Core Viewpoint - The Ministry of Industry and Information Technology has issued a notice to establish a national computing power interconnection node system, aiming to enhance the efficiency and service level of public computing resources [1] Group 1: National Computing Power Interconnection Node System - The system consists of "1" national computing internet service node, "M" regional nodes, and "N" industry nodes [1] - The operation mechanism is based on "unified identification, unified standards, and unified rules" [1] Group 2: Implementation and Goals - Each node will obtain a unique identification code through the national node, facilitating the entry of computing resources into the market [1] - Nodes will be built according to unified standards and interfaces to achieve interconnectivity [1] - The notice aims to standardize the interconnection and efficient flow of computing resources across different regions and entities, thereby improving the utilization of public computing resources [1] - The Ministry will accelerate the construction of these nodes to promote high-quality development of the computing power industry, supporting the goals of becoming a manufacturing powerhouse, a network powerhouse, and advancing digital China [1]

Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the establishment of a national computing power interconnection node system to enhance the efficiency and service level of public computing resources, promoting high-quality development in the computing power industry [1][2] - The policy aims to optimize the layout of computing power, alleviate supply-demand imbalances across regions and industries, and stimulate demand along the industry chain, presenting tangible growth opportunities for related listed companies [1][2] Policy Framework - The national computing power interconnection node system consists of one national node and multiple regional and industry nodes, providing comprehensive support services for interconnection and monitoring [2] - The establishment of a "1+M+N" system is designed to break down barriers between different types of computing power, improving resource utilization efficiency and supporting high-quality industry development [2][3] Industry Trends - The computing power sector has seen a surge in policy initiatives aimed at accelerating high-quality development, with various local governments actively promoting interconnection efforts [3] - The demand for computing power is increasing due to rapid advancements in AI models and commercial aerospace, pushing companies to enhance their technological capabilities and service efficiency [3][4] Market Dynamics - As of December 2025, the consumer scale of computing power internet users in China is approaching 10 million, with the public intelligent computing service market exceeding 130 billion yuan [4] - The application of computing power is expected to penetrate multiple scenarios, including manufacturing and agriculture, fostering a multi-layered computing ecosystem that lowers innovation barriers for enterprises [4] Technological Innovations - Companies in the computing power industry are focusing on technological innovations in areas such as computing scheduling and large model training to seize development opportunities [5][6] - Significant breakthroughs have been achieved in domestic computing training efficiency, with improvements in training efficiency for various models, marking a substantial advancement in the domestic computing platform [5][6] Strategic Focus - Companies are encouraged to enhance quality and efficiency while collaborating within the ecosystem, focusing on high-demand areas such as liquid cooling and optical modules [6] - Leveraging the computing power interconnection nodes, companies aim to optimize resource scheduling and application scenarios, creating differentiated solutions to capture niche markets [6]

Group 1 - The core viewpoint of the articles highlights the rapid development of the computing power industry in Hohhot, Inner Mongolia, positioning it as a key node in China's "East Data West Computing" project, with a significant reliance on green energy for its operations [1][2]. - Hohhot's computing power industry has achieved a remarkable 96% share of intelligent computing, with the response time for data transmission between Hohhot and Beijing being less than 5 milliseconds, showcasing the efficiency of the infrastructure [1][2]. - The use of green electricity in Hohhot's computing power sector has reached 86%, significantly reducing operational costs for computing enterprises, which are heavily reliant on electricity consumption [2]. Group 2 - Hohhot has established a "computing network collaboration" system, connecting with 27 provincial capitals and municipalities across China, achieving low latency in data transmission, which is crucial for the efficiency of the computing power industry [5]. - The Inner Mongolia Autonomous Region government plans to support the development of a leading green computing power and data industry cluster in the Helinger New District, aiming to enhance collaboration with surrounding areas and promote the growth of the computing power equipment manufacturing and data processing industries [5].

