planted Wutong tree, and brought phoenix.
Li Bin, deputy director of Ningxia Zhongwei cloud computing and big data Development Bureau, has been busy recently. Since the official launch of the “counting from the east to the west” project, two or three companies have come to Zhongwei for research every day, hoping to join the construction of Zhongwei computing power hub node in Ningxia, and there is an endless stream of people for telephone consultation and communication.
On February 14, Ningxia issued the implementation opinions on promoting the development and application of big data industry (hereinafter referred to as the opinions). The opinions proposed to accelerate the construction of Ningxia hub, the national hub node of the national integrated computing network, build Zhongwei Data Center cluster with high standards, and refine relevant support policies.
Similar expressions of “reducing electricity costs”, “tax relief” and “subsidies” also frequently appear in the relevant plans of western regions such as Chengdu and Chongqing, Inner Mongolia, Guizhou and Gansu.
There is top-level planning to rely on, and there is government enterprise linkage at the bottom. Since the launch of “counting from the east to the west”, listed companies such as Dr.Peng Telecom&Media Group Co.Ltd(600804) , Beijing E-Hualu Information Technology Co.Ltd(300212) , Tencent and so on have connected with the planning and construction of new data centers. In addition, Alibaba, JD, Dawning Information Industry Co.Ltd(603019) , Ucloud Technology Co.Ltd(688158) and other industrial chain companies have successively stated that they will actively participate in the project of “counting from the east to the west”.
LV Jianwei, President of UFIDA Industry Research Institute, said that “counting from the east to the west” will promote the unified standardization of the construction of super large data centers and computing power nodes, and the standardization of network construction and power access will be much better than before, avoiding the problems of local congestion and repeated construction. The leaders of the large-scale layout data center in the East will enter the stage of fine operation. In the west, these companies will speed up horse racing and enclosure by virtue of their experience.
local policies follow
The relevant supporting policies have become the “standard configuration” of the relevant planning of the computing power nodes of “counting from the east to the west” in Chengdu and Chongqing, Inner Mongolia, Guizhou and Gansu. All localities are catching up with each other in the planning and implementation of supporting policies.
Ningxia is one of the eight national computing power hubs planned by “counting from the east to the west”.
In Zhongwei, Ningxia, dry climate and barren land were once unfavorable factors restricting economic development. Now it is suitable to use all natural air cooling technology to build a new green data center. According to the opinions, we should speed up the construction of Ningxia hub, the national hub node of the national integrated computing network, build Zhongwei Data Center cluster with high standards, and build a nationwide computing support base in accordance with the principle of “adjusting measures to local conditions, misplaced development and industrial agglomeration”.
The Opinions also defines a number of supporting policies on ensuring the construction land of the project, reducing the cost of production electricity, introducing advantageous enterprises, supporting the use of cloud computing services and reducing the tax burden cost of enterprises. Among them, the expressions of “three exemptions and three halvations”, financial subsidies and reducing electricity prices have appeared many times.
According to the statistics of the reporter of Shanghai Securities News, similar policies have become the “standard configuration” of the relevant planning of the computing power nodes of “counting from the east to the west” in Chengdu and Chongqing, Inner Mongolia, Guizhou and Gansu. All localities are catching up with each other in the planning and implementation of supporting policies.
“Planted Wutong tree, attracting Phoenix.” Li Bin described the opportunity brought by “counting from the east to the west” to Zhongwei. “The first mover advantage of the industry is very important. At present, the installed capacity of Zhongwei’s server has been nearly 500000, which is in a leading position.”
Since the release of the policy, the companies interviewed and surveyed have “broken” the threshold of Zhongwei cloud computing and big data Development Bureau. During the interview with the reporter, there were still visitors waiting in the conference room. Li Bin sped up his speed when introducing the situation to the reporter.
Li Bin said that the implementation of the “counting from the east to the west” project and the layout of computing facilities from east to west will drive the effective transfer of relevant industries, promote the data circulation and value transmission between the East and the west, extend the development space in the East, promote the western development and form a new pattern. “For the central defender, this opportunity cannot be missed.”
In the future, Ningxia will actively build a complete “cloud ecology”, strive to build a cloud base in the west, and fully promote the settlement of data disaster recovery center.
listed company’s enclosure
From hardware enterprises, software enterprises to platform technology enterprises, listed companies have made efforts to “count the East and calculate the west” project construction, hoping to get a share of it.
LV Jianwei is not surprised by the “time waits for no man” in today’s local planning.
LV Jianwei said that the rapid development of China’s e-commerce and mobile Internet, as well as the achievements of the digital economy, are inseparable from the high-speed construction of China’s ground network and sky network. In addition to the Beidou navigation and positioning network and the high-speed and intensive 4G / 5G communication network, “East digital West computing” also belongs to an important part of Skynet construction and is a part of China’s high-speed data transmission network construction.
