Global Domain Name Management and Registration Services - The global domain name management system remains stable, with ICANN continuing to improve governance and policy innovation [9] - The global domain name registration market grew by 1.6% in 2023, reaching 369 million registrations, with ccTLDs growing by 2.2% and gTLDs by 1.2% [27] - The market concentration of domain name service providers slightly decreased, with the top 10 gTLD registrars accounting for 57.3% of the market [39] China's Domain Name Registration Services and Chinese Domain Development - China's domain name registration market reached 31.6 million in 2023, with ".CN" and ".中国" accounting for 61.2% of the market [42] - The geographical distribution of domain name service providers in China is concentrated, with Beijing, Guangdong, and Shanghai hosting 88.2% of the registered domain name management institutions [45] - Chinese domain names face challenges in user awareness and universal applicability, with global Chinese domain registrations exceeding 800,000 [51] International Domain Infrastructure and Application Services - The global deployment of root mirror servers continues to expand, with 1,751 root servers (including mirrors) by the end of 2023, covering over 160 countries and regions [54] - The number of root servers in Asia reached 482, the highest among all regions, with Africa and South America showing the fastest growth rates [56]

Group 1: Digital Economy and New Quality Productivity - The digital economy is a crucial driver for cultivating new quality productivity, aligning with high-quality development goals[2] - From 2016 to 2022, China's digital economy grew at an average annual compound rate of 14.3%, 1.7 times the global average[12] - The government work report for 2024 emphasizes accelerating the development of new quality productivity as a top priority[12] Group 2: Transformation of Production Factors - The digital economy has transformed labor objects, integrating data as a new component alongside traditional labor objects, enhancing production capabilities[14] - New materials and energy sources are emerging as labor objects, contributing to green and low-carbon economic transitions, with the new materials industry exceeding 5 trillion yuan in output value in 2023[18] - Labor materials are evolving from physical to digital forms, with the digitalization of production tools significantly enhancing productivity[20] Group 3: New Laborers and Employment Models - Digital technology has significantly improved laborers' digital skills, leading to the emergence of flexible employment models such as gig and freelance work[25] - As of 2023, over 200 million individuals are engaged in flexible employment in China, reflecting a shift in labor dynamics[25] - The number of new digital occupations has increased, with 158 new job categories identified, 97 of which are digital roles[25] Group 4: Innovation and Technological Advancement - The digital economy accelerates the emergence of disruptive technologies, enhancing the efficiency and scale of innovation processes[27] - AI and big data are transforming scientific research, significantly speeding up discovery and application processes[28] - Collaborative innovation is becoming more prevalent, with reduced barriers to cooperation among various market players, leading to faster development cycles[30]

2024年二季度我国互联网上市企业 运行情况 中国信息通信研究院 政策与经济研究所 互联网团队 中国信息通信研究院 http://www.caict.ac.cn/ 市值2024.06 我国上市互联网企业总市值9.95万亿元 全球上市互联网企业三十强总市值8.4万亿美元 2 我国上市互联网企业市值回升 2024年二季度，伴随全球主要国家通胀数据显著回落、美联储降息预期有所 提升，全球主要股指出现分化。AI科技浪潮推动纳斯达克、恒生科技指数上 涨，市场信心有所回升，我国上市互联网企业市值小幅回升。截至2024年6 月底，我国上市互联网企业总市值为9.95万亿元，较上季度环比上涨5.9%。 我国上市互联网企业总市值 10.4 5.9% 10.2 10.0 9.8 -2.0% -3.0% -3.1% 9.6 10.2 10.0 9.95 9.4 9.7 -8.1% 9.2 9.4 9.0 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2 8.0% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% -10.0% 总市值（万亿元） 环比 3 在中国香港上市企业市值 ...

