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全国算力“一张网”正由蓝图变现实
Zheng Quan Ri Bao· 2025-10-17 15:26
本报记者 许林艳 如果将数字经济比作一座高速运转的"智慧城市",算力就相当于这座"城市"里必不可少的"自来水"。如今,"城市"里的"用 水需求"急速攀升,但"供水管网"还不具备"精准调度""随用随取"的能力。随着"智慧城市"的规模不断壮大,这一"供水管网"也 就是"全国一体化算力网"的建设迫在眉睫。 10月16日,行业迎来重磅利好消息。当日,工业和信息化部办公厅发布的《关于开展城域"毫秒用算"专项行动的通知》提 出,构建高速大容量、确定低时延、泛在广覆盖的城域网络,在城域内提供毫秒级算力资源网络通达能力。 这是一场算力网络的"速度革命",专项行动将算力通达时延压缩至毫秒级,将使算力资源如水电般随取随用。"专项行动 将通过技术升级、网络优化、场景落地和资源整合,为全国一体化算力网建设提供坚实的网络基础,加速算力资源的跨区域协 同和行业应用,最终实现'算力即服务'的普惠化目标。"南开大学金融学教授田利辉对《证券日报》记者说道。 为高质量发展注入动能 在数字经济与实体经济深度融合的背景下,算力已成为驱动全球创新的核心引擎。我国正以"东数西算"工程为战略支点, 加速构建全国一体化算力网,通过优化资源配置和强化技术协同 ...
紫光股份25H1营收、扣非净利双双增逾两成 AI赛道跑出加速度
Quan Jing Wang· 2025-08-29 10:39
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual report, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, up 25.1% [1] Group 1: Financial Performance - The company achieved a revenue of 47.42 billion yuan, marking a 25% increase year-on-year [1] - The net profit attributable to shareholders, excluding non-recurring items, reached 1.12 billion yuan, reflecting a growth of 25.1% [1] - Core subsidiary, New H3C, reported a revenue of 36.4 billion yuan, with a remarkable growth rate of 37.7%, the highest in five years [1] Group 2: AI Strategy and Innovations - The company is implementing the "AI in ALL" strategy, enhancing its AI solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - Introduction of the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous setups [1] - Launch of high-density liquid cooling cabinet solutions to support 64 high-performance AI accelerator cards, significantly increasing computing density [2] Group 3: Product Development and Solutions - Continuous iteration of the LinSeer Cube AI integrated machine, now serving over 200 government and enterprise clients [3] - Introduction of the LinSeer ICT intelligent system, enhancing equipment inspection efficiency by 70% and fault diagnosis accuracy to over 90% [3] - Development of a comprehensive "computing-power-model-data" security solution, achieving a threat identification rate of 99% [3] Group 4: Market Expansion and International Cooperation - The company has successfully implemented AI solutions in various government and enterprise scenarios, receiving high market recognition [4] - Strategic partnerships with leading ISVs in countries like Germany and Kazakhstan to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aimed at international markets, focusing on AI connectivity solutions for SMEs [6] Group 5: Future Outlook - The company anticipates that its AI and intelligent computing businesses will become core growth engines in the market [6] - Unisplendour aims to leverage its strong technological foundation and market expansion capabilities to enhance customer success and capture more market share [6]
紫光股份发布2025年半年报:营收及扣非归母净利增长均超20% 跑出AI赛道加速度
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual results, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, also up by 25.1% [1] Group 1: Financial Performance - The company's core subsidiary, H3C, achieved a revenue of 36.4 billion yuan, marking a 37.7% year-on-year growth, the highest in five years [1] - The government and enterprise business segments experienced exceptional growth rates of 53.6% and 60.3% respectively, showcasing the company's robust development potential [1] Group 2: AI Strategy and Innovations - The company is deepening its "AI in ALL" strategy, enhancing its "computing power × connectivity" effect, and upgrading its Lingxi intelligent computing solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - New product launches include the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous models [1][2] - The introduction of high-density liquid cooling solutions and a new generation of lossless network solutions has significantly increased computing power deployment density and overall performance [2] Group 3: AI Solutions and Applications - The company has successfully implemented AI solutions across various government and enterprise scenarios, receiving high market recognition [4] - New AI applications include the City Rail Intelligent Body and Education Intelligent Body, enhancing operational efficiency and educational experiences [4][5] - The Lingxi Hub platform is being utilized to match optimal industry models, improving efficiency in sectors such as public service, healthcare, and smart manufacturing [5] Group 4: International Expansion and Collaborations - The company has seen continued high growth in its overseas business, achieving significant milestones in markets like Japan, Saudi Arabia, and the Philippines [6] - Strategic partnerships with leading ISVs in countries such as Germany and Kazakhstan are being established to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aims to meet the needs of international SMEs and industry-specific clients [6]