此外，深化"链长制"，探索"飞地经济"与基金招商模式，打造专业化招商队伍。引入第三方专业机构， 建立项目准入、建设、运营全流程评估体系，分级分类评审产业导向、投资强度等关键指标，通过动态 跟踪与履约管理优化要素配置。 "新的一年，西宁开发区将聚焦特色优势、资本赋能、场景应用，靶向招引优质项目。聚焦绿电、绿色 算力、盐湖资源等独特禀赋，通过微电网建设、中水回用等措施降低企业成本，全力打造千亿元级光 伏、锂电产业集群。"西宁开发区管委会相关负责人介绍。 与此同时，今年西宁开发区将树立"服务好现有企业就是最好的招商引资"理念，建立骨干企业常态化沟 通机制，全周期跟踪服务，支持现有企业扩大投资，持续释放优商爱商信号。发挥产业引导基金撬动作 用，对接市场化投资机构，重点投向战略性新兴产业与高科技项目，推动科研、中试项目加速落地。深 度挖掘自然冷凉、有色资源、算力赋能等特色场景，建立供需对接机制，为新业态、新产品提供应用验 证机会，实现场景与产业的双向赋能。深化"放管服"改革，围绕"高效办成一件事"精简审批材料与时 限，推行"有诉必应马上办""未诉先办"机制，持续提升企业获得感与满意度。 本报讯（西海新闻记者 周建萍）1 ...

本报12月26日讯 （记者 帅政）12月25日，自治区党委常委、自治区人民政府常务副主席黄志强到自治 区能源局宣讲党的二十届四中全会精神。 （来源：内蒙古日报） 转自：内蒙古日报 黄志强说，党的二十届四中全会是在基本实现社会主义现代化夯实基础、全面发力的关键时期，召开的 一次十分重要的会议。要深刻认识"十四五"时期我国发展取得的重大成就，深刻领会"十五五"时期经济 社会发展"六个坚持"重大原则，深刻把握"十二个方面"重大任务。要深入落实能源强国战略部署，切实 提升能源保障供应能力，加快建设沙戈荒大基地，着力构建新型能源体系。要大力发展绿电直连、绿色 氢氨醇、零碳园区、绿色算力等新场景，以新能源促进绿色低碳转型，高质量建设国家重要能源和战略 资源基地。 ...

据了解，"十四五"时期，公司完成三轮定向发行，累计募集资金45.21亿元，完成七期绿色中期票据发 行，累计募集资金30亿元。 截至2025年三季度，公司累计核准装机7.81GW、并网装机5.95GW，拥有130余个发电项目，分布于全 国23个省（自治区、市）。2020年8月完成重组至2025年三季度期间，公司年均并网装机增速达29%， 年均新增并网规模超0.8GW；总资产规模达406亿元，重组以来年复合增长率达25%。 在盈利表现方面，剔除重组上市首年的历史业绩影响，公司2021年至2024年平均净资产收益率达 10.15%。重组后企业实现规模与质量同步提升，累计实现营业收入147.7亿元、利润总额41.3亿元，近 三年复合增长率分别达24%、31%。 作为天津市国资委和国家开发银行联手打造的"央地协同"混改典范，金开新能（600821）围绕清洁电 力、低碳产品、电算协同的"三条曲线"开展多元化能源布局。 此外，公司高度重视股东回报与市场信心建设，综合运用回购、现金分红、增持等多种方式回报股东， 累计分红金额达11.1亿元；公司控股股东及部分董事、高管、核心员工合计实施股份增持3.68亿元。 金开新能相关负责 ...

记者注意到，建议中针对"构建体现青海特色和优势的现代化产业体系，巩固壮大实体经济根基"着墨较 多。建议指出，现代化产业体系是中国式现代化青海实践的物质技术基础，要坚持把发展经济的着力点 放在实体经济上，坚持智能化、绿色化、融合化方向，推动建链延链补链强链，培育更多产业新优势和 增长新引擎。 近日，中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议(下称"建议")发布。 建议指出，"十四五"时期青海发展取得重大成就，"十五五"时期在现代化新青海建设进程中具有承前启 后的重要地位，"十五五"时期青海发展机遇与挑战并存。 建议提出，要更高标准打造生态文明高地，增强绿色发展动能。其中之一是，加快建设新型能源体系。 具体而言，要坚持风光水氢火储多元协调发展，统筹就地消纳和外送，巩固新能源装机和发电量占 比"双主体"地位，为全国降碳减排、保障能源安全作出更大贡献。优化省内省际网架结构，加快建设新 能源外送通道，推进智能电网和微电网建设，全面提升电力系统互补互济和安全韧性水平。适度建设新 一代煤电，促进油气勘探开发与新能源融合发展。推动存量水电站增容扩机，有序开发黄河上游梯级水 电站。加快抽水蓄能电站建设，构建新 ...

