并行科技副总裁、AI联合创始人赵鸿冰在「AI 算力新十年」论坛发表了主题为《基于用户视角的算力服务 及算网服务》的演讲。 历经18年超算领域深耕，并行科技见证并参与了中国算力市场的演进。当前，算力市场呈现多场景、多业 态的爆发式增长，从尖端超算到智算形态，从算力租赁到算力网络，行业生态日趋多元；与此同时，大模 型技术的快速迭代，也对算力的可用性、高效性与性价比提出了更高要求。 " 并行算网已接入62个算力中心，已累计输出超200亿核时、近2 亿卡时。 " 作者丨刘伊伦 编辑丨包永刚 2025年12月12-13日，第八届GAIR全球人工智能与机器人大会在深圳·博林天瑞喜来登酒店正式启幕。 作为AI 产学研投界的标杆盛会，GAIR自2016年创办以来，始终坚守"传承+创新"内核，始终致力于连接 技术前沿与产业实践。 在人工智能逐步成为国家竞争核心变量的当下，算力正以前所未有的速度重塑技术路径与产业结构。13日 举办的「AI 算力新十年」专场聚焦智能体系的底层核心——算力，从架构演进、生态构建到产业化落地展 开系统讨论，试图为未来十年的中国AI产业，厘清关键变量与发展方向。 在这样的背景下，从用户视角构建算力服务体 ...

12月19日，由中国光大银行主办的"走进长三角"综合金融服务研讨会在上海召开。会议发布了由光大银行专项打造的具有光大特色的"长三角综 合金融服务方案"，邀请人工智能领域专家、企业及同业机构代表50余人，对人工智能发展及应用趋势进行了交流研讨。 作为金融央企，光大银行坚持主动融入和服务国家重点区域协调发展战略，不久前在深圳举办了"走进大湾区"活动，此次"走进长三角"研讨会 是"走进大湾区"活动的接续和深化。 光大金融研究院院长马波指出，长三角作为与大湾区并肩的国家重要战略区域，既是我国经济社会发展的核心引擎，更是参与全球竞争的关键 平台，其一体化建设不仅关乎区域自身的高质量发展，更对全国发展大局具有举足轻重的战略意义。此次活动既是光大银行深入贯彻落实长三 角一体化发展国家战略、主动对接长三角发展需求的具体行动，也是我们以金融力量赋能区域产业升级、要素流动和市场融合的重要契机。 光大银行上海分行行长汤永东表示，长三角一体化发展被赋予"一极三区一高地"的核心使命，要求在长三角区域打造全国强劲活跃增长极、高 质量发展样板区、现代化引领区、一体化示范区及改革开放新高地。本次研讨会希望为相关科创企业与资本市场、产业资源搭 ...

针对本次警示函所提及的问题，超讯通信对GPLP犀牛财经表示，目前管理层已着手完善客户信息收集与评估机制，并加强催收策略与执行力度等措施，以 进一步强化内部控制。目前，超讯通信正对相关事项进行全面整改，计划在收到决定书之日起30日内完成整改工作，并向证监局报送整改报告，同时抄报上 海证券交易所。超讯通信将持续关注上述事项的后续进展情况，并及时履行信息披露义务。 12月12日，超讯通信股份有限公司（603322.SH，以下简称"超讯通信"）发布公告称，收到广东证监局出具的警示函，超讯通信因收入核算不准确、内部控 制不规范等问题被采取责令改正措施，董事长梁建华、总经理钟海辉等3名相关责任人同步收到警示函。 公告显示，超讯通信的违规问题主要涉及两方面：一是收入核算存在双重偏差，2023年至2024年前三季度，超讯通信将定制算力服务器业务按总额法确认收 入，但实际仅承担代理人角色，应采用净额法核算，导致多份定期报告信息披露不准确；2024年7-8月交付的两批算力服务器因业务人员未及时录入数据， 出现跨期核算问题，造成前三季度营收和利润少计。二是内部控制存在明显缺陷，一方面对GPU购销等业务的客户授信额度过大，应收账款账 ...

龙帅介绍到，量维资本专注长期价值投资，发现价值，创造价值。团队都是由各领域专家组成，资金也 来自全球的顶尖投资机构。目前，公司打造的是全球化的AI超算网络，全球价值的投资框架，以及私 募管理体系。 他提到，公司核心使命和愿景是创造可持续增长，推动业务增长和提升体验，引导企业人工智能转型， 依托科技创新共创价值，用基金来赋能科技，以及AI赋能整个实体，推动整个行业发展。业务矩阵是 主动管理与量化结合投资，通过AI进行量化交易，虚实结合。科技赋能资产管理，会利用先进的市场 手段对市场数据进行深度分析和挖掘，以实现更加精准的投资决策，为客户创造更大的价值。 龙帅特别指出，AI是非常有潜力的赛道，未来的趋势就是"5ABCD"。5是5G，未来通过AI人人都可以成 为超级智能体、超级IP、超级自媒体，这是AI时代+互联网的结合。"所以我们要抢占先机，而且AI有 关国家未来，今天中美的竞争就是AI的竞争，是科技的竞争，这一轮我相信中国一定会获得胜利。" 他强调，公司对AI非常重视，未来注定是全球化的时代，一个充满机遇的时代。公司核心能力是AI算 力，布局中东、美国和亚洲三大AI超算集群，深度投入GPU集群与训练池，推进Co ...

