Core Points - The "Visual World of Datong" micro-visual works collection and promotion activity has been officially launched, aiming to showcase Datong's unique stories in energy transition, computing power rise, historical heritage, and urban life [1][2] - The event is guided by the China Television Artists Association and co-hosted by the China Association of Radio and Television and the Propaganda Department of the Datong Municipal Committee [1] Summary by Categories Objectives - The activity aims to vividly present Datong's charm as a "cultural ancient capital + new energy city + computing power highland" through mobile, social, and visual methods [1] Content Focus - The collection will focus on ten creative directions, including: - Showcasing the renewal and confidence of ancient civilization in the new era [1] - Highlighting Datong's successful transformation from "China's coal city" to a benchmark for "new energy city" [1] - Presenting Datong as a leader in the national computing power industry, illustrating the shift from "energy output" to "data empowerment" [1] - Encouragement for works to depict Datong's role in regional collaborative development, ecological transformation, and the integration of culture and tourism [1] Participation Details - The interactive collection is open to micro-visual creators nationwide, running from now until November 5, 2025 [2] - Works must be original micro-visual pieces created since January 2023, including micro-documentaries, short dramas, micro-animations, and micro-videos, with a maximum duration of 10 minutes per episode [2] - The event consists of three phases: collection, evaluation, and results announcement, culminating in an awards ceremony during the "World Datong · Datong 'Visual' World" themed gala [2]

Core Insights - Xinjiang is transforming into a hub for clean energy and advanced agricultural practices, leveraging technology to enhance traditional industries and promote sustainable development [1][2][3] Group 1: Agricultural Innovations - The introduction of underground drip irrigation technology has significantly increased alfalfa yields, with reports of production rising by 200-300 kg per mu compared to traditional methods [4][5] - The "Two Irrigations and One Protection" technique has improved seedling survival rates in arid conditions from 40% to 90%, expanding alfalfa cultivation from 100,000 mu to over 300,000 mu [10][12] - The establishment of the Alfalfa Technology Institute in Hohotubie County focuses on integrating green industry practices, addressing challenges in water conservation and crop yield [7][9] Group 2: Renewable Energy Developments - The Hami molten salt tower solar power plant, with a capacity of 50 MW, utilizes advanced technology to achieve a thermal conversion efficiency 2-3 times higher than conventional photovoltaic plants, generating approximately 198 million kWh annually [16][19] - The plant's innovative design allows for continuous power generation, utilizing thermal storage to provide electricity even at night, thus enhancing energy reliability [16][20] - The project has significantly reduced carbon emissions, saving approximately 61,900 tons of standard coal and 154,800 tons of CO2 annually [16] Group 3: Digital and Computational Advancements - The establishment of the Hami (Yiw) Cloud Integration Computing Center is pivotal in transforming Xinjiang's energy-based economy into a digital economy, facilitating rapid data transmission and enhancing computational capabilities [24][25] - The region is developing a comprehensive computing network that integrates various computational resources, aiming to support national initiatives like the "East Data West Computing" project [26][27] - The Hami Energy Computing Integration Research Institute is actively recruiting and training talent to support the burgeoning computational industry, addressing the skills gap in this emerging sector [29][30]

农尚环境（300536）(300536.SZ)发布公告，为进一步拓展公司在算力综合服务领域的业务布局，打造 具有综合服务能力的算力服务提供商，增强公司在算力产业的核心竞争优势，公司控股子公司广州芯算 晟阳科技有限公司(以下简称"芯算晟阳")计划投资不超过人民币8369.63万元，在广州市天河区投资建造 广州智慧创新谷算力基础设施项目。该项目建成后，相关设施将主要用于公司自用或对外提供数据中心 机房基础设施租赁服务。 ...

智通财经APP讯，农尚环境(300536.SZ)发布公告，为进一步拓展公司在算力综合服务领域的业务布局， 打造具有综合服务能力的算力服务提供商，增强公司在算力产业的核心竞争优势，公司控股子公司广州 芯算晟阳科技有限公司(以下简称"芯算晟阳")计划投资不超过人民币8369.63万元，在广州市天河区投资 建造广州智慧创新谷算力基础设施项目。该项目建成后，相关设施将主要用于公司自用或对外提供数据 中心机房基础设施租赁服务。 ...

