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全国首个,正式投运!部署2000张国产算力芯片
Huan Qiu Wang Zi Xun· 2025-12-20 01:02
来源:科技日报 国投集团雅砻江流域水电开发有限公司董事长、党委书记孙文良表示,项目充分依托两河口及周边丰富 的清洁能源,形成"水风光氢储+算力"多能互补、高效利用的稳定供能体系,可满足算力中心全年100% 可靠供电需求,真正实现"零碳算力"供给。 12月19日,依托两河口超级水库电站打造的"绿电+算力"融合项目"两河口算电融合示范项目"在四川省 甘孜州投运,这是国家首个水风光一体化基地——雅砻江流域水风光一体化基地首个算电融合项目,也 是全国首个高海拔岩洞式算力舱智算中心。 ◎ 科技日报记者 刘侠 受访者供图 该项目总投资约3.5亿元,部署2000张国产算力芯片,包括6个算力舱,提供峰值算力约600PFLOPS(每 秒浮点运算60亿亿次)。项目选址在两河口水电站施工隧洞内,隧洞设计年限为50年,抗震设防烈度达 8度。 ...
雅砻江两河口算电融合示范项目投运
Xin Hua Wang· 2025-12-19 13:51
【纠错】 【责任编辑:邱丽芳】 记者:薛晨 新华社音视频部制作 19日,雅砻江流域水风光一体化基地的首个算电融合项目,也是全国首个高海拔岩洞式算力舱智算 中心——两河口算电融合示范项目在四川省甘孜藏族自治州正式投运。 ...
全国首个高海拔岩洞式算力舱智算中心投运
Yang Shi Xin Wen· 2025-12-19 02:39
作为四川省绿色零碳算电融合代表性项目,将为四川省数字经济快速发展注入强劲动能。 (文章来源:央视新闻) 今天,全国首个高海拔岩洞式算力舱智算中心——雅砻江两河口算电融合示范项目,在两河口水电站正 式投运。项目总投资3.5亿元,包括6个算力舱,部署了2000张国产算力芯片,最高每秒能完成60亿亿次 浮点运算。 项目选址在两河口水电站施工隧洞内,抗震设防烈度达8度。充分利用水电站岩洞地质结构稳定的天然 优势,能有效抵御地震、暴雨等自然灾害,为算力设备提供安全可靠的运行环境。借助隧洞的天然恒温 优势,两河口算电融合示范项目PUE值(能耗效率指标)控制在1.2以下,达到了国内领先水平。同时 与水电站共享高等级安防配置,可满足算力舱对数据安全的严格要求。 ...
在白山黑水之间,书写振兴东北的数智新篇
Huan Qiu Wang Zi Xun· 2025-12-18 07:55
来源:鲁网 当然,正视挑战与短板,同样是变革勇气的体现。与东部沿海地区相比,黑龙江的数字经济起步相对较 晚,产业数字化基础较为薄弱,"数字鸿沟"客观存在。 在东北地区的白山黑水之间,黑龙江的故事总与一种探索的力量有关。 从向北开放的枢纽城市节点,到"冰天雪地也是金山银山"的理念实践,黑龙江这片"黑土地"从未停止积 极求变。 如今,既有"东数西算"枢纽节点的战略机遇,也有老工业基地升级的现实命题,黑龙江正与华为一道, 带着"架构创新、生态发展、绿色低碳"的理念,共赴一场算电融合与人工智能的全面革新。 1)数智变革,是黑龙江的时代命题 正因为"求变"的基因,深植于黑龙江的血脉。就很容易理解,为什么黑龙江会将基于算电融合的人工智 能创新发展确立为"十五五"时期经济发展的核心引擎,这显然并非偶然。 一方面,黑龙江的自信,实则建立在独特的资源禀赋之上。 首先,作为国家"东数西算"工程中的算力枢纽节点,黑龙江的算力需求与富集的电力资源在都市圈内高 度集中,这为构建绿色、高效的新型智算中心提供了理想土壤; 其次,黑龙江有扎实的科教人才底蕴。哈尔滨工业大学、哈尔滨工程大学等高等学府,构成了强大的人 才"蓄水池",为人工智能与 ...
