2024年中国企业出海云服务市场报告

Investment Rating - The report does not explicitly provide an investment rating for the cloud service industry related to Chinese enterprises going abroad. Core Insights - Chinese enterprises are increasingly focusing on high-end industries such as smart manufacturing, healthcare, and finance as they expand internationally. Over 2,000 Chinese listed companies have entered overseas markets, representing over 50% of all listed companies in China. The trend is towards emerging markets, particularly Southeast Asia, Latin America, and regions in the Middle East and Africa [6][14][15]. Summary by Sections Market Overview - The report analyzes the characteristics, demand points, and development trends of cloud services used by Chinese enterprises going abroad. It also explores the competitive landscape of the outbound cloud service market and the differentiated competitive advantages of leading companies [3][4]. User Experience and Demand - A survey of downstream users from various sectors indicates that the core drivers for cloud adoption include compliance cost reduction, cross-border data flow, localization support, and ecosystem partner support. Concerns include data security, cloud costs, and vendor lock-in. Large enterprises prefer multi-cloud architectures, while SMEs focus on the flexibility and cost-effectiveness of cloud-native architectures [7][20]. Competitive Landscape - Cloud vendors that align with the technical needs and habits of outbound Chinese enterprises are more competitive. The ability to provide industry-specific solutions and expertise is crucial for cloud service selection. The report highlights the shift from initial collaboration to strategic partnerships between cloud vendors and ecosystem partners [8][34]. Technological Integration - The integration of AI into cloud-native designs is emphasized, with a focus on enhancing "intelligent-intensive" cloud services. Future cloud services will increasingly incorporate AI capabilities, improving operational efficiency for Chinese enterprises abroad [9][68]. Cloud Service Demand Characteristics - The report identifies key technical and operational demands from outbound Chinese enterprises. Technical needs include reliability, agility, usability, security, and intelligence, while operational needs focus on localized support, ecosystem collaboration, and sustainable development [19][26]. Future Trends - The report anticipates that outbound Chinese enterprises will prioritize flexibility, stability, risk diversification, and cost-effectiveness in their cloud service choices. There will be a growing focus on multi-cloud architectures, serverless architectures, and cloud-native high-availability architectures [25][29]. Ecosystem Development - The cloud service industry is moving towards an "intelligent upgrade" phase, emphasizing the importance of ecosystem collaboration. Cloud vendors are encouraged to enhance their local support capabilities globally, which is vital for outbound enterprises [61][63].