Topsec(SZ:002212) Sou Hu Cai Jing·2025-08-26 05:17Core Viewpoint - The upcoming 2025 China International Big Data Industry Expo is expected to boost the big data industry, particularly in data security, with significant participation from major companies [3]. Group 1: Industry Performance - The big data industry ETF (516700) showed active performance, with a peak intraday increase of 1.27% and a current rise of 0.54% [1]. - Key stocks in the sector, such as Tuowei Information and Tianrongxin, reached their daily limit, while GuoLianDa increased by over 8% and China Great Wall by more than 6% [1]. Group 2: Event Details - The 2025 China International Big Data Industry Expo will take place from August 28 to 30 in Guiyang, organized by the National Data Bureau and the Guizhou Provincial Government [3]. - A total of 375 companies, including Huawei and the three major telecom operators, have confirmed their participation, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [3]. Group 3: Policy Support - The Chinese government has implemented several policies to support the development of the big data industry, including the "14th Five-Year" plans for big data and digital economy, and the "Data Element X" three-year action plan [3]. - Research indicates that by 2024, the number of data enterprises in China will exceed 400,000, with the industry scale reaching 5.86 trillion yuan, a 117% increase from the end of the 13th Five-Year Plan [3]. Group 4: Market Insights - Longjiang Securities highlights that the enhancement of AI capabilities is hindered by the scarcity of high-quality data, which is being addressed by the National Data Bureau's initiative for high-quality data set construction [4]. - Huaxi Securities emphasizes the need for secure and reliable testing in various sectors, as the integration of AI and data presents both opportunities and challenges [4]. Group 5: Investment Focus - The big data industry ETF (516700) focuses on sectors like data centers, cloud computing, and big data processing, with major holdings in companies like Inspur Information and China Software [5]. - Investors interested in technology self-reliance should pay attention to the accelerating trends in the domestic substitution process and the potential of the new quality productivity direction [6].