Chinese Server and Software Firms Spike Limit Up on IBM News

The number in the brackets is the gain for today. Chinese A-shares cannot increase more than 10% in a day.

外媒称中国商业银行或禁用IBM 浪潮信息等13股涨停
Yesterday, there was news that the Chinese government is promoting the use of domestic banks to abandon the production of high-end IBM servers with a domestic brand instead.

Affected by domestic server and software services stocks rose, including computer equipment sector rose more than 5 percent, led the two cities, and software services sector rose more than 4%, in second.

At the close, the wave of information [ 10.00% funding research report ] , Royal Bank shares [ 10.02% of the fund research report ] , the wave of software [ 10.01% funding research report ] , GRG [ 9.98% funding research report ] , Xiang-mail technology [ 10.03% funding research report ] , have the same technology [ 9.99% funding research report ] , Shi Ji Dingli [ 10.01% funding research report ] , silver Inchcape [ 10.01% funding research report ] , Highlander [ 9.99% funding research report ] , Han get information [ 9.98% funding research report ] , Chinese software [ 9.98% funding research report ] , Tianjin card [ 10.02% funding research report ] , the National Information and other 13 stocks daily limit, Boco [ 9.25% funding research report ] , ultra- Software [ 8.59% funding research report ] , in the new century [ 8.50% funding research report ] , UF Software [ 7.82% funding research report ] and other stocks among the biggest gainers.

Bloomberg reported that informed sources, the Chinese government is studying and assessing IBM mainframe servers in the domestic financial monopoly position if the field will adversely affect national financial security, and will also take measures to gradually expand the domestic large-scale server applications in commercial banks .

August 22, 2013, the National Development and Reform Commission published the "Notice 2013 special national information security related matters" for financial information security, cloud computing and big data, information security management systems, industrial control and other areas faced with the actual needs of the State Development and Reform Commission decided to continue to organize national information security projects.

The assessment involves China's Ministry of Industry, Science and Technology, Development and Reform Commission, Ministry of Finance, Bank of China, China Banking Regulatory Commission and many other government departments.

In view of the factors that the United States "Prism" incident, etc., China's official financial institutions are widely used IBM servers will affect national financial security concern.

Insiders said that since last June Snowden outbreak, information security issues have been unprecedented attention. Last November, eighteen Third Plenary Session of the National Security Council decided to establish, in February this year, the central network security and information technology leadership team was established, information security has been put to unprecedented heights.

Assessment of major financial institutions in the case against the widespread use of IBM mainframe servers, whether they would produce a potential threat to China's financial security, but also to assess whether China's large server price too high compared to other regions in the problem of IBM.

According to IDC data, IBM Power Systems 15 consecutive years ranked in the Unix server market share in China first, as the fourth quarter of 2012 had reached 76 percent, meaning that IBM is currently in the Unix server market, a dominant 2-3 years will difficult to appear a threat to its competitors; according to Gartner in the March 2013 release of "Market Share: 2012 Global Software Market Report" that, in 2012, Oracle's market share to 40.7%, again occupy the first application server market.

March 2013, China started the wave of domestic manufacturing servers Postal Savings Bank pilot.

Guotai JunanThe researchers pointed out that the wave of information is worthy of domestic alternative leader, domestic alternative to the tide and high-end servers heavy volume will promote sustained and rapid growth performance. Compared to foreign giants, the lack of local IT companies, one skilled, stable and reliable product performance, and second, to open up the upstream and downstream industry ecosystem. The tide leader in both regards local businesses.

Chinese financial institutions will reduce dependence on the IBM server news, the international wave of domestic server market rose 2 percent in Hong Kong, the wave of information rose nearly 40 percent in two weeks, constantly refreshed 14-year highs.

Storage market, this year May 21, according to the latest Gartner research shows channels, storage channels 21 November 2013 global sales market share ranking of the top six, IB M1 6%, EMC11%; 2012, IBM storage in China market share in the first nine consecutive years.

In addition, the industry believes that the current high import dependence of financial tools, easy-financial data stolen by foreign manufacturers, has constituted a direct threat to China's monetary supervision and financial security. Financial tools, including "cash flow" and "notes flow" categories, the former as ATM machines, banknote sorter, the latter as payment password and so on.

From the size of the market to see, ATM machines currently foreign brand market share close to 60%, a huge demand for the release of import substitution, because the high technical barriers to trade, leading to benefit from existing domestic obvious, such as GRG, Royal Bank shares and so on.

May 26, the People's Bank of China issued the "2014 first quarter, overall pay system operation" on its website. The report shows that China's payment system is running smoothly, pay to maintain steady growth in business volume. Rapid growth of electronic payment services, in which the amount of mobile payment services nearly 4 trillion yuan, the amount of business growth for five consecutive quarters of more than 200%.

IBM partner Government's response to the ban: more harm to Chinese state-owned enterprises (IBM合伙人回应政府禁令:对中国国企伤害更大)
interaction between China refers to fermented with espionage, the Chinese government initiatives to maintain corporate security information is also escalating. According to the British Financial Times on May 26 reported that the Chinese government has banned the use of state-owned enterprises serving the American consulting firm. Yesterday, Bloomberg revealed that the Chinese government is using the state-owned banks to clean up American company manufacturing high-end servers. Phoenix Finance interviewed in the 28th IBM Global Business Services partner Xu Yonghua. Xu Yonghua, said the Chinese government's ban on the larger state-owned enterprises injury.

徐永华 in an interview said that at present the number of IBM Greater China's state-owned consulting business customers account for about one-third, but he said that if the ban is true, IBM lost a third of customers "not important." Importantly, "lost the foreign consulting firm to help after their state-owned enterprises will be even greater harm."

Xu Yonghua that most state-owned enterprises are facing issue is how to grow to become globally competitive enterprises, and most are doing is not good enough, need to come from IBM and other foreign consulting firm to help, and thus participate in global competition, into the world leading ranks. "Now what SOE say there is no problem? Which is the world's leading state-owned enterprises dared call it?" 徐永华 said in an interview.

For the Financial Times said the Chinese government to build the local consulting team issue, Xu Yonghua said they were not optimistic. "SOEs need to globalization. Local team they have global experience?"

In addition, 徐永华 that China considers part of U.S. companies suspected of espionage, and the U.S. consulting firm providing services to state-owned enterprises are "two different things." He said: "It's like driving a car accident and will be out because of an accident, so you can not drive yet.?"

When asked whether IBM received the relevant notification from the government or state-owned enterprises, told reporters 徐永华 not yet received any notification. "But this circle has been talking about," Xu Yonghua said.

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