Core Viewpoint - The strategic investment by Shanghai Fengwang in Bingji Technology and the ongoing acquisition of Zhong'en Cloud by *ST Yushun highlight the company's efforts to expand its presence in the data center and AI computing sectors, raising questions about potential competition and future asset integration [1][2][5]. Group 1: Investment Details - Shanghai Fengwang plans to invest 300 million yuan in Bingji Technology, a leading AI computing service provider in Southwest China, which has established a computing cluster of no less than 20,000 P and aims for 50,000 P [5][6]. - The investment is expected to be completed within 30 days, indicating a swift move to enhance capabilities in the AI sector [1][2]. Group 2: Business Operations and Competition - Bingji Technology focuses on intelligent computing, primarily for AI training and inference, while Zhong'en Cloud operates in the data center sector, which involves data storage and management [5][6]. - The chairman of Shanghai Fengwang, Ji Min, clarified that the two businesses serve different customer needs and do not constitute direct competition [5][6]. Group 3: Acquisition of Zhong'en Cloud - *ST Yushun intends to acquire 100% equity of Zhong'en Cloud's related assets for 3.35 billion yuan, which will allow the company to diversify into the data center business [9][10]. - The acquisition is crucial for *ST Yushun to reverse its declining performance, as it has reported losses for five consecutive years, with a significant drop in net profits [10]. Group 4: Future Prospects - There is a possibility that Bingji Technology may be integrated into *ST Yushun in the future, as indicated by Ji Min, although no definitive plans have been announced [6][7]. - The acquisition of Zhong'en Cloud is pending approval at the upcoming shareholder meeting on September 29, 2025, marking a critical step in *ST Yushun's restructuring efforts [10].

Core Viewpoint - The article discusses the strategic investment by Shanghai Fengwang in Bingji Technology and the ongoing acquisition of Zhong'en Cloud by *ST Yushun, highlighting potential synergies and market implications in the data center and AI computing sectors [1][4][7]. Group 1: Investment and Acquisition Details - Shanghai Fengwang plans to invest 300 million yuan in Bingji Technology, a leading AI computing service provider in Southwest China, which has established a computing cluster of no less than 20,000 P and aims for 50,000 P [4][5]. - *ST Yushun intends to acquire 100% equity of Zhong'en Cloud and related companies for 3.35 billion yuan, expanding its business into the data center sector [7][8]. - The acquisition is crucial for *ST Yushun to reverse its declining performance, as the target companies reported revenues of 735 million yuan, 815 million yuan, and 218 million yuan for 2023, 2024, and Q1 2025, respectively [8][9]. Group 2: Market Implications and Competition Concerns - There are concerns about potential competition between Bingji Technology and *ST Yushun, but the chairman of Shanghai Fengwang clarified that their business focuses differ, with Bingji specializing in AI computing and Zhong'en in data center operations [5][6]. - The timing of the investment in Bingji Technology raises questions, as it coincides with *ST Yushun's acquisition process, but the chairman indicated that the investment aligns with their asset acquisition strategy [5][6].

2025年9月21日，以"数聚青海·链通丝路"为主题的首届青海数据要素生态大会在西宁隆重召开。作为西 北地区首个聚焦数据要素生态构建的高端盛会，本次大会吸引了众多行业专家、企业代表齐聚一堂，共 同探讨数据要素在青海的发展机遇与未来方向，为青海数字经济高质量发展注入新动能。 青海省数据局局长靳力表示，大会的举办，既是贯彻落实党中央、国务院决策部署和省委、省政府工作 要求，深入推进绿色算电融合发展的具体行动，也是深化数据要素市场化配置改革，推动实体经济与数 字经济深度融合的生动实践。 靳力介绍，近年来，青海绿色算力产业成绩斐然，头部企业纷纷落地，算力规模不断扩大，绿色算电协 同发展成果显著。同时，依托坚实的算力基础，青海数据要素生态持续完善，场景应用不断拓展，在生 态构建和数据要素场景应用方面取得重大进展，涌现出一批特色应用场景。 禀赋筑基产业突破，绿色算力实现量质齐升 党的十八大以来，习近平总书记三次考察青海，为青海指明了打造生态文明高地、建设产业"四地"的高 质量发展路径。 2024年6月，习总书记再上高原，提出青海要着力"培育体现本地特色和优势的现代化产业体系""因地制 宜发展新质生产力"的重大要求，为现代 ...