Group 1: Economic Development and Industrial Strategy - Guangdong is focusing on enhancing its advanced manufacturing industry and developing new emerging industries to inject new momentum into high-quality economic development [1] - Dongguan is committed to manufacturing as its core, leveraging its position in the Guangdong-Hong Kong-Macao Greater Bay Area to promote traditional industry upgrades through new technologies [1] - Zhanjiang has established a "four greens and one blue" industrial system, with green petrochemicals and modern agriculture both exceeding 100 billion yuan in annual output value, serving as core economic engines [2] Group 2: Technological Innovation and New Productivity - Guangdong's economy is characterized by a strong foundation, resilience, and potential, with advantages in industrial infrastructure and technological innovation [2] - Shaoguan is prioritizing the development of big data and computing power industries, aiming to support the transformation of traditional industries and foster new industrial clusters [3] - Huizhou has achieved significant economic growth, crossing the 500 billion yuan and 600 billion yuan thresholds, and is focusing on artificial intelligence and robotics to enhance its manufacturing capabilities [3] Group 3: Cultural and Urban Development - Zhaoqing aims to enhance its cultural heritage and create a vibrant city by promoting the protection and innovative development of traditional culture [4] - Chaozhou is leveraging its rich cultural history to develop a diverse consumption scene, aiming to attract tourists and enhance its cultural identity [4]

（二）行业掘金 1、据新华社报道，2月7日，我国在酒泉卫星发射中心使用长征二号F运载火箭，成功发射一型可重复 使用试验航天器。试验航天器将按计划开展可重复使用试验航天器技术验证，为和平利用太空提供技术 支撑。据悉，长征二号F运载火箭是中国航天科技集团公司所属中国运载火箭技术研究院抓总研制的一 种大型两级捆绑式助推器运载火箭。回顾此前，去年9月6日，我国在酒泉卫星发射中心成功发射的可重 复使用试验航天器在轨飞行268天后，成功返回预定着陆场。该航天器于2023年12月14日发射，执行任 务的同样为长征二号F运载火箭。 点评：随着太空资源竞争日益激烈，卫星互联网已成为全球科技竞争的新高地。未来太空经济将会成为 一个新的产业领域，涉及到卫星通信、卫星导航、卫星遥感、太空旅游等多个方面。星地通信产业预计 到2030年将达到2000亿元至4000亿元，年均复合增长率在10%-28%之间。星地通信产业正站在从"概念 验证"向"规模化应用"的关键转折点，随着技术成熟、成本下降和应用场景拓展，未来十年将形成"天地 一体、万物互联"的新型通信格局，成为推动数字经济高质量发展的重要引擎。概念股包括广联航空、 银邦股份、天银机电等 ...

Core Insights - The rapid growth of computing power enterprises in Zhongwei City is attributed to its status as a national new-type internet exchange center and a key node in the national integrated computing power network, leading to a boom in the local digital information industry [2] Group 1: Project Development - Zhongwei Industrial Park is witnessing accelerated construction of new computing power projects, with the first phase of a data center set to provide 75 megawatts of IT capacity and 30,000 standard racks [1] - The Zhonglian Zero Carbon Intelligent Computing (Cloud Base) Industrial Park project plans to install 240,000 standard racks with an IT capacity of approximately 600 megawatts by the end of the first phase [1] - Major projects are crucial for the rapid scale-up of the computing power industry, with Zhongwei signing contracts for six large intelligent computing center projects and planning to invest 74 billion yuan by 2025 [2] Group 2: Performance Metrics - By 2025, Zhongwei's data center cluster is expected to reach a cumulative total of 230,000 standard racks and a computing power scale of 130,000 P, with a 14.9% increase in the value added by the information transmission, software, and IT services industry [2] - The local telecommunications business volume is projected to grow by 43.6%, with Zhongwei's computing power index ranking fifth among cities nationwide [2] Group 3: Sustainability and Talent Development - Zhongwei is focusing on digital industrialization and has achieved an over 80% cluster shelving rate, attracting 13 large models for training and inference [3] - The city has initiated a 2 million kilowatt wind-solar green electricity project, with a stable electricity price of 0.36 yuan per kilowatt-hour and over 80% green electricity usage in new data centers [3] - Zhongwei has established a digital information industry talent demand list and has trained over 420 operational engineers, with 767 students currently in training [3] Group 4: Future Goals - Zhongwei aims to build a national data industry cluster and data center group, targeting 400,000 standard racks and a computing power scale exceeding 300,000 P by the end of 2026 [4] - The city plans to implement five major actions to enhance infrastructure, increase computing power supply capacity, and promote the integration of digital and real economies, aiming for a sustained growth rate of over 20% in telecommunications business volume [4]

