Event:
The national development and Reform Commission and other ministries and commissions agreed 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, planned 10 national data center clusters such as Zhangjiakou, and officially launched the East digital West computing project.
Our comments are as follows:
Under the background that the development of digital technology drives the national demand for computing power, which is expected to grow rapidly by more than 20% every year, in order to promote the moderate agglomeration and intensive development of national data centers, considering the shortage of resources in the East, businesses with low network requirements such as background processing, offline analysis, storage and backup will be transferred to the West for processing. Take the hub of Inner Mongolia and Ningxia to undertake the hub of Beijing, Tianjin and Hebei; Gansu and Chengdu Chongqing hubs undertake the Yangtze River Delta hub; Guizhou hub undertakes the hubs of Guangdong, Hong Kong, Macao and Chengdu Chongqing. The 10 clusters of Zhangjiakou, Wuhu, Yangtze River Delta, Shaoguan, Gui’an, Chongqing, Tianfu, Qingyang, Zhongwei and Helingeer are arranged around 8 hubs.
The eight hubs concentrate policies and resources, optimize network, energy and other supporting facilities, guide the intensive, large-scale and green development of data centers, and resolutely avoid the blind development of data centers. In the initial stage, 10 data center clusters planned to be set up in 8 computing hubs have defined the physical boundary and defined the development goals of green energy conservation and shelf availability. The construction of large clusters can also reduce the data transfer delay, long-distance transmission costs, ensure energy supply and coordinate the arrangement of energy consumption indicators. Promote data circulation and value transmission between the East and the west, and drive the effective transfer of data center industry from east to west.
Through multi index constraints, promote high standards and strict requirements of clusters and minimize the start. In the future, the overall IDC industry will be further centralized, large-scale and green, and all links of the industrial chain will continue to benefit for a long time. From the local planning approval, the national development and Reform Commission requires that the average shelf rate in 10 clusters shall not be less than 65%. Pue requires Gui’an, Qingyang, helingel and Zhongwei to be less than 1.2; The Yangtze River Delta, Wuhu, Zhangjiakou, Tianfu, Chongqing and Shaoguan are lower than 1.25, and the utilization rate of renewable energy should be significantly improved.
Suggestions and concerns related to the subject matter:
1. IDC targets distributed in the east to west region: Guangdong Aofei Data Technology Co.Ltd(300738) , Beijing Sinnet Technology Co.Ltd(300383) , Kehua Data Co.Ltd(002335) , Shanghai Baosight Software Co.Ltd(600845) , Shanghai Athub Co.Ltd(603881) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) etc;
2. Server and network equipment: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , Inspur Electronic Information Industry Co.Ltd(000977) etc;
3. Network infrastructure optical fiber and cable: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) etc;
4. Data communication light module: Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Broadex Technologies Co.Ltd(300548) , Cig Shanghai Co.Ltd(603083) etc;
5. Power supply, temperature control and other supporting equipment in the machine room: Kehua Data Co.Ltd(002335) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Shenzhen Envicool Technology Co.Ltd(002837) , Guangdong Shenling Environmental Systems Co.Ltd(301018) ;
6. IDC operation and maintenance: Runjian Co.Ltd(002929) ;
7. Server and equipment upstream PCB: Wus Printed Circuit (Kunshan) Co.Ltd(002463) , Shennan Circuits Co.Ltd(002916) , etc.
Risk tip: the progress of policy implementation is slower than expected, the industry competition is higher than expected, the downstream demand is lower than expected, the price reduction pressure in the main links of the industrial chain is higher than expected, and the impact of the epidemic is higher than expected
