Core Insights - The increasing global supply chain risks for high-performance computing highlight the importance of domestic computing capabilities in China's information industry and other sectors [1][3] - Experts emphasize the need for confidence in domestic computing facilities, innovative systems, and collaborative ecosystems to build a self-sufficient computing framework [1][3] Group 1: Domestic Computing Development - The "2024 China Computing Development Report" indicates that the total scale of computing centers in use will exceed 8.3 million standard racks, with a total computing capacity of 246 EFLOPS, ranking among the top globally [3] - Despite the large total computing capacity, the contribution of domestic computing facilities remains low, necessitating a shift in mindset to utilize domestic technology confidently [3][4] - Zhang Yunquan suggests a "research-first" strategy to overcome bottlenecks in the adoption of domestic computing technologies, particularly in commercial sectors facing cost pressures [3][4] Group 2: High-Performance Computing Significance - High-performance computing centers play a crucial role in advanced research fields such as scientific computation, engineering simulation, and genetic analysis, making their domestic development vital for sustainable innovation [4] - Domestic high-performance computing clusters, such as those developed by Sugon, can seamlessly integrate with mainstream software ecosystems, addressing over 95% of migration issues [4] - The recent restrictions by the U.S. National Institutes of Health on access to core biomedical databases for countries including China underscore the urgency of domestic computing capabilities [4][5] Group 3: Innovation and Collaboration - Achieving innovation in domestic computing requires attention to foundational theories, as highlighted by Chen Runsheng, who notes the efficiency of the human brain compared to large AI computing clusters [5] - Recommendations include forming open-source communities among domestic manufacturers and research institutions to foster iterative innovation while adhering to international standards [5] - Collaborative efforts across academia, industry, and application sectors are essential to identify common algorithms and optimize chip design and software development for broader domestic adoption [5]

Group 1 - The digital economy sector showed a slight increase, with the digital economy ETF (560800) rising by 0.26% as of 14:00 on May 19 [1] - Key stocks in the digital economy included Northern Huachuang up 1.49%, Haiguang Information up 1.28%, and Cambrian up 0.70%, while other stocks like SMIC, Oriental Fortune, and Zhongke Shuguang also saw minor gains [1] - The construction of a computing power internet experimental network was officially launched by China's three major telecom operators and the China Academy of Information and Communications Technology on May 17 [1] Group 2 - Computing power is identified as a new critical productivity following heat and electricity, serving as the infrastructure for the digital economy [1] - China's computing power infrastructure is accelerating, ranking second globally after the United States [1] - Major international tech giants like Amazon, Google, Microsoft, and Meta have significantly increased capital expenditures for AI and cloud service infrastructure, indicating a trend in the industry [1] Group 3 - The China Securities Digital Economy Theme Index (931582) includes core stocks in the digital economy, with major weight in the computer and electronics sectors, reflecting the potential for self-controlled industrial chains [2] - The Pengyang Digital Economy ETF (560800) is noted as the first market-traded fund tracking this index, with good liquidity [2] - Investors are encouraged to consider the Pengyang China Securities Digital Economy ETF Connect Fund (015787.OF/015788.OF) for off-market investment opportunities [2]

（文章来源：经济日报） 算力资源是发展新质生产力的重要引擎，也是引领未来产业变革的关键动力。贵安新区是全国一体化算 力网络的重要枢纽节点之一，从中央到地方，一系列支持政策陆续出台，为算力生态发展提供了坚实保 障。贵安新区凭借气候、能源和区位优势等，着力打造面向全国的算力保障基地，为算力驱动新质生产 力发展树立了典范。 作为支撑数字经济发展的核心驱动力，算力正在重塑区域经济发展新格局。贵安新区聚焦"算力+产 业"发展新模式，通过科学布局提升算力、丰富应用场景强化赋能、推动东西联动壮大产业，大力发展 人工智能、数据标注、数据交易等相关产业，产业链初具规模。但要看到的是，目前贵安新区发展算力 产业的配套产业仍有待完善，算力产业领域较为局限，区域协同发展尚待提升。 要完善算力产业配套体系，打造算力产业一体化。补强产业链薄弱环节，推动上下游产业链协同发展。 加快推进算力基础设施立体布局，统筹云计算、人工智能、超级计算、区块链等各类算力设施建设，打 造高效协同的"云—超—智—链"算力集群，实现算力资源统一调度。吸引算力设备制造、高端芯片制造 商、数据中心运维、液冷设备生产企业等上游产业主体落地，继续深化同华为、腾讯等头部 ...

