On the evening of April 24, Guangdong Aofei Data Technology Co.Ltd(300738) ( Guangdong Aofei Data Technology Co.Ltd(300738) ) released the annual report of 2021 and the first quarterly report of 2022. In 2021, Guangdong Aofei Data Technology Co.Ltd(300738) achieved a revenue of 1.205 billion yuan, a year-on-year increase of 43.35%, deducting non net profit of 153 million yuan, a year-on-year increase of 28.08%. At the same time, the company implements "high transfer", and plans to transfer 10 to 8 and send 0.45 yuan.
Guangdong Aofei Data Technology Co.Ltd(300738) said that the main reason for the continuous growth of key operating indicators such as main business income, net profit deducted and EBITDA (profit before interest, tax, depreciation and amortization) last year was the smooth development of data center business in Beijing, Langfang and other regions delivered in 2019 and 2020, the overall shelf rate of data center continued to improve and the speed of improvement was fast, the revenue of IDC business increased greatly, and the profit of main business also increased accordingly.
In the past two years, the epidemic has had a great impact on the data industry. The increase of online behavior has increased the demand for IDC. At the same time, as an important infrastructure for the development of cloud computing, IDC industry demand expands with the expansion of cloud computing market.
Kezhi consulting pointed out that in 2021, China's traditional IDC market maintained stable growth, with the market size reaching 120.19 billion yuan, a year-on-year increase of 20.9%, maintaining a rapid growth trend. It is estimated that by 2024, the market scale will reach 2013.4 billion yuan.
Guangdong Aofei Data Technology Co.Ltd(300738) said that in 2021, the company's market expansion mainly focused on the stock data center, especially the newly delivered data center in 2019 and 2020. In recent years, the business revenue of North China, mainly Beijing and Langfang, which has been mainly distributed in recent years, exceeded 600 million, an increase of 76.83% over 2020, becoming the main driving force of the company's performance growth.
Affected by covid-19 epidemic and geopolitical factors, IDC business in overseas markets was greatly impacted in 2021, especially in the second half of the year. The expansion activities in new regional markets were limited, and the income and profit of the original business also decreased significantly due to the gradual adjustment of customer business.
Faced with this situation, Guangdong Aofei Data Technology Co.Ltd(300738) said that the company has taken measures to revitalize overseas resources by opening up flow and source saving, expanding new regions and new customers, which is expected to gradually reverse the plight of international business in 2022.
Guangdong Aofei Data Technology Co.Ltd(300738) said that by the end of 2021, the total number of self built and self operated data centers was about 19900, an increase of 24% compared with the end of 2020, and the use area of the computer room exceeded 125000 square meters; The cabinet reserve scale of the data center of the project under construction is more than 50000, and the projects are distributed in the national data center clusters such as Beijing Tianjin Hebei, Guangdong Hong Kong Macao Dawan district and the capital cities of central and western provinces, which is consistent with the development planning direction of industries such as the National East number and West calculation.
It is disclosed that several large-scale data center projects launched in 2021, with large delivery scale, will be the most important growth point of Guangdong Aofei Data Technology Co.Ltd(300738) business in the future. According to the project schedule and market production scheduling plan, Guangzhou Nansha data center, Langfang Gu'an data center and Tianjin Wuqing data center will respectively realize the first batch of delivery in 2022. It is expected that the new delivery scale will reach 20000 cabinets by the end of 2022.
According to the quarterly report of Guangdong Aofei Data Technology Co.Ltd(300738) I, during the reporting period, the company's revenue was 269.5 million yuan, a year-on-year decrease of 4.05%, and its net profit was 422646 million yuan, a year-on-year increase of 44.13%.
In addition, under the national dual carbon strategy, Guangdong Aofei Data Technology Co.Ltd(300738) has also expanded its new energy business segment. In 2021, Guangdong Aofei Data Technology Co.Ltd(300738) established a new energy team and invested in Guangdong aofei new energy Co., Ltd., a holding subsidiary. With the investment and operation of distributed photovoltaic power generation projects as the main business direction, Langfang xunyun data center was selected as the strategic pilot, and the signing and construction of external commercial distributed photovoltaic power generation projects were carried out gradually and orderly.
By the end of 2021, through half a year, aofei new energy had signed 35 development projects in Guangdong, Guangxi, Jiangxi and other provinces, with an overall contracted installed capacity of nearly 100MW.
Guangdong Aofei Data Technology Co.Ltd(300738) said that in 2022, the company will honor its commitment to continuously carbon neutral and provide zero carbon data center services in its own data center, continue to use energy-saving measures to further reduce the pue level of the data center and increase the proportion of green energy in the power consumption of the data center. Aofei new energy will continue to expand the distributed photovoltaic power generation business. The signing and delivery should achieve a leap in the first stage. The signing goal should reach the scale of 200MW ~ 300MW, strive for 100MW projects, and research and develop photovoltaic energy storage business at the same time.
