The way to ride the wind and ride the waves in the industrial chain of Internet Data Center From Ping An Securities

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The following is the The way to ride the wind and ride the waves in the industrial chain of Internet Data Center From Ping An Securities recommended by recordtrend.com. And this article belongs to the classification: SAAS, cloud computing, Brokerage Report.

The scale of China’s Internet data center still has great potential for growth: among the 541 super large-scale data centers in the world, China accounts for about 9%, which is still far from the first ranked United States. With the gradual promotion of domestic new infrastructure policies, the further expansion of cloud computing in vertical industries, and the beginning of a new round of capital expenditure expansion cycle of Internet companies, the proportion of China’s x86 server shipment in the global total shipment is expected to further increase, thus promoting the further growth of Internet Data Center cabinet scale.

The continuous growth of China’s Internet data center will have two characteristics:

1. The proportion of the number of super large-scale data centers will continue to increase. The more cabinets the data center has, the more efficient the use of power and other energy resources will be greatly improved. At the same time, the maintenance cost of data center owners will be greatly reduced, and the operation and maintenance efficiency will be improved;

2. The proportion of data center cabinets in beishangguang and its surrounding areas will keep rising steadily. Due to the demand of Internet Data Center for network conditions and business deployment needs, the demanders of Internet data center will prefer to deploy most of their servers in these regional internet data centers, so as to provide more stable services for customers.

Internet companies will dominate the demand: UPS is the main component in the data center, which is positively proportional to the usage of servers. According to the data released by CCID consultants, from the demand side, the demand proportion of ups in the Internet industry is gradually increasing; it has increased from 11.6% in 2016 to 15.0% in 2019; the demand proportion of ups in telecom industry has increased from 13.8% in 2016 to 17.6% in 20219. According to our industry research, the reason for the rising demand of telecom industry is the operation service of Internet data center Business growth, and Internet companies are the main customers of this business. Generally speaking, Internet companies are the main demanders of China’s server market and will also dominate the demand of China’s Internet data center operation service market.

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