Counting East and counting West broke out again! Today, the concept of “counting from the east to the west” once rose by nearly 10% in the intraday trading. The high-standard stock data center concept Ningbo Construction Co.Ltd(601789) 4 board, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Beijing Asiacom Information Technology Co.Ltd(301085) , Nova Technology Corporation Limited(300921) and other 20cm trading limits, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Insigma Technology Co.Ltd(600797) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Hengbao Co.Ltd(002104) , Jiangsu Shagang Co.Ltd(002075) and other multi stock trading limits.
In terms of news, 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. 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.
It is worth noting that “counting from the east to the west” has driven the strength of computer software, communications and other sectors. Since February this year, the total net purchase of main funds, leveraged funds and northbound funds has exceeded 10 billion. What relevant stocks have they focused on in advance?
main capital: net purchase of more than 5 billion yuan
First, let’s look at the main funds represented by large single funds. According to the data of China stock market news choice, since February this year, the total net purchase of main funds has exceeded 5 billion yuan, covering 96 shares.
Among the top 20 stocks with net purchases, China Mobile is the most popular, with a total net purchase of more than 1.1 billion yuan; Followed by Iflytek Co.Ltd(002230) exceeding 950 million yuan.
The net purchase amount of individual shares such as Shenzhen Kingdom Sci-Tech.Ltd(600446) , Gci Science & Technology Co.Ltd(002544) , Capitalonline Date Service Co.Ltd(300846) , Jiangsu Zhongtian Technology Co.Ltd(600522) , China Telecom Corporation Limited(601728) ranges from 260 million yuan to 130 million yuan.
The net purchase amount of individual shares such as Sunyard Technology Co.Ltd(600571) , China United Network Communications Limited(600050) , Beijing Supermap Software Co.Ltd(300036) , Dhc Software Co.Ltd(002065) , Servyou Software Group Co.Ltd(603171) , Westone Information Industry Inc(002268) , Ronglian Group Ltd(002642) , Longshine Technology Group Co.Ltd(300682) , Shanghai Yanhua Smartech Group Co.Ltd(002178) is less than 100 million yuan and more than 50 million yuan.
leveraged funds: 4 billion buy Iflytek Co.Ltd(002230)
What about leveraged funds that prefer growth stocks? According to the data of China stock market news choice, since February, the net purchase of 106 shares financed by leveraged funds has exceeded 4.5 billion yuan.
Among them, Iflytek Co.Ltd(002230) financing net purchase amount is the highest, exceeding 400 million yuan; Shenzhen Kingdom Sci-Tech.Ltd(600446) the net purchase amount of financing exceeded 300 million yuan, ranking second.
The net purchase amount of multi share financing such as Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Hengbao Co.Ltd(002104) , Yonyou Network Technology Co.Ltd(600588) , Wuhan Tianyu Information Industry Co.Ltd(300205) exceeded 100 million yuan; The net purchase amount of financing such as Unisplendour Corporation Limited(000938) , Client Service International Inc(300663) , Beijing Supermap Software Co.Ltd(300036) , Gci Science & Technology Co.Ltd(002544) , Sinodata Co.Ltd(002657) , Sinosun Technology Co.Ltd(300333) , Grg Banking Equipment Co.Ltd(002152) , Xgd Inc(300130) is less than 100 million yuan and more than 60 million yuan.
northbound capital: favorite China United Network Communications Limited(600050)
The last is northward funds. According to the data of China stock market news choice, according to the estimation of the number of increased shares and transactions in the interval, the northbound funds have increased their holdings of 40 shares since February, with a total amount of more than 1.3 billion yuan.
Specifically, China United Network Communications Limited(600050) is the most popular among the top 20 stocks with an increase of more than 350 million yuan; Shanghai 2345 Network Holding Group Co.Ltd(002195) ranked second, with an increase of more than 109 million yuan.
The increased holdings of Navinfo Co.Ltd(002405) , Shanghai Baosight Software Co.Ltd(600845) , Longshine Technology Group Co.Ltd(300682) , Hengtong Optic-Electric Co.Ltd(600487) , Dhc Software Co.Ltd(002065) , Autel Intelligent Technology Corp.Ltd(688208) are between 100 million yuan and 60 million yuan.
The increase amount of Gohigh Data Networks Technology Co.Ltd(000851) , Beijing Sinnet Technology Co.Ltd(300383) , Grg Banking Equipment Co.Ltd(002152) , Fiberhome Telecommunication Technologies Co.Ltd(600498) , China Transinfo Technology Co.Ltd(002373) , Wangsu Science & Technology Co.Ltd(300017) , Beijing Thunisoft Co.Ltd(300271) and other holdings ranges from 36 million yuan to 20 million yuan.
organization: there may be more projects in the future 4 main line layout
What do institutions think of the prospect of counting the East and counting the west?
Anxin Securities pointed out that from the perspective of policy context, according to the documents of the national development and Reform Commission, the “East digital West computing” project was first proposed in the implementation plan of computing hub of collaborative innovation system of national integrated big data center on May 24, 2021. Since then, in the “14th five year plan” for digital economy development issued by the State Council, It is also deployed as an important chapter again. Therefore, the project of “counting from the east to the west” is an important infrastructure and landing grasp of the digital economy industry, which is expected to drive the digital economy related industries to realize more extensive application of computing power. At the same time, “counting from the east to the west” is the starting point for the implementation of digital economic policies. In the future, more relevant construction projects may be introduced one after another.
The agency said that in the short term: according to the reply of the national development and Reform Commission to each node, the project construction is “in principle a backbone enterprise in data center related industries” and pays attention to enterprises with data center construction capacity. Medium term: according to a reporter’s question from the national development and Reform Commission, the “East digital West computing” project needs to “increase the large-scale application of server chips, operating systems and other software and hardware products.” Pay attention to the large-scale application opportunities of domestic servers, operating systems, databases and middleware enterprises. Long term: focus on industrial digital applications driven by data centers, including automotive intelligent networking, artificial intelligence, people’s livelihood informatization, intelligent manufacturing, central enterprises and government informatization, etc.
Shengang Securities pointed out that with the full implementation of the East West calculation, the relevant industrial chains are expected to benefit. Through the construction of computing hub and data center cluster, it will effectively drive the upstream and downstream investment of the industry. The industries and objects benefiting include:
1) the demand for network IT equipment has increased, with key recommendations: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Inspur Electronic Information Industry Co.Ltd(000977) ;
2) data traffic explosion drives the demand for optical modules and optical fiber cables: Eoptolink Technology Inc.Ltd(300502) , Zhongji Innolight Co.Ltd(300308) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) ;
3) IDC green energy-saving development, upstream temperature control equipment is expected to continue to benefit: Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ;
4) 4) operators are expected to continue to give full play to the advantages of cloud network collaboration. It is recommended to pay attention to China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) .
