{"id":12636,"date":"2026-01-15T17:18:10","date_gmt":"2026-01-15T09:18:10","guid":{"rendered":"https:\/\/vcai.cn\/?p=12636"},"modified":"2026-01-15T17:18:11","modified_gmt":"2026-01-15T09:18:11","slug":"zhutifupan-20260115","status":"publish","type":"post","link":"https:\/\/vcai.cn\/index.php\/zhutifupan-20260115\/","title":{"rendered":"1\u670815\u65e5\u4e3b\u9898\u590d\u76d8\uff1a\u5e02\u573a\u5927\u5e45\u7f29\u91cf\uff0c\u534a\u5bfc\u4f53\u5348\u540e\u8d70\u5f3a\uff0c\u5149\u523b\u80f6\u9886\u6da8\uff0c\u9502\u7535\u6c60\u53cd\u5f39"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><i class=\"ez-toc-toggle-el\"><\/i><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260115\/#25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\" >\u4e00\u3001\u884c\u60c5\u56de\u987e<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260115\/#25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\" >\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260115\/#1_25E5258D258A25E525AF25BC25E425BD2593\" >1. \u534a\u5bfc\u4f53<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/vcai.cn\/index.php\/zhutifupan-20260115\/#2_25E92594258225E7259425B525E625B125A0\" >2. \u9502\u7535\u6c60<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258025E32580258125E825A1258C25E62583258525E5259B259E25E925A125BE\"><\/span>\u4e00\u3001\u884c\u60c5\u56de\u987e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6caa\u6307\u5168\u5929\u9707\u8361\u8c03\u6574\uff0c\u521b\u4e1a\u677f\u6307\u63a2\u5e95\u56de\u5347\uff0c\u5e02\u573a\u4e2d\u4f4d\u6570-0.33%\uff0c\u4e2a\u80a1\u8dcc\u591a\u6da8\u5c11\u3002\u4e24\u5e02\u6210\u4ea429055\u4ebf\u3001\u73af\u6bd4\u51cf\u5c1110359\u4ebf\uff0c\u4f46\u91cf\u80fd\u4ecd\u7136\u5065\u5eb7\u3002\u76d8\u9762\u4e0a\uff1a<\/p>\n\n\n\n<p>\u534a\u5bfc\u4f53\u82af\u7247\u80a1\u5348\u540e\u8d70\u5f3a\uff0c\u5149\u523b\u673a\u3001\u5149\u523b\u80f6\u65b9\u5411\u9886\u6da8\uff0c\u5f64\u7a0b\u65b0\u6750\u3001\u5eb7\u5f3a\u7535\u5b50\u7b49\u591a\u80a1\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u65c5\u6e38\u677f\u5757\u8d70\u52bf\u6d3b\u8dc3\uff0c\u4f17\u4fe1\u65c5\u6e382\u8fde\u677f\uff0c\u9655\u897f\u65c5\u6e38\u3001\u5927\u8fde\u5723\u4e9a\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u6709\u8272\u677f\u5757\u62c9\u5347\uff0c\u950c\u4e1a\u80a1\u4efd\u3001\u7f57\u5e73\u950c\u7535\u6da8\u505c\u3002<\/p>\n\n\n\n<p>\u4e0b\u8dcc\u65b9\u9762\uff0c\u5546\u4e1a\u822a\u5929\u3001AI\u5e94\u7528\u96c6\u4f53\u9000\u6f6e\uff0c\u4e2d\u56fd\u536b\u661f\u3001\u822a\u5929\u52a8\u529b\u3001\u503c\u5f97\u4e70\u7b49\u591a\u53ea\u9ad8\u4f4d\u80a1\u8dcc\u505c\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425BA258C25E32580258125E525BD259325E6259725A525E7258325AD25E7258225B9\"><\/span>\u4e8c\u3001\u5f53\u65e5\u70ed\u70b9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E5258D258A25E525AF25BC25E425BD2593\"><\/span><strong>1.