In the era of digital economy, computing power is everywhere, and China has always attached great importance to it, and recently issued important documents to help the development of the industry.
According to the first road on December 26, the five departments recently jointly issued the "Implementation Opinions on Accelerating the Construction of a National Integrated Computing Network for the In-depth Implementation of the "Eastern Data and Western Computing" Project (hereinafter referred to as the "Implementation Opinions"), which clearly stated that by the end of 2025, the comprehensive computing infrastructure system will take shape.
Policies to deepen the "Eastern Data and Western Computing" project to unleash the potential of computing power
In May 2021, multiple departments jointly issued the "Implementation Plan for the Computing Hub of the Collaborative Innovation System of the National Integrated Big Data Center", proposing the "Eastern Data and Western Computing" project for the first time. In February 2022, China launched the construction of national computing hub nodes in Beijing, Tianjin and Hebei, and planned 10 national data center clusters.
The original intention of the construction of "Eastern Data and Western Computing" is to serve the digital economy. The "number" in "Eastern Data and Western Computing" refers to data, and "computing" refers to computing power, that is, the ability to process data. According to the data, "Eastern Data and Western Computing" is to build a new computing network system that integrates data centers, cloud computing, and big data, guiding the demand for computing power in the east to the west in an orderly manner, optimizing the construction layout of data centers, and promoting the collaborative linkage between the east and the west.
Since then, in order to promote the development of the computing industry, China has issued a number of policy guidance documents. Recently, the five departments jointly issued the "Implementation Opinions" to deepen the implementation of the "Eastern Data and Western Computing" project, further release the potential of computing power, and accelerate the growth of the computing industry.
According to reports, the "Implementation Opinions" start from the integrated layout of general computing power, intelligent computing power and super computing power, the integration and coordination of computing power in the eastern, central and western regions, the integrated application of computing power and data and algorithms, the integration of computing power and green power, and the integration of computing power development and security to promote the construction of a national integrated computing power network with network scheduling, inclusive and easy to use, green and safe.
In terms of construction goals, the "Implementation Opinions" proposes that by the end of 2025, a comprehensive computing infrastructure system will take shape. The new computing power in the national hub node area accounts for more than 60% of the new computing power in the country, and the utilization rate of computing power resources in the national hub node significantly exceeds the national average.
The construction of the computing power network can be expected to accelerate, and many institutions will provide new insights
Not long ago, ** released the draft of the "Data Element X" Three-Year Action Plan (2024-2026)" for comments, and Dongfang** believes that it will promote the landing of the scene side, and the construction of the computing power network can be expected to accelerate.
Since the beginning of this year, the relevant sectors of the computing power foundation of the A** field have undergone many rotations, and near the end of the year, with the release of the "Implementation Opinions", various institutions have new insights into the investment in the computing power sector.
Huatai ** said that in the short and medium term, computing power leasing is expected to alleviate the shortage of computing power in a more cost-effective way through the efficient use of existing resources. From the perspective of market development trends, IDC predicts that the scale of domestic intelligent computing power will reach 1271 in 20264 eflops。Based on this, Huatai ** expects that the potential revenue space of the domestic computing power market in 2026 will be about 2628200 million yuan, with a potential profit margin of about 754800 million yuan. As enterprises continue to enter the computing power leasing industry, the future industry competition may revolve around capital reserves and continuous operation capabilities. It is recommended to pay attention to the relevant targets of the industrial chain, Hongbo shares, Zhongbei Communications, Winner Technology, and Li Tong Electronics.
In the field of domestic computing chips, many companies have recently announced the progress of new products. The Cambrian 590 is expected to be mass-produced in the first half of 2024;The R&D of Haiguang Information Deep Computing No. 3 is progressing smoothly;The new generation of CPU Loongson 3A6000 independently developed by Loongson Zhongke was also officially released on November 28. Debang ** said that the domestic computing power industry chain is expected to usher in a large-scale "singularity".
It is worth mentioning that Tianhe Defense (300397As a representative of Shaanxi's hard science and technology strength, SZ) keeps up with the pace of digital transformation and continues to be committed to scientific and technological innovation. In the field of computing power, the company actively deploys and focuses on the construction of Tianrong Big Data (Xi'an) Computing Center. According to the company's planning, the project will be divided into two phases of construction. After the completion of the first phase of the project, a hyperscale data center with 17,600 cabinets will be formed to meet the needs of large-scale data processing and storage. After the completion of the second phase of the project, it will accommodate 4,000 big data professional and technical personnel to carry out data processing services and digital intelligent application business. According to the company, after the completion of the two phases of the construction project, it is expected to form an annual operating income of 31658.3 billion yuan (tax included), injecting strong impetus into local economic development.