拆解中科曙光：当一家龙头企业选择“不建墙”

Core Viewpoint - The Chinese computing industry faces a fundamental choice between a vertically integrated model, akin to Apple's approach, and an open collaborative model, similar to Android's, as it prepares for the AI-driven transformation by 2025 [1][2][5] Industry Context - The Chinese computing industry has made significant progress, but it remains in a state of "strong competition, weak cooperation," with many companies using proprietary interfaces and protocols, leading to resource waste and inefficiencies [4][5] - National strategic documents emphasize the need for a unified and strong national computing market, highlighting the importance of optimizing computing resource layout and promoting standard recognition [3][5] Company Actions - Inspiring collective action, Inspiring company, Zhongke Shuguang, has initiated the first "AI Computing Open Architecture" in collaboration with over twenty industry partners, marking a shift towards an open collaborative approach [1][2][15] - The open architecture aims to address industry bottlenecks by providing a system for collaborative innovation across various computing components, thus reducing the need for redundant R&D efforts among different manufacturers [14][15] Technical Innovations - Zhongke Shuguang has invested in liquid cooling technology since 2011, achieving over 30% energy savings compared to traditional air cooling, and significantly increasing power density in data centers [6][10] - The company’s comprehensive business model covers high-end computing, storage, security, data centers, and cloud computing, demonstrating its capability to understand and integrate the entire computing ecosystem [7][8] Economic Performance - In the first half of 2025, Zhongke Shuguang reported revenues of 5.85 billion yuan, a 2.41% increase year-on-year, with net profit rising by 29.39% to 729 million yuan, indicating a shift from hardware expansion to value enhancement through technology and solutions [10] Data Sharing Initiatives - Following the launch of the open architecture, Zhongke Shuguang announced the sharing of high-resolution meteorological data, which aims to support various industries by providing critical data resources that were previously costly and difficult to obtain [17][18] - This initiative has already shown practical applications in sectors such as energy, agriculture, aviation, and insurance, demonstrating the transformative potential of shared data in enhancing operational efficiency and decision-making [18][20] Strategic Vision - The actions taken by Zhongke Shuguang reflect a broader vision of creating an open and inclusive computing ecosystem in China, positioning itself not just as a technology leader but as a builder of the entire industry ecosystem [21][22]