Core Viewpoint - The Ministry of Industry and Information Technology has launched a special initiative to develop a millisecond-level computing network across urban areas in China, aiming for comprehensive coverage and efficient connectivity by 2027 [1] Group 1: Initiative Overview - The initiative focuses on the development of computing networks, aiming to establish a high-speed, large-capacity, low-latency, and widely accessible urban network [1] - It aims to provide millisecond-level computing resource network accessibility within urban areas, connecting computing centers, key locations, and application terminals [1] Group 2: Specific Actions - The initiative outlines the need to improve the interconnection architecture between computing centers and accelerate the deployment of high-performance networks [1] - It emphasizes the enhancement of computing access networks in key locations, promoting the deployment of optical network equipment to integrated access points and industrial parks [1] - The initiative also aims to optimize network latency from application terminals to servers, improving communication efficiency for artificial intelligence training and inference [1] Group 3: Organizational Support - Provincial communication management bureaus are required to strengthen organizational support, conduct research, and coordinate solutions to various challenges [1] - Telecommunications companies are expected to provide specialized guidance, policy support, and technical assistance to their subsidiaries in the regions where the initiative is implemented [1]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has launched a special action plan to develop a metropolitan "millisecond computing" network, aiming for a coverage rate of at least 70% by 2027, enhancing the efficiency and accessibility of computing resources across the country [1][3]. Group 1: Overall Strategy and Goals - The initiative focuses on developing a high-speed, low-latency metropolitan network that provides millisecond-level computing resource accessibility, with specific targets for interconnection and access times [4]. - By 2027, the plan aims to achieve less than 1 millisecond latency for interconnections between medium and large computing centers and less than 10 milliseconds for applications to computing centers [4]. Group 2: Action Content - The plan includes three main actions: 1. Promoting "millisecond interconnection" between computing centers, with a target of 50% deployment of 400Gbps connections by 2027 [5]. 2. Enhancing "millisecond access" to computing resources, aiming for a coverage rate of at least 70% for 1 millisecond latency circles by 2027 [5]. 3. Improving "millisecond accessibility" for applications, targeting a network latency of less than 10 milliseconds from application terminals to computing servers by 2027 [6]. Group 3: Implementation Requirements - Local communication management departments are tasked with selecting cities with high computing resource density and good network infrastructure to implement the action plan, with a maximum of three cities per province [7]. - A mid-term evaluation will be conducted one year after the action's initiation, requiring local departments to report network monitoring data to the national platform [7]. - At the end of the action period, a summary of the implementation will be required, with results evaluated and published by the MIIT [8].

Core Viewpoint - The Ministry of Industry and Information Technology has initiated a special action for "millisecond computing" in urban areas, aiming to develop a high-capacity, low-latency computing network by 2027 [1] Group 1: Action Objectives - Focus on the development of computing networks to provide millisecond-level computing resource accessibility within urban areas [1] - Establish a computing center interconnection with latency of less than 1 millisecond and ensure resource access and application reachability within 10 milliseconds [1] Group 2: Implementation Timeline - The initiative aims to progressively advance the construction of the millisecond computing network across the country, targeting a comprehensive and efficient network capability system by 2027 [1]

Core Viewpoint - The company is actively monitoring the development of the Xinjiang International Integrated Computing Power Center project and has the technical and service capabilities to participate in such projects, although no formal cooperation agreement has been signed yet [1]. Group 1: Company Involvement - The company has expressed interest in the Xinjiang International Integrated Computing Power Center project, which involves the construction of a 2000P computing power cluster [1]. - The company is leveraging its strengths in the IDC sector to expand data center operations in key regions, including Beijing-Tianjin-Hebei, Hangzhou Bay, Greater Bay Area, Chengdu-Chongqing, Wuhan, and Xinjiang [1]. - The company is focused on building a national scheduling center for computing power, contributing to the integrated computing power network construction across the country [1]. Group 2: Project Details - The project aims to support satellite remote sensing data processing and cross-border logistics intelligent scheduling [1]. - The company is developing a "computing power + algorithm + application" innovative application ecosystem, which emphasizes efficient allocation of computing resources through regional systems and resource integration [1]. - The company will actively seize cooperation opportunities related to the project as they arise and will fulfill information disclosure obligations in case of substantial progress [1].

