下一轮AI大机遇藏在"算力新基建"里。 时至今日，算力已成为社会运转的基础资源。从人脸识别到自动驾驶，从智慧医疗到虚拟现实，这些造福社 会的技术背后，都需要强大的算力支撑。 数据显示，算力指数每提高1个百分点，就能推动数字经济增长0.33%，GDP增长0.18%。 备受关注的是，在这场空前的智能"洪流"中，如何构建安全、高效、绿色的算力底座，已成为关乎国家与产 业未来竞争力的核心命题。 当前，全球科技巨头正在进一步加码算力基础设施。 在云栖大会上，阿里巴巴CEO吴泳铭抛出重磅消息：未来三年将投入3800亿元用于AI基础设施建设，计划追 加更多投入，这一金额创下中国民营企业AI基建领域最高投资纪录。 在分析人士看来，作为国内云服务市场33%份额的持有者，阿里此次豪赌不仅是自身抢占"算力主权"的战略 布局，更像一场投向行业的"资本海啸"，正引发从硬件到应用的全产业链共振。 9月26日，国家发展改革委等六部门联合印发《关于加强数字经济创新型企业培育的若干措施》。明确提 出，强化算力资源供给支撑。深入实施"东数西算"工程。加快构建全国一体化算力网。引导各类算力资源与 数创企业需求高效精准对接，降低算力使用门槛。 行业 ...

六部门最新部署。 近日，为加快培育数字经济创新型企业，让更多企业在数字经济新领域新赛道跑出加速度，推动涌现更 多瞪羚企业、独角兽企业，国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措 施》（以下简称《若干措施》）。 《若干措施》部署了十大举措，包括健全数创企业源头发现机制、强化多维用数保障、强化算力资源供 给支撑、提升原始创新能力、完善成果转化机制、强化场景和机会供给、强化企业出海服务、优化投融 资服务、建立开放包容审慎的创新环境、强化人才队伍建设。 放"数据券""算法券",降低治数用数成本。鼓励国有企业、行业 龙头企业、平台企业等构建产业链上下游、平台生态圈数据服务平 台,开发提供普惠性数据产品和技术工具,对面向数创企业发展需 求,提供普惠便利数据服务的企业和行业可信数据空间予以重点支 持。鼓励数创企业依托公共数据资源登记平台开展数据资源登记。 三、强化算力资源供给支撑。深入实施"东数西算"工程,落 实有关政策文件要求,坚持国家枢纽节点算力规模部署,持续优化 热点应用区域需求保障。加快构建全国一体化算力网,支持地方协 同参与、共同建设,在国家统一标准指导下,推动全国第力资源有 序池化,并网 ...

六部门最新部署。 近日，为加快培育数字经济创新型企业，让更多企业在数字经济新领域新赛道跑出加速度，推动涌现更多 瞪羚企业、独角兽企业，国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》 （以下简称《若干措施》）。 《若干措施》部署了十大举措，包括健全数创企业源头发现机制、强化多维用数保障、强化算力资源供给 支撑、提升原始创新能力、完善成果转化机制、强化场景和机会供给、强化企业出海服务、优化投融资服 务、建立开放包容审慎的创新环境、强化人才队伍建设。 在健全数创企业源头发现机制方面，《若干措施》提出，国家发展改革委、国家数据局牵头搭建数创企业 培育库，每年遴选发现一批创新能力强、发展潜力大的数创企业分级分类入库，实行动态调整。此外，构 建"政府+企业+创新+投资"四合一的专业化遴选培育机制。 在强化算力资源供给支撑方面，《若干措施》提出，加快构建全国一体化算力网，支持地方协同参与、共 同建设，在国家统一标准指导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统一调 度、弹性供给、安全保障于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精准对 接，鼓励国家枢纽节点面向 ...