格隆汇9月30日丨农尚环境（维权）(300536.SZ)公布，为进一步拓展公司在算力综合服务领域的业务布 局，打造具有综合服务能力的算力服务提供商，增强公司在算力产业的核心竞争优势，公司控股子公司 广州芯算晟阳科技有限公司（、简称"芯算晟阳"）计划投资不超过人民币8,369.63万元，在广州市天河 区投资建造广州智慧创新谷算力基础设施项目。该项目建成后，相关设施将主要用于公司自用或对外提 供数据中心机房基础设施租赁服务。项目设计方案按照50个22KW机柜和200个8KW机柜设计，可同时 容纳100台训练服务器和400台推理服务器。 ...

算力被普遍视为人工智能时代的核心基础设施和"发动机"。在AI浪潮带动下,全球算力需求持续升温。 近日，芜湖正在规划建设中的"中华数岛"受到外媒关注，也让外界目光投射到这座看似没那么知名的城 市身上。 在全国算力版图中，芜湖是国家"东数西算"工程十大数据中心集群之一，"中华数岛"则是芜湖数据中心 集群起步区的核心区，也是我国智算基础设施发展的一大"新地标"。 根据中国信通院发布的《智算基础设施发展研究报告（2024年）》，当前，我国智能算力主要分布于和 林格尔、贵阳、芜湖等国家算力枢纽节点，以及北京、上海、深圳等AI超一线城市，用于支撑通用基 础大模型训练及高并发推理应用。 在此基础上，今年3月，国家数据局局长刘烈宏在国新办发布会上透露，将持续推进算力基础设施建 设，今年底要实现60%以上新增算力在国家枢纽节点集聚。 当算力成为大国科技角逐的主赛场，以芜湖为代表的数据中心集群将发挥怎样的作用？这座一度"失 落"，但近年来正不断踏上产业跃升新节奏的"安徽第二城"，又将迎来何种新机遇？ 加码 近段时间，芜湖算力产业频频迎来新进展。 9月20日，在2025世界制造业大会上，长三角枢纽芜湖集群算力公共服务平台发布新成果 ...

Core Viewpoint - The article discusses the outlook for asset allocation in the fourth quarter, highlighting a positive sentiment towards equity assets, particularly in technology growth and commodities, while also addressing the challenges in the bond market [2]. Group 1: Equity Market Outlook - The stock market has shown a "slow bull" trend this year, with expectations for continued improvement in corporate earnings, making equity assets attractive [2][4]. - Fund managers believe that if the overseas interest rate cut cycle proceeds smoothly and domestic economic policies become more proactive, the foundation for a "slow bull" market will be strengthened, enhancing the appeal of the stock market [4][7]. - A focus on A-shares and Hong Kong stocks is emphasized, driven by increased capital expenditure in the domestic computing power industry, which supports both industrial logic and profit growth [4][6]. Group 2: Bond Market Perspective - Bond assets have experienced a decline in holding experience due to reduced static yields and increased volatility, leading to a shift in views among fund managers [4]. - The current bond market offers improved value after adjustments, with recommendations to maintain a neutral duration in bond allocations [7]. Group 3: Asset Allocation Strategy - The article suggests an overweight position in A-shares and Hong Kong stocks, with limited exposure to overseas equity assets and commodities [6]. - There is a focus on sectors such as technology, innovative pharmaceuticals, robotics, and energy security, which have seen significant price increases this year [7]. - The article also highlights the potential for valuation recovery in sectors previously constrained by oversupply, such as new energy and chemicals, under the "anti-involution" policy [7].

