Recently, the project of “counting from the east to the west” was officially launched in an all-round way. Behind the 100 billion investment pull estimated by the market, the capital market has ushered in an important investment theme.
Some analysts pointed out that the digital economy, as the determined development direction, has activated the enthusiasm of the market to do more, and several related concept stocks have pulled several trading boards.
Overall, digital infrastructure is expected to continue to develop, and relevant industrial chains will continue to benefit from
build a national computing hub node
upper air outlet of digital infrastructure station
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.
At present, most of China’s data centers are located in the eastern region. Due to the increasing shortage of land, energy and other resources, it is difficult to sustain the large-scale development of data centers in the eastern region. Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East.
The purpose of implementing the project of “counting from the east to the west” and accelerating the large-scale layout of the data center to the west is to realize the rational layout of the data center, optimize supply and demand, green intensification and interconnection.
The layout and construction of the national integrated data center will help to improve the overall computing power level of the country, improve the efficiency of computing power use, and realize the large-scale and intensive development of computing power in the country; It can also absorb green energy in the West nearby and continuously optimize the energy efficiency of the data center.
From this perspective, “counting from the east to the west” is not only an inevitable requirement to adapt to the development of digital economy, but also a strategic choice to achieve the goal of “double carbon”.
Industry insiders pointed out that 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 has become the guarantee of its growth.
In addition, the central economic work conference set the tone for steady growth in 2022 and put forward that the infrastructure should be moderately advanced. Under this background, the digital infrastructure is expected to continue to develop throughout the year
computing power becomes the core productivity
trading limit of concept stocks “swipe the screen”
boosted by the good news, the concept stock of “counting East and counting West” has become the most dazzling star in the recent shock city.
Since February 18, the concept stocks of “counting East and counting West” have collectively strengthened, and many stocks have blocked the trading limit. With the further deepening of market interpretation, the fund’s excavation of “counting from the east to the west” has been further strengthened.
On February 21, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Beijing Asiacom Information Technology Co.Ltd(301085) , Nova Technology Corporation Limited(300921) , Beijing Asiacom Information Technology Co.Ltd(301085) , Guangdong Aofei Data Technology Co.Ltd(300738) and other six stocks showed the “20cm” limit. In addition, 17 shares such as Insigma Technology Co.Ltd(600797) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) , Nanxing Machinery Co.Ltd(002757) , Szzt Electronics Co.Ltd(002197) , Beijing Vastdata Technology Co.Ltd(603138) sealed the trading limit
market trend of some Eastern and Western concept stocks
It is worth mentioning that among the more than 20 stocks with daily limit, more than 10 also closed with daily limit on the previous trading day. It can be seen that funds are very hot to pursue the concept of “counting from the east to the west”. Not only short-term funds are actively long, but also institutional funds are involved.
The industry is also optimistic about the start of the “counting East and counting West” project. Guolian Securities Co.Ltd(601456) the analysis points out that “counting from the east to the west” involves central enterprises such as eight provinces, two districts, four cities and three major telecom operators. Assuming about 50 demonstration projects, it will drive the investment scale of about 100 billion yuan. Zhongtai Securities Co.Ltd(600918) said that under the background of 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.
it can be seen that “counting from the east to the west” involves a wide range. After the top-level design is released, the investment expenditure will be significantly accelerated, so as to promote relevant industries to usher in new demand.
Bao Youchen, an analyst at Huaxin securities, pointed out that at present, a new round of scientific and technological revolution and industrial reform are reshaping the global economic structure. Computing power has become the core productivity of the digital economy and a new focus of global strategic competition. Up to now, the scale of China’s data center has reached 5 million standard racks. With the continuous promotion of digital economy and the comprehensive and continuous penetration of digital technology into all fields of 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.
Computing power has become an important infrastructure for national economic development. Accelerating the construction of computing power will effectively stimulate the innovation vitality of data elements, accelerate the process of digital industrialization and industrial digitization, and support high-quality economic development. The implementation of the “digital computing from the east to the west” project has laid the foundation for the development of China’s digital economy and played an important role in promoting economic development. The industry is about to usher in rapid development, driving the market demand of subdivided industries such as IDC, ICT equipment, optical module and temperature control.
the west is rich in renewable energy
Sichuan has outstanding advantages
“counting from the east to the west” will solve the problem of uneven distribution of China’s data centers, optimize resource allocation and effectively expand investment.
Some industry analysts pointed out that most of China’s data centers are distributed in the eastern region, and land, energy and other resources are becoming increasingly scarce. Under the background of “double carbon” energy consumption, it is difficult to continue to develop.
The west is rich in renewable energy and has the potential to develop data centers and undertake the computing power needs of the East. The western data center can undertake the businesses that do not require high network requirements, such as background processing, offline analysis, storage and backup.
According to industry estimates, the annual investment volume of the project will reach hundreds of billions of yuan, and the pulling effect on relevant industries will reach 1:8. As a key area of the project layout, Sichuan Province will also be significantly pulled.
As far as Sichuan is concerned, in terms of foundation, the development of digital economy industry in Sichuan has entered a fast lane in recent years. Since the Third Plenary Session of the 11th CPC Sichuan Provincial Committee, Sichuan has incorporated the digital economy into the “5 + 1” modern industrial system and focused on building it.
Last year, the added value of the core industries of digital economy in Sichuan Province reached 401.2 billion yuan, a year-on-year increase of about 18%, 9.8 percentage points higher than the GDP growth rate. In addition, there are many outstanding advantages in the project layout of “counting from the east to the west” in Sichuan. In addition to the low cost of land, the most prominent advantage of Sichuan is the enrichment of clean energy.
In recent years, taking advantage of opportunities such as the construction of national clean energy base, Sichuan’s clean energy production capacity has reached a new level. At present, the installed capacity and annual power generation of hydropower, the proved reserves and annual output of natural gas (shale gas) in Sichuan rank first in China, and the development space of wind energy and Cecep Solar Energy Co.Ltd(000591) is extremely broad. Data storage, transmission and other processing fields are industries with great power intensity.
back in the capital market, as the key area of the project layout of “counting from the east to the west”, relevant listed companies with industry advantages will take the lead in benefiting.
Specifically, in recent years, the company is focusing on Yimikang Tech.Group.Co.Ltd(300249) in the field of information and data, focusing on providing whole life-cycle solutions and services for digital physical foundations such as cloud computing and data center. At present, the company has deeply participated in the West Sichuan data IDC project.
At the same time, the company also further increased the capital of Western Sichuan data to promote the improvement of the company’s overall strength, which is in line with the company’s long-term strategic development and the interests of investors. In Dr.Peng Telecom&Media Group Co.Ltd(600804) which has been in the communication industry for more than 30 years, more enterprises are empowered to transform into digital intelligence through continuous improvement of digital intelligence service platform.
In the context of the 14th five year plan of digital economy, digital transformation has become the general trend, and the company is expected to benefit.
In the response of the secondary market, Yimikang Tech.Group.Co.Ltd(300249) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and other Sichuan stocks that only benefited from the boost of “counting from the east to the west” closed at the limit on February 21.
