[Opportunity Discovery]Shanghai Mobile Speeds Up Data Center Construction and Pays Attention to Investment Opportunities Upstream and Downstream of the Industry Chain_ Securities Times Network

According to reports, Chen Li, Secretary of the Party Committee and Chairman of Shanghai Mobile, said in an interview that the construction of data center clusters will be accelerated in the future. Based on the two core hub nodes of Shanghai Qingpu and Lingang, the data center resource base will be further consolidated; The new information infrastructure of “computing network + smart middle platform”, and building a new information service system of “connection + computing power + capability”.

Dongguan Securities pointed out that the National Development and Reform Commission, the Central Cyberspace Administration of Eight places including Ningxia have started the construction of national computing power hub nodes, and 10 national data center clusters have been planned. At present, the scale of my country’s data centers has reached 5 million standard racks, and the computing power has reached 130EFLOPS. With the continuous penetration of digital technology into various fields of the economy and society, the whole society still has an urgent demand for computing power. rapid growth. The data center industry chain is long, including IT equipment such as servers and switches, support equipment such as heat dissipation, racks, data center construction, operation and maintenance, etc. The advancement of “East Number and West Calculation” is expected to further stimulate investment in the upstream and downstream of the industrial chain. It is recommended to pay attention to related companies in the industrial chain. Such as Inspur Information, Sugon, China Great Wall, Unisplendour, Baosight Software, Dataport.