作为数字经济的重要引擎，平台经济正加速向专业化、智能化方向演进。南京凯奥思数据技术有限 公司推出的全国首个数据要素创新示范平台——"超思"设备精护平台，聚焦工业设备预测性维护领域， 依托物联网传感器实时采集振动、温度等多维运行数据，融合边缘计算与云端大数据建模技术，构建 起"远程监控—智能预警—自动诊断—主动运维"的全链条闭环服务体系。 在数据要素市场化配置改革方面，南京也走在前列。本次共有4个来自南京的案例入选该类别。针 对水利行业数据孤岛、标准不一、共享不畅等问题，南京中禹智慧水利研究院有限公司创新打造以数据 要素底板为基础，模型、知识平台为核心，以"无/少代码"一体化智能应用搭建环境的智能中枢，支撑水 利业务场景实现"历史可重现、现实可演绎、未来可预知"，同时归集水利数字资源统一封装，基于资产 化管理为各企事业单位搭建核心技术和产品线上交易平台。 值得一提的是，雨花台区作为南京数字经济发展核心承载区，集聚涉软企业超4800家、软件从业 人员37万余人，2025年软件业务收入突破3000亿元，占全市35%、全省20%，成为全省软件产业发展 的"压舱石"。此次该区有6个案例入选，占全市入选数量的三分之一，表 ...

Core Viewpoint - The Daqin Railway is expected to complete a coal transportation volume of 516 million tons this year, significantly contributing to China's coal supply during winter while also improving transportation efficiency. Group 1: Transportation Capacity and Efficiency - The Daqin Railway accounts for over 20% of national coal transportation and is a key channel for coal supply, with an expected coal transport volume of 516 million tons this year [1] - The Daqin Railway has implemented significant upgrades since 2003, including a wireless control system that allows for the connection of long, heavy trains, overcoming previous limitations [3][6] - The railway has achieved a daily transport volume of 1.3 million tons since November, ensuring coal supply for the winter and spring [6] Group 2: Technological Innovations - The introduction of heavy-duty steel tracks and advanced welding techniques has improved the stability and safety of train operations, allowing for smoother rides and reduced damage to the infrastructure [4] - The Daqin Railway has adopted big data and artificial intelligence to enhance operational efficiency, including an automatic driving assistance system for managing long train compositions [8][10] - The integration of real-time monitoring data from various transport units at Qinhuangdao Port has streamlined operations and reduced communication costs [10] Group 3: Impact on Energy Supply - The Daqin Railway's capacity to transport 450 million tons annually plays a crucial role in ensuring national energy security and supporting economic development [10] - Adequate power resources from coal supply are projected to meet the electricity demands of over 500 industrial enterprises in Zhucheng, with an expected output of 70 million kilowatt-hours this winter and spring [12] - Reliable power supply from coal resources is also essential for supporting 3.2 million households in Suqian [14]

Core Insights - The article discusses the significant talent gap in the data sector, emphasizing the need for specialized graduates in data science and digital economy fields to meet market demands [1][4][5]. Group 1: Talent Demand and Supply - As of the end of 2024, China's digital economy talent pool is projected to reach 32.86 million, while the demand is approximately 65 million, resulting in a talent gap exceeding 32 million [4]. - The shortage of high-level composite talents is particularly severe, with only about 40,000 graduates annually from data science and big data technology programs, which is insufficient to fill the gap [5][6]. - The demand for data labeling professionals is also expected to reach a million-level shortage in the next five years [4]. Group 2: Educational Policy and Professional Development - The National Development and Reform Commission and other departments issued an opinion to enhance the construction of data-related disciplines and talent cultivation models [1][12]. - The opinion emphasizes the importance of integrating data-related disciplines and strengthening vocational education in the data industry [1][12]. - The establishment of a national data vocational education teaching guidance committee is proposed to align educational outcomes with market needs [13]. Group 3: Curriculum and Professional Focus - The article highlights the need for differentiated professional settings based on institutional characteristics and local industry demands, suggesting that non-technical colleges may focus on "data+" programs rather than solely data science [9][11]. - It is recommended to cultivate data technology talents, data industry talents, and data legal talents to form a comprehensive talent cultivation chain [7][8]. - The focus on practical education through industry collaboration is emphasized, with suggestions for enterprises to participate in vocational education and create real-world application scenarios for students [14].

