硬核发布，接踵而至！2025年中国国际信息通信展览会正如火如荼地进行，它不仅是一场行业精英的聚 会，更是一次驱动未来的创新风暴。 开展两日以来，一系列凝聚行业智慧、引领产业变革的成果相继揭晓，为产业发展标注了崭新的坐标， 开启了充满无限想象的崭新篇章。 信息通信业赋能碳达峰碳中和创新论坛 信息通信业赋能碳达峰碳中和创新论坛上举行了第三届"新绿杯"全国总决赛的颁奖典礼。 "新绿杯"促进了优秀实践经验和发展模式推广，持续拓宽信息通信行业赋能绿色发展的新场景、新模 式、新技术和新应用，充分释放信息通信行业赋能全社会节能降碳的广阔潜力。 量子科技产业研讨会 在量子科技产业研讨会上，中国信息通信研究院发布《量子计算发展态势研究报告（2025年）》，分析 量子计算领域国内外技术进展趋势和应用产业发展前景，为业界开展基准测评、系统软硬件测试验证和 云平台能力分级等提供支撑和参考。 万兆光网创新发展论坛 万兆光网创新发展论坛发布了《电信普遍服务发展状况》报告，电信普遍服务通过普遍的宽带接入缩小 区域和城乡数字鸿沟，可以让广大用户共享高速宽带带来的发展红利。 算力互联网赋能人工智能发展论坛 算力互联网赋能人工智能发展论坛上，在 ...

Core Viewpoint - The article highlights the recent surge in A-share market, particularly in technology stocks, with significant gains in sectors such as gaming, AI applications, nuclear fusion, and computing hardware, indicating a bullish market trend [3][5][6]. Market Performance - The ChiNext Index reached a three-year high, with technology stocks leading the gains. Notable performers include Inspur Information, which hit a daily limit with a transaction amount of 7.73 billion yuan, and Zhongke Shuguang, which rose over 6% to reach a historical high [3][6]. - The overall market saw the Shanghai Composite Index slightly decline by 0.01%, while the Shenzhen Component Index increased by 0.67%, and the ChiNext Index rose by 1.58%. The total market turnover was 2.39 trillion yuan, an increase of 446 billion yuan from the previous trading day [5][6]. Sector Highlights - The technology sector showed strong performance with multiple sub-sectors, including servers, computers, semiconductors, and ultra-broadband technology, experiencing significant gains. Leading technology stocks such as CATL, Inspur Information, and Zhongke Shuguang reached historical highs [6][9]. - The copper sector also saw substantial gains, with companies like Precision Instrument and Luoyang Molybdenum hitting their daily limits. The main copper futures contract on the Shanghai Futures Exchange rose over 3% [5][9]. New Listings - Three new stocks listed on the ChiNext, namely N Jianfa, N Lianhe, and N Jinhua, experienced remarkable first-day gains of 418.58%, 147.6%, and 133%, respectively. N Jianfa's closing price was 36.56 yuan, with a market capitalization of 15.402 billion yuan [12][14]. Industry Catalysts - Recent announcements, such as the establishment of a national computing power internet service platform and policies to support data centers and cloud computing, are expected to boost the technology sector. Alibaba's collaboration with NVIDIA and significant investments in AI infrastructure further indicate a positive outlook for the industry [9][10]. - Market research indicates that global big data IT investment is projected to reach approximately 413.4 billion USD by 2025, with a compound annual growth rate (CAGR) of about 16.4% expected until 2029, suggesting a favorable environment for related companies [9][10].

