来源：中国新闻网 中新网福州5月2日电 (记者 蔡敏婕)随着人工智能进入大模型时代，高质量数据集成为核心要素。第八 届数字中国建设峰会近日在福建省福州市举行。在数据要素安全与流通基础设施分论坛上，人工智能与 数据流通的融合发展成为核心议题。 北京大学信息科学与技术学部主任梅宏认为，发展数字经济的关键是数据要素市场的培育与形成。我国 数据要素化尚处起步探索阶段，在资产地位、权属确权、流通交易、利益分配和安全隐私等方面存在诸 多障碍。迫切需要构建安全可信的流通基础设施，从技术、制度、生态多维度发力，保障数据安全，打 破流通壁垒，推动数据要素市场化，释放数据潜在价值。 工业和信息化部电子第五研究所所长、党委副书记杨建军指出，当前人工智能治理存在数据质量、制度 供给、责任界定等问题，各国治理理念存在差异。中国需在数据治理层面突破技术瓶颈，在制度供给层 面构建风险分类分级管理等机制，在场景落地层面加强政企协同、产学研合作，同时加强国际合作，构 建安全、可信、可持续的人工智能发展环境。(完) 王桂荣称，传统的基于边界防护的安全方法已经无法满足复杂网络环境下的防护需求，需要基于内生安 全理念构建纵深防御防御体系，该集团推出 ...

国家数据局：加速数据要素市场化、价值化进程 智通财经4月30日电，第八届数字中国建设峰会正在福建福州举行。国家数据局相关负责人在29日的举 行的"数据要素市场化价值化"分论坛上表示，加速数据要素市场化价值化进程，数据价值的实现方式将 更加多元。国家数据局相关负责人介绍，以场景化加快牵引价值化，数据要素赋能作用不断凸显，数据 资产入表工作稳步推进。截至目前，上市公司披露入表的有88家，入表资产24.86亿元，相比2024年一 季度，分别增加70家和23.82亿元。国家数据局政策和规划司负责人栾婕表示，数据要素价值化本质上 是数据作为生产要素进入经济社会系统、创造和实现价值的过程。与此同时，也激励更多经营主体参与 到数据市场建设中，推动市场化向纵深化发展。 ...

Group 1: Automotive Chip Industry - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the standardization of automotive chips, including the development of common specifications for environmental reliability, information security, and consistency testing [2] - By 2025, the automotive chip market in China is expected to reach approximately 95.07 billion yuan [2] - High-end automotive chips are currently dominated by foreign manufacturers, indicating a pressing need for domestic production in areas such as MCU, smart power devices, and power management chips [2] Group 2: Data Resource Development - The National Data Bureau has emphasized the importance of developing a national integrated data resource utilization system, focusing on market-oriented and value-driven approaches [3] - The push for public data development and utilization policies aims to unlock the value of public data and foster a new model for large-scale data circulation [3] - The data industry ecosystem is expected to grow, with a focus on data infrastructure, data annotation, and companies with unique high-quality datasets [3] Group 3: GPU Resource Acquisition - ByteDance has acquired GPU resources valued at approximately 2 billion yuan from Tencent, primarily consisting of NVIDIA H20 cards and servers [4] - In the first quarter of the year, ByteDance reportedly stockpiled around 100,000 GPU modules, with an estimated total value of 100 billion yuan [5] - Alibaba has announced plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, indicating a significant increase in AI infrastructure investment across the industry [5] Group 4: Explosives Industry Outlook - The explosives industry is expected to see improved conditions due to policy support and the gradual release of downstream demand, with a reported 1.5% increase in explosive production and a 23.03% increase in total profits in the first quarter of 2025 [6] - Mining investment is projected to grow by 10.5% in 2024, maintaining stable demand for explosives in the mining sector [6] - The demand for explosives in regions like Xinjiang and Tibet is on the rise, driven by increased mining activities and government support for infrastructure projects [6]

Market Overview - On April 29, A-shares experienced slight declines, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13%. The Northbound 50 Index, however, rose by 1.24% [2][3] - The total market turnover was 1,041.7 billion yuan, a decrease of 35 billion yuan from the previous day, with over 3,500 stocks rising [2] Sector Performance - The sectors that saw the highest gains included PEEK materials, beauty care, chemical products, humanoid robots, and agricultural machinery [2] - Conversely, the sectors that experienced the largest declines were electricity, insurance, liquor, port shipping, controllable nuclear fusion, and coal [2] International Market - In the U.S., major stock indices rose on April 29, with the Dow Jones Industrial Average increasing by 300.03 points (0.75%) to close at 40,527.62 points, the S&P 500 up by 32.08 points (0.58%) to 5,560.83 points, and the Nasdaq Composite up by 95.18 points (0.55%) to 17,461.32 points [4][6] - European markets showed mixed results, with the UK FTSE 100 rising by 46.12 points (0.55%) to 8,463.46 points, while the French CAC 40 fell by 17.89 points (0.24%) to 7,555.87 points, and the German DAX rose by 154.16 points (0.69%) to 22,425.83 points [4] Commodity Prices - International oil prices fell on April 29, with WTI crude oil down by $1.63 to $60.42 per barrel (a decrease of 2.63%) and Brent crude down by $1.61 to $64.25 per barrel (a decrease of 2.44%) [4][5] Key Developments - The Hong Kong Stock Exchange and the Hong Kong Securities and Futures Commission are preparing to assist Chinese companies wishing to return to the Hong Kong market, with specific measures to be adjusted based on actual needs [7] - The National Development and Reform Commission and the National Energy Administration have issued rules to relax market price limits in regions with continuous electricity spot market operations [8] - Hainan Province is increasing support for traditional Chinese medicine research and innovation, aiming to promote the development of the pharmaceutical industry [9] - The first "Artificial Intelligence Meteorological Application Service Measures" was released, aiming to promote and regulate the healthy development of AI in meteorology [11] - The National Data Bureau is pushing for market-oriented data element allocation reforms and the synchronization of "AI+" actions [12] - Beijing has released an action plan for blockchain innovation applications, aiming for significant advancements in core technologies by 2027 [14] - Xinhua Insurance announced plans to invest up to 10 billion yuan in a private fund focused on A500 index constituent stocks [15] Industry Insights - The engineering machinery sector is expected to see continued recovery, with strong domestic and export sales reported [16] - The banking sector is viewed positively due to macro policy support and improving fundamentals, despite short-term pressure on interest margins [16] Fund Flow - The automotive parts sector saw a net inflow of 1.273 billion yuan, while the electricity sector experienced a net outflow of 2.289 billion yuan [18] - Among individual stocks, Liou Co. saw a significant net inflow of 8.81 billion yuan, while BYD experienced a net outflow of 4.07 billion yuan [19]

