东数西算
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行稳致远开新局丨万桥飞架赛事燃,开放“黔”路何以出圈?
Yang Guang Wang· 2026-01-29 02:05
Core Insights - The article emphasizes the significant progress made in Guizhou's infrastructure and economic development, particularly through the construction of bridges and railways, which are pivotal for the region's connectivity and growth [4][5][10]. Infrastructure Development - The completion of the Huajiang Grand Canyon Bridge has drastically reduced travel time between two regions from over two hours to just two minutes, showcasing Guizhou's engineering capabilities [4]. - Guizhou has built over 30,000 bridges in the past five years, with a total length exceeding 5,400 kilometers, addressing the challenges posed by its mountainous terrain [4][6]. - The Guinan High-Speed Railway has significantly improved travel efficiency, reducing the journey from Guiyang to Libo from four hours to one hour, leading to a 335.21% increase in tourist numbers during the New Year holiday [9][10]. Economic Growth - Guizhou's GDP surpassed 2 trillion yuan in 2022, with projections to reach 2.3562 trillion yuan by 2025, indicating a growth of over 500 billion yuan in five years [5]. - The region's economic vitality is further enhanced by the integration of tourism and local industries, driven by improved transportation infrastructure [6][10]. Cultural and Sports Integration - The "Village Super League" has become a significant cultural phenomenon, promoting grassroots football and tourism, with over 2,000 matches held in 2025, enhancing community engagement [12][15]. - The integration of sports events with tourism has created a positive feedback loop, attracting visitors and boosting local economies [15]. Digital and Technological Advancements - Guizhou is establishing itself as a key player in the national "East Data West Calculation" strategy, with a computing power capacity exceeding 160 Eflops, aimed at enhancing various sectors including agriculture and healthcare [18][21]. - The province is focusing on developing a robust digital economy, with plans to increase computing power to over 190 Eflops by 2026 and to foster over 150 cloud ecosystem enterprises [21][22]. Future Development Goals - Guizhou aims to achieve a GDP of 3 trillion yuan and a per capita GDP exceeding 80,000 yuan by 2026, with a focus on improving urban and rural living conditions and infrastructure [22].
“碳硅”融合激活发展潜能 内蒙古加速构建数字产业“新生态”
Zhong Guo Jin Rong Xin Xi Wang· 2026-01-29 00:19
Core Insights - The conference titled "Carbon-Silicon Symbiosis AI Together - 2026 China Mobile Inner Mongolia Company Partner Conference" was held in Hohhot, showcasing how Inner Mongolia leverages "AI + computing power" for industrial upgrades [1] - China Mobile Inner Mongolia Company (referred to as "Inner Mongolia Mobile") unveiled a new computing power strategy and ecosystem plan, highlighting its role as a key builder of regional digital infrastructure and its market influence as an industry leader [1] Infrastructure Upgrade: From "Energy Export" to "Computing Power Hub" - Inner Mongolia, rich in wind and solar resources, is transitioning from being an energy exporter to a computing power hub, focusing on efficiently converting "watts" into "bits" [4] - Inner Mongolia Mobile launched the "Integrated Computing Network: AIDC" strategy, marking a transformation of the region's network infrastructure from a "communication channel" to an "intelligent computing hub" [4] - This strategic layout aligns with the market demand for "East Data West Computing," providing a solid physical foundation for Inner Mongolia to undertake nationwide computing power scheduling [4] Technology Scene Implementation: AI Empowerment and Industry Innovation - The conference demonstrated how advanced technologies interact with Inner Mongolia's unique geographical and industrial contexts [5] - Inner Mongolia Mobile showcased its technological capabilities in vertical industries, exemplified by the successful deployment of a 5G-A network and AI edge computing at the Hulunbuir International Low-Altitude Equipment Cold Weather Testing Center [5] - The company provided a replicable "digital toolbox" for local enterprises, enabling them to achieve intelligent transformation at lower costs and faster speeds [5] Business Ecosystem Reconstruction: Three Alliances for Collaboration and Benefits - Inner Mongolia Mobile initiated three industry alliances: "Digital Inner Mongolia Alliance," "Intelligent Computing Engine for Future Services," and "Data Integration for Smart Enterprises," signaling its transition from a service provider to an open ecosystem builder [6] - The launch of the "Mobile Smart Enterprise" brand and a new rights and interests cooperation model allows Inner Mongolia Mobile to share its channel touchpoints, traffic resources, and technological capabilities with partners [8] - This initiative aims to address the challenges faced by small and medium-sized enterprises in digital transformation, fostering a green, intelligent, and diverse industrial ecosystem in Inner Mongolia [8]
贵安电算协同产业 迈入规范化集约化发展新阶段
Xin Lang Cai Jing· 2026-01-28 19:57
据悉,贵安新区电算协同产业联盟于2025年12月13日在贵安新区举办的第二届CCF中国数据大会上成立 揭牌。本次会议进一步明确了联盟使命:聚焦技术标准、科技研发、产业发展三大方向,破解电力与算 力割裂、资源分散、标准缺失等行业痛点,通过"政府搭台、企业唱戏"机制,打造可复制、可推广的电 算协同技术体系、标准规范和商业模式,为全国行业发展贡献"贵州方案"。 交流环节,来自贵州电网公司、华为、联通等12家单位的代表,围绕多主体联动机制、新型供配电方 案、AI技术应用等前沿议题分享见解、凝聚共识。"我们立足贵州国家算力枢纽节点优势,依托贵安智 算基地核心设施,紧扣'东数西算'战略攻关算网电一体化调度等核心技术,同时与贵州电网携手开展算 力-电力映射模型、共享备电及全直流供电示范等研究。"中国联通贵州省分公司企业客户部工业行业总 监张志民说。 联盟明确算力电力协同规划、电力与算力协同调度等13项任务方向,为电算协同发展搭建起"四梁八 柱"。贵安供电局总经理宋永超在谈及联盟规划时说:"联盟将秉承'聚能汇数、协同创新、共促发展、 安全合规'宗旨,聚焦'电-算-碳'协同目标,推进做精协同规划、建强协同调度体系、筑牢安全防线 ...
