新华社受权发布｜政务数据共享条例。 ...

国务院：政府部门应当科学合理确定政务数据共享属性，不得通过擅自增设条件等方式阻碍、影响政务 数据共享 金十数据6月3日讯，李强签署国务院令，公布《政务数据共享条例》。条例提到，政府部门应当科学合 理确定政务数据共享属性，不得通过擅自增设条件等方式阻碍、影响政务数据共享。对属于有条件共享 类的政务数据，政府部门应当在政务数据目录中列明共享范围、使用用途等共享使用条件。对属于不予 共享类的政务数据，政府部门应当在政务数据目录中列明理由，并明确相应的法律、行政法规以及国务 院决定依据。（新华社） ...

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化政务大数据体系，要求 ...

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。 （新华 社） ...

智通财经6月3日电，《政务数据共享条例》已经2025年5月9日国务院第59次常务会议通过，现予公布， 自2025年8月1日起施行。 ...

Group 1 - The National Data Bureau has issued the "Digital China Construction 2025 Action Plan," marking a significant step in guiding local data management departments in enhancing digital infrastructure and capabilities [2] - The State Council has approved the "Regulations on Government Data Sharing (Draft)," aiming to break down data barriers and establish a unified national government big data system to enhance public service accessibility [3] - The People's Bank of China has released the "Data Security Management Measures for the Business Areas of the People's Bank of China," which will take effect on June 30, focusing on data classification, management, and security compliance [4] Group 2 - Shandong Province has introduced two documents to accelerate the development of artificial intelligence, outlining specific measures and support policies to enhance AI capabilities across various sectors [5][6] - Liaoning Province is advancing the market-oriented allocation of data elements, planning to release several key documents to strengthen digital government construction and maximize data resource potential [7]

Core Insights - The report indicates that the current market sentiment score is 73, categorizing it as "relatively hot," suggesting a positive market outlook supported by recent improvements in sentiment and policy [5][9]. - Key themes identified include robotics, big data, and the Apple supply chain, with specific companies highlighted as potential investment opportunities within these sectors [6]. Market Sentiment - The market sentiment temperature indicator shows a score of 73, indicating a "relatively hot" market environment. Historical trends suggest that when sentiment falls below 30, the market tends to find support, while scores above 90 may indicate resistance [9]. - The report emphasizes that the market is gradually entering an upward trend, driven by improved sentiment and supportive policies [9]. Hot Themes Tracking - **Robotics**: The report notes a surge in interest in exoskeleton robots used for hiking, which can reduce physical exertion by 20%-40%. Related companies include Weisi Medical (688580) and Jinggong Technology (002006) [6]. - **Big Data**: The State Council has approved a draft for a data-sharing regulation aimed at breaking down data barriers and enhancing public services. Companies like Aofei Data (300738) and Inspur Information (000977) are highlighted as relevant players [6]. - **Apple Supply Chain**: The anticipated release of Apple's first foldable iPhone in 2026 is expected to impact the product launch schedule, with companies such as Lingyi Technology (002600) and Changying Precision (300115) being mentioned as key stakeholders [6]. Capital Flow Analysis - The report provides a detailed analysis of net capital inflows and outflows among various stocks, indicating significant net inflows for companies like Dongfang Caifu (198,103.14 million) and Wuliangye (61,749.11 million) [10]. - It also highlights the top ten industries with net capital inflows, with the non-bank financial sector leading at 301,422 million, followed by the computer sector at 95,690 million [15]. Financing and Margin Trading - The report discusses the implications of financing net purchases and margin selling, indicating that high financing levels may suggest speculative risks, while margin selling reflects a bearish outlook among investors [18].

再次，构建数据标准体系。会议提出，要构建全国一体化政务大数据体系，推动数据资源融合应用。在 实践中，遇到的一大挑战是人口、法人、电子证照等基础数据的共享缺乏国家层面的统一标准，数据的 采集、存储、整合、对接、传输、共享、开放、应用和安全等也缺乏统一规范。换言之，同一政务服务 事项在不同地区、层级的基本要素不完全统一，数据不具备可对比、可共享的价值，关键字段存在差异 也导致信息搜索、应用的困难。当前，亟待通过统一的数据标准制定和发布来推动一体化建设。 当然，政务数据共享绝非一朝一夕之功，而是一场需要久久为功的治理变革。未来，唯有以安全为底 线、以标准建设为突破，持续完善制度体系，强化技术赋能，才能真正打破"信息孤岛"的桎梏，让政务 数据在合规、有序的轨道上自由流动，为高质量发展注入源源不断的活力。 国务院总理李强5月9日主持召开国务院常务会议，审议通过《政务数据共享条例（草案）》（以下简称 《条例》）。 作为建设数字政府、提升行政效能的重要一环，《条例》首次以行政法规的形式明确政务数据共享的相 关内容，标志着我国政务数据共享工作迈上新台阶。 在数字时代浪潮的冲击下，政务数据已成为构建现代化国家治理体系的关键生产 ...

Group 1 - The State Council has approved the draft of the "Regulations on Government Data Sharing," aiming to break down data barriers while ensuring data security, promoting more inclusive and convenient public services [1] - The National Development and Reform Commission has released the "China Business Environment Development Report (2025)," highlighting that data is a core driver of continuous economic innovation and is crucial for improving operational efficiency [1] - With the advancement of government data sharing, data governance service providers and privacy computing technology companies are expected to see growth opportunities, benefiting cloud computing, big data platforms, and data security technology companies [1] Group 2 - Huatai Securities emphasizes the importance of a data circulation infrastructure that connects multiple parties to realize shared data resources, which is essential for building a unified national data market [2] - The director of the China Academy of Information and Communications Technology stated that government data involves key areas such as national economic operation and public welfare, and that data sharing must prioritize data security and personal information protection [2] Group 3 - Aofei Data is a professional data center operator and telecommunications service provider, having built multiple self-owned data centers in South China and operating numerous high-standard data centers nationwide [3] - Data Harbor offers customized planning, design, system integration, and operational management services to meet unique data center service needs, achieving superior energy efficiency compared to traditional data centers [3] - Inspur Information has developed a product portfolio that includes general servers, AI servers, edge servers, storage, and switches, focusing on both centralized and distributed server applications to enhance industry chain collaboration [3]

Group 1 - The State Council of China, led by Premier Li Qiang, approved the draft of the "Regulations on Government Data Sharing," aiming to enhance public services and create a unified national government big data system [3] - The People's Bank of China announced a new loan program for service consumption and elderly care, with a total quota of 500 billion yuan and an interest rate of 1.5% [7] - The People's Bank of China released the first quarter monetary policy report for 2025, indicating a moderately loose monetary policy to support economic recovery [8] Group 2 - The G20 Trade and Investment Working Group held its second meeting, discussing global trade challenges and criticizing unilateral tariff policies by the U.S. government [6] - Panasonic announced plans to cut approximately 10,000 jobs globally, including 5,000 in Japan, as part of a strategy to terminate unprofitable businesses [18] - Tencent launched a new open-source video generation tool, indicating ongoing innovation in the multi-modal video technology sector [23] Group 3 - Alibaba's founder Jack Ma visited the company's headquarters to encourage employees to maintain their entrepreneurial spirit [17] - The Chinese government is intensifying efforts to combat the smuggling of strategic minerals, emphasizing the importance of resource export control for national security [12] - The China Securities Regulatory Commission and the Ministry of Finance are seeking public opinions on the revised draft of the "Securities Settlement Risk Fund Management Measures" [10]