The national development and Reform Commission and other departments jointly issued documents and agreed to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, 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.
Huatai Securities Co.Ltd(601688) believes that the full start of digital computing from the east to the West means that digital infrastructure ushers in a triple logical resonance of long-term (Technology) + medium-term (prosperity) + short-term (Policy). In the short term, the top-level policies of the three modules of digital infrastructure – Data Center (IDC), communication base station and industrial Internet platform have been fully launched.
According to the theme database of financial Associated Press, among the relevant listed companies:
Shanghai Baosight Software Co.Ltd(600845) IDC service leader. IDC service provider of Shanghai and even the country’s leading non telecom operator system; To reach strategic cooperation with Alibaba cloud, the two sides will explore the use of advanced and mature technical architectures and products in the field of cloud computing and big data.
The main products of Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) company are precision air-conditioning equipment and integrated products of computer room environment, which aims to solve the problem of high energy consumption in old data centers and the operation and maintenance services of data centers. The revenue in the field of data center computer room environmental control accounts for more than 90% of the company’s revenue.
