Analysis of the beneficiary stocks of the 2 trillion market in the "Cloud" data center

As the core of cloud computing development, the construction of data center is very important, recently media reported that the Division of Communications Development is currently drafting the draft "Guidance on the construction of data Center", the layout of the cloud Computing Data Center, and guide the green development of the industry.

According to people familiar with the matter, the Ministry of Industry in the development of cloud computing "Twelve-Five" planning, but also the data center of the construction planning as the focus, to encourage the data center built in the energy, land resources relatively rich areas. With rapid data growth and policy support, more than 400,000 data centers have been reported across the country, with 2 trillion of the market space measured by domestic professional institutions.

According to the China Securities report, since 2009, according to the national strategic decision-making, the main data center construction of "Hardware cloud computing" in the country quickly launched. In addition to Beijing, Shanghai and other demonstration cities, there are Chongqing's "cloud Technology", Guangzhou, "Sky Cloud Technology", Tianjin's cloud computing platform "Xiang Yun" and other non-state demonstration projects. According to statistics, the current number of data centers in China about 430,000, can accommodate about 5 million servers. One of the operating data center room 921, an area of about 880,000 square meters, the number of cabinets about 177,000, can accommodate about 2 million servers.

It is reported that the data center construction layout guidance, will be around the "overall guidance, on-demand construction, green energy-saving, safe and reliable" goal, research data center technology, classification and green related standards, guide the Communication Standardization Association issued "Internet Data Center technical requirements and classification standards"; The organization's cloud computing Policy and Development Forum publishes the Data Center Energy Efficiency Assessment Guide, which directs cloud computing data centers to energy efficiency.

According to people familiar with the matter, the Ministry of Industry developed a cloud computing "Twelve-Five" plan to encourage the construction of the data center to Inner Mongolia, Heilongjiang and other energy-rich, climate-appropriate areas tilt. He points out that the data center has 10.2 million processors, which are required for both power and refrigeration.

2 trillion market to be dug

The rapid growth of data is the main cause of data center construction, the IDC report points out that by the end of 2011, the global data generation reached 1.8 trillion GB, the next 10 years will also increase 50 times times, large data into the global IT industry is one of the fastest growing areas. According to the initial budget of the domestic relevant institutions, the next 5 years, China's data center capacity of the flow of demand will increase 7-10 times, the machine room can be doubled to meet the demand. In the future, China's big data potential market size is expected to be nearly 2 trillion yuan.

The relevant domestic listed companies have already begun to layout this market, Dr. Peng (600804) announced in June this year, the investment of 630 million yuan to invest in Beijing Jiuxianqiao to build a 30,000 square meters of large data centers.

Wave information (000977) in this November launched the first cloud large data machine. Wave Group of relevant people, one machine is currently in the CCB (601939) headquarters and Xinjiang Branch and the Public Security Bureau launched the application, and finance, telecommunications is the main field of integration, and will also open up medical, public security, government market.

In addition, the East China Computer (600850) Cooperative China Information Network and data, through the infrastructure layer to the platform layer to the application layer of the complete industrial chain, is committed to the development of independent intellectual property rights of the ICCs series of cloud computing products.

Financial IT industry hotspots in the next few years are big data

"If the biggest hot spot in the IT industry over the past few years is cloud computing, the focus of future financial it is big data," he said. "In the 2012 China Financial It Innovation Summit Forum" held recently by the Securities Times, IBM Greater China Data management products and Systems management product technology director Liu said.

Liu said that large data in addition to powerful analysis functions, there are large data, the variety of data, generation and processing speed and so on. He cites the most complex hosting business in the banking business, "through the investigation of data, the data to the large platform database, and then processed, after one months of efforts to find: under the traditional platform can be processed, under the big data platform can handle, and processing results better." This is a very successful choice, in the process of bank customers have been very good inspiration and accumulated experience. ”

He said that in the past, banks, financial units, including other IT companies are only concerned about the company's data, but under the large data platform, not only can focus on their own corporate data, but also to focus on the Internet data, which can help enterprises and individuals to analyze and explore customer needs, improve service levels and innovation capabilities. Liu said that the use of large data is not only required by banks, but also by securities firms. "The characteristics of the industry require brokers to set up industry service data for future data mining and collection to help, which is a very big help, needs a long-term construction process." ”

Our country will become the global "big data" market crown

According to the Economic Reference report, recently, the wave group of clouds Large data machine press conference news, as the global "big data" industry, the important composition of the future China "big data" potential market size is expected to reach nearly 2 trillion yuan, become the world's largest "big data" market.

