Five years to seven times times "Big data" brings great opportunities

Ministry of Information, "Guidance on the layout of data center construction" issued

The Ministry of Industry and Information Technology issued the guidance on the construction and layout of data center in February this year, and put forward the basic principles of the construction and layout of data center, namely the market demand guiding principle, the priority principle of resource and environment, the principle of regional integrated coordination, the principle of multiple factors, and the principle of International Data Company (IDC) estimates that the global data technology and services market will reach $23.8 billion trillion in 2016 years, close to 150 billion yuan, and the Chinese market will grow nearly 7 times times the size of the next 5 years. Large data market integration technology and services, is forming a rapid development momentum. A-Share listed companies, Tianji Technology (300245), Silver Letter Technology (300231), Rongzhilian (002642) and other promising benefits.

Big data to be watched by international giants scrambling to invest

Big data may still be a new term in the country, but in foreign countries, big data is seen as another big business opportunity after cloud computing. "Future data will be a fundamental resource for economic operation, like land, oil and capital." American Victor Schoenberg in his book The Big Data Age. In fact, a large number of well-known companies, including IBM, Google, Amazon and Microsoft, have nuggets of the market.

Recently, IBM announced the acquisition of star Analytics Software PRODUCT portfolio, in addition to star Analytics, in IBM's latest acquisition plan, Splunk and NetApp are the hottest acquisition targets. Splunk in San Francisco, which currently has a market value of $3.3 billion, has helped IBM upgrade its share of large, complex database analytics markets, and the acquisition of NetApp has helped to strengthen the cloud computing business. According to incomplete statistics, since 2005, IBM has spent more than 16 billion dollars to acquire 35 companies related to large data and analysis. In 2012 alone, IBM completed 11 acquisitions, of which 5 involved data analysis operations and 2 cloud computing operations.

On March 22 last year, the Obama administration announced a 200 million dollar investment in large data areas, raising the business to the top of the national science and Technology strategy, which is as important as the "information superhighway" and even defining the data as "the new oil of the future". Not only in the United States, but also in China every day to create data, and a large number of data can be used as a national economic forecasting platform, predicting the future of the world economy, what is happening in China's economy, so as to provide data support for policy development.

Market size will grow seven times times in the next 5 years

The first report by IDC on China's large data technology and services market 2012-2016 forecast and analysis of China's large data technology and services market showed that the market will grow from $77.6 million trillion in 2011 to $617 million in 2016, with a combined growth rate of 51.4 over the next 5 years. %, the market size grew nearly 7 times times.

On policy, in the newly released "Guidance on the construction of data center", some of the policy has also been clear: in line with the requirements of large industrial electricity to perform large industrial electricity prices. To meet the layout-oriented requirements, PUE (pue= data Center total equipment consumption/IT equipment energy consumption) under 1.5 of the new data center, as well as the integration, transformation and upgrade to meet the relevant standards requirements (tentatively PUE down to 2.0 below) of the established data centers in the construction of power facilities, Provide key support to power supply and service, and support its participation in direct power supply pilot for large users. The relevant departments of local government should rationally arrange the land scale of the data center, and provide the support in the aspects of capital, talents and network construction. Under special circumstances, the new super large and large data center, which does not meet the requirements of layout-oriented, should meet the relevant standards (Pue under 1.5), and be reviewed by experts from the Ministry of Industry and Information technology, National development and Reform Commission, etc. can also enjoy the above support policy. With the support of supporting policies, the pace of construction of data centers will be significantly accelerated.

Focus on data center building related stocks

Large data market is the most significant data center construction, at present, Tianji Technology, Silver Letter technology, Rongzhilian and other listed companies have been involved in the construction of data center.

Tianji Technology (300245) is the main business of the Government and enterprises and institutions of the data center IT Infrastructure third-party Services, with self-developed IT infrastructure management and technology implementation software tools, Comprehensive IT infrastructure operation Services combined with remote service and onsite service, as well as overall IT infrastructure outsourcing services to help customers reduce IT costs and improve the overall effectiveness of their IT systems. The company has more than 500 customers in the past three years, the average annual growth rate of about 20%. Company in the high-end IT services in the field of leading position, in 2005 passed the Quality Management system certification IS09001, after successively passed the ISO20000 Information Technology Service Management System certification, ISO27001 Information Security management System certification, And in 2012 successfully passed the software Capability Maturity CMMI-ML3 International certification. The stock yesterday afternoon obviously pulled up, the tail plate concussion higher, closed up 2.49%, the current circulation market value of 535 million yuan.

In addition, Silver Letter technology (300231) of the main business is for the government and enterprises and Institutions data center of IT Infrastructure, Rongzhilian (002642) is based on the domestic large and medium-sized enterprises and institutions of the data center to provide system integration and related technical services.

In addition to data center construction, the arrival of large data age will also bring about the development of other related industries. Guotai Securities that large data-related domestic companies can look at the following clues: Data processing and analysis links, there are comprehensive treatment of the Cupressaceae (300229), the United States and Asia (300188), speech recognition of Hkust (002230), video recognition of the Sea Conway (002415), Dahua shares (002236), Warburg (300074), Zhong Wei Electronics (300270), Proton Electronics (300101), engaged in business intelligence software for a long time its software (002279), Ufida (600588); have engaged in IT consulting and program implementation of the Han information (300170), engaged in information security guards Tong (002268), Venus Chen (002439), etc.

(Responsible editor: The good of the Legacy)