在业内看来，郑州有地理区位优势，东数西算的8大算力枢纽和10大算力中心集中在东西部，而身处在 版图中央的郑州在网络时延和算力集散方面具有先天优势，能够承接东部算力需求外溢和西部绿色算力 的联动，充当全国算力中转分发的枢纽。 而且，河南作为农业、工业以及人口大省，自身的数据资源丰富，工业门类齐全，尤其在电子信息、算 力、新能源、新材料等方面的基础雄厚，省内自身的算力需求也很旺盛。而河南的传统产业升级，战略 性新兴产业培养，黄河生态保护战略等都需要顶尖算力的支撑。 超算互联网作为国家战略，从2023年开始启动建设。其核心思路是以互联网的思维运营超算，通过建立 类似京东、淘宝模式的应用商城，连接供需双方，目的是推动国产应用和大模型的普及，推升算力流通 和利用效率，推动算力服务市场化和标准化。 在业内看来，此次核心节点的接入，标志着国家超算互联网的建设取得了实质性突破，为建设贯穿东西 覆盖全国的一体化算力网络，迈出了至关重要的一步。 郑州发力，启用国内最大单体国产AI算力池 2月5日，算力圈传来一则重磅消息，位于郑州的国家超算互联网核心节点上线试运行。该节点从启动建 设到落地部署仅用两年多时间，一举成为国家超算互联网 ...

据工业和信息化部网站2月6日消息，近日，为深入贯彻党中央、国务院决策部署，落实《算力互联互通 行动计划》任务要求，推动算力产业高质量发展，工业和信息化部印发《关于开展国家算力互联互通节 点建设工作的通知》(以下简称《通知》)。 《通知》提出，国家算力互联互通节点体系由"1"个已建成发布的国家算力互联网服务节点及"M"个区 域节点、"N"个行业节点构成，以实现不同区域、主体、架构的算力资源标准化互联和高效流动应用为 建设目标，以"统一标识、统一标准、统一规则"为运行机制，以统一服务平台为综合支撑，保障算力互 联互通体系平稳运行。 据介绍，区域节点建设统一服务平台，为区域内算力互联互通提供标识注册、互联调度和数据监测等综 合性支撑服务。主要包括算力互联网服务中心、算力资源汇聚、算力选择、算力标识管理、算力运行监 测、安全保障等业务和安全管理系统。 行业节点建设各自服务平台，为行业内算力互联互通提供算力资源汇聚、算力标识、算力选择等市场化 服务，并接入区域节点。主要包括算力互联网服务中心、算力资源汇聚、算力选择、安全保障等业务和 安全管理系统。 《通知》明确，每个省级行政区可申报1个区域节点；每个行业原则上可申报1 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced the construction of a national computing power interconnection node system, which is expected to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power industry [2][3]. Group 1: National Computing Power Interconnection Node System - The MIIT's notification outlines a "1+M+N" system for national computing power interconnection nodes, aiming to standardize and facilitate the efficient flow of computing resources across different regions and sectors [2][3]. - The construction goals include establishing a supply-demand matching system for computing power in regions and key industries, enhancing overall computing power levels [2][3]. - Regional nodes will provide a unified service platform for interconnection, including services such as resource aggregation, selection, and monitoring [2][3]. Group 2: Industry Trends and Demand - The domestic computing power demand is expected to accelerate, driven by rapid iterations of domestic AI models and the evolving interaction methods that are shaping the demand for inference-side computing power [4][5]. - Major AI models from companies like Alibaba and Baidu are being released, which will further drive the commercialization of these models and increase the demand for computing power [5][6]. - The infrastructure for AI computing power is undergoing systematic upgrades to support the explosive demand for training and inference, transitioning from vertical scaling to distributed cluster expansion and cross-domain collaboration [6][7]. Group 3: Hardware Innovations - Key hardware components such as optical modules and switches are innovating around high speed, low power consumption, and low cost, with a focus on co-packaged optics (CPO) and linear drive pluggable optics (LPO) [7]. - Domestic optical module manufacturers are gaining a leading position in the global market, which positions them to benefit significantly from the expansion of AI computing infrastructure [7].

下一步，工业和信息化部将加快推进国家算力互联互通节点建设，促进算力产业高质量发展，助力制造 强国、网络强国和数字中国建设。 (责任编辑：谭梦桐) 《通知》提出建立"1+M+N"国家算力互联互通节点体系，通过构建"统一标识、统一标准、统一规 则"运行机制，实现不同区域、主体、架构的算力资源标准化互联和高效流动应用，有效提高公共算力 资源使用效率和服务水平。 据工信微报2月6日消息，为深入贯彻党中央、国务院决策部署，落实《算力互联互通行动计划》任务要 求，推动算力产业高质量发展，工业和信息化部近日印发《关于开展国家算力互联互通节点建设工作的 通知》(以下简称《通知》)。 ...