[morning review]
In the morning, the two markets were the first to rise or fall. As of the afternoon closing, the Shanghai Composite Index rose 0.01% to 3468.56 points; The Shenzhen Component Index fell 0.36% to 13374.10 points; The gem index fell 0.98% to 2812.01. On the disk, the coal industry, Internet services, steel industry, cement building materials, engineering construction and other industries were active, with the largest decline in the battery, jewelry, fertilizer industry, precious metals, photovoltaic equipment and other sectors. In terms of concept, the eastern digital Western computing, state-owned assets cloud concept, covid-19 medicine, data center, Huawei Euler and other sectors are strong, while the PCDF concept, salt lake lithium extraction, NFT concept, helium concept, power battery recovery and other concept sectors are weak. In terms of energy, as of the closing of the afternoon market, the two markets had a total turnover of 493.3 billion yuan.
[afternoon opportunity]
Recently, the national development and Reform Commission, the central network and 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, 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. The “counting from the east to the west” project has arranged eight computing power hubs across the country to guide large and super large data centers to gather in the hubs and form data center clusters. At the same time, in order to resolutely avoid the blind development of data centers, in the current initial stage, 10 data center clusters are planned and established in 8 computing hubs, the physical boundary is delimited, and the development goals of green energy conservation and shelf availability are defined. Through multi index constraints, promote high standards and strict requirements of clusters and minimize the start. The western data center deals with businesses with low network requirements such as background processing, offline analysis, storage and backup, and the eastern hub deals with businesses with high network requirements such as industrial Internet, financial securities, disaster early warning, telemedicine, video call, artificial intelligence reasoning and so on.
The implementation of the “counting from the east to the west” project to promote the rational layout of the data center, optimize supply and demand, green intensification and interconnection will help improve the overall computing power level of the country, promote green development and absorb green energy in the West nearby. At the same time, through the construction of computing power hub and data center cluster, it will effectively drive the upstream and downstream investment of the industry. In addition, the responsible comrades of the high technology department of the national development and Reform Commission introduced that “counting from the east to the west” will drive the effective transfer of relevant industries, extend the development space in the East, promote the western development and form a new pattern.
