Group 1 - The 2025 China International Big Data Industry Expo will be held from August 28 to 30 in Guiyang, Guizhou Province, organized by the National Data Bureau and the Guizhou Provincial Government [1] - The theme of the expo is "Data Aggregates Industrial Momentum, Intelligent Initiates New Development Chapters," focusing on showcasing the integration of data elements and artificial intelligence technology [1] - The expo aims to promote the efficient aggregation and value release of data resources, injecting strong momentum into industrial upgrading and high-quality economic development [1] Group 2 - The expo emphasizes three main characteristics: internationalization, specialization, and industrialization [2] - An international supply-demand docking cooperation exhibition area will be established to facilitate international exchanges and provide digital solutions [2] - The event will feature specialized exhibition areas for data infrastructure, data trading, and artificial intelligence, along with discussions on market-oriented reforms of data elements [2] Group 3 - The expo will host over 20 exchange activities focusing on data elements, data industry, digital economy, data infrastructure, and international cooperation [3] - Six themed exhibition halls will be set up to showcase new technologies, products, solutions, and applications in the digital economy [3] - Various activities such as customized exhibitions, technical seminars, and enterprise result releases will be organized to promote deep integration between the real economy and digital economy [3]

Core Viewpoint - The National Data Bureau emphasizes the importance of market-oriented reform in data element allocation and the simultaneous advancement of the "Artificial Intelligence +" initiative, aiming to create a synergistic effect in the data ecosystem [1] Group 1: Market-Oriented Reform - The National Data Bureau plans to leverage effective market mechanisms and proactive government roles to stimulate the vitality of data elements through institutional innovation [1] - The focus will be on building infrastructure to ensure data circulation and sharing, which is crucial for the development of a robust data economy [1] Group 2: Data Ecosystem Development - The goal is to establish a closed-loop ecosystem that integrates "data labeling + high-quality data sets + models + application scenarios + market value realization" [1] - This comprehensive approach aims to enhance the overall efficiency and effectiveness of data utilization in various sectors [1]

Core Viewpoint - The 2025 Data Expo will be held from August 28 to 30 in Guiyang, organized by the National Bureau of Statistics and the Guizhou Provincial Government, focusing on the theme of "market-oriented allocation reform of data elements" [1] Group 1: Event Details - The event will feature specialized exhibition areas for data infrastructure, data trading, and artificial intelligence [1] - Activities will include the "National Integrated Data Market" and the release of new policies, typical cases, and pilot demonstrations [1]

Core Viewpoint - Shenzhen is set to deepen its comprehensive reform pilot program, as highlighted in the recent policy document issued by the central government, which aims to enhance high-quality development and provide replicable experiences for other regions in China [1][2][6]. Group 1: Reform Acceleration - The new policy document represents a "second acceleration" of Shenzhen's comprehensive reform pilot, building on the achievements of the previous five years [2][3]. - Shenzhen has implemented 48 reform measures that have been promoted by the National Development and Reform Commission, showcasing its role as a model for reform [2][3]. Group 2: Key Areas of Focus - The document emphasizes four key areas: integrated reform of education, technology, and talent systems; empowering the real economy through finance, technology, and data; establishing a higher-level open economy; and improving governance models [3][5]. - The first focus area highlights the need for efficient collaboration between education, technology, and talent, aiming to create a comprehensive mechanism for talent cultivation, technological research, and industrial transformation [3][4]. Group 3: Financial and Economic Empowerment - Specific measures include enhancing financial services for the real economy, innovating support mechanisms for emerging industries, and deepening market-oriented reforms for data elements [5][6]. - The document aims to optimize trade and improve the facilitation of personnel movement, reflecting Shenzhen's strategic focus on adapting to new foreign trade conditions [6][7]. Group 4: Contribution to National Strategy - The policy aims to create more replicable and scalable experiences that can contribute to the construction of a modern socialist country and enhance Shenzhen's role in the Guangdong-Hong Kong-Macao Greater Bay Area [6][7]. - The document also indicates a shift towards deeper integration of financial markets, allowing companies listed on the Hong Kong Stock Exchange to also list on the Shenzhen Stock Exchange, which could enhance capital market connectivity [7].

