Core Insights - The strategic cooperation agreement signed between Ankang High-tech Zone and the China Intelligent Computing Industry Alliance marks a significant step in implementing the "East Data West Computing" national strategy, aiming to accelerate the development of computing infrastructure in the western region [1][2]. Group 1: Strategic Importance - Ankang High-tech Zone is positioned as a key ecological supplement area for "West Computing," catering to the overflow demand for computing power from the eastern regions and providing supporting services such as data labeling and disaster recovery centers [2]. - The Ankang Intelligent Computing Center has established 2000P of intelligent computing power, accounting for 80% of the total industrial application intelligent computing power in Shaanxi Province, and ranks 13th in the "2025 China High-Performance Computing Performance TOP 100" list [2]. Group 2: Collaborative Framework - The China Intelligent Computing Industry Alliance serves as a core collaborative platform in the computing power sector, integrating hundreds of research institutions and leading enterprises, which will enhance resource complementarity and synergy with Ankang High-tech Zone's industrial foundation and policy advantages [3]. - The signing ceremony was attended by top industry experts, highlighting the importance of this collaboration in promoting the development of the computing power industry in the western region [3]. Group 3: Future Prospects - The collaboration is expected to transform Ankang into the largest and most technologically advanced intelligent computing core in southern Shaanxi, injecting strong computing power into the high-quality development of the digital economy in the Qinba Mountain area [3]. - This partnership contributes to the overall framework of computing power industry coordination between eastern and western China, enhancing the synergy between different regions [3].

Core Insights - The article emphasizes the significant advancements in artificial intelligence (AI) and intelligent computing capabilities in China, highlighting the government's support for innovation in AI technologies and infrastructure [1][5]. Group 1: Intelligent Computing Infrastructure - As of June 2023, China's operational computing center has reached a total scale of 10.85 million standard racks, with intelligent computing capabilities at 78.8 billion billion operations per second and storage exceeding 1,680 exabytes [1]. - The government has initiated policies to enhance the supply and accessibility of intelligent computing resources, aiming for economic efficiency and sustainability [5]. Group 2: Applications in Research and Development - AI technologies are driving significant changes in research methodologies, particularly in fields like computational biology, where intelligent computing has accelerated the analysis of complex biological data [3][4]. - Collaborations between universities and computing companies are fostering the application of intelligent computing in scientific research, enhancing the speed and accuracy of discoveries [3][4]. Group 3: Industry Applications and Innovations - Companies like Yili are leveraging AI and intelligent computing to create health profiles for livestock, improving monitoring and management efficiency in dairy production [5][6]. - The development of over 800 intelligent agents by Yili has optimized supply chain scenarios, significantly reducing risks related to inventory and logistics [6]. Group 4: Technological Advancements - Innovations in computing architecture, such as the development of ultra-node AI servers, are enabling faster and more cost-effective processing of AI models [8]. - The establishment of the "Ultra-node Computing Cluster Innovation Alliance" aims to enhance collaboration among various stakeholders in the AI and computing sectors, focusing on protocol development and application deployment [9]. Group 5: Educational and Collaborative Efforts - Companies are actively collaborating with academic institutions to develop intelligent computing solutions, contributing to the training of skilled professionals in the field [10]. - The integration of self-developed AI acceleration cards and collaborative research teams is fostering innovation and practical skills among young talents [10].

Core Insights - The development of artificial intelligence (AI) is significantly supported by advanced computing power and innovative technologies, as highlighted in the recent policy recommendations from the Chinese government [1] - China's computing power centers have reached a total scale of 10.85 million standard racks, with intelligent computing power at 788 billion billion operations per second, positioning the country among the global leaders in AI infrastructure [1] Group 1: AI in Research and Innovation - AI is driving a transformation in research paradigms, enabling faster and more accurate scientific discoveries, particularly in fields like computational biology [2][3] - The collaboration between universities and computing companies is accelerating the application of intelligent computing in research, enhancing the efficiency of model training and inference [2][3] Group 2: Diverse Applications of Intelligent Computing - Companies like Yili are leveraging AI and cloud computing to create smart health management systems for livestock, improving operational efficiency and product quality [4][5] - The integration of AI in manufacturing processes, such as in the production of high-speed trains, has significantly reduced simulation times and improved design accuracy [5] Group 3: Industry Collaboration and Innovation - The establishment of the "Supernode Computing Cluster Innovation Alliance" aims to enhance collaboration among companies in chip development, system design, and AI applications [8] - Innovations in computing architecture, such as the development of ultra-node servers, are addressing the challenges of high energy consumption and system scalability in AI applications [7][8]

