记者从工业和信息化部了解到，我国正有序推进算力中心建设布局，提升智算资源供给能力和资源利用效率，加速构建协同高效的全国一体化算力网络。 数据显示，我国算力基础设施规模和水平不断提升，在用算力中心规模达1250万标准机架。当前，我国算力发展面临着算力监测效率不高、算力供需信息不 全、算力分配缺乏全局规划等难点。 工业和信息化部副部长张云明：合力布局智能算力设施，加快构建全国一体化算力网络，深化人工智能在信息通信网络中的部署应用，提升信息通信业支撑 AI、应用AI、融合AI的能力。 工业和信息化部日前发布的《算力互联互通行动计划》提出，构建算力互联互通平台体系，实现不同主体、不同架构的公共算力资源标准化互联。 积极降低运行能耗 据了解，用于AI大模型训练和部署的智算芯片比传统芯片性能更强、集成密度更高、耗电量也更大，各地在加速布局智算产业的同时，也在积极推动数据 中心向绿色化转型升级。 河北廊坊拥有超大规模智算集群，全国排名前十的算力服务商中有6家在此布局。眼前的算力服务园区就坐落着国内最大的单体机房。项目负责人告诉记 者，他们引入AI算法对系统进行数据分析，动态调整负载分配，得出不同环境条件下的系统最佳运行参数 ...

有券商表示，AI可能是自云计算以来最大的产业机会。从硬件层面看，除GPU保持较快增速之外，ASIC可能在明年成为第二增长引擎，北美 算力产业链条业绩有望在后续几个季度保持较高增速。从需求端看，北美云厂商云收入增长和资本开支投入形成共振，人工智能闭环清晰， 发展仍处上升通道。 当前AI趋势明确，国内外云厂商资本开支高增，通信板块作为"卖铲子"的算力行业，市场规模有望持续增长。 通信概念股走强，胜宏科技涨超9%，中际旭创、工业富联涨超6%，新易盛、剑桥科技涨超4%。 受盘面影响，通信、5G相关ETF涨超3%。 | 代码 | 类型 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 515880 | 主 通信ETF | 3.042 | 0.101 | 3.43% | | 159811 | 主 5G50ETF | 2.254 | 0.073 | 3.35% | | 159994 | 主 5GETF | 1.845 | 0.058 | 3.25% | | 515050 | H 5G通信ETF | 2.253 | 0.066 | 3.02% | | 15958 ...

Group 1 - Google Cloud plans to double its computing capacity every six months, aiming for a 1000-fold increase in capability over the next 4 to 5 years [1] Group 2 - The communication sector is experiencing active performance in optical modules, with the Communication ETF (515880) rising over 1% and trading volume increasing [2] - The current AI trend and ongoing arms race in artificial intelligence are driving high capital expenditures from domestic and international cloud vendors, leading to continuous market growth in the communication sector [2] - The Communication ETF (515880) has over 50% exposure to optical modules, with "optical modules + servers + fiber + copper connections" accounting for over 80%, providing a comprehensive layout for the core computing engine [2] - Fund inflows have been significant, with a year-to-date growth of over 160%, bringing the current scale to over 12 billion yuan, making it the largest in its category [2]

11月18日，工业和信息化部办公厅印发《高标准数字园区建设指南》（以下简称《指南》），为数字经 济时代的产业载体升级划定明确方向，也为算力等核心支撑领域带来发展新机遇。 在政策持续加码的背景下，上市公司作为产业创新主力军顺势加速算力布局。业内人士指出，凭借政策 的助力、深厚的技术积淀、稳定的产能优势与多元的产业协同能力，相关企业将在智能算力规模高速增 长的浪潮中抢占发展先机。 政策助力持续加码 上市公司积极布局 当前，算力行业正迎来高速增长期。国际数据公司（IDC）与浪潮信息（000977）此前联合发布的 《2025年中国人工智能计算力发展评估报告》显示，预计2023年至2028年中国智能算力规模年复合增长 率达46.2%。 在此背景下，多家上市公司积极加大算力领域投资与布局，成为行业发展的重要推动力量。 据芯原微电子（上海）股份有限公司披露，公司2025年第三季度新签订单15.93亿元，同比大幅增长 145.80%，其中AI（人工智能）算力相关的订单占比约65%。 江苏中天科技（600522）股份有限公司日前在互动平台回复提问时表示，采用VCSEL、EML、硅光三 种技术路线的全系列400G光模块均已规模量 ...

