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趋势研判!2025年中国服务器电源‌行业发展背景、产业链全景、发展现状、竞争格局及发展趋势分析:算力需求激增带动,AI服务器电源市场规模加速扩张[图]
Chan Ye Xin Xi Wang· 2025-08-09 02:17
Core Insights - The server power supply industry is experiencing rapid growth driven by the "East Data West Computing" strategy and increasing demand for AI computing power, with the market expected to reach 308.55 billion yuan by the end of 2024, a year-on-year increase of 51.97% [1][16] - The server power supply market is projected to expand to 10.726 billion yuan in 2024, with AI server power supplies becoming a core growth driver, expected to exceed 5.5 billion yuan by 2025, accounting for over 40% of the overall market [1][18] - The industry is evolving towards high power density, intelligent management, and ecological collaboration, while also expanding production capacity in Southeast Asia to address global challenges [1][24] Industry Overview - Server power supplies are specialized devices that convert AC or DC power into stable DC power required by server hardware, ensuring continuous, efficient, and safe power supply [2] - The industry has established a comprehensive policy framework to promote high-quality development, including energy efficiency standards and green low-carbon initiatives [7][9] Market Dynamics - The server power supply market is characterized by a diverse product range, including AC/DC and DC/DC power supplies, with various redundancy designs and efficiency standards [3] - The demand for server power supplies is driven by the rapid expansion of data centers and the increasing energy consumption and carbon emissions associated with them [10][14] Competitive Landscape - The competitive landscape of the server power supply industry features a mix of foreign and domestic players, with international giants like Delta and Lite-On dominating the high-end market, while local companies like Oulutong and Megmeet are rapidly growing [20][22] - The market is witnessing a shift towards AI server power supplies, which are expected to account for over 40% of the market by 2025, while general-purpose power supplies face intense price competition [26] Future Trends - The industry is moving towards high power density and intelligent management, with new materials like GaN and SiC enhancing efficiency and reducing size [24][25] - The market is becoming increasingly segmented, with AI server power supplies leading growth, while general-purpose power supplies are experiencing price wars due to homogenization [26] - The ecosystem is evolving towards vertical integration and global collaboration, with domestic manufacturers expanding production in Southeast Asia to mitigate trade barriers [27]
电力变成全国算力 宁夏启动“人工智能+实体经济”深度赋能工程
Yang Shi Xin Wen· 2025-08-08 23:39
昨天(8月8日),2025算力之都开发者大会在宁夏银川正式拉开帷幕。本次大会聚焦人工智能关键共性 技术创新,推动人工智能技术与实体经济深度融合。这也标志着宁夏正式启动"人工智能+实体经济"深 度赋能工程。 宁夏工业和信息化厅副厅长卢机智:一方面是要全力推动宁夏枢纽扩量提速,把宁夏的电力变成全国的 算力,另一方面我们还要加快建设人工智能通用大模型训练场,打造一批典型应用场景,把宁夏打造成 全国算力之都。 本次大会邀请全球顶尖院士专家及3000余名开发者,围绕AI算力优化、大模型应用、低空经济、量子 通信、具身机器人及数字孪生等前沿技术,现场拆解行业难题,形成多套可直接落地的深度应用模板。 (文章来源:央视新闻) 参会专家姚卯青:人工智能已经走入了大模型的时代,大模型背后最重要的生产资料,那就是大算力、 大数据和大的模型参数。能把我们的基础设施做得越来越稳定、越来越高效、越来越安全、越来越绿 色,也为我们长期发展奠定好的基础。 自2024年以来,宁夏的线上算力产业园线上已入驻企业超百余家,涵盖算力、大模型、机器人、AI仿 真和系统集成等多业务方向,积极推动绿色算力服务国家"东数西算"战略任务,撬动整个产业链面向全 ...
