Event:
Recently, the national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing 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.
Comments:
The demand for computing power continues to grow, and "counting from the east to the west" undertakes the demand for computing power in the East. At present, 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. At present, most of China's data centers are located in the eastern region. Due to land, energy consumption and other problems, it is difficult to develop large-scale data centers in the eastern region. By "counting from the east to the west", we will guide the computing power demand of the east to the west, and build a new computing power network system integrating data center, cloud computing and big data in the resource rich western region, which will help to optimize the construction layout of China's data center and promote the collaborative linkage between the East and the West.
The eastern and western parts undertake to process different data types to improve the efficiency of data processing. According to the plan, the construction of National Computing hub nodes will be started in 8 places, including Beijing, Tianjin and Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia. The eastern hub mainly deals with businesses with high network requirements, such as industrial Internet, financial securities, disaster early warning, telemedicine, video call and artificial intelligence reasoning, The western data center mainly deals with businesses with low network requirements, such as background processing, offline analysis, storage and backup. At the same time, the document plans 10 clusters of national data centers. Each cluster is a physically continuous administrative area, specifically carrying the construction of large and super large data centers in the computing capacity hub.
The data center industry chain is expected to benefit fully. The industrial chain of data center is long, including IT equipment such as servers and switches, supporting equipment such as heat dissipation and racks, data center construction, operation and maintenance, etc. The promotion of "counting from the east to the west" is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies of the industrial chain.
Investment suggestion: the promotion of "counting East and counting West" is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies in the industrial chain, such as Inspur Electronic Information Industry Co.Ltd(000977) (000977), Dawning Information Industry Co.Ltd(603019) (603019), China Greatwall Technology Group Co.Ltd(000066) (000066), Unisplendour Corporation Limited(000938) (000938), Shanghai Baosight Software Co.Ltd(600845) (600845), Shanghai Athub Co.Ltd(603881) (603881).
Risk warning: policy promotion is not as expected; The development of digital economy is less than expected; Intensified industry competition, etc.
