财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①收购超大规模算力运营商+首发SST智能直流方案，这家公司还在AI领域完成液冷、光芯片、机器人等 业务布局，打造算力一体化平台；② "史上最严"充电宝新规将落地，这家公司作为小充品类的第一品牌 有望受益行业β和细分需求增长，已与宁德时代联合研发电芯。 前言 ...

Group 1 - The rapid growth of computing power demand is becoming a core engine driving the development of the digital economy in China, with traditional industries and emerging fields both contributing to this demand [1][2] - The "computing power voucher" policy is being implemented across various government levels to reduce the cost of computing power for enterprises, with cities like Hangzhou and Anhui leading the way in providing financial support [2][3] - The policy has successfully attracted over 500 enterprises to purchase computing resources in Guizhou, with a total contract amount of 6.3 billion yuan, showcasing its effectiveness in stimulating local economic growth [2][3] Group 2 - The integration of computing power resources is essential to address issues of fragmentation and inefficiency, with a national unified computing power monitoring and scheduling system being proposed [5][6] - The development of a one-stop computing power service platform is underway, with significant resources being pooled to enhance service offerings and facilitate transactions exceeding 20 billion yuan [6][7] - The establishment of an integrated computing power system is seen as a key driver for small and medium-sized enterprises to lower innovation costs and promote technological collaboration [7]