贵州数智产业集群活力迸发
Xin Lang Cai Jing· 2026-01-28 19:57
2025年3月,习近平总书记在贵州考察时强调,"做强做优数字经济、新能源等产业"。2021年2月,习近 平总书记春节前夕赴贵州看望慰问各族干部群众,希望贵州"在实施数字经济战略上抢新机"。 在镇内的数据标注企业,把真实的道路图片标注成高质量数据集,为智驾系统训练提供"养料"。作为贵 州省首个县级大数据产业园,2025年,"百鸟河数字小镇"年产值4.5亿元、培养数字人才逾3000人,眼 下正全力提升科技水平,提高资源集聚和辐射带动能力。 以数据标注产业为突破口,贵州加快构建覆盖数据采集、标注、交易、应用的全产业链生态。2025年, 贵州数智产业产值突破2800亿元,"十四五"时期年均增速超16%。 贵州坚持算力、数据、应用、产业联动,壮大数智产业集群,扎实推进数字经济发展创新区建设。"十 五五"时期,贵州将以智算为重点发展算力产业,深入实施"东数西算"工程;以建设高质量数据集为重 点发展数据产业,发展壮大数据标注产业;以行业大模型为重点发展人工智能产业,更好赋能千行百 业。 筑牢算力底座,释放算力价值—— 走进贵州大数据集团的全国一体化算力网络国家(贵州)枢纽节点调度平台,只见各种数据在大屏幕上 跳动,算力调度 ...
智汇浦江 驰骋四海——上海企业发展新质生产力样本调研
Shang Hai Zheng Quan Bao· 2026-01-28 18:37
Group 1 - The core viewpoint emphasizes that technological innovation has become the central arena for global competition, with Shanghai-listed companies leveraging innovation to enhance China's manufacturing capabilities [1] - Companies like UCloud are establishing powerful computing infrastructure, with their "neutral cloud" services connecting various industries across 22 regions, thereby positioning Chinese computing as a reliable global digital infrastructure [1] - Roman Holdings is entering the AI computing sector through acquisitions, creating green intelligent computing solutions that empower various AI application fields, including immersive experiences and smart city lighting [1] Group 2 - The integration of technology and industry is highlighted, with companies like Shenda leveraging over 50 global production bases to enhance Shanghai's manufacturing presence in mainstream automotive supply chains [2] - Ailis is focusing on core products like Fumetin to achieve steady growth, utilizing cutting-edge technologies such as AI to enhance research and market development [1][2] - The "14th Five-Year Plan" encourages deep integration of technological and industrial innovation, providing a broader platform for Shanghai companies to expand globally across various sectors [2]
游族网络与国产GPU厂商曦望达成游戏算力协同战略合作
Nan Fang Du Shi Bao· 2026-01-28 08:59
Group 1 - The core point of the article is that Youzu Interactive (游族网络) has formed a strategic partnership with domestic GPU manufacturer Sunrise (曦望) to explore the integration of domestic AI computing power into game development processes, aiming to create a self-controlled, practical "game AI computing power solution" for the industry [1] - Sunrise is a domestic AI computing chip company that has evolved from the chip department of SenseTime, focusing on high-performance GPUs and multimodal inference chips, with a significant investment of 2 billion in R&D over eight years [1] - Youzu Interactive has invested in Sunrise, holding approximately 0.21% of the company, indicating its commitment to AI and gaming technology [2] Group 2 - Youzu Interactive, established in 2009 and listed in 2014, has been focusing on a "global card + " strategy, with products like the "Youth Three Kingdoms" series, and has expanded its business across multiple countries and regions [2] - The company has shown a clear intention to transform its operations, recently partnering with Century Internet, a Nasdaq-listed company, to leverage their strengths in AI applications and computing infrastructure for a green computing project in Inner Mongolia [2]
朗科科技(300042.SZ):公司已形成“存储主业+算力延伸”的发展格局
Ge Long Hui· 2026-01-28 07:35
