Event:
Recently, the national development and Reform Commission and other four departments jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin, Hebei, Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu, 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. It is recalled that on May 24, 2021, the four departments jointly issued the implementation plan of computing hub of collaborative innovation system of national integrated big data center.
Comments:
Set up project subsidies to stimulate 100 billion investment
The demand for computing power in the whole society is still very urgent. It is expected that the scale of China’s data center has reached 5 million standard racks every year. According to the investment of 100000-150000 yuan per standard rack, the total investment scale is about 500-750 billion yuan. “Counting from the east to the west” involves central enterprises such as 4 cities, 8 provinces, 2 districts and three major telecom operators, assuming a scale of about 5.
Support technological innovation and welcome investment opportunities in the industrial chain
We believe that the “East digital West computing” project will focus on supporting innovative contents such as green data center (green energy conservation, renewable energy and energy storage), efficient scheduling of computing power (Cloud Computing), and controllable innovation of computing power (domestic basic software and hardware, cloud platform, big data analysis). The project of “counting from the east to the west” will drive the demand opportunities of data center operation and civil engineering, it equipment manufacturing, information and communication, basic software and green energy supply in the industrial chain.
Focus on
IDC operators and telecom operators: Guangdong Aofei Data Technology Co.Ltd(300738) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Lonyer Fuels Co.Ltd(603003) , Szzt Electronics Co.Ltd(002197) , Capitalonline Date Service Co.Ltd(300846) , Beijing Topnew Info&Tech Co.Ltd(300895) , China Mobile, China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) etc.
IDC integration and operation and maintenance: Shenzhen Sed Industry Co.Ltd(000032) , Runjian Co.Ltd(002929) , Shanghaichengdiconstructioncorporationltd(603887) , Shanghai New Centurion Network Information Technology Co.Ltd(605398) etc. Green energy saving technology: Kehua Data Co.Ltd(002335) , Hangzhou Zhongheng Electric Co.Ltd(002364) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Yimikang Tech.Group.Co.Ltd(300249) , Black Peony (Group) Co.Ltd(600510) etc. Domestic basic software and hardware: Unisplendour Corporation Limited(000938) , Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) , Digital China Group Co.Ltd(000034) , China National Software And Service Company Limited(600536) , Archermind Technology (Nanjing) Co.Ltd(300598) , Beijing Tongtech Co.Ltd(300379) , etc.
Optical modules: Zhongji Innolight Co.Ltd(300308) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Advanced Fiber Resources (Zhuhai) Ltd(300620) , Broadex Technologies Co.Ltd(300548) , Huagong Tech Company Limited(000988) , Accelink Technologies Co.Ltd(002281) , Eoptolink Technology Inc.Ltd(300502) , Cig Shanghai Co.Ltd(603083) , Dongguan Mentech Optical & Magnetic Co.Ltd(002902) etc.
Risk tips
Systemic risk; The promotion of the industry was less than expected.
