Core Viewpoint - The article highlights the rapid development of the Guian New Area in Guizhou, emphasizing its role as a national-level digital economy hub, particularly in computing power and data services, which has significantly contributed to the region's economic growth and industrial transformation [1][2][4]. Group 1: Development of Guian New Area - Guian New Area has been positioned as a key economic growth area in western China, focusing on becoming a computing power support base and a research and production base for new energy battery materials [2][4]. - The area has seen a remarkable transformation over the past decade, achieving significant growth in economic size, enterprise numbers, and employment capacity, with a notable "three-year transformation" [2][10]. Group 2: Computing Power Infrastructure - The Guian Supercomputing Center has provided approximately 30 million kilowatt-hours of computing power and over 3,300 service supports to various provinces, playing a crucial role in the success of films like "Ne Zha" [1][5]. - The region has established a robust data center infrastructure, with 26 major data centers and a computing power scale exceeding 81 EFLOPS, of which over 98% is intelligent computing [5][6]. Group 3: Economic Impact and Projections - The computing power foundation has fueled the growth of the digital industry, with projections indicating that software and information technology service revenues will exceed 70 billion yuan in 2024, reflecting a growth rate of over 26% [6][10]. - The region's electricity consumption has doubled in three years, indicating a strong correlation between energy usage and economic development, with an annual growth rate of 42.97% in electricity consumption [9][10]. Group 4: Talent Attraction and Employment - The Guian New Area government has implemented a "free housing" policy for recent graduates to attract talent, which has led to a significant increase in the local population and employment opportunities [12][13]. - The area has seen a rise in its resident population to 458,000, with 42,000 new jobs created in 2024, demonstrating the effectiveness of its talent retention strategies [12][13].

Core Insights - The article highlights the rapid development of the Guian New Area as a significant hub for digital economy and computing power in China, showcasing its achievements in the big data industry and its role in supporting various sectors, including film and animation [1][4][6] Group 1: Development of Guian New Area - Guian New Area has been positioned as a national-level new area, focusing on becoming a computing power base, a new energy battery and materials research and production base, and an important industrial backup base [2] - The area has experienced significant growth in economic scale, enterprise numbers, and population, achieving a transformative development over the past decade [2][8] Group 2: Computing Power and Digital Economy - The Guian Supercomputing Center has provided approximately 30 million kilowatt-hours of computing power and over 3,300 service supports to various provinces [1] - The computing power scale in Guian New Area has surpassed 81 EFLOPS, with over 98% being intelligent computing, and a domestic production rate of about 90% [5][6] Group 3: Economic Growth Indicators - The electricity consumption in Guian New Area has increased from 860 million kWh to 1.83 billion kWh over the past three years, indicating a doubling of demand [7] - The region's GDP is projected to reach 40.277 billion yuan in 2024, with a year-on-year growth of 21.1%, reflecting a robust economic development trend [8][9] Group 4: Talent Attraction and Employment - The local government has introduced a "free housing" policy for recent graduates to attract high-end talent, with over 90% occupancy in the provided housing [10][11] - Guian New Area has seen a population increase of 50,600 in 2024, with significant job creation and employment opportunities for local residents [11]

面对算力产业高耗能的挑战，该产业园在绿色低碳发展上成效显著。产业园采用液冷技术的比例达 85%，能在提升功率密度的同时，确保高功率芯片高效稳定散热。产业园当前绿电使用率超80%，致力 于在2030年实现100%绿电供应，打造完全零碳园区。 据了解，港城智能智造大数据产业园是华东地区少有的220千伏供电进线等级的大数据中心，具备 电压等级高、电力容量大、机柜数量多等优势，为各行业的数字化转型和高质量发展提供有力依托。除 提供基础算力服务外，产业园还计划在储能、高效制冷、水处理等多领域与客户展开联合研发，并积极 探索集装箱式算力中心等"出海"应用场景。目前，产业园已与国内头部互联网企业达成合作意向并签订 合同。 昨天（6月18日），作为长三角地区数字经济发展的重要基础设施，总投资约90亿元的港城智能智 造大数据产业园在张家港投产投用。 项目位于张家港乐余镇，占地200余亩，整体规划算力规模超50000FLOPS（每秒浮点运算次数，用 以估算电脑的执行效能），算力容量突破350兆瓦。目前，产业园一期项目已交付客户，二期主体建设 正加紧推进，预计今年8月底交付。一期、二期投资约40亿元，投用后算力规模可达165兆瓦， ...

