In the morning of February 18, more than 10 shares such as Emicon, Capital Online, Jialitu, True Vision, and Meiliyun rose and stopped, and Sinnet, Yihualu, and Inspur Information also soared.
On the news side, according to the National Development and Reform Commission, the national integrated big data center system completed the overall layout design, and the "East Number West Calculation" project was officially launched.
The "Counting East and Counting the West" project was officially launched
The National Development and Reform Commission, the Central Cyberspace Administration, the Ministry of Industry and Information Technology, and the National Energy Administration recently jointly issued a document agreeing to start the construction of national computing power hub nodes in Beijing-Tianjin-Hebei, yangtze river delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, and Ningxia, and planning 10 national data center clusters such as Zhangjiakou cluster. At this point, the national integrated big data center system has completed the overall layout design, and the "East Number West Calculation" project has been officially launched.
Sun Wei, deputy director of the Department of Innovation and High-tech Development of the National Development and Reform Commission and a first-level inspector, said that through the construction of a nationally integrated data center layout, the scale of computing power facilities will be expanded, the efficiency of computing power use will be improved, and the scale and intensification of computing power will be realized. Increasing the layout of data centers in the western region will greatly increase the proportion of green energy used in data centers, which will help to absorb green energy in the western region nearby. Through the construction of computing power hubs and data center clusters, it will effectively promote upstream and downstream investment in the industry.
Which industries are good?
Up to now, the scale of continental data center has reached 5 million standard racks, and the total investment scale is about 500-750 billion yuan according to the investment of 100,000-150,000 yuan per standard rack. "Counting east and counting west" involves central enterprises such as 4 cities, 8 provinces and 2 districts and three major telecom operators, assuming about 50 demonstration projects, driving about 100 billion yuan of investment scale.
Donghai Securities believes that the "East Counting West" project belongs to the construction of digital infrastructure, that is, new infrastructure. Through the construction of computing power hubs and data center clusters, the effective investment in the upstream and downstream industrial chains will be expanded, and the economy will be helped to achieve stable growth. The data center industry chain includes not only traditional civil engineering, but also IT equipment manufacturing, information and communication, basic software, green energy supply, etc., and the follow-up may have a certain boost to the relevant industrial chain.
Guosheng Securities believes that the comprehensive launch of the "East Number West Calculation" and the development direction determined by the superimposed digital economy will be a big opportunity for certainty for the entire digital pass side, the sustained rapid growth of computing power and traffic is an inevitable trend, the continuous construction and expansion of supporting infrastructure is a rigid demand, and the next 3-5 years will have high certainty. Combined with the current global technology development trend, technology giants at home and abroad have increased investment in the layout of the future, all pointing to the certainty opportunities of computing power and traffic, and the development of computing power, traffic and even applications will also drive the construction of mobile networks, and 5G and related industrial chains will continue to benefit as the core.
Huatai Securities believes that the full launch of "East Counting and West Counting" means that digital infrastructure has ushered in a long-term (technology) + medium-term (boom) + short-term (policy) triple logical resonance. Focus on the data center and its upstream server + optical module, base station equipment and its upstream PCB.
Guolian Securities believes that the "East Number West Computing" project will focus on supporting innovative content such as green data centers (green energy conservation, renewable energy and energy storage), efficient scheduling of computing power (cloud computing), and controllable computing power innovation (domestic basic software and hardware, cloud platform, big data analysis). The "East Counting West Calculation" project will drive the demand opportunities for data center operations and the supply of civil engineering, IT equipment manufacturing, information and communication, basic software, and green energy supply in the data center operation and its industrial chain.
Which companies benefit the most?
Guojin Securities believes that the relevant policies have laid the main tone for the four departments to encourage the healthy development of the IDC industry. As of now, the continental hashrate has reached 130 EFLOPS (1.3 trillion floating-point operations per second). With the increase in the penetration rate of the digital economy, computing power has become an important infrastructure for the development of the national economy. In the future, more traditional enterprises will go to the cloud, the cloud computing industry chain as the base of the digital economy will continue to be booming, and the overall growth rate of the industry is expected to be more than 20%, recommendIng Kehua Data, Invic, China Mobile, Inspur Information, and ZJI Innolux.
CITIC Securities believes that as a representative of the new infrastructure, the data center industry chain is long, the coverage is wide, and the driving effect is strong, which is expected to fully benefit the promotion of the "East Number West Calculation" project. It is recommended to focus on operators, computer room temperature control, ICT equipment & optical modules, optical communications, IDC and other subdivision industry leaders, including China Mobile, China Telecom, China Unicom, Invic, Jialitu, Tsinghua Unigroup, Tianfu Communications, ZTE, Zhongji Innolux, Xinyisheng, Zhongtian Technology, Hengtong Optoelectronics, Changfei Optical Fiber, Baoxin Software, Sinnet, Kehua Data, Aofei Data, etc.
According to the analysis of Guosen Securities, with the continuous increase in the construction of "new infrastructure" represented by "data-centric" in the mainland, funds will continue to tilt to the big data industry. In the "14th Five-Year Plan", the construction of big data centers was mentioned together with 5G and industrial Internet, which became an important aspect of the future national strategy. Suggested attention: Zhongtian Technology, iFLYTEK, etc.