Core Insights - The 2025 China Computing Power Conference highlighted "green low-carbon" and "intelligent agility" as key themes, emphasizing the rapid development of artificial intelligence (AI) reshaping computing infrastructure, which in turn drives AI advancements [1][2] - The conference revealed that China's computing power industry is transitioning from scale competition to a focus on comprehensive strength, with an emphasis on providing high-quality and green computing power [2][9] Industry Developments - The average Power Usage Effectiveness (PUE) of Chinese computing centers has decreased to 1.42, with 246 national green data centers established, contributing positively to industrial upgrades and the "dual carbon" goals [2][3] - The Ministry of Industry and Information Technology stressed the need for diverse, intelligent, secure, and green computing infrastructure to enhance resource efficiency and promote high-quality development [2] Company Strategy - Shandong High Control (山高控股) has strategically positioned itself as a "green computing power infrastructure builder," transitioning from an industry investor to a provider of stable and efficient green computing power [1][3] - The company has made significant investments in renewable energy, controlling over 3.7 GW of wind and solar capacity, and has partnered with Century Internet to secure a foothold in digital infrastructure [3][6] Project Initiatives - The collaboration between Shandong High Control, the Ulanqab Municipal Government, and Century Internet aims to implement an integrated "source-network-load-storage" project, enhancing AI computing demand with stable and low-cost energy [3][4] - The Ulanqab data center is projected to achieve a PUE of 1.15, optimizing 23% compared to the industry average, with an estimated annual economic benefit of 1.3 billion yuan [3][4] Regulatory Compliance - The Ulanqab project has been recognized as a model case in the "Computing Power and Electricity Coordination" by the China Academy of Information and Communications Technology, providing a replicable solution for the industry [4] Financial Innovations - Shandong High Control has successfully issued a $40 million tokenized corporate note in Hong Kong, marking a significant step in integrating financial innovation with its computing power strategy [8][9] - The company launched China's first data center Pre-REITs fund, facilitating low-cost financing and connecting financial capabilities with operational needs [8][9] Future Outlook - The company is positioned as a leader in the computing power industry, leveraging its dual focus on industrial and financial sectors to create a digital economy ecosystem that integrates AI computing, data assets, and application scenarios [9]

【深圳商报讯】（记者 詹钰叶）近来多家算力产业链上市公司披露了2025年半年报或半年度业绩预 告，得益于基础算力设施的持续建设、人工智能相关算力投资的稳步增长等因素，不少公司业绩实现增 长。业内看好国产AI算力芯片等产业的前景。 今年以来算力板块股票普涨。数据显示，胜宏科技股价涨近480%（前复权），东芯股份、汇金股份、 宏景科技、新易盛、ST迪威迅、亿田智能、芯原股份股价涨逾200%，科泰电源、ST华通、海兰信、中 际旭创、并行科技、长芯博创、优刻得等23家公司股价涨逾100%。 还有不少上市公司正积极布局算力产业链。生益电子日前发布了关于投资智能制造高多层算力电路板项 目的公告，为满足服务器、高多层网络通信及快速发展的AI算力等中高端市场需求，拟总投资金额约 为19亿元。北京思特奇信息技术股份有限公司相关负责人本月在互动平台透露，公司构建了覆盖"算力- 数据-模型-智能体"的全栈AI生态服务体系。广电运通集团股份有限公司相关负责人在互动平台称，公 司打造了广州政务信创云、区级政务云、国资国企云、AI智算云等专属云服务，推出自主可控的运通 云、智算调度平台、超融合一体机等专属云产品。 长城证券分析师侯宾指出 ...

Core Insights - The Chinese computing power industry is transitioning from scale expansion to high-quality development, as highlighted by the Ministry of Industry and Information Technology [1] - The 2025 Computing Power Development Report indicates that China's computing power infrastructure ranks among the top globally, with significant advancements in computing, storage, and transmission capabilities [1][2] 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, reflecting continuous growth in storage capabilities [1] - The construction of over 250 "East Data West Computing" optical cable lines is planned to enhance transmission capacity [1] Group 2: Technological Innovations - The forum announced 10 major breakthrough achievements in computing power technology, including innovations from China Mobile and Huawei, showcasing global leadership in the field [2] - The report emphasizes that key core technologies in chips and software have made significant breakthroughs, contributing to the rapid development of the computing power sector [2] Group 3: Infrastructure and Connectivity - The integration of computing power networks is a key focus, with 10 provinces connecting to the national computing power platform, forming a new development pattern [3] - The number of supercomputing centers connected to the national supercomputing internet has surpassed 30, with over 200 members in the consortium [3] - The average Power Usage Effectiveness (PUE) of computing centers in China has decreased to 1.42, with 246 national green data centers established to support industrial upgrades and carbon neutrality goals [3] Group 4: Future Outlook - The future development of the computing power industry in China will focus on enhancing quality and speed, deepening the integration of computing power networks, and optimizing resource coordination [4] - Policies will be implemented to improve the layout of computing power infrastructure and accelerate breakthroughs in key core technologies, particularly in sectors like education, healthcare, and energy [4]

