On February 21, the related concept stocks of “counting from the east to the west” continued to strengthen, and the sector lifted the limit tide again, Capitalonline Date Service Co.Ltd(300846) , Guangdong Aofei Data Technology Co.Ltd(300738) “20cm” limit. As of the close, the whole sector of “counting from the east to the west” Rose 7.69%. In addition, among the concept sectors, the concept sectors related to data center, edge computing and big data also led the rise, Ningbo Construction Co.Ltd(601789) , Meiyun, Jiangsu Shagang Co.Ltd(002075) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) and other price limits. According to incomplete statistics, as many as 30 stocks rose by 10%.
For the performance of the current market, Hu Qimu, chief researcher of Sinosteel Economic Research Institute, said in an interview with Securities Daily: “Eastern digital computing and Western computing is not only an important measure to alleviate the contradiction between energy supply and demand in the development of digital economy, but also a strategic deployment to drive the development of digital economy in the western region. Under the layout of Eastern digital computing and Western computing, the Western computing center will usher in great development, and the listed companies that provide infrastructure construction, equipment and supporting services for the computing center will obviously receive market dividends. Therefore, the relevant concept stocks will be listed Sought after by investors. “
Recently, the national development and Reform Commission, the central network and 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.
“Number” in “East number and West calculation” refers to data, and “calculation” refers to computing power, that is, the processing capacity of data. “Computing from the east to the west” is a new computing power network system integrating data center, cloud computing and big data, which orderly guides the computing power needs of the east to the west, optimizes the construction layout of the data center, and promotes the collaborative linkage between the East and the West.
Dongguan Securities pointed out in the research report that at present, the scale of China’s data center has reached 5 million standard racks and the computing power has reached 130eflops. 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. At present, most of China’s data centers are located in the eastern region. Due to land, energy consumption and other problems, it is difficult to develop large-scale data centers in the eastern region. By “counting from the east to the west”, we will guide the computing power demand of the east to the west, and build a new computing power network system integrating data center, cloud computing and big data in the resource rich western region, which will help to optimize the construction layout of China’s data center and promote the collaborative linkage between the East and the West.
Dongguan Securities said that the promotion of “counting East and counting West” is expected to further stimulate investment in the upstream and downstream of the industrial chain. The data center industry chain is long, including servers, switches and other IT equipment, heat dissipation, racks and other supporting equipment, data center construction, operation and maintenance, etc. the data center industry chain is expected to fully benefit.
Zhai Wei, chief analyst of capital securities, believes that with the planning and construction of data center cluster, the demand for servers has been strongly supported. The average shelf rate of data centers in the planned cluster should reach at least 65%, and 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.
As a concept stock of data center, Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) issued an announcement on February 11 that the company plans to invest in the second phase of cloud data center project. It is understood that at present, the first phase of the cloud data center project has been put into operation, with an actual investment of 786.36 million yuan. The data center machine room building, power center building and No. 1 scientific research building have been built, and 2214 cabinets have been installed. In 2021, the annual sales revenue was 36 million yuan and the profit was – 13.67 million yuan. Up to now, 1247 cabinets have been put on shelves in the first phase of the cloud data center project, with a shelf rate of 56.3%.
Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) said, “Due to the impact of the epidemic, plus the time required for business promotion to sign contracts with customers, and the actual use of customers is gradually put into use according to the market development, the shelf rate of phase I project has not reached the expected planning, and some racks have not been put into use. Although the cabinets of phase I project have not been fully put into use, the total number of racks signed with customers that have not been actually used has reached 2553, The number of signed contracts has exceeded the number of existing organic racks. From the trend of rack sales and actual use, it shows an obvious increment. The impact of the epidemic is gradually weakening. Customers’ understanding of the company’s cloud data center computer room is gradually deepening, their trust is steadily improving, and customers’ market development is also increasing at the same time. Therefore, It is expected that “all racks will be enabled” by the end of June 2022.
For the second phase of Changshan cloud data center project, Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) plans to invest 600 million yuan. The source of funds is self owned and self raised funds. It will build a new data room building with a construction area of 28000 square meters, deploy 4110 standard cabinets and supporting network equipment, high and low voltage, oil engine, power supply, air conditioning supporting, machine room air conditioning, outdoor diesel generator set, etc.
According to the announcement, the second phase of the cloud data center project is planned to start construction in February 2022 and be completed and put into operation in December 2023. After the completion of the project, the average annual sales revenue is expected to be 291.5 million yuan; The average annual net profit is 66.07 million yuan; The total return on investment is 12.35%; Internal rate of return 13.70%; The payback period of the total investment is 7.53 years.
Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) said that cloud computing is an important industry to create new advantages of China’s digital economy. The data center is the infrastructure of cloud computing, an important guarantee for the rapid development of 5g industry applications, and also the “digital real estate” of the information industry. Promoting the construction of phase II project and realizing the completion as soon as possible will provide feasible conditions for us to seize the market share first.
Zhang Xiaorong, President of deep science and Technology Research Institute, told the reporter of Securities Daily that “counting East and counting West” pointed out a new direction for new infrastructure investment. With the rapid development of digital economy, cloud computing has become an important infrastructure of economy and society. China has successively issued a number of incentive policies to plan and build network national hub nodes and national data center clusters. Enterprises upstream and downstream of the industrial chain are expected to achieve good development. Benefiting from the positive news of the official launch of the “counting from the East and counting from the west” project, under the condition of the overall shock of A-Shares and cautious market sentiment, relevant concept stocks gained the main position, releasing a positive and optimistic signal.
