中经记者 石健 北京报道 开年之际，在位于甘肃兰州的永新国信数据要素产业园（以下简称"永新国信产业园"）中，无人机、机 器人等一批与数据要素产业相关的企业开工正忙。 《中国经营报》记者注意到，随着2026年被国家数据局明确为"数据要素价值释放年"，多地政府正大力 擦亮数据要素金字招牌，通过搭建、升级数据要素产业园区，更好培育和壮大新质生产力。 多位地方国资人士认为，随着多地数据要素产业园区建设的兴起，海量数据将成为驱动千行百业向智向 新的"活水"，成为各地发力释放数据价值的新赛道。 自2024年数据要素元年以来，数据资产入表成为企业迈入数据时代的第一步。王一卜透露，产业园通过 举办培训会、提供技术方案等方式，帮助企业数据资产入表。数据显示，截至目前，产业园已推动相关 数据资产评估金额达数千万元。 除了开展数据资产入表业务外，产业园已与甘肃省产权交易所、北京国际数据交易所、深圳数据交易所 等建立合作，实现数据资源向外流通。 记者注意到，除了甘肃本土企业入驻产业园外，产业园还吸引了来自外地的企业。 浙江一家从事工业级无人机制造企业负责人对记者表示，此前考察了多个数据要素产业园区，最终选择 落地兰州，主要因为政策的 ...

图 别策略。人民网记者 张若涵摄 浙江丽水 市航拍。资料图片 本期主讲人：国家数据发展研究院院长 胡坚波 数据作为数字经济时代的关键生产要素，其价值释放具有非消耗性、可叠加性、倍增效应的鲜明特征， 但也面临权属界定模糊、流通规则缺失等关键障碍。数据基础制度通过对数据要素生产关系的系统性调 整，核心作用在于破解"数据不愿供、流不动、用不好"等制度障碍，为数据要素从"资源"向"资产""资 本"转化提供明确规则指引和稳定市场预期。制度建设不仅能降低数据交易成本、提升要素配置效率， 推动数据与劳动、资本、技术等传统要素深度融合，更能激发各类主体参与数据生产、加工、应用的积 极性，实现数据价值的多维度、全链条释放，为数字经济高质量发展注入不竭动力，是构筑国家数字竞 争新优势的基础性保障。 通过数据产权制度"定分止争"，为价值释放筑牢基石。数据要素的权属及其确立规则的不清晰，一直以 来是影响数据要素流通交易的制约因素。数据承载了个人、企业、社会、国家等多元主体的不同利益诉 求，具有多方共生、非消耗性、非竞争性、报酬递增等特点，难以利用已有权利体系进行数据产权界 定。"数据二十条"以满足数据要素流通使用需求为出发点，以保护 ...

中新网北京2月6日电(记者 吴家驹)交通是兴国之要、强国之基。步入数字时代，数据作为新型生产要 素，也深刻改变着交通的面貌。 如何释放数据要素价值，助力交通强国建设？近日，在首届数智赋能交通生态融合高质量发展大会上， 政府部门、行业协会、企业及专家学者，围绕相关话题展开探讨。 第十二届全国政协副主席马培华表示，我国交通行业数智化转型正深入推进，成效显著。已建成全球最 大的高速路网与高铁网，智慧交通基础设施不断完善；行业数据资源初具规模；网约车、自动驾驶等新 业态蓬勃发展，管理服务能力持续提升。但转型仍面临数据孤岛突出、关键核心技术自主创新不足、法 规标准滞后、复合型人才短缺等深层次挑战。 中国交通运输协会副会长、中国民用航空局运行监控中心原党委书记副主任张春枝表示，当前，世界百 年变局加速演进，新一轮科技革命与产业变革深入交汇。大数据、云计算、大模型等技术以前所未有的 广度和深度融入交通运输全领域、全过程，正深刻重塑交通组织模式、服务形态与产业生态。数智化不 仅是一次技术革新，更是一场系统性、深层次的生态重构。 张春枝表示，面向未来，中国交通运输协会将重点推进三方面工作：一是以数智推动设施融合，打造智 能化交 ...

Investment Rating - The report assigns an "Overweight" rating for the computer industry [1] Core Insights - The establishment of a closed-loop system for data elements, combined with the catalysis of AI, is expected to accelerate the release of data value and the blossoming of the industry in 2026 [2][32] - The demand for AI applications is creating a significant supply gap in the data market, with daily token consumption for AI applications in China skyrocketing from 100 billion at the beginning of 2024 to over 30 trillion by mid-2025, reflecting a growth of over 300 times in just a year and a half [37] Summary by Sections Investment Recommendations - The report emphasizes the importance of focusing on various segments of the data supply chain, including data supply, data trading, data application development, data services, data security, computing power, and network infrastructure [7][8] The Fifth Production Element - Data has been officially recognized as the "fifth production element" by the Chinese government, alongside labor, capital, land, and technology, highlighting its critical role in modern production activities [11] - The top-level design and policy framework for data elements have become increasingly refined, with a focus on activating the potential of data elements and establishing a sound market environment [13][14] Recent Policy Developments - Since 2024, the pace of policy implementation regarding data elements has accelerated, transitioning from top-level design to actionable policies, thereby establishing a solid institutional foundation for the industrialization of data elements [18] - Key policies include the promotion of public and enterprise data resource development, the establishment of a high-efficiency data circulation market, and the enhancement of data infrastructure [19][20][24] AI and Data Market - The report highlights the emergence of a trillion-dollar blue ocean market in the data industry, with the industry value surpassing 2 trillion yuan in 2023 and expected to maintain a growth rate of over 20% annually in the coming years [43][44] - The integration of AI applications is expected to further stimulate the demand for high-quality data, creating a reciprocal relationship that enhances both AI performance and data value [39] Future Policy Outlook - The year 2026 is designated as the "Year of Data Element Value Release," with a focus on improving data flow and resource allocation channels, thereby enhancing the overall market ecosystem [32][33]

Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The beginning of 2026 is marked as the "Year of Data Element Value Release," with a strategic focus on market-oriented reform for data element allocation, aiming to clarify the development path for digital economy work [2][4] - The establishment of a data property registration system is expected to accelerate, promoting data circulation and usage, thereby releasing the value of data elements [6] - The report suggests focusing on companies with high-quality data resources, particularly in sectors like healthcare, finance, and industrial fields that possess scarce data, as well as firms with strong capabilities in data processing, management, and analysis [6] Summary by Sections Data Element Value Release - Multiple regions have identified 2026 as the "Year of Data Element Value Release," with the core goal of facilitating data flow and configuration, activating supply and demand, and integrating data elements into value creation [6][12] - The transition from "infrastructure building" to "efficiency release" is anticipated, leading to a revaluation of data element value that will benefit the entire industry chain [6][12] Data Standardization - National standards for data are expected to be established, with over 30 key data standards planned for release in 2026, focusing on public data, high-quality datasets, and data infrastructure [12] - The establishment of data standardization is seen as crucial for addressing issues related to rights confirmation, pricing, supply and demand, and trust, thereby facilitating the practical release of data element value [12]

Core Insights - The data factor market in 2026 is characterized by both "improved policy systems" and "local practical implementation" [1] - The year 2026 is designated as the "year of data factor value release," with expectations for rapid development in public and enterprise data products [2] Policy Developments - Multiple documents related to the value extraction of data factors have been released, including guidelines for promoting high-quality data industry development and strengthening data technology innovation [1] - The national data bureau has published 100 key public data demonstration scenarios covering various sectors, including smart agriculture and healthcare, which have shown effective results [2] Market Dynamics - The value of data factors is expected to accelerate, driven by both public and enterprise data, entering a phase of rapid release [2] - In 2025, significant progress was made in the construction of data infrastructure, with over 30 policies introduced to enhance resource registration and operational norms [4] Industry Applications - Public data products, such as weather warning services and macroeconomic statistical visualization, are anticipated to achieve large-scale supply [3] - The industrial internet data products are being shared within supply chains, enhancing data value circulation and efficiency [3] Challenges in Value Release - The market faces multiple coordination obstacles that hinder the full release of data value, stemming from unclear responsibilities and fragmented rules [4][5] - There is a lack of clarity in data rights and revenue distribution, particularly in cross-regional and cross-industry applications [5] Future Outlook - The establishment of a unified national data market is crucial for overcoming coordination issues, with a focus on creating standardized trading rules and registration systems [6] - The integration of data infrastructure with artificial intelligence is expected to provide technical solutions for embedding data into business processes [7] Measurement and Evaluation - The need for quantifiable standards to assess data value is emphasized, with suggestions for focusing on market value generated by data products [8] - The data factor market in China is projected to reach a scale of 204.29 billion yuan by 2025 and exceed 300 billion yuan by 2028, driven by institutional and technological advancements [8]

Core Insights - The data factor market is experiencing a dual trend of "policy system improvement" and "local practical implementation" at the beginning of the new year [1] - Multiple policy documents focusing on the value extraction of data factors have been released, indicating a strong national directive towards data utilization [1] - By 2026, it is designated as the "Year of Data Factor Value Release," highlighting the government's commitment to enhancing data's role in the economy [1] Policy Developments - Several policy documents have been issued this year that emphasize the importance of data factor value extraction [1] - Local governments are actively advancing practical explorations, such as Shanxi's implementation plan for comprehensive digital economy development [1] - The first national transaction of "embodied intelligent data sets" was completed in Jiangsu, showcasing local initiatives [1] Market Trends - Experts predict that public data products, such as meteorological and statistical analysis, will mature quickly due to their compliance advantages [1] - The supply of data products in the financial and healthcare sectors is expected to rapidly develop under market-driven conditions [1] - These developments are set to empower the real economy through data factors, marking a new chapter in economic growth [1]