<\/strong> \u534a\u5bfc\u4f53<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u5149\u523b\u80f6\u677f\u5757\u4eca\u65e5\u5927\u6da8\uff0c\u5f64\u7a0b\u65b0\u6750\u3001\u767e\u50b2\u5316\u5b66\u3001\u4e1c\u6750\u79d1\u6280\u7b49\u6da8\u505c\uff0c\u82cf\u5927\u7ef4\u683c\u3001\u4e0a\u6d77\u65b0\u9633\u7b49\u6da8\u5e45\u8d8515%\u3002\u56fd\u4ea7\u82af\u7247\u4e5f\u8f83\u4e3a\u5f3a\u52bf\uff0c\u4e09\u5b5a\u80a1\u4efd\u3001\u7d2b\u5149\u56fd\u5fae\u3001\u6587\u79d1\u80a1\u4efd\u3001\u5eb7\u5f3a\u7535\u5b50\u7b49\u6da8\u505c\u3002\u534a\u5bfc\u4f53\u8bbe\u5907\u4e2d\u5fae\u516c\u53f8\u518d\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n\n\n\n<p>\u5149\u5927\u8bc1\u5238\u4e5f\u8868\u793a\uff0c\u5149\u523b\u80f6\u7b49\u6838\u5fc3\u6750\u6599\u65e2\u53d7\u76ca\u4e8e\u6676\u5706\u6295\u7247\u91cf\u589e\u52a0\uff0c\u53c8\u9762\u4e34\u56fd\u4ea7\u5316\u7387\u63d0\u5347\u7684\u653f\u7b56\u652f\u6301\u3002\u6839\u636e\u5f17\u82e5\u65af\u7279\u6c99\u5229\u6587\u5e02\u573a\u7814\u7a76\uff0c\u9884\u8ba12028\u5e74\u5883\u5185\u534a\u5bfc\u4f53\u5149\u523b\u80f6\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe\u5230150.3\u4ebf\u5143\uff0c\u5e74\u590d\u5408\u589e\u957f\u738718.5%\u3002<\/p>\n\n\n\n<p>\u62db\u5546\u8bc1\u5238\u8ba4\u4e3a\uff0c\u5f53\u524d\u6211\u56fd\u534a\u5bfc\u4f53\u8bbe\u5907\u56fd\u4ea7\u5316\u7387\u8f83\u4f4e\uff0c\u6839\u636eMIR\uff0c2024\u5e74\u4e2d\u56fd\u6676\u5706\u5236\u9020\u8bbe\u5907\u7efc\u5408\u672c\u571f\u5316\u738725%\uff0c\u5176\u4e2d\u5149\u523b\u673a\u3001\u91cf\u68c0\u6d4b\u8bbe\u5907\u3001\u6d82\u80f6\u663e\u5f71\u673a\u7684\u56fd\u4ea7\u5316\u7387\u8f83\u4f4e\uff0c\u5206\u522b\u4e3a&lt;1%\u30019%\u300112%\uff0cMIR\u9884\u6d4b\u52302026\u5e74\uff0c\u4e2d\u56fd\u6676\u5706\u5236\u9020\u8bbe\u5907\u7efc\u5408\u672c\u571f\u5316\u7387\u6709\u671b\u63d0\u5347\u81f330%\u3002<\/p>\n\n\n\n<p>\u6b64\u5916\uff0c\u53f0\u79ef\u7535\u6700\u65b0\u53d1\u5e03\u7684\u5b63\u5ea6\u4e1a\u7ee9\u663e\u793a\uff0cAI\u82af\u7247\u9700\u6c42\u6301\u7eed\u706b\u70ed\uff0c\u53f0\u79ef\u7535\u7b2c\u56db\u5b63\u5ea6\u51c0\u5229\u6da6\u5927\u5e45\u589e\u957f35%\uff0c\u53f0\u79ef\u7535\u9884\u8ba12026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u9500\u552e\u989d346\u4ebf\u7f8e\u5143\u81f3358\u4ebf\u7f8e\u5143\uff0c\u5e02\u573a\u9884\u4f30332.2\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n<p>2025\u5e7412\u6708\u957f\u946b\u79d1\u6280\u83b7\u5f97IPO\u53d7\u7406\u3002\u957f\u946b\u662f\u5168\u7403\u7b2c\u56db\u3001\u4e2d\u56