中新网广州10月12日电 (记者 蔡敏婕)当前，"人工智能+"正在加速推进，家庭作为与民众生活最紧密的 场景，正成为AI与算力技术落地的重要载体。 2025中国移动全球合作伙伴大会10日至12日在广州举行。业内人士认为，需求挖掘与生态协同则是推动 国产化算力突破的关键所在。AI与算力已进入"场景化落地"的关键阶段，未来需以需求为导向、以生态 为支撑推动发展。 中国移动通信集团有限公司党组成员、副总经理张冬表示，随着万兆网络普及、AI大模型迭代，以及 家庭小型化、老龄化等社会变迁，家庭已成为数智化服务的核心入口，需通过网络升级、场景创新、生 态协同三大路径，推动智慧家庭产业规模化发展。 这一观点得到行业普遍认可。从基础设施层面看，家庭数智化的前提是高速稳定的网络支撑。据中国移 动智慧家庭运营中心数据，过去一年其服务的家庭宽带用户规模突破2.8亿，千兆宽带用户数超1.1亿。 在论坛同期的技术展示环节，多款适配智慧家庭及中小企业场景的算力产品引发关注。华鲲振宇中国区 副总裁张诚结合展出产品解读了算力技术如何贴合家庭及产业端需求："当前算力需求呈现'多元化、场 景化'特征，既需要满足大型算力中心的高密度需求，也需兼顾 ...

高达36.9亿元的算力合同告吹，对海南华铁有何影响？公告称，不会影响公司在算力领域的长期部署和 战略规划。 海南华铁原本主营建筑支护设备等租赁服务，2024年5月开始推进转型算力领域计划。截至2025年6月 底，公司累计交付算力资产超14亿元。 备受关注的是，海南华铁总经理胡丹锋抛出了不超2.22%股权的减持计划。胡丹锋曾是海南华铁实际控 制人，2024年，其将公司控制权转让给海南国资委，套现约20亿元。 10月8日晚，海南华铁公告，胡丹锋终止上述减持计划，并拟斥资不超过5000万元增持。 算力大单告吹被指"讲故事" 36.9亿元算力大单化为泡影，留下重重疑点，海南华铁（603300）(603300.SH)需要给投资者一个交代。 2025年3月，海南华铁曾公告，与"杭州X公司"签订36.9亿元、为期5年的算力服务协议。这一重磅利好 曾引发股价连续涨停。 然而，国庆节前夕，海南华铁发布公告称，协议签订以来未收到任何采购订单，协议解除。 神秘的"杭州X公司"究竟是谁？36.9亿元的算力订单真实性有几成？海南华铁此举备受市场质疑，交易 所也火速下发监管函。 海南华铁曾经释放的重磅利好，半年后灰飞烟灭。 2025年3 ...

Core Viewpoint - The company aims to expand its business in the computing power service sector by investing in infrastructure to enhance its competitive advantage in the computing power industry [1] Investment Details - The company’s subsidiary, Guangzhou Xinsuan Shengyang Technology Co., Ltd., plans to invest no more than RMB 83.6963 million in the construction of the Guangzhou Smart Innovation Valley computing power infrastructure project [1] - The project will primarily be used for the company's own purposes or for providing data center infrastructure leasing services to external clients [1] Project Specifications - The design of the project includes 50 units of 22KW cabinets and 200 units of 8KW cabinets, capable of accommodating 100 training servers and 400 inference servers simultaneously [1]

算力被普遍视为人工智能时代的核心基础设施和"发动机"。在AI浪潮带动下,全球算力需求持续升温。 近日，芜湖正在规划建设中的"中华数岛"受到外媒关注，也让外界目光投射到这座看似没那么知名的城 市身上。 在全国算力版图中，芜湖是国家"东数西算"工程十大数据中心集群之一，"中华数岛"则是芜湖数据中心 集群起步区的核心区，也是我国智算基础设施发展的一大"新地标"。 根据中国信通院发布的《智算基础设施发展研究报告（2024年）》，当前，我国智能算力主要分布于和 林格尔、贵阳、芜湖等国家算力枢纽节点，以及北京、上海、深圳等AI超一线城市，用于支撑通用基 础大模型训练及高并发推理应用。 在此基础上，今年3月，国家数据局局长刘烈宏在国新办发布会上透露，将持续推进算力基础设施建 设，今年底要实现60%以上新增算力在国家枢纽节点集聚。 当算力成为大国科技角逐的主赛场，以芜湖为代表的数据中心集群将发挥怎样的作用？这座一度"失 落"，但近年来正不断踏上产业跃升新节奏的"安徽第二城"，又将迎来何种新机遇？ 加码 近段时间，芜湖算力产业频频迎来新进展。 9月20日，在2025世界制造业大会上，长三角枢纽芜湖集群算力公共服务平台发布新成果 ...

