700 million policy money to pry cloud computing trillion industry tide 12 shares hope to explode

The "Twelve-Five" plan for cloud computing, which will focus on encouraging cloud computing applications and building cloud computing data centers in areas where resources and climate are appropriate, is not limited to the existing 5 major pilot cities, and advocates financial support for cloud computing. The next five years, the national cloud computing industry chain may reach 750 billion to 1 trillion yuan, is expected to account for the 2015 strategic emerging industries more than 15% of the scale of output. Where are the investment opportunities? Which companies will benefit from this? And look at the following resolution ...

700 million policy funds leverage cloud computing trillion industry boom

The strength and speed of the policy support cloud computing industry is obviously better than the market expectation. Last October, the Ministry of Industry and the NDRC jointly issued "on the implementation of cloud computing Services Innovation Pilot Demonstration work of the notice", Beijing, Shanghai, Shenzhen, Hangzhou, Wuxi five cities as pilot demonstration city. After a year, this October, the development and Reform Commission for the five cloud Computing application demonstration project of the first batch of nearly 700 million yuan to support special funds have been allocated.

At the same time, the ministry-led cloud computing "Twelve-Five" planning is also speeding up the process. According to people familiar with the matter, although the cloud computing "Twelve-Five" planning work is only just beginning, but the Ministry of Industry wants to speed up the process of preparation, and hope that the completed network of Things "Twelve-Five" planning together.

It is understood that the development of the cloud "Twelve-Five" plan will focus on encouraging cloud computing application services, and clear in the resources, climate conditions suitable for the construction of cloud computing data center, rather than limited to the existing 5 major pilot cities, and advocated the financial support for cloud computing.

Service providers as the biggest beneficiaries

NDRC to support Beijing, Shanghai, Shenzhen, Hangzhou, Wuxi Five cities 15 cloud computing demonstration projects of the first batch of nearly 700 million special funds have been allocated. Selected first to support the capital of the enterprise mainly Lenovo, Baidu, Tencent, Alibaba, Huasheng Tiancheng (600410), East China Computer (600850), Kingdee software and other enterprises to share the first money. According to people familiar with the matter, the funds were concentrated in 5 pilot cities, each shortlisted enterprises received relatively large funds. Because of cloud computing focused on supporting the field of cloud services, so Baidu, Alibaba two internet companies to obtain more financial support, the two companies to obtain more than 100 million yuan amount of money. The remaining 10 shortlisted enterprises, most of which received 15 million-20 million yuan of support funds.

The source pointed out that, from the project to obtain funding support, the cloud service providers for small and medium-sized enterprises are more favored by policy. It is understood that the finalists of the Special Fund for the Development and Reform Commission are more than internet companies, and computer applications in the field of Kingdee software, Huasheng Tiancheng, East China computer is the reason for financial support, but also because of its cloud services for small and medium-sized enterprises.

Shanghai to declare the application of Cloud computing demonstration Project Enterprises have a high application threshold, the main requirements are: the declaration should have a clear operation of the main unit, and successfully achieve market-oriented operation, business promotion model is clear, with a feasibility plan, completed after the system services cover not less than 500 enterprises or 10,000 individual users; Cloud computing model project should have a typical cloud computing technology architecture, the use of server virtualization or desktop virtualization technology, the number of system clients after the completion of not less than 100, the application of demonstration projects should be completed in the year and the formal use of the online.

Cloud computing "Twelve-Five" planning will also focus on supporting cloud computing services. According to authoritative sources, cloud computing "Twelve-Five" Draft plan has been formed, the Ministry of Industry is seeking advice, the draft is encouraged in the cloud services: to Baidu as the representative of the public cloud services, e-government services and Industry cloud services.

Or detonate a trillion industry boom

"Funds allocated or triggered the cloud computing application boom. Industry insiders pointed out that this year, "Application" will be the main development direction of cloud computing, the need for a number of pilot-oriented, exemplary industrial demonstration projects to promote industry applications.

It is understood that Beijing and Shanghai have respectively launched the "Xiangyun Plan" and "Sea of Clouds Plan", Shanghai city to promote the construction of Intelligent City 2011-2013 action plan, cloud computing is also included in one of the major projects; Shanghai also released the "Shanghai cloud computing industry base financial support policy implementation measures", announced the establishment of cloud computing industry development special support funds. Shenzhen in August this year set up the Shenzhen Cloud Computing Research Alliance, and launched the "Kun Cloud Project", is expected to 2015, Shenzhen will produce 10 annual sales income of more than 1 billion yuan enterprises, driven by the relevant industrial output value of more than hundred billion. Wuxi, Foshan, Hangzhou, Chengdu and other areas are also the first to start cloud computing infrastructure, cloud computing services platform and Cloud computing industry Park construction.

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

How to find value-added services, explore the profit model, is the cloud can be landed in China's core problem, the special funds allocated only policy support guide funds, lead enterprises and local governments also need to be based on demonstration project progress self-financing. Data show that Huasheng Tiancheng (600410) One of the targeted additional investment projects is "cloud computing environment Information Fusion Service platform construction and marketing projects."

However, the full spread of cloud computing still takes time. A shortlist of companies said that because of the lack of industry standards, the market for different vendors to provide cloud services are not the same, or even incompatible. At the same time, enterprises in the choice of cloud computing services still have some concerns, especially security considerations, most enterprises are not yet able to deliver full trust to service providers.

Tanggang, director of resources Department of Information Management Center of Ministry of Telecommunications, said that the results of cloud computing applications will appear at the end of "Twelve-Five", while the large-scale application of cloud computing services will appear during the "Thirteen-Five" period. He believes that cloud computing is the future of industry applications, but there is no mature profit model, now policy first, is expected to drive enterprise research and development investment.

(Responsible editor: Liu Fen)