1, each related industry chain are listed companies:

Cable through: Imicom (precision air conditioning), Invicom, Jialitu

Power supply equipment: Zhongheng Electric (high-voltage DC), Kewe Data ( Large-capacity UPS), Crestec (UPS), Yi Shi Te

ICT equipment: Huawei, Wave, Changfei, Hengtong

Optical Module Enterprises: (in the inter-Xuchuang, the new Easysun, Huagong Science and Technology, Botronics Technology,)

IDC Engineering enterprises: Li-Yang Technology, City Land Xiangjiang, Kehua data, data port, they themselves also invested in IDC, engineering + data center operations

IDC independent suppliers: Universal Data, CenturyLink, Halo, data port, Baoxin software.

The policy of East-West Computing is a boost to the industry, and domestic companies will actively participate in the East-West Computing project.

2, the western region inventory cabinet rack situation? The customer composition? Network latency?

The western region is now 30% on the shelves, the state ministry to enhance to 50% by 2025. West is not optimistic about the current rack rate, the next two years of growth.

The main customer composition: at present, cold data storage is mainly and part of the warm data, the future planning of warm and cold data, hot data customer import.

Cold data: storage data is not used frequently, warm data: access to the evaluation rate between hot and cold.

Western Internet access and equipment has been greatly improved in the past few years, and the government departments of the Eastern Digital and Western Computing will increase their investment in the western IDC's Part I (Internet access and transmission).

3, on the first-tier cities core card IDC bargaining power impact?

Comparison of forward-looking hard to judge. I think there is definitely some impact on the first-tier cities. First-tier city data center bargaining power selling price situation is more optimistic, may remain stable, steady upward trend: location of scarce resources, cost pressures transformed (electricity costs and operation and management costs have improved, transfer to the downstream).

Premium capacity: East counts West is considered to channel the North, Guangzhou and Shenzhen first-tier city IDC companies to ten cluster areas to do investment, the competition is the coverage of the entire network, including first-tier cities and the West, the original resource is very important. In the future, the layout in the north, Guangzhou and Shenzhen have layout at the same time corresponding to the national policy layout of the west will have a fairly strong bargaining power.

4, Internet single G measurement?

IDC=I+DC:

I: Internet+connectivity, the operator to do investment;

DC: *** enjoy rental, real estate properties.

I is IT+CT business.

West changes Internet connectivity and interconnectivity, doing a lot of direct network connections, such as Ulanchab and Beijing. East counts west counts really need to do network direct connectivity, fiber direct connectivity, and use funny routers, switches, and optical modules to improve interconnectivity.

Fiber investment may be tens of billions of dollars, plus supporting ICT equipment may be the next five years tens of billions of construction investment.

Cloud vendors, Internet vendors layout in the west: like Murray Cloud Ningxia Zhongwei 6, 7 years ago to prepare, AWS Amazon, the three major carriers, the people's network people's data in the west of the mega-data center construction projects. Apple iCloud fell in Guiyang, Ulanqab. *** There are cloud manufacturers have base-type layout.

5, the western region construction cost advantage?

After more than 10 years of development of data centers, construction cost calculations are very accurate, the cost of each electromechanical kilowatt 2W or so, the west and the east will not be very different.

The cost of construction 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, thermal coal, photovoltaic wind power, power generation costs are relatively low, the price of electricity has an advantage over the east, the national policy is the west of the wattage into bits, power into data storage and calculation of transmission, much more efficient, do not have to be thousands of kilometers to the east, saving the cost of electricity.

The cost of electricity generation in Ulaanchabu is more than 20 cents, and 6.5 cents in the east. Rent is much cheaper than in the east, and single cabinets in the west are cheaper than in the east, for example, 6000 in Shanghai and 3000-3500 in Inner Mongolia.

Investor questions:

1, Beijing and Shanghai shelving rate? Trend this year?

Average about 70%. Beijing will improve, Shanghai will be under pressure, Shanghai has energy consumption target release. This year, Beijing shelving rate of 70-75, Shanghai 65 or so.

2, the western shelving rate is not high pain points?

The west has a cost advantage, 30% is the average data, the carrier shelving rate is high, 60% of the telecom Hohhot cloud base.

Third-party investment in data centers in the west in the investment operation of many problems, there is no perfect industry chain in the west, the local Internet business industry chain is not based.

Financial tax subsidies bar east to the west. Infrastructure improvement, network delay reliability reliability, to reach the eastern level.

The state will put the east to reduce the supply, not approved data center projects, so that the data to the west. In the future, the west will undertake more business in the east.

Western operating costs and the eastern price difference:

West is the eastern 50-60% level, the eastern 6000.

Western infrastructure conditions have room for improvement, supporting industry chain has room for improvement. Transportation, hotels, talent training operations and maintenance.

Construction 1-2 years, operation and maintenance need local professional team. Many western can only L1/L2 operation and maintenance (property), L3/L4 (IT/CT, system server) can not do.

3, the government first cut from which directions?

Combined with the background, carbon peak carbon neutral, there is a lot of energy in the west. Data centers are high energy users.

National team operators, central state-owned enterprises focus on investment, the eastern data center door closed, to the west to do investment. Involved in the industry chain to conceal the big one. The national project is the first to benefit from the central state-owned enterprises.

Carbon neutral can be assembled, data centers a lot of digestion, the future of the data center 60-70% with clean energy.

3. There is no shortage of cabinets in the west, is the lack of transmission?

Yes. Benefit from the relevant network servers, routers, switches, optical cats, optical fiber; CITIC, Changfei, Hengtong, Tianfu, ICT. exclusive network (point-to-point) fiber direct connection.

4, East counts west counts will not be a big increment to the data center business?

Originally expected IDC 20%-30% growth per year, data storage computing is a constraint on the digitalization of the factors, the East West Computing to achieve a reduction in the cost end, bringing a large incremental. There is cheap arithmetic, the ability to store brings data explosion.