With the completion of the overall layout design of the national integrated big data center system, the "counting from the east to the west" project was officially launched.
In this context, some industry analysts believe that the temperature control system, as an indispensable link in the data center industrial chain, benefits from IDC construction and the demand is expected to rise.
According to the research conducted by the 21st Century Business Herald reporter, the three core precision air conditioning concept stocks of A-share include Shenzhen Envicool Technology Co.Ltd(002837) , Yimikang Tech.Group.Co.Ltd(300249) and Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , which are headquartered in Shenzhen, Chengdu and Nanjing, respectively, in southern, Western and eastern China.
From the time of establishment and listing, the trajectories of the three companies are very similar.
The reporter noted that the three were established from 2002 to 2005. From the time point of listing, Shenzhen Envicool Technology Co.Ltd(002837) took the lead in entering the capital market in 2016, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) was listed in 2017, and Yimikang Tech.Group.Co.Ltd(300249) landed in A-Shares in 2018.
In terms of the total market value, as of the closing on March 25, Shenzhen Envicool Technology Co.Ltd(002837) had a market value of 11.9 billion yuan, Yimikang Tech.Group.Co.Ltd(300249) had a market value of 6.628 billion yuan, and Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ranked third with a market value of 4.718 billion yuan.
Starting from the business of precision air conditioning, Shenzhen Envicool Technology Co.Ltd(002837) , Yimikang Tech.Group.Co.Ltd(300249) and Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) have gradually deduced different development paths in recent years.
According to the 21st Century Business Herald reporter, from the perspective of industrial strength, the three enterprises also have different elements.
from the perspective of customers'
According to our reporter's combing, from the perspective of customer groups, Shenzhen Envicool Technology Co.Ltd(002837) has slightly better overall customer scale and strength than the other two.
In the field of data center, Shenzhen Envicool Technology Co.Ltd(002837) customers include Tencent, Alibaba, Qinhuai data, Wanguo data, Shanghai Athub Co.Ltd(603881) , China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) , etc; In the field of cabinet equipment temperature control, we have established cooperative relations with Huawei, Eltek and other customers; Customers in the field of new energy bus air conditioning include Byd Company Limited(002594) , Nanjing Jinlong and other electric bus manufacturers.
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) 's customers cover government departments and many industries such as communication, finance, Internet, medical treatment, rail transit, aviation and energy. The products serve well-known enterprises such as China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) , China Mobile and Huawei.
In 2021, the sales of Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) top five customers reached 392 million yuan, accounting for 58.73% of the total annual sales.
According to people close to the company, its customers are mainly concentrated in the field of communication.
Referring to its advantages in obtaining customers, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) said in its annual report, "relying on years of R & D investment, good product quality control, long-term market development and perfect after-sales service system, the company has made Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) brand recognized and trusted by customers."
Although Yimikang Tech.Group.Co.Ltd(300249) did not list specific customers in the regular report, according to its statement in the 2021 semi annual report, the company's key equipment, precision temperature control equipment, micro module data center, intelligent operation management software and other products and technologies are widely used in operators, banks, governments, electric power, transportation, third-party data centers and other industries / customers.
In addition, Yimikang Tech.Group.Co.Ltd(300249) 's intelligent engineering business has entered a rapid development cycle. In recent years, it has successively undertaken a number of large-scale data center, control center, intelligent service and other construction projects of more than 100 million yuan, forming a huge customer base covering IDC, government, finance, education, health care, communication, energy and other industries.
Up to now, Yimikang Tech.Group.Co.Ltd(300249) has contracted many projects, such as the construction project of IDC machine room and supporting facilities in Western Sichuan (phase I), the regional electromechanical engineering project of data center in phase I of Maanshan intelligent equipment and big data Industrial Park, and the electromechanical engineering project of phase I of Yangtze River Delta (Hefei) digital technology center.
Yimikang Tech.Group.Co.Ltd(300249) certificate representative said, "qualification is very important to contract the project of data center. Our subsidiary Yimikang Tech.Group.Co.Ltd(300249) Intelligent Engineering Co., Ltd. has achieved the top three in the industry in the engineering room of data center."
big three have different "moves
For the main focus of Shenzhen Envicool Technology Co.Ltd(002837) , Soochow Securities Co.Ltd(601555) communication industry analysts believe that it has the platform expansion ability in the field of temperature control, "its temperature control ability is not limited to a single cabinet or room air conditioner, but relying on a unified R & D platform and facing different downstream application scenarios."
In 2020, Shenzhen Envicool Technology Co.Ltd(002837) had a total revenue of 1.703 billion yuan. The company has four main product lines, namely, temperature control and energy-saving equipment for machine room, temperature control and energy-saving equipment for outdoor cabinet, air conditioning and service for rail transit train, and air conditioning for new energy vehicles. Among them, the income of temperature control and energy-saving equipment in machine room accounted for 50.9% in 2020.