Group 1 - The 2025 World Internet Conference in Wuzhen focuses on building an open, cooperative, and secure digital future, contributing new wisdom for global development [1] - China has established the world's largest information and communication network, with 4.705 million 5G base stations, achieving comprehensive coverage across all prefecture-level cities and key counties [1] - The scale of intelligent computing power in China has reached 788 EFLOPS, providing strong support for the development of the digital economy [1] Group 2 - Technological innovation is a significant characteristic driving the development of the digital economy, facilitating industry iteration and activating development momentum [4] - The conference showcases cutting-edge technologies and emphasizes the integration of technology and industry, highlighting the potential for traditional industries to evolve and new industries to emerge [4] - The conference aligns with the "14th Five-Year Plan," which emphasizes enhancing national security capabilities in emerging fields such as networks, data, and artificial intelligence [4] Group 3 - The concept of building a community with a shared future in cyberspace has become an important international consensus over the past decade, addressing issues like cybersecurity and personal information protection [5] - The conference serves as a platform for global collaboration on common issues such as artificial intelligence governance and digital infrastructure construction [5] - Under the guidance of the "14th Five-Year Plan," China aims to write more development miracles in the digital age, contributing significantly to global internet development and governance [5]

Core Viewpoint - The State Council's implementation opinion aims to accelerate the cultivation and large-scale application of new scenarios, emphasizing the integration of technology and industry to promote economic and social high-quality development [1][3]. Summary by Relevant Sections Overall Requirements - The opinion emphasizes innovation-driven, reform-promotion, and systematic advancement, leveraging China's vast market and diverse application scenarios to support the construction of major comprehensive scenarios and high-value niche scenarios [8]. Economic and Social Application Scenarios - Focus on creating new application scenarios in digital economy, artificial intelligence, unmanned systems, and biotechnology, with specific emphasis on integrating these technologies into various industries [9][10]. New Industry Application Scenarios - In manufacturing, the focus is on smart and green manufacturing, while in transportation, the emphasis is on intelligent traffic management and logistics [11][12]. Industry-Specific Application Scenarios - Emergency management, mining safety, and smart water management are highlighted as key areas for developing innovative application scenarios [13][14]. Social Governance and Public Services - The opinion promotes the development of smart governance services, including intelligent appointment systems and digital social security, to enhance public service efficiency [15][16]. Enhancing Application Scenario Support - The document outlines the need for policy support and management systems to ensure the effective implementation of new application scenarios, emphasizing collaboration among various sectors [20][21].

Core Viewpoint - The State Council's recent implementation opinion emphasizes the importance of cultivating and opening new application scenarios to promote large-scale application of new technologies and products, serving as a bridge between technology and industry, and facilitating the integration of technological and industrial innovation [1][3][4]. Group 1: Overall Requirements - The opinion is guided by Xi Jinping's thoughts and aims to fully leverage China's vast market and rich application scenarios to support the construction of various types of application scenarios, thereby promoting high-quality economic and social development [4][5]. Group 2: Key Areas of Focus - The opinion identifies five key areas for developing application scenarios: new fields and tracks, new business formats for industrial transformation, industry-specific application scenarios, comprehensive social governance services, and enriching livelihood application scenarios [2][5]. Group 3: Specific Application Scenarios - In the digital economy, the focus is on data analysis, virtual reality, and AI applications to enhance the integration of the digital and real economies [5][6]. - The manufacturing sector is encouraged to innovate in smart and green manufacturing, supporting the development of flexible production lines and smart factories [8][9]. - In the healthcare sector, the integration of new technologies like big data and IoT is promoted to enhance medical services and remote healthcare [13]. Group 4: Scene Opening and Resource Allocation - The opinion stresses the need for fair and efficient allocation of scene resources, encouraging collaboration across regions and industries to enhance the overall effectiveness of application scenarios [14][15]. - It also highlights the importance of establishing a supportive policy environment and management systems to ensure the safe and orderly development of these application scenarios [16][17]. Group 5: Implementation and Coordination - Local governments and relevant departments are tasked with strengthening coordination and cooperation to effectively implement the opinion, with a focus on practical execution and demonstration by government agencies and state-owned enterprises [18].

