大家早上壕！ 先看海外要闻： 美国商务部长谈及部分关税谈判进展，声称有的已谈妥待批准，贸易协议的希望提振美股，美股涨幅扩大，三大美国股指刷新日高。标普六连 涨，创三年来最长连涨日。最终收盘道指涨0.75%，标普500指数涨0.58%，纳斯达克涨0.55%。 特朗普签署汽车制造商关税相关行政令，特斯拉收涨超2%，撤销今年业绩指引的通用汽车盘初跌4%，后收窄多数跌幅。 Meta公布财报前六连涨；初步指引逊色的超微电脑盘后一度跳水20%，未能提供指引的Snap盘后跌超10%。中概指数回落0.3%，小鹏汽车跌超 6%，蔚来跌超1%。 美国经济数据均逊色，美债收益率创三周新低。美元指数反弹；离岸人民币一度涨超300点、涨破7.26，创逾三周新高。 关税谈判进展打压，黄金回落，盘中跌超1%；全球贸易战伤害需求前景，原油两连跌，收创逾两周新低，盘中一度跌3%。 AI大赛激烈：阿里Qwen 3发布后，马斯克立刻官宣：下周推出Grok 3.5；Meta推出独立AI应用，正面挑战ChatGPT。 特朗普签署公告将对汽车零部件关税提供补偿。 国内重大事件汇总： 1、习近平在上海考察时强调，加快建成具有全球影响力的科技创新高地。在上 ...

Core Viewpoint - The National Data Bureau has officially released 70 key public data demonstration scenarios aimed at enhancing the supply, circulation, and utilization of public data, marking a significant step in the market-oriented reform of data elements in China [1][2]. Group 1: Public Data Utilization - The initiative focuses on transforming public data from a "static archive" to a "dynamic flow," thereby enhancing its social benefits and economic development potential [2][3]. - The demonstration scenarios cover essential sectors such as healthcare, transportation, finance, and environmental protection, addressing public needs and improving service delivery [2][3]. Group 2: Governance and Service Optimization - The upgrade in governance philosophy emphasizes the need for technology to enhance public service efficiency, moving towards a model where data sharing reduces the burden on citizens [3]. - Examples include the "one-stop" service model for newborn documentation in Fujian and the establishment of a trusted data space in Guangzhou, which collectively improve service quality and decision-making accuracy [3]. Group 3: Future Prospects - The construction of demonstration scenarios is viewed as a starting point for further exploration and innovation in data utilization, with expectations for more scenarios to emerge that enhance public services [3].

据上证报报道，4月29日，国家数据局局长在第八届数字中国建设峰会开幕式上表示，当前，加快推进 数字中国建设，要紧紧抓住人工智能发展带来的前所未有的机遇，推动数据要素市场化配置改革和"人 工智能+"行动同频共振。持续推进高质量数据供给。加快推动数据要素与人工智能、科技创新、产业 发展和赋能应用相结合，推动行业高质量数据集建设，推动数据产业高质量发展，为人工智能技术创新 和产业应用提供坚实的数据基础，确保"人工智能+"行动到哪里，高质量数据集的建设和推广就到哪 里。 银河证券表示，AI技术正在引发一场"静默的工业革命"一其本质是通过数据智能重构经济系统的熵减机 制，预计到2035年AI核心产业，包括算力基础设施、AI智能终端与硬件、AI算法与软件等，将直接贡 献GDP约10%。 中信证券表示，国内数据产业链仍处于发展初期，当前AIInfra、数据要素、国产化信创三大产业趋势驱 动下，数据产业链有望迎来新一轮发展机遇。预测数据库、数据平台、基础数据服务三个核心环节的需 求弹性显著，有望率先受益于需求扩增打开市场空间，数据库:传统关系型数据库为信创核心品类，政 策和资金支撑下具备较高弹性;数据平台:大数据平台向"数据 ...

