数据要素市场

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数据要素市场潜力大,国资央企加力布局
Zhong Guo Zheng Quan Bao· 2025-09-03 15:32
Group 1 - The core viewpoint of the articles highlights the rapid development of the data factor market in China, with a projected market size exceeding 200 billion yuan this year, indicating significant market potential and growth opportunities [1][4] - Central enterprises are leading the way in the development and utilization of data factors, with nearly 500 digital technology companies established this year, reflecting a growing enthusiasm for data development [2][3] - Local data groups are also being established intensively across various regions, such as Beijing, Hubei, and Sichuan, each creating unique data ecosystems to enhance local digital infrastructure [3][4] Group 2 - Beijing Data Group is expected to be officially listed soon, with a registered capital of 3 billion yuan, fully owned by the Beijing State-owned Assets Management Company [1][3] - Hubei Data Group has been established with a registered capital of 5 billion yuan, aimed at becoming a key player in digital public infrastructure investment and data circulation [3] - The Sichuan Data Group was formed with a registered capital of 2 billion yuan, showcasing the regional commitment to building a robust data ecosystem [3]
早报 (08.30)| 重大变数!美上诉法院判特朗普关税非法;阿里巴巴深夜飙涨近13%;中芯国际下周一停牌,筹划收购
Ge Long Hui· 2025-08-30 00:36
Group 1 - The U.S. Court of Appeals ruled that most of President Trump's global tariff policies are illegal, exceeding his authority, but the enforcement of this ruling is delayed until October, allowing time for an appeal to the Supreme Court [2] - U.S. stock markets saw declines, with the Nasdaq down 1.15%, S&P 500 down 0.64%, and Dow Jones down 0.2% [2][3] - Major tech stocks mostly fell, with Tesla, Nvidia, and AMD dropping over 3%, while Google saw a slight increase, reaching a new high [2] Group 2 - Alibaba reported Q1 revenue of 2476.5 billion yuan, a 2% year-on-year increase, with net profit rising 76% to 423.82 billion yuan [6][7] - Alibaba's cloud revenue grew by 26% to 333.98 billion yuan, with significant capital expenditure in AI and cloud infrastructure [7] - Semiconductor company Micron Technology experienced a nearly 19% drop in stock price due to disappointing earnings guidance [2] Group 3 - Huawei's half-year revenue reached 4270 billion yuan, a 3.94% increase, but net profit fell 32% to 371 billion yuan [11] - The Chinese government is accelerating the development of a data factor market to enhance capital service capabilities for the real economy [5] Group 4 - Semiconductor manufacturer SMIC announced a suspension of trading as it plans to issue shares to acquire a 49% stake in its subsidiary [8] - The Chinese banking sector reported mixed results, with major banks like Agricultural Bank and Industrial and Commercial Bank showing slight profit increases, while others like China Shenhua and Bank of China reported declines [14][15]
2025中国国际大数据产业博览会昨日开幕
Zheng Quan Ri Bao· 2025-08-28 16:10
Core Insights - The 2025 China International Big Data Industry Expo focuses on the value release of data elements and the process of data assetization in the context of a booming digital economy [1][2] Group 1: Data Element Innovation Ecosystem - Since the establishment of the National Data Bureau in October 2023, significant reforms for market-oriented allocation of data elements have been initiated, with nearly 30 related policies introduced [2] - The National Data Bureau is promoting the construction of national data infrastructure and has established 25 city business nodes, with a total computing power of 780,000 Pflops, ranking second globally [2] Group 2: Data Assetization - Data assetization is becoming a powerful engine for enterprises to unlock data value, serving as a key to address the challenge of realizing data value [4][5] - The introduction of the "Interim Provisions on Accounting Treatment of Enterprise Data Resources" effective from January 1, 2024, clarifies the inclusion of data assets on balance sheets, improving financial indicators for companies [5][6] Group 3: Innovations and Applications - Companies showcased new products at the expo, such as Inspur's Haiyue inSuiteONE, which simplifies digital transformation processes for enterprises [3] - The "Quick Claim for Car Insurance Injury" platform by Qulian Technology utilizes blockchain and privacy computing to enhance claim efficiency and customer satisfaction [3] Group 4: Financialization of Data Assets - The first data asset loan of 5 million yuan was issued in Yunnan Province, marking a significant step in the financialization of data assets in the cultural tourism sector [5] - Companies with substantial data assets can enhance investor confidence and improve market perception of their potential in the digital era [5][6]
当数字普洱、数字榴莲在河南生长——来自郑州数据交易中心的微调研