算电融合助力人工智能赋能千行百业 协同创新奏响龙江数智发展新乐章
Huan Qiu Wang Zi Xun· 2025-12-18 07:22
Core Insights - The integration of computing power and electricity, termed "算电融合" (computing-electricity integration), is emerging as an innovative model that supports the green energy-driven digital economy, particularly benefiting the artificial intelligence (AI) industry [1][2][3] - The "算电融合" initiative aims to create a new infrastructure that combines energy flow, data flow, and value flow, enhancing the synergy between green electricity and intelligent computing [1][6] - The recent Huawei summit in Heilongjiang focused on promoting this integration and fostering collaboration among various industries to drive high-quality digital economic development in the region [2][5] Group 1: Industry Development - Heilongjiang is positioning itself as a leader in the integration of computing power and electricity, leveraging its energy-rich resources to accelerate economic growth in the digital era [1][6] - The establishment of the AI-enabled digital transformation industry alliance aims to bridge the gap between technology development and industrial application, facilitating the adoption of AI across various sectors [4][6] - Huawei's commitment to innovation in computing and energy sectors is expected to enhance the stability and efficiency of green electricity supply for computing needs, supporting the development of a new green intelligent computing center in Heilongjiang [7][8] Group 2: Strategic Initiatives - The national strategies "东数西算" (East Data West Computing) and "算电协同" (Computing-Electricity Collaboration) present significant opportunities for Heilongjiang as a demonstration province for computing-electricity integration [7] - The summit emphasized the importance of aligning computing power projects with green electricity supply, advocating for a coordinated approach to optimize energy and computing resources [6][7] - Future collaborations and project implementations are expected to unlock the potential of computing-electricity integration and AI, driving regional industrial upgrades and contributing to the high-quality development of Northeast China [8]
总投资600亿元! 四川国资算力投资大手笔 这家A股公司受益
四川数据经济产业传出大消息。上海武桐树高新技术有限公司(下称"武桐树")微信公众号近日发文 称,公司与四川省天府云数据科技有限责任公司(下称"天府云")正式签署战略合作协议,总投资规模 近600亿元。双方将围绕国家"东数西算""算电融合"战略,在绿色算力基础设施建设、运营体系构建、 产业集群打造等方面开展深度合作。 据文章所称,双方将充分发挥各自在政策、资源、资金、技术等方面的优势,共同推进四川能源集团算 电融合项目,依托凉山州绿色电力资源与四川数据集团的平台能力,构建"前店后厂"协同模式,打造全 国领先的绿色算力枢纽与人工智能产业高地。 项目总体规划建设10万卡算力集群,配套1GW新能源装机,分三期实施,总投资将近600亿元。第一期 预计建设2万卡算力集群,将于2027年上半年整体投入运营,集群将重点服务于AI+教育、AI+医疗、 AI+新材料、AI+融媒体、AI+能源等创新应用场景。 企查查显示,天府云成立于2020年12月,注册资本3亿元,系四川数据集团全资子公司。四川数据集团 为四川能源发展集团控股子公司,实际控制人为四川省国资委。 天府云微信公众号介绍称,公司以IDC业务为基础,围绕大数据、云计算、 ...
