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新型冠狀病毒傳染病 (Covid-19) 對中國經濟及ICT市場的影響

Impact of COVID-19 on China's Economy and ICT Market

出版商 IDC 商品編碼 933574
出版日期 內容資訊 英文 38 Pages
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價格
新型冠狀病毒傳染病 (Covid-19) 對中國經濟及ICT市場的影響 Impact of COVID-19 on China's Economy and ICT Market
出版日期: 2020年04月23日內容資訊: 英文 38 Pages
簡介

相較於2003年的SARS,本次新型冠狀病毒傳染病 (Covid-19) 的爆發對整體中國經濟的影響將更深遠。而影響最嚴重的是2020年第1季,從第2季開始影響逐漸減弱。另一方面,受到Covid-19疫情影響,中國ICT產業、經濟、整體社會將出現幾項新趨勢。

本報告研究新型冠狀病毒傳染病 (Covid-19) 對中國經濟情勢與ICT產業的影響,彙整目前傳染擴大情況及主要因應對策、對中國經濟整體及ICT產業的各種影響和其規模、對ICT產業的未來影響 (共10項)、產業相關者未來應採取策略等情報。

摘要整理

新市場發展與動態

  • Covid-19發展的假設情況
  • 分析框架和方法
    • 數據來源
    • 分析方法
    • 影響持續期間
    • 目標市場
  • Covid-19流行病學階段
    • 發病
    • 確認
    • 傳染擴大/嚴格管理
    • 穩定化/消失
  • Covid-19傳染擴大現況
  • Covid-19傳染擴大:與SARS的比較
  • 中國主要COVID-19預防控制措施
  • 國際對Covid-19疫情的因應
  • 2003年SARS爆發對中國經濟的影響
  • Covid-19對主要產業的影響:負面影響
  • Covid-19對主要產業的影響:正面影響
  • Covid-19對整體經濟成長的影響
    • 國際政治經濟環境
    • 經濟成長趨勢
    • 在全球經濟中的中國立場
    • 受Covid-19影響的產業
  • Covid-19中政府主要經濟支援對策
  • COVID-19對中國整體經濟成長的定量影響
  • Covid-19對中國宏觀環境帶來的5大重大變化
    • 行政的智能化與現代化
    • 都市群聚和中心都市的分散化
    • 醫療系統DX (數位轉型) 的加速
    • 非接觸型業務和服務的快速興起
    • 全球供應鏈中「China+1」策略的加速
  • Covid-19大流行將如何影響中國ICT市場?
    • ICT購買的削減
    • ICT購買的延期
    • ICT購買的加速
  • Covid-19爆發對中國ICT市場的影響調查
  • 對中國智慧連網裝置市場的影響
  • 對中國企業級IT市場的影響
  • 對中國主要新興技術市場的影響
  • 對中國主要產業IT市場的影響
  • 對中國ICT市場整體成長的影響
  • Covid-19帶來的10大ICT市場潛在機會
    • 數位平台與大數據
    • 新智慧城市/智慧停車場
    • 線上醫療服務
    • 線上教室與教育
    • 遠距辦公與線上活動
    • 5G產業應用
    • 無人商業交易/服務
    • 生鮮食品電子商務
    • 供應鏈管理
    • 製造/服務機器人
  • 結論

技術提供商建議

  • ICT供應商與產業使用者建議
    • 遠端協作功能和習慣的建立
    • 為各種產品及服務提供高品質線上行銷和顧客協助
    • 優化成本管理與活用政策支持
    • 識別及投資全球大流行後的業務突破和創新

參考資料

  • 相關研究
  • 要點
目錄
Product Code: CHE46039520

This report examines the situation of the current COVID-19 outbreak and analyzes its impact on China's economy. It offers updated predictions on the impact of the outbreak on China's ICT market including the smart connected devices market, enterprise-grade IT market, and key vertical industry markets. It also identifies ten potential major opportunities: 1) digital platforms and big data, 2) new smart cities and parks, 3) online healthcare services, 4) online classroom and education, 5) remote office and online activities, 6) industrial 5G applications, 7) unmanned commerce and services, 8) fresh food ecommerce, 9) supply chain management, and 10) manufacturing and service robots. It ends with a summary and advice for ICT vendors and industry users.

