On December 24, the list of 2021 top 100 enterprises in Shanghai software and information technology service industry (hereinafter referred to as “top 100”) and 2021 top 100 enterprises in Shanghai software and information technology service industry (hereinafter referred to as “top 100”) was announced. Among them, Alipay ranked the top three in the top 100 list.
Among the top 100 enterprises in this session, there are 8 with an operating income of more than 10 billion yuan, 9 with an operating income of 5-10 billion yuan and 71 with an operating income of 1-5 billion yuan. In 2020, the top 100 enterprises accounted for more than 45% of the industry’s operating revenue, an increase of 28.63% over the previous top 100, and the growth rate was higher than the average growth rate of the whole industry. It is the main force for the rapid growth of industrial scale and the ballast for the economic operation of the industry.
The R & D investment intensity of 100 enterprises is nearly 15%, nearly twice the average level of the industry, which is an important driving force for new technologies and new models. For example, Shanghai Friendess Electronic Technology Corporation Limited(688188) has long tackled key technologies such as computer graphics, motion control and machine vision core algorithms and laser processing technology, firmly occupying the first share of China’s laser control industrial software market; Leyan technology has always been in the forefront of artificial intelligence technology research and development such as natural language processing and process automation. The self-developed e-commerce customer service Siasun Robot&Automation Co.Ltd(300024) 2011 “double 11” has served more than 160 million people, leaping to the first market share of similar products.
In addition, among the top 100 enterprises in this session, new business formats and new models performed well, and Internet information technology service enterprises accounted for 56%. Among them, online entertainment (20%) and online finance (15%) have the largest number of enterprises, followed by e-commerce platform, general Internet service, mobile travel and online education information technology service enterprises.
Among the top 100 enterprises, 13 were shortlisted as “top 100 Internet enterprises in China in 2021”. In the field of industrial Internet, Western supply chain, Dingjie, ideal and other enterprises have built industrial Internet platforms one after another, and the cultivation and application of industrial app are in full swing; In the field of online finance, Alipay, China UnionPay, fast money, remittance world and cash collection occupy 6 of the third party payment market. In the field of e-commerce platform, pinduoduo, tuhu, Zhizhuang and other enterprises are rising rapidly, helping Shanghai become the third pole of China’s e-commerce; In the field of online entertainment, Yuewen, Himalaya, Qimao, BiliBili and MIHA tour maintained a revenue growth rate of more than 30%, firmly occupying the position of the first camp in the subdivided field.
Unlike nearly 40% of the top 100 enterprises established in 2000-2010, 100 enterprises are younger. The new generation forces established in 2011 and later have become the main body of 100 enterprises, accounting for more than 75%. Among them, enterprises established in 2016 and after accounted for 29%. These enterprises aim at hard technology and new markets, seize opportunities, take the supply side structural reform as the main line, and improve the supply capacity of key software; Take advantage of the trend, take the demand side application as the traction, and strengthen the new supply of digital technology; Taking advantage of the trend and supported by data production factors, it has created a new way of production and life, obtained more than 10 billion equity investment, and achieved leapfrog development.
The data show that the threshold for 100 enterprises to be shortlisted is that the compound growth rate in recent three years is no less than 45.19%, and the median value is 76.65%. In 2020, 100 enterprises achieved a total operating income of 16.7 billion yuan, software business income of 15.2 billion yuan, total profit of 6.077 billion yuan and R & D investment of 2.458 billion yuan.
Among the 100 enterprises, software enterprises account for 76%. From the perspective of track segmentation, the number of industrial software, intelligent software, cloud computing and big data software enterprises as a new quality force of software has increased significantly. Information technology service enterprises accounted for 24%. From the perspective of segment track, emerging enterprises such as online medical, online design, online office and online social networking enterprises showed a rapid growth trend.
(Securities Times)