新基建资产证券化再迎突破 国内首批数据中心REITs上市
Zheng Quan Ri Bao Wang· 2025-08-08 13:15
Core Insights - The launch of the first batch of closed-end infrastructure REITs based on data centers marks a significant advancement in China's REITs market, indicating a new phase of development for infrastructure assets [1][6] - The strong market response to the debut of data center REITs reflects investor confidence in the industry's growth potential, driven by the increasing importance of data centers in the digital economy [2][4] Group 1: Market Performance - On the first day of trading, both the Southern Wanguo Data Center REIT and Southern Runze Technology REIT saw a 30% increase, with trading volumes of 234 million yuan and 452 million yuan respectively [1] - During the issuance phase, the two REITs attracted over 470 billion yuan in subscription funds, indicating high demand from various investors [2] Group 2: Industry Growth Potential - The data center market in China is projected to reach 318 billion yuan by 2025, with a year-on-year growth rate of 32%, and could exceed 1.2 trillion yuan by 2030, reflecting a compound annual growth rate of over 25% [2] - The "East Data West Computing" strategy is expected to further enhance the development opportunities for the data center industry, leading to a sustained increase in demand for quality data center assets [2] Group 3: Asset Characteristics and Benefits - Data centers are characterized by stable cash flows and long-term operational value, often located in prime areas with robust infrastructure and efficient management [2] - The successful listing of data center REITs provides a pathway for companies to unlock capital tied up in fixed assets, facilitating reinvestment into new projects and technology development [4][5] Group 4: Broader Economic Impact - The introduction of data center REITs enriches the asset landscape of public REITs, complementing traditional infrastructure assets like highways and industrial parks, thus enhancing the market's ability to support new productive forces [5] - The development of data centers as a foundational element of the digital economy is crucial for advancing the digitalization and intelligent transformation of the economy, contributing to high-quality economic growth [5][6]
人保财险发布全国首个“东数西算” 绿色算力产业风险解决方案
Jin Rong Shi Bao· 2025-08-08 08:01
此次人保财险发布的全国首个"东数西算"绿色算力产业风险解决方案做到了"三个着力"。一是着力 提供一揽子风险解决方案,上游为光伏风力储能电站的建造运营期间的常规风险提供保障,为新能源设 备提供长期质量与功率保证,补偿分布式光伏发电损失;中游为算力中心面临的网络攻击、软硬件故障 以及云服务中断等风险提供保障;下游为大模型与数据平台,提供网络及数据安全风险保障。 二是着力构建多维度风险减量服务体系,以风险评估、隐患排查、监测预警、教育培训、应急演练 为重点,通过派驻自主专业团队驻场、委托第三方机构开展协作、依托物联网平台及设备进行风险监测 等多种途径,构建"线上+线下"融合服务模式,系统性降低园区运营风险,全方位保障集群式绿色算力 园区安全稳定。 三是着力推出"数据泄露网络风险量化评估模型",聚焦算力中心关键风险,创新研发"PICC数据泄 露网络风险量化评估模型",模拟极端数据泄露场景,有效评估算力中心面临的数据泄漏风险,及时提 供防护措施,不断扩大防灾减损效应。 本报讯 记者戴梦希报道 7月12日,以"共筑绿色算力大生态 共创人工智能新未来"为主题的2025绿 色算力(人工智能)大会在内蒙古呼和浩特市举办。中国人 ...
险资长钱又现新动向,500亿鸿鹄基金新进持仓中国电信55亿,高股息大蓝筹仍是首选
Zhong Guo Jing Ji Wang· 2025-08-08 07:26
智通财经4月1日讯(记者 王宏)随着上市公司年报披露,保险资金的加仓动态也浮出水面。 智通财经记者注意到,备受关注的首批险资长期投资试点,鸿鹄基金在去年四季度新进中国电信,期末 持仓市值达到了55亿元。此外,鸿鹄基金还在去年三季度新进伊利股份和陕西煤业,期末持仓市值分别 为34.7亿元和19.35亿元。 从选股来看,业内人士指出,中国电信未来三年分红比例不低于75%,可以为险资提供稳定的现金流。 从目前的持仓来看,鸿鹄基金选股紧密拥抱政策,偏好高股息和大蓝筹。 截至今年3月初,鸿鹄基金已全部落地500亿元,新华保险高管表示,鸿鹄基金采用OCI权益法等计量方 式,减小了股价短期波动对资产负债表和损益表的冲击。据悉,第二批保险资金长期投资试点已经开 启,试点规模已经扩大到1620亿元。 最新加仓中国电信,持仓市值55亿 智通财经记者注意到,备受关注的500亿保险资金长期投资试点——鸿鹄志远(上海)私募投资基金有 限公司(以下简称"鸿鹄基金")有了新动向,出现在了中国电信前十大股东之中。 中国电信2024年财报显示,鸿鹄基金在去年四季度新进中国电信761742240股,期末持股数量为 761742240股,持股比例 ...
