Core Insights - The Chinese government is focusing on high-quality completion of the "14th Five-Year Plan" with significant achievements in digital infrastructure and the digital economy [1] Digital Infrastructure Development - By June 2025, the number of 5G base stations is expected to increase fivefold compared to 2020, reaching 4.55 million; gigabit broadband users have grown 34 times to 226 million; and China's total computing power ranks second globally [2] - The investment in digital infrastructure is creating substantial market demand, driving the development of the information and communication technology industry chain, including integrated circuits and communication network equipment [3] Data Industry Growth - The data industry in China is projected to reach a scale of 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan," with over 400,000 data enterprises expected by 2024 [4] - The data industry is evolving from business intelligence to artificial intelligence, with a focus on deep data mining and integration, leading to increased innovation within the industry [4] Regional Development and Cluster Formation - The Yangtze River Delta has developed a multi-layered, full-chain data industry ecosystem, accounting for 22.6% of the national data industry scale by 2024, with over 100,000 data enterprises [5] Digital Services and Public Welfare - The number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7%, leading to more accessible digital services for the public [6] - Digital healthcare services have expanded significantly, with over 1 billion annual services provided by internet hospitals and 1.2 billion users of the national medical insurance code [6][7] - The digital education platform in China is the largest globally, and digital social security has reached over 1.07 billion users, covering more than 75% of the population [7]

数据产业主要包括数据采集汇聚、计算存储、流通交易、开发利用、安全治理和数据基础设施建设 及服务等业态，是促进数据要素市场化价值化的新兴产业。"十四五"期间，我国数据产业发展势头良 好、市场空间大，已成为数字经济发展的新增长点。 5G基站总数455万个、算力总规模位于全球第二，数据产业规模5.86万亿元、较"十三五"末增长 117%，数据生产量达到41.06泽字节，高质量数据集超过3.5万个……在国新办8月14日举行的"高质量完 成'十四五'规划"系列主题新闻发布会上，国家数据局局长刘烈宏表示，"十四五"期间，我国全面深化数 据要素市场化配置改革，加快数字化、绿色化协同转型发展，推动数字中国建设取得显著成就。 数字产业发展势头良好 "我们加快推进数据资源开发利用制度建设。"国家数据局副局长陈荣辉介绍，在公共数据方面，印 发了《关于加快公共数据资源开发利用的意见》，资源登记、授权运营、价格机制相关政策发布实施。 《政务数据共享条例》出台实施，省市两级制定公共数据授权运营相关政策超过87项，政务数据共享、 公共数据开发和授权运营更加规范和高效。国家登记平台登记的资源、产品和服务快速增长，目前已经 覆盖超过78个国民 ...

Core Viewpoint - The article highlights the significant achievements and developments in China's data industry during the "14th Five-Year Plan" period, emphasizing the acceleration of digital transformation and the establishment of a robust data ecosystem. Group 1: Data Industry Development - The total number of 5G base stations reached 4.55 million, with a total computing power ranking second globally, and the data industry scale reached 5.86 trillion yuan, a 117% increase compared to the end of the "13th Five-Year Plan" [1] - The data industry is becoming a new growth point for the digital economy, with a strong development momentum and large market space [2] - By 2024, the average R&D investment of listed data companies is expected to increase by 79% compared to the end of the "13th Five-Year Plan," with an annual growth rate of 15.7% [2] Group 2: Data Resource Management - Data production volume is projected to reach 41.06 zettabytes by 2024, doubling compared to the end of the "13th Five-Year Plan," with per capita data production 2.2 times higher [4] - The establishment of a data resource management system has been accelerated, with over 87 policies related to public data authorization and operation implemented at provincial and municipal levels [4] Group 3: Application and Innovation - The development of data-driven applications is evident, with over 1.4 million products and services based on meteorological data supporting nearly 130,000 application scenarios [6] - The implementation of smart governance and digital services has improved public service accessibility, with over 1 billion internet hospital services provided and 10.7 billion electronic social security cards issued [7][8] Group 4: Future Directions - The focus will be on enhancing public services, digital life, and social governance through digital transformation and intelligent upgrades, aiming to create more outcomes in digital society construction [8]

