今天分享的是：艾瑞咨询：2025年中国城市可信数据空间行业研究报告 报告共计：27页 艾瑞咨询2025年中国城市可信数据空间行业研究报告核心总结 在城市化与数字化转型背景下，数据成为城市治理核心资源，城市可信数据空间作为政府主导、多方共建的城市数据基础设施，为数据 可信、安全、合规流通利用提供通道，对城市治理与产业赋能意义重大。艾瑞咨询此报告从多维度剖析该行业。 报告先明确城市可信数据空间概念，指出其是可信数据空间的城市级形态，以公共数据为主、社会数据为辅，旨在打破数据流通困境、 激活数据要素潜能、促进城市治理升级。发展驱动因素多元，政策上，国家与地方出台系列政策，鼓励建设并开展试点，推动行业规模 化落地；技术上，隐私计算（如多方安全计算、联邦学习等）解决数据"可用不可见"，区块链实现数据存证溯源与规则自动执行，为数 据流通提供技术保障；需求上，当前数据开发利用不足，城市治理面临数据沉睡、协同低效等问题，亟需可信数据空间盘活资源并以公 共数据牵引多维度数据融合。 接着阐述发展现状，城市可信数据空间以政务云为基石，构建数据流通利用支撑底座，搭配数据运营管理与开发利用两大平台，形成总 体框架，核心能力涵盖可信管控 ...

丨 2025年9月29日星期一丨 NO.1多地公共数据共享应用取得新进展 据央视新闻9月28日消息，国家数据局当天举行新闻发布会。据会上信息，多地深化公共数据共享应用 取得一系列新进展。江苏上线省市一体化公共数据授权运营平台，开发86个公共数据产品，应用场景涉 及金融服务、低空经济等领域；山东开展数据共享520亿余次，同时围绕人工智能发展，在工业制造、 交通运输等领域打造高质量数据集90余个；河北开展公共数据常态化归集和社会数据资源调查，形成 5458项资源目录；广东向社会开放公共数据超270亿条，为"高效办成一件事"提供数据支撑。 NO.3上海元宇宙相关产业规模已突破3000亿元 9月28日消息，在2025元宇宙发展论坛上，上海市经信委副主任葛东波表示，目前全市元宇宙核心产业 以及关联的产业规模已经突破了3000亿元，集聚XR(扩展现实)终端制造企业30余家，光学模组、空间 计算芯片等核心元器件产能占到全国40%以上。后续将重点推进三个方面的工作：一是围绕物理AI(人 工智能)、空间计算、数字人、三维数字内容开展技术攻关与应用试点；二是深入挖掘产品应用，推动 工业、医疗、教育、文旅、交通等领域里元宇宙标杆场 ...

NO.2 乐享科技宣布完成2亿元融资 9月28日消息，消费级具身智能机器人企业乐享科技正式宣布完成2亿元"天使＋＋"轮融资。本轮融资由 钟鼎资本领投，老股东IDG资本持续加投。资金将主要用于自研核心零部件攻关、机器人本体与运动控 制技术开发、意识仿生模型迭代等，目标是加速消费级具身智能产品规模化落地。 点评：本次融资反映了资本市场对消费级机器人赛道的高度信心，推动初创企业从研发向规模化生产落 地转型。不过，虽然消费级市场潜力巨大，但高研发投入和运动控制技术瓶颈可能拖累盈利周期。投资 者需关注公司执行效率与市场竞争（如国内外机器人企业），避免泡沫风险。 每经记者｜杨卉 每经编辑｜文多 丨 2025年9月29日 星期一丨 NO.1 多地公共数据共享应用取得新进展 据央视新闻9月28日消息，国家数据局当天举行新闻发布会。据会上信息，多地深化公共数据共享应用 取得一系列新进展。江苏上线省市一体化公共数据授权运营平台，开发86个公共数据产品，应用场景涉 及金融服务、低空经济等领域；山东开展数据共享520亿余次，同时围绕人工智能发展，在工业制造、 交通运输等领域打造高质量数据集90余个；河北开展公共数据常态化归集和社会数 ...

Group 1 - The Fourth Global Digital Trade Expo opened in Hangzhou, where Dean Diagnostics signed a strategic cooperation agreement with Hangzhou Data Group to co-build a trusted data space for the city [1] - The collaboration aims to create advanced and secure infrastructure for the trusted data space, explore market-oriented data allocation mechanisms, and promote efficient data circulation to enhance the regional digital economy [1][2] - Dean Diagnostics will leverage its high-quality data resources in the medical diagnostics field to establish a trusted data sub-space for the industry, facilitating compliant data circulation and commercial applications [1][2] Group 2 - Dean Diagnostics has developed high-quality data sets across various fields, including oncology, infections, chronic diseases, and maternal and child health, based on over 20 years of service to more than 22,000 medical institutions [2] - The company plans to transition from a data provider to a data operator and value co-creator, establishing a closed-loop ecosystem of "data-service-application" [2] - The launch of the "Smart Inspection Link - Integrated Management Platform for Regional Testing/Pathology" aims to address challenges in regional healthcare, enhancing digital capabilities in grassroots medical services [3]

Core Viewpoint - The strategic partnership between Dian Diagnostics and Hangzhou Data Group aims to establish a trusted data space in Hangzhou, focusing on the efficient circulation of data elements and promoting high-quality development of the regional digital economy [1][2]. Group 1: Strategic Collaboration - Dian Diagnostics signed a strategic cooperation agreement with Hangzhou Data Group to co-build a trusted data space infrastructure in Hangzhou [1]. - The collaboration will leverage Dian Diagnostics' extensive medical testing data to create a compliant trading platform for medical data elements [2]. - The partnership aims to develop high-quality medical data sets and AI medical products, enhancing public health monitoring services for government departments [2]. Group 2: Data Utilization and Innovation - Dian Diagnostics plans to transition from a data provider to a data operator and service enabler, creating a closed-loop ecosystem of "data-service-application" [3]. - The company will enhance AI model optimization in areas such as auxiliary diagnosis and health management through deep operation of medical data assets [3]. - The initiative aims to integrate medical data with digital technology and public services, contributing to Hangzhou's goal of becoming a "digital health capital" [3].

