The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the “Six Zhang Network” is expected to accelerate progress as a key infrastructure supporting the implementation of the technology strategy. The impact of the conference on the technology industry is specific and quantifiable, directly pointing to industrial chain upgrading and market expansion. Currently, the computing power network has entered the implementation stage. The technology industry will usher in three substantial opportunities: technical research, scenario integration, and ecological collaboration, and related leading enterprises will soon usher in a large space for market growth.
Incident: The Political Bureau of the CPC Central Committee held a meeting on July 30 and decided to hold the 5th Plenary Session of the 20th Central Committee of the Communist Party of China in Beijing in October this year. The main agenda is for the Political Bureau of the CPC Central Committee to report its work to the Central Committee to study and persevere in promoting comprehensive and strict government of the Party. The conference analyzed and studied the current economic situation and deployed economic work for the second half of the year.
The main views of China Galaxy Securities are as follows:
As a key infrastructure supporting the implementation of science and technology strategies, the “Six Zhang Network” is expected to accelerate progress.
“Six networks” specifically refer to water grids, new power grids, computing power networks, next-generation communication networks, urban underground pipelines, and logistics networks. Among them, computing power networks, next-generation communication networks, and new power grids are closely related to the technology industry. As a key infrastructure link in the era of artificial intelligence, computing power grids connect the country's computing power facilities into a network to achieve efficient scheduling across regions and industries, directly supporting large-scale model training and reasoning; next-generation communication networks cover 5G-A, 6G, satellite internet, etc., to achieve integrated global coverage of space, earth and sea, providing definitive connections for intelligent, intelligent connected vehicles, etc.; new power grids support computing power centers with new energy sources through intelligent scheduling to solve the power load fluctuation problem caused by the AI outbreak. Together, these three networks form the digital foundation of the smart economy, break through circulation barriers for key production factors such as data, computing power, and energy, and provide ubiquitous, efficient and reliable underlying support for the technology industry.
The impact of the conference on the technology industry is specific and quantifiable, directly pointing to industrial chain upgrading and market expansion.
The construction of next-generation communication networks has driven the upgrading of industrial chains such as network equipment, chip devices, special instruments, and smart terminals; 6G technology research and standard development is accelerated, and it is expected to cultivate and form a trillion-yuan 6G industry and application market by 2035. New business formats such as embedded intelligence and smart communication will achieve a closed commercial loop; computing power network construction promotes the continuous growth of the overall scale of intelligent computing, which can support the simultaneous training of dozens of models with large parameters of 100 billion, directly empowering the iteration of the artificial intelligence industry. Currently, the computing power network has entered the implementation stage. The technology industry will usher in three substantial opportunities: technical research, scenario integration, and ecological collaboration, and related leading enterprises will soon usher in a large space for market growth.
Risk warning: the risk that artificial intelligence development falls short of expectations, the risk that the industry's production expansion process will accelerate, etc.