Group 1 - The macroeconomic analysis conference hosted by Peking University HSBC Business School focused on China's economic cooperation opportunities with Southeast Asia and the Middle East in 2025 [1] - The conference gathered over 160 experts from various sectors to discuss the economic situation of China and the Guangdong-Hong Kong-Macao Greater Bay Area in the second quarter of 2025 [1] Group 2 - Southeast Asia is projected to be the fifth-largest economy globally, with a GDP growth rate of 4.8% and export growth of 6.8% in 2024, alongside a 10% increase in foreign direct investment [4] - The Middle East accounts for 5.2% of global GDP and is a significant source of energy imports for China, with strong growth in imports of machinery and vehicles [4] - There is substantial cooperation potential between China and Southeast Asia/Middle Eastern countries in supply chain collaboration, digital economy, artificial intelligence, and energy transition [4] Group 3 - China's economic growth is expected to show a pattern of high growth in the first half and lower growth in the second half of 2025, with an overall target of around 5% for the year [5] - The use of targeted consumption vouchers is aimed at temporarily boosting consumption by increasing disposable income, but long-term strategies should focus on increasing income and reducing leverage [5] - There remains a demand for housing, with current policies favoring the second-hand housing market due to its advantages in availability and cost-effectiveness [5] Group 4 - The Guangdong-Hong Kong-Macao Greater Bay Area is experiencing growth supported by consumption, although there is a need to boost corporate investment confidence [6] - From January to May, consumer policies in Guangdong have shown significant effects, with a 6.79% increase in exports of machinery and electrical equipment [6] - The GDP growth for the Greater Bay Area in the second quarter is projected to be 4.3% [6] Group 5 - Key investment opportunities in the Middle East include agriculture, digital products in service trade, the second-hand car market, and manufacturing enterprises with advanced technology [8] - The population of the UAE is 12.5 million, with over 80% being expatriates, indicating significant opportunities due to the influx of people and capital [8] Group 6 - The global industrial transfer process has accelerated, with a decrease in China's share of U.S. imports and an increase in emerging economies like Bangladesh and India [9] - Strategies for China include focusing on trade negotiations, encouraging companies to explore overseas markets, and developing service trade to reduce trade deficits [9] Group 7 - The relationship between macro and microeconomic factors is crucial, with a focus on how weak private investment can lead to reduced employment opportunities and slower income growth [13] - The balance between domestic market development and international expansion is essential for sustainable growth, as seen in developed economies [13]

对于提升各地区数字经济产业创新发展水平，报告给出多项对策建议：加大对中西部地区5G网络、高 速宽带和数据中心的投入，夯实基础设施建设；加强人才培养、强化技术创新能力，提升数字经济产业 欠发达地区创新发展能力；通过开发数字政务平台，提升行政效率和透明度，推进数据开放和共享，发 展数据驱动型的创新应用。 7月4日，2025全球数字经济大会举行"数字经济与城市发展论坛"。论坛现场，北京市社会科学院相关课 题组发布《中国数字经济产业创新评估报告》，呈现出中国数字经济产业创新发展的区域格局。该报告 显示，北京集中了大量的科技资源和创新企业，创新指数位列全国首位。 来源：北京日报客户端 数字技术已成为重塑经济结构的核心驱动力，数字经济产业创新也成为区域实践的热点领域。报告聚焦 数字产业化、产业数字化、数字化治理、数据要素价值、数字基础设施5个维度，选取有代表性的核心 指标，构建三级评价指标体系。 数字经济与城市发展论坛现场 北京市社会科学院管理所副所长、副研究员毕娟代表课题组发布报告。据其介绍，产业数字化，主要关 注传统产业借助数字技术进行转型升级情况。数字产业化，主要关注各地区通过发展和应用数字技术， 推动新兴产业的形 ...

