数据科技是以发挥数据叠加倍增作用、释放数据要素价值为目标，系统性构建的数据科学、技术和工程 体系，是释放数据要素价值、驱动新质生产力的核心支撑。当前，数据科技进入前所未有的密集活跃 期，新技术新模式不断涌现。我国数据资源总量庞大、应用场景丰富，须以数据科技创新支撑数字中 国、数字经济、数字社会高质量发展，强化高水平科技自立自强，加快提升数据领域创新能力，全面构 建需求导向、开放协同、安全可靠的数据科技创新与应用生态，为数字中国建设提供核心支撑，助力在 全球数据竞争中占据主动。 【光明时评】 作者：王栋（浙江工商大学法学院特聘副教授） 日前，国家数据局发布了《关于加强数据科技创新的实施意见》，明确了数据科技创新的总体要求、重 点任务和保障措施，旨在积极有序做好数据科技创新工作，推动与产业创新深度融合，促进数据供得 出、流得动、用得好、保安全，夯实数据资源体系，进一步激发数据要素乘数效应，更好赋能数字中国 建设。这标志着我国数据科技发展进入规范化、系统化阶段。 未来，如何构建协同发力的培育体系，为数据科技创新提供坚实支撑？首先，应立足全国数据要素一体 化布局，促进东中西部算力枢纽、数据资源跨区域流转，破解区域发展 ...

"换乘G2053次列车的旅客请跟我走，到15B检票口乘车，别着急，都能赶上！"2月3日晚，国铁济南局 济南西站候车室，值班员盛麟斐举着扩音器，一边向旅客挥手示意，一边高声引导。一场与时间赛跑的 紧急换乘保障，正在车站悄然展开。 当天20时45分，济南西站客服中心的电话突然响起，电话那头传来商务代表团团长李峰焦急的声 音："我们一行43人乘坐G3645次列车，马上到济南西站，需要换乘今天最后一趟去青岛的列车，就剩 十几分钟了，我们怕赶不上，麻烦你们帮帮忙！"接到求助后，客服中心客运员张玉婷迅速将消息传递 至站台、检票口等各个岗位，一场跨岗位的协作保障随即启动。 盛麟斐第一时间调出车站当日下发的《换乘客流组织计划单》，快速规划出最优换乘动线。"立刻把 G3645次列车所在检票口的扶梯调至上行，方便旅客快速进站！""15B检票口全部闸机打开，安排专人 值守接应，确保旅客快速通过！"对讲机里，她有条不紊地布置着各项工作。 高效的背后，是济南西站"智慧大脑"的强力支撑。记者了解到，车站依据客票系统大数据每日整理《换 乘客流组织计划单》，详细标注着每趟列车的换乘人数、换乘车次，成为春运换乘组织的"指挥棒"。春 运高峰期每 ...

智通财经APP获悉，国信证券发布研报称，新能源车险赛道正从初期粗放增长迈向以科技与生态为核心 的高质量竞争阶段。尽管短期盈利承压，但其长期增长空间与战略价值明确。该行认为应重点关注相应 企业在数据科技领域投入领先、与头部新能源主机厂绑定深入、以及在国际化布局上具备先发优势和清 晰路径的头部保险机构。 国信证券主要观点如下： 行业盈利模型亟待重构，风险减量、生态融合、标准出海三大核心方向构建竞争壁垒，龙头效应凸显 一是近年来以头部"老三家"为代表的险企大力发展风险减量服务的风险管理体系，赋能业务发展，优化 风控水平。平安产险通过此类技术累计实现减损超百亿元；人保财险则通过"万象云"平台提供动态风险 画像与预警，推动风控从"事后理赔"转向"事前预防"。二是与主机厂的生态融合，以破解数据孤岛与维 修成本难题。车企通过设立或收购保险机构深度介入，而险企则与主机厂在数据共享、维修网络共建等 方面开展战略合作，关系从零和博弈转向共生共赢。最后，跟随中国汽车产业链出海，开辟第二增长曲 线。以人保财险依托安盛网络为比亚迪欧洲车主提供本地化服务为典型，中国险企正以"前端合作、中 台赋能、后台再保"的模式，伴随国产新能源汽车的全 ...

中经记者 石健 北京报道 近日，国家数据局发布的《关于加强数据科技创新的实施意见》（以下简称"《实施意见》"），首次提 出"数据科技"概念。 在北京交通大学信息管理理论与技术国际研究中心特聘教授张向宏看来，《实施意见》准确把握数据科 技领域存在的技术难度大、产业组织弱、应用场景少等突出问题，提出加强技术攻关与高水平应用、培 育数据科技创新产业生态、夯实数据科技创新基础支撑等重大举措，从突破关键技术、建设产业体系、 形成应用创新、夯实基础支撑等方面，将构建起"技术—产业—应用—保障"协同融合的数据科技创新体 系。 《实施意见》提到：要加强试验验证和规模化应用。依托国家数据领域先行先试工作，聚焦数据编织、 高性能隐私保护计算、多模态数据合成等技术方向，布局建设一批数据领域概念验证、中试基地、检验 检测等平台，促进数据技术研发成果加快从实验室走向市场应用。 《中国经营报》记者注意到，2025年以来，多地已搭建试验验证、中试基地等平台，通过数据科技"硬 实力"推动数据要素成果从实验室走向产业，推动数据要素释放价值和效能。 采访中，多位行业人士对记者表示，从实验室的算法模型到产业中规模化、安全可靠应用的数据技术产 品， ...

