Group 1 - The core point of the article is the launch of the scaleX 30,000-card supercluster system by Zhongke Shuguang, marking the largest domestic AI computing power pool in China, capable of supporting trillion-parameter model training and high-throughput inference [1][3] - The scaleX supercluster represents a significant advancement in the deployment and practical application of domestic AI computing infrastructure, having been showcased at the HAIC conference and operational within two months [3] - Zhongke Shuguang has overcome key technical challenges such as high-speed interconnection, tight coupling of storage and computing, and efficient resource scheduling to enable the scaleX supercluster [3] Group 2 - The AI industry is experiencing explosive growth in global intelligent computing demand, necessitating infrastructure that is ecologically compatible and flexible to support diverse applications [3] - The scaleX supercluster is designed to be compatible with mainstream software ecosystems like CUDA, allowing for mixed deployment of various domestic acceleration cards, thus lowering the adaptation barrier for developers [3] - The supercluster has completed optimization for over 400 mainstream large models and can connect to thousands of applications, fostering a collaborative innovation ecosystem in the AI industry [4] Group 3 - The scaleX supercluster provides deep empowerment across multiple scenarios, including support for trillion-parameter model training and fault recovery, and has enhanced inference efficiency for major internet users [5] - In the AI for Science domain, the supercluster has supported a domestic materials research model that achieved top rankings internationally, significantly improving protein research efficiency by 3 to 6 orders of magnitude [5] - Zhongke Shuguang aims to deepen technological research and application practices, promoting domestic intelligent computing to serve various sectors of economic and social development more efficiently and inclusively [5]

Group 1 - The Digital Economy ETF (工银561220) opened at 1.480 yuan, experiencing a decline of 0.47% [1] - Major holdings in the ETF include companies like SMIC, which fell by 1.48%, and Haiguang Information, which dropped by 1.00% [1] - The ETF's performance benchmark is the China Securities Index for State-Owned Enterprises in the Digital Economy, managed by ICBC Credit Suisse Asset Management [1] Group 2 - Since its inception on May 21, 2025, the ETF has achieved a return of 48.72%, with a monthly return of 0.79% [1]

日前，国家超算互联网核心节点在郑州正式上线试运行，这一全国一体化算力网络的重大基础设施，凭 借3套中科曙光scaleX万卡超集群系统的同步部署，一举成为全国首个实现3万卡规模部署、且可实际投 入运营的最大国产AI算力池。 作为国家部委、河南省、郑州市多方协同发力、重点部署的战略工程，该核心节点的落地承载着打破算 力壁垒、优化资源配置的重要使命，其战略价值不言而喻。此次开创性完成国产万卡超集群的规模化部 署，不仅创下多项业界纪录，更打造了一个可复制、可验证、可普及的国家级算力建设样板间，为全国 一体化算力网络发展提供了宝贵的实践参考。 中科曙光scaleX万卡超集群的三大核心优势，构筑起这一国产算力底座的硬核实力，全方位领跑业界发 展。在集成度上，该集群采用全球首创的高密度单机柜设计，融合超高密度刀片、浸没相变液冷等前沿 技术，将单机柜算力密度提升20倍之多，同时将电能利用效率（PUE）控制在1.04的超低水平，实现了 算力与节能的双向突破，呼应了"双碳"目标下算力基础设施绿色发展的要求。 众所周知，算力作为数字经济时代的核心生产力，堪比农业时代的水利、工业时代的电力，而我国算力 网络建设的核心目标，正是打破算 ...

面对行业算力供给不足、供需脱节、生态不兼容等痛点，该节点搭载的曙光scaleX万卡超集群基于AI计 算开放架构，兼容主流生态、支持多品牌国产加速卡混合部署，已完成400多个主流大模型适配优化， 实现"开箱即用"，大幅降低算力使用门槛；同时，依托国家超算互联网实现一体化算力调度，可接入上 千款应用，为全球用户提供好用易用的中国AI算力。 经济观察网2月5日，国家超算互联网核心节点在郑州上线试运行，该节点采用中科曙光scaleX万卡超集 群，可提供超3万卡国产AI算力，是国家超算互联网平台接入的全国最大单体国产AI算力资源池，可支 撑万亿参数大模型训练、高通量推理、AI for Science等大规模AI计算场景。 ...

