The China Academy of Information and Communications Technology has established the ‘Advanced Storage AI Inference Working Group,’ which is expected to reshape the value of the storage industry.

According to a report by Huawei’s official account on the 26th, at the 2025 China Computing Power Conference, the China Academy of Information and Communications Technology, in collaboration with Huawei Data Storage, iFlytek, Inspur, Sunway, Muxi, Qingwei Intelligent, China Mobile, China Telecom, and China Unicom, jointly established the “Advanced Storage AI Inference Working Group.”

According to Huawei’s official account on the 26th, at the 2025 China Computing Power Conference, the China Academy of Information and Communications Technology, in collaboration with Huawei, Data Storage, iFlytek, Inspur, Sugon, Muxi, Qingwei Intelligent, China Mobile, China Telecom, and China Unicom, jointly established the “Advanced Storage AI Inference Working Group,” marking a new stage in the field of AI inference in China characterized by “storage-computation collaboration and ecological co-construction.”

Great Wall Securities believes that the current global AI wave is accelerating, leading to an exponential increase in demand for computing power. Concurrently, domestic large models such as DeepSeek are advancing rapidly, which will inevitably drive a continuous rise in domestic computing power demand. With the gradual establishment of domestic computing power infrastructure and the continuous improvement of AI chip technology, there will be ample space for the localization of computing power, and we maintain a positive outlook on investment opportunities related to computing power localization.

According to the Caixin theme database, related listed companies include:

Baive Storage’s products include embedded storage, PC storage, and enterprise-level storage, which have obtained core supplier qualifications from AI server manufacturers, leading internet companies, and top domestic OEM manufacturers. The company is a partner of Huawei for NM cards, having received patent licensing authorization for Huawei NM storage cards.

Jiangbolong is vigorously promoting the research and development of enterprise-level PCIe 5.0 SSDs, large-capacity enterprise-level QLC SSDs, and AI memory SOCAMM. The company’s storage products have successfully completed compatibility adaptation with domestic CPU platform servers such as Kunpeng.