Core Insights - The event held in Ningbo focused on the theme of "Releasing Data Power to Empower Industry Quality Improvement," discussing the market-oriented reform of data elements and the implementation of the Chief Data Officer (CDO) system [1][2] - The event highlighted the importance of data as a core engine for high-quality development in the digital economy, with Zhejiang Province leading the way in exploring new models for data element marketization [1][2] Group 1: Data Element Marketization - Ningbo is recognized as a pioneer city in the industrial data value reform, actively exploring key areas and processes for releasing data element value [2] - The local government has made significant progress in establishing institutional standards, cultivating data commerce mechanisms, and improving data circulation systems [2] Group 2: Chief Data Officer (CDO) System - The CDO is seen as the "conductor" for activating data value, with Ningbo's innovations in CDO system and data space construction serving as a model for national market-oriented reforms [2][3] - The event featured the announcement of the 2024 National Excellent Enterprise CDO Cases, with companies like Ningbo Steel and Ningbo Bull Electric recognized for their outstanding CDO system construction [2] Group 3: Innovative Achievements - Three innovative achievements were officially released: the Ningbo Industrial Large Model Trusted Data Space, a high-quality data set for the intelligent connected vehicle industry, and the "Ningbo City Enterprise Chief Data Officer System Construction Guide" [3] - The event included discussions on high-quality data set construction, evaluation, and the role of artificial intelligence in enhancing industrial production management efficiency [3]

Group 1: Core Insights - The central government has issued opinions to deepen reform and innovation in Shenzhen, focusing on high-level opening-up in key national strategic platforms like Qianhai and He Tao [1] - A series of reform measures will be implemented in Qianhai and He Tao to enhance their roles as innovation and financial hubs [1] Group 2: Qianhai Initiatives - Qianhai aims to establish a nurturing base for companies to list in Hong Kong, with 17 out of 48 reform measures being implemented there [2] - The focus will be on emerging finance, cross-border finance, supply chain finance, and technology finance, including the introduction of intellectual property securitization products [2] - Qianhai plans to optimize the integration of innovation chains, industry chains, capital chains, and talent chains to create a new production capacity and innovation source [2] - The area will provide rapid patent review services for Hong Kong innovators and establish an international technology transfer center [2] - Qianhai will also enhance the organization and operation of technology research, allowing foreign scientists to hold legal representative positions in new research institutions [2] Group 3: Digital and Creative Industry Expansion - Qianhai will promote the expansion of value-added telecommunications, attracting foreign companies to establish wholly-owned internet data centers and content distribution networks [3] - The region will support the digital creative industry by building platforms for game exports and assisting companies in establishing overseas R&D centers [3] Group 4: He Tao Developments - He Tao is tasked with promoting cross-border technological innovation and aims to establish a cross-border dual-currency early-stage mother fund [4] - The area will introduce well-known Hong Kong and Macau universities to key research projects and explore mutual cooperation models [4] - He Tao will deepen market-oriented reforms in data elements, focusing on data property rights, pricing, and circulation mechanisms [4] - The reconstruction of the Huanggang Port is progressing, with a new inspection model expected to significantly reduce customs clearance time from 30 minutes to about 5 minutes [4]

Core Viewpoint - BGI Genomics has officially established a strategic partnership with the Shenzhen Data Exchange, launching its first comprehensive tumor database, marking a significant step towards transforming into a data-driven intelligent medical ecosystem [2][9]. Group 1: Strategic Cooperation - The partnership aims to deepen collaboration in key areas such as data product innovation, industry data standard construction, data compliance and security, financialization of data assets, and data space development [2]. - BGI Genomics is transitioning from a traditional genetic testing service provider to a data-driven intelligent medical ecosystem, leveraging its proprietary platform and technological advantages to build a comprehensive database reflecting the genetic characteristics of the Chinese population [9][11]. - The cooperation is seen as a critical move to construct an autonomous data ecosystem and implement the national strategy of "data elements × healthcare" [9]. Group 2: Industry Context - The global precision medicine market is experiencing rapid growth, and China's data element market reform is making significant breakthroughs, with Shenzhen leading the way by establishing a data exchange and regulatory framework for compliant data circulation [4][5]. - The collaboration is positioned as a key starting point for the value development of genetic data, aiming to explore innovative paths for compliant development and application of genetic data [11]. - The initiative addresses critical industry challenges such as data security, privacy protection, and complex regulatory compliance, providing a systematic framework to enhance overall governance in the sector [13]. Group 3: Product Launch - BGI Genomics has launched a gene data product, the comprehensive tumor database, which integrates authoritative global genetic variation and treatment data while focusing on clinical guidelines and practice data unique to China [13]. - This product aims to provide high-value data services for precision medicine research and alleviate challenges associated with reliance on international databases [13].

