新华社北京11月30日电 题：织起全国一张网，看算力普惠按下"加速键" 新华社记者温竞华、周圆 在湖南汇视威智能科技有限公司，"95后"创业者顾善植正带领团队加班加点，迭代升级自主研发的"橘 洲"大模型。依托国家超算互联网的强大算力支持，该大模型高效完成了4000万张图片的训练，性能快 速提升。 山东汇聚融合全省16地市及周边省份算力资源，入网算力中心资源利用率平均提升40%，赋能1000多个 应用场景；贵州创新发放"算力券"，为企业提供多样化激励，降低用户用算成本；江苏打造智算算力网 AI开发平台，统筹纳管异构异属异域的智算资源，实现全局能用、好用…… 当前，我国算力资源布局进一步优化，算力基础设施已初步形成枢纽节点、区域中心、本地边缘梯次化 布局架构。《2025运力发展报告》显示，我国已初步形成1ms时延城市算力网、5ms时延区域算力网、 20ms时延跨国家枢纽节点算力网。 "十五五"规划建议提出，"适度超前建设新型基础设施，推进信息通信网络、全国一体化算力网、重大 科技基础设施等建设和集约高效利用""强化算力、算法、数据等高效供给"。 中国信息通信研究院副院长魏亮认为，我国算力领域已取得显著进展，算力产 ...

Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes accelerating innovation in artificial intelligence and digital technologies, highlighting the importance of computing power as a new productive force in the digital economy [1] Group 1: Importance of Computing Power - Computing power integrates information processing, network capacity, and data storage, becoming a key production factor in the transition from industrial to digital civilization [1] - The enhancement of computing power is crucial for supporting the transformation of traditional industries and the development of strategic emerging industries [1] Group 2: Challenges in the Computing Power Industry - The computing power industry faces challenges such as resource fragmentation and low utilization rates, which hinder its vitality [2] - There is a need for breakthroughs in key core technologies and improvements in computing power assurance capabilities [2] Group 3: Development Strategies - Promoting the construction of computing power centers and optimizing the supply structure is essential for matching national computing resource supply with regional demand [2] - Encouraging core technology breakthroughs and enhancing autonomous supply capabilities in computing power are vital for advancing the industry [3] Group 4: Standardization and Regulation - National departments should lead the establishment of technical standards and regulations for computing power, ensuring legal compliance in service provision [4] - Clear market operation rules and effective regulatory measures are necessary to foster a healthy ecosystem for the computing power industry [4]

Core Viewpoint - The computing power sector is experiencing increased volatility, but the demand driven by AI remains robust, presenting opportunities during adjustments [1] Group 1: AI and Computing Power Demand - The demand for computing power driven by AI is expected to remain strong, indicating a positive outlook for the sector [1] - The current period is likened to an industrial revolution, suggesting that the impact of AI will be profound and should be observed from a long-term perspective [1] Group 2: Quantum Technology Developments - Quantum technology is identified as a key future industry for national development, with significant potential for economic growth [1] - Recent advancements in the quantum computing industry include the collaboration between China Telecom Quantum Group and GuoDun Quantum to build and test a superconducting quantum computer named "Tianyan-287" [1] - IBM has also released two new quantum processors, highlighting ongoing innovation in the field [1] - There is a recommendation to focus on components such as dilution refrigerators and low-temperature coaxial cables within the quantum technology sector [1]

Core Insights - CIMG Inc. has announced that its subsidiary, Xinmiao Times, has been authorized as a distributor for Inspur Information, marking its entry into the computing power industry [1][2] - This partnership is expected to enhance CIMG's presence in the high-growth computing power sector and leverage Inspur's technology and ecosystem resources [2][3] Company Overview - CIMG Inc. specializes in digital health and sales development, utilizing technology and marketing to boost partners' sales growth [1] - The company employs AI and cryptocurrencies to drive industry growth and enhance user acquisition and brand management [3] Strategic Implications - The collaboration with Inspur aligns with CIMG's long-term strategy to deepen its presence in the computing power industry, aiming to build competitive advantages [3]