Core Insights - The 2025 China Computing Power Conference, themed "Building the Foundation of Computing Power, Guiding the Future with Intelligence," was held in Datong, Shanxi Province, focusing on the development of the computing power industry [1] Group 1: Event Overview - The conference gathered top achievements and innovative forces in the national computing power field [1] Group 2: Project Recognition - The "Henan Airport Intelligent Computing Center Project," led by Henan Airport Digital City Development Co., Ltd. and in collaboration with Veitch Technology Co., Ltd., was recognized as a benchmark case for China's computing power infrastructure construction [3] - This project signifies a leap in computing power infrastructure in the Central Plains region and provides a "Central Plains solution" for the construction of a new type of computing network nationwide [3] Group 3: Project Details - The Henan Airport Intelligent Computing Center, located in Zhengzhou Airport Yu Fa Jinrong Information Technology Park, is the largest intelligent computing center in Central China, filling a gap in the province's ultra-large-scale intelligent computing center sector [3] - The first phase of the project, with a computing power of 2000P, is set to be operational by November 2024 and has completed full-scene deep integration with major domestic models like DeepSeek-R1, offering diversified AI computing power support across eight sectors including healthcare, education, research, cultural tourism, and government [3] Group 4: Future Plans - Henan Airport Digital City Development Co., Ltd. aims to continue deepening computing power technology innovation and expanding AI application scenarios, striving to establish the project as a "national excellent case template for intelligent computing projects" and contribute more "airport experience" to the development of the computing power industry in Central China and nationwide [4]

Core Insights - The 2025 China Computing Power Conference was held in Datong, Shanxi, showcasing ten innovative technologies that lead the global computing power industry, including the Shanxi Qineng Integrated Platform for Computing and Electricity [1][3] - The selected achievements demonstrate a leap from following to leading in the computing power industry, highlighting breakthroughs in core technologies and ecological innovation [3][4] Group 1: Key Technologies - The Shanxi Qineng Integrated Platform optimizes the dual-direction scheduling of computing and electricity resources, reducing electricity costs by 5%, carbon emission intensity by 25%, and improving computing efficiency by 30% [3][7] - China Mobile's "Jiuzhou" computing power optical network supports a backbone network with a computing capacity of 10 EFLOPS, expected to drive GDP growth by over 12.6 billion [4] - The FusionOne AI solution has served over 500 projects, achieving rapid deployment of AI applications [4][8] Group 2: Economic Impact - The Shanxi Qineng platform has saved 10 million yuan in electricity costs annually and reduced carbon emissions by 100,000 tons, contributing to a market worth tens of billions in computing and electricity collaboration services [3][4] - The conference highlighted Shanxi's innovative strength in the synergy of computing and energy, promoting a unique development path for the region [4] Group 3: Future Prospects - The promotion of these technologies is expected to further advance the green and intelligent upgrade of China's computing infrastructure, contributing to a new global digital civilization [4][11] - The integration of computing power and energy is seen as a key area for future growth, with significant implications for the digital economy and low-carbon transformation [3][4]

Core Viewpoint - The release of DeepSeek-V3.1, which employs a hybrid reasoning architecture supporting both "thinking" and "non-thinking," is expected to enhance performance in programming and search applications, indicating strong competitiveness of domestic large models in the market [1] Group 1: Product Development - DeepSeek-V3.1 utilizes UE8M0FP8Scale parameter precision, specifically designed for the upcoming generation of domestic chips [1] - The new large model has shown significant improvements in performance after training, particularly in agent applications [1] Group 2: Market Outlook - According to CITIC Securities, the competitive strength of domestic large models like DeepSeek is likely to drive growth in computing power demand [1] - The firm maintains a positive outlook on the domestic computing power industry chain [1]

