Good news is here! The Ministry of Industry and Information Technology makes a major move, with multiple stocks surging collectively, and the 680 billion computing power giants soaring over 5% straight up.

If you’re trading stocks, look to the Golden Qilin analyst research reports—authoritative, professional, timely, and comprehensive. Help you uncover high-potential themes and opportunities!

Reporter丨Ran Lili

Editor丨Bao Fangming Jiang Peixia

On April 2, the Ministry of Industry and Information Technology issued the Notice on Carrying Out a Special Campaign to Empower Small and Medium-Sized Enterprises with Inclusive Computing Power (hereinafter referred to as the “Notice”). It sets forth the goal that by the end of 2028, a widely covered, low-cost, high-quality service, eco-systemically robust, and strongly talent-driven inclusive computing power service system will be basically in place. Among the 15 categories of industries to which the standards for the classification of small and medium-sized enterprises apply, coverage of at least 10 categories will be achieved. Further, efforts to strengthen public services for the use of computing power by small and medium-sized enterprises will be intensified, significantly lowering the thresholds for small and medium-sized enterprises to obtain and use computing power, thereby providing solid computing power support for the development of specialized and innovative “little giants” among small and medium-sized enterprises.

It should be noted that the Notice proposes exploring innovative business models such as “computing power banks” and “computing power supermarkets.” Regarding the specific meanings of “computing power banks” and “computing power supermarkets,” the reporter learned from the Information and Communications Technology Academy that the initiative supports small and medium-sized enterprises in depositing idle computing power resources. Through cross-region and cross-cycle scheduling, it enables flexible retrieval and use, centralized display, and matching between supply and demand.

On April 2, A-share market stocks tied to computing power saw broad-based gains. By the mid-session, Sit eXtech saw a straight-line surge, hitting the 20CM daily limit. Guanglu Technology rose more than 10%, and Hengtong Optic-Electronic and Fiber-Optic Rapid Technology rose more than 8%. Yangtze Optical Fibre and Changxin Bochong rose more than 6%, while Tongfei Communications, ZTE Corporation, and Unisplendour Group rose more than 5%.

Among A-share’s major computing power players, Jiji Xuchuang surged sharply by more than 5%. The financial report shows that in 2025, Jiji Xuchuang achieved a net profit attributable to shareholders of RMB 680B, up 108.78% year over year. Meanwhile, it expects that in 2026 the optical module industry will continue to see strong demand, and that 1.6T will experience very strong growth.

Specifically, the Notice clearly sets out five key tasks: the action to improve the allocation of computing power resources; the action to expand inclusive supply of computing power services; the action to empower enterprises in key industries; the action to jointly build and coordinate the industrial ecosystem; and the action to strengthen talent cultivation capabilities.

In terms of the action to improve the allocation of computing power resources, the Notice proposes optimizing the deployment of computing power resource supply. It will guide various entities such as basic telecom operators and computing power service enterprises to, around needs including national demonstration platforms (bases) for public services for small and medium-sized enterprises, pilot cities for digital transformation of small and medium-sized enterprises, characteristic industrial clusters of small and medium-sized enterprises, and innovation-oriented industrial clusters, build and deploy edge computing facilities such as edge data centers and train-and-infer integrated machines on a need basis, providing computing power support with nearby access and rapid response. It will enhance data storage and response capabilities. It will strengthen the capability supporting integration of computing and networking. It will conduct in-depth special campaigns for “millisecond-level computing” in metropolitan areas, expanding the coverage of the metropolitan 1-millisecond latency circle. It will improve network support for computing power services by unblocking the “last mile” network and computing power access bottlenecks, reducing access latency for computing power by small and medium-sized enterprises.

Regarding the action to expand inclusive supply of computing power services, the Notice proposes innovating inclusive computing power service models. It will improve the computing power special section for small and medium-sized enterprises on the China computing power platform, the computing power resource docking special section on the China small and medium-sized enterprise service network, and the special sections for national computing power internet service nodes (collectively referred to as the “small and medium-sized enterprise platform special sections”). It will promote precise matching between small and medium-sized enterprise demand and computing power resource supply, and roll out flexible payment models such as charging by “card time,” “nucleus time,” and Token-based billing.

