Group 1 - The company plans to acquire 100% equity of Shenzhen Yixin Technology Co., Ltd. through issuing shares and cash payment, along with raising matching funds [12][21][23] - The transaction is expected to constitute a major asset restructuring, enhancing the company's core competitiveness and financial metrics [23][24] - The acquisition aligns with national strategies for new information infrastructure and aims to strengthen the company's position in the AIDC (Artificial Intelligence Data Center) sector [22][23] Group 2 - The company will issue shares not exceeding 30% of the total share capital post-transaction, with the total amount of matching funds not exceeding the transaction price [14][19] - The specific transaction price and the ratio of shares to cash payment are yet to be determined, pending completion of audits and evaluations [15][30] - The controlling shareholder, Hunan Xingxiang Investment Holding Group Co., Ltd., will subscribe to the shares and is committed to not transferring shares for 36 months post-issuance [19][24] Group 3 - The target company specializes in green computing infrastructure and has established multiple high-performance computing centers across various regions [22][23] - The transaction is expected to enhance the company's operational efficiency and ability to meet high-intensity computing demands in sectors like AI and industrial internet [22][23] - The company aims to leverage the acquisition to build a nationwide computing resource system, enhancing regional coordination and operational efficiency [22][23]

Group 1: Development of Datong as a Computing Power City - Datong aims to transform from a coal and electricity supplier to a computing power and service provider, driven by the "East Data West Computing" initiative [1] - The city has established partnerships with major companies like Douyin Group and JD Group to accelerate its development as a computing power city [1][2] - Douyin Group has invested significantly in the Taihang Computing Power Center project, increasing its investment from 160 million to 2.36 billion yuan, marking a 1375% increase [2] Group 2: Key Projects and Investments - The Taihang Computing Power Center project consists of two phases, with the first phase involving an investment of approximately 2.8 billion yuan and the second phase projected at 4.5 billion yuan [3] - JD Group has also made substantial investments in Datong, with a total investment of 2.5 billion yuan for the first phase of its intelligent computing data center project [8] - By the end of 2024, Datong's planned investment in data centers is expected to reach 76 billion yuan, with over 24.3 billion yuan already invested [11] Group 3: Strategic Collaborations and Future Plans - Datong's government has engaged in discussions with JD Group to enhance cooperation in smart city development and computing power projects [6][9] - The establishment of the Shanxi Datong University Digital Economy Research Institute aims to foster collaboration between academia, industry, and government, supporting the city's digital economy initiatives [13] - Datong is focusing on green energy initiatives, including pilot projects for green electricity supply to attract more computing power projects [11]

Core Viewpoint - The article highlights the rapid development of the Guian New Area in Guizhou, emphasizing its role as a national-level digital economy hub, particularly in computing power and data services, which has significantly contributed to the region's economic growth and industrial transformation [1][2][4]. Group 1: Development of Guian New Area - Guian New Area has been positioned as a key economic growth area in western China, focusing on becoming a computing power support base and a research and production base for new energy battery materials [2][4]. - The area has seen a remarkable transformation over the past decade, achieving significant growth in economic size, enterprise numbers, and employment capacity, with a notable "three-year transformation" [2][10]. Group 2: Computing Power Infrastructure - The Guian Supercomputing Center has provided approximately 30 million kilowatt-hours of computing power and over 3,300 service supports to various provinces, playing a crucial role in the success of films like "Ne Zha" [1][5]. - The region has established a robust data center infrastructure, with 26 major data centers and a computing power scale exceeding 81 EFLOPS, of which over 98% is intelligent computing [5][6]. Group 3: Economic Impact and Projections - The computing power foundation has fueled the growth of the digital industry, with projections indicating that software and information technology service revenues will exceed 70 billion yuan in 2024, reflecting a growth rate of over 26% [6][10]. - The region's electricity consumption has doubled in three years, indicating a strong correlation between energy usage and economic development, with an annual growth rate of 42.97% in electricity consumption [9][10]. Group 4: Talent Attraction and Employment - The Guian New Area government has implemented a "free housing" policy for recent graduates to attract talent, which has led to a significant increase in the local population and employment opportunities [12][13]. - The area has seen a rise in its resident population to 458,000, with 42,000 new jobs created in 2024, demonstrating the effectiveness of its talent retention strategies [12][13].

