01 Definition of research scope
The era of Xinchuang 2.0 has begun, and the process of Xinchuang is expanding from partial to comprehensive, from subdivision to all fields. In this process, traditional system integration is also gradually transforming into innovation, digitalization and intelligence. With the development of Xinchuang industry, enterprises need more technical support and services, and traditional system integration can no longer meet the needs of enterprises. Digitization and intelligence are the development trend of Xinchuang industry, and it is also the direction that manufacturers need to continue to develop.
Driven by both central and local policies, the Xinchuang industry continues to develop in depth. The dual drive of central and local policies is an important factor in promoting the continuous and in-depth development of the Xinchuang industry. Through the introduction of relevant policies and measures, the central government provides strategic guidance and support for the innovation industry, and promotes the development of technological innovation, intellectual property protection, and market access. At the same time, the local government has also formulated and implemented corresponding policies to strengthen industry cultivation, innovation park construction, and talent introduction in light of the actual situation in the region, so as to provide a good business environment and development conditions for the Xinchuang industry. This dual-driven policy environment provides stable policy support and resource guarantee for the Xinchuang industry.
Through the active guidance of policies and the introduction of preferential policies, enterprises are encouraged to increase investment in research and development, improve technological innovation capabilities, promote the deep integration of technology and industry, and promote the coordinated development of all links in the industrial chain. In addition, the policy also promotes the protection of intellectual property rights and enhances the innovation drive and market competitiveness of enterprises.
Xinchuang products, represented by PC and office software, continue to upgrade and iterate, bringing confidence in the development of the industry. The results of these continuous upgrades and iterations have brought confidence in the sustainable development of the Xinchuang industry. Enterprises have seen the potential and opportunities brought by the continuous innovation of technology, and believe that by continuously introducing the latest PCs and office equipment, they can improve productivity, optimize operating costs, and maintain market competition on the basis of ensuring independent and controllable security. Competitive Advantage. This kind of confidence urges enterprises to continuously invest and jointly innovate technology, and promote the development of the entire Xinchuang industry.
Figure 1: Panoramic map of Xinchuang market picture: 
Under the background of Xinchuang, cloud infrastructure is gradually popularized, and the complexity of cloud environment is also rising. How to efficiently build cloud infrastructure and realize comprehensive and unified management from the bottom to the top is a must for enterprises Questions to think about.
In this context, after in-depth research, Aianalysis has selected manufacturers with mature solutions and implementation capabilities, which can be used as a reference for enterprises when selecting Xinchuang cloud manufacturers. In this market, Aianalysis focused on selecting Xinchuang cloud manufacturer China Electronics Cloud for capability assessment
02 Market Insights
Market Size and Industry Penetration
- Market Scale
Figure 2: Scale of Xinchuang in some markets
According to official statistics, the total number of employees in my country's Xinchuang 2+8 industries is about 63.86 million, including party and government institutions (30.32 million), finance (6.25 million), electric power (1.52 million), post and telecommunications (1.36 million), Petroleum and petrochemical (1.28 million), transportation (3.83 million), aerospace (310,000), education (12.28 million), and medical care (6.71 million).
PC: Assuming that the computer ratio of Xinchuang 2+8 industry employees is 1:0.7, it can be calculated that the total number of PCs in the party and government + "eight major industries" is 44.7 million units, including software and hardware (hardware, desktop operating system), according to If the price of each PC is 5,000 yuan, the total market space is 223.5 billion yuan.
Server: Calculated according to the current PC and server procurement ratio of 8:1, the total number of party and government + "eight major industries" servers is 5.59 million units, and the price of a single server including software and hardware (database, middleware, operating system) is about 50,000 yuan. The space is 279.4 billion yuan.
Printers: According to the 50:1 ratio between the number of Xinchuang employees and printers, it can be calculated that the total number of party and government + "eight major industries" printers is 2.55 million units. Calculated based on the average price of each printer at about 7,000 yuan, the total market space is about 89.4 billion yuan.
Office software (mainly WPS): According to the 1:1 ratio of office software and PC, it can be calculated that the total number of office software is about 44.7 million sets. If the price of a single office software is 1,000 yuan, the total market space is about 447 100 million.
2. Industry penetration
In terms of industry penetration, party and government innovation has been going on for a long time. At present, party and government organizations at the municipal level and above have basically completed the overall localization of the official document system. In the future, the replacement of the official document system will further sink into the county and township-level party and government markets. Considering the large number of county-level and township-level party and government units in our country, the demand for localized office systems still exists.
