Whose cloud computing ambitions are greatest

In the cloud computing, IoT, mobile Internet, information security and other fields, Huasheng Tiancheng as the leader of the deep participation in the financial weekly listed company major project laboratory researcher Donglanland/Wen you know which one is the rain "cloud"? Huasheng Tiancheng: More than 800 million to find a gorgeous turn Hua Sheng Tiancheng (600410.SH) is the first domestic service network covering the entire greater China region and parts of Southeast Asia's local IT service providers.　　Its business direction involves cloud computing, mobile Internet, IoT and other fields. Financial Weekly reporter found that the company has always been to bring investors surprise.　　Since the listing in 2004, Huasheng business Scale annual compound growth rate (CAGR) reached more than 30%, is the business scale of nearly 4 billion yuan, of which high-end IT services business more than 1 billion yuan. This is probably also a victory days to stand upright with the international giant IBM, HP and other competitive.　　In a "2009 China IT Service market top ten brands" report, Huasheng Tiancheng and IBM, HP and other IT giants ranked top five. Of course, the ambition of Hua Sheng-Tian into cloud computing has been fully demonstrated in its extended expansion.　　Whether it is the acquisition of Hong Kong's largest IT service provider, the Hong Kong Automated Systems Group (ASL), or the 100% equity acquisition of Mocha Software, the competitiveness of the company has been greatly enhanced. But epitaxial expansion remains at the application cloud level.　　Huasheng days into the recent issuance of 800 million big investment in cloud computing and the Internet of things, it is clear to deeper participation in the cloud and the Internet of things.　　An industry analyst, who declined to be named, told reporters that the launch of the cloud Computing project in the near future will help to accumulate technical experience to participate in the private cloud construction project of telecom operators, and that the ITO outsourcing business, which combines with cloud computing platform in the long run, can provide a good opportunity for the company to transform However, despite the large income, the gross margin and net interest rate are not high.　　At present, the company is the software industry revenue scale of the fourth largest listed companies, but because a lot of equipment needs to be outsourced, net profit size ranked 11.　　35 interconnection: Its "cloud" is very ordinary 35 interconnection (300051.SZ) is a very common company, is also a clever borrow cloud superior company.　　35 The main business of interconnection is Enterprise mailbox, website construction and domain Name service, and these businesses have a long history in China.　　And, more than one industry analyst told reporters, domain name registration, website construction and the threshold of enterprise mailboxes are lower, 35 interconnection does not establish technical barriers in these areas. "The competition is more sufficient, the company's traditional three main business income future growth is limited." And the company's new OA, CRM business in 2010 2011 to the company's performance contribution is limited, the field has a lot of competitive pressure, the future is not too optimistic.　　Industry analyst Xu told reporters. We can also find another area that is questionable, that is, the use of the 35 interconnected super funds does not show itsTo develop the structure of the cloud on what the material changes. Financial Weekly reporter saw that the company used to raise funds in the 25.9 million Yuan acquisition of Beijing billion China Mail Information Technology Co., Ltd. 70% equity.　　And Beijing billion in the Mail Information Technology Co., Ltd. is a company specializing in mail system software of foreign-funded enterprises, 35 of the Internet business has no substantial upgrade.　　As Xu said, 35 Internet listings 7 months ago, and did not see what it is developing new business, its project has not marked progress.　　Wave information: Cloud computing on the road in the past two years the most cattle domestic server manufacturers not wave information (000977.SZ), but in the cloud, the wave has not set up its own benchmark. Wave information is domestic server market leading enterprises, for many years to maintain domestic market sales and sales first.　　In the key to cloud computing, the server virtualization, the wave has already begun to layout.　　August 19, the big shareholder wave Group announced that the first self-developed cloud computing operating system is in the process of research and development, the current progress is progressing smoothly, planned to launch in the year, known as the Sea of clouds strategy.　　Some analysts told reporters that the value of the system developed may not be as big as the market expected. And the core value of the system and whether it has high value-added, these can only wait until the wave of industry cloud really do.