南方财经记者卓皙雯 广州报道 南财数据周报第55期。 数据要素如何激活城市全域数字化转型？国家数据局局长刘烈宏在2025全球数字经济大会上明确，通过 数据要素乘数效应驱动全域数字化转型，推动跨领域、跨部门数据协同共享，促进城市数据资源不断丰 富汇聚，同步深化数据市场化配置改革。 在地方上，湖南提出多举措激活数据要素价值。在公共数据资源开发利用方面，湖南提出将依场景授权 有机融入整体授权与分领域授权，并明确"省级主建、市县主用"的基建分工，同时在建设2025数字湖南 文件中，明确将出台《湖南省数据条例》，建设国家数据要素综合试验区。 1. 刘烈宏：以数据要素赋能全域数字化转型 7月2日，国家数据局局长刘烈宏在2025全球数字经济大会开幕式上发表致辞并表示，全域数字化转型要 将城市作为推进数字中国建设的综合载体，发挥数据要素在赋能全局中的乘数效应，同时促进城市数据 资源不断丰富汇聚，结合城市产业集聚、人才集中、场景丰富等优势深化数据资源流通利用和数据要素 市场化配置改革，助力数字经济创新发展。 他提到，"要建立并完善城市智能中枢，一体推进城市数字化转型的设施互通、数据融通、平台连通、 业务贯通。加强适数化制度改革 ...

近日，全球数字经济大会落下帷幕，大会以"建设数字友好城市"为主题，以数据驱动、数智时代等为议题，共建人本包容、安全可信与可持续发展的平台。 2025全球数: Global Digital Economy Confere :建设数字友好城 : : : Building a Digital-Friendly City and and the production of the contribution of the county of the first and the first of the county of The Children and Property of Children - To Holly Collection 珠海南 △ 神舟通用 专业的数据库产品 与服务提供商 画集團會聯會員 「今晚人」 全部 國家電影产家族自主令 軍家國際之星的歌歌曲 中國國際同盟公主 中國國際青星主 《最近现圈 国用中心 style 的页 VIP IVEBBE UT LEBE 同目分期官 轴维质量 elat 时身图 11,000 Fri ਵਿੱਚ 風可過世: 風星與小在角 电脑 b ■ ■ 0 te 12 12 1 ...

Group 1 - The 2025 Global Digital Economy Conference focused on the theme "Digital Intelligence Leading, Scene Breaking, Ecological Symbiosis," gathering over 200 experts and representatives from various sectors to discuss new paths, scenes, and ecosystems for industrial internet empowerment [1] - Beijing aims to achieve a digital economy value of 2 trillion yuan and information software industry revenue exceeding 3 trillion yuan by 2024, supported by policies, technological advancements, and infrastructure improvements [3] - The integration of digital economy and real economy is a significant trend in China's economic development, with recommendations for leveraging industrial internet to enhance this integration [6] Group 2 - The 2024 Beijing Digital Economy Benchmark Enterprise Evaluation Report was released, highlighting that 100 benchmark enterprises contribute significantly to the growth and high-quality development of the digital economy [8] - The 2024 Annual Report by the Lanting International Think Tank discusses the global economic growth and China's high-quality development, emphasizing the role of digital empowerment in driving industrial development [10] - The forum featured multiple reports, including the "2025 Beijing Information Software Industry Development Report" and "Beijing Artificial Intelligence + Application Scenario Map," showcasing the ongoing advancements in the digital economy [8]

Group 1 - The 2025 Global Digital Economy Conference was held from July 2 to 5, focusing on "Building Digital Friendly Cities" [1] - The International Esports Committee (IEC) announced the establishment of a Beijing IEC working group and the launch of the "Universal Esports Fund" in collaboration with UNESCO to support the esports industry [1] - The "Universal Esports Fund" aims to provide portable gaming laptop kits to people from remote areas and will establish AI laboratories in cities like Beijing and Nairobi, with groundbreaking esports technology results expected between 2025 and 2026 [1] Group 2 - The IEC Chairman emphasized that China is a "core partner," with the upcoming establishment of the IEC Beijing office serving as a key hub connecting Chinese esports to the international stage, focusing on standard setting, cultural exchange, and talent development [1] - The Beijing government expressed its commitment to leveraging technological innovation, cultural heritage, and international exchanges to position the esports industry as a core engine for building a global digital economy benchmark city [1] - Former UNESCO Director-General Irina Bokova highlighted that esports is reshaping the boundaries of entertainment, sports, and technology, serving as a key platform for youth empowerment, educational innovation, and social integration, particularly for marginalized groups [2]

Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]

文︱陆弃 放眼全球，当前国际贸易环境日益复杂，保护主义、地缘政治摩擦、供应链重塑、数字经济兴起等因素 交织影响，使得区域经济合作模式多样化成为大势所趋。南共市与EFTA的协议突破，正是各方在新形 势下积极谋求稳固外贸关系和增强竞争力的典型案例。南美正努力摆脱资源依赖，实现经济多元转型， 而欧洲则在传统强势的基础上寻求创新合作路径。双方在规则、标准、市场开放上的共识，是全球化下 多边合作的积极信号，值得其他地区和国家深思。 7月初，南方共同市场（Mercosur）与欧洲自由贸易联盟（EFTA）终于敲定自由贸易协定，这一消息 无疑在全球经济舞台掀起一阵涟漪。作为涵盖阿根廷、巴西、巴拉圭、乌拉圭及玻利维亚的南共市，与 挪威、瑞士、冰岛及列支敦士登组成的欧洲自由贸易联盟实现突破，揭示出在国际贸易格局剧烈震荡 中，双方正寻求以合作对冲挑战、强化自身战略地位。更值得关注的是，这份协定在全球多极化、保护 主义抬头和地缘政治紧张的背景下，不仅标志着区域合作新动态，更可能重塑未来全球贸易路线图。 然而，也应清醒认识，这样的协议仍面临诸多挑战。全球经济复苏乏力、通胀压力未减、国际关系不确 定性加剧，都可能影响协议实施效果。此外， ...

Group 1 - The 2025 Global Digital Economy Conference opened in Beijing, focusing on how digital technology can enhance urban governance, improve people's livelihoods, and achieve high-quality development [1] - The conference adopted a "1+6+N" activity structure, including one opening ceremony, six main forums, and multiple thematic forums, aiming to promote global digital governance and cooperation [1] - Beijing is striving to become a global benchmark city for digital economy, with a reported 8.3% year-on-year growth in digital economy value added in Q1, and a 9.7% growth in core industries [2][3] Group 2 - Beijing's digital economy initiatives are characterized by strong innovation capabilities, particularly in artificial intelligence, where it holds 43% of the nation's top talent and 35% of the national total of large models [2] - The city has seen a 37.63% year-on-year increase in the trading scale of high-quality data products, with over 4400 million yuan in transactions from January to May [3] - The launch of a digital economy experience week and a 6000 square meter experience center showcases the integration of technologies like AIGC and the metaverse, enhancing public engagement with digital economy [3] Group 3 - The conference featured a "first launch" event highlighting new technology developments and applications, showcasing how digital technology drives industry transformation [6] - China Unicom is investing in AI and computing infrastructure in Beijing, focusing on a comprehensive resource layout to support AI model training [6][7] - The Elpis model series from Tianyun Data represents a new approach in AI development, emphasizing continuous evolution and the integration of multiple modalities for enhanced intelligence [10][11]

Group 1 - The forum focused on the theme of "AI application landing," emphasizing "large models, deep applications, and strong industries," exploring the path from technological breakthroughs to large-scale applications [1] - The Ministry of Industry and Information Technology highlighted Beijing as a hub for AI innovation, creating a comprehensive development system that includes policy guidance, infrastructure construction, scenario openness, and ecosystem cultivation [1] - Beijing has gathered 35% of the national registered large models and 40% of top AI talent, with the core AI industry scale exceeding 300 billion yuan, and unicorn companies accounting for half of the national total [3] Group 2 - Chaoyang District is positioning itself as a city of AI innovation applications, with nearly 700 key AI enterprises, representing 25% of the city's total, covering the entire industry chain from foundational to application layers [4] - The forum announced the launch of the global AI talent list TOP100 and various AI platforms, showcasing typical cases of AI empowering industry development in Beijing [6] - A total of 12 AI application scenarios were selected for 2025, covering multiple sectors with a total budget of 110 million yuan, aimed at accelerating the deep integration of AI applications [8]