Shenzhen: Innovative power storage participates in virtual power plant solutions to explore the integrated business model of source, network, load and storage.

On March 23, the Shenzhen Municipal Bureau of Industry and Information Technology of Guangdong issued a notice on the issuance of the ''Shenzhen City's Action Plan for Accelerating the High-quality Development of the Artificial Intelligence Server Industry Chain (2026-2028) ''. The development goals are clear and give full play to Shenzhen's new generation of electronic information, artificial intelligence, new energy and other industrial development advantages, adhere to innovation-driven, soft and hard collaboration, ecological cultivation, open cooperation, promote the AI server R & D and design, core components and machine manufacturing, system integration, supporting services and other industrial chain innovation and agglomeration development, promote large and medium-sized enterprises collaborative integration, upstream and downstream enterprises close collaboration, production and supply and marketing links coupling linkage, build the most complete industrial supporting, resource allocation, the most efficient innovation ecology of the AI server industry chain, to build a super large-scale intelligent computing cluster R & D and manufacturing hub, to provide solid support for Shenzhen to build a world-leading and important advanced manufacturing center and an industrial science and technology innovation center with important global influence.

by 2028, the production capacity and shipments of AI server products in the whole industrial chain will grow by leaps and bounds, and the global market share of products in key areas such as core chips, storage, printed circuit boards (PCB), power storage, optical modules, passive components will increase significantly. Core chips and key products have achieved technological breakthroughs, and gradually cultivated a number of "specialized, special and new" and "single champion" enterprises with excellent technology and significant market advantages, the formation of large and medium-sized enterprises coordinated development of the industry echelon.

the key areas mentioned power storage, accelerated the "lithium battery" advantage empowerment, and continuously improved the "depth" of UPS, 800V high voltage DC power supply, lithium/sodium energy storage system and other advantageous products ". Strengthen the "power electronics" capability leap, promote the iteration of a new generation of HVDC power supply solutions, and accelerate the development and innovation of key products such as high-voltage SiC MOSFETs, high-frequency GaN power devices, multiphase controllers and intelligent power stages (DrMOS), and highly integrated power modules. For domestic and foreign market demand, according to local conditions to build "photovoltaic/offshore wind energy storage green power direct connection" zero-carbon data center benchmark demonstration, to help computing power demand in place, green power efficient use. Innovative power storage participates in virtual power plant solutions and explores the integrated business model of source network load storage.

the original text is as follows:

notice of Shenzhen municipal bureau of industry and information technology on printing and distributing the action plan for accelerating the high-quality development of artificial intelligence server industry chain (2026-2028)

all relevant units:

Shenzhen's Action Plan for Accelerating the High-quality Development of Artificial Intelligence Server Industry Chain (2026-2028) has been approved by the municipal government and is hereby issued and implemented. Please earnestly organize and implement it.

Shenzhen Municipal Bureau of Industry and Information Technology

March 23, 2026

Shenzhen's Action Plan for Accelerating the High-quality Development of Artificial Intelligence Server Industry Chain (2026-2028)

In order to seize the commanding heights of the technological development of artificial intelligence industry, accelerate the high-quality development of the artificial intelligence server (hereinafter referred to as the AI server) industry chain, take the lead in creating a new form of intelligent economy, and accelerate the construction of a global artificial intelligence pioneer city. This action plan is formulated in accordance with the spirit of the "Opinions of the State Council on the In-depth Implementation of" Artificial Intelligence "Actions" and other documents. The actual situation of our city.

1. development goals

Give full play to the development advantages of Shenzhen's new generation of electronic information, artificial intelligence, new energy and other industries, adhere to innovation-driven, soft and hard coordination, ecological cultivation, open cooperation, and promote the AI server R & D and design, core components and complete machine manufacturing, system integration, supporting services and other industries of the whole chain innovation and agglomeration development, promote the coordination and integration of large and medium-sized enterprises, close cooperation between upstream and downstream enterprises, and coupling of production, supply and marketing links, build a AI server industry chain with the most complete industrial supporting facilities, the most efficient resource allocation, and the best innovation ecology, and create a super-large-scale intelligent computing cluster R & D and manufacturing hub, Provide solid support for Shenzhen to build a world-leading and important advanced manufacturing center and an industrial technology innovation center with important global influence.

2. focus areas

(I) core chips. Support domestic GPU, NPU, CPU, DPU and other core chip products to accelerate the application and iteration, form a complete industrial ecology, encourage the development and industrialization of high-performance computing chips based on RISC-V architecture, develop high-speed Ethernet switching chips, PCIe/CXL switching chips, etc., and promote technology iteration and performance upgrade. Support the development and application of third-generation semiconductor power devices, support the development of scenario-specific power solutions, and forward-looking layout of next-generation power semiconductor technologies.

