8月1日晚，弘信电子（300657）发布公告称，公司控股子公司甘肃燧弘绿色算力有限公司与庆阳市人民 政府拟共同签署《燧弘庆阳绿色智能数字基础设施项目投资框架协议》，共建燧弘庆阳绿色智能数字基 础设施项目，总投资预计128亿元。 全国一体化算力网络庆阳集群可信数据空间将建设可信数据基础设施，依托庆阳"数盾"安全体系，保障 数据流通安全与隐私保护，促进开放应用场景，覆盖智慧城市、智慧医疗、智慧交通等领域，推动AI 技术赋能实体经济，形成云服务生态，支撑庆阳千亿元级数字经济产业链。 弘信电子表示，随着全球人工智能产业的迅猛发展，核心客户的算力需求也呈现指数级增长，对G瓦级 的超大型智算中心的需求日益迫切。庆阳市是国家"东数西算"八大枢纽之一，是弘信电子算力业务发展 和战略聚焦的核心区域。 公告显示，截至2024年末，庆阳市的集群算力规模已突破50000PFlops。根据庆阳市政府规划，到2025 年底和2026年底，庆阳市的智算算力将分别达到10万PFlops和30万PFlops。 享受诸多优惠政策 弘信电子称，此次庆阳市为公司提供诸多优惠政策，涵盖用地与能源保障、融资贴息补助、国家超长期 国债和专项债申报、政策性 ...

Core Viewpoint - The company is advancing its investment in green computing infrastructure in collaboration with the government of Qingyang, aligning with the national strategy of "East Data West Computing" [2][5]. Investment Overview - The company’s subsidiary, Gansu Suihong Green Computing Co., Ltd., plans to sign an investment framework agreement with the Qingyang government to jointly develop a green intelligent digital infrastructure project [2][3]. - The project will cover approximately 500 acres with a total investment estimated at 12.8 billion yuan, to be constructed in phases [3][5]. Project Details - The project includes the establishment of a high-performance intelligent computing center, a server modification and support base, a domestic computing adaptation research institute, a national computing scheduling platform, and a trusted data space [4][5]. - The intelligent computing center will be built to national data center A-level standards, accommodating over 2,500 high-power cabinets and deploying at least 40,000 PFlops of operational computing power [4][5]. Strategic Importance - Qingyang is identified as a core area for the company's computing business development, being one of the eight national hubs for the "East Data West Computing" initiative [5][6]. - The project aims to meet the rapidly growing demand for computing power driven by the artificial intelligence industry, with Qingyang's computing capacity expected to reach 100,000 PFlops by the end of 2025 and 300,000 PFlops by the end of 2026 [6][8]. Policy Support - The Qingyang government will provide various incentives, including land and energy guarantees, financing subsidies, and support for national project funding [7][8]. - The collaboration is expected to alleviate the company's funding needs for its computing business development [7][8]. Long-term Impact - Successful implementation of this investment is anticipated to significantly enhance the company's position in the green computing sector and contribute positively to its long-term growth [9].

弘信电子(300657.SZ)公告称，公司控股子公司甘肃燧弘绿色算力有限公司与庆阳市人民政府拟共同签 署投资框架协议，共建燧弘庆阳绿色智能数字基础设施项目。项目总投资预计128亿元，总规划建设用 地约500亩，将分期阶段性建设。项目内容包括分期阶段性建设高性能智算中心、高性能算力 服务器改 制改配及保障基地、高性能国产算力适配研究院、"东数西算"全国算力调度平台、全国一体化算力网络 庆阳集群可信数据空间。 ...