The domestic cloud computing market is in the stage of rapid growth. According to the statistics of IDC, the growth rate of the domestic cloud computing market will exceed 50% in 2020, far exceeding the growth rate of the global market by 13.1% in 2020.
With the promotion of digitization, the demand of domestic cloud computing market has gradually changed from Pan Internet users to traditional enterprises. According to the data of China Academy of information technology, the penetration rate of domestic hybrid cloud has increased from 2.6% to 7.6% from 2017 to 2020. The agency pointed out that at present, the domestic cloud computing market has passed the early exploration stage and is entering a new round of development cycle. The main force of cloud computing is migrating from Pan Internet to traditional medium and large enterprises. Optimistic about the cyclical investment opportunities of IDC and data center hardware (volume + price) brought by the anti transfer expected by domestic cloud manufacturer capex in the second half of the year.
According to the theme database of financial Associated Press, among the relevant listed companies:
Inspur information is a leading provider of overall solutions for cloud computing core equipment and data center in China and a leading provider of AI computing platform.
The Shanghai Longrui project acquired and increased by century Huatong is the first 10 billion level new infrastructure project cooperated by the company and Tencent. After its completion, it will also become the largest AI Supercomputing Center in the Yangtze River Delta, the top three in China, the leading AI Supercomputing Center in Asia and the largest GPU Computing Cluster in China.