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今年我国智能算力规模增长将超40% 产业链相关环节迎来增长机会
Xin Lang Cai Jing· 2025-08-25 00:14
从2025中国算力大会上了解到,中国算力平台正加快建设。目前,已有山西、辽宁、上海、江苏等10个 省区市的算力分平台正式接入。通过算力应用大赛累计征集的创新算力项目已经超过2.3万个,在工 业、金融、医疗、能源等领域实现了规模化复制推广。预计2025年,我国智能算力规模增长将超过 40%。 华工科技光模块年产能超过3000万只,为全球最大的光模块生产厂商之一,已成功开发出400G、 200G、100G全系列产品。 据智通财经主题库显示,相关上市公司中: 光迅科技800G产品已有部分客户在用,公司1.6T光模块产品已开发完成,产品已在OFC2023 DEMO, 目前正在推进送样测试工作。公司推出了可用于算力中心网络的全光交换机产品。 根据中国智算中心产业发展白皮书(2024年),AI大模型应用场景不断丰富,商用进程加快,智算中 心市场增长动力逐渐由训练切换至推理,预计2028年中国智算中心市场规模有望达到2886亿元。IDC与 浪潮信息联合发布的《2025年中国人工智能计算力发展评估报告》,2025年中国智能算力规模将达到 1037.3EFLOPS,预计到2028年将达到2781.9EFLOPS。甬兴证券研报认 ...
从能源基地迈向算力沃土
Xin Hua She· 2025-08-24 23:36
Core Insights - The 2025 China Computing Power Conference showcased the development achievements of Shanxi Province's computing power industry, highlighting a shift from traditional energy to computing power as a new path for industrial transformation [1][3] - Shanxi has attracted major companies like JD, Douyin, and China United Network Communications, leveraging its market-driven approach rather than relying solely on government investment [3][5] - The province's unique advantages in energy, climate, and location make it an attractive hub for computing power enterprises, with an average temperature of 9.9 degrees Celsius contributing to lower energy consumption [3][5] Industry Development - Shanxi's computing power infrastructure has reached 514,000 standard racks and a computing scale of 32 EFLOPS, indicating significant growth since the introduction of policies to accelerate digital economic development in 2021 [1][3] - The total investment in computing infrastructure in Datong has reached 282 billion yuan, with server investments totaling 491 billion yuan, primarily driven by market forces [3][5] - The province plans to establish over four intelligent computing centers this year, aiming for a computing scale exceeding 9 EFLOPS and a smart computing ratio of 35% [9] Technological Advancements - The China Mobile (Shanxi Taiyuan) Intelligent Computing Center, with 10,000 racks and a computing capacity of 2000 PFLOPS, supports high-end applications such as AI model training and big data analysis [8] - Shanxi has built 289 intelligent coal mines, showcasing the integration of computing power into traditional industries, significantly improving efficiency and productivity [14] Market Opportunities - The province's green electricity resources and low electricity prices are key attractions for computing power projects, enhancing the competitiveness of Shanxi as a computing power base [5][6] - The establishment of various computing centers and projects, with a total investment exceeding 138.46 billion yuan, is expected to inject strong momentum into Shanxi's transformation [7][8] Societal Impact - Computing power is driving industrial upgrades and innovation, with significant effects on the digital economy and regional innovation capabilities [13] - The integration of computing power into various sectors, including agriculture and governance, is reshaping traditional practices and enhancing efficiency [12][15]
今年我国智能算力规模增长将超40%;景旺电子50亿元扩产项目聚焦AI算力等领域丨数智早参
Mei Ri Jing Ji Xin Wen· 2025-08-24 23:21
Group 1 - The core viewpoint of the news highlights the rapid growth of China's intelligent computing power, which is expected to exceed 40% by 2025, driven by the establishment of computing platforms across multiple provinces and the increasing application in various industries such as AI, autonomous driving, and smart cities [1] - The Ministry of Industry and Information Technology is guiding the reasonable layout of intelligent computing facilities to enhance the quality of supply and meet the needs of emerging industries [1] - Over 23,000 innovative computing projects have been collected