Recently, the national development and Reform Commission and other ministries and commissions informed that they agreed 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 project of “counting from the east to the west” has been officially launched.
Authoritative sources pointed out that the data center of the “counting from the east to the west” project 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. It is expected to drive the investment of 400 billion yuan per year after the launch.
“counting from the east to the west” will drive the industrial chain, balance regional development and reduce energy consumption
In addition, through the layout of computing power facilities from east to west, the project 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.
Luo Lu, chief analyst of the communication industry, believes that the construction of computing hub and data center cluster is expected to drive investment in the upstream and downstream of the industrial chain, promote balanced regional development and increase employment. In addition to improving the overall computing power level of the country, it also has the economic and political significance of promoting green development, expanding effective investment and promoting coordinated regional development.
In addition, as a high energy consuming industry, China’s data center power consumption has accounted for 4% of the total social power consumption. Reducing energy consumption and improving the utilization rate of green power are important links of the new energy strategy. This document puts forward higher requirements for the energy consumption and average utilization of the data center. Recently, the national requirements for the construction of hub node data centers are that the shelf rate is not less than 65% and the power use efficiency (PUE) is not higher than 1.2 or 1.25, which is conducive to improving the resource utilization level of the industry.
The Guotai Junan Securities Co.Ltd(601211) communication team pointed out that the data center has a long industrial chain, large investment scale and strong driving effect. In the future, it will boost many industries such as it equipment manufacturing, green energy supply, information communication and basic software.
the policy is more practical and practical
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.
In addition, 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.
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 demonstration lines of “counting from the east to the west”. Optimize the communication network structure, improve the network node level of the national data center cluster, and improve the network transmission quality.
In addition, we should strengthen the linkage of energy layout. Strengthen the integrated design of data center and power network, and promote renewable energy power generation enterprises to supply power to the data center. Support data center clusters and supporting renewable energy power stations. For the data center projects that have achieved outstanding results in the implementation of “counting from the east to the west”, priority shall be given to the support of energy consumption indicators.
In terms of supporting technological innovation and integration, encourage technological innovation and mode innovation such as data center energy conservation and carbon reduction, renewable energy power supply, heterogeneous computing power integration, cloud network integration, multi cloud scheduling and data security circulation, and strengthen R & D support and large-scale application of key technology products.
The national development and Reform Commission will also support the improvement of the industrial ecosystem of the data center, and strengthen the agglomeration and landing of the upstream equipment manufacturing industry and downstream data element circulation of the data center, data innovative applications and new consumer industries. Support the Western computing hub to develop labor-intensive industries such as data processing, data cleaning and data content services around the data center.
Luo Lu believes that “counting from the east to the west” is not the first time to put forward, but this time it puts forward more detailed provisions on the energy consumption index, shelf availability and network service quality of the data center, allows moderate concentration, promotes the integration of intensive data center and technological innovation, avoids unilateral control of energy consumption, and reflects the determination of policy implementation.
count East and West! Hundreds of billions of yuan a year! Also leveraging eight times the investment! Many companies have been laid out!
new infrastructure projects are coming! The East digital West computing project was officially launched and the data center industrial chain benefited
Research on Citic Securities Company Limited(600030) : “counting East and counting West” is fully launched. It is suggested to pay attention to IDC industrial chain
