Group 1 - The meeting focused on the "three maximum" provincial positioning and "three more important" strategic status, with 14 committee members providing suggestions to advance the practice of Chinese-style modernization in Qinghai [1] - The meeting included representatives from various political parties and organizations, emphasizing collaboration and shared goals for the province's development [2] - A total of 247 speech materials were collected, with 14 selected for oral presentation and 60 for written submissions, reflecting the commitment of committee members to serve the nation and the public [3] Group 2 - Committee members proposed initiatives to enhance Qinghai's tourism, health, and ecological sustainability, including the development of an international mountaineering destination and a health monitoring system for grasslands [2] - Suggestions included leveraging Qinghai's green electricity resources to create a "China Hydrogen Sea" industrial cluster and promoting high-quality development in the plateau health industry [2] - The meeting highlighted the importance of legislative protection for wild resources and the promotion of high-quality development in the caterpillar fungus industry [2]

Core Insights - The green computing industry in Qinghai has achieved significant development, marked by the launch of the first domestically produced large-scale green computing service product based on cloud computing scheduling on February 26, 2025 [1] - The "Qinghai Green Computing Cloud" was introduced on March 13, providing both private and cloud deployment services, and integrating with the domestic large model ecosystem [1] - A total of 8 key projects were signed at the second Qinghai Green Computing Industry Development Promotion Conference on March 28, with a total investment exceeding 20 billion [1] Industry Developments - The computing power scale is expected to grow nearly 40 times, with operational computing power reaching 22,000 PFLOPS [1] - Haidong City has been recognized as one of the top 30 cities in the country for computing power [1] Strategic Significance - Qinghai is transitioning from a clean energy hub to a green computing powerhouse, leveraging domestic technology to build a competitive edge in the digital economy [1] - The initiative supports the national "East Data West Computing" strategy, providing a replicable model for other western provinces to develop their digital economies based on unique resources [1] - The integration of clean energy and the digital industry is expected to foster new economic growth engines and enhance regional digital infrastructure capabilities [1]

Core Insights - The first "National Green Computing Power Facility" promotion event was held in Shanghai, announcing the list of facilities for 2025, with over 12 million standard racks expected in use, positioning China as the second-largest in global computing power scale [1][2] - The demand for computing power is growing exponentially, driven by applications such as AI model training and industrial internet empowerment, leading to a significant increase in energy consumption [1] - The International Energy Agency reported that global data center electricity consumption has been growing at an annual rate of approximately 12% since 2017, more than four times the global total electricity consumption growth rate [1] Group 1: National Green Computing Power Facilities - A total of 60 data centers were included in the 2025 National Green Computing Power Facility list, covering various sectors such as industrial, information communication, energy, internet, finance, and public institutions [2] - The Ministry of Industry and Information Technology has cultivated over 300 national green computing power facilities, achieving positive results in energy efficiency and collaborative development [2] Group 2: Technological Advancements and Innovations - Shanghai is supporting the implementation of key green low-carbon technologies in computing power centers, with advanced technologies like liquid cooling and AI intelligent operation being scaled up [3] - The city has established a public computing power service platform and a diverse supply structure involving major telecom operators and market participants [3] Group 3: Industry Performance and Market Outlook - Companies in the green computing power supply chain are experiencing robust production and sales, with some firms reporting high capacity utilization and a strong order backlog [4] - The company Shunling Environment has developed a modular liquid cooling system to meet the growing demand for high-density cooling in data centers, serving major clients like Huawei and ByteDance [4] - Kstar, a leading UPS manufacturer, is benefiting from the global data center infrastructure boom, with increasing orders and exports to over 180 countries [5]

Group 1 - The first "National Green Computing Power Facility" promotion and exchange event was held in Shanghai, announcing the list of national green computing power facilities for 2025, with over 12 million standard racks expected to be in use in China, making it the second-largest globally in terms of computing power scale [1] - The demand for computing power driven by AI model training and industrial internet applications is growing exponentially, leading to a significant increase in energy demand, with global data center electricity consumption growing at an average annual rate of about 12% since 2017, more than four times the global total electricity consumption growth rate [1] - The event featured 60 data centers selected for the national green computing power facility list, including facilities from various sectors such as industrial, information communication, energy, internet, finance, and public institutions [1] Group 2 - The Ministry of Industry and Information Technology emphasizes the importance of green and low-carbon development of computing power facilities, having cultivated over 300 national green computing power facilities across various sectors, achieving positive results in energy efficiency and collaborative computing power [2] - Shanghai currently has over 160 data centers with approximately 250,000 operational racks, accounting for nearly 3% of the city's total electricity consumption, and supports the implementation of green low-carbon technologies in various centers [2] - Shanghai's intelligent computing power deployment has reached 120,000 P (FP16), forming a diverse supply structure with a public computing power service platform and collaboration among major operators and market entities [2] Group 3 - The core goal of "green computing power" is to reduce the energy consumption of computing infrastructure, with PUE (Power Usage Effectiveness) being a key metric for measuring this goal, where a lower PUE indicates higher operational efficiency and reduced carbon emissions [3] - Several companies in the green computing power supply chain showcased new products and systems at the event, with some expressing optimism about industry growth, highlighting high capacity utilization and sufficient orders [3] - Companies like Shenling Environment are expanding their production capabilities for liquid cooling systems, which are essential for high-density heat dissipation in data centers, and have established partnerships with major clients such as Huawei and ByteDance [4] Group 4 - UPS (Uninterruptible Power Supply) systems are essential for data center construction, significantly impacting computing power output, with companies like Kstar showcasing their latest integrated system models at the event [4] - Kstar's data center business is benefiting from a global infrastructure boom, with increasing orders and shipments contributing to rapid overall performance growth, and their products meeting national green energy efficiency standards [4] - The company serves major internet, finance, and communication clients while expanding its overseas business, exporting products to over 180 countries and regions [4]

