每經AI快訊，中國銀河06月03日發布計算機行業行業研報。

工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)發(fa)展(zhan)持(chi)續(xu)落地，新(xin)(xin)(xin)質生(sheng)產力(li)(li)(li)持(chi)續(xu)賦能新(xin)(xin)(xin)型(xing)(xing)工(gong)(gong)業(ye)(ye)(ye)化(hua)(hua)：工(gong)(gong)信部發(fa)布《工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)專項(xiang)工(gong)(gong)作(zuo)組2024年(nian)工(gong)(gong)作(zuo)計劃(hua)》，它(ta)包含14類任務(wu)和(he)49項(xiang)重點工(gong)(gong)作(zuo)，主(zhu)要目(mu)標(biao)是通(tong)過(guo)技術(shu)創(chuang)新(xin)(xin)(xin)和(he)產業(ye)(ye)(ye)升級(ji)，推(tui)(tui)動制造業(ye)(ye)(ye)數字化(hua)(hua)轉型(xing)(xing)。核心內容包括：利用(yong)5G技術(shu)優化(hua)(hua)工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)基礎設施。實(shi)施標(biao)識解析系(xi)統，提(ti)升服務(wu)能力(li)(li)(li)。強(qiang)化(hua)(hua)平(ping)臺功能，促進(jin)技術(shu)供給和(he)應用(yong)推(tui)(tui)廣。釋放數據潛力(li)(li)(li)，構建工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)與(yu)(yu)安全(quan)(quan)生(sheng)產的融(rong)(rong)合體(ti)系(xi)。制定和(he)推(tui)(tui)廣工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)相關標(biao)準。增強(qiang)技術(shu)創(chuang)新(xin)(xin)(xin)，支(zhi)持(chi)新(xin)(xin)(xin)模式新(xin)(xin)(xin)業(ye)(ye)(ye)態(tai)發(fa)展(zhan)。深化(hua)(hua)行業(ye)(ye)(ye)融(rong)(rong)通(tong)應用(yong)，推(tui)(tui)動產業(ye)(ye)(ye)鏈協同(tong)。健(jian)全(quan)(quan)安全(quan)(quan)保障(zhang)機制，加強(qiang)安全(quan)(quan)管理。拓(tuo)寬資金來源，加大人才培育力(li)(li)(li)度(du)。該計劃(hua)展(zhan)現了政(zheng)府對工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)的高度(du)重視，旨(zhi)在通(tong)過(guo)一系(xi)列具體(ti)措施，實(shi)現工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)的規模化(hua)(hua)和(he)高質量發(fa)展(zhan)，為經濟(ji)轉型(xing)(xing)升級(ji)提(ti)供支(zhi)撐(cheng)。此外(wai)，2024年(nian)第(di)五屆工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)產業(ye)(ye)(ye)生(sheng)態(tai)創(chuang)新(xin)(xin)(xin)論壇在京(jing)成(cheng)功舉辦，以"新(xin)(xin)(xin)質生(sheng)產力(li)(li)(li)融(rong)(rong)合賦能，加快推(tui)(tui)進(jin)新(xin)(xin)(xin)型(xing)(xing)工(gong)(gong)業(ye)(ye)(ye)化(hua)(hua)"為主(zhu)題，匯(hui)聚了眾多行業(ye)(ye)(ye)專家(jia)、企業(ye)(ye)(ye)家(jia)和(he)高校代表。賽迪網(wang)總裁莊健(jian)強(qiang)調論壇旨(zhi)在推(tui)(tui)動工(gong)(gong)業(ye)(ye)(ye)互(hu)(hu)聯(lian)(lian)(lian)(lian)網(wang)與(yu)(yu)實(shi)體(ti)經濟(ji)的深度(du)融(rong)(rong)合，為新(xin)(xin)(xin)型(xing)(xing)工(gong)(gong)業(ye)(ye)(ye)化(hua)(hua)提(ti)供支(zhi)撐(cheng)。

