政策鼓励，算力发展加速

下被修改或撤回。详细投资者在作出决议计划时还应参阅其他来历的资料。Trading stocks? Just read the Jin Qilin analyst reports – authoritative, professional, timely, comprehensive, and help you to discover potential opportunities! The policy continues to increase the construction of computing power and communication capability: on April 20, the Ministry of Industry and Information Technology stated that it will promote the accelerated breakthrough of core key technologies such as 6G, optical communication, and quantum communication, and increase the research and development efforts for cutting-edge technologies such as artificial intelligence, blockchain, digital twins. On April 19, the Shanghai Municipal Commission of Economy and Informatization issued a document stating that by the end of 2023, relying on the city’s artificial intelligence public computing power service platform, access and scheduling of more than 4 computing power infrastructure will allow intelligent computing power to reach a capacity of over 1000PLOFPS (FP16). At the same time, Shanghai will form a hub-type data center cluster, a city data center cluster, and an edge data center layout, using communication equipment rooms, substations, and other facilities to deploy edge data centers flexibly as needed. Ongoing upgrades are further raising the status of computing power and optical communication. The importance of computing power is unquestionable in the AIGC boom. As model parameters rapidly expand, the demand for communication between graphics cards and shared graphics memory is growing exponentially. The internal communication capabilities of supercomputers have become a bottleneck in the performance of top graphics cards such as H100 and A100. This emphasis by the Ministry of Industry and Information Technology on “optical communication” as a core key technology also confirms that optical communication has become a core part of AIGC. We believe that optical communication, especially its core optical modules and optical devices, as an area in which China has a comparative advantage, is a core industry for China to deeply participate in global computing power upgrades and supply global computing power. Computing power is growing, and optical communication will continue to thrive. To have computing power, one must be able to schedule it. From the top-level design of “Eastern Numbers, Western Calculations” to the construction details of Shanghai’s “scheduling computing power,” it all points to the direction of “having computing power and being able to schedule it.” As the development of computing card acceleration progresses, the hardware cost of unit computing power will continue to decline, and at that time, electricity and land prices will become the main costs of computing power. Therefore, the western computing power will become the most important source of computing power in China. At the same time, due to the scale of urban construction land and location limitations, computing power facilities are distributed in various parts of the city. How to flexibly call will also become an important construction direction. We believe that the construction of computing power scheduling networks will benefit the corresponding high-speed optical module demand of the transmission network. High-speed optical modules will become the next prosperous period after high-rate optical modules, with high-rate “computing power” corresponding to long-distance “scheduling,” emphasizing coherent sinking. The importance of the edge is becoming increasingly prominent, focusing on the edge IDC and AI module. The planning issued by Shanghai mentions the need to achieve “gradient layout” for three types of IDC, and indicates that communication equipment rooms and substations should be used to build edge data centers. This plan highlights the fact that the future computing power will be distributed in a gradient from the cloud to the edge. Cloud computing will be responsible for complex scientific computations, large-scale model computing, and reasoning tasks. The edge will rely on its three major advantages of privacy, latency, and cost, becoming a channel that reaches thousands of users and scenarios for small models and AI applications. As the demand for edge computing power continues to increase, the module as the best carrier of edge computing power will become the capillaries of AI, and edge IDC will also open up new space for urban computing construction. Investment Suggestions: Computing power upgrade corresponds to high-speed optical modules, computing power scheduling corresponds to long-distance optical modules, and edge IDC corresponds to the Internet of Things modules and edge IDC. Leading companies in high-speed optical modules: New Yisheng, Tianfutong Communication, Zhongjixuchuang, Taichenguang. Leading companies in long-distance optical modules: Dekeli, Huagong Technology, Guangandong. Intelligent modules: Meg Intelligent, Movon Communication, Guanghe Tong. Edge IDC: Longyu Shares, Wa

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