国新证券股份：每日晨报-20241231

Group 1: Data Industry Development - The report highlights that the data industry is expected to achieve an average annual compound growth rate of over 15% by 2029, with a significant optimization in its structure and the emergence of new intelligent applications and services [3] - The data industry encompasses various sectors including data collection, storage, transaction, utilization, security governance, and infrastructure development [3] - The guidance emphasizes the need to optimize the industrial development environment and encourages early and small investments, leveraging existing government investment funds to support specialized investment institutions in the data sector [3][4] Group 2: Data Infrastructure and Services - The report identifies data infrastructure as a cornerstone of the digital economy, supporting the entire process from data collection to application [4] - It calls for the development of a nationwide integrated computing power system and the promotion of diverse computing resources, including general computing, intelligent computing, and supercomputing [4] - The guidance aims to cultivate data resource companies, strengthen data technology firms, and support data service enterprises, focusing on specialized services in data circulation and transaction [4] Group 3: Application and Innovation in Data - The report supports enterprises in creating typical scenarios that integrate data elements with various industries such as manufacturing, agriculture, commerce, finance, and green low-carbon initiatives [4] - It encourages innovation in artificial intelligence applications and the development of high-quality datasets, promoting new business models like "data as a service" and "knowledge as a service" [4] Group 4: New Energy Vehicle Procurement - The report states that the government procurement of new energy vehicles should account for no less than 30% of the total annual procurement for public service vehicles [6][7] - It emphasizes the need for government agencies to manage procurement demands effectively and to prioritize the use of new energy vehicles, especially for fixed-route and single-use vehicles [6][7] Group 5: Bond Market Regulation - The report discusses recent penalties imposed by the central bank on institutions for violations in the bond market, highlighting the need for stricter compliance and governance [8][9] - It notes that the bond market in China has been stable, with a total market balance of 173 trillion yuan as of November 2024, making it the second-largest financing channel for the real economy [10] Group 6: 5G and Industrial Internet - The report outlines the Ministry of Industry and Information Technology's plan to build 10,000 5G factories by 2027, integrating 5G technology into key sectors of the real economy [10][11]