新华财经上海1月27日电（记者杜康、龚雯）27日，由上海市算力网络协会、上海仪电（集团）有限公 司联合主办的2026"智算申城"论坛在上海举办。记者获悉，上海智算资源集聚效应显著，其智算规模已 突破12万PFLOPS（每秒千万亿次浮点运算），市级智算调度平台纳管算力则近2万PFLOPS。 面向"十五五"，上海市经济和信息化委员会副主任潘焱表示，上海将适度超前建设一批智算基础设施， 加快沪产芯片规模化部署；构建自主可控的智算产业，构建"国芯国模国云"体系，打响智算超节点"上 海品牌"；营造开放共享的智算生态，持续优化政策、资本与人才支持，推动上海算力产业迈上新台 阶。 由中国信通院牵头，联合三家通信运营商、上海市算力服务商共同发起的上海"算力经济赋能共创体 系"现场发布，着力破解算力资源到经济价值的转化难题。此外，由上海仪电牵头承建，联合百团百项7 位科学家代表联合发起"科学智能开放社区算力支持计划"也在现场签约，该计划将聚焦科学智能发展需 求，构建面向全球科学家的科学智能算力基础设施和智算云服务底座。 （文章来源：新华财经） 上海正积极落实国家战略，实施"人工智能+"行动，引领制造业数智化转型。智算资源方面， ...

Core Viewpoint - The report from CITIC Securities anticipates continued growth in the computing power sector driven by sustained capital expenditures (Capex) from major CSPs, increasing demand for tokens, and continuous product capability enhancements [1] Group 1: Performance Outlook - The computing power sector's performance is expected to maintain a favorable growth trajectory through 2025 [1] - AI applications are projected to show structural highlights, particularly in areas such as AI fintech, AI healthcare, and AI data, with general agent applications also demonstrating resilient growth [1] - Overall profitability in the sector is likely to improve significantly [1] Group 2: Future Projections - Looking ahead to 2026, the computing power sector is expected to continue its favorable conditions, with AI applications poised to reach pivotal opportunities [1]

Core Insights - The article highlights the successful implementation of a mixed-rate network trial featuring 400G and 800G speeds in key computing power regions of China, particularly in the Guizhou-Guangzhou corridor, enhancing efficient interconnection and collaborative development of computing resources [1] - The "East Data West Computing" initiative has positioned Guizhou as a national hub for integrated computing networks, transitioning from a "data warehouse" to a "computing factory" [1] - The establishment of the "Xirang" computing scheduling platform in Guizhou aims to improve the efficiency of computing power allocation across various sectors [3] Group 1 - Guizhou has successfully completed a trial for a mixed-rate network, enhancing computing resource interconnectivity [1] - The "East Data West Computing" project has accelerated Guizhou's transformation into a computing power hub, with a focus on building a green data center that integrates general, super, and intelligent computing [1] - The computing capacity in Guizhou has increased from an initial 2P to over 10,000P, significantly expanding its computational capabilities [1] Group 2 - The network infrastructure has been upgraded to allow direct connections to 24 cities, reducing data transmission time by 33% and costs by over 30% for businesses in the Guangdong-Hong Kong-Macau Greater Bay Area [2] - The "Xirang" platform facilitates nationwide computing power scheduling, making it as accessible as utilities like water and electricity [3] - Collaborations with local meteorological agencies have improved weather prediction accuracy, enhancing disaster prevention efforts [3] Group 3 - Guizhou's digital economy strategy has led to a projected revenue of over 100 billion yuan in software and information technology services by 2024, with continuous growth rates among the highest in the country [4] - The region has established a comprehensive digital economy ecosystem, attracting multiple enterprises and creating a full industry chain from cloud services to data applications [4] - Guizhou currently operates 50 data centers with a computing capacity of 150 billion billion calculations per second, making it one of the strongest regions in terms of intelligent computing resources [4]

