艾媒咨询 | 2026年中国东数西算市场状况及标杆企业分析报告

作为我国数字经济基础设施布局与算力资源优化配置的核心国家战略工程，东数西算产业持续受益于数字产业化升级、AI算力需求爆发、数据要素市场化改革与全国算力网络统筹建设的全方位赋能，其产业效能已从单一数据中心基建落地，延伸至全国算力供需重构、东西部数字产业协同与算力绿色低碳化革新。当前，行业版图内算力硬件制造、IDC数据中心运营、算力温控配套、算力网络传输、行业算力服务等多元赛道竞合交织，市场主体对枢纽节点资源、核心技术壁垒、规模化落地能力与头部客户资源的争夺日趋白热化，行业发展从初期基建落地加速向常态化精细化运营、算力价值深度挖掘的成熟阶段演进。国家持续推进八大算力枢纽、十大数据中心集群建设，出台算力国产化、绿色算力、算网融合等扶持政策，为东数西算相关企业技术迭代、产能布局、场景拓展与生态协同发展注入强劲活力。纵观行业发展脉络，中国东数西算产业正经历从基建规模扩张向算力价值提质增效的关键跃迁，核心硬件自研能力、算网一体化水平、绿色低碳运营效率与商业化落地深度，将成为行业长期发展的核心支点。
全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026年中国东数西算市场状况及标杆企业分析报告》数据显示，国内东数西算行业呈现显著的头部集聚、强者恒强的发展格局，市值与营收集中度均处于高位。行业板块市值前三名企业依次为浪潮信息（1193.72亿元）、中天科技（1099.65亿元）、润泽科技（1092.93亿元），三家头部企业市值合计占行业TOP10总市值比例达53.96%，充分凸显行业龙头的市值主导地位。板块营收前三名企业依次为浪潮信息（354.70亿元）、紫光股份（279.85亿元）、中天科技（131.42亿元），前三名企业营收合计占TOP10总营收占比高达85.12%，行业营收资源高度向头部企业聚拢。艾媒咨询分析师认为，头部企业处于成熟期，通过巩固核心产品扩大份额；中小型企业多处于成长初期，需通过差异化服务或垂直场景突破。该格局短期将维持，但算力需求增长可能催生新变局。
通过对典型企业的研究，可以更直观地了解东数西算产业板块各具特色的布局和差异化的发展路径。英维克作为算力温控配套领域的标杆企业，深耕数据中心液冷、风冷等节能温控技术，精准适配东数西算工程绿色低碳发展要求，为各大算力枢纽数据中心提供高效散热解决方案，依托技术迭代与产品升级，持续巩固算力基础设施配套领域的核心优势；宝信软件聚焦于工业互联网与数据中心服务，深度参与全国算力枢纽节点建设，具备数据中心规划、建设、运营全链条服务能力，深耕工业算力与城市算力场景，其经营稳定性与成长空间深度绑定全国算力网络建设进度与政企数字化转型需求，持续的技术研发与项目落地为其业务增长提供核心支撑；润泽科技深耕数据中心（IDC）与智能计算（AIDC）业务，重点布局京津冀等核心算力枢纽，自持大规模高等级数据中心资源，依托西部低成本绿电优势，聚焦离线数据存储、AI算力训练等核心业务，实现算力资源规模化、绿色化运营，是东数西算工程落地的核心受益企业。三家企业分别深耕算力配套、算力基建服务、IDC运营核心赛道，产业链定位、盈利模式与成长逻辑差异显著，但共同指向了技术自主创新、精细化场景运营、绿色算力深耕的行业长期发展趋势。
As a core national strategic initiative for the layout of China's digital economy infrastructure and the optimal allocation of computing power resources, the East-to-West Data Computing Industry continues to benefit from comprehensive drivers such as the upgrading of digital industrialization, the explosive demand for AI computing power, the market-oriented reform of data elements, and the coordinated development of nationwide computing power networks. Its industrial efficacy has expanded beyond the initial implementation of single data center infrastructure to encompass the restructuring of computing power supply and demand across the country, the synergy between eastern and western regions in the digital industry, and the green and low-carbon transformation of computing power. Currently, within this industry landscape, diverse sectors—including computing power hardware manufacturing, IDC data center operations, computing power thermal management support, computing power network transmission, and industry-specific computing services—are interwoven with both competition and cooperation. Market participants are increasingly engaged in fierce competition over hub node resources, core technological barriers, large-scale implementation capabilities, and access to leading clients. The industry is evolving from an initial phase focused on infrastructure deployment to a mature stage characterized by routine and refined operations, as well as the deep exploration of computing power value. The state continues to advance the construction of eight major computing power hubs and ten large-scale data center clusters, while introducing supportive policies such as domestic computing power solutions, green computing power initiatives, and the integration of computing and networking, thereby injecting strong vitality into the technological iteration, capacity deployment, scenario expansion, and collaborative ecosystem development of enterprises involved in the East-to-West Data Computing initiative. Looking at the overall development trajectory of this industry, China's East-to-West Data Computing sector is undergoing a critical transition from scale-driven infrastructure expansion to value-driven enhancement of computing power efficiency. The self-developed core hardware capabilities, the level of computing-network integration, the efficiency of green and low-carbon operations, and the depth of commercialization will become the cornerstone for the long-term development of this industry.
