算力产业再迎政策利好 相关上市公司抢抓发展先机

Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the establishment of a national computing power interconnection node system to enhance the efficiency and service level of public computing resources, promoting high-quality development in the computing power industry [1][2] - The policy aims to optimize the layout of computing power, alleviate supply-demand imbalances across regions and industries, and stimulate demand along the industry chain, presenting tangible growth opportunities for related listed companies [1][2] Policy Framework - The national computing power interconnection node system consists of one national node and multiple regional and industry nodes, providing comprehensive support services for interconnection and monitoring [2] - The establishment of a "1+M+N" system is designed to break down barriers between different types of computing power, improving resource utilization efficiency and supporting high-quality industry development [2][3] Industry Trends - The computing power sector has seen a surge in policy initiatives aimed at accelerating high-quality development, with various local governments actively promoting interconnection efforts [3] - The demand for computing power is increasing due to rapid advancements in AI models and commercial aerospace, pushing companies to enhance their technological capabilities and service efficiency [3][4] Market Dynamics - As of December 2025, the consumer scale of computing power internet users in China is approaching 10 million, with the public intelligent computing service market exceeding 130 billion yuan [4] - The application of computing power is expected to penetrate multiple scenarios, including manufacturing and agriculture, fostering a multi-layered computing ecosystem that lowers innovation barriers for enterprises [4] Technological Innovations - Companies in the computing power industry are focusing on technological innovations in areas such as computing scheduling and large model training to seize development opportunities [5][6] - Significant breakthroughs have been achieved in domestic computing training efficiency, with improvements in training efficiency for various models, marking a substantial advancement in the domestic computing platform [5][6] Strategic Focus - Companies are encouraged to enhance quality and efficiency while collaborating within the ecosystem, focusing on high-demand areas such as liquid cooling and optical modules [6] - Leveraging the computing power interconnection nodes, companies aim to optimize resource scheduling and application scenarios, creating differentiated solutions to capture niche markets [6]