算力产业

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鄂尔多斯聚“算”成势:WEC2025世界算力博览会成功举行
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-19 07:38
Core Insights - The WEC2025 World Computing Power Expo successfully took place in Ordos, showcasing a record 71 exhibitors and emphasizing the integration of computing power technology with green energy [1][2][12] - The expo focused on six key areas: artificial intelligence, computing infrastructure, computing services, education and research, urban cultural exchange, and various display activities [2] - The event highlighted the development of the computing power industry in Ordos, with a comprehensive exhibition area featuring 14 companies from the computing power supply chain [4] Industry Overview - The WEC2025 presented a panoramic view of the computing power industry, covering three core areas, 12 sub-industries, and 78 vertical tracks, establishing a complete ecosystem from computing foundation to application scenarios [3] - The expo featured significant advancements in liquid cooling technology, which is becoming mainstream due to its high efficiency and reliability, with notable products like the Nebula800 platform being showcased [6][7] - The event also highlighted the importance of AI and cloud computing, with companies like Beijing Parallel Technology demonstrating their parallel computing network architecture and services for major model enterprises [8] Technological Innovations - The expo showcased the first standardized ultra-intelligent integrated computing platform, Nebula800, which addresses complex computing tasks in various fields [6][7] - High-throughput Ethernet (ETH+) technology was prominently featured, with several key products launched, including a 400G smart network card and a 25.6T switch chip [9] - Lenovo presented its comprehensive solution based on the heterogeneous intelligent computing platform, emphasizing its strategic approach to scientific and intelligent computing [9] Networking and Collaboration - The expo served as a vital platform for industry exchange, connecting research breakthroughs with practical applications and facilitating collaboration among enterprises, research institutions, and government bodies [12] - The event is expected to drive the evolution of the computing power ecosystem, focusing on technological integration, regional collaboration, and enhancing public services through computing power [12]
中国超级算力正在崛起
21世纪经济报道· 2025-08-15 00:37
记者丨 雷晨 编辑丨朱益民 在数字经济浪潮席卷全球的今天,算力已成为衡量国家竞争力的核心指标。 随着"十四五"规划进入收官阶段,中国算力产业交出了一份令人瞩目的成绩单:算力总规模跃 居全球第二,5G基站数量5年增长5倍,千兆宽带用户激增34倍。 与此同时,国产GPU、光模块、PCB等关键技术领域"多点开花"……一场从"跟跑"到"领跑"的 算力产业跃迁正在加速推进。 在夯实国内基座的同时,中国算力企业凭借技术性价比与场景化经验加速出海。 例如,润建股份在东盟参与24个算力中心建设,飞腾芯片谋划"嵌入式出海"战略;光模块龙头 依托海外AI训练需求,业绩估值双升。 然而,机遇与挑战并存:欧美巨头垄断高端市场,地缘政治风险暗涌。如何将"中国方案"转化 为出海的利器,成为企业下一阶段的核心命题。 随着从"算力平权"向"智算平权"的跃迁,智能算力的建设也在加速推进。上海等地纷纷出台政 策,明确提出到特定时间节点要实现的智算规模目标以及自主可控算力占比要求。 除了数字基础设施实现长足发展,在数字技术创新方面,我国也实现新突破。 刘烈宏表示,过去业界常说"缺芯少魂",形象反映了我国在高端芯片、操作系统等方面自主可 控不足的问 ...