He Nan Ri Bao· 2025-08-25 23:31
Core Viewpoint - Data has emerged as a critical production factor alongside land, labor, capital, and technology, with its value rapidly being unlocked in the digital era. The development of the Zhengzhou Data Trading Center exemplifies how data can be effectively utilized and traded, aiming to establish a national-level data exchange and lead the construction of a unified national market [1]. Group 1: Development of Zhengzhou Data Trading Center - The Zhengzhou Data Trading Center, as the only licensed data trading venue in Henan, aims to create a national-level data exchange and has made significant progress in data market cultivation, trading system construction, and cross-regional data circulation [1]. - Celebrating its third anniversary on August 21, the center has transformed data from static characters into dynamic, tradable assets, showcasing various data products and trading dynamics [1]. Group 2: Agricultural Digital Consumption Platform - The center has launched China's first agricultural digital consumption platform, utilizing credible data to connect the entire agricultural supply chain through digital rights certificates [2]. - The "Longbai Digital Ginseng" project, which was launched on January 5, represents the first instance of "digital ginseng" in China, enabling full-chain digital supervision from source management to quality certification [2]. Group 3: Expansion of Product Offerings - The trading center has introduced various digital products, including "Digital Pu'er Tea," which utilizes blockchain technology for full lifecycle traceability, enhancing consumer trust and product value [3][5]. - A total of 14 products across four categories have been launched, generating sales of approximately 34.26 million yuan [6]. Group 4: Cross-Regional Collaboration - The establishment of the Hami operation center has facilitated the deployment of a comprehensive data service platform, with 139 data products registered and 10 data enterprises introduced [7]. - The center aims to replicate its data trading model across the Yellow River basin and the central and western regions, contributing to the national unified data market [8]. Group 5: Innovative Trading Models - The Zhengzhou Data Trading Center has completed 1,460 data transactions, with a total transaction value of approximately 3.84 billion yuan, establishing a robust data asset registration mechanism [10]. - The center has developed a comprehensive service platform that includes 12 subsystems to address challenges in data trading and compliance [11]. Group 6: Future Directions - The center plans to enhance its role in the national unified market by promoting the "Henan Model" for data trading, aiming for broader replication and implementation across the country [13].
高质量发展动能十足
Zheng Quan Shi Bao Wang· 2025-08-19 04:58
Market Potential - The structural advantages of China's super-large market are accelerating, with the number of registered business entities reaching 189 million by the end of 2024, a 3.1% increase from 2023, indicating strong economic resilience and market potential [2] - The number of private enterprises has grown from 10.857 million in 2012 to 56.707 million by the end of January 2025, a 5.2-fold increase, highlighting the significant role of private enterprises in technology development and innovation [4] Changes in Circulation System - The index for the development of small and medium-sized enterprises reached 89.5 in the first quarter of 2025, the highest since 2020, due to the relaxation of market access restrictions [5] - The national social logistics total reached 36.06 trillion yuan in 2024, a 5.8% increase year-on-year, with logistics costs as a percentage of GDP decreasing from 18% in 2012 to 14.4% in 2023 [11][15] Fair Competition in the Market - The implementation of the Fair Competition Review Regulations in August 2024 has led to a 2.78 percentage point decrease in identified issues, with an average processing time for simplified cases reduced by 5.7 days [19] - In the first half of the year, market regulators investigated 11 cases of monopoly agreements and abuse of market dominance, imposing fines totaling 632 million yuan [19] Consumer Environment - In 2024, the national market regulatory authorities received 39.239 million consumer complaints, with 18.625 million being complaints, resulting in a recovery of 5.16 billion yuan for consumers [20] - The retail sales of consumer goods reached 24.5458 trillion yuan in the first half of 2025, a 5.0% year-on-year increase, with 19 provinces exceeding the national average growth rate [6]
贵州电网创新电力数据高效流通交易模式
Zhong Guo Dian Li Bao· 2025-08-07 06:50
