Group 1 - The core viewpoint of the article emphasizes the establishment of a modern industrial system in Hainan, focusing on the digital economy as a key area for innovation and growth [1] - The action plan aims to transform the Haikou Revival City and Hainan Ecological Software Park into innovation-driven and application-driven digital economy industry clusters [1] - By 2027, the core revenue of the digital economy in Hainan is projected to reach 220 billion yuan [1] Group 2 - The plan includes accelerating the layout of computing power industries and fostering a data element market to promote secure and orderly data flow [1] - The strategy involves leveraging technologies such as blockchain, AI, and big data to enhance sectors like digital health, digital entertainment, and shared platforms [1] - There is a focus on industries such as gaming export, data processing, semiconductor chips, and integrated circuits [1] Group 3 - The initiative also aims to promote the digital transformation of enterprises in sectors like petrochemical new materials, modern biomedicine, high-end food processing, and equipment manufacturing [1] - The goal is to advance the integration of digital and physical industries through these transformations [1]

Group 1 - Gansu Qingyang is an important part of the Shaanxi-Gansu-Ningxia border area, providing significant material support for the anti-Japanese war while expanding its agricultural advantages and accelerating the development of the computing power industry for high-quality growth [1] - The local agricultural development includes vegetables, apples, and livestock, with per capita disposable income of rural residents increasing from 4,262.4 yuan in 2012 to 14,200 yuan in 2024 [5] - Qingyang has established a large integrated energy base for wind, solar, and thermal power, contributing to the supply of green energy to eastern regions through the recently operational Long Electric Project [5] Group 2 - Qingyang's computing power scale has reached 66,000 P, positioning it as one of the ten data center clusters in the "East Data West Computing" project, attracting more domestic enterprises to build data centers in the region [7]

8月1日，上海市通信管理局发布关于开展"算力浦江"2025年算力基础设施高质量发展专项行动的通知。 其中，将持续优化算力中心布局。加快已获得能耗指标的算力中心建设，至2025年底，本年度新建成的 大型以上算力中心不少于5个，全市算力中心智算规模争取达到100EFLOPS(FP16)以上。 银河证券认为，人工智能推动通信行业相关企业再发展，看好硬件端发展高增长。结合供给以及需求， 当下时点，算力板块仍处于快速发展周期中，且各家对于大模型的投入也将持续发展，在流量入口争夺 以及广阔应用市场想象空间的驱动下，并不会因为一家流量入口独大而有所下调，作为其最重要的算力 底座需求端也将日趋旺盛。 第一上海证券认为，看好AI应用驱动的算力需求持续高增长，海内外AI应用进入普及的拐点时刻，国 内外算力产业链共振。国产算力产业链在沉寂数月后重新赢得市场关注。国内算力紧平衡的状态将持 续，国产算力的卡脖子环节如先进制程产能、先进封装产能、大模型适配等，随着时间推移均将被逐步 攻克，产业链好消息预计将持续不断催化市场，看好2025年下半年乃至2026年国产算力的投资机会。 ...

31日早盘，AI产业链全线沸腾，光模块等AI硬件带动AI应用大涨，创业板人工智能涨幅持续扩大超 3%。AI算力硬件方面，光模块龙头"易中天"（新易盛、中际旭创、天孚通信）集体新高；AI应用方 面，易点天下20CM涨停，深信服大涨超7%，拓尔思涨超5%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅扩大，盘 中涨幅摸高3.73%，价格持续推高触及0.64元，放量成交超2.35亿元。 算力硬件方面，英伟达昨晚股价再创历史新高！国盛证券认为，A股算力产业链是稀缺的真成长板块。 未来随着AI商业化的持续落地，算力产业趋势有望成为上一轮云计算的黄金十年的强化版，A股AI主线 中的优秀企业估值体系有望向成长股切换。海外算力复苏趋势已经较为显著，坚定推荐算力产业链相关 企业如光模块龙头、光器件等。 AI应用方面，消息面上，据不完全统计，大模型应用的个人用户注册总数已超过31亿，API调用用户总 数超过1.59亿。东方证券表示，看好下半年垂类AI产品用户增长和商业化闭环提速，考虑到目前海外AI 付费习惯和意愿更好，认为应重视国内有海外AI应用布局的公司，商业化起量或超预期。 把 ...

