Boosted by the news of the official launch of the “East Digital and Western Calculation” project, data center, cloud computing, and big data concept stocks rose strongly during the session on the 18th. As of press time, in terms of data center concepts,Imicon、Capital Online“20cm” daily limit,Aofei datarose more than 12%,Nanling Technologyrose more than 10%,Shagang Co., Ltd.、Yunsai Zhilian、Ningbo Construction Engineering、True Technology、Jialitu、True Vision、Yanhua IntelligenceWait for the daily limit of about 10 stocks; in terms of cloud computing concepts,Aofei datarose more than 12%,Guiguang Network、Jialitu、Zhejiang University Network NewsWait for the daily limit; in terms of big data concepts,zeros countrose nearly 17%,First Spirit Informationrose more than 11%.
On the news, on February 17, the National Development and Reform Commission jointly issued documents with multiple departments, agreeing to launch national computing power hubs in 8 places including Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, and Ningxia. At the same time, 10 national data center clusters are further planned to be established in the computing power hub, and the construction of large/ultra-large data centers will be undertaken, marking the official start of the “East Digital Western Computing” project.
Some authoritative institutions and experts estimate that the annual investment volume of the “East and West” project will reach hundreds of billions of yuan, and the driving effect on related industries will reach 1:8.The comprehensive construction of the project is not only conducive to stable growth this yearChangheReinvigorating the industrial economy is more conducive to the high-quality development of my country’s economy in the future.
The so-called “counting in the east and counting in the west”, “number” refers to data, and “calculation” refers to computing power. In layman’s terms, the data from the east is transmitted to the west for calculation and processing, just like the South-to-North Water Diversion Project and the West-to-East Power Transmission.
Previously, my country has successively introduced a number of policies to make overall plans for the intensive, large-scale and green development of data centers. As a representative of the new infrastructure, the data center industry chain is long, the coverage is wide, and the driving effect is strong.
Sinolink SecuritiesIt is pointed out that “East Numbers and West Calculations” is not the first time to propose, but this series of documents puts forward more detailed regulations on data center energy consumption indicators, shelf rates, network service quality, etc., allowing moderate concentration and promoting the integration of data center intensification and technological innovation , requiring “to coordinate the construction and proposed data center projects in the region, set a reasonable transition period to ensure stable and orderly development”, and give priority to the energy consumption index support for data center projects that have achieved outstanding results in the implementation of “Eastern Data and Western Calculation” to avoid single In terms of controlling energy consumption, “overcorrecting” or “one size fits all”, and from March 2022, the relevant situation needs to be reported to the four departments at the end of each quarter to dynamically monitor the construction situation and reflect the determination to implement the policy.
The agency believes that the relevant policies have laid the main tone for the four departments to encourage the healthy development of the IDC industry. Up to now, my country’s computing power has reached 130 EFLOPS (1.3 trillion trillion floating-point operations per second). With the increase in the penetration rate of the digital economy, computing power has become an important infrastructure for the development of the national economy. In the future, more traditional enterprises will go to the cloud, and the cloud computing industry chain will continue to be booming as the foundation of the digital economy. The overall growth rate of the industry is expected to exceed 20%.
CITIC SecuritiesHe said that by deploying 8 computing power hubs across the country and forming data center clusters, it is expected to drive the development of data centers and related upstream and downstream industries and expand industrial investment. Optimistic about the demand for IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields driven by the Eastern Digital and Western Computing Project. As the core base of the Eastern Digital Western Computing Project, the communication sector is expected to benefit mainly:
1) Operators: Operators have prominent advantages in cloud-network integration and cloud-edge integration.Operators already have a large-scale computing power layout in the central and western regions, and the public cloud and edge cloud are also growing rapidly. It is expected to continue to improve operating efficiency. It is recommended to pay attention toChina Mobile、China Telecom、China Unicom；
2) Temperature control equipment: Green energy-saving development of data centers + stricter PUE control is expected to continue to drive the demand for temperature control equipment, and it is recommended to pay attentionInvic、Jialitu；
3) ICT equipment & optical modules: ICT equipment and optical modules are the basis of computing power networks. Data center cluster construction + increasing computing power demand is expected to promote the expansion and upgrade of servers, switches, routers, and optical modules. It is recommended to pay attention toZiguang shares、ZTE、Zhongji InnoLight、Eosin、Tentan communication；
4) Optical communication: The explosion of data traffic is expected to accelerate the promotion of optical fiber communication to the all-optical network. It is optimistic that the centralized procurement of optical fibers and cables by operators will increase in volume and price to promote high-quality growth in the industry. It is recommended to pay attentionZhongtian Technology、Hengtong Optoelectronics、YOFC；
5) IDC: Under the policy environment where the east counts and the west counts, the energy consumption indicators of the first-tier cities are becoming stricter. The IDC leader with a strong foundation and in-depth cooperation with Internet and cloud manufacturers in the first-tier cities and surrounding areas has continuously highlighted its advantages, and it is recommended to pay attention to it.Baosight Software、halo new net、Aofei data、Kehua data。
(Article Source:securitiesTimes Network)