Event: 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 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, It marks the official and comprehensive start of the project of "counting from the east to the west".
Comments:
Meet the demand of high computing power and support the development of digital economy. At present, most of China's data centers are located in the eastern region, which is short of land, energy and other resources, while the western region is rich in renewable energy. By building a new computing network system integrating data center, cloud computing and big data, the computing demand in the eastern region can be guided to the western region in an orderly manner. Up to now, the scale of China's data center has reached 5 million standard racks, and the computing power has reached 130 eflops (1.3 trillion floating-point operations per second). 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. According to the three-year action plan for the development of new data center, by the end of 2023, the average annual growth rate of data center rack scale will be maintained at 20%, and the total computing power will exceed 200eflops. The official and comprehensive launch of the "east to West computing" project will accelerate the construction of computing power, meet the increasing demand for computing power year by year, effectively support the development of digital economy, promote the digital transformation of China's industry, and promote the emergence of new business forms and new models.
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.
Promote the development of upstream and downstream industrial chains. The data center has a long industrial chain, large investment scale and strong driving effect. The participants in the industrial chain include power supply and distribution, heat dissipation and refrigeration, it and network equipment, operators, third-party IDC manufacturers, etc. Through the construction of computing hub and data center cluster, it will effectively drive the upstream and downstream investment of the industry. At the same time, in the process of accelerating the development of digital economy, the new technologies, Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , new business forms and new models will also bring new business opportunities to all parties in the industrial chain.
Investment suggestion: with the planning and construction of the data center cluster, the demand for servers is strongly supported. The average shelf rate of the data center in the planned cluster should reach at least 65%, and the server manufacturers are expected to benefit. In addition, the large-scale and intensive development of the national data center is beneficial to IDC manufacturers that meet the requirements of energy consumption indicators and have strong comprehensive competitiveness. It is recommended to pay attention to Inspur Electronic Information Industry Co.Ltd(000977) , Dawning Information Industry Co.Ltd(603019) , Unisplendour Corporation Limited(000938) , China Greatwall Technology Group Co.Ltd(000066) , Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) , etc.
Risk warning: the progress of "counting from the east to the west" project is not as expected; The market demand is lower than expected.