Group 1 - Boeing has returned three Boeing 737 Max aircraft intended for Chinese airlines, stating that China has stopped accepting Boeing passenger planes. The Chinese Ministry of Commerce expressed willingness to support normal business cooperation between the two countries and urged the U.S. to create a stable and predictable environment for trade and investment activities [1] - The National Development and Reform Commission has issued the second batch of 81 billion yuan in ultra-long-term special government bonds this year, continuing to support the replacement of consumer goods [1] - The head of the National Bureau of Statistics announced at the 8th Digital China Construction Summit that efforts will be made to promote the marketization and valuation of data elements, and to refine the "three rights separation" scheme for data property rights [1] Group 2 - The Ministry of Natural Resources reported that the preliminary calculation of the marine production value in the first quarter was 2.5 trillion yuan, with a year-on-year growth of 5.7%, which is 0.3 percentage points higher than the GDP growth rate [1] - The National Bureau of Statistics released data indicating that cultural enterprises achieved operating income of 339.39 billion yuan in the first quarter, representing a year-on-year growth of 6.2% on a comparable basis [1] - Preliminary results show that the Liberal Party led by Carney won the federal House of Commons election in Canada on the 28th [1] Group 3 - The market experienced narrow fluctuations in early trading, with the three major indices showing mixed results. The Shanghai and Shenzhen markets had a half-day trading volume of 645.7 billion yuan, a decrease of 70.1 billion yuan compared to the previous trading day. By the close, the Shanghai Composite Index fell by 0.03%, while the Shenzhen Component Index rose by 0.09%, and the ChiNext Index increased by 0.05%. In Hong Kong, the Hang Seng Index rose by 0.12%, and the Hang Seng Tech Index increased by 0.81% [2]

Core Viewpoint - The Director of the National Data Bureau, Liu Liehong, emphasized the importance of promoting the marketization and valuation of data elements, as well as refining the "three rights separation" scheme for data property rights [1] Group 1: Market Development - The initiative aims to accelerate the cultivation of a unified national data market [1] - There is a focus on constructing a standard system for data circulation and transaction [1] Group 2: Regulatory Framework - The plan includes detailing circulation and transaction rules for data [1] - The promotion of standard demonstration contracts for data circulation and transactions is also highlighted [1]

Group 1 - The eighth Digital China Construction Summit was held from April 29 to 30 in Fuzhou, Fujian, focusing on "Digital China: New Chapters in 25 Years of Progress - Intelligent Leadership for High-Quality Development" [1] - The summit featured a 56,000 square meter experience area, including an opening ceremony, a main forum, and around 20 sub-forums aimed at discussing the marketization and value realization of data elements to better serve the real economy [1][3] - Over 400 participating units were present, with more than 75% being enterprises, showcasing over 100 interactive experience projects and more than 30 physical models [3] Group 2 - A variety of innovative products were launched at the summit, including the first-ever trusted data space product by Ant Group, which provides high-performance, low-cost, and secure data integration and processing solutions [2] - The summit is expected to release over 10 influential policy documents and typical case studies, including the "Digital China Development Indicator System" and the "Digital China Development Report (2024)" [4] - The previous seven summits facilitated over 3,000 digital economy projects in Fujian, with total investments exceeding 1.8 trillion yuan, significantly boosting the digital economy in Fuzhou from 280 billion yuan in 2018 to 790 billion yuan in 2024, averaging nearly 20% annual growth [4]

Core Points - The National Bureau of Statistics has released the "2025 Work Points for Building a Data Foundation System" to implement the "Data Twenty Articles" policy [1][2] - The work points focus on establishing a data property rights system, improving data circulation and trading systems, and promoting fair distribution of data benefits [1][2] Group 1: Data Property Rights System - The establishment of a data property rights system aims to accelerate the progress of data rights construction, ensuring the authorization of public, enterprise, and personal data usage [1] - The initiative includes conducting foundational system trials through data element comprehensive pilot zones and participating in the formulation of international rules in the data property rights field [1] Group 2: Data Circulation and Trading System - The work points emphasize the need to improve the data market rule system and develop standard demonstration contracts for data circulation and trading [1] - Policies will be introduced to encourage various entities to expand data demand and strengthen data supply, supporting the cultivation of diverse data market participants [1] Group 3: Data Benefit Distribution System - The focus is on promoting the marketization and valuation of data, establishing a public data pricing management system, and creating a fair market environment [1] Group 4: Data Governance System - The initiative aims to implement a comprehensive data circulation security governance system, supporting innovation in data circulation security technology applications [2] - The National Bureau of Statistics will collaborate with relevant units to ensure the effective implementation of these tasks, addressing key issues in data supply, circulation, utilization, and security [2]