1月31日，国产电力心脏全球爆单的背后，是算力用电的大幅增长。当前，全球AI算力建设进入爆发 期，高功率、高稳定的供电成为算力集群的"生命线"。随着"东数西算"工程深入推进，全国多地算力园 区密集落地，2025年国内变压器市场规模同比增长超20%，其中AI算力、特高压相关高端产品订单占比 已突破35%，成为产业增长的核心引擎。 数据显示，我国变压器行业企业约3000家。2025年，我国变压器出口总值达646亿元，比2024年增长近 36%。 在广东、江苏等地，大量变压器工厂已经处于满产的状态，其中部分面向数据中心的业务订单都排到了 2027年。全球AI算力中心的爆发式增长，让变压器成为稀缺资源，美国市场交付周期已经从50周延长 至127周。 ...

Group 1 - The global AI computing power infrastructure is experiencing explosive growth, with transformers becoming a core component of this infrastructure [1] - Many transformer factories in regions like Guangdong and Jiangsu are operating at full capacity, with some orders for data center-related products extending to 2027 [1] - The delivery cycle for the U.S. market has increased from 50 weeks to 127 weeks, indicating a significant demand for transformers [1] Group 2 - China's transformer industry consists of approximately 3,000 companies, with an expected export value of 64.6 billion yuan by 2025, representing a nearly 36% increase from 2024 [3] - The construction of computing centers and supercomputing clusters in China is accelerating, with transformers playing a crucial role as the "heart of power" [4] - In Beijing, a 500 kV power transmission and transformation project has commenced, which will supply power to high-tech industries [4] Group 3 - The "East Data West Computing" initiative is leading to the rapid establishment of computing parks across the country, with the domestic transformer market expected to grow over 20% year-on-year by 2025 [6] - Orders for high-end products related to AI computing and ultra-high voltage have surpassed 35%, becoming a core engine for industry growth [6]

Core Viewpoint - Chongqing is actively developing its computing power industry, focusing on green and sustainable growth while addressing the increasing energy consumption associated with this expansion [1][2]. Group 1: Development of Computing Power Industry - The China Mobile (Chongqing) Data Center, located in the Liangjiang New Area, has an operational capacity of 25,000 cabinets and 250,000 servers, supporting critical sectors such as government, healthcare, and industry [1]. - Chongqing plays a key role in the national "East Data West Computing" project, responsible for tasks such as computing power monitoring, facility safety, and integrating Xinjiang's computing resources [1][2]. - The 2026 government work report emphasizes the coordination of local computing power layout with the "Xinjiang Computing into Chongqing" initiative [1]. Group 2: Green Energy and Infrastructure - The Chongqing Municipal Committee of the Chinese People's Political Consultative Conference suggests enhancing energy storage facilities and optimizing the "Million-Kilowatt Rooftop Photovoltaic" project to support the green transition of the computing power industry [1]. - Recommendations include advancing the construction of the Sichuan Gas East Transmission Line and the Chengdu-Chongqing Hydrogen Corridor, as well as fostering a hydrogen production industry cluster [1]. Group 3: Digital Energy Management - The committee also recommends optimizing the scheduling management system and developing an integrated digital energy management platform to enhance energy data collection and smart distribution networks [2]. - The goal is to create a "1+N" virtual power plant ecosystem to improve energy efficiency and management [2]. Group 4: Cross-Regional Collaboration - In April 2025, a strategic cooperation agreement was signed among the Chongqing government, Xinjiang government, China Mobile, and Alibaba Cloud to effectively connect Xinjiang's green computing resources with Chongqing's demand [2]. Group 5: Application of Computing Power - The true value of green computing power lies in its application across various sectors, including artificial intelligence, smart manufacturing, and urban governance [2]. - The construction of the Chongqing Artificial Intelligence Bay Area has commenced, aiming to integrate core resources to create a comprehensive AI service platform [2]. Group 6: Smart Manufacturing and Urban Governance - The Chongqing Municipal Committee of the China Democratic League advocates for the establishment of "digital twin factories" and promoting computing power applications across the manufacturing industry [3]. - Recommendations include creating a "computing power brain" for urban governance to enhance traffic management and emergency response capabilities [3].

