The current plan of "East Data and West Computing" project is 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 plans to set up 10 national data centers cluster.East Data and West Computing project in the digital era has the same importance and value with "South-to-North Water Diversion", "West-to-East Electricity Transmission" and "West-to-East Gas Transmission", which has attracted great attention from the society and the market, was officially launched in an all-round way.
Due to the clear function positioning of each node of East Data and West Computing, it can outline the IDC industry, avoid excessive competition in the industry, and at the same time promote more efficient data centers, benefiting from servers, high-speed optical modules, and computer room cooling, so it naturally drives a large number of outstanding listed companies to enter. Here is the question: What influences of the “East Data and West Computing” policy have on the Listed Companies in China?
To be a listed company that counts things, we could look at the following two indicators:
First, companies with strong scientific and technological research and development capabilities are counted as national-level projects, and only companies with strong scientific and technological strength can get admission tickets. Ordinary companies don't have this opportunity.
Second, a company with a state-owned background is also a confidential project. With the development of the country's digital economy, state owned company could be a spot for such policy.
According to the above two indicators, it is relatively clear to screen listed companies in the east and west. We see the main listed companies in the data center industry: 21Vianet (VNET), GDS (GDS), Sinnet (300383), Baosight Software (600845), Dataport (603881), Dr. Peng (600804), Aofei Data (300738), Wangsu Technology (300017), Sugon, Inspur Information, Yihualu, Tsinghua Unigroup, Yunsai Zhilian, China Great Wall , Dataport, etc.
We can be shortlisted for listed companies that are good for the East Data and the West Computing policy:
1. Sugon, a company with technical support from the National Research Institute, is at the king level in computing power, big data, and cloud computing, and there is a high probability of being able to participate in the future.
2. Chongqing Juesai Technology Co Ltd has extensive experience in the data center construction.
3. Baosight Software Shanghai and even the country's leading IDC service provider for non-telecom operators has the background of central state-owned capital;
4. Athub is one of the few companies in China that serves Alibaba, Tencent, Baidu and other three major companies at the same time.
5. China Great Wall has built the Great Wall localized cloud data center, with the background of central enterprises and state-owned assets;
6. The core business of Yunsai Zhilian is cloud computing big data industry solutions and intelligent products, with the background of state-owned .
The above is a simple analysis and summary of which listed companies are beneficial to East Data and West Computing. It is foreseeable that the East Data and West Computing project will inevitably produce a series of spillover and amplification effects on the basis of consolidating the "base" of the development of the digital economy. In the short term, the IDC construction side has the highest priority, and the medium-term network layer optical communication increment is clear. In the long run, cost reductions will boost computing power, and the long-term increase in the scale of the digital economy is the general trend.
As an authoritative media in the field of data center (ICT), China IDC Quan is also striving to build an "authoritative organization in the field of national new infrastructure industry policy interpretation and implementation". In the context of "carbon neutrality" and "East Data and West Computing", it will occupy the high ground of “new infrastructure” and “East Data and West Computing‘ state project.
