市统计局公布的最新数据显示，一季度，我市工业新动能加速培育。全市规上工业战略性新兴产 业、高新技术产业、高技术制造业增加值分别同比增长11.5%、11.1%、9.6%。新产业投资不断扩大， 全市高技术制造业投资同比增长34.7%。高端智能产品产销两旺，3D打印设备、锂离子电池、集成电 路、工业机器人等新兴产品产量分别同比增长1.1倍、60.8%、58.3%、48.4%，限额以上可穿戴智能设 备、智能手机、智能家电、新能源汽车零售额分别同比增长1.6倍、98.9%、38.5%、28.4%。 算力为王：超聚变一季度营收再度翻倍 产业向"新"，发展提"质"。郑州正在加快打造算力之城、人工智能之城、量子之城、氢能源之城， 尽快形成以新质生产力为先导、战略性新兴产业为主导、传统产业为支撑的现代化产业体系。 提到算力龙头企业，就不能不提超聚变数字技术有限公司，这是全球领先的算力基础设施与服务提 供商。超聚变落地郑州近4年来，补齐了河南电子信息产业链的关键环。作为河南省重点引进的算力产 业龙头企业，超聚变近年来布局河南的步伐不断加快。 4月16日，超聚变数字技术有限公司探索者大会在郑州国际会展中心启幕。大会以"共建智能体时 ...

Core Insights - The report released by CCID Consulting highlights the competitive landscape of computing power parks in China, emphasizing the significant advantages of hub regions and the superior capabilities of western computing power parks [1][2] Group 1: Current Landscape and Rankings - The top 20 computing power parks show a clear dominance of hub regions, with 15 parks located in these areas, accounting for 75% of the total, and 80% of the top 10 parks [1] - National-level parks are more likely to unleash the empowering effects of computing power due to stronger industrial strength and better policy support, with three-quarters of the top 20 parks classified as national high-tech zones, new areas, or industrial parks [1] - The Gansu Qingyang "East Data West Calculation" industrial park ranks first, achieving a computing power scale exceeding 50,000 P and demonstrating significant empowerment capabilities [1][4] Group 2: Future Trends - The report identifies four key development trends for computing power parks: 1. A parallel trend of hub concentration and multi-point explosion in development 2. The potential for computing power parks to become critical carriers for the integration of computing networks and electricity 3. The role of refined services in enabling high-quality development of computing power parks 4. An increasing focus on the greening of computing power parks [2]

Group 1: Automotive Chip Industry - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the standardization of automotive chips, including the development of common specifications for environmental reliability, information security, and consistency testing [2] - By 2025, the automotive chip market in China is expected to reach approximately 95.07 billion yuan [2] - High-end automotive chips are currently dominated by foreign manufacturers, indicating a pressing need for domestic production in areas such as MCU, smart power devices, and power management chips [2] Group 2: Data Resource Development - The National Data Bureau has emphasized the importance of developing a national integrated data resource utilization system, focusing on market-oriented and value-driven approaches [3] - The push for public data development and utilization policies aims to unlock the value of public data and foster a new model for large-scale data circulation [3] - The data industry ecosystem is expected to grow, with a focus on data infrastructure, data annotation, and companies with unique high-quality datasets [3] Group 3: GPU Resource Acquisition - ByteDance has acquired GPU resources valued at approximately 2 billion yuan from Tencent, primarily consisting of NVIDIA H20 cards and servers [4] - In the first quarter of the year, ByteDance reportedly stockpiled around 100,000 GPU modules, with an estimated total value of 100 billion yuan [5] - Alibaba has announced plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, indicating a significant increase in AI infrastructure investment across the industry [5] Group 4: Explosives Industry Outlook - The explosives industry is expected to see improved conditions due to policy support and the gradual release of downstream demand, with a reported 1.5% increase in explosive production and a 23.03% increase in total profits in the first quarter of 2025 [6] - Mining investment is projected to grow by 10.5% in 2024, maintaining stable demand for explosives in the mining sector [6] - The demand for explosives in regions like Xinjiang and Tibet is on the rise, driven by increased mining activities and government support for infrastructure projects [6]

