Core Viewpoint - The event in Chengdu's Wuhou District focused on linking China's mobile industry ecosystem, showcasing investment opportunities in cutting-edge fields like artificial intelligence and microwave radio frequency, and promoting major industrial projects [1][3]. Group 1: Investment Opportunities - Wuhou District has implemented the "Establishing Parks and Full Parks" initiative, aiming to cultivate new productive forces and release extensive development opportunities [3]. - The investment opportunity list includes 48 major collaboration projects across various sectors, including smart terminals, healthcare, artificial intelligence, and low-altitude economy [3]. - Key projects highlighted include Wuhou New Quality Innovation Valley and the International Clinical CRO Industry Center, among others [3]. Group 2: AI+ Industry Ecosystem - The "China Mobile-Wuhou District AI+ Industry Ecosystem Alliance" was launched to integrate regional research and industrial resources, accelerating AI field outcomes and enterprise incubation [4][5]. - The alliance aims to leverage 5G and AI integration to enhance Wuhou's industrial upgrades and foster high-quality development in the electronic information sector [5]. Group 3: Project Signings - A total of 16 major industrialization projects were signed during the event, with a total investment of nearly 3 billion yuan [7]. - Notable projects include the Sichuan Huixin Smart Computing AI Power Center and the Suzhou Futai Technology City Service Robot R&D Center, focusing on AI and smart city applications [7]. - The projects align closely with China Mobile's industrial ecosystem, emphasizing AI+, microwave radio frequency, and new energy materials [7]. Group 4: Ecosystem and Environment - The event showcased Wuhou District's clear industrial positioning, rich application scenarios, and favorable business environment, which provide a broad platform for enterprise development [9]. - The district has gathered over 60 key artificial intelligence enterprises, indicating a robust ecosystem for innovation and collaboration [5].

李辉表示，算力中心创新采用工业厂房低碳改造模式，应用AHU间接蒸发冷系统、多联热相变冷却系 统、液冷系统、余热回收等高效节能的绿色技术，外立面采用光伏一体化（BIPV）立面设计，并运用 AI赋能的运营管理平台和数字孪生系统，打造技术赋能与可持续发展融合的新型数字基础设施典范， 将整体能耗降低40%以上。 "我们应该是国内第一家把三种不同的先进节能技术融合到一个建筑里的算力中心，非常有挑战性，未 来我们还将进一步打造零碳产业园区。"李辉说。 "PUE（能源使用效率）值是衡量算力中心低碳化水平的核心指标，当前中心的PUE值仅为1.146，这一 数值远低于行业平均水平，处于领先地位。"近日，在"京彩不设限·经济热力站"活动上，北电数智智算 中心部李辉详细介绍了该算力中心的建筑减排和能源循环利用情况。 眼下，AI技术的快速发展导致算力需求呈指数级增长，尤其是在计算密集型任务时，算力基础设施的 用电量随之激增。当全球数字经济与"双碳"目标深度交织，算力"底色"的绿色化已成必然。作为北京 市"三个100"重点项目，北京数字经济算力中心通过创新探索，为全国绿色智算中心的建设和发展提 供"北京经验"。 在北京朝阳区酒仙桥的核 ...

Group 1 - Company stock price increased by 2.81% to 47.99 CNY as of June 27, 2025, with a market cap of 39.919 billion CNY, ranking 8th in the components sector and 345th in the A-share market [1] - The highest intraday price reached 49.5 CNY on June 26, 2025, while the lowest was 44.71 CNY on June 24, 2025 [1] Group 2 - Company announced a supplementary agreement for the three-party supervision of the special account for raised funds, with a total fundraising amount of 2.066 billion CNY and a net amount of 1.975 billion CNY after deducting issuance costs [2] - The company has allocated 19.43 million CNY to the new project "Intelligent Computing Center High-Density Interconnection Circuit Board Project Phase I," with 662.12 million CNY yet to be invested [2] Group 3 - The company completed the first vesting period of the 2024 restricted stock incentive plan, with 7,284,488 shares transferred to 492 individuals, including directors and senior management [3] - The total amount received from the incentive participants was 34.67 million CNY, and the company received a transfer registration confirmation from the China Securities Depository and Clearing Corporation [3]

