Recently, the four departments jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin, Hebei, Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu, 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.
Boosted by this news, A-share “East number careful calculation” concept stocks pulled several trading boards. Since February 18, the concept stocks of “counting East and counting West” have collectively strengthened, and many stocks have blocked the trading limit. On February 22, the concept stocks of “counting from the east to the west” differentiated, and the front row stocks continued to be strong, with GEM stocks Capitalonline Date Service Co.Ltd(300846) and Yimikang Tech.Group.Co.Ltd(300249) all connected to the board. Davidson, Insigma Technology Co.Ltd(600797) , Ningbo Construction Co.Ltd(601789) , Szzt Electronics Co.Ltd(002197) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) limit.
According to the equity penetration chart information of tianyancha, we sorted out the shareholding information of state-owned assets or listed companies behind relevant concept stocks. According to the information, Capitalonline Date Service Co.Ltd(300846) , Insigma Technology Co.Ltd(600797) , Aoguang network, Meili cloud and other companies have state-owned shares behind them. Details are shown in the following table:
According to the estimation of industry experts, the annual investment volume of the “counting East and counting West” project will reach hundreds of billions of yuan, and the pulling effect on relevant industries will reach 1:8 In addition to directly benefiting the data concept stocks, the detailed calculation of Dongshu will also drive many industrial chains such as civil engineering, it equipment manufacturing, information and communication, basic software and green energy supply. “By coordinating and optimizing the layout and promoting the accurate development of the data center, it will effectively drive the upstream and downstream investment of the industry.” The relevant person in charge of the high technology department of the national development and Reform Commission said.