Core Insights - The implementation of the "Implementation Opinions" marks a significant shift in China's approach to data technology innovation, transitioning from merely facilitating data flow to actively cultivating the intrinsic value of data as a production factor [1][2][3] - The policy emphasizes the importance of foundational technology in building a data factor market, addressing existing shortcomings in the underlying technology that supports efficient and trustworthy data circulation [2][3] - The focus on core independent research and development signifies a new phase in data technology, moving away from centralized platforms to a more specialized ecosystem of service providers [3][4] Group 1: Policy Framework - The "Implementation Opinions" outlines a comprehensive strategy for data technology innovation across three dimensions: technical breakthroughs, industrial ecology, and foundational support [1] - It aims to create a unified technical foundation that provides essential tools, hardware, and standards for the data economy, likening it to providing seeds, farming tools, and planting protocols for the "data planting" era [2] Group 2: Market Dynamics - The shift towards core independent R&D will favor long-term investments in hard technologies such as algorithms and chips, reshaping the investment landscape [3] - The emerging ecosystem will see a decline in platform monopolies, with a rise in specialized service providers focusing on data quality, compliance auditing, and asset evaluation [3][4] Group 3: Strategic Positioning - Companies must reassess their strategic positioning within the new data landscape, determining whether they will act as technology providers, data resource contributors, or value-added service operators [3] - The national agenda sets ambitious goals for data value realization, aiming for significant breakthroughs by 2027 and achieving international leadership by 2030 [3]

数据科技是释放数据要素价值、驱动新质生产力的核心支撑。"十五五"规划建议提出，加快高水平科技 自立自强，引领发展新质生产力。近期，国家数据局发布《关于加强数据科技创新的实施意见》，进一 步为数据科技创新划定了"路线图"与"施工图"，标志着我国数据科技发展进入体系化布局、协同化推进 的新阶段。多位专家将深入解读数据科技前沿趋势、技术突破路径与产业融合实践。 近日，国家数据局正式印发《关于加强数据科技创新的实施意见》（以下简称《意见》），全面贯彻党 的二十届四中全会关于深入推进数字中国建设、发展新质生产力的战略部署，首次系统性地提出了"数 据科技"的概念体系。《意见》贯彻党的二十大和二十届历次全会精神，不仅为未来五至十年的数据科 技创新绘制了清晰路线，更标志着我国数据工作从"建制度"向"强技术、促生态"的战略转型，突出表明 了数据科技对数字中国建设的重要性，具有里程碑式的深远意义。 确立三大战略导向，引领数据科技跨越发展 《意见》立足国家科技自立自强与数字经济高质量发展大局，确立了数据科技创新的根本遵循与发展航 向，为我国掌握新一轮科技竞争主动权提供了战略指引。 一是确立数据科技全新范式，填补顶层设计空白。《意见 ...

Core Viewpoint - Data technology is identified as a core support for releasing the value of data elements and driving new productive forces, with a systematic layout and collaborative advancement marking a new phase in China's data technology development [1][2]. Group 1: Definition and Characteristics of Data Technology - Data technology is defined as a systematic construction of data science, technology, and engineering aimed at maximizing the value of data as a new production factor [1][2]. - The unique characteristics of data technology include its goal-oriented approach to integrate data into socio-economic development, a comprehensive technical system covering data supply, circulation, utilization, and security, and the need for a reconstruction of existing big data technology systems to meet market demands [2][3]. Group 2: Technical Logic and Implementation - Data technology is rooted in foundational information technologies such as big data, artificial intelligence, and information security, with most capabilities deriving from these areas [3][5]. - The process of realizing data value involves ensuring data is effectively supplied, flows freely, is utilized efficiently, and is secured throughout its lifecycle, necessitating advanced data management and governance technologies [4][6]. Group 3: Development Goals and Strategies - The implementation plan sets ambitious goals for key technologies in data supply, circulation, utilization, and security to achieve breakthroughs by 2027 and reach international leading levels by 2030 [6][8]. - Strategies include enhancing foundational research, focusing on key technological breakthroughs, and promoting the application of data technologies through practical scenarios to support high-quality economic development [7][8].

