Century Huatong: East and West is a historic opportunity for Internet data center companies_ Securities Times Network

Securities Times e Company News, Century Huatong said in an institutional survey that, from an enterprise perspective, Dongshuxixi is a historic opportunity for us to engage in the Internet data center business. (1) It can promote and promote the rapid development of enterprise data center business. (2) Enterprises can better grasp their goals and directions by expanding their data center business outward. Eastern Digital and Western Calculation clarifies the functions and construction layout of the eastern and western data centers. When enterprises expand the layout of related industries in the future, they can also plan a clearer development path. (3) Drive the upstream and downstream investment and development of the industrial chain. As a national-level super project, the east and the west involve the upstream infrastructure, the three-party operators in the midstream, and the Internet, finance, government agencies and other downstream enterprises, which means that the upstream and downstream industry chains are full of investment and construction opportunities. With reference to overseas experience, we judge that third-party IDC will be the mainstream in the future. We expect competition to focus on cabinet specifications, standards, operational reputation and relationships with downstream customers.