The Notice also proposes exploring innovative businesses such as “computing power banks” and “computing power supermarkets,” supporting small and medium-sized enterprises in storing idle computing power resources so that flexible retrieval and use can be achieved through cross-region and cross-cycle scheduling. It will implement an entrepreneurship support plan for artificial intelligence among small and medium-sized enterprises. It will encourage relevant local authorities to provide subsidies to small and medium-sized enterprises aligned with industrial orientations via the small and medium-sized enterprise platform special sections, using “computing power vouchers,” “storage power vouchers,” and “transport power vouchers,” simplifying the processes for obtaining and using these resources.

Meanwhile, it will enrich the supply of computing power products. It will encourage the development and promotion of standardized, platform-based, and integrated computing power products, providing more flexible resource allocation, reducing the difficulty of developing code, improving the visualization of operations and maintenance, and further completing ecosystem community development. It will improve the ease of use of computing power services. Based on areas such as pilot cities for digital transformation of small and medium-sized enterprises, characteristic industrial clusters of small and medium-sized enterprises, innovation-oriented industrial clusters, advanced manufacturing clusters, and computing power interconnection and interoperability nodes, it will, in accordance with local conditions, build a batch of inclusive computing power empowerment centers, organize docking events for “computing power into parks and into enterprises,” and provide face-to-face technical consultation and resource supply services.

In the action to empower enterprises in key industries, the Notice proposes specific measures for sectors such as manufacturing, education, agriculture, and finance.

Among them, for manufacturing, it proposes empowering small and medium-sized enterprises in manufacturing with intelligent transformation and digital transformation. The focus will be on the pilot cities for digital transformation of small and medium-sized enterprises, characteristic industrial clusters of small and medium-sized enterprises, innovation-oriented industrial clusters, and advanced manufacturing clusters. Targeting a wide range of small and medium-sized manufacturing enterprises, it will focus on key links such as R&D and design, production and manufacturing, equipment maintenance and operations, and supply chain management, accelerating the adoption of low-cost, lightweight, easy-to-deploy, and green inclusive computing power solutions.

For education, the Notice proposes empowering education small and medium-sized enterprises through model innovation. It will support education-sector small and medium-sized enterprises in developing teaching and training technology products that are tailored to primary and secondary schools, institutions of higher education, and social training organizations by leveraging inclusive computing power. It will promote coordinated building of education application service computing power bundles by computing power service enterprises and education technology enterprises, reducing the costs and complexity for education-service-type small and medium-sized enterprises in areas such as technology development, system deployment, and operations and maintenance management.

In addition, the Notice proposes creating typical application practice. Focusing on sectors such as manufacturing, education, agriculture, and finance, it will select a group of application scenarios and typical projects with significant outcomes from computing power applications and strong replicability. By category and level, it will compile lists of scenarios for inclusive computing power empowerment for digital transformation across different industries, and promote excellent computing power application practices to proceed ahead in areas such as broad adaptation, integrated innovation, and large-scale rollout for piloting first.

In the action to jointly build an industrial ecosystem through coordination, the Notice proposes promoting the expansion of industrial ecosystem circles. It will deepen the transformation of technological achievements. It encourages qualified localities to build computing power technology verification platforms for small and medium-sized enterprises, and supports small and medium-sized enterprises in strengthening their capabilities across the entire chain, including technology verification, prototype development, transformation of achievements, and market landing. It will roll out a “1+N” pairing and assistance mechanism involving large, medium, and small enterprises. It will encourage large enterprises to establish regularized and institutionalized “1+N” pairing and assistance relationships with small and medium-sized enterprises, promote sharing large enterprises’ experience in areas such as computing power technology, operations and maintenance management, cost control, and scenario landing, and provide targeted and precise support.

In the action to strengthen talent cultivation capabilities, the Notice proposes implementing a computing power talent training plan. It will adhere to the principle of balancing “source-side cultivation” with “upskilling while on the job.” It will encourage capability-building and training in pilot cities for digital transformation of small and medium-sized enterprises, and organize experts in the computing power field along with industry practitioners to develop a batch of high-quality courses for inclusive computing power applications. It will expand international talent exchange and cooperation.