在基础设施建设方面，《措施》还提出，鼓励福州（含平潭）、泉州、厦门等地规划建设城市算力网， 推进"福州—深圳短路径光缆"项目建设。升级扩容"福淡""厦金"海底光缆，依托区域性国际关口局探索 算力"出海"专网服务。 作为数字经济大省，福建近年来数字经济规模持续高速增长。福建省发展改革委党组成员、省数据管理 局局长郭文忠曾透露，福建全省数字经济规模从2020年的2.03万亿元跃升至2024年的3.2万亿元，年均增 速超12%。 国研新经济研究院创始院长朱克力分析称，《措施》的出台对行业影响深远：从基础设施层面看，将推 动算力资源布局优化；从技术发展角度，鼓励新技术研发部署，将加速行业技术迭代，提升整体技术水 平；在应用场景方面，聚焦政务、医疗等重点行业开展算力应用创新，能拓展算力应用边界，催生新业 态新模式。 福建上市公司积极布局算力业务。弘信电子2025年前三季度算力及相关业务收入占主营业务收入比例达 40.53%。弘信电子董事长李强表示，《措施》的出台将给本地企业发展带来利好，下一步公司非常有 意愿参与支持西部及宁夏算力建设。鸿博股份AI算力业务占比超75%，相关人士称将借助政策机遇拓展 福建本地市场。此外还 ...

算力产业链，又迎来政策支持！ 日前，福建省数据管理局、福建省工业和信息化厅、福建省通信管理局印发《福建省有序推进算力基础设施发展若干措施》 （以下简称"若干措施"）。其中提到，到2027年底，全省公共算力规模达到12EFLOPS以上，谋划建设一批中型算力基础设 施项目，合理扩大算力建设规模。 若干措施还提到，提升算力网络传输效率，推进"福州—深圳短路径光缆"项目建设。升级扩容"福淡""厦金"海底光缆，依托 区域性国际关口局探索算力出海专网服务。 若干措施提出，到2027年底，全省公共算力规模达到12EFLOPS以上，并根据全省公共算力应用需求、资源利用率等情况， 谋划建设一批中型算力基础设施项目，合理扩大算力建设规模，推动智算中心提升国产化率。新建及改扩建数据中心电能利 用效率（PUE）降至1.25以内，数据中心整体上架率不低于65%，打造不少于20个算力应用案例，稳步提升数据中心绿色能 源使用比例。 在上述消息的刺激下，12月2日盘中，福建板块多只跟算力相关的股票大幅异动。其中，太阳电缆从拉升动作开始至涨停 板，用时仅2分钟。鸿博股份盘中也一度触板，恒锋信息一度大涨超16%。 加快构建"一核两区多点"的全省 ...

Core Insights - The intelligent computing industry in Shandong has exceeded 700 billion yuan in scale in the first nine months of this year, indicating significant growth and investment in this sector [1][5][6] - The emergence of large models in various industries, such as oil and gas, is enhancing operational efficiency and decision-making capabilities, particularly in the context of carbon capture and utilization [2][3] - The establishment of intelligent computing centers is crucial for meeting the growing demand for computational power across multiple sectors, including petrochemicals, biomedicine, and education [2][3][5] Industry Developments - As of September, Shandong has evaluated 249 large model products across various fields, with the large model industry achieving a business revenue of 5.026 billion yuan, reflecting a year-on-year growth of 102.25% [3][6] - The intelligent computing centers are designed to provide diverse computational capabilities, including general, intelligent, and high-performance computing, to support various applications [4][5] - The province has established 22 provincial-level intelligent computing cloud service centers, with a total computing power exceeding 20.4 EFLOPS, and the intelligent computing sector accounts for over 50% of this capacity [5][6] Technological Innovations - The construction of intelligent computing centers is being approached with a modular and prefabricated strategy, allowing for rapid assembly and deployment [4] - The collaboration between traditional and digital enterprises is fostering technological advancements, as seen in the partnership between Inspur and Shandong Tianrui Heavy Industry [4] - The integration of AI in various applications is accelerating the development and deployment of large model products, significantly reducing the time required for research and development tasks [6]

