中国办公信创场景实践研究报告

Industry Overview - The office software industry in China is part of the application software layer within the information technology innovation (Xinchuang) system, with a focus on compatibility and adaptation to the Xinchuang environment [2] - The pace of enterprise office Xinchuang upgrades has slowed, with faster adoption in the eastern and southern regions compared to the western and northern regions [2] - The financial and energy sectors are particularly proactive in adopting Xinchuang upgrades [2] Market Segments Hybrid Office - Hybrid office scenarios emphasize cross-regional collaboration, often delivered as integrated software and hardware solutions [2] - Hardware adaptation for Xinchuang requires collaboration with supply chain partners and the Xinchuang ecosystem [2] - Enterprises prioritize vendors' technical capabilities and product performance during procurement [2] Collaborative Office - Collaborative office scenarios focus on internal process management and information sharing, with complex product features and low standardization [2] - The collaborative office market was valued at approximately 1.3 billion yuan in 2023, with a growth rate of 16.1% [2] - The market is expected to see a slight increase in growth rate by 2026 due to the influence of the State-owned Assets Supervision and Administration Commission's Document No. 79 [2] Efficiency Office - Efficiency office scenarios aim to enhance individual or team productivity, with mature and highly standardized products [2] - The efficiency office market was also valued at around 1.3 billion yuan in 2023, but experienced a noticeable decline in growth rate [2] - A slight market recovery is anticipated between 2026 and 2027 as enterprises renew their software licenses [2] Development Challenges Technical Challenges - The performance of the Xinchuang infrastructure limits the functionality of application-layer software, necessitating improvements in underlying hardware and software performance [2] - Establishing a more efficient ecosystem is crucial to support the high-performance operation of upper-layer applications [2] Market Challenges - Reduced policy subsidies may diminish enterprises' motivation to undertake Xinchuang transformations, as cost-effectiveness and product usability become primary considerations [2] Policy and Regulatory Environment - The State-owned Assets Supervision and Administration Commission's Document No. 79 mandates that state-owned enterprises complete the Xinchuang transformation of their information systems by the end of 2027 [17] - Policies are focused on supporting the development of hardware and basic software, such as chips and databases, to build an ecosystem cluster [17] - The Xinchuang system follows a "2+8+N" construction path, starting with government agencies and expanding to industries such as finance, telecommunications, and energy [17] Industry Trends - The Xinchuang upgrade process is expected to shift from being policy-driven to being innovation-driven within enterprises [68] - The penetration of Xinchuang in office software is anticipated to expand from government and financial sectors to other industries, with large state-owned enterprises leading the way for local state-owned enterprises and leading private enterprises [69] Key Players - Northrop Grumman (Beixinyuan) and Huidian Technology are notable companies in the Xinchuang office software space, offering high-security communication platforms and intelligent office solutions, respectively [46][49] - Kingsoft Office is a leading company in the domestic office software market, with its WPS Office being widely recognized as a Xinchuang-compliant efficiency office product [59][60]