What is the path that China's cloud computing industry follows?

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The January message about cloud computing is frequent. 22nd, the industry's authoritative ICT Research Institute of the World Information (CCW study) United industry more than 50 well-known cloud computing concept manufacturers, jointly released the "promote China's SaaS and cloud computing healthy development" proposal, that cloud computing is China's IT industry leading global innovation, The great opportunity of developing software and service industry will also become the mainstream model to promote the popularization of informatization in China.

The meeting set up a "gathered" information Cao Kaibin, China Unicom Cannan, wave group Syed, network dynamic live UC Zhu, such as more than 60 well-known experts in the industry's third "China SaaS and cloud computing expert advisory Group."

A wave of "cloud Cyclone" in an instant, but the rise of the crazy sand also blurred the eyes of people. What is the value of cloud computing in China? What is the composition of the "cloud computing"?

Take the road of "cloud computing" with Chinese characteristics: Only Lenovo and Wave are doing

Technically speaking, cloud computing only means the core technology of cloud computing infrastructure, but the so-called cloud computing in the capital market is in fact a broad concept of cloud computing application. That is, by borrowing cloud computing technology to achieve the cloud computing effect of all areas of application, can wear the concept of cloud computing this hat.

Financial Weekly reporter recently, a professor of cloud computing research at a computer department in Shanghai's famous university, he told reporters that China is currently studying cloud computing in the academic field of colleges and institutions have many, such as China Normal University, Jiaotong University and the Chinese Academy of Sciences have. But the real use of business, I am afraid only wave group and Lenovo Group.

Between Lenovo and the wave, Lenovo is now in the lead. But even the best Lenovo in China, its cloud computing research results are only after learning foreign advanced technology to do some improvement, and no real independent innovation.

"The domestic gap in this area and abroad is too big." "Google is the global pioneer in cloud computing, and Baidu is now proposing the concept of box computing to compete with Google," he explained. But in fact the difference between the two in framing is that Google has built the house, and Baidu has not yet begun to build. ”

Since China does not have core cloud computing technology, what is the path that China's cloud computing development follows?

"The so-called Chinese-style cloud computing path is a company with a huge user base, using some cloud computing technology, or just wrapping up the previous technology to achieve cloud computing, and then developing a range of services to hype it as a cloud computing concept." ”

Reporter survey found that the wave group has two of listed companies Wave Software (600756.SH) and wave information (000977.SZ), and the real core server in fact only a wave of information.

Xiang Finance Securities researcher Li Yuanbo told reporters that the wave of information since the four quarter of 2007, has accumulated sales of 4-way server 10,000 units, and plans to march to 8-way server. January 14, 袁谊, senior vice president of Wave group, said in a media conference in Beijing that this year's wave of cloud computing has two moves, the first is to independent research and development of servers and storage equipment, and the second is with VMware and other cloud computing software technology vendors to develop, focusing on solving cloud computing security issues.

By cloud computing concept hype, wave information from the beginning of the year, the share price soared, from January 4 of 10 yuan, once rose to January 14 the highest price of 15.28 yuan, or more than 50%.

It's raining clouds.

It can be seen that cloud computing has two core hype: First, in China, the company that can benefit from cloud computing, the greater the benefit of the user base; second, China's development of cloud computing, the core technology of the competition does not exist, to spell only packaging capacity.

It seems to be foreseeable that in China, service providers will be the biggest beneficiaries of the cloud computing industry chain.

Pacific Securities researcher Yi Yingyi said, "because of the structure of cloud computing, each company to provide a different version, the service provider ultimately choose which one is not sure, so their profit is not so intuitive." But the profits of service providers are straightforward. ”

Yi Yingyi thinks it is possible to focus on the small businesses that provide online services for cloud computing, such as Shenzhou (300002.SZ). Shenzhou Tai Yue's main business--China Mobile flying is a cloud computing services, this is the Shenzhou Tai Yue is classified as cloud computing concept stocks. "Because big companies develop a new business, the benefits are very small, but for small companies, the contribution to profits is huge." ”

But, throughout the long chain of cloud computing, "hardware benefits are ahead of software." Bank of China international analyst to tell the reporter.

"The opportunity of cloud computing is not the development of a new generation of computers, nor the explosion in the number of servers, but the transformation of the whole connection." "Shenzhen Huawei Technology Co., Ltd. Strategy department Liunanje also think that the cloud computing development process, the first beneficiary of the hardware manufacturers, he further explained to reporters," server and memory manufacturers first benefit. ”

"But in the era of cloud computing, there is little change in hardware. "East, a professor of computer science in the field of cloud computing, also told reporters. "The main breakthrough is in software, the architecture of the entire platform is the most challenging." "It also means that while hardware will benefit from cloud computing first, it will not lead to explosive growth." "The value-added of software companies is the biggest, far greater than hardware manufacturers." ”

A survey of "cloud" gossip

At present, China's cloud computing services, including infrastructure, platform, basic software, application software four categories. The infrastructure such as the wave of information and Lenovo, as well as founder Technology (600601.SH), to provide platform services for the company, Dr. Peng (600804.SH) and network accommodation Technology (300017.SZ) benefited more obvious; Neusoft (600718.SH) and China Software ( 600536.SH) is a leader in the provision of basic software; application software face-to-face, Ufida, Kingdee, focus technology is the main, but Ufida (600588.SH) The real benefits of the first 3 steps to wait to complete. For the front end of time, about 5, 6 years.

As for the end of the hot end of the user side is three mobile communications companies, including China Mobile "big Cloud" system, Unicom's "interconnected cloud" system, and telecommunications followed by the introduction of the "E Cloud" system.

Sun Shaoling, deputy director of the China Mobile Research Institute's business Support company, has said publicly that China's mobile "big Cloud" Project uses open source Hadoop systems to build a cloud computing environment. It is expected that mobile will soon be able to expand the lab cloud computing platform to 1024 nodes, and plans to release the Big Cloud 1.0 version this year.

The rest of the operators followed, China Telecom's "e-Cloud" is launched together with EMC, Unicom's "interconnected Cloud" project, planning to create a integrated hardware, software, network, applications and services integrated platform.

But according to the financial weekly reporter from a central functional authority of the information learned that three telecommunications "cloud plan" is basically to raise the banner, in 5-6 years can not be put into practical application. "They themselves 3G and TD have too late to deal with, there is no time to do cloud computing." The authority said.

In addition to the mobile communications field, the office area involves "cloud computing" is typical of Tsinghua Tongfang recently launched the "Cloud Terminal" project. Tsinghua Tongfang has listed companies with shares (600100.SH), but it is not relevant. The project is to save input cost and maintenance cost by replacing dozens of call center PCs with a "cloud terminal". But the "cloud terminal" is in fact just a "new bottle of old wine", says a university computer professor.