【最新利好】 近期相关指出，算力产业围绕英伟达链和ASIC链的投资机会维持高景气，看好国内PCB/CCL行业龙头有望受益于高端产能供需紧张下的产业机会，业绩增 长仍具较强持续性和较高确定性。AI 算力市场的需求仍在快速增长，将进一步推动全球 AI 基础设施的建设和发展。 【逻辑依据】 随着 AI 技术发展，如大语言模型、端侧 AI、物理 AI（具身智能）等兴起，算力需求呈指数级增长。全球主要云厂商大规模建设智算数据中心，国内主要 互联网企业也有较大资本支出计划。算力技术不断进步，包括芯片技术（如 GPU、TPU、ASIC 等高性能芯片发展）、云计算、边缘计算等领域持续创新算 力是 AI 发展的基石，其重要性已形成市场共识，产业趋势呈高景气，相关产业链公司基本面强劲。未来 10 年，在 AI 驱动和行业应用普及共同作用下，算 力需求增速可能维持年复合增长率 20% 以上，产业发展空间巨大。 以下就是整理出来的好股 公司为中经云重要股东,其主营业务:技术推广;计算机系统服务;数据处理;第一类增值电信业务中的互联网数据中心业务、内容分发网络业务、国内互联网虚 拟专用网业务、互联网接入服务业务。 2、青云科技 依托混 ...

Core Viewpoint - The merger plan between Haiguang Information and Zhongke Shuguang has been finalized, with Haiguang proposing a share exchange ratio of 0.5525:1, leading to Zhongke Shuguang's delisting and the new shares being listed on the Sci-Tech Innovation Board [2][3][4] Group 1: Merger Details - Haiguang Information will absorb Zhongke Shuguang through a share exchange, with a total transaction value of 1159.67 billion yuan [3][5] - The share exchange ratio is based on the average stock price over the previous 120 trading days, with Zhongke Shuguang's price adjusted upwards by 10% [3][5] - Following the merger, Haiguang Information will inherit all assets, liabilities, and rights of Zhongke Shuguang [3][4] Group 2: Industry Context - This merger is the first major case under the revised "Management Measures for Major Asset Restructuring of Listed Companies," benefiting from favorable policies [4] - The integration aligns with national technology strategies, emphasizing vertical integration in the computing power industry [4][5] - The merger is expected to enhance collaboration in technology and business development, potentially increasing the market value of the new entity [5][6] Group 3: Future Outlook - The merger is anticipated to create synergies in technology iteration, channel strengthening, and business expansion, positioning the new company for significant growth [6] - The integration aims to establish a comprehensive ecosystem from high-end chip design to high-end computing systems [5][6]

Core Viewpoint - The merger between Haiguang Information and Zhongke Shuguang represents a significant step in the domestic computing power industry, with a share exchange ratio of 0.5525:1, which is considered reasonable by market expectations [1][2] Group 1: Merger Details - Haiguang Information plans to absorb Zhongke Shuguang through a share exchange and will issue shares to specific investors to raise supporting funds [1] - The merger is expected to enhance operational performance due to the high compatibility of both companies within the computing power industry chain [1][2] Group 2: Strategic Implications - The merger is seen as a high-level capital operation aimed at resource integration, focusing on strategic synergy through equity ties [1] - Successful integration will depend on not only a reasonable share exchange ratio but also effective resource consolidation to drive business development [1] Group 3: Future Outlook - Post-merger, Haiguang Information will maintain its core business in chips while leveraging Zhongke Shuguang's technological innovation capabilities to enhance system design and development [2] - The integration is expected to lead to breakthroughs in technology iteration, channel expansion, and business development, potentially increasing the new company's market value [2]

记者从北京市经济和信息化局获悉，今年一季度北京市算力供给总规模超3.3万P，预计今年底算力供给 总规模将超4.5万P，届时北京市算力布局规模初显，助力加快建设全球数字经济标杆城市。为贯彻落实 国家关于深化人工智能研发应用决策部署，建设好算力基础设施，加快培育算力产业生态，去年北京市 经济和信息化局会同市有关部门印发了《北京市算力基础设施建设实施方案(2024-2027年)》和《北京市 存量数据中心优化工作方案(2024-2027年)》。北京市重点建设海淀、朝阳、亦庄、京西(门头沟、石景 山)4个公共智算中心，不断优化算力布局，提升算力供给质量，提高算力调度能力。构建京津冀蒙算力 一体化协同发展格局，打造京津冀蒙算力供给走廊。(人民网) ...