fd\u7b2c\u4e00DRAM\u539f\u5382\uff0c\u76ee\u524d\u6709\u5408\u80a5\u4e0e\u5317\u4eac\u4e09\u5ea712\u5bf8\u6676\u5706\u5382\uff0c2022-2025H1\u8d2d\u5efa\u56fa\u5b9a\u8d44\u4ea7\u548c\u5176\u4ed6\u957f\u671f\u8d44\u4ea7\u652f\u4ed8\u7684\u73b0\u91d1\u5206\u522b\u4e3a354.31\u3001436.58\u3001712.30\u548c241.15\u4ebf\u5143\u3002\u672c\u6b21\u62df\u52df\u8d44295\u4ebf\u5143\u6295\u5411\u91cf\u4ea7\u7ebf\u6280\u6539\u3001\u4e0b\u4e00\u4ee3\u6280\u672f\u5347\u7ea7\u53ca\u524d\u77bb\u7814\u53d1\uff0c\u9884\u8ba12027\u5e74\u5e95\u5b8c\u6210\u5927\u90e8\u5206\u8bbe\u5907\u5bfc\u5165\uff0c\u957f\u946b\u6269\u4ea7\u6709\u671b\u5e26\u52a8\u56fd\u4ea7\u8bbe\u5907\u9700\u6c42\u548c\u4efd\u989d\u63d0\u5347\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_25E92594258225E7259425B525E625B125A0\"><\/span><strong>2. \u9502\u7535\u6c60<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u9502\u7535\u6c60\u6982\u5ff5\u4eca\u65e5\u4e0a\u6da8\uff0c\u9886\u6e43\u79d1\u6280\u6da8\u8d8518%\uff0c\u79d1\u6052\u80a1\u4efd\u3001\u5148\u60e0\u6280\u672f\u3001\u5b8f\u5de5\u79d1\u6280\u7b49\u8d8510%\u3002<\/p>\n\n\n\n<p>\u5929\u98ce\u8bc1\u5238\u9884\u8ba12025\/2026\u5e74\u52a8\u529b+\u50a8\u80fd\u7535\u6c60\u9700\u6c42\u8fbe1872\/2236GWh\uff0cyoy+45%\/25%\u3002\u6839\u636e\u5386\u53f2\u6570\u636e\u548c\u672a\u6765\u53d1\u5c55\u8d8b\u52bf\uff0c\u9884\u8ba125\/26\u5e74\u52a8\u529b\u7535\u6c60\u51fa\u8d27\u4e3a1292\u30011524GWh\uff0c\u50a8\u80fd\u7535\u82af\u51fa\u8d27580\u3001812GWh\u3002<\/p>\n\n\n\n<p>\u5bf9\u4e8e\u56fa\u6001\u7535\u6c60\uff0c\u4ea7\u4e1a\u8d8b\u52bf\u4e0d\u65ad\u52a0\u5f3a\u3002\u4e3a\u5e94\u5bf92027\u5e74\u89c4\u6a21\u5316\u751f\u4ea7\uff0c26\u5e74\u8fdb\u5165\u4ea7\u7ebf\u5efa\u8bbe\u6295\u4ea7\u671f\uff0c\u9664\u5c11\u90e8\u5206\u73af\u8282\u4e0e\u6b64\u524d\u6db2\u6001\u6280\u672f\u4e00\u8109\u76f8\u627f\uff0c\u4f9b\u5e94\u94fe\u683c\u5c40\u57fa\u672c\u4e0d\u53d8\u5916\uff0c\u5305\u62ec\u8bbe\u5907\u4e2d\u7684\u6838\u5fc3\u589e\u91cf-\u5e72\u6cd5\/\u7b49\u9759\u538b\uff0c\u4ee5\u53ca\u6750\u6599\u4e2d\u7684\u6838\u5fc3\u589e\u91cf-\u786b\u5316\u9502\/\u786b\u5316\u7269\u7535\u89e3\u8d28\/\u8d1f\u6781\u96c6\u6d41\u4f53\u7b49\u683c\u5c40\u5747\u672a\u786e\u5b9a\uff0c\u8bbe\u5907\u7aef\u4f34\u968f26\u5e74\u89c4\u6a21\u5316\u7684\u91c7\u8d2d\u9884\u8ba1\u5934\u90e8\u4f01\u4e1a\u6709\u671b\u9010\u6b65\u8131\u9896\u800c\u51fa\uff0c\u5934\u90e8\u4f01\u4e1a\u89c4\u6a21\u5316\u751f\u4ea7\u7684\u54c1\u8d28\u4e00\u81f4\u6027\u63a7\u5236\/\u6210\u672c\u63a7\u5236\u80fd\u529b\u6709\u671b\u8fdb\u4e00\u6b65\u51f8\u663e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e00\u3001\u884c\u60c5\u56de\u987e 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