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打造大灣區成新矽谷,雲端ERP將成主流

2017年全國兩會上,「粵港澳大灣區」正式被寫入國家發展戰略。《深化粵港澳合作推進大灣區建設框架協議》更確立在大灣區打造國際科技創新中心。

雲端將會未來科技發展重要的一環。雲端服務主要分成三大類別,包括基礎設施即服務 (IaaS) 、平臺即服務(PaaS)及軟體即服務(SaaS)。根據IDC預測,中國2021年的SaaS市場規模將達到48.9億美元。其中,雲端ERP是現時SaaS市場裏需求最高的其中一個產品,因為採用雲端ERP後,企業不需要為管理軟件、數據庫和伺服器付費,只需要支付服務費,所以大幅降低首年投入成本,五年計平均可減省成本60-70%,預計愈來愈多企業將會採用雲端ERP。

現時國內領先的雲端ERP供應商為金蝶國際(268.HK),該公司在2012年起開始大力發展雲端ERP。根據IDC在2017發表的《中國公有雲服務市場半年度跟踪報告》,在SaaS ERP以18.25%的市場份額排名第一。此外,用友網絡(600588)亦在2017年推出了自家第一個雲端ERP(U8 Cloud),相信以上公司能夠受惠於未來SaaS市場的增長,建議關注以上兩只股票。

撰稿: 李學滔研究分析員
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