同心致远、协同奋进。十余载深耕不辍，京津冀协同发展从蓝图落地为实景，从重点突破迈 向全域融合，世界级城市群主干构架已然成型，高质量发展增长极势能强劲。 当前，京津冀协同发展迈入深度融合、提质增效的新阶段，"十五五" 开局起步，每一步前 行都更需战略定力与系统思维，更彰显使命担当与时代作为。 风好正是扬帆时，策马扬鞭再登峰。值此 "十五五" 开局之年，长安街知事（微信ID： Capitalnews）联手三地党报再次推出系列报道 "京津冀一把手访谈录"，邀请三地市区党委 政府 "一把手"，共话协同成效、共商发展大计、共绘现代化首都都市圈美好新篇。 口市市长 张涛。梁涛摄 河北张家 近年来，张家口市在对接京津、服务京津中稳步推进高质量发展，推动产业发展协同协作、生态环境共 建共享，体文旅产业融合发展，加快经济社会高质量发展步伐。 回望"十四五"、迈步"十五五"，在落实京津冀协同发展国家战略上，张家口市有哪些成果，接下来又有 哪些工作计划？近日，记者专访了张家口市市长张涛。 推动产业协同升级，增强科创协作能力 记者：近年来，张家口是如何抢抓北京非首都功能疏解带来的发展机遇、助力本地产业升级的？"十五 五"时期，在融入 ...

Core Viewpoint - The report from Huachuang Securities indicates that Xiechuang Data is expected to see significant growth in its 2025 performance, driven by the rapid development of its intelligent computing business [1] Group 1: Business Focus and Growth - The company continues to focus on "intelligent computing + data storage + server remanufacturing + AIoT smart terminals," which is accelerating the delivery of key products and projects, leading to rapid revenue growth [1] - The server procurement amount for 2025 is projected to exceed 20 billion yuan, indicating a strong upward trajectory for the intelligent computing business [1] Group 2: Financial Projections - The company has deepened its enterprise-level storage layout and established supply cooperation with multiple original manufacturers [1] - Based on the market conditions for storage and computing leasing, the company's computing leasing and enterprise-level storage business is expected to drive significant performance growth, with adjusted net profit forecasts of 1.182 billion, 2.532 billion, and 4.054 billion yuan for 2023, 2024, and 2025 respectively [1] Group 3: Valuation and Rating - The report assigns price-to-earnings (PE) ratios of 65x for the storage business, 39x for the computing leasing business, and 23x for the IoT business for 2026, with a target price of 299.88 yuan, maintaining a "strong buy" rating [1]

证券日报网讯1月30日，优刻得在互动平台回答投资者提问时表示，AI4S是通过AI技术赋能基础科研， 利用AI、机器学习和高性能计算等技术破解传统科研周期长、成本高、数据处理难等痛点。云计算是 AI时代重要的基础设施，作为国内领先的云计算服务商，公司始终致力于把安全、专业的智能算力提 供给各行各业的客户，其中包括部分科研机构和院校等，但相关收入占比不高。 ...

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders between 1.05 billion to 1.25 billion yuan, representing a year-on-year growth of 51.78% to 80.69% [1] Financial Performance - The projected net profit after deducting non-recurring gains and losses is estimated to be between 1.01 billion to 1.21 billion yuan, indicating a year-on-year increase of 50.45% to 80.24% [1] Business Focus and Strategy - The company continues to focus on key business areas including "intelligent computing power + data storage + server remanufacturing + AIoT smart terminals," which has led to accelerated product delivery and project execution [1] - Enhanced supply chain collaboration and delivery management have contributed to the gradual realization of scale effects, resulting in improved profitability compared to the previous year [1]

