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疫情影響下線上服務需求爆發,留意遠程辦公板塊機會

2019年底,中國爆發新型冠狀肺炎,2020年1月30日,因應各國皆開始回報出現傳染案例,世界衛生組織正式宣布此次疫情為國際關注的公共衛生緊急事件。中國政府為應對此次肺炎採取了各項疫情防控措施,而為了降低人員流動導致的風險,各個公司號召員工在家辦公,導致遠程辦公軟件需求短期內快速爆發。

2月5日,阿裡旗下移動辦公應用“釘釘”首次超過微信,躍居蘋果App Store排行榜第一。從1月29日至2月6日,騰訊會議每天都在進行資源擴容,日均擴容雲主機接近1.5萬台,8天總共擴容超過10萬台雲主機,投入的計算資源超過100萬核。1月25日,華為雲宣佈2020年6月1日以前對有需要的企業和個人提供免費WeLink企業協同服務,助力企業高效遠端協同辦公。

根據中國產業信息資料,2018年中國協同管理軟件市場持續增長,協同管理軟件銷售總額2018年達到了118.3億人民幣,同比增長15.2%。Canalys發佈最新調研資料顯示,2019年全球雲服務市場規模1071億美元,相比2018年778億美元增加了近300億美元,同比增長37.6%。預計2020年全球雲服務市場規模達1410億美元,同比增長32%,到2024年將增長至2840億美元。建議關注阿里巴巴(9988.HK)、騰訊(700.HK)、金山辦公(688111.SH)、泛微網絡(603039.SH)等。

撰稿: 段煉研究分析員
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+852 2277 6515

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leonduan@phillip.com.hk
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