国产算力迎来大航海时代
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 13:20
Core Insights - The computing power industry in China has shown remarkable growth, becoming the second largest globally, with significant increases in 5G base stations and gigabit broadband users [1][3] - Chinese computing companies are accelerating their international expansion, leveraging cost advantages and technical expertise, while facing challenges from established Western competitors [2][7] Industry Development - China's computing power infrastructure is expanding rapidly, with major telecom operators increasing their server capacities and investments in computing power [3][4] - By mid-2025, the number of 5G base stations is expected to reach 4.55 million, a fivefold increase since 2020, and gigabit broadband users are projected to grow 34 times to 226 million [3][4] Technological Advancements - Significant breakthroughs in key technologies such as integrated circuits and artificial intelligence have been achieved, with China holding 60% of global AI patents [4][6] - Domestic companies are showcasing advanced products and technologies, indicating a shift towards self-sufficiency in high-end chips and related technologies [4][5] International Expansion - Chinese companies are capitalizing on their technological advancements and cost advantages to penetrate overseas markets, particularly in Southeast Asia [2][8] - The government is supporting this international push through policies that encourage technology sharing and infrastructure development for computing power exports [8][9] Market Opportunities and Challenges - The demand for computing power in international markets remains strong, particularly in AI and cloud computing sectors, with expectations of continued growth in capital expenditures from overseas cloud service providers [6][9] - However, competition from established Western firms poses a significant challenge, as they continue to invest heavily in the computing power sector [9]
港股异动 | 山高控股(00412)尾盘涨超4% 本月底将发布业绩 机构称未来数年公司业绩有望快速增长
智通财经网· 2025-08-14 07:36
Group 1 - The core viewpoint of the article highlights that Shandong High-speed Holdings (00412) is experiencing a stock price increase, attributed to its upcoming board meeting to consider mid-term performance and strategic partnerships [1] - The company is set to hold a board meeting on August 29 to approve its mid-term results, indicating a focus on performance evaluation [1] - Shandong High-speed Holdings is the only subsidiary of Shandong High-speed Group with an integrated computing and electricity industry segment, positioning it as a key player in the strategic cooperation with Huawei aimed at developing a "green computing + clean energy" model [1] Group 2 - According to Zhongtai Securities, the company's performance is expected to grow rapidly in the coming years due to its deepening layout in the AIDC industry and the synergistic effects brought by its major shareholder, Shandong High-speed Group [1] - The main revenue growth is anticipated to come from Shandong High-speed New Energy, which will benefit from the booming green electricity market in China [1] - Century Internet is expected to continue benefiting from the development of artificial intelligence and the promotion of the "East Data West Computing" project, contributing to profit growth [1] - The standard investment business is predicted to remain stable, while the risk exposure in non-standard investment business is expected to gradually decrease [1]
半导体板块全线走强,A股成交额突破两万亿元,数字经济ETF涨2.43%
Zheng Quan Zhi Xing· 2025-08-14 03:50
Group 1 - The digital economy sector is experiencing significant growth, with the digital economy ETF (560800) rising by 2.43% and key stocks like Cambricon increasing by 12.28% [1] - The A-share market is seeing an influx of new capital, with the Shanghai Composite Index closing at 3683.46 points, marking a new high since December 2021, and total trading volume exceeding 2 trillion yuan [1] - The semiconductor sector is showing strong performance, driven by profound changes in the computing power industry, with innovations such as liquid cooling technology and advanced packaging gaining traction [1] Group 2 - CICC expresses optimism about the ongoing market rally, suggesting that the A-share market in 2023 resembles an "enhanced version of 2013," with small-cap and growth styles outperforming [2] - The China Securities Digital Economy Theme Index (931582) includes core stocks in the digital economy sector, aligning with high-quality development goals and showcasing the potential of self-controlled industrial chains [2] - Investors are encouraged to consider the Pengyang Digital Economy ETF (560800) and its associated funds for exposure to the digital economy's long-term growth [2]
草原向绿
Jing Ji Ri Bao· 2025-08-13 00:20
岁月荏苒。今日内蒙古,现代产业蓬勃发展。凭借丰富的能源资源和优越的地理位置,内蒙古为全 国数字化转型发展提供强大的算力支持。呼和浩特市、乌兰察布市的算力产业异军突起,吸引了众多数 据中心"安家落户"。中国云谷和林格尔新区已集聚运营商、金融机构、头部企业等建立的46家数据中 心,总算力规模达10.1万P,为承接全国算力需求奠定坚实基础。乳业领域,作为中国的"奶罐",内蒙 古牛奶产量居全国第一。伊利、蒙牛等乳业巨头不断发展壮大,从牧草种植、奶牛养殖到奶制品加工, 形成完整且先进的产业链,产品畅销国内外。 不止于此,光伏产业在广袤草原与荒漠间铺开蓝色矩阵,清洁能源装机容量节节攀升;文旅产业深 挖草原风情与红色记忆,让八方游客沉浸式感受北疆魅力;沙产业则在治沙护沙中蹚出绿色路径,特色 产业链让荒漠蜕变为"金沙滩"。 乘坐高铁前往内蒙古,车窗外绿野广阔,牛羊点缀其间。抗日战争时期,大青山地区因其连接华北 和西北的战略位置,成为日军觊觎之地。在中国共产党的领导下,八路军成立大青山支队,在敌众我寡 的极端条件下,开展艰苦卓绝的抗日游击战争,先后有1000多位抗日将士的鲜血洒在了这片土地上,为 保卫陕甘宁边区、壮大国际反法西 ...
