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In order to implement the opinions of the CPC Central Committee and the State Council on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization, make unified deployment in accordance with the action plan for carbon peak before 2030, orderly promote the green and high-quality development of new infrastructure represented by data center and 5g, and give play to its role of “one industry leads all industries”, To help achieve the goal of carbon peak and carbon neutralization, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly studied and formulated the implementation plan for implementing the requirements of carbon peak and carbon neutralization goal and promoting the green and high-quality development of new infrastructure such as data center and 5g.
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This time, the national development and Reform Commission has determined the goal of green and high-quality development of the data center and six main tasks.
Development goal: 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 overall utilization rate of the national data center has increased significantly, the utilization rate of the western data center has increased from 30% to more than 50%, and the supply and demand of computing power in the East and West is more balanced. The energy efficiency of 5g base station is improved by more than 20%. The dynamic monitoring mechanism of data center and 5g energy consumption has been basically formed, and the comprehensive output measurement system and statistical methods are basically sound. Based on the green and high-quality development of data center and 5g, comprehensively support the digital transformation and upgrading of various industries, especially traditional high energy consuming industries, help achieve the overall goal of carbon peak, and lay a solid foundation for carbon neutralization.
Main tasks: 1) strengthen overall layout. Optimize the construction layout of the data center, support the non real-time computing power demand in the eastern region and transfer to the western region. Backbone enterprises in the data center are encouraged to take the lead in completing the layout. Strictly control the construction of new data centers outside the national hub nodes, strengthen the overall guidance for the construction of data centers, and resolutely avoid the blind and disorderly development of data centers. 2) Improve computing power and energy efficiency. Support basic telecom operation enterprises to carry out 5g Network Co Construction and sharing and different network roaming. We will accelerate the withdrawal, upgrading and transformation of old high-energy consuming equipment, and promote the construction of intelligent multi-functional lamp poles. Release the list of national green data centers. The power utilization efficiency of newly built large and super large data centers shall not be higher than 1.3, and gradually carry out energy-saving and carbon reduction transformation for data centers with power utilization efficiency higher than 1.5. If the overall shelving rate of the data center in the region (completed and put into operation for more than 1 year) is less than 50%, it is not supported to plan new data center clusters and new large and super large data center projects. 3) Innovative energy-saving technologies. Encourage the use of efficient and environmentally friendly refrigeration technology to reduce energy consumption. Support the data center to build the data center by means of new machine room precision air conditioning, liquid cooling, cabinet modularization and comprehensive utilization of waste heat. Accelerate the promotion and application of energy-saving 5g base stations, and support the tackling of high-efficiency and energy-saving technologies such as silicon carbide RF devices.
4) Optimize energy-saving mode. Encourage the application of artificial intelligence technology in data center and 5g network management, and promote energy conservation and consumption reduction in data center according to local conditions. 5) Promote transformation and upgrading. Give full play to the important supporting role of data center and 5g in promoting the digital transformation of traditional industries, promote traditional industries such as coal, steel, cement, nonferrous metals, petrochemical and chemical industry to accelerate the pace of “using digital intelligence to go to the cloud”, transform the “watt” industry into a “bit” industry, and realize low-carbon green development by relying on industrial leapfrog upgrading.
We believe that the implementation plan focuses on guiding the industry to clear the high energy consumption data center as soon as possible, improve the utilization rate of green energy, and balance the computing power supply and demand of data centers nationwide. All localities will continue to launch corresponding policies to ensure the implementation of the implementation plan and accelerate the optimization of the data center industry pattern.
The clearing of the industry is accelerated, and the rent of the data center is expected to hit the bottom and rebound. Under the data center investment boom in 2020, IDC market supply increased significantly in the first half of 2021, resulting in the decline of data center rent to a certain extent.
The scale of data center construction projects in 2021 has decreased. Under the background of the national clear carbon neutralization goal, the data center policies issued by various regions have continuously improved the requirements on energy consumption indicators, and the scarcity of data centers in first tier cities will be more severe. At the same time, the stricter energy-saving requirements will drive the increase of the entry threshold of data centers, and the data center price is expected to hit the bottom and rise. Relevant beneficiaries are third-party data center manufacturers Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Guangdong Aofei Data Technology Co.Ltd(300738) with rich front-line core resources, clustered scale resources and sufficient later expansion capacity; High speed optical module manufacturers Eoptolink Technology Inc.Ltd(300502) , Zhongji Innolight Co.Ltd(300308) upstream of the data center; Data center precision temperature control manufacturers Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , etc.
Risk tip: the development of 5g application is less than expected, and the development of cloud computing is less than expected.
(Huachuang securities)
