On February 17, the “digital computing from the east to the west” was fully launched. Superimposing the development direction determined by the digital economy, it will drive the continuous growth of computing power and flow, which is conducive to the release of the demand of the industrial chain on the digital communication side. The continuous construction and expansion of supporting infrastructure is a rigid demand, which has good certainty in the next 3-5 years. Combined with the current global development trend of science and technology, science and technology giants at home and abroad have increased investment and layout in the future, pointing to the development opportunities of computing power and traffic. We believe that the flow side investment is mainly concentrated in IDC, precision temperature control, equipment manufacturers, optical modules and telecom operators. It is suggested that investors should actively pay attention to high-quality leading companies in relevant fields in combination with the follow-up policy promotion and the construction of computing hub.
Core recommendations:
\u3000\u30001. High quality leading companies on the flow bearing side: Eoptolink Technology Inc.Ltd(300502) 300502, Suzhou Tfc Optical Communication Co.Ltd(300394) 300394
\u3000\u30002. High quality companies with steady growth performance: Meig Smart Technology Co.Ltd(002881) 002881, Fibocom Wireless Inc(300638) 300638, Yealink Network Technology Co.Ltd(300628) 300628
The project of “counting from the east to the west” was fully launched. On February 17, 2022, according to the official website of the national development and Reform Commission, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration recently jointly issued a document 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, Zhangjiakou cluster and other 10 national data center clusters are planned. 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.
Theme of East digital West Computing: 1) IDC: Guangdong Aofei Data Technology Co.Ltd(300738) , universal data, Shanghai Baosight Software Co.Ltd(600845) , Beijing Highlander Digital Technology Co.Ltd(300065) , Shanghai Athub Co.Ltd(603881) , Century Internet, Capitalonline Date Service Co.Ltd(300846) , Kehua Data Co.Ltd(002335) , Shanghai Lonyer Fuels Co.Ltd(603003) , Shanghaichengdiconstructioncorporationltd(603887) , Beijing Sinnet Technology Co.Ltd(300383) ; 2) Precision temperature control: Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Black Peony (Group) Co.Ltd(600510) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) ; 3) Equipment manufacturer: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Inspur Electronic Information Industry Co.Ltd(000977) ; 4) Optical modules: Eoptolink Technology Inc.Ltd(300502) , Zhongji Innolight Co.Ltd(300308) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Broadex Technologies Co.Ltd(300548) ; 5) Telecom operators: China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) .
State Council: make full use of 5g and other technologies to improve the ability of disaster and accident monitoring and perception. According to c114, the State Council recently issued the national emergency system plan for the 14th five year plan. The plan pointed out that we should make full use of Internet of things, industrial Internet, remote sensing, video recognition, fifth generation mobile communication (5g) and other technologies to improve the ability of disaster and accident monitoring and perception.
The global market scale of IOT nodes and gateways will exceed US $29.5 billion by 2026. According to c114, according to the Research Report of business research company tbrc on the market of Internet of things nodes and gateways, the market scale of global Internet of things (IOT) nodes and gateways is expected to increase from US $7.54 billion in 2021 to US $10.21 billion in 2022, with a compound annual growth rate (CAGR) of 35.4%. By 2026, the market size will reach US $29.56 billion, with a CAGR of 30.4%.
Risk tip: trade friction intensifies and 5g progress does not meet expectations.
