On August 30, "state owned assets cloud" concept stocks opened significantly higher. As of the closing of the day, Tongniu information (300895, SZ), meiliyun (000815, SZ), Yunsai Zhilian (600602, SH) continued to rise the limit, and the shares of Westone (002268, SZ) and yihualu (300212, SZ) also performed well.

On the news side, recently, an implementation plan on accelerating the cloud work of state-owned enterprises and improving the construction of state-owned assets cloud system appeared on the Internet. The document quickly triggered a heated debate in the whole cloud computing market and caused concern about the concept of "state-owned cloud". There is a view that if the "state-owned cloud" becomes a sample implemented by local governments, there are expected to be new investment opportunities in the cloud computing market.

Based on the above events, topics such as "what impact the state-owned assets cloud can bring to the industry" have attracted outside attention. On August 30, the reporter of "daily economic news" interviewed Kong Rong, chief global technology analyst of Tianfeng securities. She pointed out that the state-owned cloud may leverage more cloud scenarios in traditional industries, accelerate the trend of digital transformation, and may bring more incremental markets.

"If the state-owned cloud is to be truly implemented, it must have the ability to compete with third-party cloud service providers. A more feasible way is to quickly build it with the help of a mature third-party cloud service system." Kong Rong said.

State owned assets cloud has been deployed in many places

What is the state-owned assets cloud? A simple summary is the cloud computing of SASAC holding enterprises.

"State owned assets cloud" is not a recent concept. It has begun to start as early as the beginning of the year. According to cnr.com, Tianjin state owned assets cloud took the lead in operation as early as March 4, and three state-owned enterprises such as Tianjin transportation group and Tianjin state owned capital investment and Operation Co., Ltd. took the lead in settling in.

Ding Jinchan, chairman of Tianjin state-owned cloud Technology Co., Ltd., said during the fifth world intelligence conference that the establishment of state-owned cloud is to integrate the data of state-owned enterprises and provide convenience for follow-up inter enterprise linkage and supervision of relevant departments. At the same time, after the establishment of state-owned assets cloud, the unified management of data will reduce costs for enterprises, and subsequently provide digital transformation solutions for enterprises.

Besides Tianjin, Sichuan also has clear actions. In April, at the press conference of promoting digital transformation of state-owned enterprises and state-owned cloud in Sichuan Province, Sichuan state-owned cloud, the first exclusive cloud of state-owned enterprises in China, was officially released. At the same time, Zhejiang Province has also issued the action plan for digital reform of state-owned assets and state-owned enterprises in Zhejiang Province (2021-2025) to promote the construction of state-owned assets supervision data platform and "state-owned assets cloud" platform.

With the emergence of state-owned cloud in many regions, some brokerage research teams believe that the party, government and state-owned enterprises will adhere to the private cloud technology route in the future, which may have a far-reaching impact on the domestic cloud computing market in the future. At present, the local governments promoting foreign capital cloud have different purposes. Some directly require local state-owned enterprises to move in, and some aim to promote transformation or strengthen data protection for key enterprises.

Kong Rong said: "in the era of digital economy, data has become an important factor of production. From this perspective, increasing the management of data and underlying technologies will indeed become a very important consideration, but at the actual operation level, market-oriented cloud computing manufacturers may be required to provide a complete set of solutions."

An industry analyst at Guojin securities also holds a similar expectation: "the state-owned cloud assumes more the role of integrating resources and unified centralized procurement. State-owned enterprises do not directly sign contracts with third-party cloud computing manufacturers, but third-party cloud computing manufacturers as private enterprises can still serve as technology providers."

Leading the digital transformation of state-owned enterprises

What changes will the emergence of state-owned cloud bring to the cloud computing market?

In this regard, Kong Rong analyzed and pointed out: "the introduction of state-owned assets cloud scheme is expected to drive the transformation speed of state-owned enterprises in digitization." She believes that the state-owned cloud does not grab the "cake" in the original public cloud market, and its emergence can bring increment to the market“ Digitization is the future trend. Some state-owned enterprises or their enterprises may need to evolve gradually in the process of digital transformation, but the state-owned assets cloud represents that the country is accelerating the digital transformation process of state-owned enterprises to a certain extent. With the east wind of the policy, more cloud scenarios of traditional industries can be pried, which will fully drive the overall development of the cloud computing industry and bring broader space to the industry. " Kong Rong said.

She further said that the creation of state-owned cloud means new opportunities for cloud service providers“ Cloud computing is a very complex technical system, and the required capabilities will be more complex. If the state-owned cloud is to be truly implemented, it must have the ability to compete with third-party cloud service providers, such as stability, availability and ease of use. There is no shortcut to build these capabilities. A more feasible way is to quickly build your own capabilities with the help of a mature third-party cloud service system. "

The reporter noted that from the current landing of state-owned cloud in many places, the technical support behind it is mostly the technicians of the third-party public cloud platform. Public information shows that some local state-owned clouds are currently supported by Alibaba cloud technology.

In addition, in the field of vertical industry, Tencent cloud has landed industrial cloud in Changzhi, Shanxi, Dezhou, Shandong, Yantai, Shaanxi, Xi'an, Henan Luohe, Chongqing Liangjiang New Area and other places. In the financial field, Tencent is cooperating with a number of financial institutions to build an industrial cloud.

In the government affairs market, in June this year, Huawei cloud government affairs cloud solution was officially upgraded to "a cloud in the city", and the government affairs market was accelerated based on the "1 + N + m" system.

"The emergence of state-owned cloud does not mean that the third-party public cloud platform is' one size fits all '. The subsequent standard building of state-owned cloud is inseparable from the participation of cloud service providers. " Kong Rong believes that if the state-owned assets cloud is promoted on a large scale, it can be expected to strengthen the construction of relevant standards. In the construction of relevant standards of state-owned cloud, the experience and participation of cloud service providers are also indispensable.