万国数据-SW2023 年度报告

二零二三年年度報告 2023 年度報告 2主要資料9業務概覽81管理層討論與分析124董事、高級管理層及僱員143主要股東及關聯方交易150股東的其他信息171豁免和放棄174風險因素262釋義270獨立核數師報告360進一步資料 VIEVIEVIE202120222023VIE96.1%96.1%95.3%VIEVIE 20231231VIEGDSGDSGDS (1)EDC Holding Limited6117 (2)GDS60(3)20%(4)20242WG Data Hub Sdn. Bhd.GDS IDC Services (Malaysia) Sdn. Bhd.GDS IDC II Services (Malaysia) Sdn. Bhd.GDS IDC III Services (Malaysia) Sdn. Bhd.100%(5)GDS IDC Services Pte. Ltd.PT GDS Indonesia Group70%30%PT Maleo Investasi Indonesia(6)B-O-T VIEVIEVIEGDSGDS VIEVIE VIEVIEVIEVIE2019 VIEVIEVIEVIE VIE2023123125,030.63,525.5VIE299.342.224,731.33,483.3 VIE 2021202220231231VIE9,935.46,312.51,285.3181.0 2021202220231231VIEVIE HFCA20201218202212292023HFCAPCAOBPCAOB193420-FSECSEC 202112PCAOBHFCA2021HFCA202242820-F202112312022526SECSEC PCAOB20228PCAOB2022911PCAOB2022122021PCAOB2023SEC2024SECPCAOBHFCAPCAOBPCAOBHFCAPCAOBSEC SECSECHFCA VIEVIEVIE 2320231231572,55592.8%182,74676.4% 5GVR2025 IT GDS InternationalGDSI20222023123124,20331,14450,10920231231GDSI52,03313,446 ITITIT20231231864ITGDS31015 2023123193565,062197,493182,746105458,330202120222023123193.8%95.5%92.8%202120222023123165.5%71.8%73.1% 20217,818.720229,325.619.3%20239,956.51,402.36.8%20211,191.220221,266.120234,285.4603.6EBITDA20213,703.420224,251.420234,624.1651.320212022202312313,910.85,179.79,469.81,333.8 (i)(ii)(iii) 202120222023123161.3%71.5%76.4% 1224IT 2021202220231231237,347260,168252,22720212022202312310.4%0.5%1.9% 202120222023123193.8%95.5%92.8%202120222023123165.5%71.8%73.1% ITPUEIT 20231231572,55592.8%73.1%20231231182,74676.4% 20231231 20231231670,975531,311139,664 2023123193565,062182,746105458,330 •90%2NN+12NN+12NN+1N+1IT •2.2ITITIT •PUE2023IT30%PUE1.28PUE IT • • • 5020182019HK1HK22047623NTP1NTP2NTP3NTP4BatamNongsaNongsaNongsa20204411520B-O-T10 20231231B-O-T44.2%55.8% 2023123133.7%66.3%B-O-T 2023123176.6%23.4%B-O-T SZ2ZB1ZB2ZB32025520285SZ21520ZB1ZB2ZB3B-O-T BOTBOT 2023123115B-O-T68,910100%B-O-T3,440100%GICHL1UL1B-O-T51%49%20231231B-O-T100% 20198GICB-O-TGIC10%90%B-O-T 20219GICB-O-T51%GIC49%20231231GICHL1UL149%B-O-T 20231231197,493 ITITIT IT ITBCDR IT IT •5,000 • •(i)(ii)(iii) IT ITIT ISO9001ISO20000ISO2700120169ISO22301202011ISO 14001ISO 45001ISO 5000120229ISO277012023123136Uptime Institute(M&O)Uptime Institute2018Uptime InstituteUptime InstituteGDSM&OIT 202123.7%22.2%202225.1%19.9%202327.9%16.8%10% (i)(ii)(iii)IT(iv) 20231231864ITGDS 2023123156.2%32.5%11.3%2023123134.0%13.7%10% 20231231 1224 12 20212022202312310.4%0.5%1.9% 2023 202120222023123110.19.918.32.6 2023NielsenIQNielsenIQ20231130202312303069.6471085% 202120222023123170%2021123130%40%20222023123140%50% IT AI 20231231203223375070萬國數據GDS2023123113883717gds-services.com GDS萬國數據ITGDS萬國數據ITGDS • • 2024 COSOCOSOCOSOCOSOCOSO 202312ESG2022ESG202220231246-K001-3792599.1 202320232023 202338%IT30%PUE1.282023123138 202326.8%30.4%18%32.116.5% 2023 3EExperienceExposure Education20212022202312311,8782,1852,34520231231 ITIBM AS/400CCIEVMware VCPCISP IT 999C4/5200137 2023123112,305 2023123115%6(2)342(1)(b)34(2) 193410(b)20(a)202312182024252024342024318 VIEVIE 1993122919947119991225200482820051027201312282018102620231229201931520192020112019122620192020112019 2019(2021)(2021)(2021) 2019123020201120100,000300,000300,000500,000 202012192021118(i)(ii)(i)50%(ii)50%(iii) 20211227(2021)202211(2021)(2021)(2021) 200112112008910201626202232950% 20036292003101750% 2006713(i)(ii)(iii)(iv) 2021629 VIE 2024410(i)(ii)(iii) 20009252014729201626 2015122820152016312019662015(i)(ii)(iii)20152015TCP/IP 20093120094105201773201791(i)(ii)51%(iii) 20121130(ISP)ISP2012121 201356 GDS14GDSGDS44(i)(ii)(iii) 20171172017201720183312017(i)(ii)2016312015IDC20173312017201811(iii)(VPN) GDSGDS 201064 20211230<>14114114120 2003611200381 2007111 199051920201129 19951228199621 19947520078302009827201982620% 1998429200810282019423202142920204120238212,500(i)(ii)30,000300,000 20161130201721201738201748 201611272023328 •202012232025PUE1.3 •202111305G1)2025PUE1.3PUE1.252)PUE1.5330%50% •20214251) 2021-20221,0002023-202570%2PUE1.3 •20214272021-20232021-20231PUE2.02.530%2)PUE1.83PUE1.3PUE1.63PUE1.36 •2021742021-20232023PUE1.3PUE1.25 •2022214202220222015201820222021-20232021-2023 •2022228PUE1.32025PUE1.5 •2022572,00050% •2022624 •20228222022-20252025PUE1.3 •2022929 •20229302025PUE1.25 •20221010PUE1.31.4 •202211291)PUE1.3PUE1.252)PUE1.251.43PUE1.4 •20221221)PUE1.32)PUE1.253)PUE1.5480% •202212162022186 •2023731)2023332)10,00020,00010,00030,00020,00030,000PUE1.31.25 1.21.153)80%4PUE1.4 •2023912PUE1.4PUE1.25 20221222202321202272820222023442023202120241292024 20191021 2021101110%15%20%20% 20221223202314202320231213202410kV 200012282009827 200762230 2000925201118200512132013716201112292012315(i)(ii) 20218202021111(PIPL)PIPL(i)(ii)PIPL 2016117201761 202112282022215 20211114(i)(ii)(iii)(iv) 2021730202191 202277202291(i)(ii)100(iii)11100,00010,000(iv) •2021742021-2023 •202112