新华社北京2月11日电（记者张千千）记者2月11日从国家开发银行获悉，2025年，国开行发挥服务基础 设施建设主力银行作用，以重大项目为牵引，向网络型、产业升级、城市、农业农村、国家安全五大领 域基础设施发放贷款1.64万亿元。 在网络型、产业升级基础设施领域，国开行支持的广州至湛江高铁等项目开通运营，南水北调中线引江 补汉等工程加快实施；推动全国一体化算力网络国家枢纽节点地区建设"东数西算"工程，积极服务科技 基础设施建设。 国开行发展与规划部负责人表示，下一步，将以战略性标志性重大项目为牵引，创新基础设施市场化投 融资模式，助力传统基础设施更新和数智化改造，支持适度超前建设新型基础设施，服务扩大有效投 资。 【纠错】 【责任编辑:胡蓉】 围绕城市、农业农村基础设施，国开行重点支持城市地下管网管廊、城市轨道交通、"平急两用"公共基 础设施等领域项目建设，服务城市更新，助推加强城市生态环境治理；围绕高标准农田、现代设施农 业、规模化供水工程等重点领域加快信贷投放，服务农村人居环境整治。 ...

【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点 【华福计算机】东方国信：字节算力持续加码，重点推荐Z系IDC黑马！ 大数据垂直领域领军者，基本盘稳固。 公司深耕电信、金融及工业大数据领域二十余年，核心产品在三大运营商及大型银行中拥有极高的市场占有率与 技术护城河。 作为业务压舱石，传统软件业务不仅为公司贡献了稳定的经营性现金流，更为后续智算业务的场景落地提供了深 厚的数据底座。 IDC坐拥东数西算节点核心资源，深度绑定头部大厂。 Seedance 2.0超预期无需多言，字节1月以来也陆续开展IDC招标持续加码算力，景气度非常好。 公司深度参与"东数西算"国家战略，内蒙古和林格尔IDC集群已进入大规模交付阶段，当前在手待交及正在交付订 单超过240MW。 由于大客户极其看重节点资源，且不断定向新增节点订单， ...

Core Viewpoint - The "Dongshuixisuan" industrial park green electricity aggregation pilot project in Qingyang, Gansu Province, has successfully connected its first batch of units to the grid, marking a significant step in the integration of energy and digital economy, and supporting the national strategy of "Dongshuixisuan" with green energy [1][3]. Group 1: Project Overview - The project is located in Qingyang, an important energy base in western China, rich in renewable resources and the only city in the country that integrates four major national resource allocation strategic projects [3]. - The project has a total installed capacity of 2 million kilowatts, with the first batch of 1 million kilowatts now online, providing stable and clean direct power supply for data centers [3][5]. Group 2: Challenges and Innovations - The project faced significant challenges in coordination, spanning six townships and requiring extensive land acquisition and construction efforts [5]. - A 1,200-person team worked in 24-hour shifts to overcome geographical difficulties and ensure the project's smart grid and power supply stability [5]. Group 3: Economic and Environmental Benefits - The project is expected to meet 55% of the power demand for the cluster upon full operation, saving over 616,700 tons of standard coal annually and reducing carbon emissions by approximately 1.6157 million tons, equivalent to creating 44,000 acres of forest [5]. - The green electricity supply offers cost advantages for enterprises, with a comprehensive electricity price below 0.4 yuan per kilowatt-hour, significantly reducing operational costs for data centers [5][7]. Group 4: Local Impact and Employment - The construction and operation of the project have created numerous job opportunities and improved local infrastructure, serving as a strong engine for industrial upgrading and rural revitalization [7]. - The project is facilitating the convergence of digital and green economies, enhancing the attractiveness of Qingyang for related manufacturing and technical service enterprises [7].

Group 1 - The core viewpoint of the report emphasizes the transition of computing power demand towards inference, marking a golden period for AIDC retail services in Beijing [6][9] - The AIDC market in China is experiencing rapid growth, with a projected market size of 135.6 billion yuan in 2025, expected to rise to 288.6 billion yuan by 2028, driven by the proliferation of AI inference demand, model upgrades, and supportive policies [17][21] - Retail models in AIDC are more profitable than wholesale models, with retail vendors expected to achieve a net profit margin of 15% in 2024, compared to 6% for wholesale vendors, due to their focus on diverse industries and high-value services [22][25] Group 2 - The report constructs a quantitative evaluation model focusing on growth drivers (55% weight) and operational capabilities (45% weight) to assess AIDC retail service vendors in Beijing [2][31] - Century Internet ranks first in the evaluation model with a score of 4.30, followed by Qishang Online and WanGuo Data, highlighting the strengths and weaknesses of retail and wholesale vendors [42][44] - The future core value of AIDC will shift from resource supply to empowering AI application scenarios, with retail vendors playing a crucial role in building a self-controlled intelligent computing ecosystem [2][11] Group 3 - Beijing is identified as the core area for AIDC, with plans to expand computing power to over 200,000 P by 2027, representing a 3.4 times increase from the end of 2025 [25][26] - The scarcity of resources in Beijing, coupled with high demand from financial and governmental clients, creates a strategic advantage for AIDC vendors operating in this region [27][28] - The evaluation model assesses vendors based on their growth potential and operational resilience, emphasizing the importance of resource acquisition and customer management in a competitive environment [31][33]