Industry Investment Rating - The report does not explicitly provide an investment rating for the industries discussed [1] Core Viewpoints - The report emphasizes the importance of green transformation in industrial supply chains, particularly in the steel and new energy vehicle industries, as a key driver for achieving carbon neutrality and sustainable development [3][4] - It highlights the global consensus on green supply chain development, with major economies actively promoting green policies and forming alliances to secure critical resources and technologies [14][15] - The report identifies 12 key implementation paths for green development in supply chains, focusing on green supply, demand, and full-chain optimization [4][51] Summary by Sections Latest Trends in Green Development of Industrial Supply Chains - Industrial supply chains are crucial for green transformation, covering energy, resources, production, and recycling processes [9] - Global competition is shifting towards green supply chains, with major economies implementing policies to strengthen their positions [14] - China is advancing green supply chain development through digitalization, policy support, and technological innovation [20][21] Key Paths for Green Development in Industrial Supply Chains - The steel and new energy vehicle industries are used as case studies to illustrate green supply chain practices [24] - Steel industry: Focuses on energy and resource greenization, technological innovation, and logistics optimization [28][32] - New energy vehicle industry: Emphasizes green energy use, resource recycling, and digital empowerment [26][34] Implementation Paths for Green Development - **Energy Greenization**: Companies like Baowu Steel and CATL are investing in green energy projects and renewable energy partnerships [28] - **Resource Greenization**: Enterprises are adopting green procurement practices and setting standards for sustainable materials [29] - **Technological Innovation**: Companies are leading in green technology R&D and process optimization, such as hydrogen-based steel production [32][33] - **Logistics Greenization**: Adoption of electric and hydrogen-powered vehicles for cleaner transportation [34] Demand Greenization - Companies are creating green product brands and certifications to drive consumer demand for sustainable products [36] - Green orders and differentiated product development are expanding market opportunities [37] - Enhanced after-sales services and user experiences are promoting green product adoption [38] Full-Chain Greenization - Industry consolidation and mergers are improving efficiency and green capabilities [39] - Collaborative projects and comprehensive entities are being established to optimize resource use and reduce emissions [42][44] - Digital platforms are enabling real-time monitoring and optimization of energy and resource use [47][48] Path Promotion and Industry Differences - The steel industry focuses on optimizing existing supply chains, while the new energy vehicle industry is building green ecosystems from the ground up [54] - Government roles differ, with more intervention in emerging industries like new energy vehicles [54]

Industry Investment Rating - The report does not explicitly provide an investment rating for the eSIM industry [1][2][3] Core Viewpoints - eSIM technology is a significant evolution in the SIM card industry, offering a digital, non-physical SIM solution that enhances device flexibility, security, and reduces manufacturing and logistics costs [8] - The technology is particularly beneficial for IoT devices, smartwatches, smart homes, and automotive systems, enabling remote management and frequent network switching [3] - eSIM adoption is expected to grow significantly, driven by the increasing demand for connected devices and the transition to 5G networks [18][23] eSIM Technology Overview - eSIM (embedded SIM) separates the hardware carrier from the card data, allowing remote management of SIM profiles via over-the-air (OTA) updates [8] - The technology supports multiple implementation methods, including eUICC, TEE, eSE, and iUICC, with eUICC being the most widely adopted due to its comprehensive standard ecosystem [8] - eSIM technology reduces environmental impact by minimizing the use of natural resources and lowering carbon emissions during production and transportation [8] Global eSIM Development History - The development of eSIM technology has evolved from initial technical exploration to commercial promotion and global adoption [9] - Early challenges included hardware design, durability, and compatibility, which were gradually overcome through advancements in technology and industry collaboration [10][12] - Major companies like Apple, Sierra Wireless, and Qualcomm have played pivotal roles in advancing eSIM technology, with Apple integrating eSIM into its Apple Watch, iPad, and iPhone series [12][13] Global eSIM Industry Status Consumer Devices - Smartphones dominate the eSIM consumer device market, accounting for 60% of all eSIM-enabled devices as of June 2023 [19] - The number of eSIM-enabled smartphone models has grown 6.5 times since December 2018, reaching 181 models by June 2023 [19][20] - Smartwatches and tablets are also significant segments, with 67.1% of cellular-enabled smartwatches supporting eSIM in 2022 [22] IoT and Industrial Applications - By the end of 2023, eSIM connections in the IoT sector are expected to reach nearly 200 million, with further growth anticipated as 5G networks expand [23] - eSIM technology is increasingly adopted in industrial applications such as smart manufacturing, remote monitoring, and logistics management [24] - Companies like ARM, Infineon, and Giesecke+Devrient are actively developing eSIM solutions for industrial IoT devices [16][17] Chip and Card Manufacturers - Global eSIM chip shipments for smartphones reached 230 million units in 2022, with projections of 350 million units by 2024 [25] - Key players include Qualcomm, Giesecke+Devrient, Unisoc, and Wuhan Tianyu, which provide eSIM solutions across various devices and industries [26][27][28] Operators and Service Providers - As of June 2023, nearly 400 mobile service providers in 116 countries offer commercial eSIM services for smartphones, an eightfold increase since December 2018 [30][31] - Major operators like AT&T, Verizon, Deutsche Telekom, and NTT DoCoMo have been early adopters, offering eSIM services across multiple devices and industries [32][33] Global eSIM Technology Development Technology Evolution - eSIM technology has evolved from traditional SIM cards to embedded solutions, with standards developed by organizations like GSMA, ETSI, and TCA [36][47][53] - The GSMA has established a comprehensive eSIM standard system, covering both M2M and Consumer solutions, ensuring interoperability and security [47][48] International Standardization - GSMA, ETSI, and TCA have been instrumental in developing eSIM standards, focusing on interoperability, security, and compliance testing [47][53] - The GSMA's eSIM standards, including SGP.01, SGP.21, and SGP.31, are widely recognized and adopted globally [47][48] Domestic Standardization in China - China's eSIM standardization efforts are led by CCSA and TAF, with a focus on IoT and consumer electronics applications [54] - Key standards include YD/T 3515-2019 and YD/T 4640-2023, which align with international standards while addressing local industry needs [54] Global eSIM Application Analysis United States - Major US operators like AT&T, Verizon, and T-Mobile have been early adopters of eSIM technology, offering services for smartphones, smartwatches, and IoT devices [60] - eSIM adoption is growing due to its convenience, particularly for international travelers and IoT applications [60] Japan - Japanese operators such as NTT DoCoMo, SoftBank, and KDDI have introduced eSIM services, with increasing adoption in smartphones, smartwatches, and IoT devices [61] - The Japanese government's push for digitalization and IoT development supports the growth of eSIM technology [61] Europe - European operators like Deutsche Telekom, Vodafone, and Orange have launched eSIM services, with growing adoption in smartphones and IoT devices [62] - eSIM technology is expected to see increased penetration across Europe as more devices support the technology [62] China - Chinese operators, including China Unicom, China Mobile, and China Telecom, have been actively promoting eSIM technology, particularly in IoT and wearable devices [63] - The rapid development of 5G networks and IoT applications is driving eSIM adoption in industries like smart homes and automotive [63] Future Trends - By 2025, global eSIM smartphone connections are expected to reach 1 billion, growing to 7 billion by 2030, accounting for 76% of total smartphone connections [64] - In the IoT sector, eSIM connections are projected to increase from 3.5 billion in 2023 to 5.8 billion by 2030, driven by advancements in 5G and IoT technologies [65] - eSIM technology will continue to enable smarter, more connected, and efficient devices, transforming various industries and daily life [65]

