2023 &CEO 2023.8.22 2023 7342亿元 3638起 2930亿元 1326个 -23.5% -37.5% -42.0% -32.6% 2023 H1 2023 H1 2023 H1 VC 2023 PE 2023 H1 2023 6-7 502 2023 2022 2023 2023 N=502 2023 2022 6-7 2022 11% 89% 32% 68% 2023 2023 2023 -37.0% -32.7% -36.8% 23 14.1 110 14 74 2023 E N=502 2023 2022 6-7 2023 E 8.9 2022 2023 E 2022 1 2 13.6% 13.4% 14.5% / 13.5% 13.4% 12.5% 13.2% 12.8% 11.8% / 11.8% 9.1% 10.4% 7.3% / 6.1% 5.3% / 6.1% 4.3% 5.4% 3.9% 4.8% 3.5% ESG 11 N=502 2023 6-7 3.0% / / 2022 2023 +9% 59% 23% 50% ESG 27% PLG IDG N=502 A 2023 B 6-7 C -9% 41% 50% ⻓ C A B LP 2023 LP 2022 2023 72.7% 73.9% 84.1% 63.0% 68.2% 45.7% 18.2% LP 6-7 -16.1% -11.5% 2.2% 6.8% 2023 -9.4% 4.3% 13.6% N=502 -22.5% 6.5% 20.5% LP -21.0% -11.7% 6.5% 15.9% 1.2% 2.2% 20% -4.6% 2023 2023 性 2023 74% 80% 2023 全 / 性 2022 48% 48% / 46% 28% 37% 26% 72% 26% 44% 41% 24% 22% 48% 7% 30% 22% 20% 15% 硬件层 基础层 平台层 2023 N=502 应用层 2022 2023 6-7 安全层 15% 9.1% 7.6% 6.5% 4.1% 1.9% 1.8% 1.4% 1.4% -4.3% -4.3% -5.3% -7.5% -8.3% -8.5% -8.7% -10.2% 2023 2022 2022 9.3 2022 1.2 7.1% • • • • 4 3 0.67 6.5% 2023 9.3 2023 • 2 7400 2022 7400 4.0 3 2 0.67 1.2 6.5% 7.1% % N=502 2023 6-7 5700 分 5700 2023 1000 8.7% 1000 -<3000 3000 -<5000 5000 10.9% 17.4% 2-<3 15.2% 5-<10 21.7% 8.7% 10.9% 5-<6 4.3% 4.3% 20-<30 6.5% 40-<50 2.2% 0.5-1 3-5 6-<7 2.2% 7-<8 2.2% 2-3 N=502 2023 6-7 32.6% 2.2% 52.2% 8.7% 32.6% 3%-<5% 5000 -<1 17.4% 1 -<2 2 -<5 15.2% 4.3% 5%-<7% 15%-<20% 10 3000-5000 2.2% 30% 2.2% 47.8% C 19.6% 15.2% 69.6% B 17.4% 10%-<12% 12%-<15% A 26.1% 7%-<10% 19.6% 4-<5 1% 1%-<3% -<5000 19.6% 3-<4 8.7% 3-<5 1-<2 2-<3 10.9% 28.3% 10.9% 3000 -<1 15-<20 1 6.5% 1-<2 3000 8.7% 17.4% C 6.5% Pr e-IPO 6.5% 6.5% 6.5% 8.7% 2.2% 3%-5% B 2022 2023 分 61.4% 56.5% 34.1% 34.8% 2.3% 分 2.3% 2022 分 全 2023 N=502 2022 2023 6-7 -4.9% 37.0% +0.7% 4.3% +2.1% 4.3% +4.3% 51.9% 3.7% 10.5% 5.3% 7.4% 分 84.2% 0.0% 全 全 A IPO 52% 7.1 27.5 4.4 39% 24% 17.3 17.2 11.2 15% IPO N=502 4% 2023 6-7 -26% 2.1 17% 9% 5.6 5 2.2 10.4 9.8 9.6 6.2 1.7 2.0 / 5.6 5.0 5.0 4.0 3.2 3.0 Top10 分 ESG 分 AI , 66.7% , 3.7% / 59.3% 18.5% 59% 51.9% 37.0% 13.6% 13.4% 13.4% 33.3% 33.3% , 77.8% 13.2% 25.9% 22.2% 12.8% 5G+ N=502 2023 6-7 18.5% Top10 2 分 42.1% , / 21.1% 41% , 14.5% 13.5% 42.1% 12.5% 36.8% 分 11.8% 21.1% 21.1% 21.1% , 11.8% 31.6% 15.8% 15.8% 15.8% 15.8% N=502 2023 6-7 3.5% 14.5% 7.3% 11.8% 5.3% 11.8% 分 3.9% 12.5% 12.8% 4.8% 9.1% 10.4% 4.3% 13.5% 13.6% 6.1% 13.2% 6.1% 13.4% 3.0% 13.4% N=502 5.4% 2023 6-7 2023 8.2% 5.9% 1.4% -2.9% -3.2% 3.9% 87 91 90 -2.0% -2.2% 89 84 88 87 87 84 87 86 81 / 100 N=502 2023 6-7 3.5% -3.3% -7.8% 91 6.4% 8.3% 2.1% 0.6% 2.6% -3.2% 5.5% 2023 2022 75 -1.0% -5.7% -1.3% -7.7% 81 74 80 71 80 79 78 79