Group 1: Company Performance and Financials - Parallel Technology achieved a revenue of 655 million yuan in 2024, with a 48.27% year-on-year growth in computing power service revenue, leading to a net profit of 12.06 million yuan, marking a turnaround from losses [1] - In Q1 2025, Parallel Technology reported a revenue of 198 million yuan, a 51.68% increase year-on-year, with computing power services contributing 194 million yuan, growing by 52.34% [1] - Tianrun Technology reported a revenue of 179 million yuan in 2024, reflecting a 14.95% year-on-year increase, and a net profit of 1.53 million yuan, up 121.18% [3] Group 2: Industry Trends and Opportunities - The computing power industry is expected to enter a "policy + market" dual-driven phase by 2025, with a significant increase in the importance of domestic computing power due to a growing gap in computing resources [1] - According to IDC, China's intelligent computing power scale is projected to reach 1,037.3 EFLOPS by 2025, with a year-on-year growth of 43%, and a compound annual growth rate of 46.2% from 2023 to 2028 [1] - The low-altitude economy is gaining attention, with multiple companies actively exploring opportunities in this field, driven by the demand for digital and intelligent technologies [2] Group 3: Strategic Initiatives and Collaborations - Guangmai Technology is focusing on AI computing power market opportunities and plans to deepen collaboration with telecom operators to enhance its strategic advantages in the computing power infrastructure and services [2] - Yintuo Network is developing an intelligent drone inspection system to enhance electric power inspection processes, integrating IoT perception, AI models, and digital twin technologies [3] - Yunxingyu is leveraging its experience in smart transportation systems to explore opportunities in the low-altitude economy, collaborating with partners like AVIC Drone for research and development [4]

本报讯 （记者李立平）5月16日，宁夏数字经济高质量发展现场推进会在中卫市召开，宁夏回族自治区 党委副书记、主席张雨浦在会上表示，发展数字经济是把握新一轮科技革命和产业变革新机遇的战略选 择，是宁夏培育壮大新质生产力、追赶先进发达地区、决定未来竞争力的关键力量，具有特殊重大战略 意义。宁夏要加快培育新质生产力，坚定不移打造数字经济"第一增长极"，着力建设"中国绿色算力之 都"。 资料显示，宁夏气候凉爽干燥，全年平均气温8.8摄氏度，是全国最适宜建设大型数据中心的一类地 区，宁夏是目前全国唯一的国家新型互联网交换中心和全国一体化算力网络枢纽"双节点"省区，同时， 全国首个新能源综合示范区的建设，为宁夏发展算力产业提供了丰富的绿电资源，宁夏发展绿色产业优 势明显。 张雨浦强调，当前和"十五五"时期是数字经济高质量发展的关键阶段，宁夏要重点围绕"1235577"发展 思路和目标举措发展数字经济，即：坚持把数字经济作为"第一增长极"的战略方向，充分发挥国家"双 中心"功能作用，用足用好气候适宜冷凉干燥、地处中心时延最佳、电力丰沛绿电充足、西部政策要素 齐全、企业集聚产业集群"五大优势"，突出把握科技创新、融合应用、安 ...

市统计局公布的最新数据显示，一季度，我市工业新动能加速培育。全市规上工业战略性新兴产 业、高新技术产业、高技术制造业增加值分别同比增长11.5%、11.1%、9.6%。新产业投资不断扩大， 全市高技术制造业投资同比增长34.7%。高端智能产品产销两旺，3D打印设备、锂离子电池、集成电 路、工业机器人等新兴产品产量分别同比增长1.1倍、60.8%、58.3%、48.4%，限额以上可穿戴智能设 备、智能手机、智能家电、新能源汽车零售额分别同比增长1.6倍、98.9%、38.5%、28.4%。 算力为王：超聚变一季度营收再度翻倍 产业向"新"，发展提"质"。郑州正在加快打造算力之城、人工智能之城、量子之城、氢能源之城， 尽快形成以新质生产力为先导、战略性新兴产业为主导、传统产业为支撑的现代化产业体系。 提到算力龙头企业，就不能不提超聚变数字技术有限公司，这是全球领先的算力基础设施与服务提 供商。超聚变落地郑州近4年来，补齐了河南电子信息产业链的关键环。作为河南省重点引进的算力产 业龙头企业，超聚变近年来布局河南的步伐不断加快。 4月16日，超聚变数字技术有限公司探索者大会在郑州国际会展中心启幕。大会以"共建智能体时 ...

