Core Insights - The National Data Bureau has released an implementation plan to enhance scenario applications in the construction of national data infrastructure, aiming to shift from "well-built" to "well-used" [1][2] - The plan emphasizes the importance of scenario construction as a key path to cultivate a unified national data market and unlock the value of data elements [1] Group 1 - The plan proposes a strategy of "promoting construction through use and ensuring use through construction," which aims to strengthen the role of scenario applications in driving the development of data infrastructure [1] - It focuses on transforming the potential of data infrastructure into actual effectiveness by ensuring that infrastructure construction resonates with practical needs [1] - The plan aims to support efficient data aggregation, sharing, circulation, and utilization, enhancing the infrastructure's capability to support scenario implementation [1] Group 2 - Key scenario construction directions include intelligent data retrieval, secure and efficient data transmission, large model training and inference, and intelligent collaboration [2] - The plan also supports the establishment of institutional mechanisms for public data registration, processing, authorized operation, circulation pricing, and revenue distribution [2] - The National Data Bureau will establish a cross-departmental coordination mechanism to enhance data supply and security, organize scenario application competitions, and promote the replication of successful experiences [2]

Group 1 - Zhongke Shuguang reported a net profit of 729 million yuan for the first half of the year, representing a year-on-year increase of 29.39% [1] - SMIC achieved a revenue growth of 22% year-on-year and a net profit increase of 35.6% in the first half of the year [1] - CITIC Securities reported a net profit growth of 29.8% year-on-year for the first half of the year [1] - Haitian Flavoring reported a net profit of 3.914 billion yuan for the first half of the year, reflecting a year-on-year growth of 13.35% [1] - Northern Huachuang reported a net profit of 3.208 billion yuan for the first half of the year, with a year-on-year increase of 14.97% [1] Group 2 - ZTE Corporation reported a net profit of 5.058 billion yuan for the first half of the year, a year-on-year decrease of 11.77% [2] Group 3 - The offshore RMB rose above 7.12 yuan for the first time in nearly ten months [1] - The net selling of Hong Kong stocks by southbound funds reached 20.4 billion HKD, marking the largest single-day net sell-off in history [1]