China to speed up the layout of cloud computing 10 shares bucking the rally

China's enterprises to speed up the layout of the "Location Cloud"

The company recently released a "location cloud" related technologies and platforms. Industry insiders say the "location Cloud" will lead to smarter government decisions, business operations and personal life.

The relevant person in charge of the National Survey and Mapping Geographic Information Bureau said that the "China position" platform, which was issued by all the people, was suitable for China's national conditions, demonstrating the bright prospect of integrated navigation and positioning service and the great potential of the development of geo-information industry. National Surveying and Mapping Geographic Information Bureau will promote industrial development as an important strategic task, in policy support, resource security, market supervision, technology innovation and so on to increase the work, for the geographical information enterprises to accelerate the development of a good environment.

It is learned that "position cloud" is "cloud + End". "The Cloud", the "China position" platform, is a service backend platform based on cloud computing technology, said Changxiaochun, the technology director of the great-public thinking. "+" is a software middleware that resides in the terminal, responsible for intelligent transmission and intelligence feedback like the nervous system. "End" that is "positioning terminal", are all kinds of intelligent products with positioning capabilities. The "Location Cloud" system is the application of cloud computing to the navigation industry. Xinhua)

Huasheng    (600410  stock Bar, market, information, main trading): both inside and outside the acquisition of the drama

Hua Sheng Tiancheng's main business is for the telecommunications, financial and other industries to provide users with system integration and professional services. Recently, the company spent HK $262 million to acquire the Hong Kong IT industry listed Automatic Systems Group Co., Ltd., in August, the purchase of cash about 9.89 million U.S. dollars, the acquisition of the Mocha software.

for frequent expansions, national Gold Securities said the company's future epitaxial mergers and acquisitions will be the main way to expand. In relying on internal efforts to improve the level of technical services slow progress, clear investment direction in the micro-molecular industry in a dominant position and has its own core technical strength and downstream customers, to quickly cut into the downstream market and upgrade their own level.

In addition, Huasheng Tiancheng also announced a targeted additional program, the company will raise funds not more than 800 million yuan into the cloud computing environment of the Information Integration Service platform, the application of things to support platform, the "service-oriented city" of the next generation of information integration solutions and other projects. SYWG Research, said the company's investment project is the extension of the original business, especially in telecommunications and other fields have many years of IT service experience, is expected in the future of things networking, cloud platform support layer of construction will gain a broad market space.

qiming Information    (002232  stocks, quotes, information, main trading): Future benefits from car networking

Qiming information is specialized in automotive industry management software and automotive electronic product development, manufacturing and service technology enterprises.

as a subordinate enterprise of Faw Group, in "Twelve-Five" planning, the group's positioning of the company before the "derivative economy" to promote the "core support system", means that the company in the future will be the group more support and tilt policy, business will be more space for development.

The company has been in the automotive electronics for up to 10 years of research and development, in the automotive Front loading information system to establish a competitive advantage, is currently the only one can provide bus-level products manufacturers. Industrial securities forecast in the next two years, the company's car electronics, body electronic products will follow the launch of a large number of new models into a rapid growth period. The

BOC International also believes that in the context of vehicle networking gradually to the reality, the company's pre-loading, quasi-pre-loaded products relative to other manufacturers after the functional advantages of products will be fully reflected, the system is expected to yield 60,000 ~8 million units, or to achieve revenue of 400 million yuan, is expected to gradually become the mainstream market products. The company has begun to carry out quasi-pre-loaded product sales pilot, the relevant product sales prospects are more than the organization.

Banyan Software    (002474  stock bar, quotes, information, the main trading): Collaborative management industry will usher in high growth

Banyan Software main software, integration and services, including e-government, information security, quality control three power, collaborative management.

