通信老柳2026-01-24 10:29:00 以上信息综合自网络媒体报道。 其中之一是九天研究院正式升级为九天公司，与去年成立的数智化部整合运作。中移九天公司（九天研 究院）通过公司与研究院的"一门两牌"机制，致力于实现一流的AI核心技术原始创新和一流的AI创新成 果转化，致力于成为国家人工智能整体布局的中坚力量。 其二是在集团层面设立"算力专项办公室"，张平宗出任办公室主任，统筹全集团的算力战略与布局。算 力专项办公室的设立，是对"4+N+31+X"体系的组织化升级，核心目标在于解决算力资源分散、跨区域 协同效率不足等问题，推动算力网络与AI、数据要素业务深度绑定。 据悉，中国移动新董事长上任后对内部进行了一系列管理创新，近期做出了两项具有战略意义的重大调 整，全面聚焦人工智能和算力领域。 ...

Core Viewpoint - The article emphasizes the rapid growth and evolution of the computing power market, highlighting the importance of building a robust computing service system from the user's perspective and the need for efficient resource integration and scheduling through computing networks [3][4][18]. Group 1: Computing Power Market Overview - The computing power market has experienced explosive growth across multiple scenarios and business types, evolving from supercomputing to intelligent computing forms, and from computing power leasing to computing networks [3][4]. - The current computing power market is characterized by four core business types: computing power leasing, computing power services, computing power operations, and computing power networks [3][22]. Group 2: User-Centric Computing Services - The company has developed a "factory-network integration" model, combining heavy asset investments in computing clusters with light asset expansion to connect various computing centers across the country [4][27]. - The computing power network can schedule over 2 million CPU cores and more than 50,000 GPU cards, serving over 160,000 users, with commercial output exceeding 20 billion core hours and nearly 200 million card hours [4][27]. Group 3: Key Trends and Future Directions - The compound annual growth rate of computing power is projected to reach 52.3%, driven by significant capital investments in AI infrastructure, despite concerns about a potential "computing power bubble" [5][6]. - The demand for inference capabilities is expected to drive the next wave of growth in the computing power market, with major clients already entering the stage of implementing inference business [11][12]. Group 4: Technological Innovations and Competitive Edge - The company has established a mature standard system for integrating computing resources, allowing for rapid access and networked output of computing power [7][8]. - A performance prediction model has been developed, achieving prediction errors of less than 2% in small-scale scenarios and single-digit errors in medium to large-scale scenarios, supporting user resource selection decisions [35][36]. Group 5: Market Position and Client Base - The company serves a diverse client base, including top universities and research institutions, with significant partnerships established to provide computing support for AI research [43][45]. - The computing power index is likened to essential utilities like water and electricity, indicating its foundational role in the digital economy, with a 1% increase in computing power expected to boost GDP by hundreds of billions [45].

Group 1 - The meeting between Guangdong Provincial Secretary Huang Kunming and China Unicom's Chairman Dong Xin focused on deepening strategic cooperation to promote high-quality development in information communication and the digital economy [1][2]. - Huang emphasized the importance of digital construction in Guangdong as a strategic initiative for high-quality development during the 14th Five-Year Plan, aiming to leverage information technology for modernization [2]. - China Unicom is committed to enhancing its investment in Guangdong, particularly in emerging fields such as computing power networks and artificial intelligence, to support the province's economic and social development [2][3]. Group 2 - Dong Xin expressed gratitude for Guangdong's support and highlighted the province's favorable market environment for digital economy growth, positioning the strategic cooperation as a priority for China Unicom [3]. - The focus will be on strengthening the supply of digital information products and services in Guangdong, with an emphasis on the integration of manufacturing and communication industries, particularly through the development of "5G + Industrial Internet" [3]. - China Unicom aims to explore applications of advanced communication technologies in various sectors, including artificial intelligence and marine economy, to better serve Guangdong's modernization efforts [3].

Core Viewpoint - The Chongqing government has issued a comprehensive reform pilot action plan for the market-oriented allocation of factors, leading to a significant rise in the stock prices of local companies such as Chongqing Construction Engineering and others [1] Group 1: Housing Market Reforms - The plan includes measures to convert existing commercial housing into affordable housing and optimize the mechanism for revitalizing existing land [2] - It supports the use of special bonds to recover and acquire eligible idle land and explores short-term utilization of reserved land [2] Group 2: Capital Market Development - The initiative aims to accelerate the development of the capital market through the "Thoroughbred" action, promoting innovative business models and facilitating mergers, acquisitions, and refinancing for listed companies [3] - It emphasizes the integration of investment and financing functions in the capital market and aims to optimize the REITs project service chain [3] Group 3: Data and Technology Infrastructure - The plan focuses on building a national integrated computing network in Chongqing, enhancing data utilization, and establishing a regional hub for blockchain networks [4] - It aims to develop high-quality industry data sets and promote smart connected vehicles and industrial internet applications [4] Group 4: Energy Sector Initiatives - The government supports the expansion of the Chongqing oil and gas trading center and the exploration of direct sales of overseas oil and gas resources [5] - It aims to facilitate cross-border settlement of oil and gas commodities in RMB and improve the natural gas pricing mechanism [5] Group 5: Digital Platform Development - By 2027, the plan aims to establish a digital platform for factor allocation, enhancing market mechanisms and significantly improving allocation efficiency [6] - The goal is to position Chongqing as a comprehensive hub for factors, serving both domestic and international markets [6]