2021年10月，中国证监会在广州地区启动资本市场金融科技创新试点工作。证券时报记者从广东证监局 获悉，近几年来，该项创新试点工作取得斐然成效，发现并催生了一批顺应行业数字化转型趋势、具备 创新应用价值的金融科技项目。 在首批试点项目中，广州地区推荐的16个试点项目有13个获通过，通过率81.25%，在全部试点城市中 排名第一。截至今年，首批13个项目落地实施进展顺利，在服务实体经济、提升市场效率、增强监管能 力、保障金融安全等方面取得积极成效。 值得一提的是，广州首批试点中的3个项目还入选了全国"数据要素×资本市场"专项试点，2025年8月， 又推荐了13个项目参与第二批专项试点。在2025年"数据要素×"大赛广东分赛中，广发证券"数据要素赋 能券商财富经纪业务数字化智能运营服务"项目斩获金融服务赛道技术创新奖，成为省内证券期货业唯 一获奖项目。 据了解，广东证监局一直将广发证券数据要素管理和应用能力建设作为数字化转型重点工程培育，此次 广发证券参选项目获奖，也标志着其数据要素赋能业务数字化转型已形成最佳典型实践，具有示范引领 作用，代表广东辖区证券经营机构在数据要素管理和应用方面率先达到国内领先水平。 以 ...

Group 1 - The Ministry of Human Resources and Social Security has launched pilot programs in 39 cities, including Ningbo, to promote the integration of human resource services with the manufacturing industry, aiming to enhance the supply of human resources and improve the utilization of talent in manufacturing [1] - Ningbo, as a manufacturing hub, has accumulated rich experience in human resource service innovation, with over 60% of projects focusing on manufacturing scenarios, effectively improving the precision of talent services [1] - The pilot cities, represented by Ningbo, have a solid manufacturing foundation and diverse service formats, which are expected to achieve breakthroughs in service products, matching models, and platform mechanisms, exploring replicable and scalable new paths [1] Group 2 - There is a pressing issue of talent recruitment in the manufacturing sector, characterized by a structural talent shortage due to the rapid demand for skilled personnel in emerging industries, while some industrial workers struggle to find employment [2] - To address the mismatch between talent supply and demand, it is essential to leverage human resource services as a bridge, creating a comprehensive service system that utilizes AI and big data for precise matching of job positions and technical talent [2] - Vocational education must closely align with industry needs, focusing on practical skills and addressing the disconnect between education and employment to alleviate the talent shortage in manufacturing [2] Group 3 - Companies should focus on both recruitment and talent development, emphasizing the importance of nurturing talent internally through initiatives like joint laboratories and targeted training programs to reduce the adaptation period for graduates [3] - Such initiatives not only address the shortage of technical talent but also enhance employee loyalty and sense of belonging to the company, creating a win-win situation [3]

在首批试点项目中，广州地区推荐的16个试点项目有13个获通过，通过率81.25%，在全部试点城市中 排名第一。截至今年，首批13个项目落地实施进展顺利，在服务实体经济、提升市场效率、增强监管能 力、保障金融安全等方面取得积极成效。 2021年10月，中国证监会在广州地区启动资本市场金融科技创新试点工作。证券时报记者从广东证监局 获悉，近几年来，该项创新试点工作取得斐然成效，发现并催生了一批顺应行业数字化转型趋势、具备 创新应用价值的金融科技项目。 以"基于大数据及区块链技术的中小企业ABS（资产支撑证券化）融资服务平台"项目为例，该项目将中 小企业回款周期从1到2年缩短至2个月左右，发行ABS产品可节约2周以上时间，发行效率提升1/3以 上，有效助力解决中小企业融资难。 从广州试点申报项目看，行业机构的技术运用覆盖了人工智能、大数据、云计算、区块链等，金融科技 应用水平进一步提高。同时，行业机构以参与试点为契机，加大科技投入，推进自主可控服务器、操作 系统、数据库等软硬件设施设备落地运用，进一步夯实完善数字化转型基础。 值得一提的是，广州首批试点中的3个项目还入选了全国"数据要素×资本市场"专项试点，2025 ...

