The first anniversary of "counting from the east to the west" has gradually become a new engine of digital economic growth-瞭望新时代网-瞭望时代，放眼世界

The first anniversary of "counting from the east to the west" has gradually become a new engine of digital economic growth

2023-02-17

"Computing power, like water and electricity, has become a necessity in our lives, and it is accelerating its integration into all fields of economic society." Guo Liang, deputy chief engineer of the Institute of Cloud Computing and Big Data of the China Academy of Information and Communications, gave an example to the reporter of Securities Daily, saying that in the process of landing application scenarios such as intelligent manufacturing, smart city, smart medical care, driverless car, etc., the support of Pangda Computing Power is indispensable. Computational power has made our life more convenient and intelligent, and has gradually become a new engine of digital economic growth. On February 17, 2022, the National Development and Reform Commission, the Central Network Information Office, the Ministry of Industry and Information Technology and the National Energy Administration jointly issued a notice agreeing to launch the construction of national computing hub nodes in eight places, including Beijing-Tianjin-Hebei, the Yangtze River Delta, the Great Bay Area of Guangdong, Hong Kong and Macao, Chengdu-Chongqing, Inner Mongolia and Guizhou, and planned 10 national data center clusters, and the "East and West" project was officially launched. Today, the project of "Eastern Digital and Western Computing" has lasted for one year. On February 16, the magazine "Seeking Truth" published the article "Striving to Promote the Effective Improvement of Quality and Reasonable Growth of Quantity" published by the National Development and Reform Commission. The article pointed out that we should accelerate the development of the digital economy, accelerate the implementation of major projects such as "Eastern Digital and Western Computing", and promote the deep integration of the digital economy and the real economy. The orderly promotion of the "East to West" project not only leads the intensive demand for computing power in the east to the west in an orderly manner, makes data elements flow across regions, but also promotes the rapid development of the digital economy and artificial intelligence industry powered by computing power, and puts forward new requirements for the national integrated computing network. The integrated layout of computing power resources has become a new engine to drive economic growth. In January this year, Ukrade Shanghai Qingpu Cloud Base welcomed the first batch of customers, and further realized the sharing of computing power resources with Ukrade Inner Mongolia Ulanchap Cloud Computing Center. The staff of Youkede introduced to the reporter of Securities Daily that Qingpu Cloud Computing Center is mainly used to deploy the core computing business and time-efficient business of enterprises. Ulanqab Cloud Computing Center has the advantages of low electricity price and low temperature natural cooling, and is more suitable for customers who have low requirements on location and delay and are sensitive to cost control. Ji Xinhua, the chairman of Youkede, told reporters: "Some quantitative trading companies in Shanghai, with our assistance, carry out the segmentation and handling of data computing power. The quantitative trading and Internet trading parts are calculated and stored in Shanghai, and a larger number of non-real-time processing data such as data model checking are placed in the Ulanchap Cloud Computing Center." The "East to West" project not only solves the problem of "breaking the head in the east and using low in the west" It provides sufficient computing power for the development of China's digital economy. It also promotes the change of domestic data center resource pattern to show a trend of clustering and east-west balance, and integrates the layout from a national perspective to improve the use efficiency of computing power resources. With the implementation and commencement of the "East to West" project at various national computing hubs, there is also a huge demand for computing infrastructure and communication equipment. According to the analysis of Changjiang Securities Research Report, the project of "counting from the east to the west" is expected to guide the capital to invest in the national computing power hub node and directly drive the investment and construction of the data center. It is expected that during the "14th Five-Year Plan" period, the investment in big data centers will also grow at an annual rate of more than 20%, driving the investment in all aspects

Edit：Hou Wenzhe Responsible editor：WeiZe

Source：Securities Dairy

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