Ying, deputy director of the Software division of the Ministry of Industry and Information technology, said that "big data" is a strategic industry that is related to the overall development of China's economic society. The "Big data" technology can realize the mining and utilization of the information and knowledge in the hidden data of the volume, provide the decision basis for the social economic activities of human, improve the efficiency of each field and promote the intensification of the whole social economy, which plays an important role in promoting the economic development and transformation of our country. At present, "large data" industry has become the forefront of global High-tech industry competition, with the United States, Japan and Europe as the representative of the global developed countries have launched a "large data" as the core of a new round of information strategy. The competition between enterprises in IT industry is transformed into the competition of technology system and industrial system, and the next step includes the wave of our IT enterprises should accelerate the integration of the upstream and downstream resources of the industrial chain, enhance the competitiveness of the technology ecosystem, and further promote the application of the industry.

Huge investment opportunities in the big Data age

Large data is another disruptive technological change in the IT industry after cloud computing and the Internet of things. Cloud computing primarily provides a place and channel for the storage and access of data assets, and data is a truly valuable asset. Business transactions within the enterprise information, the world of things in the global logistics information, the Internet world of human and human interaction information, location information, the number will be far beyond the existing enterprise IT infrastructure and infrastructure load capacity, real-time requirements will also greatly exceed the existing computing capacity. How to activate these data assets, make them for the national governance, enterprise decision-making and even personal life services, is the core issue of large data, but also the inherent soul of cloud computing and the inevitable direction of escalation.

In the big data age, the boundaries of Internet users and consumers are being eliminated, the boundaries of the enterprise become blurred, the data become the core assets, and the business model of the enterprise will be deeply affected, even its culture and organization should be reconstructed. Therefore, large data will have a great impact on the national governance model, the decision-making, organization and business process of the enterprise, and the personal life style. If you cannot use large data to be closer to consumers, to understand demand, to analyze information efficiently and to make a decision, all traditional product companies can only be subordinated to new user platform-level companies, whose decline is not managed to reverse.

Therefore, the big data era will trigger a new round of information investment and construction boom. According to IDC forecasts, by 2020, the world will have a total of 35ZB of data, while McKinsey predicts that the future of large data products in the three major industries will generate 700 billion of dollars in the potential market, the future of China's large data products, the potential market size is expected to reach 1.57 trillion yuan, to the IT industry opened a new golden age. Data-processing technology and equipment providers, IT systems consulting and ERP/CRM/BI transformation service providers, intelligent and human-computer interaction applications, and information security providers will be greatly needed, and the corresponding companies will be given the opportunity.

We are still on the eve of the big Data age, which is expected to be the incubation period of the big data market in the next two years, and will result in large data products after 2014. As the international giants in the hardware layer and the basic software layer Monopoly advantage is obvious, local enterprises will rely mainly on the understanding of customer needs and customer resource advantages, as well as the advantages of localization services, in the application software layer cake, with large data processing, mining technology, data analysis personnel and data assets of the company is worth watching.

Huatai Securities: Analysis of the benefit stocks in cloud computing industry chain

Huatai Securities (601688) research report that cloud computing is distributed computing, parallel processing, grid computing development. The popular understanding is that cloud computing is a resource on a server cluster that exists on the Internet.

The local computer simply sends a demand message over the Internet, and thousands of computers at the far end provide the resources needed and return the results to the local computer, all of which are done in the computer cluster provided by the cloud provider.

According to the characteristics of their products and the impact of the popularity of cloud computing, listed companies that are more closely related to the concept of cloud computing can be grouped into the following categories: Infrastructure products suppliers, application platform suppliers, security products suppliers, and application software and service providers.

Key Company Analysis:

(1) Infrastructure Category:

Wave information: The company is China's leading computing platform and it application solutions provider, but also China's largest server manufacturers and server solutions provider. The company put forward the concept of industry cloud, providing IaaS solution, is the domestic cloud computing leading enterprises.

ZTE (000063): led the establishment of the informal interest Group (Bar BOF), was approved in IAB & IESG, and was allowed to set up cloud computing operational team and cloud application interest group. "Telecom Cloud computing" three core technologies: ZTE distributed structured storage, ZTE Cloud storage Distributed File system, ZTE virtualization technology. The company said its "cloud" Cloud platform is serving a number of telecommunications customers.

Dr. Peng: The company's main value-added telecom business is the application of cloud computing infrastructure business. The company has a city-area fiber network has reached 12000 kilometers, covering the Beijing urban area and 18 counties. Companies in high-end commercial customers internet access to the market share of 50%, Internet cafes access to the market share of nearly 100%, Internet Data center business also occupies a high market share.

