2024数字生态指数报告

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report emphasizes the importance of digital ecology in enhancing new productive forces, which is crucial for high-quality development in China. It highlights the relationship between digital ecology and new productive forces, exploring topics such as data assetization, pricing mechanisms in the computing power market, and the role of data intelligence in promoting low-carbon development in the construction sector [4][14][32]. Summary by Sections Digital Ecology Index - The 2024 Digital Ecology Index indicates a stable four-tier development pattern among provincial regions, with significant competition among cities. The eastern region leads in digital ecology, while the central region is emerging, and the western and northeastern regions lag behind. Major city clusters like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta form self-circulating digital ecological hubs, while Chengdu-Chongqing and Central Triangle lack leading cities [4][8]. International Digital Ecology Index - The 2024 International Digital Ecology Index measures 159 countries, showing that China and the United States continue to be the two poles in global digital development. Although China's total index is slightly lower than that of the U.S., it surpasses in digital capability metrics, ranking first globally. European countries lead overall, with Asia following closely [4][8]. Data Assetization - The report discusses the trend of data assetization, which is becoming a significant topic. It notes that over a hundred companies are beginning to recognize data as an asset, which is essential for creating new economic growth points and reducing institutional transaction costs. The development of artificial intelligence and other technologies is crucial for nurturing a healthy computing power market [14][30]. Computing Power Market - The rapid growth of computing power, especially intelligent computing power, is highlighted as a key driver for the digital economy. The report stresses the need for a standardized, fair, and transparent pricing mechanism for computing power to facilitate its healthy development and integration into various industries [8][31]. Low-Carbon Development - The report outlines the significance of low-carbon transformation in the construction industry, which is vital for achieving national carbon neutrality goals. It emphasizes that data elements can accelerate this transformation and provide new opportunities for sustainable development [9][32]. Digital Governance and Policy - The establishment of data bureaus across various regions is aimed at promoting the overall construction of local digital ecologies and breaking through development bottlenecks. The report suggests that a well-functioning digital ecology relies on the collaboration of various stakeholders and the establishment of a cooperative and win-win mechanism [28][33]. Future Directions - The report indicates that enhancing digital capabilities, creating strategic cities, and accelerating digital integration are crucial for the further development of regional digital ecologies. It also points out that the digital economy's growth presents new challenges regarding energy consumption and carbon emissions [4][14][32].