Cloud computing is still in the Warring States era by emerging industries swept the capital market

Source: Internet
Author: User
Keywords Capital markets emerging industries
Cloud computing wave by the strategic emerging industries swept China's capital market, on the one hand, let this look in the "cloud" concept into ordinary people's home, but also let some of the relationship with the cloud is not so "intimate" enterprises are moving along the pole up.  We will continue to interpret the real relationship between these companies and cloud computing in the "Focus on cloud computing" series. "Cloud computing" assets have yet to be injected into a key move of January this year, leaving the IT industry with a youthful glow from the old computer Company of CEC (China Electronics), which is almost forgotten.  Over the past two weeks, the concept of "cloud computing" has turned into one of China's leading potential companies. This January, the East China computer issued a notice that will be through directional additional, acquisition of large shareholder of the East China Computing Technology Institute and 8 Natural Persons holding the Chinese network 90% of the shares, about 67.5 million shares. After doing some fine-tuning, the East China Computing Technology Institute promised to sell the remaining 1% to it.  July, it received the SFC Administrative license application for acceptance notice, is currently in the SASAC level emergency approval.  In the past years, the East China computer's main business has been computer, electronics and communications equipment, system integration and so on, although in the channel, the industry market some sound, but the overall has been declining, the former cattle stocks almost forgotten by it people.  In the 2009 earnings, it redefined the future for itself, which is positioned in the cloud computing field, but they have no core competitiveness, so fancy the brother Enterprise China News Network. This action is tantamount to reshaping the future of the enterprise.  China News Network is a network and system integration service provider, in data, voice, video and mobile and other professional fields have a strong influence, it is Cisco China's largest partner. After the acquisition of the Chinese news, east China Computer will become a provider including network systems integration solutions, network storage, network services, such as integrated companies.  As the main shareholder of the East China Computing Technology Institute in operating systems, databases and other basic software business has a core competitiveness, plus the group CEC's other network security business support, East China computer is expected to become China's largest "cloud computing" platform provider.  Up to now, in the "cloud computing" coat has not really put on the premise of the East China computer price has climbed to about 26 yuan yesterday, and the second half of last year, when the first news came out at about 8 yuan, has doubled more than two times. Let us look at the financial level, the Chinese network can bring what value. At the end of 2009, its revenue was 1.35 billion and net profit was about 130 million. The net profit of East China computer is only more than 10 million yuan.  After the completion of the acquisition, the assets to be injected in 2010 will enlarge the net profit of East China 15 times times, and its assets of course also improve. China News network assets once injected, east China computer is equal to get a lot of cloud computing service orders immediately. Because, China News network in Finance, telecommunications, government departments and many other industries have a lot of customers, such as mobile, Unicom, China Telecom, Bank of communications, Shandong billion Heilant equal to the top five, sales accounted for its38.44% of the revenue.  In fact, at the beginning of the year, the East China computer also took 3.055 million U.S. dollars from Hewlett-Packard to acquire all 33.3% shares of information, in the Chinese server market began to emit independent voice. This is also the reason why the East China computer is regarded as a potential leading enterprise in the Chinese cloud computing field.  Unlike other cloud computing concepts, which are mainly based on system integration, it has a relatively low-level technology, more focused upstream, and has the same system integration capabilities. The East China computer in Shanghai will naturally not waste policy advantage. Shanghai has been the Ministry of Industry and the Development and Reform Commission as the five major pilot cities.  Not long ago, Shanghai has announced plans for the next 3 years, put forward the goal of "Chichong", that is, to cultivate 10 domestic influential, annual revenue billion enterprises, 10 for urban management, industrial development and other fields of demonstration platform, the promotion of 100 software services transformation to do services, new information services revenue 100 billion yuan. The East China computer itself has taken the lead in announcing the "Huayun plan", preparing to invest 500 million and participating in the Shanghai key development of the six major cloud computing projects, which accounts for almost half of its direct spending. At present, it also undertakes the Shanghai Cloud Computing Framework network equipment and the key technology development.  In addition, it is China's "cloud Computing Industry Alliance," one of 55 members.  However, an embarrassing fact is that, up to now, the Chinese news network assets have not been injected into the East China computer, the latter's current "cloud computing" is still a cover. The cloud computing industry's explosive power "the Blueprint for future cloud computing cannot be imagined in any way excessive."  Tian, founder and chairman of Broadband capital, said. Whether as an entrepreneur or an investor, Tian feels that their generation is very lucky. "Through the computer from the mainframe to personal PC, the rise of the internet, now ushered in the cloud computing this revolutionary wave, cloud computing is expected to become the mainframe computer, personal computers, the Internet after the fourth time it industrial revolution." "That's the reason why Tian tells. [Page] Tian has been involved in the founder of the technology, and then as the former CEO of China Netcom, the current operation of the broadband capital is a focus on telecommunications, the Internet, media and technology in the field of equity investment funds.  He has witnessed every revolution in the IT industry. The State Council issued a decision on speeding up the development of strategic emerging industries, pointing out that the seven major sectors of development include a new generation of information technology industries, of which cloud computing is also an important component.  2020 new generation of information technology will become the pillar industry of national economy.  In May this year, Tian's broadband capital and rim set up the BlackBerry China Partner Fund, which amounts to $100 million trillion, focusing on SME equity investments in cloud computing and mobile interconnection.  