2020年数据港专题研究:公司商业模式、开拓零售IDC、
战术性开展EPC
1. 2.
2.1.
2.1.1. 2.1.2. 2.1.3. 2.1.4.
IDC
IDC
IDC ............................................................ 4
............................................................................................... 5
IDC
...................................................................... 5
.................................................................................................................................................................. 5
........................................................................................... 8
....................................................................................................................................................... 10
EPC..................................................................................................................................... 13
2.2. 2.3.
2.3.1. 2.3.2.
PUE
PUE
.................................................................................................................... 13
......................................................... 15
.................................................................................................................................................. 15 .............................................................................................................................................. 16
2.4. IDC................................................................................ 17
3.
3.1. 3.2.
3.2.1. 3.2.2. 3.2.3. 3.2.4.
IDC...................................................................................... 17
IDC
“
REITs
IDC”
IDC
IDCIDC
...................................................... 17
.................................................................................. 19
........................................................................................ 19 ............................................................................................. 20
................................................................................ 21
............................................................................................................... 22
3.3.
3.3.1. 3.3.2. 3.3.3.
5G
+5GIDC
IDC
IDCIDC
....................................................................... 24
............................................................................... 24
..................................................................................................... 24 ............................................................................................................ 26
4. 5.
.................................................................................. 27
..................................................................................................... 28
12345678
2019
——
............................................................................................... 7
........................................................................................... 8 ............................................................................................... 10
........................................................................................................... 10 .............................................................................................................. 12
............................................................................................. 12
.................................................................................................... 21 ....................................................................................................... 22
912345678910
112019121314151617181920212223242526272829
ITREITs20182015-2019
(
..................................................................................................................... 26
(2020Q1) ........................................................................................................................... 4
2015-20192015-2019
(
..................................................................................................................... 4 .................................................................................................................. 5 ).................................................................................................................. 5 ................................................................................................................ 6
....................................................................................................................... 6 IT ....................................................................................................... 7
......................................................................................................... 9
.................................................................................................. 9
..............................................................................................................11 IaaS+ PaaS ......................................................................................11
....................................................................................................... 13
) ..................................................................................................................... 14 () .......................................................................................................... 14 PUE
.......................................................................................................... 15
...................................................................................................... 16
..................................................................................................................................... 16
......................................................................................................... 16
.............................................................................................................................. 17
IT
................................................................................................ 18 ...................................................................................................... 18
............................................................................................... 19
.............................................................................................................. 20 .................................................................................................................... 21
......................................................................................................... 24 IaaS+ PaaS
........................................................................................... 25
..................................................................................... 25
20192020Q1
................................................................................................ 26
.................................................................................................................... 27