Major listed companies in the industry: UFIDA (600588) and Kingdee International (00268). HK), Huasheng Tiancheng (6004 10), Venus (002439).
The core data of this paper: China enterprise SAAS market scale forecast and public cloud SAAS market scale forecast.
It is estimated that the enterprise SAAS market in China will reach 295.5 billion yuan in 2026.
Compared with 2C application, 2B application occupies an important position in China SAAS industry. China has great potential for digital transformation, especially for small and medium-sized enterprises, which provides sufficient growth space for enterprise software and SAAS expenditure. The adoption of cloud and software localization by the government, rising labor costs and "everything" virtualization driven by the COVID-19 epidemic are powerful catalysts for the growth of SAAS market. According to the forecast of Forward-looking Industry Research Institute, the enterprise-level SAAS market in China will reach 295.5 billion yuan by 2026.
It is estimated that the public cloud SAAS market will reach 654.38+0862 billion yuan in 2026.
In 2020, the public cloud SAAS market in China is only 28 billion yuan, only 1/3 of IAAS in China, and only about 5% of the public cloud SAAS market in the United States. Due to the increasing acceptance of IAAS services in China and the emergence of more IAAS-based applications, according to the forecast of Forward Industry Research Institute, the growth rate of public cloud SAAS in China will rebound to 43% compound annual growth rate by 200212026, which is slightly faster than the growth rate of IAAS. In 2026, the public cloud SAAS market will reach186.2 billion yuan, exceeding the 65,438+of the American public cloud SAAS market.
Obstacle analysis of SAAS industry development
According to the forward-looking analysis, there are some restrictive factors in the development of SAAS industry, such as data information security, lack of industry service standards, imperfect credit system and policies and regulations.
Analysis on the Promoting Factors of SAAS Industry Development
In recent years, China's cloud computing industry has been highly valued by the state, and SAAS industry has been supported by national policies with favorable capital. Driven by continuous technological innovation and strong demand of small and medium-sized enterprises, the industry will develop well.
The SAAS industry will further develop into verticalization, platformization and intelligence.
In 2020, affected by the COVID-19 epidemic, the proportion of domestic enterprise users applying SaaS services increased, and the recognition of SaaS services increased greatly, which laid a good user base for the long-term development of SaaS industry. Looking ahead, the SaaS industry will usher in the following development trends:
The above data refer to the Analysis Report on Market Foresight and Investment Strategic Planning of SAAS (Software as a Service) Industry in China by Forward-looking Industry Research Institute.