Core Viewpoint - Qinghai Unicom is leveraging its ecological advantages and clean energy resources to develop a green computing model that aligns with national goals for ecological protection and digital economy growth, demonstrating a successful integration of ecological responsibility and industrial development [1][6]. Group 1: Policy Guidance and Development Framework - Qinghai Province has proactively introduced the "Green Computing Base Construction Plan," aiming to establish a leading green computing base by 2030, emphasizing ecological protection in infrastructure development [1]. - The plan features a "1+2+N" development framework, ensuring precise alignment between computing resource allocation and regional ecological capacity [1]. Group 2: Resource Advantages and Energy Conditions - Qinghai's unique ecological positioning and energy conditions, characterized by abundant water, sunlight, and wind, provide a natural advantage for developing green computing [2]. - Clean energy generation accounts for 93% of Qinghai's installed capacity, with renewable energy making up over 69%, leading the nation [2]. Group 3: Technological Innovations - Qinghai Unicom has made significant technological advancements, including a "wind-solar-storage + computing center" model that provides 10 million kWh of zero-carbon electricity annually, achieving 100% local consumption of green electricity [3]. - The company has reduced cooling energy consumption by 40% through advanced natural cooling technologies, outperforming traditional data centers [3]. - A collaboration with Alibaba Cloud has resulted in the first domestically produced large-scale green computing cluster, optimizing energy consumption and computing output [3]. Group 4: Industrial Ecosystem and Development Space - The Sanjiangyuan Green Electricity and Computing Integration Demonstration Park serves as a hub for leading computing and renewable energy companies, creating a complete industrial chain [4]. - The park has achieved a computing capacity of 15,000 PFLOPS, expected to reach 26,000 PFLOPS by year-end, effectively supporting the "East Data West Computing" initiative [4]. - Innovative applications such as "computing + ecological monitoring" and "computing + carbon accounting" enhance both computing supply and ecological protection [4]. Group 5: Theoretical Insights and Future Directions - Qinghai Unicom's practices illustrate that ecological protection and industrial development can coexist, transforming ecological advantages into energy and computing strengths [5]. - The integration of green electricity, intelligent computing, and precise scheduling is identified as a core pathway for green computing [5]. - The collaborative efforts of government policies and market-driven initiatives are crucial for maintaining ecological protection while fostering industrial innovation [5]. Group 6: Future Development Focus - Future efforts should include deepening innovations in liquid cooling and quantum computing to further reduce energy consumption in computing [6]. - Expanding the application of green computing in ecological monitoring and climate change research in the Qinghai-Tibet Plateau is essential [6]. - Establishing mechanisms for carbon footprint accounting and green electricity trading will facilitate the marketization of ecological value [6].

