我国加快算力标准体系建设 构建全国算力“一张网”

Group 1 - The Ministry of Industry and Information Technology of China is soliciting opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)" to accelerate the establishment of a national integrated computing power network and a suitable standard system for industrial development [1] - By 2027, the guidelines aim to revise and formulate over 50 standards related to various aspects of computing power, including infrastructure, equipment, and applications, to effectively promote the construction of the computing power standard system [1] - The guidelines also emphasize the importance of collaboration among research institutions, industry associations, and industrial alliances to foster innovation, industrial promotion, infrastructure development, and talent cultivation [1] Group 2 - China's computing power industry accounts for nearly 30% of the global market, with a diverse supply system that includes general computing, intelligent computing, and supercomputing [2] - The total scale of computing power in China has been growing at an annual rate of approximately 30%, driven by the rapid development of artificial intelligence [2] - By June 2025, China's intelligent computing power scale is expected to reach 788 EFLOPS, representing 32% of the global total, maintaining the second position worldwide [2] Group 3 - Nine concept stocks have reported significant profit growth in the first three quarters of the year, including companies like Shijia Optoelectronics and Cambricon Technologies, with Shijia Optoelectronics achieving a net profit of 300 million yuan, a year-on-year increase of 727.74% [3] - Cambricon Technologies turned a profit with a net profit of 1.605 billion yuan in the same period, significantly increasing revenue through market expansion and AI application support [3] - DingTong Technology reported a net profit of 177 million yuan, a year-on-year increase of 125.39%, driven by growth in its communication connector business [3] Group 4 - The computing power sector has seen multiple stocks with over 100% increase in their market value this year, with 21 concept stocks achieving this milestone [4] - Shenghong Technology leads with a cumulative increase of 564.6% year-to-date, indicating strong market performance [4] - Analysts predict that 38 concept stocks are expected to have a net profit growth rate exceeding 20% in the next two years, with 14 stocks showing an upside potential of over 10% based on current prices [4] Group 5 - Shenling Environment has the highest potential upside of 62.16%, focusing on digital and computing power applications, as well as energy [5] - The company is ranked first in the liquid cooling data center market for China's intelligent computing industry and has seen its data service orders double compared to the same period last year [5] - Other companies with significant upside potential include Aofei Data, Taicheng Light, and Runze Technology [5]