Tian said the fund would focus on cloud computing over the next 35 years and that the cloud computing sector would include three parts of cloud operating systems, cloud chips and the application of cloud terminals. Tian said that in the future of the cloud computing era, people willComputing and storage functions on the cloud, ordinary users do not need to spend money to buy expensive equipment, which will bring challenges to companies such as Microsoft, Intel, and cloud computing also makes small and medium-sized enterprises and even individuals to the threshold of entrepreneurship, many ideas and applications can be placed in the cloud storage, no need for a lot of hardware input, which will make IBM,  SAP and other companies feel the pressure. Tian said that China's early Internet development followed the United States, the United States has Yahoo, China has developed Sina, Sohu, the United States has Google, China has subsequently developed Baidu. But he believes that in the era of cloud computing, Chinese innovation should not be modelled on the US. When a business model is still vague, it is often the best chance to emerge from a new generation of winners. This was the time of the internet era, and so did the cloud computing era.  As in the internet age, the cloud computing era will greatly shorten the time to start a successful business. Tian recently went to Silicon Valley to see a business case, three of the programmers who have never met through the Internet to understand and collaborate on the Web Development Program, the program is to help calculate the power consumption of each device, so as to achieve power-saving function, the software is running on their leased cloud computing platform,  A few months later, the software was used by Starbucks to save money on electricity bills at Starbucks ' stores around the world.  Without cloud computing, these three people need to buy a lot of servers and bandwidth for the operation of the software, and the cost and time of starting a business multiply. "Cloud computing will make it less problematic to shorten the entrepreneurial cycle from a few years to a few months."  Tian also revealed that he had a crush on a Yahoo-born program developer who was planning to develop a cloud-based operating system that would have the "big idea" of an operating system in the emerging environment of cloud computing. Cloud computing business generates more than 20% "whether from macro policy level or business level, cloud computing, Internet of Things must be the focus of our future development."  "Yesterday, Liu, a representative of the securities business, said to the first financial daily reporter. The day before yesterday, the company's share price was like a somersault, and the opening jumped to a halt.  Although some "turned back" yesterday, investors are still seen as a harbinger of rapid follow-up. Hua Sheng Tiancheng has been seen as a popular Chinese cloud computing concept stocks.  So, in this wave of capital boom, how much can it continue to "walk in the Clouds"? It doesn't seem so magical.  This company belongs to the Computer application service industry, although the domestic it comprehensive service provider rank front, but regardless of scale or influence, is not a leader. But it is one of the most focused cloud-computing companies in the current business.  Huasheng Tiancheng positioning in the communication software system integration and IT professional services, over the years, in the telecommunications, finance, the postal industry's system integration business in the forefront. The four types of enterprises that build cloud industry chain are: Infrastructure provider, System integrator, service provider, application developer. Hua Sheng Tiancheng is not the bottom of the hardware and software core technology provider, but a three-and-one, covering the back of threeRole。  [Page] "As early as the concept of cloud computing came out a few years ago, our business and organizational structure had focused on this strategic area."  "Wang Weihai, president of China's Victory Day in Chongqing, said. Hua Sheng Tiancheng does have a lot of cloud computing resources. It is the world's largest provider of cloud computing infrastructure companies in China, including Oracle (including its subsidiary Sun), EMC, IBM, Avaya, Juniper, Hewlett-Packard, Symantec, VMware, and so on, almost encompassing the most core technologies and products in the cloud computing field, such as server, storage, communications,  Security and virtualization. But the executives said the company has long been not simply acting, system integration and service is the main business.  Up to now, it has defined at least ten product lines, including data center virtualization, storage, high-performance computing, and based on specific applications covering telecommunications, finance, transportation, manufacturing, energy and many other industries. "Government business will be a very central part of us."  "Liu said. Hua Sheng Tiancheng has been the government's concern.  Not long ago, Beijing Municipal party secretary Liu Qi, Mayor Guo Special inspection of Huasheng cloud computing business layout.  The source said, Hua Sheng Tiancheng has been listed as Beijing's cloud computing "Xiangyun Project" core Enterprises, and will participate in the Beijing cloud computing industry base construction, participation in the Beijing municipal government at all levels of cloud computing services, "the government's orders are indeed strengthening."  Liu said that the national industrial policy is gradually implemented, last week, the Ministry of Industry and the National Development and Reform Commission jointly issued the "on the cloud computing Services innovation and development of the pilot demonstration work," Beijing, Shanghai, Shenzhen, Hangzhou, Wuxi as the first pilot city of cloud computing services innovation and development. "As for financial expenses, you can look at our announcements." "she said. Reporter found that, September 3, the company said that the targeted additional fund-raising 800 million yuan, mainly to the "cloud computing" Environment information Fusion service platform construction and promotion, "Internet of Things" application support platform research and development and industry application promotion, "service-oriented city of the next generation of information integration solutions" and other five major projects,  All related to cloud computing and the Internet of Things, only the first two direct projects accounted for 25% of the investment. 2009 earnings showed that the total income of the 2.3 billion yuan, cloud computing business revenue 500 million yuan, accounting for about 22%.  Since the listing in 2004, the company's annual composite growth rate has been more than 30%. But analysts say that China's victory in Heaven is also suffering. Because most of the core technology of cloud computing is in the hands of overseas it giants, it is more like moving boxes and building blocks.  And because there is no uniform industry standards in cloud computing, faced with complex applications, the future may encounter technology convergence problems.  Wang Weihai stressed that the company has been emphasizing research and development, in Beijing, Nanjing, Shenzhen has a research and development center, the current independent intellectual property rights of products and solutions about 50, mainly in the cloud computing, mobile Internet, IoT and other fields. As for the industry standard and the bubble topic, the Wang Weihai in the business trip did notAnswer this newspaper. And not long ago, facing the same problem, Global executive vice president of trend Technology and Asia-Pacific general manager Oscar to this newspaper that the industry only started, is "Warring States era", do not need standards. When it comes to bubbles, he says bubbles are just investment problems, not industry problems, and in a few years, even if some companies fall, cloud computing will change the world, just like 2000 years of Internet.
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