人民财讯1月7日电，工信部印发《工业互联网和人工智能融合赋能行动方案》。其中提出，强化工业智 能算力供给。加快工业互联网与通算中心、智算中心、超算中心融合应用，鼓励公共算力服务商向工业 企业提供服务。引导工业企业加快边缘一体机、智能网关等设备部署。鼓励工业企业、设备供应商联合 推动端侧设备智能化升级，在生产设备、传感器、无人运输车辆(AGV)等部署轻量化算力模块，提升数 据实时处理能力。加快构建全国一体化算力网络，推动智算云服务试点在工业领域中应用推广，强化工 业大模型在算力跨区域高效调用、"云边端"算力精准匹配等方面普及应用，提升工业智算供给能力和利 用效率。 ...

（央视财经《正点财经》）记者从工业和信息化部了解到，我国正有序推进算力中心建设布局，提升智算资源供给能力和资源利用效率，加速 构建协同高效的全国一体化算力网络。 数据显示，我国算力基础设施规模和水平不断提升，在用算力中心规模达1250万标准机架。当前，我国算力发展面临着算力监测效率不高、算 力供需信息不全、算力分配缺乏全局规划等难点。 工业和信息化部日前发布的《算力互联互通行动计划》提出，构建算力互联互通平台体系，实现不同主体、不同架构的公共算力资源标准化互 联。 中国信通院云计算与大数据研究所副所长 栗蔚：2025年整体体系完成试验验证阶段，算力标识网关、高性能传输协议、异构计算API等标准化 接口和协议在试验阶段实现公共算力标准化互联可行，到2028年，形成具备智能感知、实时发现、随需获取的算力互联网。 国际数据公司预计，中国智能算力规模仍将保持高速增长，2025年将较2024年增长43%，2026年中国智能算力规模将达到2024年的两倍。 转载请注明央视财经 编辑：潘煦 工业和信息化部副部长 张云明：合力布局智能算力设施，加快构建全国一体化算力网络，深化人工智能在信息通信网络中的部署应用，提升信 息通信 ...

央视网消息：记者从工业和信息化部了解到，我国正有序推进算力中心建设布局，提升智算资源供给能力和资源利用效率，加速构建协同 高效的全国一体化算力网络。 数据显示，我国算力基础设施规模和水平不断提升，在用算力中心规模达1250万标准机架。当前，我国算力发展面临着算力监测效率不 高、算力供需信息不全、算力分配缺乏全局规划等难点。 工业和信息化部副部长张云明称："合力布局智能算力设施，加快构建全国一体化算力网络，深化人工智能在信息通信网络中的部署应 用，提升信息通信业支撑AI、应用AI、融合AI的能力。" 工业和信息化部日前发布的《算力互联互通行动计划》提出，构建算力互联互通平台体系，实现不同主体、不同架构的公共算力资源标准 化互联。 中国信通院云计算与大数据研究所副所长栗蔚称："2025年整体体系完成试验验证阶段，算力标识网关、高性能传输协议、异构计算API 等标准化接口和协议在试验阶段实现公共算力标准化互联可行，到2028年形成具备智能感知、实时发现、随需获取的算力互联网。" 国际数据公司预计，中国智能算力规模仍将保持高速增长，2025年将较2024年增长43%，2026年中国智能算力规模将达到2024年的两倍。 ...

Core Viewpoint - The article discusses the proposals by the Sichuan Provincial Committee of the Communist Party of China for the 15th Five-Year Plan, emphasizing the development of a new energy system and the establishment of Sichuan as a strong province in clean energy [1] Group 1: New Energy Development - The plan includes the construction of a new energy system and aims to create an integrated clean energy base in the "Three Rivers" basin [1] - There is a strong push for the development of renewable energy and the acceleration of regulatory power source construction [1] - The plan highlights the importance of enhancing the provincial power grid at all levels and promoting cross-provincial power transmission projects [1] Group 2: Infrastructure and Storage - The proposal emphasizes the development of new energy storage solutions and the construction of oil and gas production bases in Sichuan and Chongqing [1] - It aims to increase the reserves and production of natural gas, particularly shale gas, and strengthen shale oil exploration and development [1] - The plan includes the construction of new infrastructure, focusing on data infrastructure and the integration of computing power, establishing Sichuan as a national hub for integrated computing networks [1] Group 3: Traditional Infrastructure - There is a call for the modernization and digital transformation of traditional infrastructure, promoting the integration of facilities across different sectors [1]

Core Insights - The company, Lian Technology, ranks 26th in the "Top 30 Computing Power Centers" list published by Deben Consulting, indicating its growing presence in the computing power sector [1] - Lian Technology is focusing on building a comprehensive computing power network across key regions in China, leveraging its AI computing power parks in Southwest China and Guangzhou [1] Company Strategy - The company is developing a "computing power + algorithm + application" ecosystem to enhance its innovative applications in the computing power sector [1] - Lian Technology aims to efficiently allocate computing resources by integrating regional systems and resource reuse, contributing to the national integrated computing power network [1] Future Plans - The company plans to expand its data center operations in major urban areas such as Beijing-Tianjin-Hebei, Hangzhou Bay, the Greater Bay Area, Chengdu-Chongqing, Wuhan, and Xinjiang, capitalizing on its strengths in the IDC sector [1]

