following the power transmission from the west to the East and the South-to-North Water Transfer, China has officially launched another large-scale cross regional allocation of land and resources - counting from the east to the West.
On February 17, the national development and Reform Commission and other departments officially announced that they agreed to start the construction of the national hub node of the national integrated computing network in Beijing, Tianjin and Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong and Macao, Chengdu and Chongqing, and the "counting from the east to the west" project was officially launched. This means that 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.
On February 18, the A-share data center sector lifted the limit tide, and individual stocks such as Capitalonline Date Service Co.Ltd(300846) rose by 20%. Securities Times · e company has learned from various channels that at present, China's Huawei, Zte Corporation(000063) , Tencent, Beijing Highlander Digital Technology Co.Ltd(300065) , Capitalonline Date Service Co.Ltd(300846) , Ucloud Technology Co.Ltd(688158) , Capitalonline Date Service Co.Ltd(300846) , Nova Technology Corporation Limited(300921) , Shenzhen Zqgame Co.Ltd(300052) , Wutong Holding Group Co.Ltd(300292) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) , Guangdong Advertising Group Co.Ltd(002400) , Beijing Advanced Digital Technology Co.Ltd(300541) and other technology giants or listed companies have participated in or arranged the business related to "computing from the east to the west", and some enterprises have made clear their position, In the future, we will seize this historic development opportunity and accelerate the development of data center related businesses.
China's computing power is unbalanced between the East and the West
In "East number and West calculation", the "number" refers to the data, and the "calculation" refers to the computing power, that is, the processing capacity of the data. "Computing from the east to the west" refers to building a new computing power network system integrating data center, cloud computing and big data, orderly guiding the computing power needs of the east to the west, optimizing the construction layout of the data center and promoting the collaborative linkage between the East and the West.
It is understood that, like water and electricity, the supply of computing power in China is also unbalanced. At present, most of China's data centers are distributed 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.
"to this end, 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." The relevant person in charge of the national development and Reform Commission said that the implementation of the project of "counting from the east to the west" is of great significance for promoting the rational layout of data centers, optimizing supply and demand, green intensification and interconnection.
The above-mentioned people said that the implementation of the "counting from the east to the west" project is conducive to improving the overall computing power level of the country. Through the layout and construction of the national integrated data center, expand the scale of computing facilities, improve the efficiency of computing power use, and realize the large-scale and intensive development of computing power in the country. Second, it is conducive to promoting green development and increasing the layout of the data center in the west, which will greatly increase the proportion of green energy use and absorb green energy in the West nearby. At the same time, it will continue to optimize the energy use efficiency of the data center through technological innovation, large for small, low-carbon development and other measures. Third, it is conducive to expanding effective investment. The data center 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. Fourth, it is conducive to promoting regional coordinated development. The layout of computing facilities from east to west 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.
The relevant person in charge of the national development and Reform Commission pointed out that 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.
listed companies have stated that they will seize the opportunity
boosted by the official launch of the "counting from the east to the west" project, A-share data center sector staged a trading tide on February 18. As of the closing, 21 stocks in the concept sector of China stock market news choice data center rose by the limit, of which Yimikang Tech.Group.Co.Ltd(300249) , Beijing Asiacom Information Technology Co.Ltd(301085) , Capitalonline Date Service Co.Ltd(300846) all rose by 20%, while Guangdong Aofei Data Technology Co.Ltd(300738) , Ucloud Technology Co.Ltd(688158) , Leon Technology Co.Ltd(300603) , Nova Technology Corporation Limited(300921) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Beijing Sinnet Technology Co.Ltd(300383) and other stocks rose by more than 10%.
Meanwhile, on the same day, many listed companies will seize this historic opportunity through interactive platform and WeChat official account. Capitalonline Date Service Co.Ltd(300846) mainly engaged in cloud computing services, IDC hosting, it value-added, it outsourcing, communication integration and other information technology services. When replying to investors' questions on the interactive platform, the company said that the company has nodes and 51 availability areas in 23 cities around the world to help enterprises expand their global business; As an important base of digital economy, IDC and cloud computing business of the company are developing rapidly under the great historical opportunity of the national launch of digital economy and the strategy of "counting from east to west".