Core Insights - Computing power is viewed as the core infrastructure and "engine" of the AI era, with global demand for computing power rising due to the AI wave [1] - Wuhu is gaining attention as a key player in China's computing power landscape, being part of the national "East Data West Computing" project and home to the "Chinese Digital Island" [1][5] - The National Data Bureau aims to concentrate over 60% of new computing power in national hub nodes by the end of this year [1] Group 1: Wuhu's Computing Power Development - Wuhu is one of the ten data center clusters in the national "East Data West Computing" project, with the "Chinese Digital Island" as its core area [1][5] - The Wuhu computing power public service platform has connected to four national platforms and added six new data centers, indicating a shift from planning to a "harvest period" for the computing power industry [4] - As of now, the Wuhu cluster has integrated 34 data centers, accumulating a total of nearly 640P of general computing power, 26,000P of intelligent computing power, 33.3P of supercomputing, and 2,070 bits of quantum computing [4] Group 2: Strategic Importance and Competitive Edge - Wuhu's energy supply is robust, being the only province in the Yangtze River Delta with a positive net power supply, which is crucial for data center operations [10] - The city is strategically positioned to serve high-demand sectors such as industrial internet, finance, and AI inference due to its low latency network connections to major cities [12] - Wuhu's intelligent computing power accounts for 70% of the province's total, with major clients in AI model training and intelligent driving [12] Group 3: Economic Transformation and Future Challenges - Wuhu is undergoing an industrial transformation, moving beyond traditional manufacturing to embrace new sectors like digital economy and intelligent robotics [17] - The city faces competition from other regions in the Yangtze River Delta, with similar computing power goals and ongoing developments in cities like Jiangsu and Zhejiang [18] - Despite its advantages, Wuhu must address challenges such as higher electricity costs compared to western hubs and the need for improved cross-regional computing coordination [19]

Core Viewpoint - The A-share market has experienced a significant turnaround since the implementation of a series of market stabilization policies, with major indices showing substantial gains over the past year [1][2]. Market Performance - As of September 23, 2025, the CSI 300 Index has increased by 40.68%, while the STAR 50 Index has surged by 118.85% since the "9.24 market" began [1]. - The Shanghai Composite Index rose by 4.15% in a single day, and the ChiNext Index jumped by 5.54%, indicating a broad recovery in market sentiment [1]. - The CSI 50 Index, representing traditional industries, saw a modest increase of 30.16%, contrasting with the 114.38% rise of the STAR 100 Index, which focuses on hard technology [2]. Fund Performance - Nearly 90% of the 13,273 funds in the market achieved positive returns, with 774 funds doubling their net value and 13 funds exceeding a 200% increase [2]. - The top-performing funds include 德邦鑫星价值, 中欧数字经济, and 中信建投北交所精选, among others, showcasing the effectiveness of active management in a structural market [2]. Sector Analysis - The telecommunications sector led the market with a 124.09% increase, followed by electronics at 121.05% and computers at 82.15%, forming a strong "technology trio" [2]. - In contrast, sectors such as food and beverage, transportation, and utilities saw gains of less than 20%, highlighting a clear structural shift in market funding [2]. Investment Strategy - The 德邦鑫星价值 fund, managed by 雷涛 and 陆阳, achieved a remarkable 280% increase, with its net value rising from 0.99 yuan to 3.54 yuan over the past year [3]. - The fund's strategy focused on the AI computing power industry, identifying key trends and investment opportunities through in-depth industry research [3][4]. Future Outlook - The technology sector is expected to maintain its strength, driven by optimistic long-term expectations and increased capital inflow into high-growth areas such as AI computing and domestic chips [5][6]. - The ongoing support from national policies and technological breakthroughs is anticipated to further enhance the performance of the technology industry [6]. - The AI industry is viewed as being in its early stages, with significant growth potential ahead, as it is expected to transform traditional industries and create new applications [6].

