On February 17, 2022, the National Development and Reform Commission, together with the Central Network Information Office, the Ministry of Industry and Information Technology and the National Energy Administration, issued a document agreeing to start the construction of national computing hubs in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengyu, Inner Mongolia, Guizhou, Gansu and Ningxia. At the same time, relying on the computing hub, we will further plan 10 national data center clusters and undertake the construction of large/super-large data centers, marking.
2. The National Big Data Center is an important part of China's digital economy. It is estimated that eight computing hubs will be arranged throughout the country to form a data center cluster, which will drive the development of data centers and related upstream and downstream industries and expand industrial investment. In addition to benefiting from IDC, ICT equipment, optical modules, operators and other fields, the East Digital West Computing Project is also expected to benefit from supporting equipment such as temperature control equipment and computer room power supply.
3. The environmental control business in the computer room of the company's data center accounts for 97%, which binds large customers.
1) has a number of core technologies, including communication module of closed and efficient refrigeration cycle, high-precision miniature fixed-point refrigeration unit, centralized control system of data center refrigeration station, VRF system of computer room air conditioning, liquid cooling technology of CPU, preliminary application of VRF technology in the field of computer room air conditioning and many other projects under research.
2) The company is a Huawei supplier, mainly providing temperature control and energy-saving equipment for Huawei's data center. The company's products are used in the precise environment of constant temperature and humidity, such as data center computer room and 5G communication base station. Company customers cover government departments and communication, finance, Internet, medical care, rail transit, aviation, energy and other industries.
3) In terms of computer room temperature control, the company has bound the major customers of operators. In the first half of last year, the company won the bid for projects related to customer computer rooms and integrated products such as China Mobile, China Unicom, China Telecom, Century Internet and Baidu Cloud. In the first half of 20021year, the on-hand orders included tax of 529 million yuan.
4. Peer: The supporting equipment such as power supply and temperature control in the computer room include Ke Hua Data, Costar, Invik and Shen Ling Environment.
(Part of the information comes from announcements and investor surveys)