Group 1 - The core viewpoint emphasizes the dynamic evolution of the industrial space in Zhongguancun Science City, highlighting the shift of enterprises from the southern to northern regions and back, influenced by technological advancements and the importance of proximity to universities [1][2][3] - The report from Startup Genome ranks Beijing among the top five global entrepreneurial ecosystems, with notable activity in the Wudaokou area and Zhongguancun streets, indicating a vibrant startup environment [2] - The establishment of new research institutions and favorable tax policies in Haidian District has significantly boosted the innovation landscape, with over 1,300 AI companies, including 15 unicorns, concentrated in the area [3][4] Group 2 - The ongoing development of the northern area of Zhongguancun Science City aims to bridge the economic gap between the north and south, with plans for a large model industry development zone [3][4] - The historical context shows that despite the establishment of various industrial bases, many hardware manufacturing sectors migrated to other regions, indicating a need for strategic planning in industrial park development [4][5] - The competitive landscape among nearly 100 industrial parks in Zhongguancun Science City necessitates a focus on long-term strategies to prevent "hollowing out" of these parks, ensuring they remain attractive to businesses [7][8]

Core Insights - The Yunlong Lake Laboratory is the largest underground laboratory in the field of deep earth engineering globally and has been officially designated as a provincial laboratory in Jiangsu, marking it as the fourth provincial laboratory in the region [1] Group 1: Future Developments - The laboratory is expected to produce multiple first-of-their-kind equipment in the deep earth field and demonstrate engineering projects that lead international research directions [2] - A deep geothermal energy storage and computing center is being developed, which combines surface and underground systems to utilize low-grade energy and achieve long-term, high-security energy storage [2] - The laboratory aims to develop zero-damage resource extraction technologies and efficient underground space utilization under extreme conditions [3] Group 2: Collaborative Efforts - The laboratory is engaging in collaborations with local power companies to explore low-carbon scenarios, solid waste disposal, and comprehensive utilization of gypsum mines [3] - Research on the stability of abandoned underground spaces and the efficient utilization of these areas is being prioritized, with a focus on sustainable development and environmental protection [3] Group 3: Technological Innovations - The laboratory is working on the development of unmanned perception and detection robots for underground spaces, which will enhance the ability to gather data from multiple angles and achieve a "transparent earth" concept [4] - The research team has already developed an integrated electromagnetic and optical equipment set, which has been applied in various deep earth operational scenarios [5] - The alignment of technological development with enterprise needs is emphasized, as companies play a crucial role in promoting cutting-edge technology applications [5]

证券研究报告·行业跟踪周报·环保 环保行业跟踪周报 军信携长沙数字集团共促垃圾焚烧+IDC 落 地，固废板块提分红+供热&IDC拓展提ROE 增持（维持） [Table_Tag] [投资要点 Table_Summary] 2025 年 06 月 23 日 证券分析师 袁理 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 陈孜文 执业证书：S0600523070006 chenzw@dwzq.com.cn 行业走势 -9% -5% -1% 3% 7% 11% 15% 19% 23% 27% 31% 2024/6/24 2024/10/22 2025/2/19 2025/6/19 环保 沪深300 相关研究 《海螺创业迎现金流拐点，固废板块 提分红+供热 IDC 拓展提 ROE》 2025-06-15 《垃圾焚烧板块的提分红逻辑验证： 从自由现金流增厚看资产质量的改 善》 2025-06-10 东吴证券研究所 1 / 25 请务必阅读正文之后的免责声明部分 重点推荐：海螺创业，瀚蓝环境，绿色动力，永兴股份，光大环境，军信股份，粤 海投资，美埃科技， ...

2024年，太行算力中心项目提速。同年5月15日，火山云大同公司曾以3285万元拿下大同市广灵县成交1宗工业用地。 中指土地数据显示，该地块为工业用地，位于大同市广灵县，建设用地面积73964㎡，规划建筑面积73964㎡，起拍价 3215万元，起拍楼面价435元/㎡。 同年7月，大同市广灵县人民政府网站发布抖音火山云太行算力中心二期项目建设项目规划许可公示牌。同月，抖音大 同电商直播基地也获得授牌，将以电商为媒介，将企业、高校、个体进行资源整合，培养地方示范性标杆直播企业， 并赋能更多当地传统企业。11月，抖音集团对火山云大同公司进行了注资增加，由1.6亿元增至23.6亿元，增幅1375%， 此举再一次推进了太行算力中心项目二期建设进度。 今年1月，火山云太行算力中心二期项目建设用地规划许可证正式获批。二期项目建设用地规划许可证便已正式获批。 据悉，该项目分两期建设，其中，一期投资总额约28亿元，占地220亩。项目二期投资总额达到45亿元，占地307.5亩， 相比一期投资规模明显增大。 在火山云太行算力中心项目得到新进展后，大同市委市政府领导便迅速与抖音集团高层座谈，并探索推进新项目。 算力作为新型生产力，已 ...