The company's collaborative management offerings are an important profit growth point in the near future. Everbright Securities that the company is the National Grid "SG186" Project Coordination Office system, the only supplier, the order size of about 300 million yuan, the current project is progressing smoothly, will be in the period of 3 years to gradually confirm income by progress; the company for China Unicom Development task management platform is also in the trial, There is a high likelihood of nationwide promotion in the future, when the size of each province's business can reach about 30 million yuan. In addition, the collaborative product replication is strong, the company's products in the National Grid and China Unicom's successful application will provide support for the future Cross-industry promotion. Guo Hai Securities forecast that the business in the next 3-5 years of annual growth rate of not less than 50%.

In addition, the company in the field of information security vulnerability scanning and risk assessment, risk management has advantages, is the domestic network security and vulnerability management product segment one of the leading enterprises, is the only domestic manufacturers of handheld testing, at the same time the company has the advantage of updating the vulnerability library faster, At present, more than 1500 customers to provide services.

Taiji shares    (002368  stock bar, quotes, information, main trading): Cloud computer industry beneficiaries

Taiji shares mainly business for industry solutions and services, it product value-added services, IT consulting services.

Galaxy Securities that the current domestic high-end IT consulting is dominated by foreign companies such as IBM, the government, large enterprises because of more sensitive and important, the urgent need for domestic enterprises to provide IT consulting. Tai Chi shares for the domestic leading, the future has the opportunity to grow into China's IT consulting industry leader.

The driving factor for the long-term growth of Taiji shares in the future is the development of basic software, high-end IT consulting, user demand for data center and cloud computing business, and information construction of government and central Enterprise will continue.

In addition, the company's next-generation data center business is expected to mature into a high-growth period with cloud computing. To do the overall solution of the manufacturers are foreign companies, from domestic competitors are not many, the domestic data center is expected to invest more than 20% annual growth, the company's data center business in the last year to maintain a high growth rate, the current major customers are the financial industry, followed by large enterprises and governments. Therefore, Galaxy securities that with the depth of it construction and cloud computer technology development, to 2013 data center market size is expected to exceed 97.7 billion yuan, the next 3 years of composite growth rate of 24.5%.

East China computer    (600850  shares, quotes, information, main trading): The beneficiaries of cloud computing innovation pilot, focus on asset consolidation Progress

Company released three Quarterly, January-September revenue growth of 66%, The net profit of the shareholder of the parent company increased by 30%, of which the quarterly revenue of 3 quarter grew 70.8% and net profit rose by 252%. The rapid growth of company revenue stems from the increase of HP distribution during the reporting period of the subsidiary companies, and the increase of RMB 75 million and 50 million yuan in east China's computer storage and intelligent building business respectively; however, due to the lower profitability of the new revenue, the company's overall gross margin from the same period last year 15.4% Fell to 10.7% this year, and the slide was obvious. We believe that with the adjustment of the business and the continuous integration of internal resources, the company's operating conditions and profitability will be improved, the year is expected to achieve revenue around 1.52 billion, gross margin of about 12%.

The company will have a qualitative change in profitability after the infusion of Chinese network assets.

Company January 13 issued a public announcement, will be non-public offerings, the acquisition of 90% of the shares of China News Network. At present, the progress is more smooth, only wait for the SFC to approve. China News Network is an information network infrastructure services and solutions provider, since its inception has been to maintain high-speed and stable growth, rich customer resources, profitability outstanding, based on the financial data of December 31, 09, asset injection, the company's net asset scale increased by 163%, operating income growth of 131%, Net profit rose 1200%, and net assets yield increased from 4% to 21%. After the injection of high-quality assets, the stability of the company's profitability will be greatly enhanced, profitability will occur qualitative leap.

companies are expected to benefit from the cloud computing innovation development pilot.

Companies and major shareholders of the joint-stock companies have basic software, network storage, software development, system integration, network security and other business, with network infrastructure construction, platform building, application development, security protection all-round ability, with a more complete layout of the cloud computing field. Earlier in the Shanghai municipal government launched the "Sea of Clouds" plan, the company led the "Huayun" plan to obtain about 500 million of the investment, the company undertook a key task, accumulated a certain technical experience. 22nd this month, the Ministry of Industry and the Development and Reform Commission issued a notice, will be in Shanghai and other 5 cities to start cloud computing services innovation and Development pilot demonstration work, we believe that the company has technical reserves and platform advantages, will benefit significantly. The

gives a "overweight" rating with a target price of 26.95 yuan.