On February 14, Dr.Peng Telecom&Media Group Co.Ltd(600804) and Yuzhong County, Lanzhou, Gansu Province held a symposium on project construction docking Liu Bo, general manager of Dr.Peng Telecom&Media Group Co.Ltd(600804) industrial Internet division, led the team to exchange information on the cooperation project of Dr.Peng Telecom&Media Group Co.Ltd(600804) 5g big data Industrial Park. As early as 2019, the company began to layout Gansu data center and related ecology.
Beijing E-Hualu Information Technology Co.Ltd(300212) has built an 800pb data Lake in Ya’an, Sichuan, and a large number of orders from eastern cities such as Shanghai and Hangzhou have been landed. The company said that it has built a data lake at the national hub nodes of the national computing network, such as Beijing, Tianjin and Hebei, the Yangtze River Delta, Chengdu and Chongqing, Guizhou and Ningxia Beijing E-Hualu Information Technology Co.Ltd(300212) will give full play to the characteristics of low energy consumption of Blu ray storage products of the company and work with strategic partners such as Huawei to provide necessary hardware support and technical support for the construction of low-carbon data center of “counting East and counting West” project.
Dawning Information Industry Co.Ltd(603019) as a core information infrastructure enterprise, it actively participates in the project of “counting from the east to the west”. In July 2021, Dawning Information Industry Co.Ltd(603019) launched computing infrastructure and public computing service platform – computing service, which is operated and managed by its subsidiary Shuguang intelligent computing. It is intended to realize the interconnection of computing power by connecting the computing power resources of data centers all over the country. In August, Dawning Information Industry Co.Ltd(603019) released “ecological integrated big data center”.
\u3000\u3000 “In terms of building a traditional large-scale data center, the company has leading technologies and capabilities such as liquid cooling energy saving, high-end computing and bottom security. However, the construction goal of an integrated big data center requires industrial chain coordination. This is also our original intention to launch an ecological integrated big data center. The company will open more technologies and capabilities and work with partners to promote industrial ecology Innovation. ” Dawning Information Industry Co.Ltd(603019) vice president and general manager of Shuguang digital innovation company he Jisheng said.
Alibaba, Tencent, jd.com and other platform technology enterprises are one step ahead. Qu Haifeng, a researcher at Alibaba cloud infrastructure data center, said that in the future, the construction of data center will also be divided into edge type and centralized type, “the big one is bigger and the small one is smaller; the near one is closer and the far one is farther”.
At present, Alibaba cloud plans to build five super data centers, which are located in Zhangbei, Heyuan, Hangzhou, Nantong and Ulanqab. Among them, Alibaba cloud Zhangbei data center and Xuanhua data center under construction belong to the Beijing Tianjin Hebei hub of the “East data West computing” project.
Tencent cloud has put into operation Gui’an seven star data center in Guizhou hub. In the Chengdu Chongqing hub, Tencent cloud deployed two cloud computing data centers in Chongqing. The first phase was put into operation in June 2018, which can accommodate 100000 servers. It is Tencent’s fourth self built large-scale data center cluster after Tianjin, Shanghai and Shenzhen Shantou cooperation zone. It has become Tencent’s important data center and network center in Southwest China, and has become Chongqing Changan Automobile Company Limited(000625) More than 100 enterprises such as Sohu provide cloud services; The second phase of the project was started in April 2020. After completion, it will have the computing and storage capacity of 200000 servers and become the largest single data center in the western region.
Zhong Yuanhe, vice president of Tencent cloud and general manager of Tencent IDC Platform Department, said that Tencent will choose different data center construction methods such as self construction, co construction and leasing according to the needs of customers. For the whole industry, whether the investment attraction environment of the local government, local network supporting facilities and human resources supporting facilities can keep up with the needs of customers are also important factors that determine the construction speed and effect of “counting from the east to the west”.
JD cloud has also completed the layout of data centers nationwide, and has data centers in National Computing hub nodes such as Beijing Tianjin Hebei, Yangtze River Delta and Chengdu Chongqing. In the Beijing Tianjin Hebei hub, JD cloud Langfang data center adopts liquid cooling, heat recovery and other technologies on a large scale and uses high-temperature water system to cool the CPU, so as to reduce the total carbon emission by more than 10%. In Chengdu Chongqing hub, JD cloud data center located in Chongqing Economic Development Zone has introduced large-scale computing cluster, disaster recovery center, intelligent manufacturing, big data industry manufacturing and R & D projects to gather intelligent industry ecology and provide a new infrastructure supporting model for the region.
When “digital economy” is superimposed with “East number West calculation”, the software leader is also adjusting according to the top-level design of “East number West calculation”. LV Jianwei said that UFIDA will balance the allocation of data storage and computing according to customer needs. “We will build a unified multi cloud management platform according to users’ demands to meet the differentiated needs of users of different sizes, industries and development stages for the cloud platform.” LV Jianwei said that cross platform multi cloud management capability will become an important part of the core competitiveness of software service companies.
rushing up is not advisable
Whether it is the construction of “counting from the east to the west” or the performance of stock prices, rushing in, gathering and dispersing quickly are all harmful without any benefit. The construction of data center has long passed the time of extensive growth.