Core Viewpoint - Guizhou Province is focusing on ecological priority and green development, achieving significant improvements in ecological civilization and economic growth with a higher "green content" in its economy [1][8]. Group 1: Ecological Development - From 2020 to 2024, Guizhou's forest area increased from 10.8363 million hectares to 11.1478 million hectares, with forest coverage rising from 61.5% to 63.3% [1]. - The proportion of the green economy in GDP increased from 42% to 48% during the same period [1]. - Guizhou has planted 605 million trees over the past 11 years, establishing a continuous green barrier [2]. - The province has shifted its focus from expanding forest area to improving quality through restoration and nurturing of degraded forests [2]. Group 2: Resource Utilization - Guizhou is rich in mineral resources, with 49 types of minerals ranking in the top ten nationally, and has discovered 137 types of minerals [6]. - The "rich mine and precise mining" strategy aims to maximize economic, ecological, and social benefits while minimizing resource consumption [6]. - The phosphorous chemical industry in Guizhou has seen significant growth, with the value of the phosphorous chemical and new energy battery materials industry exceeding 50 billion yuan in just over three years [7]. Group 3: Tourism and Cultural Development - Guizhou has integrated traditional culture into tourism, with the "Guizhou Qingjiu Cup" dragon boat festival attracting 253,900 visitors and generating 234 million yuan in revenue during the Dragon Boat Festival [9]. - The province's tourism sector has shown strong recovery, with a 10.4% increase in visitor numbers and a 13.3% increase in total tourism expenditure in 2024 [9][10]. Group 4: Digital Economy - Guizhou is advancing its digital economy strategy, with a focus on artificial intelligence and data market opportunities, achieving a 60.1% level of integration between information technology and industrialization [12]. - The province has 48 national key data centers, with over 90% being intelligent computing resources, positioning itself as a leader in data infrastructure [13].

Core Insights - The overall market experienced fluctuations on June 17, with stablecoin concept stocks continuing to show strength [1] - The CSI Big Data Industry Index (930902) fell by 0.75% as of 1:20 PM, with component stocks showing mixed performance [1] - The Data ETF (516000) also declined by 0.89%, but has seen a cumulative increase of 2.03% over the past two weeks, indicating some phase-specific vitality [1] Industry Analysis - According to CITIC Securities, there is a clear direction for computing power investment in the second half of 2025, with a significant increase in AI computing power consumption shifting from training to inference [1] - Key components such as domestic power supplies, copper connections, and liquid cooling are expected to play a crucial role under the trend of domestic autonomy [1] - Major cloud service providers are anticipated to consume over 50 trillion tokens, making leading companies in terms of output, ecosystem, and product strength worthy of attention [1] - The emergence of Agents is expected to become a focal point for technology giants, entering a rapid implementation phase that will inject technological momentum into the big data industry [1] Investment Product Overview - The Data ETF (516000) closely tracks the CSI Big Data Industry Index, selecting listed companies in data storage, analysis technology, and operational platforms, covering core segments of the data industry chain [2] - This ETF captures opportunities driven by "computing power foundation + scenario innovation" amid ongoing policy support for the digital economy and accelerated AI technology iteration [2] - The Data ETF serves as a convenient tool for investors to access core assets in the big data sector, with supporting funds allowing for flexible subscription and redemption across various scenarios [2]

Group 1 - The core viewpoint of the news highlights the resurgence of the stablecoin concept and the strong performance of the fintech sector, driven by multiple policy catalysts and the expansion of digital currency trials in China [1] - The China Securities Big Data Industry Index (930902) rose by 1.29%, with constituent stocks like Hengsheng Electronics hitting the daily limit, and other companies such as Shenzhou Information and Tianxia Show increasing by 6.00% and 5.36% respectively [1] - Ant Group-related stocks saw significant gains, with Hengsheng Electronics being a direct driver of the sector's strength, reflecting a broader trend of positive global policy towards Web3.0 and blockchain technology [1] Group 2 - The Data ETF (516000) closely tracks the China Securities Big Data Industry Index, which includes companies in big data storage, analysis technology, and operational platforms, reflecting the overall performance of the big data and computing power industry [2] - The index captures key segments of the data industry chain, including leading technology firms and innovative companies rapidly implementing applications, thus seizing development opportunities driven by "computing power foundation + scenario innovation" [2] - The big data industry is becoming a critical sector that can withstand economic cycles, supported by policy benefits and technological advancements, with the Data ETF providing investors a tool to access core assets in this field [2]