Core Insights - CIMG Inc. has executed initial commercial contracts related to computing power, with a total contract value of approximately $124 million in Q4 2025, indicating a strategic shift towards technology-driven growth [1][2][3] Group 1: Strategic Deployment - The company has elevated its computing power business to a core strategy, recognizing its importance in the digital economy and its role in driving AI and big data analytics [2] - Mr. Wenlong Tong has been appointed as President to lead the expansion of the computing power business, aiming to transform technological capabilities into sustainable market competitiveness [2][3] Group 2: Initial Contracts and Commercial Progress - CIMG's subsidiary, Xinmiao Shidai, was shortlisted for a server procurement tender by Guangzhou Bank with a benchmark bid of approximately $15.95 million, although this does not guarantee a contract [4] - A sales contract valued at approximately $106.5 million was signed by Zhongyan Shangyue Technology Co., Ltd., subject to inspection and acceptance [5] - Two separate sales contracts for computing power products were signed, totaling approximately $1.78 million, covering high-performance computing servers and GPUs [6] Group 3: Synergy with Core Business - The computing power deployment is synergistic with the company's traditional digital health business, exemplified by the development of the "LifeNode" product in collaboration with FLock Technology Holdings [7] - The CEO emphasized the goal of establishing computing power as a foundational technology connecting various business segments, aiming to create an innovative commercial ecosystem [8][9]

Core Insights - The National Bureau of Statistics has released implementation opinions on strengthening data technology innovation, emphasizing the construction of a unified national computing power network to support data technology research and verification [1] Group 1: Industry Trends - AI computing power is becoming a major growth engine in the telecommunications industry, with investment opportunities in the computing power supply chain, particularly in optical chips, OCS, hollow-core fibers, liquid cooling, and power supply [1] - The computing power sector has outperformed the market since 2025, with significant growth in both models and applications, indicating potential for a long-term bullish market similar to the US stock market in 2023 [1] Group 2: Domestic Developments - Domestic computing power is gaining momentum, with performance elasticity and investment certainty, driven by advancements in semiconductor equipment and AI chips under overseas restrictions, making domestic substitution a prevailing trend [1] - The collaboration between AI large models and domestic chip manufacturers is forming a complete technological ecosystem, with continuous capacity expansion expected to accelerate the integration into the domestic computing power infrastructure supply chain [2]

| 601138.SH | | | | --- | --- | --- | | 鼎通科技 | 162.41% | 0.57 | | 688668.SH | | | | 铝高股份 | 154.62% | 0.00 | | 688227.SH | | | | 中恒电气 | 151.15% | 0.37 | | 002364.SZ | | | | 芯原股份 | 143.94% | 0.00 | | 688521.SH | | | | 联特科技 | 124.49% | 0.12 | | 301205.SZ | | | | 长图通 | 113.70% | 0.10 | | 688143.SH | | | | 特发信息 | 113.57% | 0.00 | | 000070.SZ | | | | 兆易创新 | 113.12% | 0.15 | | 603986.SH | | | | 优刻得-W | 112.52% | 0.00 | | 688158.SH | | | | 卓易信息 | 111.01% | 0.27 | | 688258.SH | | | | 复旦微电 | 102.42% | 0.10 | | 688385 ...

Core Insights - The acceleration of the 1ms urban computing network construction is crucial for implementing the "High-Quality Development Action Plan for Computing Power Infrastructure" and is a key measure for optimizing regional computing power resource allocation under the "East Data West Computing" national strategy [1][2] Group 1: Urban Computing Network Development - The urban computing network is identified as a core carrier of computing power infrastructure, significantly impacting traditional industry upgrades and the cultivation of new ecosystems [1] - The China Academy of Information and Communications Technology (CAICT) has been conducting industry research and standard formulation around the 1ms urban computing network, continuously promoting the enhancement of urban computing network capabilities [1] - The construction of the 1ms urban computing network is becoming a vital link between national strategies and local development, with a focus on building a low-latency, high-reliability, and secure development system [1] Group 2: Sichuan Province's Computing Power Industry - Sichuan Province has established a comprehensive computing power industry development system based on the "Chuan-Yu Integration, All-Area Coordination, and Green Low-Carbon" development positioning [2] - The provincial government is actively promoting the supply-demand matching of the computing power industry and facilitating deep cooperation through various supportive policies [2] - Sichuan's computing power industry is advancing through a systematic and large-scale approach to infrastructure construction, with significant achievements in computing power center clusters and multi-level latency circles [2]

