The construction of the national hub node of Eastern digital computing and Western computing and national integrated computing power was launched
[Securities Times] according to the news of the national development and Reform Commission on February 16, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration agreed to start the construction of a national hub node of the national integrated computing network in Beijing, Tianjin and Hebei, the Yangtze River Delta, Chengdu and Chongqing and the Great Bay area of Guangdong, Hong Kong, Macao and Macao. Focusing on the construction of data center clusters, we should pay close attention to optimizing the layout of computing power, balance the deployment of computing resources between cities and surrounding cities, and accelerate the "counting from the east to the west".
Comments: "counting from the east to the west" is a major national strategic deployment, which is of great significance to promote the green and high-quality development of data centers and support the digital transformation and upgrading of various industries. The implementation of the "East digital West computing" project can support large-scale computing power scheduling and build a new computing power network pattern guided by data flow. With the promotion of policies, relevant enterprises involved in "East digital West computing" are expected to usher in development opportunities.
Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996): the company shares in Dongshu Xisuan (Guizhou) Industry Co., Ltd. and is committed to the docking of computing resources between Guizhou and big data center clusters in Guangdong, Hong Kong, Macao, the Yangtze River Delta, Beijing, Tianjin and Hebei.
Beijing E-Hualu Information Technology Co.Ltd(300212) (300212): the company has built a data lake at the national hub nodes of the national computing network, such as Beijing, Tianjin, Hebei, Yangtze River Delta, Chengdu, Chongqing, Guizhou and Ningxia. The construction of the national hub nodes will further enlarge the value of the data lake.