Core Insights - The global AI computing power construction is experiencing explosive growth, making transformers a critical resource for power supply in data centers [1][9] - Transformer factories in China are operating at full capacity, with some orders extending to 2027, indicating a significant demand surge [1][5] - China's transformer industry is projected to see a 36% increase in export value by 2025, reaching 64.6 billion yuan [7] Industry Overview - China has become the world's largest transformer producer, accounting for approximately 60% of global production capacity [9] - The rapid growth in computing power demand is driving the need for transformers, which are essential for the operation of AI computing centers and supercomputing clusters [1][13] - The "East Data West Computing" initiative is accelerating the construction of computing power centers across the country, further boosting transformer demand [15] Market Dynamics - In the Yangtze River Delta region, transformer orders are also booked until the end of 2027, highlighting the robust market conditions [5] - The delivery cycle for transformers in the U.S. has increased from 50 weeks to 127 weeks, indicating a supply constraint in the global market [1] - The domestic market for transformers is expected to grow by over 20% year-on-year by 2025, with AI computing and ultra-high voltage products making up over 35% of orders [15] Technological Advancements - The transformer industry in China is focusing on technological innovation, developing solid-state transformers and high-frequency transformers to meet the demands of AI supercomputing [15][19] - New technologies, such as silicon carbide power electronic transformers, are being explored to enhance efficiency and reduce energy loss [17] - Chinese companies are advancing towards high intelligence, low loss, and miniaturization in transformer technology, maintaining a leading position globally [19]

Group 1 - The global AI computing power construction is experiencing explosive growth, making transformers a critical resource for power supply in data centers, with delivery times in the US extending from 50 weeks to 127 weeks [3][8] - In Guangdong, transformer factories are operating at full capacity, with some orders for data center transformers scheduled for delivery as far out as 2027, reflecting a significant increase in demand [1][7] - China's transformer industry is robust, with approximately 3,000 companies and an expected export value of 64.6 billion yuan in 2025, marking a nearly 36% increase from 2024 [8][9] Group 2 - The rapid increase in electricity consumption for computing power in China is driving the demand for transformers, with significant projects underway to enhance power supply capabilities [9][20] - The domestic transformer market is projected to grow by over 20% year-on-year by 2025, with high-end products related to AI computing and ultra-high voltage accounting for over 35% of orders [22][24] - Chinese transformer technology is advancing to meet the high power, precision, and stability requirements of AI supercomputing clusters, with innovations such as solid-state transformers and high-frequency transformers being developed [24][28][33]

来源：@央视财经微博 【#国产电力心脏全球爆单##变压器订单已排到2027年底#】当前，全球AI算力建设进入爆发期，高功 率、高稳定的供电成为算力集群的"生命线"。我国算力中心、超算集群建设全面提速，叠加"东数西 算"工程纵深推进，作为"电力心脏"的变压器肩负重任。记者在广东、江苏等地调研发现，大量变压器 工厂已经处于满产的状态。江苏的一家变压器工厂，产品订单已经排到2027年底，其中，国内首台全绝 缘超高压大容量变压器近日发往北美市场。数据显示，我国变压器行业企业约3000家。2025年，我国变 压器出口总值达646亿元，比2024年增长近36%。 ...

一家香港新锐AI企业的公告，意外地揭示了粤港澳大湾区在人工智能基础设施竞赛中一种新颖而敏锐 的进击策略。 1月30日晚间，港股上市公司粤港湾控股(01396)宣布获得深圳市福田区国资委旗下福田资本运营集团8 亿元人民币的战略性投资。值得注意的是，这笔投资并非投向传统产城业务，而是精准注入其旗下的算 力子公司——深圳天顿数据集团，资金将专项用于该公司在粤港澳大湾区的算力网络布局。 与此同时，粤港湾控股新近战略转型成效显著：2025年中报显示，公司从同期负债率99%到盈利人民币 9.7亿，而后又斥资9.77亿港元收购AI算力公司，粤港湾控股完成了一场从产城开发商到数字生态运营 商的华丽蜕变。 在"东数西算"国家战略纵深推进、广东省加速实施"人工智能+"行动方案的背景下，这笔交易远非一次 普通的资本注入。它折射出地方国资对算力基础设施布局逻辑的深刻转变，也标志着一家曾经的产城企 业正以惊人的决心与速度，蜕变为湾区AI底座的重要参与者。 战略联姻：为何是粤港湾？ 第一个核心问题是，在众多纯科技公司中，福田国资为何选择一家产城开发背景的港股上市公司作为算 力产业的合作伙伴？ 全国性的"东数西算"工程，旨在构建全国一体化 ...

