"Calculate East and Calculate West" is on fire! Technology giants and listed companies are actively deployed.

Following the West-to-East Power Transmission Project and the South-to-North Water Transfer Project, another large-scale cross-regional deployment of land and resources in China officially started-from east to west.

On February 17, the National Development and Reform Commission and other departments officially released the news, agreeing that Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area and Chengdu-Chongqing and other places should start to build national hub nodes of the national comprehensive computing network, and the project of "East Power to West Power" was officially launched. This means that the overall layout design of the national comprehensive big data center system has been completed, and the "East Calculation and West Calculation" project has been officially launched.

On February 18, the A-share data center plate showed a daily limit, and the stocks such as Capital Online showed a daily limit of 20%. Securities Times E Company has learned from many channels that at present, domestic technology giants or listed companies such as Huawei, ZTE, Tencent, Hailanxin, Capital Online, Youkede, Capital Online, Nanling Technology, Zhongqingbao, Wu Tong Holdings, Changshan Beiming, Shengguang Group and Advanced Datacom have all participated in or laid out the related business of "calculating from the east to the west", and some enterprises have made it clear that they will seize this point in the future.

China's computing power is unbalanced between East and West.

In "East Number and West Calculation", "number" refers to data, and "calculation" refers to computing power, that is, the ability to process data. "Computing from east to west" refers to the construction of a new computing network system integrating data center, cloud computing and big data, orderly guiding the transfer of computing demand from east to west, optimizing the layout of data center construction, and promoting the coordinated linkage between east and west.

It is understood that, like water and electricity, the supply of computing power in China is unbalanced. At present, most data centers in China are located in the eastern region. Due to the increasing shortage of resources such as land and energy, the large-scale development of data centers in the eastern region is unsustainable. The western region of China is rich in resources, especially renewable energy, which has the potential to develop data centers and undertake the demand for computing power in the east.

"To this end, we must give full play to the advantages of China's institutional mechanisms, integrate the layout from a national perspective, optimize resource allocation, and improve resource utilization efficiency." The relevant person in charge of the National Development and Reform Commission said that the implementation of the "East Computing and West Computing" project is of great significance for promoting the rational layout of data centers, optimizing supply and demand, green intensification and interconnection.

The above-mentioned people said that the implementation of the "East Computing and West Computing" project is conducive to improving the overall computing capacity of the country, expanding the scale of computing facilities, improving the efficiency of computing capacity, and realizing the large-scale and intensive development of national computing capacity through the construction of a national comprehensive data center. Second, it is conducive to promoting green development and increasing the layout of data centers in the west. It will greatly increase the proportion of green energy and consume the green energy in the nearby west. At the same time, it will continue to optimize the energy efficiency of data centers through technological innovation and replace large data centers with small and low-carbon development. Third, it is conducive to expanding effective investment. The data center has a long industrial chain, large investment scale and strong driving effect. Through the construction of computing hub and data center cluster, it will effectively promote upstream and downstream investment in the industry. Fourth, it is conducive to promoting coordinated regional development. The layout of computing facilities from east to west will drive the effective transfer of related industries, promote the data circulation and value transmission in the east and west, extend the development space in the east and promote the development of the west to form a new pattern.

The relevant person in charge of the National Development and Reform Commission pointed out that a new round of scientific and technological revolution and industrial transformation is reshaping the global economic structure. As the core productivity of digital economy, computing power has become the new focus of global strategic competition.

Listed companies have expressed their willingness to seize the opportunity.

Boosted by the official launch of the "East Calculation and West Calculation" project, on February 18, the A-share data center plate staged a daily limit. At the close, 2 1 stock in the concept section of Oriental Fortune Choice Data Center had daily limit, among which Yimikang, Yakang and Capital Online all had daily limit of 20%, while Orpheus Data, Youkede, Leon Technology, Nanling Technology, Oriental Guo Xin and Halo New Network all rose more than 10%.

At the same time, on the same day, a number of listed companies will seize this historic development opportunity through the interactive platform and WeChat official account. Capital Online is mainly engaged in cloud computing services, IDC hosting and IT value-added, IT outsourcing, communication integration and other information technology services. When answering questions from investors on the interactive platform, the company said that it has 565,438+0 available areas in 23 cities around the world to help enterprises expand their global business; As an important base of digital economy, IDC and cloud computing business of the company have developed rapidly under the great historical opportunity of the country to start the digital economy and the strategy of "calculating the east and calculating the west".

Hailanxin focuses on two business areas: intelligent navigation and marine informatization. The company said that its submarine data center (UDC) is a solution to greatly reduce the energy consumption of "hot data". At present, the PUE energy consumption value of the tester is only 1.078, which fully meets the requirement that the PUE specified in the national strategy "Calculation from east to west" should not be higher than 1.25. The company's current demonstration project in Hainan has been implemented in CNOOC. Next, we will actively seize the historical opportunity period, accelerate the landing of submarine data center projects in Greater Bay Area, Yangtze River Delta, Beijing-Tianjin-Hebei and other regions, and contribute to the national strategic project of "calculating east and west".

