"北京将在政策引领、机制创新、生态构建、要素保障上持续发力，大力推动IPv6单栈规模化部署，充 分释放IPv6技术优势与创新潜能，深入推进IPv6在人工智能、6G、自动驾驶、算力网络等领域的融合应 用，为加快建设全球数字经济标杆城市筑牢坚实基础。"潘锋说。 新京报讯12月8日，北京市委网信办在海淀区举办2025年IPv6规模部署和应用主题日活动。活动以"拥抱 IPv6畅享数智未来"为主题，为首都IPv6创新发展注入动力。 北京市委网信办副主任潘锋表示，IPv6作为下一代互联网的核心技术，不仅是构建高速泛在、智能敏 捷、绿色低碳新型信息基础设施的重要支撑，更是赋能城市全域数字化转型、激活数字经济高质量发展 新动能的"创新引擎"。 清华大学李星教授围绕"扩大IPv6单栈规模部署、发挥IPv6技术优势"作主旨演讲，从技术演进与产业实 践角度提供了前瞻性指引，明确了IPv6向纵深发展的战略路径。经验分享环节，海淀区、经开区分享了 推动IPv6全覆盖的创新举措——从政策精准赋能、多方协同联动，到市场主体发力、场景深度挖掘，形 成了"上下联动、政企协同、全域推进"的工作格局，为全市各区加快推进IPv6部署应用提供了可复制 ...

格隆汇12月3日丨浩瀚深度(688292.SH)在投资者互动平台表示，公司在运营商部署的网络可视化系统连 续多年参与了国家重大事件网络保障工作，经受了实战验证。浩瀚深度的技术可以应用或已经应用于您 提到的部分领域。例如：在智能汽车与智能交通领域，公司已经为多个车路云一体化自动驾驶示范区提 供安全监测管理以及身份认证系统，并在多家车企提供汽车信息安全监测与运营管理系统，为高端品牌 外资车企提供汽车v2x身份认证运营服务；另外基于智能化技术在车路云一体化示范区提供交通安全智 能体，解决交通异常分析与态势预测等问题；同时，公司提供的"车路云一体化"安全解决方案，包括交 通态势分析、拥堵预测等，已在自动驾驶领域得到落地。 在低空智联网领域，公司已经携手移动运营 商提供低空无人机安全监测管理系统。 在算力网络领域，为应对AI大模型带来的大规模算力需求，浩 瀚深度已经布局下一代高性能智算交换机，其核心目标是为大型数据中心提供高带宽、低时延的网络连 接与智能运维能力。 ...

格隆汇12月3日丨浩瀚深度(688292.SH)在投资者互动平台表示，公司在运营商部署的网络可视化系统连 续多年参与了国家重大事件网络保障工作，经受了实战验证。浩瀚深度的技术可以应用或已经应用于您 提到的部分领域。例如：在智能汽车与智能交通领域，公司已经为多个车路云一体化自动驾驶示范区提 供安全监测管理以及身份认证系统，并在多家车企提供汽车信息安全监测与运营管理系统，为高端品牌 外资车企提供汽车v2x身份认证运营服务；另外基于智能化技术在车路云一体化示范区提供交通安全智 能体，解决交通异常分析与态势预测等问题；同时，公司提供的"车路云一体化"安全解决方案，包括交 通态势分析、拥堵预测等，已在自动驾驶领域得到落地。 在低空智联网领域，公司已经携手移动运营 商提供低空无人机安全监测管理系统。 在算力网络领域，为应对AI大模型带来的大规模算力需求，浩 瀚深度已经布局下一代高性能智算交换机，其核心目标是为大型数据中心提供高带宽、低时延的网络连 接与智能运维能力。 ...

在基础设施建设方面，《措施》还提出，鼓励福州（含平潭）、泉州、厦门等地规划建设城市算力网， 推进"福州—深圳短路径光缆"项目建设。升级扩容"福淡""厦金"海底光缆，依托区域性国际关口局探索 算力"出海"专网服务。 作为数字经济大省，福建近年来数字经济规模持续高速增长。福建省发展改革委党组成员、省数据管理 局局长郭文忠曾透露，福建全省数字经济规模从2020年的2.03万亿元跃升至2024年的3.2万亿元，年均增 速超12%。 国研新经济研究院创始院长朱克力分析称，《措施》的出台对行业影响深远：从基础设施层面看，将推 动算力资源布局优化；从技术发展角度，鼓励新技术研发部署，将加速行业技术迭代，提升整体技术水 平；在应用场景方面，聚焦政务、医疗等重点行业开展算力应用创新，能拓展算力应用边界，催生新业 态新模式。 福建上市公司积极布局算力业务。弘信电子2025年前三季度算力及相关业务收入占主营业务收入比例达 40.53%。弘信电子董事长李强表示，《措施》的出台将给本地企业发展带来利好，下一步公司非常有 意愿参与支持西部及宁夏算力建设。鸿博股份AI算力业务占比超75%，相关人士称将借助政策机遇拓展 福建本地市场。此外还 ...