Core Insights - The Chinese government has made significant progress in digital infrastructure and the digital economy during the "14th Five-Year Plan" period, focusing on digitalization, networking, and intelligence [1][2][3] Digital Infrastructure Development - By June 2025, the number of 5G base stations is expected to reach 4.55 million, a fivefold increase from 2020, while gigabit broadband users will grow 34 times to 226 million [2] - China's total computing power ranks second globally, indicating a strong position in digital infrastructure [2] - The investment in digital infrastructure has created substantial market demand, fostering growth in the information and communication technology industry, including integrated circuits and communication network equipment [3] Data Industry Growth - The data industry in China is projected to reach a scale of 5.86 trillion yuan, a 117% increase compared to the end of the "13th Five-Year Plan" [5] - By 2024, the number of data enterprises is expected to exceed 400,000, with an average R&D investment increase of 79% compared to the end of the "13th Five-Year Plan" [5] - The Yangtze River Delta has become a significant growth area, accounting for 22.6% of the national data industry scale, with over 100,000 data enterprises [5] Digital Services and Public Welfare - The number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7%, leading to more accessible digital services for the public [6] - Smart healthcare services have expanded, with over 1 billion annual services provided by internet hospitals and 1.07 billion electronic social security cards issued [6] - Digital education and social security services have also seen significant improvements, enhancing the quality of life for citizens [6] Social Governance and Efficiency - The "One Network for All Services" initiative is being advanced, improving the efficiency of government services [7] - The focus is on leveraging data to enhance public services, digital living, and social governance, aiming to improve the well-being of the population [7]

全国数据企业数量超过40万家、全国5A级景区数字化改造完成率达100%、我国日均Token的消耗量为1千亿……14日举行的"高 质量完成'十四五'规划"新闻发布会上，国家数据局介绍"十四五"时期"数字中国"建设发展成就。通过这组海报，一起来看。 新华社权威速览 · 非凡 · " 数智技术加速应用 深刻改变生产生活和社会治理 全国互联网医院年服务量超过1亿人次 全国医保码用户超过12亿人 跨省异地就医直接结算惠及5.6亿人次 全国10.7亿人领用电子社保卡,覆盖75%以上人 全国5A级景区数字化改造完成率达100% 新华社权威速览 ·非凡 · "十 建设和运营国家数据基础设施 已经建成包含北上广深杭等25个城市在内的城市节点 布局了16个省(区、市)的数据基础设施架构· 预计到今年底节点城市规模将扩大到50个左右 覆盖80%的省(区、市) 新华社权威速览 · 非凡 · 数据推动"人工智能+ 截至今年6月底 日均Token消耗量已突破30万亿 建成高质量数据集超过3.5万个 总体量超过了400PB = 新华社权威速览 ·非风:"十四五 数据市场新变化 20多个地方出台了数据条例 10个数据要素综合试验区在积极探索 ...

Market Performance - The A-share market experienced rotation and differentiation, with the Shanghai Composite Index breaking through 3700 points, reaching a nearly four-year high [1] - From the low of 2689.7 points on September 18, 2024, to the high of 3704.77 points on August 14, 2025, the A-share market rose over 1000 points within a year [1] Market Trends - In the afternoon session, multiple sectors weakened, with the Shanghai Composite Index closing down 0.46%, the Shenzhen Component Index down 0.87%, and the ChiNext Index down 1.08% [2] - The total market turnover was 2.3 trillion yuan, an increase of 131.1 billion yuan compared to the previous trading day [2] Sector Performance - Sectors such as insurance, brain-computer interfaces, digital currency, and electric motors saw significant gains, while sectors like CPO, copper foil, and lithium mines experienced declines [2] - The marine engineering equipment sector showed notable activity, with Giant Lifting (002342) hitting the daily limit in just three minutes [6] Notable Stocks - Nine leading stocks had a trading volume exceeding 10 billion yuan, with Dongfang Caifu (300059) leading at 18.672 billion yuan, followed by Han's Laser (688256) at 14.035 billion yuan and China Great Wall (000066) at 12.103 billion yuan [4][5] - China Great Wall's stock performance has been noteworthy, ranking fifth on the A-share hot list, with a projected net profit of 100 million to 145 million yuan for the first half of the year, marking a year-on-year increase of 123.72% to 134.40% [10][13] Policy and Industry Insights - The National Development and Reform Commission is focusing on supporting major projects in the marine sector, enhancing technological innovation capabilities in marine science [8][9] - The "Wenhai No. 3" engineering operation ship project has commenced, with a total length of 81.8 meters and a full-load displacement of 3000 tons, expected to be delivered by October 2026 [9] - The domestic liquid cooling supply gap presents opportunities for local suppliers to expand into international markets, with expectations for increased competitiveness and profitability in the long term [14]

千兆宽带用户增长了34倍、算力总规模位于全球第二、人工智能专利数量占全球总量的60%……14日举行的"高质量完成'十四 五'规划"新闻发布会上，国家数据局对数据产业发展、数据资源开发利用等有关"数字中国"建设发展情况进行了介绍。这组海 报，带你了解。 新华社权威速览 · 非风 · " 数字技术创新实现新突 集成电路加快布局 形成覆盖设计、制造、封装测试、材料和装备的完整产 国产操作系统加速崛起 鸿蒙生态设备总量突破11.9亿台 为手机、汽车、家电等1200多类产品装上了"智能中机 人工智能专利数量占全球总量的60% 新华社权威速览 · 非风 · " 新华社权威速览 · 非风 · 十 数据要素价值加快释放 去年推出了公共数据资源开发利用等21项政务 今年还将推出数据产权等10多项制度 深人实施"数据要素 ×"行动 开展公共数据"跑起来"示范场景建设 新华社权威速览 ·非凡· 数字经济发展动能更加强3 截至2024年底,我国软件收入规模较2020年增长80% 规模以上电子信息制造业增加值增长超70% 建成了万余家智能工厂 覆盖超过80%的制造业行业大类 智能家居、智能穿戴等成为消费的新潮流 数字经济的蓬勃发展带动 ...