Youkede said that it will rely on two self-built cloud computing centers to create a number of typical demonstration scenarios and applications of "East Computing and West Computing" to meet the digital high-quality development needs of enterprises. Its Shanghai Qingpu Cloud Computing Center and Wulanchabu Cloud Computing Center are located in the Yangtze River Delta and Inner Mongolia nodes of the national hub node of the national comprehensive computing network. Among them, Shanghai Qingpu Cloud Computing Center is the first large-scale data center built by the company in a first-tier city, with a total construction area of about 55,400 square meters, to build a demonstration project of ecological and green integration development in the Yangtze River Delta, and the expected production time is 2022. Wulanchabu Cloud Computing Center is located in Jining Big Data Industrial Park, the national hub node of computing network in Inner Mongolia Autonomous Region.

Nanling Technology said that as a provider of digital infrastructure-information transmission network services, the private network services provided by the company, including virtual private network services and enterprise-level Internet access services, are important links in data transmission. The company has set up more than 60 business nodes in 36 cities across the country to help enterprises build professional "information superhighway". The vigorous promotion of the strategy of "calculating the east and the west" will have a positive impact on the company.

Wu Tong Holdings said that its subsidiary Wu Tong Optoelectronic Zhilian Technology (Wuhan) Co., Ltd. mainly produces optical interconnection products for data center scenes, including 10G to 100G multimode optical modules and active optical cables (AOC). At present, it has achieved certain sales, but it accounts for a small proportion in the company's total operating income.

In addition, Zhongqingbao said that its company Baoteng Internet mainly operates Shenzhen Guanlan Cloud Data Center and Leshan Future City Cloud Data Center; Changshan Beiming revealed that the first phase of the company's cloud data center project has been operated and is ready to invest in the second phase of the project; Shengguang Group said that the company's data center business aims to provide customers with marketing cloud services; Advanced Datacom said that the company is not directly engaged in data center operations, and the company provides IT infrastructure construction and operation and maintenance services for large and medium-sized financial and Internet companies.

Technology giants such as Huawei, Tencent and ZTE have taken the lead in layout.

With regard to the "East Computing and West Computing" project, technology giants such as Huawei and Tencent have already invested heavily.

"Huawei Cloud actively participates in East-West computing projects and is an important participant and practitioner of East-West computing projects. Since 20 17, Huawei Cloud has gradually increased its data center layout in the western hub node, with an annual investment of several billion yuan. " According to Huawei sources, in 20 17, Huawei proposed the layout of cloud data centers in Nangui and Beiwu, and plans to build super-large data center bases in Gui 'an New District and Wulanchabu Big Data Industrial Park, with more than 6,543,800 long-term servers, which have been put into use at present. In the future, 60%-80% of data centers will be located in the west, and East-West computing will be actively practiced.

As an enterprise, how will the enterprise benefit from the project of "calculating the east and the west"? Huawei believes that the "East Computing and West Computing" project will help Huawei Cloud to serve customers nearby, avoid redundant construction, save costs and improve service quality. At the same time, it will help the company to use renewable energy nearby, improve the utilization rate of renewable energy, and help enterprises achieve the goal of double carbon.

It is also known that on May 29th, 2008, 2065438+,Tencent Gui 'an Qixing Data Center officially started the first phase of trial operation. 2065438+ June 2008, the first phase of Tencent Western Cloud Computing Data Center (located in Chongqing) has been put into use, which can accommodate 65438+10,000 servers. It is the fourth large-scale data center cluster built by Tencent after Tianjin, Shanghai and Shenzhen-Shantou Cooperation Zone, and has become an important data center and network center of Tencent in southwest China. In April 2020, the second phase of Tencent West Cloud Computing Data Center officially started construction, covering an area of 107 mu with a construction area of 74,000 square meters. It is planned to build Tencent's first Tbase park in southwest China, which will have the computing and storage capacity of 200,000 servers and become the largest single data center in western China.

Which sectors will benefit?

How will investors grasp the investment opportunities of the project of "calculating east and calculating west"?

The high-tech department of the National Development and Reform Commission said that the industrial chain of the data center includes not only traditional civil engineering, but also IT equipment manufacturing, information and communication, basic software and green energy supply. The industrial chain is long, involving a wide range of categories and playing a leading role.

It is worth noting that some media have learned from authoritative sources that through the construction of computing hubs and data center clusters, the upstream and downstream investment in the industry will be strongly promoted, and it is estimated that the annual investment will be 400 billion yuan after the start.

The research report released by Capital Securities on the morning of February 18 pointed out that the East-West computing project is a new infrastructure and needs to build a new data center. The data center needs many high-performance computing chips, and the demand for high-performance computing chips, communication chips, interface chips and other related hardware facilities is expected to continue to increase, which will usher in good performance.

"We believe that' east calculation and west calculation' is a strategic layout to promote the development of the digital economy and is expected to lay a solid foundation for the digital economy." Orient securities said that during the Tenth Five-Year Plan period, the construction of computing infrastructure is expected to enter a new round of boom cycle, and domestic servers and related eco-manufacturers will usher in development opportunities.

Guo Sheng Securities believes that the full launch of the project of "Computing East and Computing West" and the development direction determined by the digital economy will be a great opportunity for the whole data communication field. The continuous high-speed growth of computing power and traffic is an inevitable trend, and the continuous construction and expansion of supporting infrastructure is a rigid demand, which has high certainty in the next 3-5 years. At present, the development trend of global science and technology all points to the deterministic opportunities of computing power and traffic. 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.

Huang Yayuan, chief analyst of CITIC Securities Communications, said that the data center, as a representative of new infrastructure, has a long industrial chain, wide coverage and strong driving effect, and is expected to fully benefit from the promotion of the "East Computing and West Computing" project. We are optimistic about the demand-driven "East-West Computing" projects in IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communications and other fields.