Considering the China News injection, our 2010-2012 EPS forecast for the company is 0.49 Yuan, 0.64 yuan and 0.80 yuan, we believe that the company will have a qualitative increase in profitability after the injection of assets, and will benefit from the upcomingExhibition of cloud computing Services innovation and Development pilot demonstration work, so give "overweight" rating, the target price of 26.95 yuan. (Everbright Securities Zhou)

   (600460  stock bar, quotes, information, main trading): Integrated circuit performance far exceeding expectations

2 Quarter sales revenue of 400.21 million yuan, year-on-year growth of 72.2%, the chain growth of 33.2%, a record high, The main reason is that the company's operating rate is almost 100%. 2-quarter integrated circuit income of 174.5 million yuan, 1 quarter-on-quarter growth of 39.2%, discrete device revenue 109.82 million yuan, compared to the 1 quarter growth 7.1%;led device revenue 114.81 million yuan, compared to 1 quarter quarter-on-quarter sharp increase of 61.5%. IC revenue growth in line with our expectations, led device revenue growth exceeded our expectations, but discrete devices revenue growth rate is lower than we expected. We believe that the lower than expected income of discrete devices may be due to lower product prices.

2 Quarterly IC Business Gross profit margin of 32.4%, 1 quarter growth of 7.8%, discrete device gross profit margin 27.8%, the chain down 3.8%, led device gross profit margin of 50.1%, the chain growth of 2.3%. In the case of rising costs, the gross profit margin of integrated circuit and led device can rise, exceeding our expectation. The big increase in IC gross margin may be related to the increase in operating rate and the quantity of new products.

Overall, we are optimistic about the company's growth prospects for the next two or three years, up from 2010 to 2012 earnings per share of 0.60 yuan, 0.95 yuan, 1.28 yuan, the corresponding dynamic earnings ratio of 32, 20, 15 times times, maintain a "strongly recommended" investment rating. (Societe Generale Securities)

Ufida    (600588  stock bar, quotes, information, the main trading): a big investment down the profit callback can be added after

Ufida today released 2010.5 Annual report. 1H2010 annual revenue of the company increased by 18.6% Year-on-year, gross margin of 22.9% per cent, attributable to the parent company net profit fell 91.9%, a comprehensive diluted EPS for 0.03 yuan; after deducting the non-recurrent profit and loss, the net profit fell 89.8%, EPS is 0.01 yuan, the net profit after deducting non-recurrent profit and loss and share incentive cost is down 81.1%. Seasonal factors are the main reason for the slow growth of revenue, the expansion of staff and new branches lead to higher costs during the period, resulting in a sharp decline in the net after the deduction.

High-end user-driven revenue growth, and subsidiaries are poor. 1H2010, the company's revenue rose 18.6% year-on-year, below market expectations, and is relatively low compared to our annual 30% increase in expectations. Sub-business, the company's NC, U8 and T series three product line revenue year-on-year growth of about 35%, 24% and 8% respectively. Revenue from the parent company and its subsidiaries increased by 23% and 7% per cent year-on-year respectively. The main reasons why we think the company's current revenue growth is lower than expected may include: high-end Business (NC) accounted for the increase, but the NC project implementation cycle is long, revenue recognition concentrated in the second half; since the beginning of the company to restructure the existing business, the new set up a Chang Jie Tong Software Co., Ltd., the T series into its management, Thus affecting the T series of short-term performance, government affairs and tobacco companies, such as the first half of the business development is poor. Among them, the Ufida merger founder Spring Garden brings short-term pains, and the government project bidding delay on e-government business also has influence.