Group 1: Energy Data Ecosystem Development - China Southern Power Grid aims to create an energy data industry ecosystem, focusing on innovative models for efficient circulation and trading of electricity data, thereby fully releasing the value of electricity data elements [1] - In the first half of 2025, Guizhou Power Grid has registered the first batch of 12 public data resources and 4 public data products and services on the Guizhou public data resource registration platform [1] Group 2: Integration of Big Data and Market Transactions - Guizhou Power Grid proposed constructive suggestions at a provincial seminar to promote orderly data flow and deepen digital transformation, aiming to build a national integrated data element market [2] - The contract demonstration texts should be flexible, allowing for adjustments based on actual transaction payments and data usage restrictions [2] Group 3: Support for Digital Government Initiatives - Guizhou Power Grid is actively participating in the construction of data development and utilization processing bases, aiming to enhance the application value of electricity data across multiple scenarios [3] - The company has developed over 100 data products and signed more than 50 data agreements with the government to support the construction of a digital government in Guizhou [3] Group 4: Market Operations and Data Value Transformation - Guizhou Power Grid is building an operational system through intermediary agencies and authorized operations, entering multiple mainstream data trading platforms to promote market-oriented operation and value transformation of data elements [4] - The company has developed five mature data agents, enhancing the capabilities of various industries in Guizhou [4] Group 5: Financial Integration through Electricity Data - Guizhou Power Grid has successfully facilitated financing for a small and medium-sized enterprise using electricity data as a reliable basis for credit assessment, enabling a loan of 10 million yuan [5] - The collaboration between Guizhou Power Grid and financial institutions marks a new stage in the innovative integration of the energy industry and financial services [5][6]
湖北数据条例10月1日起施行 69条细则构建数据工作全链条
Chang Jiang Shang Bao· 2025-08-07 00:11
Core Points - The Hubei Provincial People's Congress passed the "Hubei Data Regulation," which will take effect on October 1, 2025, providing a legal framework for data work and development in Hubei [1][2] Group 1: Regulatory Framework - The regulation consists of 9 chapters and 69 articles, establishing a comprehensive framework for data rights protection, resource management, circulation, industry development, and security [2] - It clarifies the responsibilities of various government levels and departments in data safety supervision, industry promotion, infrastructure construction, and rights protection [2][3] Group 2: Data Rights Protection - The regulation emphasizes the protection of data rights for individuals and organizations, detailing rules for data collection and personal information protection [2][3] - It mandates service providers to ensure data security and personal information protection, addressing prevalent illegal activities on platforms [2] Group 3: Data Resource Management - The regulation defines the scope of public data and establishes a comprehensive management system for public data resources [3] - It promotes a mechanism for public data sharing and establishes a unified authorization operation system for public data [3] Group 4: Industry Development - The regulation encourages government departments to enhance data industry planning and support the cultivation of data market entities [3][4] - It outlines the need for collaboration among government, enterprises, and society to foster a robust data security governance model [4] Group 5: Support for SMEs - The regulation encourages local governments to provide public data services to small and medium-sized enterprises (SMEs) to support their decision-making and innovation [4] Group 6: Future Initiatives - The establishment of Hubei Big Data Group in June 2025 marks a significant step in developing the data factor market and digital economy [5] - The Hubei Data Bureau aims to break data bottlenecks and increase the total data aggregation to over 1 trillion entries by the end of 2025 [6] Group 7: Intellectual Property Protection - Hubei has been approved as a pilot province for data intellectual property protection, focusing on defining protection paths and enhancing rights protection mechanisms [7]
秘说|广电运通董秘谢华:“AI in all”战略引领,核心硬科技筑牢数字经济竞争力
Xin Lang Cai Jing· 2025-07-23 08:19
专题:金麒麟|2025金牌董秘评选 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中!评选期间推出《董秘说》专访活动,助 力投资者深入了解上市公司资本价值和发展战略。本期,董秘谢华做客《董秘说》,带你走进广电运通 >>给他投票 新浪财经:欢迎谢总做客《董秘说》,请您简单介绍一下公司的基本情况。 谢华:大家好,我是广电运通的副总经理、董事会秘书谢华,很高兴参加新浪财经《董秘说》活动,跟 大家一起探讨与交流。 广电运通创立于1999年,隶属于广州数字科技集团,是国有控股的高科技上市企业(证券代码: 002152)。公司从国内金融自助设备起步,通过自主研发突破循环机芯等核心技术,逐渐成长为金融智 能设备行业龙头企业。凭借多年来积累的场景落地能力、技术研发、供应链等优势,公司积极把握国家 战略发展机遇,布局算法、算力、数据、场景四大人工智能要素协同发展,以科技赋能千行百业的数智 化升级需求。2024年,公司营业收入首次突破百亿元,创历史新高,综合实力再上新台阶。 目前公司围绕金融科技、城市智能和智慧交通领域率先布局数字化转型业务,积极探索 ...