Core Viewpoint - The company is actively responding to the national "East Data West Calculation" strategy and the construction of the Guangdong-Hong Kong-Macao Greater Bay Area computing power hub [1] Group 1: Company Development - The company has established a development pattern of "storage as the main business + extension into computing power" [1] - The company is strengthening its computing power scheduling capabilities and optimizing the adaptation and deployment of diverse computing resources [1] Group 2: Product Launch and Impact - The company's wholly-owned subsidiary, Shaoguan Luyuan Langkun Technology Co., Ltd., launched its first Kunpeng integrated server and Ascend integrated server on December 19, 2025 [1] - The company is actively participating in industrial ecosystem construction and application scenario innovation, injecting new momentum into business development [1] - Currently, this new business has not significantly impacted the company's operating performance [1]
首都在线(300846.SZ):与智谱联合打造的“硬件+软件+模型”一体化交付方案已完成核心技术适配与产品定型
Ge Long Hui· 2026-01-27 14:22
Group 1 - The company has completed the core technology adaptation and product definition for the integrated delivery solution of "hardware + software + model" in collaboration with Zhiyu, supporting dynamic scheduling of GPU heterogeneous resources [1] - The integrated machine solution is now open for application to B-end customers in government, finance, and industry, and is advancing benchmark scenario implementation and commercial scale promotion [1] - A comprehensive strategic partnership with Zhiyu has been established since 2024, focusing on collaboration in integrated machines, intelligent computing cluster construction, large model commercialization, domestic GPU adaptation, and local intelligent computing center development [1] Group 2 - The company is a core computing power supplier for Zhiyu, constructing large-scale high-performance GPU computing clusters in multiple locations to support the stable operation of Zhiyu's GLM series model training and inference [2] - The company has built a MaaS service platform to facilitate the comprehensive access of Zhiyu's GLM-Z1 series inference models, promoting their application penetration in industries such as gaming, audio-video, and e-commerce [2] - The company has obtained "diverse computing power adaptation rights" from Zhiyu, becoming a core partner for domestic computing power adaptation, focusing on optimization with domestic GPUs like Ascend and Suiruan [2]
宏景科技2026年1月27日涨停分析:智能算力转型+东数西算+业绩改善
Xin Lang Cai Jing· 2026-01-27 06:25
2026年1月27日,宏景科技(sz301396)触及涨停,涨停价98.1元,涨幅20%,总市值150.60亿元,流通 市值74.64亿元,截止发稿,总成交额26.67亿元。 声明:市场有风险,投资需谨慎。本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 根据喜娜AI异动分析,宏景科技涨停原因可能如下,智能算力转型+东数西算+业绩改善: 1、宏景科技 正从传统智慧城市业务向智能算力服务转型,2025年算力业务收入占比已达91.28%,转型成效显著。 2025年1 - 9月营收15.5亿元,净利润1.08亿元,较2024年亏损明显改善,业绩大幅提升吸引投资者关 注。 2、公司的智能算力项目符合国家"东数西算"战略,可享受政策红利。在国家大力推动数字经济发 展的背 ...
“十五五”贵州:发展新质生产力 瞄准数字经济核心产业
Zhong Guo Xin Wen Wang· 2026-01-27 04:28
1月27日,贵州省十四届人大四次会议第一次全体会议(开幕会)现场。 中新网记者瞿宏伦 摄 "十五五"贵州:发展新质生产力 瞄准数字经济核心产业 中新网贵阳1月27日电 (记者 张伟 杨茜)贵州省第十四届人民代表大会第四次会议27日在贵阳开幕,贵州 省省长李炳军作政府工作报告。记者会上获悉,"十五五"时期,中国首个国家大数据试验区——贵州预 期发展新质生产力取得重大进展,数字经济核心产业增加值占地区生产总值比重达8%。 为实现上述目标,贵州在政府工作报告中首次明确提出,加快发展算力、数据、人工智能、电子信 息"四大产业"。 截至目前,贵州全省算力规模突破160Eflops(每秒百亿亿次浮点运算),成为中国智算资源最多、能力最 强的地区之一。登顶全球动画票房榜首、创下全球影史单一市场票房第一佳绩的《哪吒2》是贵州算力 应用的案例之一。为《哪吒2》提供超过40%的特效镜头算力保障的贵安超算中心,凭借强大算力,将 渲染任务缩短至几个月,极大提升了影片制作的效率与质量。 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信 ...