Workflow
年底前将数据流通节点城市扩至50个左右……这场发布会,信息量很大
证券时报·2025-08-14 09:18

Core Viewpoint - The article highlights the significant achievements and future plans for digital China construction during the "14th Five-Year Plan" period, emphasizing the rapid development of digital infrastructure and the importance of data as a production factor for economic growth [1][3][10]. Group 1: Digital Infrastructure Development - The digital infrastructure in China has made substantial progress, with 5G base stations increasing fivefold to 4.55 million and gigabit broadband users growing 34 times to 226 million by mid-2025 compared to 2020 [3]. - The total computing power ranks second globally, supporting economic and social development [3]. - A complete industrial chain for integrated circuits has been established, covering design, manufacturing, packaging, testing, materials, and equipment [3]. Group 2: Data Market and Value Release - The National Data Bureau is promoting the market-oriented allocation of data elements, with over 3,328 new data products launched by major data trading institutions in the first half of the year, a 70% year-on-year increase [4]. - High-quality data set products increased by 2.8 times year-on-year, enhancing data utilization across various industries [4]. - The agricultural sector has seen a 5.5% increase in yield through data-enabled smart fertilization, while the industrial sector improved drilling decision efficiency by 15 times using massive well data [6]. Group 3: Data Industry Growth - The data industry is rapidly growing, with projections indicating over 400,000 data companies and a market size of 5.86 trillion yuan by 2024, a 117% increase from the end of the "13th Five-Year Plan" [6]. - The Yangtze River Delta is expected to account for 22.6% of the national data industry scale by 2024, with over 100,000 data companies [7]. Group 4: Data Circulation and Infrastructure - By the end of the year, the number of data circulation node cities will expand to around 50, covering 80% of provinces [9][11]. - The National Data Bureau has established data circulation nodes in 25 cities, laying the foundation for large-scale cross-regional data circulation [11]. Group 5: High-Quality Data and AI Support - High-quality data is crucial for the deep integration of "Artificial Intelligence+" applications, with daily token consumption increasing from 1 trillion to over 30 trillion in just 1.5 years [14]. - Over 35,000 high-quality data sets have been built, totaling more than 400PB, with a trading volume of nearly 4 billion yuan for high-quality data sets [14]. - New models like "data corpus equity investment" are being piloted in cities like Shanghai and Tianjin to convert high-quality data into equity [13][14].