Group 1 - The core viewpoint of the news is the issuance of guidelines by various government bodies to promote the development and utilization of enterprise data resources, focusing on enhancing digital competitiveness and supporting high-quality economic development [1][5] - The guidelines emphasize the importance of collaborative innovation within the industrial chain, encouraging leading enterprises to drive data sharing and integration among upstream and downstream companies [2][5] - The document outlines initiatives to improve the data efficiency of state-owned enterprises and to establish a big data system for state-owned enterprises, which will facilitate industrial transformation and upgrade [2][5] Group 2 - The data center industry is expected to accelerate the elimination of outdated capacity and improve efficiency due to the progress in electricity marketization and increasing demand for low-carbon solutions [3] - Companies in the data center sector, such as Paineo Technology and KOTAI Power, have seen significant stock price increases, indicating positive market sentiment towards the data center concept [4] - The guidelines also aim to stimulate new momentum in the digital economy by developing policies that support data collection, storage, and utilization, particularly in key industries like AI, agriculture, and finance [5]
数据中心概念爆发，派诺科技、科泰电源等涨停，依米康涨超15%