前期贵州与中国商飞就"强化中国商飞数据中心建设合作"初步达成合作意向后，为加快推进该项目落 地，贵安新区积极与中国商飞、上海航空工业（集团）有限公司，围绕项目规模、落地模式、设计方 案、协议洽谈等方面多次深入沟通。 转自：贵州日报 本报讯（记者 陈玲）2月5日，贵州贵安新区管理委员会与上海航空工业（集团）有限公司签约，就中 国商飞贵州数据中心落地贵安新区达成合作。 作为中国国家大数据（贵州）综合试验区与数字经济发展创新区核心区，截至2025年底，贵安新区已集 聚大型数据（智算）中心26个，算力总规模突破150Eflops，智算占比超98%，成为全国国产化智算能力 最强、资源最多的地区之一。 此次中国商飞贵州数据中心落地，标志着贵安新区东数西算算力中心集群再添"新成员"，为贵州大数据 产业高质量发展增添数智力量。 ...

【导读】瑞风新能源拟斥资240亿元投建智算项目 2024年营收不到4亿元的瑞风新能源，要斥资240亿元，在河北省张家口投建华北地区规模最大的推理算 力集群园区。 拟斥资240亿元投建智算中心 2月9日，瑞风新能源公告称，公司与河北省张家口市宣化经济开发区管理委员会正式签署投资框架协 议，将总投资约240亿元人民币，在宣化区启动建设占地900亩的华北规模最大的推理算力集群园区—— 宣化人工智能算力中心项目，全力打造全国一体化算力网络中的张家口国家枢纽节点核心园区。 根据投资框架协议并在订立最终协议的前提下，上述项目主要建设内容为"智算中心+绿电+储能"，分 五期工程建设。项目一期智算中心拟建设规模不低于3000机架，建设等级为A级，容积率不低于1.2，单 机架功率不低于12千瓦。 智算中心预计运行电源使用效率（PUE）值不高于1.2，服务器拟采用节水型或非耗水型制冷方式，占 地面积约200亩。同期建设一座规模为200兆瓦/800吉瓦时的电网侧独立储能电站，电站采用磷酸铁锂电 化学储能技术，占地面积约55亩。项目预计2028年2月前实现智算中心一期项目投产运营。 2024年营收仅为3.36亿元 瑞风新能源是以风电 ...

格隆汇2月9日丨瑞风新能源(00527.HK)公告，于2026年2月9日，公司与中华人民共和国河北省张家口市 宣化经济开发区管理委员会("宣化经开管委会")正式签署投资框架协议，将总投资约人民币240亿元，在 宣化区启动建设华北地区规模最大的推理算力集群园区—宣化人工智能算力中心项目("本项目")，全力 打造全国一体化算力网路张家口国家枢纽节点核心园区。 市场层面上，智慧算力需求正呈指数级增长，中国市场占据全球人工智能晶片市场规模重要份额。自动 驾驶、生物计算、科学模拟等新兴领域，正在创造前所未有的算力需求。技术层面，大模型训练所需的 计算量远超摩尔定律的速度。由人工智能标志性技术引发的革命，对算力基础设施提出了前所未有的要 求。 2.国家算力网路与产业生态协同进化 中国算力网路正从分散建设走向全国一体化布局。截至2025年6月底，全国在用算力中心标准机架总规 模突破1,085万架，但算力资源分布不均、供需错配问题依然突出。"东数西算"工程正是解决这一矛盾 的系统性方案。通过构建"资料西存、东数西算、西数东训"的协同体系，实现全国算力资源的优化配 置。 根据投资框架协议并在订立最终协议的前提下，本项目主要建设 ...