算力互联里的“破立”之法——从夏日经济看统一大市场建设
Ren Min Ri Bao· 2025-08-12 03:12
Group 1 - The core idea emphasizes the importance of data elements and computing power in building a unified national market, highlighting their inherent advantages such as liquidity, high reusability, intangibility, and non-exclusivity [1][2] - The "East Data West Computing" initiative aims to guide computing power demand from the eastern regions to the western regions, facilitating cross-regional allocation of computing resources and enhancing the digital economy [3] - The construction of a unified data and computing market is essential to address the mismatch between supply and demand, as evidenced by the varying utilization rates of computing resources in different regions [1][3] Group 2 - The integration of computing power aims to break down regional and industry barriers, requiring collaboration among government departments, telecom operators, and internet companies to create a cohesive network [2] - The development of digital twin factories and smart agricultural applications demonstrates the practical benefits of computing power integration, leading to reduced operational costs and improved efficiency [4] - The establishment of a unified market is just the first step; addressing challenges such as data security and user privacy during cross-regional data sharing is crucial for long-term success [4][5]
干在实处 闯出新路(前沿观察·挑大梁 看担当)
Ren Min Ri Bao· 2025-08-11 22:01
Group 1: Economic Development and Industrial Upgrading - Guangdong's economic total exceeded 6.8 trillion yuan in the first half of the year, reflecting the proactive spirit and work ethic of local party members and cadres [6][9] - The province's industrial scale accounts for about one-eighth of the national total, with all 31 manufacturing categories represented, emphasizing the importance of traditional manufacturing transformation and upgrading [6][9] - Industrial technology transformation investment in Guangdong increased by 1.8% year-on-year, accounting for over 30% of industrial investment, indicating steady progress in industrial upgrading [9] Group 2: Support for Emerging Industries - The establishment of a dual power supply system with two 220 kV substations in the Shaoguan Intelligent Computing Center ensures stable electricity supply for data processing [10][11] - Local government initiatives focus on talent acquisition and retention to support the growth of emerging industries, with successful recruitment of professionals from major cities [12] - New industrial clusters in Guangdong, such as the Guangzhou International Bio-Island and the Zhuhai Aviation Industrial Park, are becoming significant forces in promoting high-quality development [12] Group 3: Foreign Investment and Business Environment - The successful establishment of the ExxonMobil Huizhou Ethylene Project highlights the importance of tailored government support and efficient service in attracting foreign investment [13][14] - Guangdong saw the establishment of 12,000 new foreign-funded enterprises and actual foreign investment of 50.84 billion yuan from January to May 2025, showcasing the province's enhanced investment appeal [16] - Local governments are actively optimizing the business environment to facilitate foreign investment, as seen in various projects across the province [15][16] Group 4: Rural Revitalization and Agricultural Development - The implementation of high-standard farmland construction in Nanhua City has led to increased agricultural efficiency and collective income growth for local villages [18][19] - The transformation of the Zinan Village into a cultural tourism hub demonstrates the potential for rural areas to leverage tourism for economic development, with projected collective income exceeding 130 million yuan in 2024 [19] - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages" initiative aims to activate the development potential of rural areas through reforms and innovation [19]
算力互联里的“破立”之法(评论员观察)
Ren Min Ri Bao· 2025-08-11 22:01
Group 1 - The core idea emphasizes the importance of data elements and computing power in building a unified national market, highlighting their inherent advantages such as liquidity, high reusability, intangibility, and non-exclusivity [1][2] - The "East Data West Computing" initiative aims to guide computing demand from the eastern regions to the western regions, facilitating cross-regional allocation of computing resources and enhancing the digital economy [3] - The construction of a unified data and computing market is essential to address the mismatch between supply and demand, as evidenced by the varying utilization rates of computing resources in different regions [1][3] Group 2 - The integration of computing power is seen as a means to promote high-quality industry development and regional coordination, with Ningxia serving as a national hub for integrated computing networks [3] - Successful examples of computing power integration include the establishment of a "5G + AI digital twin factory" in Guizhou and smart greenhouse applications in Gansu, showcasing the benefits of reduced operational costs and improved efficiency [4] - The article stresses the need for a long-term vision in building a unified market, focusing on solving issues related to data security and user privacy during cross-regional data sharing [4]
算力互联里的“破立”之法(评论员观察) ——从夏日经济看统一大市场建设④
Ren Min Ri Bao· 2025-08-11 21:39
Group 1 - Data elements possess characteristics such as liquidity, high reusability, intangibility, and non-exclusivity, which provide a natural advantage in supporting the construction of a unified national market [1][2] - The "East Data West Computing" initiative aims to orderly guide computing demand from the eastern regions to the western regions, facilitating cross-regional allocation of computing resources and enhancing the digital economy [3] - The construction of a unified data market and computing market is essential to address the mismatch between supply and demand in computing resources, as evidenced by the varying utilization rates in different regions [1][3] Group 2 - The interconnection of computing resources is a key topic for high-quality industry development and regional coordinated development, with Ningxia serving as a national hub for integrated computing networks [3] - The collaboration between companies and telecommunications firms in creating "5G + AI digital twin factories" demonstrates the practical benefits of computing interconnection, such as reduced operational costs and improved efficiency [4] - The establishment of a unified national market is seen as a valuable opportunity for regions to enhance their digital economy and reshape their development advantages [3][4]