On December 16, 2019, Huawei established a wholly-owned subsidiary called Huawei Cloud Computing Technology Co., Ltd. (Huawei Cloud Computing Company) with a registered capital of 50 million yuan.
The legal representative of Huawei Cloud Computing Company is Zheng Yelai; the business scope of the new company includes data services, software and information technology services, intelligent design consulting and transformation; Electronic information technology; research and development, manufacturing, sales, and services of communication products; Huawei Cloud The address of the computing company is Huawei Cloud Data Center, Jiaotianfu Road, Jinma Avenue, Gui’an New District, Guizhou Province. This marks that domestic cloud computing will launch a new competitive situation.
People can’t help but ask, who is Zheng Yelai who can be the leader of Huawei’s cloud computing? According to Baidu Encyclopedia, Zheng Yelai is the vice president of Huawei and the president of Huawei’s cloud business, and is a veteran of Huawei.
In 1999, he graduated from the Department of Computer Science and Engineering of Northwestern Polytechnical University with a master’s degree in engineering. In the same year, he joined Huawei as a wireless product manager. Promoted step by step within Huawei, and successively served as the director of the OM SPDT wireless product line, and the president of the wireless OSS and service product line.
In 2012, he was transferred to the president of the IT product line, and since 2017, he has been the president of Huawei’s cloud business. From 1999 to 2019, Zheng Yelai has served in Huawei for 20 years.
The cloud business Cloud BU has been promoted to a first-level department since 2017, and it has been LED by Zheng Yelai. Level with consumer BG, operator BG, enterprise BG, product and solution department.
This time, Cloud BU established a subsidiary, and it is logical that Zheng Yelai is in charge.
According to the 2019 Q3 China Cloud Computing Market Report released by Canalys, Alibaba’s cloud computing business has a market share of 45%, taking a clear leading position. Tencent ranked second with a market share of 18.6%. This is followed by Amazon with 8.6% and Baidu with 8.3%. It can be seen from the report that the cloud computing market is still dominated by traditional Internet companies, and Huawei cloud computing is included in the others.
In a market full of giants, veteran Zheng Yelai has a long way to go.
The concept of cloud computing was first proposed at the search engine conference in August 2006. Compared with the traditional network application model, the three most significant advantages of cloud computing are high flexibility, scalability and high performance ratio, which will be efficient in the future. resource sharing will greatly improve efficiency. It has a wide range of applications, including storage cloud, medical cloud, financial cloud and education cloud, etc.
Head companies of foreign cloud computing platforms include Amazon AWS, Microsoft Azure, IBM Cloud, Google Cloud and Next10. Among them, AWS ranks first in the world in terms of market share. As a leader in the field of cloud computing, e-commerce giant Amazon has performed well enough in “cross-border” databases. Although Google Cloud has received less attention, in the report released by Gartner, Google Cloud occupies the third place in the public cloud market with a market share of 3.95%.
In the domestic market, the “White Paper on the Development of China’s Cloud Computing Industry” released by the Development Research Center of the State Council shows that in 2018, the scale of my country’s cloud computing industry reached 96.28 billion yuan, an increase of 39.2% over 2017. The “White Paper” predicts that the scale of my country’s cloud computing industry will exceed 300 billion yuan in 2023.
The domestic cloud computing market is still dominated by giants such as Alibaba, Tencent, and Baidu. According to the data of the third quarterly report of this year, Alibaba Cloud continued to maintain its dominant position, with a domestic market share of 45%; Tencent Cloud’s domestic market share accounted for 18.6%; AWS and Baidu Cloud ranked third and fourth respectively.
In fact, Huawei Cloud has been deployed since 2011. Although Huawei is invincible in the field of communications, it has always been difficult to achieve in cloud computing. The establishment of Huawei Cloud Computing Company also means that Huawei will increase its investment in cloud computing research and development, and the domestic cloud market will become more intense. Alibaba Cloud, Tencent Cloud, and Huawei Cloud may be three pillars in the near future. The Cloud Computing Concept Outperformer Index rose 6% in December.
The cloud computing market is in full swing, and the cloud computing sector in the capital market has performed very well recently. Since the beginning of December, the cloud computing index has made great progress. As of December 11, the cloud computing index has risen by 6.39% in the month.
From the perspective of related concept stocks, 49 cloud computing concept stocks have all closed up since December, with a total market value of 1.02 trillion. 17 stocks outperformed the cloud computing index over the same period, and China Software ranked first, with a cumulative increase of 17.91% in December. The company’s self-developed China Soft Water Dam data leakage prevention system supports data security protection in the cloud environment and provides enterprise-level customers with new information. Next-generation data loss prevention solutions.
Digital China ranked second with a 17.7% increase. Shanghai Yunjiao acquired by the company is a leading cloud computing value-added service provider in China, focusing on the migration, operation and maintenance and software development of public cloud and hybrid cloud platforms. Dongfangtong rose as high as 16.42%. The company is a leading provider of basic software products and cloud computing and big data solutions in China, and is committed to providing customers with high-quality, self-controllable cloud computing overall solutions.
In addition, seven stocks including Meili Cloud, Rongke Technology, Tongfang, and Shenzhen Technology have all increased by more than 10% since December.
Technology stocks are hot throughout the year, and cloud computing, as one of the sub-sectors of the technology sector, also has investment value. Securities Times. Data treasure statistics show that the net profit of cloud computing companies in the first three quarters increased by more than 20%, the latest closing price was below 20 yuan, and a total of 9 stocks underperformed the cloud computing index in December.
Guangdong Rongtai, 263, Boyan Technology, etc. with share prices below 10 yuan, Guangdong Rongtai’s share price rose 3.47% in December, the latest closing price was less than 5 yuan, and the net profit in the first three quarters increased by more than 150%. In recent years, the company has Actively transform the big data DC service provider and build the Zhangbei Rongtai cloud computing data center. The latest share price of 263 is less than 6 yuan.
It is worth mentioning that 4 of the above 9 stocks have other technology concepts. Specifically, Jessa Technology has the concept of 5G and Huawei, and Keda Guochuang has the concept of 5G, Huawei and domestic software, while Guangdong Rongtai and Zhongke Jincai are both domestic software concept stocks.
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