Taking stock of the six most promising "East Data and West Calculation" leaders, China's computing power has ushered in new opportunities
"East Data and West Calculation" is the use of the Internet, big data, artificial intelligence and other technologies to promote the digitalization and intelligence of traditional industries, thereby promoting industrial upgrading and transformation and upgrading. East and West is one of the important directions of China's economic development and an important part of China's innovation-driven development strategy. With the continuous development and popularization of artificial intelligence, 5G and other technologies, the application scenarios of East Data and West Computing are also expanding. In manufacturing, healthcare, logistics and other fields, East Data West Computing technology can improve efficiency, reduce costs, improve service quality, etc. Therefore, East Data West has a broad market space and huge development potential. The following is a list of the six most potential "East Data West Calculation" faucets for your reference.
1. Special information
Fundamentals: The total market capitalization is 8.832 billion, the current price is 9.81, and the profit in the first quarter is -10 million, a year-on-year increase of -246.22%.
Related concepts: The company's related business provision, investment, construction and operation of data centers can be used for related industrial chain projects.
2. Leon Technology
Fundamentals: Total market capitalization 61.14, when the price is 13.14, the profit in the first quarter was 23 million, an increase of 232.7% year-on-year.
Related concepts: The main business is four modules: digital city system services, IDC data center, value-added services of telecom operators and communication network technical services, and the Northwest Base, East China Base, South China Base and Southwest Base are set up to carry out related business.
3. Hengfeng information
Fundamentals: Total market capitalization of 2.698 billion, current price of 16.35, Q1 profit of 0.04 billion, year-on-year increase of -39.46%.
Related concepts: In the field of smart city, the company mainly includes comprehensive solutions such as new smart city and smart government affairs, as well as new infrastructure construction such as data centers and big data services.
4. Baoxin software
Fundamentals: The total market capitalization is 108.9 billion, the current price is 54.39, and the profit in the first quarter is 490 million, a year-on-year increase of 9.66%.
Related concept: The company has core competencies for full lifecycle implementation and management, covering the planning, design, construction and operation of energy-efficient modular data centers. Create a complete, standardized and orderly customer cloud service and high-quality cloud service facility environment, and provide customers with complete machine leasing, server hosting, cabinet leasing, computer room leasing, IaaS, PaaS, SaaS services, etc.
5. Nanxing shares
Fundamentals: Total market capitalization of 4.269 billion, current price of 14.45, Q1 profit of 81 million, a year-on-year increase of 5.51%.
Related concept: The sole network of the subsidiary is a domestic comprehensive cloud service solution provider, and its main business scope includes IDC, cloud computing, cloud networking, security compliance, digital solutions and other services, helping the development of the digital economy in the Guangdong-Hong Kong-Macao Greater Bay Area.
6. Philips
Fundamentals: Total market capitalization of 5.77 billion, current price of 4.02, Q1 profit of 0.05 billion, year-on-year increase of -1.66%
Related concepts: The company invested in the construction of a data center in Lishui, Zhejiang Province, and its subsidiary Tianyun Power provided data center construction and operation and maintenance services for many enterprises.
summary
Although the "East Data West Calculation" sector is trending upward, but there are still many unknown factors in the performance, short-term rise may have the risk of adjustment, if you really want to participate in it, you can wait for the sector adjustment, in the appropriate position to do band operations, so that the risk can be reduced, the specific operation also needs to be combined with the trend of the environment, make a comprehensive judgment.