Hong Kong Stock Concept Tracking | Shenzhen Steps Up Efforts to Build an AI Pioneer City, with Continued High Demand for Computing Power (Including Concept Stocks)

On March 3, the Shenzhen Industrial and Information Technology Bureau issued the "Shenzhen Action Plan to Accelerate the Development of an Artificial Intelligence Pioneer City (2025-2026)". It pointed out the need to significantly increase the scale of intelligent computing power. Implementing the "Computing Power Enclave" strategy, building a city computing power network with a latency of 1ms, a Shaoguan computing power network with a latency of 3ms, and a Gui'an computing power network with a latency of 10ms, constructing a multi-point interconnected, high-speed lossless computing power network. By 2026, real-time available intelligent computing power will exceed 80E FLOPS. Specifically, the plan proposes that by 2026, the number of artificial intelligence enterprises in the city will exceed 3,000, with more than 10 unicorn enterprises, and the industry scale will grow by more than 20% annually, launching more than 10 artificial intelligence and physical intelligence Siasun Robot&Automation innovation incubators with significant industrial gathering effects. Build an internationally influential artificial intelligence pioneer city, and accelerate the construction of an industry technology innovation center with global importance. Deepen AI empowerment across industries. Focus on five major industries, with industry-specific large models and physical intelligence Siasun Robot&Automation as the core DRIVE, and launch a batch of leading benchmark applications and demonstration applications. These include "AI + Advanced Manufacturing", "AI + Scientific Research", "AI + Financial Services", "AI + Business and Trade", and "AI + Creative Design". In addition, there is a significant increase in the scale of intelligent computing power. Focus on enterprise intelligent computing power needs and construct a number of intelligent computing power projects. Accelerate the construction of national strategic major projects, promote the early lighting up of Pengcheng Cloud Brain III, and the second phase of the National Supercomputing Shenzhen Center, to create the core key nodes of national intelligent computing power. Build multiple 10E-level intelligent computing power clusters, promote the doubling of existing intelligent computing power centers, and construct a batch of domestic intelligent computing power centers. Implement the "Computing Power Enclave" strategy, build a city computing power network with a latency of 1ms, a Shaoguan computing power network with a latency of 3ms, and a Gui'an computing power network with a latency of 10ms, constructing a multi-point interconnected, high-speed lossless computing power network. By 2026, real-time available intelligent computing power will exceed 80E FLOPS. Promote the universal availability of intelligent computing power services. By issuing computing power subsidies and increasing preferential computing power supply, continuously reduce computing power costs. Issue universal "Training Vouchers" to support low-cost use of intelligent computing power by enterprises, universities, and research institutions based on major projects and policies. Build a large-scale universal computing power guarantee system to promote government investment in intelligent computing centers to provide free computing power to startups and small and medium-sized enterprises, encourage social investment in intelligent computing centers to provide discounted computing power to startups and small and medium-sized enterprises. Accelerate the layout of low-cost edge intelligent computing centers, enhance the adaptability to different models, mature the edge intelligent computing resource supporting services, and meet the computing power demand on the inference side. Computing power is the core productivity of the digital economy and an important new productivity following heat and electricity. Benefiting from the development of generation-class AI drive, global computing power demand continues to grow rapidly, and the GPU, ASIC, and other AI chip markets are accelerating expansion. According to TSMC guidelines, the company's AI business is expected to double its growth on a high base in 2025, with an expected compound annual growth rate of about 40% over the next five years, and is expected to become the core DRIVE of semiconductor market growth. Guosen Securities released a research report stating that the emergence of Deep Seek has driven a substantial increase in inference-side computing power demand, coupled with the further strengthening of chip blockade in the United States, it will accelerate the rise of domestic computing power and the industry is paying close attention to the marginal changes in various industrial chains, and domestic computing power is expected to benefit deeply from multiple industrial chains. The AI wave is driving sustained high growth in global computing power demand, with high investment in GPU, HBM, and other chip fields, while domestic alternatives will further boost expectations of leader capacity expansion and industry capital expenditure is expected to enter a new round of growth. Guosen released a research report stating that the inflection point for artificial intelligence applications has arrived, and the compound annual growth rate of new IT loads in data centers from 2023 to 2028 is expected to be as high as 24%. Computing power, as the core productivity of the digital economy, is driving the rapid expansion of global data center infrastructure. Guosen recommends paying attention to investment opportunities in sub-sectors such as data center power equipment, server power supplies, and copper connections, and companies in related industry chains are expected to benefit from the demand growth brought by the AI revolution. Relevant concept stocks: Weichai Power (02338): Weichai Power stated on its investor interaction platform on January 6 that Weichai Power's large-bore engines have been widely used in the data center field. In recent years, the company has been vigorously developing the high-end market of data centers at home and abroad and has made positive progress, helping to steadily increase business unit price and profitability. In the future, the company will seize the opportunity of the global demand growth in the data center market, and with product performance and delivery advantages, drive breakthroughs in the sales volume of products related to data centers. ZTE Corporation (00763): The new generation high-performance 400GE/800GE data center switch supports a single slot 14.4T, uses intelligent lossless technology to achieve zero packet loss, low latency, and has green energy-saving features, helping customers build a high-quality, fully functional, high-reliability intelligent computing center network. It innovatively uses a framework-based single-layer multi-track networking solution to flexibly and efficiently build thousand-card/ten-thousand-card computing power clusters. China Telecom Corporation(00728): As a national cloud, Tianyi Cloud has crossed the inflection point towards intelligent cloud development. China Telecom Corporation will focus on overcoming key technologies such as heterogeneous cloud scheduling, intelligent computing network, and cloud network operating systems to continue to contribute innovative solutions for high-quality computing resources. In the fields of artificial intelligence, quantum, and networking, efforts will be made to explore general large models and quantum computing cloud platforms, accelerate research on 6G network architecture and standards, and actively seize the high ground of technological competition and future development. ZHONGGAN COMM(02545): As the first stock of "computing power infrastructure" listed in Hong Kong, ZHONGGAN COMM focuses on the construction and operation of telecommunication infrastructure and digital solutions.With the advent of the global computing power era, the three major operators shoulder the mission of building a strong domestic computing power. As the core of the computing power infrastructure network, the market demand for telecommunications infrastructure and digital solutions has shown explosive growth.Je vais faire du shopping aprs le travail.