2020年6月12日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020H1中国地摊经济运行监测分析报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对地摊经济的发展进行分析，结合中国地摊经济发展的背景和可行性，以及全球典型国家的地摊经济发展经验，对地摊经济发展进行深度分析;更进一步，本报告还结合用户调研对地摊经济的购物、餐饮和娱乐等细分业态进行分析，以此探索未来地摊经济的发展趋势。新冠疫情期间，线下消费行业出现断崖式下跌，增加了失业人群并且加剧了低收入群体的生活困境。在此背景下部分城市开始放宽地摊政策，并取得了一定成果。艾媒咨询分析师认为，地摊经济往往会带来城市形象、交通秩序、产品质量等的问题，并且会对实体店铺带来一定冲击，因此地摊经济的发展需要因城制宜。
According to the survey, as of May 2020, the average annual income of Chinese was RMB 30,000, but the average monthly income of 600 million people was about RMB 1000, and the income and consumption needs of low-income groups were of concern to the community. According to a survey conducted by Ai Media Consulting, China's land stall consumption is mainly under 100 yuan, most of which is under 40 yuan. iiMedia Research believe that the economic threshold of the land stalls is low but there is a certain income-generating potential, both for low-income groups to provide consumer products, but also to help some low-income groups to increase income sources.
The domestic service industry has received policy attention in 2019 and will be perfected from education, legislation, and supervision. At present, the domestic service industry is booming in the two formats of maternal and child care and old-age care, and the market for the domestic service industry is expanding. However, the imbalance between supply and demand structure, the low level of quality of employees, and the low scale of enterprises will hinder the industrial upgrading of the domestic service industry. Ai Media Consulting analysts believe that the future consumption upgrade will stimulate the growing demand for domestic services, the policy will promote the improvement of the domestic service system and mechanism, and the domestic service enterprises will also improve the service efficiency and quality in the process of transforming to the Internet.
2017 年，中国202 个大中城市生活垃圾产生量 20194.4 万吨，为城市建设带来了环境污染、垃圾焚烧清理耗费大量电力等问题。2017年初，发改委及住建部联合下发《生活垃圾分类制度实施方案》，要求在46个试点城市先行先试生活垃圾强制分类，上海率先开启垃圾分类，预计2025年底前中国地级及以上城市基本建成垃圾分类处理系统。垃圾分类被提出后，互联网回收创业市场火热，回收商业模式不断创新，环卫相关产业被市场追捧(格林美、启德环境、中国天楹等垃圾分类概念股表现良好)。艾媒咨询分析师认为垃圾分类的实施将在源头对不同类型垃圾进行分别收集、转运，从而推动了循环经济和固废等行业发展，各地政府可以借鉴国外经验，通过积极开展垃圾分类的PPP项目，推动企业参与垃圾分类建设;同时，需要进一步推推广居民的垃圾分类意识。
In 2017, the amount of domestic garbage generated in 202 large and medium-sized cities in China was 219.44 million tons, which brought environmental pollution, waste incineration and cleaning up a lot of electricity for urban construction. At the beginning of 2017, the National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development jointly issued the “Implementation Plan for Domestic Waste Classification System”, which requires the pilot classification of domestic waste in 46 pilot cities. Shanghai is the first to open waste classification. It is expected that China’s prefecture-level and above cities will be basically completed before the end of 2025. A garbage sorting system was built. After the garbage classification was proposed, the Internet recycling entrepreneurial market was hot, the recycling business model continued to innovate, and the sanitation-related industries were sought after by the market (Grimami, Kai Tak Environment, China Tianzhu and other waste sorting concept stocks performed well). Ai Media Consulting analysts believe that the implementation of waste sorting will separately collect and transfer different types of garbage at the source, thus promoting the development of circular economy and solid waste industries. Local governments can learn from foreign experience and actively carry out PPP projects for waste sorting. To promote enterprises to participate in the construction of waste classification; at the same time, it is necessary to further promote the awareness of garbage classification of residents.
In 2019, the overall scale of the digital economy reached 35.84 trillion yuan, accounting for 36.2% of GDP. The digital economy has become an important engine of economic development. The expansion of market entities and the increase in enterprise employment costs have driven the demand for electronic signatures to increase. As the data of iiMedia Research showed, China's electronic contract signings reached 27.89 billion in 2019, a year-on-year growth rate of 317.5%. With the help of the epidemic, the policy opportunities brought about by the in-depth development of informatization reform have accelerated the top-down penetration of electronic signatures. The scale of electronic contract signing is expected to continue to grow rapidly, and it is expected to exceed 50 billion times in 2020. The electronic signature platform is of great significance to promote the digital transformation of enterprises, and the industry value is recognized by the capital market. Overall, the revenue of China's electronic signature market is in a stage of steady growth, but there is still huge room for growth compared to foreign electronic signature markets. In the future, the industry chain of electronic signature will become better. Driven by the technology and market environment, the use of electronic signatures will continue to expand and the use of forms will continue to innovate. The development of mobile electronic signature platforms makes electronic signature operations more convenient and the trend of electronic signature popularization is obvious.
In recent years, China's digital transformation has continued to deepen, and the scale of the digital economy has continued to increase. Data show that in 2019, the scale of China’s digital economy reached 35.8 trillion yuan, accounting for 36.2% of GDP. In addition, the number of small and medium-sized enterprises continued to increase. At the end of 2019, the number of Chinese enterprises reached 38.583 million. iiMedia Consulting analysts believe that the number of China’s small and medium-sized enterprises is huge, and there is still room for substantial improvement in overall digitalization, and the demand for digital services of enterprises is wide. Driven by technology, policies and other factors, the China's corporate service market has broad room for development and the market blossom. The service market with certain rigid demand characteristics such as human resources, finance and taxation, and marketing is expected to take the lead in popularity and growth. In terms of market perception, as the data of iiMedia Research showed, 32.0% of workplace respondents believe that companies affected by COVID-19 will increase their attention to the corporate service market, and 23.7% of workplace respondents believe that companies will increase the investment in related services. The outbreak of COVID-19 has made more and more companies realize the importance of digital transformation, and their attention to corporate services represented by digitalization has increased, which is conducive to the market penetration of corporate services.
