2025年12月30日，山东铁路投资控股集团有限公司(以下简称"山东铁投集团")系列大模型发布会在集团办公楼3楼礼堂盛大启幕。本次发布会以"智驱铁 路，共创未来"为主题，集中展示集团在人工智能大模型领域的前沿研发成果，搭建政、企、校、研高层次交流平台，推动科技与交通深度融合，为铁路 事业高质量发展注入全新动能。中国工程院院士、中南大学教授余志武，山东省国资委党委委员、副主任周洪文，山东省交通运输厅二级巡视员赵方德， 山东省大数据局数字科技和基础设施建设处处长卢修名，华为技术有限公司副总裁马悦，山东铁投集团党委副书记、总经理高立平等领导嘉宾出席活动。 上午9时，发布会在热烈的氛围中拉开帷幕。主持人首先介绍了出席活动的领导与嘉宾，除上述领导外，还有来自山东大学、西南交通大学、哈尔滨工业 大学(威海校区)等高校的专家学者，中铁二院、中铁五局、中铁十四局等同行企业和创新联合体成员单位代表，以及各大媒体机构记者。山东铁投集团党 委副书记、总经理高立平在致辞中表示，集团始终以"铁肩担使命，智慧铸通途"为己任，此次系列大模型发布是集团布局人工智能领域、推动交通数智化 转型的关键举措，未来将持续以科技创新引领铁路事业高质量发 ...

智算生态持续扩容，技术壁垒巩固 金山云通过"星流平台"构建了开放的模型生态，近期上线的小米自研模型XiaomiMiMo-V2-Flash（总参 数309B，激活15B）进一步丰富了平台能力。该模型专为极致推理效率设计，可应用于实时交互、内容 生成等场景，结合金山云在算力调度和推理层的深度优化，为开发者提供低延迟、高稳定性的推理体 验。 目前，金山云已覆盖DeepSeek、文心一言、Kimi等国产主流大模型，并通过星流平台的模型管 理、数据标注、自动扩缩容等功能，帮助客户降低AI应用门槛。此外，公司自研的金山政务AI一体 机、算力调度平台等产品，也在政企市场中形成差异化竞争力。IDC预测，2023-2028年中国智能算力 规模年复合增长率超过46%，金山云有望持续受益于行业红利。 生态协同赋能，确定性增长可期 2025年12月22日，中国知名云服务商金山云（股票代码：KC.US/3896.HK）在格隆汇主办的"金格奖"年 度卓越公司评选中，凭借其卓越的资本市场表现、AI战略的快速落地及生态协同优势，荣获"年度港股 通卓越奖"。此次获奖反映了市场对金山云在人工智能时代下高质量增长路径的充分肯定。 业绩增长提速，盈 ...

交易所数据显示，12月1日实达集团股价低开后，早盘初期呈现震荡走势，价格在低位区间波动；进入 10：00之后，股价开始持续拉升，价格快速走高，期间大部分时间在均价线上方运行，截至10：47维持 在相对高位震荡，整体走势偏强，10：00后上攻动能明显。当前价格5.25元，涨幅3.35%，成交量503.25 万手，成交额26.02亿元，振幅14.17%，换手率23.11%。 注：本文由AI根据市场公开信息生成，不构成投资建议，投资有风险，入市需谨慎。 来源：市场资讯 市场对实达集团的关注主要集中在其智算领域的布局推进。公司正积极承接算力中心建设项目，涉及算 力调度平台开发、企业级容器云平台等业务方向，相关业务拓展动作受到市场关注。 公司此前披露了收购福建数产名商科技有限公司95%股权暨关联交易的相关事项，不过截至目前，本次 交易涉及的正式协议尚未签署，后续事项的达成存在不确定性。 | 分时 五日 日K 周K 月K 5分 15分 30分 60分 | | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | | 最新 : 5.29 涨跌额:0.21 涨跌幅 :+4 ...

从11月20日至25日，实达集团在连续4个交易日内日收盘价格涨幅偏离值累计达到40%。此后，公司股 价于11月26日再次涨停，已连续5个交易日涨停。 公开信息显示，实达集团聚焦大数据业务，涉及数字政府、数智教育、智能算力和数据流动等领域的系 统集成、运营及软件产品业务。公司正在积极推进智算领域的投入与布局。目前，公司主要承接算力中 心建设项目，还涉及算力调度平台的开发、企业级容器云平台的快速交付能力构建，以及CPU、GPU等 算力的多集群管理和调度。公司已成功落地克融云智算中心一期二标段项目和鼓楼智算中心二期建设项 目等。 该公司相关负责人在业绩说明会上表示，公司将持续专注于提升经营业绩、优化公司治理结构、提高运 营效率、增强核心竞争力，增强创新能力等策略为股东创造长期价值。 11月26日晚，福建实达集团（600734）股份有限公司(以下简称"实达集团")发布股票交易风险提示公 告，澄清传闻。该公告称"公司注意到网络平台上有关本公司与阿里云合作的传闻，目前公司与阿里云 之间未开展业务合作"。 此前，11月5日，实达集团公告披露，拟收购福建数产名商科技有限公司(以下简称"数产名商")95%股 权，收购完成后将成 ...

