工业和信息化部新闻宣传中心总编辑王保平强调，1ms城市算网逐步成为连接国家战略与地方发展的关 键纽带，其建设意义深远，我国央地协同持续推动城市算网能力建设，推动算力产业高质量发展。王总 编指出，要构建低时延、高可靠、强安全的城市算网发展体系，未来仍需强化技术创新、深化算力赋 能、优化协同机制，并呼吁政企产学研用携手，为建设网络强国、数字中国贡献力量。 四川省信息化工作办公室专职副主任陈文涛指出，四川省近年来立足"川渝一体、全域协同、绿色低 碳"的发展定位，构建起全方位的算力产业发展体系，并出台相关政策明确全国一体化算力网络成渝国 家枢纽节点建设方案。同时，政府部门积极推动算力产业供需对接，促进产业深化合作，通过多项组合 政策支持普惠用算、便捷用算。 本报讯(记者贾丽)加快推进1ms城市算网建设应用，不仅是落实《算力基础设施高质量发展行动计划》 中"打造算网城市标杆"的重要载体，更是承接"东数西算"国家战略、优化区域算力资源配置的关键举 措。 四川省通信管理局党组成员、副局长钱海燕介绍了四川省的算力产业发展现状，按照"建用研"一体推 进，体系化、规模化开展基础设施建设，算力中心和网络设施建设成效显著，算力中心集 ...

转自：证券时报 人民财讯12月11日电，国产算力产业上下游巨头中科曙光与海光信息之间的吸收合并大戏宣告终止。中 科曙光股价随即跌停，海光信息微跌。在人工智能热潮下，这场曾经被寄予打造垂直一体化"算力航 母"的交易，如今宣布各自扬帆起航，也为上市公司资产重组敲响风险警钟：即便风头无两的龙头股， 重组整合也难保万无一失。 ...

Core Insights - Sichuan has five products selected in the "Computing Power Strong Foundation" initiative by the Ministry of Industry and Information Technology, highlighting the province's advancements in computing power and data industries [1][2] Group 1: Selected Products - The selected products from Sichuan include: - "New Refrigeration System" by Yimikang Technology Group Co., Ltd. - "Intelligent Operation and Maintenance Robot for Computing Centers" by Sichuan Yunshangtianfu Technology Co., Ltd. - "Dual Cold Source Heat Pipe Multi-Split Air Conditioning System for Computing Power" by Sichuan Supin Information Technology Co., Ltd. - "Zero Carbon Space Computing Center" by Chengdu Guoxing Aerospace Technology Co., Ltd. - "AI-based Network Security Supervision Platform" by China Railway Chengdu Science and Technology Research Institute Co., Ltd. [1] Group 2: Initiative Overview - The "Computing Power Strong Foundation" initiative is a national-level major technological research program organized by the Ministry of Industry and Information Technology, focusing on six key areas: computing, storage, networking, applications, green technology, and security [2] - The initiative aims to select enterprises and institutions with strong innovation capabilities and key core technologies through a "reveal and take charge" mechanism to tackle significant technological products and solutions [2] - Sichuan has also issued the "Sichuan Province High-Quality Development Action Plan for Computing Power Infrastructure (2024-2027)," which emphasizes the development and demand for intelligent computing power, optimizing overall layout, enhancing operational efficiency, and promoting green and secure development [2]

Core Insights - The article highlights the rapid development of computing power in China, emphasizing its critical role in the AI industry and the ongoing efforts to optimize and expand computing resources across the nation [1][2][3]. Group 1: Company Developments - Hunan Huishiwei Intelligent Technology Co., led by young entrepreneur Gu Shanzhi, is advancing its self-developed "Juzhou" large model, benefiting from the powerful computing resources provided by the National Supercomputing Internet [1]. - The company has trained 40 million images, significantly enhancing its model's performance while reducing research and development costs due to affordable domestic computing power [1]. Group 2: Industry Trends - The national integrated computing network is being established to address issues such as supply-demand mismatches and high costs in computing resources, allowing more users to access efficient computing services [1][2]. - Policies like the "East Data West Computing" initiative and various action plans have been implemented to accelerate the construction of a unified national computing network, optimizing resource allocation and enhancing application scenarios [2]. - The computing resource layout in China is evolving, with a tiered structure of hub nodes, regional centers, and local edge computing, as indicated by the "2025 Computing Development Report" [2]. Group 3: Future Outlook - The computing industry in China is experiencing structural optimization and technological innovation, with a focus on collaborative resource management and dynamic optimization capabilities [3]. - Companies like Sugon are addressing technical challenges in multi-computing integration and heterogeneous collaboration, aiming to foster an open computing ecosystem that supports AI and other digital technologies [3].

新华社北京11月30日电 题：织起全国一张网，看算力普惠按下"加速键" 新华社记者温竞华、周圆 在湖南汇视威智能科技有限公司，"95后"创业者顾善植正带领团队加班加点，迭代升级自主研发的"橘 洲"大模型。依托国家超算互联网的强大算力支持，该大模型高效完成了4000万张图片的训练，性能快 速提升。 山东汇聚融合全省16地市及周边省份算力资源，入网算力中心资源利用率平均提升40%，赋能1000多个 应用场景；贵州创新发放"算力券"，为企业提供多样化激励，降低用户用算成本；江苏打造智算算力网 AI开发平台，统筹纳管异构异属异域的智算资源，实现全局能用、好用…… 当前，我国算力资源布局进一步优化，算力基础设施已初步形成枢纽节点、区域中心、本地边缘梯次化 布局架构。《2025运力发展报告》显示，我国已初步形成1ms时延城市算力网、5ms时延区域算力网、 20ms时延跨国家枢纽节点算力网。 "十五五"规划建议提出，"适度超前建设新型基础设施，推进信息通信网络、全国一体化算力网、重大 科技基础设施等建设和集约高效利用""强化算力、算法、数据等高效供给"。 中国信息通信研究院副院长魏亮认为，我国算力领域已取得显著进展，算力产 ...

Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes accelerating innovation in artificial intelligence and digital technologies, highlighting the importance of computing power as a new productive force in the digital economy [1] Group 1: Importance of Computing Power - Computing power integrates information processing, network capacity, and data storage, becoming a key production factor in the transition from industrial to digital civilization [1] - The enhancement of computing power is crucial for supporting the transformation of traditional industries and the development of strategic emerging industries [1] Group 2: Challenges in the Computing Power Industry - The computing power industry faces challenges such as resource fragmentation and low utilization rates, which hinder its vitality [2] - There is a need for breakthroughs in key core technologies and improvements in computing power assurance capabilities [2] Group 3: Development Strategies - Promoting the construction of computing power centers and optimizing the supply structure is essential for matching national computing resource supply with regional demand [2] - Encouraging core technology breakthroughs and enhancing autonomous supply capabilities in computing power are vital for advancing the industry [3] Group 4: Standardization and Regulation - National departments should lead the establishment of technical standards and regulations for computing power, ensuring legal compliance in service provision [4] - Clear market operation rules and effective regulatory measures are necessary to foster a healthy ecosystem for the computing power industry [4]

Core Viewpoint - The computing power sector is experiencing increased volatility, but the demand driven by AI remains robust, presenting opportunities during adjustments [1] Group 1: AI and Computing Power Demand - The demand for computing power driven by AI is expected to remain strong, indicating a positive outlook for the sector [1] - The current period is likened to an industrial revolution, suggesting that the impact of AI will be profound and should be observed from a long-term perspective [1] Group 2: Quantum Technology Developments - Quantum technology is identified as a key future industry for national development, with significant potential for economic growth [1] - Recent advancements in the quantum computing industry include the collaboration between China Telecom Quantum Group and GuoDun Quantum to build and test a superconducting quantum computer named "Tianyan-287" [1] - IBM has also released two new quantum processors, highlighting ongoing innovation in the field [1] - There is a recommendation to focus on components such as dilution refrigerators and low-temperature coaxial cables within the quantum technology sector [1]

Core Insights - CIMG Inc. has announced that its subsidiary, Xinmiao Times, has been authorized as a distributor for Inspur Information, marking its entry into the computing power industry [1][2] - This partnership is expected to enhance CIMG's presence in the high-growth computing power sector and leverage Inspur's technology and ecosystem resources [2][3] Company Overview - CIMG Inc. specializes in digital health and sales development, utilizing technology and marketing to boost partners' sales growth [1] - The company employs AI and cryptocurrencies to drive industry growth and enhance user acquisition and brand management [3] Strategic Implications - The collaboration with Inspur aligns with CIMG's long-term strategy to deepen its presence in the computing power industry, aiming to build competitive advantages [3]

Core Insights - The National Development and Reform Commission (NDRC) highlights existing issues in China's computing power infrastructure, including small and scattered facilities and low efficiency of outdated equipment, indicating significant room for improvement in energy-saving and carbon reduction efforts [1] - First Shanghai Securities expresses optimism about the sustained high growth in computing power demand driven by AI applications, noting that both domestic and international AI applications are reaching a commercialization turning point [1] - Huaxi Securities recommends focusing on the domestic computing power industry chain, citing the unexpected growth of Alibaba Cloud and the launch of Huawei's super node cluster products as factors increasing attention on domestic computing power and AI applications [1] Industry Developments - The NDRC plans to prioritize the large-scale, intensive, and green development of computing power infrastructure, aiming to enhance efficiency through optimized construction layouts [1] - Domestic computing power capacity bottlenecks are expected to be broken through by 2026, with a significant increase in domestic chip production anticipated [1] - The acceleration of commercialization by overseas AI giants like OpenAI is expected to maintain high demand for computing hardware [1] Market Trends - The recent IPO approval of Moore Threads is expected to accelerate the scale and penetration of domestic AI computing power and applications [1] - The overall domestic computing power level is anticipated to improve due to advancements in manufacturing processes and chip architecture upgrades, which may lead to an increase in domestic market share [1]

Core Viewpoint - Hainan Huatie (603300.SH) has recently made significant announcements, including the termination of a major contract and a shift in shareholder strategy, which have drawn considerable market attention [1][2]. Group 1: Shareholder Actions - The second-largest shareholder, Hu Danfeng, has announced the termination of a planned share reduction and intends to increase his stake in the company by investing between 30 million to 50 million yuan within the next month [1]. - This decision is based on Hu's confidence in the company's long-term development and investment value, aiming to enhance investor confidence [1]. Group 2: Contract Termination - Hainan Huatie's subsidiary, Huatie Dahuangfeng, has terminated a significant 5-year contract worth 3.69 billion yuan for computing power services due to changes in market conditions and lack of purchase orders since the contract was signed [2]. - The termination of this contract is classified as a routine business contract and is not expected to impact the company's normal operations or financial status significantly [2]. Group 3: Company Background and Financials - Hainan Huatie, originally known as "Huatie Emergency," transitioned into the computing power sector in May 2024, focusing on high-end GPU computing power leasing [3]. - As of June 2025, the company reported cumulative computing power asset deliveries exceeding 1.4 billion yuan, although specific revenue from computing services has not been separately disclosed in financial reports [3]. - As of September 30, the company's stock price was 9.68 yuan per share, down 27% from its peak of 13.26 yuan, with a total market capitalization of 19.326 billion yuan [4].