Beijing Highlander Digital Technology Co.Ltd(300065) focusing on the two business areas of navigation intelligence and marine informatization, the company said that its Seabed Data Center (UDC) provides a solution to greatly reduce the energy consumption of "thermal data". At present, the pue energy consumption value of the tester is only 1.078, which fully meets the requirement that the pue specified in the national strategy of "computing from east to west" shall not be higher than 1.25, The company's current Hainan demonstration project has started construction in Offshore Oil Engineering Co.Ltd(600583) . Next, it will actively seize the historical opportunity to accelerate and implement the submarine data center project in Dawan District, Yangtze River Delta, Beijing Tianjin Hebei and other regions, so as to contribute to the national strategic project of "counting from the east to the west".
Ucloud Technology Co.Ltd(688158) said that it will rely on two self built cloud computing centers to create a number of typical demonstration scenes and applications of "computing from the east to the west" to meet the needs of high-quality digital development of enterprises. Its Shanghai Qingpu cloud computing center and Ulanchab cloud computing center are located in the Yangtze River Delta and Inner Mongolia nodes of the national hub node of the national integrated computing network respectively. Among them, Shanghai Qingpu cloud computing center is the first large-scale data center built by the company in first tier cities, with an overall construction area of about 55400 square meters. It is expected to be put into operation in 2022. Wulanchabu cloud computing center is located in Jining big data Industrial Park, the national hub node of computing power network in Inner Mongolia Autonomous Region.
Nova Technology Corporation Limited(300921) said that as a provider of digital infrastructure - information transmission network services, the private network services provided by the company, including virtual private network services and enterprise Internet access services, are important links in data transmission. The company has set up more than 60 business nodes in 36 cities across the country to help enterprises build professional "information superhighway". The vigorous promotion of the strategy of "counting from the east to the west" will have a positive impact on the company.
Wutong Holding Group Co.Ltd(300292) said that its subsidiary Wutong photoelectric Zhilian Technology (Wuhan) Co., Ltd. mainly produces optical interconnection products for data center scenes, including 10g to 100g multimode optical modules and active optical cables (AOC). At present, it has achieved certain sales, but it accounts for a small proportion of the company's overall operating revenue.
in addition, Shenzhen Zqgame Co.Ltd(300052) said that its company Proton Internet mainly operates Shenzhen Guanlan cloud data center and Leshan future city cloud data center; Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) revealed that the company's cloud data center phase I project has been put into operation and is ready to invest in the construction of phase II project; Guangdong Advertising Group Co.Ltd(002400) said that the company's data center business aims to provide customers with marketing cloud services; Beijing Advanced Digital Technology Co.Ltd(300541) said that the company is not directly engaged in data center operation business. The company provides data center IT infrastructure construction and operation and maintenance services for large and medium-sized financial and Internet enterprises.
technology giants such as Huawei, Tencent and ZTE have taken the lead in laying out
Huawei, Tencent and other technology giants have already invested heavily in the project of "counting East and counting West".
Huawei told the reporter of the securities times · e company that the East digital West computing project will enable the data center and its related applications, networks, enterprises, talents, funds and technologies to gather in an orderly manner to the major hub nodes. With the full completion of the eight hub nodes and the upgrading of the quality of interconnection with the national network, it is bound to reconstruct the skeleton and meridian of China's new infrastructure computing network, It plays a vital role in the orderly, green, intensive and efficient development of China's new infrastructure computing network.
"Huawei cloud actively participates in the East digital West computing project and is an important participant and practitioner of the East digital West computing project. Since 2017, Huawei cloud has been gradually increasing the layout of data centers in western hub nodes, with an annual investment of about billions." Huawei sources said that Huawei proposed the layout of cloud data centers in Southern Guizhou and Northern Ukraine in 2017. It plans to build super large data center bases in Gui'an new area and Ulanqab big data Industrial Park, with more than 1 million servers in the long term. At present, they have been put into operation. In the future, 60% - 80% of the data centers will be located in the West and actively practice counting from the east to the West.