At the same time, party and government units at the municipal level and above will also carry out the next step of localization and replacement of the e-government system (OA), and the overall market demand is relatively strong; the financial industry, with the end of the first and second phases of the Xinchuang pilot project, leading financial institutions (Banking, insurance, securities) have completed the domestic replacement of OA systems, a few have achieved single-track operation, and the replacement of non-core business systems and core business systems is also continuing to advance.
In the current third phase of the Xinchuang pilot project, the process of Xinchuang continues to advance in the central state-owned enterprises, taxation system, telecommunications, education and other industries.
Accurate detection and analysis of threats is the advanced development demand of Xinchuang
in the
security industry The product has basically been able to achieve similar effects to international mainstream products. However, in the other high-level security fields, there is still a certain gap between my country's security products and the international mainstream level, and many difficulties need to be overcome to achieve complete replacement of foreign products.
Compatibility and adaptation of software and hardware is a major difficulty. Security runs through every link of the office system, and is the core basis for supporting the normal operation of basic software and hardware and upper-layer application software. As the current Xinchuang industry chain is not yet mature, how to achieve high compatibility and low-loss adaptation with these complex and diverse domestic IT products is a major problem that security manufacturers need to solve.
The level of performance needs to be further improved. Compared with foreign markets, the domestic security field developed relatively late, and has long lagged behind the international advanced level in terms of product performance and functions. The use of domestic security products to replace the original security products of the enterprise will inevitably cause considerable risks to the information security of the enterprise. Therefore, how to make up for the gap with foreign products in some core security assurance capabilities is another challenge faced by security manufacturers.
In addition to basic requirements, there are further advanced development requirements for security development.
malicious behavior monitoring. The products provided by security vendors need to have accurate malicious behavior monitoring technology that can go deep into each level, be able to detect malicious code and attack behavior at the first time, and realize real-time alarm. At the same time, it is also necessary to have the functions of virus detection and killing and automatic vulnerability repair, which can effectively detect and fill in gaps after malicious behaviors are discovered, and provide a safe system operating environment.
Threat intelligence data integration and application capabilities. Domestic security vendors should have mature big data processing and analysis capabilities, be able to efficiently integrate massive threat intelligence data generated at various levels, and combine IOA rule correlation analysis with big data intelligent algorithms and visibility design on the platform side to comprehensively provide pre-event Early warning, attack traceability, and complete closed-loop response to disposal can effectively shorten the investigation and response of security incidents and improve the overall risk prevention and control capabilities.
GPU cloud and cloud-native solutions have become the rapid growth point of Xinchuang Cloud
- Under the trend of large models, the demand for GPU is rising rapidly
. The application of large models is gradually implemented, which will drive the demand for GPU (graphics processing unit) to rise rapidly. The training and inference process of a large model requires a large number of matrix calculations and parallel calculations, and GPUs have significant advantages in accelerating these calculation tasks. With the rapid development of deep learning and artificial intelligence, the scope of large model applications continues to expand, covering various fields including natural language processing, computer vision, and voice recognition. Will obviously pull the demand for GPU to rise rapidly. Research institutions, large technology companies, and enterprises in various industries are actively adopting large-scale models to solve complex problems and challenges. How to better integrate Xinchuang Cloud with GPU cloud has become an important consideration for cloud vendors. - The proportion of cloud-native architecture is growing rapidly
Figure 4: Xinchuang cloud market replacement path
With the continuous expansion of the Xinchuang industry and the acceleration of digital transformation, the demand for scalability, elasticity and agility of enterprises is increasing, and the cloud-native architecture has emerged as the times require . Applications will be easier to build, deploy, and manage by breaking them down into multiple small, independent services and using technologies such as containers, microservices, and automated management. From the implementation practice of manufacturers, the proportion of cloud-native architecture in key industries represented by central state-owned enterprises and finance is rising rapidly.
03 Definition of Xinchuang Cloud Market
Market definition:
Xinchuang Cloud refers to the digital transformation of enterprises and the independent and controllable needs, based on localized storage, computing, network, operating system and other basic software and hardware, with "one cloud, multiple cores", high reliability, high A comprehensive solution with core features such as scalability, security and trustworthiness. Xinchuang cloud platform can effectively shield the differences of underlying resources through unified management of different types of underlying computing, storage and network resources, and ensure the smooth transition of enterprise IT architecture in the comprehensive process of Xinchuang. Advanced technologies such as services provide support for upper-level application development, orchestration, and scheduling, and play a key link in the process of comprehensive localization of IT architecture replacement, accelerating the achievement of independent and controllable goals.
