What are the three leading idc companies in China?

The three leading idc companies in China are Baoxin Software, Halo New Network and IWC.

Main listed companies in the data center industry: VNET, GDS, Halo New Network (300383), Baoxin Software (600845), DataPort (60388 1), Dr. Peng (600804), Data (300738), etc.

Judging from the overall number of data centers, in 2020, the number of data centers operated by Century Internet will reach 84, which is higher than that of IWC. Judging from the number of data center cabinets, the number of IWDC operation cabinets will reach127,000 in 2020, which is higher than the number of interconnected operation cabinets (53,000) in the same period.

International data center operators:

IDC operators are mainly divided into telecom operators, professional third-party operators and cloud computing vendors, each with its own characteristics. At present, the three major domestic operators hold about 70% IDC resources.

IDC, its business model is: firstly, apply for IDC license from government departments (there are restrictions on foreign investment at present), then choose the right address to open a factory, then buy cabinets and servers, install air conditioning, power supply, and complete the infrastructure.

Then, find a customer to rent my cabinet, and I will provide you with data storage and maintenance, as long as you give me money every year. Kind of like property management. I provide you with services, and I charge you property fees, which is a bit similar. As can be seen from IDC's model, it is an asset-oriented investment model with low technical content. At present, it is in the early stage of high market prosperity, which can be described as occupying the right place and the right time.