中国互联网数据中心行业：2025 年 A 股行业会议，AI 需求蓄势待发-Chinese Internet Data Centre Sector_ 2025 A-share Conference_ AI demand ready to take off

ab 2 September 2025 Global Research First Read Chinese Internet Data Centre Sector 2025 A-share Conference: AI demand ready to take off Industry outlook: demand to pick up; sustained project-level IRR Both Sinnet and Athub see strong IDC demand outlook driven by AI. The limited IDC tender releases over the past two quarters was mainly attributable to chip supply uncertainties, which should be solved going forward. Industry IDC rental prices remain stable and project-level unlevered IRR is around HSD. Althou ...