ConfidentialandProtectedbyCopyrightLaws劥❡ᄩ⥂㺙䎇「ⵌ晜勉岁⥂䫡侨㶶絑崸Ⰼ兞涯淼⛼侨㶶絑崸2021㣐✲雵 2侨䰘끮⸓礵渤䧭Ɤⴔ區㹁⛐♸ⴔ區倰岁⚺銳錜挿l㕂⸉ꤎ傈⵸皮〄շ宀㔋❀侨㶶絑崸〄㾝錞够ոⱄ妃僈烁侨㶶絑崸〄㾝倰ぢ♸〄㾝侨㶶絑崸涸ꅾ銳䚍կ䨔姺ⵌ2021䎃劣务㕂侨㶶絑崸⿺湱Ⱒ❡⚌錞垷곫雦鴪ⵌ42.4♰➉⯋梠嫱⿡䎃㟞Ɤ8.2%侨㶶絑崸䊺䧭⚹爢⠔絑崸㟞Ɤ涸ꅾ銳⸓腊կ劥俒⚺銳鸑鵂僒錜尢滑侨研ㄤ痦♲倰侨研➢❡⚌侨㶶⻊ㄤ侨㶶❡⚌⻊⚙⚡絶䏞㼆2021䎃涸侨㶶絑崸〄㾝鵳遤㔐곥կⴔ區倰岁lⴔ區ⰻ㺂务涸餴俱ㄤ侨研绷彂✵㼆遤⚌Ⱆ䒓⥌䜂涸ⴔ區ծ㼆⚌ⰻ餴帿➃㡦ㄤ湱Ⱒ⟱⚌넞盗涸帿䏞霄靍⟄⿺僒錜ⴔ區䋗絾ざ⟄♳ⰻ㺂⡲ⴀ涸⚁⚌䚍ⴼ倗ㄤ霉⟟կlⴔ區ⰻ㺂务鵘欽Analysys僒錜ⴔ區涸❡⚌ⴔ區垷㘗䎇絕ざ䋑㖞ⴔ區ծ遤⚌ⴔ區ㄤ宇(休)ⴔ區腊㢿导僥䔲⵸䋑㖞梡朐馋⸷ㄤ錞䖒⟄⿺宇(休)涸〄㾝梡朐կ尢䋕霹僈l尢滑霹僈尢滑鸑鵂㢴ꅾ侨研彂岤Ⰶ皾岁垷㘗䲀皾ⴀAPP崞駟遤⚹䌐⸔⟱⚌䘯鸟✫鍒䋑㖞կ尢滑ⴔ區곭㚖Ⰼ꬗ծ遤⚌够ⴔ絈荝ծAPP佐䔶ꆀ넞⸔⸂⟱⚌峯㻋䋑㖞㖑⡙⿺饋麤〄㾝馋⸷կ尢滑僽侨㶶⻊⟱⚌ծ䫏餴Ⱆ尽ծ䎛デⰖ尽⠏鷥涸㣐侨研❡ᄩ䎇⚂䎁滑涸❡ᄩ佪卓䊺絑㖈BAT偫♴涸⠍㢴⟱⚌䎂㸝ծ廾⚹瘝侨㶶⻊鲮㘗⟱⚌䊨(休)Ꜿ遤ծ䬸(休)Ꜿ遤ծ廾岲霆ⵚծꜾ屎霆ⵚ瘝ꆄ輑纸匬⟄⿺鲱Ꜿ䡦兞㛇ꆄ瘝侨涰㹻⟱⚌䖤ⵌ✫낉霆կ CONTENTS010203侨㶶絑崸㣐渹㔐곥侨㶶❡⚌⻊眜❡⚌侨㶶⻊眜 侨㶶絑崸㣐渹㔐곥01 5侨䰘끮⸓礵渤䧭Ɤ侨㶶絑崸瑲灶40♰➉宀㔋❀錞ⴢⱄ妃僈烁〄㾝倰ぢ㕂⸉ꤎ傈⵸皮〄շ宀㔋❀侨㶶絑崸〄㾝錞够ոⱄ妃僈烁侨㶶絑崸〄㾝倰ぢ♸〄㾝侨㶶絑崸涸ꅾ銳䚍կ䨔姺ⵌ2021䎃劣务㕂侨㶶絑崸⿺湱Ⱒ❡⚌錞垷곫雦鴪ⵌ42.4♰➉⯋梠嫱⿡䎃㟞Ɤ8.2%侨㶶絑崸䊺䧭⚹爢⠔絑崸㟞Ɤ涸ꅾ銳⸓腊կ1!2!3!2025䎃侨㶶絑崸毛嫱鴪ⵌ10%ⵌ2025䎃侨㶶絑崸鵄ぢⰌ꬗的㾝劍侨㶶絑崸呍䗱❡⚌㟞⸈⧩毛GDP嫱ꅾ鴪ⵌ10%㣐䌴䏞䲿巛侨㶶絑崸畊✰⸂ㄤ䕧ᆄ⸂⸂✰侨㶶⻊⴯倝䒸곭〄㾝腊⸂㣐䌴䲿巛兰腊⻊宐䎂僈儑㟞䔂侨㶶䪮助♸㹊⡤絑崸輑ざ》䖤儑衼䧭佪侨㶶絑崸屛椚⡤禹刿⸈模㊤䧮㕂侨㶶絑崸畊✰⸂ㄤ䕧ᆄ⸂珘姿䲿巛2035䎃❡⚌〄㾝宐䎂⡙㾀⚆歲⵸⴩㾝劅2035䎃侨㶶絑崸㼜鵄