We believe that the company's second half year revenue growth is expected to rebound, mainly based on the following considerations: first, the acquisition of EF-Si is expected to start from September and the table, revenue contribution is expected to be close to billion; second, the company's first half of the new branch is expected to gradually contribute to The higher-growth NC operations will be centrally recognised in the second half of the year, and in the end, the order status of tobacco and government companies is expected to improve.

We estimate that the 1h2010 company's three product line contract growth rate is not low. At present, the macro-economy in the second half of the two dip is unlikely, we judge the second half of the contract will still have a higher growth rate. We believe that the company's annual revenue growth rate reached 25~30% is a reasonable expectation.

The reason for the decline in profitability: No equity investment gains, big investment and poor affiliate performance. Company this period is deducted after the net profit Year-on-year decline, the main reasons are three: first, the company last year to sell the Beijing bank shares to achieve 267 million yuan, and this period does not have the proceeds; The company set up 16 branches in the second half of last year on the basis of the first half of this year, the new set up more than 30 branch offices. Meanwhile, the company isThe second half of the year to recruit thousands of people on the basis of the first half of this year and increase nearly thousands of people; its third, NC business proportion rises, and its profitability is lower than T series, and profit more concentrated in the second half; Finally, tobacco, government and other subsidiaries of the lower performance, drag the overall The company's overall gross profit margin of 87.8%, up 4.7% year-on-year. In view of the outsourcing of services such as the implementation of lower gross margin, we estimate that the main reason for this period of gross profit margin is the low gross margin of service business and product sales business share decline.

from the financial data, the company's overall gross profit margin of about 87.5%, up about 3% Year-on-year, thus driving the gross margin of about 22.9% year-on-year growth, higher than the revenue growth. However, the company's current sales costs and management costs rose 37.5% and 26.5% respectively year-on-year, the total increase of two costs of about 32.8%, significantly higher than the gross margin growth, leading to a sharp decline in the company's main business profits. The main reason for the rapid growth of the company during the current period is that the salary costs of employees increased by about 47% year-on-year, and the increase amounted to 167 million (the overall cost of the first half was increased by about 198 million per cent). On this basis, the cost of the first half of the company's costs outside the salary increases by less than 10%. Taking into account the company is in 2h09 and 1h10 large recruitment, from the perspective of the year, we estimate that the second half of the company and the annual cost growth will be significantly reduced.

A significant increase in wages reduces cash flow. The company 1h2010 operating cash flow of about 256 million, down about 140 million year-on-year, mainly because of a sharp increase in wage expenditure. The balance of accounts receivable at the end of the period is basically flat, indicating that the profit quality has not been significantly reduced. The

maintains an "overweight" rating. Based on higher cost growth assumptions, we lowered the company's 2010-2012-year EPS forecast to 0.49, 0.71 and 1.01 respectively. Our earnings forecasts have implied some of the asset merger expectations. The company's current profitability is mainly caused by increased investment, business development is still healthy. Given that the economy is two times less risky, the company's second half of the order situation is more optimistic. Meanwhile, the company's big investment in the second half of last year and the first half of the year will gradually show results in the next few quarters. As a result, the company is likely to achieve rapid growth next year. With the market valuation benchmark from 2010 to 2011, plus policy expectations, we are 35 times times the 2011-year PE forecast company 6-month target price of 24.65 yuan, to maintain the "overweight" rating from a long-term perspective. The company's report may shake some investors ' confidence, and we suggest matching it at a lower price. (Haitong Securities)

Tri-Thai electronic    (002312  stock Bar, market, information, main trading): The software policy has not yet been cashed in the acceleration of the outbreak of the market

Company as a leader in the field of financial software, one of the industry policy has not been honoured, Second, the recent successful bid to boost the success of CCB, the future is expected to take this Dongfeng accelerated the right to fill.

