The “Eastern data and Western Computing” project has been fully launched, and the data center industry chain continues to benefit
Xinhua Finance Beijing On February 19 (reporter Yan Peng) 18, affected by the “east number west calculation” project fully launched news, A shares on the east number west calculation, state-owned assets cloud, digital economy, edge computing and other concepts of theme strong.According to the analysis, the project belongs to the construction of digital infrastructure, which will expand the effective investment of upstream and downstream industrial chain through the construction of computing power hub and data center cluster.The data center industry has a long chain, wide coverage and strong driving effect, which is expected to fully benefit from the “East and West” project.”East west are” project started recently, the National Development and Reform Commission, the central net letter office, the Ministry of Industry and Information Technology, the National Energy Administration jointly issued by the notice, agreed to in beijing-tianjin-hebei, Yangtze river delta, a large bay area of guangdong, chongqing, guizhou, gansu, ningxia, Inner Mongolia, such as eight national hub node, to start the construction and planning of the ten national data center cluster.At this point, the overall layout design of the national integrated big data center system has been completed, and the project of “East and West Calculation” has been officially launched.”East number west calculation” in the “number” index data, “calculation” refers to the calculation force.”Computing from the East to the West” aims to solve the problem of mismatch in resource distribution. By building new computing power network systems such as data centers and cloud computing, the demand for computing power from the east will be guided to the west in an orderly manner, so as to promote the synergy between the east and the west, optimize the layout of data centers and improve the level of national computing power.According to the head of the high technology Department of the National Development and Reform Commission, the scale of computing power facilities will be expanded, the efficiency of computing power will be improved, and the scale and intensification of computing power will be realized through the construction of nationwide integrated data center layout.Expanding the layout of data centers in the west will greatly increase the proportion of green energy used in data centers and help to absorb green energy nearby in the west.Through the construction of computing power hub and data center cluster, it will effectively drive the investment in upstream and downstream of the industry.According to the National Development and Reform Commission, China’s data centers have reached 5 million standard racks and 130EFLOPS of computing power (1.3 trillion floating point operations per second).With the continuous penetration of digital technology into all fields of economy and society, the whole society still has an urgent demand for computing power, which is expected to continue to grow at a speed of more than 20% every year.Earlier, in November 2021, the Ministry of Industry and Information Technology issued the “14th Five-year Plan for the Development of information and Communication Industry”, which pointed out that to enhance China’s data and computing power facilities and services capacity,It is proposed that the CAGR of China’s data center computing power should reach 27% by 2020-2025, and the PUE of new (super) large data center should be reduced to below 1.3 by 2025.Data center industry chain continues to benefit Data center undertakes the basic functions of the operation of the digital economy. The bearing and operation of AI, cloud computing, blockchain and other applications need their underlying support, and their importance and strategic position is self-evident.The industry believes that the data center industry has a long chain, wide coverage and strong driving effect, which is expected to fully benefit from the “East and West calculation” project.”At present, there is a long physical distance between east and west in China. The project of ‘East and West Computing’ needs to optimize network infrastructure construction, strengthen the integrated design of data center and power network, and guide technological innovation to form the integration of cloud and network, and finally realize the overall construction of the national integrated big data center system.”Hua Chuang Securities Research Institute communications industry chief analyst Han Dong said.Specifically, CITIC Securities believes that the “East and West Computing” project is expected to drive the development of data centers and related upstream and downstream industries and expand industrial investment through the layout of 8 computing power hubs across the country and the formation of data center clusters.It is optimistic about the “East and West” project on IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields of demand driven.In addition to the communication plate as the core base of the “East and West calculation” project is expected to benefit, the “East and West calculation” project also ushered in good news for the development of relevant software manufacturers.Wang Xiangjie, an analyst with southwest Securities Research and Development Center, believes the project is a key step in optimizing the underlying technology of the digital economy.With the rapid development of 5G era, the storage and calculation of a large amount of data is becoming a problem of concern to the whole society. The development of “East and West computing” can not only solve this problem, but also optimize the allocation of computing power resources across the country. Relevant domestic software manufacturers are expected to take the lead in benefiting from this process.Data governance, computing power foundation, basic system construction, digital industry application and other fields deserve focus.In addition, Orient securities chief analysis PuJunYi think computer industry, the financial industry of faith and industry, operators and the promotion is expected to entered a new phase in 2022, industry and the scope of the letter, rhythm, intensity is expected to get continuous attention, domestic server and related ecological manufacturers are expected by “east west are” project development opportunity.Statement: Xinhua Finance is a national financial information platform contracted by Xinhua News Agency.Under no circumstances does the information published on this platform constitute investment advice.