港股概念追踪 | 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)

Group 1 - The Ministry of Industry and Information Technology (MIIT) announced a plan to accelerate the deployment of high-performance networks between computing power centers, aiming for a 50% deployment rate of 400Gbps or higher by 2027 [1] - The plan includes the verification of new technologies for computing networks and aims to establish a monitoring mechanism for 1 millisecond latency coverage in urban computing power centers, targeting a 70% coverage rate by 2027 [1] - Recent policies from multiple government departments emphasize the construction of new information infrastructure and the integration of computing power with industrial applications, promoting the development of high-quality industry data sets [2] Group 2 - The domestic AI computing power ecosystem is evolving, with significant server orders from major banks and telecom companies, indicating a strong market for domestic computing power suppliers [3] - The report suggests that the domestic computing power industry chain is gaining attention, with notable growth from companies like Alibaba Cloud and Huawei, and the IPO of Moore Threads is expected to enhance the domestic computing power landscape [3] - Key beneficiaries in the computing power sector include companies involved in advanced manufacturing processes and chip architecture upgrades, such as Cambricon, Moore Threads, and SMIC [3] Group 3 - ZTE Corporation is focusing on data centers as a key infrastructure for computing power, responding to the increasing demand driven by AI and cloud computing technologies [5] - The company is developing a multi-technology cooling system to meet the energy efficiency and operational needs of modern data centers, as the number of standard racks in use is projected to exceed 8.8 million by 2024 [5] - China Telecom's Tianyi Cloud has developed an integrated intelligent computing service platform that addresses complex computing power scheduling challenges, utilizing a high-bandwidth network system [6]