内容概况：随着"数据要素化"与"人工智能"两大引擎的并轨，数据复制从一项基础的IT保障技术，升级 为支撑企业数字化转型和国家数据基础设施建设的核心支柱。2024年，中国数据复制软件行业市场规模 约为7.58亿元，同比增长12.30%。技术方面，实时复制、持续数据保护（CDP）、跨平台兼容等技术成 熟，支撑从本地到云端、结构化到非结构化数据的全场景覆盖。例如，英方软件"动态文件字节级复 制"实现金融核心系统PB级数据国产替代，华为OceanStor存储层块级复制满足政府云灾备需求。 相关上市企业：英方软件（688435） 相关企业：浪潮电子信息产业股份有限公司、曙光信息产业股份有限公司、紫光股份有限公司、兆易创 新科技集团股份有限公司、北京君正集成电路股份有限公司、锐捷网络股份有限公司、中兴通讯股份有 限公司、海光信息技术股份有限公司、中科寒武纪科技股份有限公司、奇安信科技集团股份有限公司 关键词：数据复制软件、数据复制软件市场规模、数据复制软件行业现状、数据复制软件发展趋势 一、行业概述 数据复制软件是一种通过监控、获取、传输、存储及校验数据，实现数据从源端向目标端精准复制的专 用工具。其主要功能是将一组数据 ...

【新思想指引科技强国建设新征程】 国家数据局党组书记、局长刘烈宏 党的十八大以来，习近平总书记深刻洞察数字时代发展大势和科技创新趋势，历史性提出将数据作为生 产要素的重要论断，就建设数字中国提出一系列新思想新观点新论述，作出一系列战略部署，推动数字 中国建设取得重要进展和显著成效。今年是推进数字中国建设10周年，也是"十五五"规划谋篇布局的关 键时期。党的二十届四中全会对"十五五"时期"突出科技创新的引领作用""深入推进数字中国建设"提出 了新的要求，为我们以数字变革驱动科技跨越、以科技不断催生新质生产力，指明了前进方向、提供了 根本遵循。我们要深入学习贯彻习近平总书记重要指示精神，落实党中央、国务院决策部署，多措并举 激发数据要素潜能，凝心聚力推动各领域数字化发展，以数字中国建设有力支撑强国建设，赋能中国式 现代化。 一、深刻认识加快数据科技创新的重大意义 科技自立自强是国家强盛之基、安全之要。习近平总书记指出："科技是国之利器，国家赖之以强，企 业赖之以赢，人民生活赖之以好。"当前，新一轮科技革命和产业变革已进入到深化演进阶段。数据作 为关键生产要素，能不能有效供得出、流得动、用得好、保安全，对于我国抢抓 ...

这些会议，是为可能即将签署的数据合作开发协议铺路。国家管网运营的全国"油气一张网"，不仅是物 理的能源动脉，也是汇集了生产、运输、交易、设备状态等海量信息的"数据一张网"。当下的任务，是 思考如何让这些"硬设施"里的数据实现"软联通"，以打破市场壁垒，激活产业链。 行动的紧迫感，源于一项顶层设计的落地。2025年11月25日，国家数据局与国务院国资委联合启动"国 有企业数据资源开发利用试点工作"。试点工作明确了国家管网、中国移动、国机集团、中国汽车技术 研究中心、中国南方电网等12家中央企业作为首批试点牵头单位，要求它们联合民营企业、科研院所等 组建"合作阵营"，共同探索数据从资源到资产再到资本的跃迁路径。 在国家数据局副局长陈荣辉的表述中，这并非普通的信息化升级，而是"国有企业数据效能提升行动"与 新一轮国企改革深化提升行动的"有机结合"，旨在驱动公司治理和经营模式的"深度变革"。 一名国资委人士表示，试点工作的意义在于，首次系统性推动占据国民经济关键领域、坐拥海量高价值 数据的"国家队"，向数据要素市场的深水区进发。最具挑战性的任务，是正面回答数据要素化进程中三 个核心堵点：确权难、定价难、流通难。 随着 ...