Party A's end users:
CEO, management, IT department, data management department
Party A's core needs:
Compared with the past, Xinchuangyun has an increasing demand for unified deployment of upper-layer applications in addition to unified management of different underlying resources. In addition, outside of Xinchuangyun itself, enterprises hope to obtain more comprehensive solutions and a package of comprehensive services from manufacturers. Specifically, the demands of enterprises for Xinchuang Cloud are mainly concentrated in the following aspects:
Figure 5: Party A's enterprise's comprehensive requirements for Xinchuang Cloud
need to meet the requirements of Xinchuang's qualification and compatibility. Traditionally, most of the cloud paths of enterprises are based on virtualization software from foreign manufacturers such as VMware, and the core technology is uncontrollable. There are likely to be security risks in areas with a high degree of confidentiality such as party and government, central state-owned enterprises, etc. The primary requirement; secondly, under the current Xinchuang path centered around the replacement of basic software and hardware as a whole, whether the cloud platform, as the key system software in the process of enterprise digital transformation and domestic replacement, can be fully compatible with domestic mainstream basic software and hardware , is also the focus of the enterprise.
Need to be able to shield resource differences. Since entering the digital age, most enterprises have built an IT system architecture with the IOE architecture as the core based on their own business systems. After years of running-in, the IT system architecture has been relatively complete and stable. In the process of Xinchuang, the company cannot completely replace it with localization in a short period of time, resulting in the situation that the domestic infrastructure is parallel to the original infrastructure of the company at this stage. Therefore, whether Xinchuangyun, as the core platform software for managing underlying resources, can effectively shield the differences of underlying resources and ensure business continuity is also the focus of enterprises.
The security of the cloud environment needs to be ensured. Domestic replacement does not mean complete security. At this stage, domestic cloud platforms are still in the early stages of development, lack of technical and product capabilities, and are prone to security vulnerabilities. Therefore, while managing the underlying computing, network, and storage resources, the cloud platform also ensures the security of the underlying IT environment, which is also a major demand of enterprises at present.
Cloud-native or edge scenario requirements. For industries with a high degree of digitalization such as banking and high-end manufacturing, most of them have built relatively complete traditional architecture cloud platforms based on centralized architecture and virtualization software. Although it can meet the usage requirements to a certain extent, there are deficiencies such as insufficient agility and difficulty in supporting upper-layer application development, orchestration, and scheduling. With the continuous expansion of enterprise business scenarios, the traditional architecture cloud platform is gradually difficult to apply. Therefore, the cloud-native architecture Xinchuang Cloud has become a key requirement of some Party A. In addition, in industries such as energy and transportation, there is a strong demand for edge cloud, and meeting the cloud needs of edge scenarios is another important requirement.
In addition, some enterprises also have the following expectations for the Xinchuang cloud platform:
they need to have the ability to improve operation and maintenance upgrades. For some enterprises with relatively weak technical foundation, due to the lack of a professional operation and maintenance team, the continuous operation and maintenance upgrade of the cloud platform has always been one of the challenges and difficulties they face. Therefore, perfect operation, maintenance and upgrade capabilities are also one of the important expectations for such enterprises.
Data platform construction and service capabilities are required. On the basis of cloud infrastructure, some governments and enterprises further need unified data storage, management, and analysis capabilities to realize the efficient integration of data management software and cloud infrastructure, and fully release the value of cloud and data.
Vendor Capability Requirements
Based on the core requirements of Party A above, Xinchuang Cloud vendors need to meet the following core capability requirements:
In terms of meeting Xinchuang qualification and adaptation requirements. In terms of Xinchuang's qualifications, first, the manufacturer must be a domestic-funded holding company. Second, the Xinchuang cloud products provided by manufacturers need to be included in the Xinchuang product catalogs of institutions including the Xinchuang Working Committee and various regions. Third, the autonomy rate of the underlying code of the Xinchuang cloud platform provided by the manufacturer needs to reach a high level; in terms of adaptation, the cloud platform needs to be compatible with mainstream domestic basic software and hardware. At the same time, it also needs to be compatible with upper-level domestic office software, ERP and other application software to help enterprises build a full-stack independent and controllable IT system.
