东数西算
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长江新画卷丨十年跃升!数智算力为长江经济带产业升级注入发展新动能
Yang Shi Wang· 2026-01-10 09:06
总台记者 王江帆:陪你散步、逛公园、记录下每一个美好瞬间。你能想象,这些画面都是由一个会飞的摄影师拍摄的吗? 这架来自浙江科创企业的飞行相机,正重新定义着"记录"的方式。不足250g的机身,能在手掌心里完成起降,作为能随时揣进 口袋里的拍照"搭子",它甚至不需要遥控器操控——只需轻轻抛向空中,就会自动跟随你飞行拍摄,彻底解放了双手。这种视角的 微妙转变,,来自于它深度融合的视觉智能算法。 央视网消息:十年来,长江经济带地区生产总值占全国比重从42.2%提升到47.3%,绘就了传统产业升级、新兴业态生长的鲜 活图景。在浙江杭州,数字经济的赋能让更多新技术从实验室快速走进人们的生活。在贵州大数据科创城,稳定高效的算力服务为 东西部发展筑牢支撑。《长江新画卷》,我们走进浙江和贵州,感受数智算力如何为长江经济带产业升级注入动能。 浙江杭州:数智产业升级 解锁未来新"视"界 贵州:数智算力为产业升级注入发展动能 总台记者 郭亦馨:这是苗族传统的蝴蝶纹样;这是根据这款蝴蝶纹样设计的创意苗绣手机壳。如今在贵州省施秉县的这家苗 绣公司,这样的一款创意手机壳,从构思到设计成稿,仅仅需要几分钟的时间。这离不开一位特别的"数字伙伴 ...
赞!新疆算力给重庆科技上大分
Xin Lang Cai Jing· 2026-01-10 00:54
【赞!#新疆算力给重庆科技上大分#[点赞]】"东数西算"工程全面启动后,西北凭借适宜气候和丰富绿 电成为全国算力网重要承接地。位于重庆的科技公司,提交的算力需求,通过一条"数据高速路",穿光 纤越山海,奔向千里之外的新疆伊吾。曾经100小时才能完成的计算任务,如今仅需10小时。在上海做 投资报告、在广东测试自动驾驶……这些互联网时代的数据应用,背后正是大西北的算力在默默支撑。 #东数西算效率10倍速狂飙# @央视新闻 ...
中国能建:已在甘肃庆阳等多个枢纽节点投资或布局了数据中心项目
Zheng Quan Ri Bao Wang· 2026-01-09 13:42
Core Viewpoint - The company, China Energy Construction (601868), is actively involved in the development of artificial intelligence computing infrastructure, leveraging its integrated investment and construction capabilities, as well as its expertise in AI, storage, supercomputing, and cloud computing [1] Group 1: Development Strategy - The company focuses on the "data-energy integration" development concept, utilizing its advantages in integrated investment and construction, as well as in energy storage and smart grid technologies [1] - It is participating in the national "East Data West Computing" project, promoting the construction of a green computing network [1] Group 2: Project Investments - The company has invested in or established data center projects in multiple key locations, including Gansu Qinyang, Ningxia Zhongwei, Anhui Wuhu, Shanxi Datong, and Beijing Economic Development Zone [1] - The Gansu Qinyang big data industrial park demonstration project has a total designed power of 60,000 kW, with the first phase of the demonstration project scheduled to be operational by September 2024 [1]
中国能建:已在甘肃庆阳、宁夏中卫、安徽芜湖、山西大同、北京经开区等多个枢纽节点投资或布局数据中心项目
Mei Ri Jing Ji Xin Wen· 2026-01-09 10:31
Core Viewpoint - The company is actively aligning with national strategies such as "Artificial Intelligence +" and "East Data West Computing," focusing on the development concept of "data-energy integration" to enhance its role in building AI computing infrastructure [1]. Group 1: Company Initiatives - The company is leveraging its integrated investment, construction, and operation capabilities, along with its expertise in artificial intelligence, storage, supercomputing, and cloud computing, to contribute positively to AI computing infrastructure [1]. - The company is participating in the national East Data West Computing project and is advancing the construction of a green computing network [1]. - The company has invested or laid out data center projects in multiple key nodes, including Gansu Qinyang, Ningxia Zhongwei, Anhui Wuhu, Shanxi Datong, and Beijing Economic Development Zone [1]. Group 2: Project Details - The Gansu Qinyang Big Data Industry Park demonstration project has a total designed power of 60,000 kW, with the first phase of the demonstration project scheduled to be operational by September 2024 [1]. - The company is implementing a three-in-one model of "new energy development + smart grid + source-network collaboration" to provide stable power supply for computing centers [1].