除了正在收购的数产名商的算力中心，实达集团暂无其他自身运营的算力中心。 | 显示停牌 | 到价提醒 等码 | V 3 | 实达集团 | | | +0.51 | | --- | --- | --- | --- | --- | --- | --- | | | 设置均线。 | | 600734 | | | +10.04% | | | 27-2025/11/25(163根) | | 已收市 CNY | | | 目洗 + | | 1 | III 11 | | 载 | 100.00% = = | | | | | | 5.59 | 卖五 | | O | | | | 655 | | 卖叫 | | 0 | | | | | | | | 0 | | | | | | | | 0 | | | | | 4.84 | | | 0 | | | | | | | 5.59 | 593963 | | | | | 4.41 | | 5.58 | 10653 | | | | | | 五- | 5.57 | 1894 | | | | | 4.10 | 买四 | 5.56 | 2251 | | | | | | 买五 | 5.55 | 3684 | | | ...

实达集团表示，公司积极推进与区域合作伙伴的战略合作，以在算力、AI、大数据等多个领域实现更广泛的服务覆盖，公司将继 续依托数字中国、数字福建建设的政策优势，发挥控股股东的资源整合能力，持续聚焦数字政府、数智教育、智能算力和数据流 动领域。 25日收盘后，实达集团发布投资者关系活动记录表公告称，数产名商投资建设的智算中心项目总投资额为5.5亿元，算力规模达到 2000P（稀疏算法下），该项目已于2024年9月竣工验收并正式投产运营。目前正在积极推进收购数产名商95%股权，未来将根据 企业经营战略方向，适时择机开展资产整合工作，以促进业务的进一步发展和竞争力的提升。 除了正在收购的数产名商的算力中心，实达集团暂无其他自身运营的算力中心。 公司表示，正在积极推进智算领域的投入与布局。目前，公司主要承接算力中心建设项目，还涉及算力调度平台的开发、企业级 容器云平台的快速交付能力构建，以及CPU、GPU等算力的多集群管理和调度。公司已成功落地克融云智算中心一期二标段项目 和鼓楼智算中心二期建设项目等。另外，收购数产名商95%股权完成后，公司将参与该项目的运营和管理，提供智能算力解决方 案。 实达集团自2022年起转型进 ...

Core Insights - The "Turing Town" project in Yinchuan is set to invest 1 billion yuan, aiming to establish a complete ecosystem for artificial intelligence, including hardware manufacturing, computing power supply, technology trials, industry incubation, and talent training [3] Investment and Development - The project will utilize 15,000 square meters of existing standardized factory space to build a computing power scheduling platform and conduct trials for "AI + applications" and domestic server manufacturing [3] - The implementation of this project is expected to enhance the capabilities of the Yinchuan Economic Development Zone's high-performance computing service cluster and transform the industrial form from "aggregation" to "cluster" and from "manufacturing" to "intelligent manufacturing" [3] Strategic Goals - The project aims to fill critical gaps in Yinchuan's computing power industry chain, supporting the city's ambition to become a "computing power capital" and an "AI innovation source" [3] - Yinchuan has been recognized as a national information consumption demonstration city, a gigabit city, and a 5G-A commercial city, indicating its commitment to digital transformation [3] Economic Impact - By 2024, Yinchuan's digital economy is projected to reach 110 billion yuan, with a year-on-year growth of 10%, and the digital product manufacturing sector is expected to account for 75% of the core industry [3]

Core Viewpoint - The company, Yunzhisheng (09678), has made significant progress in the commercialization of its foundational large model and intelligent agent platform, collaborating with well-known domestic enterprises to implement projects valued at nearly RMB 200 million, with delivery planned by the end of 2025 [1] Group 1 - The company has established deep cooperation with domestic partners to advance its foundational large model and intelligent agent projects [1] - The implementation of these projects is based on the company's proprietary computing scheduling platform, Shanhai large model, and Shouya Agent intelligent platform [1] - This progress signifies a solid step forward in the commercialization process of the company's foundational large model and intelligent agent platform [1] Group 2 - The advancements further validate the company's technological leadership in foundational large models and intelligent agent platforms [1] - The company plans to deepen its research and commercialization efforts in the smart living sector, leveraging its strong advantages [1]

Core Insights - The company, Yunzhisheng (09678.HK), has made significant progress in the commercialization of its foundational large model and intelligent agent platform [1] - The company has partnered with well-known domestic enterprises to implement projects valued at nearly RMB 200 million, utilizing its proprietary computing scheduling platform, Shanhai large model, and Shouya Agent intelligent platform [1] - The delivery of these projects is planned to be completed by the end of 2025, indicating a solid step forward in the commercialization process [1] Company Developments - The advancements signify the recognition of the company's technological leadership in foundational large models and intelligent agent platforms [1] - The company aims to further deepen its research and commercialization efforts in the smart living sector, leveraging its strong advantages [1]

Core Insights - The company, Yunzhisheng (09678), has made significant progress in the commercialization of its foundational large model and intelligent agent platform [1] - The company has partnered with well-known domestic enterprises to implement projects valued at nearly RMB 200 million, with delivery planned by the end of 2025 [1] - This advancement indicates the company's leading position in the technology of foundational large models and intelligent agent platforms [1] Summary by Categories Commercialization Progress - The company has achieved substantial progress in the commercialization of its foundational large model and intelligent agent platform [1] - The implementation of projects worth approximately RMB 200 million is underway, showcasing the company's ability to attract significant partnerships [1] Technological Leadership - The advancements signify further recognition of the company's technological leadership in foundational large models and intelligent agent platforms [1] - The company plans to deepen its research and commercialization efforts in the smart living sector, leveraging its strong advantages [1]