（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 ...

Core Viewpoint - Guizhou Province is focusing on technology innovation to drive high-quality economic development, with a significant emphasis on the digital economy, which is projected to increase its GDP share from 38.2% in 2020 to 53.3% by 2024, marking a transition from rapid growth to quality enhancement [2] Group 1: Digital Economy Development - The digital economy is seen as a crucial engine for high-quality economic growth, with Guizhou implementing the "Digital Active City" strategy to enhance digital industrialization and governance [2] - The share of the digital economy in GDP is expected to rise significantly, indicating a robust transition towards quality and efficiency [2] Group 2: Computing Power Infrastructure - Guizhou has established 26 large-scale data centers, achieving a total computing power of over 126 EFlops, with over 98% being intelligent computing power, positioning it as a leading region for domestic intelligent computing capabilities [3] - The region has transformed from "machine room economy" to "storage-computing integration," successfully creating a cluster of Huawei Cloud intelligent computing centers [3] Group 3: Regulatory Framework - The implementation of the "Guizhou City Computing Power Industry Promotion Regulations" in 2025 marks a significant step towards the legal and standardized development of the computing power industry [4] - Guizhou is recognized for its exemplary practices in building a national computing power guarantee base, receiving commendation from the State Council [4] Group 4: Digital Transformation Applications - Over the past five years, Guizhou has launched 504 digital application scenarios across government, civilian, and commercial sectors, significantly transforming governance and industry practices [5][6] - The "Shuang Guiyang" one-stop service platform has integrated over 2,500 public services, showcasing a new model of grassroots governance [6] Group 5: Industrial Growth - Guizhou is focusing on the electronic information manufacturing and software service industries, with the electronic information manufacturing sector projected to reach a total output value of 44 billion yuan by the end of the 14th Five-Year Plan, growing at an annual rate of 13% [7] - The software and information technology service industry is expected to exceed 100 billion yuan in revenue, marking a 6.7-fold increase from 2020 [7] Group 6: Innovation and Talent Development - The successful hosting of the Big Data Expo for 11 consecutive years has established Guizhou as a global leader in the big data field, with a total talent pool of 246,700 in the digital economy [8] - Guizhou has set up an industrial development fund exceeding 18 billion yuan and introduced various policies to support the software and big model industries [8] Group 7: Future Goals - Guizhou aims to achieve a scale of 300 billion yuan in the digital industry by the end of the 15th Five-Year Plan, continuing to implement the "Digital Active City" strategy [8] - The focus will be on enhancing the synergy between computing power, data, artificial intelligence, and electronic information industries, while also improving social governance and service efficiency [8]

一是壮大算力供给规模。坚持一手抓要素保障、一手抓项目落地，集中力量招引自带产业生态的超大 型、大型数据中心企业来韶落户，以高水平项目集聚壮大算力供给规模，同步推进韶关集群起步区扩 区，让企业引得来、落得下、发展好，力争到今年底建成 30 万标准机架承载能力、上架算力达250MW （10万标准机架），更好服务粤港澳大湾区人工智能、低空经济发展。我们非常欢迎人工智能、互联 网、第三方IDC企业来韶关投资建设数据中心，携手打造具有核心竞争力的算力产业集群。 三年多来，在国家和省的大力支持下，韶关举全市之力推进集群建设，起步区规划建设用地 6277 亩， 形成了"三片区一中心"的发展布局，已构建起从存储、训练到场景应用的算力产业生态。 一是算力供给能力不断提升。集群共吸引入驻三大电信运营商、腾讯、万国等20个数据中心项目，计划 总投资620亿元。目前，已建成12万标准机架，可承载18万P算力的规模，智能算力已上架1.6万P，成为 大湾区规模最大的智能算力供给基地。 二是数据要素资源加速汇聚。获批广东省首批数据要素集聚发展区，建成粤港澳大湾区数据应用产业 园、百度智能云（韶关）人工智能数据标注基地，广州数据交易所（韶关 ...

