Group 1 - The event held by Beijing Municipal Cyberspace Administration on December 8 focuses on accelerating the deployment and application of IPv6, aiming to transition from "access" to "transport" and from "usable" to "user-friendly" [2] - IPv6 is highlighted as a core technology for the next-generation internet, essential for building a high-speed, ubiquitous, intelligent, and low-carbon information infrastructure, and serves as an "innovation engine" for urban digital transformation and high-quality development of the digital economy [2] - Beijing plans to enhance policy guidance, mechanism innovation, ecosystem construction, and resource assurance to promote large-scale deployment of IPv6, leveraging its technological advantages in fields like artificial intelligence, 6G, autonomous driving, and computing networks [2] Group 2 - The experience-sharing session showcased innovative measures for promoting IPv6 coverage, emphasizing a collaborative approach among government and enterprises, creating a model for accelerating IPv6 deployment across the city [3] - An award ceremony recognized outstanding cases of IPv6 deployment and application, with 10 first prizes, 10 second prizes, and 20 third prizes awarded, demonstrating the integration and innovative development of IPv6 in key sectors such as government, education, finance, and the internet [3] - The establishment of the Capital Internet Industry IPv6 Innovation Development Alliance was announced, aiming to foster a collaborative innovation system among internet enterprises in Beijing to build a shared and win-win IPv6 industry ecosystem [3]

Core Insights - The 2025 Greater Bay Area Science Forum opened in Guangzhou, focusing on advancements in mobile communication, artificial intelligence, industrial internet, quantum communication, and computing networks [1] Group 1: Industry Developments - China Unicom launched the Guangdong Computing Network Collaborative Service Platform, which aims to enhance the efficient circulation of computing resources across different levels, regions, and industries [2] - The platform features four main functions: industry policy window, computing resource identification management, supply-demand market matching, and a diversified product matrix [2] - The Guangdong Computing Network Collaborative Service Center will provide dual support for facility interconnection, resource sharing, and trustworthy transactions [2] Group 2: Security Innovations - China Unicom's network security base announced six innovative achievements, including the "Mo Attack + Four Honey" defense system and the establishment of a data security governance framework [4] - The company introduced two innovations in low-altitude intelligent networking: a low-altitude safety supervision platform certified by CNAS and a trusted low-altitude data space [4] Group 3: Quantum Security Products - China Unicom released three quantum security innovations: a Quantum Key Distribution (QKD) integrated product, an encryption product based on a quantum random number key cloud platform, and a post-quantum cryptography (PQC) product integrated with OTN devices [7] - These quantum security products are currently being piloted in multiple locations within the Greater Bay Area and are expected to be scaled for use in critical information communication sectors such as government, finance, and enterprises [7] - A signing ceremony was held between Guangdong Unicom and the South China University of Technology for a new generation information technology industry innovation center [7]

Core Viewpoint - The event emphasizes the importance of IPv6 as a core technology for the next generation of the internet, aiming to drive digital transformation and high-quality development of the digital economy in Beijing [1]. Group 1: Policy and Strategic Initiatives - Beijing will focus on policy guidance, mechanism innovation, ecosystem construction, and resource assurance to promote the large-scale deployment of IPv6 single-stack technology [1]. - The city aims to leverage IPv6 technology advantages in various fields such as artificial intelligence, 6G, autonomous driving, and computing networks to establish a solid foundation for becoming a global benchmark city for the digital economy [1]. Group 2: Technical Insights and Collaborative Efforts - Professor Li Xing from Tsinghua University provided strategic guidance on the deep development of IPv6, highlighting the importance of policy empowerment and multi-party collaboration in achieving full coverage of IPv6 [2]. - The event showcased innovative measures from Haidian District and Economic Development Zone, forming a collaborative work pattern that can be replicated across the city [2]. Group 3: Recognition and Ecosystem Development - An award ceremony recognized outstanding cases of IPv6 deployment and application in key sectors such as government, education, finance, and the internet, with a total of 40 awards distributed [2]. - The establishment of the "Capital Internet Industry IPv6 Innovation Development Alliance" marks a new phase in the collaborative and ecological development of IPv6 in Beijing, with participation from major internet companies [3].

Core Viewpoint - The company, Haohan Deep (688292.SH), has been actively involved in national major event network security work for several years, demonstrating the practical application of its technology in various fields, including intelligent vehicles and low-altitude internet of things [1] Group 1: Intelligent Vehicles and Traffic - The company has provided safety monitoring management and identity authentication systems for multiple integrated autonomous driving demonstration zones [1] - It offers automotive information security monitoring and operational management systems to several automotive manufacturers, including high-end foreign brands [1] - The company's integrated vehicle-road-cloud safety solutions, which include traffic situation analysis and congestion prediction, have been implemented in the autonomous driving sector [1] Group 2: Low-altitude Internet of Things - The company has partnered with mobile operators to provide safety monitoring management systems for low-altitude drones [1] Group 3: Computing Network - To address the large-scale computing demands brought by AI large models, the company has laid out plans for the next generation of high-performance intelligent computing switches [1] - The core objective is to provide high bandwidth and low latency network connectivity and intelligent operation capabilities for large data centers [1]

Core Viewpoint - The company, Haohan Deep (688292.SH), has been actively involved in national major event network security work for several years, demonstrating the practical application of its technology in various fields, including intelligent vehicles and low-altitude internet of things [1] Group 1: Intelligent Vehicles and Transportation - The company has provided safety monitoring management and identity authentication systems for multiple integrated autonomous driving demonstration zones [1] - It offers automotive information security monitoring and operational management systems to several automotive manufacturers, including high-end foreign brands [1] - The company's integrated vehicle-road-cloud safety solutions, which include traffic situation analysis and congestion prediction, have been implemented in the autonomous driving sector [1] Group 2: Low-altitude Internet of Things - The company has partnered with mobile operators to provide safety monitoring management systems for low-altitude drones [1] Group 3: Computing Network - In response to the large-scale computing demands brought by AI large models, the company has laid out next-generation high-performance intelligent computing switches [1] - The core objective is to provide high bandwidth and low latency network connectivity and intelligent operation capabilities for large data centers [1]

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]