The National Development and Reform Commission and other departments jointly issued a document agreeing to start the construction of a national computing hub node in Beijing-Tianjin-Hebei, the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, Ningxia, and planning for 10 national data center clusters. Thus, the overall layout and design of the national integrated big data center system has been completed, and the "East Counts, West Counts" project has been officially launched.

Huatai Securities believes that the full launch of the East West Computing means that the digital infrastructure ushered in the long-term (technology) + medium-term (boom) + short-term (policy) triple logic **** vibration. In the short term, the three major modules of digital infrastructure - data centers (IDC), communication base stations, industrial Internet platform top policy has been fully rolled out.

According to the Caixin theme library, the relevant listed companies:

Baoshan Software IDC service leader. The company is a leading provider of IDC services for non-telecom operators in Shanghai and across the country; it has entered into a strategic partnership with Aliyun, and the two sides will explore the use of advanced and mature technology structures and products in the field of cloud computing and big data.

Jialitu The company's main products are precision air conditioning equipment, computer room environment integration products, designed to solve the problem of high energy consumption of old data centers, energy-saving renovation services and data center operation and maintenance services. Data center room environment control field revenue accounted for more than 90% of the company's revenue.