周鸿祎预言2026年将迈入“百亿智能体时代” AI竞争焦点从参数转向落地
Zhong Guo Jing Ying Bao· 2026-01-09 09:16
他指出,2026年将被定义为"百亿智能体之年",AI竞争焦点将从"比拼参数"转向"比拼落地",全社会正 站在技术架构到组织形态全方位变革的临界点。 2026年1月9日,360集团创始人周鸿祎在其个人社交平台发布《2026年AI全景预测:迈向百亿智能体时 代的20个发展趋势》,系统提出对人工智能未来一年发展的二十大核心判断。 在基础设施层面,周鸿祎判断,AI产业动力将根本性转移。企业不再频繁训练大模型,而是通过"推理 应用"直接"雇佣"AI解决实际问题。高频、长流程的推理任务将推动算力需求呈现"短期百倍级"增长, 其规模与增速全面超越训练算力。 这一转变引发连锁反应:芯片市场将从"英伟达一家独大"的单极格局转向"训练主导、推理多元"的双轨 格局,专用推理芯片(ASIC)凭借成本优势快速渗透;能源供给取代算力成为核心瓶颈,全球科技竞 争升级为"能源大战"。 周鸿祎指出,中国依托"东数西算"国家工程与绿色电力能力,已占据先发优势。 伴随能力提升,AI安全从"选修课"变为"生死红线"。周鸿祎指出,必须构建全流程可追溯系统,关键决 策点保留"人在回路"否决权。面对协同攻击,安全防御需升级为"以模制模"范式,即用"宪兵模 ...
利扬芯片涨2.16%,成交额2.94亿元,主力资金净流出793.93万元
Xin Lang Cai Jing· 2026-01-09 06:19
Group 1 - The stock price of Liyang Chip increased by 2.16% on January 9, reaching 31.28 CNY per share, with a trading volume of 294 million CNY and a turnover rate of 4.70%, resulting in a total market capitalization of 6.364 billion CNY [1] - Year-to-date, Liyang Chip's stock price has risen by 12.68%, with a 12.68% increase over the last five trading days, a 7.79% increase over the last 20 days, and a 1.42% decrease over the last 60 days [1] - The company specializes in integrated circuit testing solutions, wafer testing services, finished chip testing services, and related supporting services, with its main revenue sources being finished chip testing (58.15%), wafer testing (35.08%), and others (4.39%) [1] Group 2 - As of September 30, Liyang Chip had 22,800 shareholders, an increase of 50.88% from the previous period, with an average of 8,924 circulating shares per shareholder, a decrease of 33.44% [2] - For the period from January to September 2025, Liyang Chip achieved a revenue of 443 million CNY, representing a year-on-year growth of 23.11%, and a net profit attributable to shareholders of 754,700 CNY, reflecting a year-on-year increase of 106.19% [2] Group 3 - Since its A-share listing, Liyang Chip has distributed a total of 120 million CNY in dividends, with cumulative distributions of 2.003 million CNY over the past three years [3]
算电协同并非“简单的搬家”
Zhong Guo Dian Li Bao· 2026-01-09 03:28
在国家战略布局的宏大棋盘上,"东数西算""西电东送""西电西用"正共同勾勒出资源跨域调配的新格 局。一场以数据流重组能源流、以比特赋能瓦特的智慧革命席卷南北西东。 针对这些结构性矛盾,亟须构建系统性的解决方案,推动实现算力、电力、数据流三者的高效协同与价 值循环,将挑战转化为机遇,真正释放"东数西算"的战略潜能。 第一,推动"源网荷储算"一体化发展。在西部新能源富集区配套建设算力中心,把实时性要求低的模型 训练、图片渲染、数据备份等业务留在西部,实现新能源就地消纳。宁夏、内蒙古等地的实践表明,这 种模式能够将数据中心电能利用效率(PUE)降至1.1~1.2,显著提升能源利用效率。放眼全球,算力与 电力从分离到耦合正成为新赛道,谷歌把数据中心搬进丹麦海上风场,用风机直流母线直供GPU,省去 升压、降压、并网等三级损耗,度电成本下降18%。 第二,在国家层面建立"算电协同项目库"。把数据中心、风光配套、调节电源、外送通道打包核准,用 一张甘特图锁死工期,谁拖延谁买单。建立算力负荷参与电力现货市场的规则,特别是在八大算力枢纽 节点开展协同试点,探索分布式新能源参与绿电交易的具体路径。目前我国算力平台已接入山西、青 ...
