Since the broader market rebounded in January this year, the cloud computing sector has risen far ahead of the broader market; during the 12th five-year plan period, the scale of the cloud computing industry chain will reach 750 billion to 1 trillion yuan. Broad industry prospects and industrial policy support are the main reasons for the cloud computing sector outperforming the broader market.
From the perspective of the industry, CCID Consulting released a series of cloud computing industry reports that cloud computing applications will be focused on government, telecommunications, education, healthcare, finance, petroleum, petrochemical, and power industries in the next three years. The market size will also be from 2010. The year's 16.773 billion yuan rose to 117.412 billion yuan in 2013, with an average annual compound growth rate of 91.5%. During the 12th Five-Year Plan period, the scale of the cloud computing industry chain can reach 750 billion to 1 trillion yuan. On the one hand, cloud computing has broad application prospects. On the other hand, it has broad application potential, which in turn drives the high growth rate of the industry and opens up the growth space for related listed companies. From a global point of view, cloud computing has entered the lead-in period from the concept period and is driven by multiple factors such as policies, industry standards, market demand, heavyweight players and technology. The most obvious one is that many Internet companies have made strategic transformations to comply with the trend of cloud computing, like foreign Internet giant Google, integrated solution providers IBM and Oracle, terminal vendors Apple, software vendors Vmware, etc. have launched cloud computing products and solutions Domestic network equipment vendors Huawei, application software vendors UF, Kingdee, Internet company Ali, and China Mobile, etc., are actively implementing cloud computing strategies. It can be seen that cloud computing is the current wave of IT. In the coming decade, cloud computing will enter explosive growth, and the market scale is expected to expand by more than 25 times.
In 2012, it was also destined to be a year for cloud computing to break out in the Chinese market. In addition to the central government's policy of supporting industries, the pilot cities of cloud computing will promote competition among cities and promote cloud computing investment by local governments. A recent example is that China Unicom’s Chengdu IDC Internet Data Center has recently signed a contract. The three major telecom giants including China Telecom and China Mobile have all deployed cloud computing data centers in Chengdu. By 2015, the scale of Chengdu’s cloud computing industry will be reached. It will reach 300 billion yuan. In terms of cloud computing investment, in addition to government-led, coupled with telecom operators and third-party data center investment in cloud computing, as one of the country's strategic emerging industries during the 12th five-year period, the cloud computing industry will enjoy the policy With respect to both sides of capital, listed companies engaged in the production and service of related ancillary products will benefit from it.
From the perspective of investment, in 2011, the computer industry index was sharply adjusted and the market risk has been substantially released. In 2012, the market investment opportunities in this area increased significantly. In addition, the cloud computing summit will be held soon, and the secondary market funds are expected to further increase their attention. For individual stocks, cloud computing infrastructure recommends attention to Inspur Information and ZTE; application platforms focus on network shrinkage technology, Teamsun Technology, and East China Computer; security product supply can be concerned about Weishitong and Venus; application software and services can focus on UFIDA. Software, Focus Technology.
From the perspective of the industry, CCID Consulting released a series of cloud computing industry reports that cloud computing applications will be focused on government, telecommunications, education, healthcare, finance, petroleum, petrochemical, and power industries in the next three years. The market size will also be from 2010. The year's 16.773 billion yuan rose to 117.412 billion yuan in 2013, with an average annual compound growth rate of 91.5%. During the 12th Five-Year Plan period, the scale of the cloud computing industry chain can reach 750 billion to 1 trillion yuan. On the one hand, cloud computing has broad application prospects. On the other hand, it has broad application potential, which in turn drives the high growth rate of the industry and opens up the growth space for related listed companies. From a global point of view, cloud computing has entered the lead-in period from the concept period and is driven by multiple factors such as policies, industry standards, market demand, heavyweight players and technology. The most obvious one is that many Internet companies have made strategic transformations to comply with the trend of cloud computing, like foreign Internet giant Google, integrated solution providers IBM and Oracle, terminal vendors Apple, software vendors Vmware, etc. have launched cloud computing products and solutions Domestic network equipment vendors Huawei, application software vendors UF, Kingdee, Internet company Ali, and China Mobile, etc., are actively implementing cloud computing strategies. It can be seen that cloud computing is the current wave of IT. In the coming decade, cloud computing will enter explosive growth, and the market scale is expected to expand by more than 25 times.
In 2012, it was also destined to be a year for cloud computing to break out in the Chinese market. In addition to the central government's policy of supporting industries, the pilot cities of cloud computing will promote competition among cities and promote cloud computing investment by local governments. A recent example is that China Unicom’s Chengdu IDC Internet Data Center has recently signed a contract. The three major telecom giants including China Telecom and China Mobile have all deployed cloud computing data centers in Chengdu. By 2015, the scale of Chengdu’s cloud computing industry will be reached. It will reach 300 billion yuan. In terms of cloud computing investment, in addition to government-led, coupled with telecom operators and third-party data center investment in cloud computing, as one of the country's strategic emerging industries during the 12th five-year period, the cloud computing industry will enjoy the policy With respect to both sides of capital, listed companies engaged in the production and service of related ancillary products will benefit from it.
From the perspective of investment, in 2011, the computer industry index was sharply adjusted and the market risk has been substantially released. In 2012, the market investment opportunities in this area increased significantly. In addition, the cloud computing summit will be held soon, and the secondary market funds are expected to further increase their attention. For individual stocks, cloud computing infrastructure recommends attention to Inspur Information and ZTE; application platforms focus on network shrinkage technology, Teamsun Technology, and East China Computer; security product supply can be concerned about Weishitong and Venus; application software and services can focus on UFIDA. Software, Focus Technology.
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