在近日举办的"AI+医疗数据引领大健康行业升级"会议上，健康160（2656.HK）首次披露：其AI驱动医 院运营升级方案已助力深圳某医院实现年增收超5000万元。这一数字背后，是医疗数据要素化价值释放 的冰山一角。 政策东风已至：医疗AI迎来黄金投资窗口 "医疗大数据作为第五大生产要素的价值释放窗口已经打开。"与会专家指出，在数据要素市场化配置改 革加速背景下，健康160等平台型企业将率先受益。 商业模式已验证：双轮驱动打造增收引擎 健康160集团总裁冀冉在主题演讲中系统展示了其独特的盈利模式。公司以医院微信公众号为数字化主 阵地，构建消费医疗、智慧导诊、医生品牌与院长数据驾驶舱四大模块，形成完整的公众号运营升级方 案，推动医院向数据驱动的精准运营转型。 在平台推广上，健康160依托"公众号私域+平台公域"双轮驱动模式，结合5500万用户数据与华为鸿蒙生 态入口，基于AI精准推荐为医院引流优质患者。这一模式不仅解决了医院在医保控费背景下的增收难 题，更开辟了可复制、可推广的数字化实践路径。 尽管医疗数据所有权归患者所有，但通过创新服务模式，健康160可合法为药企、保险机构等提供合规 数据服务，开辟全新营收渠 ...

Group 1 - The company has established a dual-driven layout in Hainan focusing on "Beidou + Digital Transportation" and "Data Elements + Smart Governance" [2] - The company is actively participating in the ecological construction of Hainan's data exchange and data supermarket [2] - The Hainan customs closure policy significantly benefits the company's promotion of Beidou applications and data element business in Hainan [2]

Core Insights - The "14th Five-Year Plan" emphasizes accelerating the cultivation of new productive forces and strategically laying out future industries, with financial technology being a core application of disruptive technologies [1][5]. Group 1: Future Development Insights - AI is set to become a core capability in finance, transitioning service models from "digital" to "intelligent," with large models evolving into intelligent agents capable of autonomous decision-making [3]. - Quantum technology will reshape financial security and computational capabilities, addressing long-term risks to financial data security posed by quantum computing [4]. - The integration of data as a production factor and the collaborative development of financial innovation are crucial for achieving technological self-reliance [5]. Group 2: Recommendations for Action - Strengthening the virtuous cycle of "technology-industry-finance" to ensure financial support throughout the entire cycle of technological innovation [5]. - Accelerating the establishment of standards and regulatory frameworks for cutting-edge technologies like AI and quantum in the financial sector [5]. - Enhancing collaboration between industry, academia, and research to create open and shared platforms for technology validation and innovation [5].

Core Insights - The healthcare sector is viewed as a valuable yet challenging area for AI implementation due to its vast data, high barriers, and specialization [1] - Tempus AI has emerged as a leader in the U.S. healthcare technology market with a unique "data + AI" model, achieving a stock price peak of $104.32 in October [1] - In China, the exploration of monetizing medical data is progressing, with companies like Yimai Sunshine potentially becoming significant players in the medical AI landscape [1][2] Group 1: Company Developments - Yimai Sunshine has signed a data cooperation agreement to build a high-quality medical imaging dataset, marking a significant step in its data-driven strategy [1] - The collaboration involves Yimai Sunshine, Beijing Data Pilot Zone Service Co., and Beijing International Computing Power Service Co., focusing on compliance and data processing [1] - The first commercial contract for the jointly built medical imaging dataset is expected to be realized by the end of October 2025 [1] Group 2: Strategic Transformation - Both Tempus AI and Yimai Sunshine are transitioning from traditional medical services to data-driven platforms, ensuring a continuous and compliant data source [3] - Tempus AI integrates various data types to create a "digital twin" of patients, while Yimai Sunshine operates a network of third-party medical imaging centers to enhance data accumulation [3] Group 3: Data Value and Quality - Medical imaging data serves as a critical anchor in personal medical information, providing quantifiable and reliable data for clinical decision-making [4] - Yimai Sunshine has established standards for medical imaging data, facilitating data flow and platform application [4][5] - The company is expanding its data services beyond imaging to include multi-dimensional data integration, enhancing its competitive edge [5] Group 4: Business Model and Financial Structure - Yimai Sunshine's business model focuses on ecosystem building rather than vertical integration, aiming to create a closed loop of "data-model-scenario" [6][7] - The company is transitioning from a service-based revenue model to one that includes data empowerment and service income, indicating a shift towards scalable value realization [7] - Yimai Sunshine's investment in AI company Yinghe Medical Technology aims to strengthen its AI capabilities and enhance its industry ecosystem [8] Group 5: Future Outlook - Yimai Sunshine's recent investments in AI technology reflect its intent to convert data value into intelligent applications, potentially leading to a self-reinforcing development cycle [10] - The company's model of "state-owned asset protection, data-driven, and ecosystem co-construction" offers a new pathway for the development of medical data enterprises in China [10]