Group 1 - The core viewpoint of the articles highlights the significant progress in China's digital infrastructure and the robust development of the digital economy, with a focus on the construction of a national integrated data market [1][2] - Since the implementation of the "14th Five-Year Plan," the "East Data West Computing" project has been deeply promoted, establishing five of the eight computing power hub nodes in the western region, leveraging its clean energy advantages for regional coordinated development [1] - As of the end of 2024, China's software revenue is expected to grow by 80% compared to 2020, and the added value of the electronic information manufacturing industry has increased by over 70%, with over 10,000 smart factories established across more than 80% of manufacturing industry categories [1] Group 2 - The National Bureau of Statistics has introduced 21 policies related to the development and utilization of public data resources last year, with over 10 more systems, including data property rights, expected to be launched this year [2] - A number of data enterprises focusing on data aggregation, sharing, and utilization are emerging, with standards and norms being continuously introduced, leading to an increasingly active data trading environment [2] - The digitalization of public services in education, healthcare, social security, and elderly care is improving, breaking down traditional barriers in public service processes and data, resulting in more efficient and convenient online services [2]

Core Viewpoint - The increasing demand for computing power in the banking sector has led to significant investments in data centers, with multiple banks initiating projects in Guizhou Province to enhance their infrastructure and meet the "East Data West Computing" strategy [2][11]. Group 1: Investment and Project Details - China Merchants Bank has announced a bidding plan for the Gui'an Cloud Data Center project with an estimated investment of nearly 3.4 billion yuan [2]. - Other banks, including Industrial Bank, China Construction Bank, and Bank of Communications, are also establishing data centers in Gui'an, with investments ranging from 3 billion to over 10 billion yuan [2][4]. - Industrial Bank's Gui'an data center project has a total investment of approximately 6.88 billion yuan, covering an area of about 266 acres and capable of supporting 200,000 servers [5][6]. - China Construction Bank's project has a planned total investment of 11.3 billion yuan, with the first phase investment around 3.758 billion yuan [7]. Group 2: Strategic Importance - The construction of these data centers is part of a broader strategy to enhance computing power and support digital transformation in the banking sector [11][12]. - The "East Data West Computing" strategy is emphasized by banks as a means to improve their computing capabilities and infrastructure [11][12]. - The Gui'an data center cluster is recognized as a key national project, contributing to the establishment of a significant data center hub in China [8]. Group 3: Operational Developments - China Merchants Bank has completed its "two locations, three centers" data center layout in Shanghai and Shenzhen, and is now expanding its capabilities with the new project [3][9]. - The new data centers will serve as critical infrastructure to support the banks' future business needs for the next 15 to 20 years [12]. - The ongoing construction and procurement activities indicate a strong commitment from these banks to enhance their technological infrastructure [6][7].

当数字时代的阳光照进齐鲁乡野，在电信普遍服务实施十周年之际，济南联通编织出一张看不见的惠民网络，诠释着"让信 息服务民心"的深刻内涵。 在济南联通打造的"智慧灌溉数字机井"系统赋能下，当地农业、农村和农人的生活正在发生巨变。这既是数字技术与农业 生产的深度融合，更是联通发挥行业优势助推乡村振兴的创新实践。 务工人员的可视"乡思" 千里之外的广州工地，来自章丘的钢筋工老张的午饭时间总伴随着特别的"加餐"——通过联通"沃家神眼" 查看家中实时画 面：水泥地铺满金黄的晾晒玉米；在院子里修补农具的父亲；带着孩子喂鸡的母亲；以及正把新摘豆角铺在晒席上的妻 子......"在工地午休时看看家里监控，就像每天回了趟家一样",小小的"沃家神眼"摄像头，连接起千里之外的牵挂，让老张 心里无比踏实，在外出务工劳动者心中架起一座温暖的"亲情桥"。 民宿经济的"网络破壁" 南部山区的民宿主王大姐仍清晰记得联通工程队2022年抬着设备上山的场景："他们在栗子林里布光缆的样子，像在给山村 绣金线，让我们村顺利通上网"。 "我们的村子三面环山，离主路也比较远，从前以种水果、外出打工为主，很少有人到访。自从村里建了基站、通了网络， 村里开始 ...