Cloud computing Internet market space is expected to open

Under the State Council to speed up the development of the next generation of Internet industry, the positive news stimulation, IPV6 concept stock Jie Technology (002544) 26th, 27th continuous trading, Purple shares (000938) also continued to rise.

As one of the seven strategic emerging industries in the country, the new generation of information technology represented by cloud computing, Internet of things, triple-net integration and next-generation network has become the object of policy focus. Analysts pointed out that the 2012 country will increase the cloud computing, Internet, the next generation of information technology, such as support efforts, demonstration projects and projects will be spread out, technology industrialization will gradually clear, the relevant enterprises will usher in a broader market space.

Industrialization outline

"Twelve-Five" planning clear, play the national major science and technology to lead the supporting role, relying on the advantages of enterprises, industrial clusters and major projects, to organize the implementation of a number of major industrial innovation and development projects, to cultivate a group of strategic emerging industries backbone enterprises and demonstration base.

This is particularly evident in the new generation of information technology. In April 2011, the Ministry of Industry and the Ministry of Finance jointly issued a special fund for Internet-related management measures, set up the first thing Networking Special Fund, the Fund "Twelve-Five" during the issuance of 5 billion yuan, focusing on supporting technology research and development category, industrialization category, application demonstration and promotion category and standard development and public service category four

The 2010-2011 China things Networking Development Annual report predicts that the market size of China's internet of things will reach 230 billion yuan in 2011, up 24% from the previous year. By 2015, China's Internet of things will achieve the scale of 500 billion yuan, an average annual growth rate of about 11%. Security, transportation and medical care in the three areas, is expected to be the first to benefit from the development of the Internet of things, become the market capacity of IoT industry, the most significant growth areas.

In the field of cloud computing, the October 2011 Development and Reform Commission for Beijing, Shanghai, Shenzhen, Hangzhou, Wuxi Five cloud computing application demonstration City allocated the first batch of nearly 700 million yuan to support special funds. Lenovo, Baidu, Tencent, Alibaba, Hua Sheng Tiancheng and so on have been tens financial support.

With the help of funds, companies have entered the cloud computing field. Huasheng Tiancheng (600410) cloud computing as the targeted placement of the project this year, Dong-Churu introduced, the current cloud-related services has become a contribution to the company, is expected to 2011 will bring 10% of revenue growth.

Policy support next year

People familiar with the matter said that the 2012 Internet of things special funds to support the amount will reach 1 billion yuan, and this year to support the amount of 500 million yuan. Just released the internet of Things "Twelve-Five" planning is also clear, will increase fiscal support, increase the scope of the development of special funds for the internet of things, and increase the proportion of industrialization, such as the investment in the Internet of things, to encourage the public and foreign investment in the field of Internet. To form a more perfect thing networking industry chain, cultivate and develop 10 industrial clusters, more than 100 backbone enterprises.

The cloud Computing fund will continue to be invested in 2012, depending on the progress of the project. In addition, the Ministry of Industry is also organizing the development of cloud computing "Twelve-Five" planning, to focus on supporting such as the public cloud services such as Baidu, e-government services and Industry cloud services.

Recently convened the State Council executive meeting also clear, before the end of 2013, launched the 6th edition of Internet Protocol Network small-scale commercial pilot, the formation of a mature business model and technology evolution route; from 2014 to 2015, launch large-scale deployment and commercial, to achieve the Internet Protocol 4th and 6th version of mainstream business interoperability. Citic Securities researcher Pi Sun pointed out that this not only good for telecom operators and equipment providers, radio and television limited operators and Internet operators are expected to seek national policy support.

Guo Hai Securities researcher Shangning that, "Twelve-Five" period, China will comprehensively improve the level of information, speed up the construction of the next generation of national infrastructure, to promote the integration of information and industrialization, and promote economic and social information in various fields. The next generation of Internet, triple network integration, things networking, cloud computing as the representative of the new information technology will open up a broad blue ocean.

(Responsible editor: Lu Guang)