从传统市场到大模型驱动，AI时代的数据交易革命

Core Insights - The rise of large AI models is fundamentally changing the data trading market dynamics [1][2] - The demand for high-quality datasets has surged exponentially, transforming them from "useful resources" to "strategic assets" [2][3] Data Market Evolution - In 2024, AI data accounted for only 10% of the trading volume at data exchanges, but this is projected to reach nearly 80% by 2025 [1] - Prior to the emergence of large models, the data trading market was relatively immature, characterized by low market concentration, low standardization, and low transparency [1] High-Quality Data as a Strategic Asset - High-quality datasets are now considered the "new oil" in the era of large models, essential for training, validating, and optimizing these models [2][3] - The value of these datasets is determined by their professionalism, diversity, and cleanliness [2] Industry Knowledge as a Competitive Edge - The shift from general models to vertical applications has increased the value of specialized datasets in sectors like finance, healthcare, and law [3] - The demand for multi-modal data is rising, as seen in fields like autonomous driving, where diverse data types are required [3] Structural Changes in Data Acquisition - The proportion of publicly available internet data is declining, with private data production gaining importance [3] - Leading companies are establishing comprehensive data production lines, from collection to governance, making professional data a primary acquisition channel [3] Future Data Trading Characteristics - A mixed architecture of decentralized and centralized data trading platforms is likely to emerge, addressing efficiency and quality concerns [4] - New pricing and incentive mechanisms, such as token-based models, will activate data supply and encourage sharing of long-term value [4] - Industry-specific data alliances are forming to overcome data barriers, reducing costs and preventing sensitive information leakage [4] Long-term Market Outlook - The data trading ecosystem is expected to undergo profound restructuring driven by AI over the next five to ten years [4] - China is positioned to play a significant role in the global data factor market due to its large market size, diverse application scenarios, and proactive policy guidance [5]