節(jie)能(neng)(neng)(neng)降(jiang)碳(tan)行(xing)動(dong)方(fang)案促(cu)進能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)信(xin)息(xi)化(hua)(hua)(hua)(hua)需(xu)(xu)求(qiu)(qiu)增長(chang)：國(guo)務院(yuan)發布的(de)(de)(de)《2024—2025年節(jie)能(neng)(neng)(neng)降(jiang)碳(tan)行(xing)動(dong)方(fang)案》旨在(zai)通過具體措施，實現能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消耗和二氧(yang)(yang)化(hua)(hua)(hua)(hua)碳(tan)排放的(de)(de)(de)顯(xian)著降(jiang)低(di)(di)，并提(ti)升(sheng)(sheng)非化(hua)(hua)(hua)(hua)石能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)在(zai)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消費(fei)中的(de)(de)(de)比重(zhong)(zhong)。方(fang)案的(de)(de)(de)主(zhu)要目標是到2024年，單位(wei)GDP能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消耗和二氧(yang)(yang)化(hua)(hua)(hua)(hua)碳(tan)排放分別(bie)降(jiang)低(di)(di)約2.5%和3.9%，工(gong)業能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消耗降(jiang)低(di)(di)約3.5%，非化(hua)(hua)(hua)(hua)石能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消費(fei)占比達到約18.9%。重(zhong)(zhong)點行(xing)動(dong)包括(kuo)加速非化(hua)(hua)(hua)(hua)石能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)開發、提(ti)升(sheng)(sheng)可再(zai)生能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消納能(neng)(neng)(neng)力(li)、促(cu)進非化(hua)(hua)(hua)(hua)石能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)消費(fei)，以及完(wan)善價格(ge)政策等。此外，方(fang)案強調信(xin)息(xi)化(hua)(hua)(hua)(hua)建(jian)(jian)設(she)(she)的(de)(de)(de)重(zhong)(zhong)要性，預計(ji)在(zai)電(dian)(dian)源(yuan)(yuan)(yuan)(yuan)(yuan)側(ce)、電(dian)(dian)網側(ce)和需(xu)(xu)求(qiu)(qiu)側(ce)的(de)(de)(de)信(xin)息(xi)化(hua)(hua)(hua)(hua)需(xu)(xu)求(qiu)(qiu)將提(ti)升(sheng)(sheng)，特別(bie)是發電(dian)(dian)功率(lv)預測(ce)、新(xin)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)資產運(yun)營維(wei)護(hu)、輸變配電(dian)(dian)環節(jie)的(de)(de)(de)信(xin)息(xi)化(hua)(hua)(hua)(hua)建(jian)(jian)設(she)(she)，以及虛擬(ni)電(dian)(dian)廠的(de)(de)(de)建(jian)(jian)設(she)(she)。同時，隨著新(xin)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)上(shang)網電(dian)(dian)價市(shi)場化(hua)(hua)(hua)(hua)改革(ge)(ge)的(de)(de)(de)深化(hua)(hua)(hua)(hua)，電(dian)(dian)力(li)交(jiao)易側(ce)的(de)(de)(de)信(xin)息(xi)化(hua)(hua)(hua)(hua)建(jian)(jian)設(she)(she)也將受益。綜合來看(kan)，該方(fang)案將推動(dong)新(xin)型電(dian)(dian)力(li)系統的(de)(de)(de)建(jian)(jian)設(she)(she)和電(dian)(dian)力(li)市(shi)場化(hua)(hua)(hua)(hua)改革(ge)(ge)，加速各環節(jie)信(xin)息(xi)化(hua)(hua)(hua)(hua)建(jian)(jian)設(she)(she)，為計(ji)算機行(xing)業帶來新(xin)的(de)(de)(de)增長(chang)機遇。建(jian)(jian)議關(guan)注能(neng)(neng)(neng)科科技、遠(yuan)光軟件、國(guo)能(neng)(neng)(neng)日新(xin)等相關(guan)標的(de)(de)(de)。

風(feng)(feng)(feng)險提示：政策推進不及預(yu)(yu)(yu)期(qi)的風(feng)(feng)(feng)險；行業下(xia)游景(jing)氣度不及預(yu)(yu)(yu)期(qi)的風(feng)(feng)(feng)險；研(yan)發與產品更新(xin)不及預(yu)(yu)(yu)期(qi)的風(feng)(feng)(feng)險。

每經頭條(tiao)（nbdtoutiao）——

(記者 王瀚黎)

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