The steel enterprise extension IDC does not hi too early

This week, steel stocks suddenly had a small wave of market, let a person expect, understand the reason, only to know is the extension of IDC Internet data center this good news stimulus. Iron and steel is a traditional industry, IDC met such a new industry, also all of a sudden excited. However, in the face of steel companies have extended the trend of IDC, investors or to remain rational and calm. To be sure, in addition to a very small number of steel extension IDC may be successful, most will still be hype, eventually unavoidable chicken feather. The advantage that the steel enterprise epitaxy IDC, data center is the infrastructure of 5G Times, do not have the support of the base of Data Center, Big Data Times is empty words, cloud computing, Internet of things, artificial intelligence these systems are all just Zhao Kuo. Second, data centres are an important part of the new infrastructure, supported by national policies. From the industry development trend and industrial space, IDC this industry investment prospects beyond doubt. But the industry of IDC also has several problems. First, most of its customers are in first-and second-tier cities, such as Internet companies and financial institutions. Therefore, data centers must be built in first-and second-tier cities and surrounding areas, this makes it easier to adjust flexibly to meet user needs. But the cost of land in first-tier cities is very expensive. Many IDC enterprises can not afford to buy too much land in first-and second-tier cities at present. Secondly, IDC is a high energy-consuming industry with very large electricity consumption, the average IDC enterprise is difficult to obtain a full quota of electricity. At the same time, IDC is also a more polluting industry, many enterprises can not reach the corresponding energy consumption and environmental indicators. Because of this, in recent years, first-tier cities such as Beijing, Guangzhou and Shenzhen have introduced a series of policies that strictly restrict the construction of new data centers in and around first-tier urban centers. On the whole, the data center industry is a supply and demand imbalance, the supply side is strictly limited, but the demand side of the growth is very fast. So, IDC this industry, which enterprises in the first-tier cities of land reserves, and there are sufficient indicators of electricity, this enterprise has to surpass the core competitiveness of its peers. Iron and steel enterprises, especially those in first-and second-tier cities, because the environmental protection standards are not up to standard and the trend of the Times of energy conservation and environmental protection, many of them have moved their production capacity to third-and fourth-tier cities. Well, these steel enterprises are in first-and second-tier cities, cities have a large amount of surplus land reserves, and the amount of electricity used by steel enterprises is very high. In this way, these steel enterprises also have a lot of surplus electricity consumption indicators in first-and second-tier cities. Land and electricity consumption are the first-and second-tier cities where IDC enterprises are located, city's most scarce resources, steel enterprises can just meet the IDC enterprises in the first and second-tier cities of these two core needs. Baoxin software is typical, this IDC enterprise back to Baowu group, can use Baosteel's land, plant and electricity indicators, cost advantage highlights, sharp rise in the a-share market. Traditional can no longer the traditional steel enterprise, its valuation has fallen very cheap, suddenly encountered such a concept of epitaxy IDC, all of a sudden active in the a-share market, is IDC saved the steel enterprise, or did the steel companies save IDC? Keep sober and rational is very necessary, the steel enterprise epitaxy IDC, if really is the first-tier city of steel, in the city center has a large amount of land reserves, the enterprise really transformed to do IDC industry, really has a lot of imagination. In essence, it is a reassessment of the value of steel companies'own land reserves and energy consumption, and it is labeled as an emerging industry, just as many traditional companies were once labeled as chips or semiconductors, in the a-share market is also a burst of strength. But unfortunately, the chip can be really into the traditional enterprises, very few, the original chip concept, but a stock market speculation is just a reason. The transformation of steel enterprises to do IDC, in addition to a very small number of enterprises have already begun to layout, most of the speculation of steel enterprises, the transformation to do IDC figure eight has not yet been an apostrophe, although investment to a large extent is speculation expectations, but in the transformation of steel IDC has not done when a burst of Meng Chao, it is too "ahead of the curve" ! This "ahead of the curve" , and then a lot of traditional enterprise chip hot spot, HOW SIMILAR TO NAIER! Secondly, IDC this industry is a new industry, with a relatively high technical content, and is highly dependent on the funds of the industry, traditional steel enterprises to do IDC transformation, the odds? Can the system mechanism and vitality of traditional state-owned enterprises meet the requirements of emerging industries? Is the talent pool in place? These all need to do a lot of preliminary work, we can even be sure that most of the steel enterprises do not have the gene to do IDC industry. Steel enterprises used to be "home cause big" , now listed as the authentic Sunset industry, heavy historical burden, even if small gains into the IDC industry, the overall performance of the enterprise contribution to the end how much? Is also an unknown quantity. Steel enterprises to do IDC transformation, sounds really beautiful, but careful consideration, investors really need to use their common sense, a few more questions, keep a sober and rational, which is likely to be successful transformation of steel enterprises?