(2) Application platform suppliers:

Network accommodation Technology (300017): The company is an Internet business platform provider, knowledge and technology-intensive High-tech enterprises, independent research and development of fast-access VPN enterprise interconnection platform system, network host CDN Platform software V2.0, network host CDN Platform software V3.0, network host fast mass file transfer software V1.0, Network host distributed mass-storage software V1.0, web-Host service quality monitoring software V1.0 and other proprietary technologies, and obtained computer software copyright. Cloud computing Concept Unit, which provides customers with content distribution accelerated network services and Internet Data Center (IDC) services. Huasheng Tiancheng (600410): The company as an information technology application and service provider, the main business includes hardware and system integration, software, IT services three parts. The company's main customers are telecommunications operators, financial enterprises, the postal system. In the area of hardware and system integration, the company is the largest Sun server provider in the country. In the IT service business, the company relies on the telecommunications operators, equipment manufacturers and other good relations of cooperation, in the field of telecommunications has formed a strong competitive advantage. Software business, the company focuses on the corresponding server network embedded software and industry-oriented application software.

"Cloud computing industry chain benefit Unit Analysis"

(3) Safety product Supplier:

Guardian: The company provides a full range of cryptographic products, security products and security systems, including the core encryption module and security platform, password products and security equipment, and a variety of security protection functions of the security system, is currently the core of the password for the information security products and systems of the largest supplier. At the same time, the company has the ability to provide comprehensive information security solutions, provide security integration and engineering Real (Treasury) service, can provide users with a package of solutions to meet the user's full range of information security needs. The establishment of the first "Security Cloud Experimental Center", has launched a full range of security based on cloud technology storage products. September 2010 launched the "Secure cloud storage System".

Venus Chen (002439): Company is a fully independent intellectual property rights of the network security products, services and solutions providers, China's independent innovation of the important National brand and network security industry leader, but also intrusion detection and defense, vulnerability scanning, unified threat Management Gateway (UTM), security compliance audit, Market leader in security professional services and security management Platform (SOC). It is expected that the integration of relevant technologies will greatly enhance the company's network-based cloud computing market competitiveness.

(4) Application software and services:

Ufida (600588): The company is one of the largest management software providers in Asia-Pacific region, the State key software enterprises. Company's management software, ERP software, financial software and other products in the leading position in the country, "Ufida" is the Chinese software (600536) industry's most well-known brands. The company's ERP enterprise management software, group enterprises and industry solutions and small business management software and online services three product lines, covering a wide range of industry areas, enterprise size and growth stage. Small Business management software and online services are now being invested. Publish S's cloud services core strategy and plan to become Asia's largest cloud service provider in 2015.

Focus Technology (002315): The company is a local leading integrated third-party business-to-business E-commerce platform operators, the earliest professional engaged in e-commerce development and application of High-tech Enterprises, is committed to providing customers with comprehensive e-business solutions. The company's business features are ideal for applying cloud computing to improve efficiency and reduce costs. Self-developed and operated Chinese manufacturing Network e-commerce platform as a third-party business-to-business E-commerce platform for Chinese suppliers and global buyers (both supply and demand) to provide a release of supply and demand information and the search for trading partners in the electronic trading market for both the supply and demand of trading information to provide the release, search, Management services, Provide the means and tools for initial communication and consultation, and other relevant services related to the business and trade processes of both supply and demand. Transition to cloud computing can help to improve the efficiency of the company's business and reduce costs.

Digital governance (300075): The company specializes in GIS application based e-government platform development and promotion work, for government departments to provide office automation (OA), Business Management System (MIS) and geographic Information system (GIS) integrated e-government management Information System, and provide the relevant government departments in the application of interconnected e-government management platform. Company in the field of digital urban management market share in the first place, so far has undertaken, including Dongcheng District grid management information platform in more than 10 projects in the application system development work. In areas such as land, planning and real estate, digital governance has successfully implemented more than 70 administrative systems at all levels, through the implementation of the Ministry of Land and Resources, the Department of Land and Resources of Yunnan Province, Kunming and other projects, we have successfully constructed the E-government cooperation platform based on data synchronization and sharing of four level land and resource management departments of ministry, province, City and County (district).

NavInfo (002405): The company is China's leading navigation map and dynamic traffic information service provider, created by the National Bureau of Surveying and mapping the only professional engaged in surveying and mapping of the state-level companies. Committed to the mainstream automotive manufacturers, automotive electronics manufacturers, mobile phone manufacturers, portable navigation equipment manufacturers, mobile communications service providers and the Internet platform to provide professional, high-quality navigation electronic map products and services. Company is China's first, the world's fifth largest navigation electronic map manufacturers, 7 consecutive years in China's vehicle navigation map market share of more than 60%, for 3 consecutive years in Mobile navigation map market share of more than 50%, and in the mobile device services, Internet Map Services, traffic information services in the field of all-round leadership. Super graph Software (300036): The company is Asia's leading GIS platform software Enterprise, engaged in GIS software research, development, promotion and service, is China's GIS industry the most technical strength of the enterprise. Main business through the GIS software industry chain three components, in the domestic GIS software industry to maintain a competitive position, the domestic GIS platform software market share first. Research and development of GIS platform software has a good versatility, can be sold directly to the end user, but also can be sold to value-added developers.