Group 1 - The core viewpoint of the news is the milestone significance of the first joint meeting of the Shantou, Chaozhou, and Jieyang cities, which aims to promote high-quality development in the Shantou-Chaozhou-Jieyang urban agglomeration through a comprehensive action plan for 2025-2026 [1][2] - The action plan establishes a top-level design for the urban agglomeration, including a rotating chair system for joint meetings and a leadership group composed of city leaders to enhance collaboration across various sectors [1][2] - The meeting marks a transition from "coordinated development" to "integrated construction," emphasizing the need for a more cohesive economic and infrastructural framework among the three cities [1][2] Group 2 - The action plan outlines four key areas of cooperation, with a total of 22 specific tasks and 29 priority projects for the current year, focusing on enhancing regional economic vitality [2][3] - A comprehensive transportation system is prioritized, aiming to establish a "one horizontal, four vertical, three ring" transportation framework to facilitate connectivity and economic integration [3] - The plan addresses the high degree of industrial homogeneity among the three cities by promoting the upgrading of traditional industries and the clustering of digital industries, thereby creating a modern industrial system that is collaborative and complementary [3]

2025.04. 29 导读 ： 全国一体化算力网加快构建；核电核准节奏加速；解锁【第一财经智享会员】实时解读市场动态，把握投资 先机。 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 2、核电核准节奏加速，产业发展高景气延续 我国算力资源布局进一步优化，全国一体化算力网加快构建。 最 新 数 据 显 示 ， 截 至 今 年 一 季 度 ， 我 国 " 东 数 西 算 " 八 大 枢 纽 节 点 算 力 总 规 模 达 到 每 秒 2 1 5 . 5 百 亿 亿 次 浮 点 运 算 ， 其 中，智能算力规模占枢纽节点算力总规模的8 0 . 8 %；枢纽节点间2 0毫秒时延圈已基本实现，用户体验进一步提升；试 点开通9条"公共传输通道"，为中小企业、科研机构提供弹性网络服务，有助于生产经营和研发创新。算力作为支撑 人工智能发展的核心生产力，呈现出稳中有进的发展态势。 在2 8日举行的第八届数字中国建设峰会"数算一体 驱动未来"交流活动上，国家数据局相 ...

4月29日，算力概念股延续反弹，截至发稿，鸿博股份3连板，利通电子、ST华通涨停，平治信息、亿 田智能、润建股份等多股涨幅居前。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300571 | 平治信息 | +14.12% | 30.87 | | 300127 | 新锦动力 | +11.91% | 3.57 | | 300911 | 忆田智能 | +10.13% | 43.61 | | 603629 | 利通电子 | +10.00% | 23.97 | | 002229 | 鸿博股份 | +9.98% | 14.44 | | 300249 | 依米康 | +7.02% | 13.26 | | 002929 | 润建版份 | +6.23% | 49.26 | | 301396 | 宏景科技 | +6.05% | 80.30 | | 601126 | 四方股份 | +5.97% | 17.04 | | 002015 | 协鑫能科 | +5.46% | 7.34 | | 002602 | ST华通 | +4.96% | 7.40 | | 301070 | 开勒 ...

我国算力资源布局进一步优化，全国一体化算力网加快构建。 中信建投研报表示，中国移动"超万卡国产化智算中心工程项目"、"长三角智算中心项目"，中国联 通"吴江算力中心项目"分别获得备案，总投资超过141亿元。4月24日，谷歌发布2025Q1财报，2025Q1 资本开支为172亿美元，同比增长43%，并维持全年750亿美元资本开支指引不变，公司表示谷歌AI工具 的用户量大幅增长。此外，近期上市公司密集披露2024年报和2025年一季报，从已经披露的财报情况来 看，AI算力产业相关公司业绩显示出较好表现，印证行业维持高景气状态，建议持续关注增速高、估 值低的标的。 算力产业链相关港股： 亚信科技(01675)：亚信科技近日成功入围阿里云星河计划，双方联合推出"算力+平台+应用+服务"四位 一体的大模型一体机解决方案，面向千行百业提供从需求梳理、规划设计到私有化部署的"开箱即用"的 大模型软硬一体全流程产品服务。光大证券指出，公司预计2025年AI大模型交付业务营收将达2至3亿 人民币；后续可触达订单规模有望达数十亿人民币，预计有望在2026至2027年逐步落地。 万国数据-SW(09698)：截止2024年前三季度 ...