在7月30日举办的《国家信息化发展报告(2024)》发布会上，工业和信息化部信息通信发展司副司长赵 策指出，将加快推进算力基础设施高质量发展。深入实施《算力基础设施高质量发展行动计划》，推动 算力基础设施布局优化，加强算力发展统筹监测，着力提升算力利用效率。推动基础电信企业重点围绕 算力枢纽，规划建设一批高速宽带网络，进一步增强网络互通能力。组织开展多元异构跨域算力协同发 展专项，提升技术创新和行业应用水平。成立算力产业发展方阵，建设中国算力平台，开展算力应用创 新典型案例征集，持续深化算力应用赋能。截至2025年3月底，我国在用算力标准机架达1043万架，智 能算力规模达748EFLOPS，有力支撑了人工智能发展和各领域智能化转型升级。下一步，工信部将扎 实推进新型信息基础设施建设发展，持续拓展"双千兆"网络覆盖广度和渗透深度，推进重点城市、热点 地区5G-A网络覆盖，有序引导万兆光网从技术试点走向部署应用，持续推进5G、千兆光网、智能算力 等深层次应用，深度赋能产业数字化转型。(中新网) ...

Core Insights - The WEC China Computing Power Industry Panorama (2025) aims to create a comprehensive map of the computing power industry, highlighting its development and opportunities for innovation [1][2][3] Industry Development Direction - The 2025 panorama will cover three core areas, twelve sub-industries, and seventy-eight vertical tracks, establishing a complete ecosystem from computing power infrastructure to application scenarios [2] - The upstream sector focuses on chip design and manufacturing, IT hardware, and computing center infrastructure, laying a solid foundation for computing power [2] - The computing power industry encompasses basic software, computing services, and platform development, forming a central network for technology and services [2] - The downstream sector includes data services, large model applications, AIGC tools, and various industry applications, showcasing the potential of computing power to empower the real economy [2] Value Proposition for Participants - Joining the panorama offers three core values: brand exposure, ecosystem connectivity, and trend insights [5] - Companies will gain official recognition and visibility at major industry events, enhancing their industry recognition [5] - The classification system will facilitate precise matching of upstream and downstream resources, promoting collaboration across different sectors [5] - Participants will receive priority access to industry analysis and insights, enabling informed strategic decisions [5] Participation Details - The application period for the panorama is from July 1, 2025, to August 10, 2025, with no fees required for participation [6][7] - The panorama will be officially launched at the WEC World Computing Power Expo, providing a platform for brand display and business expansion [7]

Core Insights - The 2025 World Artificial Intelligence Conference showcased the importance of computing power as the foundation of artificial intelligence, with various domestic chip and server suppliers participating to highlight the localization of computing power [1][2] - Major hardware manufacturers like Huawei and Sugon presented their latest computing solutions, including Huawei's "Ascend 384 Super Node," which is the largest in the industry, and Sugon's "Large-Scale Intelligent Computing Cluster" aimed at addressing key industry bottlenecks [1][2] - The event featured over 20 AI chip companies, with significant advancements in integrated training and inference machines, as well as cloud solutions that enhance the accessibility and efficiency of AI applications [2] Group 1 - Computing power is recognized as the cornerstone of AI, with a focus on domestic chip and server suppliers at the conference [1] - Huawei unveiled the "Ascend 384 Super Node," which consists of 12 computing cabinets and 4 bus cabinets, representing the largest scale in the industry [1] - Sugon introduced its "Large-Scale Intelligent Computing Cluster," which aims to tackle high computing costs, insufficient data efficiency, and challenges in practical application [1] Group 2 - The exhibition featured a strong presence of AI chip companies, including Moore Threads and others, showcasing their latest innovations [2] - The "Integrated Training and Inference Machine" was a highlight, with significant improvements in computing and data transmission efficiency [2] - Baidu demonstrated its self-developed 30,000-card cluster and the "百舸 AI Heterogeneous Computing Platform," promoting the widespread adoption of domestic computing power [2]