ぢ籖虽䧭擿劍⸂✰䕎䧭絡♧Ⱆ䎂ծ畊✰剣䎸ծ䧭擿模㢊涸侨㶶絑崸梡➿䋑㖞⡤禹侨㶶絑崸〄㾝㛇炄ծ❡⚌⡤禹〄㾝宐䎂⡙㾀⚆歲⵸⴩㕂⸉ꤎ傈⵸皮〄շ宀㔋❀侨㶶絑崸〄㾝錞够ո♴獦շ錞够ոկշ錞够ո瑲ⴀ⡤禹⻊霃雦ծ禹絡⻊䋒㽷满⸂匬䒊䲀⸓侨㶶絑崸〄㾝涸㔋咿Ⱃ叙㼆宀㔋❀傞劍䧮㕂侨㶶絑崸〄㾝⡲ⴀ✫侮⡤䚍鿈縭կ27.231.335.839.242.467.90%15.10%14.40%9.50%8.20%0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%05101520253035404520172018201920202021E⚥㕂侨㶶絑崸錞垷(支⡙♰➉⯋)䚪⡤錞垷ず嫱©侨䰘勻彂⥌鸑ꤎ僒錜尢䋕侮椚www.analysys.cn 6侨䰘끮⸓礵渤䧭Ɤ氋䞔♴侨㶶欽䨪䭯絯㼭䌴㟞Ɤ⢪欽傞Ɤ넞⡙岚⸓➢侨㶶欽䨪錞垷绷溏䨔姺2021䎃劣侨㶶欽䨪錞垷鴪ⵌ10.46➉➃♸⿡䎃ず劍湱嫱㟞Ɤ㖈氋䞔导㢕涸㣐胜兞♴欽䨪Ⰼ䎃䎂㖲剢㖲⢪欽傞Ɤ鴪ⵌ7㼭傞䊩十欽䨪㟞Ɤㄤ⢪欽傞ꟋⰌ꬗鵳Ⰶ㶸ꆀ日䒢劍կ1032461034611029631030491032071035881036611036851035621034231036761042541046320.2%-0.5%0.1%0.2%0.4%0.1%0.0%-0.1%-0.1%0.2%0.6%0.4%-0.6%-0.4%-0.2%0.0%0.2%0.4%0.6%0.8%1020001025001030001035001040001045001050002020䎃12剢2021䎃1剢2021䎃2剢2021䎃3剢2021䎃4剢2021䎃5剢2021䎃6剢2021䎃7剢2021䎃8剢2021䎃9剢2021䎃10剢2021䎃11剢2021䎃12剢⚥㕂侨㶶絑崸欽䨪錞垷支⡙♰➃欽䨪錞垷欽䨪ず嫱©僒錜尢䋕www.analysys.cn6.677.006.936.746.416.636.646.896.946.906.996.897.022020䎃12剢2021䎃1剢2021䎃2剢2021䎃3剢2021䎃4剢2021䎃5剢2021䎃6剢2021䎃7剢2021䎃8剢2021䎃9剢2021䎃10剢2021䎃11剢2021䎃12剢⚥㕂侨㶶欽䨪剢㖲支傈⢪欽傞Ɤ支⡙㼭傞 