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The development of cloud computing industry has entered deep water

Time:2021-08-02 13:43:28

Xinhua Finance and economics, Beijing, August 2 (reporter Yang Jie, intern reporter Pan Yikun) Qingyun technology, the "first share of hybrid cloud" of the science and innovation board, recently released a series of cloud native products, and released the "full dimensional information creation cloud" specifically for the information creation scene. After the press conference, Lin Yuan, vice president of Qingyun technology, was interviewed by reporters. He believes that the development of cloud computing industry has entered the deep-water area, and customers have extended from the technology industry to traditional industries. "The key problem in the deep-water area is how to translate technology into solutions that can directly solve problems for customers." Lin Yuan said that the products released by Qingyun technology have the characteristics of full stack, full domain and full state. He hopes to cooperate with upstream and downstream hardware, terminal equipment, chips, applications and other enterprises to provide packaged and complete solutions to customers.


Cloud primary era is coming


On July 29, the reporter learned from CIC 2021 cloud computing summit that Qingyun technology released the end-to-end cloud native strategy, including kubesphere container ecological family, qingstor neoni0 cloud native block storage, hydrofs cloud native distributed file system, radondb cloud native database, low code panoramic cloud platform and other cloud native products.


Qingyun technology also announced a strategic cooperation with the China Academy of information and communications. The two sides will jointly promote the development of industrial Internet, blockchain and new digital infrastructure driven by the new generation of cloud native information technology.


The so-called cloud native is a set of technical system and methodology. The application is in the cloud, not in the traditional data center; Native means that the application takes into account the cloud environment from the beginning of design, is designed for the cloud, runs in the best posture on the cloud, and makes full use of and gives full play to the elastic + distributed advantages of the cloud platform.


According to Huang Yunsong, chairman and CEO of Qingyun technology, the digital economy era means that the whole IT technology has entered the cloud original era from the industrial era and the Internet era, and the enterprise IT system has gradually changed from supporting the business to leading the business, and even integrated with the business, such as container, micro service, serverless Cloud native technologies and concepts represented by Devops comprehensively promote the vigorous development of cloud native technologies.


Huang Yunsong believes that digitization is a subversive innovation, and the transformation of strategic vision and ideas is particularly critical for enterprises to achieve the goals of strategic digitization, business digitization and organizational digitization“‘ The "top leaders" not only need to take the lead in becoming digital leaders, but also need to build a unified digital infrastructure base in top-level design. In terms of technology path, we need to adopt cloud native technology to realize the disruptive innovation of business application development and management mode, gather global data, make the data truly generate intelligence, change the cognition and method of business decision-making, and realize the digitization of business process. "


Lin Yuan explained to the reporter the role of Qingyun technology in digital transformation. If the digital transformation is abstracted into a dumbbell structure, the two ends of the dumbbell structure are terminal equipment and applications respectively, and the connecting part in the middle is the hub. "As a platform connecting the left and right ends, Qingyun Technology can access all equipment and application manufacturers, Manage isomerized data in an orderly manner. "


Qingyun technology, founded in April 2012, is an enterprise level ICT service provider and digital transformation solution provider. It is committed to providing a solid foundation support for the efficient operation of the digital world and accelerating the digital transformation of hundreds of industries through a set of independent innovation, neutral, reliable, flexible and open all-dimensional cloud platform.


From technology to solution


Cloud original products are the standard products provided by Qingyun technology, which also released the "all dimensional information creation cloud" specifically for the information creation scene. According to the press conference, the overall architecture of Qingyun Quanwei Xinchuang cloud has the characteristics of "full stack, full state and full domain".


Taking "buying a house" as an example, Lin Yuan explained the characteristics of Quanwei Xinchuang cloud. He introduced that in the past, consumers bought houses, some of which were blank houses, but now the market will also provide hardbound houses with perfect decoration and supporting bag occupancy. This kind of products and services can be understood as "full stack"; Consumers can not only rent houses, but also buy houses, and the purchase can be divided into full payment purchase, loan purchase and other different ways. "Full state" means that the products support various delivery forms; When buying a house, consumers need to consider not only the quality of the house itself, but also the transportation, property, surrounding environment and other factors. "Global" refers to providing customers with a multi-dimensional combination of products and solutions according to the different characteristics of different industries.


