周三，和讯投顾冯珂分析称，今天大盘上涨的关键首先就在于证券板块，这个板块堪称咱们牛市的旗 手，也是权重板块和中小盘板块的纽带。只要它涨，大盘就能涨，中小盘个股也能跟涨。从昨天开始， 证券板块每天上午就放量冲高，而今天收盘更是站稳了5天均线，周线也出现了底背离。所以今天大盘 在他的带领之下就出现了一个普涨，其次今天消息面也全都是利好。首先新能源汽车下乡活动不但带动 了汽车板块的反弹，而且整个电池板块也掀起了涨停潮，而政务数据共享条例以及AI15取得突破的消 息，又让算力人工智能为首的大科技板块持续的反弹，成交量也不断放大。此外还有诸多的利好消息， 让大盘也出现了久违的普涨格局。 那大盘明天能三连阳吗？中午的时候分析称，今天上午的盘面堪称完美，唯一美中不足的就是量能萎缩 252亿。如果下午能放量的话，明天呢就能继续上涨，果然最终全天放量116亿，实现了量价齐升。而且 最后10分钟大盘放量60亿，说明有很多资金尾盘抢筹，这样明天上涨的概率就很大。明天板块的主线方 向在哪里？昨天给大家讲了本周三条主线，数字货币、创新药，还有兽药农药这三个板块今天都继续上 涨。另外今天再加一条主线，新零售！为什么是新零售而不是军工？因 ...

Core Points - The Guangdong Province has officially announced the "Regulations on Promoting High-Quality Development of the Marine Economy," which will take effect on July 1, 2025, aimed at addressing prominent issues in marine economic development and enhancing institutional support [1][2] Group 1: Legislative Overview - The regulation consists of seven chapters and fifty-three articles, focusing on five key areas: industrial development, technological innovation, green development, open cooperation, and service guarantees [1] - The marine production value of Guangdong Province reached 20,022.5 billion yuan in 2024, accounting for 14.1% of the regional GDP, marking the province's marine economy as the largest in the country for 30 consecutive years [1] Group 2: Industrial Development - The second chapter of the regulation highlights various marine industries, including marine electronic equipment, marine engineering equipment manufacturing, marine pharmaceuticals, offshore wind power, and modern fisheries [2] - Specific provisions encourage breakthroughs in key technologies for marine engineering equipment and support the development of new marine equipment such as submersibles and underwater robots [2] Group 3: Data and Resource Management - The regulation mandates the establishment of a marine data space and emphasizes the efficient flow of marine data elements through improved data sharing and management [3] - It also requires the government to promote layered rights management of marine areas to optimize the use of marine spatial resources [3] Group 4: Implementation and Support - The Guangdong Provincial Development and Reform Commission is designated as the main authority for overseeing the marine economy, tasked with developing related policy documents and planning for the "14th Five-Year Plan" [4] - The Natural Resources Department will lead the comprehensive implementation of the regulation, focusing on coastal planning and enhancing market-oriented allocation of marine resources [4]

Group 1 - The core viewpoint of the news is the positive performance of the China Securities Big Data Industry Index and its related ETF, indicating a growing interest and investment in the big data sector [1][2] - As of June 4, 2025, the China Securities Big Data Industry Index increased by 0.86%, with notable gains from constituent stocks such as Kehua Data (up 3.07%) and Aofei Data (up 2.68%) [1] - The Data ETF (516000) has shown a significant annual increase of 33.33%, ranking first among comparable funds, reflecting strong market performance [1] Group 2 - The recent announcement of the "Regulations on Government Data Sharing" by the State Council aims to enhance the efficiency and security of government data sharing, which is expected to improve digital governance capabilities [1] - The regulations address long-standing issues in government data management, such as unclear data sources and redundant collection, providing a systematic legal framework for data sharing [1] - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in various aspects of big data, such as storage, analysis, and application [2]

