每经AI快讯，有投资者在投资者互动平台提问：多家贵州政府平台报道称，华创云信与华为签署算力 合作协议，推动"东数西算"战略在产业端落地见效。请问是否属实？ （记者 曾健辉） 华创云信（600155.SH）9月25日在投资者互动平台表示，公司出资参股贵州贵旅数网科技有限公司。 贵旅数网作为贵州旅游产业大模型的运营主体，与华为云展开合作，运营"贵州旅游产业数智互联平 台"。 ...

Core Viewpoint - The computing power sector has experienced significant growth, with the computing power index rising over 11% from September 8 to September 24, and a year-to-date increase of 74.5%, indicating heightened market interest in the industry [1] Group 1: Industry Growth Drivers - The global competition in computing power is still in its early stages, with substantial investments in computing infrastructure from various countries and companies, providing long-term demand support for the computing power industry [1] - Domestic chips have shown competitive performance in inference scenarios, with significant potential for domestic substitution as chip performance improves and software ecosystems develop. The years 2025 to 2027 are expected to be critical for domestic AI chips transitioning from the introduction phase to accelerated penetration in the internet market [1] - The application scenarios for computing power are continuously expanding, further driving industry growth [1] Group 2: Short-term Risks - There are concerns about overvaluation in certain sub-sectors, which may lead to a pullback in growth expectations over the next 1-2 years [2] - The risk of technological iteration may reshape the market competition landscape, posing challenges to existing participants [2] - Global supply chain uncertainties could disrupt the development pace of the industry [2] Group 3: Investment Opportunities - Focus on the domestic computing power core industry chain, including GPU, ASIC chips, optical modules, and liquid cooling equipment [2] - Consider investing in computing power service and cloud infrastructure providers, as the value of service segments continues to rise with diversified computing power demand [2] - Explore opportunities in green computing solution companies that align with the "East Data West Calculation" strategy and its requirements for Power Usage Effectiveness (PUE) [2]

Core Viewpoint - The national computing power internet service platform announced that China has achieved full connectivity of the computing power identification system across 31 provinces, significantly enhancing the efficiency of discovering, circulating, and matching computing power resources, marking a new phase in the construction of a unified computing power system in China [1][2]. Group 1 - The computing power identification system serves as a "digital ID" for computing resources, addressing the long-standing issue of resource standardization in the industry, enabling "one-code access" for computing resources [5]. - The implementation of the "East Data West Computing" project is accelerating, with the first node of the Wuhu cluster set to go live by June 2025, and Huawei Cloud's Wuhu data center now operational with advanced technologies [10]. - As of August 2025, the consumer-level user base of China's computing power internet is nearly 10 million, with significant demand in artificial intelligence, industrial computing, video rendering, and scientific computing [11]. Group 2 - The full connectivity of the computing power identification system across 31 provinces will lower the costs and barriers associated with finding computing resources, facilitating the formation of a unified national computing power network and market [11]. - The penetration of computing power into various sectors, from smart manufacturing to urban intelligence, highlights its role as a "smart brain" in solving numerous challenges [7].

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Tianyi Ma, indicating a significant increase in stock price and revenue growth [1][2] - As of September 25, Tianyi Ma's stock price decreased by 2.10% to 64.30 CNY per share, with a total market capitalization of 4.299 billion CNY [1] - The company has seen a year-to-date stock price increase of 130.05%, with a 5-day increase of 2.13%, a 20-day increase of 18.02%, and a 60-day increase of 33.65% [1] Group 2 - Tianyi Ma's main business segments include information equipment sales (33.17%), software development and technical services (27.51%), computing power services (20.65%), and others [1] - For the first half of 2025, Tianyi Ma reported operating revenue of 146 million CNY, a year-on-year increase of 63.24%, and a net profit attributable to shareholders of 6.059 million CNY, up 151.66% [2] - The company has distributed a total of 30.744 million CNY in dividends since its A-share listing, with 11.8996 million CNY distributed over the past three years [3]

