After hours today (February 17), the national development and Reform Commission and other departments jointly issued documents, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 clusters of national data centers. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
“Number” refers to data, and “calculation” refers to computing power. In short, counting from the east to the West refers to transmitting the data from the east to the West for calculation and processing. It belongs to the same series of projects as the South-to-North Water Transfer Project, West to East power transmission project and West to east gas transmission project, which are all resource allocation across the country.
However, the economic driving effect of the project will greatly exceed those “predecessors”. authoritative institutions and experts estimate that the annual investment volume of the “counting East and counting West” project will reach hundreds of billions of yuan, and the industrial pull effect will reach eight times.
why should the East count to the west?
In the digital age, computing power has become an important infrastructure for national economic development, but the current computing power gap is quite large. According to the white paper on the development of advanced computing industry released by CCID think tank, a subsidiary of the Ministry of industry and information technology, the global demand for computing power for AI testing will double every 3.5 months, far exceeding the current growth rate of computing power. With the comprehensive and continuous penetration of digital technology into all economic and social fields, the demand for computing power in the whole society is expected to grow rapidly at a rate of more than 20% every year.
At the same time, the acquisition of computing power has the characteristics of high investment, high risk, strong externality and high monopoly, which determines that the international competition of computing power is dominated by the participation of large countries and large enterprises.
As for China, data centers are mostly distributed in the eastern region. Due to the increasing shortage of land, energy and other resources, it is difficult to sustain the large-scale development of data centers in the eastern region. Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East.
In response to a reporter’s question on the implementation of the “East West calculation” project, the person in charge of the high technology department of the national development and Reform Commission said that the implementation of the “East West calculation” project is conducive to improving the overall computing power level of the country and promoting green development.
these industrial chains benefit from these related companies
The data center has a long industrial chain, large investment scale and strong driving effect. “the industrial chain of data center includes not only traditional civil engineering, but also it equipment manufacturing, information and communication, basic software, green energy supply, etc. the industrial chain is long, covers a wide range of categories and has a great driving effect. by coordinating and optimizing the layout and promoting the accurate development of data center, it will effectively drive the upstream and downstream investment of the industry.” The relevant person in charge of the Gaoxin Department of the national development and Reform Commission said.
The national industrial alliance of “counting from the east to the west” has been established in Lanzhou, Gansu Province. Its members include the provincial development and Reform Commission, the National Information Center, Shanghai Minhang District government and other government agencies, as well as Huawei, Tencent, Didi, mobile and other enterprises and universities. Alibaba, Baidu, Kwai Fu and other industries cloud computing data center of head enterprises have also been built in western city of Wulanchabu and Guizhou.
Li Hongtao, a securities analyst, previously said that the positioning of the eastern region focuses on the digital economy, the positioning of the western region focuses on new infrastructure, and the investment logic of the eastern and western regions is different:
The first tier cities in tiktok Kwai are scarce in the land and energy consumption, and the large customers who can bring GDP and employment growth to the local government are more likely to get scarce resources from the government. Therefore, companies that provide services to bat, jitter, and fast hands will be able to achieve sustainable development and survival. IDC should be chosen to invest in the wholesale company. It is suggested to pay attention to: Shanghai Baosight Software Co.Ltd(600845) , Shanghai Athub Co.Ltd(603881) (cooperation with Alibaba), Kehua Hengsheng (cooperation with Tencent), etc.
The western region has sufficient land and energy consumption. The shelf rate of cabinet is the key, and the test is the marketing ability and infrastructure ability. operators have a huge marketing team and network, and will have good development opportunities. The idle Mongolian (Inner Mongolia) GUI (Guizhou) IDC center will greatly improve the rental rate. it is suggested to pay attention to China Mobile (vigorously develop IDC construction), China Telecom Corporation Limited(601728) (cabinet first in China), Capitalonline Date Service Co.Ltd(300846) (IDC Marketing).
In addition, East digital West computing strategy will bring large-scale growth in the number of IDC, switches and servers, and bring huge and sustained incremental demand for cloud server manufacturers , Inspur Electronic Information Industry Co.Ltd(000977) , Unisplendour Corporation Limited(000938) (cloud servers provided by subsidiary Xinhua 3), Zte Corporation(000063) is expected to benefit; High speed optical module companies using data throughput will also benefit in proportion, Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) .
Further, servers will be further high-power, which will stimulate the huge demand space for air conditioning, and companies with excellent air conditioning technology and advanced refrigeration mode will gain the advantage of sustainable growth. Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) (the operator IDC air conditioner faucet is bound to China Mobile), Shenzhen Envicool Technology Co.Ltd(002837) (the Internet IDC air conditioner faucet has deep technical reserves).