Group 1: Market Performance - The A-share ChiNext index reached a three-year high, with significant gains in sectors such as gaming, AI applications, nuclear fusion, and computing hardware [1] - Technology stocks surged, with Inspur Information hitting the daily limit, and Zhongke Shuguang rising over 6%, reaching a historical high [1][5] - The copper sector also saw substantial gains, with companies like Jingyi Co. and Luoyang Molybdenum hitting the daily limit, and copper futures rising over 3% [2] Group 2: Key Stocks and Trends - Notable technology stocks that reached historical highs include Ningde Times, Inspur Information, and Zhongke Shuguang, indicating strong investor interest in leading companies [5] - The controlled nuclear fusion concept gained traction, with Shanghai Electric hitting the daily limit and closing at 9.76 yuan per share, with a market capitalization of 151.67 billion yuan [1] - New stocks listed on the ChiNext saw significant first-day gains, with N Jianfa Zhi rising 418.58%, indicating strong market enthusiasm for new offerings [10][12] Group 3: Industry Catalysts - Recent announcements regarding the national computing power internet service platform and the establishment of international data centers are expected to enhance the efficiency of computing resources [7][8] - The IDC forecasts that global big data IT investment will reach approximately $413.4 billion by 2025, with a compound annual growth rate (CAGR) of about 16.4% expected until 2029, suggesting a robust growth outlook for related companies [8][9] - The upcoming quarterly earnings reports for AI-related companies are anticipated to be positive, with strong demand for AI-driven products and services [9]

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].

国家算力互联网平台建设负责人 魏博锴：国家算力互联网服务平台已实现注册下发算力标识超102万 条、聚合了国内运营商52条"数据快递"专线，有效消除了以往企业因网络条件限制而不得不采用"背硬 盘"等物理传输方式迁移数据的困境。 数据显示，截至今年8月，我国算力互联网消费级用户规模近千万，人工智能领域用算量位居首位，工 业计算、视频渲染、科学计算等场景用算量均呈持续攀升态势。 国家算力互联网服务平台9月24日对外宣布，我国已经实现31个省区市算力标识系统全线贯通，与此同 时，50多条数据快递线路首次上线。 (责任编辑：王晨曦) 国家算力互联网服务平台还通过整合全国560个算力资源池的运行数据和136家企业的交易信息，正式推 出业内首个算力金融指数。该指数不仅能够实时反映全国算力价格波动情况，还能为算力供需双方提供 科学的定价依据，形成动态更新的价格指标体系，为算力市场提供客观、精准的价格参考。 为了让不同架构、不同地域的公共算力资源实现标准化互联，国家算力互联网服务平台算力标识系统为 全国31个省(自治区、直辖市)的算力资源赋予"统一数字身份证"，实现算力标识数据的全线贯通，大幅 提升算力资源的发现、流通、匹配效 ...

央视网消息：9月24日，中国电力企业联合会发布中国电气化年度发展报告。显示，目前我国电气化率已超过28%，高于欧美主要发达经济 体。 最新数据显示，2024年，我国电气化率约为28.8%，比上年提高0.9个百分点，中国电气化率已经高于欧美主要发达经济体。 东部、中部、西部、东北地区电气化率分别达到约31.6%、27.5%、29.3%、16.8%。其中，14个省（区、市）的电气化率超过全国平均水平。 报告显示，工业领域电气化率稳中有升，高技术及装备制造业合计电气化率达到64.7%。此外，消费品制造业、批发和零售业及住宿和餐饮 业、农业与乡村居民生活电气化率都呈现上升态势。 到2030年，全国电气化率预计将达到35%左右，超出经济合作与发展组织国家平均水平8到10个百分点。 所谓电气化率，是指电能占终端能源消费的比重。较高的电气化率，既反映出我国电力供给能力不断增强，也体现出我国能源绿色低碳转型步 伐加快。 我国5G移动电话用户超过11亿 统计数据显示，截至8月末，我国5G移动电话用户达11.54亿户，占移动电话用户的63.4%；5G基站总数达464.6万个，占移动基站总数的 36.3%。 工业和信息化部总工程师 ...

国家算力互联网服务平台此次创新推出包括中移(苏州)软件技术有限公司、中移(动)信息技术有限公 司、中国电信股份有限公司研究院、联通数字科技有限公司的52条"数据快递"专线，企业用户不用自建 专线，可基于平台弹性使用专线服务，大幅提升数据传输效率，降低成本。 中新社北京9月24日电 (记者 刘育英)在9月24日举行的2025中国国际信息通信展览会"算力互联网赋能人 工智能发展"专题论坛上，国家算力互联网服务平台正式发布31省份标识系统、52条数据快递线路等多 项创新成果，标志着中国算力互联网建设迈入"一池共享、一网互联、一图洞察、一触即达"的新阶段。 算力标识作为算力资源的"数字身份证"，解决了长期以来困扰行业的资源标准化难题，真正实现了算力 资源的"一码通行"，大幅提升了算力资源的发现和匹配效率。 国家算力互联网服务平台的算力标识系统目前已实现对全国31个省(区、市)的全面覆盖，算力标识数据 全线贯通。截至目前，已注册下发算力标识超102万条、聚合公共算力资源超117EFlops(每秒百亿亿次 浮点运算)。 数据快递专线基于超低时延网络技术，针对不同应用场景提供差异化服务。专线网络实现了跨地域数据 的高效、安 ...