资金流向方面，主力资金净流入136.11万元，大单买入743.63万元，占比23.38%，卖出607.52万元，占 比19.10%。 9月25日，佳华科技盘中上涨2.01%，截至11:28，报45.23元/股，成交3180.44万元，换手率0.92%，总市 值34.98亿元。 佳华科技今年以来股价涨117.24%，近5个交易日涨2.45%，近20日涨20.55%，近60日涨85.29%。 截至6月30日，佳华科技股东户数5075.00，较上期增加11.22%；人均流通股15238股，较上期减少 10.09%。2025年1月-6月，佳华科技实现营业收入1.09亿元，同比减少38.91%；归母净利润-4088.17万 元，同比减少38.55%。 分红方面，佳华科技A股上市后累计派现8885.68万元。近三年，累计派现0.00元。 责任编辑：小浪快报 资料显示，罗克佳华科技集团股份有限公司位于北京市通州区观音庵南街2号院保利·大都汇T3栋14层， 成立日期2007年9月14日，上市日期2020年3月20日，公司主营业务涉及建筑智能化、智能脱硫运营、智 慧环保、智慧城市、环保监控与信息化。主营业务收入构成为：智慧环保 ...

Core Viewpoint - The transformation of Qingyang, a revolutionary old district in Gansu Province, is significantly driven by financial support and infrastructure development, leading to remarkable economic growth and modernization. Economic Development - In 2024, Qingyang's total economic output is projected to reach 121.3 billion yuan, with a per capita GDP of 57,000 yuan, representing increases of 1200 times and 470 times since the founding of New China, respectively [1] - The city has maintained its position as the second-largest economy in Gansu Province for several consecutive years [1] Infrastructure Improvement - The financial system has played a crucial role in enhancing infrastructure, with annual loan growth exceeding 40% in the early reform period, and infrastructure loans increasing from 4.152 billion yuan in 2012 to 25.842 billion yuan in 2024, averaging over 15% growth per year [2][3] - The area of Xifeng District has expanded from less than 5 square kilometers to 43 square kilometers, with numerous high-rise buildings now present [3] - The total length of roads in the city has reached 16,800 kilometers, over 100 times that of the early years of New China, achieving hard-surfaced roads in every village [3] Financial Services Enhancement - Financial institutions have improved access to services in rural areas, addressing issues such as long wait times for remittances and slow fund transfers [4][5] - The introduction of mobile payment solutions has significantly enhanced convenience for residents, allowing for easy transactions and financial services [5][6] - Various specialized financial products and services have been developed to meet the needs of farmers and rural communities [5] Digital Economy and Innovation - The launch of the "East Data West Computing" project has positioned Qingyang as a national hub for integrated computing networks, with financial institutions actively supporting this initiative [7][8] - A total of 1.18 trillion yuan in credit agreements have been signed to support the development of the digital economy [7] - Qingyang has achieved a significant breakthrough in its digital economy, with computing power scaling up to 66,000 P and becoming a leader in green energy consumption [8]

Company Overview - Allwinner Technology, established on September 19, 2007, is located in Zhuhai, Guangdong Province, and was listed on May 15, 2015. The company specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips [1][2]. Financial Performance - For the first half of 2025, Allwinner Technology achieved a revenue of 1.337 billion yuan, representing a year-on-year growth of 25.82%. The net profit attributable to shareholders was 161 million yuan, with a year-on-year increase of 35.36% [2]. - Since its A-share listing, Allwinner Technology has distributed a total of 934 million yuan in dividends, with 348 million yuan distributed over the past three years [3]. Stock Performance - As of September 25, Allwinner Technology's stock price increased by 2.03%, reaching 52.80 yuan per share, with a total market capitalization of 43.576 billion yuan. The stock has risen 78.24% year-to-date, with a 5.03% increase over the last five trading days [1]. - The company has seen significant trading activity, with a net inflow of 795,800 yuan from main funds and a total trading volume of 1.187 billion yuan on the same day [1]. Shareholder Structure - As of June 30, 2025, Allwinner Technology had 137,700 shareholders, a decrease of 7.12% from the previous period. The average number of circulating shares per shareholder increased by 40.41% to 4,907 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 37.6531 million shares, an increase of 2.3389 million shares from the previous period. New entrants among the top ten shareholders include E Fund's ChiNext ETF and Southern CSI 500 ETF [3]. Industry Context - Allwinner Technology operates within the semiconductor industry, specifically in digital chip design, and is associated with concepts such as autonomous driving, RISC architecture, IoT, and data processing initiatives [2].

