Zhi DongXi (public number: zhidxcom)
Author | Yang Chang
Edit | Three Norths
Zhidong reported on March 14 that in recent days, with the decline in market shocks such as A-shares, the hotly speculated "East Number West Calculation" concept stocks have also calmed down slightly.
▲The trend of the concept stock of "East Number West Calculation" (Source: Oriental Wealth Network)
However, compared with the "East Number West Calculation" project official announcement nearly a month ago, the "East Number West Calculation" concept stock sector still has a lot of gains. Take the concept stock sector of Oriental Wealth Network's "East Number West Calculation" as an example, the sector index closed at 1036.39 points on March 14, compared with 913.22 points on February 17, an increase of 13.49%.
According to our statistics, nearly 81 related concept stocks have stood out in this past month, and the highest increase is still maintained at 143.80%, involving data centers, servers, optical modules, temperature control equipment, cloud services and other industrial chain links.
▲The stock price trend of Meili cloud
On February 17, it was a historic day, following the "South-to-North Water Diversion Project" and "West-to-East Power Transmission", the national-level project "East Number West Calculation" project was officially launched, detonating the concept stock of "East Number West Calculation". (Moments in History!) "Counting the East and Counting the West" National Project launched in an all-round way)
On February 18 and 21, the entire concept stock sector rose the most, also taking the "East Number West Calculation" concept stock sector of Oriental Wealth Network as an example, which rose more than 9%. At the close of trading on February 18, Many shares such as Sinnet, Shagang Shares, and Guiguang Network rose and fell. At the close of trading on February 21, Capital Online, Nanling Technology, Insigma and other stocks rose and fell.
On February 22, the concept stock of "East Number West Calculation" continued to strengthen. On February 23, the concept stock of "East Number West Calculation" increased to a recent high, and compared with February 17, the concept stock of "East Number West Calculation" rose by more than a quarter.
Since February 22, some concept stocks that have soared have attracted the attention of regulators. Including Nanling Technology, which had risen by more than 34% at that time, and Emikang, which had risen for 4 consecutive trading days, all received letters of concern and were asked to disclose or explain whether their business was related to the "East Number West Calculation" project and other relevant information.
On February 24, there was a significant pullback in the concept stocks of "East And West", but it did not affect the rally in the following days.
However, since March 3, due to various factors such as supervision and the overall trend of the stock market, the performance of the concept stocks of "East Numbers and West Calculations" has been slightly sluggish and continued to decline. Among them, since March 9, the concept stock of "East Number West Calculation" has risen slightly by a few points.
"Counting east and counting west" is a national project, from planning to implementation, the cycle is relatively long. Many "East Numbers West Counting" concept stocks have taken advantage of the "East Number West Counting" to catch fire, but can they really participate in the "East Number West Calculation" project and get substantial benefits because of the "East Number West Calculation"? These problems are concerned by many people.
How is the 81 "East Number West Counting" concept stock virtual reality? At the moment, the tide of capital has fallen slightly, and it is time for us to explore this in depth.
First, the concept of "counting the east and counting the west" has caught fire
Last month, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued a notice agreeing to start the construction of national computing power hub nodes in 8 places, including Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. The "Counting East and Counting the West" project was officially launched.
The concept stock of "Counting East and Counting West" also caught fire. According to the data of Oriental Wealth Network, Flush, Tencent Self-Selected Stocks, Snowball and Sina Stocks, as of March 14, there were at least 81 "East Number West Calculation" concept stocks, and many well-known large enterprises were listed among them, such as Unigroup Shares, Zhongke Shuguang, Inspur Information, Cambrian, Yi Hualu and so on.
▲ "East number West Calculation" concept stock
In the past month, the concept plate of "East Numbers and West Calculations" has shown an overall growth trend. There are 42 stocks that have risen in the concept of "East Number West Calculation", compared with 16 stocks that have risen by more than 20% a month ago, of which the highest increases are Mei Liyun, Emacon and Black Peony. There are 39 stocks in the concept of "East Counting and West Counting", of which 2 have fallen by more than 20%, which is Huayang Lianzhong and massive data.
During this period, the highest recorded increase was 143.80% for Millikan, followed by Emacon with a gain of 120.97%.