数据是国家基础性战略性资源。推动数据领域高水平科技创新，对于促进数据供得出、流得动、用得 好、保安全，进一步释放数据资源价值意义重大。近日，国家数据局联合有关部门印发《关于加强数据 科技创新的实施意见》（以下简称《意见》），明确提出加强数据科技创新的总体要求、发展目标和重 点任务，为进一步激活数据要素乘数效应，更好赋能数字中国建设打下坚实基础。 数据科技是释放数据要素价值、驱动新质生产力的核心支撑。"十五五"规划建议提出，加快高水平科技 自立自强，引领发展新质生产力。近期，国家数据局发布《关于加强数据科技创新的实施意见》，进一 步为数据科技创新划定了"路线图"与"施工图"，标志着我国数据科技发展进入体系化布局、协同化推进 的新阶段。多位专家将深入解读数据科技前沿趋势、技术突破路径与产业融合实践。 一是有序推进数据科技创新工作。当前，数据科技进入前所未有的密集活跃期，新技术新模式不断涌 现。但从全球看，数据科技的演进路径尚未收敛，整体还处于起步阶段。《意见》立足当前发展阶段， 着眼中长期战略需求，明确了我国数据科技创新的分阶段发展目标。到2027年，建成一批具有引领性和 支撑性的数据科技创新平台，初步建立数据驱 ...

Market Overview - The U.S. stock market experienced slight declines on December 26, ending a five-day rally, with the Dow Jones up 1.2%, S&P 500 up 1.4%, and Nasdaq up 1.22% for the week [2] - International precious metals futures saw a general increase, with COMEX gold futures rising by 1.31% to $4562.00 per ounce, and COMEX silver futures increasing by 11.15% to $79.68 per ounce, marking weekly gains of 3.98% and 18.06% respectively [3] Macro Policy - The Ministry of Finance announced plans to continue funding support for consumer goods replacement programs in 2026, aiming to boost consumption [6] - A new international convention, the "United Nations Convention on Transferable Goods Documents," was passed, allowing land transport bills to be used for bank financing and goods transfer [5] Industry Trends - Several lithium iron phosphate manufacturers, including Hunan Youneng and Wanrun New Energy, announced production cuts due to high upstream raw material prices and cost pressures [17] - The National Data Bureau released opinions to enhance financial support for data technology innovation, encouraging long-term capital investment in the sector [8][18] Company Developments - Lenovo plans to launch its first "AI Super Intelligent Agent" during CES, aiming for comprehensive AI capabilities across devices [25] - CATL announced plans to significantly apply sodium batteries across various sectors in 2026, indicating a trend towards dual sodium-lithium battery usage [26] - Xiaomi's co-founder Lin Bin plans to sell up to $5 billion of B-class common stock annually starting December 2026, with proceeds aimed at establishing an investment fund [27] - Huawei is set to launch its latest AI chip "Ascend 950" in South Korea in 2026, marking its entry into the Korean market [28] - Toyota aims for a global production target of over 10 million vehicles in 2026, responding to strong demand for hybrid vehicles [29] - Kweichow Moutai plans to reduce the supply of high-value products in 2026, including a decrease in the production of zodiac-themed Moutai [30] - China Duty Free Group's subsidiary won a bid for a duty-free project at Beijing Capital International Airport, with a guaranteed operating fee of 480 million yuan for the first year [39] - Wangfujing also secured a bid for a duty-free project at the same airport, with a guaranteed operating fee of 113 million yuan for the first year [40]

Market Overview - The market structure characteristics are expected to continue in the short term, with trading volume being a key signal for market trends [1][9] - Major U.S. stock indices hovered near historical highs, with the Dow Jones down 0.04%, Nasdaq down 0.09%, and S&P 500 down 0.03% at the close [3] - The Nasdaq China Golden Dragon Index rose by 0.72%, with notable gains from Alibaba (1.5%), Pinduoduo (1.4%), and Baidu (1.2%) [3] Commodity Markets - Gold futures for December delivery increased by 1.08% to $4,529.10 per ounce, while silver futures surged by 7.68% to $76.48 per ounce, with post-market gains pushing silver above $78 per ounce [4] - International oil prices declined, with WTI crude down 2.76% to $56.74 per barrel and Brent crude down 2.57% to $60.64 per barrel [3] Financial Policies and Regulations - The People's Bank of China and the State Administration of Foreign Exchange announced the promotion of integrated currency pools for multinational companies, aiming to streamline cross-border fund management [6] - The National Bureau of Statistics released implementation opinions to strengthen data technology innovation, targeting the establishment of leading data technology innovation platforms by 2027 [6] Market Sentiment and Investment Trends - Institutional investors are increasingly adding to A500 ETF and other broad-based products, contributing to stable incremental capital in the market [9] - The market is currently characterized by a "buy on dips, structural switching" approach rather than aggressive trend-based accumulation at high levels, indicating a potential for gradual upward movement in the market [9] Company-Specific Developments - Xiaomi Group's co-founder plans to sell up to $2 billion of Class B common stock [10] - ST Houlv's chairman is under investigation for information disclosure violations by the China Securities Regulatory Commission [10] - Chipmaker AI orders from Chip Original Co. exceeded 24.94 billion yuan, with over 84% of fourth-quarter orders related to AI computing power [10]