Strong demand, tight talent, rising prosperity of data center industry

category:Finance
 Strong demand, tight talent, rising prosperity of data center industry


Data shows that since the start of this year, Alibaba cloud has continuously expanded the capacity of more than 100000 cloud servers, and completed the expansion of 10000 cloud servers within two hours. From January 29 to February 6, Tencent conference is expanding its resources every day, with an average capacity of nearly 15000 virtual machines per day, and a total capacity of more than 100000 virtual machines in 8 days, involving over one million core computing resources.

At present, the new construction and expansion of data center are still continuing. In addition to the data port, Yi Hualu recently responded on the interactive platform that guofurui, a subsidiary of the company, has nearly 1800 IDC cabinets in its data center in Beijing. At present, it has basically achieved full rent, with customers including state grid, China airmail, etc. In addition, the company and guofurui plan to build 6500 IDC cabinets in the data center of Wuqing District, Tianjin, which will be completed and sold in 2020. In addition, halo new network also has new data center planning in Beijing Tianjin Hebei region and the Yangtze River Delta region. The company recently released the 2019 performance express report, which shows that during the reporting period, the company achieved operating revenue of 7.133 billion yuan, an increase of 18.43% year on year, and net profit of 822 million yuan, an increase of 23.08% year on year.

It should be pointed out that the demand of enterprise digitalization and cloud transmission to IDC data center construction will lag behind, so the performance still needs time. In addition, when the construction project is put into production gradually, the speed of users online progress will also affect the gross profit level of the company, so it is a test for the refined operation of the data center and customer stickiness.

Now, investors prediction of the industrys prosperity has been reflected in the secondary market. CICC reported that IDC equipment sector rose 4.1% in the past month. In recent years, cloud computing demand has become the main driving force of network infrastructure market such as servers and switches.