8 listed data centers operator comparison in the first half of the year

Source | Zero One Finance

Author | Zhao Yue

The following is the report of the report festival, click "Read the original text" at the end of the article to view the full version report.

The data center is the development base of the digital economy. In the era of digital economy, with the significant improvement of data resources storage, computing, and application requirements, the data center ushered in new development space. Traditional data centers are accelerating the integration of integration with the network and cloud computing, and accelerating the evolution of new data centers.

Among them, as an important participant in the domestic data center market, third -party data centers operators are continuously improving the market share by virtue of refined and flexible operating characteristics. In early 2022, the "East Digital West Calculation" project was officially launched, and the construction of the national computing power network system pressed the "acceleration key".

In the new market environment, what is the development of third -party data center operators? Combined with the company's main business, Zero -One think tank selected data ports (603881.SH), Halo New Network (300383.SZ), Kehua Data (002335.SZ), Capital Online (300846.SZ), Aofei Data (30073888 .Sz), Zhejiang University.com (600797.SH), Dai Tong Electronics (002197.SZ) and copper cow information (300895.SZ), 8 A -share data center operators, for their data center scale and business Types and key financial indicators such as revenue, net profit, and gross profit margin have been compared and analyzed, hoping to provide reference to the industry.

1. Comparison of data center construction of 8 data center operators

(1) Data center scale: The number of data port cabinets is the largest, and Aofei data increases by nearly 11%

In terms of data center scale, five of the 8 data center operators announced the operating scale of its cabinets in the financial report. From the perspective of existing data, the data center of the data port is the largest.

Specifically, as of the end of June 2022, the number of cabinets in the data port was about 73,365, an increase of nearly 4%over the end of 2021; the number of cabinets of the new halo new network was nearly 47,000, an increase of nearly 7%; One; Aofei data can be used by about 22,000 cabinets, an increase of nearly 11%over the end of 2021.

Table 1: Number of cabinets of data center operators

Data source: Company Financial Report, Zero One Think Tank

(2) Business type: 6 company data centers account for more than 50%

From the perspective of business types, the data centers of data ports, Aofei data and copper cow information have remained above 80%. In the first half of 2022, the data centers of Aofei Data and copper cow information accounted for 96.41%and 88.97%, respectively. Although the data port has not disclosed the proportion of various businesses in the first half of 2022, in 2021, the total proportion of data center business and data center solutions accounting for 99.87%.

In addition, from the proportion of data centers in 2021, except for the new network and Zhejiang University, the data centers of the other six companies accounted for more than 50%.

Table 2: The business type of data center operator

Source: Company Financial Report, Zero One Think Tank

2. Comparison of financial and market performance of 8 data center operators

(1) The first new listing time for Zhejiang University, the highest market value of Kehua data, the highest market value

From the perspective of listing time and market value, the listing time of the eight data centers is obvious before and after. Except for Kehua Data and Make New Network, the market value of the remaining 6 companies is below 10 billion yuan.

Specifically, the market value of Kehua data is 17.147 billion yuan; followed by the new halo new net, which is 15.675 billion yuan; 2020.

Table 3: The time and market value of data center operators

(Closing on September 21, 2022)

Data source: Wind, Zero One Think Tank

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