through application competitions, indicating significant scaling and promotion in sectors like industry, finance, healthcare, and energy [1] Group 2 - Jingwang Electronics plans to invest 5 billion yuan in an expansion project focused on AI computing power, high-speed network communication, and automotive intelligence, with a payback period of approximately 7.5 years [2] - The expansion reflects Jingwang Electronics' strategic ambition to deepen its involvement in the AI industry chain, particularly in high-demand areas such as AI servers and autonomous driving [2] - The investment in high-end capacity indicates long-term confidence, although the 7.5-year payback period and technology iteration risks warrant careful observation of industrialization efficiency [2] Group 3 - Yushu Technology is set to launch a humanoid robot featuring 31 degrees of freedom, marking a significant advancement in the flexibility and versatility of domestic humanoid robots [3] - The design aligns with biomimetic principles and aims to enhance human-robot interaction, potentially integrating into various social scenarios such as service, healthcare, and companionship [3] - The standardization of degrees of freedom is expected to accelerate the mass production and cost reduction of joint components, with a long-term outlook on the market potential reaching trillions [3]
算得快更要用得好 全国一体化算力网建设提速
Core Insights - The 2025 China Computing Power Conference highlighted significant advancements in China's computing power industry, indicating a shift towards high-quality and large-scale development [1][2] - The construction of an integrated computing power network is essential for promoting computing power as a societal service, akin to water and electricity [1][4] Group 1: Computing Power Development - As of June 2025, China has 10.85 million standard racks in use and an intelligent computing power scale of 788 EFLOPS, with total storage exceeding 1680 EB [1][2] - The average Power Usage Effectiveness (PUE) of computing centers has decreased to 1.42, reflecting improved energy efficiency [1] - The report indicates that the number of large models released in China has reached 1509, ranking first globally [2] Group 2: Integrated Computing Power Network - The conference announced the completion of access for 10 provincial platforms to the national computing power platform, marking a significant step towards a unified computing power network [3] - The national supercomputing internet platform has connected over 30 major computing centers, enhancing resource sharing and operational efficiency [3][4] - The platform aims to improve the utilization efficiency of computing resources, with an average increase of 40% since its launch [4] Group 3: Future Directions and Challenges - The Ministry of Industry and Information Technology plans to establish a comprehensive standard and rule system for computing power interconnectivity by 2026 [5] - Key challenges include technical issues related to heterogeneous connections and operational discrepancies among different computing centers [5][6] - The focus will be on developing efficient computing facilities, intelligent scheduling, and ensuring security and sustainability in the computing power network [6]
“煤炭之都”变身“算力之城”“瓦特×比特”开辟产业转型新局
当人工智能的浪潮席卷神州,大同这座能源重镇,再次拿出转型求变的改革魄力,力图完成从"输煤 炭、输电力"到"输算力、输服务"的华丽转身。 近日,中国证券报记者跟随"算力中国行"调研活动走进山西大同,"瓦特"与"比特"的化学反应在这座古 城清晰可见,从"煤炭之都"到"算力之城",从煤矿的智能化到文物的数字化,算力的脉动、数据的流 动,书写着资源型城市高质量发展的全新范本。 ● 本报记者 杨洁 从"输煤炭"到"输算力" 曾几何时,"煤都"是大同最鲜明的标签,煤炭经济为这座城市带来经济发展的高光时刻,但也一度让城 市面临可持续发展的严峻挑战。 出租车司机告诉记者,以前运煤的大车呼啸而过,人们出门一趟,衣领、皮鞋都是黑的。如今的大同天 朗气清,早已不见往日能源重镇的痕迹,丰富的文旅资源吸引全球游客络绎不绝。 这背后的转型故事要从七年前说起。 山西秦云基础信息科技有限公司总经理许俊见证了大同在算力产业深耕发展的七年。2017年,许俊团队 正在环京津冀圈的区域内选址建设新的算力中心,大同依托冷凉的气候、丰沛的能源、稳定的电力供给 等优势,迅速吸引了其目光。2018年双方一拍即合,在灵丘县落地了大同首个大型算力项目,也拉开了 ...
