What is State-owned Assets Cloud? Why build a state-owned assets cloud? Multiple impacts of tens of billions of state-owned assets cloud construction

The State-owned Assets Cloud is not a recent phenomenon, but a trend that has started at the beginning of the year. The essence is to shift from a third-party managed public cloud to a state-owned assets exclusive industry cloud. Protecting the security of state-owned data assets is the core purpose of building a State-owned Assets Cloud.

The construction of the state-owned assets cloud will accelerate the innovation and innovation industry, and fully independent domestic servers, storage and other hardware facilities will be the focus of future demand. In addition, IDC computer rooms that have a state-owned assets background and meet the second-level requirements of grade-one protection will also face a large market and are expected to benefit to the greatest extent from the construction and hosting operation needs of regional state-owned assets clouds.

What is State-owned Assets Cloud?

State-owned Assets Cloud is a data security infrastructure cloud platform that is generally led by local State-owned Assets Supervision and Administration Commission to promote the digital transformation of state-owned assets and enterprises. The purpose of establishing the State-owned Assets Cloud is to integrate the data of state-owned enterprises and provide convenient conditions for subsequent linkage between enterprises and supervision by relevant departments. At the same time, the unified management of data after the establishment of the State-owned Assets Cloud will reduce costs for enterprises, and will provide digital transformation solutions for enterprises in the future. The essence is to shift from a third-party hosted public cloud (whether a state-owned enterprise or a private enterprise) to a state-owned industry cloud to protect the security of state-owned data assets. Therefore, we believe it can be seen as an extension of the hype of network security and cloud computing concepts.

Why build a state-owned assets cloud?

The construction of state-owned assets cloud continues across the country. First of all, the security of state-owned data involves homeland security. It is best to manage the data hosting yourself. The state-owned assets cloud itself needs to improve its security protection capabilities. Secondly, we have seen that some places are building online supervision cloud platform projects for state-owned assets and state-owned enterprises. Real-time supervision of the cash flow and business flow of state-owned enterprises may be a more important part. Finally, IT resource utilization can be improved, duplication of construction can be avoided, data silos can be eliminated, and data value can be enhanced.

Multiple impacts of state-owned assets cloud construction

1. The scale of State-owned Assets Cloud is expected to be approximately 10 billion, and the optimistic outlook may extend beyond IaaS.

At present, many provinces and cities such as Zhejiang, Tianjin, Sichuan, Chongqing, Shenzhen, Suzhou and Heilongjiang have taken action on the construction of state-owned assets cloud. It is worth emphasizing that many state-owned assets cloud platforms adopt fully localized Xinchuang Servers and the creation of a national cloud platform for the industrialization industry are expected to accelerate the growth of the Xinchuang market. At the same time, we believe that optimistically, the construction scope is not only IaaS, but also expected to include some SaaS and cloud migration, such as Tianjin. According to our calculations, it is estimated that the new procurement scale at the IaaS level of State-owned Assets Cloud will be approximately 7.4 billion yuan. Further considering the potential demand for office software at the SaaS level, the market opportunity will reach tens of billions.

2. The share of large manufacturers is overflowing, and some manufacturers are expected to benefit from the increase in private cloud market share and share.

State-owned Assets Cloud is based on serving the digitalization and informatization construction of enterprises within the state-owned assets system, and actively integrates existing data center resources. It is essentially a hybrid cloud platform, and we believe that it is mainly private cloud. From the perspective of data security, major Internet companies currently have certain deficiencies, such as the Alibaba Cloud data leakage incident mentioned above. Therefore, we believe that in the name of security: 1) The private cloud market will increase: We expect that the IT market structure is expected to change, and the share of private cloud is expected to increase faster; 2) The share of private cloud will change: Some IT background manufacturers such as Sangfor and Qingyun are expected to enjoy The overflow of large manufacturers’ share in private cloud.

3. The background of state-owned assets cloud construction lies in data security and intensive industrial implementation.

In the context of the country attaching great importance to data security, the "State-owned Assets Cloud" is a heavy blow to ensure data security from top to bottom. We believe that in the future, the two central strategies of data security assurance and data element marketization will be extended around the state-owned assets cloud. Data security vendors are expected to be deeply involved in three aspects: data security technical support, data security services, and data transactions.

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