Market review:
During the reporting period, the computer industry rose by 2.30%, the Shanghai and Shenzhen 300 index rose by 1.92%, and the computer industry index outperformed 0.38pct, ranking 23rd among the 31 industries in Shenwan level.
From the beginning of 2022 to the end of the reporting period, the computer industry fell by 5.86%, the CSI 300 index fell by 5.49%, and the computer industry lost 0.37pct. From the perspective of Shenwan's secondary subdivided industries, the cumulative growth and decline of IT services, computer equipment and software development industries in 2022 were - 0.61%, - 6.57% and - 8.87% respectively. The performance of the computer industry was poor.
Key information:
The project of "counting from the east to the west" was officially launched
Four departments printed and distributed the 14th five year development plan for financial standardization
Legislation first to stimulate new momentum for the development of digital economy
The report of IDC perspective on China's industrial Internet security market was officially released
This week's view:
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 documents, 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. This marks the completion of the overall layout design of the national integrated big data center system, and the official and comprehensive launch of the "century project" in the field of China's digital economy - "counting from the east to the west".
The data center industry chain is long and the investment scale is large, involving traditional civil engineering, software and hardware facilities, energy consumption and other aspects. Therefore, the large-scale data center cluster construction brought by "counting from the east to the west" will break through regional restrictions and effectively drive the upstream and downstream development of the whole industry chain. In addition, as the relevant policies of "counting from the east to the west" clearly require that the shelf rate of the cabinet shall not be less than 65% and the pue shall not be higher than 1.2 or 1.25, it is expected that the policy dividend will be transmitted to hardware terminals such as server manufacturers in the short term. At the same time, IDC manufacturers with mature energy-saving and consumption reduction technologies are also expected to take the lead in benefiting. On the whole, the investment cycle of the data center industrial chain is long. It is recommended that investors pay long-term attention to the leading enterprises with scale effect in all links.
Risk tips:
Market fluctuation risk; The development speed of cutting-edge technologies such as artificial intelligence, big data, cloud computing and blockchain is lower than expected; The promotion of relevant policies was less than expected.
