ERP是信创软件的重要组成部分，支撑和运行着企业的核心数据，直接关系到国家安全和企业安全。ERP系统是企业资源计划(EnterpriseResource Planning)的简称，是指建立在信息技术基础上，以系统化的管理思想，为企业决策层及员工提供决策运行手段的管理平台。
ERP可帮助企业实现先进的管理模式，对企业所拥有的人、财、物、客户、信息、时间和空间等综合资源进行综合平衡和优化管理，协调企业内外各管理部门，围绕市场导向开展业务活动，提高企业的核心竞争力，从而取得最好的经济效益。自2022年以来，政府明确要求央国企要在限定时间内完成对非自主可控ERP的国产化替代。2023年3月3日，国资委再次发文《国有企业对标世界一流企业价值创造行动》，我们预计相关政策将进一步加强央国企在企业信息化建设的力度的节奏。
服务央国企的软件厂商迎来全新增长机遇。ERP市场主要由软件商和实施商组成，其中软件商负责提供ERP软件，实施商需要为用户提供战略管理、企业运营以及IT技术等相关咨询服务。二者之间的关系基本以软件商为主导，实施商或由软件商直接担任，或由软件商指定进行捆绑服务，或者由客户另外招标。报告认为由于ERP产品本身与各行各业的业务流程深度嵌入，因此前期在ERP国产化的推进过程中，深度覆盖不同细分行业的央国企客户的实施服务厂商参与程度可能逐步提升。
根据报告测算，国内ERP软件加实施服务市场整体空间约1000亿元。传统ERP市场下软件厂商与实施厂商的市场空间：根据SAP年报显示，2022年公司全球收入为2296亿元，其中亚太区域软件收入约330亿元，假设国内收入占到亚太区域30%，即中国区销售软件授权收入为100亿元。假设SAP占据国内高端ERP市场份额为30%，即国内高端ERP软件厂商市场空间为334亿元。国内软件和实施（包含咨询服务）的费用一般是1:1.5-2，即国内实施（包含咨询+服务）的市场空间约为501-668亿元，整体ERP市场空间约为1000亿元。
企业整体信息化投入一般占比每年营收的1.5%，泛ERP系统为重要投入方向。一般认为企业在整体信息化投资为年度营收的1.5%，如三桶油及两张网每年投入可达100亿以上。分行业来看，ERP占据整体信息化支出有所区别，制造业一般在50%-70%，非制造业相对较低。
以下报告全文，供行业参考。
翻译：
ERP is an important part of Xinchuang software, which supports and runs the core data of the enterprise and is directly related to national security and enterprise security. ERP system is short for EnterpriseResource Planning. It is a management platform based on information technology and based on systematic management ideas, which provides decision making and operation means for enterprise decision makers and employees.
ERP can help enterprises realize advanced management mode, carry out comprehensive balance and optimization management on the comprehensive resources such as human, financial, material, customer, information, time and space, coordinate the internal and external management departments of enterprises, carry out business activities around the market orientation, improve the core competitiveness of enterprises, so as to obtain the best economic benefits. Since 2022, the government has explicitly required central soes to complete the localization replacement of non-autonomous and controllable ERP within a limited time. On March 3, 2023, State-owned Assets Supervision and Administration Commission (SASAC) issued another “Action of value creation by State-owned enterprises against world-class enterprises”. We expect that relevant policies will further strengthen the pace of central state-owned enterprises’ efforts in enterprise informatization construction.
New growth opportunities for software vendors serving central soes.
The ERP market is mainly composed of software vendors and implementation vendors, among which software vendors are responsible for providing ERP software, and implementation vendors need to provide users with strategic management, business operation, IT technology and other related consulting services. The relationship between the two is basically dominated by the software vendor, and the implementation vendor is either directly acted by the software vendor, or designated by the software vendor for bundled services, or the client bids separately. According to the report, since ERP products are deeply embedded in the business processes of all walks of life, in the early stage of the promotion of ERP localization, the participation degree of implementation service manufacturers of central state-owned enterprise customers with in-depth coverage of different industry segments may gradually increase.
According to the report, the overall market space of ERP software plus implementation service is about 100 billion yuan.
Market space of software manufacturers and implementation manufacturers in the traditional ERP market:. According to the annual report of SAP, the company’s global revenue in 2022 is 229.6 billion yuan. Among which the software revenue in the Asia-Pacific region is about 33 billion yuan. Assuming that the domestic revenue accounts for 30% of the Asia-Pacific region. That is, the software licensing revenue in China is 10 billion yuan. Assume that SAP occupies 30% of the domestic high-end ERP market, that is. The market space of domestic high-end ERP software manufacturers is 33.4 billion yuan. The cost of domestic software and implementation (including consulting services) is generally 1:1.5 5-2, that is. The market space of domestic implementation (including consulting + services) is about 50.1 to 66.8 billion yuan. And the overall ERP market space is about 100 billion yuan.
The overall informatization investment of enterprises generally accounts for 1.5% of annual revenue. And the pan-ERP system is an important investment direction. It is generally believed that the overall informatization investment of enterprises is 1.5% of annual revenue. Such as three barrels of oil and two nets can reach more than 10 billion yuan annually. From the perspective of different industries, ERP accounts for the overall informatization expenditure. Which is generally 50%-70% in the manufacturing industry and relatively low in the non-manufacturing industry.
The following is the full text of the report for industry reference.
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