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工业算力再迎利好 上市公司多维布局抢占先机
Zheng Quan Ri Bao· 2025-08-13 13:43
Group 1 - The Chongqing government has issued a plan to accelerate the development of "5G + Industrial Internet," focusing on infrastructure upgrades, technological innovation, and industry integration [1][2] - The plan aims to enhance the service capabilities of new industrial networks represented by 5G, with a target of constructing 30 new city-level 5G factories by 2027 [2] - The initiative is expected to significantly boost investments in industrial computing infrastructure, benefiting related listed companies such as computing infrastructure suppliers and industrial internet platform providers [3] Group 2 - Companies are increasingly investing in the industrial computing market, with notable developments from Beijing Siter Technology and Guangdian Yuntong Group, which are building comprehensive AI ecosystems and cloud services [4] - Several listed companies, including Inspur Electronic Information Industry and Foxconn Industrial Internet, are actively expanding in the industrial computing sector, with Foxconn reporting a revenue increase of 35.58% year-on-year in the first half of 2025 [5] - The current competitive landscape in the industrial computing industry is shifting towards ensuring low latency and high reliability, with a focus on integrating AI frameworks and real-time operating systems [3][6]