Li Yizhong, deputy director of the Economic Committee of the CPPCC National Committee and former minister of the Ministry of Industry and Information Technology, said at the "2013 China New Urbanization Mayor Forum" held in Beijing on the 19th that to ensure the normal development of urbanization, by 2020, the industrial added value needs to reach More than doubled. In this process, building a smart city will become a breakthrough. Li Yizhong believes that "smart cities will integrate new urbanization with industrialization and informatization, break through the constraints of urban resources and environment with space, and increasingly become a breakthrough in solving the problems of urban development."
Industry insiders predict that during the “12th Five-Year Plan†period, the total investment scale of smart cities will be as high as 500 billion yuan. As more cities start the construction of smart cities, the construction of smart cities throughout the “12th Five-Year Plan†period will bring in 2 trillion yuan. Industry opportunities.
Experts said that the core technologies and emerging industries of smart cities should include data collection, core data services, application services and service industries, forming a complete industrial chain. Among them, cloud computing and big data will play an unparalleled role.
Relevant analysts believe that the period of investment around data has gradually come, and that high-end servers, data center service companies and management companies will continue to benefit, and high-quality investment targets will usher in major opportunities.
In the process of data processing and analysis, Tors and Meyer Parker have been involved in comprehensive processing in listed companies; Tianji Technology and Rongzhilian are engaged in the construction and maintenance of data centers; and companies engaged in information security include Weststone and Venus.
Four good things are the concept of resonance cloud computing
Today (21st), cloud computing concept stocks rose sharply again. As of midday, the cloud computing sector surged more than 3.5%, driving the electronic information sector to rise 3%. Yiyang Xintong, Tianji Technology, Baoxin Software, China Software, Baode shares, palm fun technology and other stocks daily limit.
According to reports, Veeva Systems, an American cloud computing software company focused on life sciences, was listed on the New York Stock Exchange on the 16th. The stock price rose 85.8% to $ 37.16 per share on the same day, and then rose again on the following trading day. The outstanding performance of the stock also drove other cloud computing concept stocks in the US stock market to rise sharply.
It is also reported that with the comprehensive optimization of the software trading environment through the construction of the free trade zone, Shanghai will further enhance the competitiveness of famous software cities and attract more well-known software companies to set up headquarters in Shanghai while cultivating a number of local software R & D leading enterprises. At the 11th Shanghai Software Trade Development Forum, which opened on the 17th, the leaders of Shanghai unveiled the "Shanghai China-Europe-US IT Industry Development Alliance", which will also promote the further development of the city's software trade. It is understood that the current development of Shanghai's software trade presents three increasingly distinctive features of transformation and upgrading: First, the concentration of enterprises, there are 370 major software export enterprises in the city, and 30 major software and information technology service export enterprises in the city are identified, mainly distributed in 11 Shanghai Software Export (Innovation) Parks. The second is service-led. In the software export, the proportion of information technology outsourcing reaches 98.6%, which greatly exceeds the proportion of software product export. The third is to enter the high-end. By accumulating development experience and talent reserves, software exporting companies are starting to undertake outsourcing services such as software programming from the beginning, and are turning to providing information services mainly based on overall solutions. They are constantly issuing application software with independent intellectual property rights. Comprehensively improve their core competitiveness.
At the same time, China Software announced on the evening of October 16 that the Issuance Review Committee of the China Securities Regulatory Commission reviewed the company's application for non-public issuance of A shares on October 16, 2013. According to the audit results, the company issued A shares The stock application was approved. This news has made Chinese software the leader in this round of rising cloud computing concepts. On October 17, Baoxin Software signed an agreement with China Telecom, and the cooperation between the two parties has gradually expanded from the basic communication level to the business and information system level. In the high-speed Internet, call center, e-commerce, logistics management, and industrial production informatization In-depth cooperation in other fields has made the strategic cooperation between China Telecom and Baosteel Group a typical case of the "informatization and integration" of domestic informatization and industrialization.
Ping An Securities analyst Liu Mengpeng said that the future growth of the software market is still relatively large. When a large amount of funds are scattered in the market, this theme-type sector will concentrate part of the funds and have performance support. The imagination is still relatively large. China's software trend is currently very strong, and there is no weakening trend. The stock has a relatively high market share and is a leading company in the software industry. It is still expected to make a strong attack in the short term. The Great Wall Securities Jin Shaohua said that the sector will be greatly affected by Baoxin's contract information on Friday, and individual stocks will continue to receive continuous attention from funds. There will be special policies to support domestic information security, and capital technology will be greatly improved. The direction of investment. The value content of Chinese software is relatively high, which deserves continued attention from investors.
In addition, the analysis said that IEE-benefited varieties are more likely to receive market attention, which is reflected in the capital market, that is, Inspur Information and other stocks have continued to rise in the near future, which has driven the computer index to lead the trend of rising last weekend, rising 3.66 %. Moreover, since going to IOE not only fits the national industrial policy ideas, but also has strong industrial support, the strong trend of listed companies involved in going to IOE has a solid industrial foundation support, so short-term will continue to continue the stock price rise. trend. In a literal sense, IBM is a server provider, Oracle is a database software provider, and EMC is a storage equipment provider. The three constitute an enterprise database system from software to hardware. The database system composed of these troikas has almost occupied most of the global market share of commercial database systems. China's petroleum, telecommunications and other industries are related to national economy and people's livelihood, and even the public security and troops that are related to national defense and political security also use this system. Since the companies involved in IOE are all foreign-funded companies, the use of this system may affect the information security of our country. To this end, China has been working hard to de-IOE in recent years, and further shows that the performance of related listed companies involved in the entire IOE industry system is expected to accelerate.
It is estimated that in the next three years, big data, cloud computing, social networking, and mobile Internet services will bring market value of 70 billion to 200 billion US dollars, and its market potential is extremely huge, which will bring unprecedented unprecedented transformation and upgrading for software companies. opportunity.
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