午后，重庆突然集体异动拉升。重庆建工（600939）直线拉升涨停，财信发展、渝开发、重庆路桥、中设咨询等冲高。 3﹒建设全国一体化算力网络成渝国家枢纽节点 强化数据开发利用。发挥企业"数据要素×"主体作用，在重点领域建设一批行业高质量数据集。建设全国一体化算力网络成渝国家枢纽节点，加快推进"疆 算入渝"工程，迭代国家（西部）算力调度平台。推进智能网联汽车"车路云一体化"试点，打造智能汽车大数据云控基础平台，建设国家工业互联网大数 据区域及行业分中心。建成国家区块链网络区域枢纽。深化中新（重庆）国际互联网数据专用通道应用。发挥重庆人工智能学院、重庆通用人工智能研究 院、重庆市医学影像大数据与医疗AI研究中心平台作用，引进和培育数据企业，建设国家级数据产业集聚区。 | 重庆建工(600939) 2025年11月28日 星期五 PageUp/Down:前后日 空格键:操作 | | | | | | --- | --- | --- | --- | --- | | 東宋津 分时(静态) | 10.09% | 13:53 | 3.82 | 216 | | 3.82 | | 13:54 | 3.82 | 22 | | 3.7 ...

Core Insights - The article emphasizes the strategic direction for China's new round of technological revolution and industrial transformation, highlighting the importance of computing power as a key productivity force in the digital economy [1] Summary by Sections Computing Power Network Definition - The average increase of 1 point in the computing power index of 15 key countries can lead to a 3.5‰ growth in digital economy and a 1.8‰ increase in GDP [2] - Major countries are establishing national-level computing power systems, with China launching the "East Data West Computing" project in February 2022 to build eight national integrated computing power network hubs [2] - The development of high-quality communication and information infrastructure, such as 5G and cloud computing, is essential for the integration of networks and computing power [2] Characteristics of Computing Power Network - The computing power network is characterized by network-based resource allocation, enabling flexible and real-time matching of computing tasks with optimal computing resources [3] China's Leading Position in Computing Power Network - China has taken the lead in establishing standards for computing power networks and has developed a complete industrial chain for computing power network hardware and software infrastructure [4] - The upstream of the industrial chain is driven by national policies and major projects, while the midstream focuses on integrated management and operation services [4] Different Development Paths in Computing and Network Integration - Western telecom operators focus on their own network construction and often collaborate with large cloud providers for cloud capabilities, while Chinese operators are actively building intelligent digital information infrastructure [5][6] Accelerating Infrastructure Development - The construction of computing power network infrastructure requires collaboration across the industrial chain, emphasizing the need for innovation in applications and services [7] Outlook for the First Decade of Computing Power Network - The development of the computing power network in China is expected to progress through three stages: collaboration, integration, and unification, with significant advancements anticipated by 2030 [8] Impact on Industry and Global Competitiveness - The development of the computing power network is expected to enhance China's innovation capabilities and international competitiveness, contributing to the advancement of digital infrastructure and related industries [9]

Group 1 - The company, Zhaolong Interconnect (300913), plans to continuously follow the development trends of computing networks and artificial intelligence [1] - The company will increase research and development investment in the optical product field [1] - The company aims to expand product application scenarios and enhance core technological competitiveness [1]

Core Insights - The rapid growth of emerging applications such as AI large models, industrial internet, and fintech is driving a shift in computing power demand from "resource-intensive" to "experience certainty" [1] - The Shanghai Municipal Communications Administration and the Shanghai Economic and Information Commission have initiated a special action to develop a "millisecond computing" network, aiming for comprehensive coverage and efficient connectivity by 2027 [1][3] Group 1: Millisecond Computing Network - The "1ms city computing network" aims to create a super brain for cities, enabling ultra-fast response times and integrating various computing resources [2] - The construction of the 1ms city computing network is part of the national integrated computing power network initiative, which seeks to optimize resource allocation and scheduling [2][3] - Traditional networks face inherent bottlenecks such as multiple layers and uncertain delays, which cannot meet the demands of future computing needs [2] Group 2: Infrastructure Development - The "14th Five-Year Plan" emphasizes the construction of modern infrastructure, including information communication networks and integrated computing networks [3] - The Ministry of Industry and Information Technology has called for the development of high-speed, low-latency urban networks to provide millisecond-level computing resources [3][5] Group 3: Shanghai's Strategic Initiatives - Shanghai's "Pudong Computing" initiative aims to enhance the quality of computing power development, focusing on 5G-A base stations and fiber optic networks [7] - The city plans to establish a large-scale intelligent terminal facility system by 2026, enhancing its computing infrastructure [7] - Shanghai is leveraging its strengths in finance and AI to extend the capabilities of the 1ms computing network for real-time risk management and AI model training [8][9]

