Guangxi Radio and Television Network's "One Word" Board! The benefits of "East Data, West Computing" are here

The construction of the China Computing Power Platform (Guizhou) has commenced.

On March 27, the main stock indices in the A-share market fluctuated and rose. By the close of the midday session, the Shanghai Composite Index was up 0.26%, reaching a high of 3902.15 points during the session. The Shenzhen Component Index rose by 0.93%, and the ChiNext Index increased by 0.83%. In terms of sectors, concepts such as lithium mining, CRO, rare earths, and semiconductor materials strengthened, while energy sectors like electricity and coal saw slight corrections.

According to the China Academy of Information and Communications Technology (CAICT), on March 26, the construction of the China Computing Power Platform (Guizhou) was launched in Guiyang. Representatives from the Guizhou Provincial Communication Administration, CAICT, local basic telecommunications companies, and related internet data center enterprises participated in the launch of the construction work.

Guizhou is an important computing power hub for the national project “East Data West Computing,” with a well-developed computing power infrastructure and a solid industrial foundation. Building the Guizhou sub-platform is a key measure for the province to implement the national coordinated monitoring of computing power infrastructure. Once the Guizhou sub-platform is completed, it will achieve real-time data collection, intelligent analysis, dynamic early warning, and multi-dimensional visual display of computing power data, effectively enhancing the quality of local computing power information management, improving government decision-making efficiency in computing power management, and guiding the healthy and orderly development of the computing power industry.

The coordinated layout of computing power infrastructure is strongly supporting the large-scale implementation of artificial intelligence applications. Recently, the National Data Bureau officially designated the Chinese name for Token as “词元” (Ciyuan). Liu Liehong, director of the National Data Bureau, stated at a press conference that by March of this year, the average daily usage of tokens in China had exceeded 140 trillion, an increase of over 1000 times compared to the 100 billion in early 2024, and an increase of over 40% in just three months compared to the 100 trillion expected by the end of 2025, fully indicating that China’s artificial intelligence development has entered a rapid growth phase.

Affected by this news, some stocks in the A-share computing power leasing sector rose, with Guigao Network (600996) hitting the daily limit, closing with an order volume of 292,300 lots and a locked-in fund of 293 million yuan. Baoxin Software rose by 4.92%, while Oulu Tong, Guanghuan Xinnet, and Runjian Co., Ltd. saw increases of 2% or more.

Guigao Network previously stated on the investor interaction platform that the company is a key digital industry enterprise in Guizhou Province and is actively promoting the construction of the National Cultural Big Data Southwest Regional Center and the China Broadcasting Cloud Southwest Data Center projects, which are part of the key “East Data West Computing” project in Guizhou.

By 2025, driven by the continuous explosion of artificial intelligence technology, China’s intelligent computing scale is expected to grow rapidly. According to data from the Ministry of Industry and Information Technology, by 2025, China’s intelligent computing scale will reach 1590 EFLOPS, a year-on-year increase of 119%. Huawei’s report “Computing 2030” suggests that by 2030, general computing power will grow tenfold compared to 2020, while AI computing power will grow 4000 times.

Driven by strong demand for computing power, both domestic and international cloud service businesses have seen significant growth. Domestically, China Mobile recently announced that its intelligent computing service revenue growth reached 279% in its 2025 annual report, driving a year-on-year increase of 13.9% in cloud computing service revenue. China Telecom reported that Tianyi Cloud’s revenue reached 120.7 billion yuan, with its public cloud IaaS market share rising to second in the country. Internationally, Google Cloud’s revenue for the fourth quarter of 2025 reached $17.664 billion, a year-on-year surge of 48%, while Amazon’s AWS business grew by 24% in the fourth quarter, marking a new high in 13 quarters.

Guojin Securities’ research report believes that 2026 will be a key year for China’s computing power demand to shift from “cloud training” to a “training + inference” dual-drive model, with the computing power gap rapidly releasing under the catalysis of more modalities and broader scenarios. In 2026, the domestic computing power supply side will shift from a single state of shortage to structural balance, with abundant computing power resources effectively accommodating the surge in demand, laying a foundation for the performance realization of the computing power industry chain.

According to statistics from Securities Times·Data Treasure, there are a total of 46 stocks in the computing power leasing sector in the A-share market. In terms of institutional attention, since the beginning of the year, 13 stocks have received institutional research, with Zhongji Xuchuang, Oulu Tong, and Wangsu Technology receiving the most institutional research, with 137, 95, and 56 research firms, respectively.

During the research activities, Zhongji Xuchuang stated that with the development of AI data centers, bandwidth demand is growing very rapidly, and the network levels may become more and more complex, with an increased proportion of optical modules corresponding to ASIC chips. As key clients begin 1.6T deployments this year, the demand scale for 1.6T is expected to see significant growth compared to last year.

Oulu Tong mentioned in the research activities that the company’s high-power server power supply products are already at the leading level in the domestic market, on par with international high-end levels, and are one of the few power supply vendors capable of achieving large-scale sales of high-power server power supplies. The company has successively supplied products to well-known domestic server system manufacturers such as Inspur, Foxconn, Huaqin, Lenovo, ZTE, and H3C, and is also maintaining close cooperation with leading domestic internet companies and other end customers, with its comprehensive strength highly recognized by clients.

(Source: Data Treasure)