Core Viewpoint - Shandong Rike Chemical Co., Ltd. has shown a significant increase in stock price and revenue, indicating strong performance in the chemical industry, particularly in plastic and rubber modification agents [2][3]. Financial Performance - As of October 31, Rike Chemical reported a revenue of 2.827 billion yuan for the first nine months of 2025, representing a year-on-year growth of 17.07% [2]. - The net profit attributable to shareholders reached 4.0162 million yuan, marking a substantial increase of 107.67% year-on-year [2]. - The company's stock price has increased by 49.19% year-to-date, with a recent 3.35% rise over the last five trading days [1]. Stock Market Activity - On November 14, Rike Chemical's stock price fell by 2.11% to 8.34 yuan per share, with a trading volume of 206 million yuan and a turnover rate of 5.18% [1]. - The company has experienced a net outflow of 12.7909 million yuan in principal funds, with large orders showing a buy of 43.0178 million yuan and a sell of 60.0718 million yuan [1]. - Rike Chemical has appeared on the "Dragon and Tiger List" once this year, with a net buy of -5.7604 million yuan on February 26 [1]. Business Overview - Rike Chemical, established on December 26, 2003, specializes in the research, production, and sales of plastic modification agents, serving the plastic and rubber processing industries [2]. - The company's main revenue sources include plastic and rubber modification agents (79.89%), chlor-alkali products (14.20%), and other services [2]. - As of October 31, the number of shareholders decreased by 5.78% to 17,000, while the average circulating shares per person increased by 6.13% to 27,395 shares [2]. Dividend Information - Since its A-share listing, Rike Chemical has distributed a total of 349 million yuan in dividends, with 46.264 million yuan distributed over the past three years [3].

为落实国家"东数西算"战略，江苏在全国率先启动算力基础设施发展专项规划，依托南京、苏州"双核 辐射"，形成"苏中聚集、苏北突破、全域协同"的发展格局。预计至2030年，江苏将打造长三角算力供 给服务新高地和全国智能计算创新增长极。 现场，省数据集团数科公司与12家高校、企业、机构等完成平台应用生态签约，助力打造全产业链的自 主可控算力生态圈。 本报讯(记者何玥颐何钰)11月13日，中国算力平台(江苏)暨江苏省一体化算力调度监测平台在南京正式 上线，目前平台已接入282个数据中心，覆盖52万标准机架的数字底座。这是全国首个省市一体化算力 调度监测平台。 按照国家数据基础设施建设先行先试任务要求，在省发展改革委、省工信厅、省数据局和省通信管理局 指导下，平台由省数据集团承建。基于江苏"1+13"省市两级一体化运营体系，平台已接入省内通算、智 算、超算等异构、异属算力资源。平台还与上海、浙江和安徽等省市算力调度平台融合互通，推动"省 内一体协同、辐射长三角"算力发展新格局的形成。同时，平台与国家算力调度监测平台融合贯通，被 纳入全国一体化算力调度体系。 ...

日前，贵州花江峡谷大桥正式通车。这座"横竖"都是世界第一的大桥，将两岸通行时间从过去的两个多 小时缩短到两分钟。一桥飞架，天堑变坦途。作为全国唯一没有平原的省份，一座座大桥横跨山川河流 峡谷，让贵州的"群山天堑"变成了"高速平原"。11月5-7日，"多彩贵州 移起向新"主题媒体探访活动在 贵州黔西南和贵阳贵安等地举行，来自省内外20余家重要媒体和行业KOL从花江峡谷大桥出发，实地 探访了电信普遍服务、信号升格、数智技术助力乡村治理及农文旅融合发展的最新成果，以及绿色出 行、数据中心/智算中心等新基建项目，见证深山峡谷与数智中国、美丽中国同频共振。 图：横竖 都是世界第一高桥--贵州花江峡谷大桥全貌 图：贵州 移动联合华为在花江峡谷大桥人流高密区域开通5G-A网络 绿色低碳 引领出行新时代 网络畅连 激活大山新跨越 在花江峡谷大桥不远处的山头上，中国移动贵州公司（以下简称贵州移动）的网络建设者们正在对基站 进行巡检。花江峡谷大桥所处的花江大峡谷是贵州省内最具代表性的典型喀斯特地貌峡谷，峡谷深切、 山体陡峭。中国移动的网络建设者们采用三维立体勘测法，对大桥周边区域进行全方位、立体化的勘 测，最终选择在大桥周围地势 ...

Core Viewpoint - The company, Shuangjie Electric (300444.SZ), has indicated that its subsidiary, Nanjie New Energy, has not yet participated in the power supply for the "East Data West Computing" data centers, highlighting the importance of stable and efficient power support for the high-quality development of the computing industry [1] Group 1 - The company is closely monitoring industry trends and the demands of new power users such as data centers [1] - The company is committed to continuous technological innovation to provide more reliable and intelligent distribution solutions for future computing infrastructure [1]

Core Viewpoint - The company, Shuangjie Electric (300444.SZ), has indicated that its subsidiary, Nanjie New Energy, has not yet participated in the "East Data West Computing" data center power supply initiative, highlighting the importance of stable and efficient power support for the high-quality development of the computing power industry [1] Group 1 - The company is closely monitoring industry trends and the demands of new power users such as data centers [1] - The company is committed to continuous technological innovation to provide more reliable and intelligent distribution solutions for future computing power infrastructure [1]

格隆汇11月13日丨双杰电气(300444.SZ)在投资者互动平台表示,公司子公司南杰新能暂未参与东数西算 数据中心的电力供应。 ...