6月4日，《证券日报》记者从宁夏回族自治区政府新闻办举办的新闻发布会上获悉，作为目前全国唯一 的国家新型互联网交换中心和全国一体化算力网络枢纽"双节点"省区，宁夏立足当地资源禀赋，大力推 进数字经济高质量发展取得较好成效。目前，宁夏算力质效全国领先，正加力建设"中国绿色算力之 都"，坚定不移打造数字经济"第一增长极"。 数据显示，宁夏已累计建设智能工厂、数字化车间186个，培育106个企业级、13个行业级工业互联网平 台，2600家中小企业"上云用数赋智"，宁夏强化数智赋能企业数字化转型实现"新突破"。 同时，宁夏统筹推进教育、医疗健康、城乡供水等由"互联网+"向"人工智能+"转型。目前，全区已建成 智慧教室、智能实验室、智慧梦工坊1200多家，宁夏基础教育、职业教育信息化发展排名分别跃居全国 第5位、第3位。宁夏基层医疗机构人工智能辅助诊疗已实现全覆盖。 北方民族大学经济学院教授张晓凤在接受《证券日报》记者采访时表示，宁夏因地制宜发展数字经济新 质生产力，促进数字技术和实体经济深度融合，在有助于当地经济高质量发展的同时，也有助于提高当 地人民群众的生活品质和获得感，意义重大。 上述相关负责人表示，当前，数字 ...

工业和信息化部日前印发《算力互联互通行动计划》，旨在实现全国公共算力标准化互联，使算力像 水、电一样便捷使用，形成可查询、可对话、可调用的服务能力，进而构建数字经济发展新底座，有力 支撑制造强国、网络强国和数字中国建设。 实现算力互联互通，首要的是筑牢技术基础。一方面，加强基础软硬件技术攻关，包括减少算力互联时 产生的损失或错误，提高多样化算力感知能力，优化各类算力资源管理、协同调用等，从底层技术上为 算力互联互通奠定基础；另一方面，推动国家级互联网骨干直联点和新型互联网交换中心改造升级，鼓 励基础电信运营商扩大带宽容量，有效降低数据传输网络时延，提升网络通行能力。 当务之急，是为算力流通打造一套统一规范的"交通规则"。建立标准体系，是开启算力互联互通大门的 钥匙。比如，在标准中明确通信网络互通、算力资源互联、业务调度互通、数据传输流动等关键环节要 求，才能保障数据在算力网络中安全、快速流动，助力各类应用更快找到并用好不同类型的算力资源， 发挥最大效能。再如，业界关注的算力互联市场规则，考虑各方利益，形成合理的价格体系，并为算力 交易营造公平、公正、透明的市场环境，促进算力市场长远健康发展。 一个重要前提是让 ...

Group 1 - The computing power industry chain is experiencing a collective surge, with significant gains in sectors such as optical packaging, components, power IoT, MLOps, and AI PCs, highlighted by Shenghong Technology reaching a historical high [1] - The Chinese government is deploying 10 national data element comprehensive experimental zones in regions like Beijing, Zhejiang, and Anhui to enhance the integration of the real economy and digital economy [1] - The National Energy Administration has initiated pilot projects for a new power system, focusing on the collaboration between computing power and electricity, with an emphasis on regions with favorable energy resources [1] Group 2 - The Ministry of Industry and Information Technology is promoting the development of the artificial intelligence industry and its integration into new industrialization, emphasizing the need for a supportive ecosystem and innovation stimulation [2] - The ministry aims to strengthen computing power supply and enhance the deployment of general and industry-specific large models, accelerating the intelligent upgrade of manufacturing processes [2] Group 3 - The "Computing Power Interconnection Action Plan" aims to establish a comprehensive standard and rule system for computing power interconnectivity by 2026, with significant growth projected in China's intelligent computing power scale [3] - By 2025, China's intelligent computing power is expected to reach 1037.3 EFLOPS, with a 43% year-on-year growth, and is projected to double by 2026 [3] Group 4 - The construction of computing power networks is crucial for enhancing the utilization of domestic computing power cards and ensuring the sustainability of computing power leasing services for government and enterprises [4] - Policies at both central and local levels are setting clear goals for domestic AI computing power construction, with an increase in project bidding for intelligent computing centers since 2024 [4]