Core Viewpoint - Data elements are a new type of production factor in the digital economy era, serving as a core engine for the development of new productive forces and an important strategic resource for the country [1][2] Group 1: Macro Perspective - The transition from factor-driven to innovation-driven growth in various sectors of the economy relies on data elements, which can exist independently as production materials and also act as a "connector" to optimize resource allocation efficiency [1] - High-quality data flows can eliminate information silos across the industrial chain, enhancing deep collaboration within the industry [1] Group 2: Meso Perspective - The cultivation of emerging industries heavily depends on data to explore market demands, optimize business processes, and provide personalized services, particularly in strategic emerging industries like artificial intelligence [1][2] - Data sovereignty is becoming a new battleground for industrial discourse power, as the development and utilization of data resources are crucial for future industries [1][2] Group 3: Micro Perspective - The non-competitive nature and positive externalities of data elements break the traditional marginal returns of factors, alleviating efficiency losses and market failures caused by information asymmetry [2] - There is a lack of high-quality data resources, with issues in data collection integrity and accuracy due to the absence of intelligent data collection modules and unified standards [2] Group 4: Policy and Infrastructure - The "East Data West Computing" project has been implemented for three years, establishing national computing power hub nodes and data center clusters to rationally allocate data resources [3] - To further unleash the potential of data elements, it is essential to advance the "East Data West Computing" project, optimize mechanisms, and promote the integration of existing data centers [3] - Accelerating the digital transformation of traditional industries and enhancing data collection capabilities are critical for establishing a foundation for high-quality data collection [3]

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Viewpoints - On June 5, the National Data Bureau announced the establishment of 10 national data element comprehensive pilot zones in Beijing, Zhejiang, and Anhui, aimed at fostering business entities and expanding the data market, thereby enhancing the integration of the real economy and digital economy [2][5] - The establishment of these pilot zones is expected to address core issues in the data element industry, accelerating the industry's implementation and leading to a revaluation of data element value, benefiting the entire industry chain [2][5] Summary by Relevant Sections Event Description - The pilot zones will support local initiatives in cultivating business entities and expanding the data market, focusing on releasing the potential of the integration between the real economy and digital economy [5] Event Commentary - The construction of national data element comprehensive pilot zones is anticipated to resolve bottlenecks in data application, with the data resource scale in China expected to grow significantly, reaching 51.78ZB by 2025 and 136.12ZB by 2029, with a compound annual growth rate of 26.9% [11] - Local governments are actively responding, with Beijing creating a "one district and three centers" model, aggregating 700 billion public data entries and opening 18,000 datasets [11] - The market reform for data elements is entering a critical phase, with the potential for significant industry shifts as pilot cities improve relevant regulations and systems [11] - The establishment of these pilot zones is seen as a crucial step towards the realization of data element value, suggesting a focus on companies with vast data resources and strong capabilities in data processing, management, and analysis [11]

Group 1 - The release of the "Regulations on Government Data Sharing" marks a new phase of legal governance for data sharing in China, providing a legal framework for efficient data circulation and enhancing government digital governance capabilities [2][3] - The regulations address existing issues such as incomplete mechanisms and unclear responsibilities in government data sharing, aiming to eliminate "data silos" and improve the efficiency of data utilization [2] - The establishment of 10 national data element comprehensive pilot zones in various provinces aims to support the integration of the real economy and digital economy, fostering a robust data market ecosystem [3] Group 2 - A seminar on high-quality data set construction and standardization was held, focusing on guidelines, format requirements, and quality assessment for data sets, which will facilitate the application of artificial intelligence in central enterprises [4][5] - Guangzhou's "Digital Guangzhou Construction 2025 Work Points" outlines 32 key tasks for digital transformation, emphasizing the development of data resources and the establishment of a governance system for data circulation [5]

Core Insights - The 2025 Data Security Development Conference will be held in Wenzhou from May 16 to 18, focusing on data security and industry development trends [1] - Wenzhou is positioning itself as a leader in the data industry, showcasing significant growth and competitive advantages [3] Group 1: Data Industry Development - The National Data Bureau released the "Data Element × Three-Year Action Plan (2024-2026)", guiding the national data element industry development [3] - Wenzhou has established a 4.42 square kilometer industrial park known as the China (Wenzhou) Data Security Port, which is a pioneer in data element market-oriented reform [3] Group 2: Achievements of Data Security Port - The Data Security Port has attracted 602 data enterprises and developed 469 data products, achieving a transaction volume of 5.02 billion yuan in 2024 [5] - Wenzhou is the only city in the country designated as a national pilot for data infrastructure, which will enhance the city's data industry development [5] Group 3: Challenges and Solutions - The lack of clear scenarios and guidelines in data circulation is a major challenge for the industry [6] - The Data Security Port has created a unique data security risk assessment system and established a comprehensive legal protection framework to facilitate data sharing [6] Group 4: Ecosystem Optimization - Initiatives such as the establishment of a 10 billion yuan digital industry fund and the creation of research institutions aim to support rapid growth of enterprises [7] - The annual Data Security Development Conference serves as a platform for local enterprises to engage with top domestic and international experts, enhancing Wenzhou's competitiveness in the data industry [7]