北京商报讯2月5日，中科曙光宣布，由公司提供的3套万卡超集群系统在国家超算互联网郑州核心节点 同时上线试运行，成为全国首个实现3万卡部署、且实际投入运营的最大国产AI算力池，全面覆盖万亿 参数模型训练、高通量推理、AI for Science等大规模AI计算场景。 (相关资料图) ...

北京商报讯（记者 陶凤 王天逸）2月5日，中科曙光宣布，由公司提供的3套万卡超集群系统在国家超算 互联网郑州核心节点同时上线试运行，成为全国首个实现3万卡部署、且实际投入运营的最大国产AI算 力池，全面覆盖万亿参数模型训练、高通量推理、AI for Science等大规模AI计算场景。 ...

36氪获悉，中科曙光scaleX万卡超集群已进入国内AI大模型及行业智能化重大工程的应用阶段，相关项 目将于近期上线试运行。 ...

A 股量子计算：政策与市场驱动下的实锤玩家图谱据光子盒公众号数据显示，2024 年全球量子计算产 业规模达 50.37 亿美元，预计 2030 年将激增至 2199.78 亿美元，2027-2029 年将成为关键爆发节点。在 国内，"十五五" 规划将量子科技列为战略产业，300 亿元专项研发资金落地，A 股企业已在量子计算全 产业链形成多点突破，从软件算法到核心硬件均涌现出具备明确技术与产品支撑的实锤参与者。 科大国创：量子软件领航者，生态协同筑壁垒作为源自中国科学技术大学的高科技企业，科大国创通过 "技术研发 + 资本参股 + 场景落地" 三重路径深度参与量子计算产业。在核心技术研发上，公司自主打 造 "九章" 量子编程框架，其量子化学模拟精度较 IBM 的 Qiskit 工具链高出 30%，还开发专用量子编程 语言 QCAML，技术实力获国际对标认可。 技术协同方面，科大国创与中科大共建智能计算联合实验室，参与 "祖冲之三号" 超导量子计算机的量 子纠错算法研发，实现前沿科研与工程化落地的无缝衔接。资本布局上，公司参股国仪量子 （2.75%）、本源量子（3.08%）等头部企业，构建 "科大系" 量子生态闭 ...

2月2日，中科曙光大宗交易成交5万股，成交额404万元，占当日总成交额的0.16%，成交价80.8元，较 市场收盘价87.17元折价7.31%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-02-02 | 中科曙光 | 603019 | 80.8 404 | 丢高攝影劈毀奇興 | 蛋白菜的美容轮装 | ко | ...

Core Viewpoint - Zhongke Shuguang's stock price has experienced fluctuations, with a recent decline of 2.05% and a total market capitalization of 128.65 billion yuan, indicating potential volatility in investor sentiment and market performance [1]. Financial Performance - For the period from January to September 2025, Zhongke Shuguang reported a revenue of 8.82 billion yuan, reflecting a year-on-year growth of 9.68%, while the net profit attributable to shareholders was 966 million yuan, showing a significant increase of 25.55% [2]. - The company has distributed a total of 2.02 billion yuan in dividends since its A-share listing, with 1.19 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of January 20, 2025, the number of shareholders for Zhongke Shuguang reached 398,100, an increase of 0.58% from the previous period, while the average circulating shares per person decreased by 0.58% to 3,674 shares [2]. - The stock has seen a net outflow of 190 million yuan in principal funds recently, with significant buying and selling activity from large orders [1]. Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Beijing and specializes in high-performance computing, general servers, and storage products, with IT equipment accounting for 88.79% of its revenue [1]. - The company operates within the computer industry, specifically in the computer equipment sector, and is associated with concepts such as supercomputing and computing power [1].