Core Insights - The liquid cooling technology is gaining prominence in the digital economy era, driven by the "dual carbon" strategy and the national project "East Data West Computing" [1][2] - The capital market has responded positively, with the liquid cooling sector index rising by 2.22% and a total transaction volume of 58.358 billion yuan on November 13 [1] Industry Overview - Data centers, while being the engine of the digital economy, are also significant energy consumers, facing pressure to transform under the "dual carbon" strategy [2] - By 2025, data centers are required to improve energy efficiency by 30%, with a target Power Usage Effectiveness (PUE) of below 1.3, marking a critical threshold for operational viability [2] Technology and Market Dynamics - Traditional air cooling methods are inadequate for meeting the new efficiency standards, necessitating revolutionary cooling solutions like liquid cooling [2] - Liquid cooling technology can potentially reduce overall energy consumption in data centers by over 30%, with its cooling efficiency being significantly higher than that of air cooling [2] Competitive Landscape - The liquid cooling market is expanding rapidly, with companies like Zhongshi Technology and Wanma Technology increasing their investments in liquid cooling solutions [3] - The liquid cooling technology is evolving towards more efficient and intelligent systems, with two main types: cold plate liquid cooling and immersion liquid cooling, each with distinct advantages and cost implications [3] Future Trends - The immersion liquid cooling technology is expected to become mainstream as costs decrease, and it will likely integrate with AI and IoT for smarter thermal management [3]

Core Insights - The "2025 Photonic Organization Inner Mongolia Summit" was held in Hohhot, focusing on the development of AI and computing power in Inner Mongolia [1][3] - The summit emphasized the importance of building a domestic computing power ecosystem to support high-quality development in the AI industry [3][4] Group 1: Event Overview - The summit featured key leaders from the Inner Mongolia government and the Photonic Organization, highlighting the collaboration between public and private sectors [1][5] - The event included the unveiling of the "Inner Mongolia Innovation Center" and the "Inner Mongolia AI Large Model Ecological Innovation Center," aimed at promoting localized AI applications [3][4] Group 2: Industry Developments - The Photonic Organization has gathered over 6,000 ecosystem partners since its inception, focusing on collaborative innovation in domestic computing technology [3] - The establishment of the "Zhilian Inner Mongolia·Haiguang AI Ecological Innovation Alliance" aims to enhance the cohesion and sustainability of the domestic computing ecosystem [4] Group 3: Strategic Initiatives - The Inner Mongolia government is leveraging the "East Data West Computing" strategy to enhance its computing power, algorithms, and data capabilities [3] - Haiguang Information is accelerating its strategic layout in Inner Mongolia, integrating AI and computing infrastructure to support the digital transformation of the region [4]

11月12日，国家能源局发布关于促进新能源集成融合发展的指导意见（以下简称"指导意见"），其中提 到，到2030年，集成融合发展成为新能源发展的重要方式，新能源可靠替代水平明显增强，市场竞争力 显著提升，有力支撑经济社会发展全面绿色转型，为加快中国式现代化建设提供更加安全可靠的绿色能 源保障。指导意见还提出，要加快推动新能源产业链"以绿制（造）绿"，以新能源资源引导重大生产 力、重大基础设施布局优化实现"西电西用"就地消纳，推动新材料、高端装备制造、节能环保等新兴产 业与新能源协同布局、集群发展，加速形成"以新促新"产业新生态。 加速形成以新促新产业新生态 指导意见表示，在"双碳"战略目标引领下，我国新能源行业实现跨越式发展，新能源装机规模历史性超 过火电，迈入发展新阶段。与此同时，随着新能源规模越来越大、电量占比越来越高，系统消纳压力持 续加大，国土空间等要素保障难度日益增加，迫切需要转变新能源开发、建设和运行模式，实现集成融 合发展。 因此，指导意见从加快推动新能源多维度一体化开发、大力推动新能源与多产业协同发展和积极推动新 能源多元化非电利用三方面明确实施办法。 11月12日，指导意见同样针对新能源系统 ...

Group 1: Company Overview - The company is a comprehensive internet service provider, integrating data center services, cloud services, internet access, and software development [2] - Recent expansions include network security and data asset consulting services [2] Group 2: Data Asset Consulting Services - The company leverages market opportunities in data asset consulting, assisting clients in data registration and financing [3] - Notable clients include Tianjin Binhai Smart Group, Henan Jiyun Smart Technology, and Beijing New Energy Vehicle Co., Ltd. [3] Group 3: Data Center Operations - The cabinet rental rate is stable, influenced by location, quality, customer needs, and market conditions [4] - The company benefits from a favorable location for its data centers, despite increased competition in the IDC market [4] Group 4: Strategic Initiatives - The company aims to capitalize on the national "East Data West Computing" strategy to enhance market scale and profitability [5] - There are ongoing efforts to explore cost reduction in electricity through green energy applications and partnerships [6] Group 5: Future Plans - Currently, there are no plans for international expansion [7] - The company is focused on strategic growth through internal development and potential mergers or acquisitions in the future [8]