Group 1 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," aiming for an average growth rate of around 7% in the added value of large-scale computer, communication, and other electronic device manufacturing by 2026 [1] - JuFei Optoelectronics, leveraging its 20 years of expertise in LED technology, is strategically positioning itself in the optical communication sector, which is expected to open a new growth curve for the company [1] - On September 25, JuFei Optoelectronics announced that one of its controlling shareholders, Ms. Li Xiaodan, plans to transfer 100 million shares, accounting for 7.06% of the company's total share capital, to Mr. Qiu Shengfu, a domestic individual investor with a background in the communications industry [1] Group 2 - The optical module sector is experiencing a high growth cycle, being a critical component for 5G/6G high-frequency communication, cloud computing, and AI big data applications [2] - Optical modules facilitate the conversion of optical signals and are essential for high-speed, long-distance, and large-capacity data transmission, directly impacting network coverage, signal stability, and data transfer speed [2] - The demand for optical modules is surging due to the explosive growth of AI computing power, necessitating high-speed optical modules for data center operations [2] Group 3 - JuFei Optoelectronics has established a high-precision solid crystal and coupling testing process platform and mass production line for 400G and 800G optical modules, indicating its capability for large-scale production [3] - The company is leveraging its long-standing expertise in LED packaging technologies, such as flip-chip technology and COB processes, to reduce R&D costs and industrialization challenges in optical module manufacturing [3] - JuFei Optoelectronics has successfully overcome advanced packaging technologies for 400G silicon optical modules and is moving towards market promotion and large-scale application [3] Group 4 - With the advancement of foundational projects like "East Data West Computing," the demand for optical modules is expected to continue rising [4] - JuFei Optoelectronics has achieved significant milestones in technology development, production line construction, and market expansion, positioning itself to benefit from policy support and create new growth opportunities in its optical module business [4]

9月26日消息，国家发展改革委等部门近日印发《关于加强数字经济创新型企业培育的若干措施》。其 中提到，强化算力资源供给支撑。深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节 点算力规模部署，持续优化热点应用区域需求保障。加快构建全国一体化算力网，支持地方协同参与、 共同建设，在国家统一标准指导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统 一调度、弹性供给、安全保障于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精 准对接，鼓励国家枢纽节点面向数创企业提供低成本、广覆盖、可靠安全的算力服务，降低算力使用门 槛。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

Market Overview - The market experienced a day of volatility with the ChiNext Index falling over 2.5%. The total trading volume in the Shanghai and Shenzhen markets was 2.15 trillion yuan, a decrease of 224.2 billion yuan compared to the previous trading day. Over 3,400 stocks declined across the market [1][8] Sector Performance Wind Power Sector - The wind power sector showed strength, with companies like Jixin Technology and Weili Transmission hitting the daily limit. The National Energy Administration reported that as of the end of August, the total installed power generation capacity in the country reached 3.69 billion kilowatts, a year-on-year increase of 18.0%, with wind power capacity at 580 million kilowatts, up 22.1% year-on-year. Analysts suggest that wind turbine manufacturers may still present investment opportunities due to a combination of factors including rising profitability and overseas market potential [2][7] Nonferrous Metals Sector - The nonferrous metals sector was also active, with Jingyi Co. achieving a three-day limit increase. The China Nonferrous Metals Industry Association expressed strong opposition to "involution" competition in the copper smelting industry. Additionally, the Grasberg mine in Indonesia, the second-largest copper mine globally, announced a force majeure due to a landslide, impacting production [2][10] Individual Stock Performance - The market saw a significant increase in losses, particularly among high-profile stocks. Companies such as Huasoft Technology and Kaimete Gas hit the daily limit down. The technology sector, which had been a market leader, experienced notable declines, with stocks like Luxshare Precision and Industrial Fulian dropping over 5% [5][6] Future Market Analysis - The market is expected to continue its adjustment phase, with the ChiNext Index showing relative weakness. The Shanghai Composite Index is maintaining a range between 3,740 and 3,900 points. Analysts believe that as long as this range is not broken, market risks remain limited. The recent declines may be attributed to profit-taking ahead of the holiday, and there may be opportunities for recovery in popular sectors once selling pressure is alleviated [8][10]

【导读】国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》 中国基金报记者 泰勒 大家好，盘后又来利好消息了。 国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》！ 以下是泰勒整理的重要内容。 1.健全数创企业源头发现机制。 搭建数创企业培育库，每年遴选发现一批创新能力强、发展潜力大的数创企业分级分类入库，实行动态调整。各级数据管理部门加强对入 库企业的服务对接和监测分析，有针对性提供各类培育政策、开展精准服务。构建"政府+企业+创新+投资"四合一的专业化遴选培育机制。 2.强化多维用数保障。 鼓励地方加快建立公共数据授权运营机制和应用创新生态，促进公共数据可持续供给及开发利用。鼓励有条件地区探索发放"数据券""算法 券"，降低治数用数成本。 3.强化算力资源供给支撑。 深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节点算力规模部署，持续优化热点应用区域需求保障。 4.提升原始创新能力。 鼓励国有企业、行业龙头企业、平台企业等带头推进联合创新发展，整合推进各类创新资源与服务向数创企业开放共享，加快推进重点产 业领域专利池建设，强化产业链上下游、平台生态圈的 ...

