Core Insights - The rapid development of the digital economy has highlighted the value of data as a new production factor, now recognized as the "fifth production factor" following land, labor, capital, and technology [2] - China's data output accounts for 10.5% of the global total, with a national action plan aiming for a compound annual growth rate of over 15% in the data industry by 2029 [2][3] - The establishment of data industry funds across provinces is accelerating, driven by government policies to enhance the marketization of data elements and support digital economic transformation [3][4] Data Industry Fund Growth - By June 2025, the total scale of data industry funds across provinces exceeded 150 billion yuan, a significant increase from less than 50 billion yuan in 2023, indicating strong governmental support for the data element market [4][5] - The growth of data industry funds is characterized by a shift from pilot projects to large-scale implementations, with notable funds established in 2023 focusing on diverse investment directions [7][10] Regional Development Patterns - Eastern coastal provinces are leading in fund establishment, with Guangdong's fund group reaching a total scale of 100 billion yuan, making it the largest known single data industry fund in China [13][14] - Central provinces like Henan and Hubei are catching up by focusing on integrating data elements with traditional industries, emphasizing application-driven characteristics [16][17] - Western provinces are leveraging national strategies like "East Data West Calculation" to enhance their data infrastructure, focusing on foundational projects and spatial data facilities [19][20] Investment Strategies - Investment directions are diversifying, moving from traditional infrastructure to include data assetization, cross-border data flow, and privacy computing [21][33] - Funds are increasingly aligning with national strategies, such as the Chongqing fund's focus on satellite internet and the Guangdong fund's emphasis on cross-border data flow [21][22] Challenges and Considerations - The rapid expansion of provincial data industry funds presents challenges, including the need for effective project conversion and the risk of homogeneous competition among provinces [34][35] - Compliance and security governance are critical, especially for funds involved in cross-border data flow, necessitating a balance between innovation and regulatory adherence [34][35]

Core Insights - The article highlights the transformation of Nanjing's Xuanwu District into a key hub for data element circulation in the Yangtze River Delta, driven by the shift from traditional growth models to a focus on data as a new production factor [1][3][4]. Group 1: Data Economy Development - Xuanwu District has embraced data as a new "land" to overcome limitations posed by land scarcity and slow growth in traditional commerce and services [3][4]. - The establishment of the Jiangsu Data Exchange and various data-related initiatives, such as the first battery digital passport innovation center and a compliance data cross-border service platform, marks significant progress in the region's data economy [1][4][5]. - The district's proactive approach to data cross-border services positions it as a leader in the national data element reform landscape, despite not being part of the initial pilot areas [4][5]. Group 2: Integration of Data and Industry - The integration of data elements with Jiangsu's manufacturing capabilities is crucial for fostering new productive forces, as evidenced by the establishment of national industry clouds in the district [5][8]. - The Xuanwu Big Model Factory has attracted numerous AI companies, facilitating collaboration between traditional manufacturing and advanced data technologies, thus driving digital transformation in the manufacturing sector [9][10]. - The district's initiatives, such as the development of a digital passport for batteries, enhance the competitiveness of local industries in international markets by ensuring traceability and compliance with new regulations [9][10]. Group 3: Institutional Innovation and Ecosystem Building - Xuanwu District is actively exploring legal frameworks and institutional innovations to support data asset rights, compliance transactions, and data security governance [13][14]. - The establishment of a data quality assessment base and a data element legal service laboratory reflects the district's commitment to creating a robust ecosystem for data transactions [13][14]. - The district's shift from a land-centric to a data-centric development model signifies a broader transformation in governance and economic strategy, emphasizing the importance of data in urban development [14][15]. Group 4: Future Prospects and Strategic Vision - The article suggests that the future of urban development will increasingly rely on the richness of data ecosystems rather than physical space, positioning Xuanwu District as a model for other cities facing similar challenges [17]. - The district's experience illustrates that data elements can serve as a catalyst for traditional industries to evolve, highlighting the need for continuous exploration and innovation in the digital economy [17].

