On September 20th, Central China Securities released a research report highlighting the recent surge in activity among domestic manufacturers in the computing power chip sector. Alibaba and Huawei have sequentially unveiled their advancements and accomplishments in computing power, delivering a wave of positive sentiment to the market. In contrast to the release of DeepSeek-R1 at the start of the year, China is now not only vying with overseas manufacturers at the model layer but also closing the hardware gap through cluster computing. The nation has attained global leadership in both super nodes and clusters, and achieved notable strides in HBM (High Bandwidth Memory) autonomy and interconnection technology. Consequently, the research report adopts a more bullish outlook on the long-term prospects of China's AI and computing power industries, maintaining an optimistic view of the sector's recent market performance. It suggests keeping a close eye on EDA (Electronic Design Automation) enterprise Empyrean, Runze Technology, which is poised to launch large-scale intelligent computing centers, and Aerospace Star Map, which is actively venturing into the low-altitude economy and commercial aviation sectors.