Industry Overview - The digital transformation era is characterized by rapid market changes, 24/7 services, shorter product lifecycles, and increased customization [7] - The frequency of new product releases has significantly increased across various sectors, such as 3C electronics, cosmetics, and home appliances, with some brands like SHEIN launching new products daily [8][9] - Distributed and cloud-native architectures offer agility and faster response to market demands but come with challenges like longer service chains and increased complexity [10] Impact of System Downtime - System downtime can cost small businesses $423 per minute and large organizations over $9,000 per minute [11] - A 2-hour system outage in 2017 caused a listed logistics company to lose billions of yuan, leading to resource wastage and operational disruptions [12] Case Studies: Production Environment Stress Testing - SF Express, in collaboration with Takin, conducted a full-link stress test during the 2021 Double 11 shopping festival, identifying 374 issues across 330 services and 6,400 agents, ensuring zero failures during the event [15][16] - SF Express outperformed another enterprise (B) in stress testing, with 18.6x more systems tested simultaneously, 66x more services tested, and 200x more traffic generated [21] Challenges in Digital System Stability - 85% of system failures are reported by users, highlighting inefficiencies in monitoring and issue detection [30] - Key challenges include fragmented data, high costs of data validation, and low accuracy of alerts, especially in microservices architectures [31] - Complex digital systems face issues across design, coding, testing, release, and monitoring stages, such as single points of failure, improper caching, and inefficient emergency response [33] Framework for Stability Assurance - The stability assurance framework focuses on reducing major failures, meeting business growth needs, and ensuring rapid issue detection, localization, and resolution [54][55] - Key steps include risk prevention, performance stress testing, and emergency response, with a goal of achieving 1-minute issue detection, 5-minute localization, and 10-minute resolution [74] Best Practices in Stability Assurance - Organizations should establish clear governance structures, including decision-making, management, and execution layers, to ensure effective stability assurance [77] - Regular training, drills, and assessments are essential to build and maintain the capabilities of teams involved in stability assurance [91][95]

