2024年中国基础云服务行业发展洞察报告

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Chinese public cloud service market reached a scale of 3287 billion yuan in 2023, with a growth rate of 19.3%. The market faces increased competition pressure, and new growth factors will require a longer cultivation period [91][92] - The non-public cloud service market in China was valued at 1471.1 billion yuan in 2023, growing at a rate of 18.9%. The development of industry large models is expected to further open up the incremental space for the non-public cloud market [3][94] - The intelligent computing market in China reached a total scale of 3466 billion yuan in 2023, with projections to grow to 14837 billion yuan by 2027. The growth is driven by the significant increase in training computing power investments due to the development of large models [25][22] Summary by Sections 1. Market Overview - The overall cloud service market in China is experiencing steady growth, with the 2023 market size at 4758 billion yuan and a growth rate of 19.2%. The development of AI-related technologies is driving the transformation of the cloud service market from "enhancing comprehensive capabilities" to "building integrated capabilities" [81] - The IaaS market in China was valued at 3121 billion yuan in 2023, with a growth rate of 17.1%. The PaaS market reached 750 billion yuan, growing at 29.5% [85] 2. Development Trends - The report highlights that the demand for intelligent computing resources is rapidly increasing, with the intelligent computing center focusing on providing specialized computing resources and services for AI applications [10][22] - The development of large models is reshaping the application scenarios in traditional industries, enhancing the depth and breadth of business scenarios that require AI support [33] 3. Competitive Landscape - Internet background cloud vendors dominate the public cloud PaaS market, while their market share in the IaaS sector is gradually declining. The competition in the IaaS market is characterized by price advantages and scale advantages, while the PaaS layer is becoming a key differentiator for cloud vendors' "intelligent capabilities" [104][106] - The report indicates that operators are accelerating their development in the cloud market, gradually reshaping the competitive landscape of the basic cloud market [98][94]