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Traditional CDN manufacturer type micro cloud computing leader wants to reshape the industry pattern

  

Since it was announced at the end of this month that the price of Alibaba Cloud services, relying on the concept of "Netsux Technology is only engaged in Internet acceleration services", has become the highest priced stock "(,) to start a new round of downward trend. Nearly months ago, the total market value has dropped to the highest point of 100 million yuan, almost halved.
As one of the most competitive enterprises in the current Chinese market, although the market demand has not decreased, the industry has gradually entered the new old transition period. Taking advantage of its own technological advantages and transparent prices, relying on the rapid development of leading cloud computing enterprises, traditional suppliers, as the original "conquerors", were forced to "rush to the battle", reshaping the industrial structure.
The huge scenery before has no more
The rapid development of network technology, such as Lanxun Communication, and other traditional manufacturers, on the one hand, benefited from the historical opportunity to develop the Internet; on the other hand, a simple business model created a high profit. In terms of business model, traditional service providers purchase bandwidth, cabinets and other resources from basic operators or professional suppliers, and use their own technology to promote the needs of enterprises to provide services, and charge fees based on bandwidth or traffic. The difference is the source of enterprise profits.
Industry insiders believe that as a resource-based enterprise, the industry's upstream content providers, low-end users, and the internal industry chain, to undertake the basic and leading role of network access equipment management telecom operators, (Internet data centers) and service providers must purchase basic operations based on bandwidth
Medium. In the past ten years, the industry has a historical window. Because the technical threshold is not high, only the input period is needed. In the early days of Lanxun's technology development, during the "good days" of traditional companies, the market value of Lanxun's technology has reached nearly 100 million yuan. It is the largest market in the world for service providers with face value, and the market occupies an absolute monopoly position. " Industry insiders said.
Although it has provided the two companies with a broad history of empty window in the market, in the fierce market competition, they mainly rely on resources to start and obtain high profits through monopoly of giants. From July of last year to April of this year, the stock price of Netsux Technology has almost halved, and its total market value has shrunk by about billion yuan. In the first quarter of this year, the performance also showed that the net profit declined year-on-year. The days of Lan Xun were even worse, because the financial report of the fourth quarter of the fiscal year showed that the net profit of the quarter was $billion, down; The operating revenue was billions of dollars, down year-on-year, and the company's share price was less than two dollars.
The feudal nobility fought for the throne
The arrival of the era of the rise of the global Internet, the number of mobile Internet users, the rise of games and videos, social software and other applications, and the rapid explosion of Internet traffic are driving the accelerated development of the market.
At present, it has penetrated into all walks of life, from the traditional network, today's cloud, development, and other new forms of business sharing; Accelerate downloading from simple static pages, ushering in dynamic acceleration industries such as business, games, online video, online TV, mobile radio, short-sighted frequency, virtual reality, artificial intelligence, etc; From content distribution, caching, simple business acceleration, now cloud computing, security, traffic management, big data and other value-added services.
Industry securities analysts said that the essence of the industry is to improve reuse efficiency by integrating multiple demands of users. From the perspective of network structure, it is similar to the "cache" layer. From the perspective of business model, it belongs to the bandwidth based on value-added services. Breakthroughs in new technologies in the market can provide more and more value-added services And a number of new service providers have called in, and traditional industries such as online accommodation are undergoing dramatic changes in the environment.
It is understood that the current market can be divided into three categories: the first category is that LanXun, DiLian and KuaiNet are representatives of traditional companies; The second type is pure, such as Qiniu and Baishan. Due to a single technology, they are also facing a series of difficulties; The third category is new cloud computing companies,