In terms of shielding the differences of underlying resources. The Xinchuang cloud platform provided by the manufacturer needs to have core capabilities such as "one cloud with multiple cores" and be able to manage different types of underlying resources in a unified manner. By deploying the cloud platform, enterprises can play a key role in supporting the smooth transition of the system during the localization replacement process and effectively guarantee business continuity.
In terms of ensuring the security of the cloud environment. On the one hand, the Xinchuang cloud platform needs to be able to combine trusted computing, access control, data encryption and other security protection mechanisms to ensure the security of the underlying computing environment; on the other hand, the Xinchuang cloud platform also needs to be able to use highly controllable, Customized tools and technologies help enterprises achieve management and technical security through timely and comprehensive operation and maintenance services.
Multi-scenario and multi-architecture options. On the one hand, it supports the development, orchestration and scheduling of upper-layer applications. In response to the IT architecture upgrade needs of industries with a high degree of digitalization, the Xinchuang cloud platform provided by manufacturers must have cloud-native core technology capabilities such as containers and micro-services, as well as capabilities such as elastic expansion and horizontal expansion of distributed architectures. On the other hand, for edge scenarios or the needs of small and medium-sized enterprises, edge cloud or hyper-converged solutions can be provided.
In response to the expected needs of some enterprises in Xinchuang Cloud, manufacturers should also have the following optional capabilities:
In terms of comprehensive operation, maintenance and upgrade capabilities. To meet the expected needs of some enterprises, manufacturers need to provide continuous operation and maintenance upgrade services, as well as automated operation and maintenance tools, which can meet the needs of enterprise cloud platform technology upgrades in a timely manner, while greatly improving operation and maintenance efficiency and reducing costs.
Provide a comprehensive solution for "cloud-digital fusion". Good management capabilities for data assets, including data storage, circulation, data governance, data security, data intelligence, etc. under the multi-cloud model, help enterprises tap the value of data, rely on data to achieve business innovation and insights, and promote business innovation and growth .
Inclusion Criteria Description:
- Meet the manufacturer's essential capability requirements in the market definition;
- From Q3 in 2022 to Q2 in 2023, the number of Xinchuang Cloud paying customers is ≥ 5;
- From Q3 in 2022 to Q2 in 2023, Xinchuang Cloud's contract revenue is ≥ 20 million yuan.
04 Vendor Evaluation: China Electronics Cloud
Manufacturer introduction:
As the leader of China Xinchuang Cloud, China Electronics Cloud is the core component of China's electronic independent computing industry system. It has a comprehensive layout in innovative applications and other fields, deeply participates in major national projects, and serves the digital transformation of the government and customers in key industries.
Product service introduction:
China Electronics Cloud builds a cloud-native, integrated, and intelligent product system with "cloud-digital integration". Construction and operation, data resource system planning and construction, innovative application of digital technology and other aspects are comprehensively deployed.
Vendor evaluation:
On the whole, China Electronics Cloud has significant advantages in five aspects: self-developed products and independent technologies, cloud-native architecture, flexible deployment, cloud-digital integration, and industry accumulation: full-stack self-developed products and independent technologies
. First, relying on China Electronics' independent computing system and rich network information industry resources, China Electronics Cloud can penetrate the entire ecological chain of independent computing industry vertically, and through cross-production line and cross-enterprise combined product solutions, the advantages of each single point can be reused. Combined, the unique overall advantages of China Electronics Cloud are formed, and the overall independent core technology and product capabilities of China Electronics are exported to the outside world in the form of cloud.
Tested by the Institute of Information and Communications Technology, China Electronics Cloud's exclusive cloud platform has achieved the capability evaluation of multi-core cloud management platform in one-cloud multi-core cloud management platform. Excellence level required.
The second is that China Electronics Cloud builds a new ecology of safe and trusted networks with an independent and trusted cloud computing base, forms a safe and trusted system of independent innovation, and fully supports trusted computing.
The third is that China Electronics Cloud has fully adapted to the mainstream domestic basic software and hardware, and has obtained mutual trust certification. The products have been included in the Xinchuang Working Committee and many local and industrial Xinchuang product directories.
Full-stack distributed cloud-native architecture. The overall architecture system of China Electronics Cloud implements the concept of cloud-native, security-native, and data-native, builds a full-stack distributed cloud with three key technical advantages of distributed cloud-native, cloud-digital fusion, and native security, and continuously improves the quality of dedicated cloud operations . Through the joint support of the distributed cloud-native cloud operating system CCOS and the "Swift Architecture" integrating software and hardware, it provides a unified technical service base.
