科技行业专题研究：关注优质长赛道、碳中和与元宇宙-220103（16页）

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1()豸()Wind2022103棬2.94%3000.39%0.78%202212IDC3ICT豸硢202220221鷽棬20212023CAGR39.8%2IDC3ICT豸2021634028.9%C1141231飬634028.921202570%绯C1141228塱滮202570%绯50070%50%15020012012307棬顢磻5G(19)(12)(4)411Jan-21May-21Aug-21Dec-21(%)豸3002棬2.94%3000.39%0.78%202212IDC3ICT豸硢202220221鷽棬20212023CAGR39.8%2IDC3ICT豸1棬2021111520212023CAGR39.8%5GCPE20212023CAGR143.6%棬5GARPU2022飬塱CAGR7.76%飬120202023E2531.12803.0T-box46.70%78.00%3G6.00%0.00%4G93.00%84.00%5G1.00%16.00%3G鵥/8068.64G鵥/180154.35G鵥/1000867.43G(0.50.04G(19.828.35G(...