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Introduce several cloud computing concept stocks.
At present, there are about 10 cloud computing stocks in the A-share market. The following is a basic introduction to them. I hope that through our introduction, we can have an intuitive and comprehensive understanding of cloud computing stocks, cloud computing sectors and cloud computing concept stocks. At present, the stocks related to the concept of cloud computing include Inspur Information, Huasheng Tiancheng, ZTE, Founder Technology, Great Wall Computer, Variety, Neusoft Group, Inspur Software, Visteon, Dr. Peng, NetScience, Shenzhou Taiyue, UFIDA Software, Focus Technology and business treasure.

Cloud Computing Unit ZTE

At the beginning of February, 2009, the results of WCDMA bidding in 30 provinces, autonomous regions and municipalities of China Unicom have been basically confirmed, and ZTE's share is 2 1%-22%, far exceeding its share in China Mobile GSM and its share in the original Unicom GSM market. In the bidding of domestic 3G market, ZTE gained 29% market share and became the largest 3G network equipment provider in China. In the bidding of TD system equipment vendors for China Mobile's TD Phase III network equipment, ZTE won the first market share, accounting for 34%. In the third quarter of 2009, it was revealed that the company's carrier network increased by 47.32% year-on-year, mainly driven by the sales revenue of 3G network equipment, optical transmission and data communication products. The revenue of terminal products increased by 38.67% year-on-year, mainly due to the sales growth of 3G products. In the secondary market, 3G represents the development direction of the new economy and is one of the important sectors, which can be concerned in the future.

Cloud Computing Stock Volatility Information

Cloud computing stock wave information (000977). Comments: The company is a leading enterprise in the domestic server market, and has maintained the first sales volume and sales volume in the domestic market for many years. At the same time, the company launched a security server, which is the first server product in China that meets the national third-class standards at the operating system level and has independent intellectual property rights. It fills the gap in the field of server security in China, and plays an important role in improving the security of core systems in key fields such as the military, finance and taxation, and even establishing an independent and controllable national information security level system. With the publication of the annual report, high share transfer has become a hot spot in the market. Although Inspur clarified on 12 that there is no plan to send 10/0, the market enthusiasm has not diminished. At present, it has been trading for three consecutive days, the volume has been greatly enlarged, and the stock price has broken through the previous consolidation platform. However, considering the poor performance of the stock, the current price-earnings ratio is too high, and investors are advised not to intervene.

Cloud computing stocks are better than nature.

Through the acquisition and integration of ASL in Hong Kong, the company will explore the international market, improve the "one-stop" service level of IT construction, and build an IT service giant in the Asia-Pacific region. Under the background of "economic marketization and fierce competition", it has become a magic weapon for most enterprises to improve the industrial chain and improve the overall competitiveness of the market through mergers and acquisitions. Individual stocks with the theme of M&A and restructuring can often stand in the forefront of the market. Today, such as star horse car, Taiji Group, etc. all go against the trend. Therefore, investors should grasp the wealth effect brought by M&A and restructuring in time. In individual stocks, it is recommended to pay attention to Huasheng Tiancheng. The company can integrate ASL through extension acquisition, explore the international market, improve the "one-stop" service level of IT construction, and build an IT service giant in the Asia-Pacific region, which can be focused on.