Core Insights - The 2025 6G Development Conference highlighted that the global development of sixth-generation mobile communication technology (6G) has entered a critical phase of technical convergence and industry collaboration [1] - The current state of 6G development shows a dual trend of "technical deepening" and "emerging ecosystem," with key technologies transitioning from theory to prototype validation and increasing global competition in standard formulation [1] - China has made significant progress in 6G, completing the first phase of key technology testing and accumulating over 300 key technology reserves, demonstrating its determination and capability to seize future development opportunities [1] Group 1: Application-Driven Development - Emphasizing the importance of application, the industry should bind R&D efforts closely with real-world demands, establishing "end-to-end" testbeds in various sectors such as smart manufacturing and telemedicine [2] - The goal is to transform pain points from the industry into focal points for technological breakthroughs, ensuring that R&D outcomes are practical and market-oriented, thereby establishing a first-mover advantage in 6G application standards [2] Group 2: Collaborative Ecosystem - The 6G industry chain is extensive and complex, necessitating collaboration among various players; measures should be taken to support leading companies in the telecommunications and equipment manufacturing sectors to act as "chain leaders" [3] - Encouraging collaboration among terminal manufacturers, chip developers, and content providers is essential to foster innovation and enhance the resilience of the entire industry chain [3] - New technologies such as AI smartphones and industrial smart modules are seen as critical components of the future 6G ecosystem, serving as platforms for new applications and business models [3] Group 3: Global Innovation Framework - 6G is a global technology, and sustainable development cannot be achieved through closed self-research; China should leverage platforms like IMT-2030 to attract international participation in technology trials and standard-setting [4] - Deepening international cooperation and shared development of 6G test networks will enhance China's influence in global 6G governance and industry ecosystems [4] - The industry must shift from pursuing isolated technical achievements to building a comprehensive ecosystem that integrates technology, industry, application, and governance to support high-quality economic development [4]

Core Insights - The seminar focused on high-quality collaborative development among the Yangtze River Delta, Beijing-Tianjin-Hebei, and Guangdong-Hong Kong-Macau Greater Bay Area, aligning with the themes of the upcoming China International Import Expo and the 14th Five-Year Plan [1][3] Group 1: Innovation and Collaboration - The seminar emphasized the importance of building a collaborative innovation community to break down barriers and enhance regional cooperation [3][4] - Experts highlighted the construction of a unified national market as a significant variable influencing regional coordinated development, reshaping the economic landscape with new productivity factors like AI and computing networks [3][4] - Suggestions included addressing labor mobility barriers, regulatory discrepancies, and establishing a tax-sharing mechanism to facilitate resource flow among the three regions, which collectively account for 40% of the national GDP [4][5] Group 2: Strategic Development and Mechanisms - The discussion underscored the need for strategic alignment among major national strategies, with a focus on creating synergies that exceed the sum of individual efforts [5][6] - Experts proposed enhancing infrastructure, reducing talent mobility costs, and fostering talent exchange to strengthen regional connections and innovation [6][7] - The importance of a unified market to support the cross-regional flow of innovation elements and industrial integration was emphasized, with examples of successful collaborations between cities [6][8] Group 3: Business Perspectives - Companies are encouraged to leverage the unified national market to optimize resource allocation and enhance competitiveness in the global arena [8][9] - Strategies for businesses include restructuring based on technology, optimizing supply chains, and adhering to compliance standards to align with national strategies [9][10] - The healthcare sector's unique challenges in the Greater Bay Area were discussed, with a focus on patient-centered collaboration and breaking down regional barriers to improve service delivery [10][11] Group 4: Urban Development and Governance - The seminar explored urban cluster development and governance innovation, emphasizing the need for differentiated positioning and digital economy empowerment [10][11] - Recommendations included creating cross-regional industrial collaboration models and leveraging high-level openness to drive institutional innovation [11][12] - The importance of balancing market forces with government intervention to avoid market distortions was highlighted, alongside the need for equal public service access across regions [11][12] Group 5: Future Directions - The discussion concluded with a call for increased efforts in urban cluster construction to promote spontaneous regional collaboration and improve mechanisms for population mobility and social security integration [12][13] - The seminar highlighted the ongoing exploration of regional collaboration, indicating that the dialogue and initiatives will continue beyond the event [14]