由清华大学等高校及企业承办的交流活动将充分展现大数据行业创新活力，主题涵盖数据开发利用、可 信数据空间、数据交易、人工智能、数字人才培养等多个方向，广泛邀请各类专家学者及企业精英从不 同视角发声，深入交流发展中的经验成果、困惑与挑战，力求通过思想碰撞与经验交流，为各方提供有 益的思路与借鉴。 2025数博会交流活动还预计发布64项具有引领意义的关键行业标准和具有参考价值的典型案例，为企业 的战略布局、技术创新、业务拓展等提供有价值的路径参考，助力企业在激烈的市场竞争中把握机遇、 赢得先机，推动整个大数据产业生态的健康繁荣发展。 官方表示，2025数博会交流互动活动将汇聚行业智慧、融合政产学研用、聚焦数据未来的交流盛宴，为 数字经济发展注入强劲新动能，书写合作共赢的新篇章。 海内外各方还将参与"高质量数据集""数字政府""算力聚势智能未来""AI可信数据空间大会""公共数据 开发利用"等交流活动，分享数字政府建设、可信数据空间应用、数据安全治理等领域的典型经验与实 践案例，为大数据行业发展贡献智慧。 贵阳贵安也积极谋划特色鲜明的交流活动，充分发挥算力枢纽节点城市优势，邀请国家算力枢纽节点城 市代表及算力领域知名 ...

Core Insights - The rise of large AI models is fundamentally changing the data trading market dynamics [1][2] - The demand for high-quality datasets has surged exponentially, transforming them from "useful resources" to "strategic assets" [2][3] Data Market Evolution - In 2024, AI data accounted for only 10% of the trading volume at data exchanges, but this is projected to reach nearly 80% by 2025 [1] - Prior to the emergence of large models, the data trading market was relatively immature, characterized by low market concentration, low standardization, and low transparency [1] High-Quality Data as a Strategic Asset - High-quality datasets are now considered the "new oil" in the era of large models, essential for training, validating, and optimizing these models [2][3] - The value of these datasets is determined by their professionalism, diversity, and cleanliness [2] Industry Knowledge as a Competitive Edge - The shift from general models to vertical applications has increased the value of specialized datasets in sectors like finance, healthcare, and law [3] - The demand for multi-modal data is rising, as seen in fields like autonomous driving, where diverse data types are required [3] Structural Changes in Data Acquisition - The proportion of publicly available internet data is declining, with private data production gaining importance [3] - Leading companies are establishing comprehensive data production lines, from collection to governance, making professional data a primary acquisition channel [3] Future Data Trading Characteristics - A mixed architecture of decentralized and centralized data trading platforms is likely to emerge, addressing efficiency and quality concerns [4] - New pricing and incentive mechanisms, such as token-based models, will activate data supply and encourage sharing of long-term value [4] - Industry-specific data alliances are forming to overcome data barriers, reducing costs and preventing sensitive information leakage [4] Long-term Market Outlook - The data trading ecosystem is expected to undergo profound restructuring driven by AI over the next five to ten years [4] - China is positioned to play a significant role in the global data factor market due to its large market size, diverse application scenarios, and proactive policy guidance [5]

Core Insights - The Shanghai Data Exchange has achieved a data trading volume exceeding 3 billion yuan this year, marking a year-on-year growth of over 30% [1] Group 1 - The Shanghai Data Exchange hosted the "Integrated Data Market Construction Conference" [1] - The total trading volume as of June 26 has surpassed 3 billion yuan [1] - The year-on-year growth rate of the trading volume is over 30% [1]

Core Viewpoint - The central government has introduced significant policies to support the reform and opening-up of Shenzhen as it approaches its 45th anniversary, aiming to enhance high-quality economic development and create replicable experiences for national modernization [1][2]. Group 1: Education and Talent Development - The policy emphasizes the integration of vocational skills training with advanced manufacturing, allowing foreign investment in vocational training institutions in Shenzhen [2]. - Shenzhen has made notable progress in higher education reform, with the establishment of prestigious universities, and the policy supports the development of specialized, smaller-scale universities tailored to the characteristics of a megacity [2]. Group 2: Financial and Technological Reforms - The policy supports the integration of technology and finance, proposing pilot projects for credit and financing mechanisms for technology enterprises, including knowledge property securitization [2]. - It allows companies listed on the Hong Kong Stock Exchange within the Greater Bay Area to also list on the Shenzhen Stock Exchange, enhancing the financial ecosystem [2][3]. Group 3: Data and Digital Currency Initiatives - The policy encourages the exploration of mechanisms for data trading and sharing, as well as the application of artificial intelligence in medical devices, under safe and compliant conditions [3]. - It supports the innovation of digital currency applications, including participation in multilateral central bank digital currency projects and allowing certain Hong Kong professionals to practice in designated areas of Shenzhen [3]. Group 4: Urban Development and Governance - The policy proposes reforms for the management of idle land and the establishment of a one-stop international commercial dispute resolution mechanism [4]. - It emphasizes the need for effective coordination and management authority to ensure the successful implementation of the reform measures [4].

