3月7日,两条重磅消息轰动了业界。首先是国务院进行的机构改革中,提请将于近期成立国家数据局,这意味着为数字产业来了更高层次的规划、指导和监管,也意味着更广阔的发展空间。同时,中证指数有限公司发布公告称,将于2023年3月29日正式发布“中证全指数据中心”指数,这将为数据中心产业提供更多的投资机会和市场参考。数字化转型网www.szhzxw.cn
据悉,国家数据局负责协调推进数据基础制度建设,统筹数据资源整合共享和开发利用,统筹推进数字中国、数字经济、数字社会规划和建设等,由国家发展和改革委员会管理。并将中央网络安全和信息化委员会办公室承担的研究拟订数字中国建设方案、协调推动公共服务和社会治理信息化、协调促进智慧城市建设、协调国家重要信息资源开发利用与共享、推动信息资源跨行业跨部门互联互通等职责,国家发展和改革委员会承担的统筹推进数字经济发展、组织实施国家大数据战略、推进数据要素基础制度建设、推进数字基础设施布局建设等职责划入国家数据局。
“中证全指数据中心”指数则选取算力基础设施行业内经流动性条件筛选后的上市公司证券作为指数样本,含22只成份股。该指数的设立,将为投资者提供一个衡量A股市场上与数据中心产业相关企业综合表现水平及投资收益水平的标准化工具,并为相关金融产品创新提供依据,为数据中心产业的投融资创造更加透明和科学的市场环境。数字化转型网www.szhzxw.cn
数据中心是数字经济的重要基础设施,其建设和运营需要巨额的资金投入,属于典型的“重资产”行业。目前看,我国数据中心行业的融资情况并不乐观,虽然政府和相关企业努力推动包括REITs在内的融资工具,但成效甚微。此次“数据中心指数”的发布,或将为数据中心产业吸引更多关注和投资起到良好的推动作用。
从国务院提请组建国家数据局,到“中证全指数据中心”指数的发布,都表明当前我国数据中心产业发展从政策、市场等多维度受到了全方位的重视和极大支持,算力基础设施产业将进入到一个前所未有的高速发展阶段。
然而,在抓住发展契机的同时,我们也不能忽视当前产业依旧面临的布局不均衡、平均能耗高、总体上架率低等挑战。伴随着2022年初“东数西算”工程全面启动,产业各界也在努力改善以上问题,寻求更健康的发展路径。数字化转型网www.szhzxw.cn
在今年2月27日-28日举办的第十七届中国IDC产业年度大典上,数百名来自政府主管部门、院校、研究机构、一线知名企业的专家学者就以上话题进行了深入而富有成效的讨论。众多参会产业专家表示,在宏观层面上要加强区域协调和资源共享,加速推动东数西算工程;在产业操作层面加强创新技术应用和标准制定,着力提升算力性能、降低功耗成本,将是我国数据中心产业实现可持续发展的必经路径。
翻译:
On March 7th two big pieces of news rocked the industry. First of all, in the institutional reform carried out by The State Council, a National Data Bureau will be established in the near future, which means a higher level of planning, guidance and supervision for the digital industry, and also means a broader space for development. At the same time, China Securities Index Co., Ltd. announced that it will officially release the “China Securities All Index Data Center” index on March 29, 2023, which will provide more investment opportunities and market reference for the data center industry.
Rise co., LTD., according to the announcement will be released on March 29, 2023 “has complete index according to the center”.数字化转型网www.szhzxw.cn
It is reported that the National Data Bureau is responsible for coordinating and promoting the construction of data infrastructure, coordinating the integration, sharing, development and utilization of data resources, and coordinating and promoting the planning and construction of digital China, digital economy and digital society, under the management of the National Development and Reform Commission.
The Office of the Central Cyberspace Affairs Commission will assume the responsibilities of studying and drafting plans for the construction of Digital China. Coordinating and promoting the informatization of public services and social governance. Coordinating and promoting the construction of smart cities. Coordinating the development, utilization and sharing of important national information resources. And promoting the interconnectivity of information resources across industries and departments. Responsibilities undertaken by the National Development and Reform Commission. Such as coordinating the development of the digital economy. Organizing the implementation of the national big data strategy, promoting the construction of the basic system of data elements. And promoting the layout and construction of digital infrastructure, have been assigned to the National Data Bureau.
The “China Securities All Index Data Center” index selects the securities of listed companies in the computing infrastructure industry after liquidity conditions screening as the index sample. Including 22 constituent stocks. The establishment of the index will provide investors with A standardized tool to measure the comprehensive performance level and investment income level of enterprises related to the data center industry in the A stock market. And provide a basis for the innovation of related financial products. And create a more transparent and scientific market environment for the investment and financing of the data center industry.数字化转型网www.szhzxw.cn
Data center is an important infrastructure of digital economy.
Its construction and operation require huge capital investment, and it belongs to a typical “asset-heavy” industry. At present, the financing situation of Chinese data center industry is not optimistic. Although the government and relevant enterprises have made efforts to promote financing tools including REITs. But little success. The release of the “data center index”. Or will attract more attention to the data center industry and investment play a good role in promoting.
From the establishment of the National Bureau of Data by The State Council, to the release of the “China Securities All Index according to Center” index, it shows that the development of Chinese data center industry has received an all-round attention and great support from policy, market and other aspects. And the computing infrastructure industry will enter an unprecedented stage of rapid development.
However, while seizing development opportunities, we should not ignore the challenges that the current industry still faces数字化转型网www.szhzxw.cn
However, while seizing development opportunities, we should not ignore the challenges that the current industry still faces. Such as unbalanced distribution, high average energy consumption and low overall throughput rate. With the full launch of the “counting East and counting West” project at the beginning of 2022. All sectors of the industry are also making efforts to improve the above problems and seek a healthier development path.
At the 17th IDC China Annual Ceremony held from February 27th to 28th this year. Hundreds of experts and scholars from government departments, universities, research institutions and first-line well-known enterprises had in-depth and fruitful discussions on the above topics. Many industry experts attending the meeting said that at the macro level, regional coordination and resource sharing should be strengthened to accelerate the promotion of the east count project. At the level of industry operation. It is necessary to strengthen the application of innovative technology and formulation of standards, improve calculation performance and reduce power consumption cost. And to realize sustainable development of Chinese data center industry.数字化转型网www.szhzxw.cn
本文由数字化转型网(www.szhzxw.cn)转载而成,来源:中国IDC圈;编辑/翻译:数字化转型网宁檬树。

免责声明: 本网站(http://www.szhzxw.cn/)内容主要来自原创、合作媒体供稿和第三方投稿,凡在本网站出现的信息,均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性,但不保证有关资料的准确性及可靠性,读者在使用前请进一步核实,并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏,概不负任何法律责任。
本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时,请及时通知本站,予以删除。