(II) storage products. Support the research and development and application of memory chips, speed up the research on advanced packaging technology of memory chips, and focus on the development of high-end storage products such as enterprise SSD and enterprise memory modules. Strengthen the research and development of new technologies such as near-storage packaging and integration of storage and calculation, enhance the supply capacity of high-end storage, and build a high-end storage product supply system suitable for large model training and supercomputing centers.

(III) printed circuit boards. Relying on the advantages of Shenzhen's global PCB manufacturing core base, we will focus on developing multi-layer high-order high-speed boards, rigid-flexible bonding boards, flexible boards, advanced packaging substrates, 6-order and above ultra-high-order HDI boards and ABF carrier boards for AI servers to promote the large-scale application of cutting-edge low-dielectric high-end substrates. Strengthen the research and development and capacity layout of high-order carrier boards and flexible circuit boards, and expand PCB's small-scale customization service capabilities, provide support for enterprise research and development, pilot. Accelerate applications such as special printed circuit boards (for high-speed and high-frequency communications) and FCBGA/BT package substrates to support efficient interconnection between data centers and backbone networks.

(IV) power storage. Accelerate the "lithium-electric" advantage empowerment, and continue to improve UPS, 800V high-voltage DC power supply, lithium/sodium energy storage system and other advantages of products "depth". Strengthen the "power electronics" capability leap, promote the iteration of a new generation of HVDC power supply solutions, and accelerate the development and innovation of key products such as high-voltage SiC MOSFETs, high-frequency GaN power devices, multiphase controllers and intelligent power stages (DrMOS), and highly integrated power modules. For domestic and foreign market demand, according to local conditions to build "photovoltaic/offshore wind energy storage green power direct connection" zero-carbon data center benchmark demonstration, to help computing power demand in place, green power efficient use. Innovative power storage participates in virtual power plant solutions and explores the integrated business model of source network load storage.

(V) the optical module. Promote the intergenerational upgrade of optical modules from 800G to 1.6T/3.2T, and support the landing of mass production projects of optical modules of 800G and above; Focus on the development of high-speed, low-power silicon optical modules, CPO/LPO/NPO packaged optical modules, and promote the breakthrough and large-scale application of core technologies such as high-end thin film lithium niobate and high-end indium phosphide. Promote all-optical switching technology evolution and industrial application, and enhance independent research capabilities.

(VI) cooling products. Consolidate the leading position of cold plate liquid cooling in China and accelerate the development of advanced heat dissipation technologies such as immersion liquid cooling, chip-level direct cooling and embedded micro-channel liquid cooling. Improve the energy efficiency of high-end air cooling systems and lay out the cutting-edge directions of phase change energy storage heat dissipation and thermoelectric cooling. Focus on the development of AI server liquid cooling cabinet, cold water plate, liquid cooling plate, high thermal conductivity interface materials, heat dissipation modules and other core products; strengthen the supply of high-end thermal core components such as VC average thermal plate, 3D VC, and high-efficiency thermal gel.

(VII) passive components. Focus on the development of high-speed connectors for AI servers, high-current power inductors, high-capacitance MLCC, high-frequency low ESR capacitors, 3D silicon-based capacitors and other core products.

(VIII) AI server. Relying on Shenzhen's advantages in research and development, manufacturing and ecological matching of complete machines, we will develop core products such as all-liquid-cooled AI super nodes, high-end AI training servers, AI reasoning servers, large model training and pushing integrated machines, and actively lay out lightweight AI integrated machines, mini mainframes and other products. Support the development of liquid-cooled CDU and other server cluster connection systems, strengthen and integrate the whole machine industry, and enhance ODM/OEM/JDM diversified manufacturing service capabilities, build a full-chain service system covering design, manufacturing, testing and delivery, and cultivate a AI server brand with global influence.

3. key tasks

(I) service major projects landed. Strengthen urban linkage and departmental linkage, make full use of national policies such as "two new", "two heavy" and "new policy financial instruments" and other supporting policies such as technological transformation, strengthen the planning and layout of major projects, and in-depth understanding of the needs of enterprises in the industrial chain, Encourage enterprises to increase capital and expand production. Strengthen the whole process service of high-end expansion projects of enterprises, and accelerate the implementation of projects.

(II) classification to protect the industrial space. Combined with the actual needs of enterprises, classification, to do a good job of industrial space protection. City and district linkage, in accordance with the city's industrial and other industrial land supply management measures, do a good job in the selection of high-end R & D and manufacturing projects of enterprises, and strengthen the supply of industrial land. Actively promote the "industrial upstairs" and other models, for lightweight manufacturing, research and development pilot, flexible production and other types of projects to quickly provide landing space.

