Large data three-echelon: data center, centralized processing, intelligent software

A-Share a "science and technology wind." In Friday, visual data analysis software provider tableau and Big Data marketing company Marketo landed in the U.S. stock market was hot, the day close Marketo shares soared 77.69%,tableau shares also soared 63.71%. Although this happened on the other side of the ocean, but the market for "big data" hype enthusiasm spread to a a-share, nearly two trading days "big data" concept of rapid rise, the idea, Tian-ji technology and other concepts stocks rose to activate the stock market.

On the current classification of "large data" segments, it mainly covers 10 areas in 7 major categories, including data processing, analysis, integrated processing, speech recognition, video recognition, business intelligence software, data center construction and maintenance, it consulting, program implementation, information security, etc. In the interview process, a number of analysts said bullish "big data" the future market prospects, from the degree of benefit, as well as the overall "large data" divided into three echelon. One of the data center construction and maintenance of the subdivision of the industry in the days of technology, Silver letter technology, Rongzhilian and so the most market-oriented.

First Echelon: Data center construction and maintenance

With the arrival of the large data age, the burst of data will be accompanied by the expenditure of hardware equipment and the large-scale construction of data center.

In this big cake, the domestic related service provider's advantage will be reflected, the benefit degree will also be biggest. Some industry analysts pointed out that the local service providers in order to adapt to local customer demand, provide flexible localization services, reduce management costs and so on are clearly dominant. Compared with foreign higher third party service market penetration, and domestic third-party services market share is still small, with the gradual expansion of market share, the future of the industry is broad. Tianji Technology, Silver Letter technology, Rongzhifa Lian Xin Sunyard, Sanyo Electronics and other companies engaged in data center operation and outsourcing services will benefit the company.

As one of the big data concept strands, the short-term performance of Tian-ji technology is suppressed by the rapid cost growth, but it is more and more clear with the transformation of the company's service business. Security analyst Hu Wen said that the 2012 days of the technology in the maintenance of IT operations and maintenance services, while the IT software services business to achieve rapid growth, it third party all-round service capabilities to continue to improve. 2012 Year of the Four Seasons company profit growth rate increased significantly, first quarter net profit year-on-year growth, performance reversal trend is determined.

With the gradual increase in investment, the market is expected to increase the revenue of the IT infrastructure services in the Silver letter technology in 2013 about 50%. Wang, an analyst with Japan Securities, believes that IT infrastructure services have a positive correlation to the demand for people, and that 2012 IT infrastructure services business revenue growth is much lower than the same period of growth, even excluding the expansion of the business to cover the network needs of the staff input is also a big gap. This means that the company currently has a large number of service contracts or contractual intentions, but cannot confirm revenue in 2012. Therefore, it is expected that the company's 2013-year service revenue is expected to reach 40%-50% growth, and mainly from the 2012 investment brought by the successful development of new customers, which is enough to support the company's future service business continued to grow.

Second echelon: Data processing and information security

The strategic significance of large data technology lies in the specialization of these meaningful data and the real value from the huge amount of data, which is composed of a large number of data sets. Industry insiders pointed out that the data processing is the core of large data, the vast number of data needs more technical services, data processing, analysis links, integrated processing areas of the Nanjing Cloud storage will be one of the beneficiaries. In addition, the government agencies, the military and other customer data security is crucial, the Guardian, Venus Chen and other information security enterprises will be the first.

Although not the first benefit of the enterprise, but in the capital of the crazy hype, the extension of two consecutive trading days strong enough to show the concept of large data "power." Galaxy Securities analyst Wang Jiawei that, due to customer input into the trough period, affecting the 2012-year performance. 2013 company plan focused on the products have, trshybases large data management system, TRS Content management system, TRS Enterprise search engine, TRS knowledge management system, as well as hardware and software integration bundled TRS large data integrated machine products and social media analysis online cloud service platform. The company's business is the core of large data, its business model is forward-looking, long-term value can be period.

And in the field of information security, Venus Chen by the market is considered to be the current a-share information security industry, the most tens of billions of market potential companies. Haitong Securities analyst Chen Mifeng said that the main investment logic is the industry boom and integration effect of the embodiment. Short-term performance disturbances will not change the company's long-term investment value. In all short-term performance bearish, the long-term investors can be actively configured to enter.

Third Echelon: Business intelligence software

In the large data industry chain, security, systems and network management software is also one of the sectors that analysts are optimistic about. It has been reported that large data and data analysis are closely related to the rapid development of the socialized commercial software market, and the related software areas will maintain a steady growth rate. In the software field, analysts are most optimistic about far-optical software, long its software and Ufida software.

In recent years, far-light software has increased the investment in the development of new technologies such as cloud computing, large data and mobile interconnection. It is reported that the cloud platform is being actively deployed, has built an IAAS platform, to provide customers with a set of cloud-based solutions, and in the cloud storage, cloud deployment, cloud applications, cloud security and other aspects of providing comprehensive technical support. High-end enterprise data management business, the company launched close to the power industry business high-end BI solution. At the same time, the company's large data business has realized the software part of the infrastructure breakthrough, and in the fuel intelligent Management System, group production management system and other products to be applied. Wanguo Securities analyst Cho Hao pointed out that most of the revenue settlement of enterprise management software at the end of the year, the regularity of the settlement is not strong. According to the vision of the remote software business, the annual income reached 960 million yuan to grasp the larger. Currently does not change the annual net profit of 380 million yuan forecast.

Firmly "thin body" transformation of the road, Ufida software Transformation Cloud Platform will achieve double promotion of performance and valuation, the Yangtze River Securities analyst Marcian optimistic forecast. Marcian said that Ufida in the 2013 key strategy explicitly put forward, the overall promotion of business model transformation and upgrade, continue to promote the software package, solution business to the Platform model transformation and upgrade, all future products will be around the UAP and CSP two basic cloud platform for Development, Accelerate the establishment of a strong industrial ecological chain based on Ufida platform. Ufida with a huge user base, perfect product line transformation Enterprise Management application Cloud Platform, will open a new growth road, and become the most benefit from the cloud computing ERP manufacturers, its performance and valuation is expected to double upgrade.