Even close 6 a word limit, this only “east number west calculate” concept stock to fire?

2022-05-01 0 By

February 25, Meili cloud once again a word limit, as of press, reported 11.72 yuan, the turnover of 91.96 million yuan.So far, the stock has closed six daily limit, up 77.31%.The National Development and Reform Commission (NDRC) and other departments have agreed to start the construction of national integrated computing power network hubs in the Beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area, and the Chengdu-Chongqing region.This also marks “east number west calculate” project will enter big plan construction stage.It is another important strategic project in China to transfer data from the east to the west for calculation and processing, similar to south-to-north water diversion and west-to-East electricity transmission.According to a report by Shanghai Securities News, experts estimate that the annual investment volume of the project will reach hundreds of billions of yuan, and the driving effect of the project will reach 1:8 in related industries.It will not only help stabilize growth and revitalize the industrial economy this year, but also promote targeted development of data centers through overall planning and optimization of the layout, and strongly drive upstream and downstream investment in the industry.At the same time, Ningxia recently issued the implementation opinions on promoting the development and application of the big data industry, which will support the big data industry to grow bigger and stronger from various aspects such as reducing electricity prices, financial support and tax relief.As a local listed company in Ningxia, Meili Cloud will directly benefit from the “east number West calculation” project.Securities daily reported, the cloud data center beauty cloud central data center adjust measures to local conditions, make full use of the central region at low temperature, atmospheric environment good for the whole year, the abundant renewable energy and other natural advantages, the first phase of the indirect evaporative cooling technology, USES the international advanced the heat within the data center through different operating mode is transferred to outside,Compared with traditional data centers, the energy saving range can reach more than 50%, and the average annual PUE value can reach 1.1, which truly realizes energy saving, high efficiency, green and environmental protection, and takes a solid step towards carbon neutrality in data centers.For the future prospects of the industry, CICC believes that the east and west is an important foundation for the development of China’s digital economy, and predicts that it will drive annual investment of 100 billion yuan in the next five years.Western Computing will drive the demand of civil construction of data center, supporting facilities of computer room and green electricity in moderate advance. Then, with the downstream demand, data communication equipment such as servers will be put on the shelves.In the medium and long term, Eastern Digital will drive the optimization of the competition pattern of eastern IDC, stabilize the profit level, and there will be new business opportunities on the cloud in the process of east-west data transfer.The development path of the east and West computing is consistent with that of the domestic cloud computing industry.Shen Wan Hongyuan believes that the current “East and West” policy is oriented to divide the demand into two categories, among which the beijing-Tianjin-Hebei region, the Yangtze River Delta, the Guangdong-Hong Kong-Macao Greater Bay Area and other eastern hubs will mainly meet the business with high network requirements, such as industry, finance, medical, video, AI, etc.The Western hub mainly undertakes backstage processing, offline analysis, storage backup and other services.At present, first-tier cities generally have strict limits on data center energy consumption, which will inevitably lead to spilt demand to the first-tier, second-tier and third-tier regions. “Calculating east and West” is equivalent to standardizing the diversion of these demands.Future new resources and upgraded resources will be arranged around these large hubs.Therefore, for the head professional IDC manufacturers in the east, the overall competition pattern is greatly optimized, and they can focus more on the high-value business and benefit in the long run.”The data center industry itself is characterized by heavy assets and long cycles. In fact, what we have to face is the inter-provincial migration of business and data. The verification cycle must be relatively long, and the benefit degree and sequence are very important.”We think the focus should be on opportunities and changes in data centers, equipment chains, supporting temperature control, optical communications and operators.”The agency said.Editor/Tian Ye