国家队开挖数据金矿

Core Viewpoint - The new round of state-owned enterprise reform is enhanced by the integration of data as a key resource, aiming to break down industry barriers through data circulation and drive deep changes in corporate governance and business models [1][3][19]. Group 1: Data Utilization and Collaboration - The National Pipeline Corporation is focusing on utilizing over 10 billion core data points accumulated over five years to enhance operational efficiency and safety [2]. - A pilot program initiated by the National Data Bureau and the State-owned Assets Supervision and Administration Commission aims to explore the transition of data from resources to assets and capital, involving 12 central enterprises [3][5]. - The pilot program emphasizes collaboration between state-owned enterprises and private companies to create a "cooperative ecosystem" for data utilization [3][5]. Group 2: Challenges in Data Ownership and Valuation - The primary challenges in the data element process include difficulties in ownership confirmation, pricing, and circulation, which are critical for the marketization of data [3][11]. - The ambiguity surrounding data ownership complicates its classification as an asset, as seen in the case of pipeline pressure data and user consumption data [10][11]. - The lack of clear ownership leads to difficulties in fair market valuation and internal conflicts regarding data sharing within enterprises [11][12]. Group 3: Technological Solutions and Innovations - Companies are adopting technologies like blockchain and privacy computing to create "trusted data spaces" that allow for secure data circulation without transferring ownership [14]. - The establishment of data-sharing ecosystems, such as China Mobile's "Renew Community," aims to facilitate collaborative development and revenue sharing among partners [14]. - The first successful registration of data assets at the Beijing International Big Data Exchange highlights the potential for data to be recognized as intangible assets, opening avenues for financing [14][15]. Group 4: Emerging Industry Chains and Market Dynamics - The pilot program is expected to stimulate a new industry chain driven by data elements, with increased interest from market players in data asset registration and trading [17]. - Small and medium-sized enterprises are benefiting directly from data-driven credit support initiatives, showcasing the practical impact of data resource development [17]. - The evolving landscape of data utilization is prompting a shift in regulatory focus from traditional asset management to capital and data management [18].