Core Viewpoint - The data factor market is characterized by both "policy and institutional improvement" and "local practical implementation" at the beginning of the new year, with a clear national directive aiming for 2026 to be the "year of data factor value release" [1] Group 1: Policy Developments - Multiple policy documents focusing on the value extraction of data factors have been issued since the beginning of the year, indicating a strong governmental push [1] - Local initiatives, such as Shanxi's implementation plan for the comprehensive development of the digital economy, demonstrate practical efforts to advance this agenda [1] Group 2: Market Trends - The first national transaction of "embodied intelligent data sets" was completed in Jiangsu, showcasing the market's evolving landscape [1] - Experts predict that public data products, particularly in meteorology and statistical analysis, will mature rapidly due to their compliance advantages [1] Group 3: Industry Implications - The financial and healthcare sectors are expected to see a rapid formation of data product supply driven by market forces, contributing to the empowerment of the real economy through data factors [1]

Group 1 - The core viewpoint of the articles highlights the dual characteristics of "policy system improvement" and "local practice implementation" in the data factor market at the beginning of the year, with a clear national directive aiming for the "release of data factor value" by 2026 [1] - Multiple policy documents focusing on the value extraction of data factors have been issued, and local practices are advancing, such as the implementation plan for the comprehensive development of the digital economy in Shanxi and the first national transaction of "embodied intelligent data sets" in Jiangsu [1] - Experts predict that public data products, particularly in meteorology and statistical analysis, will mature rapidly due to compliance advantages, while data products in finance and healthcare will also form quickly under market-driven forces [1][2] Group 2 - The value of data factors is expected to accelerate, with public and enterprise data serving as the two main carriers, entering a phase of rapid value release, which is crucial for market transformation by 2026 [2] - By 2025, China's data infrastructure construction will enter a practical phase, achieving breakthroughs in resource registration, operational authorization, and pricing mechanisms [2] - Public data applications have already demonstrated effectiveness in various sectors, including smart agriculture and healthcare, with applications like precise medical insurance services and seamless entry to scenic spots [2] Group 3 - The analysis indicates that public data products not involving personal privacy are likely to achieve large-scale supply first, while commercially valuable data products in financial risk assessment and clinical diagnosis will accelerate their market entry [3] - Industrial internet data products are being developed through trusted data spaces established by leading enterprises, facilitating value sharing and circulation within the industry chain [3] Group 4 - The current market faces multiple collaborative obstacles that hinder the full release of data factor value, stemming from a lack of coordinated governance and resulting in fragmented rules and unclear responsibilities [4] - The existing management structure, with multiple departments overseeing data resources, complicates unified resource allocation and rule formulation [4] - Issues such as "products without demand" highlight the need for a vibrant data factor market, where demand is essential for realizing data value [4] Group 5 - To facilitate the smooth release of data factor value, addressing collaborative obstacles is crucial, focusing on resolving issues of coordination, fragmented rules, and unclear responsibilities [5] Group 6 - The national data work conference emphasizes accelerating the cultivation of a unified national data market, enhancing top-level design to promote cross-regional and cross-industry rule interoperability [6] - The focus of policies will shift from "establishing rules" to "implementing and promoting collaboration" as 2026 approaches, with a unified transaction rule and registration system expected to transform data holders' perspectives from "cost centers" to "profit centers" [6] Group 7 - Establishing standards for measuring data value is essential for the long-term development of the market, with a focus on quantifying data circulation and transaction scale [7] - The future assessment system should measure the actual benefits of data in digital transformation and its contribution to the core industries of the digital economy [7] - The data factor market in China is projected to exceed 200 billion yuan by 2025 and is expected to surpass 300 billion yuan by 2028, driven by institutional and technological advancements [7]

Core Viewpoint - The event held in Changsha focused on the theme "Data Empowerment, Multiplying Upwards," showcasing the city's achievements in the data element sector and exploring innovative paths for data value release [1] Group 1: Competition Results - The Changsha preliminary competition attracted 191 teams, with one team advancing to the finals after expert evaluations and presentations [3] - Changsha won 64 awards in the provincial competition, including 21 first prizes, and received the "Pioneer Award" from the Changsha Data Bureau [3] - In the national finals, Changsha secured 10 awards, including 2 first prizes, ranking first among provincial capital cities in terms of both quantity and level of awards [3] Group 2: Policy Insights - A special session was dedicated to policy explanations to facilitate project implementation, with insights from Chen Jianhua, Chief Engineer of the Changsha Data Bureau, on funding and project quality management [3] - Attendees expressed that the policy discussions were highly relevant and provided clear guidance for future project development [3] Group 3: Expert Opinions - Experts highlighted that data empowerment has entered a new phase of both breadth and depth, with Changsha positioned among the top tier nationally due to its clear strategy and solid industrial foundation [5] - As one of the first national data labeling bases, Changsha possesses high-quality data production capabilities and rich industrial heritage, particularly in engineering machinery and audio-visual cultural creation [5] Group 4: Future Outlook - The Changsha Data Bureau plans to deepen market-oriented reforms in data element allocation, focusing on four key areas: enhancing project transformation, exploring data resource utilization, building a development ecosystem, and seizing policy opportunities [6] - The goal is to transition successful competition projects from the "arena" to the "market," encouraging businesses to clarify commercialization paths and application scenarios [6] - The bureau aims to cultivate a batch of data-driven enterprises and develop public data authorization operation demonstration projects by 2026 [6]