Scan the QR code with wechat < / P > < p > and share it with friends and circles of friends < / P > < p > Author: Lai Sasha ▪ Li Na responsible editor: Ning Jiayan < / P > < p > on the evening of August 27, a message from Tianjin SASAC on accelerating the cloud work of state-owned enterprises and improving the construction of state-owned cloud system (hereinafter referred to as the implementation plan) stirred the cloud computing market and required state-owned enterprises to gradually migrate to the state-owned cloud platform < p > according to cnr.com, 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 < p > as an important data security infrastructure, local government departments are increasing investment in the construction of state-owned cloud. It is generally set up under the leadership of local SASAC to promote the digital transformation of state-owned assets and state-owned enterprises and stimulate the innovation vitality of state-owned assets and state-owned enterprises < p > how much impact will the emergence of state-owned cloud bring to the domestic cloud computing market pattern? Many industry insiders interviewed by China first finance and Economics said that the overall impact is limited, but it will benefit cloud service manufacturers with state-owned background such as operators < p > state owned assets cloud unveiled < / P > < p > according to CNR, on March 4, Tianjin state owned assets cloud took the lead in operation, 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 < p > the implementation plan mentions that the information systems deployed on third-party public cloud platforms (such as "Huawei cloud", "Alibaba cloud", "Tencent cloud", "woyun", "Tianyi cloud" and "mobile cloud") are all migrated to state-owned cloud within 2 months from the lease expiration date. In principle, the cloud computing migration work shall be completed by September 30, 2022 at the latest. In addition, the data acquisition, industrial control, video monitoring and other systems required for the internal production of the enterprise can maintain the existing enterprise deployment mode and suspend the cloud deployment < p > although local state-owned enterprises cannot directly migrate to a third-party public cloud platform, the construction and operation of state-owned cloud still need to rely on existing cloud computing manufacturers < p > "it must be good for the national team like operators. We are participating in the cloud construction of several state-owned assets." A business staff of China Unicom told China first finance. He believes that before the state-owned cloud comes out, local state-owned enterprises make their own choices according to their own business needs. After the introduction of the state-owned cloud, some unified standards will be set, such as data security, localization, etc < p > Tianjin is not the only region to introduce state-owned assets cloud. In April this year, the state owned assets supervision and Administration Commission of Sichuan provincial government also officially released the "state owned assets cloud". Sichuan state-owned cloud is the exclusive industry cloud for state-owned enterprises in the province. Its construction purpose is to promote the application demonstration and data sharing of digital transformation of state-owned enterprises based on the cloud platform, and explore the optimal path for digital transformation and collaborative innovation of state-owned enterprises in the province. In November 2020, Sichuan SASAC officially authorized "Sichuan state owned assets cloud" to Sichuan digital industry Co., Ltd., a subsidiary of Sichuan energy investment group, to be responsible for the construction and operation of the platform. Meanwhile, Sichuan energy investment and Sichuan Telecom have reached strategic cooperation in the cloud operation of state-owned assets in Sichuan, forming an innovative mode of joint operation to ensure the landing service for all provincial and municipal state-owned enterprises in Sichuan < p > the state owned assets supervision and Administration Commission of Zhejiang Province started the construction of the project of "digital supervision and application of state owned assets and state owned enterprises" in March. The project includes eight application systems and a cloud infrastructure - "state owned cloud". HANGGANG group is responsible for the construction, maintenance and operation of "state owned cloud". So far, cloud resource deployment has been completed for 6 systems of 5 units, including provincial communications investment group, provincial international trade group, provincial construction investment group, provincial energy group and property Zhongda Group. At the same time, the construction of the "state-owned assets cloud" platform adopts a fully domestic information creation server, which has become the first batch of cloud platforms for the national industrialization industry in China < p > however, some manufacturers believe that the state-owned cloud is just a shell, with no technical capability or operation capability, and "can't do it". Compared with the previous enterprises, the mode is not significantly different < p > what is the market impact < p > in an interview with reporters, spokespersons of several cloud service companies, including Huawei cloud and Tencent cloud, said they would not comment. Tencent cloud insiders told reporters that they have not seen relevant documents yet, which should belong to individual cases < p > from the perspective of the development of the cloud market, in the past few years, government and enterprise customers have been the key projects competed by the leading cloud service manufacturers. At present, Alibaba cloud, Tencent cloud and other enterprises with leading market share of domestic public cloud do not have an advantage in this market. On the one hand, 2C gene makes it have many challenges in vertical industry and government services; On the other hand, data security and privacy have been widely criticized < p > it is undeniable that these enterprises do have advantages in cloud computing product richness and technical capabilities. According to the official website, Sichuan state-owned cloud project adopts Alibaba cloud computing technology scheme. Phase I will build 2500 core vcpu, 6800g memory, 1000t storage and 20g Internet export bandwidth. In addition to providing professional computing and storage resource-based cloud services, it will pass the development of industry cloud ecology, Through the deployment of PAAS mid platform technology platform and SaaS application supermarket, we can reduce the application cost of enterprise informatization, solve the digital needs of management decision-making and production and operation of state-owned enterprises, promote application demonstration and data sharing, and help 10000 enterprises go to the cloud and digital transformation < p > Hangzhou Iron and Steel Co., Ltd., the person in charge of Zhejiang state-owned cloud project, also adopts Alibaba cloud scheme. On July 5, the official wechat of the company said that the construction of the "state-owned cloud" platform adopted the fully domestic Xinchuang server as the underlying hardware facility and built on the "Feitian cloud" base with domestic independent intellectual property rights, becoming the first batch of national industrial cloud platforms in the real sense < p > at present, it is doubtful whether the state-owned assets cloud can be successfully implemented everywhere“ Little impact. Because the state-owned enterprises that local governments can influence are limited, large central enterprises will not go on the so-called state-owned assets cloud of local governments. " An industry analyst told China first finance < p > however, the introduction of the concept of "state-owned assets cloud" still has a certain symbolic significance. The voice of Internet manufacturers such as Alibaba cloud and Tencent cloud in the field of government and enterprise services may be further reduced, especially in the context of strengthening data security, privacy protection and antitrust in China < p > if the "state-owned cloud" becomes a sample implemented by local governments, it will indeed form a pattern in the short term for the head cloud service manufacturers providing "overall solutions"Some pressure. In other words, in the past, state-owned enterprises purchased separately. Now, if state-owned assets cloud purchases uniformly, there will be new changes in the demand for cloud service products < p > < p > insiders believe that manufacturers of basic components such as servers, storage and data centers benefit not from demand, but from the concentration of market share, and local state-owned cloud support manufacturers and head industry applications of Xinchuang will also benefit < p > in the afternoon of August 27, there was a change in cloud computing concept stocks. On the same day, Tongniu information rose by 19.99%, topaz rose by 17.66%, yihualu rose by 11.22%, meiyabaike rose by 7.68%, meiliyun rose by 9.96% and Inspur information rose by 4.24% < p > according to wind data, among the above companies, the actual controller of Tongniu information is SASAC of Beijing Municipal People's government, with a total revenue of 310 million yuan in 2020, of which IDC Internet data business and value-added services account for 46.73%. Meiyabaike, Inspur information, yihualu and Meili cloud are all state-owned cloud technology providers
2023-03-22 10:04:42