(Reporter Chen Jinfeng) Recently, "counting the east and counting the west" has become the most beautiful boy in the capital market. Many public fundraisers believe that "East Counting West Counting" contains long-term investment opportunities, which is good for the data center industry chain and will effectively drive upstream and downstream investment in the industry.
"Counting the East and Counting the West" will leverage hundreds of billions of investment
The People's Daily published a special article saying that looking back on the past, major projects such as the "South-to-North Water Diversion Project," "West-to-East Power Transmission," and "West-to-East Gas Transmission" have played an important role in the overall situation of the mainland's economic and social development. Looking forward to the future, the "East Counting West Calculation" project will surely inject inexhaustible kinetic energy into the mainland's digital economy to become stronger, better and larger, and the high-quality economic and social development.
Computing power facilities are the base for the healthy development of the digital economy and play a huge role in promoting the healthy development of the digital economy. According to estimates, the hashrate index will increase by an average of 1 percentage point, and the digital economy and GDP will grow by 0.33% and 0.18% respectively.
According to the "National Integrated Computing Power Network Guangdong-Hong Kong-Macao Greater Bay Area National Hub Node Construction Plan", CITIC Construction Investment Securities believes that the Guangdong-Hong Kong-Macao Greater Bay Area may carry a large amount of business, and the rack scale is expected to be the larger of the 10 clusters, assuming that the total investment of 10 national data center clusters from 2022 to 2025 is about 400 billion yuan (excluding servers and software), with an average annual investment of 100 billion yuan.
"Counting the East and Counting the West" drives upstream and downstream investment in the industry
For the "East Counting West Calculation", the industry has expressed optimism about a series of industrial investment opportunities it brings.
It is understood that the data center industry chain itself includes not only traditional civil engineering, but also involves IT equipment manufacturing, information and communication, basic software, green energy supply, etc., with a long industrial chain, wide coverage and great driving benefits. According to Huaan Securities, from the general project experience invested and constructed by IDC, 25% of Capex is civil engineering, 15% is power environment, 10% is system integration, and 50% is ICT hardware equipment. Through the construction of new data centers, it will also stimulate investment in traditional infrastructure such as civil engineering, moving rings, distribution networks, and substations, and further help investment to drive stable growth.
Citic Construction Investment Securities Research Report pointed out that digital infrastructure ushered in new opportunities. At present, the spring breeze of digital economy policy is blowing, and the direction of digital infrastructure represented by data centers, gigabit households, communication base stations, and industrial Internet is expected to usher in fundamental improvement. In terms of direction, suppliers who provide data center planning, construction, and data center supporting facilities, such as refrigeration, power supply, and power generation, are expected to benefit the most. Secondly, optical communication suppliers and green energy security suppliers have also benefited significantly.
Many types of companies rush to lay out data centers
In recent years, under the guidance of national policies, many leading enterprises have settled their data centers in the western region.
As a "national team" in the field of communications, Liu Guiqing, deputy general manager of China Telecom, said that China Telecom currently has 794 data centers and 500,000 racks, and the layout is highly consistent with the national hub node site selection, business positioning and classification of core clusters and urban data centers in the national integrated big data center. China Unicom has accelerated the construction and expansion of new data centers in the four major national dongshu hub nodes of the Beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing region to meet the needs of the implementation of major national regional development strategies. In January this year, the first phase of China Mobile (Guangxi) data center project was completed and put into operation.
In huawei, the first phase of the Guian data center has been put into use, and the Guian data center is planned to be Huawei's largest cloud data center in the world, with a capacity of 1 million servers. Alibaba Cloud said that at present, the data centers are laid out in the hub nodes of Beijing-Tianjin-Hebei, Inner Mongolia, Chengdu and Chongqing, and the Zhangbei data center has been put into operation in September 2016, using green energy such as wind power and photovoltaics; the super data center in Wulanchabu layout began to officially provide cloud computing services in June 2020. Tencent Cloud said that in the "East Counting West" guizhou, Beijing-Tianjin-Hebei, Chengdu-Chongqing and other hub nodes have layouts. ByteDance's volcano engine said that it is strengthening the training and recruitment of talents in the western data center, as well as the construction of the upstream and downstream industrial chains of the western data centers, including data center infrastructure, data center related spare parts industry chain and supply chain construction.