随着中国企业对SaaS服务需求不断扩大，中国市场涌现一批新兴的SaaS 企业。在疫情的催化下，进一步加速SaaS业务在垂直领域的发展。iiMedia Research（艾媒咨询）数据显示，2019年中国业务垂直型SaaS市场规模持续增长，CRM和ERP SaaS市场规模分别达到36.9亿元、30.2亿元，位居行业前列。艾媒咨询分析师认为，随着移动互联网的发展和企业主体的扩张，行业垂直型和云端商业模式SaaS企业发展加快，短视频、直播电商及小程序等新兴渠道的兴起也为企业服务SaaS行业带来新的发展机遇。
As Chinese companies' demand for SaaS services continues to expand, a number of emerging SaaS companies have emerged in the Chinese market. Catalyzed by the epidemic, further accelerate the development of SaaS business in vertical fields. As the data of iiMedia Research showed, the scale of China's business vertical SaaS market continued to grow in 2019, with the CRM and ERP SaaS market reaching 3.69 billion yuan and 3.02 billion yuan respectively, ranking the top in the industry. iiMedia Consulting analysts believe that with the development of the mobile Internet and the expansion of business entities, the development of industry vertical and cloud business models SaaS companies has accelerated, and the emergence of emerging channels such as short videos, live broadcast e-commerce, and small programs also serve SaaS companies. The industry brings new development opportunities.
In 2019, China's expense control reimbursement industry benefited from the policy dividend related to electronic invoice, with strong growth. According to iiMedia research, the market revenue scale in 2019 is about 750 million yuan, with a growth rate of 76.1%. iiMedia consulting analysts believe that China's expense control reimbursement industry is still in the initial stage of development, and the enterprise's expense control reimbursement has the property of rigid demand. Under the downward pressure of the economy, the enterprise's digital transformation momentum is increasingly strong. With the popularization and promotion of electronic invoice, the expense control reimbursement products are expected to accelerate the penetration and promote the continuous growth of market scale. From the perspective of market users, the cost reimbursement pain point of workplace population is significant, 89.1% of respondents think that the manual reimbursement mode to be reformed. For the cost control reimbursement products that can effectively solve the pain points of reimbursement for professionals and help enterprises achieve cost control, the market awareness is generally low, and more than half of the respondents said they did not know about such products. iiMedia consulting analysts believe that the current policy, technology, capital and market environment have released more and more positive signals to the expense control reimbursement industry, and the industry development environment is becoming better and better. With the gradual deepening of the digital awareness of enterprises, the expense control reimbursement industry is expected to usher in an explosion and growth, and the domestic expense control reimbursement brands will also rise rapidly.
iiMedia Research（艾媒咨询）数据显示，2018年中国数字经济占GDP比重达34.8%，其中服务业数字经济比重为35.9%，于2016年相比增长了6.3个百分点，在各行业中占比最高，增速最快。数字经济的蓬勃发展，推动着传统产业的改造提升，特别是生活服务行业，其数字化升级为中国经济发展增添了新动能。iiMedia Research（艾媒咨询）数据显示，预计2019年中国在线餐饮外卖市场规模达到2845.5亿元，生鲜电商市场规模达到1620.0亿元，互联网社区服务市场规模达到2316.1亿元，本地生活服务行业在数字化升级推动下，即将进入万亿元市场。而随着一二线城市本地生活服务市场竞争趋于白热化，未来下沉市场和场景拓展将成为本地生活平台竞争的焦点。
As the data of iiMedia Research showed, China digital economy accounted for 34.8% of GDP in 2018. The proportion of digital economy in service industry is 35.9% and increased by 6.3% compared with 2016, accounting for the highest proportion and fastest growth in all industries. The vigorous development of digital economy promotes the transformation and upgrading of traditional industries, especially the life service industry, whose digital upgrading has added new momentum to the economic development in China. As the data of iiMedia Research showed, it is estimated that the scale online take-out market in China will reach 284.55 billion yuan in 2019, the scale of fresh e-commerce market will reach 162.0 billion yuan, and the scale of Internet community service market is reaching 231.61 billion yuan. With the promotion of digital upgrading, the local life service industry will soon enter the trillion yuan market. With the fierce competition of the local life service market in the first and second tier cities, the sinking market and scenario expansion will become the focus of the competition of the local life service platforms in the future.
With the increasing emphasis on intellectual property worldwide, China's intellectual property development has developed rapidly in recent years. In 2018, automobile manufacturing industry became the industry which had the highest number of top 100 intellectual property companies in China, followed by computer, communications and other electronic equipment manufacturing industries. Beijing and Guangdong have absolute advantages, having 25.8% and 16.7% of the top 100 intellectual property companies respectively. The development of China's intellectual property has a regional concentration trend. According to data from iiMedia Research, 83.7% of Chinese companies' R&D expenditures are below 5 million yuan, and over 70% of the companies’ proportions of R&D is less than 10%. There is still much room for development of China's intellectual property. iiMedia Consulting analysts believe that factors such as subsidy and reward used to promote the market greatly. With the continuous development of artificial intelligence and big data technology, innovative investment, and domestic demand will become important elements to improve the market.