Core Viewpoint - The National Development and Reform Commission and five other departments have issued measures to strengthen the cultivation of innovative enterprises in the digital economy, aiming to accelerate the emergence of more "gazelle" and "unicorn" companies in this sector [18]. Group 1: Mechanisms and Support - Establish a mechanism for discovering innovative digital enterprises by creating a cultivation database that selects and categorizes enterprises with strong innovation capabilities and development potential annually [4][19]. - Strengthen multi-dimensional data usage guarantees by encouraging local governments to establish public data authorization and operational mechanisms, promoting sustainable supply and utilization of public data [5][20]. - Enhance computing power resource support through the implementation of the "East Data West Computing" project, optimizing the deployment of computing resources across key application areas [6][21]. Group 2: Innovation and Transformation - Improve original innovation capabilities by encouraging state-owned enterprises and industry leaders to lead collaborative innovation and share various innovation resources with digital enterprises [8][22]. - Establish a mechanism for the transformation of scientific and technological achievements, promoting deep integration of production, education, and research [10][22]. - Strengthen the supply of scenarios and opportunities by aligning urban digital transformation with market opportunities for enterprises, enhancing the availability of high-quality application scenarios [11][23]. Group 3: Internationalization and Financing - Enhance services for enterprises going abroad by supporting participation in international exhibitions and technology exchanges, showcasing innovative achievements [13][24]. - Optimize financing services by encouraging financial institutions to provide market-oriented financial services tailored to the needs of digital enterprises, and support qualified enterprises in going public [14][25]. Group 4: Regulatory Environment and Talent Development - Establish an open and prudent innovation environment by exploring "sandbox regulatory" models to minimize unnecessary disruptions to enterprise operations [15][26]. - Strengthen talent development by optimizing digital economy-related academic programs in higher education institutions and promoting a talent evaluation system [17][26].

9月26日，国家发展改革委等部门发布关于印发《关于加强数字经济创新型企业培育的若干措施》的通 知。全文如下： 国家发展改革委等部门关于印发《关于加强 数字经济创新型企业培育的若干措施》的通知 发改数据〔2025〕1154号 各省、自治区、直辖市及计划单列市、新疆生产建设兵团发展改革委、数据管理部门、财政厅（局）， 中国人民银行上海总部，各省、自治区、直辖市及计划单列市分行，各金融监管局，中国证监会各派出 机构： 为加快培育数字经济创新型企业，让更多企业在数字经济新领域新赛道跑出加速度，推动涌现更多瞪羚 企业、独角兽企业，国家发展改革委、国家数据局、财政部、中国人民银行、金融监管总局、中国证监 会组织制定了《关于加强数字经济创新型企业培育的若干措施》。现印发给你们，请遵照执行。 国家发展改革委 国家数据局 财政部 一、健全数创企业源头发现机制。国家发展改革委、国家数据局牵头搭建数创企业培育库，每年遴选发 现一批创新能力强、发展潜力大的数创企业分级分类入库，实行动态调整。各级数据管理部门加强对入 库企业的服务对接和监测分析，有针对性提供各类培育政策、开展精准服务。组建涵盖相关部门、地 方、国有企业、民营企业、科研 ...

在建立开放包容审慎的创新环境方面，结合企业行业特点，稳慎探索推行"沙盒监管"模式，分级分类制 定"沙盒监管"规则，鼓励在风险可控的前提下开展先行先试。规范涉企检查，推进精准检查，防止重复 检查、多头检查，探索推行非现场监管，最大限度减少对企业生产经营的不必要干扰。引导数创企业守 法自律经营，探索柔性执法机制，对首次轻微违规问题依法优先采取引导协商、行政指导、信用承诺等 方式处理。支持地方优化涉企政务服务，推进涉企问题高效解决，通过智能技术实现惠企政策自动适 配、免申即享、直达秒兑。 （文章来源：新华财经） 在强化算力资源供给支撑方面，《若干措施》提出，深入实施"东数西算"工程，落实有关政策文件要 求，坚持国家枢纽节点算力规模部署，持续优化热点应用区域需求保障。加快构建全国一体化算力网， 支持地方协同参与、共同建设，在国家统一标准指导下，推动全国算力资源有序池化，并网运行，打造 集算力统筹监测、统一调度、弹性供给、安全保障于一体的新型算力网基础设施。引导各类算力资源与 数创企业需求高效精准对接，鼓励国家枢纽节点面向数创企业提供低成本、广覆盖、可靠安全的算力服 务，降低算力使用门槛。 在优化投融资服务方面，鼓励金 ...