CITIC SecuritiesreleaseResearch reportSaid that the long-term growth logic of the data center industry chain remains unchanged, and the sector is expected to have high mid- to long-term configuration value under pessimistic expectations. The long-term growth logic of the data center industry chain under the background of the explosion of data traffic remains unchanged. At the same time, the core downstream cloud vendors of the data center industry continue to be prosperous, and the demand side is strong. From the perspective of demand distribution, data center resources in first-tier cities have unique advantages due to network quality and distance. At the same time, due to power and energy consumption constraints, the current core cities present a situation in which IDC resources are in short supply. Therefore, we are optimistic about operators and leading third-party IDC vendors with large reserves of IDC resources in core regions. At the same time, I am also optimistic about the upstream precision air conditioning and optical module industries: 1) Due to the continuous tightening of PUE policies and the continuous improvement of cabinet power, the value of IDC refrigeration in the data center construction process has increased; 2) the application of new data center switches and network architecture The change has greatly increased the demand for optical modules. Therefore, after continuous adjustments to the data center industry chain sector, the entire sector currently has a relatively high mid- to long-term configuration cost performance, and it is recommended to continue to pay attention.
(Source: Zhitong Finance Network)
Article source: Zhitong Finance Network
Editor in charge: DF552
Original title: CITIC Securities: The long-term growth logic of the data center industry chain remains unchanged and has a high mid- to long-term configuration value
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