【深圳商报讯】（记者 詹钰叶）近来多家算力产业链上市公司披露了2025年半年报或半年度业绩预 告，得益于基础算力设施的持续建设、人工智能相关算力投资的稳步增长等因素，不少公司业绩实现增 长。业内看好国产AI算力芯片等产业的前景。 今年以来算力板块股票普涨。数据显示，胜宏科技股价涨近480%（前复权），东芯股份、汇金股份、 宏景科技、新易盛、ST迪威迅、亿田智能、芯原股份股价涨逾200%，科泰电源、ST华通、海兰信、中 际旭创、并行科技、长芯博创、优刻得等23家公司股价涨逾100%。 还有不少上市公司正积极布局算力产业链。生益电子日前发布了关于投资智能制造高多层算力电路板项 目的公告，为满足服务器、高多层网络通信及快速发展的AI算力等中高端市场需求，拟总投资金额约 为19亿元。北京思特奇信息技术股份有限公司相关负责人本月在互动平台透露，公司构建了覆盖"算力- 数据-模型-智能体"的全栈AI生态服务体系。广电运通集团股份有限公司相关负责人在互动平台称，公 司打造了广州政务信创云、区级政务云、国资国企云、AI智算云等专属云服务，推出自主可控的运通 云、智算调度平台、超融合一体机等专属云产品。 长城证券分析师侯宾指出 ...

Core Viewpoint - Guangdian Yuntong's stock price increased by 0.30% to 13.37 yuan as of August 13, 2025, with a trading volume of 353,600 hands and a transaction amount of 472 million yuan [1] Group 1: Company Overview - Guangdian Yuntong operates in the computer equipment industry, focusing on financial technology and urban intelligence [1] - The company is committed to the research and application of artificial intelligence, big data, and cloud computing technologies, providing intelligent solutions and services [1] Group 2: Recent Developments - On August 12, the company announced on its interactive platform that it has completed the construction of the Guangzhou Artificial Intelligence Public Computing Power Center Phase II project, contributing to Guangzhou's role as a core node in the overall computing power planning of the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The company has developed dedicated cloud services such as Guangzhou Government's Trusted Cloud and district-level government clouds, and launched products like the self-controlled Yuntong Cloud and Smart Computing Scheduling Platform [1] Group 3: Financial Data - On August 13, the main funds of Guangdian Yuntong experienced a net outflow of 4.71 million yuan, with a cumulative net outflow of 123 million yuan over the past five days [2]

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]