Core Insights - The total national data production in China reached 41.06 ZB in 2024, marking a 25% year-on-year increase, with a per capita data production of approximately 31.31 TB, also reflecting a growth of 25.17% [2][3] Data Production and Growth - The national data production volume has surpassed 40 ZB for the first time, with a growth rate increase of 2.56 percentage points compared to the previous year [2] - The total computing power in 2024 reached 280 EFLOPS, with intelligent computing power accounting for 32% of this total, indicating a significant enhancement in data processing capabilities [2] Sector and Regional Distribution - Data production is concentrated in major economic provinces, with Guangdong, Jiangsu, Shandong, Zhejiang, Henan, and Sichuan accounting for 57.45% of the national total [4][5] - The financial sector remains a leader in data production, with the financial cloud market projected to reach $5.23 billion in the second half of 2024, reflecting an 11% year-on-year growth [6] Emerging Trends and Technologies - The rapid development of artificial intelligence has led to a 40.95% increase in data used for AI training and inference, with smart home and connected vehicle data growing at 51.43% and 29.28%, respectively [3] - New sectors such as low-altitude economy and robotics are emerging as significant contributors to data production, with growth rates exceeding 30% [3] Data Utilization and Market Dynamics - The report indicates that only 2.9% of the produced data is stored, highlighting a significant underutilization of data resources [7] - Active data utilization has improved, with a 22.73% increase in active data volume, and over 66% of leading enterprises have purchased data [8] Future Projections - The national data production is expected to continue growing, with projections indicating it may exceed 50 ZB by 2025, driven by emerging industries such as autonomous driving and low-altitude economy [9] - The data industry in China is anticipated to reach a scale of 7.5 trillion yuan by 2030, with over 190,000 related enterprises currently operating in the sector [9]

来源：中国新闻网 中新网杭州5月10日电(郭其钰)5月10日，2025中国数谷·西湖论剑大会在浙江杭州开幕。政产学研用各界 人士从数据要素价值释放、人工智能创新突破、数字时代安全共生等角度，共探数据要素市场化配置改 革与人工智能深度融合。 当前，在数据要素价值日益凸显、人工智能技术加速迭代升级的背景下，数据要素与人工智能深度融 合，已成为驱动全球科技革命与产业变革的核心力量。 5月10日，2025中国数谷·西湖论剑大会在浙江杭州开幕。(主办方 供图) 当日会上，国家数据局数字科技和基础设施建设司、中国网络空间安全协会、中国电子信息产业发展研 究院以及杭州市等共同启动"数据要素×人工智能赋能高质量发展倡议"。该倡议将在深化制度创新、加 快技术创新、推动组织创新、支持场景创新、重视生态创新五方面，着力构建开放、融合、协同、安全 的"数据要素×人工智能"新格局。 以杭州为例，作为数字经济起步较早地区，该市正实施"人工智能+"行动，推动数字经济向智能经济升 级。杭州市委常委、副市长方毅当日介绍，杭州拥有国家新一代人工智能创新发展试验区和国家人工智 能创新应用先导区两大平台，以通用大模型支撑行业专用模型发展，目前已有2 ...

Group 1 - The core viewpoint of the article is that the Henan provincial government aims to establish Henan as a significant data circulation hub and industrial development highland by 2029, supported by the successful completion of the "Data Vault" project by China Electronics (Zhengzhou) Data Industry Co., Ltd. [1][3] - The implementation of a "negative list management" model for public data supply in Zhengzhou has led to the first batch of 275 items of external data being made available, creating a clear governance system for data elements [1][3] - Zhengzhou has been recognized as a pilot city for national data circulation infrastructure, achieving rapid progress in market-oriented data element allocation through institutional innovation and technological breakthroughs [3][4] Group 2 - The establishment of a "1+5+24" data foundation system in Zhengzhou integrates "institution + technology + market" to accelerate the construction of a national data warehouse, facilitating large-scale circulation across key sectors such as finance, transportation, education, and healthcare [3] - In the financial sector, eight types of public data, including household registration and real estate, have been opened for application in Henan, while in transportation, data assetization has been advanced through collaboration with China Electronics [3] - Zhengzhou has received multiple honors, including being named a "National Data Element Comprehensive Pilot Zone" and an "Excellent Public Data Authorization Operation Model Award" [3] Group 3 - Zhengzhou is collaborating with China Electronics to operate the China Electronics (Zhengzhou) Data Innovation Center, attracting 35 ecosystem enterprises across the data processing, trading, and compliance consulting sectors [4] - The 2024 "Data Element ×" Ecological Conference, co-hosted by China Electronics and the Zhengzhou government, attracted nearly 2,000 participants and around 650 ecosystem enterprises, focusing on deepening cooperation in data-driven industrial integration [4] - Future efforts will focus on optimizing data authorization systems, enriching urban data asset connotations, and building a new type of infrastructure for data security and elementization, aiming to create a data element industry cluster centered in Zhengzhou and radiating across Central China [4]