Event: on February 17, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. 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.
Computing power is an important infrastructure for the development of digital economy, and the demand for computing power in the whole society is expected to maintain a growth rate of more than 20%. According to the press release question released by the official account of the NDRC, "up to now, the size of China's data center has reached 5 million standard rack, with a computing power of 130EFLOPS (ten thousand 300 billion floating point operations per second). 。 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 still very urgent, and it is expected to grow rapidly at a rate of more than 20% every year. ". We believe that during the 14th Five Year Plan period, the construction of computing infrastructure is expected to enter a new round of high business cycle.
The strategic level planning for the development of digital economy of "counting from the east to the west" will help to improve China's overall computing power resource level and optimize resource allocation. The project is expected to give full play to the advantages of China's system and mechanism, integrate the layout from a national perspective, optimize the allocation of resources and improve the efficiency of resource use. Specific significance in many aspects: 1) it is conducive to improving the overall computing power level of the country. Through the layout and construction of the national integrated data center, expand the scale of computing facilities, improve the efficiency of computing power, and realize the large-scale and intensive development of computing power in the country; 2) It is conducive to promoting green development. Increasing the layout of the data center in the West will greatly increase the proportion of green energy use, absorb green energy in the West nearby, and continuously optimize the energy use efficiency of the data center through technological innovation, large for small, low-carbon development and other measures; 3) It is conducive to expanding effective investment. The data center has a long industrial chain, large investment scale and strong driving effect. Through the construction of computing hub and data center cluster, it will effectively drive the upstream and downstream investment of the industry. 4) It is conducive to promoting coordinated regional development. Through the layout of computing facilities from east to west, it will drive the effective transfer of relevant industries, promote the data circulation and value transmission between the East and the west, extend the development space in the East, promote the western development and form a new pattern. In conclusion, we believe that "counting from the east to the west" is a strategic layout to promote the development of digital economy, which is expected to lay a solid foundation for digital economy.
With the continuous development of the industry, domestic servers and related ecological manufacturers have ushered in development opportunities. On February 17, the official website of China Mobile announced the bid winning results of package 8 and package 13 of 2021-2022pc server centralized procurement project, including 28000 servers and 3775 servers, with a bid winning amount of about 2.5 billion yuan, mainly including the bid winning of Wuhan Changjiang computing, Digital China Group Co.Ltd(000034) , Huanghe technology, Baode and other manufacturers; Previously, on January 14, 2021, China Mobile announced the bid winning announcement of bid packages 3, 7, 11 and 12, including ZTE, Zhongke controllable and other companies, with a total bid winning amount of 1.3 billion yuan. We believe that the promotion of information innovation in the financial industry and operator industry is expected to enter a new stage in 2022, the scope, rhythm and intensity of information innovation in the industry are expected to receive continuous attention, and domestic servers and related ecological manufacturers are expected to obtain development opportunities.
Suggested attention: domestic Xinchuang server and x86 ecological leader: Dawning Information Industry Co.Ltd(603019) (603019, buy); Kunpeng ecological related subject: Digital China Group Co.Ltd(000034) (000034, not rated); And China Greatwall Technology Group Co.Ltd(000066) (000066, Unrated), Inspur Electronic Information Industry Co.Ltd(000977) (000977, Unrated).
Risk tips
The implementation progress of relevant policies is less than expected, the iteration speed of new technologies is less than expected, the economy of relevant industries is depressed, investment suggestions and investment targets