Core Insights - The article emphasizes the strategic direction for China's new round of technological revolution and industrial transformation, highlighting the importance of computing power as a key productivity force in the digital economy [1] Summary by Sections Computing Power Network Definition - The average increase of 1 point in the computing power index of 15 key countries can lead to a 3.5‰ growth in digital economy and a 1.8‰ increase in GDP [2] - Major countries are establishing national-level computing power systems, with China launching the "East Data West Computing" project in February 2022 to build eight national integrated computing power network hubs [2] - The development of high-quality communication and information infrastructure, such as 5G and cloud computing, is essential for the integration of networks and computing power [2] Characteristics of Computing Power Network - The computing power network is characterized by network-based resource allocation, enabling flexible and real-time matching of computing tasks with optimal computing resources [3] China's Leading Position in Computing Power Network - China has taken the lead in establishing standards for computing power networks and has developed a complete industrial chain for computing power network hardware and software infrastructure [4] - The upstream of the industrial chain is driven by national policies and major projects, while the midstream focuses on integrated management and operation services [4] Different Development Paths in Computing and Network Integration - Western telecom operators focus on their own network construction and often collaborate with large cloud providers for cloud capabilities, while Chinese operators are actively building intelligent digital information infrastructure [5][6] Accelerating Infrastructure Development - The construction of computing power network infrastructure requires collaboration across the industrial chain, emphasizing the need for innovation in applications and services [7] Outlook for the First Decade of Computing Power Network - The development of the computing power network in China is expected to progress through three stages: collaboration, integration, and unification, with significant advancements anticipated by 2030 [8] Impact on Industry and Global Competitiveness - The development of the computing power network is expected to enhance China's innovation capabilities and international competitiveness, contributing to the advancement of digital infrastructure and related industries [9]

Group 1 - The core activity involved a delegation from Xiaogan City conducting an investment inspection at the Xiangnan Chamber of Commerce in Wuhan, highlighting the importance of local business engagement in regional development [1][3] - The delegation visited Zhongbei Communication Group Co., Ltd., gaining insights into the company's advancements in 5G infrastructure, computing networks, and artificial intelligence, which left a strong impression on the delegation [3][5] - The Xiangnan Chamber of Commerce expressed gratitude for the visit, emphasizing the significance of this inspection in fostering collaboration between government and enterprises to support local development [3][9] Group 2 - The Vice President of the Xiangnan Chamber of Commerce, representing Youyi Times Wuhan Technology Co., Ltd., presented investment projects, showcasing the company's robust growth of 30% annually and its commitment to contributing to local industry upgrades [5][11] - Chamber members shared their dedication to supporting their hometown, with notable contributions from various companies in technology and finance sectors, aiming to address local business challenges and enhance economic development [7][9] - The event underscored the need for collaboration between government and local businesses to drive high-quality development in the Xiaonan region, aligning with the strategic goals of the Xiaogan municipal government [11][13]

Group 1 - The central theme emphasizes the importance of aligning actions with the decisions of the central leadership, focusing on industrial development, technological innovation, and social welfare to contribute to China's modernization efforts [1] - The "14th Five-Year Plan" period is characterized by complex international situations and significant domestic reform challenges, with the leadership aiming to enhance China's economic, technological, and comprehensive national strength [1] - The "15th Five-Year Plan" is seen as a critical period for solidifying the foundation of socialist modernization, requiring unity and confidence in achieving new accomplishments [1] Group 2 - China Mobile plans to increase research investments in key areas such as 6G technology, AI algorithms, and computing networks, positioning itself as a leader in technological advancement and digital development [2] - China Life Asset Management aims to align its financial services with the economic and social development goals set by the central government, focusing on serving the real economy and national development strategies [2] - China Construction Bank is committed to supporting the capital's functional positioning and enhancing financial services for diverse community needs, particularly in basic and inclusive projects [2] Group 3 - Tsinghua University is focused on enhancing its academic and research capabilities to support national innovation, emphasizing foundational research and key technology breakthroughs [3] - Agricultural Bank of China is prioritizing financial services for rural modernization and comprehensive rural revitalization, aiming to contribute to urban-rural integration and agricultural strength [3] - China Aerospace Science and Industry Corporation is dedicated to transforming design blueprints into practical tools for national security, contributing to the construction of a strong aerospace nation [3]