韶关：投建620 亿元智算之城， 激活750亿元生 态富矿丨2026广 东两会_南方+_ 南方plus 1月26日， 广东省十四届人大五次会议韶关代表团举行全体会议并开放媒体提问。会上，韶关市委书记、市人大常 委会主任陈少荣，市委副书记、市长吴庆华围绕韶关在大数据与人工智能时代的战略布局，以及如何将 高质量发展成果切实转化为群众可感可及的美好生活，向媒体作出详细阐述，全面展现了韶关在新赛道 上的举措与成效。 广东省十四届人大五次会议韶关代表团召开全体会议。 谭家富摄 聚焦国家战略 打造湾区"智算 之城" "算力就是生产 力。"陈少荣一 语点明韶关转型 发展的核心抓 展望下一步，韶 关将把集群建设 视为高质量发展 的"胜负手"，从 三方面持续发 力：一是持续壮 大算力供给规 模，力争今年年 底形成30万标准 机架的承载能 力，上架算力达 250MW，更好 服务大湾区人工 智能等产业发 手。作为国家布 局的十大数据中 心集群之一，韶 关正凭借地质安 全、成本低廉、 网络时延低、人 才加速集聚等综 合优势，快速崛 起为服务粤港澳 大湾区乃至全国 的算力高地。尤 其是至广州、深 圳的优越低时 延，使其成为支 撑大湾区 ...

Core Insights - Beijing's high-tech industries are expected to achieve a value-added output exceeding 1.8 trillion yuan by 2025, accounting for 35.2% of the city's GDP and contributing nearly 60% to economic growth [1][2] Group 1: Policy Support and Financial Investment - The Beijing Municipal Bureau of Economy and Information Technology plans to release at least 25 policy support directions and invest over 1.5 billion yuan to promote the development of high-tech industries [2][3] - The growth targets for 2025 include a 7.5% increase in value-added output for high-tech manufacturing and a 15.5% increase for strategic emerging industries, with new enterprise registrations in these sectors rising by 19.4% and 47.7% respectively [2] Group 2: Innovation and Transformation Support - The implementation guidelines include nine key support directions to address challenges in innovation and R&D, offering up to 50% support for eligible projects based on their investment costs [2][3] - Seven key support directions are outlined to enhance quality and efficiency, including assistance for digital transformation and the development of industrial tourism experiences [3] Group 3: Pilot Testing and Capacity Building - The city will provide subsidies of up to 50 million yuan for the construction of pilot testing platforms, aiming to establish 20 major pilot testing facilities by 2026 [4] - The initiative aims to cover major industrial sectors and regions, with a focus on accelerating the commercialization of innovative results [4] Group 4: Computing Power and Future Industry Development - Beijing is enhancing its computing power resources, with plans to build a cumulative computing capacity of 200,000 P by 2027, supported by over 700 million yuan in subsidies to reduce computing costs for nearly 100 enterprises [5][4] - The "Win the Future" growth plan aims to support over 100 potential enterprises annually with an investment of 100 million yuan, focusing on early-stage companies and innovation teams [6][7]

工业和信息化部新闻发言人、信息通信发展司司长谢存在2026年1月21日举行的国新办新闻发布会上介绍，在 算力设施方面，我国已建成万卡智算集群42个，智能算力规模超过1590 EFLOPS，位居全球前列，有力支撑我国 人工智能产业快速发展。 2025年11月2日拍摄的安徽省宿州市算力产业园淮海人工智能计算中心服务器。新华社记者 黄博涵 摄 EFLOPS是什么意思？ 先了解一下算力，即对数据的处理能力。它看不见、摸不着，却时刻影响着你我的生活，比如智能音箱响应 用户指令、电子支付实时清算、在线购物个性化推荐、电影的特效处理等，背后都有算力支撑。 FLOPS，指的是每秒浮点运算次数，是用来衡量设备计算能力的指标。 在此基础上，还有MFLOPS（百万次）、GFLOPS（十亿次）、TFLOPS（万亿次）、PFLOPS（千万亿 次）、EFLOPS（百亿亿次）等，数值越大，计算能力越强，命名规则遵循国际标准。 超级计算机"前沿"（Frontier），峰值性能突破1EFLOPS，即每秒能完成1百亿亿次运算。以普通人按计算器 速度（1次/秒）计算，"前沿"1秒的运算量，需要80亿人持续按键近40年才能完成。 工业和信息化部日前 ...

