“数据资源”入表再提速：上半年119家上市公司入账28亿

Core Insights - The integration of data resources into financial statements of listed companies is accelerating, with 119 companies reporting a total scale exceeding 2.8 billion yuan [3] Group 1: Financial Reporting - A total of 119 listed companies have incorporated data resources into their financial statements, surpassing 2.8 billion yuan [3] - The distribution of data resources in financial statements shows that intangible assets dominate with a scale of 1.79 billion yuan, accounting for approximately 64% [3] - Development expenditures rank second with a total scale of about 920 million yuan, representing around 33% [3] - Inventory accounts for only about 93 million yuan, making up just 3% of the total [3] Group 2: Industry Coverage - Data resources have been integrated into financial statements across 35 industry categories, indicating extensive penetration and empowerment effects of data elements [3] - Telecommunications companies lead the way in data resource integration, with China Mobile, China Telecom, and China Unicom reporting total data asset scales of 774 million yuan, 433 million yuan, and 396 million yuan respectively, together accounting for over half of the industry total [3] - The total scale of data assets for these three companies has increased by 17% compared to the 2024 annual report data [3] Group 3: Regional Distribution - Beijing leads with a total scale of 1.1 billion yuan in data resource integration, solidifying its position as a digital economy hub [4] - Hubei and Anhui follow with 200 million yuan and 142 million yuan respectively, benefiting from national digital economy development strategies [5] - These regions have actively fostered data industry ecosystems through policy support and industry guidance [5] Group 4: Securities Sector - The securities sector has also made progress in data asset integration, with seven brokerages reporting a total of 26.3366 million yuan, all categorized under intangible assets [5] - Guotai Junan and Haitong Securities, merged to form Guotai Haitong, reported the largest scale among brokerages at 11.96 million yuan [5]