二、投资者提出的问题及公司的回复情况 四川东材科技集团股份有限公司关于2025年半年度业绩说明会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 为加强与投资者的沟通交流，使广大投资者更加全面、深入地了解公司经营情况，四川东材科技集团股 份有限公司（以下简称"公司"或"本公司"）于2025年9月23日上午10:00-11:30在上海证券交易所"上证路 演中心"网络平台（http://roadshow.sseinfo.com），以视频录播结合网络文字互动方式召开了2025年半年 度业绩说明会，针对公司的经营情况、战略发展规划等事项与投资者进行了充分交流，现将本次业绩说 明会召开情况公告如下： 问题1：请问公司与韩国Chemax等合作方共同投资的东凯芯半导体，其光刻胶单体及光酸材料的当前进 展如何？特别是投料试生产的具体进度、已实现小批量销售的产品反馈，以及下一步实现规模化量产的 计划与时间表是否有更明确的安排？ 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601208 证券简称：东材科技 公告 ...

Core Viewpoint - Dongcai Technology (601208.SH) produces high-performance and stable quality bismaleimide resin, meeting the performance requirements for AI servers and next-generation X86 servers [1] Group 1: Company Performance - The company benefits from the explosive growth in artificial intelligence and computing power industries, leading to strong downstream demand for its products [1] - The company has a high order volume and production line utilization rate due to the robust market demand [1]

9月22日，国产芯片板块大涨，海光信息、芯原股份等涨超10%，中科曙光涨停。消息面上，摩尔线程 科创板IPO将于9月26日上会，沐曦股份IPO进程进入第二轮问询。 摩尔线程主要从事全功能GPU及相关产品的研发、设计和销售，致力于为AI、数字孪生、科学计算等 高性能计算领域提供计算加速平台，是兼顾图形渲染与AI计算的国产GPU公司。沐曦股份是国内高性 能通用GPU产品的主要领军企业之一，致力于自主研发全栈高性能GPU芯片及计算平台。 《中国人工智能计算力发展评估报告》显示，2024年中国智能算力规模达725.3百亿亿次/秒 （EFLOPS），同比增长74.1%；预计2025年，中国智能算力规模将达到1037.3EFLOPS，较2024年增长 43%。算力需求的快速增长，将带动GPU等芯片产业需求。沐曦股份、摩尔线程等国内多家GPU公司， 借力资本市场做大做强，国产芯片算力产业迎来快速发展期。 免责声明：以上内容为本网站转自其他媒体，相关信息仅为传递更多信息之目的，不代表本网观点，亦 不代表本网站赞同其观点或证实其内容的真实性。如稿件版权单位或个人不想在本网发布，可与本网联 系，本网视情况可立即将其撤除。 素材源 ...

Group 1 - The core viewpoint of the news is that Sanyou Lianzhong Group has demonstrated strong performance in the relay and transformer manufacturing sector, with significant revenue and profit growth in the first half of the year [1] - The company achieved operating revenue of 1,165,363,335.35 yuan, an increase of 8.48% compared to the same period last year, and a net profit attributable to shareholders of 42,885,668.81 yuan, up 5.64% year-on-year [1] - The growth in performance is attributed to the expansion of market demand, which has driven the growth of existing business and increased profit margins from overseas business [1] Group 2 - In the field of new energy vehicles, the company has established a capacity management system characterized by "forward-looking layout, flexible capacity, and agile response," enhancing the production capacity of high-voltage direct current relays and photovoltaic relays [2] - The capacity utilization rate of core business units, such as the second and sixth divisions, remains above 95%, while the first and third divisions have reserved flexible capacity [2] - The company is actively promoting new customer verification for high-voltage direct current relays, which are being applied on a large scale in key areas such as new energy vehicles and charging piles [2] Group 3 - The company plans to focus on lightweight, energy-saving, intelligent, low-cost, and compact high-load products in its new product development direction, extending its product line around relays and transformers [2] - In the field of computing power supply equipment, the company's product technology has comprehensively covered various application scenarios and established long-term stable partnerships with several mainstream equipment manufacturers [2] - The company will continue to invest in research and development to enhance product performance and reliability, keeping pace with the development trends of the computing power industry [2]