Investment Rating - The report does not provide a specific investment rating for the government cloud industry Core Insights - The government cloud industry relies on cloud computing technology to provide efficient and secure e-government services, with rapid market growth in recent years. The introduction of cutting-edge technologies such as hybrid multi-cloud architecture and blockchain has improved government efficiency and service quality. However, the market faces intense competition from leading players like Inspur Cloud, China Telecom, and Huawei, while also contending with increasing government data security requirements that may slow market growth. Despite this, the high potential of the digital government sector continues to drive steady growth in the government cloud market [5][10][12]. Industry Definition - Cloud computing originated from distributed computing, allowing large tasks to be broken down into smaller tasks for rapid processing across multiple terminals. It centralizes resources in data centers and provides related services over the internet, enabling users to access services without relying entirely on IT infrastructure. Government cloud is a form of e-government based on cloud computing, enhancing information flow between government departments and improving service quality and efficiency while reducing infrastructure construction and maintenance costs [6][7]. Industry Classification - The government cloud can be classified as a special type of hybrid public cloud, combining features of public and private clouds. Public clouds are managed by third-party service providers and shared among users, while private clouds are dedicated to a single organization. The government cloud's service types can be categorized into IaaS, PaaS, and SaaS [7][9]. Industry Characteristics - The government cloud industry is characterized by significant technological innovation, intense competition, and strong policy support. The introduction of advanced technologies and a focus on security solutions are key trends driving the industry [10][11][13]. Development History - The government cloud industry has evolved through several stages: - Emergence Stage (2008-2014): Initial exploration of IT in government with limited market size. - Startup Stage (2014-2021): Rapid growth with the market size increasing from 184.5 billion RMB in 2014 to 390 billion RMB in 2021. - High Growth Stage (2022-2023): Market size exceeded 50 billion RMB in 2022, with a year-on-year growth of 17.17%. - Mature Stage (2023-present): Market growth is stabilizing, with increasing competition and a focus on security standards [14][18][31]. Industry Scale - From 2019 to 2023, the government cloud market size grew from 27.255 billion RMB to 60.354 billion RMB, with a compound annual growth rate (CAGR) of 21.99%. It is projected to grow from 71.825 billion RMB in 2024 to 119.979 billion RMB by 2028, with a CAGR of 13.69% [29][33]. Policy Support - The government has issued numerous policies to encourage the development of e-government and cloud services, including the "14th Five-Year Plan" which emphasizes enhancing digital government construction and promoting the migration of government information systems to the cloud. These policies are expected to drive demand for government cloud services and provide growth opportunities for industry players [13][37][38]. Competitive Landscape - The government cloud market is characterized by a concentrated structure, with leading companies like Huawei Cloud, Tianyi Cloud, and Inspur Cloud holding significant market shares. The top five companies account for nearly 75% of the total market share, indicating high barriers to entry for new players due to the established customer base and technological requirements [41][42][46].
政务专属云：安全高效，智享政务 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-16 12:00