Absrtact: In 2013, the market has created more than 420% of the net-bed technology, is to tell the capital markets new story: 2015, the Internet technology to enter the giant cloud computing market. Cloud computing is far more imaginative than CDN, with multiple statistics showing
NET-bed technology, which created more than 420% per cent of the stock market in 2013, is telling a new story to the capital markets: In 2015, the web-hosting technology will enter the giant's cloud-computing market. Cloud computing space is far beyond the CDN, a number of statistics show that at present, China's cloud computing market has exceeded 110 billion yuan, and CDN market size of about 4 billion yuan.
March 17, just explained to investors that the company's strategy of the network technology Vice President Liu Hongtao in 21st century Economic report reporter interview said: "Through the CDN Cloud distribution platform, the network has a lot of resources and customer accumulation, into the cloud computing market." ”
CDN Market Hit
This can be seen as the "counterattack" of internet technology.
A year ago, cloud computing industry giant Aliyun, China Telecom Cloud Company announced the provision of CDN services, officially into the CDN industry, which directly led to the net-bed technology last 15 months of the stock price rise in March 2014 halted.
The CDN (content IBuySpy receptacle), known as contents distribution network, is an important means to alleviate network congestion and improve the response speed of Internet service. CDN Service Quality directly determines the user's video, online shopping, web browsing experience. With the rise of mobile internet, CDN Market has been paid more and more attention.
Since 2012, CDN Market has maintained rapid growth. 2014, China CDN Market size reached 4 billion yuan, compared to 2013 growth of 31%. The market to promote the network has become the first cattle stocks in 2013, the year 2013, its share price rose from 17 yuan to 89 yuan, an increase of 423%. In December 2012-February 2014, its share price soared from 13.7 to $136 and grew by nearly 900%.
Recently, the Internet technology released the 2014 annual earnings, 2014, the company's operating income of 1.911 billion yuan, increased by 58.57% in the same period last year, the net profit attributable to shareholders of listed companies is 484 million yuan, up 104% from a year earlier. In the domestic CDN market, Net-bed technology accounted for nearly 50%.
Although the market revenue has not been diluted by the Giants, but this did not cushion the impact of Alibaba, China Telecom to the capital market, after all, the volume is dozens of times times the net, the two giants set off the waves let the Internet technology stock price ups and downs, its share price in 2014 only increased by 5%. During this period, Internet technology also sent 10 units through 10 to stimulate the activity of the capital market.
"The reason cloud companies do CDN Real is that most cloud computing customers need CDN services." Liu Hongtao An example, "If a customer uses 3000 yuan to buy cloud host products, then he will have nearly 7000 yuan investment in the CDN, so as to ensure that their products in the cloud can give Internet users a better experience." ”
At present, domestic including Aliyun, China Telecom, Huawei, Amazon, wave and other cloud computing providers, in the provision of cloud computing products must be more or less tying the network of technology CDN products. Liu Hongtao said: "We are very familiar with the domestic cloud computing market, with the use of CDN to promote cloud computing business, there is a market." ”
Customized Cloud computing Services
In the past two years, the network Technology bulletin, including traffic platform, video platform, such as cloud platform construction projects, has built over 500 nodes, more than 130 data center cloud distribution platform. In addition, the network host cloud storage and cloud hosting and other cloud products launch attempt, last year to this year, the network host cloud host, object storage and cloud distribution has also been the Ministry of certification of Cloud Trust.
"The provision of cloud computing services does not bring too much capital to the Internet." Liu Hongtao told reporters that the current network host has 30,000 servers, 7T transmission bandwidth. "CDN Service mainly consumes these server's network card resources, but CPU, hard disk, basically all is idle, these idle resources carry on the effective configuration, can provide the host, the storage and so on product." In addition, the network host technology CDN platform, in the resistance to large-scale Internet traffic attacks also has a strong defensive advantage.
However, Liu Hongtao also told reporters: "Our final product form has not yet been determined, but it is certain that our access to the cloud market will certainly distinguish it from the current public cloud, providing a cloud-computing service featuring the Web-hosting feature: A combination of existing cloud distribution CDN platforms to extend to meet our customer needs. ”
Web accommodation technology positioning in the customized cloud computing services. In Liu Hongtao's view, the current cloud computing services are basically a combination of standardized computing, storage, transmission, security products, and for many types of enterprises, their business systems are diverse and complex, simple public cloud or private cloud services do not meet their needs for cloud computing services.
"For example, domestic appliance enterprises, most have dozens of business systems, each system features different." It is impossible to use a unified virtual machine to provide cloud services, each system has to have a variety of customized parameters, the current cloud can not do this. "The Liu Hongtao, for example, is that some of the larger companies, mid-sized Internet companies, have more or less customized cloud computing requirements," and we are positioning ourselves in these customer base to provide them with customized cloud services. ”
However, Liu Hongtao did not disclose the current cloud computing team, product progress, and did not disclose the future of the market planning, he only said "is still in preparation."
January 2015-March, the Internet technology share price has exceeded 50 yuan 90 yuan, or more than 80%, the story of cloud computing, seems to be accepted by the capital market.