Group 1: Policy Developments - The Ministry of Industry and Information Technology (MIIT) announced a special action plan to accelerate the deployment of high-performance networks between computing power centers, aiming for a 50% deployment rate of 400Gbps and above by 2027 [1] - A joint implementation plan from seven departments emphasizes the construction of new information infrastructure and the integration of "5G + industrial internet," promoting the layout of computing power infrastructure [2] - The National Development and Reform Commission (NDRC) highlighted the "East Data West Computing" project, focusing on the deployment of computing power resources and the establishment of a unified national computing network [2] Group 2: Market Trends and Opportunities - The domestic AI computing power ecosystem is evolving, with over 90% of server bids won by domestic suppliers during the recent procurement period [3] - The report from Huaxi Securities suggests a focus on the domestic computing power industry chain, with significant growth in AI applications and computing power capabilities [3] - Companies like Weichai Power reported a 491% year-on-year increase in data center product sales, indicating a new growth point in their business [5] Group 3: Company Developments - ZTE Corporation is enhancing its data center capabilities to meet the growing demand for computing power, leveraging self-developed temperature control products to optimize energy efficiency [5] - Zhonggan Communication, known as the "first stock of computing power infrastructure" in Hong Kong, has established stable business relationships with major telecom operators in China [6] - China Telecom's Tianyi Cloud has developed an integrated intelligent computing service platform that addresses computing power scheduling challenges, utilizing a high-bandwidth network system [6]
算力突迎利好！工信部开展城域“毫秒用算”专项行动 受益龙头厂商获关注(附概念股)
Zhi Tong Cai Jing·2025-10-16 23:33