来到这座新疆小城,美国记者依然看不懂中国AI的崛起
Guan Cha Zhe Wang· 2025-08-08 00:23
【文/观察者网专栏作者 心智观察所】 在新疆东北部、天山北麓东段的偏远角落,伊吾县这个曾经鲜为人知的"小城"正以惊人之势崛起。 这座人口稀少、曾被戏称为"一盏路灯亮全城,一个馕饼滚出城"的县城,如今成为中国算力经济的核心 地带,甚至吸引了国际目光。 最近,彭博社记者远赴此地,拍摄纪录片,试图探寻中国人工智能雄心的秘密。而他们的镜头,记录了 伊吾的转型,更无意间揭示了中国"东数西算"战略的宏大布局。 彭博社在纪录片中惊叹:"在中国西北部这片偏远的角落,有一个小镇正成为中国人工智能雄心的核 心。这片看似荒凉的土地正逐渐成为中国争夺AI霸主地位、挑战美国的关键区域。" 他们指出,中国在伊吾这样的西部沙漠地区投入数十亿美元建设数据中心,这些设施是中国到2030年成 为全球AI领导者的关键基础设施。尽管美国自2022年起禁止向中国出口英伟达H100和H200芯片,试图 遏制中国AI发展,但彭博社的调查并未找到中国获取禁运芯片的证据。 这再次否定了西方一直以来的污蔑与刻板臆测。 这种"电力+气候"的组合,使伊吾成为高耗能算力产业的理想选址。相比东部地区电力紧张的现状,伊 吾的绿色能源和低运营成本为算力中心提供了可持续发展 ...
心智观察所:来到这座新疆小城,美国记者依然看不懂中国AI的崛起
Guan Cha Zhe Wang· 2025-08-08 00:08
Core Insights - The article highlights the transformation of Yuhu County from an obscure town to a core area of China's computing economy, driven by unique resource advantages and strategic vision [4][10][13] - Yuhu County is becoming a key region in China's ambition to lead in artificial intelligence (AI), supported by significant investments in data centers and infrastructure [3][10] Group 1: Economic Transformation - Yuhu County has a land area of 19,519 square kilometers, with abundant resources including 23.581 billion tons of coal and over 1 billion kilowatts of wind and solar energy [6] - The county's GDP has surpassed 20 billion yuan, with a per capita GDP exceeding 500,000 yuan, marking its entry into the list of innovative counties [9] - The region has transitioned from traditional energy exploitation to a modern computing economy, establishing a circular economy industrial park that supports various industries [8][9] Group 2: Strategic Initiatives - The "East Data West Computing" strategy is pivotal in optimizing the distribution of computing resources, directing data processing needs from the eastern regions to the energy-rich western areas [10][11] - Yuhu's computing centers are designed to support AI model training, which requires high computing density and lower network transmission demands, making it an ideal location for such facilities [10] - The integration of renewable energy sources and favorable climate conditions in Yuhu significantly reduces operational costs and carbon footprints for AI computing [11] Group 3: Infrastructure Development - Major projects like the Yuhu County Advanced Computing Cluster, with an investment of 97 million yuan and a capacity of 128P, are indicative of the rapid development in the computing sector [9] - The Hami (Yuhu) Cloud Silk Road Computing Center employs advanced technology to enhance energy efficiency and computing capabilities, with plans for further expansion [9][12] - The establishment of research institutions and talent attraction initiatives in Hami City aims to bolster the local computing industry and support sustainable development [12]
600941,拟派息541.99亿元
Core Insights - China Mobile reported a total revenue of 543.8 billion RMB for the first half of 2025, with a 0.7% year-on-year increase in main business revenue to 467.0 billion RMB and a net profit attributable to shareholders of 84.2 billion RMB, reflecting a 5.0% growth [1][3] Financial Performance - Main business revenue breakdown shows a decline in voice services to 34.2 billion RMB, while wireless internet services decreased to 195.5 billion RMB, and broadband services increased to 68.6 billion RMB [2] - Total revenue for the first half of 2025 decreased by 0.5% compared to the same period in 2024, while main business revenue increased by 0.7% [3] - EBITDA for the first half of 2025 was 186.0 billion RMB, up 2.0% year-on-year, with an EBITDA margin of 34.2% [4] Business Segments - The personal market revenue reached 2,447 billion RMB, with mobile customers totaling 1.005 billion, including 599 million 5G customers [12] - The family market revenue grew by 7.4% to 750 billion RMB, with significant growth in gigabit broadband customers [12] - The enterprise market revenue was 1,182 billion RMB, reflecting a 5.6% increase, with cloud revenue reaching 561 billion RMB, up 11.3% [12] Digital Transformation and AI Initiatives - Digital transformation revenue reached 1,569 billion RMB, a 6.6% increase, accounting for 33.6% of communication service revenue [5] - The company is investing heavily in AI, with over 100 billion RMB spent last year and plans for further investment this year [11] - AI applications have seen significant growth, with active users of the Lingxi intelligent agent exceeding 60 million [10] Capital Expenditure and Future Outlook - Capital expenditure for the first half of 2025 was 584 billion RMB, focusing on new information infrastructure and service optimization [14] - The company plans to increase cash distributions to shareholders, with an interim dividend of 2.75 HKD per share, amounting to approximately 541.99 billion RMB [7][8]