As an enterprise, how will the enterprise benefit from the project of "counting East and counting West"? Huawei believes that the "counting from the east to the west" project is conducive to Huawei cloud serving customers nearby, avoiding repeated construction, saving costs and improving service quality. At the same time, it can help the company use renewable energy nearby, improve the utilization rate of renewable energy and help the enterprise achieve the dual carbon goal.
It is also understood that on May 29, 2018, Tencent Gui'an seven star data center officially opened phase I trial operation. In June 2018, phase I of Tencent Western cloud computing data center (located in Chongqing) was put into use, which can accommodate 100000 servers. It is Tencent's fourth self built large-scale data center cluster after Tianjin, Shanghai and Shenzhen Shantou cooperation zone. It has become Tencent's important data center and network center in Southwest China. In April 2020, the phase II project of Tencent Western cloud computing data center officially started construction, covering an area of 107 Mu and a construction area of 74000 square meters. It is planned to build the first tbase Park of Tencent in Southwest China. After the overall completion, it will have the computing and storage capacity of 200000 servers and become the largest single data center in Western China.
"Tencent actively cooperates with the national" East digital West computing project strategy, optimizes the layout of the existing data center, improves the cross regional computing power scheduling level, and carries out the intensive, large-scale and green development of the data center, so as to better empower the digital development. The person in charge of Tencent related projects told the securities times.
In addition, the reporter also learned from Zte Corporation(000063) that Zte Corporation(000063) also has business related to the layout of "counting from the east to the west" project. Zte Corporation(000063) the 2021 semi annual report shows that one of the company's businesses is to focus on the needs of government and enterprise customers and provide various information solutions for the government and enterprises based on products such as "communication network, Internet of things, big data and cloud computing".
which sectors will benefit?
How will investors grasp the investment opportunity of the implementation of the project of "counting from the east to the west"?
The high technology department of the national development and Reform Commission said that the data center industrial chain includes not only traditional civil engineering, but also it equipment manufacturing, information and communication, basic software and green energy supply. It has a long industrial chain, wide coverage and large driving effect.
In response to a reporter's question, the national development and Reform Commission said that up to now, the scale of China's data center has reached 5 million standard racks, and the computing power has reached 130 eflops (130 billion floating-point operations per second), while the demand for computing power of the whole society is expected to grow rapidly at a rate of more than 20% every year.
It is worth noting that some media learned from authoritative sources that the construction of computing hub and data center cluster will effectively drive the upstream and downstream investment of the industry, and it is expected to boost the investment of 400 billion yuan per year after the launch.
Capital securities issued a research report on the morning of February 18, pointing out that the East digital West computing project is the scope of new infrastructure, which needs to build a new data center. The data center needs a lot of high-performance computing chips. The demand for hardware facilities such as related high-performance computing chips, communication chips and interface chips is expected to continue to increase, which will usher in favorable conditions.
"We believe that 'counting from the east to the West' is a strategic layout to promote the development of the digital economy, which is expected to lay a solid foundation for the digital economy." Orient Securities Company Limited(600958) said that during the 14th Five Year Plan period, the construction of computing infrastructure is expected to enter a new round of high business cycle, and domestic servers and related ecological manufacturers usher in development opportunities.
Guosheng Securities believes that the full launch of the "East West calculation" project, superimposing the development direction determined by the digital economy, will be a deterministic opportunity for the whole field of data communication. The continuous and rapid growth of computing power and traffic is an inevitable trend, and the continuous construction and expansion of supporting infrastructure is a rigid demand, with high certainty in the next 3-5 years. At present, the development trend of global science and technology points to the deterministic opportunities of computing power and traffic. The development of computing power, traffic and even applications will also drive the construction of mobile networks, and 5g and related industrial chains will continue to benefit as the core.
Huang Yayuan, chief analyst of Citic Securities Company Limited(600030) communication, said that as a representative of the new infrastructure, the data center has a long industrial chain, wide coverage and strong driving effect, and is expected to fully benefit from the promotion of the project of "counting from the east to the west". We are optimistic about the demand drive of the "East digital West computing" project for IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields.
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
