热点聚焦 1.国家数据局局长刘烈宏8月28日在2025中国国际大数据产业博览会开幕式上表示，国家数据局推动出台公共数据资源开发利用、数字经济高质量发展、城 市全域数字化转型等相关政策近30项，支持10个地方积极探索数据要素综合试验区建设，20多个地方也陆续出台数据条例。今年，还将推出数据产权、数据 创新型企业、数字产业集群等十几项产业政策。 2.小米正式发布小米澎湃OS 3。据了解，小米澎湃OS 3将于2025年8月29日为首批Beta机型开启陆续推送，覆盖Xiaomi15系列、Xiaomi Pad 7S Pro 12.5、 Xiaomi Pad 7 Pro、REDMI K80 Pro、REDMI K80 至尊版，并将陆续为更多机型开启推送。 3.根据美国商务部的数据，二季度GDP按年率计算增长3.3%，高于此前公布的初值3.0%以及市场预期的3.1%。 4.英伟达公布第二季度业绩报告后，多家投行更新其对这家人工智能巨头的最新评级及目标价格。美银将英伟达目标价从220美元上调至235美元；摩根士丹 利将英伟达目标价从206美元上调至210美元；花旗银行将英伟达目标价从190美元上调至210美元；摩根大通将英伟 ...

Group 1 - The Supreme People's Court released its 47th batch of guiding cases, focusing on judicial protection of data rights, addressing issues such as data ownership, utilization of data products, personal information protection, and delivery of online platform accounts [1] - The number of data-related cases in courts has significantly increased, with new types of cases and high difficulty in adjudication, leading to heightened public interest in the outcomes [1] - The guiding cases aim to summarize and refine mature adjudication rules to promote more unified standards in data-related case judgments [1] Group 2 - In a case involving a network information technology company and an information technology company regarding unfair competition, the court ruled that transferring data between different online platforms using associated accounts is a lawful and legitimate action, enhancing the autonomy of data providers in the digital economy [1] - In a case concerning a steel company and an e-commerce company regarding liability for infringement, the court clarified that data processors can legally collect and process enterprise data without causing harm to the enterprise's rights, thus encouraging the lawful and effective use of data [2]

Group 1: Urban Renewal and Construction - In the first seven months of this year, 19,800 old urban residential communities have started renovation across the country, with six provinces showing an opening rate exceeding 90% [1] - The national plan for this year aims to initiate the renovation of 25,000 old urban residential communities, with a focus on improving property service quality and addressing issues such as elevator installation, parking, and charging facilities [1] Group 2: Industrial Production Growth - The production of industrial robots reached 447,000 units in the first seven months, marking a year-on-year increase of 32.9% [2] - The cumulative production of metal cutting machine tools was 480,000 units, reflecting a year-on-year growth of 13.9% [2] - The solar cell production totaled 47,396 million kilowatts, with a year-on-year increase of 19.6% [2] Group 3: Telecommunications Sector Performance - The telecommunications business revenue reached 1,043.1 billion yuan in the first seven months, showing a year-on-year growth of 0.7% [3] - The total telecommunications business volume, adjusted for last year's prices, increased by 8.9% year-on-year [3] - By the end of July, the number of fixed internet broadband access users reached 686 million, with one-third being gigabit broadband users, and 5G mobile phone users totaled 1.137 billion [3]

Group 1 - The core viewpoint of the articles emphasizes that China's computing power infrastructure has significantly improved, marking a new stage of high-quality and large-scale development in the computing power industry, which is seen as a core productivity in the digital economy era [2][3] - Computing power is defined as a new type of productivity that integrates information computing power, network carrying capacity, and data storage capacity, serving society through computing power infrastructure [2][3] - China ranks second globally in total computing power scale, with a gradually improving upstream and downstream industrial chain, and a notable increase in the proportion of intelligent computing power, indicating enhanced computing quality [3][4] Group 2 - The integration of computing power with the real economy is crucial for transforming computing power into productivity, as it cannot generate value without being connected to specific industrial scenarios [3][4] - Industry demand guides the direction of computing power development, with practical applications serving as a testing ground for its value and providing clear market directions and landing scenarios [4][5] - The upgrade of computing power not only promotes industrial upgrades but also breaks down industry boundaries, leading to the emergence of new industries such as smart agriculture and industrial internet [4][5] Group 3 - China's computing power industry is well-positioned to support the transformation of the real economy, leveraging its large market and diverse scenarios to drive continuous optimization and iteration of computing power technology [5]

