On March 1, Zhang Yunming, Vice Minister of the Ministry of industry and information technology, attended the 2022 China Internet Development Symposium and delivered a speech. Zhang Yunming stressed that we will solidly promote the construction and application of 5g, gigabit optical network, data center, industrial Internet and Internet of vehicles. Be the leader of digital technology innovation and breakthrough. We will intensify efforts to tackle key technical problems in mobile communications, integrated circuits, key software, big data, artificial intelligence and other fields.
The Ministry of industry and information technology once again emphasizes the construction and application of data center. Earlier, on February 17, the national development and Reform Commission, the central network 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 and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters.
In terms of A-share investment, Citic Securities Company Limited(600030) believes that from the long-term promotion of the policy, the calculation from the east to the West will be a national long-term project plan, and the impact on the industry will be long-term sustainable. In view of the two questions of the market, the changes brought by the East digital West computing in the industry mainly include: on the transmission side, the construction of long-distance optical network first; On the computing side, servers and other basic computing facilities will maintain the steady growth attribute. At the same time, the procurement led by state-owned assets will be more inclined to domestic independent and controllable domestic CPU and other core components.
The agency pointed out that the state led construction of computing power will bring long-term growth support to ICT equipment. On the computing side, the core recommends Inspur Electronic Information Industry Co.Ltd(000977) , and suggests paying attention to Unisplendour Corporation Limited(000938) , Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ; On the transmission side, with the computing power inclining to the west, the construction of long-distance optical network connection is emphasized in the context of digital network coordination. The core recommends the optical module manufacturer Zhongji Innolight Co.Ltd(300308) . It is recommended to pay attention to Suzhou Tfc Optical Communication Co.Ltd(300394) , Zte Corporation(000063) , Eoptolink Technology Inc.Ltd(300502) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) . Purchasers with state-owned assets such as operators are more inclined to purchase independently controllable products. It is suggested to pay attention to the domestic CPU manufacturer China Greatwall Technology Group Co.Ltd(000066) and so on. In terms of IDC construction, it is suggested to pay attention to China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Kehua Data Co.Ltd(002335) , Guangdong Aofei Data Technology Co.Ltd(300738) , etc.