In terms of service level, it can vertically span the full stack Cloud Architecture of IAAs, PAAS and application platforms, covering many brand ICT services; In terms of delivery form, the unified architecture is used to realize the consistent delivery and management of public cloud, private cloud, hybrid cloud and managed cloud; In the service scenario, it integrates cloud, network, edge and end integration capabilities to realize global intelligent data interconnection.


Lin Yuan said that the development of the cloud computing industry has entered the deep water area. Customers extend from the technology industry to traditional industries, and the content they talk about has changed from technical problems to scenarios and application problems“ In the early years, the company faced professional customers and needed to provide products and technology. Today, more and more customers need to solve specific scenarios and problems. Qingyun technology needs to respond to changing customer needs and cooperate with upstream and downstream hardware, terminal equipment, chips, applications and other enterprises to provide packaged solutions to customers. "


Lin Yuan believes that the key problem in the deep-water area is how to translate the technology into a solution that can directly solve problems for customers. "The biggest challenge for cloud computing to land in the deep-water area is that people in traditional industries do not understand digitization, while people who do technology do not understand the architecture and logic of traditional industries."


In this regard, Qingyun technology's strategy is "low code first, and then no code". The low code development platform mainly faces developers, with stronger technical attributes and weaker industry attributes; The codeless development platform is mainly for business personnel, and non coders can quickly build and run business applications.


"It (Internet technology) + ot (operation technology) can solve the problem." Lin Yuan stressed.


Lin Yuan also said that Qingyun technology adheres to embracing the digital ecology through the open source community, reduces the threshold for developers to build trust, and adopts the perspective of application, advocating "small steps, rapid iteration".


Listing increases trust


In March 2021, Qingyun technology landed on the science and innovation board, known as "the first share of China's hybrid cloud". As for the gains from the listing of Kechuang board, Lin Yuan said that on the one hand, listing increases the company's popularity, helps to quickly enhance customers' sense of trust and help enterprises better develop new users; On the other hand, the listing alleviated customers' concerns about the company's business continuity, and customers began to consider deep binding cooperation with Qingyun.


In 2018, 2019 and 2020, the operating revenue of Qingyun technology was RMB 282 million, RMB 377 million and RMB 429 million respectively. The company is still in a state of continuous loss and the scale of loss is relatively large. The net profit attributable to the shareholders of the listed company was RMB - 149 million, - 190 million and - 163 million respectively.


Qingyun technology said in its prospectus that it is expected that the company will achieve breakeven when its revenue reaches more than 1.3 billion yuan. The company said that after 2021, under the three conditions of high-speed (55%), medium speed (40%) and low-speed (25%) growth of cloud product business, the cloud service business will maintain a low growth rate, the gross profit margin will remain stable, and various expenses will grow steadily. The time points when the company is expected to achieve breakeven are 2023, 2024 and 2028 respectively.


At present, the cloud computing market is highly competitive. Qingyun technology announced that the scale effect in the public cloud field is prominent, Qingyun technology is at a disadvantage in the market competition, and faces competitors with strong capital strength such as Alibaba cloud and Tencent cloud. In 2019, the company's cloud service business revenue was 130 million yuan, while Alibaba cloud's cloud computing business revenue was as high as 40.016 billion yuan. In the field of private cloud, IDC data show that in 2019, the company's share in the overall super integration market was 3.4%, far lower than that of large enterprises such as Huawei (23.6%), Xinhua III (21.0%) and Shenxin (15.0%). Hybrid cloud has broad prospects in the future, and major manufacturers are accelerating their layout.


"The giant's logic is to make its closed-loop ecology more stable, and Qingyun's commercial principle is' a sense of boundaries'. Traditional industries are not "winner takes all.". We don't do applications or terminal devices. We focus on providing more products and services in our own field, so that other partners can serve customers based on the Qingyun platform. " Lin Yuan said.



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