在研发创新层面，山东移动构建多层次平台矩阵：中移齐鲁创新院与5G-A双链融合产业创新示范基地 聚焦人工智能、算力网络等领域，推进RedCap、工厂平面定位等前沿技术试点；青岛分公司5G联创 +实验室深耕网络性能优化与ToB应用孵化；工信部5G应用安全创新推广中心主攻安全标准研制与产品 研发，形成"研发-试点-落地"全链条创新体系。 核心资源布局层面，山东移动打造"硬基建+软能力"双轮驱动模式。新型数据中心资源以"2+2+X"布 局，计划规划建成淄博、青岛等五大中心，服务覆盖4000余万4G用户、1820万宽带用户及6200余万物 联网用户；智算资源以"1+2+X"布局，形成超410PFLOPS算力，配备A100、华为910B等设备，构建三 级大模型赋能体系及MaaS服务体系。依托以上资源，公司推出视频AI、大模型、智能体等五大产品体 系，广泛服务全省中小企业。 山东移动累计获授权专利312件、软件著作权449件，斩获山东省技术发明奖一等奖等118项省部级以上 奖项，助力200家化工企业降风险提能效、60家生物医药企业增创新提产能、78家电力企业强电网安全 性，累计服务中小企业超百余家。此次入选标志着山东移动在 ...

Core Insights - The development of all-optical capacity networks is crucial for the digital economy, enabling efficient access to computing power and driving digital transformation [1][2] - The China Academy of Information and Communications Technology (CAICT) emphasizes the importance of all-optical capacity as a key component for high-quality development in computing infrastructure [1][2] Industry Developments - The forum held by CAICT discussed the construction of all-optical capacity networks to support millisecond-level computing access across various industries [1][2] - Recommendations were made to enhance capacity planning, strengthen network technology, and accelerate the integration of computing and networking services [2] Technological Advancements - Telecom companies are leading the construction of all-optical capacity networks, with China Unicom and China Mobile outlining their strategies to enhance computing capabilities and expand application scenarios [4] - Internet companies are also actively developing solutions, such as edge GPU computing pools, to leverage all-optical networks for cloud computing services [4] Market Opportunities - The demand for all-optical capacity is driving companies in the optical module sector, such as Zhongji Xuchuang and NewEase, to accelerate the development of high-speed optical modules [5] - Companies like Longfei Fiber and Hengtong Optics are focusing on new fiber technologies to support long-distance, high-capacity transmission [5] Business Model Transformation - The evolution of all-optical capacity is not just a technological upgrade but also a transformation in business models, making computing power as accessible as utilities like water and electricity [6]

Core Insights - The Hubei Provincial Government has issued measures to accelerate the collaborative development of computing power, focusing on optimizing the province's computing power layout [1] Group 1: Computing Power Layout - The plan includes the scientific layout of three major computing power circles: "Wuhan-Yichang-Xiangyang-Shiyan," aiming to build an advanced computing power cluster in Central China [1] - Hubei is set to become a national relay station for the "East Data West Computing" initiative and a hub node for the national computing power network [1] Group 2: Regional Development - Wuhan is encouraged to develop into a nationally influential advanced computing center, while Yichang aims to become the "Capital of Computing Power" [1] - Xiangyang and Shiyan are tasked with establishing regional computing power highlands, and cities like Huangshi, Jingmen, Ezhou, and Xiaogan are encouraged to expand computing power application scenarios [1] Group 3: Technological Integration - The plan emphasizes the integration of aerospace information technology with computing power infrastructure, leveraging the Wuhan National Aerospace Industry Base [1] - There is a forward-looking layout for space-based computing networks and space computing centers to provide edge computing services in space [1] Group 4: Future Goals - By 2027, Hubei aims to establish a multi-level computing power infrastructure system that is scientifically laid out, functionally complete, interconnected, and radiates nationwide [1]

