Benefiting from the new opportunity of “counting East and counting West” Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) the share price rose by two limits

On February 21, the concept stocks of “counting East and counting West” rose sharply, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) also rose again after the limit on February 18.

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. The overall layout design of the national integrated big data center system was completed, and the project of “counting from the east to the west” was officially launched.

The so-called “East number West calculation”, “number” refers to data, “calculation” refers to computational power. Generally speaking, “that is to transmit the data from the east to the West for calculation and processing”.

In order to support the rapid development of the project, Ningxia recently issued the implementation opinions on promoting the development and application of big data industry (hereinafter referred to as the “opinions”), which will support the big data industry to become bigger and stronger from the aspects of reducing electricity prices, financial support, tax relief and so on.

Ningxia’s cloud computing industry has an early start, a solid foundation, rich energy reserves, suitable climatic conditions and no need for dehumidification. The pue value of using all natural air cooling technology to build a data center can be reduced to 1.1, which is one of the most suitable areas for building a data center. In particular, the straight-line distance from Ningxia Zhongwei to major cities in China is within 2000 kilometers, the direct optical fiber transmission delay is 8-12ms, the data exchange cost is the lowest, and has excellent strategic depth. It is suitable for undertaking important data storage and computing tasks in the East. At the same time, Zhongwei is one of the pilot new Internet switching centers in three countries, with stronger network access and lower charges.

In order to accelerate the construction of Ningxia hub and build a national computing power guarantee base, according to the opinions, Ningxia big data, cloud computing and other enterprises will enjoy the policy of reducing the power cost of advantageous industries, and reduce the household price of the data center of the Western cloud base through direct power transaction and local government support.

Zhang Xiaofeng, a professor at the school of economics of Northern University for nationalities, told the Securities Daily that due to the impact of drought and less rain climate conditions, Ningxia is very suitable for the development of clean energy, new material industry and cloud computing industry. These industries are also the dominant industries in Ningxia. At the same time, Ningxia has obvious advantages in natural resources, especially in the development of clean energy such as photovoltaic and wind power, from the original “west to East Gas Transmission” and “west to East power transmission” to the current “west to East power transmission”. Ningxia should give full play to its resource advantages and promote the high-quality development of local economy while serving the national development strategy.

As a local listed company in Ningxia, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) is expected to directly benefit from the “counting East and counting West” project.

It is understood that Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) data center Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) Zhongwei data center adapts measures to local conditions and makes full use of the natural advantages of Zhongwei area, such as low annual temperature, good atmospheric environment and abundant renewable energy. In phase I project, international advanced indirect evaporation natural cooling technology is adopted to transfer the heat in the data center to the outside through different operation modes, Compared with the traditional data center, the energy-saving range can reach more than 50%, and the average annual pue value can reach 1.1. It has truly realized energy conservation, high efficiency, green and environmental protection, and taken a solid step towards carbon neutralization in the data center.

It is worth mentioning that on September 8, 2021, Ningxia Yucheng yunchuang data Investment Co., Ltd., the holding subsidiary of Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) company, signed the strategic cooperation agreement with Lenovo (Beijing) Information Technology Co., Ltd. The contents include actively responding to the national strategy of Eastern digital computing and Western computing. The two sides will make use of their respective products, technologies, market and customer resources, sales and channel capabilities to build an integrated ecosystem for intelligent cloud services.

According to the announcement, in promoting the business development in the field of intelligent cloud services, the cooperation contents of the two sides include: system integration capability, planning, investment and engineering construction capability of data center / Intelligent Cloud center, it operation and maintenance capability, software product capability, and supply chain resource advantages to create integrated intelligent cloud services.

According to the announcement, the two sides will actively respond to the national strategy of digital computing in the East and digital computing in the west, actively make use of their respective products, technologies, market and customer resources, sales and channel capabilities, and build an integrated ecosystem for intelligent cloud services, build integration schemes and innovate business models in multi-level flexible ways such as teamwork, project cooperation and capital cooperation, Jointly explore the smart cloud market, deeply serve the application scenarios of vertical industries, and promote the development of dual carbon green intelligent computing industry.

Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) relevant people told the reporter of Securities Daily that the main customers of Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) Zhongwei data center are medium and large Internet enterprises, focusing on cloud computing, supercomputing and other fields, including meituan, Baidu, Tencent, Jinshan cloud, Lenovo, lexun technology, Lenovo, Beijing High Performance Computing Center, Beijing parallel Technology Co., Ltd.

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