Core Insights - The financing leasing industry in China is experiencing significant growth, with a focus on integrating financing and physical assets to support various sectors, including aviation, maritime, and computing [1][2][4]. Aviation Sector - The Chinese aircraft leasing industry has evolved significantly since its inception in 2009, with over 2,400 aircraft delivered and a market position as the second-largest globally, holding nearly 20% of the market share [2][4]. - Major Chinese leasing companies, such as ICBC Leasing and CDB Leasing, are now among the top 10 global leasing firms, reflecting the industry's rapid development and systemic breakthroughs [2][4]. - Policy support, including tax incentives and special funds, has been crucial in fostering the growth of the aviation leasing market, as seen in Guangzhou's initiatives that led to a 560% year-on-year increase in aircraft imports [2][3]. Maritime Sector - Financial leasing companies are actively involved in the maritime industry, supporting the construction and operation of eco-friendly vessels, including LNG carriers and zero-carbon ships [6][7]. - The "14th Five-Year Plan" emphasizes the importance of marine technology innovation, with leasing companies providing funding for various maritime projects, thereby enhancing operational efficiency for shipping enterprises [6][7][8]. Computing and Data Infrastructure - The demand for computing power in China is surging, driven by initiatives like the "East Data West Computing" project, with the total computing capacity expected to reach 280 EFLOPS by 2024 [9]. - Financing leasing is emerging as a solution for companies to access computing resources, helping to reduce costs and support green transformation in the industry [9][10]. - Several leasing companies are implementing innovative financing models, such as "financing + intelligence," to facilitate the procurement of computing equipment for data centers and tech firms [9][10].

据中国信息通信研究院测算，算力每投入1元，将带动3至4元的GDP经济增长。这一显著的经济拉动效 应，正吸引多方主体加速入局算力租赁赛道。 而这也是金融租赁行业服务实体经济、赋能产业升级的机遇所在。"面对各行各业对技术革新、设备迭 代、智能制造的系统性需求，租赁'融资＋融物'的独特功能将迎来广阔发展空间。"国银金租董事长马 红说。 政策是业务发展的"指南针（300803）"。金融监管总局在金融租赁公司业务发展鼓励清单和项目公司业 务正面清单中均明确将算力中心设备纳入鼓励发展的租赁物范围，为金融租赁公司布局算力赛道提供了 合规依据。 在市场需求与政策导向双重驱动下，金融租赁行业正加速从传统设备租赁向"技术＋资本＋服务"一体化 解决方案提供商转型。通过直接租赁等模式，支持算力基础设施建设，助力科技企业GPU算力设备采 购，并开发定制租赁产品，同时，配套运维保障、技术迭代及资产残值管理等全生命周期服务。 "在算力基础设施等新兴领域，民生金租通过定制化融资方案，构建起'融资＋融智'的综合服务模式， 持续激发先进制造业的创新活力与升级动能。"民生金租党委书记、总裁孔祥歌表示。 数字经济浪潮奔涌向前，算力中心设备、集成电路 ...

Core Insights - The digital economy is rapidly advancing, with computing power centers and integrated circuits becoming key drivers of industrial transformation. By 2025, China's computing power infrastructure is expected to accelerate, with explosive growth in demand for computing power [1] Group 1: Market Dynamics - The total computing power scale in China is projected to reach 280 EFLOPS by 2024, with over 425.1 million 5G base stations built and mobile IoT terminal users reaching 2.656 billion [1] - The financial leasing industry is leveraging computing power center equipment to activate market liquidity and configuration efficiency through innovative financing models and lifecycle risk management [1] Group 2: Financial Leasing Opportunities - Every 1 yuan invested in computing power is estimated to drive 3 to 4 yuan in GDP growth, attracting various stakeholders into the computing power leasing sector [2] - Financial leasing companies are transitioning from traditional equipment leasing to integrated solutions that combine technology, capital, and services, supported by regulatory encouragement [2] Group 3: Collaborative Models - The "bank-leasing collaboration" model is being explored, with companies like Minsheng Financial Leasing providing significant financing support for computing power projects [3] - Major leasing firms are actively engaging in cross-border leasing projects and financing support for computing power infrastructure, with notable transactions reaching billions [4] Group 4: Future Trends - The evolution of artificial intelligence computing power infrastructure is shifting towards integrated solutions that encompass computing power, algorithms, data, scenarios, and services [5] - Local governments are planning to expand the leasing sector, with initiatives aimed at developing computing power leasing as a new productive force by 2030 [5]