Core Viewpoint - The article discusses the issuance of the "Opinions on Deepening the Comprehensive Reform Pilot in Shenzhen" aimed at promoting innovation, reform, and opening up in Shenzhen, enhancing its role as a key engine in the Guangdong-Hong Kong-Macao Greater Bay Area and contributing to the modernization of the socialist country [1][5]. Group 1: Innovation and Industry Development - Establish a comprehensive service system for the transfer and transformation of scientific and technological achievements, leveraging the Shenzhen Stock Exchange and other platforms [2]. - Support the reform and innovation of the management system for unmanned aerial vehicles and explore integrated business models for energy storage [2][3]. - Innovate the management system for international industry and standards organizations [2]. Group 2: Financial Services and Economic Empowerment - Develop an incentive and constraint mechanism for financial services to the real economy, including pilot projects for integrated financial services for technology industries [3][10]. - Support the establishment of private equity and venture capital funds focused on specific sectors in Shenzhen, allowing companies from the Greater Bay Area listed in Hong Kong to also list in Shenzhen [2][10]. Group 3: Digital Currency and Data Management - Enhance the pilot application scenarios for digital currency and explore its applicability in cross-border transactions [3][11]. - Support the exploration of data trading mechanisms and ensure the safe and compliant opening of public data in various fields [3][11]. Group 4: Education and Talent Development - Promote the integration of education and industry, supporting the joint cultivation of high-quality engineering talents by universities and enterprises [4][8]. - Improve the support and guarantee mechanisms for introducing overseas talents, enhancing service policies for talent recruitment [4][9]. Group 5: Open Economy and Trade - Optimize and upgrade goods trade, supporting the development of new business models and facilitating customs processes [12]. - Innovate and enhance service trade, including pilot projects for high-value-added and environmentally friendly services [12]. Group 6: Governance and Resource Management - Improve the management system for natural resources, including land and real estate, and reform the mechanisms for handling idle land [13][14]. - Enhance the level of public service in health and safety, including reforms in drug and medical device approval processes [13].

Group 1 - The first data transaction in Yunnan's flower industry was completed on June 4, involving "flower industry auction transaction data" which transforms data resources into measurable and tradable products, effectively activating the value of "Yunhua" digital assets [1] - The data provider for this transaction was Kunming Dou Nan Agricultural Products Auction Co., Ltd., while the data purchaser was Yunnan Finance and Economics Vocational College, with the transaction facilitated through the Kunming International Data Exchange's data element circulation service platform [1] - The data product was developed based on three years of flower trading data from the Dou Nan Flower Electronic Trading Center, covering various attributes such as flower categories, varieties, colors, grades, defects, openness, and length [1] Group 2 - Kunming International Data Exchange was jointly established and operated by Kunming United Property Exchange Co., Ltd. and China Mobile Yunnan Company, with its data element circulation service platform officially launched in March this year [2] - The first batch of data service providers, including Kunming Dou Nan Agricultural Products Auction Co., Ltd., Kunming International Flower Auction Trading Center, and Yunnan Huawu Technology Co., Ltd., received data product registration certificates from the Kunming International Data Exchange to meet market demand for flower industry data products [2]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the increasing importance of data as a fundamental resource and key production factor in the digital economy, emphasizing its role in market competition and production processes [14][15] - It discusses the growing trend of data rights disputes among enterprises, driven by the expansion of data usage and the increasing awareness of data rights protection [16][17] - The report identifies various trends in data rights disputes, including the extension of cases from the internet sector to traditional industries, the diversification of data infringement methods, and the emergence of issues related to data transactions [39][40][44] Summary by Sections Recent Characteristics of Enterprise Data Rights Disputes - The report analyzes 89 effective civil cases related to enterprise data rights from 2016 to 2023, showing an overall increasing trend in such cases, particularly after 2019 [22][23] - The geographical distribution of cases is concentrated in economically developed regions with specialized data courts, with Beijing, Zhejiang, and Guangdong being the top three areas [26] - The industry distribution indicates that most disputes arise in social communication, e-commerce, multimedia video, and financial sectors, with social communication and e-commerce leading the way [31] - Compensation amounts in these cases are generally modest, with most falling within the range of 0 to 1 million yuan, highlighting the cautious approach of courts in awarding damages [33] - The primary cause of action in these disputes is identified as unfair competition, accounting for 74% of the cases analyzed [38] Trends in Recent Enterprise Data Rights Disputes - The report outlines several key trends, including the shift of involved enterprises from the internet sector to traditional industries such as transportation and healthcare, driven by policy encouragement [40] - It notes the increasing variety of data infringement methods, including unauthorized data scraping and API abuse, which complicate the legal landscape [44][46] - The report highlights the emergence of disputes related to data transactions, emphasizing the need for clearer regulations and compliance measures in the data trading market [51][52] - It discusses the recognition of the overall value of data resources, moving beyond the protection of raw data to encompass the rights associated with derived data [56][57] Judicial Protection Paths and Trends - The report examines various judicial protection paths for enterprise data rights, including copyright, trade secret, and competition law protections, and provides recommendations for enterprises to safeguard their data rights [21][4] - It emphasizes the importance of establishing robust internal mechanisms for data rights confirmation to effectively protect against infringement [33]