Core Insights - Century Internet announced plans to build a 10GW Hyperscale 2.0 data center cluster over the next decade, aiming to create a 100 billion kWh green electricity AI power system open ecosystem [1][2] - The 10GW capacity will position the cluster as one of the largest green computing clusters globally, surpassing existing projects [2] - The initiative aligns with China's "East Data West Computing" strategy and is expected to significantly enhance the growth potential of its major shareholder, Shanhigh Holdings [2][4] Group 1: Strategic Vision and Market Position - The data center industry is projected to consume 1,500 billion kWh by 2035, necessitating a shift from traditional energy models to sustainable solutions [2] - Century Internet emphasizes that green energy is becoming a core competitive advantage in the industry [3] - Shanhigh Holdings has a significant presence in renewable energy, with over 4,698 MW of installed capacity and an annual generation of over 6.52 billion kWh [4] Group 2: Investment and Economic Impact - The integrated project in Ulanqab has a total investment of 21 billion yuan, with a PUE value of 1.15, optimizing energy efficiency by 23% compared to industry averages [4] - The Ulanqab data center project is expected to generate an incremental economic benefit of approximately 1.3 billion yuan annually upon full capacity [4] - Recent national policy support for green electricity direct connection projects is anticipated to enhance growth opportunities for integrated projects like Ulanqab [4] Group 3: Competitive Advantages and Future Growth - Shanhigh Holdings is positioned to become a leader in the integrated power and computing infrastructure sector, with a mature collaborative development model [5] - The construction of the 10GW data center cluster is crucial for consolidating Shanhigh's leadership in the "power-computing integration" sector and enhancing China's global competitiveness in AI infrastructure [5][6] - The efficient conversion of green electricity to green computing is expected to create a trillion-level market opportunity over the next decade [6][7]
产融协同打造全球最大绿色算力集群 山高控股抢占未来十年战略制高点