Core Viewpoint - The newly released "Regulations on Government Data Sharing" establishes a legal framework for promoting the sharing of government data, enhancing inter-departmental collaboration, and ensuring data security, thereby supporting the digital transformation of the government and modernizing the national governance system [1][2][7]. Group 1: Importance of Government Data Sharing - Government data plays a crucial role in decision-making, economic regulation, public services, market supervision, and social governance, yet issues like "data silos" and unclear data foundations persist [2][3]. - The regulations aim to address these challenges by promoting efficient and orderly sharing of government data, which is essential for improving administrative efficiency and advancing the construction of a digital China [2][3]. Group 2: Key Features of the Regulations - The regulations outline specific requirements for the management system, directory management, sharing usage rules, platform support, and security measures, emphasizing a systematic and innovative approach [4][5][6]. - A management system is established to clarify the responsibilities of various government levels and departments, promoting unified standards and legal sharing of data [4]. - The regulations propose unified directory management to address issues of incomplete and non-standard data directories, ensuring data is searchable and traceable [4]. - Sharing usage rules are detailed to prevent redundant data collection by government departments, clarifying the responsibilities of data source departments [4][5]. Group 3: Implementation and Future Directions - The regulations are seen as a starting point for a new phase of legal governance in data sharing, with recommendations for building a comprehensive regulatory framework and enhancing the implementation system [7]. - There is a call for the establishment of a robust support system for data sharing, including promoting successful case studies and exploring the value of data in enhancing government governance and public service [7].

Core Viewpoint - The release of the "Regulations on Government Data Sharing" marks a significant advancement in China's government data sharing efforts, providing a legal framework for the management and application of government data [1][2]. Group 1: Objectives and Responsibilities - The regulations establish clear objectives for government data sharing, ensuring that there are legal guidelines for data sharing practices [2]. - The regulations define the responsibilities of government departments, mandating them to take ownership of data sharing and address major issues related to it, thus preventing any evasion of responsibility [2][3]. Group 2: Management and Security - The regulations implement a tiered and categorized management system for government data, classifying data into unconditional sharing, conditional sharing, and non-sharing categories, which enhances the precision and transparency of data sharing while ensuring security [2][3]. - A unified national government big data system will be established to facilitate data sharing across departments, effectively breaking down data silos [3]. Group 3: Impact on Urban Governance - Shanghai has gathered over 200 billion public data entries, significantly enhancing urban governance through efficient data flow and the implementation of policies that allow for "no application required" services [4]. - The city has introduced 78 new "no application required" policies in 2024, serving over 1.6 million instances, and has streamlined processes for financial assistance to businesses, directly depositing funds into bank accounts [4]. Group 4: Future Recommendations - To further enhance data sharing, it is recommended to focus on standardizing and maintaining data directories, expanding the scope of data sharing, ensuring data security, and improving organizational support for data sharing initiatives [6][7].

中国社科院大学教授江小涓在接受专访时表示，政务数据是国家重要的基础性战略资源，推进政务数据 共享对提升政府效能、促进经济社会发展、服务群众和企业等具有重要作用。《条例》系统建立了政务 数据共享及相关安全、监督、管理制度，对于破解政务数据共享障碍，加快推进政务数据高效共享，提 升政府数字化治理能力和政务服务效能具有重要意义，也为安全有序共享政务数据提供了有力保障。 《条例》以更好服务经济社会为出发点，着力提升政府数字化履职能力 新华财经北京6月4日电（记者郝菁）近日，国务院公布的《政务数据共享条例》（以下简称《条例》） 对政务数据共享管理体制、目录管理、共享使用、平台支撑、保障措施等方面进行了部署。 江小涓认为，《条例》对加强数据共享回流、持续深化政务数据体系建设提出明确要求，这是落实国家 为基层减负决策部署、破解基层填表报数负担重的重要举措： 一是规范数据回流，助力基层减负落地。基层任务千头万绪，很多数据由基层工作人员收集，却由上级 部门集中统一管理，导致基层无法充分利用，只能不断重复填报数据。《条例》要求政府部门按照法定 的职权、程序和标准规范收集政务数据，通过共享获取政务数据能够满足履行职责需要的，政府部 ...

Core Viewpoint - The article highlights the transformation of the social security card in Nanjing into a multifunctional tool that enhances urban life, providing various services across multiple sectors, thereby redefining the concept of convenience for residents [1][5]. Group 1: Service Expansion - The social security card has evolved from a single-use credential to a comprehensive service provider, facilitating 340 services and 189 functions in the human resources sector, and enabling seamless medical and transportation transactions across over 300 cities with an average daily usage of 3 million transactions [1][2]. - The integration of services allows for instant card issuance within 10 minutes and online applications through the "Jiangsu Smart Human Resources" app, significantly reducing the need for in-person visits [2]. Group 2: User Experience - The event showcased various applications of the social security card, including discounts on shopping and easy access to medical services, which have enhanced user satisfaction and engagement [3]. - A digital map was introduced to help residents locate nearby service points for over 70 frequently used services, improving accessibility and convenience [2]. Group 3: Future Developments - The Jiangsu Provincial Human Resources Department has outlined plans for 2025 to further enhance the social security card's capabilities, including interconnectivity with over 300 cities for public transport and direct settlement for out-of-town medical services [4]. - The city aims to leverage big data for personalized services and improve data security, ensuring a robust and innovative application of the social security card in various sectors [5].

