韶关市委书记陈 少荣：举全市之 力打造华南"算 力之城"_南方+_ 南方plus "2026年，韶关 将坚决扛起筑牢 粤北生态屏障政 治责任，坚定不 移走生态优先、 绿色发展之路， 聚焦'做大工 业、做强主城、 做实县域'三大 重点，奋力谱写 韶关高质量发展 新篇章。"2月24 日，在全省高质 量发展大会主会 场上，韶关市委 书记陈少荣发言 表示。 过去一年，韶关 大抓产业、大抓 招商、大抓项 目、大抓生态， 荣获全省优秀招 商地市和全省优 秀产业承接地 市，初步建成服 务粤港澳大湾区 的最大算力集 群，春节过夜游 客增长35.9%。 面推进。 一是以工业倍增 求突破，挺起韶 关高质量发展的 钢铁脊梁。举全 市之力打造华 南"算力之城" ， 坚定扛起为大湾 区人工智能打好 算力底座的政治 责任，推动腾 讯、阿里、万国 等一批重大项目 全速建设，在现 有6277亩起步区 基础上，再扩区 1万亩，至今年5 月将有华为昇腾 384、阿里平头 哥5个万卡集群 投产，现已签约 订单647.2兆 瓦，总投资 1680.3亿元，都 必须将于2027年 7月前交付投产 使用。还有中金 数据、秦淮数据 等，将于近日签 约落地， ...

Investment Rating - The industry investment rating is "Outperform the Market - A" [7] Core Viewpoints - Liquid cooling technology is becoming a trend in data centers due to the increasing power consumption from AI chip performance upgrades, driven by three factors: industrial demand, policy support, and marginal changes in expectations [2][13] - The deployment of NVIDIA's GB300 and Huawei's Ascend 384 servers significantly boosts the demand for liquid cooling, as these advanced AI chips require efficient cooling solutions [3][14] - Various levels of policies have set clear requirements for liquid cooling and energy consumption in data centers, aiming for a national average PUE of 1.5 by the end of 2025 [4][15] - The overseas AI computing industry is showing strong performance, with Vertiv reporting a 35% year-on-year revenue increase in Q2 2025, indicating robust market demand [5][16] Summary by Sections Industry Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [7] Industry Performance - The computer industry index increased by 6.31% this week, outperforming the Shanghai Composite Index by 4.61 percentage points [17][18] Key Industry News - The report highlights the significant advancements in liquid cooling technology and its adoption by leading AI chip manufacturers, which is expected to drive demand across the computing industry [3][14] - The report also notes the positive financial results from global leaders in liquid cooling, reflecting a favorable market outlook [5][16]