人民财讯12月16日电，12月16日，中国电子信息博览会组委会在深圳召开新闻发布会，宣布第十四届中 国电子信息博览会(CITE2026)将于2026年4月9日—11日在深圳会展中心(福田)举办。本届博览会以"新技 术、新产品、新场景"为主题，设立消费电子、具身智能、AI大模型/智算中心、AI+应用场景、集成电 路、低空经济、电子元器件、特种电子与两用电子技术，系统化呈现从智能终端、人工智能、低空经济 到半导体基础的全产业链创新。同期，博览会还将打造贯穿展期的"2+8+N"系列高端活动矩阵。 ...

2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点储能、起点研究院SPIR 赞助及演讲单位： 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 倒计时6天 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/ 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼能源等 12 月 9 日，中贝通信披露两份增资公告称， 拟向控股子公司贝通信香港增资 3.6 亿元以及向全资子公司安徽新能源增资 1.5 亿元。 公司表示，本次增资贝通信香港 ...

人民财讯12月10日电，格力电器（000651）12月10日在互动平台表示，公司已掌握了冷板式液冷系统、 相变冷却系统等关键技术，研发推出数据中心全栈冷却方案及液冷设备，可满足高功率密度数据机房的 散热需求，实现PUE≤1.15的节能目标。近年，公司成功交付中国联通长三角智算中心、粤港澳大湾区 枢纽数据中心、成都人工智能计算中心、武汉人工智能计算中心、乌兰察布云数据等智算中心项目。未 来，公司将聚焦液冷系统综合解决方案及核心组件迭代，强化模块化标准化交付，加强与头部互联网企 业合作，拓展在AI算力中心与智算中心市场的应用。 ...

证券日报网讯12月4日，华丰股份（605100）在互动平台回答投资者提问时表示，公司已在《2025年半 年报》中披露：公司将数据中心市场列为重点业务拓展方向，依托智能化发电机组的产品与制造能力， 面向数据中心开展多渠道业务推进。公司积极探索与行业企业的合作模式，围绕智算中心等新型基础设 施的备用电源需求进行业务拓展。2025年8月，公司与上海极篇人工智能科技有限公司(以下简称"上海 极篇")签署《投资协议》，公司出资2000万元参股投资上海极篇，持股比例20%，目前上海极篇已完成 工商变更登记，公司成为上海极篇股东。后续，公司将积极开拓算力中心市场，加快业务布局，如有相 关计划或进展，公司将及时履行信息披露义务。 ...

Group 1 - The core viewpoint of the article is that Hainan Highway (000886) has provided updates on its shareholder count and ongoing projects [1] - As of November 20, 2025, the total number of shareholders for the company is reported to be 66,559 [1] - The Hainan Lingshui Intelligent Computing Center project, which the company is investing in, is currently in operation, and specific revenue details will be disclosed in the company's periodic reports [1]

Core Viewpoint - Dongfang Guoxin (300166) is progressing its Inner Mongolia Intelligent Computing Center project as planned, with some revenue reflected in this year's annual report, while uncompleted data centers are not contributing to revenue [1] Group 1 - The Inner Mongolia Intelligent Computing Center project is advancing according to schedule [1] - The project has a minor revenue contribution noted in the current annual report [1] - Uncompleted data centers are unable to generate revenue [1]

Group 1 - The chairman of the company stated that three data center buildings have entered a stable operation phase, while two additional buildings have started delivery and will be included in the service system [2] - The company confirmed that the Inner Mongolia Intelligent Computing Center project is progressing as planned, with some revenue reflected in this year's annual report [2] - The company noted that the data centers that have not yet been delivered cannot contribute to revenue [2]

Core Insights - The intelligent computing industry in Shandong has exceeded 700 billion yuan in scale in the first nine months of this year, indicating significant growth and investment in this sector [1][5][6] - The emergence of large models in various industries, such as oil and gas, is enhancing operational efficiency and decision-making capabilities, particularly in the context of carbon capture and utilization [2][3] - The establishment of intelligent computing centers is crucial for meeting the growing demand for computational power across multiple sectors, including petrochemicals, biomedicine, and education [2][3][5] Industry Developments - As of September, Shandong has evaluated 249 large model products across various fields, with the large model industry achieving a business revenue of 5.026 billion yuan, reflecting a year-on-year growth of 102.25% [3][6] - The intelligent computing centers are designed to provide diverse computational capabilities, including general, intelligent, and high-performance computing, to support various applications [4][5] - The province has established 22 provincial-level intelligent computing cloud service centers, with a total computing power exceeding 20.4 EFLOPS, and the intelligent computing sector accounts for over 50% of this capacity [5][6] Technological Innovations - The construction of intelligent computing centers is being approached with a modular and prefabricated strategy, allowing for rapid assembly and deployment [4] - The collaboration between traditional and digital enterprises is fostering technological advancements, as seen in the partnership between Inspur and Shandong Tianrui Heavy Industry [4] - The integration of AI in various applications is accelerating the development and deployment of large model products, significantly reducing the time required for research and development tasks [6]

Core Viewpoint - Jiangsu Maxinlin Aviation Technology Co., Ltd. is responding to an inquiry from the Shanghai Stock Exchange regarding its joint investment with related parties and plans to increase capital in a controlled enterprise, Photon Computing [9][10]. Group 1: Investment Details - The company plans to invest between 201 million and 311 million yuan in the joint venture, holding a 99.5% stake through the partnership with Bai Bing, who holds 0.5% [9][10]. - The investment is positioned as a financial investment aimed at enhancing operational capital and expanding market share for Photon Computing [10][11]. Group 2: Financial Implications - The funding for this investment will primarily come from the company's own funds and bank loans, which may increase the company's liabilities and financial expenses [7][42]. - The company has set up mechanisms such as performance commitments and buyback clauses to mitigate risks associated with the investment [45]. Group 3: Market and Competitive Landscape - The industry is experiencing intensified competition, particularly in the field of supernodes, which are critical for computing power and technological competitiveness [3][21]. - Photon Computing is positioned to benefit from the growing demand for intelligent computing centers, but faces risks from potential policy changes and market dynamics [2][20]. Group 4: Operational Synergies - The investment is expected to create synergies between the company's existing aviation component business and Photon Computing's operations, enhancing overall competitiveness in the computing market [37][39]. - The company aims to leverage Photon Computing's technology in optical interconnects to improve its own computing service offerings [38][44]. Group 5: Risk Management - The company has outlined various risks associated with the investment, including market competition, product innovation, and talent retention, which could impact Photon Computing's performance [3][4][5]. - A thorough due diligence process is in place to ensure compliance and mitigate potential risks during the investment phase [18][29].

Core Insights - The commercial aerospace sector is experiencing notable stock performance, with Aerospace Power achieving a two-day consecutive limit-up in the A-share market [1] Group 1: Stock Performance - A total of 96 stocks in the A-share market reached their daily limit-up on November 25 [1] - Aerospace Power is highlighted as one of the stocks with a two-day consecutive limit-up in the commercial aerospace sector [1] Group 2: Related Stocks - Other notable stocks include: - *ST Suhao with 5 consecutive limit-ups in the innovative drug sector [1] - Mengtian Home with 5 consecutive limit-ups in the home furnishing sector [1] - Shida Group with 4 consecutive limit-ups in the intelligent computing center sector [1] - Tefa Information with 3 consecutive limit-ups in the optical communication sector [1] - Huanyue Century with 3 consecutive limit-ups in the AIGC and short drama sector [1] - Other sectors represented include cloud computing, cross-border e-commerce, and solid-state batteries [1]