9月21日，以"数聚青海·链通丝路"为主题的2025首届青海数据要素生态大会在西宁召开。这场聚焦数字 经济核心动能的行业盛会，会聚了来自全国各地的行业专家、学界精英与领军企业代表，众人齐聚一 堂，围绕数据要素的价值释放、市场构建与发展趋势展开深度研讨，为青海数字经济高质量发展凝聚智 慧共识。 "数据作为数字经济时代的基础性、战略性资源，其重要性不言而喻。"张恒山表示，在数字技术加速渗 透的今天，加快培育数据要素市场，促进数据高效流通与充分利用，已然成为推动经济高质量发展的关 键之举，更是区域抢占发展先机的核心抓手。 同时，张恒山表示，城西区将始终坚持以市场主体需求为导向，持续优化营商环境，与企业保持常态化 沟通，切实解决企业面临的实际难题，让企业能够安心经营、放心投资、舒心发展。 "数聚青海，需要汇聚各方力量，如同百川汇海；链通丝路，更需要携手同行，共同努力。"在发言尾 声，张恒山向与会企业家发出诚挚邀请。他表示，城西区将以最大的诚意、最优的服务、最好的环境， 欢迎各位企业家走进城西区，在数据市场化配置、场景开发应用、人才培养等多个领域开展深度合作， 携手打造数据要素市场化配置的 "西区样板"，为全省数字经济 ...

来自全国数据要素行业专家、业界代表齐聚一堂，围绕国家数据要素市场化配置改革部署、数据要素发 展机遇、数据要素价值化与市场化、数据赋能青海特色产业发展等开展政策解读、发展趋势研判和高端 研讨交流。 青海省数据局局长靳力说："我们抢抓人工智能发展时代机遇，积极融入'东数西算'国家布局和全国一 体化算力网，先行推动绿色算电协同发展，推动形成'1+2+N'绿色算力基地发展布局，变绿电为绿算、 变电缆为光缆、变瓦特为比特，着力开辟发展新赛道。" 截至目前，青海省已建在建标准机架18.9万架，已建标准机架使用率超95%，算力规模超1.7万 PFLOPS，初步形成"通算+智算+超算"综合算力供给体系。 先后与百度、阿里、金山、京东等7家全国互联网头部企业达成战略合作，百度标注中心、金山智算中 心、新华三图灵小镇等相继落地。中国联通·阿里云全国产芯片万卡绿色算力集群点亮投运，柴达木绿 色微电网算力中心示范项目全面启动等，全省绿色算力产业集聚成势。 活动现场举行了青海省数据要素流通服务创新中心揭牌仪式，标志着省级数据要素统筹、交易、流通和 运营平台完成升级，将在制度创新、场景孵化、生态集聚等方面发挥枢纽作用。 青海省农村信用社 ...

*ST宇顺（002289）董事长就市场疑问作出回应。 就在*ST宇顺（002289.SZ）拟斥资33.5亿元现金收购中恩云数据中心资产的关键节点，上市公司控股股 东上海奉望实业有限公司（简称"上海奉望"）宣布了算力领域的另一笔投资。 根据四川并济科技有限公司（简称"并济科技"）9月14日发布的信息，上海奉望与并济科技的现有股东 签署战略投资框架协议，约定由上海奉望对并济科技增资3亿元，增资预计将在30天排他期之内完成。 这笔投资，给市场带来了不少想象空间。 并济科技为人工智能算力服务商，而中恩云主营数据中心业务，二者都属于数据中心产业，随着上海奉 望的增资动作，并济科技与上市公司*ST宇顺是否会产生同业竞争？未来，并济科技是否有望被注入上 市公司？ 对此，上海奉望近日在上海召开媒体沟通会，*ST宇顺及其控股股东上海奉望董事长嵇敏就市场疑问一 一作出回应。 (*ST宇顺及上海奉望实业有限公司董事长嵇敏，图片由受访者提供) 否认构成同业竞争 被上海奉望青睐的并济科技，是一家什么样的公司？ 市场的疑问还在于，为何出面增资并济科技的是上海奉望而不是上市公司？ 嵇敏表示，"并济科技确实十分优质，很符合我们正在寻找的资产 ...

转自：新华财经 【重点关注】 •习近平同美国总统特朗普通电话 •8月份国民经济运行总体平稳 规模以上工业增加值同比增长5.2% 社会消费品零售总额同比增长3.4% •财政部：1-8月证券交易印花税同比增长81.7% •商务部等9部门发布《关于扩大服务消费的若干政策措施》提出五方面19条举措 •网信部门依法整治快手、微博热搜炒作明星乱象 快手、微博回应：诚恳接受 第一时间组织团队整改 •第十一批国家组织药品集中采购文件公布 细化完善药品集采规则 坚持"稳临床、保质量、防围标、反 内卷"原则 •美联储宣布降息25个基点 市场预期10月降息可能性超过90% •现货黄金历史上首次突破3700美元／盎司 【国内要闻】 •9月19日晚，国家主席习近平同美国总统特朗普通电话，就当前中美关系和共同关心的问题坦诚深入交 换意见，就下阶段中美关系稳定发展作出战略指引。通话是务实、积极、建设性的。 •中共中央政治局常委、国务院总理李强9月15日至16日在甘肃、青海调研。他强调，要坚持创新驱动， 推进绿色发展，因地制宜培育壮大新质生产力，加快构建体现本地特色和优势的现代化产业体系，更好 造福人民群众。 •国务院总理李强9月19日主持 ...

