数据市场“强功能”流通服务机构走向差异化分工

Core Insights - The National Data Bureau has released an opinion document aimed at fostering data circulation service institutions and accelerating the marketization and valuation of data elements, indicating a shift from initial framework building to enhancing functionality and ecosystem vitality in China's data market [1][2] Group 1: Data Circulation Service Institutions - The opinion categorizes data circulation service institutions into three types: data exchanges, data circulation service platform enterprises, and data merchants, which are crucial for linking data supply and demand, promoting data transactions, and advancing the marketization of data value [1][2] - Data exchanges are seen as "explorers" of institutional rules and ecosystem cultivation, while data circulation service platform enterprises act as the main force in promoting industry data transactions and utilization [2] Group 2: Challenges and Opportunities - Data exchanges face challenges in accurately defining their roles and expanding transaction volumes, currently experiencing a phase of growth and development [2] - The Beijing International Big Data Exchange anticipates breakthroughs in three areas: facilitating public data product transactions, collaborating with platform enterprises to create new industry-driven models, and integrating diverse stakeholders to form a closed loop of "scene exploration—product development—circulation transaction" [2] Group 3: Differentiated Roles and Collaboration - The opinion emphasizes differentiated roles among the three types of institutions, suggesting a collaborative ecosystem where data holders transition from competitors to partners, focusing on shared goals [3][7] - Data merchants are encouraged to enhance their capabilities in scene value exploration and product development, requiring a shift towards AI-driven data efficiency and value sharing [4][8] Group 4: Market Growth and Projections - The domestic data element industry is projected to grow at a compound annual growth rate of approximately 20.26%, expected to exceed 300 billion by 2028 [6] - Key application areas for data elements include finance, industrial manufacturing, and healthcare, with the financial data element market anticipated to surpass 100 billion by 2028 [7] Group 5: Innovative Business Models - Future business models are expected to evolve from a single structure based on technical service fees to a more diversified value-sharing ecosystem [8] - Companies are exploring innovative applications of data services in various sectors, such as automotive data integration and AI model training, to enhance industry upgrades and share data value [8]