Sniper

The Report is produced in Chinese only.

昔日報告:
  08-07-2019 (星期一) 中央政策支持內需 留意啤酒龍頭企業
  24-06-2019 (星期一) 中美貿易戰出現緩和跡象,受影響公司或現轉機
  11-06-2019 (星期二) 工信部發放四張5G牌照,5G建設有望加快
  27-05-2019 (星期一) “兩免三減半”政策終落地,集成電路產業再迎黃金發展期
  14-05-2019 (星期二) 非洲豬瘟使國內產量減少,豬肉價格飛升
[第4頁 / 共55頁]

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
電話:
+852 2277 6515

電郵地址:
leonduan@phillip.com.hk
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
E-Check
Login
Louis Talk
Investor Notes
Free Subscribe
Contact Us