1, the event stimulus: four ministries and commissions jointly issued, "East counts West counts" full start
February 17, 2022, the National Development and Reform Commission jointly with the Central Office of the Internet Information Office, the Ministry of Information and Industry and the National Energy Board issued a document agreeing to the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong, Hong Kong and Macao Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, Ningxia and other 8 places to start the construction of the national arithmetic hub node, at the same time relying on the arithmetic hub to further plan the establishment of 10 national data center clusters, in order to specifically undertake the construction of large / ultra-large-scale data center, marking the completion of the overall layout and design of the national integrated data center system, the "East counts West counting "The project has been fully launched.
2, the national big data center is an important part of China's digital economy, through the layout of the country's eight computing hubs, the formation of data center clusters, is expected to drive the development of data centers and related upstream and downstream industries, to expand industrial investment. In addition to the benefits of IDC, ICT equipment, optical modules, carriers and other areas of the project, temperature control equipment, computer room power supply and other ancillary equipment is also expected to focus on the benefits.
3, the company's data center room environment control field accounted for 97% of the proportion of the business, and bound to large customers
1) The company has a number of core technologies, including closed high-efficiency cooling cycle of the communication module, high-precision miniature fixed-point refrigeration unit, the data center refrigeration station centralized control system
2) The company is a supplier of Huawei, mainly providing data center temperature control and energy saving equipment for Huawei. The company's products are used in data center equipment rooms, 5G communication base stations and other constant temperature and humidity and other precision environments, the company's customers cover government departments and communications, finance, Internet, medical, rail transportation, aviation, energy and many other industries.
3) room temperature control, the company bound operators large customers, the company in the first half of last year won the China Mobile, China Unicom, China Telecom, CenturyLink, Baidu cloud and other customers room and integrated products related projects, 2021 first half of the order in hand including tax amounted to 529 million yuan.
4, peers: computer room power supply, temperature control and other ancillary equipment also includes: Kewa data, Crestec, Invicta, Shen Ling environment, etc.;
(part of the information from the announcement, the investor research)