石油化工是东营的传统支柱产业。如今，于千万级别地质数据集中勘破油藏密码，在炼化生产与管网运 维中洞见异常的，是具备丰富专业知识的行业大模型。它们的出现，让"黑金"开发变得更具智慧与底 气。由当地企业胜软科技研发的识油大模型今年入选了省级"模型券"奖补名单，通过构建"预训练大模 型+行业知识库+智能应用"的技术体系来帮助更多企业建设油气专属大模型。 "以此为支撑，过去数月甚至更长时间才能完成的研发任务用时大大缩短，大模型产品加速'上架'，在 各个应用场景中开花结果。"省工信厅数据产业推进处处长孙志强表示。立足应用场景丰富优势，近年 来山东聚焦垂直领域大模型赛道深耕细作，持续提升完善算力等基础设施综合供给能力，深化人工智能 赋能应用，相关产业规模占全国9%左右，已经初步形成全产业链布局优势，预计全年数字经济规模将 超过经济总量的一半。 截至今年9月,山东通过第三方专业机构测 评的大模型产品达249个 今年1-9月，大模型产业实现业务收入 50.26亿元,同比增长102.25% 在CCUS（碳捕集、利用与封存）这一当地聚力打造的未来产业中，人工智能同样不可或缺：瞄准新型 高效捕集材料研发，大模型将传统数年的筛选周期 ...

"目前，平台已连接30多家超算、智算中心，提供近70种规格的国产超智融合算力，上架超7200个应用 商城商品，服务80多万用户。未来希望让算力如水电一样联网、便宜、好用。"国家高性能计算机工程 技术研究中心副主任曹振南说。 "十四五"以来，《深入实施"东数西算"工程加快构建全国一体化算力网的实施意见》《算力基础设施高 质量发展行动计划》《算力互联互通行动计划》等一系列政策部署相继出台，算力"全国一张网"加速织 就。 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…… 新华社北京11月30日电（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。 "我们是年轻的AI初创公司，最缺但也最用不起的就是算力。现在有高性价比的国产算力'撑腰' ...

Core Insights - The strategic cooperation framework agreement and project entry agreement between Gansu Province's Qingyang City and Hangzhou Maizi Zhiyun Technology Co., Ltd. marks a significant investment of 20 billion yuan for the "Qingyang Maizi Zhiyun WanP Green Intelligent Computing Center" project, which will enhance the rapid construction of the "East Data West Computing" initiative and promote high-quality development of the digital economy [1][2] Group 1 - Qingyang is transitioning from an "energy city" to a "computing power city," aiming to build the "China Computing Valley" as one of the eight national integrated computing power network hubs [1] - The project will cover an area of 300 acres and utilize advanced green energy-saving technologies, leveraging Qingyang's abundant wind and solar power resources [1] - The center will deploy a total of 200,000 servers and achieve a core computing power scale of 100,000 P, forming a comprehensive computing power hub that includes intelligent computing, general computing, supercomputing, and storage [1] Group 2 - The successful signing of the project is a key layout for Qingyang to solidify its computing power foundation and build a trillion-level digital economy industrial chain [2] - The collaboration represents Maizi Zhiyun's strategic choice to respond to the national "East Data West Computing" strategy and leverage technological capital advantages [2] - Future initiatives will focus on upgrading computing power infrastructure, cultivating AI industry ecosystems, and innovating digital services, with applications in various advanced fields such as energy exploration, green agriculture, and autonomous driving [2]

Group 1 - The core viewpoint is that computing power has become a new key productivity in the digital economy, with Shenyang City establishing five computing power centers, achieving a total computing power scale of 1830P [1] - Computing power is defined as the amount of computational tasks a computer system can complete in a unit of time, measured in P (petaflops), where 1P is approximately equal to 10 million trillion calculations per second [1] - The Shenyang government is actively promoting the construction of a smart and comprehensive data infrastructure, integrating into the national "East Data West Computing" project [1] Group 2 - Shenyang has launched a trusted data space, becoming the first in Northeast China to enhance data flow efficiency by 40% through a multi-party collaboration mechanism [2] - The city aims to increase its intelligent computing power to 3000P by 2027 and develop 20 general and industry-specific large models to support various sectors [2] - The demand for computing power is expected to grow significantly as local enterprises transition to cloud-based data utilization [2]

