Core Insights - The China Computing Power Platform (Shanghai) and Shanghai Computing Power Trading Platform have been launched and are now open to the public and various industries [1] - The platform aims to integrate high-quality computing power resources in Shanghai, providing efficient allocation and flexible scheduling of computing power services through advanced technology and innovative operational models [1] Group 1: Platform Features - The platform includes capabilities for computing power situation awareness monitoring, supply-demand matching, dynamic scheduling, industrial ecosystem community, and computing power challenge actions [1] - It aims to achieve five key objectives: a national "computing power resource ledger" for monitoring, a "one-stop service" for matching, a "unified network" for scheduling, a collaborative "ecosystem strategy," and a "core technology breakthrough list" for innovation [1] Group 2: Educational Initiatives - A dedicated education section of the platform, the Shanghai Education Intelligent Computing Service Platform, has been launched to support teacher training institutions in educational practice, AI course development, technology research, and academic studies [1][2] - The China Academy of Information and Communications Technology will continue to enhance the platform's capabilities under the guidance of the Ministry of Industry and Information Technology, promoting unified, normalized, and convenient construction of computing power resources across the country [2]

Core Viewpoint - The recent developments in China's semiconductor industry, including new regulations and export restrictions from the U.S., highlight the urgent need for domestic computing power localization as a critical choice for various sectors in China [1]. Group 1: Domestic Computing Power Development - The "2024 China Computing Power Development Report" indicates that by 2024, the total scale of computing power centers in China will exceed 8.3 million standard racks, with a total computing power of 246 EFLOPS, ranking among the top globally [2]. - Experts emphasize the importance of confidence in domestic computing facilities, asserting that they possess international competitiveness and should be actively utilized [2]. - A "research first" strategy is proposed to overcome the bottlenecks in the application of domestic computing power, particularly in commercial sectors where cost pressures exist [2]. Group 2: High-Performance Computing (HPC) Significance - High-performance computing centers, with vast storage and advanced processing capabilities, are crucial for scientific research and innovation in fields such as engineering simulation and genetic analysis [3]. - The advancement of domestic high-performance computing has significantly improved capabilities in areas like cosmic simulations, enhancing the precision of research [3]. Group 3: Systematic Innovation for Competitiveness - Experts argue that surpassing foreign counterparts in domestic computing power requires systematic innovation rather than relying on individual devices or metrics [4]. - The urgency for domestic computing power localization is underscored by recent restrictions on access to key biomedical databases for Chinese users, highlighting the need for a robust domestic supply chain [4]. Group 4: Policy and Ecosystem Development - The establishment of a domestic computing ecosystem is deemed essential, with suggestions for collaboration between manufacturers and research institutions to create open-source communities [7]. - Strong policy measures are advocated to ensure the successful implementation of domestic computing power solutions, as voluntary efforts may not suffice [7].

随着以高性能计算为代表的高端算力基础设施全球供应链风险不断升高，算力国产化已成为我国信息产业乃至各行业发展的重要命题。由中国智能计 算产业联盟、全国信标委算力标准工作组近日在京举办的 "2025 中国算力发展专家研讨会"上，包括中国科学院院士在内的十余位专家、学者就各自领 域算力国产化挑战与应对进行探讨。 专家们认为，以自信打破"不敢用"的思维定式，以体系创新破解"不好用"的现实困境，以生态协同构建"可持续"的发展根基 ，将成为构建自主可控国 产算力体系的方向。 《中国算力发展报告（2024年）》显示，2024年，我国在用算力中心机架总规模超过830万标准机架，算力总规模达246EFLOPS（EFLOPS指每秒进行 百亿亿次浮点运算），位居世界前列。虽然算力总量很大，但国产算力设施贡献占比并不高。 "对国产算力设施要有自信，这是最关键的。要敢于把国产算力产业链上相关设备用起来。"中国科学院计算技术研究所研究员张云泉以"印巴空战验证 国产战机实力"为喻提出，国产算力已具备国际竞争力，关键要自信、要敢用。张云泉提醒，在此过程中不能浮躁，要兼顾国际标准，不能闭门造 车。 针对国产算力落地瓶颈问题，张云泉提出在国产算 ...

5月19日，三大股指午后窄幅震荡，其中数字经济板块小幅上涨。截止下午14:00，数字经济ETF(560800)涨0.26%。相关成分股中，北方华创涨 1.49%、海光信息涨1.28%、寒武纪涨0.70%，中芯国际、东方财富、中科曙光等小幅跟涨。 消息面上，5月17日，在2025世界电信和信息社会日暨国际电信联盟成立160周年纪念活动上，中国电信、中国移动、中国联通三大电信运营商联 合中国信息通信研究院正式启动算力互联网试验网建设。 算力，可以说已成为继热力、电力之后新的关键生产力，是数字经济时代的基础设施。5G、云计算、大模型均需要算力作支撑。《中国互联网发 展报告2024》显示，我国算力基础设施建设步伐加快，算力总规模仅次于美国，位居世界第二。 对人工智能而言，算力同样至关重要。亚马逊、谷歌、微软、Meta等国际科技巨头近期发布的一季度数据均显示，资本开支显著增加，主要用于 AI和云服务的基础设施建设。天风证券认为，海外科网龙头在资本开支上大幅加码，重点投入AI数据中心、云服务及相关技术基础设施建设。随 着国内多个国家级算力中心项目有望陆续落地，AIDC算力产业部署有望持续加速。 做多数字中国，分享数字经济 ...

（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 ...

金 融 期 货 研 究 | | | 毛磊 | | | 投资咨询从业资格号：Z0011222 | | maolei@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 【期指期现数据跟踪】 | | | | | | | | | 期指数据 | | | | | | | | | | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | 沪深300 | 3907.2 | ↓0.91 | | 2414.6 | | | | | | IF2505 | 3908.2 | ↓0.74 | 1 | 239.3 | 20365 | ↓13325 | 19193 | ↓11402 | | IF2506 | 3872.8 | ↓0.74 | -34.4 | 698.1 | 59965 | ↓21992 | 153318 | ↓11284 | | IF2509 | 3808.2 | ↓0.67 | -99 | 181.5 | 15855 | ↓2926 | 65235 | ↓244 | | I ...

由单一"传统化工"升级为"3+2"现代主导产业体系 水往低处流，人往高处走。近日，有着"三峡门户"之称的湖北宜昌市披露的一组数据显示，截至2024年 底，该市人才总量已达到86.2万人，城区新集聚人才超8万人。 与人才数量持续增长相对应的是，2024年，宜昌经济总量首次突破6000亿元，达到6191亿元，四年连跨 两个千亿台阶，并由此成为"中部非省会第一城"。 近年来，在构建"双循环"新发展格局与长江经济带战略纵深推进的大背景下，作为长江中上游区域性中 心城市、湖北省域副中心城市的宜昌，深入实施"双碳引领、枢纽赋能、强产兴城"发展战略，加快建 设"长江大保护典范城市"，走出了一条"聚人气、强动能、提能级"的具有自身特色的高质量发展之路。 在不确定性因素增加、城市竞争日趋激烈的今天，宜昌的持续发展进位，到底是如何实现的？背后又蕴 藏着怎样的独有密码？ 产业是城市发展的基石。产业强，则城市兴。梳理宜昌近年来的发展历程，可以发现，产业动能的更新 换代和持续壮大，可谓是其成功"逆袭"最为关键的因素之一。 01 在过去很长时间里，依托长江水运交通、水资源及矿产资源优势，化工产业一直是宜昌的支柱和优势产 业，在整个工业化 ...

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 ...