Core Insights - The collaboration potential between Shandong and Hong Kong in cutting-edge technology fields is significant, particularly in high-tech industry chains and policy support for transforming research outcomes into beneficial technology products [1][3]. Group 1: Industry Development - The "Second Hong Kong and Macau Doctoral Talent Tour" event in Jinan aims to enhance communication and cooperation in various industries, including artificial intelligence, big data, and biomedicine [3][5]. - Shandong has a solid industrial foundation in new energy and new materials, supported by numerous universities and research institutions, which facilitates the transformation of scientific achievements [3]. Group 2: Academic Collaboration - There is a strong complementarity between Macau's research strengths in mathematical modeling and computer algorithms and Jinan's clinical application scenarios, which could foster interdisciplinary innovation and results transformation [3]. - Suggestions have been made for Shandong to collaborate with Hong Kong and Macau in building laboratories or research institutes, enhancing exchanges among students and researchers from the three regions [3].

初见网智天元创始人莫倩，他穿着一件蓝色的polo衫，胸前刻画着一只老鹰的图案。出生于1972年的他，精神焕发，能看出平常保持着运动的 习惯。 出身理工科的莫倩，有着理科生的直爽，面对镜头，莫倩一开始显得有些局促，记者告诉他，怎么舒服怎么坐就行，不用拘束，他略带尴尬地 回复道，"怎么坐都不太舒服"。 但话题开启，聊起专业和网智天元，他迅速进入状态，变得健谈和自信，那是一种对自己在做事情的信念和自豪。 他的公司全称为北京网智天元科技股份有限公司，意为网络智能开天立元。目前，网智天元已经形成了"算力-模型-平台-智能体"的全栈布局， 成为国内少数实现大模型技术自主可控的AI企业，并通过自研大模型训推一体机，不断突破国产算力桎梏。 而当问及胸前老鹰图案的含义，莫倩回答，这代表公司的第一款产品"战鹰"——利用大数据为金融机构提供全网全球、全方位、多层次、穿透 式的风险监测、预警和管控系统。如今，这只守护中国金融安全的雄鹰，已成为国家级金融监管体系中不可或缺的"空中哨兵"。 我们现在正处于一个人工智能、大模型的变革时代，此次，国际金融报记者深度对话网智天元创始人莫倩，聆听这位毕业于国防科技大学的超 级计算机人才，对于当前 ...

Group 1 - The second "Belt and Road" Technology Exchange Conference was held in Chengdu, Sichuan, focusing on building a technology innovation community among participating countries [2][3] - Chinese technology is increasingly becoming a driving force for industrial upgrades in "Belt and Road" countries, enhancing local industry development [2] - Collaboration between Chinese high-tech enterprises and local companies in Belarus is taking place in fields such as new energy, machinery, big data, artificial intelligence, and industrial internet [2] Group 2 - Qingdao Jicheng Electronics Co., Ltd. plans to localize water meter production in Saudi Arabia, significantly improving water resource management efficiency [2][3] - The conference announced the establishment of the Chengdu-Chongqing "Belt and Road" International Technology Transfer Center, aiming to create over 100 international cooperation projects within three years [5] - The "Double Thousand" plan aims to implement 1,000 technology exchange cooperation projects and support 1,000 young scientists' exchanges by 2030 [5] Group 3 - The focus of international cooperation is shifting from traditional product trade to the output of key intermediates, production capacity, supply chains, and standard management [5] - This transformation is expected to enhance international cooperation efficiency and lower collaboration barriers, aiding in the cultivation of localized brands in "Belt and Road" countries [5]

Group 1 - The China Securities Big Data Industry Index (930902) has seen a 0.23% increase as of June 11, 2025, with notable gains from companies such as Zhongke Shuguang (up 2.83%) and Xindian Software (up 2.04%) [1] - The Data ETF (516000) has risen by 0.11%, with a recent price of 0.91 yuan, and has accumulated a 2.36% increase over the past week [1] - In terms of liquidity, the Data ETF recorded a turnover of 5.22% with a transaction volume of 25.76 million yuan, and has seen a net inflow of 62.72 million yuan over the last five trading days [1] Group 2 - Changjiang Securities believes that the marketization reform of data elements is entering a "deep water zone," indicating that an industrial turning point may be approaching [2] - The value of data as a new production factor relies on the improvement of circulation mechanisms, with current issues related to data ownership and security compliance still prominent [2] - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in big data storage, analysis, and applications, benefiting from policies related to data asset recognition and public data openness [2]