In the peripheral market stimulation, the market today in the weight of the leadership of the rally, Prev close to the early highs, from the 2,700-point integer mark is only one step away, the whole day rose as high as 1.54%. But the stock risk intensified, the early strong stock up the fall phenomenon is more serious, linked to the pharmaceutical industry, the North mine magnetic materials have fallen. And for the recent overall increase on the small, performance growth of the new shares are much more money favored, such as Zheng Coal machine tail plate exerting force on the attack until trading. Therefore, suggest that the new industries have a strong safety margin of the three-Thai electronic    (002312 shares bar, market, information, the main trading), the unit as a leader in financial software, one of the industry's policy has not been honoured, the second recently won the bid for CCB large single, the future is expected to use this Dongfeng

Financial software leader to welcome the successful bid to boost performance

The company is a leading provider of financial electronic products and services, focusing on the development, production, sales and service of financial electronic equipment and system software. At the same time, the company is also the state password management identified commercial password products production and sales enterprises, with computer information systems integration, security products production and safety technology to prevent engineering design, installation, maintenance qualifications. At present, the main products include electronic receipt system, ATM monitoring system, Bank Digital network security monitoring system. With the further improvement of the information level of the bank and the increasing concern for financial security, the bank's expenditure on security will be expected to be further improved, and the company's future operating income is expected to continue to grow rapidly. From the policy environment, the software industry, "Twelve-Five" planning at the end of the year, is a major event in the software industry, the market for software and services preferential policies, the expected "Twelve-Five" plan will be postponed to the software enterprises tax concessions, and increase the strength to support. As a leader in the field of financial software, the company has obtained 35 national patents, 112 computer software copyrights and 36 software PRODUCT registration certificates, and actively expands the financial services outsourcing industry, which will benefit greatly from the introduction of software policies in the future.

September 1, the company bulletin has been identified as the construction Bank of 2010 electronic receipt cabinet selected suppliers. The company said that the construction Bank of the 2010 annual full line of electronic receipt cabinet suppliers, will have a certain impact on the company's performance. It is understood that the CCB headquarters in the 38 provincial branches of the central bidding, the company won the bid 32. Visible, the bank electronic receipt system is becoming more and more obvious, the company in the industry's leading position has been strengthened, the cityMarket share has steadily increased. In accordance with the 08 company won the Chinese Bank of China Electronic single cabinet project 26 brought nearly billion income estimates, the company awarded 32 projects, the company is expected to add more revenue of about 120 million yuan.

vigorously expand service outsourcing business to bring new impetus to growth

In doing strong financial electronic equipment and security products, the company actively expand financial Services outsourcing business, new areas will bring new impetus to the performance growth. At present, the company's financial services outsourcing business has made substantial progress, in the successful implementation of ICBC Hubei Province branch, ICBC Zhejiang branch of the Bill imaging Services outsourcing business, the first half of 2010 successfully won the bid ICBC Beijing Branch and ICBC Jiangxi Branch Service outsourcing business, and obtains the construction Bank Shenzhen Branch ticket information Entry service and so on the outsourcing business, constructs the comprehensive financial service outsourcing business for the company and realizes from the financial electronic equipment manufacture to the financial service outsourcing business expansion to lay the solid foundation. This month, the company won the bid for part of Tianjin ICBC outsourcing services business. As banks use financial services to outsource, they can save a lot of costs, but also to streamline institutional settings, so the banking service outsourcing market demand is strong. For companies, this expansion means lower costs, broader geographies, deeper customer relationships, and more sustainable sources of profit and performance growth. So far, the company's products have covered the headquarters of China's ICBC, the head of Agricultural Bank, Bank of China, Construction Bank and other domestic state-owned commercial banks and joint-stock banks, with nearly 20,000 bank outlets in use. And with NCR, Hitachi, DePauw and other ATM manufacturers to establish a long-term cooperative relationship. In view of the company has a good and stable customer base, it is expected that the financial services outsourcing business will be rapid development, to be mature will become the company's future growth of another bright spot.