Specifically, Shenzhen Envicool Technology Co.Ltd(002837) the business of computer room temperature control and energy-saving equipment is mainly for data center, communication computer room, high-precision laboratory and other fields; Cabinet temperature control and energy saving products are mainly aimed at wireless communication base stations, smart grid transmission and distribution equipment cabinets, energy storage power stations, electric vehicle charging piles, etc gantry systems, etc; Bus air conditioning is mainly aimed at electric air conditioning products for medium and large electric buses; In the field of rail transit train air conditioning, the company ranks in the forefront in the market share of Shanghai Metro and Suzhou Metro.
As for Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , it is regarded as the leader of precision environmental control related to China's data center.
According to the 2021 annual report, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) focuses on the research and development of precision environmental control technologies such as data room, and provides energy-saving, temperature control equipment and related energy-saving technical services for precision environmental control fields such as data room.
Further, the main products of Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) are precision air-conditioning equipment and integrated products of machine room environment, which are mainly used in data center machine room, communication base station and other precision environments such as constant temperature and humidity.
Similar to Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Yimikang Tech.Group.Co.Ltd(300249) has expanded from a single precision air conditioning business to providing an overall solution for the whole life cycle of information and data infrastructure such as data center.
At present, the main products and solutions of Yimikang Tech.Group.Co.Ltd(300249) involve two parts: the field of information and data and the field of environmental protection.
In the field of information and data, Yimikang Tech.Group.Co.Ltd(300249) has four major businesses: key equipment, intelligent engineering, IOT software and intelligent services.
Among them, in terms of key equipment, Yimikang Tech.Group.Co.Ltd(300249) can provide precision air conditioning, micro module, magnetic levitation chiller and other equipment required for precision environments such as data center, communication / information room and base station; In terms of intelligent engineering, it can provide services such as overall design, layout, integration and general contracting of data center infrastructure; In terms of IOT software, Yimikang Tech.Group.Co.Ltd(300249) can provide dynamic environment monitoring, energy management, DCOM system and other software services for the data center; In terms of smart services, it can provide services such as smart operation and maintenance of data center, overall energy-saving transformation combination scheme, etc.
coplanar protracted war
According to the data, precision air conditioner and precision temperature control equipment are also known as constant temperature and humidity air conditioner. Their foreign name is precision air conditioner, which refers to the special precision air conditioner for the machine room that can fully meet the requirements of the environmental conditions of the machine room.
The temperature control system is the "big power consumer" in the IDC field. Its energy consumption accounts for the highest proportion in addition to it energy consumption. According to statistics in 2019, the temperature control system accounts for 40% of IDC energy consumption.
However, influenced by national policies such as digital economy, green computing power, carbon peak and carbon neutralization, and driven by the development of new generation information technology, the data center industry will continue to develop at a high speed, and reducing pue has become one of the future development trends of the industry.
What is pue?
Pue (power use efficiency) is commonly used internationally as the measurement index of power use efficiency of data center, which refers to the ratio of total equipment energy consumption of data center to it equipment energy consumption. The closer the pue value is to 1, the higher the greening degree of data center.
According to the research of Uptime Institute, from 2007 to 2015, the average pue value of global data centers gradually decreased, from 2.5 in 2007 to 1.59 in 2020, but the pue value is still in a high position, and there is room for further decline in the future.
Western Securities Co.Ltd(002673) analysts said that because most of the large and high-power enterprise IT equipment such as servers and switches are placed in the data center, these equipment will generate a lot of heat during operation. In order to ensure the normal operation of the data center, it is necessary to ensure that the data center is in constant temperature and pressure.
"Therefore, the energy consumption of the temperature control system is one of the key factors whether pue can be reduced to a reasonable level. The development of the temperature control system towards high-end and modularization will help to improve the value of products." The above research report points out that.
As the leader of the subdivision track, Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) and Yimikang Tech.Group.Co.Ltd(300249) have made their own efforts on the road of reducing pue.
According to the reporter of 21st Century Business Herald, Shenzhen Envicool Technology Co.Ltd(002837) led the application and promotion of evaporative cooling technology in the data center, and launched six evaporative cooling products successively. Xflex indirect evaporative cooling unit products have been applied in batch in multiple data centers. At the same time, Shenzhen Envicool Technology Co.Ltd(002837) xflex indirect evaporative cooling products shorten the delivery time and accelerate the layout with modular design, leading the number of applications in China.
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) in terms of its key project, Nanjing kaideyou cloud data center, the design pue value is 1.25. After completion, the project will become a demonstration project in Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) green energy-saving data Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) revealed that in order to speed up the development of intelligent energy-saving management system in the computer room, further improve the performance indicators of the company's products, strengthen the basic research strength in improving the efficiency of air-conditioning heat exchanger and power supply and distribution technology, and comprehensively improve the innovation ability of the company in the integrated solution of environmental control in the computer room.
Yimikang Tech.Group.Co.Ltd(300249) said in the 2021 semi annual report that in order to build a green data center, the company has launched an industry-leading energy-saving control technology based on AI algorithm, which can automatically generate accurate load forecasting and optimization suggestions through the analysis, modeling and processing of massive historical operation data of relevant points in the data center, which can effectively reduce the energy consumption and pue value of the data center.
