甲子光年：2022中国式数字经济30条判断-甲子引力「心有所护 不畏远行」（79页）.pdf

1、2022?30?&CEO?2022?30?2022?GDP?0.6%?75?20?15?2022?9.5?2.79?14.2%?18?80.26?2022?C919?G20?出?危?25.6%14.2%2021201920172015201320112009200720052003?65?缺?楼?107.52022.102022.072022.042022.012021.102021.072021.042021.012020.10?(?=100)?(?=100)?缺?楼?2022?2022?-30%-10%?缺?缺?楼?2022.102022.072022.042022.012021.1020

2、21.072021.042021.01?PMI?PMI?PMI?50.649.52022?分?分?95.3%16.4%14.9%2022.082020201820162014?缺?缺?楼?2022?IPO?2022?A?IPO?-92%15%?缺?Wind?缺?劣?2010?/?2022?/?-54%54%-55%55%-90%90%?性?续(LCOE)0.00%0.20%0.40%0.60%0.80%1.00%1.20%1.40%1.60%?缺?缺?IDC?11.0%202320222021202020192018201720162015201420132012?IT?10%22%43%20

3、16?2017?2018?2019?2020?2021?分?分?分?缺?27.0%30.3%32.7%34.0%36.3%38.6%39.8%2015201620172018201920202021?GDP?缺?缺?2022?1 1?50005000?200200?5050?1010?缺?2022?缺?2022?1 1?2 2?3 3?4 4?5 5?分?分?分?分?+?PC/PC/?类?缺?2022?PaaS?IaaS?VR/AR/MR?3D?NLP?5G?C?B?/G?XR?/?VR?C?B2C?B2B?B2G?G?分?分?缺?2022?缺?2022?分?全?缺?2022?分?缺?2022

4、?续?分?分?类?缺?2022?分?61.1%50.3%36.2%22.9%19.8%8.9%2.5%?缺?N=633?2022?44%44%27%23%22%19%19%17%13%12%12%12%10%7%?分?HR?87.3 79.8 83.9 78.3 85.9 87.5 83.7?2018181716119?,99.5%?,0.5%?缺?2022?1988?缺?2022?30%33%36%38%41%43%2016?2017?2018?2019?2020?2021?分?缺?94.4 94.4 89.7 88.9 88.9 86.5 86.4 83.8 82.5 82.4 82.2

5、81.5 80.6 80.6 80.2 77.0 93984 9889910107410319510511467.0%70.4%71.6%73.0%74.4%2020.62020.122021.62021.122022.6?!#$%?缺?2022?18.522.527.231.335.839.245.527.0%30.3%32.7%34.0%36.3%38.6%39.8%2015201620172018201920202021?GDP?缺?性?缺?2022?2015?9?2016?3?类?2017?1?分?2016-2020?2017?12?2019?7?2020?2?2020?4?2021?

6、3?2020?5?分?2022?9?2022?5?2022?6?分?缺?2022?-2030?2030-2045?2045-2060?2060?2045?2030?2020?93.7%93.7%92.8%?94%?93%?缺?2022?PC?ERP?CRM?5G?PC?ERP?CRM?5G?缺?2022?1-3?缺?2022?-?-?/?/?/?2022?2021?缺?2022?缺?2022?楼?46楼?/?2014?3?2015?8?2016?3?2016?12?2017?10?2017?12?2019?3?2020?4?2019?10?2020?5?点?分?2016-2020?6?分?分?