"数字郑州"加"数"前进 郑州入选"城市可信数据空间创新发展"全国试点 国家数据局近日公布《2025年可信数据空间创新发展试点项目名单》，由郑州数智科技集团代表郑州市 申报的"城市可信数据空间创新发展试点（郑州）"成功入选，成为全国的13个城市方向试点之一，也是 河南省所有类别中唯一入选项目。这标志着郑州在数据要素市场化配置改革领域再次取得重要突破，为 城市发展注入强劲动能。 可信数据空间是国家构建数据基础制度、培育全国统一数据大市场的关键基础设施。本次试点聚焦基础 好、需求强、价值高、示范性强的领域，经地方推荐、现场答辩、专家评审严格遴选，旨在打造标杆示 范。 据悉，"城市可信数据空间创新发展试点（郑州）"将致力于形成可复制推广的"郑州实践范式"，力争到 2027年，实现不少于60%的公共数据覆盖，政府企事业单位、本市主导产业龙头企业覆盖率50%以上。 在经济效益上，计划5年内实现盈利，带动郑州数据交易规模突破100亿元，数字经济规模达8000亿元。 此次入选表明郑州数智科技集团在助力"数字郑州"建设方面又取得了重要进展，标志着该集团在数据要 素市场化配置方面的技术实力与实践成果获得国家层面的认可。作为郑州 ...

2025年7月10日，国家数据局局长刘烈宏在北京会见来访的国际数据空间协会主席莱茵霍尔德·阿赫思一 行。双方就数据空间建设、数据跨境流动等进行了交流。 ...

Core Insights - Multiple leading companies, including Huawei, China Unicom, and China Telecom, participated in the IDS data space testing certification ceremony in Beijing, highlighting the importance of data space technology development and practice [1] Group 1: Company Initiatives - Huawei and Digital China, as the first batch of companies to receive IDS component certification, emphasized that this certification is a crucial step towards promoting international data circulation standards and accelerating the globalization of the digital economy [1] - Other participating companies expressed their intention to leverage the IDS certification to expedite key technology upgrades and enhance data circulation support capabilities [1] Group 2: Industry Impact - The global data space is rapidly penetrating various industries such as manufacturing, healthcare, and finance, becoming a vital foundation for driving digital transformation across sectors [1] - The National Engineering Center for Next Generation Internet stated its commitment to enhancing the service capabilities of the IDS data space certification laboratory and developing more component and platform environment certification projects [1]

Core Insights - The data space is transitioning from a "technical concept" to an "international consensus" and "industry practice" [1] - Establishing a data circulation system based on trust is essential for unlocking the systemic value of the digital economy [1] - The construction of data spaces aims to create bridges rather than barriers, addressing the trends of fragmentation, involution, and reconstruction in global data circulation [1] Group 1: Standards and Frameworks - The "IEEE P1988 Cross-Border Data Space Architecture Standard" was officially launched, aiming to establish a unified framework and protocol for cross-border data flow [2] - The development of data spaces is characterized as both a technical and trust engineering endeavor, with an emphasis on embedding governance mechanisms and rule systems into the data space [2] Group 2: Testing and Certification - The IDS testing and certification system is highlighted as a crucial trust mechanism for data spaces, facilitating interoperability and ecological collaboration [3] - A rigorous and fair testing certification process is essential for measuring technological maturity and building a trust system [3] Group 3: Ecosystem Development - The next key tasks in data space development are focused on "verifying mechanisms" and "organizing ecosystems" rather than merely proposing concepts [4] - Data spaces are viewed as a new type of public good in the global digital era, requiring open collaboration and mutual trust for robust industry growth [4]