Core Insights - The software industry in China has shown robust growth in revenue and profit, with a total software business revenue of 1,251.04 billion yuan, marking a year-on-year increase of 13.2% [1] - The total profit of the software industry reached 157.21 billion yuan, reflecting a year-on-year growth of 7.7% [1] - Software exports amounted to 51.09 billion USD, with a year-on-year increase of 6.7%, maintaining positive growth for eight consecutive months [1] Revenue Breakdown - Software product revenue reached 265.04 billion yuan, growing by 11.2% year-on-year, accounting for 21.2% of the total industry revenue [1] - Basic software product revenue was 15.83 billion yuan, with a growth rate of 12.0% [1] - Industrial software product revenue stood at 26.19 billion yuan, increasing by 9.9% [1] Information Technology Services - Revenue from information technology services was 860.53 billion yuan, showing a year-on-year growth of 14.4%, representing 68.8% of the total industry revenue [1] - Cloud computing and big data services generated 130.78 billion yuan, with a growth of 13.4% [1] - Integrated circuit design revenue reached 35.91 billion yuan, growing by 17.2% [1] - E-commerce platform technology service revenue was 115.76 billion yuan, increasing by 12.1% [1] Other Revenue Streams - Revenue from information security products and services was 18.10 billion yuan [1] - Revenue from embedded system software was 107.36 billion yuan [1]

Core Viewpoint - The 20th Central Committee of the Communist Party of China emphasizes the integrated advancement of education, technology, and talent development as foundational and strategic support for building a modern socialist country [1] Group 1: Integration of Education, Technology, and Talent - The integration of education and technology is essential for cultivating high-end talent and driving innovation [2] - A systematic transformation of technological innovation activities into high-quality educational resources is necessary, creating a virtuous cycle of "technology supporting teaching, teaching feeding back into research, and results serving society" [2] - Establishing a dual empowerment model where research resources serve teaching and teaching practices feed back into research can enhance the scientific, cutting-edge, and practical nature of educational content [2][3] Group 2: Industry-Education Integration - Education serves as a strategic link for transforming technological achievements and promoting industrial upgrades [4] - A dynamic and open educational system must be established, focusing on industry needs and transitioning from "learning for application" to "learning through application" [4] - The establishment of a professional dynamic adjustment mechanism is crucial to align educational offerings with high-level technological self-reliance and industrial upgrade strategies [4] Group 3: Talent Ecosystem Development - Talent acts as a bridge connecting technology, industry, and education, and is the core engine driving the mutual promotion of these elements [7] - A comprehensive development system for talent that includes attracting, nurturing, utilizing, and retaining talent is essential for enhancing innovation efficiency [7] - The establishment of a "knowledge-capability-quality" three-dimensional talent cultivation system is necessary to ensure a precise match between talent supply and industry demand [7] Group 4: Digital Empowerment and Evaluation - Leveraging new information technologies such as artificial intelligence and big data can enhance the evaluation of talent, integrating formative, summative, and value-added assessments [8] - The deep coupling of education, technology, and talent forms a new paradigm for talent cultivation, necessitating the breaking down of barriers and strengthening linkages between education and industry [8]