Core Insights - China possesses double the energy resources of the United States, which is crucial for building chip factories, supercomputing centers, and AI data centers, as highlighted by NVIDIA CEO Jensen Huang [1] - Tesla CEO Elon Musk emphasized that the future currency will essentially be watts, indicating China's potential to surpass other countries in AI computing capabilities due to its vast energy resources [1] Group 1: Energy and Computing Infrastructure - The "East Data West Computing" project is a significant initiative in Ningxia, featuring a 500 MW renewable energy supply for data centers, which is a benchmark for green energy integration [1][2] - The project aims to provide approximately 4.14 billion kWh of clean electricity annually, reducing carbon emissions by about 3.3 million tons [2] - Ningxia has established itself as a key player in the national computing landscape, with six of the top ten computing service providers in China operating in the region [3] Group 2: Technological Advancements and Innovations - The Ningxia region has built a robust 5G network with 24,000 base stations, achieving 100% coverage in administrative villages, which supports the development of data centers [5] - The region's renewable energy capacity exceeds 60%, with a utilization rate of 94%, leading to a favorable environment for data center operations [5] - The construction of the China Telecom data center in Ningxia incorporates advanced cooling technologies and aims for a PUE value of no more than 1.2, catering to high-intensity computing needs [6][8] Group 3: Collaborative Development and Strategic Initiatives - Ningxia is positioned as a national hub for integrated computing networks, collaborating with other regions to enhance its competitive edge [5] - The establishment of the Zhongjiao Smart Valley project represents a significant investment in data infrastructure, with a total investment of approximately 3.8 billion yuan and a focus on green energy usage [9] - The region is actively pursuing a green and low-carbon development strategy, aligning with national goals for carbon neutrality and energy transformation [10]

Core Insights - Computing power is reshaping industry patterns and is a key support element for economic development, especially in AI infrastructure, leading to a surge in demand for green electricity and reliable power sources [1][5][10] Group 1: Development of Computing Power in Ningxia - Ningxia has been approved to build a national integrated computing network hub, incorporating the "East Data West Computing" project into major initiatives, with policies aimed at fostering technological innovation, investment, and talent cultivation [1][2] - By the end of 2025, Ningxia will have established 10 large and super-large data center parks, ranking seventh in the country for intelligent computing scale [2][4] Group 2: Infrastructure and Green Energy Initiatives - Ningxia has constructed 24,000 5G base stations, achieving 100% coverage in administrative villages, and has deployed 400G optical transmission systems for long-distance data transfer [4][11] - The region's renewable energy installed capacity exceeds 60%, with a utilization rate of 94%, leading to significant advantages in the synergy between computing power and electricity [4][9] Group 3: Major Projects and Collaborations - The Datang Zhongwei Cloud Base data center, a key project under the "East Data West Computing" initiative, has a green electricity supply capacity of 2 million kilowatts, expected to provide approximately 4.14 billion kilowatt-hours of clean electricity annually [7][9] - China Telecom's Zhongwei computing hub has built a heterogeneous computing cluster capable of meeting high-intensity computing demands, with a low-latency network established for efficient data transmission [11][13] Group 4: Future Directions and Goals - The Zhongwei Cloud Data Center aims to become a benchmark for ultra-large-scale intelligent computing, with plans to expand its capacity significantly and implement advanced cooling technologies [14][16] - The Zhongjiao Group's new data center project, with an investment of approximately 3.8 billion yuan, will serve as a comprehensive data industry center, focusing on infrastructure, operational services, and the integration of digital technologies with various sectors [17][19]

新王加冕，大势已定 曾经呼风唤雨的楼市"霸主"，如今的情况真是惨不忍睹啊。烂尾楼的阴影没散去，断供潮的恐慌还在蔓延，房价一路阴跌犹如钝刀割肉，坏消息接连不断， 就像多米诺骨牌一样接踵而至。 那段只要闭着眼睛买房就能实现财富自由的黄金岁月，好像一夜之间已经藏进了泛黄的旧日历里。 最近这几年，房地产行业逐渐式微，中国的主要经济支柱也在发生转变，眼下看来，整个经济结构似乎在悄然改变。 而且，这个在潜移默化中影响人们生活方式的产业，将来很可能会让美国远远落在后面。 这个产业其实就是科技和数字经济，而它跟我们这些普通人关系挺大的。毕竟，从你我日常用的手机、网购，到工作、学习，都离不开它的支撑。 这些新兴的产业正在逐步改变我们的生活方式，有时候感觉像是在悄悄地把日子变得更方便、更智能。 很多国人仍旧陷在房产这片泥潭里，面对每个月的还贷账单，唉声叹气。有的人甚至发出感叹："要不是靠房地产，又还能靠什么支撑中国这艘大船的经 济？" 可是，就在大家对着满目疮痍的楼市废墟感慨叹息的时候，一组令人震惊的数字却在暗潮中快速上升，不断冲击着人们的心理。 你以为经济引擎停摆了？其实，一位全新的万亿级"隐形巨头"早已经悄悄地接过接力棒了。 ...