Cloud Computing Cavalry: Wave 1 billion to create a sea of clouds

Cloud Computing Cavalry: Wave 1 billion to create a "sea of clouds", China wins shortlisted support

Hua Sheng Tiancheng finalists The first batch of national 1.5 billion fund support enterprises list, Ufida to build Asia's largest cloud service provider

In October 2010, the State Council, the Ministry of Technology and the NDRC successively issued policies to promote cloud computing research and demonstration applications. According to the stock trend of related companies

Hua Sheng Tiancheng 14.67+0.231.59%
Wave information 19.33+0.241.26%
Ufida Software 22.42+0.241.08%

In the "white Paper on cloud industry development", released June 30 this year, the company predicts that cloud computing will gradually be adopted by more and more enterprises and institutions in China in the next three years, and the market will grow from 16.7 billion in 2010 to 117.4 billion in 2013, with an annual compound growth rate of 91.5%.

Generally speaking, the cloud computing industry chain is divided into four tiers, IT infrastructure (hardware and operating systems) and system integration Services, IAAS operations maintenance, PAAs cloud platform provisioning and SaaS cloud application services. This issue of Financial weekly reporter from three levels to screen three high-quality stocks: Huasheng Tiancheng (600410. SH), wave information (000977. SZ) and Ufida (600588.SH).

Hua Sheng Tiancheng: shortlisted countries

1.5 billion financial support list

Huasheng Tiancheng is a leading IT system integrator. According to the company's recent three quarterly bulletin, the company in the reporting period system products and system integration services revenue of 1.992 billion yuan, an increase of 24.4%, accounting for 57.99% of the total revenue of the company.

In the field of cloud computing, Huasheng has been a step forward, September 2010 issued a private stock plan, The proposed investment of 210 million yuan in the cloud computing environment of information fusion services platform construction and marketing projects, including the data center, IaaS service platform and the PAAs Service platform construction, to achieve the company from the system integrators to it integrated service provider of the overall transformation.

This transformation is also in line with the industrial development trend. System integrators are the foundation of the cloud industry chain and the initial beneficiaries of national policy, but many analysts say the cloud computing service provider is more valued in the industry chain, and the ultimate beneficiary. According to the company's Non-public offering plan, after the project is put into production, through the "system integration + Software + Services" Three parts of the business linkage, the company to build into IT service first brand, become the domestic first-class it integrated service provider.

And in the near future, after the Ministry of Technology and Development Commission jointly determined to take the lead in the Beijing and Shanghai and other five cloud computing pilot demonstration, the Development and Reform Commission for the five cloud Computing application demonstration project of the first batch of financial support has been approved. According to people familiar with the matter, the Support fund size or will reach 1.5 billion yuan, the first batch of enterprises to obtain support for the list has been identified, China wins days into the finalists.

Wave information: 1 billion yuan to create a "wave of clouds"

BEIJING, Shanghai, Shenzhen and other cities led the investment in cloud computing projects around the country, the government has invested in the construction of more than 10 cloud computing centers.

and foreign cloud computing projects are mainly driven by enterprises, in the domestic government is the main demand for cloud computing, the government in the funds and policies are given strong support. Infrastructure providers may soon explode. Wave information is China's leading computing platform and it application solutions provider, is China's largest server manufacturers and server solutions provider, its nearly half of the sales of government procurement.

April 2010, the company officially launched China's first independent research and development design of the 8-way high-end server and achieve market sales, providing a hardware base for cloud computing. Last August, the company proposed a "wave of clouds" strategy, become the first to publish a complete cloud computing strategy enterprises.

Cloud computing operating system is the key platform for cloud computing technology, the company released this May 31, the self-developed Cloud computing Operating System 1.0, if successful application, the company's performance and reputation will have a significant impact. In addition, this February, the company intends to raise 1 billion yuan to invest in cloud computing operating system research and development upgrades and industrialization projects, as well as container Mobile data center research and development and industrialization projects, is expected to reach the birth of a separate year can achieve sales revenue of 200 million and 960 million yuan. At present, the project has been approved by the Shandong provincial Sasac.

Ufida: Merger and acquisition expansion

Occupy the highest end of the industrial chain

SaaS Cloud application software service is the highest level of cloud computing industry chain and the ultimate development direction of cloud computing. It features a complete application that is provided as a service through multiple leases as needed. The term "multiple hire" refers to a single software instance running on the provider's infrastructure and servicing multiple customer agencies. Because our country's cloud computing project construction is still in the initial stage, but in the long run, the SaaS application software service provider has the investment value.

And in the software supplier of the leading enterprises Ufida may be more easily access to attention, Ufida is the Asia-Pacific local largest enterprise management software provider, with 1 million customer base and rich enterprise application software and professional experience of the advantages, in the country has a wide range of visibility and good reputation. The company also released S (software) +s (service) cloud services core strategy, planning to become Asia's largest cloud service provider in 2015.

By the industry Dongfeng, the company actively through mergers and acquisitions rapid expansion. June 2010, the company and a wholly-owned subsidiary acquired Shanghai EF Think for the information technology company 99% Equity, through the acquisition of the company quickly into the automotive sales and after-sales service information and management consulting market. July 2010, the subsidiary company to another subsidiary of Chun Yuan Company to implement absorption merger, through this absorption merger, the company will optimize resources, save operating costs. March 2011, the company acquired the related side of the company's online business and associated assets, the acquisition is conducive to the company's strategy to occupy the cloud services market. November 8 this year, according to Tencent Science and Technology report, the company's subsidiary Ufida Analysys Holdings and the internationally renowned IT service providers Atos jointly funded 5.7 million euros to form a joint venture company Yunano, for Ufida to enter the foreign market to lay a good foundation.

(Responsible editor: Lu Guang)