Cloud computing industry standards set to accelerate 16 share trillion-dollar feast

Cloud computing industry development will be standard

For the booming cloud computing industry, the authorities will set standards, policies and laws and regulations as soon as possible. At present, preparations for the preparation of standards have begun. This is the reporter from the Ministry of Industry recently convened "cloud Computing development and Policy Forum" on the information obtained. The Forum was jointly supported by the National Development and Reform Commission and the Ministry of Science and Technology.

Yang Xueshan, vice Minister of the Ministry of Industry, said that to consolidate cloud computing technology, industry, applications, services, standards, policies and laws and regulations of the Foundation, in order to achieve the development of cloud computing industries.

For a long time, cloud computing enterprise's development faces many bottleneck. According to the research of Sadie Consultant, there are many obstacles in the development of cloud computing industry in China, such as the lack of user cognition, the lack of standards, the dispute of data sovereignty and the difficulty in standardizing service quality. Among them, the standard and safety of the pair of "wings" and the relevant laws and regulations are the most core, but also the most urgent problem to be solved. Yang Xueshan says the cloud's standard wing is critical to the Cloud's take-off. There is no standard, the development of cloud computing industry can not be standardized healthy development, it is difficult to form large-scale and industrialized cluster development.

To this end, the Ministry of Industry and Telecommunications Institute Dean Cao Shumin said that the next forum will soon set up a working group to promote China's cloud computing strategy and Policy research, exploration of China's cloud computing industry in the regulatory construction, standard system, regulatory system and other aspects of the reasonable development path, to promote cloud computing planning, standards and For China's cloud computing development to create a good supporting environment.

On the day of the Forum, Yang Xueshan to the cloud computing industry to give a high rating. He said that cloud computing is the crystallization of the development of information technology, industry, application and service, and also the expectation of the development of information industry in all sectors of society. After more than 60 years of development, information technology has made great progress, whether it is network, computing power, storage capacity, information acquisition capability and display capability. All these indicate the need for an application and service model that is newer, more complex, and more responsive to user needs.

In such a big context, cloud computing has made people look forward to large-scale information services, Yang Xueshan said. Through cloud computing, the information technology infrastructure becomes a "out-of-the-box" resource, and complex information applications can be turned into goods on the shelves.

According to the Oriental Securities calculation, the next five years the national cloud computing industry chain can reach 750 billion to 1 trillion yuan, to 2015 is expected to account for more than 15% of strategic emerging industries output scale.

Cloud computing industry: will be in Twelve-Five to enter the Take-off phase bullish 4 shares

Investment advice: The concept of short-term cloud computing may become the focus of the market. In the long run, the subject investment opportunity of the computer software industry is based on the optimization of China's economic structure and the application of new technology, such as the Internet of things, intelligent transportation, smart city, cloud computing, mobile payment, dual fusion, video surveillance, medical information and so on. At present, we propose to grasp three investment clues to find the industry's structural investment opportunities: cloud computing industry Twelve-Five Development thinking will be determined, the next five years, the cloud will be in the social security, health care, education, employment and other fields are widely used, income over 10 billion yuan backbone enterprises are expected to stand out. At present, some companies have gone deep into the model city of cloud computing demonstration projects, is expected to become the backbone of the future enterprises. We recommend the group is Neusoft (market, information) (600718), Ufida software (quotes, information) (600588), Huasheng Tiancheng (quotes, information) (600410), wave information (quotes, information) (000977) and wave software (quotes, information) (600756).

Second, with the development of software services in the cloud computing industry, companies that can provide services will be able to develop steadily, with more predictable profitability and a rapid growth potential for companies that can provide software products and services to consumers. We recommend the combination is days of technology (300245), the United States and Asia Cupressaceae (quotes, information) (300188), Han information (quotes, information) (300170) and Lith Chen (quotes, information) (300010).

Third, companies with high certainty of growth, strong performance predictability and a safe margin for valuation.

We recommend the combination of soft holdings (quotes, information) (002073), Dahua shares (quotes, information) (002236), Hai Kang Granville View (market, information) (002415) and radio and Television Express (market, information) (002152).

Domestic cloud computing industry chain is building concern 8 shares

Cloud computing is the fourth it revolution. Cloud computing is a new kind of it resource delivery and usage pattern, which integrates and abstracts computing, storage and network IT resources, and makes it available to users via the Internet on an as-needed and extensible basis. Cloud computing is an emerging technology system that also offers new business opportunities, the fourth it revolution following mainframes, PCs and the Internet.

The cloud computing industry has gained national focus. As an important development direction of information technology, cloud computing will shoulder the heavy task of China's industrial upgrading and economic structure adjustment, and it is one of the important branches of the new industries. In the 35 period, whether in technology research and development, product promotion or application demonstration, cloud computing will receive the government's policies, funds, projects and other aspects of strong support.

China's cloud computing industry chain is in the process of construction. Cloud computing as a new generation of information technology, its technology and business model is not fully mature. There is no uniform standard in China, and industrial development is affected. Governments and businesses around the world are building cloud computing infrastructure on a large scale, but there is still a lack of effective application practices. At the same time, China's enterprises have not mastered the core technology, and international large enterprises still have a certain gap.

The largest market is also the opportunity for our enterprises. Of the three service models for cloud computing, SaaS has the largest market size, about 85% of the total. This is also the main nuggets of Chinese enterprises. In the security, enterprise application software, geographical information, e-government and other fields of our enterprise understanding more profound, compared to foreign manufacturers have a certain advantage.

The cloud computing industry will develop rapidly in the next five years. According to Sadie consultant's forecast, China's cloud computing market size will increase from 2009 to 9.223 billion yuan to 2012 60.678 billion yuan, the annual composite growth rate of 87.4%. The future government, telecommunications, education, medical, financial, petrochemical, electricity and other industries will gradually apply cloud computing, market size will be further expanded. We expect that China's cloud computing market will be in a fast-growing phase by 2016, with a composite growth rate of more than 36% per cent annually.

Investment advice. Combined with listed companies in the cloud computing industry chain position and the company's competitiveness, we give ZTE (market, information) (000063), Ufida (600588), Tai Chi shares (quotes, information) (002368), Donghua Software (market, information) (002065) Buy rating. To China Unicom (market, information) (600050), super Map software (quotes, information) (300036), Huasheng Tiancheng (600410), wave information (000977) overweight rating.

Risk: The national technical standards have not yet come out, the choice of technology there are certain risks; cloud computing industry chain growth time is still uncertain.

(Responsible editor: Lu Guang)