Securities researcher Hou Li and Hu Youwen recently wrote a research report on the computer industry.
According to a research report, the cloud computing industry will enter the take-off phase during the “Twelfth Five-Year Planâ€. It was learned from relevant sources that the “Twelfth Five-Year Plan†new generation of information technology industry development ideas put forward that, driven by major application demonstration projects, cloud computing will be widely used in social security, medical care, education, employment and other fields. It is estimated that by 2015, China's cloud computing industry chain will reach 750 billion to 1 trillion yuan, and its share in strategic emerging industries is expected to reach more than 15%. It is reported that the development of a new generation of information technology industry is clear-cut. The “Twelfth Five-Year Plan†will implement the backbone software and information service plans and cultivate about 20 key information service companies with revenues exceeding RMB 10 billion.
Essence Securities believes that the concept of short-term cloud computing may become a hot spot for the market. The current proposal is to grasp three investment clues to find structural investment opportunities in the industry:
(1) In the next five years, cloud computing will be widely used in social security, medical care, education, employment, and other fields, and backbone enterprises with revenues exceeding 10 billion yuan are expected to emerge. The recommended combinations are Neusoft Group, UFIDA Software, Teamsun Technology, Inspur Information and Inspur Software.
(2) Companies that can provide services will achieve stable development, and their profitability will be more predictable. Companies that can provide software products and services to consumers have the potential for rapid growth. The recommended combinations are Tianhe Technology, Meiya Boke, Hande Information and Rischen.
(3) Companies with high certainty of growth, strong predictability of performance, and valuation with margin of safety. The recommended combinations are Soft Control, UOB, Hikvision, and Guangzhou Express.
According to a research report, the cloud computing industry will enter the take-off phase during the “Twelfth Five-Year Planâ€. It was learned from relevant sources that the “Twelfth Five-Year Plan†new generation of information technology industry development ideas put forward that, driven by major application demonstration projects, cloud computing will be widely used in social security, medical care, education, employment and other fields. It is estimated that by 2015, China's cloud computing industry chain will reach 750 billion to 1 trillion yuan, and its share in strategic emerging industries is expected to reach more than 15%. It is reported that the development of a new generation of information technology industry is clear-cut. The “Twelfth Five-Year Plan†will implement the backbone software and information service plans and cultivate about 20 key information service companies with revenues exceeding RMB 10 billion.
Essence Securities believes that the concept of short-term cloud computing may become a hot spot for the market. The current proposal is to grasp three investment clues to find structural investment opportunities in the industry:
(1) In the next five years, cloud computing will be widely used in social security, medical care, education, employment, and other fields, and backbone enterprises with revenues exceeding 10 billion yuan are expected to emerge. The recommended combinations are Neusoft Group, UFIDA Software, Teamsun Technology, Inspur Information and Inspur Software.
(2) Companies that can provide services will achieve stable development, and their profitability will be more predictable. Companies that can provide software products and services to consumers have the potential for rapid growth. The recommended combinations are Tianhe Technology, Meiya Boke, Hande Information and Rischen.
(3) Companies with high certainty of growth, strong predictability of performance, and valuation with margin of safety. The recommended combinations are Soft Control, UOB, Hikvision, and Guangzhou Express.
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