The national development and Reform Commission and other departments recently 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, 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.
On February 21, the relevant person in charge of Digital China Group Co.Ltd(000034) told the reporter of Securities Daily that by making effective use of the advantageous resources in the East and West, we can effectively solve the imbalance of energy and economic development, achieve common development and promote the information industry in the west, especially the digital process. At the same time, reasonable overall planning of data center cluster construction can accelerate the completion of carbon neutralization goal.
the project of "counting East and calculating West" is started
The so-called "counting from the east to the west" means transmitting the data from the east to the West for calculation.
Pan Helin, member of the information and communication economy expert committee of the Ministry of industry and information technology and executive director of the Digital Economy Research Institute of Central South University of economics and law, told the Securities Daily that China's computing power and data processing capacity are unevenly distributed, and a large number of computing power and data companies are concentrated in the East, while the land price in the East is high, the cost of electricity and bandwidth is also high, and the data industry has not achieved intensive development. In the long run, the over concentrated computing industry will challenge the carrying capacity of the East. At the same time, a large amount of power and bandwidth in Western China are wasted due to lack of users.
In response to a reporter's question, the head of the high technology department of the national development and Reform Commission said that so far, the scale of China's data center has reached 5 million standard racks and the computing power has reached 130 eflops (130 billion floating-point operations per second). With the comprehensive and continuous penetration of digital technology into all fields of economy and 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.
The launch of "counting East and counting West" is at the right time. Pan Helin said that for the west, the use of vast land space, low power and capital costs to build a data center hub, on the one hand, makes the cost of computing resources lower, on the other hand, uses the big data center to drive the digital industry around the central and western hub cities, make full use of western resources, activate the western economy and provide more employment for the West. For the East, by upgrading the communication network and transferring the computing power to the west, more resources are saved and the resource carrying capacity is improved. We can concentrate on expanding the downstream of the data industry, such as activating the data industry by promoting the circulation of data elements, and focusing on the development of digital technology and digital economy.
broad market prospect of data center
In recent years, under the guidance of national policies, more and more Internet giants have settled their data centers in the West.
The relevant person in charge of Tencent told the reporter of Securities Daily that in Guizhou hub, Tencent cloud has put into operation Gui'an seven star data center, with a total floor area of about 470000 square meters and a tunnel area of more than 30000 square meters. According to the plan, the center will store 300000 servers; In the Beijing Tianjin Hebei hub, Tencent cloud has deployed two data centers in Huailai ruibei and Dongyuan, which are planned to accommodate more than 300000 servers and have been partially put into operation; In the Yangtze River Delta hub, Tencent cloud has Qingpu data center; In Chengdu Chongqing hub, Tencent cloud has deployed two cloud computing data centers in Chongqing. The first phase has been put into use in June 2018 and can accommodate 100000 servers. The second phase covers an area of 107 Mu and a construction area of 74000 square meters. The construction was officially started in April 2020. After the overall completion, it will have the computing and storage capacity of 200000 servers.
The relevant person in charge of Baidu said that in combination with the national plan of "counting from the east to the west", the company optimized the layout of IDC (Data Center), strengthened technology investment and built a green and low-carbon data center. At the same time, Baidu intelligent cloud is actively involved in the "East West counting" related hub node project planning, working with local governments and local enterprises to build regional Intelligent Computing Center, giving full play to Baidu's accumulation and advantages in IDC construction, chip, cloud system, AI framework and industry platform.
According to the relevant person in charge of the volcanic engine of bytecode beat, the volcanic engine has deployed a large number of CDN (content distribution network) nodes across the country, which can provide transmission acceleration services for enterprises and users in the East and West. At present, volcano engine is strengthening the talent training and recruitment of the western data center, as well as the construction of the upstream and downstream industrial chain of the western data center, including the industrial chain and supply chain construction of data center infrastructure, data center related consumables, servers / switches and other spare parts.
The aforementioned person in charge of Digital China Group Co.Ltd(000034) said that the national guiding implementation plan of "counting from the east to the west" mentioned that when building the computing power hub system of big data center, we should adhere to the basic principles of independent innovation, safety and reliability, which is very consistent with the current overall layout of Digital China Group Co.Ltd(000034) . "We believe that in the early stage of the construction of the computing hub of the big data center, there will be a lot of business opportunities for the information innovation business; in the middle and later stage, there will be a lot of business needs for the platform operation management, and our cloud service business can evaluate and select appropriate scenarios to play Digital China Group Co.Ltd(000034) Advantages in Xinchuang supercomputing, standard construction of government cloud data center, operation and maintenance of China Data Center for large customers. "
In the context of "counting from the east to the west", power, computer software and hardware, communication, cloud computing, big data, new infrastructure and other sectors are expected to benefit in the future. Zheng Lei, chief economist of Baoxin finance, told the reporter of Securities Daily: "the most significant is data center and cloud computing. In recent years, it has grown rapidly, is in the profit-making period, and the business model is mature. With the country accelerating the construction of data center nodes, enterprises have a lot of space to go to the cloud, and the cost has decreased. Enterprises can realize large-scale profits by providing value-added services."