Group 1 - Alibaba is actively advancing a three-year plan for AI infrastructure construction with an investment of 380 billion yuan, indicating a commitment to continuous and larger investments [1] - By 2032, the energy consumption scale of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022 [1] - NVIDIA and OpenAI have announced a strategic partnership, with OpenAI deploying at least 10 GW of NVIDIA systems and NVIDIA potentially investing up to 100 billion dollars in OpenAI [1] Group 2 - The computing power sector has shown volatile trends recently, but both domestic and overseas markets are increasing investments in computing power-related projects [1] - Capital expenditures in computing power are expected to be sustainable, and current adjustments in the market present opportunities [1] - There is a recommendation to actively monitor the commercialization progress of various new technologies and products, including OCS, CPO, CPC, and hollow core fibers [1]

Core Insights - The report highlights the rapid development of the computing power economy in China, emphasizing its role as a new productive force in the digital age and its significance in driving the digital economy towards higher levels of growth [1] Supply and Demand Dynamics - On the demand side, technological advancements and deeper applications are driving continuous growth in computing power demand, with data production expected to reach 41.06ZB in 2024, a 25% year-on-year increase [2] - On the supply side, China's computing power supply capacity is continuously enhancing, with the number of standard racks in computing centers reaching 10.431 million by March 2025, reflecting significant progress in infrastructure [2] - The intelligent computing scale reached 748 EFlops (FP16) by March 2025, with an average growth rate of 49% over the past five years, indicating a strong push towards diversified computing supply [2] Impact on GDP - The growth of computing power has a positive effect on GDP, with a 1% increase in computing power scale corresponding to a 0.426‰ increase in GDP [3] - The impact of computing power on GDP varies by region, with lower GDP areas requiring significant investment for computing power to yield noticeable results, while higher GDP areas can achieve exponential output increases from computing investments [3] Policy Implications - Computing power policies have a long-term driving mechanism for GDP growth, with selected cities for data center clusters seeing a 1% increase in computing power scale leading to an additional 0.109‰ GDP growth [4] - The effectiveness of computing power policies is universal across different regions, influencing economic growth mechanisms regardless of geographic location [4] Need for Policy Improvement - The computing power economy in China is still in its early stages, facing challenges such as inadequate top-level design and the need for exploration of local models [5][6] - Recommendations include enhancing top-level design, optimizing the computing power policy system, and encouraging local exploration of unique computing power economic models [6] - Emphasis is placed on strengthening technological research and development to improve self-innovation capabilities and enhancing the enabling role of computing power across various industries [6]

Core Insights - The article highlights the strategic collaboration between Guangmai Technology Co., Ltd. and local government entities to establish a domestic computing power cluster, aligning with the national "East Data West Computing" initiative [1][2][4]. Group 1: Project Overview - Guangmai Technology has signed a strategic cooperation framework agreement to build a "domestic ten-thousand card computing power cluster" in partnership with the government of Qingyang and Suiruan Intelligent Technology [1][2]. - The project will involve a minimum of 10,000 domestic computing power cards, providing 2500P computing power services, with a total investment of no less than 300 million yuan, expected to be completed by December 30, 2027 [1][4]. Group 2: Strategic Positioning - The project reflects Guangmai Technology's proactive response to national policies and its strategic foresight in the computing power industry [2][3]. - The company has established a business structure that includes a parent company overseeing operations, subsidiaries driving initiatives, and a fully-owned subsidiary executing local projects, allowing for flexibility and rapid adaptation to local needs [2][3]. Group 3: Collaborative Ecosystem - The collaboration involves a tripartite model where the Qingyang government provides resources and policy support, Suiruan offers technical expertise, and Guangmai acts as the project implementer and ecosystem integrator [3][5]. - This model addresses challenges in policy implementation, technical support, and ecosystem development, creating a synergistic effect that enhances overall project value [3][6]. Group 4: Business Expansion and Innovation - Guangmai Technology aims to extend its operations beyond hardware construction to include ecosystem operation and value extension, establishing an artificial intelligence innovation hub and incubation center [5][6]. - The integrated model of "computing power infrastructure + technology research + enterprise incubation" positions Guangmai as a builder of computing power ecosystems, facilitating long-term growth through innovation and application exploration [5][6]. Group 5: Security and Compliance - The computing power cluster will utilize advanced domestic architecture and algorithms, incorporating multiple security measures to ensure safety and compliance with data protection laws [6].