转自：证券时报 人民财讯12月11日电，国产算力产业上下游巨头中科曙光与海光信息之间的吸收合并大戏宣告终止。中 科曙光股价随即跌停，海光信息微跌。在人工智能热潮下，这场曾经被寄予打造垂直一体化"算力航 母"的交易，如今宣布各自扬帆起航，也为上市公司资产重组敲响风险警钟：即便风头无两的龙头股， 重组整合也难保万无一失。 ...

Core Insights - Sichuan has five products selected in the "Computing Power Strong Foundation" initiative by the Ministry of Industry and Information Technology, highlighting the province's advancements in computing power and data industries [1][2] Group 1: Selected Products - The selected products from Sichuan include: - "New Refrigeration System" by Yimikang Technology Group Co., Ltd. - "Intelligent Operation and Maintenance Robot for Computing Centers" by Sichuan Yunshangtianfu Technology Co., Ltd. - "Dual Cold Source Heat Pipe Multi-Split Air Conditioning System for Computing Power" by Sichuan Supin Information Technology Co., Ltd. - "Zero Carbon Space Computing Center" by Chengdu Guoxing Aerospace Technology Co., Ltd. - "AI-based Network Security Supervision Platform" by China Railway Chengdu Science and Technology Research Institute Co., Ltd. [1] Group 2: Initiative Overview - The "Computing Power Strong Foundation" initiative is a national-level major technological research program organized by the Ministry of Industry and Information Technology, focusing on six key areas: computing, storage, networking, applications, green technology, and security [2] - The initiative aims to select enterprises and institutions with strong innovation capabilities and key core technologies through a "reveal and take charge" mechanism to tackle significant technological products and solutions [2] - Sichuan has also issued the "Sichuan Province High-Quality Development Action Plan for Computing Power Infrastructure (2024-2027)," which emphasizes the development and demand for intelligent computing power, optimizing overall layout, enhancing operational efficiency, and promoting green and secure development [2]

Core Insights - The article highlights the rapid development of computing power in China, emphasizing its critical role in the AI industry and the ongoing efforts to optimize and expand computing resources across the nation [1][2][3]. Group 1: Company Developments - Hunan Huishiwei Intelligent Technology Co., led by young entrepreneur Gu Shanzhi, is advancing its self-developed "Juzhou" large model, benefiting from the powerful computing resources provided by the National Supercomputing Internet [1]. - The company has trained 40 million images, significantly enhancing its model's performance while reducing research and development costs due to affordable domestic computing power [1]. Group 2: Industry Trends - The national integrated computing network is being established to address issues such as supply-demand mismatches and high costs in computing resources, allowing more users to access efficient computing services [1][2]. - Policies like the "East Data West Computing" initiative and various action plans have been implemented to accelerate the construction of a unified national computing network, optimizing resource allocation and enhancing application scenarios [2]. - The computing resource layout in China is evolving, with a tiered structure of hub nodes, regional centers, and local edge computing, as indicated by the "2025 Computing Development Report" [2]. Group 3: Future Outlook - The computing industry in China is experiencing structural optimization and technological innovation, with a focus on collaborative resource management and dynamic optimization capabilities [3]. - Companies like Sugon are addressing technical challenges in multi-computing integration and heterogeneous collaboration, aiming to foster an open computing ecosystem that supports AI and other digital technologies [3].