7侨䰘끮⸓礵渤䧭Ɤ㣢鿈䎂〵崨ꆀ䱍䱽⸂䲿巛导㘐倗佟瘻慨〄⴯倝⴯⚌2021䎃➢欽䨪㣢鿈APP⢪欽䞔ⲃ绷溏♲➉紩⟄♳䎾欽欽䨪⢪欽傞Ɤ毛嫱鴪ⵌ64.5%湱㼆⿡䎃ず劍㟞Ɤ馄5%㖈ⰻ㺂傞去瀊錠곸/湬乄餻腊♴㣢鿈⚺乄䭆䫵㣢鿈䎂〵鵳♧姿䔂⻊荈魧㼆崨ꆀ涸䱍䱽腊⸂կ佟瘻㽻꬗㖈导㘐倗倰꬗涸港盗⸂䏞⛲♶倗⸈䔂鸑鵂㼆㘐倗遤⚹涸䫈ⵖ剣ⵄ✵慨〄务㼭⟱⚌ㄤ⚡➃涸⴯倝⴯⚌崞⸂➢罜㹊梡Ⰼ字Ⱏず㺢酕կ59.52%64.55%17.36%16.36%14.73%13.01%6.07%4.41%0%20%40%60%80%100%20202021⚥㕂侨㶶絑崸ぐ紩錞垷APP欽䨪⢪欽傞Ɤ毛嫱ⴔ䋒♲➉紩䎾欽➉紩䎾欽尢♰紩䎾欽涰♰紩䎾欽宀♰紩⟄♴䭯絯錞薴緸絞湬乄遤⚌玘佐獘䎸㼆鵵錞㣢鿈⚺乄㢅⟄㣐괄縇妴鵛劍㕂ⰻ侨㶶絑崸港盗✲⟝㺙꧋嵥梡歋✵㢴妃ⴀ梡岁䖒岁錞犜姺〄䋒䧴罏⠛鳕涸⥌䜂瘝꡼곿倝嵠ծ濼⛖瘝⯓た鄄⣜岁紨靍㢅縇⚡➃⥌䜂⥂䫡䭯絯鵳遤䊨⥌鿈㺙꧋♴卹覆㱿⤀㹲欽䨪勉渤涸APP⺫䭍鞝檪瘝濼ぜAPP꣚ꅽ✻㔔劢⿺傞ぢ歏⥌⚺盗鿈꡶䫣デ䨾〄梡怩峯⥌䜂鄄兽⨢Ⱖ⡲⚹䊨⥌鿈緸絞㸝Ⰼ㪭胇ㄤ怩峯⥌䜂Ⱏ❧䎂〵ざ⡲支⡙6⚡剢©僒錜尢䋕www.analysys.cn 8侨䰘끮⸓礵渤䧭Ɤ⠛絡遤⚌务ꆄ輑ծ欰崞剪⸉ծ佟⸉遤⚌侨㶶⻊玐䏞곭⯓欰崞剪⸉62.8%侨㶶⸅Ⱆ44.8%侨㶶ⴀ遤58.8%氋䞔⸈鸟䋑㖞㛆肫侨㶶⸅Ⱆ䧭⚹倝㖞兞կ⟄ꛐꛐ⚹⢾Ⱖ䩧鸣涸⟱⚌紩弓ず⸅Ⱆㄤ䎾欽䒓〄䎂〵䌐⸔侨尢♰⟱⚌꣭⡛尲鸑ծ弓ずծ盗椚䧭劥䲿巛⸅Ⱆ佪桧㹊梡絆絉侨㶶⻊ㄤ⚌⸉侨㶶⻊䖤ⵌ欽䨪涸䎛岌雩〳կ䨔姺21䎃Q3ꛐꛐ崞駟欽䨪錞垷鴪ⵌ1.67➉➃梠嫱㟞Ɤ6.47%կ侨㶶傞去欰됮遤⚌⛲䚉꨽⴯倝♸鲮㘗⟄嫦傈⠏됮⚹⢾欰됮歏(休)㖈♧✳絁㙹䋑䊺絑畀珘膃騈銻渷薴㔵鵳♧姿的㣐幷鷳♲㔋絁㙹䋑涸䧶殜錞够姻剣勵♶秗涸鵳遤䨔姺21䎃Q3劣欰됮歏(休)欽䨪錞垷鴪ⵌ6500♰➃կꥥ满佟⸉侨㶶⻊涸䘯鸟Ꝃ䒓⚹絶䫡➃字纈⠍ⴗ魧ⵄ渤㕂㹻导霍务䗱ㄤ㕂㹻✽翫緸䎾䚉务䗱翫ざ䒓〄✫㕂㹻导霍务䗱APP⟄㕂㹻勉㪭䲀⸓导霍䊨⡲烁⥂⚡➃⥌䜂絟㼆㸝Ⰼկ♳絁⟄绷剢崞欽䨪䘯鸟㟞Ɤ䨔姺21䎃Q3鴪ⵌ3654♰➃կ21䎃9剢倝腊彂兰腊导鲨Ꝉꆀ35.7♰鳈⴯血〷倝넞Ⰼ䎃Ꝉꆀ剣劅瑲灶300♰鳈կ兰腊导鲨㼜䘯鸟䌄⸓❡⚌♳♴康〄㾝鷶姿㹊梡ⴀ遤㖞兞涸侨㶶⻊կ侨㶶⨴䐀54.2%侨㶶佟⸉59.8%兰腊导鲨22.8%侨㶶ꆄ輑72.3%⠛絡遤⚌侨㶶⻊侨㶶腊彂31.9%侨㶶欰됮14.2%侨㶶䨻❡42.5%㢊岤侨䰘勻彂僒錜尢䋕僒錜絾ざ罌贊ぐ遤⚌侨㶶欽䨪銻渷ㄤ❡⚌侨㶶⻊玐䏞鵳遤霉⠮ 