Core Insights - The article highlights the rapid development of the Guian New Area as a significant hub for digital economy and computing power in China, showcasing its achievements in the big data industry and its role in supporting various sectors, including film and animation [1][4][6] Group 1: Development of Guian New Area - Guian New Area has been positioned as a national-level new area, focusing on becoming a computing power base, a new energy battery and materials research and production base, and an important industrial backup base [2] - The area has experienced significant growth in economic scale, enterprise numbers, and population, achieving a transformative development over the past decade [2][8] Group 2: Computing Power and Digital Economy - The Guian Supercomputing Center has provided approximately 30 million kilowatt-hours of computing power and over 3,300 service supports to various provinces [1] - The computing power scale in Guian New Area has surpassed 81 EFLOPS, with over 98% being intelligent computing, and a domestic production rate of about 90% [5][6] Group 3: Economic Growth Indicators - The electricity consumption in Guian New Area has increased from 860 million kWh to 1.83 billion kWh over the past three years, indicating a doubling of demand [7] - The region's GDP is projected to reach 40.277 billion yuan in 2024, with a year-on-year growth of 21.1%, reflecting a robust economic development trend [8][9] Group 4: Talent Attraction and Employment - The local government has introduced a "free housing" policy for recent graduates to attract high-end talent, with over 90% occupancy in the provided housing [10][11] - Guian New Area has seen a population increase of 50,600 in 2024, with significant job creation and employment opportunities for local residents [11]

Group 1 - The meeting between the Secretary of the Provincial Party Committee and the president of Sugon Information Industry Co., Ltd. highlights the importance of developing the intelligent computing industry and digital economy in Henan Province [1] - The provincial government aims to integrate various computing capabilities, including traditional, intelligent, and supercomputing, to enhance the regional computing infrastructure and data supply system [1] - Sugon is recognized as a leading enterprise in information technology and advanced computing, with ongoing projects in Henan, indicating a strong collaborative relationship [1] Group 2 - Sugon highly values the economic and social achievements of Henan and sees it as a strategic base for its national layout, leveraging the province's vast data resources and market potential [2] - The company plans to deepen cooperation in advanced computing through R&D, manufacturing, and talent cultivation, aiming to establish a robust application ecosystem and drive industry innovation [2] - Key executives from Sugon and provincial leaders participated in the meeting, emphasizing the collaborative efforts to enhance the computing industry in Henan [2]

Group 1 - The electricity consumption of data center clusters in Guizhou Province increased by 452.67% from January to May this year [1] - Guian New Area, established in 2014, has gathered 26 large-scale data centers and ranks among the top in the country for domestic computing resources and capabilities [1] - The supercomputing center in Guian operates over 700 servers daily, providing computing power for applications such as large model training, film rendering, and biomedicine [1] Group 2 - The first energy internet operation control platform in Southern Power Grid was launched in Guian in 2022 to monitor electricity consumption of local data centers [1] - The platform monitored 10 data centers, which collectively consumed over 1 billion kilowatt-hours of electricity last year [1] - Guian New Area is expanding its computing power scale to meet the growing electricity demand, with new power projects under construction [2] Group 3 - The first 500 kV substation in Guian, the Machang Substation, is under construction with a total investment of 510 million yuan, aiming to be operational by the end of the year [2] - The project commenced in early March this year to better support the operation of data centers [2]

Core Viewpoint - The development of 5G-A networks in Qinghai is being driven by technological innovation, industry integration, and collaborative efforts among telecommunications companies and equipment manufacturers, aiming to support the province's digital transformation and green development [1][3]. Group 1: 5G-A Network Development - The 5G-A network, an upgraded version of 5G, features capabilities such as 10 Gbps downlink, 1 Gbps uplink, ultra-low latency, and support for a billion connections, enhancing user communication experiences [3][5]. - Qinghai has deployed nearly 300 5G-A (200M) stations in Xining, covering major commercial areas and key universities [5]. - The total number of 5G base stations in Qinghai has surpassed 24,600, with a density of 41.5 stations per 10,000 people, exceeding the national average by nearly 10 stations [5]. Group 2: Strategic Initiatives and Policies - Qinghai is aligning its initiatives with national strategies such as "Digital China" and "East Data West Computing," promoting the application of new technologies like 5G-A through top-level design and policy support [7]. - The province has issued guidelines for the development and application of the "Double Ten Thousand" (5G-A/F5G-A) industry, outlining development directions and key tasks [7]. - Efforts are being made to enhance connectivity in remote areas, providing modern communication support for ecological protection, research monitoring, and emergency rescue operations [7]. Group 3: Future Plans and Collaborations - The province plans to expand the application range of 5G-A, strengthen cross-industry collaborative innovation, and promote the deployment of 5G virtual private networks across various sectors such as industry, energy, healthcare, and education [7]. - The goal is to create demonstration projects that integrate 5G-A networks with AI applications, driving the transformation and upgrading of industries towards intelligence, sustainability, and integration [7].

Core Viewpoint - The development of high-quality computing power is heavily reliant on a robust electricity system, as emphasized by the National Grid Qinyang Power Supply Company in support of the national strategy "East Data West Computing" [1] Group 1: Service and Support - The National Grid Qinyang Power Supply Company adopts a proactive service approach, providing essential electricity support for the construction of the Qinyang national computing power hub [3] - The B01 data center, a key project in the computing power hub, has a total construction area of 24,706 square meters and is designed to accommodate approximately 2,000 high-power physical cabinets, with an IT total power of 30,000 kW and a computing power scale of about 30,000 P [3] - The project is expected to double the computing power capacity of China Mobile in Qinyang by the end of September this year, highlighting the critical role of electricity support in project advancement [3] Group 2: Innovative Mechanisms - The National Grid Qinyang Power Supply Company has established a special working group for the "East Data West Computing" initiative, implementing a dedicated service mechanism to address the increasing electricity demand in the computing power industry park [5] - A customized service model has been initiated, utilizing an electricity information collection system to analyze electricity usage data, enabling tailored solutions for enterprises [5] - The company has opened an online "green channel" for efficient electricity access, facilitating the power supply for various key projects in the digital economy [5] Group 3: Technological Empowerment - In response to rising electricity loads during summer, the National Grid Qinyang Power Supply Company has formed a high-temperature supply guarantee working group to monitor and manage electricity supply effectively [7] - The company employs advanced technologies such as infrared temperature measurement and drones for inspections, ensuring the safety and reliability of power supply [7] - The company aims to enhance the "electricity + energy efficiency service" model, accelerating the electricity access for key projects and contributing to the high-quality development of the local economy [7]

Core Insights - The rapid development of the digital economy has highlighted the value of data as a new production factor, now recognized as the "fifth production factor" following land, labor, capital, and technology [2] - China's data output accounts for 10.5% of the global total, with a national action plan aiming for a compound annual growth rate of over 15% in the data industry by 2029 [2][3] - The establishment of data industry funds across provinces is accelerating, driven by government policies to enhance the marketization of data elements and support digital economic transformation [3][4] Data Industry Fund Growth - By June 2025, the total scale of data industry funds across provinces exceeded 150 billion yuan, a significant increase from less than 50 billion yuan in 2023, indicating strong governmental support for the data element market [4][5] - The growth of data industry funds is characterized by a shift from pilot projects to large-scale implementations, with notable funds established in 2023 focusing on diverse investment directions [7][10] Regional Development Patterns - Eastern coastal provinces are leading in fund establishment, with Guangdong's fund group reaching a total scale of 100 billion yuan, making it the largest known single data industry fund in China [13][14] - Central provinces like Henan and Hubei are catching up by focusing on integrating data elements with traditional industries, emphasizing application-driven characteristics [16][17] - Western provinces are leveraging national strategies like "East Data West Calculation" to enhance their data infrastructure, focusing on foundational projects and spatial data facilities [19][20] Investment Strategies - Investment directions are diversifying, moving from traditional infrastructure to include data assetization, cross-border data flow, and privacy computing [21][33] - Funds are increasingly aligning with national strategies, such as the Chongqing fund's focus on satellite internet and the Guangdong fund's emphasis on cross-border data flow [21][22] Challenges and Considerations - The rapid expansion of provincial data industry funds presents challenges, including the need for effective project conversion and the risk of homogeneous competition among provinces [34][35] - Compliance and security governance are critical, especially for funds involved in cross-border data flow, necessitating a balance between innovation and regulatory adherence [34][35]

粤北青山之间，一座座数据中心如"钢铁森林"般拔节生长。在广东韶关，13条连接大湾区的400G全光 运力网络和12条省际光缆如同"神经网络"般贯穿全市，将庞大数据分别以1.3毫秒和1.66毫秒的速度输向 广州和深圳的核心机房。仅有正常人眨眼速度百分之一的极低时延，满足了大湾区绝大部分算力业务的 需求。作为国家在华南布局的唯一数据中心集群，韶关已成为粤港澳大湾区抢占人工智能高地的"算力 心脏"。 "算力就是生产力，没有算力就没有人工智能。"在近日召开的第四届粤港澳大湾区（广东）算力产业大 会暨第三届中国算力网大会上，韶关市委书记陈少荣表示，韶关算力规模从零开始，总投资超600亿 元，招引上下游项目31个，移动、电信、联通、鹰硕等项目建成投产，腾讯、万国、中联、华韶二期等 项目动工建设。 从曾经的"华南重工业基地"到如今的"智算新城"，韶关正以算力为支点，撬动一场从"算力承载"到"全 链智造"的产业跃迁。 扩量提速："算力心脏" 这样的时延到底有多低？鹏城实验室数据智能研究所副所长、韶关市数据产业研究院院长相洋向证券时 报记者举例称，一分钟可以切分成1000毫秒，以正常人的反应，一眨眼的时间就需要100毫秒左右，所 ...