Group 1 - The core viewpoint of the articles highlights the significant growth and development of the digital economy in Ningxia, characterized by expanding scale, improving quality, and deepening integration of digital and real economies [1][2][3] Group 2 - Ningxia has established 9 large and super-large data centers, with 27 projects under construction, achieving a total of 142,000 standard racks and a computing power scale of 74,000 PetaFLOPS, ranking third nationally in intelligent computing scale [1] - The region's computing power index has entered the top ten nationally, with the quality and efficiency index ranking first in the western region [1] - Over 114 billion data points have been aggregated in agriculture and finance, with initiatives to promote data legislation and infrastructure development [2] - A total of 186 smart factories and 119 industrial internet platforms have been built, with 2,600 small and medium-sized enterprises adopting cloud computing and data intelligence [2] - Ningxia aims to achieve a digital economy scale of 270 billion yuan by 2027, accounting for over 40% of the total economy, positioning itself as "China's Green Computing Power City" [2]

Core Insights - Ningxia aims to quadruple investment, standard racks, intelligent computing cards, and computing power scale by the end of 2024, with a comprehensive computing power index entering the top 10 nationally [1] - The region is recognized for its favorable climate for large data centers and is the first national new energy comprehensive demonstration zone, providing abundant green electricity resources [1] - By 2027, Ningxia's digital economy is projected to reach 270 billion RMB, accounting for over 40% of the total economy, with core digital economy industries expected to double their value added compared to 2021 [2] Investment and Infrastructure - As of now, Ningxia has established 9 large and super-large data centers, with 27 more under construction, and a total of 142,000 standard racks [1] - The region has built 116,000 intelligent computing cards and achieved a computing power scale of 74,000 P, ranking third among the top ten data center clusters in the country [1] Industry Ecosystem Development - Ningxia is fostering a new industrial ecosystem by attracting projects in electronic materials, photovoltaic equipment, high-performance servers, and smart wearable manufacturing [2] - Over 20 large models are being trained in Ningxia, with applications in AI healthcare and over 40 typical application scenarios developed [2] - The region has established more than 1,200 smart classrooms and laboratories, 186 smart factories, and 2,600 small and medium-sized enterprises utilizing cloud computing and data intelligence [2]

Core Viewpoint - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan" to accelerate the establishment of a computing power interconnection system, aiming to standardize and improve the efficiency and service level of public computing resources, thereby promoting high-quality development of computing power [1][2]. Group 1: Objectives and Timeline - By 2026, a comprehensive system of standards, identifiers, and rules for computing power interconnection is to be established [2]. - The plan includes actions to enhance interconnection of computing facilities, promote resource sharing, facilitate business interoperability, and develop application scenarios [2][3]. - By 2028, the goal is to achieve standardized interconnection of public computing resources nationwide, enabling intelligent perception and real-time access to computing power [2]. Group 2: Key Actions - The plan outlines five major actions: foundational construction of computing power interconnection, acceleration of facility interconnection, establishment of interconnection platform systems, innovation in business interoperability, and leadership in computing power interconnection [2]. - Specific initiatives include promoting technological breakthroughs, establishing a standard system, conducting market assessments, and building a national computing internet service platform [2]. Group 3: Application Scenarios - The plan aims to empower typical application scenarios such as resource services, task scheduling, market transactions, and open-source community operations [3]. - It also focuses on enterprise-level applications in artificial intelligence, scientific computing, intelligent manufacturing, remote healthcare, and consumer-level applications like smart driving, cloud rendering, cloud computing, and cloud gaming [3]. - Additionally, the plan encourages innovative applications that integrate computing power with energy, industrial, and mobile internet [3].