Core Viewpoint - The semiconductor industry in China is experiencing a clear trend of price increases, driven by tight supply and rising costs, with major companies like Zhongwei Semiconductor and Guokewai announcing significant price hikes for their products [1][2]. Group 1: Price Increases - Zhongwei Semiconductor announced price increases for its core products, including MCU and NorFlash, with adjustments ranging from 15% to 50% due to supply constraints and rising costs [1]. - Guokewai has issued a price increase notice for its KGD series products, with price hikes of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb specifications, indicating a significant upward trend in pricing [2]. Group 2: Industry Performance - The semiconductor industry index rose by 18.91% from January 1 to January 23, 2026, outperforming the CSI 300 index, driven by improved expectations for the industry [2]. - The storage chip sector is entering a high prosperity cycle, with strong performance driven by the explosive growth of AI and computing power industries, leading to improved revenue and profit for related companies [2]. Group 3: ETF and Index Information - The Southern Science and Technology Chip ETF (588890) closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, and testing [3]. - The top ten weighted stocks in the index include major players such as SMIC, Haiguang Information, and Cambrian, reflecting the overall performance of representative semiconductor companies listed on the Science and Technology Innovation Board [3].

Group 1 - Vanke A received a loan of up to 2.36 billion yuan from Shenzhen Metro Group [1] - Jiashitang announced a suspension of trading due to a planned change in control by shareholders [1] - Shunhao Co. stated that its core technology aligns well with global space computing trends [1] Group 2 - Ruishun Technology's high-speed robots have secured initial cooperation orders from several 3C companies [1] - Huanghe Xuanfeng plans to start mass production of heat sink plates in February [1] - Yingxin Development intends to acquire 60% of Guangdong Changxing Semiconductor for 520 million yuan, expecting significant revenue growth from storage chip business [1] Group 3 - Robotech signed a mass production order for wafer testing equipment and services worth 38.03 million yuan [1] - Pizaihuang's innovative drug PZH2113 capsule has completed the first subject enrollment in Phase I clinical trials, with no similar drugs approved domestically or internationally [1] - Nord shares are undergoing a technical upgrade for a production line to enable mass production of high-end lithium battery copper foil [1] Group 4 - Pizaihuang's controlling shareholder plans to increase its stake in the company by 300 million to 500 million yuan [1] - Huasheng Lithium intends to adjust its share repurchase price ceiling from 32 yuan to no more than 150 yuan per share [1] Group 5 - Shenzhen South Circuit expects a net profit increase of 68%-78% in 2025, driven by storage market demand [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, reversing previous losses [1] - Muxi Co. forecasts a net loss of 650 million to 798 million yuan in 2025, with a narrowing loss [1] Group 6 - Ningbo Fubon expects a net profit increase of 3099.59%-4379.43% in 2025 [1] - Jinma Amusement anticipates a net profit increase of 811.17%-1069.56% in 2025 [1] - Yiqiu Resources projects a net profit increase of 620%-970% in 2025 [1] Group 7 - Zhenlei Technology expects a net profit increase of 530%-642% in 2025, focusing on satellite communication market opportunities [1] - Nanya New Materials anticipates a net profit increase of 337%-417% in 2025, driven by demand recovery in the copper-clad laminate industry [1] - Zhimingda forecasts a net profit increase of approximately 414% in 2025 [1] Group 8 - Shijia Photon expects a net profit increase of approximately 426% in 2025, with Q4 performance below expectations [1] - Huatuo Shanding anticipates a net profit increase of 428.38%-692.57% in 2025 [1] - Jianfeng Group expects a net profit increase of 325.97% in 2025 [1] - Yihua Co. forecasts a net profit increase of 150%-214% in 2025, driven by growth in the computing industry [1]

超7000亿资金撤离宽基ETF，"国家队"减持了多少？监管层对市场过热"精准降温"？ 开年以来，宽基ETF市场呈现"冰火交织"的局面，交易额持续火爆，资金却在悄然撤离。Wind数据显 示，截至1月26日，股票型ETF年内日均成交额2427亿元，同比实现翻倍，多只宽基ETF成交额刷新历 史纪录。另一边，宽基ETF却遭遇大规模赎回，年内净流出规模累计达7382亿元。多只宽基ETF出现明 显资金流出。第一财经根据定期报告计算，仅9只重点宽基ETF的基金份额就较中央汇金等"国家队"去 年底的持仓份额减少近870亿份，这一变动也坐实了"国家队"年初的减持动作。 美国将在中东举行空军战备演习 负责中东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战 备演习，以展示其在中央司令部责任区内快速部署、分散部署和持续作战的能力。声明说，此次演习旨 在增强军事装备和人员的分散部署能力，强化区域伙伴关系，并为在中央司令部责任区内执行灵活应对 行动做好准备。 演习期间，美军将向多个应急地点部署小分队，并在小型、高效支援保障支持下，验证快速部署、执行 任务和撤离流程。 美元突然崩了！创四年新低，特朗普 ...

