Market review: this week (2022.2.14-2022.2.18), the CSI 300 index rose 1.08% and the computer index rose 1.25%.
Zhou’s view: “counting from the east to the west” improves infrastructure and ushers in a good opportunity for the digital economy
(1) the “counting from the east to the west” project has been fully implemented, and the overall layout design of the national integrated big data center system has been completed. According to Xinhua news agency, the national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration recently jointly issued documents and agreed to be in Beijing Tianjin Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong and Macao, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu Ningxia launched the construction of the National Computing hub node, and planned 10 national data center clusters such as Zhangjiakou cluster. The overall layout design of the national integrated big data center system was completed, and the project of “counting from the east to the west” was officially launched.
(2) the purpose of the project is to improve the level of national computing power and the efficiency of resource use. Most of China’s data centers are located in the eastern region. Due to the increasing shortage of land, energy and other resources, and the abundant resources in Western China, the project is conducive to improving the overall level of national computing power and optimizing the allocation of resources, Improve resource efficiency. The eastern hub mainly helps businesses with high network requirements such as industrial Internet, financial securities, disaster early warning, telemedicine, video call and artificial intelligence reasoning, while the western data center handles businesses with low network requirements such as background processing, offline analysis, storage and backup.
(3) the project of “counting from the east to the west” is conducive to improving China’s digital economy infrastructure and promoting the prosperity of digital industry. As the core productivity of digital economy, computing power has become a new focus of global strategic competition. Up to now, the scale of China’s data center has reached 5 million standard racks and the computing power has reached 130eflops. With the comprehensive and continuous penetration of digital technology into all fields of economy and society, 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. The implementation of the project will accelerate the construction of computing power, effectively stimulate the innovation vitality of data elements, and accelerate the process of digital industrialization and industrial digitization. Focus on recommending digital economy infrastructure manufacturers Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) , Shanghai Baosight Software Co.Ltd(600845) , and benefit targets include Unisplendour Corporation Limited(000938) .
Investment suggestions:
(1) industry Xinchuang: recommend Dawning Information Industry Co.Ltd(603019) , Beijing Kingsoft Office Software Inc(688111) , China Greatwall Technology Group Co.Ltd(000066) , Beijing Seeyon Internet Software Corp(688369) , Shanghai Weaver Network Co.Ltd(603039) , and benefit targets include Digital China Group Co.Ltd(000034) , Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) .
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , and the beneficiary objects include Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) .
(3) industrial Internet: recommend Beijing United Information Technology Co.Ltd(603613) , Yonyou Network Technology Co.Ltd(600588) , Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Glodon Company Limited(002410) , Beijing Kingsoft Office Software Inc(688111) , Inspur Electronic Information Industry Co.Ltd(000977) , Kingdee International, Digiwin Software Co.Ltd(300378) , Shanghai Baosight Software Co.Ltd(600845) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and benefit targets include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) .
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
