Group 1 - The National Data Bureau has launched a plan to develop and utilize public data resources, aiming to create 70 key demonstration scenarios to enhance the supply, circulation, and utilization of public data [1][2] - The first batch of 18 scenarios will be implemented by October 2024, focusing on smart cities and industrial upgrades, followed by a second batch of 20 scenarios in February 2025, covering healthcare and ecological governance [1] - The newly added 32 scenarios this year include areas such as smart agriculture, emergency rescue on highways, and data-driven precision medicine, forming a tiered development structure of "three batches of 70 scenarios" [1] Group 2 - Public data, generated by government departments and public enterprises, spans various fields and is characterized by its authority, large scale, and dynamic updates, serving as a "digital mirror" of economic and social operations [2] - The implementation of the 70 benchmark scenarios is expected to drive local economic development and industrial transformation, with specific examples like the smart tourism recommendation system in Xi'an optimizing resource allocation in the tourism sector [2] - The Central Government has issued a systematic deployment plan for public data resource development, with multiple policy measures introduced this year to promote public data utilization [2][3] Group 3 - A national public data resource registration platform was launched on March 1, with seven provinces completing the integration of provincial platforms, enabling information interconnectivity and unified coding [3] - The National Data Bureau has outlined four key requirements to enhance the development and utilization of public data, focusing on market-oriented approaches, infrastructure connectivity, and the cultivation of an open and innovative data industry ecosystem [3] - The ongoing market-oriented reform of public data is seen as a core engine for high-quality development, with the 70 benchmark scenarios expected to reshape economic and social operation paradigms [4]

Group 1 - The core viewpoint is that the construction of a digital China is at a critical juncture, transitioning from digitization to intelligence, which will open a new chapter in development [1] - Artificial intelligence (AI) applications are identified as a key engine accelerating the construction of digital China, with 2023 being marked as the year of large-scale AI application, driven by new open-source AI technologies like DeepSeek [1] - The focus of AI application has shifted from computing power and algorithms to data elements due to explosive demand growth [1] Group 2 - The development of AI requires strengthening technological breakthroughs and promoting the intelligent upgrade of digital information infrastructure, with China Telecom achieving significant advancements in key technologies [1] - China Telecom has launched the world's first intelligent computing Ascend super node in Shaoguan, Guangdong, showcasing its full-stack cloud technology and product system [1] - The explosive growth of intelligent computing poses challenges to energy supply, necessitating innovations in AI energy-saving technologies and the integration of computing power with energy and communication [1] Group 3 - Common security issues facing the industry include cultural value biases from data bias, sensitive information leaks from model training, risks of model misalignment, and the proliferation of false information due to deep fakes [2] - To address these security challenges, China Telecom plans to integrate quantum technology into cloud network infrastructure and accelerate the construction of quantum backbone networks and metropolitan area networks in key cities [2] - An open and win-win cooperation framework is essential for promoting the construction of digital China, with a focus on inclusive computing power, open-source models, data flow, and open scenarios as key drivers for innovation in the AI industry [2]

Core Insights - The construction of a digital China is at a critical juncture, transitioning from digitization to intelligence, which will open a new chapter in development [3] - Artificial intelligence (AI) applications are becoming a crucial engine for accelerating the construction of digital China, with 2023 being recognized as the year of large-scale AI application [3] - The focus of AI application has shifted from computing power and algorithms to data quality, which is essential for high-quality applications [3] Group 1 - AI applications are significantly driven by new open-source technologies like DeepSeek, which lower the barriers for computing power and algorithms, thus promoting the widespread adoption of large models [3] - China Telecom has launched the world's first intelligent computing super node in Shaoguan, Guangdong, marking a significant leap in both the quality and quantity of intelligent computing supply [3] - The explosive growth of intelligent computing poses challenges to energy supply, necessitating innovations in energy-saving technologies and the integration of computing power with energy and communication [3] Group 2 - The importance of security in high-quality development is increasingly highlighted in the AI era, with China Telecom establishing a comprehensive protection system from infrastructure to data, content, algorithms, and applications [4] - Building an open and win-win cooperation framework is essential for advancing the construction of digital China, requiring extensive collaboration across various industries and fields [4] - China Telecom emphasizes the principles of openness, sharing, and cooperative win-win, enhancing collaboration in technology, cloud networks, data, and scenarios with partners and customers [4]