"The COVID-19 outbreak has an overall greater impact on the economy than the 2003 SARS outbreak and its impact will be mainly confined to the first quarter and lessen in the second quarter with a limited full-year impact," says Wu Lianfeng, Vice President and Chief Analyst, IDC China. "On the heels of the outbreak, there will come five major changes in China' s macroenvironment: 1) intelligentization and modernization of governmental governance; 2) decentralization of city clusters + central cities; 3) acceleration of healthcare system digital transformation; 4) accelerating rise of contactless businesses and services; and 5) acceleration of the China+1 global supply chain strategy. These changes will also bring huge opportunities for the ICT market. In their efforts to respond to the outbreak and overcome challenges, enterprises are advised to build remote collaboration capabilities and habits, provide high-quality marketing of online products and services, optimize cost control and utilize policy support, and identify and invest in post-epidemic business breakthroughs and innovations in order to get well prepared for growth after the epidemic."

Executive Snapshot

New Market Developments and Dynamics

  • Assumed Scenarios of COVID-19 Development
  • Analysis Framework and Methodology
    • Data Sources
    • Analysis Methodology
    • Duration of Impact
    • Target Markets
  • Epidemiological Phases of COVID-19
    • Onset
    • Confirmation
    • Outbreak/Strict Control
    • Stabilization/Disappearance
  • Current Situation of the COVID-19 Outbreak
  • Comparison between COVID-19 Outbreak and SARS Outbreak
  • China's Main COVID-19 Prevention and Control Measures
  • International Responses to COVID-19 Outbreak
  • Impact of 2003 SARS Outbreak on China's Economy
  • Impact of COVID-19 on Major Industries: Negative Impact
  • Impact of COVID-19 on Major Industries: Positive Impact
  • Impact of COVID-19 on Overall Economic Growth
    • International Politico-Economic Environment
    • Trend of Economic Growth
    • China's Standing in the Global Economy
    • Industries Affected by COVID-19
  • Main Government Measures to Support the Economy Amid COVID-19
  • Quantitative Impact of COVID-19 on China's Overall Economic Growth
  • COVID-19 Will Trigger Five Major Changes in China's Macro Environment
    • Intelligentization and Modernization of Governmental Administration
    • Decentralization of City Clusters and Central Cities
    • Acceleration of Healthcare System Digital Transformation
    • Accelerating Rise of Contactless Businesses and Services
    • Acceleration of the China+1 Global Supply Chain Strategy
  • How Will the COVID-19 Outbreak Impact China's ICT Market
    • Cutting ICT Purchases
    • Postponing ICT Purchases
    • Accelerating ICT Purchases
  • Survey on the Impact of the COVID-19 Outbreak on China's ICT Market
  • Impact on China's Smart Connected Devices Market
  • Impact on China's Enterprise-Grade IT Market
  • Impact on China's Major Emerging Technologies Market
  • Impact on China's IT Market for Key Industries
  • Impact on China's Overall ICT Market Growth
  • Ten Potential ICT Opportunities Brought by COVID-19
    • Digital Platforms and Big Data
    • New Smart Cities and Parks
    • Online Healthcare Services
    • Online Classroom and Education
    • Remote Office and Online Activities
    • 5G Industry Applications
    • Unmanned Commerce and Services
    • Fresh Food eCommerce
    • Supply Chain Management
    • Manufacturing and Service Robots
  • Conclusion

Advice for the Technology Supplier

  • Advice for ICT Vendors and Industry Users
    • Build Remote Collaboration Capabilities and Habits
    • Provide High-Quality Online Marketing and Customer Support for Products and Services
    • Optimize Cost Control and Utilize Policy Support
    • Identify and Invest in Post-Epidemic Business Breakthroughs and Innovations

Learn More

  • Related Research
  • Synopsis