基础底座不断夯实 今年以来，"扩容"频频成为各地算力中心的关键词： 在武汉未来科技城，中国电信中部智算中心完成扩容300台智算服务器，算力规模超2000PFLOPS； 在"东数西算"甘肃枢纽庆阳数据中心集群，机架规模达到3.1万架，重点服务京津冀、长三角、粤港澳 大湾区等区域的算力需求…… 2025世界人工智能大会上，华为首次展出昇腾384超节点真机，其算力总规模达300PFLOPS；2025中国 算力大会上，中国算力平台全面贯通，标志着一个国家级算力"智慧大脑"初步形成；DeepSeek新版本将 适配下一代国产芯片……近期，算力热度持续攀升。 国务院日前印发《关于深入实施"人工智能+"行动的意见》，对算力建设作出一系列部署。 数字经济时代，算力是如同水、电一样重要的基础资源。我国算力发展情况如何？未来着力点在哪儿？ "我国处于数字经济加速跑的关键期，在算力领域持续发力并取得显著进展。"中国信息通信研究院副院 长魏亮说，我国算力产业发展呈现算力结构优化与技术创新并进的局面。 截至6月底，我国在用算力中心标准机架达1085万架，算力总规模位居全球第二。运载力方面，规划建 设超过250条"东数西算"干线光缆。存储 ...

Core Insights - The demand for computing power in China is rapidly increasing, with significant advancements in infrastructure and technology being made to support this growth [1][2][5] - The Chinese government has issued policies to enhance the development of computing power, recognizing it as a critical resource in the digital economy [1][5] Infrastructure Development - As of mid-2023, China has 10.85 million standard racks in use for computing centers, ranking second globally in total computing power [2] - The "East Data West Computing" initiative has led to the construction of over 250 optical cable lines, enhancing the country's data transmission capabilities [2] - Major expansions in computing centers have been reported, such as the China Telecom Central Intelligent Computing Center in Wuhan, which added 300 intelligent computing servers, reaching over 2000 PFLOPS [1][2] Technological Innovations - The intelligent computing capacity in China has reached 788 EFLOPS, driven by advancements in artificial intelligence technologies [2] - ZTE has launched an intelligent computing supernode system that integrates self-developed AI chips, enabling flexible assembly of domestic GPUs for high-speed operations [2] - The development of a national integrated computing network is underway, with a tiered layout of hub nodes, regional centers, and local edge computing [3] Industry Applications - Computing power is transforming various industries, including automotive and healthcare, with significant improvements in operational efficiency and productivity [4][5] - In the automotive sector, companies like Geely are leveraging intelligent computing centers to reduce manufacturing cycles significantly [3][4] - The healthcare sector is experiencing explosive growth in data, with a 36% annual compound growth rate, leading to increased demand for computing power to support innovative applications [4] Future Directions - The computing power industry in China is transitioning towards high-quality, large-scale development, with a focus on optimizing resource allocation and enhancing technological collaboration [5][6] - By 2035, it is projected that artificial intelligence will contribute over 11 trillion yuan to China's GDP, driving a tenfold increase in computing power demand [5] - The government plans to implement a standardized interconnectivity framework for computing resources by 2028, aiming to improve efficiency and accessibility [6]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文 | 新浪科技 罗宁 政企业务成核心引擎，同比增109.9% 从业务板块的具体表现来看，政企业务成为中兴上半年营收增长的"核心引擎"，实现营收192.5亿元， 同比激增109.9%。 消费者业务上半年营收172.4亿元，同比增长7.6%，虽增速不及政企，但在终端生态构建与海外市场突 破上成效显著：个人终端领域全球首发努比亚Z70S Ultra摄影师版、Flip2小折叠屏、首款消费级平板Pro 等多形态AI终端，电竞品牌"红魔"深耕国内并发力海外线上渠道；家庭场景聚焦AI家庭网络、算力、智 能屏、机器人"四大件"。此外，二合一云PAD销量破百万，成为新增长点。运营商网络业务上半年营收 350.6亿元，虽仍有下降，但降幅已明显收窄。 值得一提的是，中兴上半年在海外市场也在紧密布局：其紧跟海外大国数据中心、算力基础设施建设浪 潮，深化中资企业出海与本地客户合作。同时通过自研芯片、智算服务器、超大规模集群等全栈国产化 智算产品，以及资源管理平台、训推平台等软件方案，提供端到端解决方案。 中兴通讯今日交出半年报。报告显示，上半年实现营收715. ...

Core Insights - The 2025 China Computing Power Conference showcased significant breakthroughs in computing power, including the "Jiuzhou" computing power optical network developed by China Mobile, achieving 10 EFLOPS, capable of performing 100 trillion calculations in one second [1] - The conference highlighted ten major advancements in China's computing industry, focusing on both core underlying technologies and ecological solutions that enhance efficiency and sustainability [1][2] - These advancements are expected to drive GDP growth by over 12.6 billion yuan, indicating a strong economic impact from the computing power sector [1] Group 1: Major Breakthroughs - China Mobile's "Jiuzhou" optical network is the world's largest 400G all-optical inter-provincial backbone network [1] - Shanxi Qineng's integrated platform for computing and electricity saves 10 million yuan in electricity costs annually and reduces carbon emissions by 100,000 tons [1] - Super Fusion's FusionOne AI solution enables rapid deployment of AI applications, with over 500 projects already implemented [1] Group 2: Collaborative Technologies - China Telecom's "Wide-area Intelligent Computing Lossless Networking Technology" allows efficient collaboration between distant data centers [2] - China Unicom's "Distributed Training and Inference Key Technology" ensures efficient and secure AI training while protecting data privacy [2] - Lenovo's "Comprehensive Large Model Training and Inference Solution" enhances model inference performance by ten times and enables rapid fault recovery [2] Group 3: Ecosystem Development - Alibaba Cloud's heterogeneous GPU cloud platform facilitates collaboration among different brands of domestic GPUs, supporting over 100 major projects [2] - ZTE's intelligent computing supernode system enables large-scale high-speed interconnection of domestic GPU cards, supporting training of models with over one trillion parameters [2] - Shanghai AI Laboratory's DeepLink solution allows large-scale mixed training across provinces, optimizing national computing resources [2][3]