Core Insights - Inner Mongolia is advancing its digital transformation in alignment with the national "East Data West Computing" strategy, focusing on building a high-quality development path supported by green computing power [1][3]. Group 1: Digital Infrastructure Development - The computing power infrastructure in Inner Mongolia has seen significant growth, with total computing power increasing from less than 20,000 P to 218,000 P, and intelligent computing power exceeding 200,000 P, leading the nation [3]. - A low-latency computing service network has been established, covering key regions with response times of 2 milliseconds for "Hohhot-Baotou-Erdos-Ulanqab," 5 milliseconds for "Beijing-Tianjin-Hebei," and 20 milliseconds for the Yangtze River Delta [3]. Group 2: Data Industry Growth - Inner Mongolia is developing a comprehensive data industry ecosystem, transforming data from resources into assets and capital, with over 800 data merchants in the data trading center and transaction volume exceeding 80 million [3][4]. - The region has created over 30 high-quality data sets in sectors such as energy, agriculture, and ecology, with a total data scale exceeding 1,500 TB [3]. Group 3: Employment and Enterprise Development - More than 60 data labeling companies have been introduced, creating nearly 7,000 jobs, and nine regional trusted data spaces have been cultivated, with some recognized as national pilot projects [4]. - Major companies like Baidu, Huawei, Alibaba, and Douyin have been attracted to the region, supporting 31 national-level large model training and inference projects, with total model training parameters exceeding one trillion [4]. Group 4: Artificial Intelligence Applications - Inner Mongolia is implementing "Artificial Intelligence +" initiatives across 12 sectors, including energy, healthcare, agriculture, and transportation, resulting in numerous applications such as 215 intelligent coal mines and 369 autonomous vehicles in open-pit mining [4]. - The region is also focusing on AI technology breakthroughs in ecological safety supervision, smart livestock farming, mineral resource forecasting, and geological disaster monitoring [4].

Core Insights - The demand for AI computing power is surging, leading to high energy consumption issues in data centers, which is a significant bottleneck for sustainable development in the computing power industry [1] - Policies aimed at promoting green transformation in the computing power industry are being implemented, encouraging investment in energy-saving and low-carbon data center infrastructure [1][3] - The transition of data centers from a "cost center" to a "value center" is becoming a consensus in the industry, driven by the need for cost reduction and efficiency improvement [1][10] Energy Consumption and Growth Projections - It is predicted that from 2023 to 2028, the compound annual growth rates for general computing power and intelligent computing power in China will reach 18.8% and 46.2%, respectively [2] - Data centers' electricity consumption accounted for 1.51% and 1.63% of China's total electricity consumption in 2022 and 2023, respectively, and is expected to grow 2-3 times by 2025, reaching 2% of total electricity consumption [2] Investment Value and Market Dynamics - The green low-carbon transformation of data centers is becoming an inevitable trend, driven by global carbon neutrality goals and the digital economy's rapid development [3] - As major tech companies set carbon reduction and net-zero targets, data centers are under pressure to reduce emissions, as their carbon footprint constitutes a significant portion of the overall emissions of these companies [3][4] Cost Structure and Efficiency - Electricity costs account for approximately 70% of the total operating costs of data centers over their 10-15 year lifecycle, making energy efficiency a critical factor for economic viability [4][7] - The implementation of energy efficiency pricing policies in cities like Beijing and Shanghai is pushing companies to improve energy efficiency, with penalties for high PUE (Power Usage Effectiveness) projects [7] Renewable Energy Utilization - The transition to renewable energy is essential for deep decarbonization, with policies mandating that by the end of 2025, over 80% of electricity used by new data centers at national hubs must come from green sources [8][9] - The economic viability of renewable energy has been demonstrated, with examples showing significant cost savings when utilizing green electricity [8] Environmental Optimization and Site Selection - Optimizing site selection based on natural conditions can significantly reduce energy consumption and enhance renewable energy utilization, creating synergies between electricity supply and demand [9] - The low-carbon transformation of data centers is driven by a combination of policy compliance, social responsibility, and long-term cost reduction and value enhancement [10]