人民财讯1月28日电，随着上市公司2025年度业绩预告进入高峰期，存储芯片产业链公司的盈利能力增 长成为市场的一道风景线。探究发现，存储芯片公司业绩增长的主要原因是，受AI及算力产业发展拉 动，产业进入高景气周期、产品持续涨价。 记者采访获悉，从全球来看，2026年，存储芯片产业高景气仍将持续，涨价有望持续全年。尤其是，在 AI需求拉动下，HBM（高带宽内存）赛道高景气度有望延续至2028年。 抢抓景气周期机遇，存储相关上市公司也进入扩产周期。除了三星、美光等头部公司，佰维存储、江波 龙、德明利、兆易创新等A股公司也在积极扩产，普冉股份等则加快并购步伐以加码主业。 随着"两长"（长江存储、长鑫科技）的资本开支提升和扩产步伐加快，中国存储产业快速发展，整个产 业链迎来空前的投资机遇。 （文章来源：上海证券报） ...

Core Insights - The profitability growth of storage chip companies is driven by the development of AI and computing power industries, leading to a high prosperity period and continuous price increases [1] Industry Overview - The storage chip industry is expected to maintain high prosperity through 2026, with price increases likely to continue throughout the year [1] - The demand from AI is particularly boosting the HBM (High Bandwidth Memory) segment, which is anticipated to remain prosperous until 2028 [1] Company Actions - Major companies such as Samsung and Micron, along with A-share companies like Biwei Storage, Jiangbolong, Demingli, and Zhaoyi Innovation, are actively expanding production to seize the growth opportunities [1] - Companies like Purun Co. are accelerating acquisition efforts to strengthen their core business [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：0028970证券简称：意华股份0公告编号：2026-002 温州意华接插件股份有限公司 三、业绩变动原因说明 1、报告期内，全球算力产业蓬勃发展，带动服务器、数据中心建设需求持续攀升，公司通讯连接器产 品订单同步增长。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 单位：万元 ■ 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司就业绩预告有关事项与会计师事务所进行了预沟通，公司与 会计师事务所在业绩预告方面不存在重大分歧。 2025年度业绩预告 2、公司客户SOLTEC ENERGIASRENOVABLES, S.L.U.重组已获法院批准，相较于上年同期，本报告 期内公司不存在对SOLTEC ENERGIASRENOVABLES, S.L.U.单项计提的大额坏账准备。 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，具体财 ...

Core Viewpoint - The storage chip industry is experiencing significant growth driven by AI demand and rising product prices, leading to a high profitability forecast for various companies in the sector [1][5][6]. Group 1: Company Performance Forecasts - Baiwei Storage expects a net profit of 8.5 billion to 10 billion, representing a growth of 427.19% to 520.22% [1][3]. - Demingli anticipates a net profit of 6.5 billion to 8 billion, with a growth rate of 85.42% to 128.21% [3][4]. - 34 storage concept companies have released 2025 performance forecasts, with 19 companies showing profit growth, indicating a 50% success rate [3]. Group 2: Industry Trends and Drivers - The storage chip industry is projected to maintain high profitability through 2026, particularly in the HBM segment, driven by AI demand [2][6]. - The price increase in storage products is attributed to a high demand from AI applications and a supply contraction, leading to a structural supply-demand mismatch [6][7]. - Major companies like Samsung and Micron are expanding production capacities to meet the growing demand, with specific plans to increase DRAM and NAND production [7][8]. Group 3: Expansion and Investment Strategies - Domestic companies such as Changjiang Storage and Changxin Technology are ramping up capital expenditures and production capacity to capitalize on the industry's growth [2][7]. - Baiwei Storage and Demingli are actively pursuing expansion through fundraising and mergers to enhance their core competencies in the storage chip market [8].