Core Viewpoint - Nantong City is prioritizing the development of the digital economy by promoting the market-oriented allocation of data elements and enhancing the utilization of public data, aiming to build a comprehensive data industry ecosystem and strengthen the digital economy [1] Group 1: Enhancing Data Supply Capacity - Nantong City has successfully validated 10 primary indicators, 30 secondary indicators, and 96 tertiary indicators for the CR21021 underground defense project, streamlining the planning and human defense processes [2] - The city is implementing a "one account" approach for public data, introducing scenario models to enhance the efficiency of data supply across multiple departments and levels [2] - Over 33,000 public data resource directories have been compiled, with 38,300 shareable resources and 31,800 open resources published, aiming to leverage high-value public data sets to empower enterprise development [2] Group 2: Exploring Data Monetization - The first successful issuance of data asset securitization in China occurred with the listing of the Ping An-Rugao Phase 1 Asset-Backed Special Plan, amounting to 130 million yuan [3] - Nantong City is focusing on the development and utilization of state-owned enterprise data assets, with 15 data products launched on the Jiangsu Provincial Data Exchange, totaling 24.6458 million yuan from 17 state-owned enterprises [3] - The city plans to create over 30 exemplary data products and services within the year, establishing a pathway for the valuation, accounting, and trading of data resources [3] Group 3: Building a Data Development Ecosystem - The "Fangzhi Cloud" AI platform has been developed to provide one-stop services for over 500 merchants, significantly reducing the cost of design services [4] - Nantong City has established a trusted data space for the home textile industry, exploring solutions for value co-creation and mutual benefits [4] - The "Action Plan for Promoting High-Quality Development of the Data Industry" aims for an annual growth rate of over 20% in the data industry, targeting the establishment of 100 data enterprises and 200 typical data products within three years [4]

Core Viewpoint - The National Data Bureau emphasizes the need to advance the market-oriented allocation reform of data elements, aiming to enhance the development and utilization of data resources [1] Group 1: Data Market Reform - The government aims to establish a sound data infrastructure and policy environment to support the market-oriented allocation of data elements [1] - There is a focus on building a credible data space to ensure efficient and trustworthy data circulation [1] - The initiative includes promoting the practical application of data in various scenarios to demonstrate the value of public data [1] Group 2: Data Industry Development - The government plans to leverage market mechanisms to optimize both on-market and off-market transactions, creating a unified national data market [1] - There is a strong emphasis on nurturing the data industry and supporting the growth of various data enterprises [1] - The initiative aims to enhance services related to data utilization and industry development [1] Group 3: Data and AI Integration - The government is focused on enabling data to empower artificial intelligence development, accelerating the construction of high-quality data sets [1] - The goal is to facilitate the deep application of AI large models across various industry sectors [1]

Core Viewpoint - The article emphasizes the importance of advancing the market-oriented reform of data resource allocation and the establishment of a robust data infrastructure to enhance the utilization of data resources in Shaanxi province [1] Group 1: Data Resource Development - The National Development and Reform Commission aims to promote the market-oriented allocation of data elements and implement a comprehensive approach to data resource development and utilization [1] - There is a focus on building a sound policy environment and foundational systems for data [1] Group 2: Infrastructure and Trust - The establishment of credible data spaces and infrastructure is crucial for ensuring the trustworthy and efficient circulation of data [1] - The article highlights the need for effective data infrastructure to support the development of the data industry [1] Group 3: Application and Market Mechanism - The promotion of practical applications of data in various scenarios is essential to leverage the role of data elements and public data [1] - The article discusses the importance of utilizing market mechanisms to manage both on-market and off-market transactions, aiming to create a unified national data market [1] Group 4: Industry Support - There is a strong emphasis on nurturing the data industry and supporting the growth of various data enterprises [1] - The article calls for proactive service measures to assist in the development of the data sector [1]

