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Database: Most of the traditional domestic databases are in the government affairs market, and policies promote industrial prosperity. China's database demand market is mainly in the fields of consumer goods, equipment and government procurement; Among them, the demand of consumer goods database 20 17 reached 2.076 billion yuan, equipment1824 million yuan and government procurement1375 million yuan. Most domestic databases benefit from favorable policies. Driven by new innovative infrastructure and industrial policies, it is expected to usher in rapid development in the future. Domestic databases are mainly represented by Huawei, Tencent, Ali, Wuhan Dameng (China Software), Renmin Jincang (Taiji) and SUNJESoft (Crane Software), and compete with international manufacturers.

Related targets: Crane Software, China Software, Taiji Shares.

Format software: China's format software market benefits from the huge number of application terminals, and the market potential is huge. China's software industry has shown a steady and good development trend, and its software business income has maintained rapid growth. 20176.8 billion yuan was realized in 20 19 years, with a year-on-year increase of 15.9%. Due to the rapid popularization and development of intelligent terminal devices such as desktop computers, tablet computers and smart phones in China, the shipments of PCs and smart phones reached 50 million and 369 million respectively in 20 19. The large number of electronic devices at different terminals increases the demand for document exchange and provides a good development environment for cross-platform and multi-system format software.

Under the huge market potential, the trend of software legalization is obvious. According to the data of the National Copyright Administration, in 20 17 years, party and government organs at all levels purchased1277,000 sets of operating systems, office and anti-virus software, and the purchase amount was 6120,000 yuan; Central enterprises and financial institutions * * * purchased 245 1 10000 sets of operating systems, office and anti-virus software, with a purchase amount of 265,438+45 million yuan; The number of registered software copyrights reached 745,400, up 82.79% year-on-year. Software legalization plays a key role in supporting the development of domestic software.

The field of format software is becoming more and more mature. Adobe, Fuxin, Kofax, Nitro, wanxing technology and other manufacturers occupy the main share of the global format software market. Among them, Adobe, Kofax and Nitro mainly do business overseas, and Fuxin software covers the global market, ranking second only to Adobe in the market position of PDF. Wanxing technology focuses on the domestic market. There is still a big gap between the income scale and R&D investment of domestic typesetting software manufacturers and Adobe, but the product performance is almost the same.

Related targets: Fuxin Software, Wanxing Technology and Jinshan Office.

Streaming media software: Compared with Microsoft, Kingsoft Office has the advantage of being affordable and providing more kinds of office services.

With the optimization of business model, Jinshan Office adopted the "free+advertising" scheme for individual users in 2005, and launched the mobile version of office software on 20 1 1, realizing overtaking in corners. Microsoft Office 365 is currently priced at personal version 39 yuan/month and home version 50 yuan/month, and WPS Office users can use it for free; WPS membership price 15 yuan/month, and svip price with more functions is 30 yuan/month. Compared with Microsoft, the charging strategy of Kingsoft Office is more attractive to users. The adaptation of WPS office multi-terminal and multi-operating system is also conducive to the realization of cross-network, cross-regional and cross-terminal office needs. In addition, Jinshan Office currently provides more diversified services, such as PPT beautification, proofreading, assisted writing, image processing through AI, etc. At present, the artificial intelligence technology of Microsoft Office can mainly provide PPT beautification and translation services.

Related topics: Jinshan office

Selected from Industrial Securities China Basic Software Industry Investment Panorama-Jiang Jialin-July-June 2020