Core Viewpoint - The National Data Bureau emphasizes the importance of accelerating the construction of Digital China by leveraging unprecedented opportunities brought by artificial intelligence, promoting market-oriented data factor allocation reform, and synchronizing the "AI+" initiative [1] Group 1: High-Quality Data Supply - The National Data Bureau aims to continuously promote high-quality data supply by integrating data factors with AI, technological innovation, and industrial development [1] - The focus will be on building high-quality data sets for industries to provide a solid data foundation for AI technology innovation and application [1] - The goal is to ensure that the construction and promotion of high-quality data sets align with the implementation of the "AI+" initiative [1] Group 2: Computing Power Infrastructure - The Bureau plans to systematically advance the construction of a national integrated computing power network [1] - An innovative mechanism for coordinating computing power and electricity will be developed, promoting integrated, centralized, and green development of computing facilities [1] - The target is to ensure that over 60% of new computing power is concentrated at national hub nodes, with more than 80% of electricity used in new large data centers coming from green sources [1] Group 3: Data Circulation and Trading - The Bureau will vigorously promote the market-oriented valuation of data factors and refine the three rights division scheme for data property rights [1] - Efforts will be made to cultivate a national integrated data market and establish a standard system for data circulation and trading [1] - The initiative includes detailing circulation and trading rules, promoting the release of standard demonstration contracts for data circulation and trading, and enhancing data infrastructure to facilitate cross-entity, cross-industry, and cross-domain data collaboration and reuse [1]

金十数据4月29日讯，记者从4月29日在福建福州开幕的第八届数字中国建设峰会上获悉，2024年，我国 数字经济提档加速，数字经济核心产业增加值占GDP比重10%左右。数据要素市场日趋活跃，数据生产 总量达41.06ZB，同比增长25%。数字基础设施不断扩容提速，数字中国建设加快推进。 （新华社） 2024年我国数据生产总量同比增长25% ...

Group 1 - The issuance of the special treasury bonds by central financial institutions has been completed, with a total amount of 165 billion yuan and a fixed interest rate of 1.45% [1] - The 8th Digital China Construction Summit will be held from April 29 to May 4, focusing on key topics such as marketization of data elements and digital empowerment of the real economy [2] - A total of 6.08 billion shares from 16 companies will be unlocked today, with a total market value of 12.567 billion yuan, highlighting significant unlock volumes from companies like Chuaneng Power and Jingdong A [3] Group 2 - 91 companies have disclosed stock repurchase progress, with 73 companies announcing new repurchase plans, including significant amounts from SF Holding and XCMG Machinery [4] - A total of 220.5 billion yuan in 7-day reverse repos will mature today, with an operation rate of 1.5% [5] - Economic indicators such as the Eurozone Economic Sentiment Index and the US FHFA House Price Index will be released [6]

截至2025年3月28日收盘，苏州科达（603660）报收于7.13元，较上周的7.61元下跌6.31%。本周，苏州 科达3月24日盘中最高价报7.66元。3月28日盘中最低价报7.1元。苏州科达当前最新总市值37.84亿元， 在计算机设备板块市值排名53/84，在两市A股市值排名3554/5140。 本周关注点 机构调研要点 3月19日特定对象调研,机构策略会,电话会议,投资者留言板 问：公司下一步的业务规划是什么？答：公司将紧跟数字中国建设和国内信创产业发展的战略方向，推 进产品和解决方案的优化与迭代，提升公司整体运营效率，实现高质量的可持续发展。海外市场方面， 公司制定了明确的发展战略，预计今明两年海外收入规模有望进一步快速提升。此外，公司正积极开拓 政府以外的音视频产品和解决方案应用场景与市场机会。 问：公司后续海外业务如何持续发力？答：从2023年开始，公司在海外业务布局取得进展，2024年新设 了两个分支机构加大区域营销力度，并正筹划设立海外智能制造中心。为了使海外业务持续快速健康发 展，公司制定了明确的战略，预计今明两年海外业务收入规模有望进一步快速提升。 问：公司自研的算力服务器的相关情况？答 ...