The upstream industry of e-government is the manufacturing of software and hardware such as IT equipment and software development tools. The upstream software and hardware manufacturing industry has relatively mature technology, fierce competition and sufficient market supply. With the promotion of domestic independent substitution plan, the dependence of e-government enterprises on foreign providers will be reduced. The middle reaches are e-government service providers, including providing hardware and other infrastructure products and software, system integration and technical services. To serve the informatization construction of government departments. Downstream industries are mainly government departments, and the government pays more and more attention to the investment in informatization and network security, and constantly strengthens its informatization and security construction.
At present, the upstream participants of e-government include hardware manufacturers such as Lenovo, Huawei and Hikvision, as well as software tool manufacturers such as Qi Ming Information and Zhongke Chuangda. The middle reaches of the e-government industry chain are e-government service providers, including Inspur Information, Inspur Software, Taiji Shares, Nanwei Software, Rongji Software, Donghua Software, Wanda Information and Fiberhome Communication.
Regional heat map of e-government industrial chain: the most concentrated in Guangdong Province.
Judging from the regional distribution of enterprises in China's e-government industry chain, enterprises in e-government industry chain are mainly distributed in Guangdong Province, followed by Hubei, Xinjiang, Hebei, Yunnan, Shaanxi and other regions; In other places, such as Ningxia, Tibet, Heilongjiang, Qinghai and other provinces, although there are also enterprises distributed, the number is very small.
From the distribution of representative enterprises, there are many representative enterprises in Beijing, Shanghai, Shandong, Fujian and Hubei. Among them, representative e-government enterprises in Beijing include Taiji, Huayu Software, Join-Cheer Software and Donghua Software. The representative enterprises of Fujian e-government include Rongji Software, Nanwei Software, Meiya Baker, Booz Software, etc.
Layout of representative enterprises in e-government industry
At present, most listed companies in China's e-government industry are mainly engaged in domestic business, which is distributed in East China, Central China and South China. All e-government enterprises serve various needs of government informatization, such as building an integrated platform and government cloud. The layout of other representative enterprises in the e-government industry chain is as follows:
Note: Enterprises in the statistics are listed companies that have published relevant data, and listed companies that have not published specific data are not included in the statistics.
Latest investment trends of representative enterprises in e-government industry
Since 2020, the investment trends of representative enterprises in e-government industry mainly include using raised funds to expand their business and investing in e-government projects through capital increase subsidiaries. The latest investment trends of representative enterprises in e-government industry are as follows:
—— The above data refer to the Analysis Report on the Development Prospect and Investment Strategic Planning of E-government in China by Forward-looking Industry Research Institute.