1月9日投资早报|中国石化与中国航油实施重组,万科董事、执行副总裁郁亮辞职,华夏幸福2025年年度经营业绩将出现亏损
Xin Lang Cai Jing· 2026-01-09 00:34
Market Overview - On January 8, 2026, the A-share market saw all three major indices rise, with the Shanghai Composite Index closing at 3888.60 points, up 0.34%, and the Shenzhen Component Index at 12984.08 points, up 0.85% [1] - The Hong Kong stock market declined, with the Hang Seng Index falling 1.17% to 26149.31 points, and the Hang Seng Tech Index down 1.05% to 5678.34 points [1] - In the U.S. stock market, the Dow Jones Industrial Average rose by 270.03 points, or 0.55%, closing at 49266.11 points, while the Nasdaq Composite fell by 104.26 points, or 0.44% [1] Corporate News - On January 8, 2026, the State-owned Assets Supervision and Administration Commission announced the restructuring of China Petroleum & Chemical Corporation (Sinopec) and China National Aviation Fuel Group [2] - China Aviation Fuel is recognized as Asia's largest provider of aviation fuel services, while Sinopec is the world's largest refining company and China's top aviation fuel producer [2] Industry Developments - On January 8, 2026, the Ministry of Industry and Information Technology (MIIT) led a meeting to address irrational competition in the lithium battery industry, involving 16 major companies including CATL and BYD [3] - The meeting aimed to promote self-regulation within the industry, with participation from industry associations [3] Regional Initiatives - Guangzhou has issued a plan to accelerate the construction of advanced manufacturing, supporting market-driven intelligent computing infrastructure and telecom companies in building smart computing centers [4] - The plan aims to integrate artificial intelligence across various sectors by 2035, fostering over 1000 AI industry models and creating numerous application scenarios in fields such as manufacturing and healthcare [4]
影响市场重大事件:蓝箭航天已与中国星网、垣信卫星签署合同,将提供批量发射服务;广州积极推动中科宇航液体火箭总装测试基地和星河动力火箭总装基地尽快落地
Mei Ri Jing Ji Xin Wen· 2026-01-08 22:28
|2026年1月9日星期五| NO.1蓝箭航天已与中国星网、垣信卫星签署合同,将提供批量发射服务 1月7日,有媒体报道,蓝箭航天已与中国星网、垣信卫星签署正式发射服务合同,未来将提供批量化发 射服务,商业化前景非常值得期待。"GW星座"和"千帆星座"是中国规划的两个大型卫星互联网项目, 其中,GW星座是中国星网运营的宽带互联网卫星星座,计划发射共计约12992颗卫星,计划在5年内完 成约10%的卫星部署,在2035年完成全部卫星的发射。截至目前已完成17次组网发射,在轨组网卫星 136颗。千帆星座由垣信卫星运营,计划发射共计约1.5万颗卫星,截至目前已完成6次组网发射,在轨 组网卫星108颗。 NO.2广州:推动中科宇航液体火箭总装测试基地和星河动力火箭总装基地尽快落地 1月8日,广州印发《广州市加快建设先进制造业强市规划(2024—2035年)》,聚焦攻关可重复使用火箭 技术,依托从化商业火箭液体动力系统试验中心及总装测试产业化基地,为中大型液体火箭研制提供坚 实基础,未来将面向全国科研院所、企业和高校等开放共享。推动南沙中科宇航液体火箭总装测试基地 建设和黄埔星河动力火箭总装基地尽快落地,研发大推力、可复 ...
从能源基地到科创高地 西部省份“十五五”谋新求变
Shang Hai Zheng Quan Bao· 2026-01-08 16:49
宁夏国运新能源太阳山光伏电站三期100MWp项目 ◎记者 于瑶 近日,内蒙古、广西、重庆、四川、贵州、云南、西藏、陕西、甘肃、青海、宁夏、新疆等西部12个省 份相继审议通过或已公布各自的"十五五"规划建议。西部地区占我国国土面积七成多,资源富集,清洁 能源高速发展,在端好能源饭碗中扮演关键角色,在全国改革发展稳定大局中举足轻重,承担着生态安 全、能源资源保障、内陆开放和现代化建设等多重使命。 党的二十届四中全会审议通过的"十五五"规划建议明确提出"扎实推动西部大开发形成新格局"。如今, 西部地区正在全面拥抱新质生产力,加速锻造智能网联新能源汽车集群、风光氢储一体化基地、超级智 算中心等新兴支柱产业。 从相对单一的资源输出到"产业+生态+协同"的多元价值创造,西部地区的资源优势向产业优势转化进 程加速,以及生态安全、能源资源、区位通道、产业基础和要素成本等多重禀赋正在融合形成的复合型 新优势,合力推动西部大开发进入新阶段。 西部之光"绿动"中国 日前,总投资超104亿元的宁夏华电牛首山东140万千瓦抽水蓄能电站工程开工建设,建成后将承担全区 电力系统调峰、填谷、调频等多种任务。作为全国首个新能源综合示范区,宁夏 ...