21世纪经济报道 记者郭聪聪 近日，天津市委金融办正式印发《天津市建设国际一流国家租赁创新示范区更好服务实体经济高质量发 展实施方案（2026-2030 年）》（以下简称《方案》），明确提出到2030年末，全市租赁公司资产规模 力争达到2.8万亿元，全力构建配套完善、稳健规范、具有国际竞争力的租赁产业发展体系。 《方案》以"聚焦产业升级、优化发展生态、创新业务场景、筑牢风险底线"为总体思路，围绕十大核心 领域推出28项重点工作举措，涵盖融资、司法、人才、政策四大支撑体系建设，以及业务创新、品牌打 造、风险防控等关键环节，以推动租赁产业高质量发展。 在业务创新升级方面，《方案》明确了"巩固优势领域、拓展新兴赛道、深化产业协同"的业务升级路 径。 比较优势领域将持续发力，力争到2030年累计完成3000 架飞机、1600艘船舶租赁业务，绿色租赁资产 突破6500亿元；新兴领域布局同步提速，重点聚焦算力租赁、低空经济等新质生产力相关领域，加强产 业链对接，打造算力租赁高地；同时，拓宽设备更新、重点产业链等服务场景，推动"租赁+产业投 资""租赁+保税维修""租赁+资产交易"等创新模式发展，提升租赁服务实体经济的覆盖 ...

《方案》提出，力争到2030年末，全市租赁公司资产规模达到2.8万亿元，飞机、船舶、出口离岸 和绿色租赁比较优势持续巩固，累计完成3000架飞机租赁业务、1600艘船舶租赁业务，绿色租赁资产超 过6500亿元。同时，拓宽租赁新赛道，推动算力租赁等新质生产力设备租赁业务初具规模，全面提升租 赁行业发展水平和在经济社会发展中的贡献度。 值得关注的是，在打造特色业态方面，《方案》明确支持东疆建设全球飞机租赁中心、国际船舶租 赁中心和全球出口离岸租赁中心，同时高水平建设"绿色租赁高质量发展区"，引领行业绿色转型。 《方案》强调，将在风险可控前提下开展融资租赁先行先试各项创新，切实防范各类风险，坚决守 住不发生区域性风险、不引发系统性风险的底线。 中新网天津11月19日电 (记者 周亚强)记者19日从天津官方获悉，天津市委金融办日前发布《天津 市建设国际一流国家租赁创新示范区更好服务实体经济高质量发展实施方案(2026-2030年)》(下称《方 案》)，旨在进一步发挥融资租赁服务实体经济作用，高水平建设国际一流国家租赁创新示范区，促进 天津租赁行业高质量发展。 《方案》部署了推动融资环境、司法环境、人才环境和政策环境优 ...

Core Viewpoint - The Tianjin Municipal Financial Office has released a five-year implementation plan aimed at establishing an international first-class national leasing innovation demonstration zone, with a target of reaching a total asset value of 2.8 trillion yuan for leasing companies by the end of 2030 [1][2]. Group 1: Consolidation of Advantages and Expansion into New Fields - The plan sets clear quantitative goals for the leasing industry, aiming to maintain a leading position in traditional sectors such as aircraft, ships, offshore leasing, and green leasing, with targets including 3,000 aircraft and 1,600 ships leased, and green leasing assets exceeding 650 billion yuan [2]. - It emphasizes the expansion into new leasing sectors, particularly in computing power leasing and low-altitude economic equipment, to create a "computing power leasing hub" and inject new momentum into the real economy [2]. Group 2: Comprehensive Support System - The plan outlines a comprehensive support system across ten dimensions, including financing, legal, talent, and business innovation [3]. - To address financing challenges, it proposes a dual approach of securing special credit policies from banking institutions and encouraging direct financing through corporate bonds and asset securitization [3]. - It aims to enhance the legal environment by leveraging the expertise of the Tianjin Free Trade Zone financing leasing court and establishing a multi-faceted dispute resolution mechanism [3]. Group 3: Policy and Business Innovation - Key highlights include allowing financial leasing companies to issue foreign currency loans to project companies and supporting operational leasing to collect foreign currency rents [4]. - The plan encourages deep integration of leasing companies with the industrial chain and promotes export leasing through collaboration with the China Export Credit Insurance Corporation [4]. Group 4: Building a World-Class Industrial Cluster - The plan aims to create a nationally influential high-end leasing industry think tank and support core enterprises in the industrial chain to invest in compliant leasing companies [5]. - It seeks to establish a global aircraft leasing center and an international ship leasing center in the Dongjiang Comprehensive Bonded Zone, optimizing the business environment to compete with international hubs like Singapore and Hong Kong [5]. - The plan also emphasizes the importance of digital and intelligent regulatory transformations to ensure the stable development of the leasing industry [5].