[morning review]
In early trading, the three major indexes rose collectively. As of the close, the Shanghai Composite Index rose 1.03% to 3675.04 points; The Shenzhen Component Index rose 1.27% to 15154.22; The gem index rose 0.95% to 3457.10. On the disk, decoration and building materials, brewing industry, securities, beauty care, optics and optoelectronics and other industries were active, with wind power equipment, non-metallic materials, chemical raw materials, aerospace and chemical fertilizer industries leading the decline. In terms of concept, plant lighting, microled, hair medicine, miniled, under screen camera and other sectors are strong, while concept sectors such as sodium ion battery, silicone, UHV, phosphorus chemical industry and chemical raw materials are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 775.44 billion yuan.
[afternoon opportunity]
On December 8, the national development and Reform Commission and other four departments issued the implementation plan for implementing the requirements of carbon peak carbon neutralization goal and promoting the green and high-quality development of new infrastructure such as data center and 5g. It is proposed that by 2025, the data center and 5g will basically form a green and intensive integrated operation pattern. The utilization efficiency of electric energy and renewable energy in the operation of the data center have been significantly improved. The average utilization efficiency of electric energy in the newly-built large and super large data centers in China has been reduced to less than 1.3, the national hub nodes have been further reduced to less than 1.25, and the green low-carbon level has reached more than 4a.
The document points out that for new data center projects that meet the conditions and are included in the national hub node data center cluster, actively coordinate and arrange energy consumption indicators to give appropriate support, and give priority to projects with outstanding achievements in the implementation of “counting from the east to the west”. We will comprehensively solve major issues such as facility planning, investment, construction, supervision and evaluation, and organize pilot exploration in industry access and market supervision. “Counting from the east to the west” is a major national strategic deployment, which is of great significance to promote the green and high-quality development of the data center and support the digital transformation and upgrading of various industries. With the promotion of policies, relevant enterprises involved in “counting from the east to the west” are expected to usher in opportunities.