Core Insights - The construction and renovation of traditional infrastructure can release long-term economic and social benefits, while new infrastructure is a key pillar for the rapid growth of new technologies, industries, business formats, and models [1] Group 1: New Infrastructure Investment - Since 2025, investments in new infrastructure such as low-altitude economy, computing power, and electric power infrastructure have shown strong growth [1] - In Hubei Yichang, a low-altitude economy equipment production line has started operations in Q3, with an annual production capacity of 2,000 firefighting drones and associated automated airports [3] - The market revenue for the drone business is expected to be three to five times that of 2024, with significant expansion planned in the firefighting sector by 2026 [5] Group 2: Technological Advancements - In Tianjin, the North Chen low-altitude airspace Internet of Things project has been launched, establishing a three-dimensional airspace grid and management systems for low-altitude flights [7] - A professor from Peking University is developing a low-altitude intelligent network system that integrates aerial vehicles into a communication-based network, indicating a pre-explosion phase for the industry [9] Group 3: Computing Power Infrastructure - In Jiangsu Yangzhou, the construction of a green computing power base is progressing, with total investment exceeding 10 billion yuan, aiming to become a significant computing power hub in the Yangtze River Delta [11] - The overall electricity demand in the park is projected to reach 360 megawatts by 2026, supporting the deployment of at least 15,000 high-power cabinets [13] Group 4: Investment Opportunities - TCL Huaxing has commenced construction of the world's first 8.6-generation printed OLED production line in Guangzhou, with an investment of approximately 29.5 billion yuan, expected to be completed by Q4 2027 [15] - China possesses a large-scale market, a complete industrial system, an optimized business environment, and stable macro policies, providing predictable future investment opportunities [17] Group 5: Key Performance Indicators - As of mid-2025, investments in new infrastructure such as computing networks and mobile communications are rapidly increasing, with over 40 billion yuan invested in 5G networks by the three major telecom operators [19] - China has built over 4.6 million 5G base stations, leading globally in technology and user numbers, with over 20,000 "5G + industrial internet" construction projects [21] - By September 2025, the number of electric vehicle charging infrastructure units reached 18.063 million, a year-on-year increase of 54.5% [22]

Core Insights - The first Qinghai Data Element Ecological Conference was held in Xining, focusing on the development opportunities and future directions of data elements in Qinghai, aiming to inject new momentum into the province's digital economy [1] Group 1: Government Initiatives and Policies - The conference aligns with the central government's directives and aims to deepen the market-oriented reform of data elements, promoting the integration of the real economy and digital economy [1] - Qinghai has been encouraged to develop a modern industrial system that reflects local characteristics and advantages, integrating clean energy with artificial intelligence and digital economy [2] - The provincial government emphasizes the importance of green development and the integration of computing power platforms with clean energy [2] Group 2: Industry Development and Achievements - Qinghai's green computing power industry has made significant progress, with 189,000 standard racks built or under construction, and a computing power scale exceeding 17,000 PFLOPS [3] - The province has established strategic partnerships with major internet companies, including Baidu and Alibaba, and launched several key projects in green computing [3] - Qinghai has become a national hub for integrated computing networks and has built the first clean energy and green computing scheduling center in the country [3] Group 3: Data Element Ecosystem and Applications - The data element ecosystem in Qinghai is continuously improving, with rapid development in the data labeling industry and the establishment of three labeling bases [4] - The province has implemented a three-year action plan to promote the application of computing power and data across various sectors, including ecological civilization and industry [5] - Qinghai is accelerating the digital transformation of key industries, creating typical application scenarios such as "Smart Salt Lake" and "Smart Agriculture" [5]

Core Insights - The "East Data West Computing" project has led to significant social investment exceeding trillions of yuan since its implementation, showcasing its scale effect [1][4] - The project has established 8 hub nodes and 10 data center clusters across 14 provinces, providing approximately 80% of the national intelligent computing power and accelerating the development of industries such as artificial intelligence and smart manufacturing [4][10] Investment and Infrastructure Development - The project has facilitated the migration of business operations from the eastern regions to the resource-rich western areas, with 5 out of 8 hub nodes located in the west, fostering the emergence of new computing cities like Qingyang in Gansu and Ulanqab in Inner Mongolia [7][10] - The distribution of computing power was previously 80% in the east, while energy resources were concentrated in the west, leading to a strategic alignment of energy and computing infrastructure [10] Green Energy Utilization - The green energy usage in newly established data centers in regions like Inner Mongolia has exceeded 85%, indicating a shift towards sustainable energy practices [12] - Innovative models for direct supply of green electricity to data centers have resulted in over a 20% reduction in energy consumption [16] Technological Advancements - The implementation of cooling technologies, such as natural ventilation in Guizhou and liquid cooling in Anhui, has led to significant energy savings, with reductions of over 7 million kilowatt-hours annually and 30% energy savings respectively [19] Future Directions - The National Data Bureau plans to continue focusing on the green, intensive, and inclusive development of the "East Data West Computing" project, aiming to enhance the national integrated computing network [20][23] - The "14th Five-Year Plan" has laid the groundwork for the development of computing infrastructure and green initiatives, with the "15th Five-Year Plan" expected to be a period of significant growth in computing capabilities [21]