700 Million Policy Funds Leverage Cloud Computing Industry Wave Service Providers to Become the Biggest Beneficiary (VC329)

The strength and speed of policy support for the cloud computing industry is significantly better than market expectations. In October 2010, the Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "Notice on Doing a Good Job in the Pilot Demonstration Work on the Innovation and Development of Cloud Computing Services", and selected Beijing, Shanghai, Shenzhen, Hangzhou, and Wuxi as the first pilot cities. After a lapse of one year, in October 2011, the first batch of nearly 700 million yuan of special funds for the five-region cloud computing application demonstration project has been allocated by the National Development and Reform Commission.

At the same time, the cloud computing "Twelfth Five-Year Plan" led by the Ministry of Industry and Information Technology is also accelerating the preparation process. According to people familiar with the matter, although the “Twelfth Five-Year Plan” for cloud computing has just started, the Ministry of Industry and Information Technology hopes to speed up the preparation process, and hopes to come out with the completed “12th Five-Year Plan” for the Internet of Things.

It is understood that the “Twelfth Five-Year Plan” of cloud computing under preparation will focus on encouraging the development of cloud computing application services, and clearly build cloud computing data centers in places with suitable resources and climatic conditions, rather than being limited to the existing five major pilots City, and advocate financial support for cloud computing.

Service providers become the biggest beneficiaries

The National Development and Reform Commission supports the first batch of nearly 700 million yuan of special funds for 15 cloud computing demonstration projects in Beijing, Shanghai, Shenzhen, Hangzhou and Wuxi. Companies selected as the first batch of supporting funds mainly include Lenovo, Baidu, Tencent, Alibaba, Huasheng Tiancheng, East China Computer, Kingdee Software and other companies that shared the first funds.

According to people familiar with the matter, the funds are concentrated in the five pilot cities, and the financial support received by each of the short-listed companies is relatively large. Because the special funds for cloud computing focus on supporting cloud services, Baidu and Alibaba have received greater financial support from the two Internet companies, and both companies have received more than 100 million yuan in funding. Most of the remaining 10 shortlisted enterprises received support funds of 15-20 million yuan.

The source pointed out that from the perspective of projects supported by funds, cloud service providers for SMEs are more favored by policies. It is understood that most of the companies shortlisted for the Development and Reform Commission special fund are Internet companies, and the reason why Kingdee Software, Huasheng Tiancheng, and East China Computer in the field of computer applications received financial support is also because their cloud services are mostly oriented to SMEs.

Shanghai has a higher application threshold for companies applying for cloud computing application demonstration projects. The main requirements are: the applicant should have a clear operating entity, and successfully implement market-oriented operation, the business promotion model is clear, and it has a feasible plan. The post-system service covers no less than 500 companies or 10,000 individual users; the cloud computing transformation demonstration project should have a typical cloud computing technology architecture, using server virtualization or desktop virtualization technology, and the number of system clients after completion 100; application demonstration projects should be completed in the year and formally put into operation, etc.

The "12th Five-Year Plan" of cloud computing will also focus on supporting cloud computing services. According to authoritative sources, the draft of the 12th Five-Year Plan for cloud computing has been formed and is being sought within the Ministry of Industry and Information Technology. The cloud services encouraged in the draft are: public cloud services represented by Baidu, e-government services and industry cloud services.

Or detonate the trillion industry tide

"The allocation of funds may trigger the upsurge of cloud computing applications." Industry insiders pointed out that since 2011, "applications" will be the main development direction of cloud computing, and there is an urgent need to promote the industry through a series of leading and exemplary industrial demonstration projects. application.

It is understood that Beijing and Shanghai have launched the "Auspicious Cloud Plan" and the "Cloud Sea Plan" respectively; Shanghai's action plan for promoting the construction of smart cities from 2011 to 2013 has also included cloud computing as one of the major special projects; Shanghai also released the "Shanghai Cloud Computing Industry Base Financial Support Policy Implementation Measures, announced the establishment of a special support fund for cloud computing industry development. Shenzhen established the Shenzhen Cloud Computing Industry-University-Research Alliance in August 2011 and launched the "Kunyun Plan". It is expected that by 2015, Shenzhen will generate 10 enterprises with annual sales revenue exceeding 1 billion yuan, driving the output value of related industries to exceed 100 billion yuan. . Wuxi, Foshan, Hangzhou and Chengdu also took the lead in starting the construction of cloud computing infrastructure, cloud computing service platform and cloud computing industrial park.

According to calculations by Oriental Securities, it is estimated that in the next five years, the scale of the national cloud computing industry chain may reach 7500 to 1 trillion yuan, which is expected to account for more than 15% of the output value of strategic emerging industries in 2015.

How to find value-added services and explore profit models is the core question of whether cloud computing can land in China. The special funds allocated this time are only policy support and guidance funds. Leading enterprises and local governments also need to raise funds according to the progress of the demonstration projects. According to the data, one of Huasheng Tiancheng's private placement projects is the "information fusion service platform construction and marketing project in the cloud computing environment."

However, the full promotion of cloud computing will take time. A shortlisted company said that due to the lack of industry standards, the cloud services provided by different vendors on the market are not the same or even incompatible with each other. At the same time, enterprises still have some concerns when choosing cloud computing services, especially with regard to security. Most enterprises cannot yet deliver all trust to service providers.

Tang Gang, director of the Information Management Center of the Telecommunications Research Institute of the Ministry of Industry and Information Technology, believes that the effectiveness of cloud computing applications will appear at the end of the "Twelfth Five-Year Plan", while large-scale applications of cloud computing services will appear during the "Thirteenth Five-Year Plan" period. He believes that cloud computing is the future direction of industry applications, but there is currently no mature profit model in China, and now the policy is ahead, which is expected to drive enterprise R & D investment.