
A | (ECNS) -- China's Ministry of Commerce on Thursday urged the United States to immediately withdraw its Section 232 tariff measures on drones and drone components, saying the measures severely harm the interests of Chinese enterprises and disrupt cooperation in global drone industrial and supply chains. He Yadong, a spokesperson for the ministry made the remarks at a press conference in response to a question concerning the U.S. decision to impose the tariffs. China has consistently maintained that the U.S. Section 232 measures constitute unilateralism and protectionism carried out under the pretext of "national security," the spokesperson said. Chinese drones exported to the United States are mainly used for civilian purposes, including agriculture, equipment inspection, film and television production, He noted. He highlighted the U.S. Section 232 measures overstretch the concept of national security, impose differentiated tariff rates on trading partners, and discriminate against relevant Chinese products. The measures further undermine a market environment featuring fair competition, the spokesperson said. "China firmly opposes this."
。 8月26日消息,中国移动呼和浩特智算中心2026年扩容工程设备采购及2026至2027年AI超节点设备补充采购评标结果今日公示。

B | 两期集采累计中标金额已达33.5亿元,部署规模超过1万卡。

C | 本轮集采规模为3840卡(480套计算节点),据测算投标金额不含税约12.9亿元,拟由武汉长江计算、宝德计算机、河南昆仑与华鲲振宇四家分食。这是对其2026年4月首期6208卡、20.6亿元集采的扩容。 从评标结果看,标包1由长江计算与宝德计算机分获:前者拟中标1920卡、金额约6.21亿元,后者768卡、约2.48亿元。

D | 两家报价差值较小,市场博弈较为充分。 标包2则由河南昆仑与华鲲振宇拿下,分别拟中标768卡(约2.83亿元)与384卡(约1.42亿元)。两家报价高度趋同,价差仅约0.0058亿元。 这批设备将落地中国移动呼和浩特数据中心,该节点是目前全国布局规模最大的算力节点;两期超节点陆续就位后,当地智算承载力将再上一个台阶。 需要指出的是,两期设备均基于华为昇腾(CANN生态)AI超节点。
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