Data flow grows, bibcock of industry of cloud computation fractionize develops quickly in discharge respect, domestic mobile Internet received flow spending to amount to 24.6 billion GB 2017, than going up year of growth 162.7% , add fast relatively on year raise 38.7pct. In policy respect, in recent years, the heavy visual range that our country increased the solution such as computation, big to the cloud data is spent, rolled out the relevant policy that a series of stimulative cloud computation develop. Cloud computation market was driven to develop quickly while data flow grows, 2018 the capital spending of enterprise of 24 main ICP adds the whole world first quarter to 27 billion dollar, grow 80% compared to the same period. We think, hopeful of cloud computation defray makes the main component of enterprise IT defray.
IDC: Cloud computation drives information infrastructure construction, data center hopeful lasts the demand that fast growth drives information infrastructure to build as a result of cloud computation, manufacturer of global cloud computation in succession build data center, according to Synergy forecast, 2018 first quarter, the whole world exceeds extensive data center to predict to will increase 400, will achieve 500 before 2019. Home market, IDC encircles a research center to predict 190 billion yuan market dimensions will be adjacent 2019, add fast it is about 35.9% . It is with Equinix exemple, the company is passed inside unripe denotative casting with respect to position of bibcock of global data center. Go up as a result of domestic north wide the IDC that waits for city of a gleam of greatly is a kind rare lack resource, and computer room of halo new network basically is centered in city of Beijing Shanghai a gleam of, send an advantage first apparent.
In division dawn (603019)
The company is seleted Beijing successfully east AI server purchases an item and behead obtains 100 million yuan of large sheet, it is a company the good confirm that gains a success ceaselessly on position of AI server product for years. Company AI product line enclothes a variety of chip of different application setting, roll out AI management platform at the same time " SothisAI " reach of all kinds and downstream application, make artificial intelligence whole modes of life and relation to their environment, ensure product of company AI server is long-term competition ability, offer for company future outstanding achievement strong prop up.
Information of bright water chestnut (300588)
The company is how Xinjiang prevents indigenous industry to get mediumly army person: The company is had at present " charm eye " how is wisdom prevented and " SNAM " business safety audit product of core of two old series, the battalion that comes from intelligence how to defend professional work among them closes occupy than be as high as 70% above. Look from district, xinjiang is company business stand for war, the company is complete couplet of border card mouth is net application platform, complete border image is analytic of the system bear build square, had been assorted of Akesu, noise made in coughing or vomiting, wait for Na Jiang area with city of cropland, gram the public security of town of county of many ground city offers be born actual combat to apply, won the bid July this year 406 million yuan Xinjiang breathes out public security bureau of graph wall county " encircle a city of science and technology " project.
Constant gives birth to an electron (600570)
Bibcock of domestic banking IT, ascendant passageway of outstanding achievement regain. The company is the absolutely bibcock of domestic banking IT, the product covers money market whole field, core product is in negotiable securities, fund, safe, fiducial, futures, bank all fast city is occupied rate. Superintendency bonus is benefited since 2017, ascendant passageway of regain of company outstanding achievement, 2017, 2018Q1 year battalion closes compared to the same period + 22.85% , + 20.29% , buckle blame net profit compared to the same period + 19.37% , + 28.68% . Ability of company research and development is outstanding, cut down rides instead of walk when old follow closely, advance a product actively to change, network (SaaS cloud) , platform is changed, intelligence changes transition, develop strategic clarity.
