Demand for accelerated data center construction is hot These companies are expected to enjoy industry dividends

Demand for accelerated data center construction is hot These companies are expected to enjoy industry dividends

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  Original title: Data center construction is accelerating, and demand for 5G business is superimposed. These companies are expected to enjoy industry dividends. Source: Science and Technology Board Daily According to Xinhua News Agency, on February 26, China Telecom ‘s Beijing-Tianjin-Hebei big data base project officially started construction in Tianjin.

The project will carry out a clear hierarchy and integrated IDC network construction in accordance with the private network, while directly connecting to the national backbone data network.

When completed, it will be able to accommodate about 4.

The capacity of 20,000 racks has become one of China Telecom’s core tandem interruptions in the north.

  Alibaba Cloud also announced on the official website recently that Heyuan Data Center officially provided services to the outside world.

This is the largest green data center in South China, which can accommodate more than 300,000 servers. As a new availability zone in Shenzhen, it provides cloud computing, artificial intelligence, Internet of Things and other services to millions of enterprise customers in South China.

  In addition to China Telecom and Alibaba Cloud, major international technology companies have also accelerated the pace of building data centers.

According to foreign media reports, on the basis of expanding cooperation with Telefonica, Microsoft recently said that it will establish a new data center in Spain.

Google also announced that it will invest more than $ 10 billion in U.S. offices and data centers this year. Oracle said in early February that it has added new cloud computing data centers in five countries and plans to open 36 locations by the end of 2020.The establishment of these data centers will then compete with Amazon and Microsoft in the cloud computing market.

  The development trend of infrastructure IT is getting better. During IDC’s response to the opportunity for growth, the use of network video conferencing, collaborative office and mobile applications has grown rapidly. Nail, Tencent meetings and other emergency expansion cloud servers.

GF Securities pointed out that after returning to normal in the future, I believe that some users will remain, and users should grow on certain bases.

It is good for IT infrastructures such as servers and IDCs, both in the short and medium term.

And during the Spring Festival in 2020, the Internet activity is relatively high.

In the subsequent 5G business, the long-term trend is still positive.

  Huatai Securities analysis pointed out that cloud computing and 5G will drive the rapid growth of the domestic IDC market, while taking into account the need to integrate with cloud vendors and Internet customers. Under this background, internal third-party IDC companies have ushered in development opportunities.

The epidemic is expected to accelerate the increase in the third-party IDC company’s power-up rate in the short term, and the incremental performance may begin to manifest in Q2 this year.

10 servers are housed in a rack cabinet, and the annual rent for a single rack is 7.

Under the assumption 武汉桑拿 of 50,000 yuan, the expansion of 100,000 servers corresponds to an annualization of 7.

500 million IDC revenue.

In the medium to long term, the epidemic is expected to accelerate the onlineization of B-side business, which will benefit the development of the IDC industry on the demand side.

  In the long run, the IDC industry has benefited from the increase in global cloud meter penetration and achieved better compound growth in the past few years.

The revenue of major global cloud computing vendors in 4Q19 still maintained a rapid growth of more than 35%, among which Microsoft and Google also experienced accelerated growth expenditure.

According to the facts, it is expected that the total capital expenditure of the seven cloud computing vendors before 2020 is expected to increase by 14%, which is much higher than 3% in 武汉夜生活网 2019, showing the industry’s strong growth momentum.

With the advent of the 5G business era, as an important part of the infrastructure, the rapidly expanding traffic scale and data resources are bound to promote the development of the IDC industry.

  Relevant companies actively deploy core halo new network: The company’s IDC layout continues to expand. In 2018, it completed the acquisition of Kexin Shengcai to further expand the size of the data center. Currently, it can operate more than 30,000 cabinets, and through capital increase, strategic cooperation, etc.The layout of IDC markets in Beijing, Tianjin and Hebei, Shanghai and the Yangtze River Delta.

Currently, Fangshan Phase II, Hebei Yanjiao Phase III, Yanjiao Phase IV, Shanghai Jiading Phase II, Jiangsu Kunshan Park and other projects are under planning. The company will have about 100,000 cabinets after all the products have reached capacity and will become the domestic third-party IDC leader.

  Aofei Data: The company is a leading IDC company in South China. The compound growth rate of its own IDC cabinets reached 80 in 2016-2018.

7%, higher than the domestic IDC industry growth rate (31.


By the end of 2019, there are 9,000 cabinets in use, and the scale of cabinets will continue to expand in 2020. The deployment direction is mainly in Beijing, Shanghai, and Guangzhou.

At present, Internet customers account for more than 85%. By January 3, 2020, Alibaba signed a memorandum of cooperation with Alibaba to lock data center resources in South China. According to the agreement, the expected total amount of cooperation is about 500 million yuan.

  Dataport: The company is a leading wholesale IDC service provider in China.

As of November 2019, the company has a total of 9 data centers under construction, with project yields above 10%, and expanded its own data center resources in Shanghai and Beijing.

The company’s PUE and listing rate are higher than the domestic average, and the overall operating efficiency is high.

The company is a long-term partner of Alibaba Data Center. At the end of 2019, it again obtained its letter of intent for demand, and undertook Alibaba Cloud to expand the data center market with a total amount.

400 million, it is expected that Alibaba Cloud will gradually complete the listing from 2021 to 2022.