Core Insights - Gansu province, often perceived as underdeveloped, has emerged as a significant player in the semiconductor industry, ranking third in integrated circuit production in China with 73.84 billion units in 2024, only behind Jiangsu and Guangdong [1][4] - Tianshui, a city in Gansu, is responsible for the entire integrated circuit output of the province, surpassing major cities like Shenzhen and Suzhou in production volume [7][12] - Despite high production numbers, Tianshui's integrated circuit industry faces challenges, including a focus on low-end chips and a lack of presence in higher-value rankings [12][15] Production and Ranking - In the first half of 2024, Gansu's integrated circuit production reached 43.112 billion units, briefly overtaking Guangdong to become the second-largest producer in the country [4] - From 2017 to 2022, Gansu consistently held the second position in integrated circuit production, only recently being surpassed by Guangdong [4] - Tianshui's contribution of 73.84 billion units in 2024 exceeds that of Shenzhen (66.91 billion units) and Suzhou (41.5 billion units) [7] Industry Characteristics - Tianshui's integrated circuit industry primarily focuses on packaging and testing, lacking in chip design and manufacturing capabilities, which limits its overall industry value [15] - In 2023, Tianshui's integrated circuit industry output value was only 21.16 billion yuan, significantly lower than cities like Shanghai, Wuxi, and Shenzhen, which have industry values in the range of hundreds of billions [12] - Gansu's "14th Five-Year Plan" for electronic information industry development aims to enhance the integrated circuit sector and target high-end markets, with a focus on AI computing power [15]

Group 1: Data Computing Industry - The Hohhot City has signed 15 key computing power projects with a total investment exceeding 50 billion, expected to provide over 120,000 PetaFLOPS of computing power by the end of 2025 [2] - The computing power scale in Hohhot has reached 101,000 PetaFLOPS, with intelligent computing accounting for 96,000 PetaFLOPS, ranking first in the country [2] - The region has established a complete industrial chain ecosystem from upstream equipment manufacturing to downstream application development, with 45 computing equipment manufacturing enterprises settled [2][3] Group 2: Green Agricultural and Animal Husbandry Products Industry - The green agricultural and animal husbandry products industry is accelerating high-quality development through project construction, with a focus on the lactic acid bacteria industrialization smart factory as a benchmark project [3] - The industry has built a comprehensive industrial chain covering dairy, meat, grass, and alternative food, with major enterprises like Mengniu and Charoen Pokphand leading the way [4] - By 2025, significant investments will continue in the green agricultural and animal husbandry products sector, ensuring the completion of various projects to enhance quality and efficiency [4] Group 3: Airport Economy Industry - The airport economy industry is rapidly emerging, leveraging the construction of the Shenglai International Airport to develop a comprehensive aviation industry chain [6] - Key projects related to the airport, including maintenance bases and food catering, are set to be completed this year, laying a solid foundation for the airport economy [6] - The ongoing development of the airport is expected to enhance economic exchanges and cooperation, attracting more enterprises and talent to the region [6]