Founded in 1998, Meili Cloud started as a papermaking company and began to enter the cloud computing field in 2016, investing in the construction of data center projects in Ningxia Zhongwei.
Founded in 2002, EMACOM is a green solution provider for the whole life cycle of digital infrastructure, listed on the Growth Enterprise Market (GEM) in 2011. The company mainly provides key refrigeration equipment for data centers and precision environments, and has cooperated with Huawei in the fields of data center dynamic ring monitoring, precision temperature control equipment, and operation and maintenance.
Second, data center operation enterprises are the mainstay, and subdivisions such as temperature control are good
We can see that these 81 "East Counting West Calculation" concept stocks include enterprises that have built a number of data centers, such as Dataport, Yihualu, Kehua Data, Youkede, etc.; there are also enterprises that provide related software to data centers, such as Donghua Software, etc.; there are domestic telecom operators, such as China Mobile, China Unicom, etc.; there are also enterprises that provide ICT core equipment such as servers for data centers, such as Sugon, Inspur Information, Tsinghua Shares, etc There is also a Shenling environment that specializes in providing precision temperature control equipment such as refrigeration and air conditioning for data centers.
1. Telecom operators: data center computer rooms are all over the country
In the domestic data center market, China Mobile, China Unicom and China Telecom occupy a very large share. China Mobile and China Unicom are also the two companies with the highest market value in the concept stock of "East Counting west".
China Mobile adopts the form of "4+3+X" to carry out the construction of domestic data center business layout. "4" represents the construction of data centers in the four hot spots of Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area and Chengdu-Chongqing, "3" represents the construction of data centers in Hohhot, Harbin and Guiyang, and "X" represents the construction of corresponding provincial-level centers and business nodes in each province.
From a planning point of view, in the hub area of "Counting East and Counting West", China Mobile has long carried out the corresponding data center layout.
China Unicom is based on the "5+4+31+X" form of data center layout. Focusing on the "counting of the east and counting the west", China Unicom mentioned that it should accelerate the construction of high-grade data centers in the four regions of Beijing-Tianjin-Hebei, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing region, build a data center in the 4 areas of Mongolia, Guizhou, Ganning, and carry out the construction of provincial new data centers according to demand, and flexibly deploy X edge data centers.
2, IDC operators and cloud computing enterprises: build a large number of data centers
IDC operators and cloud computing companies occupy "half of the country" in the concept stock of "East Number West Calculation" with a market value of more than 10 billion, and some companies' main business is IDC and cloud computing services, and some of their subsidiaries' main business is IDC and cloud computing services.
Among them, the concept stock company with the highest market value focusing on IDC operation and maintenance is Sinnet. Sinnet's IDC business has formed a multi-regional layout with Beijing as the center radiating Beijing-Tianjin-Hebei and Shanghai as the center radiating the Yangtze River Delta. In addition, Sinnet is also exploring a new model of data center project construction, and cooperating with China Telecom Urumqi Branch in Urumqi, Xinjiang to build a data center room. Operators are responsible for local land, power supply plan implementation, network cooperation, etc., and Sinnet is responsible for investing in data center mechanical and electrical equipment, computer room operation and maintenance, etc.
The main business of State Grid Information and Communications is to provide the installation and commissioning of servers, storage and other equipment for various types of data centers, as well as the construction and operation of its own data centers. State Grid Information and Communications operates data centers in multiple core nodes across the country.
Yi Hualu has also been in the data center field for many years, and has built data lakes in key areas such as Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, and Chengdu-Chongqing. Data lake is an upgraded version of the big data center with the basis of the optical electromagnetic super intelligent storage system that efficiently reduces the energy consumption and cost of data storage, collects, organizes and opens data elements, and serves artificial intelligence and cloud computing.
Dataport is also an important player in the IDC industry, and in 2016 it built a large-scale data center in Zhangbei that uses wind and solar energy as the main energy source.
Compared with its upstream players and downstream players, IDC operators and cloud computing enterprises may have more data centers, and they are also the industry chain players who may most directly benefit from the "East Counting West Calculation" project.
3, software and hardware are the core equipment, while the data center should also be "core"
Compared with IDC operators and cloud computing companies, enterprises responsible for providing software and hardware equipment for data centers are equally important and closely related to the development of the data center industry.