【摘要】2025年6月，数篷科技联合公共数据联盟对近50家意向企业开展了"国家数据基础设施——可信 数据空间建设"问卷调研，研究发现：当前大部分企业认识到可信数据空间的重要性，认为其在提升数 据安全防护能力、实现跨组织数据流通、促进数据要素运营等方面具有重要意义。技术能力需求方面， 受访企业认为身份认证与权限管理、数据互通、数据沙箱等是建设可信数据空间的重要技术；部署方式 方面，大型企业表现出自建私有化部署倾向，中小企业则更青睐于使用政府提供或由龙头企业主导的可 信数据空间，但大部分企业都面临着资源与成本投入、专业人才缺乏等共同挑战。70%的受访企业将陆 续启动可信数据空间建设。未来，建议探索可持续的商业化模式，充分发挥龙头企业的示范引领作用， 聚焦标杆落地实践，并关注轻量化、智能化、高性能等技术发展方向。 引言 在数字经济蓬勃兴起的当下，数据已成为关键生产要素，可信数据空间成为支撑全国一体化数据市场的 核心基础设施。2025年6月，数篷科技联合公共数据联盟面向有意向开展可信数据空间建设的企业进行 问卷调研，共收回有效问卷近50份，本文数据如无特别说明，均来自此次调研。 在全部样本中，小微企业（<100人）占 ...

Core Points - The Hubei Provincial Data Bureau has issued an action plan to develop a credible data space, aiming to establish over 30 interconnected and resource-rich data spaces by 2028, with at least 300 application scenarios and 2000 data products [1][2] - The action plan emphasizes the importance of creating various types of credible data spaces, including urban, enterprise, industry, cross-border, and personal data spaces [1] - The plan targets key sectors for expanding the application of credible data spaces, focusing on industrial chain development, digital transformation for SMEs, scientific research, public data utilization, smart city governance, healthcare, logistics, data finance, and artificial intelligence [1][2] Group 1 - The action plan outlines the goal of building a comprehensive technical, operational, ecological, standard, and security system for credible data spaces by 2028 [1] - It highlights the need for a collaborative and efficient enterprise data space and the cultivation of industry-specific data spaces [1] - The plan aims to enhance the value of data through various applications, including supporting innovation and improving urban governance [1] Group 2 - The action plan proposes to improve the market-oriented operational mechanisms for credible data spaces, focusing on professional operational capabilities and service systems [2] - It emphasizes the importance of data security and the establishment of clear responsibilities and boundaries for resource interaction [2] - The plan specifically promotes the application of credible data spaces in the artificial intelligence sector, targeting key areas such as manufacturing, transportation, healthcare, education, tourism, and environmental protection [2]

Core Insights - The establishment of trusted data spaces aims to resolve data circulation challenges and enhance the value of data elements through distributed architecture and consensus mechanisms [2][3] - The initiative is expected to create new opportunities for the data industry and significantly impact various sectors, driving high-quality economic development [2] - By 2028, the goal is to establish over 100 trusted data spaces, achieving breakthroughs in operations, technology, ecology, standards, and security [1] Group 1: Trusted Data Space Development - The National Data Bureau has announced a pilot list of 63 enterprises for the 2025 trusted data space innovation development project, categorized into urban, industry, and enterprise directions [1] - The project aims to cultivate a rich resource environment, innovative applications, and a prosperous ecosystem for trusted data spaces over two years [1] - Trusted data spaces are seen as essential infrastructure for data resource sharing and are crucial for building a unified national data market [1] Group 2: Industry Impact - Trusted data spaces are expected to facilitate efficient connections and cross-domain sharing of industrial data resources in key sectors such as equipment, new energy vehicles, and energy [2] - In the financial sector, trusted data spaces will enhance the sharing and deep mining of customer credit data and market risk data, improving risk assessment models [2] - The integration of government data, supply chain information, and consumer behavior in credit risk scoring models can significantly improve risk identification accuracy [2] Group 3: Financial Ecosystem Collaboration - The construction of trusted data spaces promotes collaboration and value co-creation within the financial ecosystem, involving banks, regulatory bodies, technology companies, and core enterprises [3] - Financial modeling, as a key tool in this ecosystem, provides precise decision support and risk management services by integrating diverse data resources and technologies [3] - The application of artificial intelligence and cross-industry data fusion is becoming a trend, expanding the use of financial modeling beyond traditional finance professionals to fields like accounting and finance [3]

