Building an integrated computing network

■ On May 24, 2021, the Chinese government issued an implementation plan to build
an integrated computing network by connecting all major IDCs.
■ The plan is positive for equipment names because of increasing connectivity
demand.
■ Investors should pay attention to equipment suppliers, such as ZTE [0763.HK],
YOFC [6869.HK], Zhongtian Technology [600522.CH], Fiberhome [600498.CH],
UNIS [000938.CH], and Zhongi Innolight [300308.CH]; telecom operators, such as
China Mobile [0941.HK] and China Telecom [0728.HK]; and leading IDC
infrastructure enterprises, such as 21Vianet [VNET.US] and ChinData [CD.US].