四川绿电直连实施细则征求意见:配套储能不得独立参与电力市场和对外租赁盈利
Core Viewpoint - The article discusses the draft implementation details for promoting green electricity direct connection projects in Sichuan Province, aiming to leverage the region's clean energy advantages and accelerate the development of related support measures [9][12]. Group 1: General Principles - The implementation details apply to green electricity direct connection projects within the administrative region of Sichuan Province, focusing on new energy sources such as wind, solar, and biomass, excluding existing hydropower and other renewable sources [13]. - The development goal is to meet the green energy needs of various enterprises while ensuring the stability of the public power grid and fair market operations [13]. Group 2: Basic Requirements for Green Electricity Direct Connection Projects - Projects must scientifically determine the types and scales of new energy sources based on load characteristics, with at least 60% of the annual self-generated electricity from new energy sources and at least 30% of total electricity consumption being self-generated [16]. - Projects are not allowed to feed electricity back to the public grid before the continuous operation of the electricity spot market, and after that, they can adopt a model primarily focused on self-consumption [16]. Group 3: Pricing and Trading Mechanisms - The pricing mechanism for green electricity direct connection projects must comply with national regulations, and projects in specific regions are exempt from peak pricing policies [21]. - Projects must participate in the electricity market as a unified whole and cannot have their supporting storage facilities operate independently in the market [21]. Group 4: Management and Implementation - Project owners must submit applications for approval or record-keeping according to regulations, and if projects are not commenced within two years of approval, the allocated new energy resources will be revoked [25][26]. - The overall implementation plan must be evaluated and approved by local energy authorities, ensuring that all components of the project are constructed and put into operation simultaneously [24]. Group 5: Safety and Monitoring - Projects must establish clear safety responsibility interfaces with the public grid and adhere to safety management measures to ensure stable operation [19]. - The provincial energy bureau is responsible for guiding the evaluation of project demand and monitoring project management and operation [26].
人事丨“算电融合”时代来临,王小军提名中国电建总经理引关注
Sou Hu Cai Jing· 2025-12-01 16:02
Group 1 - Wang Xiaojun has been appointed as the Deputy Secretary of the Party Committee and Director of China Power Construction Group Co., Ltd., and nominated as the candidate for General Manager [2] - Wang Xiaojun has nearly 30 years of experience in the electric power construction industry, with a career that includes various leadership roles and extensive international project experience [2] - The global power infrastructure is facing significant challenges and opportunities due to the AI computing power revolution [2] Group 2 - The power gap for data centers in the U.S. is expected to reach 49 GW between 2025 and 2028, driven by the intensive investment from tech giants in computing infrastructure [3] - The annual electricity consumption of generative AI is projected to surge from 7 TWh in 2023 to 393 TWh by 2028, with a compound annual growth rate exceeding industry expectations [3] Group 3 - Under Wang Xiaojun's leadership, China Power Construction is expected to enhance its focus on the "computing and electricity integration" new track, as highlighted in recent national policies [4] - The "computing and electricity collaboration" initiative is part of key tasks outlined in national plans aimed at promoting the synergy between computing power and electricity [4] - China's computing center electricity consumption is projected to grow from 82.4 billion kWh in 2019 to 166 billion kWh in 2024, with a compound annual growth rate of 15% [4] Group 4 - China Power Construction is actively pursuing strategic transformation and high-quality development, focusing on new industry cultivation, technological innovation, and digital transformation [5] - The company aims to expand its "water" business, promote high-quality development of its "energy" business, and explore the potential of its "city" business while increasing the scale of its "data" business [5] - Wang Xiaojun's technical background is expected to help China Power Construction identify new growth points in the rapidly changing energy landscape, particularly in hydropower and new energy projects [5]
像“搭积木”一样建设算力中心,前9个月山东智能算力产业规模超700亿元
Da Zhong Ri Bao· 2025-11-30 22:51