Core Viewpoint - The article discusses the critical importance of water resource management in the Yellow River basin, particularly in the "几字弯" region, highlighting innovative strategies for water conservation and the integration of ecological, agricultural, and industrial development [2][4][9]. Water Resource Allocation - The Yellow River's water allocation plan distributes a total of 210 billion cubic meters, with a focus on sustainable usage across agriculture, industry, and ecology [2][9]. - The "八七分水方案" aims to control water extraction quantitatively, ensuring that each region's water needs are met while promoting high-quality development [2]. Agricultural Innovations - In the "几字弯" region, agricultural water usage accounts for 65% of total consumption, prompting the adoption of drought-resistant crops and advanced irrigation techniques to enhance water efficiency [5][9]. - Techniques such as planting trees during optimal weather conditions and utilizing satellite technology for precise timing have increased tree survival rates by 30% without additional water usage [5]. Industrial Development and Water Rights - The "几字弯" area is a significant energy hub, housing over 50% of China's coal, oil, and natural gas reserves, with water rights trading allowing agricultural water savings to be allocated to industrial projects [10]. - Successful water rights transactions have supported over 540 industrial projects, with the Ningdong Industrial Park achieving a total output value of 180 billion yuan in 2023, representing 30% of Ningxia's industrial output [10]. Renewable Energy and Future Prospects - The region is leveraging abundant renewable energy resources, such as solar and wind power, to support new industries without depleting water resources [11]. - The establishment of national data centers and computing power hubs in the "几字弯" area positions it as a key player in the future of technology and energy, contributing to high-quality development without relying on Yellow River water [11].

六百年前，茶马古道上的马帮驮着茶叶走向世界；六百年后，昆明正用算力编织一条"数字丝路"。 滇池畔的鸥鸟依然翩跹，但春城昆明的叙事已悄然转向。 当"东数西算"与"一带一路"在此交汇，这座昔日的旅游名城正以算力为翼，在数字丝路上展翅高飞。 从2022年算力规模42P到2024年的2600P，再到2025年剑指10000P、远期规划超10万P。虽然对比国内其 他省市而言，昆明算力总体规模仍然偏小，但"半年增长60倍"的"昆明速度"，仍让外界大为震惊，这直 接体现了昆明谋求打造成为区域性国际化算力枢纽的决心。 云南省主动融入"东数西算"国家布局，将昆明市呈贡区作为全省数字经济、信息产业发展高地和"云上 云"行动计划核心区重点打造。2015年，云南省委、省政府启动"云上云"行动计划，彼时的昆明尚是数 字经济的"追随者"。十年间，云南云上云信息化有限公司成立，云南省数字经济开发区完成更名，投资 22亿元建设全省首个国A标准数据中心，批复设立全省唯一智算产业园万溪冲智算产业园…… 走进位于呈贡区的云南省数字经济开发区，来自广东省的诸多项目已落地投运。比如，2022年华为技术 有限公司落地呈贡区，仅19天就完成了从签约到土地 ...

Core Insights - The article discusses the evolution of Chaojuvian from a survival phase to an aggressive growth phase, marked by the launch of the "Chaojuvian 2.0" plan focused on AI-driven business process reconstruction [1][2][4] - Chaojuvian aims to leverage four key technology areas: AI, data, computing power, and energy, to build a new ecosystem and drive the emergence of intelligent entities [5][7] Group 1: Company Development - Chaojuvian's business scale has increased from approximately 10 billion to over 40 billion in three years, with a customer base expanding from around 2,000 to over 24,000 [2][4] - The company has optimized its underlying capabilities through a comprehensive redesign of processes and organization, laying a foundation for future growth [4] Group 2: Technological Focus - The six key technology elements identified by Chaojuvian that will drive future changes across industries include AI, data, computing power, energy, materials, and biotechnology [5] - Chaojuvian's strategy includes a dual-ecosystem approach for computing power, integrating both Eastern and Western technological ecosystems [7] Group 3: New Product Launches - Chaojuvian has introduced multiple new products and solutions across three main areas: computing power, digital transformation, and energy [9][12] - The computing division has launched six major products, including upgraded liquid-cooled servers and AI integration platforms [12] Group 4: Energy Solutions - In the energy sector, Chaojuvian aims to create a digital and efficient thermal management system for electric vehicles, charging stations, and power grids [13] - New products in the energy field include split charging hosts and liquid-cooled ultra-fast charging terminals, along with AI-driven operational maintenance services [13] Group 5: Future Direction - Chaojuvian positions itself as an ecosystem-oriented enterprise, emphasizing exploration as a key theme for its next phase of development [16]