多地发放算力券 产业链上市公司加速布局

Core Insights - The rapid development of artificial intelligence (AI) technology is driving the demand for computing power, which is becoming a key infrastructure for innovation [1] - Local governments are actively issuing "computing power vouchers" to reduce costs for enterprises, particularly small and medium-sized enterprises (SMEs), to foster innovation and participation in the AI industry [1][2] - The issuance of computing power vouchers is accelerating across various regions, with cities like Chengdu, Shanghai, and others implementing substantial financial support measures [2] Government Policies - Guizhou Province has introduced policies to promote data industry development, including the issuance of computing power vouchers to support enterprises in reducing computing costs [1] - Chengdu plans to issue up to 100 million yuan in computing power vouchers annually, allowing for a maximum 60% discount on computing purchases [2] - Shanghai aims to issue 600 million yuan in computing power vouchers and provide up to 30% rent subsidies for renting computing power [2] Industry Growth and Demand - The demand for computing power is expected to grow significantly, leading to the expansion and efficiency improvement of data centers and intelligent computing centers [3] - The market for computing power is projected to reach a scale of over 100 billion yuan globally, with China's smart computing expected to account for 35% by 2025 [3][4] Company Strategies - Companies across the industry chain are accelerating their layouts to capture opportunities in the rapidly growing computing power market [4] - Firms like Jiahuan Technology are establishing AI intelligent computing centers in multiple cities, while Gansu Jingang Photovoltaic has signed contracts for intelligent computing services worth 399 million yuan [4][5] - Companies are advised to focus on technology, ecosystem, and application dimensions to seize opportunities, emphasizing self-innovation and collaboration with research institutions [5]