Core Insights - The company, Zhongmiao Holdings, won the "Most Investable Company" award at the 10th Zhitong Financial Capital Market Annual Conference, reflecting strong market confidence in its strategic direction and growth potential [1][3]. Business Strategy and Growth - Zhongmiao Holdings focuses on two main areas: insurance distribution and technology services, utilizing an ecosystem model to drive innovation and provide professional solutions for the Chinese market [4]. - The company has established a differentiated strategy of "Technology + Scenarios + Ecosystem," aiming to break the industry’s homogenization and transform from a "product distributor" to an "ecosystem builder" [4]. - The company has developed a competitive core business segment by deepening its insurance agency services for both family and enterprise scenarios, offering a one-stop service from product consultation to rapid claims processing [4]. Technological Innovation - The company has invested in cutting-edge technologies such as AI, big data, and blockchain, which support the digital upgrade of insurance services and have led to the creation of standardized tech products like smart claims and risk reduction solutions [4][5]. - The "Zhibao Jiepei," an AI-driven insurance service system developed by the company, has been successfully implemented in multiple insurance firms, enhancing risk management and operational efficiency [5]. Financial Performance - In 2024, the company achieved a revenue of 206 million RMB, a year-on-year increase of 18.3%, and a net profit of 46.66 million RMB, up 15.6% [7]. - For the first half of 2025, the company reported a revenue of 114 million RMB and a net profit of 25.06 million RMB, reflecting year-on-year growth of 28.4% and 16.2%, respectively [8]. Strategic Acquisitions - In August 2025, the company acquired a 55% stake in Beijing Kechuang Rongxin Technology Co., Ltd. for 165 million RMB, marking a strategic move into the digital services sector for banks and financial institutions [6]. - This acquisition allows the company to leverage its technological capabilities alongside the banking expertise of Kechuang Rongxin, facilitating the development of cross-industry financial digital products [6]. Market Outlook - The recognition as the "Most Investable Company" underscores the company's strategic determination and execution capabilities, positioning it as a significant growth entity in the Hong Kong insurance technology sector [8]. - With ongoing technological empowerment and ecosystem development, the company is expected to continue creating substantial value for shareholders, clients, and the industry [8].

Core Insights - The demand for data center CPUs in the U.S. is projected to grow steadily from $5.2 billion in 2025 to $10.6 billion by 2035, with a compound annual growth rate (CAGR) of 7.4% [2][4][11] - The growth is driven by the increasing needs for cloud computing, big data, and AI applications, necessitating high-performance CPUs to manage large-scale data storage, processing, and transmission [2][5][10] - The expansion of data centers to support rising internet traffic, enterprise computing, and edge computing further fuels the demand for high-performance CPUs [2][5][10] Demand Growth - From 2025 to 2030, the demand for data center CPUs is expected to increase from $5.2 billion to $5.6 billion, primarily due to the ongoing expansion of cloud services and data storage infrastructure [4][5] - The period from 2030 to 2035 will see a significant acceleration in demand, with projections indicating growth from $5.6 billion to $10.6 billion, driven by increased data traffic, AI integration, and edge computing needs [4][5] Key Drivers - The continuous rise in data traffic and the growing adoption of cloud solutions by enterprises and consumers are key factors driving the demand for data center CPUs [5][11] - The shift towards high-performance, energy-efficient computing solutions is becoming increasingly important as companies seek to reduce operational costs and enhance sustainability [6][11] Market Segmentation - Demand for data center CPUs is segmented by core count, component type, and server form factor [6] - The demand is categorized into 16-core, 4-core, 8-core, 32-core, and 64-core CPUs, with 16-core CPUs accounting for 28% of the demand due to their balance of performance and cost [7][9] - x86 processors dominate the market, representing 72.5% of the demand, favored for their compatibility with various applications and operating systems [9] Regional Insights - The Western U.S. leads in demand growth for data center CPUs, with a CAGR of 8.5%, driven by the concentration of major cloud service providers and tech companies [16][17] - The Southern U.S. follows with a CAGR of 7.6%, supported by the growth of data center industries in states like Texas and Florida [17] - The Northeast and Midwest regions show stable growth rates of 6.8% and 5.9%, respectively, with demand driven by financial, healthcare, and manufacturing sectors [18][19] Industry Players - Major players in the U.S. data center CPU market include AMD, AWS, NVIDIA, Oracle, and Intel, with AMD holding an 18.9% market share [20] - AWS offers custom-designed processors, while NVIDIA is recognized for its GPUs and growing presence in the CPU market for AI workloads [20] - Intel continues to dominate with its Xeon processors, known for reliability and scalability in data centers [20]