2025.08. 25 本文字数：3182，阅读时长大约5分钟 作者 | 第一财经 祝嫣然 中国算力平台建设迎来了新进展。 8月22日〜24日，在山西大同举行的2025中国算力大会上，随着中国算力平台贯通仪式的举行，中 国算力平台正式完成山西、辽宁、上海、江苏、浙江、山东、河南、青海、宁夏、新疆10个省区市 分平台的接入工作，实现"平台、主体、资源、生态、场景"全面贯通。中国算力平台是国家级综合性 算力服务平台，集"供、需、服"于一体，可实现不同系统、平台和工具之间的兼容性和互操作性。 工信部副部长熊继军在大会上表示，我国算力产业迈向高质量、规模化发展的新阶段。工信部将持续 加强多元泛在、智能敏捷、安全可靠、绿色低碳的算力基础设施建设，切实提升算力资源使用效率， 推动算力网络"点、链、网、面"体系化高质量发展，持续巩固提升信息通信业竞争优势和领先地位。 熊继军透露，工信部将深化算力赋能行业应用，推动构建算力产业良好生态。面向教育、医疗、能源 等重点行业，开展算力赋能专项行动。推动"智算生态圈"建设，推广一批标志性技术产品和解决方 案，推动实施城域"毫秒用算"专项行动，加快建设中国算力平台。 在中国算力大会现场 ...

Group 1 - The core viewpoint of the news is the rapid development and construction of China's computing power platform, which aims to enhance resource allocation and efficiency across regions and industries [2][3][15] - The platform has already integrated computing power sub-platforms from 10 provinces and cities, including Shanxi, Liaoning, Shanghai, and Jiangsu [1] - The initiative includes a comprehensive monitoring system for computing power facilities and data, allowing for precise tracking of regional development [2][3] Group 2 - The platform has onboarded over 100 computing service providers and registered more than 1,000 industry users, facilitating access to nearly 100 mainstream foundational and vertical models [3][15] - By 2026, the goal is to establish a complete standard and rule system for computing power interconnectivity, with nationwide standardization expected by 2028 [3] - The computing power service platform can manage one-sixth of the national computing power scale, supporting billions of computing calls daily [8] Group 3 - The AI-driven innovations showcased at the conference include a portable drone countermeasure system, which boasts over 99% recognition accuracy and a response time of under 3 seconds [4][6] - A new AI production line capable of industrial-scale production of large models has been established in Jinan, Shandong, with an annual capacity to handle over 1,000 orders [10][12] - The overall scale of intelligent computing in China is projected to grow by over 40% this year, driven by the rapid development of AI applications [13][15] Group 4 - The Ministry of Industry and Information Technology emphasizes the need for reasonable layout and quality improvement of intelligent computing facilities to meet the demands of emerging industries [15] - Intelligent computing is increasingly applied in various fields, including generative large models, autonomous driving, embodied intelligence, smart cities, and industrial manufacturing [15]

8月22日至24日，2025中国算力大会在山西大同举行，这是该盛会首次走入三晋大地。 智通财经（www.thepaper.cn）从大会上获悉，算力、存力、运力与模型能力的协同水平，正成为衡量地 区数字竞争力的关键因素，吸引众多大中城市积极布局。作为东道主，大同尤为引人注目。 自2018年引进首个数据中心项目以来，大同系统布局算力产业，七年来凭借能源、区位与气候优势，持 续完善政策体系，构建起服务国家战略的算力集群。如今，大同已跻身城市算力分指数全国第三，成为 环首都地区重要的算力节点城市。 千年古城为何聚焦算力？算力又为大同带来什么？大会期间，智通财经走访大同，对话多方人士，解读 这座"煤都"向"算力之城"转型的发展密码。 8月22日至24日，2025中国算力大会在山西大同举办。现场汇集国内众多专家学者、企业界人士，共论 算力产业发展话题。 中国算力大会 图 打造全生态数据产业链赋能千行百业 大同的算力产业是全生态的数据产业，是从"服务器生产、数据中心建设"到"云服务终端、数据应用"再 到"数据清洗、数据标注、数据呼叫"等覆盖数字经济全领域全链条的产业布局。这种新兴产业链条的特 点是：适度多元，韧性坚强。 据 ...

Group 1: Industry Developments - The Ministry of Industry and Information Technology emphasizes orderly guidance for computing power facility construction and aims to enhance the quality of computing power resource supply [1] - The 2025 China Computing Power Conference highlights that China's computing power platform is accelerating construction, with 10 provinces already connected to computing power sub-platforms [2] - The report indicates that the scale of intelligent computing power in China is expected to grow by over 40% by 2025 [2] Group 2: Education Initiatives - Hangzhou's primary and secondary schools will implement AI general education courses, requiring at least 10 class hours per academic year [3] Group 3: Investment Insights - A report from MIT warns that 95% of generative AI investments yield little to no return, with half of the projects failing and only 5% achieving commercialization [3] - Goldman Sachs reports that hedge funds have net bought Chinese stocks at the fastest pace in seven weeks, indicating a shift in investment strategy towards the stock market [6] Group 4: Corporate Announcements - Huawei announces a global product launch event in Paris on September 19, where it will unveil the new HUAWEI WATCH GT 6 series and other products [5] - SpaceX has postponed the tenth test flight of its "Starship" to address ground system issues [8]