Core Viewpoint - The article discusses the implementation opinions issued by the State Council on accelerating the cultivation and opening of new application scenarios, emphasizing the importance of integrating technology and industry to promote large-scale commercialization of new technologies and products [2][3]. Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to leverage China's vast market and diverse application scenarios to support the construction of various types of application scenarios, ultimately fostering high-quality economic and social development [3]. Accelerating the Cultivation and Expansion of Application Scenarios New Fields and New Tracks - The digital economy will focus on data innovation and explore applications of technologies like the metaverse and AI in various sectors [4]. - In artificial intelligence, there will be an emphasis on core technology breakthroughs and the cultivation of high-value application scenarios [4]. - The initiative promotes the development of unmanned systems across land, sea, and air, encouraging applications in logistics, public services, and agriculture [4]. - Biotech applications will be expanded in materials, energy, and environmental sectors, creating an ecosystem for biotech industry integration [4]. New Business Application Scenarios for Industrial Upgrading - The manufacturing sector will focus on smart and green manufacturing, supporting the development of intelligent factories and zero-carbon parks [6]. - Transportation will innovate in smart traffic management and optimize urban transport structures [6]. - The logistics sector will develop smart logistics hubs and explore new models combining technology and logistics [6]. Industry-Specific Application Scenarios - Emergency management will enhance digital capabilities in disaster response and monitoring [7]. - Mining safety will integrate advanced technologies for improved safety and automation [7]. - Water management will focus on integrated monitoring and intelligent management of water resources [7]. Innovative Social Governance Application Scenarios - Smart governance will enhance public services through intelligent systems for appointment, identity verification, and regulatory oversight [8]. - Smart city initiatives will promote digital transformation across urban infrastructure and services [8]. - Rural development will focus on digital applications to improve governance and service standards [8]. Enriching Livelihood Application Scenarios - Healthcare will integrate new technologies for improved medical services and remote healthcare [9]. - Elderly care and childcare will leverage smart devices and remote services to enhance support [9]. - The cultural and tourism sectors will adopt digital technologies to create immersive experiences [9]. Promoting Scenario Opening and Efficient Resource Allocation - The initiative emphasizes the need for comprehensive scenario opening and cross-regional collaboration to enhance industrial upgrades [10]. - It aims to ensure fair and efficient allocation of scenario resources, promoting participation from various stakeholders [10]. Enhancing Application Scenario Support Capabilities - Policies will be coordinated to support innovation in new fields and ensure effective government procurement [12]. - Management systems will be improved to balance flexibility and regulation in scenario development [12]. Strengthening Organizational Implementation - Local governments and relevant departments are urged to enhance collaboration and effectively implement the initiative [14].

Core Viewpoint - The State Council's implementation opinion focuses on accelerating the cultivation and large-scale application of new scenarios, emphasizing the importance of scenarios as a bridge connecting technology and industry, and promoting the integration of technological and industrial innovation [5][6]. Group 1: Overall Requirements - The implementation opinion is guided by Xi Jinping's thoughts and aims to fully leverage China's large-scale market and rich application scenarios to support the construction of various significant application scenarios [8]. - It emphasizes the need for a systematic approach to promote the large-scale application of new scenarios, forming a path from technological breakthroughs to industrial applications [5][8]. Group 2: Key Areas of Focus - The opinion outlines five key areas for scenario development: new field applications, new business model applications for industrial transformation, industry-specific applications, innovative social governance applications, and enriched livelihood applications [6][8]. - It proposes 22 categories of key areas for scenario cultivation and opening, highlighting the need for collaborative efforts across various sectors [6][8]. Group 3: Specific Application Scenarios - In the digital economy, the focus is on exploring applications of technologies like the metaverse and virtual reality to enhance the integration of the digital and real economies [8][9]. - The artificial intelligence sector aims to accelerate the cultivation and opening of high-value application scenarios to meet diverse development needs [8][9]. - The clean energy sector is encouraged to develop applications in transportation and energy management, promoting a low-carbon transition [9][10]. Group 4: Social Governance and Livelihood Applications - The opinion emphasizes the need for innovative applications in emergency management, mining safety, and smart water management to enhance operational efficiency and safety [13][14]. - In the healthcare sector, the integration of new technologies like big data and IoT is encouraged to improve medical services and patient care [16][17]. Group 5: Implementation and Coordination - Local governments and relevant departments are urged to strengthen collaboration and increase efforts in scenario cultivation and opening, ensuring effective implementation of the opinion [21]. - The National Development and Reform Commission is tasked with guiding and coordinating the efforts, proposing clear and executable requirements for scenario development [21].