Core Viewpoint - Karamay City in Xinjiang is enhancing its talent attraction and development strategies to support its transformation into a modern industrial hub, focusing on high-quality economic growth and innovation in the oil and petrochemical sectors [1][2]. Talent Attraction System - Karamay has established a "1+2+27" talent policy framework and a talent development fund of 500 million yuan over three years to attract high-level talent [2]. - Since 2022, 390 projects have been selected under various talent plans, bringing in 1,071 high-level talents, with 34.22% being doctoral graduates and 46% holding senior professional titles [2]. - The city is focusing on strategic talent for the CCUS (Carbon Capture, Utilization, and Storage) industry and is leveraging resources from Shanghai to enhance its digital infrastructure [2]. Education and Employment - The city supports the expansion of enrollment at China University of Petroleum (Beijing) and Xinjiang Medical University, with over 16,000 students currently enrolled [3]. - In the past five years, 72.3% of graduates from local universities have chosen to work in Xinjiang, contributing to the development of the oil and medical sectors [3]. Talent Development System - Karamay has implemented the "Talent Gathering Oil City" initiative, selecting 282 talent projects since 2022 and achieving significant technological advancements, including 154 patents [4]. - The city is also focusing on educational reforms, training over 5,000 educators, and establishing various innovation platforms to enhance industry collaboration [4]. High-tech Enterprises and Economic Impact - The number of high-tech enterprises in Karamay has reached 234, with a technical contract transaction volume of 2.816 billion yuan [5]. Talent Service System - Karamay is improving its talent management and service systems, including the establishment of over 1,700 talent apartments and a comprehensive talent service framework [7]. - The city promotes a welcoming environment for talent, offering various services and benefits to enhance the sense of belonging for newcomers [7].

Core Insights - The core viewpoint emphasizes the need for computing power to transition from a cost burden to a value-driving engine, enabling equitable access to AI innovation for all enterprises [1][2] Group 1: Industry Trends - The industry consensus is that computing power must shift from being a "resource consumer" to a "value catalyst," with green, collaborative, and inclusive approaches as the key pathways for this transformation [1] - Green computing power is described as a new "passport" for survival and development, with a commitment to reducing carbon emissions and enhancing computing efficiency [2] Group 2: Company Initiatives - TianGang Intelligent Computing aims to implement green development through carbon reduction technologies, ecosystem building, and research initiatives, enhancing overall computing utilization while lowering energy consumption [2] - The company plans to create a collaborative ecosystem and a computing power trading model, integrating scheduling and financial support to foster a synergistic development environment [2] Group 3: Innovations and Achievements - TianGang Intelligent Computing has pioneered an elastic computing power programmatic trading platform, achieving a "bilateral growth flywheel" model [3] - The elastic GPU idle pricing strategy has enabled chip companies to save 35% on costs, while a dynamic pricing model supports a 50% user repurchase rate, demonstrating the commercial viability of the inclusive development model [3]

Core Insights - Qinghai Province is leveraging its clean energy resources to pursue a path of green and high-quality development, becoming a leader in clean energy production in China [1][3] Group 1: Clean Energy Infrastructure - Qinghai's total installed power capacity reached 75.9 million kilowatts by June 2023, with clean energy and renewable energy accounting for 94.2% and 72.6% of the total, respectively, both ranking first in the country [1] - The province has established the first clean energy and green computing scheduling center, which connects data from 28 power generation companies and 558 renewable energy stations, enabling efficient management of dispersed power generation facilities [2] Group 2: Operational Efficiency - The scheduling center allows for unmanned operation and centralized monitoring, reducing operational personnel costs by over 40% for power generation companies [2] - The center supports real-time monitoring, remote control, and fault handling, ensuring the safe operation of the power grid [2] Group 3: Green Computing Integration - Qinghai is integrating clean energy with green computing, responding to the growing demand for computing power driven by advancements in artificial intelligence [3][4] - The province has developed a big data model for coordinated scheduling of computing power and energy, optimizing energy consumption during periods of abundant renewable energy supply [4] Group 4: Carbon Footprint Management - Green computing is being utilized for carbon footprint tracking and green low-carbon certification for export products, enhancing the international competitiveness of enterprises [5] - The scheduling center has established a carbon footprint database for export-oriented companies, providing proof of green computing usage to help them navigate global green trade barriers [5]