Core Viewpoint - Hainan Huatie's major shareholders plan to increase their stakes in the company amid ongoing regulatory scrutiny and recent stock price fluctuations [1][4][6] Group 1: Shareholder Actions - Hainan Huatie's controlling shareholder, Hainan Jinkong, plans to increase its stake by investing between 25 million and 50 million yuan over the next six months starting from October 17 [1] - Hu Danfeng, a significant shareholder and the company's general manager, also intends to increase his stake with an investment of between 30 million and 50 million yuan within the same timeframe [1] Group 2: Regulatory Issues - On October 16, Hainan Huatie received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into suspected violations of information disclosure laws [4] - The company stated that its production and operational activities are proceeding normally and that it will cooperate with the CSRC's investigation while fulfilling its disclosure obligations [4] Group 3: Market Performance and Business Developments - Hainan Huatie's stock price fell by 9.45% to 6.9 yuan per share as of the midday close following the announcement of the CSRC investigation [4] - The company had previously announced a significant order totaling 6.67 billion yuan for computing power services, but recent events, including the cancellation of nearly 3.7 billion yuan in orders and sudden changes in shareholder actions, have led to a downward trend in its stock price [6]

Core Viewpoint - Hainan Huatie (603300.SH) announced unusual stock trading fluctuations due to changes in downstream customer demand for computing power equipment, leading to uncertainty in acquiring new orders and the sustainability of its computing power business [1] Summary by Categories - **Company Announcement** - Hainan Huatie issued a notice regarding abnormal stock trading fluctuations on October 10 [1] - **Market Demand** - There has been a change in downstream customer demand for computing power equipment, which is impacting the company's future order acquisition [1] - **Business Sustainability** - The future sustainability of the computing power business is uncertain due to the aforementioned changes in demand [1]

Core Viewpoint - The company is actively expanding its team and business in the computing power industry through the recruitment of skilled professionals and is currently generating revenue from its operations [2] Group 1 - The subsidiary Wuhu Changxin Huarui Intelligent Computing Technology Co., Ltd. is enhancing its team by attracting top talent in procurement and technology within the computing power sector [2] - The company is currently operating normally and has achieved revenue generation at this stage [2] - The company is accelerating the expansion of its intelligent computing business in collaboration with industry partners [2]

Core Viewpoint - The recent surge in Luoyang Molybdenum's stock price by 5.12% to HKD 13.34 is linked to a significant procurement contract by Oracle, valued at USD 300 billion, which has ignited investor interest in the computing power and AI sectors [1] Group 1: Company Performance - Luoyang Molybdenum's stock price increased by 5.12%, reaching HKD 13.34, with a trading volume of HKD 405 million [1] Group 2: Industry Trends - Oracle's procurement contract worth USD 300 billion (approximately CNY 2.14 trillion) has heightened global investor enthusiasm for computing power and AI-related sectors [1] - The application of cobalt materials in the transistor contact layer significantly enhances device performance, particularly in advanced processes like 5nm, by reducing contact resistance and improving transistor switching speed, thereby supporting the performance leap of high-end AI chips [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the digital economy theme index and its related ETFs, indicating a bullish trend in the sector [1][2] - As of August 27, 2025, the CSI Digital Economy Theme Index (931582) rose by 3.41%, with significant gains in constituent stocks such as Zhongke Chuangda (300496) up 16.86% and Wealth Trend (688318) up 12.62% [1] - The digital economy ETF (560800) also saw a half-day increase of 3.30%, with a recent price of 1 yuan, and a weekly cumulative increase of 12.01% [1][2] Group 2 - The State Council has issued opinions on the implementation of the "Artificial Intelligence +" initiative, focusing on enhancing intelligent computing power and supporting AI chip innovation [2] - The report indicates that the investment in the computing power industry is entering a heated phase, with significant capital expenditure from domestic and international CSP giants directed towards AI computing power [2] - The digital economy ETF closely tracks the CSI Digital Economy Theme Index, which includes companies involved in digital economy infrastructure and high levels of digitalization [2][3] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 50.74% of the index, with notable companies including Dongfang Caifu (300059) and Zhongxin International (688981) [3][4] - The top ten stocks showed varying performance, with Dongfang Caifu increasing by 1.15% and Zhongxin International by 5.47%, reflecting the overall positive trend in the index [4]

Core Viewpoint - The company reports that the computing power chain sector is experiencing rapid growth, driven by the ongoing demand from AI, indicating a high level of industry prosperity [1] Group 1: Performance and Growth - The computing power chain company has released a performance forecast showing significant growth [1] - The AI-driven computing power industry continues to demonstrate strong demand, suggesting sustained investment opportunities [1] Group 2: Investment Recommendations - The company recommends focusing on North American computing power chain core stocks that are experiencing continuous high growth while still being valued at historically low levels [1] - Companies that are likely to benefit from spillover demand and achieve customer or market share breakthroughs are highlighted as potential investment opportunities [1] - Attention is drawn to upstream segments that are currently in short supply, indicating potential for growth [1] Group 3: Product and Supply Chain Focus - With the bulk shipment of GB300, there is a recommendation to closely monitor the 1.6T optical module and CPO industry chain [1] - As H20 supply recovers, the introduction of new GPUs by NV to the Chinese market is noted, suggesting a focus on domestic computing power chains [1]