Core Viewpoint - The State Council's implementation opinion emphasizes the importance of cultivating and opening new application scenarios to promote the large-scale application of new technologies and products, serving as a bridge between technology and industry, and facilitating the integration of technological and industrial innovation [3][4][6]. Group 1: Overall Requirements - The opinion is guided by Xi Jinping's thought and aims to fully implement the new development concept, focusing on innovation, reform, and the effective allocation of resources to support the construction of various application scenarios [4][7]. Group 2: Expanding Economic and Social Application Scenarios - The opinion outlines five key areas for developing new application scenarios, including digital economy, artificial intelligence, unmanned systems, biotechnology, and clean energy, with specific focus on fostering innovation and integration across these fields [8][9][10][11]. Group 3: Industry-Specific Application Scenarios - Emphasis is placed on creating application scenarios for various industries, such as smart manufacturing, transportation, logistics, and modern agriculture, to enhance productivity and efficiency through technological advancements [10][11][12]. Group 4: Social Governance and Public Services - The opinion highlights the need for innovative application scenarios in social governance, including smart government services, urban management, and rural development, to improve public service delivery and governance efficiency [13][14]. Group 5: Resource Allocation and Open Access - The document stresses the importance of fair and efficient allocation of scenario resources, encouraging collaboration across regions and sectors, and promoting the participation of private enterprises in the development of application scenarios [15][16]. Group 6: Policy Support and Management - It calls for strengthening policy support and management systems to ensure the safe and orderly development of application scenarios, while also promoting innovation in management practices [18][19].

Summary of Key Points from Conference Call Industry Overview - The conference call focuses on the **data center industry** in China, particularly its transformation driven by AI and government policies [2][3][4]. Core Insights and Arguments - **Government Support**: The Chinese government aims for intelligent computing to account for 35% of total computing power by 2025, as outlined in the "High-Quality Development Action Plan for Computing Infrastructure" [4]. - **Electricity Consumption**: Data center electricity consumption is projected to reach **166 billion kWh** in 2024, representing **1.7%** of total national electricity consumption. This is expected to grow significantly due to AI demands and projects like "East Data West Computing" [2][5]. - **Future Projections**: By 2030, total electricity consumption by data centers is expected to reach **411.4 billion kWh**, and by 2035, it could rise to **1,026.2 billion kWh**, with a compound annual growth rate (CAGR) of approximately **16.33%** from 2024 to 2030 [2][11]. - **Power Usage Effectiveness (PUE)**: The average PUE is currently **1.46**, with a target to reduce it to **1.25** by 2035. This indicates limited room for improvement in energy efficiency [8]. - **IT Equipment Power Consumption**: The power consumption of IT equipment per unit of computing capacity is expected to decrease by **8% annually**, reaching **162 million kWh** by 2035 [9][10]. Additional Important Insights - **Load Characteristics**: The demand for AI is causing a shift in load characteristics from stable to frequent short-term fluctuations, necessitating more flexible energy sources like thermal power [12]. - **Role of Thermal Power**: Thermal power is evolving from merely providing electricity to becoming a key stabilizing force in the new energy system, essential for balancing supply and demand fluctuations [13]. - **Future Demand for Thermal Power**: By 2030, the additional electricity demand from data centers is expected to require an increase of **40 million kW** in thermal power capacity, with an average load of **27.98 million kW** [14]. - **Market Performance of Thermal Power**: Despite a decline in competitiveness, thermal power remains strong in northern regions due to less impact from renewable energy fluctuations [15]. - **Valuation and Investment Outlook**: Current market valuations for thermal power companies are around **10 times earnings**, but there is potential for revaluation due to increasing energy demands and the unique role of thermal power in the new energy landscape [16][17].