In the two-tier market, the stock has a smaller circulation and better performance, and in 09 it implemented a 10-to 10-Dispatch 3 distribution programme with a higher growth rate. In view of the software "Twelve-Five" planning imminent, as a beneficiary, the unit is expected to be in the policy has not yet been cash in pursuit of funds, staged a wave of the main rising waves. Recently, the overall growth of the unit is small, through platform shocks, after the main wave has quietly started, the volume can accumulate amplification will promote the acceleration of the market outbreak, the proposal focused attention. (Gold Card Consultant)

Neusoft Group    (600718  stock bar, quotes, information, main business): The business has bottomed out after the callback to increase the configuration

lower profit expectations, recommend a lower price configuration, maintain a long-term "buy" rating. Based on higher cost growth assumptions, we will reduce the company's 2010-2012-year EPS forecast to 0.40, 0.50 and 0.66 Yuan respectively. We are still bullish on the growth potential and competitive strength of our outsourcing business, as well as the potential for rapid growth in the medical system business and software licensing business in the years ahead. This is a painful period for companies to invest more in long-term sustained growth. We estimate that the three quarterly reports will begin to show signs of improvement in the company's business, and have now entered a better allocation time. But the company's current valuation is not attractive enough, suggesting that if there is a callback to increase the configuration. In the long term, we maintain the company's "buy" investment rating, 6-month target price of 18.00 yuan, corresponding to about 36 times times the 2011-year P/E ratio. The company's possible stock price catalyst is judged by the greater progress of the Healthy City Project, the new 18th publication and the improvement of the quarterly verification business.

The primary uncertainty. Next year's growth in the health-care system and the outsourcing business is likely to be more than expected; the Japanese economy may lead to less-than-expected outsourcing revenues, and a further rise in wages next year will lead to lower earnings than expected. (Haitong Securities Chen Mifeng)

Bao Xin software    (600845  stock bar, quotes, information, main business): Medium-term results slightly lower than expected annual growth of more stable

Company today released 2010 interim report. Company in 2010 1-June to achieve operating income of 1.23 billion yuan, an increase of 2.69%, the realization of net profit of 118 million yuan, down 5.5%, after the deduction of non-recurrent profit and loss after the realization of the net profit of 112 million yuan, down 1.19%. The company's performance was slightly lower than expected.

The main business is achieving steady growth. In addition to the system integration revenue decline, the company's main business has achieved a more stable growth. In particular, the software development Business, which accounts for 73% of the company's revenue, grew 3.48% and became the basis for the company's revenue growth. What needs to be explained is that this year is a difficult year for the company, some new products and new projects are still in the investment period, it is expected that the next two years revenue will grow rapidly.

The overall gross profit margin is slightly elevated, but management costs are growing faster. The company's gross profit margin increased by 0.55% over the same period last year, reaching 26.59%. On the other hand, the cost rate of the company rose to 14.78% from 13.98% in the same period last year, mainly due to the large investment in research and management costs, which grew by 11.8% over a year earlier.

The decrease in non-operating income is also an important reason for the decline in profits. We have also noticed, although the company's operating profit growth of 2.56% Year-on-year, but the total profit fell by 1.32%, mainly because the same period last year, the external income included the receipt of the Zhangjiang functional area subsidy of 7.84 million yuan and income tax liquidation tax refund of 3.31 million yuan, and in 2010 this part of the subsidy and tax rebate has not been received.

It is expected that the company's performance will continue to grow faster in the next few years. The original business in the company's iron and steel industry can maintain stable growth, the driving force lies in the continuous reorganization and merger of the steel industry and the continuous improvement of informatization; On the other hand, the country will accelerate the construction of Energy Management Center in the next few years, bringing new market space for the company's EMS business.

Maintain the company's "overweight" rating. We expect the company 10, 11 EPS respectively 0.86, 1.10 yuan, corresponding to 10, 11 P/E, 33.0, 25.7 times times, the valuation is reasonable, maintain its "overweight" rating. (Wanguo Yin Yan Technology)

(Executive Editor: admin)