Core Viewpoint - The stock prices of non-WiTech Materials and *ST Yushun have surged significantly this year, with *ST Yushun's stock price increasing nearly tenfold since the beginning of the year, driven by strategic acquisitions and market speculation [2][10]. Group 1: Company Developments - *ST Yushun's major shareholder, Shanghai Fengwang, signed a strategic investment framework agreement with existing shareholders of Binge Technology, committing to an investment of 300 million yuan, expected to be completed within 30 days [2][4]. - The chairman of *ST Yushun, Ji Min, indicated that the major asset restructuring is close to completion but still requires shareholder approval and other processes before further acquisitions can be initiated [2][4]. - Binge Technology, established in 2020, is recognized as the largest AI computing power service provider in Southwest China, with a registered capital of 147 million yuan and operational capabilities involving nearly 30,000 computing power cards [5][6]. Group 2: Market Reactions and Speculations - The market reacted positively to the news of the investment in Binge Technology, leading to consecutive stock price increases for *ST Yushun, despite the ongoing restructuring process [2][8]. - Analysts suggest that the acquisition could indicate either the high quality of Binge Technology's assets or potential speculative motives from the major shareholder [4][8]. - The stock price of *ST Yushun has been subject to significant speculation, with over ten announcements regarding abnormal stock price fluctuations since the announcement of the major asset restructuring [9]. Group 3: Industry Context - The A-share market is experiencing unprecedented enthusiasm for mergers and acquisitions, supported by favorable policies, with over 40 completed mergers in the computing power data sector from 2022 to 2024 [4][9]. - The computing power industry is seen as a critical infrastructure for the smart era, with increasing demand for high-performance chips and a push from government policies to develop a systematic and high-quality computing power network [8][9].

Domestic News - The "East Data West Computing" project has led to over 1 trillion yuan in social investment, forming 8 hub nodes and 10 data center clusters, covering 14 provinces and providing approximately 80% of the intelligent computing power for the nation, promoting the development of AI, smart manufacturing, and telemedicine [1] - In the first eight months of this year, Chongqing's automobile production reached 1.659 million units, a year-on-year increase of 7.6%, with new energy vehicle production at 690,000 units, up over 31% [2] - The 11th batch of national drug centralized procurement allows medical institutions to report quantities either by generic name or specific brand, optimizing the procurement process [2] - Jiangsu Province's industrial added value increased by 6.8% year-on-year from January to August, with advanced manufacturing and high-tech manufacturing leading the growth [3] International News - The European Central Bank's council member suggested that a rate cut in December would be beneficial for achieving inflation targets and economic development [5] - Tesla has received approval to test autonomous vehicles equipped with safety monitors in Arizona, marking a significant step in expanding its autonomous taxi business [5] - The United Nations Educational, Scientific and Cultural Organization awarded the "Al-Fozan Prize" to a researcher from the Chinese Academy of Sciences for contributions to marine climate change, highlighting the importance of scientific evidence in assessing climate risks [4]

央视网消息：记者9月20日从国家数据局了解到，我国"东数西算"工程实施以来，规模化效应不断显现，已带动社会投资已超 过万亿元。 "东数西算"工程在"十四五"期间全面启动，目前已形成8个枢纽节点和10个数据中心集群，覆盖东中西部14个省份，带动社会投 资超过万亿元；为全国提供了约八成的智算算力，促进人工智能、智能制造、远程医疗等行业加快发展。 在8个枢纽节点中，5个位于西部，实现了东部业务向西部风光水电丰富的区域迁移，带动甘肃庆阳、内蒙古乌兰察布等算力新 城不断崛起。 中国科学院计算技术研究所网络研究部总工程师 赵晓芳：在"东数西算"工程实施之前，我们国家的算力80%分布在东部，而对 应比例的能源分布在西部。我们说，算力消耗的是能源，"东数西算"是把能源基础设施的布局与算力基础设施的布局结合起来，来 支撑算力持续供给、良性发展，同时为西部发展带来全新的产业和机遇。 "东数西算"工程于2022年正式全面启动。"数"指的是数据，"算"指的是算力，"东数西算"就是通过构建数据中心、云计算、大 数据一体化的新型算力网络体系，将东部算力需求有序引导到西部，优化数据中心建设布局，促进东西部之间的协同联动。 ...