I. 12 departments jointly issued new policies: guide telecom operators to accelerate the progress of 5g construction. Recently, 12 departments jointly issued several policies to promote the steady growth of industrial economy, so as to further consolidate the momentum of industrial economic growth, pay close attention to pre adjustment, fine adjustment and cross cycle adjustment, and ensure that the industrial economy operates within a reasonable range throughout the year. The “several policies” include 18 policy measures in five aspects: fiscal taxes, financial credit, ensuring supply and price stability, investment and foreign trade, land and energy use and environment.
These include accelerating the construction of major new infrastructure projects, guiding telecom operators to accelerate the progress of 5g construction, supporting industrial enterprises to accelerate digital transformation and upgrading, and promoting the digital transformation of manufacturing industry; Start the implementation of major projects of Beidou industrialization and promote the large-scale application of Beidou in major strategic areas; Accelerate the implementation of the special action for the construction of big data centers, implement the project of “counting from the east to the west”, and accelerate the construction of eight national data center hub nodes in the Yangtze River Delta, Beijing Tianjin Hebei, Guangdong, Hong Kong, Macao and the Great Bay area. Promote the healthy development of real estate investment trusts (REITs) in the field of infrastructure, effectively revitalize stock assets, and form a virtuous circle of stock assets and new investment. Operators accelerate 5g construction, which is beneficial to the communication industry. It is suggested to pay attention to the leading 5g Construction: Zte Corporation(000063) .
Second, “counting from the east to the west” was officially launched. Recently, the national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, 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. At this point, the “integration of East and west” project has been officially launched.
Computing power has become an important digital infrastructure. The scale of China’s data center has reached 5 million standard racks, and the computing power has reached 130 eflops (1.3 trillion 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. Through the layout and construction of the national integrated data center, expand the scale of computing facilities, improve the efficiency of computing power, and realize the large-scale and intensive development of computing power in the country. Absorb green energy in the West and drive capital investment. Realize the gradual and rapid iteration of “counting from the east to the west”. 10 data centers are planned to be set up in the 8 computing hubs, and the average shelf rate of the data centers in the cluster should reach at least 65%.
We believe that 1. Clarify the overall distribution of data centers and strengthen green and intensive construction. 2. The plan mentioned to encourage the construction of green and Energy-Efficient Data Center, and the refrigeration of data center is expected to benefit. It is suggested to pay attention to: Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) . In addition, the server and data transmission equipment in the data center computer room are expected to benefit. It is recommended to pay attention to the server related companies: Unisplendour Corporation Limited(000938) , Zte Corporation(000063) , and the high-speed optical module companies benefiting from IDC interworking: Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) .
2. The Western computing is mainly responsible for the non real-time computing power needs such as background processing, offline analysis, storage and backup across the country. The demand for thermal data in the East is still on. The UDC of Beijing Highlander Digital Technology Co.Ltd(300065) Seabed Data Center has a lower pue value, close to 1.07, which is far lower than that of onshore data center.
3. The urban data center is positioned as “edge computing”, which is conducive to the outbreak of real-time applications. Encourage the construction of urban fringe computing data center, and encourage the development of applications such as high-frequency trading in financial market, virtual reality / augmented reality (VR / AR), ultra-high definition video, Internet of vehicles, networked UAV, smart power, smart factory and smart security. Edge computing is a necessary infrastructure for real-time applications. With the continuous growth of downstream user data, this plan will help to speed up the construction of edge computing, and the Internet of vehicles, VR / AR, ultra-high definition video and other industries are expected to usher in an explosion. It is recommended to focus on Capitalonline Date Service Co.Ltd(300846) that can provide edge computing solutions.
III. phase III expansion of China Mobile’s inter provincial backbone transmission network phase 14: Huawei and ZTE divide up. China Mobile today announced the procurement results of the third phase expansion project of phase 14 of the inter provincial backbone transmission network, which was divided between Huawei and ZTE. The announcement shows that China Mobile will purchase a total of 1170 OTN equipment in the third phase of the 14th phase of the inter provincial backbone transmission network expansion project, including 568 WDM / OTN equipment boards and ports in the eastern plane; There are 602 WDM / OTN equipment boards and ports in the Western plane. The project adopts the centralized procurement mode of single source procurement, and the final suppliers are Huawei and ZTE. With the implementation of backbone network expansion bidding, it is beneficial to the relevant bid winning manufacturers Zte Corporation(000063) .