Core Viewpoint - The rapid growth of computing power demand driven by artificial intelligence is prompting Shanghai to focus on the green and low-carbon transformation of computing facilities [1] Group 1: Current State of Data Centers - Shanghai currently has over 160 internet data centers, with an average Power Usage Effectiveness (PUE) of approximately 1.339, which is above the ideal value of 1 [1] - The PUE value indicates the efficiency of energy use in data centers, with lower values signifying better efficiency in terms of cooling and power supply for non-IT equipment [1] Group 2: Climate Impact on Efficiency - The PUE of data centers is influenced by the climate zone, with cooler regions benefiting from reduced cooling energy consumption [1] - Shanghai's hot summer climate presents a challenge for energy efficiency in data centers [1] Group 3: Efforts for Improvement - Since the 14th Five-Year Plan, Shanghai has seen a gradual decrease in the PUE value of its data centers, indicating ongoing efforts to enhance energy efficiency [1] - The city is focusing on improving energy efficiency through various methods, including carbon quota management and the construction of zero-carbon data centers [1]

国内新闻 ◐ 2 025年我国绿色算力设施可再生能源利用率逾70%。 1月21日，国务院新闻办公室举行新闻发布会，介绍20 25年暨"十四 五"时期工业和信息化发展成效。会上披露，2025年度，国家绿色算力设施可再生能源利用率平均值超过70%。 ◐ 2025年我国制造业智能化、绿色化加快发展。 据央视新闻1月2 1日报道，国家税务总局发布的最新税收数据显示，2025年， 全国高耗能制造业销售收入占制造业比重较上年下降1.1个百分点，反映产业结构不断优化。制造业企业购进环境治理服务金额 同比增长7. 3%，反映绿色治理投入不断加大。新能源相关产业也在快速发展，新能源车制造业、锂离子电池制造业销售收入同 比分别增长14 . 3%和2 5. 1%。 新闻聚焦 ◐ 我国电动汽车充电设施数量突破2 00 0万。 据新华社消息，国家能源局1月21日宣布，截至20 25年1 2月底，我国电动汽车充电 设施数量达20 09 . 2万个，突破2000万大关，建成全球最大电动汽车充电网络，可支撑超40 00万辆新能源汽车充电需求。其中， 公共充电设施（枪）4 7 1.7万个，私人充电设施（枪）1 537. 5万个。 ◐ 首次突破 ...

Core Insights - Dongyangguang Technology Holdings Co., Ltd. announced a cash acquisition of Beijing Qinhuai Data Co., Ltd.'s China operations for 28 billion yuan, marking one of the largest computing power industry acquisitions in Asia in recent years [1] - The acquisition aims to address the disconnect between core component manufacturing and actual application scenarios in the computing power infrastructure sector, facilitating seamless integration of technology and creating a virtuous cycle of mutual empowerment [1][2] Group 1 - Dongyangguang has extensive expertise in electronic materials, particularly in liquid cooling core materials and key electronic components, with its self-developed laminated capacitor achieving over 40% improvement in volumetric efficiency and 30% increase in capacity density [2] - Qinhuai Data is a leading operator of large-scale computing power infrastructure solutions, with mature experience in data center construction, operation management, and resource allocation [2] - The acquisition enables Dongyangguang and Qinhuai Data to leverage regional resources for collaborative projects in Shaoguan, Ulanqab, and Yichang, establishing an integrated "production-computing-electricity" network [2][3] Group 2 - Dongyangguang's bases in Shaoguan, Ulanqab, and Yichang possess rich clean energy reserves, providing low-cost green electricity to Qinhuai Data's data centers, aligning with low-carbon development needs and significantly reducing long-term operational costs [3] - The collaboration between Dongyangguang and Qinhuai Data enhances the efficiency of converting electricity into computing power, optimizing the Power Usage Effectiveness (PUE) of data centers [3] - The acquisition fosters cross-enterprise and cross-industry ecological synergies, breaking traditional industry boundaries and activating development momentum across the entire value chain [3]