Core Viewpoint - The stock prices of non-WiTech Materials and *ST Yushun have surged significantly this year, with *ST Yushun's stock price increasing nearly tenfold since the beginning of the year, driven by strategic acquisitions and market speculation [2][10]. Group 1: Company Developments - *ST Yushun's major shareholder, Shanghai Fengwang, signed a strategic investment framework agreement with existing shareholders of Binge Technology, committing to an investment of 300 million yuan, expected to be completed within 30 days [2][4]. - The chairman of *ST Yushun, Ji Min, indicated that the major asset restructuring is close to completion but still requires shareholder approval and other processes before further acquisitions can be initiated [2][4]. - Binge Technology, established in 2020, is recognized as the largest AI computing power service provider in Southwest China, with a registered capital of 147 million yuan and operational capabilities involving nearly 30,000 computing power cards [5][6]. Group 2: Market Reactions and Speculations - The market reacted positively to the news of the investment in Binge Technology, leading to consecutive stock price increases for *ST Yushun, despite the ongoing restructuring process [2][8]. - Analysts suggest that the acquisition could indicate either the high quality of Binge Technology's assets or potential speculative motives from the major shareholder [4][8]. - The stock price of *ST Yushun has been subject to significant speculation, with over ten announcements regarding abnormal stock price fluctuations since the announcement of the major asset restructuring [9]. Group 3: Industry Context - The A-share market is experiencing unprecedented enthusiasm for mergers and acquisitions, supported by favorable policies, with over 40 completed mergers in the computing power data sector from 2022 to 2024 [4][9]. - The computing power industry is seen as a critical infrastructure for the smart era, with increasing demand for high-performance chips and a push from government policies to develop a systematic and high-quality computing power network [8][9].

Core Viewpoint - China Unicom Jinan Branch has signed a strategic cooperation agreement with Shandong Shunshi Education Technology Group to provide high-performance computing resources, supporting the iteration of the "Shunshi AI Learning System" and the implementation of multimodal digital human projects, promoting the deep integration of AI technology and educational scenarios [1][6]. Group 1: Company Overview - Jinan Unicom is a leading regional force in the domestic telecommunications industry, focusing on computing network construction and digital services, aiming to provide stable, efficient, and secure digital infrastructure for various industries [3]. - Shunshi Intelligent Education Group, established in 2014, has become a national high-tech enterprise and a specialized and innovative enterprise in Shandong Province, emphasizing the integration of party building and business development [3][4]. Group 2: Technological Development - Shunshi Intelligent Education Group has built a core R&D team that integrates knowledge from psychology, cognitive science, education, and computer science, overcoming key technologies in the AI education field [4]. - The "Shunshi AI Learning System" represents an innovative industry combining AI, education, and big data, achieving precise detection and dynamic simulation of learners' memory states [4]. Group 3: Market Application and Impact - Shunshi Intelligent Education Group has established nearly 3,000 offline sales centers nationwide, serving nearly 10 million students, effectively reducing teachers' burdens and enhancing students' learning efficiency [5]. - The collaboration will enhance Shunshi's R&D capabilities, improving the precision of memory-driven algorithms and optimizing voice recognition models [6]. Group 4: Future Prospects - The strategic cooperation between Jinan Unicom and Shunshi Intelligent Education Group is a significant practice of serving educational welfare through the collaboration of telecommunications and educational technology companies [7]. - Jinan Unicom aims to continue providing customized, high-quality computing and digital services to more educational enterprises, promoting the widespread application of AI and big data technologies in educational scenarios [7].

Core Viewpoint - The integration of drone technology with AI and 5G is leading to innovative applications in various sectors, particularly in smart logistics and construction monitoring, showcasing Jiangsu's advancements in digital infrastructure and new productivity development [1][2]. Group 1: Event Overview - The event from September 16 to 19 aims to showcase Jiangsu's achievements in building a strong digital province and promoting new productivity through advanced technologies [1]. - The event is organized by multiple governmental bodies, including the Jiangsu Provincial Internet Information Office and the Jiangsu Provincial Development and Reform Commission [1]. Group 2: Technological Innovations - The "smart engineering supervision low-altitude AIoT terminal system" developed by Zhongyoutong is highlighted as a significant technological advancement, capable of monitoring construction sites with drones [2]. - The system provides real-time data transmission and can automatically identify safety violations, enhancing the efficiency and accuracy of engineering supervision [2][3]. Group 3: Future Development Plans - The company plans to deepen its intelligent capabilities by expanding its knowledge graph and enhancing system functionalities to create an autonomous monitoring and evaluation loop [3]. - Future efforts will focus on replicating the technology across various industries, including electricity and municipal services, to build a comprehensive digital supervision framework [3][4]. - The goal is to establish a sustainable model for digital engineering governance that can be promoted nationwide, contributing to the development of new infrastructure and data-driven governance [4].