Financials, Technology Feb 18, 2022 08:39 AM (GMT+8) · EqualOcean
CITIC Securities pointed out that the national development and Reform Commission jointly issued documents and agreed to start the construction of National Computing hub nodes in 8 places such as Beijing, Tianjin and Hebei. At the same time, it is further planned to set up 10 national data center clusters in the computing hub to specifically undertake the construction of large / super large data centers, marking the official launch of the "Eastern digital Western computing" project. Previously, China has successively issued a number of policies to plan the intensive, large-scale and green development of data centers. As a representative of the new infrastructure, the data center has a long industrial chain, wide coverage and strong driving effect. It is expected to fully benefit from the promotion of the "counting from the east to the west" project. It is suggested to focus on operators, computer room temperature control, ICT equipment & optical module, optical communication, IDC and other industry leaders, including China Mobile, China Telecom, China Unicom, yingvik, jialitu, Ziguang, Tianfu communication, ZTE, Zhongji xuchuang, xinyisheng, Zhongtian Technology, Hengtong optoelectronics, Changfei optical fiber, Baoxin software, Guanghuan Xinwang, Kehua data Aofei data, etc.