Industry highlights
\u3000\u30001. Huawei’s automatic driving department may change hands
According to Reuters, Volkswagen is interested in acquiring Huawei’s automatic driving department, including some technical systems that Volkswagen is not familiar with. At present, Volkswagen is negotiating with Huawei on this matter. In addition, the German media “managermagazin” also quoted a source from an insider. In fact, the multi billion euro negotiation has been going on for several months, mainly involving technical fields unfamiliar to the public. However, the public said it would not comment on the news. Huawei has not responded yet.
\u3000\u30002. The scale of the global Internet of things node and gateway market will exceed US $29.5 billion by 2026. According to the Research Report on the Internet of things node and gateway market by tbrc, the scale of the global Internet of things (IOT) node and gateway market is expected to increase from US $7.54 billion in 2021 to US $10.21 billion in 2022, with a compound annual growth rate (CAGR) of 35.4%. By 2026, the market size will reach US $29.56 billion, with a CAGR of 30.4%.
In 2021, North America is the region with the largest market scale of IOT nodes and gateways. The growth of market scale is mainly due to the industry companies recovering from the impact of covid-19 epidemic and adapting to the new normal. The epidemic earlier led to restrictive measures including social alienation, remote work and closure of business activities, which have brought operational challenges to the industry.
Technological progress is also a key trend to gain popularity in the Internet of things node and gateway market. The emergence of 5g technology is expected to promote the growth of animal networking node and gateway market in the future.
\u3000\u30003. The EU announced a 6 billion euro new satellite system development plan to provide space-based connectivity to Europe and Africa
The European Commission outlined a 6 billion euro investment plan to develop a new satellite system to provide connectivity between Europe and Africa and to support key infrastructure and applications related to economy, security and defence. It will fund the move through the EU’s contribution of € 2.4 billion from 2022 to 2027, with the rest from its budget, Member States and private investment. After completion, the system will join other major EU satellite systems, including the global navigation system Galileo and Copernicus for earth observation. The project will be launched in 2023. It is hoped that space-based connectivity will be regarded as a “strategic asset” for the resilience of the European continent to achieve technological sovereignty, competitiveness and rapid connectivity for individuals and enterprises.
China plans to reduce its reliance on the Arctic as part of its regional and strategic connectivity to Africa.
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; US sanctions upgrade domestic substitution acceleration and warming of super SIM card sales [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ]; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen Topband Co.Ltd(002139) ]; [ Fibocom Wireless Inc(300638) ] and [ Shenzhen Neoway Technology Co.Ltd(688159) ] of Internet of things module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Benefit from the explosion of energy storage and charging charges [ Longshine Technology Group Co.Ltd(300682) ].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) ; Optical communication: Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Broadex Technologies Co.Ltd(300548) ; Advanced Fiber Resources (Zhuhai) Ltd(300620) ； Optowide Technologies Co.Ltd(688195) , Juguang technology; Radio frequency: Guangdong Shenglu Telecommunication Tech.Co.Ltd(002446) ; Benefit flow explosion: Fujian Star-Net Communication Co.Ltd(002396) , New Guomai Digital Culture Co.Ltd(600640) , Wangsu Science & Technology Co.Ltd(300017) ; Internet of things segment: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , Hanwei Electronics Group Corporation(300007) , Queclink Wireless Solutions Co.Ltd(300590) . IDC direction: Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Guangdong Aofei Data Technology Co.Ltd(300738) ; 5g messages: Montnets Cloud Technology Group Co.Ltd(002123) , Zjbc Information Technology Co.Ltd(000889) , Wutong Holding Group Co.Ltd(300292) ; Industrial Internet: Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shenzhen Topband Co.Ltd(002139) . Energy storage is related to new energy: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Kehua Data Co.Ltd(002335) , Longshine Technology Group Co.Ltd(300682) .
Risk tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