Among them, the cloud management platform and cloud services are fully restructured using the Go language, reducing memory overhead by 45% and CPU overhead by 30%; the system based on container microservices is highly available, and realizes full Operatorization of cloud services and cloud management platforms; The container operating system implements computing virtualization products, and realizes the same platform management and unified scheduling capabilities of containers and virtual machines.
For example, through the container transformation of big data computing clusters based on cloud bases, merging big data clusters into cloud resource pools can effectively solve the problem of tidal computing power, improve computing power utilization, and reduce storage space.
Flexible deployment and scale advantages, both software and hardware integration and pure software delivery are supported. CECSTACK, the exclusive cloud of China Electronics Cloud, can realize a single cluster and a smooth linear evolution from 3 to 20,000 units in the same architecture. It also has advantages in multi-cluster management, multi-cluster scheduling, and performance, loss, and flexibility. At the same time, based on the integration of software and hardware, China Electronics Cloud can deliver pure software based on the customer's original hardware.
For example, China Electronics Cloud helped China Huadian build the first industry-level gas turbine cloud with independent property rights in China, realizing cloud-side collaboration and capability integration, reducing operation and maintenance costs by about 20%-30%, and increasing the benefit of a single unit by 3 million yuan. Based on CECSTACK, a distributed cloud with central and edge storage and computing capabilities is built to realize the scheduling of the overall computing power of the center and the edge and realize cloud-edge collaboration. Covering multi-level applications of groups, industries, and power plants, it meets the comprehensive needs of the group for unified business and data management, and provides local computing power for factories in multiple places. The data volume processed by the central cloud platform can reach nearly 2,000 points per unit per second.
Implement "cloud-digital integration", enrich the self-developed product system and have competitive advantages in performance. The existing product system of China Electronics Cloud consists of three layers. The first is to provide computing power platform products, including dedicated cloud CECSTACK, hyper-converged CeaCube, cloud-native distributed storage CeaStor, cloud-native security CeaSEC, etc.; the second is to provide a data management platform products, including Flying View Data Platform, cloud database platform CeaSQL, big data platform CeaInsight, etc.; third, at the business layer, it can provide distributed cloud full-stack global solutions with various business models and business architectures, including operational cloud, dedicated云、分支云、边缘云等。
图7：德阳市云数融合效果图
图片: https://uploader.shimo.im/f/4bS43WZ47tI4YQY4.jpg!thumbnail?accessToken=eyJhbGciOiJIUzI1NiIsImtpZCI6ImRlZmF1bHQiLCJ0eXAiOiJKV1QifQ.eyJleHAiOjE2OTEzNzc3MzEsImZpbGVHVUlEIjoiMGwzTk15cFlwZXM2N25BUiIsImlhdCI6MTY5MTM3NzQzMSwiaXNzIjoidXBsb2FkZXJfYWNjZXNzX3Jlc291cmNlIiwidXNlcklkIjoxOTIyMjgwNX0.IPP_Qv89izCB8E1PZjew-YYjieiU5dxr-yK3V6KKhmM
For example, the Deyang digital pedestal project built a high-security urban digital pedestal based on CECSTACK. It has collected more than 3.32 billion pieces of data, realized cross-level, cross-regional, cross-system, cross-department, and cross-service sharing of government data, and access to more than 38,000 people in the city Road camera source and IOT sensor equipment to achieve extensive access coverage of urban video and IOT equipment. A geographic information model of 5,911 square kilometers in Deyang City has been built to ensure effective supply of spatial data and support more than 100 offices, smart communities, etc. an application scenario.
Rich industry experience and professional industry solutions. In 2022, China Electronics Cloud Xinchuang products and technologies can already support the digitalization of key industries such as major national projects, large enterprise groups, energy, and finance. On the other hand, China Electronics Cloud helps partners accelerate their integration into China's electronic independent computing industry system. Together with partners, it builds solutions for exclusive industries such as party and government, finance, transportation, medical care, education, and people's livelihood, and jointly provides customers with better solutions. Good product and service.
Typical customers:
National Pipeline Network, China Southern Power Grid, China Huadian, Postal Savings Bank of China, PICC, Dali Prefecture Government, etc.
05 Certificate of Selection
