Cloud computing standardization policy looks to be the first to introduce investment opportunities to complete analysis

China Computer Industry Association Cloud Computing Professional Committee was established recently, Fang, secretary general of the Cloud Computing Commission, said in an interview, the cloud can not be all over the government, the need to co-ordinate the layout from the national level, from key technology breakthroughs, industrial chain training, key industry applications, regional layout, investment and financing support, effective integration of " Use "All resources to promote the rapid development of China's cloud computing industry." So how can investors grasp the investment opportunities? To which listed companies will have a positive impact? And look below ...

Cloud computing leading IT industry transformation, domestic cloud computing industry chain is building

Research institute: Jin Yuan Securities analyst: Chuo Hongtian Date: 2011-05-26

Cloud computing is the fourth it revolution. Cloud computing is a new kind of it resource delivery and usage pattern, which integrates and abstracts computing, storage and network IT resources, and makes it available to users via the Internet on an as-needed and extensible basis. Cloud computing is an emerging technology system that also offers new business opportunities, the fourth it revolution following mainframes, PCs and the Internet.

The cloud computing industry has gained national focus. As an important development direction of information technology, cloud computing will shoulder the heavy task of China's industrial upgrading and economic structure adjustment, and it is one of the important branches of the new industries. In the 35 period, whether in technology research and development, product promotion or application demonstration, cloud computing will receive the government's policies, funds, projects and other aspects of strong support.

China's cloud computing industry chain is in the process of construction. Cloud computing as a new generation of information technology, its technology and business model is not fully mature. There is no uniform standard in China, and industrial development is affected. Governments and businesses around the world are building cloud computing infrastructure on a large scale, but there is still a lack of effective application practices. At the same time, China's enterprises have not mastered the core technology, and international large enterprises still have a certain gap.

The largest SaaS market is also the opportunity for our enterprises. Of the three service models for cloud computing, SaaS has the largest market size, about 85% of the total. This is also the main nuggets of Chinese enterprises. In the security, enterprise application software, geographical information, e-government and other fields of our enterprise understanding more profound, compared to foreign manufacturers have a certain advantage.

PAAs accounted for about 10%, and the market for IaaS was about 5%.

The cloud computing industry will develop rapidly in the next five years. According to Sadie consultant's forecast, China's cloud computing market size will increase from 2009 to 9.223 billion yuan to 2012 60.678 billion yuan, the annual composite growth rate of 87.4%. The future government, telecommunications, education, medical, financial, petrochemical, electricity and other industries will gradually apply cloud computing, market size will be further expanded. We expect that China's cloud computing market will be in a fast-growing phase by 2016, with a composite growth rate of more than 36% per cent annually.

Investment advice. Combined with listed companies in the cloud computing industry chain position and the company's competitiveness, we give ZTE (000063), Ufida, Taiji shares (002368), Donghua Software (002065) Buy rating. To China Unicom, Super Graphics Software (300036), Hua Sheng Tiancheng, the tide of information holdings rating.

Risk: The national technical standards have not yet come out, the choice of technology there are certain risks; cloud computing industry chain growth time is still uncertain.

Sitting in the clouds: When cloud computing shines into reality

Research institute: Ping An Securities analyst: Li Zhongzhi date Written: 2011-04-12

Cloud Computing: A revolutionary technology architecture that reshaped the new rules of Internet computing.

Cloud computing is a technical framework that enables people to obtain computing services from remote servers via the Internet, and to allocate computing resources by task. The revolutionary impact of this technological architecture will extend beyond the TMT industry itself to all walks of life.

The infrastructure based on cloud technology has three characteristics: large scale, scalable, high elasticity and super stability. These three technical features are a major breakthrough in traditional computing and storage principles.

The cloud computing framework triggers the rule-rebuilding of the computational ecosystem: the participants in the cloud computing architecture, typical service types and tiers are grouped into three categories, namely, infrastructure, service (IaaS), Platform as Service (PaaS), software as a service (SaaS).

Horngroup on this basis, superimposed the "communication and Social Application" (communications&;socialapplications) layer, forming four levels of blueprint.

More benefits: Not only have obvious economic advantages, but also the cradle of innovative business models.

First, cloud computing technology architecture will bring significant economic advantages: through scale, cloud computing can improve resource utilization efficiency, reduce operational investment, reduce management costs. Experiments show that using cloud computing can increase the average utilization rate of each server from 7% to 68% 80%; deployment time from hour to minute, server rebuild and application load time from 20-40 hours to 15-30 minutes, and data center total operating cost to save more than 30%.

At the same time, the building of cloud computing technology architecture become the cradle of business model innovation: The Cloud Computing technology architecture splits the basic resources and functions into the smallest particles to achieve the flexible combination, which will cause the service transformation of the whole industry; The hierarchical subdivision lowers the threshold of entry at all levels, which stimulates and frees up the socialization of innovation capabilities.

Global trend: The influx of industrial capital.

International mainstream it vendors, such as IBM, HP, Microsoft, Cisco, Google, Amazon and so on are involved in the real cloud computing. Microsoft has recently announced plans to invest 90% of its research and development budget (about 8.6 billion dollars) in cloud computing. Cloud computing has become the industry's recognized next-generation information technology.

Chinese telecommunications and IT companies, such as China Telecom, China Mobile, Alibaba, Lenovo Group and other companies are providing Chinese consumers and enterprises with cloud services. Chinese companies and governments are trying to develop and test cloud computing technology and cloud services.

Policy support: Cloud computing as a strategic emerging industry direction, the government has given substantial support for cloud computing.

The National Development and Reform Commission, Ministry of Industry, Ministry of Science and Technology and other jointly drafted the "Speed up High-tech service industry guidance", cloud computing is as the leading role of High-tech services industry in the future. BEIJING, Shanghai, Shenzhen, Hangzhou, Wuxi, as the first batch of designated cloud computing pilot cities, have a cloud computing applications project this year, such as Beijing Xiangyun, Shanghai Huayun.

Market space: The trillion-tier market.

With regard to the market capacity of cloud computing, each market research organization gives optimistic forecast. IDC predicts that global IT spending on cloud computing services will grow 3 times times over the next 5 years, to $42 billion trillion by 2012, and Gartner predicts that the cloud computing services market reaches $150.1 billion trillion by 2013. The domestic cloud computing market is expected to reach 750 billion-1 trillion yuan by 2015.

Recent recommendations: Focus on Hua Sheng Tiancheng (600410. SH), Shenzhou Digital (0861) HK), Ufida Software (600588. SH), East China Computer (600850) SH), wave information (000977. SZ) and other companies investment opportunities.

(Editor: Liu Fen)