扫码文末"投小圈" 加 入行业交 流群 作者：明树数据 | 案例名称 | 地区 | 项目业主 | 总接数 | Cipi | (21 70) | 其後維多部 (21 22) | | | (73 7L) | (%) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 池州市公共服务能力提升及可信数据控润厚 | 社科市 | 泡州市数字城市运行管理中心 | 10662.6 | 6162.6 | 4500 | | 1.27 | 2025-08-26 | 500 | 2.32% | | 济南城市可信数据空间项目 | 山东省 济南市 | 济南大数据集团有限公司 | 26723.5 | 5723.5 | 20000 | 1000 | 1.49 | 2025-08-20 | 15000 | 2.00% | | 莆田市数据要索可信流通服务平台 | 福建省 肖田市 | 斯田市数学集团有限公司 | 13694 | 5094 | 8000 | | 1.56 | 2025-07-15 | 4000 | 2.04% | | 东营市城市可信数据空间及 ...

Core Viewpoint - Jiuyuan Yinhai (002777) is actively engaging in the development and implementation of data products, capabilities, and services in the public welfare sector, contributing to the construction of a digital government and digital economy in China [1] Group 1 - The company is leveraging government public data to innovate in data products and services [1] - The focus areas include healthcare insurance, digital governance, and smart city data value extraction [1] - The initiatives aim to promote the high-quality development of the data factor market [1]

据了解，青海省通过制定绿色算力地方标准，建成中国首个100%清洁能源可溯源绿色大数据中心和共 享储能市场化交易平台，为数据要素市场化配置奠定基础。 截至目前，青海省已建在建标准机架约19万架，已建标准机架使用率超95%，算力规模超1.7万 PFLOPS(每秒执行1千万亿次浮点运算)，初步形成"通算+智算+超算"综合算力供给体系。头部企业竞相 落地，绿色算力产业集聚成势。 中新社西宁9月21日电 (李隽)青海省数据要素流通服务创新中心21日在2025首届青海数据要素生态大会 上揭牌。该中心将为数据要素流通交易提供全链条服务支撑，打造"政产学研用"多方协同的创新生态。 青海省地理位置独特，目前电力总装机突破7100万千瓦，清洁能源、新能源装机占比分别达94.6%、 70%。去年青海成为中国首个绿色算电协同试点省。绿色算力具备节能、环保、低功耗等特点。 "我们建成全国首个清洁能源和绿色算力调度中心，全面接入三大运营商和青海大学等5家算力中心算力 资源数据，青海电信、青海联通、青海移动绿电占比均达95%左右，绿色算电协同展现广阔前景。"青 海省数据局局长靳力说。 "青海地处丝绸之路经济带的重要支点，具备构建'数字丝绸 ...

Group 1: Huawei's AI Infrastructure Developments - Huawei's rotating chairman Xu Zhijun announced the upcoming launch of the world's strongest super node, Atlas 950 SuperPoD, with a computing power scale of 8192 cards, expected to be available in Q4 2026 [1] - The new generation product, Atlas 960 SuperPoD, will have a computing power scale of 15488 cards and is anticipated to launch in Q4 2027 [1] - Huawei is confident in providing sustainable and ample computing power for the rapid development of artificial intelligence, emphasizing its critical role in China's AI landscape [5] Group 2: AI Chip Developments - Xu Zhijun shared the roadmap for Huawei's Ascend series, with the Ascend 950PR expected to launch in Q1 2026, featuring Huawei's self-developed HBM [2] - The Ascend 950DT is set to be released in Q4 2026, while the Ascend 960 and Ascend 970 are planned for Q4 2027 and Q4 2028, respectively [2] Group 3: Robotics and Data Innovation - The Ministry of Science and Technology is promoting the application of humanoid robots in various sectors, including automotive manufacturing, logistics, and power inspection, laying a solid foundation for a trillion-level industry [3] - The National Data Bureau is supporting the establishment of comprehensive data element pilot zones to explore new paths for market-oriented data allocation reform [6] Group 4: Investment Opportunities in China - DWS, a major asset management firm, plans to launch an ETF tracking the CSI A500 index in Europe in October, providing overseas investors with a new tool for investing in Chinese assets [4] - The CEO of DWS believes that the current rebound in the Chinese market is sustainable and anticipates that international investors will recognize their underexposure to China within six months [4] Group 5: Automotive Market Insights - The China Automobile Dealers Association forecasts that the total terminal sales of passenger cars in September will reach 2.2 million units, driven by strong promotional efforts and seasonal demand [10]

Core Viewpoint - The company is focusing on the trends of the digital economy and the market-oriented policies regarding data elements, indicating a strategic shift towards digital asset exploration and value extraction [1] Group 1 - The company has accumulated multiple copyright assets in film and related music, which provide significant support for its core business operations [1] - The company plans to cautiously consider advancing the digital exploration and value extraction of related assets in line with policies and strategies [1]