*ST仁东表示，此次布局，不仅顺应了AI+支付的趋势，更通过绑定江原科技这样的国产芯片优质企 业，在算力国产化浪潮中占据先机。同时，此次投资也意味着公司正式将"AI+支付"装进产业生态版 图。 值得注意的是，此次投资布局发生在*ST仁东完成重整半年后。 9月24日晚间，*ST仁东（002647）发布公告称，公司将通过增加注册资本的方式投资深圳江原科技有 限公司（以下简称"江原科技"），投资金额为1亿元。本次增资完成后，*ST仁东将持有江原科技 4.1427%的股权。 *ST仁东表示，本次投资为布局第二增长曲线，公司看好国产AI芯片未来的市场空间，同时也认可江原 科技的技术实力与发展前景。本次投资有利于落实未来发展战略，提升公司综合竞争力，为公司的长远 发展打下坚实基础。 公开资料显示，江原科技成立于2022年11月，专注全国产AI芯片研发，与本土先进工艺制造厂商协 作，完成全流程国产自主先进工艺芯片成功量产交付，实现了先进自主设计、工艺制造、封装的本土化 全流程。目前江原科技已经完成第一代芯片产品D1的流片，并在此基础上实现了基于D1芯片的算力卡 产品D10的批量应用，即将推出基于第一代芯片产品的第二款算力卡 ...

Core Insights - The article highlights the significant increase in electricity consumption in China, particularly in Guangdong, driven by industrial growth and high temperatures [2][4] - Guangdong's electricity consumption reached 956.52 billion kWh in August, accounting for about 10% of the national total, marking a record-breaking month [2][3] Group 1: Electricity Consumption Drivers - The rise in electricity demand in Guangdong is attributed to both industrial development and extreme weather conditions, particularly high temperatures [2][4] - In August, the electricity consumption in Guangdong's second industry was 518.25 billion kWh, with a year-on-year growth of 2.84%, and manufacturing accounted for 83.26% of industrial electricity use [3] - High-tech and equipment manufacturing sectors showed a notable increase, with electricity consumption reaching 181.16 billion kWh, growing by 5.76% year-on-year, outpacing the overall manufacturing growth [3] Group 2: Impact of Weather - The summer of 2023 experienced record-high temperatures, with the average temperature being the highest since 1961, leading to increased electricity demand as air conditioning usage surged [4] - Data centers in Guangdong saw a dramatic increase in electricity consumption, with a total of 7.05 billion kWh in August, reflecting a year-on-year growth of 47.3% [4] Group 3: Supply Stability Measures - To maintain electricity supply during peak demand, Guangdong has invested heavily in power infrastructure, completing 11 major projects and enhancing the grid's capacity [6] - The province has also focused on upgrading distribution networks, completing over 11,000 projects, ensuring efficient and safe electricity delivery [6] Group 4: Renewable Energy and Smart Grid - Renewable energy sources have become increasingly significant in Guangdong's electricity supply, with installed capacity exceeding 74 million kW [7] - The province is enhancing its smart grid capabilities, utilizing AI technology for load forecasting and optimizing power distribution, which helps manage the variability of renewable energy sources [7] Group 5: Broader Implications - Guangdong's approach to electricity supply stability serves as a model for other regions and countries, showcasing effective strategies in managing high demand and integrating renewable energy [8]

为推进算力、运力、存力和应用协同发展，湖北省人民政府办公厅日前发布《湖北省加快算网存用协同 发展的若干措施》（下称《措施》），目标到2027年，湖北省算力总规模达到25EFLOPS，其中新建算 力设施智算和超算占比不低于90%，建成省内算力互联互通平台体系，实现算力互联互通跨域调度，各 市州算力互联网间5毫秒超短时延，深度融入国家"东数西算"工程及全国一体化算力网，全省算力质效 进一步提升，算力供需高效匹配，基本形成布局合理、连算成网、建用互促、绿色低碳的算网存用协同 发展格局。 算力是数字经济时代新生产力，湖北省8月底发布数据显示，2025年上半年，湖北省5G基站总数达17.6 万个，每万人拥有5G基站数达30.1个，行政村5G和千兆光网实现全通达，建成"1—5—7—10"毫秒级低 时延骨干网络。建成武汉智算中心、超算中心、十堰武当云谷等一批重大项目，算力总规模突破1.5万 P，其中智能算力占比超七成。"星火·链网"超级节点在全国率先建成，工业互联网武汉顶级节点标识累 计注册量突破280亿个。 《措施》从提升算力供给水平、推动算力高效调度、促进存算均衡协同、深化算力赋能行业应用、优化 算力发展生态等5方面出 ...