Comment: Beware of cloud computing as the next photovoltaic

According to media reports, the state-level plan for the development of the “China Cloud” industry, which has received much attention, has been approved by the State Council and will be released soon. Authorities predict that cloud computing is expected to become the fourth IT industry revolution after mainframe computers, personal computers, and the Internet. The output value of China's cloud computing industry chain will reach 200 billion yuan in the next three years.

However, when the "cloud" is coming, we also have to worry about whether cloud computing will become the next photovoltaic industry and another example of infinitely good expectations and reality. In particular, cloud computing is a bit different from the photovoltaic industry. It has the characteristics of low-cost entry. Unlike the photovoltaic industry, it must be tens of millions in order to produce things. In a medium provincial capital city, if you want to develop a small and medium-sized cloud computing company, but more than a dozen young people and a few servers are enough. Therefore, it is very likely that the cloud computing industry will appear to be more fierce than the photovoltaic industry, which is what we must be vigilant.

At the same time, there are still many criticisms of the "Chinese-style industrial development" that is still old in the cloud computing industry planning. What is meant by "Chinese-style industrial development", the author believes that the government provides policy support, the government provides cheap land allocation, the government provides technical support, and the government provides funds to purchase. This advantage is that it can quickly promote the development of the industry and form a strong competitiveness in the international market. But the disadvantages are just as obvious, that is, the industry is too dependent on the role of the government. To what extent can a newly-entered company develop, and how much profit is obtained depends entirely on what benefits the government gives, and its dependence on the market and expectations are relatively small and Weakness is not conducive to the long-term healthy development of the industry.

This is the case of the photovoltaic industry. With the government's encouragement and investment promotion, a large amount of capital was quickly poured in, but the lack of demand is expected to cause a significant excess of production capacity, making it a "chicken rib" in the modern economy: knowing that its future market will develop A lot of profits, but the current situation of losing money every day makes people love and hate the dilemma, not letting go, and continuing to do it is also painful. The "spectacled king" who once ran on Wenzhou was planted on it.

Another drawback of "Chinese-style industrial development" is that people who really do industry cannot earn the most important profit in industrial development. In the past, the country has supported the development of many industries. We see this process in our eyes. We also see clearly who made money. Because industrial development is too dependent on the government and the government has invested huge amounts of money in the early stages of industrial development, it has made the relationship with the government better, and those who can directly obtain this part of the funds or hidden funds have become the big profits.

So in the past three decades, we have appeared three types of relatives of such officials or officials from the sea: one type is a company that holds a supporting policy or government procurement contract; the second type is a variety of support and contracts. Sub-contracted projects; the third category is simply to set up a company that cannot support the wall and make a package of money with government support funds, and then declare the bankruptcy after doing a good account. When we look at the industrial development plans of various provinces and regions, we will find that, if the words "support a batch of newly established" are used, the government bidding project is finally obtained by a little-known newly established company; the words "increase the scale of the industry" Yes, the last project is often obtained by a company that already has it. Paired seating support and customized bidding have become a major feature.

Obviously, each of these situations will not be conducive to the development of our related industries. Cloud computing is even more worrying to us. It is reported that the National Development and Reform Commission, the Ministry of Finance, and the Ministry of Industry and Information Technology have chosen 5 key cloud computing pilot cities and carefully selected 12 key projects, supporting a scale of up to 1.5 billion yuan. Demonstration applications of cloud computing services in smart cities, smart transportation, medical care, small and medium-sized enterprises and other fields.

The five cities have 1.5 billion. It can be said that the three ministries are rich in money, and in the end, they are just smashed into the personal pockets of some people. And we should also understand that government procurement is the driving force, and civilian and commercial use are the key. As for the current situation, it is difficult for us to predict the development of cloud computing in the civil and commercial fields. Its market demand has not yet emerged. How can the industry develop faster? Therefore, the author believes that careful market entry and small-scale operation are Avoid cloud computing becoming the correct mindset for the next photovoltaic.

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