Group 1 - The core idea of the article emphasizes the need to move beyond mere efficiency in capital circulation to establish a new framework for equitable benefit distribution through institutional innovation and technological empowerment [1] - The article focuses on how China is leveraging blockchain technology to reconstruct process property rights and optimize spatial layouts through national computing power projects, aiming for a more inclusive and sustainable benefit-sharing model [1][2] Group 2 - The re-engineering of processes and reconstruction of property rights through blockchain establishes new rules for the distribution of process benefits, enhancing efficiency in capital movement [2] - Cross-border settlement has transformed from "credit friction costs" to a "foundation for benefit collaboration," with sales revenue for ginseng increasing by 170% due to its green attributes [2] - Smart contracts lock 30% of carbon credit revenues for future ecological compensation, improving cash flow for farmers by 400% and creating long-term development funds for communities [2] Group 3 - The "East Data West Computing" initiative represents a strategic intervention by the state to balance spatial interests across regions, integrating eastern data demand with western green energy resources [3][5] - This initiative has led to a historical breakthrough, with the western region currently receiving about 30% of computing power revenue, while also alleviating energy pressure in the east and reducing national computing costs by 40% [5][6] Group 4 - The case study of Industrial and Commercial Bank's "Chang'an Chain" illustrates a significant reduction in settlement time from 7-10 days to 4 hours, showcasing efficiency improvements and the restructuring of stakeholder relationships through smart contracts [4] - The blockchain technology reduces transaction costs by 40%, transforming saved costs into shared process benefits among all parties involved [4] Group 5 - The strategic shift from "resource curse" to "computing power dividend" aims to reorganize resource endowments nationwide, enhancing the role of the western region in the high-value digital economy [5] - Direct benefits include investments in data center construction and job creation in the west, while indirect benefits help reduce energy pressure in the east and enhance national digital competitiveness [5][6] Group 6 - External pressures, such as the EU's Carbon Border Adjustment Mechanism (CBAM), are driving internal reforms in China, compelling companies to adopt green technologies and internalize ecological costs [7] - The establishment of a carbon footprint tracing and trading system transforms global ecological pressures into domestic industrial upgrades and technological innovations [7] Group 7 - The governance logic in China is characterized by a collaborative approach that adjusts production relationships through institutional innovation, optimizes capital movement via technological empowerment, and ultimately aims for equitable benefit distribution [8][10] - The article concludes that China's exploration of process collaboration and spatial balance transcends mere efficiency, showcasing a governance model that integrates institutional rationality with technological advancements for a more inclusive digital civilization [9]

构建区域发展新格局，动力在于深化改革与扩大开放。要以制度型开放推动区域融合，支持自贸试验 区、海南自由贸易港等开放平台先行先试，探索跨境贸易便利化、投资自由化等改革举措，形成可复制 可推广的经验。推动"一带一路"建设与区域发展战略深度融合，支持内陆地区建设开放枢纽，提升沿边 地区开放水平。同时，打造市场化、法治化、国际化一流营商环境，吸引更多国内外优质要素向中西部 和东北地区集聚。通过改革破除体制机制障碍，通过开放引入外部活力，为区域协调发展注入持续动 力。 当前，部分地区仍存在市场分割、地方保护、制度不统一等问题，制约资源高效配置。要以建设全国统 一大市场为契机，推动劳动力、资本、技术、数据等要素资源跨区域自由流动。加快消除阻碍人才流动 的户籍、社保、职称评定等制度性障碍，推动科技成果跨区域转化应用，鼓励东部地区先进技术和管理 经验向中西部地区转移。同时，依托"东数西算"、西部陆海新通道等重大工程，推动基础设施互联互 通，提升中西部地区在国家产业链供应链中的战略地位。（梁 睿） 区域协调发展是中国式现代化的内在要求，统筹区域发展始终是关系国家发展全局的重大战略任务。过 去5年，我国东部地区继续成为全国经济发 ...

（来源：团结报） 转自：团结报 与千行百业深度融合 新华社记者 刘 坤 摄 新华社记者 李紫恒 摄 新华社记者 毛思倩 摄 人类历史上从未像近三年这般，人工智能如此深刻地改变着人类发展的进程。作为数字经济时代的新型 生产力，算力正在加速应用到互联网、政务、金融、工业、医疗、交通、能源、教育等各个行业，覆盖 人工智能、智能制造、金融交易、政务民生等众多场景。 近日，"河北省人工智能综合算力指数连续两年位居全国第一"的消息传来，令河北省政协常委、民革河 北省委会副主委杨昆感到十分振奋。高兴之余，他也向记者表达出些许隐忧——"算力强不等于'产业 强'，规模大不等于'能级高'，要加快补短板、强生态、促融合，推动河北人工智能产业高质量发展"。 随着人工智能的加快发展，应用场景不断丰富，行业重心已经从"模型竞赛"转向"应用为王"。算力发展 的初期以储存和训练为主，可以远离应用端，但实时应用必须贴近场景。 □ 本报记者 吴姝静 海量知识随手查；输入两三句文字，几秒生成想要的美图动画；无人送货小车在楼宇间穿梭……每一次 操作的背后，跃动着的是一个"数字大脑"——算力。它驱动AI进化、重构智能工厂、革新政务民生，重 要性不断凸 ...