中国算力平台实现五大贯通
Bei Jing Shang Bao· 2025-08-24 16:29
Core Insights - The 2025 China Computing Power Conference opened with the theme "Building the Foundation of Computing Power to Lead the Future," marking the completion of the integration of computing power platforms across 10 provinces in China [1] - The national computing power platform aims to create a neutral, open, fair, and trustworthy service ecosystem to enhance the efficient allocation and value release of computing resources [1][2] - The computing power industry in China has seen rapid growth during the 14th Five-Year Plan period, with a total computing power scale reaching 788 EFLOPS and a storage capacity exceeding 1680 EB [1][2] Industry Developments - As of the end of July, over 1,000 enterprise users have registered on the China Computing Power Platform, with more than 100 service providers and over 110 quality computing power products available [2] - The Ministry of Industry and Information Technology (MIIT) plans to enhance the construction of diverse, intelligent, secure, and green computing infrastructure to improve resource utilization efficiency [2][3] - The total scale of computing power in China has been growing at an annual rate of approximately 30%, driven by the rapid development of artificial intelligence [2] Future Projections - By 2035, artificial intelligence is expected to contribute over 11 trillion yuan to China's GDP, potentially leading to a tenfold or even hundredfold increase in computing power demand [2] - The intelligent computing power scale is projected to grow by over 40% by 2025, with applications in various fields such as generative models, autonomous driving, and smart cities [3] - China's computing power scale is currently ranked second globally, significantly contributing to economic and social development [3]
从能源基地迈向算力沃土——山西“算”出转型发展新路径
Xin Hua Wang· 2025-08-24 14:17
Core Insights - The 2025 China Computing Power Conference showcased the development achievements of Shanxi Province's computing power industry, highlighting a shift from traditional energy to computing power as a new path for industrial transformation [2][3][4] Group 1: Industry Development - Shanxi has accelerated its computing power layout since the introduction of policies in 2021, transforming its traditional industries and fostering new emerging sectors [2][4] - Major companies like JD.com, Douyin, and Qinhuai Data have established computing power projects in Shanxi, contributing to the rapid development of digital industry clusters [4][10] - The total investment in computing infrastructure in Datong has reached 282 billion yuan, with server investments totaling 491 billion yuan, primarily driven by market forces rather than government investment [4][10] Group 2: Competitive Advantages - Shanxi's climate, with an average temperature of 9.9 degrees Celsius, provides a natural cooling effect for data centers, resulting in an average Power Usage Effectiveness (PUE) of 1.2, among the best in the country [6][7] - The province benefits from low electricity prices and abundant green energy resources, making it an attractive location for computing power enterprises [7][10] - Shanxi has built 112,000 5G base stations, enhancing its digital infrastructure and reducing latency, which is crucial for computing power applications [7][9] Group 3: Strategic Initiatives - Shanxi plans to establish over four intelligent computing centers this year, aiming for a computing power scale exceeding 9 EFLOPS, with intelligent computing accounting for 35% [16] - The province has introduced policies to support the construction of intelligent computing centers, offering subsidies for new projects that meet specific computing power thresholds [16] - Significant projects, such as the IPv6 interconnection low-carbon intelligent computing center in Taiyuan, are underway, with a total investment of 32 billion yuan [13][16] Group 4: Industry Impact - The computing power industry is driving significant upgrades and innovations across various sectors, including coal mining and agriculture, enhancing productivity and efficiency [18][19] - Shanxi has established 289 intelligent coal mines, showcasing the integration of computing power into traditional industries [19] - The province's computing power initiatives are also transforming public services and tourism, improving governance efficiency and creating new job opportunities [21]
新华全媒头条 | 从能源基地迈向算力沃土——山西“算”出转型发展新路径
Xin Hua She· 2025-08-24 14:00
Core Insights - Shanxi province is transitioning from a traditional energy base to a computing power hub, showcasing significant advancements in its computing power industry at the 2025 China Computing Power Conference [1][2] - The province has attracted major companies like JD, Douyin, and Qinhuai Data, leveraging its natural advantages and market-driven investments to foster a computing power ecosystem [2][3] Industry Development - Shanxi's computing power infrastructure includes 514,000 standard racks and a computing scale of 32 EFLOPS, indicating robust growth since the introduction of policies to accelerate digital economy development in 2021 [1] - The total investment in computing centers in Datong has reached 282 billion yuan, with server investments totaling 491 billion yuan, primarily driven by market forces rather than government funding [2] Competitive Advantages - Shanxi's climate, with an average temperature of 9.9 degrees