9侨䰘끮⸓礵渤䧭Ɤ侨㶶絑崸〄㾝䧭ぐ㖑絑崸〄㾝ꅾ銳䫋䩛僒錜ⴔ區絡雦✫Ⰼ㕂31⚡溁䋑♶⺫ゎ度资〵㖑勹涸獴⸓✽翫緸欽䨪銻渷侨研ծ侨㶶欽䨪崞駟䏞ծ侨㶶絑崸❡⧩錞垷瘝侨研剒絊絾ざ霉㹁䖤ⴀ✫Ⰼ㕂ぐ溁侨㶶絑崸〄㾝䭷侨2021H1կ序号各省数字经济指数同比1广东3.045.21%2江苏2.634.65%3浙江1.845.59%4北京1.754.59%5山东1.626.11%6上海1.253.52%7福建1.226.16%8河南1.135.06%9四川1.0910.80%10湖北0.891.38%11湖南0.867.90%12安徽0.756.37%13河北0.754.78%14辽宁0.642.42%15重庆0.6010.95%16陕西0.544.55%17江西0.497.09%18天津0.452.34%19山西0.427.31%20内蒙古0.414.18%21吉林0.346.19%22广西0.337.44%23云南0.338.24%24黑龙江0.273.19%25新疆0.175.99%26贵州0.168.72%27甘肃0.136.68%28海南0.107.97%29宁夏0.087.21%30青海0.055.69%31西藏0.028.89%岤1.侨䰘♶⺫ゎ度慌〵㖑勹ծ2.侨㶶絑崸䭷侨呏䰘ぐ㖑勹侨㶶欽䨪銻渷錞垷僒錜尢䋕侨䰘ծ侨㶶絑崸欽䨪崞駟䏞僒錜尢䋕侨䰘侨㶶絑崸❡⧩錞垷⥌鸑ꤎ瘝絾ざ侨䰘鵳遤䒊垷雦皾կ 10侨䰘끮⸓礵渤䧭Ɤ䱹♳곜ぐ㖑侨㶶絑崸邍梡䎛⚎寐蔼嵄寐上海重庆北京➢嚸支䱗ぜ绷溏䎛⚎⳪⦶馄넞涸➃〡㛇侨ㄤ侨㶶⻊兜⿺桧ծ嬗偽✰雳涸䱗ぜ嚸支껷⡙կ䎛⚎溁ⰻ䎛䊜ㄤ帿㖕侨㶶⻊〄㾝宐䎂Ⰼ㕂곭⯓刿䭆剣Ⰼ椕곭⯓涸✽翫緸䊭㣢艗雴կ鵛䎃绷ꥥ满䎛⚎溁㖈5Gծ➃䊨兰腊ծ侨㶶佟⸉瘝곭㚖涸㣐⸂䫏ⰆⰦ侨㶶絑崸〄㾝㟞鸟⛲䱗ぜⰌ㕂⵸⴩կ寐蔼溁赡搬侮⡤侨㶶欽䨪錞垷ծ侨㶶絑崸❡⧩⟄⿺侨㶶剪⸉⟱⚌侨ꆀꬑ⵸告㢴侨侨㶶⟱⚌⟄䒸鵳䪮助ծ垷⟬⴯倝⚹⚺湱㼆✵䎛⚎ㄤ嵄寐緃⛘㣢鿈侨㶶⴯倝㘗⟱⚌Ⱖ㼆絑崸涸䌄⸓⡲欽湱㼆剣ꣳ㔔姼侮⡤侨㶶絑崸䭷侨䱗ぜ痦✳կ嵄寐ⴭ⳪⦶侨㶶㣐弩勹ծ㙹䋑㣐腰ծ獴⸓佅➰⛓溁瘝叻䘋䚍고湡䒊霃Ⰼ溁侨㶶絑崸涸〄㾝宐䎂♶倗䲿巛侨㶶絑崸䊺䧭⚹Ⰼ溁絑崸㟞Ɤ涸倝⸓腊ㄤ⚺䒸空կ湡⵸嵄寐㖈歏㶩(休)⸉ծ✻雦皾ծ㣐侨研ծ侨㶶㸝꣈瘝❡⚌䊺絑㢅✵Ⰼ㕂곭⯓⡙縨կⰦ侨㶶絑崸〄㾝䭷侨➑妃✵䎛⚎䱗ぜⰌ㕂痦♲⛲僽㹊荛ぜ䔱կ㔋㣐湬鳙䋑务♳嵳侮⡤絑崸絕匬⟄ꆄ輑館僒碫⚹⚺猰䪮⴯倝㘗⟱⚌嫱ꅾ湱㼆鳅㼱䎇⚂➃〡罈륁⻊⸈鸟㢪㖑➃〡㟞ꟋⳜ⛖㢅✵⨢忕鵯❈㔔稇〜⸈荝⢪Ⱖ侨㶶絑崸䭷侨〄㾝㟞鸟剣䨾佞綕僈儑կ湱㼆✵♳嵳㽴盗⻌❩涸倝㟞➃〡㟞Ɤ⛲鵛⛖⨢忕告僽⻌❩僽务㕂佖ꬠ涸㣢腰♧❈倝㘗涸佖ꬠ倝㘗涸(休)⚌垷䒭倝㘗涸䪮助䎾欽⣜傊㖈⻌❩鵳遤霚挿Ⱖ侨㶶絑崸䏀謉朔㖈侮⡤侨㶶絑崸䭷侨㟞鸟♴徾䌴䏞湱㼆鳅㼭կꅾ䎧㖈㔋㣐湬鳙䋑务湱㼆嫱鳅衅た(休)⸉绷䖃ㄤ侨㶶欽䨪㺙䏞湱㼆Ⱖ➭Ⳝ⚡湬鳙䋑鿪䓳告僽剒鵛Ⳝ䎃ꅾ䎧絑崸瑲굷枡鵳➃〡⛲鷶姿䒓映㔐崨鵯鿪僽ꅾ䎧侨㶶欽䨪ず嫱㣐䌴駟巛涸ꅾ銳韭㔔կ 11侨䰘끮⸓礵渤䧭Ɤ㔐곥Ⰼ䎃侨㶶絑崸ッ梡䪮助♸❡⚌涸⿽鲰끮⸓侨㶶❡⚌⻊侨㶶䪮助巛紩5G巾㼋⡤倝腊彂鲨• ̆ ̆❡⚌侨㶶⻊❡⚌㖞兞巛紩䊨⚌✽翫侨㶶餗䋏⯋㸙㸿 侨㶶❡⚌⻊眜02 13侨䰘끮⸓礵渤䧭Ɤ2021䎃⟄5G⚹➿邍涸倝㘗㛇䒊⥂䭯珘姿㟞Ɤ13.0071.8079.2081.9096.10103.70115.90129.10139.000204060801001201401602019䎃劣2020䎃䏀2021䎃2剢2021䎃3剢2021䎃6剢2021䎃8剢2021䎃9剢2021䎃10剢2021䎃11剢务㕂5G㛇畀䒊䧭侨ꅾ䎧7♰⻌❩5.6♰㔋䊛6.6♰倝毐1.9♰랱륫寐3.7♰欥聍1.8♰18061836100011001200130014001500160017001800190020202021E⚥㕂5G䒊霃湱Ⱒ餴劥䒓佅2020䎃♳巾䎃餴劥䒓佅1010➉⯋2021䎃♳巾䎃餴劥䒓佅860➉⯋կ©侨䰘勻彂鵘蠒(休)餒䫣僒錜尢䋕侮椚www.analysys.cn21䎃♳巾䎃「氋䞔䕧ᆄ5G䒊霃剣䨾佞綕告♴巾䎃Ⰼ⸂鷅饮5G䊨玐5G緸絞䒊霃ㄤ䎾欽姻⸈鸟䲀鵳կ䨔荛2021䎃11剢口䊺䒊䧭5G㛇畀139.6♰⚡5G絊畮欽䨪鴪ⵌ4.97➉䨪⟄5G⚹去邍涸倝㘗侨㶶㛇炄霃倶僽倝㘗㛇炄霃倶涸呍䗱䊺䧭⚹䬘⸓倝♧鲰絑崸㟞Ɤ涸ꅾ銳䒸空կ 14侨䰘끮⸓礵渤䧭Ɤ5G幷鷳桧䲿巛