Report summary
Computer sector: last week, the computer sector industry index rose by 1.25%, while the gem index rose by 2.93% in the same period. The performance of the sector was weaker than that of the GEM market. Among them, electrical equipment, non-ferrous metals, medicine, biology and other sectors rose more. We are very optimistic about the future market. We suggest to actively layout the fields of digital economy, Internet of vehicles, industrial common Internet, digital currency and network security. The performance in 2021 is relatively certain, and the growth targets mainly include Hundsun Technologies Inc(600570) , China stock market news, Thunder Software Technology Co.Ltd(300496) . On the other hand, it is the industry leader with high certainty in the boom of the industry in the next two years. It is suggested to focus on the subject of information innovation, information security, digital currency, intelligent driving and so on.
On February 17, the national development and reform 2 Reform Commission and other departments jointly issued documents, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. Around 8 National Computing hub nodes, 10 national data center clusters are Zhangjiakou cluster, Yangtze River Delta eco green integrated development demonstration zone cluster, Wuhu cluster, Shaoguan cluster, Tianfu cluster, Chongqing cluster, Gui’an cluster, helingel cluster, Qingyang cluster and Zhongwei cluster. At present, most of China’s data centers are distributed in the eastern region, but the land, energy and other resources in the eastern region are becoming increasingly tense, which is not conducive to the large-scale development of the data center. While the western region is abundant in resources and renewable energy, and has the potential to develop the data center and undertake the computing demand in the eastern region. “Counting from the east to the west” is conducive to making the computing power resources in the West fully support the calculation of data in the East, and better empower the digital development. In terms of promotion rhythm, it will be arranged in echelons from east to west according to the needs of computing power. For businesses with low network requirements such as background processing, offline analysis, storage and backup, it will take the lead in transferring to the West. The eastern hub layout industrial Internet, disaster early warning, telemedicine and other businesses with high network requirements, and the hub should focus on promoting the transfer of data centers from first tier cities to the surrounding areas.
[Ministry of Commerce: vigorously develop digital trade and build a digital trade demonstration area] the Ministry of Commerce predicts that by 2025, China’s total import and export volume of digitized service trade will exceed US $400 billion, accounting for about 50% of the total service trade. The development of digital trade has also frequently ushered in good news recently. Gao Feng, a spokesman for the Ministry of Commerce, said recently that the Ministry of Commerce will vigorously develop digital trade and build a digital trade demonstration area this year. Data show that the scale of China’s digital economy has increased from 11 trillion yuan at the beginning of the 13th five year plan to 35.8 trillion yuan in 2019, accounting for 36.2% of GDP. In 2020, the scale of China’s digital economy will reach 39.2 trillion yuan, accounting for 38.6% of GDP. In 2021, China’s digital economy industry will continue to grow and its development resilience will be significantly enhanced.
