Core Insights - Artificial intelligence is rapidly restructuring productivity and is becoming a core driver of economic and social transformation [1] - Recent policies in regions like Hangzhou and Hainan signal a strong push towards enhancing computing power and advancing AI applications [1][2] - Shandong High-speed Holdings is strategically positioning itself in the "new energy + new infrastructure" sectors, focusing on AI computing power, data assets, and application scenarios [1][3] Industry Trends - Since April 2025, various regions in China have released policies to promote AI and computing power development, creating a systematic push from supply-side capacity enhancement to demand-side scenario guidance [2] - The AI industry in China is expected to grow significantly over the next decade, with predictions indicating that by 2028, reasoning computing power will surpass training computing power [2] - The smart computing market in China is projected to grow 2.5 times, with an annual growth rate of nearly 40% [2] Company Strategy - Shandong High-speed Holdings has been deepening its layout in the computing power technology sector, providing green and efficient computing support for the digital economy [3] - The company has secured over 4 GW of new energy indicators for 2024, covering both centralized and distributed wind power [3] - Strategic partnerships, such as with Century Internet, are being leveraged to enhance the company's ecosystem and transition from traditional IDC services to AI computing power operations [3][6] Market Positioning - The AI and industry application integration is accelerating, positioning Shandong High-speed Holdings' computing infrastructure and green energy support systems for rapid growth [4] - By 2035, the scale of China's AI industry is expected to grow from 398.5 billion to 1.7295 trillion yuan, with a compound annual growth rate of 15.6% [4] - The company aims to create a new model of productivity supported by low-carbon energy and intelligent applications, replicating this model across various regions [4][5] Collaborative Mechanisms - Shandong High-speed Holdings is exploring multi-party collaboration mechanisms to effectively connect computing resources with local industry digital upgrades [6] - The integration of "large models + industry" is becoming a key trend for AI implementation, with the stability of computing and data foundations being crucial for scalable operations [6] - The company is establishing a comprehensive ecosystem that integrates investment, operation, and service capabilities, making it one of the few platforms capable of systematic ecological construction [6]
产业新政加速落地 山高控股电算科技新范式成型