Core Insights - The National Development and Reform Commission (NDRC) highlights existing issues in China's computing power infrastructure, including small and scattered facilities and low efficiency of outdated equipment, indicating significant room for improvement in energy-saving and carbon reduction efforts [1] - First Shanghai Securities expresses optimism about the sustained high growth in computing power demand driven by AI applications, noting that both domestic and international AI applications are reaching a commercialization turning point [1] - Huaxi Securities recommends focusing on the domestic computing power industry chain, citing the unexpected growth of Alibaba Cloud and the launch of Huawei's super node cluster products as factors increasing attention on domestic computing power and AI applications [1] Industry Developments - The NDRC plans to prioritize the large-scale, intensive, and green development of computing power infrastructure, aiming to enhance efficiency through optimized construction layouts [1] - Domestic computing power capacity bottlenecks are expected to be broken through by 2026, with a significant increase in domestic chip production anticipated [1] - The acceleration of commercialization by overseas AI giants like OpenAI is expected to maintain high demand for computing hardware [1] Market Trends - The recent IPO approval of Moore Threads is expected to accelerate the scale and penetration of domestic AI computing power and applications [1] - The overall domestic computing power level is anticipated to improve due to advancements in manufacturing processes and chip architecture upgrades, which may lead to an increase in domestic market share [1]

Core Viewpoint - Hainan Huatie (603300.SH) has recently made significant announcements, including the termination of a major contract and a shift in shareholder strategy, which have drawn considerable market attention [1][2]. Group 1: Shareholder Actions - The second-largest shareholder, Hu Danfeng, has announced the termination of a planned share reduction and intends to increase his stake in the company by investing between 30 million to 50 million yuan within the next month [1]. - This decision is based on Hu's confidence in the company's long-term development and investment value, aiming to enhance investor confidence [1]. Group 2: Contract Termination - Hainan Huatie's subsidiary, Huatie Dahuangfeng, has terminated a significant 5-year contract worth 3.69 billion yuan for computing power services due to changes in market conditions and lack of purchase orders since the contract was signed [2]. - The termination of this contract is classified as a routine business contract and is not expected to impact the company's normal operations or financial status significantly [2]. Group 3: Company Background and Financials - Hainan Huatie, originally known as "Huatie Emergency," transitioned into the computing power sector in May 2024, focusing on high-end GPU computing power leasing [3]. - As of June 2025, the company reported cumulative computing power asset deliveries exceeding 1.4 billion yuan, although specific revenue from computing services has not been separately disclosed in financial reports [3]. - As of September 30, the company's stock price was 9.68 yuan per share, down 27% from its peak of 13.26 yuan, with a total market capitalization of 19.326 billion yuan [4].

Core Viewpoint - The integration of cloud computing and intelligent computing is reshaping the underlying logic of the digital economy, with a focus on the need for on-demand access to computing resources driven by advancements in artificial intelligence technology [1][2]. Group 1: Policy Framework and Development - The policy framework for the computing power industry is gradually improving, with numerous institutional documents being released to solidify the foundation for high-quality and large-scale development [2]. - The "Action Plan for High-Quality Development of Computing Power Infrastructure" aims to establish a unified system for computing resource identification and authentication, while enhancing security capabilities [2][12]. - The Ministry of Industry and Information Technology issued the "Action Plan for Computing Power Interconnection," emphasizing the need for a secure computing power internet and integrated security capabilities across cloud, network, edge, and terminal [2][12]. Group 2: Security Challenges in Computing Power Internet - The computing power internet is a new network technology system designed for compute-intensive tasks and dynamic scheduling, requiring a unified identification mechanism and standardized protocol interfaces [3]. - The current security system of the computing power internet is still immature, facing risks such as resource hijacking, denial of service, network channel attacks, and model poisoning [3][4]. - The complexity of the computing power interconnection system necessitates urgent and systematic risk prevention and governance measures [3]. Group 3: Infrastructure and Technical Risks - The security risks at the computing power infrastructure layer stem from technological heterogeneity and weak interconnection mechanisms, leading to compatibility issues and immature security systems [4][5]. - The complexity of computing resource architecture, including heterogeneous chips, complicates compatibility and increases vulnerability to attacks [5]. - The core interconnection system lacks a unified identification system, making it difficult to prevent risks such as forgery and tampering [5][6]. Group 4: Resource Interconnection and Management Challenges - Security challenges at the resource interconnection layer include difficulties in identity management and insufficient trust in scheduling [6][8]. - The complexity of managing identities and permissions on large resource scheduling platforms increases the risk of unauthorized access and cross-domain attacks [6][8]. Group 5: Application Layer Stability and Data Security - Ensuring the stability and low-latency response of computing power application services is challenging, particularly during surges in demand or node failures [10]. - The division of data security responsibilities among multiple stakeholders, including users, service providers, and regulatory bodies, complicates accountability and increases risks of data breaches [10][12]. Group 6: Building a Secure and Trustworthy System - The construction of a trustworthy computing power internet system is essential for addressing non-traditional security challenges and promoting high-quality digital economic development [12]. - Measures include developing a domestic computing card ecosystem, establishing unified identification systems, and enhancing network transmission technologies [12].