医药商业板块指数日K线图 郭晨凯 制图 ◎记者 徐蔚 11月26日，A股三大指数涨跌不一。截至收盘，上证指数跌0.15%，深证成指涨1.02%，创业板指涨 2.14%。沪深北三市全天成交17972亿元，较前一个交易日缩量290亿元。 盘面上，CPO板块持续走强，长光华芯以20%幅度涨停封板，中际旭创涨超13%。医药板块走强，粤万 年青、华人健康以20%幅度涨停封板。消费概念尾盘活跃，欢乐家涨超15%。 算力硬件再度活跃 中信证券研报认为，阿里巴巴本季度资本开支为315亿元，过去四个季度在AI+云基础设施的资本开支 约1200亿元。阿里巴巴持续在AI基础设施上加大投入，这标志着国产算力的自主可控进程正在稳步推 进，国产算力有望迎来行业拐点，建议关注国产算力投资机遇，聚焦卡位精准、长期竞争力凸显的龙 头。 流感季催化医药股 医药赛道昨日表现强势，流感、创新药等概念领涨，粤万年青、华人健康等以20%幅度涨停，海王生物 3分钟直线拉升涨停。 消息面上，流感季的到来给医药股带来强催化。在近期召开的国家疾控局新闻发布会上，中国疾控中心 病毒病所研究员王大燕介绍称，当前全国流感总体处于中流行水平，流感活动处于上升阶段，南方 ...

现场，还举行了渝中区第四季度重点招商项目集中签约仪式。签约项目达44个，涵盖人工智能、算力服 务、金融商贸、大健康、城市更新等领域，总投资额132亿元。其中，10家企业代表与重庆市算力产业 园签约，将构建"算力供给—场景应用—产业赋能"的良性发展闭环。 活动还设置政策发布、成果发布环节，集中展现"AI+算力"融合应用的创新成果，为重庆市内外企业参 与算力产业发展提供有力支撑。(完) （文章来源：中国新闻网） 中新网重庆11月26日电(记者钟旖)重庆市算力产业园26日在重庆市渝中区揭牌。 据介绍，该产业园将聚焦算力、算法、数据"三要素"，加速市场主体培育与产业生态构建，助力当地算 力经济、人工智能等产业发展。目前，产业园已集聚视联动力信息技术股份有限公司、中电算力科技应 用(北京)有限公司、重庆星威视科技有限公司等龙头企业入驻。 当天，"重庆市算力产业协会"同步揭牌。作为重庆算力产业发展的核心纽带与重要平台，协会将以"凝 聚行业共识、搭建协作桥梁、完善产业生态、赋能创新发展"为宗旨，整合多方资源，聚焦算力基础设 施建设、技术创新突破等关键领域，搭建交流合作平台，推动算力产业高质量发展，为重庆数字经济转 型升级注 ...

Core Insights - The construction of China's computing power network aims to make computing power as accessible as electricity, fundamentally transforming the creation, production, dissemination, and consumption of cultural content [1] - The computing power industry is expected to experience explosive growth, providing new opportunities for the high-quality development of the cultural industry [1][2] - The computing power network will enable full-process intelligent production of cultural content, enhancing immersive experiences and creating new cultural consumption scenarios [2] Industry Developments - The "East Data West Computing" project initiated in 2022 marks a significant transformation in China's computing consumption model, positioning data centers and computing power centers as key infrastructure investments [1] - The development of computing power will lower the innovation threshold and costs for "culture + technology," allowing small and medium-sized cultural enterprises to access powerful AI tools for creation [1][2] - The construction of the computing power network will accelerate the digital innovation and development of traditional Chinese culture, enabling high-precision 3D digital reconstruction of cultural relics and automatic processing of ancient texts [2] Technological Advancements - The Pengcheng Laboratory is leading the research and construction of the "China Computing Power Network," focusing on national strategies such as "East Data West Computing" and "Digital China" [3] - The "Pengcheng Cloud Brain II," developed by the Pengcheng Laboratory, is the first fully autonomous E-level intelligent computing platform in China, with ongoing work on the "Pengcheng Cloud Brain III" expected to be completed next year [3] - The establishment of a national-level computing power infrastructure is crucial for enhancing data application efficiency and supporting the integration of AI and cultural industries [3]