Group 1 - The "Qihang·2025 Financial Summit" was successfully held in Beijing, focusing on the theme of "New Starting Point, New Momentum, New Journey," gathering hundreds of leaders and guests from various sectors including regulatory bodies, industry associations, financial institutions, listed companies, and media [1] - The "Jinzhi Award" aims to establish benchmarks for high-quality development, guiding listed companies to focus on their core businesses, continue innovation, and fulfill social responsibilities, thereby promoting capital to gather towards quality enterprises [3] - The award evaluation covered over 8,000 companies in A-shares, Hong Kong stocks, and Chinese concept stocks, with nearly 200 companies recognized for their contributions to high-quality development [3] Group 2 - Runze Technology was awarded the "Outstanding Frontier Technology Enterprise" for its deep engagement and innovative practices in the digital infrastructure sector, positioning itself as a leader in the digital economy transformation [4] - The company has been a leading technology firm in the comprehensive computing power center field for 16 years, focusing on stable, secure, reliable, and green services, and has established a strong reputation and brand influence in the industry [4] - Runze Technology emphasizes "R&D innovation-driven development," actively researching and laying out cutting-edge technologies such as liquid cooling technology and AI intelligent management systems [5] Group 3 - The company has delivered the industry's first fully liquid-cooled intelligent computing center, showcasing its strong capabilities in liquid cooling technology, and plans to apply its new generation of cooling technology in multiple new intelligent computing center projects nationwide in 2024 [6] - Runze Technology has established a strong first-mover advantage in liquid cooling and has participated in drafting several industry standards, leading the industry towards more efficient and environmentally friendly green computing centers [6] - The company aims to align with the "14th Five-Year Plan" for high-quality economic development, focusing on green development, energy efficiency, and contributing to the digital economy and computing power economy [7]

Core Insights - The "Shenzhen Venture Day" event, co-hosted by Shenzhen's local financial management bureau, the Shenzhen Technology Innovation Bureau, and the Chinese University of Hong Kong, Shenzhen, aims to promote innovation and investment in the AI sector [1][2] - The event serves as a platform for connecting university entrepreneurial projects with investment and industry resources in Shenzhen, facilitating the rapid commercialization of technological achievements [2] Group 1 - The event attracted numerous senior technical managers, investment institutions, and project representatives to explore innovation opportunities in the AI field [1] - The Hong Kong Chinese University Shenzhen Research Institute has supported over 120 entrepreneurial projects and plans to launch a new industrial center in Qianhai to bolster innovation in the Greater Bay Area [1][2] - The focus was on cutting-edge AI projects, including large models, intelligent computing power, and terminals, aiming to accelerate the integration of university research with Shenzhen's investment landscape [2] Group 2 - The successful hosting of the event showcased the innovative capabilities of the Hong Kong Chinese University in the AI sector and provided strong support for the transformation and industrial application of university technological achievements [2] - The event facilitated communication between venture capital institutions in Shenzhen and Hong Kong and technology innovation projects, enhancing the channels for the transformation and application of AI technology [2]

12月8日，蔡甸区城投集团董事长杨胜立提前来到位于蔡甸现代城的人工智能产业园项 目开工现场。他拿出手机，不断点击屏幕上的快门键，记录项目即将开建的重要时刻。 杨胜立代表人工智能产业园项目，与君晖文旅、宜宇安等项目代表一同登上项目现场设 立的舞台，签约落笔。这场从会议室搬到项目现场的集中签约活动，11个项目签约落户蔡甸 现代城，总投资86亿元。 当天，低碳催化与二氧化碳利用全国重点实验室协同创新中心在蔡甸现代城揭牌，该中 心将依托低碳催化与二氧化碳利用全国重点实验室长江大学分室技术优势，校地合作共同构 建低碳催化与二氧化碳利用创新研究体系。 人工智能产业园项目规划用地面积210亩，分两期建设，一期约106亩启动区建设办公塔 楼及少量标准化厂房，二期约104亩拓展区。 蔡甸现代城是蔡甸区打造千亿城区的重要载体，蔡甸区负责人表示，该区正以重大项目 与创新平台落地为牵引，加速打造现代产业新高地和区域消费中心、科创中心、服务中心。 杨胜立介绍，该项目将聚焦AI模型研发、智能算力、智能制造应用等前沿领域，构建 以"人工智能"为赋能核心、以"智能制造"为实体支撑的双核驱动产业体系，打造从技术研发 到场景应用的全产业链生态， ...