要素市场化改革应抓住增量重点丨杨涛专栏

Group 1 - The State Council has issued a plan for pilot reforms in market-oriented allocation of factors in 10 regions, which is a significant step towards building a unified national market and promoting high-quality economic development [1] - The reform focuses on market-oriented approaches for various factors including technology, data, land, human resources, and capital, with technology and data being key areas for future exploration [1] Group 2 - New technologies, particularly artificial intelligence (AI), are seen as crucial for developing new production methods and enhancing total factor productivity, with the global AI industry projected to reach $638.2 billion in 2024 [2] - The AI sector is expected to see record venture capital investments of $100.4 billion in 2024, indicating a significant growth trajectory [2] - The evolution of AI models, supported by advancements in knowledge engineering and algorithms, is facilitating enterprise-level innovation across various industries [2] Group 3 - The State Council's opinion on implementing "Artificial Intelligence +" aims to integrate AI deeply into various sectors, reshaping production and living paradigms, and fostering a new intelligent economy and society [4] - The focus is on creating a collaborative environment between AI and other factors like labor and capital to avoid significant structural employment impacts [4] Group 4 - Data factor marketization is emerging as a new area for enhancing economic vitality, with increasing attention on data's strategic and economic value [5] - The data industry chain, encompassing collection, storage, processing, circulation, analysis, and application, is becoming a priority for development globally [5] - China is actively constructing a national strategic development plan around data, focusing on open sharing, rights protection, and marketization of data factors [5] Group 5 - In 2024, China's data production is expected to reach 41.06 zettabytes, a 25% increase year-on-year, while data storage is projected to total 2.09 zettabytes, growing by 20.81% [6] - The number of public data open platforms at the municipal level has increased by 7.5%, with a 7.1% rise in the volume of open data [6] - The focus on data marketization includes improving legal frameworks, addressing regional disparities, and enhancing the integration of data with AI and other factors to improve economic and social development [6]