What is "State-owned Asset Cloud"?
The "state-owned cloud" sector refers to the continuous emergence of resource advantages such as cloud computing industry and related supporting services in the A-share market due to the continuous emergence of resource advantages such as the controlling shareholder of the enterprise and the cloud computing industry and related supporting services. In the current wave of informatization, cloud computing has gradually penetrated into many fields such as social life, industrial production and national defense security, and market demand has continued to expand, so it has become a hot sector in the capital market.
Since state-owned cloud has both digital and independent security characteristics, the digitalization of state-owned enterprises is the general trend, and relevant domestic state-owned cloud enterprises are expected to benefit!
1. Investment in financial capital: With the market's optimism about the prospects of the cloud computing industry, many institutions have begun to intervene in the state-owned cloud sector to bring more investment to it. For example, China Construction Investment Securities released a research report on the cloud computing sector, believing that the development potential of the entire sector is huge; CSC Fund Company is also closely following the trend and actively deploying cloud computing related industries.
2. Enterprise performance growth: At present, the performance of some cloud computing companies in the state-owned cloud sector is growing steadily, such as China Telecom, Yonyou, Radio and Television and other enterprises released in the fourth quarter of 2022 reports have achieved good performance. These performance data enhance the market's understanding of the investment value of the state-owned cloud sector.
With the continuous evolution of new technologies and the continuous implementation of government support policies, the state-owned assets cloud sector is still expected to gain more attention and development space. In addition, the current rapid growth of the global cloud computing industry, the state-owned cloud sector will have the opportunity to share the opportunities brought by the rapid growth of this industry, and make multi-faceted contributions to the country's digital transformation and strategic new infrastructure.
Here are the 5 high-quality enterprises sorted out by the helmsman, who is the strongest leader in your mind? (Non-recommended stock!) ）
The first one: China Telecom
Company highlights: Leading large-scale full-service integrated intelligent information service operator, Tianyi Cloud ranks first in the global operator public cloud IaaS
Main business: providing mobile communication services, fixed network and smart home services, industrial digital services
China Telecom is one of the leading enterprises in the state-owned cloud field, and has built cloud computing data centers covering the whole country in various provinces, which can provide cloud computing and cloud services solutions for governments, enterprises and individuals. According to the company's previously released annual report, the total revenue of cloud computing service business reached nearly 30 billion yuan.
The second one: China Unicom
Company highlights: one of the three major domestic telecommunication service providers
China Unicom's Longhua Cloud Data Center is one of the well-known cloud computing data centers in China, with strong comprehensive strength. The company is also actively deploying in the field of cloud computing, and is currently promoting the deep integration of cloud computing with new technologies such as 5G technology and artificial intelligence.
The third: China Mobile
Company highlights: The world's leading communication and information service company, the total number of base stations ranks first in the world
Main business: mobile voice, short and multimedia messaging, wireless Internet access, wired broadband and other connection services, data center, cloud computing, content distribution network, computing power integration and other computing power services, as well as platforms, applications and solutions based on artificial intelligence, big data, Internet of Things, security and other new generation information technology capabilities
China Mobile is also a state-owned enterprise, and its mobile cloud industry collaboration center focuses on cloud computing business for enterprise customers, including cloud computing, big data, Internet of Things and other fields. According to the company's 2019 annual report, China Mobile's cloud computing service revenue has reached more than 18 billion yuan.
The fourth one: People's Network
Company highlights: People's Daily, a central key news website with independent editorial rights
Main Activities: Advertising and Publicity Services, . Content technology services, data and information services, network technology services and other services
The "People's Cloud" basic technology platform is jointly built by People's Data Management (Beijing) Co., Ltd., a holding subsidiary, and Beijing Century Internet Broadband Data Center Co., Ltd. The platform provides cloud products and services such as cloud host, database, hybrid cloud, bare metal cloud, container cloud, and cloud native. Provide IDC services such as data center leasing, construction, computer room hosting, and operation and maintenance management. "People's Cloud" will plan and deploy new data centers and new computing power centers in the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing regions.
The fifth home: Inspur Information
Company Highlights: China's largest server manufacturer and server solution provider
Main business: R&D, production and sales of cloud computing infrastructure products such as servers
The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the People's Government of Shandong Province. The company is the world's leading provider of data center IT infrastructure products, solutions and service providers, with the strategy of "smart computing", through "hardware reconstruction + software-defined" computing power products and solutions, building an open and integrated computing ecology, building an intelligent computing platform for customers that meets diversified scenarios, comprehensively promoting the wide application of artificial intelligence, big data, cloud computing, and the Internet of Things and the digital transformation and reshaping of traditional industries.
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