以"构建网络空间命运共同体"为遵循，多双边数字经济合作稳步推进，数据跨境流动便利化水平持续提 升。《报告》显示，2024年中国跨境电商进出口总额达2.63万亿元人民币，实现10.8%的增长，占全部 外贸总额比重提升至6%。 《报告》指出，2025年，数字技术创新和产业创新将深度融合，数字产业集群集聚效应将不断凸显，数 据要素赋能千行百业作用将更加突出，"人工智能+"正成为经济社会高质量发展的新引擎。(完) 《报告》指出，近三年数字中国发展指数保持10%以上的稳步增长。数据要素市场拓展新空间，2024年 数据生产量达41.06泽字节(ZB)，同比增长25%。数字基础设施实现新跃升，算力总规模达到280 EFLOPS，累计建成5G基站425.1万个，移动物联网终端用户数达26.56亿户。 《报告》披露，2024年，中国数字经济发展提质增效，数字经济核心产业增加值占国内生产总值比重达 10%左右。 来源：中国新闻网 中新社福州4月29日电 (记者 闫旭)在29日开幕的第八届数字中国建设峰会上，中国国家数据局发布《数 字中国发展报告(2024年)》。报告显示，2024年全球新公开生成式人工智能专利4.5万件，其中中国 ...

Robotics - Tesla has clarified its mass production expectations for the Optimus robot, indicating ongoing progress in industrialization. The lightweighting of robots, particularly the application of PEEK materials, is gaining attention due to its advantages in reducing energy consumption, improving endurance, and enhancing performance and safety. Zhongxin Fluorine Materials has seen four trading days of limit-up in six days, signaling a deepening revolution in robot lightweighting [1] - In addition to PEEK materials, the use of tendon materials such as steel wire, PBO, and ultra-high molecular weight polyethylene (UHMWPE) is identified as a potential new direction, with UHMWPE expected to become a mainstream solution due to its superior performance [1] Retail - Manufacturers in Jiangsu and Zhejiang have received notifications from major U.S. retailers like Walmart to resume shipments, with the U.S. clients bearing the tariff costs. This move is expected to alleviate the significant pressure on suppliers from increased tariffs and help mitigate the rapid decline in sales [2] - Walmart's procurement from China in 2023 was valued at approximately $30 billion, indicating the scale of the impact from the resumption of orders [2] Data Elements - The head of the National Data Bureau emphasized the need to accelerate the construction of a digital China, seizing unprecedented opportunities brought by AI development. The focus is on promoting market-oriented reforms in data elements and enhancing high-quality data supply [3] - AI technology is seen as triggering a "silent industrial revolution," with projections that by 2035, core AI industries will directly contribute about 10% to GDP. The domestic data industry chain is still in its early stages, but is expected to see new development opportunities driven by trends in AI infrastructure, data elements, and domestic innovation [3] Brain-Computer Interface - The Chinese Academy of Sciences has developed a flexible microelectrode implantation robot called CyberSense, which supports various research initiatives. This technology aims to facilitate precise implantation of flexible microelectrodes in animal brains, providing critical support for brain-computer interface and neurophysiology research [4] - The domestic brain-computer interface industry is expected to gradually achieve commercialization, supported by technological advancements and favorable policies, including new pricing frameworks for clinical applications [4] Power System Reform - The National Development and Reform Commission and the National Energy Administration have announced plans to accelerate the construction of a power spot market, aiming for full coverage by the end of 2025. This market is expected to enhance price discovery and supply-demand regulation [5] - The operation of the power spot market is anticipated to optimize grid operation and strengthen network structure, providing favorable conditions for new entities and emerging industries in the power sector [5] Pig Farming - The Ministry of Agriculture and Rural Affairs has issued a plan to optimize pig farming capacity, focusing on controlling the number of breeding sows and guiding farmers to adjust their breeding structures. This aims to improve supply-demand matching in the market [6]

中新网福州4月29日电 (记者 刘育英)4月28日，第八届数字中国建设峰会期间，政、企、研多方代表， 聚焦人工智能、大模型、算力、数据要素等前沿技术，在分论坛中掀起了一场关于首都智能化跃迁 的"头脑风暴"。 北京市经济和信息化局党组成员、副局长苏国斌指出，当前北京正加快数字经济与人工智能深度融合， 夯实数字基础设施和智能算力体系，未来将聚焦前沿技术，深化与北京电信等企业的合作，推动首都数 字经济生态优化与智能化升级。 中国信息通信研究院云计算与大数据研究所副所长栗蔚指出，AI云时代下，大模型产业正在经历从"百 模大战"的预训练竞赛向云端推理服务效能优化的战略迁移，工程化作为大模型技术实现产业化的必要 手段，在训练和推理阶段分别侧重软件工程和应用工程，需实现"硬件、软件、模型、应用+专业服 务"五位一体协同，打通全链条价值体系。 会上，北京电信与北京邮电大学共建的"行业数据智能标注联合实验室"正式揭牌。论坛期间，北京电信 展示了在AI、算力、数据要素等领域的相关创新和探索。(完) 目前，中国电信在北京正加速布局算力基础设施，体系化搭建算力调度平台、大模型训练平台、智能体 开发平台和标准化的数据标注体系。北京电信 ...

