"Counting East and counting West" is on fire!
On the 18th, the concept stocks of "counting from the east to the west" of A-Shares rose suddenly, Capitalonline Date Service Co.Ltd(300846) (300846. SZ), Insigma Technology Co.Ltd(600797) (600797. SH), Shanghai Athub Co.Ltd(603881) (603881. SH), Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) (000815. SZ), Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) (603912. SH) and other trading limits. Among them, the gem variety Capitalonline Date Service Co.Ltd(300846) opened early today, i.e. a 20% limit, and the limit will not be opened since then.
This has a lot to do with the previous favorable policies.
Recently, the national development and Reform Commission announced that the national development and Reform Commission and other departments jointly issued a notice and agreed 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.
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.
"counting from the east to the west" is the direction of data center construction
The reporter of the daily economic news noted that the responsible comrades of the high technology department of the national development and Reform Commission said on February 17 that at present, a new round of scientific and technological revolution and industrial reform are reshaping the global economic structure. As the core productivity of digital economy, computing power has become a new focus of global strategic competition.
At present, most of China's data centers are located in the eastern region. Due to the increasing shortage of land, energy and other resources, it is difficult to sustain the large-scale development of data centers in the eastern region. Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East. Therefore, we should give full play to the advantages of China's system and mechanism, integrate the layout from a national perspective, optimize the allocation of resources and improve the efficiency of resource use.
Why choose Inner Mongolia, Guizhou and other places to build national computing hub nodes? Previously, Jin Xiandong, spokesman of the national development and Reform Commission, told the reporter of the daily economic news that China has arranged eight national hub nodes of the computing power network to build data center clusters in areas rich in renewable resources and suitable climate, geology and other conditions, so as to realize the green, intensive and efficient development of the data center.
Among them, Guizhou, Inner Mongolia, Gansu and Ningxia should build a national non real-time computing power guarantee base. It aims to continuously improve the service quality and utilization efficiency of computing power, give full play to its resource advantages, consolidate the basic guarantee such as network, and actively undertake the non real-time computing power needs such as background processing, offline analysis, storage and backup all over the country.
What role will the implementation of the project of "counting from the east to the west" play in China's industrial development and regional coordinated development? Zheshang Securities Co.Ltd(601878) chief economist Li Chao analyzed the reporter of the daily economic news, from the perspective of policy orientation, the data centers in the East and West will gradually achieve structural balance, and "counting from the east to the west" is the construction direction of the data center. This means that in terms of digital infrastructure, 5g, data center and other digital infrastructure are expected to develop rapidly, creating basic conditions for broader industrial digital transformation.
At the same time, in the development of digital economy, central and western cities can gradually narrow the development gap with the eastern region by relying on their outstanding natural resource endowment, the transformation and upgrading of traditional industries or the transformation and undertaking of digital economy industries in developed regions. Digital economy is expected to become an important driving force for industrial upgrading and regional coordinated development in central and Western China, Alleviate the imbalance of regional development.
is expected to drive the development of data centers and related upstream and downstream industries
On February 18, the capital market set off an upsurge of "counting from the east to the west". The reporter of "daily economic news" noted that many related stocks rose very well.
In the morning trading of the day, Capitalonline Date Service Co.Ltd(300846) opened with a 20% limit, and the limit will not be opened thereafter. As of the midday close, Capitalonline Date Service Co.Ltd(300846) trading board had 168300 orders, with a corresponding amount of 280 million yuan, highlighting the willingness to rush to raise funds.
On the whole, the data center sector opened higher against the trend in the morning, the sector index rose by nearly 4%, and the half day transaction was close to the whole day transaction on the 17th. Among the top 10 ETFs, 5 are related to the concept of big data.
The market set off a tide of limit trading in relevant sectors, and securities companies also paid high attention to the concept of "counting from the east to the west".
According to the analysis of the research report released by Guolian Securities Co.Ltd(601456) , 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. Up to now, the scale of China's data center has reached 5 million standard racks. According to the investment of 100000-150000 yuan per standard rack, the total investment scale is about 500 billion-750 billion yuan.
Citic Securities Company Limited(600030) pointed out that is expected to drive the development of data centers and related upstream and downstream industries and expand industrial investment by arranging 8 computing hubs and forming data center clusters across the country. we are optimistic about the demand driven by the "East digital West computing" project for IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields. As the core base of the "East digital West computing" project, the communication sector is expected to benefit mainly.