Tsinghua Unigroup, Sugon, Inspur Information and other enterprises can provide the ICT equipment required for data centers and build data centers. For example, Shuguang participated in the construction of Hefei Advanced Computing Center, Inspur participated in the construction of Nanjing Intelligent Computing Center and so on.
At the same time, software manufacturers such as Donghua Software sometimes participate in the construction of data centers, for example, its subsidiary Beijing Donghua Hechuang Technology Co., Ltd. has contracted the first phase of the SOUTHEAST Health and Medical Big Data Center IT infrastructure process construction process collection contracting project.
There are also more upstream chip companies in the concept stock of "East Number West Calculation", like Fudan Microelectronics. Fudan Microelectric's main products include a variety of chips such as FPGA chips, which can be used in the data center field.
4, data center temperature control and energy management has soared stocks
One type of enterprise in the concept stock of "East Number West Calculation" is data center temperature control and energy management enterprises, including Black Peony, Invik and so on. With the rise of the concept of green data center, data center construction and operation enterprises have higher requirements for how to reduce data center energy consumption and more intelligently control data center temperature.
Moreover, as of March 14, among the concept stocks of "East Number West Calculation", the company stock that has risen second only to Emicom and Meiliyun in the past 20 days is a data center temperature control and energy control enterprise stock: Black Peony has risen by 89.62% in the past 20 days.
Founded in 1993, Black Peony is a new infrastructure enterprise. Its subsidiary, Aite Network Energy, mainly provides related infrastructure products for data centers and industrial new energy fields, mainly including data center heat dissipation, micro-modules, power management and other products.
Invic is a provider of precision temperature-controlled energy-saving solutions and products that provide cooling equipment for data centers. Its products are provided directly or through system integration to IDC operators, Internet companies, etc. Invic has also provided refrigeration products for Tencent, Alibaba, Qinhuai Data, etc.
5. Some "far" concept stocks are far from the concept of "East Counting West"
There are some concept stocks with low correlation with "East Number West Calculation", such as some companies are smart city direction, digital marketing direction, traditional industry, etc., there is currently no data center or "East Number West Calculation" directly related to the business, but it is also inextricably linked with the data center.
Like Shagang Co., Ltd., whose main business is the steel industry, there is currently no data center related business involved. The controlling shareholder of Shagang shares is Shagang Group, which owns GS, the largest data center company in Europe.
Third, the supervision of admission, the "East Number West Calculation" project is still in its infancy
After the popularity of the concept of "East Number West Calculation", relevant regulators have paid attention to and inquired about the continuous growth of concept stock companies. For example, on February 22, Nanling Technology, a concept stock related to "East Number West Calculation", received a letter of concern from the Shenzhen Stock Exchange. On February 24, Emicon received a letter of concern. On February 28, the Shenzhen Stock Exchange issued a letter of concern to Zhizhen Technology.
The concept stock of "East Number West Calculation" includes related enterprises in the upper, middle and lower reaches of the data center industry, most of which have business related to the "East Number West Calculation" project, and there is a certain chance to participate in the construction of the "East Number West Calculation" project in the future.
"Counting east and counting west" has a long investment cycle and is also a category of new infrastructure projects. At present, the number of data centers in China is large, and most of the data centers are built by enterprises in their own selected regions. The state's promotion of the "East Counting West" project is to make the country's computing power more balanced and help the development of more regions.
At present, the "east number and west calculation" is still in its infancy. With the construction of hub nodes and data center clusters, "East Counting West" has a large market space. How to eat these "cakes" smoothly depends on the company itself.
Conclusion: Behind the sharp rise in the concept stock of "East Number West Calculation", the opportunities in the subdivision field are displayed
Many companies in the concept stock of "East Counting West Calculation" have really done data center-related layout and research and development for many years, such as China Unicom, China Mobile, Sinnet, Shuguang, Inspur and so on.
The data center industry chain is long, including traditional civil engineering, software and hardware facilities, energy and other aspects, and enterprises in various related subdivisions may benefit from the "East Counting West Calculation" project.
There are still many enterprises that are not included in the 81 "East Number West Calculation" concept stocks for the time being, which does not mean that they will not participate in the "East Number West Calculation" project and benefit from the "East Number West Calculation" of the "East Wind".