Core Insights - The construction of a trusted data space is seen as a new opportunity to address challenges in data circulation and value release in China [1][2][3] - The digital economy's rapid growth highlights the increasing importance of data as a core production factor, with the core industries of the digital economy projected to account for about 10% of GDP in 2024 [1] Group 1: Challenges in Data Utilization - Many enterprises have concerns regarding the security, compliance, and efficient circulation of data, leading to a significant amount of data remaining "asleep" and not realizing its potential value [1] - Issues such as unclear responsibilities, imperfect rules, and difficulties in establishing trust hinder effective matching between data supply and demand, restricting the scale and efficiency of data circulation [1] Group 2: Trusted Data Space as a Solution - The trusted data space is likened to a "data sandbox," allowing data providers to share data securely while enabling smaller enterprises to access necessary data, thus breaking the bottleneck in data integration and utilization [2] - The trusted data space is considered a new type of data infrastructure and a crucial part of the national data element system, aimed at solving the issues of data underutilization among enterprises [2] Group 3: Development and Implementation - Experts emphasize the need for unified concepts, practical benchmarks, and a long-term operational model to drive the development of the trusted data space [3] - The Shenzhen Data Exchange has pioneered a "1+N dynamic compliance" system and initiated a national data transaction credit system to facilitate cross-domain and cross-border data circulation [3] Group 4: Future Outlook - Continuous efforts in interconnectivity across technology, standards, data, and resources are essential for the long-term development of the trusted data space [4] - The role of operators as trusted third parties is critical, with a focus on market mechanisms and transparent rules to encourage active participation in data supply and usage [4]

Group 1 - The core viewpoint of the news is that Nanwei Software has experienced significant declines in revenue and profitability in 2024, indicating potential challenges in its business operations [1][3]. - In 2024, the revenue from various business segments, including AI/data elements combined with digital government and public safety, has decreased, with the public safety segment seeing a 66.27% year-on-year decline [1]. - For Q4 2024, Nanwei Software reported a revenue of 374 million yuan, a year-on-year decrease of 61.80%, but a quarter-on-quarter increase of 175.00% [1]. - The net loss attributable to shareholders for 2024 was 310 million yuan, a decline of 650.45% compared to the previous year, indicating a shift from profit to loss [3]. - The gross margin for 2024 was 24.92%, down 13.59 percentage points year-on-year, while the net margin was -42.19%, a decrease of 46.08 percentage points [1]. - Operating cash flow for 2024 was 399 million yuan, reflecting a year-on-year increase of 333.04% [1]. Group 2 - Nanwei Software was established on October 18, 2002, and went public on December 30, 2014, primarily focusing on e-government software development, system integration, and technical services [2].

金十数据4月29日讯，中共中央政治局委员、国务院副总理张国清28日至29日在福建出席第八届数字中 国建设峰会开幕式并致辞。他强调，要深化数字技术创新应用，推动实体经济和数字经济深度融合，全 面赋能经济社会高质量发展。张国清表示，建设数字中国是推进中国式现代化的重要引擎，是构筑国家 竞争新优势的有力支撑。当前数字技术创新日益成为高质量发展的重要驱动力量，要不断提升数字领域 自主创新能力，加强关键数字技术研究和成果应用，推进一体化算力网络和数据流通利用基础设施建 设，推动数字领域新质生产力发展。要深化数据要素市场化配置改革，建立完善数据流通和交易机制， 培育全国一体化数据市场，放大数据要素乘数效应。 （新华社） 张国清：不断提升数字领域自主创新能力 促进实体经济和数字经济融合发展 ...

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 ...