Core Viewpoint - In July, China's total electricity consumption reached 1.02 trillion kWh, marking an 8.6% year-on-year increase and setting a global record for monthly electricity consumption, driven primarily by high temperatures and increased residential electricity usage [1] Group 1: Electricity Consumption Trends - The average temperature in July was the highest since 1961, leading to an 18% year-on-year increase in residential electricity consumption, with six provinces experiencing over 30% growth [1] - The total electricity consumption during the first seven months of the year shows a significant increase in high-tech and equipment manufacturing sectors, with a 4.6% year-on-year growth, surpassing the average manufacturing growth rate by 2.3 percentage points [2] Group 2: Structural Changes in Energy Consumption - The optimization of industrial structure is reflected in the electricity consumption patterns, with traditional high-energy-consuming industries showing stable growth while high-tech manufacturing leads the increase [2] - The rise in electricity consumption from digital economy infrastructures, such as data centers and 5G bases, indicates a more diverse and resilient economic structure [2] Group 3: Green Energy and Innovation - Under the "dual carbon" goals, the proportion of non-fossil energy generation is steadily increasing, with wind and solar power growth exceeding the overall electricity consumption increase [3] - The electric vehicle sector is projected to see a 34.3% year-on-year increase in electricity consumption in 2024, highlighting the shift towards green low-carbon industries [3] Group 4: Future Outlook - The electricity consumption in China is expected to continue growing, driven by economic recovery and industrial upgrades, with improvements in growth structure and quality [4]

Group 1 - The seventh China-Arab States Expo was held in Yinchuan, focusing on cooperation in traditional fields like trade, energy, and technology, while also expanding into emerging areas such as digital economy and artificial intelligence [1][2] - The event attracted over 17,800 participants, including representatives from 75 countries and regions, showcasing its significant influence and appeal [1][3] - The UAE was the guest country, with its representatives expressing a desire to deepen cooperation with Ningxia and expand into more sectors [2] Group 2 - China has maintained its position as the largest trading partner of Arab countries, with a projected trade volume of $407.4 billion in 2024, marking a 2.3% increase year-on-year [3] - The expo provided opportunities for companies like Ningxia Longi Ningguang Instrument Co., Ltd. to explore the Arab market, indicating a shift from a domestic focus to international expansion [3][4] - The event highlighted the growing trade relations between China and Syria, with a focus on cultural heritage products and the potential for further collaboration [4] Group 3 - The expo introduced several firsts, including a green electricity application zone and an artificial intelligence exhibition, reflecting a new wave of cooperation in technology and sustainable practices [6] - Companies showcased innovative products, such as humanoid robots and advanced agricultural systems, aiming to enhance their international presence and explore new markets [6][7] - Ningxia's trade with Arab countries saw a significant increase, with a 41.5% rise in import and export value in the first seven months of the year [8]

Group 1: Urban Renewal and Housing - In the first seven months of the year, 19,800 old urban residential communities were newly started for renovation across the country, with six provinces showing an opening rate exceeding 90% [1] - The national plan for this year aims to start the renovation of 25,000 old urban residential communities, with a focus on improving property service quality and addressing issues such as elevator installation, parking, and charging facilities [1] Group 2: Machinery and Equipment Manufacturing - In the first seven months, the production of industrial robots reached 447,000 units, marking a year-on-year increase of 32.9% [2] - The overall value added in five major machinery industry categories maintained a growth trend, with general equipment manufacturing growing by 8.3% and automotive manufacturing by 10.9% [2] - Fixed asset investment in the machinery sector also showed positive growth, with automotive manufacturing investment increasing by 21.7% [2] Group 3: Telecommunications Industry - The telecommunications business revenue reached 1,043.1 billion yuan in the first seven months, reflecting a year-on-year growth of 0.7% [3] - The number of fixed internet broadband access users reached 686 million, with one-third being gigabit broadband users, while 5G mobile phone users totaled 1.137 billion [3] - The total number of 5G base stations reached 4.598 million, accounting for 36% of all mobile base stations [3]