Core Viewpoint - Qinghai is emerging as a vibrant "green computing" hub, leveraging its unique natural resources and innovative policies to drive the development of digital economy through clean energy and computing power [1][2][3] Group 1: Natural Resources and Advantages - Qinghai boasts significant natural advantages with abundant water, sunlight, and wind resources, maintaining a Power Usage Effectiveness (PUE) value below 1.2, which is 40% lower than the national average [1] - The province has achieved a clean energy installation ratio of 94.6%, leading the nation in both new energy installation and generation [1] Group 2: Policy and Industry Development - Qinghai has proactively established five local standards for green computing, aligning with national "dual carbon" goals and the "East Data West Computing" strategy [2] - The province has launched the first clean energy and green computing scheduling center in the country and successfully activated a national chip green computing cluster [2] - By the end of 2025, Qinghai plans to have 189,000 standard racks built or under construction, showcasing a collaborative development of intelligent computing, supercomputing, and large models [2] Group 3: National and Global Impact - Qinghai's green computing initiatives support national objectives, providing precise data analysis for global atmospheric observation and enhancing ecological monitoring [2] - The green computing advantages are being extended to 15 provinces, contributing to significant projects like Beijing Daxing Airport and the Hangzhou Asian Games [2] Group 4: Challenges and Future Outlook - Despite the promising developments, challenges such as technological collaboration and market demand expansion remain [3] - Qinghai is committed to a high-quality development path, integrating data flow with local resources to create a sustainable growth narrative [3]

Core Viewpoint - The State Grid Qinghai Electric Power Company is leveraging data and platform resources to enhance clean energy management and carbon emission monitoring, supporting the green transition and high-quality development of the green computing industry in Qinghai Province [1] Group 1: Clean Energy Management - The company has established a multi-dimensional "electric-carbon" measurement system to address issues such as low monitoring efficiency and difficulties in cross-industry data collection for carbon emissions [1] - A total of 926 energy-consuming enterprises in the province have been provided with electric-carbon accounts, with 641 key enterprises' energy consumption data integrated into a comprehensive monitoring platform [1] Group 2: Carbon Emission Monitoring - The company aims to accurately monitor corporate carbon emissions by analyzing the intrinsic relationship between electricity consumption and carbon emissions, facilitating the green transition of enterprises [1] Group 3: Load Optimization - The Qinghai Clean Energy and Green Computing Dispatch Center has achieved approximately 1.4% optimization in peak and valley period electricity transfer [1] - A local coordinated dispatch system has been developed, integrating energy forecasts, pricing policies, and computing load characteristics to guide high-energy computing tasks to operate during periods of abundant wind and solar energy and low electricity prices [1]

Core Viewpoint - Qinghai is leading the nation in achieving a dual dominance in both installed capacity and generation of renewable energy, aiming to establish itself as a national clean energy industry hub [1][2]. Group 1: Renewable Energy Development - As of November 2024, Qinghai's total installed power capacity reached 62.24 million kilowatts, with clean energy accounting for 58.21 million kilowatts, representing 93.5% of the total [1]. - The province has established a modern large-scale hydropower station, the Qinhai Malang Hydropower Station, which will significantly alleviate electricity demand in central cities through the "West-to-East Power Transmission" initiative [2]. - Qinghai has built and put into operation seven large hydropower stations in the upper reaches of the Yellow River, with a total installed capacity of 13.4 million kilowatts, making it one of the thirteen major hydropower bases in the country [2]. Group 2: Energy Infrastructure and Technology - The world's first high-voltage direct current project primarily for renewable energy transmission, the Qinghai-Henan ±800 kV project, was completed in 2020, with a maximum operating power of 6 million kilowatts and cumulative electricity transmission exceeding 60 billion kilowatt-hours [4]. - Qinghai has established a clean energy and green computing scheduling center, which provides centralized monitoring and management of clean energy resources, enhancing operational efficiency and reducing costs by over 40% [6]. - The province has developed 177 megawatts of new energy storage projects, with an annual increase of 126 megawatts, to address the intermittency and volatility of renewable energy [7]. Group 3: Industrial Growth and Policy Support - Qinghai has attracted over 40 renewable energy manufacturing enterprises, including five of the top ten photovoltaic manufacturers in the country, creating a complete photovoltaic industry chain [9]. - The province has issued local standards for green computing infrastructure and energy efficiency, becoming the first in the country to establish such standards [9]. - The establishment of the zero-carbon data center by China Telecom in Qinghai has achieved a carbon reduction of 300,000 tons annually, showcasing the province's commitment to sustainable energy practices [10].