工业互联网赋能产业链供应链 发展的路径和策略研究 (2024 年) 中国信息通信研究院政策与经济研究所 2024年7月 版权声明 本报告版权属于中国信息通信研究院,并受法律保护。 转载、摘编或利用其它方式使用本报告文字或者观点的,应 注明"来源:中国信息通信研究院"。违反上述声明者,本院 将追究其相关法律责任。 前 言 新时期,产业链供应链发展事关国家经济社会发展大局,已经成 为构建现代化产业体系、推动高质量发展的重要内容。党的二十大报 告强调,要"着力提升产业链供应链韧性和安全水平"。2022 年中央 经济工作会议明确部署,要"保证产业体系自主可控和安全可靠,确 保国民经济循环畅通"。习近平总书记在《国家中长期经济社会发展 战略若干重大问题》中指出,"产业链、供应链在关键时刻不能掉链 子,这是大国经济必须具备的重要特征";在中共中央政治局第二次 集体学习时强调,要"增强产业链供应链的竞争力和安全性,以自主 可控、高质量的供给适应满足现有需求,创造引领新的需求"。 当前,数字技术蓬勃发展,工业互联网作为新一代信息通信技术 与工业经济深度融合的全新工业生态、关键基础设施和新型应用模式, 有助于推动跨企业、跨领域 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the rapid growth and transformation of the computing power center industry in China, driven by technological advancements and policy support, indicating a shift towards high-quality development and diversified service offerings [3][9][10] Summary by Sections Overview - The computing power center has become a crucial part of the new information infrastructure, providing reliable hosting and server rental services, along with value-added services like network security and data applications [3][9] Industry Development Overview - The computing power center industry is evolving towards high-quality development, with significant growth in the number of racks and overall computing power, reaching over 8.1 million standard racks and 230 EFLOPS by 2023 [12][14] - The industry is characterized by a shift from rapid growth to a focus on quality, with an emphasis on energy efficiency and green development [11][14] Market Driving Factors - Strong domestic demand for computing power centers is fueled by the rapid growth of the digital economy and the implementation of national policies promoting integrated computing power systems [22] - The overseas market presents significant potential, particularly in Southeast Asia and along the Belt and Road Initiative, where countries are increasingly investing in digital infrastructure [24][25] Development Trends - The report identifies several key trends, including the push for green and low-carbon development, the increasing importance of data security, and the integration of artificial intelligence in operational management [26][29][31] - The demand for intelligent computing centers is surging, driven by the rise of generative AI applications, necessitating a shift in infrastructure to support these needs [33] Comprehensive Evaluation - A quantitative evaluation system has been established to assess computing power service providers based on their development capabilities, financial health, and market influence, categorizing them into leading, emerging, and potential groups [8][9] Conclusion - The report emphasizes the importance of adapting to market changes and leveraging technological advancements to maintain competitive advantages in the rapidly evolving computing power center industry [7][8]

"智改数转网联"步伐加快。聚焦龙头企业，2023 年江苏省新创建 国家级"数字领航"企业 5 家（累计 8 家）、智能制造示范工厂 20 家（累计 32 家），新培育省级智能制造示范工厂、工业互联网标杆 工厂、5G 工厂共 273 家（累计 646 家）；聚焦中小企业，2023 年新 培育省级智能制造示范车间 501 个（累计 2480 个）、省级星级上云 企业 7009 家，带动中小企业上云超 40 万家。上海开展"工业数字化 场景培育计划"，以场景培育和供需对接为着力点常态化推动，包括 上海电气等超 40 余家工业企业需求方参与推进，助力企业打造工业 互联网新模式新应用。浙江以点带面形成示范效应，截至 2023 年底， 累积培育省级工业互联网平台 535 家、省级未来工厂、智能工厂（数 字化车间）653 家，遴选出 2023 年省级 5G 全连接工厂 30 个，推动 全省工业高质量转型。 | --- | --- | |-----------------------------------------------|----------------------------------------------- ...

其中 5G 手机占比 84.2%。 2024 年 5 月，国内市场手机出货量 3032.9 万部，同比增长 16.5%，其 中，5G 手机 2553.1 万部，同比增长 26.6%，占同期手机出货量的 84.2%。 5G 手机 1.02 亿部，同比增长 20.3%，占同期手机出货量的 83.9%。 239 339 513 535 579 473 338 327 445 266 408 395 555 172 358 377 475 1646 1770 1734 1330 2017 1732 1506 1564 2872 2644 2709 2420 2617 1253 1774 2023 2553 87% 83% 77% 71% 77% 78% 81% 82% 86% 91% 87% 86% 82% 88%83% 84% 84% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 0 500 1000 1500 2000 2500 3000 3500 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 2月 3月 4月 5月 2023年 20 ...