According to the latest "2026 China East–West Data Transfer Market Status and Benchmark Enterprise Analysis Report" released by iiMedia Research (a globally leading third-party data mining and analysis firm in the new economy sector), China's East–West Data Transfer industry exhibits a distinct pattern of head concentration and strengthened dominance among leading enterprises, with both market capitalization and revenue concentration at relatively high levels. The top three companies by market capitalization in this sector are Inspur Information (RMB 119.372 billion), Zhongtian Technology (RMB 109.965 billion), and Runze Technology (RMB 109.293 billion); their combined market capitalization accounts for 53.96% of the total market capitalization of the TOP 10 players, fully highlighting the dominant market position of these industry leaders. The top three companies by revenue are Inspur Information (RMB 35.470 billion), Unisplendour Technology (RMB 27.985 billion), and Zhongtian Technology (RMB 13.142 billion); their combined revenue represents 85.12% of the total revenue of the TOP 10 firms, indicating a strong concentration of revenue resources among the leading enterprises. Analysts from iiMedia Research note that the leading enterprises are in a mature stage, consolidating their core products to expand their market share; whereas small and medium-sized enterprises are mostly in the early growth phase and need to break through through differentiated services or vertical application scenarios. This industry landscape is expected to persist in the short term, but the growing demand for computing power may give rise to new shifts.
By studying typical enterprises, one can gain a more intuitive understanding of the distinctive layouts and differentiated development paths within the "East Data, West Computing" industry sector. As a benchmark enterprise in the supporting infrastructure for computing power, Yingweike has deeply specialized in energy-saving temperature control technologies for data centers, such as liquid cooling and air cooling; it precisely aligns with the green and low-carbon development requirements of the "East Data, West Computing" project by providing efficient heat dissipation solutions for major computing power hubs; through continuous technological iteration and product upgrades, the company has consistently strengthened its core advantages in the supporting infrastructure for computing power. Baoxin Software focuses on Industrial Internet and data center services, actively participates in the construction of national computing power hub nodes, and possesses comprehensive service capabilities spanning the entire lifecycle—from data center planning and construction to operation—while specializing in industrial computing power and urban computing scenarios; its operational stability and growth potential are closely tied to the progress of national computing power network construction and the digital transformation needs of government and enterprise sectors, with ongoing R&D efforts and project implementation serving as the core foundation for its business growth. Runze Technology specializes in data center (IDC) and intelligent computing (AIDC) businesses, focusing its strategic layout on key computing power hubs such as the Beijing-Tianjin-Hebei region, owning large-scale, high-grade data center resources, leveraging the cost advantages of low-cost green electricity in western China, and concentrating on core business areas such as offline data storage and AI computing training, thereby achieving large-scale and green operations of computing power resources; it is a key beneficiary of the implementation of the "East Data, West Computing" project. These three enterprises specialize in distinct core segments: computing power supporting infrastructure, computing power infrastructure services, and IDC operations; while their industrial chain positioning, profit models, and growth logic differ significantly, they collectively reflect the long-term industry trends toward independent technological innovation, refined scenario-specific operations, and deep cultivation of green computing power.