转自：新华财经 新华财经北京8月19日电（记者孙广见）当前，我国算力总规模持续攀升，智算需求呈爆发式增长。然 而，产业结构性矛盾也日益凸显：一边是重金打造的算力中心利用率不足，资源闲置；另一边是中小企 业、科研团队为满足碎片化的算力需求四处奔走，求而不得。 这一困局折射出算力资源调度机制缺失、技术适配不足、政策执行偏差等多重壁垒。多位业内人士指 出，破局关键在于激活闲置资源、降低使用门槛、构建算力产业生态，通过政策精准引导、技术创新驱 动与市场机制协同，打破算力供需壁垒。 激活闲置资源是关键 面对部分算力资源"空转"与需求端不足的矛盾，业内人士指出，在供给侧构建智能调度平台与创新服务 模式是盘活闲置算力的关键。 单从供给量来看，我国算力供给可谓"充足"。据工信部最新数据显示，截至今年3月底，我国在用算力 标准机架达1043万架，智能算力规模达到748EFLOPS，为海量数据计算提供了智能底座。但这其中有 一部分算力因各种原因被"闲置"浪费。 为解决算力资源调配难题，我国已建成以"东数西算"为代表的一系列算力调配工程。赛迪顾问电子信息 产业研究中心总经理贾珊珊指出，截至2025年第一季度，我国"东数西算"八大枢 ...

人们依托脑力开展思维活动，而人工智能则依赖算力进行"思考"。8月13日消息，"十四五"期间，中国在算力建设上的投入力度相当大，发展成效显著。数 据显示，2025年，中国通用算力规模预计增长20%，智能算力规模增长43%，排名全球第二，仅次于美国。近五年来，算力总规模增速每年都高达30%左 右。 在苏州街头，一辆无人驾驶送货小车正穿梭其间。据介绍，无人驾驶送货小车在物流、医药、商超、生鲜配送领域，市场推广速度很快。不仅安全，而且百 公里电费仅需十几元。它们能自主识别路况、导航送货靠的是"智能大脑"，这背后离不开强大算力的支撑。 黑龙江哈尔滨的智算中心节点，是全球运营商规模最大的单集群智算中心。NPU卡（智算卡）不仅是智算中心最核心的设备，也是国产芯片性能最高的产 品。 技术管理专家闫文告诉记者，算力中心建设需要适度超前于市场需求。随着人工智能技术的爆发式发展，以及年初DeepSeek的横空出世，只有超前建设算 力的企业，才能拿到最多的市场订单。按照传统建设惯例，这类智算中心通常需要270天左右才能建成，但为了尽早抢占市场，他们只用了200天，提前70天 完成建设。 "十四五"期间，中国已经确立了8个算力枢纽，分 ...

四川省发展和改革委员会推进一体化算力监测调度服务平台建设，旨在成为全国算力网的重要支点。平 台通过灵活的算力资源接入与运营模式，汇聚多家算力中心形成协同格局，并与百度、华为等40余家单 位共建算力生态圈，促进算力资源消纳。平台还具备监测系统能力，为政府和企业提供算力产业发展决 策支持。四川正积极融入全国一体化算力网，实现跨区域协同发展，推动算力资源与产业深度融合。 (四川省发展和改革委员会) ...

Core Insights - The surge in the A-share market for computing power concepts is driven by the booming AI wave, with stocks like Zhongji Xuchuang and Zhongdian Port experiencing significant increases [1] - NVIDIA's announcement to resume sales of the H20 chip in China and launch a new GPU compatible with the Chinese market has further fueled the computing power market, benefiting AI inference and model training [2] - There is an ongoing upgrade in computing power infrastructure, driven by increasing demand for high-performance computing in various AI applications [3] Industry Trends - Computing power is identified as the key productivity in the information age, analogous to water and electricity in previous eras, with a projected growth in China's intelligent computing power to reach 1460.3 EFLOPS by 2026, doubling from 2024 [4] - The Chinese AI computing power market is expected to grow to $33.7 billion by 2026, representing a 77% increase from 2024 [4] - Domestic chip companies like Huawei and Cambrian are making technological breakthroughs, providing more options for AI enterprises, while algorithm optimization is significantly reducing training costs for large models [4] Infrastructure Development - The Huannan Shugu Smart Computing Center, a key node in the Guangdong-Hong Kong-Macao Greater Bay Area, is operational and supports various AI industries [5] - The computing power market is attracting cross-industry investments, with companies like Shenzhen Jiemite Technology and Gansu King Kong Photovoltaic entering the smart computing field [6][7] - The competition in the computing power sector is intensifying, with nearly 150 operational smart computing centers and around 400 projects under construction or planning [7] New Initiatives - The "East Data West Computing" initiative aims to create a national integrated computing network, optimizing resource allocation across regions [9] - The national integrated computing monitoring platform has achieved monitoring and analysis of computing resources across eight major hubs, covering over 830 computing centers with a total computing power exceeding 292 EFLOPS [10] - The collaboration between regions, such as the synergy between Shenzhen and Ningxia Zhongwei, is expected to enhance the efficiency of computing resource sharing and support emerging industries [11]

