The overall layout design of the national integrated big data center system has been completed, and the organization pays close attention to the trend of concept stocks in the data center.
In the morning trading on February 18, the A-share market was mixed, and the main stock indexes were stable. The Shanghai index rose slightly by 0.02%, the Shenzhen Component Index fell 0.36% and the gem index fell 0.98%. On the disk, the concept of coal and data center led the two cities. The lithium battery, energy storage and carbon neutralization sectors rose yesterday and retreated slightly today.
data center sector collective rush up
This morning, the data center sector rose collectively, Capitalonline Date Service Co.Ltd(300846) 20% limit, Guangdong Aofei Data Technology Co.Ltd(300738) closed up 12.91%, and Inesa Intelligent Tech Inc(600602) , Shanghai Athub Co.Ltd(603881) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Insigma Technology Co.Ltd(600797) 10% limit, and the sector index rose 4.28%.
In terms of news, recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued documents, agreeing to start the construction of National Computing hub nodes in 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 such as Zhangjiakou cluster. So far, the overall layout design of the national integrated big data center system has been completed.
The implementation of the project of “counting from the east to the west” will help promote the moderate agglomeration and intensive development of national data centers. Through the layout of 8 computing hubs across the country, guide large and super large data centers to gather in the hub 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. Between computing hubs, open up high-speed data transmission networks, strengthen cloud network integration and multi cloud collaboration, promote efficient complementarity and collaborative linkage of computing power between the East and the west, and accelerate the rational layout, optimization of supply and demand, green intensification and interconnection of national data centers.
China is actively deploying cloud computing services, and cloud infrastructure, including data centers, will grow at a high speed. According to statistics, in the first quarter of 2021, China’s cloud infrastructure service market expenditure soared by 55%, reaching US $6 billion. Among them, China’s four largest cloud service providers are Ali cloud, HUAWEI cloud, Tencent cloud and Baidu intelligent cloud, and four enterprises account for more than 80% of the total expenditure.
Sinolink Securities Co.Ltd(600109) believes that the data center has a long industrial chain and large investment scale. Through the construction of computing hub and data center cluster, it is expected to drive the upstream and downstream investment of the industrial chain, promote the balanced development of regions, increase employment, and support the Western computing hub to develop labor-intensive industries such as data processing, data cleaning and data content services around the data center.
institutions pay close attention to the trend of data center concept stocks
According to the statistics of securities times · databao, there are 38 concept stocks in the A-share market with data centers. In terms of performance, 21 concept stocks have announced the performance forecast of 2021, and 11 stocks are pre increased. The net profit of Wanma Technology Co.Ltd(300698) , Szzt Electronics Co.Ltd(002197) , Shanghai Cooltech Power Co.Ltd(300153) is expected to increase by more than 100% year-on-year.
According to the performance forecast of Szzt Electronics Co.Ltd(002197) , the company is expected to realize a net profit attributable to the parent company of 36.3334 million yuan – 45.4168 million yuan in 2021, with a year-on-year increase of 100% – 150%. In 2021, the company’s data center and cloud computing business grew steadily, and the benefits of IDC orders accelerated, driving the improvement of the company’s overall profitability.
From the perspective of institutional attention, 12 data center concept stocks have been rated by more than 5 institutions, and institutions pay close attention to the trend of concept stocks. Sangfor Technologies Inc(300454) , Inspur Electronic Information Industry Co.Ltd(000977) , Beijing Sinnet Technology Co.Ltd(300383) , Zhongji Innolight Co.Ltd(300308) are the most concerned institutions, with 26, 24, 20 and 20 respectively.
Shanghai will further improve the elderly care service system
Today, the official website of the Shanghai Municipal People’s government announced the issuance of the implementation plan of Shanghai Municipality for promoting the high-quality development of elderly care services.
According to the plan, by 2025, the number of elderly care beds in the city will increase from 159000 to 178000, of which the number of nursing beds will not be less than 60%; Community elderly care service facilities in all districts shall not be less than 40 square meters per 1000 permanent residents, and conditional districts shall strive to reach 50 square meters per 1000 permanent residents. Support qualified pension institutions to raise funds through listing and bond market. Support insurance institutions to develop liability insurance and operation insurance related to elderly care.
China’s aging trend is becoming more and more obvious. In 2020, the number of people aged 65 and over in China will be 168 million, accounting for 11.97% of the total population. According to the data of China development foundation, in 2025, 2035 and 2050, the proportion of people aged 65 and over will reach 15% / 22.3% / 27.9% respectively. Facing the aging population, China’s pension industry has gradually sprung up in recent years, and the market scale of “silver economy” has increased rapidly. According to the report on the development of China’s aging industry, from 2014 to 2050, the consumption scale of China’s elderly population will increase from 4 trillion yuan to about 106 trillion yuan.
In early trading, some pension industry concept stocks rose, Shanghai Yanhua Smartech Group Co.Ltd(002178) rose by the limit, Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Everjoy Health Group Co.Ltd(002162) rose by more than 7%, and others led by Jinghua Pharmaceutical Group Co.Ltd(002349) , Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) .