Core Viewpoint - The company is focusing on building a comprehensive AI computing power ecosystem by leveraging its strengths in the IDC sector and expanding its data center operations across key regions in China [1] Group 1: Company Strategy - The company is developing an AI computing power park in Southwest China and a computing center in Nansha, Guangzhou, as part of its network layout around the national eight major computing power hubs [1] - The company aims to create an innovative application ecosystem that integrates computing power, algorithms, and applications, facilitating efficient allocation of computing resources [1] Group 2: Future Plans - The company plans to expand its data center business in cities such as Beijing-Tianjin-Hebei, Hangzhou Bay, Greater Bay Area, Chengdu-Chongqing, Wuhan, and Xinjiang [1] - The company is closely monitoring the development of the Xinjiang International Integrated Computing Power Center project and possesses the technical and service capabilities to support such projects [1] - Currently, the company has not signed a formal cooperation agreement for the first phase of the project but intends to actively pursue related cooperation opportunities [1]

Core Insights - China is launching the "Chinese Stargate" plan to enhance its AI capabilities and challenge the US's dominance in AI computing power [1][2] - The "Chinese Stargate" project involves the construction of large-scale data centers in Wuhu, Anhui, aimed at consolidating AI infrastructure [1][4] - The US currently holds approximately 75% of global computing power, while China accounts for only 15% [2][5] Group 1: Project Overview - The "Chinese Stargate" project is part of China's strategy to prioritize scarce computing resources for maximum economic output [1][4] - The Wuhu data center will serve major cities in the Yangtze River Delta, including Shanghai and Nanjing, and is part of a broader initiative to improve data center management across the country [2][4] - The project includes four new AI data centers operated by major Chinese telecom companies [4][5] Group 2: Investment and Infrastructure - A total of 15 companies have invested approximately 270 billion RMB in data center construction in Wuhu [5] - Local government subsidies can cover up to 30% of AI chip procurement costs, making it more attractive for companies to invest in the region [5] - The "East Data West Computing" initiative aims to connect dispersed computing resources across China, enhancing overall efficiency [6][7] Group 3: Future Projections - By 2025, Wuhu's data center cluster aims to reach a scale of 600,000 racks and 25,000 PetaFLOPS of intelligent computing power [8] - The proportion of inference computing power in China's intelligent computing is expected to rise to 72.6% by 2027 [8] - The public cloud share of AI servers in China is projected to exceed 50% by 2025 [8]

Core Insights - The 2025 China Computing Power Conference highlighted the significant advancements in China's computing power industry, indicating a shift towards high-quality and large-scale development [1][2][3] Group 1: Industry Development - As of June 2023, China has 10.85 million standard racks in use for computing power centers, with intelligent computing power reaching 788 EFLOPS [1] - The total storage capacity has exceeded 1680 EB, and the average Power Usage Effectiveness (PUE) of computing centers has decreased to 1.42, reflecting improved efficiency [1] - The Ministry of Industry and Information Technology aims to enhance the construction of diverse, intelligent, agile, secure, and green computing power infrastructure [1][2] Group 2: Market Trends - The demand for intelligent computing is rapidly increasing, driven by the development of artificial intelligence, with a notable shift from scale expansion to high-quality development [2][4] - The computing power structure is transitioning from a focus on training to a dual emphasis on inference and training, with inference power expected to reach ten times that of training power in the future [4] - The market is evolving from basic computing resource needs to more sophisticated requirements, such as knowledge base construction and model fine-tuning [7][8] Group 3: Technological Innovations - Innovations in computing technology and hardware upgrades are accelerating the application of domestic computing power, with improvements in core capabilities such as collaborative scheduling and elastic expansion [3][6] - The introduction of new cooling technologies, such as immersion cooling, has significantly reduced PUE values to as low as 1.04 in some centers [3] Group 4: Platform Integration - The China Computing Power Platform has successfully integrated with ten provincial sub-platforms, achieving comprehensive connectivity across various resources and ecosystems [5][6] - By the end of July 2023, over 1,000 enterprise users had registered on the platform, with more than 100 service providers and over 110 quality computing power products available [5] Group 5: Policy and Strategic Initiatives - The Ministry of Industry and Information Technology plans to accelerate breakthroughs in key technologies such as GPU chips and promote the application of new technologies in critical sectors like education and healthcare [8] - The focus is on building a robust computing power ecosystem and enhancing the quality of computing resource supply through policy guidance and infrastructure optimization [8]

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]

Core Viewpoint - The company is expanding its presence in the renewable energy sector through significant contracts in Azerbaijan and domestic projects, driven by strong demand for energy engineering services [3]. Group 1: International Projects - On March 11, the company signed EPC contracts for two large photovoltaic projects in Azerbaijan, marking its first major undertaking in the country [2]. - The Bilasuvar project is noted as the largest photovoltaic project currently under construction in Azerbaijan, with a total capacity of 445MW [2]. - Azerbaijan aims to increase its renewable energy generation share from 20.3% in 2023 to 30% by 2030, indicating a growing market for renewable energy projects [3]. Group 2: Domestic Market Developments - The company is experiencing a surge in domestic orders due to a new electricity pricing policy that has sparked a rush for installations [3]. - Recent domestic contracts include a 75MW wind power project and multiple engineering projects for the State Grid, showcasing the company's ability to secure significant contracts [3]. Group 3: Strategic Initiatives - The company is actively participating in the construction of a national integrated computing power network, leveraging its technological advantages in green energy [4]. - Investments in data center projects are underway in several key locations, with the Gansu Qingyang data center set to begin operations in September 2024 [4]. - The company has signed a conditional share subscription agreement with Chengdi Xiangjiang to establish a "national team" for computing power centers [4].