Relevant research reports show that for every 1 percentage point increase in the computing power index, the digital economy and GDP will grow by 3.3% respectively. And 1.8%.. After the start of the project, the leverage effect on related industries may reach 1:8. In the early stage of the project construction, it is expected to involve the procurement of supporting facilities of computer rooms such as temperature control equipment and power equipment. In the later stage, with the increase of traffic and computing power demand, it may bring further increment to it equipment such as servers, switches and optical modules. Such a huge driving effect has ignited the capital market.
Since the launch of “counting from the east to the west”, relevant concept stocks have continued to be sought after by funds, and Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) and other stocks have been trading continuously. However, when related listed companies interact with investors, they appear more cautious.
As of press time, about 10 companies have issued stock trading announcements, and some companies have received letters of concern Shenzhen Envicool Technology Co.Ltd(002837) , Yimikang Tech.Group.Co.Ltd(300249) , etc. announced successively that the impact of the policy on the company’s business needs to be observed, and prompted investors to pay attention to the follow-up implementation of the policy and the market situation Guizhou Bc&Tv Information Network Co.Ltd(600996) said that the East digital West computing (Guizhou) Industry Co., Ltd. established by equity participation is in the preliminary design and planning stage and has not carried out specific business.
The person in charge of a listed company admitted that whether it is the construction of “counting from the east to the west” or the performance of stock price, rushing in, gathering and dispersing quickly are harmful but not beneficial. The construction of data center has long passed the time of extensive growth. Whether from the control of pue (an index for evaluating the energy efficiency of data center) by policies or the setting of computing power nodes, it is the top-level planning first. It is hoped that while striving for resources, all localities will pay more attention to the long-term planning of local industrial supporting facilities, so as to make the construction useful, usable and good use.
It is worth noting that due to the large construction investment and long cycle, the construction and operation company will face huge investment losses if the digital center cannot be completed on schedule or achieve sufficient shelf availability (the number of servers that have been put on the shelf and started up / the number of servers that can be accommodated by the switchboard). At a time when the concept is so popular, some companies have disclosed the risk that the project cannot be completed on time.
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) recently said that the company’s “Nanjing kaideyou cloud data center project” may not be completed on time. The total investment of the project is expected to be about 1.5 billion yuan. The construction period of the project is expected to be 42 months. The project is planned to be implemented in three phases. However, due to the long construction period of the data center and the impact of the local climate environment, the implementation progress of power equipment and other supporting resources, the project may not be completed on time, which will bring certain risks to the completion of the project on schedule.
Qu Haifeng, a researcher at Alibaba cloud infrastructure data center, admitted that compared with the world’s advanced data centers, the number of data centers in China is large, but the quality is not strong. Large scale, but to some extent, it is a disguised digital real estate, which does not have the processing capacity of computing power and other information platforms. In addition, the energy consumption structure of the data center is not optimized enough, and the proportion of clean energy use lags behind that of international peers in terms of total amount.
It is estimated that the energy consumption of the national data center will reach 216.6 billion kwh in 2021, an increase of 44% over 2020, accounting for about 2.6% of the power consumption of the whole society; Carbon dioxide emissions are about 135 million tons, an increase of 39.15 million tons over 2020, accounting for about 1.14% of China’s carbon dioxide emissions.
Promoting energy conservation and emission reduction in the construction of data center has been put on the agenda. According to the three-year action plan for the development of new data centers (20212023) issued by the Ministry of industry and information technology, it is planned to take three years to basically form a new data center development pattern with reasonable layout, advanced technology, green and low carbon, and computing power scale commensurate with the growth of digital economy.
According to Zhong Yuanhe, the average annual pue of Tencent’s self built data center has fallen below 1.25. At the same time, the energy efficiency of local power grid and the use of renewable energy have gradually become an important consideration for Tencent to locate the data center.
A-share industrial chain companies are also taking positive action Dawning Information Industry Co.Ltd(603019) is advocating the concept of “double circulation” to form a green integrated big data center with two pronged approach. In terms of internal energy-saving cycle, Dawning Information Industry Co.Ltd(603019) started the exploration and research of server energy-saving liquid cooling technology in 2011, and now has more than 50 “liquid cooling” core technology patents. With phase change liquid cooling technology as the core, the company has formed a complete energy-saving and consumption reduction solution within the data center system, which can help the data center realize natural cooling throughout the region throughout the year, and the pue value can be reduced to 1.04 At the level of external low-carbon cycle, the company joins hands with industrial partners to form a green ecological complex with data center as the core, friendly connection with the external environment and sustainable coexistence.