Core Insights - The National Cybersecurity Base (Wuhan) Computing Power Center has officially connected to the National Supercomputing Internet, marking a significant step in integrating regional computing resources into a national network [1][3] - The "East Data West Computing" strategy emphasizes the importance of computing power as a fundamental resource, akin to water and electricity [1] - The center will provide substantial support for technological innovation and industrial upgrades in Wuhan, particularly in advanced research fields and traditional industries [3][5] Group 1: Technological Innovation - The center will support major research projects in fields such as aerospace, biomedicine, and meteorology by providing powerful supercomputing resources to local universities and research teams [3] - It aims to accelerate original innovation and the transformation of research outcomes through enhanced computational capabilities [3] Group 2: Industrial Transformation - The center will offer accessible high-performance computing support to Wuhan's traditional manufacturing, health, and new display industries [3] - It will facilitate complex simulation design, AI model training, and big data analysis, promoting the integration of "AI+" and "Data+" with traditional manufacturing [3] Group 3: Network Security Enhancement - The center is designed with special network security features and capabilities, leveraging large-scale parallel computing for deep analysis of network traffic and session logs [5] - It has launched multiple cybersecurity applications for internet content monitoring and data analysis, and will support cybersecurity competitions with an efficient environment [5] Group 4: Infrastructure and Technology - The center utilizes over a thousand domestic servers built with domestic X86 processors and GPGPU acceleration cards, ensuring self-control and security while mitigating foreign chip risks [3] - It employs immersion liquid cooling technology, enhancing heat exchange efficiency and allowing for a 15%-20% increase in CPU frequency while reducing energy costs [4]

Core Insights - The Ministry of Industry and Information Technology (MIIT) is optimizing the layout of computing power infrastructure, which is expected to accelerate the construction of intelligent computing centers and drive the growth of domestic computing power demand [1][2]. Group 1: Policy and Infrastructure Development - As of June 2025, the number of standard racks in use for computing power centers in China reached 10.85 million, with intelligent computing power scaling up to 788 EFLOPS [1]. - The MIIT plans to improve the policy system for computing power layout and guide local governments in rationally establishing intelligent computing facilities [1][2]. - The official connection of the Chinese computing power platform includes ten provinces and cities, such as Shanxi, Zhejiang, and Shanghai, which is expected to enhance the overall layout of computing power centers across the country [2]. Group 2: Market Implications - The integration of the national supercomputing internet and the connection of seven computing power centers is anticipated to promote the development of the domestic AI industry and increase demand for domestic computing power [2]. - The acceleration of local intelligent computing center investments is seen as a catalyst for growth in the computing power sector [3].

Core Viewpoint - The Chinese computing power industry is transitioning from scale expansion to high-quality development, with significant advancements in infrastructure, technological innovation, and ecological construction [1]. Group 1: Industry Development - As of June 2023, China has 10.85 million standard racks in use for computing power centers and an intelligent computing power scale of 788 EFLOPS [1]. - The total storage capacity in China has exceeded 1680 EB, indicating continuous growth in storage capabilities [1]. - The "East Data West Computing" initiative plans to construct over 250 optical cable trunk lines to enhance data transmission [1]. Group 2: Technological Breakthroughs - The 2025 China Computing Power Conference highlighted 10 major technological breakthroughs, including the "China Mobile 'Jiuzhou' Computing Power Optical Network" and "Shanxi Qineng Integrated Platform" [2]. - Key core technologies in chips and software have made significant progress, contributing to the global leadership of China's computing power sector [2]. Group 3: Infrastructure and Connectivity - Ten provinces and cities, including Shanxi and Shanghai, announced their connection to the national computing power platform, forming a new development pattern of "overall overview and regional collaboration" [3]. - The number of backbone node computing centers connected to the national supercomputing internet has surpassed 30, with over 200 members in the consortium [3]. Group 4: Environmental Sustainability - The average Power Usage Effectiveness (PUE) of Chinese computing centers has decreased to 1.42, with 246 national green data centers established to support industrial upgrades and achieve carbon neutrality goals [3]. - The National Advanced Computing Taiyuan Center has implemented a new generation of immersion phase change liquid cooling technology, achieving a PUE value of 1.04 [3]. Group 5: Future Outlook - The future development of the Chinese computing power industry will focus on enhancing quality and speed, deepening the construction of an integrated computing power network, and optimizing resource coordination [4]. - Policies will be promoted to improve the layout of computing power infrastructure and accelerate breakthroughs in key core technologies, particularly in education, healthcare, and energy sectors [4].