8月28日至30日，2025中国国际大数据产业博览会（简称"数博会"）在贵州省贵阳市举办。2015年5月， 首届数博会启幕，至今，数博会举办至第十一届。10年间，数博会累计吸引线下参会者53.4万人次，举 办论坛及专业活动逾600场，签约产业项目超1600个，完成了从区域性展会到产业风向标的华丽蜕变， 也见证了贵阳市、贵安新区（简称"贵阳贵安"）大数据发展从无到有、从有到优的跨越式发展。 贵州是8个国家算力枢纽节点之一以及10个国家数据中心集群之一。近年来，贵阳贵安抢抓"人工智能 +"、数据要素市场化机遇，深入实施"数字活市"战略，坚持算力、数据、应用、产业协同联动，全力推 进数字经济高质量发展。2024年，贵阳贵安数字经济占地区生产总值（GDP）比重达53.3%，数字经济 成为高质量发展的强力引擎。 算力 释放数据价值 加快建设可信开放的数据高地 数据是数字经济的重要生产要素，是基础性资源和战略性资源。作为国家数据要素综合试验区核心区， 贵阳贵安以数据要素市场化配置改革为主线，在数据汇聚、确权、流通、应用、安全等全链条上大胆探 索、先行先试，全力激活数据要素的"乘数效应"。 提升算力能级 加快建设绿色高效的 ...

Group 1 - The core viewpoint of the news is that China's digital economy is expected to reach an added value of approximately 49 trillion yuan by the end of this year, accounting for about 35% of GDP, with the core industries of the digital economy achieving their "14th Five-Year Plan" targets ahead of schedule [1] - The 2025 China International Big Data Industry Expo, themed "Data Aggregates Industrial Momentum, Intelligent Development New Chapter," features over 16,000 registered guests and 375 participating companies, highlighting the importance of data as a driving force for industrial development [1] - The event showcases various applications of digital technology, including the low-altitude economy, with companies like Zhongke Xingtong presenting comprehensive product systems and case studies in the field of aerospace information [1][2] Group 2 - The GEOVIS iFlight low-altitude intelligent flight application platform is a highlight product at the expo, providing standardized services for aerial photography, intelligent inspection, and logistics delivery, addressing various low-altitude business needs [2] - High-quality data sets are crucial for supporting the "Artificial Intelligence +" initiative, with over 400PB of high-quality data sets constructed in China by the end of June [3] - The total scale of intelligent computing in China has reached 780,000 PFlops, ranking second globally, with significant contributions from western regions where data center operational costs are 50% to 70% lower than in eastern regions [3] Group 3 - Discussions at the expo emphasize the need for high-quality data set construction and the promotion of data element circulation and value release [3][4] - Experts suggest that the market for high-quality data sets is still small, and automation and intelligence in production need improvement, proposing subsidies to encourage the supply and demand of high-quality data sets [4] - The National Data Bureau is deploying pilot projects for data industry clusters to foster a robust industrial ecosystem and scale advantages, building on previous guidelines for high-quality data industry development [4]

Group 1 - The article emphasizes the importance of service industry openness, noting that the share of services in GDP typically increases with economic development, as seen in countries like France and South Korea [3][10][22] - China's service industry has experienced a slowdown in growth since 2017, with the share of services in GDP not returning to pre-2014 levels by 2024 [3][24][33] - The government has increasingly prioritized "opening up" the service sector, with significant policy changes and a reduction in service trade restrictions, as indicated by the OECD Service Trade Restrictiveness Index dropping from above 0.27 to 0.23 [4][36] Group 2 - China's service industry openness has evolved through three phases: exploration (2001-2012), innovation (2013-2020), and deepening (2021-present), with significant policy measures introduced in each phase [5][51][65] - The exploration phase focused on fulfilling WTO commitments and gradually expanding foreign investment access in key sectors like telecommunications and finance [5][51] - The innovation phase saw the establishment of free trade zones and the introduction of negative lists for foreign investment, significantly improving market access [5][58] Group 3 - Future service industry openness in China is expected to concentrate on telecommunications, healthcare, and finance, aligning with international high-standard trade rules [6][71][84] - The government aims to enhance the openness of the service sector by actively engaging with international agreements like the CPTPP and DEPA, focusing on digital trade and data flow [7][75][81] - Specific measures include relaxing foreign ownership restrictions in telecommunications and healthcare, and expanding the scope of financial institutions [8][84]