共筑绿色算力大生态,共创人工智能新未来——来自2025绿色算力(人工智能)大会的观察
Xin Hua Cai Jing· 2025-07-12 09:17
Core Insights - The 2025 Green Computing (Artificial Intelligence) Conference held in Hohhot focuses on building a green computing ecosystem and creating new opportunities in the digital economy [1] Group 1: Green Computing Development - The "East Data West Computing" project initiated in February 2022 aims to optimize green computing through technological innovation and policy collaboration, with Hohhot as a key hub benefiting from green electricity [2] - Hohhot's data center has achieved over 80% green electricity usage, with stable electricity prices around 0.35 yuan per kilowatt-hour, making it the region with the highest green electricity usage and lowest electricity prices among the ten major data center clusters in the "East Data West Computing" project [2] Group 2: Computing Power and Infrastructure - The "East Data West Computing" hub index report indicates that Hohhot ranks in the top three for efficiency, energy-saving, and clean collaboration in computing power metrics, with a total computing power exceeding 101,000 P, of which 95% is intelligent computing power [3] - Hohhot plans to enhance computing infrastructure, particularly in the Hohhot data center cluster, and promote zero-carbon data center parks [3] Group 3: Artificial Intelligence Applications - The conference showcased advancements in AI, including human-AI interactions and innovative AI applications across various sectors such as agriculture, industry, education, and healthcare, supported by annual funding of 10 million yuan [4] - AI innovations presented include platforms for cloud services and intelligent data engineering, indicating a strong push towards practical applications of AI technology [4] Group 4: Data Economy and Market Development - Hohhot is developing a new infrastructure model where data is treated as a key resource, aiming to create a national integrated data factor market and promote data sharing [6] - The Inner Mongolia Big Data Trading Center has over 500 companies and nearly 600 data products, achieving a transaction volume of approximately 80 million yuan, highlighting the growing importance of data circulation and marketization [7] - Hohhot has gathered 15 billion data entries across various sectors, establishing itself as a significant player in the digital economy and data-driven innovation [7]
习近平主持召开中央财经委员会第六次会议强调纵深推进全国统一大市场建设 | 宏观经济
清华金融评论· 2025-07-01 10:43
Core Viewpoint - The construction of a nationwide unified market is essential for building a new development pattern and promoting high-quality development in China, emphasizing the need for coordinated efforts and implementation of central government directives [2][3]. Group 1: Nationwide Unified Market Construction - The basic requirements for advancing the nationwide unified market are "five unifications and one openness," which include unifying market basic systems, infrastructure, government behavior standards, regulatory enforcement, and resource markets, while continuously expanding both domestic and foreign openness [3]. - Key focuses include legally addressing low-price disorderly competition among enterprises, guiding companies to enhance product quality, and promoting the orderly exit of backward production capacity [3][4]. - The meeting highlighted the importance of integrating domestic and foreign trade, improving the transparency of investment information, and establishing a favorable fiscal and credit system for market unification [3][4]. Group 2: High-Quality Development of Marine Economy - The development of the marine economy should emphasize innovation-driven growth, efficient collaboration, industrial upgrades, harmonious human-ocean relationships, and win-win cooperation [4]. - Policies should encourage social capital participation in marine economic development, enhance independent innovation capabilities in marine technology, and promote the growth of leading marine technology enterprises [4][10]. - The meeting called for strengthening marine ecological environment protection and actively participating in global marine governance [4][10]. Group 3: Data Element Market - The establishment of a nationwide unified data market is crucial for promoting the marketization of data elements, which are now considered a strategic resource for driving technological innovation and economic transformation [10][11]. - The construction of a unified data market is seen as a necessary step to unlock the potential of China's vast market and enhance national competitiveness [11][14]. - The need for legislative innovation in key and emerging areas related to the unified market was emphasized, alongside the importance of using digital technologies to improve judicial support for market fairness [13][14].