Investment Rating - The report does not explicitly state an investment rating for the AI CRM industry Core Insights - The AI CRM systems are evolving from traditional models to intelligent, personalized, and sustainable solutions driven by rapid advancements in artificial intelligence technology, particularly generative AI [7][8] - The integration of AI into CRM systems is not only a technological innovation but also a strategic choice for businesses to enhance customer value and achieve sustainable growth in response to macroeconomic trends [7][22] - The report emphasizes the importance of compliance with data privacy regulations and the need for businesses to embed compliance capabilities into their AI CRM systems to mitigate legal risks and enhance brand reputation [19][22] Summary by Sections 1. Research Background and Transformation Drivers - The global business landscape is undergoing significant changes due to structural economic adjustments, disruptive technologies, and evolving market dynamics, necessitating a shift in customer relationship management [14][15] - Traditional CRM systems are increasingly seen as limited in addressing modern business needs, prompting a transition to AI-driven CRM solutions [15][23] 2. Key Trends in AI Reshaping CRM - The interaction paradigm of CRM is shifting from passive response to proactive insights, enabled by advancements in large language models [31][32] - AI technologies enhance CRM systems' capabilities in understanding customer needs, automating processes, and providing personalized experiences [34][35] 3. Market Demand and Technological Drivers - There is a growing demand for intelligent CRM solutions as customer expectations evolve towards personalized and seamless interactions [24][25] - Traditional CRM systems face limitations in data management, interaction capabilities, and predictive analytics, which AI technologies aim to address [26][28] 4. AI CRM Market Status - The report outlines various technological routes for AI CRM, including traditional on-premise solutions, standardized SaaS models, and integrated PaaS/SaaS approaches [49][52][58] - The integration of AI capabilities into CRM systems is primarily achieved through functional point integration, allowing businesses to enhance existing systems with AI features [59]

Core Viewpoint - The company, Shenzhen Sanda Industrial Co., Ltd., is actively engaging in various projects and initiatives to enhance its market position and address recent stock price fluctuations, while also planning a significant capital raise through a targeted stock issuance [2][3][4]. Group 1: Stock Performance and Market Activity - As of September 12, 2025, Shenzhen Sanda A's stock closed at 23.54 yuan, reflecting a 1.16% increase with a turnover rate of 3.19% and a trading volume of 347,200 shares, amounting to a total transaction value of 830 million yuan [1]. - On the same day, the main funds experienced a net outflow of 36.77 million yuan, accounting for 3.64% of the total transaction value [4]. Group 2: Corporate Announcements and Developments - The company confirmed its successful bid for the BEST equipment water cooling system project, indicating ongoing engagement in significant contracts [2]. - Shenzhen Sanda A has received approval from the China Securities Regulatory Commission for a targeted stock issuance, aiming to raise up to 2.5 billion yuan for various projects, including cloud operations and distributed storage research [3][4]. - The company is focusing on enhancing its core competitiveness and managing its market value through strategic operational improvements and high-quality development initiatives [2]. Group 3: Data Infrastructure and Innovation - The company is positioning itself as a pioneer in data factorization practices, actively developing data infrastructure and innovative products, with over 120 data innovation projects signed as of August 2025 [2]. - Shenzhen Sanda A has secured public data authorizations from 20 provinces and cities, creating multiple data products across various industries, including finance, healthcare, and transportation [2].

Core Viewpoint - The company is actively engaged in the development of data infrastructure and services, positioning itself as a pioneer in the data factorization practice, leveraging its "cloud-data integration" technology system and high-security computing infrastructure [1] Company Initiatives - The company has undertaken over 120 data innovation-related projects as of August 2025, providing data innovation services to a diverse range of clients [1] - It has achieved public data authorization from 20 provinces and cities, developing over ten data products across various industries including agriculture, finance, culture and tourism, transportation, justice, and healthcare [1] - The company’s self-developed data intelligence platform and one-stop data governance solutions have supported the digital transformation of major state-owned enterprises, enhancing their high-quality development with secure and user-friendly data infrastructure [1] Industry Engagement - The company has facilitated the first-level public data cascading connection in provinces and cities such as Hunan, Yunnan, Hebei, and Henan, promoting the collection, sharing, and utilization of local public data [1] - The newly incubated "China Electronic Cloud Trusted Data Space" has participated in the first batch of national data infrastructure pilot projects and several innovative development pilot projects for trusted data spaces [1]