证券代码：300839证券简称：博汇股份 债券代码：123156 债券简称：博汇转债 了哪些思考和努力，生产情况、竞争优势等介绍一下。 答：您好！公司以市场需求为导向，协同油品贸易商、仓储物 流、检验检测等相关方，在政府相关部门的支持指导下，广泛调研 商讨执行要求和监管要点，顺利打通了该业务模式。这也是响应国 家能源自主战略、突破进口依赖的积极探索，打破了该产品期货交 割品依赖进口的局面，为我国保税船供油业务的稳健发展注入新动 能。公司目前可用于生产高硫燃料油的装置产能为40万吨/年，主要 客户方向为国际船舶加注，目前如无特殊情况，可满负荷生产。目 前在民营炼厂阵营中，公司是唯一一家经营保税高硫燃料油的企业， 并且生产基地位于国家一级化工区宁波石化经济技术开发区，便利 的港口交通和上下游企业聚集，地缘优势显著。 3、请问国资入驻能为公司带来什么支持？ 答：国资的入驻有利于发挥国资平台在产业培育、产业升级方 面的作用，促进公司发展更加稳健，进而加快完成产业转型，助力 公司长远发展。 宁波博汇化工科技股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会 ...

来源：中国新闻网 中新网银川6月16日电 (记者 李佩珊)记者16日从银川海关获悉，全国海关算力中心正式落地宁夏中卫， 标志着海关总署在西部地区建成的首个绿色算力枢纽投入使用，将为宁夏融入国家"东数西算"战略、推 动数字经济高质量发展注入新动能。 2023年，银川海关立足宁夏大数据集群资源优势，率先提出在中卫建设海关大数据中心的建议，获海关 总署高度关注。2024年，海关总署与宁夏回族自治区政府签订新一轮署区合作备忘录契机，将支持宁夏 云计算和大数据产业发展纳入合作框架，为项目落地奠定政策基础。在建设实施阶段，全国海关算力中 心(中卫)一期建设以海关研发网设备迁移作为开局重点工作，海关总署科技司牵头组建由银川海关、宁 波海关及中卫属地部门构成的"1+3+N"专项工作组，突破跨区域协调、技术对接等难题。2025年5月， 海关研发网系统在中卫西部云基地正式上线运行，标志着全国海关算力中心(中卫)一期项目全面建成投 用。 据悉，新投入使用的全国海关算力中心计划推动海关新一代大数据云平台落地，打造具备高并发处理和 存储能力的大数据平台，并适时启动智能算力服务建设，最终构建起以中卫为西部核心，联动北京、广 州节点的"北 ...

Core Viewpoint - The event aims to enhance the awareness and development of marine economy in Guangxi, aligning with national strategies for marine economic growth and ecological protection [6][7][8]. Group 1: Event Overview - The main event for the 2025 "World Oceans Day and National Marine Publicity Day" was held in Yulin City, Guangxi, focusing on the theme of "Coordinating Land and Sea, Striving for Marine Development" [6][7]. - Key officials, including Zhang Xiaoqin and Xie Jinyu, emphasized the importance of marine economic development and ecological protection [6][7]. Group 2: Strategic Goals - Guangxi aims to strengthen its marine economy by optimizing marine industry layout, expanding open cooperation, and integrating land and marine ecological development [7][10]. - The region's strategy includes the construction of a modern marine industry system and the promotion of marine tourism, fisheries, and transportation [11]. Group 3: Economic Data and Growth - From 2017 to 2024, Guangxi's approved marine area reached 792,704.9 acres, with marine GDP increasing from 137.7 billion to 258.09 billion yuan, reflecting an annual growth rate of 9.4% [11]. - The GDP of key marine economic areas, including Nanning and Beihai, grew from 656.51 billion to 1,092.99 billion yuan, with an annual growth rate of 7.6%, surpassing the overall GDP growth rate of the region [11]. Group 4: Collaborative Initiatives - Several cooperation agreements were signed during the event, including projects related to lithium batteries and artificial intelligence, indicating a push for innovation in marine-related industries [8][9]. - The event featured lectures and discussions aimed at promoting high-quality development of the marine economy in Guangxi [8][9].