Celsius, provides a natural cooling effect for data centers, resulting in an average Power Usage Effectiveness (PUE) of 1.2, which is among the best in the country [2][3] - The province benefits from low electricity prices and abundant green energy resources, making it an attractive location for computing power projects [3] Infrastructure and Projects - Shanxi has initiated 16 computing center projects with a total investment exceeding 138.46 billion yuan, including significant projects like the IPv6 Interconnection Low-Carbon Green Computing Center in Taiyuan [5] - The China Mobile (Shanxi Taiyuan) Computing Center, with 10,000 racks and a computing capacity of 2000 PFLOPS, exemplifies the strategic infrastructure supporting high-end applications like AI model training and big data analysis [5] Impact on Traditional Industries - The integration of computing power into traditional sectors, such as coal mining, has led to significant efficiency improvements, with a reported 40% reduction in personnel and a 60% increase in production [8][9] - Shanxi has established 289 intelligent coal mines, showcasing the transformative impact of computing power on traditional industries [9] Broader Applications - Computing power is enhancing various sectors, including agriculture, where it aids in crop monitoring and pest diagnosis, and governance, improving efficiency in community management [10] - The emergence of new professions, such as data annotators, reflects the growing influence of computing power across different industries [10]
中国算力平台全面贯通,今年智算规模增长将超四成
Di Yi Cai Jing· 2025-08-24 13:35
Core Insights - China's computing power industry is entering a new stage of high-quality and large-scale development, with significant advancements in infrastructure and resource efficiency [2][3][4] Group 1: Computing Power Infrastructure - As of June 2023, China has 10.85 million standard racks in use for computing power centers, with intelligent computing power reaching 788 EFLOPS [3] - The average energy utilization efficiency (PUE) of computing power centers in China has decreased to 1.42, indicating improved efficiency in resource usage [3] - The China Computing Power Platform has successfully integrated sub-platforms from 10 provinces, enhancing compatibility and interoperability across different systems and tools [2][9] Group 2: Industry Growth and Trends - The computing power industry in China has experienced an annual growth rate of approximately 30%, driven by the rapid development of artificial intelligence [3][4] - The demand for intelligent computing power is expected to grow significantly, with projections indicating a growth rate exceeding 40% by 2025 [4] - The integration of computing power with AI technologies is leading to breakthroughs in various fields, including natural language processing and image recognition [4] Group 3: Policy and Strategic Initiatives - The Ministry of Industry and Information Technology (MIIT) plans to enhance the construction of computing power infrastructure, focusing on multi-dimensional, intelligent, and green development [2][7] - The MIIT aims to promote a good ecosystem for computing power applications in key industries such as education, healthcare, and energy [2][4] - The "Computing Power Interconnection Action Plan" aims to establish a comprehensive standard and rule system for computing power interconnectivity by 2026 [10]
周末利好!超级赛道,大消息!
Zheng Quan Shi Bao· 2025-08-24 08:36
Core Insights - The demand for intelligent computing power is experiencing rapid growth driven by advancements in artificial intelligence [2][3] - By 2025, China's intelligent computing power scale is expected to grow by over 40% [3] - The Ministry of Industry and Information Technology (MIIT) is committed to enhancing the quality of computing power resource supply and optimizing infrastructure layout [6] Industry Growth - China's total computing power scale has been growing at an annual rate of approximately 30% in recent years [3] - As of July, over 1,000 enterprise users are registered on China's computing power platform, with more than 100 service providers and over 110 quality computing power products available [4][6] - The computing power infrastructure in China is among the top globally, with a scale of 788 EFLOPS and a total storage capacity exceeding 1,680 EB [3] Policy Support - MIIT aims to establish a comprehensive policy system for computing power layout and promote the construction of green data centers [6] - The "Computing Power Interconnection Action Plan" outlines goals for establishing a standardized interconnection system by 2026 and achieving nationwide public computing power standardization by 2028 [6][7] Technological Innovation - Numerous companies showcased innovative achievements at the conference, contributing to the development of the computing power industry [9] - Major breakthroughs in technology were highlighted, demonstrating China's capability in achieving global leadership in computing power and related industries [10] Economic Impact - By 2035, artificial intelligence is projected to contribute over 11 trillion yuan to China's GDP, potentially driving a tenfold to hundredfold increase in computing power demand [3] - The implementation of innovative solutions, such as the "Nine Provinces" computing power optical network, is expected to generate significant economic benefits, including a projected GDP increase of over 12.6 billion yuan [10]