Key investment points
“Counting East and counting West” was officially launched
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 document agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and plan 10 national data center clusters in the preliminary stage.
The overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” has been officially launched to help optimize and upgrade digital technology facilities and support the accelerated development of the digital economy. The support of follow-up policies, energy supply and energy consumption indicators is expected to continue.
IDC regional pattern will be reconstructed
The “east to West computing” project requires to promote the echelon layout of the data center from east to West: the eastern hub is mainly located at the nodes with large service users and strong application demand; The western hub is committed to building a national non real-time computing power guarantee base.
“Counting from the east to the west” project generally focuses on the layout of large and super large data centers to relatively rich areas such as renewable energy. In urban areas, development space is reserved for edge data centers with low delay requirements.
IDC investment scale will be enlarged
The basic principle of constructing the collaborative innovation system of the national integrated big data center: the data center and service resource supply are determined by the actual market demand. The number of new and reserved cloud computing cabinets is expected to lead the global development of large and intelligent data chains.
At the same time, China will basically complete the wide coverage of 5g network in 2022, and 5g user penetration is expected to reach 70%. The growth of 5g traffic and the outbreak of 5g applications such as XR and autopilot / Internet of vehicles are expected to further stimulate IDC demand, resonate with the “East digital West computing” project and improve IDC investment prosperity.
IDC industrial chain will be pulled
“Counting from the east to the west” will directly drive the whole industrial chain of the data center. Among them, we mainly focus on the following links and opportunities of related targets:
Temperature control system: Shenzhen Envicool Technology Co.Ltd(002837) , Guangdong Shenling Environmental Systems Co.Ltd(301018) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) etc;
Power system: Shenzhen Kstar Science & Technology Co.Ltd(002518) , Kehua Data Co.Ltd(002335) etc;
IDC operators: Shanghai Athub Co.Ltd(603881) , Kehua Data Co.Ltd(002335) , Guangdong Aofei Data Technology Co.Ltd(300738) , Shanghai Baosight Software Co.Ltd(600845) , Ucloud Technology Co.Ltd(688158) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) ;
Cloud network integration: telecom operators, Unisplendour Corporation Limited(000938) , Ucloud Technology Co.Ltd(688158) , Sangfor Technologies Inc(300454) , Qingcloud Technologies Corp(688316) ;
It equipment / optical module: Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Huagong Tech Company Limited(000988) , Accelink Technologies Co.Ltd(002281) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Hebei Sinopack Electronic Technology Co.Ltd(003031) etc;
Autonomous Control and safety: Beijing Vastdata Technology Co.Ltd(603138) , Dawning Information Industry Co.Ltd(603019) , Hangzhou Dptech Technologies Co.Ltd(300768) , Zte Corporation(000063) , Unisplendour Corporation Limited(000938) , etc.
Risk warning: the promotion of “counting from the east to the west” is not as expected; The development of digital economy and other related applications is less than expected.
