Oriental Digital and Western Digital ——IDC Industry Experts Exchange Meeting

1, all relevant industrial chains have listed companies:

Wired communication: Yimikang (precision air conditioning), Invik, Jialitu.

Power supply equipment: Zhongheng Electric (high voltage DC), Ke Hua Data (large capacity UPS), Costar (UPS) and Easy.

ICT equipment: Huawei, Inspur, Chang Fei and Hengtong.

Optical module enterprises: (Zhongji Xu Chuang, Xinyisheng, South China University of Technology, Bochuang Technology,)

IDC engineering enterprises: Liyang Technology, Chengdi Xiangjiang, Ke Hua Data and Data Port. They also invest in IDC and operate projects+data centers.

IDC independent suppliers: IWC, Century Internet, Halo New Network, Dataport, Baoxin Software.

The policy of "calculating east and calculating west" is a boost to the industry, and domestic companies will actively participate in the "calculating east and calculating west" project.

2. What about the shelves of stock cabinets in the western region? Customer composition? What is network delay?

The shelf rate in the western region is now 30%, and the national ministries and commissions should increase it to 50% in 2025. The current rate of shelves in the west is not optimistic, and it will increase in the next two years.

Main customers: At present, it mainly stores cold data and some warm data, and plans to import cold and warm data and hot data to customers in the future.

Cold data: stored data is not used frequently, while warm data: retrieval rate is between cold and hot.

Internet access and equipment in the west have been greatly improved in recent years, and government departments will increase their investment in IDC I (Internet access and transmission) in the west.

3. What is the impact on the bargaining power of IDC in first-tier cities?

It is more forward-looking and difficult to judge. I think it must have some impact on first-tier cities. The bargaining power of data centers in first-tier cities is optimistic, which may remain stable and has an upward trend: the location is scarce, and the cost pressure is transformed (the electricity cost and operation and maintenance management expenses increase and are transmitted to the downstream).

Premium capacity: the number of eastern and western parts can be regarded as guiding IDC enterprises in the first-tier cities of Beijing, Guangzhou and Shenzhen to invest in ten cluster areas, and the competition is the coverage of the whole network, including the first-tier cities and the west. Original resources are very important. In the future, there will be a layout in the north, Guangzhou and Shenzhen, and the corresponding national policies will also be laid out in the west, which will have considerable bargaining power.

4. Internet single G computing?

IDC=I+DC:

I: internet plus connection, operators make investment;

DC:* * * * Enjoy the properties of leasing and real estate.

I am in IT+CT format.

The western region has changed the connection and interconnection of the Internet, and made many direct network connections, such as Wulanchabu and Beijing. Really want to do network direct connection, optical fiber direct connection, and use funny routers, switches and optical modules to improve interconnection.

The investment in optical fiber may be tens of billions, and the supporting ICT equipment may be tens of billions of construction investment in the next five years.

Western layout of cloud vendors and Internet vendors: Like Beautiful Cloud Ningxia Zhongwei, it was prepared six or seven years ago. AWS Amazon, the three major operators and People's Network People's Data all have super-large data center construction projects in the west. Apple iCloud falls in Guiyang and Wulanchabu. * * * Cloud vendors have a base layout.

5. What is the construction cost advantage of the western region?

After 10 years of development and construction, the cost calculation of the data center is very accurate, and the cost of each electromechanical device is about 2W, with little difference between the east and the west.

The cost of civil engineering varies from region to region, accounting for less than 30% of the total cost. Operating costs: electricity, personnel management and operating costs.

The west is rich in power resources, including coal and photovoltaic wind power, with relatively low power generation cost and superior electricity price to the east. The national policy is to turn the electricity in the west into bits and the electricity into data storage, calculation and transmission, which is much more efficient, and it does not take thousands of kilometers to transmit to the east, saving electricity bills.

The cost of power generation in Wulanchabu is more than 2 gross, and that in the east is 6.5 gross. The rent is much cheaper than in the east, and the single cabinet in the west is cheaper than in the east, such as 6000 in Shanghai and 3000-3500 in Inner Mongolia.

Investors ask questions:

1, the rate of shelves in Beijing and Shanghai? This year's trend?

About 70% on average. Beijing will improve, Shanghai will be under pressure, and Shanghai will release energy consumption indicators. This year, the removal rate in Beijing is 70-75, and that in Shanghai is around 65.

2, the western shelf rate is not high pain point?

The west has a cost advantage, 30% is the average data, and the operator has a high shelf rate, and the telecom Hohhot cloud base is 60%.

There are many problems in the investment and operation of third-party investment data centers in the west. There is no perfect industrial chain in the west, and there is no industrial chain foundation of Internet companies in the local area.

Financial and tax subsidies spread from east to west. Infrastructure improvement and network delay reliability have reached the eastern level.

The country will reduce the supply in the east, not approve the data center project, and let the data enter the west. In the future, the western region will undertake more eastern business.

Western operating cost and eastern price difference;

The west is 50-60% of the east, and the east is 6000.

There is room for improvement in infrastructure conditions and supporting industrial chains in the west. Transportation, hotels, personnel training and operation.

After the construction of 1-2 years, local professional teams are needed for operation and maintenance. Many western regions can only operate L 1/L2 (property), while L3/L4(IT/CT, system server) cannot.

3. Which direction does the government cut in first?

Combined with the background of carbon dioxide emission and peak carbon neutrality, the west has a lot of energy. Data centers consume a lot of energy.

National team operators and central state-owned enterprises focus on investment, the data center in the east is closed, and investment is made in the west. Involved in the industrial chain. Central enterprises that first benefit from national projects.

Carbon neutrality can be polymerized, and the data center will digest a lot. In the future, 60-70% of data centers will use clean energy.

There is no shortage of cabinets in the west. What is missing is transmission?

It benefits from related network servers, routers, switches, optical cats and optical fibers; CITIC, Chang Fei, Hengtong, Tianfu and ICT. Private network (point-to-point) optical fiber direct connection.

4. Will Oriental Digital Computing and Western Computing significantly increase data center business?

IDC was expected to grow by 20%-30% every year. Data storage and calculation are the factors that restrict digitalization. The calculation of the east number and the west number has reduced the cost and brought about a substantial increase. There is cheap computing power and storage capacity, which leads to data explosion.