(III) deepen the collaborative research and innovation of the industrial chain. Explore the collaborative innovation model of "chain main questions, upstream and downstream answers", give full play to the leading role of chain main enterprises, and drive upstream and downstream enterprises to jointly research and develop and tackle key technical problems. Focusing on the new demand for AI servers at the cutting-edge track, we will carry out core technology research and development and industrialization exploration. Support upstream enterprises to enter the supply chain of leading enterprises, through the first set, the first batch, the first edition of the policy, accelerate the large-scale application of domestic equipment, components, materials, software.

(IV) improve the level of resilience and safety of the industrial chain supply chain. In-depth implementation of the country's new round of key industrial chain high-quality development action deployment, and actively guide enterprises to participate in the manufacturing industry strong chain to complement the chain stability chain. Actively play the electronic components and integrated circuit international trading center diversified reserves, transaction matching, user collection, cross-border services and other capabilities to ensure the stability of the supply chain. Relying on the chain main enterprises to chain investment, attract upstream core materials, components enterprises landing, support enterprises in the establishment of regional headquarters, research and development centers and production bases, improve the layout of the AI server industry chain.

(V) build a good industrial development ecology. Promote the establishment of a normalized cooperation mechanism between chain-owned enterprises and cloud service providers (CSPs) and large model enterprises, accelerate the in-depth adaptation of the AI computing base technology system, and help the healthy development of domestic AI computing ecology. Accelerate the large-scale application of domestic computing power chips, attract chip ecological supporting enterprises to land, and build a virtuous circle of "application traction technology iteration. Support open source Hongmeng, open source Euler and RISC-V architecture deep adaptation, to create a AI server field operating system and RISC-V integration of new ecology.

(VI) promotes the coordinated development of manufacturing and service industries. While promoting the upgrading of the manufacturing level of the whole industrial chain of AI servers, we will support the development of productive service industries such as cluster planning, system integration, computing power leasing, model training, operation and maintenance management for complete machine manufacturing and computing infrastructure enterprises, and build a "full stack, green and reliable" integrated solution of "hardware algorithm service. Support the transformation of complete machine manufacturers to system service providers, providing full life cycle services from planning and design, deployment and delivery to intelligent operation and maintenance, and encourage cloud service providers and AI enterprises to participate in hardware customization in depth, forming a virtuous circle of demand pulling supply and supply creating demand. Relying on the advantages of Shenzhen's software and information services, we will promote the collaborative development of AI servers, industry models and intelligent computing power scheduling platforms to build the world's leading AI computing power infrastructure service ecosystem.

(VII) optimize full-cycle investment and financing services. Strengthen support for small and medium-sized enterprises, focus on early and mid-term industrial chain, start-up enterprises, and promote government investment funds to invest in high-quality projects in the AI server industry chain. Promote in-depth cooperation between government investment funds and high-quality enterprise industrial venture capital (CVC) to provide financial support and supply chain channel empowerment for enterprises. Build a docking platform for banks and enterprises, reduce the financing costs of enterprises, help enterprises to connect with the capital market, and support enterprises to go public.

(VIII) improve the industrial talent introduction system. Promote local colleges and universities to add related majors and expand the scale of enrollment. Deepen the integration of production and education, jointly build industrial colleges and training bases with high-quality enterprises and colleges, and transport skilled talents. Make good use of the talent policy, improve supporting services such as housing and medical care, attract professional and technical personnel to develop in depth, and stabilize the employment team of enterprises.

4. safeguard measures

(I) pay close attention to the implementation of the task. The municipal level should do a good job in the overall planning of the city's industries, form an overall strategy, take the initiative to connect and provide front-line services, and strengthen the investment and financing support of enterprises. District level to strengthen territorial responsibility, detailed implementation measures, focus on ensuring the industrial land, housing and financing needs of enterprises, actively through the "industrial upstairs" and other modes for enterprises to quickly match high-quality industrial space, promote the efficient landing of projects, and do a good supporting service guarantee.

(II) a sound working mechanism.Under the city's "20 8" strategic emerging industrial cluster work system, we will promote close cooperation and coordination among industrial authorities, planning and natural resources, ecological and environmental protection, water affairs and other departments and jurisdictions, comprehensively link up national and provincial plans for artificial intelligence and computing infrastructure construction, mobilize resources from all parties, and make every effort to serve and guarantee the development of enterprises in the AI server industry chain and the construction of major projects. Strengthen the overall planning and accurate support of policy resources.

(III) improve the support system. Support the construction of industrial public technology pilot platform, integrate technology research and development, inspection and testing, intellectual property rights, compliance certification, enterprise services and other multiple functions, for the industrial chain enterprises to provide full-cycle, inclusive professional services. Give full play to the role of industry associations, research institutions and other bridges and bonds, strengthen industrial research, industry exchanges, and personnel training, and support relevant industrial organizations to empower industrial development.