600941 拟派息541.99亿元
Core Viewpoint - China Mobile reported a slight increase in main business revenue and net profit for the first half of 2025, indicating stable growth despite a slight decline in total revenue compared to the previous year [2][3]. Financial Performance - Total revenue for the first half of 2025 reached RMB 543.8 billion, a decrease of 0.5% from RMB 546.7 billion in the same period of 2024 [3]. - Main business revenue was RMB 466.99 billion, showing a year-on-year growth of 0.7% [3]. - Net profit attributable to shareholders was RMB 84.235 billion, up 5.0% from RMB 80.201 billion [3]. - EBITDA for the first half of 2025 was RMB 185.958 billion, reflecting a 2.0% increase from RMB 182.270 billion [4]. Business Segments - The personal market revenue was RMB 2,447 billion, with a mobile customer base of 1.005 billion, including 599 million 5G customers [11]. - The family market revenue grew by 7.4% to RMB 750 billion, with significant growth in gigabit broadband customers [11]. - The enterprise market revenue reached RMB 1,182 billion, up 5.6%, with a notable increase in cloud services [11]. - Emerging market revenue was RMB 291 billion, growing by 9.3%, and international business revenue reached RMB 140 billion, up 18.4% [12]. Digital Transformation and AI Initiatives - Digital transformation revenue reached RMB 1,569 billion, accounting for 33.6% of communication service revenue, with a growth of 6.6% [6]. - The company is investing heavily in AI, with plans to increase investment beyond the previous year's RMB 10 billion [10]. - AI-related projects have seen significant growth, with active users of the Lingxi intelligent agent exceeding 60 million [9]. Shareholder Returns - The company announced an interim dividend of HKD 2.75 per share, translating to approximately RMB 541.99 billion based on the exchange rate as of June 30, 2025 [7]. - The proportion of cash distributed to shareholders is expected to increase compared to 2024 [7].
8月7日早餐 | 苹果大涨;美威胁加征芯片关税
Xuan Gu Bao· 2025-08-07 00:04
Group 1: Market Overview - US stock markets experienced gains, with the Dow Jones up 0.18%, Nasdaq up 1.21%, and S&P 500 up 0.73% [1] - Notable stock performances include Apple rising 5.09%, Amazon up 4.00%, and Tesla increasing by 3.62% [1] Group 2: Trade and Tariffs - Trump plans to impose a 100% tariff on chip products, with exemptions for companies like Apple that manufacture in the US [2] - Japan has raised concerns over US tariff announcements, demanding corrections, while the US will impose an additional 15% tariff on Japanese products [3] Group 3: Apple Developments - Apple is collaborating with Samsung to introduce innovative chip manufacturing technology for iPhone and other products [4] - Apple has partnered with Corning to produce 100% of iPhone and Apple Watch-related products in Kentucky, USA [5] - Apple is investing an additional $100 billion in US manufacturing amid tariff pressures [2] Group 4: Tesla Innovations - Tesla is training a new Full Self-Driving (FSD) model, which is expected to be ten times more capable than the current version [6][12] - The FSD system is anticipated to be publicly released by the end of next month, with advanced features being integrated [12] Group 5: Industry Trends - The Chinese pan-anime user base is growing, with the market expected to reach 597.7 billion yuan by 2024, driven by diverse product forms and a younger demographic [10] - The national integrated computing network is progressing, with the release of nine technical documents aimed at enhancing resource scheduling and security [14]