中国互联网数据中心行业_本周图表_中国十大IDC市场的供应和利用率趋势_12页_333kb

Summary of Chinese Internet Data Centre Sector

• Market Capacity: China's top 10 IDC markets account for 79% of total capacity, with 15.5GW of IT power as of Q2 2025, representing an increase of 4GW since Q3 2024. Net additions totaled 1.9GW in Q4 2024 and 1.1GW cumulatively through Q2 2025, highlighting sustained expansion.

• Regional Dynamics: Hebei and Guangdong dominate the top 5 markets, while Jiangsu (1GW) and Hebei led capacity additions since Q3 2024. Inner Mongolia emerged as a rising hub with 554MW net additions. Top regions showed high utilization: Beijing & surrounding (73%), Greater Bay Area (75%), Yangtze River Delta (67-71%), and other regions steadily improved from 52-61%.

• Utilization: Stable at 70% in Q2 2025, indicating healthy demand despite capacity growth. High utilization in key hubs suggests resilience, with improving dynamics in less saturated areas.

• Key Drivers: Data supports ongoing capacity expansion, likely driven by digital transformation and AI/cloud demand, contributing to the sector's growth.