Group 1 - The "National Computing Power Internet Service Platform" seminar focused on the verification of long-distance RDMA protocol for large model training, marking a significant milestone for the construction of the computing power internet trial network [1][2] - The seminar was attended by leaders from Shanghai Communications Administration, China Academy of Information and Communications Technology, COSCO Shipping Technology, Shanghai Telecom, and Huawei, highlighting the collaborative effort in advancing the computing power internet initiative [1][2] - The initiative aims to enhance the stability and security of long-distance data transmission for large model training, replacing traditional data transfer methods with advanced RDMA protocol [3] Group 2 - The construction of the computing power internet trial network is expected to strengthen China's competitive advantage in the information and communication industry, optimize national computing resource allocation, and support technological innovation in fields like artificial intelligence [4] - Future plans include exploring more verification scenarios and testing innovative technologies to continuously support the development of the computing power internet trial network [4]

Core Viewpoint - The article discusses the rising trend of low-precision computing, particularly focusing on the FP8 format, driven by the increasing demand for AI computing power and the advancements in domestic chip technology. The release of DeepSeek-V3.1 marks a significant step towards the adoption of low-precision calculations in the industry, which is expected to enhance efficiency and reduce costs in AI model training and inference [3][11][12]. Group 1: Industry Trends - The chip index and AI computing power index have shown significant growth, with the chip index rising by 19.5% and the AI computing power index increasing by 22.47% over the past month [3]. - The introduction of DeepSeek-V3.1, which utilizes UE8M0 FP8 parameters, is seen as a pivotal moment in the transition to the agent era in AI [3][11]. - The industry is shifting from a focus on acquiring GPUs to optimizing computing efficiency, with low-precision formats like FP8 gaining traction due to their advantages in memory usage and processing speed [9][10]. Group 2: Technical Developments - FP8 is an 8-bit floating-point format that offers significant benefits over traditional formats like FP32 and FP16, including reduced memory usage (0.5x for FP8 compared to FP16) and improved transmission efficiency (2x for FP8) [10]. - The adoption of FP8 has been facilitated by the establishment of the MX specification by major tech companies, which allows for large-scale implementation of low-precision calculations [8][9]. - The successful application of FP8 in complex AI training tasks by DeepSeek is expected to attract attention from AI developers and research institutions [9][12]. Group 3: Market Dynamics - The market share of domestic chips is projected to rise to 38.7% by Q2 2025, reflecting a growing trend towards domestic alternatives in the AI chip sector [12]. - The shift towards low-precision computing is driven by the need for more efficient hardware to support the increasing computational demands of large AI models [12][17]. - The domestic AI chip industry is moving towards a sustainable path, with a positive cycle established between financing, research and development, and practical applications [17].

Group 1 - The 2025 China Computing Power Conference opened with the theme "Building the Foundation of Computing Power to Lead the Future," highlighting the acceleration of the construction of China's computing power platform, with 10 provinces and cities already connected [1] - The China Computing Power Platform integrates computing resources from different regions and industries, creating a unified network for computing power scheduling, enabling comprehensive data collection and dynamic monitoring of computing power development [3] - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan," aiming to establish a complete standard and rule system for computing power interconnection by 2026, and to achieve standardized interconnection of public computing power nationwide by 2028 [5] Group 2 - China's total computing power scale has been growing at an annual rate of around 30%, driven by the rapid development of artificial intelligence, leading to a surge in demand for intelligent computing power [7] - The China Telecom Research Institute predicts that by 2035, artificial intelligence will contribute over 11 trillion yuan to China's GDP, accounting for approximately 4% to 5% of GDP, potentially driving a tenfold to hundredfold increase in computing power demand [7] - The Ministry of Industry and Information Technology aims to guide the reasonable layout of intelligent computing facilities to improve the quality of intelligent computing supply, meeting the needs of emerging and future industries [9]