Core Viewpoint - The article discusses the recent issuance of the "Opinions on Deepening Reform and Innovation in Shenzhen Comprehensive Reform Pilot" by the central government, which provides significant reform measures for Shenzhen as it approaches its 45th anniversary as an economic special zone. The measures are seen as highly valuable and impactful, potentially surpassing previous policies introduced during the 40th anniversary [1]. Group 1: Major Reform Tasks - Shenzhen will implement a series of major reform tasks focusing on four areas: innovation in education and technology talent systems, deep integration of innovation, industry, finance, and talent, expansion of cooperation with Hong Kong and Macau, and the construction of a modern international innovative city [2]. - A key reform initiative is the integrated reform of education, technology, and talent systems, aimed at establishing Shenzhen as a globally influential industrial and technological innovation center [2]. Group 2: Economic Development and Integration - The "four chains" integration (finance, technology, data, and talent) is highlighted as an important experience for Shenzhen's industrial development, with a focus on empowering high-quality economic growth through financial and technological advancements [2]. - The article mentions specific measures to attract insurance funds for investment in technology innovation, indicating a proactive approach to financial integration [2]. Group 3: Expansion of Open Policies - Shenzhen aims to enhance its openness by innovating and improving service trade, with plans to develop high-end service export bases in various sectors such as gaming, software outsourcing, and international logistics [3][4]. - The goal is to build a more globally influential modern international metropolis, with a focus on deepening digital government reforms and improving social governance through AI applications [4]. Group 4: Market Access and Resource Allocation - Shenzhen will further relax market access, exploring new mechanisms for artificial intelligence-assisted medical devices and enhancing low-altitude flight service systems [5]. - The city plans to implement 24 special measures to facilitate market access, particularly in AI, smart vehicles, and medical fields, while also promoting a "sandbox regulatory" approach [5]. Group 5: International Standards and Business Environment - Shenzhen will align with international high-standard trade rules, using the Qianhai-Shekou Free Trade Zone as a testing ground for these standards [6]. - The city aims to optimize its business environment by creating a first-class regulatory framework, legal environment, industrial ecosystem, and urban environment, which has already earned it recognition as a top city for business environment in China [7].

Group 1 - The "Opinions" issued by the Central Committee and the State Council aim to deepen reform and expand openness in Shenzhen, enhancing its role in the Guangdong-Hong Kong-Macao Greater Bay Area and contributing to the modernization of the country [1] - The Opinions emphasize the need to improve financial services for the real economy, supporting Shenzhen in conducting integrated financial pilot projects for technology industries [1] - The Opinions propose reforms for the market-oriented allocation of data elements, including the establishment of trading rules and standards, and support for data trading and distribution mechanisms [1] Group 2 - Shenzhen-based company Dongfang Jiasheng Supply Chain Co., Ltd. aligns its business with the Opinions, focusing on data element marketization and service trade innovation [2] - Dongfang Jiasheng leverages its position in the Qianhai Free Trade Zone and Yantian Bonded Zone to implement a global center warehouse model for integrated storage management [2] - The company is experiencing rapid growth in its cross-border e-commerce logistics business, with a focus on building a multimodal transport network [2] Group 3 - Shenzhen-based company Shenkeda specializes in manufacturing new display process equipment for consumer electronics and semiconductor packaging, showcasing strong competitive advantages in the AI and advanced manufacturing sectors [3] - Shenkeda has established extensive collaborations with well-known domestic and international consumer electronics manufacturers, creating a robust industrial ecosystem [3] - The company is positioned to play a significant role in the implementation of policies, contributing to the advancement of new industries in Shenzhen and invigorating regional economic development [3]

Group 1 - The China Securities Big Data Industry Index (930902) has seen a 0.23% increase as of June 11, 2025, with notable gains from companies such as Zhongke Shuguang (up 2.83%) and Xindian Software (up 2.04%) [1] - The Data ETF (516000) has risen by 0.11%, with a recent price of 0.91 yuan, and has accumulated a 2.36% increase over the past week [1] - In terms of liquidity, the Data ETF recorded a turnover of 5.22% with a transaction volume of 25.76 million yuan, and has seen a net inflow of 62.72 million yuan over the last five trading days [1] Group 2 - Changjiang Securities believes that the marketization reform of data elements is entering a "deep water zone," indicating that an industrial turning point may be approaching [2] - The value of data as a new production factor relies on the improvement of circulation mechanisms, with current issues related to data ownership and security compliance still prominent [2] - The Data ETF closely tracks the China Securities Big Data Industry Index, which includes companies involved in big data storage, analysis, and applications, benefiting from policies related to data asset recognition and public data openness [2]