When you tiktok, Kwai, or participate in high-definition video conferences, are you curious about who is behind the scenes? In fact, IDC (Internet Data Center) has always been very close to us.
On February 21, thanks to the favorable policy of “East counting”, the A-share IDC sector broke out in an all-round way, driving the trading limit of many related stocks. As of the close, the data center index rose 79.66 points, or 6.56%.
scarce supply resources in first tier cities
counting East and West has epoch-making significance
IDC refers to a complete equipment (including high-speed Internet access bandwidth, high-performance local area network, safe and reliable computer room environment, etc.), professional management and perfect application service platform.
For example, if an enterprise needs to provide Internet services to consumers, it must have a carrier to provide services to consumers, and this carrier is IDC In a narrow sense, its essence is digital real estate. IDC service providers obtain rental returns by renting cabinets to customers in Internet, finance and other industries. Of course, many Internet or technology giants directly build and operate themselves.
Of course, this is the essence of IDC, which also involves the storage of digital cabinets. It also follows the logic of real estate. The more first tier cities, the more popular they are. Why?
The population and Internet user density of first tier cities are ahead of the national average, the digital economy is developing rapidly, and IDC demand is strong. At the same time, due to the strict energy consumption approval policy of first tier cities, IDC supply is relatively scarce, resulting in a large gap between IDC supply and demand in first tier cities.
The high technology department of the national development and Reform Commission pointed out that most of China’s data centers are located in the eastern region. Due to the increasing shortage of land, energy and other resources, it is difficult to sustain the large-scale development of data centers in the eastern region. Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East.
Xia Qingying, chief analyst of Wanlian securities TMT industry, told the reporter of Securities Daily, “IDC is an industry with strong resource endowment. Land, electricity price and water resources have a great impact on its cost and construction. Compared with the East, the West has obvious advantages in electricity price and water resources, which is in line with the construction standard of green data center. At present, China’s data centers are mainly distributed in the East, and the data from the East can flow to the west through ‘counting from the east to the West’ The Ministry of storage and computing can solve the problem of imbalance between supply and demand of computing power in the East and West, and can also drive the construction of IDC clusters in the western region, which is good for the whole industrial chain of IDC. “
She believes that the data center in the west is more suitable for application fields with low delay requirements. The main participants include upstream servers and storage, optical fiber and cable, network equipment, midstream data center operation and supporting facilities, and downstream big data applications.
“Through the layout of national hub nodes, data centers can be guided to gather around first tier cities or in areas rich in resources in the West. The state has made it clear that ‘counting from the east to the West’ has 8 hub nodes and 10 national data center clusters, and requires the average shelf rate in the cluster to reach at least 65%, so as to improve the low shelf rate of some data centers.” Huatai Securities Co.Ltd(601688) relevant researchers in the communication industry told reporters.
He also believes that in the future, the intensive and green construction of data centers will be more prominent, and the requirements for shelf availability, innovative service ability and utilization efficiency will be improved. Manufacturers with excellent innovative operation and maintenance ability and layout node resources around customer needs are expected to continue to show their advantages and benefit the upstream equipment manufacturers of China’s data centers, In particular, IDC leaders who will layout core resources on the eight hub nodes. Therefore, over time, individual stocks in IDC sections related to the capital market will usher in “eliminating the false and preserving the true”.
intensive layout of many technology and Internet giants
It is understood that a number of technology and Internet giants have already begun to layout the Internet data center in the western region and actively respond to the epoch-making national policy of “counting from the east to the west”.
Phase I of Huawei Gui’an cloud data center was officially put into use. The data center is planned to be Huawei’s largest cloud data center in the world, which can accommodate 1 million servers. It is an important bearing node of Huawei’s cloud business and carries Huawei cloud, Huawei process it, consumer cloud and other businesses. At present, huaweiyun has five data centers in China. Among them, Gui’an and Ulanqab are the two cloud data centers of Huawei cloud one south and one north. The company also has three core data centers in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao.
Alibaba cloud disclosed that the company’s “counting from the east to the west” has data centers in hub nodes such as Beijing, Tianjin, Hebei and Inner Mongolia. In the Beijing Tianjin Hebei hub, Zhangbei data center was put into operation in September 2016, vigorously using green energy such as wind power and photovoltaic, and deploying the largest submerged liquid cooling cluster of China’s cloud computing data center. In the hub of Inner Mongolia, the super data center built by Alibaba cloud in Ulanqab officially began to provide cloud computing services in June 2020; In Chengdu Chongqing hub, Alibaba cloud’s western cloud computing center and data service base were settled in Chengdu in November 2020, which is an important support for Alibaba cloud’s western business.
On the other hand, it is said that the upstream and downstream industrial chain construction of the western data center is being strengthened, including the industrial chain and supply chain construction of data center infrastructure, data center related consumables, server / switch and other spare parts. In the future, more consideration will be given to the location of data centers. In areas rich in clean energy such as wind energy and Cecep Solar Energy Co.Ltd(000591) , the utilization rate of renewable energy can reach 100%, and new technologies and products such as green energy and low energy consumption will be explored.
Tencent also takes the western data center as the construction focus. The company has put into operation Gui’an Seven Star disaster recovery data center in Guizhou hub, covering a total area of about 470000 square meters, and will store 300000 servers according to the plan; In the Chengdu Chongqing hub, Tencent cloud deployed two cloud computing data centers in Chongqing, of which phase I was put into operation in June 2018, which can accommodate 100000 servers. It is Tencent’s fourth self built large-scale data center cluster after Tianjin, Shanghai and Shenzhen Shantou cooperation zone.
