Cloud computing industry enters the Take-off phase concept stock List

Cosmos Securities: Cloud Computing will be the fourth time it Industrial revolution

1. Cloud computing will be the fourth it Industrial revolution. Cloud computing (cloud computing) is an internet-based Super computing model that is slowly evolving from grid computing, utility computing and software services to represent the next generation of Internet computing and the next generation of data centers. From the market scale, according to the forecast, the cloud computing market will expand rapidly with the compound annual growth rate of 28%. By 2012, cloud computing technology will be fairly popular and one-fifth of companies will have no it assets. As a result, cloud computing is expected to be the fourth it Industrial revolution after mainframe computers, PCs, and the Internet.

2. The huge market size of "cloud computing" is beyond imagination.

According to the most optimistic estimate, IDC calculates the next 3 years global "cloud computing" domain will have the new business revenue of 800 billion dollars. It is clear that the reason why the global IT giants are competing in the "Cloud computing" field is the size of the future astronomical scale of the market and the very bright prospect it brings.

3. The realistic choice of China's "cloud computing" industry development path. We believe that and foreign cloud computing from the market demand driven enterprise independent development is very different, because of market structure, technology development stage, investment habits and other reasons, the future of China's "cloud computing" development will be the government procurement and enterprise purchase both ends at the same time development, and ultimately promote the whole society to achieve universal cloud computing.

4. Driving factor: Cloud computing is positioned in the "Twelve-Five" strategic emerging industries brought about by the policy of strong support. Investment target selection: For the "cloud computing" investment theme, we suggest that the focus on China wins Tiancheng, wave information, East China computer and other listed companies.

Orient Securities: Welcome to "cloud computing" golden age

The "Cloud computing" field is the major battleground for the future "duel" of the Transnational it giants. Aware that "cloud computing" would be a landmark change in the IT landscape, nearly all heavyweight multinational it giants began to take root in "cloud computing" from different fields and perspectives, with the main players of Amazon, Google, IBM, Mircosoft, VMware, Cisoco, Intel, AMD, Oracle, SAP, HP, Dell, Citrix, Redhat, Novell, Yahoo, etc. Silicon Valley now has about 150 companies involved in "cloud computing", and new business models are emerging.

The huge market size of "cloud computing" is beyond imagination. According to the most optimistic estimate, IDC calculates the next 3 years global "cloud computing" domain will have the new business revenue of 800 billion dollars. It is clear that the reason why the global IT giants compete in the "Cloud computing" field is the future astronomical size of the market and the resulting bright prospects for development. Since 2010, major IT companies have launched a smudge battle to achieve their future dominance in the "cloud computing" market.

Institutional investors are "heavily hoarding", and overseas "cloud computing" leading companies have surged 6 times times in 5 years.

Whether it is Amazon, a big company that is only a part of the business, or a small company focused on SaaS, Salesforce has achieved business-model success, with shares soaring 6 times-fold in the last 5 years. In addition, VMware, the first-beneficiary virtualization technology provider, and SuccessFactors, which provides cloud computing services for performance evaluation, are also being held in the US capital markets, which are successfactors to more than 200 times times the current P/E ratio. It also reflects the recognition of the theme of "cloud computing" by the U.S. capital market and the trend of industry development.

The size of China's "cloud computing" market is expected to reach 1 trillion by 2015. Oriental Strategy Team estimates, according to the Beijing "Xiangyun Project", Shanghai "cloud Plan" and the Ministry of Industry key demonstration of the development of the other three cities, the 2015 national "cloud computing" industrial chain scale may reach 750 billion to 1 trillion yuan, is expected to account for the 2015 Strategic Emerging Industries 15% The above output value scale. In fact, this is consistent with what we refer to as "cloud computing", which is of great significance to the IT industry.

The realistic choice of China's "cloud computing" industry development path. We believe that and foreign cloud computing from the market demand driven enterprise independent development is very different, because of market structure, technology development stage, investment habits and other reasons, the future of China's "cloud computing" development will be the government procurement and enterprise purchase both ends at the same time development, and ultimately promote the whole society to achieve universal cloud computing.

Investment target selection: For the "cloud computing" investment theme, we suggest that the focus on Huasheng Tiancheng, east China computer, wave information three companies, followed by the Guardian, Wave Software, Neusoft Group, Bao letter software, Great Wall development, Dr. Peng, China software and other companies.

Risk hint: Domestic "cloud computing" industry just started, the future still faces certain policy and industry market risk. The short-term profitability of the company also faces a greater uncertainty.

Cloud Computing Concept Unit overview

Cloud computing demand growth space from the traditional IT architecture transformation and transformation, mobile internet explosion demand, the traditional industry information popularization and upgrading of the continuous incremental demand, the local system integrators and local cloud computing platform providers and other fields are facing great opportunities.

The implementation of cloud computing relies on the ability to achieve virtualization, automatic load balancing, on-demand hardware and software platform, the provider in this field is mainly the traditional leading software and hardware manufacturers, such as wave information (000977 shares bar, market, information, the main trading), Hua Sheng Tiancheng (600410 shares bar, market, information,  Main trading) (600410 shares, market, information, the main trading), Huawei, ZTE (000063 shares bar, market, information, the main trading) (000063 shares bar, market, information, the main trading), Lenovo, founder Technology (600601 shares bar, market, information, the main trading), the Great Wall computer (000066 shares bar, market, information, the main trading) (000066 shares bar, market, information, the main trading), the shares of all arts (600770 shares bar, market, information, the main trading) (600770 shares bar, market, information, the main trading).

System integrators include: Hua Sheng Tiancheng, neusoft Group (600718 shares bar, market, information, main trading) (600718 shares bar, market, information, main trading), Wave Software (600756 shares bar, market, information, main trading) (600756 shares bar, market, information, the main trading), God Code,  Guardian Tong (002268 shares, market, information, the main trading) (002268 shares bar, market, information, the main trading) and so on; service providers including Dr. Peng (600804 shares bar, quotes, information, the main trading) (600804 shares bar, quotes, information, the main trading), Net-bed technology (300017 shares bar, market, information, the main trading) (300017 shares bar, market, information, the main trading), Shenzhou Tai Yue (300002 shares bar, market, information, the main trading) (300002 shares bar, market, information, the main trading). Application developers include Ufida (600588 shares bar, market, information, the main trading) (600588 shares bar, market, information, the main trading), Kingdee, Focus technology (002315 shares bar, market, information, the main trading) (002315.SZ), Business Treasure (002095 shares bar, market, Information, the main trading) (002095 shares bar, market, information, the main trading) and so on.

(Responsible editor: admin)