中国算力中心服务商分析报告（2024年）

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the rapid growth and transformation of the computing power center industry in China, driven by technological advancements and policy support, indicating a shift towards high-quality development and diversified service offerings [3][9][10] Summary by Sections Overview - The computing power center has become a crucial part of the new information infrastructure, providing reliable hosting and server rental services, along with value-added services like network security and data applications [3][9] Industry Development Overview - The computing power center industry is evolving towards high-quality development, with significant growth in the number of racks and overall computing power, reaching over 8.1 million standard racks and 230 EFLOPS by 2023 [12][14] - The industry is characterized by a shift from rapid growth to a focus on quality, with an emphasis on energy efficiency and green development [11][14] Market Driving Factors - Strong domestic demand for computing power centers is fueled by the rapid growth of the digital economy and the implementation of national policies promoting integrated computing power systems [22] - The overseas market presents significant potential, particularly in Southeast Asia and along the Belt and Road Initiative, where countries are increasingly investing in digital infrastructure [24][25] Development Trends - The report identifies several key trends, including the push for green and low-carbon development, the increasing importance of data security, and the integration of artificial intelligence in operational management [26][29][31] - The demand for intelligent computing centers is surging, driven by the rise of generative AI applications, necessitating a shift in infrastructure to support these needs [33] Comprehensive Evaluation - A quantitative evaluation system has been established to assess computing power service providers based on their development capabilities, financial health, and market influence, categorizing them into leading, emerging, and potential groups [8][9] Conclusion - The report emphasizes the importance of adapting to market changes and leveraging technological advancements to maintain competitive advantages in the rapidly evolving computing power center industry [7][8]