Core Insights - A new wave of technological revolution and industrial transformation is reshaping the global innovation landscape, with the digital economy emerging as a new engine for high-quality economic development [1] - Beijing is positioning itself as a national hub for digital economy development, focusing on the deep integration of digital and real economies [1] - The launch of the Baode Advanced Computing Laboratory represents a significant milestone in the collaboration between Baode and Huawei, aimed at promoting autonomous innovation in computing power [1][2] Group 1: Event and Collaboration - The "Artificial Intelligence Empowering High-Quality Industrial Development Seminar and Baode Advanced Computing Laboratory Inauguration" was successfully held, marking a key development in the computing power industry in Beijing [1] - The laboratory serves as a platform for showcasing technological innovations and facilitating industry collaboration, integrating product display, POC validation, ecological adaptation, and industry communication [1][2] Group 2: Industry Challenges - The computing power industry faces three main challenges: 1. Technical innovation is still needed, particularly in core algorithm optimization and architecture design [5] 2. There is a lack of synergy between research and application, leading to inefficiencies in market transformation of technological innovations [5] 3. The industry chain faces collaboration barriers, with a need for improved compatibility testing and system adaptation across different vendors [5] Group 3: Future Prospects - Baode and Huawei are exploring pathways to overcome these challenges through technological innovation and industry collaboration, with the Baode Advanced Computing Laboratory being a critical step in this direction [6] - The laboratory is designed to showcase a comprehensive range of solutions from general computing to AI clusters, enhancing the visibility and accessibility of computing power innovations [6] - Baode aims to leverage this laboratory to strengthen its position in the computing power industry and contribute to the digital transformation across various sectors [6][7]

Core Insights - The article emphasizes that computing power encompasses not only computational capabilities but also supporting network transport and data storage capabilities [1] - For computing power to be effective, hardware such as servers, chips, and storage devices, along with software including operating systems, cloud computing platforms, and AI frameworks, as well as network connectivity, must all be "online" simultaneously [1] - As of the end of 2024, China's total computing power is projected to reach 280 EFLOPS (exaflops) [1] - The computing power market is experiencing a structural imbalance characterized by both "surplus" and "shortage" [1]

Group 1 - The core viewpoint of the articles highlights the challenges and dynamics within the computing power rental market, including the influence of relationships on project acceptance and the pricing strategies of major tech companies [1][2][12]. - Major tech companies are leveraging their market position to negotiate lower prices for computing power, often below market rates, which can lead to financial strain for rental companies [2][12]. - The acceptance process for computing power projects is often influenced by the relationships between the parties involved, leading to disparities in project timelines and financial impacts [1][2]. Group 2 - The release of the draft for the National Integrated Computing Power Network outlines technical requirements and aims to improve resource utilization and balanced development across regions [3][4]. - The construction of large-scale computing power centers faces significant challenges, including high requirements for green energy and the need for strong justifications for projects outside major nodes [5][13]. - The competition for resources and pricing in the computing power market is intense, with various stakeholders vying for the best deals, leading to fluctuating prices and project delays [12][13]. Group 3 - A major AI company in Shanghai has accumulated a significant amount of computing resources, indicating a strong position in the domestic intelligent computing sector [6]. - Reports suggest that some companies are facing operational challenges, leading to the sale of computing hardware resources to manage financial pressures [7]. - A project initiated by Alibaba in Dongguan is currently stalled, highlighting the complexities and risks associated with large-scale computing power deployments [8]. Group 4 - The market for specific computing hardware, such as the H20 and H200 models, has seen price volatility due to external factors, including export restrictions, affecting demand and project planning [9][10]. - Some large-scale computing projects are facing issues with compliance and resource allocation, as evidenced by a project in a central region that is reportedly selling computing resources against initial agreements [11]. - The introduction of computing power vouchers as a subsidy mechanism is reshaping market dynamics, often benefiting the consuming parties more than the providers [15].

Group 1 - The Shenzhen Stock Exchange's subsidiary will launch five new thematic indices focused on the ChiNext market, including battery, medical, computing infrastructure, media, and fintech indices on June 27 [1][2] - The ChiNext market has shown significant industrial clustering characteristics in sectors like batteries and healthcare, with listed companies having substantial market capitalizations of 1.8 trillion yuan and 1.0 trillion yuan respectively [1][2] - The new indices will consist of 50 stocks with large market capitalizations and good liquidity, reflecting the diversified and innovative characteristics of the ChiNext market [2] Group 2 - The battery index will include companies involved in core areas of the battery industry, such as production, materials, and manufacturing equipment, featuring leading firms like CATL and EVE Energy [2] - The launch of these indices signifies an enhancement and expansion of investment targets in the "Chuang" series, providing a better platform for investors to capture the benefits of transformation and upgrading [2]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]

Group 1 - The core viewpoint of the news is that the cloud computing sector, particularly driven by advancements in artificial intelligence, is experiencing renewed activity in the A-share market, with specific ETFs showing positive performance [1][2] - The cloud computing ETF (517390) closely tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index and includes major internet companies from Hong Kong, such as Alibaba and Tencent, which together account for over 20% of the index's weight [1] - The fund manager of the cloud computing ETF, Qi Shichao, emphasizes that the main driving force behind the current cloud computing market is the progress in the AI field, with significant attention on upcoming versions of ChatGPT and DeepSeek-R2 [1] Group 2 - Multiple institutions are optimistic about the cost-effectiveness of optical modules within the computing power sector, highlighting that high-speed optical modules are currently undervalued and in a period of performance certainty [2] - The computing power industry's core driving force is identified as the certainty of technological upgrades and the phased verification of performance, with a focus on stocks with low valuations that may attract capital due to technological breakthroughs or increased orders [2] - The computer ETF (159998) also showed positive movement, rising by 0.47% with a trading volume exceeding 35 million yuan, indicating active trading among its constituent stocks [2][3] Group 3 - The computer ETF (159998) tracks the CSI Computer Theme Index, which selects stocks from the information technology services, application software, system software, and computer hardware sectors [3] - As of March 31, the top ten holdings of the computer ETF include leading companies such as Hikvision, Zhongke Shuguang, and Keda Xunfei, indicating a strong focus on industry leaders [3]