Group 1 - The core industry of Dongying is petrochemicals, and the emergence of large models with rich professional knowledge is enhancing the intelligence and confidence in "black gold" development [1] - The oil identification model developed by Shengruan Technology has been included in the provincial "model coupon" award list, helping more companies build oil and gas-specific large models through a technical system of "pre-trained large model + industry knowledge base + intelligent application" [1] - The CCUS (Carbon Capture, Utilization, and Storage) industry in Dongying is leveraging artificial intelligence to accelerate the development of new efficient capture materials, reducing traditional selection cycles from years to days [1] Group 2 - As of September, Shandong has evaluated 249 large model products through third-party professional institutions, achieving a business revenue of 5.026 billion yuan in the large model industry, a year-on-year increase of 102.25% [2][6] - The transition from "manufacturing" to "intelligent manufacturing" is supported by the rapid deployment of intelligent computing centers, which facilitate data circulation and enhance the accessibility of artificial intelligence [2] - The demand for intelligent computing centers is increasing as local governments aim to accelerate construction, transforming traditional buildings into intelligent computing centers to meet challenges such as rapid delivery and flexible expansion [2] Group 3 - The construction of intelligent computing centers is being driven by prefabrication, modularization, and greening, allowing for a 90% prefabrication rate and flexible combinations of modular functional boxes [3] - The Dongying computing center is built on cloud computing technology, providing a unified platform for general, intelligent, and high-performance computing to meet various usage scenarios [3] - A joint venture between Inspur and Shandong Tianrui Heavy Industry aims to innovate and optimize technology, with related achievements recognized as "internationally advanced" by Shandong Province [3] Group 4 - The Inspur intelligent computing center project covers eight major hub nodes in the country, with a cumulative computing power scale of approximately 10 EFLOPS [4] - Shandong has established 22 provincial intelligent computing cloud service centers with over 100 PFLOPS of computing power, contributing to a total computing power scale exceeding 20.4 EFLOPS in the province [4] - The intelligent computing industry in Shandong, including AI servers and intelligent computing cloud services, has surpassed 70 billion yuan in scale from January to September [4][5] Group 5 - The time required for research and development tasks has been significantly reduced, accelerating the launch of large model products across various application scenarios [5] - Shandong is focusing on vertical large model tracks, enhancing the comprehensive supply capacity of infrastructure, and deepening the application of artificial intelligence, with related industries accounting for about 9% of the national total [5][6] - The provincial government allocates over 14 billion yuan annually for major research and development projects, implementing more than 360 initiatives [6][7]
新筑股份(002480) - 002480新筑股份投资者关系管理信息20251121
2025-11-21 10:54
Group 1: Company Overview and Background - Chengdu Xinzhu Road & Bridge Machinery Co., Ltd. introduced its history, industry status, and restructuring background [2] - The controlling shareholder, Shudao Group, has three main business sectors, including clean energy [2] Group 2: Resource and Market Analysis - Shudao Clean Energy Group has over 30 million kilowatts of resource reserves, primarily in the "Three Prefectures and One City" region of Sichuan [2] - By 2025, Sichuan's electricity consumption is expected to reach 486.5 billion kilowatt-hours, with a supply capacity of approximately 460 billion kilowatt-hours, resulting in a shortfall of 26.5 billion kilowatt-hours [3] Group 3: Future Development Trends - Future electricity development in Sichuan will focus on three areas: multi-energy complementary power source construction, promoting electricity imports from Xinjiang and Gansu, and building virtual power plants [3] - The company aims to leverage its advantages in transportation and energy integration to secure high-quality clean energy resource development rights [3] Group 4: Impact of Policy Changes - The implementation of Document No. 136 is expected to have limited impact on hydropower, while wind and solar energy prices will gradually align with hydropower prices [3] - The company plans to mitigate market risks through long-term electricity trading agreements and innovative business models [3] Group 5: Storage and Renewable Energy Initiatives - Shudao Clean Energy Group is focusing on energy storage development, targeting both local and coastal areas for project implementation [4] - The company has already secured provincial demonstration projects for electrochemical storage and compressed air storage [4] Group 6: Infrastructure and Operational Efficiency - Shudao Group operates nearly 100 highways, with distributed photovoltaic systems installed on 53 of them, achieving a self-consumption rate exceeding 40% [4] - Future plans include transitioning to comprehensive energy services and enhancing operational efficiency through standardized management [4] Group 7: Shareholder Meeting and Restructuring Progress - The temporary shareholder meeting scheduled for November 24, 2025, was canceled to protect minority investors' interests due to the expiration of financial data validity [4] - The delay in the shareholder meeting does not affect the overall progress of the major asset restructuring [4]