Core Insights - The report released by CCID Consulting highlights the competitive landscape of computing power parks in China, emphasizing the significant advantages of hub regions and the superior capabilities of western computing power parks [1][2] Group 1: Current Landscape and Rankings - The top 20 computing power parks show a clear dominance of hub regions, with 15 parks located in these areas, accounting for 75% of the total, and 80% of the top 10 parks [1] - National-level parks are more likely to unleash the empowering effects of computing power due to stronger industrial strength and better policy support, with three-quarters of the top 20 parks classified as national high-tech zones, new areas, or industrial parks [1] - The Gansu Qingyang "East Data West Calculation" industrial park ranks first, achieving a computing power scale exceeding 50,000 P and demonstrating significant empowerment capabilities [1][4] Group 2: Future Trends - The report identifies four key development trends for computing power parks: 1. A parallel trend of hub concentration and multi-point explosion in development 2. The potential for computing power parks to become critical carriers for the integration of computing networks and electricity 3. The role of refined services in enabling high-quality development of computing power parks 4. An increasing focus on the greening of computing power parks [2]

Group 1: Automotive Chip Industry - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the standardization of automotive chips, including the development of common specifications for environmental reliability, information security, and consistency testing [2] - By 2025, the automotive chip market in China is expected to reach approximately 95.07 billion yuan [2] - High-end automotive chips are currently dominated by foreign manufacturers, indicating a pressing need for domestic production in areas such as MCU, smart power devices, and power management chips [2] Group 2: Data Resource Development - The National Data Bureau has emphasized the importance of developing a national integrated data resource utilization system, focusing on market-oriented and value-driven approaches [3] - The push for public data development and utilization policies aims to unlock the value of public data and foster a new model for large-scale data circulation [3] - The data industry ecosystem is expected to grow, with a focus on data infrastructure, data annotation, and companies with unique high-quality datasets [3] Group 3: GPU Resource Acquisition - ByteDance has acquired GPU resources valued at approximately 2 billion yuan from Tencent, primarily consisting of NVIDIA H20 cards and servers [4] - In the first quarter of the year, ByteDance reportedly stockpiled around 100,000 GPU modules, with an estimated total value of 100 billion yuan [5] - Alibaba has announced plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, indicating a significant increase in AI infrastructure investment across the industry [5] Group 4: Explosives Industry Outlook - The explosives industry is expected to see improved conditions due to policy support and the gradual release of downstream demand, with a reported 1.5% increase in explosive production and a 23.03% increase in total profits in the first quarter of 2025 [6] - Mining investment is projected to grow by 10.5% in 2024, maintaining stable demand for explosives in the mining sector [6] - The demand for explosives in regions like Xinjiang and Tibet is on the rise, driven by increased mining activities and government support for infrastructure projects [6]

Group 1 - The core viewpoint of the news is the milestone significance of the first joint meeting of the Shantou, Chaozhou, and Jieyang cities, which aims to promote high-quality development in the Shantou-Chaozhou-Jieyang urban agglomeration through a comprehensive action plan for 2025-2026 [1][2] - The action plan establishes a top-level design for the urban agglomeration, including a rotating chair system for joint meetings and a leadership group composed of city leaders to enhance collaboration across various sectors [1][2] - The meeting marks a transition from "coordinated development" to "integrated construction," emphasizing the need for a more cohesive economic and infrastructural framework among the three cities [1][2] Group 2 - The action plan outlines four key areas of cooperation, with a total of 22 specific tasks and 29 priority projects for the current year, focusing on enhancing regional economic vitality [2][3] - A comprehensive transportation system is prioritized, aiming to establish a "one horizontal, four vertical, three ring" transportation framework to facilitate connectivity and economic integration [3] - The plan addresses the high degree of industrial homogeneity among the three cities by promoting the upgrading of traditional industries and the clustering of digital industries, thereby creating a modern industrial system that is collaborative and complementary [3]

2025.04. 29 导读 ： 全国一体化算力网加快构建；核电核准节奏加速；解锁【第一财经智享会员】实时解读市场动态，把握投资 先机。 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 2、核电核准节奏加速，产业发展高景气延续 我国算力资源布局进一步优化，全国一体化算力网加快构建。 最 新 数 据 显 示 ， 截 至 今 年 一 季 度 ， 我 国 " 东 数 西 算 " 八 大 枢 纽 节 点 算 力 总 规 模 达 到 每 秒 2 1 5 . 5 百 亿 亿 次 浮 点 运 算 ， 其 中，智能算力规模占枢纽节点算力总规模的8 0 . 8 %；枢纽节点间2 0毫秒时延圈已基本实现，用户体验进一步提升；试 点开通9条"公共传输通道"，为中小企业、科研机构提供弹性网络服务，有助于生产经营和研发创新。算力作为支撑 人工智能发展的核心生产力，呈现出稳中有进的发展态势。 在2 8日举行的第八届数字中国建设峰会"数算一体 驱动未来"交流活动上，国家数据局相 ...