Group 1 - The core development of cross-border data services between Shenzhen and Hong Kong has progressed with the launch of three major products: Shenzhen-Hong Kong Data Center, Qianhai Medical Cross-Border Data Space, and Cross-Border Compliance Service Platform for Enterprises [1][2] - The Shenzhen-Hong Kong Data Center aims to reduce the reliance of Hong Kong institutions on overseas cloud services, significantly lowering computing and storage costs for Hong Kong enterprises [1] - The Qianhai Medical Cross-Border Data Space enhances medical service efficiency for Hong Kong residents by facilitating data sharing between hospitals and insurance companies, with the first application scenario being specialized medical services for Hong Kong residents at Southern Medical University Shenzhen Hospital [1] Group 2 - The Cross-Border Compliance Service Platform for Enterprises provides a one-stop solution addressing the complexities of external regulations, diverse data scales, and real-time sensitivity, including risk assessment and AI intelligent detection [2] - The "International Cross-Border Trusted Data Space - Shenzhen-Hong Kong Station" is established to facilitate data resource sharing and create a data circulation infrastructure, supporting the construction of a unified national data market by 2028 [3] - The International Data Space Association (IDSA) promotes the "sovereign data exchange" model to tackle data fragmentation and trust issues, aiming to reduce compliance risks for enterprises [3] Group 3 - The Qianhai area has been actively promoting cross-border data flow initiatives, with the launch of the Shenzhen-Hong Kong Data Cross-Border Security and Convenience Channel, which will initially focus on the medical sector [4] - The channel supports various medical data cross-border scenarios, including medical record sharing and remote diagnosis, enhancing cross-border medical services for residents in the Greater Bay Area [4] - Future plans include accelerating the construction of the Shenzhen-Hong Kong Data Cross-Border Security and Convenience Channel and offshore data centers to leverage the multiplier effect of data elements [4]

本报记者 邱海峰 日前提出，探索可信数据空间培育工作，支持引导大型龙头企业和高原特色行业申报企业数据空间、行 业数据空间项目；湖南省发文，力争2027年建成运营可信数据空间全国标杆20个以上。 业内人士分析，当前，数据要素的流通多是点对点，效率低、成本高，安全可控性比较差。如果利用规 则和技术打造一种"靠谱"的基础设施，让更多主体进入"空间"内，一起创造更多数据服务、数据产品， 就能实现数据价值增值。可信数据空间的建设，正是要解决这一问题。 "近几年全球数据空间发展加速，数量超过200个，数据空间已经成为欧盟、日本、美国、韩国等开展国 际交流合作的重要途径。"中国信息通信研究院副院长魏亮说，当前，中国可信数据空间已初步形成良 好发展态势，产业各界积极探索形成多元化实践模式，例如行业龙头企业联合行业协会等多主体共建数 据空间，打通行业内多个数据孤岛，探索数字产品护照、碳足迹管理等行业共性应用场景，促进行业转 型升级。 宋 博制图(新华社发) 可信数据空间将迎来一份全新报告——《可信数据空间标准化研究报告》(以下简称《报告》)。近日， 由全国数标委秘书处组织的《报告》研讨会在北京召开，明确将有序推进各章节编制工作 ...

[Table_Main] 证券研究报告 | 行业周报 通信 2025 年 07 月 07 日 通信 优于大市（维持） 证券分析师 李宏涛 资格编号：S0120524070003 邮箱：liht＠tebon.com.cn 研究助理 市场表现 -20% -10% 0% 10% 20% 29% 39% 49% 2024-07 2024-11 2025-03 通信 沪深300 资料来源：德邦研究所，聚源数据 相关研究 1.《算力软硬件投资和用户仍快速增 长 ， 业 绩 和 市 值 预 期 向 好 》， 2025.6.30 3.本周回顾及重点关注组合 2 / 18 请务必阅读正文之后的信息披露和法律声明 2.《中国新型基础设施：昇腾芯片+低 轨卫星+数字货币》，2025.6.23 3.《星链卫星坠落，低轨卫星新型基 础设施价值凸显》，2025.6.16 4.《中国电信（601728.SH）：高股息 带来稳健收益，数据入表+前沿布局 打开成长空间》，2025.6.12 5.《美国推出稳定币，中国数字货币 已应用推广》，2025.6.9 海内外算力共振，AIDC 景气将持续 [Table_Summary] 投资要点： 1. ...