The project of “counting East and counting West” has been officially launched in an all-round way, driving China’s “digital power”. On February 18, the concept sectors related to A-Shares rose sharply.
Today, a number of securities companies released a special report on “counting from the east to the west”. Institutions generally believe that computing power has become an important infrastructure for the development of the national economy, and the “counting from the east to the west” project is expected to boost the demand for computing power in the central and western regions. “Counting from the east to the west” starts the development trend of superimposed digital economy, and the whole data communication field is expected to form deterministic opportunities.
Just now, the national development and Reform Commission announced that 12 departments including the national development and Reform Commission, the Ministry of industry and information technology and the Ministry of Finance recently issued the notice on printing and Distributing Several Policies to promote the steady growth of industrial economy. According to the requirements of the document, accelerate the construction of major new infrastructure projects, including accelerating the implementation of the special action for the construction of big data center, implementing the “counting from the east to the west” project, and accelerating the construction of 8 national data center hub nodes such as the Yangtze River Delta, Beijing Tianjin Hebei, Guangdong, Hong Kong and Macao Great Bay area.
The reporter further learned from authoritative channels that with the official and comprehensive start of the “counting from the east to the west” project, all localities will quickly follow up and carry out relevant construction. It is reported that at present, a series of actions such as the Yangtze River Delta national hub node construction scheme of the national integrated computing network are “imminent”.
the implementation period of relevant projects of “East data and West calculation” project
“The project of” counting from the east to the west “has been officially launched, which means that projects everywhere can be fully implemented.” A relevant person from the High Tech Department of the national development and Reform Commission said.
According to the website of the national development and Reform Commission, 12 departments including the national development and Reform Commission recently issued the notice on printing and Distributing Several Policies to promote the steady growth of the industrial economy. Among them, the document requires to accelerate the construction of major new infrastructure projects, including accelerating the implementation of the special action for the construction of big data center, implementing the project of “counting from the east to the west”, and accelerating the construction of 8 national data center hub nodes in the Yangtze River Delta, Beijing Tianjin Hebei, Guangdong, Hong Kong and Macao Dawan district.
The national development and Reform Commission said that through the layout of eight computing hubs across the country, large and super large data centers will be guided to gather in the hubs to form a data center cluster. Give play to the effect of scale and intensification, increase policy support, improve the scale and efficiency of the overall computing power, and drive the development of upstream and downstream industries related to the data center.
At the same time, “in order to resolutely avoid the blind development of data centers, at the current initial stage, 10 data center clusters have been planned and established in 8 computing hubs, the physical boundary has been delimited, and the development goals of green energy conservation and shelf availability have been defined.” Relevant persons from the High Tech Department of the national development and Reform Commission pointed out that the next step is to strengthen the connection of network facilities. Speed up the opening of the direct data connection channel between the East and the west, and create a number of East-West computing demonstration lines. Optimize the communication network structure, improve the network node level of the national data center cluster, and improve the network transmission quality.
many places are formulating specific construction plans
The reporter learned from authoritative channels that with the official and comprehensive start of the “counting from the east to the west” project, all localities will quickly follow up and carry out relevant construction. At present, the construction plans of many national hub nodes such as the Yangtze River Delta are being formulated.
According to the data, by the end of 2020, the data centers built and under construction in the Yangtze River Delta can carry about 1.31 million cabinets (equivalent to 2.5kW standard cabinets).
It is reported that all parties in the Yangtze River Delta region will focus on the integrated development strategy of the Yangtze River Delta, give full play to the advantages of data resources, industrial development, basic conditions and application needs in the region, strengthen the top-level planning of national hub nodes in the Yangtze River Delta, optimize the construction layout of data centers, strengthen the overall planning and intelligent scheduling of computing power, reduce the cost of social computing power acquisition, and smooth the communication between government departments Data flow between government and enterprises, prosper the development of big data industry, improve data security and guarantee ability, focus on building a high-performance data center demonstration area, East digital West computing intelligent dispatching pilot area and public data cross domain application leading area, and become the core hub node of the national integrated big data collaborative innovation system.
In addition, Guizhou, Gansu, Ningxia, Inner Mongolia and other places are taking positive action. Earlier, reporters from the Inner Mongolia development and Reform Commission learned that, including Kwai TSE and other companies in Wulanchabu, a data center project investment plan has exceeded 10 billion yuan.
In addition, relevant listed companies have also been in the forefront early. For example, Ucloud Technology Co.Ltd(688158) the company said today that it has set up the National Computing hub node of “computing from the east to the west”, including ucloud Ucloud Technology Co.Ltd(688158) Shanghai Qingpu cloud computing center and Ulanchab cloud computing center. The two centers are located in the Yangtze River Delta and Inner Mongolia nodes of the national hub node of the national integrated computing network, and will rely on two self built cloud computing centers in the future, Create a number of typical demonstration scenes and applications of “counting from the east to the west” to meet the needs of high-quality digital discovery of enterprises.
It is understood that Wulanchabu cloud computing center can accommodate 6000 8.8kw cabinets in total. Phase I has been put into operation, T3 + level, with a construction area of 23000 square meters and about 2500 cabinets; The overall construction area of Shanghai Qingpu cloud computing center is about 55400 square meters. The first phase can accommodate 3000 cabinets. It is expected to be put into operation in 2022.
hot discussion on new infrastructure investment
IDC industry is concerned
Securities companies generally believe that computing power has become an important infrastructure for national economic development, and the “counting from the east to the west” project is expected to drive the overall improvement of computing power demand in the central and western regions. “Counting from the east to the west” starts the development trend of superimposed digital economy, and the whole data communication field is expected to form deterministic opportunities.
For example, the communication team of Guosheng Securities said that with the continuous development of the digital economy, 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.
Sinolink Securities Co.Ltd(600109) believes that this document puts forward more detailed provisions on data center energy consumption indicators, shelf availability and network service quality, and relevant policies have laid the main tone to encourage the healthy development of IDC (Internet Data Center) industry.
In addition, according to the analysis, the manufacturers engaged in IDC construction and operation in China, including China United Network Communications Limited(600050) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Kehua Data Co.Ltd(002335) , Qinhuai data company, etc., will benefit from the construction of the “East digital West computing” project.