Core Insights - The 2025 China Marine Economy Expo (referred to as "Marine Expo") opened on October 28 in Shenzhen, lasting three days until October 30, featuring over 300 leading industry and technology companies, along with high-level summits and forums to foster marine economic collaboration [2][3] Group 1: Event Overview - The Marine Expo showcases significant achievements in deep-sea exploration over the past 35 years and presents various underwater robots and new products [2] - A series of themed activities related to marine topics will take place from October 29 to November 2, including nearly 50 events across six major sections such as "Art Ocean" and "Knowledge Ocean" [2] Group 2: Industry Participation - The expo attracts participation from Fortune 500 companies, large state-owned enterprises, listed companies, and specialized "little giant" enterprises in the marine sector [3] - Key exhibitors include major players like China Merchants Group, China Communications Construction Company, China Mobile, and China Unicom, focusing on marine logistics, infrastructure, and digital technology to enhance marine industry upgrades [3] Group 3: Technological Innovations - The Marine Energy Industry Exhibition Area features cutting-edge products and technologies in marine oil and gas, offshore wind power, offshore photovoltaics, marine hydrogen production, and comprehensive utilization of marine energy [3] Group 4: International Collaboration and Forums - The expo emphasizes international dimensions with seven core forums covering topics such as blue economic growth, marine legal construction, and global marine governance, including the APEC International Marine Symposium [5] - The 2025 Marine Center City Forum will gather over 100 influential figures from politics, business, and academia to discuss new growth points in the global marine economy and international cooperation opportunities [5] Group 5: Educational and Scientific Initiatives - The expo includes public open days for the "Xiangyanghong 10" scientific research vessel and the "Marine Geological No. 10" geological survey vessel, along with marine science popularization activities [4][5] - The "Deep Blue Dream 2035 Global Marine Scientific Research" initiative will launch from Shenzhen, aiming to innovate marine scientific research paradigms and connect science, industry, and the public [5]

Core Viewpoint - The 2025 Shandong Clean Energy Industry Expo and the 18th Yantai International Nuclear Power Industry and Equipment Expo have commenced, showcasing the latest technologies and equipment in the global nuclear power and clean energy sectors [1][2]. Group 1: Event Overview - The expo features major companies such as China National Nuclear Corporation, State Power Investment Corporation, China General Nuclear Power Group, and China Huaneng Group, highlighting its high-profile and international nature [1]. - Yantai Mobile has implemented comprehensive communication support measures to ensure high-speed and stable network connectivity during the event [1]. Group 2: Communication Support Measures - Yantai Mobile has optimized the layout of surrounding base stations, adding multiple temporary base stations and micro-stations to significantly enhance network capacity in key areas such as the exhibition hall and forum zones [2]. - A dedicated technical team conducted thorough inspections of optical cable lines to enhance transmission redundancy and ensure uninterrupted critical services [2]. Group 3: Customer Experience and Future Plans - Attendees, including exhibitors and media, reported excellent network experiences with fast upload and download speeds, and clear video calls, demonstrating Yantai Mobile's capability in high-density scenarios [2]. - Yantai Mobile aims to continue integrating new technologies like 5G and computing networks to support the development of clean energy and nuclear power industries in Yantai, contributing to green and high-quality development [2].

Core Viewpoint - A-share market shows a mixed and volatile pattern with the Shanghai Composite Index breaking previous highs, while the Hong Kong market experiences a strong rally, driven by technology and cyclical sectors [1][2]. Major Index Performance - A-share indices display divergence, with the Shanghai Composite Index rising 0.24% to 3884.71 points, while the Shenzhen Component and ChiNext Index face pressure, with the latter down 0.52% to 3037.83 points [2]. - The Hong Kong market sees all major indices rise, with the Hang Seng Index up 1.53% to 26484.72 points and the Hang Seng Tech Index up 2.18% to 6016.97 points, reflecting strong market sentiment [2]. Industry Hotspots and Driving Logic - In the A-share market, cyclical sectors and policy beneficiaries are the main focus, with the metals sector leading gains due to rising industrial metal prices and improving profit expectations [3]. - The real estate sector also sees a rise of 2.16% due to favorable policies and expectations of sales recovery [3]. - In the Hong Kong market, technology and resource sectors are strong, driven by breakthroughs in self-developed chip technology and AI model training [3]. Underperforming Sectors and Driving Logic - The A-share technology growth sector experiences a high-level correction, with AI hardware stocks weakening and high valuation concerns emerging [4]. - In the Hong Kong market, defensive sectors show weakness, particularly local consumer stocks, as retail data falls short of expectations [4]. Investment Strategy Recommendations - The investment strategy should focus on "policy dividends + technological transformation + global pricing power," emphasizing long-term growth assets [5]. - In the A-share market, attention should be on sectors benefiting from technological innovation and cyclical recovery, particularly in semiconductors and industrial metals [5][6]. - For the Hong Kong market, a balanced allocation between technology growth and undervalued value stocks is recommended, focusing on AI applications and low-valuation financials [6].