Cloud Computing Stock Founder Technology

PCB business is the main source of the company's profits. It is estimated that in 2009, the company's PC business income is about 6.2 billion, and the PCB business income is about 65.438+36 billion. The gross profit of PC business is around 6%, and the contribution to the company's net profit after deducting expenses is limited. The gross profit margin of PCB business is about 22%, the gross profit of sales is about 300 million, and the gross profit accounts for about 45%, which is the main profit source of the company. The PCB business is driven by the rising prosperity of the industry and the optimization of product structure. In the in-depth report of Ultrasonic Electronics (000823), we have pointed out that the prosperity of PCB industry has entered an upward channel. The company's PCB products are mainly HDI and backplane. It is estimated that the sales revenue in 2009 will account for 55% and 25% of PCB business revenue respectively. Zhuhai HDI Phase II project is still under expansion. It is estimated that the HDI production capacity will reach 600,000 square meters in 20 1 1 year, of which the second-order HDI production capacity is about 300,000 square meters, and the product structure is expected to be further optimized. There is still room for improvement in PC business. We believe that the domestic PC market is expected to go out of the trough in the next two years, and the company is one of the few PC manufacturers in China with a national marketing network. The continuous sinking of marketing channels, expanding PC accessories and charging after-sales service, and strengthening notebook business will help the development of the company's PC business.

Cloud computing gu great wall computer

The company's subsidiary, TPV Technology, expects a net profit of $65.438+0.9 billion next year, which will contribute 348 million yuan to Great Wall Computer. Therefore, Great Wall Computer's "Strongly Recommended -A" rating is maintained. It is predicted that the EPS in 2009- 1 1 year will be 0.60, 0.77 and 0.94 yuan. TPV and LG set up two joint ventures to produce LCD TVs and monitors respectively, which is expected to become a new growth point of the company. At present, the outsourcing ratio of LG LCD TV production is less than 10%, and the outsourcing ratio of display screen production is about 2 1%. In 2009, LG LCD TV sold well, and its shipments surpassed Sony, ranking second in the world. In 10, the shipment volume is expected to reach 25 million units, an increase of 47% over 2009. The sales volume of LG LCD monitors ranks fourth in the world, and the sales growth is also obvious. In order to adapt to the rapid growth of production demand and maintain price competitiveness, LG plans to gradually increase the proportion of outsourced production. The cooperation between TPV and LG can get more outsourcing orders and reduce the supply of panels and price fluctuations. After reaching the designed production capacity, the production capacity of TPV LCD TV and LCD monitor increased by about 30% and 12.5%. In the future, TPV will have more room for development in LCD TV OEM. In 2008, the global LCD TV penetration rate was only 1.3%, and it is estimated that there are still1.74 billion TVs that can be replaced by LCD TVs. At present, the OEM share of TPV in LCD TV is 6.0%, while Samsung, LG, Sony and Sharp tend to expand outsourcing production, so the OEM share of TPV is expected to further expand.

Variety stocks of cloud computing stocks

Investment highlights: 1. Loongson Project: Beijing Shenzhou Loongson Integrated Circuit Design Co., Ltd. (established with Institute of Computing Technology of Chinese Academy of Sciences in August 2002 with registered capital of 1 100 million yuan) is engaged in research and development and sales of "Loongson" series microprocessor chips with independent intellectual property rights. The launch of Loongson 1 and 2 broke the long-term dependence of China on foreign CPU products. Stmicroelectronics, the fifth largest integrated circuit manufacturer in the world, decided to purchase the production and global sales rights of Godson 2E. At present, Godson Research Group is designing Godson 3 multi-core processor, which has outstanding advantages such as energy saving and high security. The 2007 annual report revealed that Godson will enter the harvest period next year. 2. Concept of venture capital: According to the first quarterly report in 2008, the company holds 53.85% shares of Jiangsu High-tech Industrial Investment Company (engaged in industrial investment with a registered capital of 30 million yuan), 800,000 shares of Huaxing Chemical, 800,000 shares of Kangyuan Pharmaceutical, 5.92 million shares of Lu Chang and 2 million shares of Hongbaoli. The company achieved a net profit of 37.7645 million yuan in 2007. The company has seven listed companies, including Changshu Aluminum and Hongbaoli IPO in 2007 alone. In addition, the company also invested 654.38+million yuan, holding 6.32% equity of Tongzhou Rural Credit Cooperative Union.

Cloud computing stocks such as Neusoft Group also have good highlights, so I won't comment on them here.