Make the digital infrastructure bigger and stronger. Under the tone of "steady growth", the infrastructure construction of China's digital economy (hereinafter referred to as "digital infrastructure") is in full swing. Recently, the project of "counting from the east to the west" was officially launched in an all-round way. The agency estimates that it will drive at least 100 billion investment, and relevant listed companies are also actively layout. Institutions and industry insiders said that with the launch of the "counting from the east to the west" project and the development direction determined by the digital economy, the field of digital infrastructure is expected to make efforts throughout the year, and the relevant industrial chains will continue to benefit.
the project of "counting East and calculating West" is started
digital infrastructure industry raises the limit tide
On February 18, the performance of digital infrastructure related sectors in the A-share market was hot. According to the data, as of the close of the day, the concept index of computing power led the rise, up 7.24%, and the concept indexes of data center, smart government, cloud computing, big data, edge computing, cloud office and smart city closed up in an all-round way. Individual stocks in related fields set off a wave of limit trading. Nearly 20 stocks such as Capitalonline Date Service Co.Ltd(300846) , Beijing Dataway Horizon Co.Ltd(301169) , Yimikang Tech.Group.Co.Ltd(300249) , Inesa Intelligent Tech Inc(600602) also benefited from the traditional infrastructure sector. Individual stocks such as Ningbo Construction Co.Ltd(601789) , Chongqing Sifang New Material Co.Ltd(605122) , Zhejiang Construction Investment Group Co.Ltd(002761) also rose one after another.
The national development and Reform Commission and other 12 departments recently issued the notice on printing and Distributing Several Policies to promote the steady growth of industrial economy, which proposed to speed up the construction of major new infrastructure projects, including accelerating the implementation of the special action for the construction of big data centers, implementing the project of "counting from the east to the west", and accelerating the construction of the Yangtze River Delta, Beijing, Tianjin and Hebei Construction of 8 national data center hub nodes such as Guangdong, Hong Kong and Macao Dawan district.
"Digital economy is the strategic focus at the national level, and the East West computing project is a key step in optimizing the underlying technology of digital economy." Southwest Securities Co.Ltd(600369) analyst Wang Xiangjie said.
When answering a reporter's question, the relevant person in charge of the national development and Reform Commission said that computing power, as the core productivity of the digital economy, has become a new focus of global strategic competition and an important infrastructure for national economic development. 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, and it is expected to grow rapidly at a rate of more than 20% every year. Accelerating the construction of computing power will effectively stimulate the innovation vitality of data elements, accelerate the process of digital industrialization and industrial digitization, give birth to new technologies, Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , new business forms and new models, and support high-quality economic development.
Insiders said that under the general trend of digital economy development, digital infrastructure is expected to develop throughout the year. "Infrastructure construction is the foundation of promoting the digital economy. By 2025, the added value of the core industries of the digital economy will account for 10% of GDP. In a large incremental space, digital infrastructure will become the guarantee for its growth. In addition, the central economic work conference set the tone for steady growth in 2022 and put forward a moderately advanced infrastructure. Under this background, digital infrastructure is expected to be strong throughout the year. ”Chen Li, chief economist of Chuancai securities and director of the Research Institute, said.
digital infrastructure industry chain fully benefited
layout of relevant listed companies in advance
According to the agency's calculation, after the full start of the "counting from the east to the west" project, it will drive at least 100 billion investment.
Zhongtai Securities Co.Ltd(600918) said that under the steady growth, the data center industry chain is long and the driving effect is strong. It is expected to fully benefit from the promotion of the "counting from the east to the west" project and drive the overall investment expenditure of China's cloud based construction sector. Guolian Securities Co.Ltd(601456) analysis, "counting from the east to the west" involves central enterprises such as four cities, eight provinces, two districts and three major telecom operators. Assuming about 50 demonstration projects, it will boost the investment scale of about 100 billion yuan.
Relevant listed companies have been laid out in advance. Dawning Information Industry Co.Ltd(603019) disclosed that Dawning Information Industry Co.Ltd(603019) launched computing infrastructure and public computing service platform - Computing Service last year, and its subsidiary Shuguang intelligent computing carried out unified operation and management. At the same time, as a core information infrastructure enterprise, Dawning also supports the construction of Chongqing big data center and provides the core driving force of digital transformation and upgrading for regional pillar industries. Ucloud Technology Co.Ltd(688158) the company said that its ucloud Ucloud Technology Co.Ltd(688158) Shanghai Qingpu cloud computing center and Wulanchabu cloud computing center are respectively located in the Yangtze River Delta and Inner Mongolia nodes of the national hub node of the national integrated computing network. In the future, it will rely on the two centers to create a number of typical demonstration scenes and applications of "Eastern digital computing and Western computing" to meet the needs of high-quality digital discovery of enterprises.
Many institutions said that the industrial chain related to digital infrastructure will continue to benefit. Huatai Securities Co.Ltd(601688) said that the full launch of "counting from the east to the west" means that digital infrastructure ushers in a triple logical resonance of long-term (Technology) + medium-term (prosperity) + short-term (Policy). Focus on the data center (IDC) and its upstream server + optical module, base station equipment and its upstream PCB (printed circuit board). Guolian Securities Co.Ltd(601456) said that the "East digital West computing" project will drive the demand opportunities of data center operation and civil engineering, it equipment manufacturing, information and communication, basic software and green energy supply in the industrial chain.
Specifically, Huaxi Securities Co.Ltd(002926) believes that under the catalysis of industry capital, IDC industry is in the inflection point stage of fierce competition and accelerated integration. In the long run, it is still a growth industry with upward focus. Enterprises with better capital cost and debt structure and wider financing channels will benefit relatively; At the same time, the industry "veterans" have more lasting endurance and are expected to take the lead in the energy reform of the industry.
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