Core Viewpoint - Baoding has emerged as a key player in the digital economy by establishing itself as a national data labeling base, with significant advancements in data service capabilities and infrastructure development [1][2]. Group 1: Data Industry Development - Baoding's data labeling base has achieved an annual labeling capacity exceeding 2000TB, with over 500 data service companies gathered [1][2]. - The city's data industry is projected to reach approximately 3.3 billion yuan in 2024, reflecting a year-on-year growth of 22.2% [1]. - The city has implemented a comprehensive market-oriented reform system for data elements, including the establishment of the Baoding Data Investment Group and the completion of the "14th Five-Year Plan" for digital construction [2]. Group 2: Strategic Initiatives - Baoding has focused on five leading industrial clusters, including data services, and has developed over 500 data sets in collaboration with local universities [2][3]. - The city has created a "Baoding Model" for market-oriented data element allocation, which includes a data element sharing factory, a data value co-creation center, and a data talent innovation base [3]. Group 3: Quality and Performance Standards - Baoding has partnered with the China Academy of Information and Communications Technology to establish the first national high-quality data set evaluation platform, aiming to enhance data quality and performance standards [4]. - The city has developed a comprehensive ecosystem for data collection, labeling, innovation, application, storage, and security [4][5]. Group 4: Future Development Plans - Future plans include the introduction of policies to maximize data value at various administrative levels, leveraging technological innovations from the Beijing-Tianjin-Hebei region, and creating a more favorable business environment for the data sector [5].

进入二季度，全年工作进入抓落实、抓推进、抓突破的重要节点，这是承上启下的关键期，攻坚突破的 黄金期。要融入服务全国统一大市场建设，加强市场运行监测监管，打通规则障碍，提高运行效率，深 化数据要素市场化改革，加快推动内外贸一体化。注重稳、扩、增用招，着力稳就业、稳企业、稳市 场、稳预期，千方百计扩消费，多策并举增加有效投资。要推动科技创新和产业创新深度融合，坚持教 育、科技、人才一起抓，优化创新平台体系，加快发展科技金融，实施"人工智能+"行动，提升产业链 群能级。注重抓、扭、提用力，全力以赴抓落实，巧借扭矩放大作用找到最佳支点，提升发展质量效 益。要推进产业园区改革发展，加强统筹谋划，深化制度改革，打造吸引力强的投资场景、发展场景。 注重立、改、破用功，以新发展理念引领高质量发展，更好发挥改革关键一招作用，该破的及时破、坚 决破、彻底破。要保民生保安全保稳定，挖潜扩容就业空间，倡导大学毕业生、各类人才投身乡村振兴 事业，防范化解金融风险，维护公共安全和社会稳定。注重准、实、效用心，精准发力、精准施策、精 准落实，做到谋划工作、制定措施、政策落地、解决问题要实，注重效能效果效益。 征途回望千山远，前路放眼万象新 ...

孙守刚作工作部署。省发展改革委、省工业和信息化厅、省商务厅汇报有关情况。郑州市、许昌市、漯 河经济技术开发区作表态发言。 各省辖市、济源示范区、航空港区设分会场。有关省领导出席。（记者 刘婵 马涛） 责任编辑： 王靖 4月29日，全省奋战二季度确保"双过半"动员部署会召开。省委书记刘宁出席并讲话，强调要深入学习 习近平经济思想和中央政治局会议精神，贯彻落实习近平总书记关于河南工作的重要论述，分析研判当 前经济形势，安排部署二季度经济工作，确保"时间过半、任务过半"，并在此基础上"接二连三"，圆满 完成全年目标任务、顺利实现"十四五"规划收官。省长王凯主持。 刘宁指出，全省上下坚决贯彻落实党中央决策部署，坚持开局即决战、起步即冲刺，奋战一季度、全力 拼经济，扛起了经济大省挑大梁重任。各地各部门要坚定拥护"两个确立"、坚决做到"两个维护"，聚 焦"四高四争先"，认清形势，提振信心，奋勇争先，坚决打赢我省经济发展夏秋季战役。 刘宁强调，二季度是承上启下的关键期，要服务融入全国统一大市场建设，加强市场运行监测监管，打 通规则障碍，提高运行效率，深化数据要素市场化改革，加快推动内外贸一体化。注重稳、扩、增用 招，着力稳 ...