行业周报：周观点：政府工作报告首提“算电协同”，关注产业链投资机会-20260315

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The government work report first mentioned "computing and electricity collaboration," promoting the green and low-carbon transformation of AI infrastructure. This includes implementing large-scale intelligent computing clusters and enhancing national integrated computing power monitoring and scheduling [5][12] - The report emphasizes the high requirements for continuity and stability in power supply for data centers, which have extreme demands for power reliability due to their millisecond-level load fluctuations [6][13] - AI algorithms and big data analysis are utilized to form automated scheduling strategies for computing and electricity collaboration, optimizing the scheduling of computing tasks in time and space [7][14] Summary by Sections Industry Overview - The government work report highlights the importance of "computing and electricity collaboration" in driving the green transformation of AI infrastructure, with a target for new data centers to achieve an 80% green electricity consumption rate [5][12] Market Review - In the week from March 9 to March 13, 2026, the CSI 300 index rose by 0.19%, while the computer index fell by 0.92% [16] Investment Recommendations - The report suggests focusing on investment opportunities in the industry chain, particularly in areas such as power informationization and virtual power plants, with recommended beneficiaries including Guoneng Rixin, Nanfang Digital, and others [8][15]