数字政通：公司以具有其特色的"网格化+"智慧城市建设模式为核心，业务涉及智慧综合行政执法管 理、智慧社会综合治理、新一代多网融合电子政务系统等智慧城市建设领域。 浪潮软件：公司已成为国内智慧政府解决方案与服务的领先厂商，基于多年的政府信息化建设经验及市 场地位，形成了"互联网+政务服务"整体解决方案。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 据新华社6月3日报道，国务院总理李强日前签署国务院令，公布《政务数据共享条例》，自2025年8月1 日起施行。《条例》对政务数据共享工作的总体要求、管理体制、目录管理、共享使用要求、平台支 撑、保障措施等方面提出具体要求。《条例》规定，整合构建全国一体化政务大数据体系，要求已建设 的政务数据平台纳入全国一体化政务大数据体系。明确各级政府部门应当通过全国一体化政务大数据体 系开展政务数据共享工作。 中证报表示，数字政府建设作为国家治理现代化的重要方向，近年来持续保持高速增长态势，技术驱动 与政策支持成为核心推动力。国家层面出台《数字中国建设整体布局规划》《"十四五"推进国家政务信 息化规划》等文件，明确数字政府建设目标，强调数据共享 ...

"规范、高效的政务数据共享，是提升政务服务效能、助力经济社会高质量发展的有力抓手和重要引 擎。"清华大学公共管理学院教授孟庆国说，条例作为第一部促进政务数据共享流通的行政法规，标志 着我国政务数据管理迈入法治化新阶段。 "长期以来，一些政务数据资源存在底数不清、重复采集、来源不一等问题，难以充分发挥价值。"中国 政法大学法治政府研究院院长赵鹏表示，条例首次从国家层面以系统性法规形式明确了政务数据共享的 体制、路径、规则、保障措施、法律责任等，为提升政府整体治理能力和公共服务水平提供了制度保 障。 新华财经北京6月3日电（记者王雨萧、潘洁）国务院3日对外公布《政务数据共享条例》，对政务数据 的目录管理、共享使用、平台支撑等工作进行部署。条例将如何推进政务数据安全高效共享利用，进一 步提升政府数字化治理能力和政务服务效能？ 专家认为，政务数据安全高效共享利用，将有效助力提升政府服务效能，进一步增强企业和群众的获得 感。 "条例的出台将有力推动多部门各层级之间协同共振，形成'高效办成一件事'改革合力。"中国社会科学 院大学教授江小涓说。 江小涓表示，通过政务数据的归集共享与分析，可精准匹配符合政策条件的企业和群众， ...

新华社北京6月3日电 国务院总理李强日前签署国务院令，公布《政务数据共享条例》（以下简称《条 例》），自2025年8月1日起施行。 《条例》旨在推进政务数据安全有序高效共享利用，提升政府数字化治理能力和政务服务效能，全面建设 数字政府。《条例》共8章44条，主要包括以下内容。 一是明确总体要求。规定政务数据共享工作坚持中国共产党的领导，遵循统筹协调、标准统一、依法共 享、合理使用、安全可控的原则。细化各级人民政府、政务数据共享主管部门、政府部门及其政务数据共 享工作机构的职责。 二是优化目录管理。规定政务数据实行统一目录管理，明确政务数据目录编制、发布以及动态更新等要 求。确定政务数据共享属性的分类，禁止擅自增设条件阻碍、影响政务数据共享。 三是细化共享使用要求。规定通过共享获取政务数据能够满足履职需要的，政府部门不得重复收集，明确 牵头收集政务数据的政府部门的职责。细化政务数据共享申请、答复的流程及时限要求。明确政务数据质 量管理、校核纠错及共享争议解决处理机制。规定上级政府部门应当根据下级政府部门的履职需要，在确 保政务数据安全的前提下，及时、完整回流相关政务数据。 四是加强平台支撑。规定整合构建全国一体 ...