（文章来源：第一财经） 商务部等5部门印发《支持北京市率先试行世贸组织〈电子商务协定〉工作方案》。其中提到，进一步 拓展中国（北京）国际贸易单一窗口功能，推动"单一窗口"功能向口岸物流、贸易服务等环节拓展，全 面推广服务贸易专区应用。支持建设数据要素综合试验区（北京），建立数据登记制度，建立数据要素 市场评价指标，科学评估北京数据要素市场发展情况。 ...

本报讯(记者郭冀川)9月18日国家数据局举办数据要素综合试验区(以下简称"试验区")建设新闻发布会 (第二场)，介绍试验区建设的有关情况。今年7月份，国家数据局发布通知，在北京、浙江、安徽、辽 宁、山东、河南、湖北、湖南、海南、贵州等地部署建设10个试验区，各地将因地制宜，推进试验区建 设。国家数据局新闻发言人、政策和规划司副司长栾婕在会上介绍，试验区建设已取得初步进展，总体 而言，可以概括为"三个一批"。 一是落地一批创新性强的改革举措。试验区建设的一项重大任务，是通过大胆改革和先行先试，探索数 据要素市场化配置改革的新路径。各试验区大胆闯、积极试，推出一系列改革举措。比如，浙江杭州创 新推出"改革沙盒"，探索数据创新容错机制，激发产业活力；温州建立三段式合规评审模式，营造安全 可信、可预期的数据流通环境，破解数据交易信任不足的困境。下一步，国家数据局将支持试验区在更 多领域开展先行先试，在推进数据市场化价值化上探索出更多新做法。 二是打造一批可推广、可复制的经验做法。试验区建设重点是要发挥地方示范带动作用，推动"一地创 新，全国推广"。各试验区因地制宜，立足产业基础、区位优势，积极探索，涌现出一些典型案例 ...

Core Insights - The National Bureau of Statistics of China has announced the establishment of national data element comprehensive pilot zones in 10 provinces, including Beijing, Liaoning, Zhejiang, Anhui, Shandong, Henan, Hubei, Hunan, Hainan, and Guizhou [1] - These pilot zones aim to foster the cultivation of business entities and the expansion of the data market, exploring pathways for the marketization and valuation of data [1] - The initiative is expected to enhance the integration of the real economy and the digital economy, maximizing their combined effectiveness [1] Summary by Categories - **Pilot Zones Development** - The pilot zones will be tailored to local conditions, promoting the construction of data markets [1] - The National Bureau of Statistics will increase support for the development of these pilot zones [1] - **Marketization and Valuation of Data** - The focus is on exploring the marketization and valuation of data to fully unleash the potential of the digital economy [1] - The initiative aims for "one local innovation, nationwide reuse" to facilitate knowledge sharing and best practices [1]

Group 1 - The establishment of national data element comprehensive pilot zones in 10 regions aims to accelerate the exploration of market-oriented and value-oriented paths for data [1] - The National Data Bureau's Deputy Director of Policy and Planning, Luan Jie, stated that support will be provided for localities to focus on advancing 35 pilot tasks in eight key areas, achieving "local innovation and national reuse" [1] - Hainan will focus on building a high-level open mechanism for data in the context of establishing a free trade port with Chinese characteristics [1] Group 2 - Zhejiang will leverage its institutional advantages to promote technological and industrial innovation in the data sector [1] - Beijing will encourage enterprises and institutions to participate in the construction of the pilot zone's system, standard improvement, and data development, with 80% of the pilot task list involving market entities [1]

Company Insights - The conflict between Trump and Musk has escalated into a public feud, leading to a significant drop in Tesla's stock price by over 14%, resulting in a market value loss exceeding $150 billion [2] - Tesla's stock decline is attributed to Trump's threats to cut government subsidies and contracts related to Musk's enterprises, following the passage of a tax reform bill by the U.S. House of Representatives [2] - Circle, a stablecoin company, has officially listed its stock, experiencing a dramatic intraday price surge of 234%, indicating a growing market for stablecoins and related digital technologies [12] Industry Insights - The Chinese government has stated that it will approve compliant applications for rare earth export licenses, emphasizing the dual-use nature of these materials and the importance of facilitating legitimate trade [4] - The military industry is seeing renewed interest due to the ongoing India-Pakistan conflict, with Indonesia evaluating the procurement of China's J-10 fighter jets, which may lead to a revaluation of military trade and sustainable long-term revenue [11] - The establishment of 10 national data factor comprehensive experimental zones in China is expected to unlock the value of public data resources, suggesting investment opportunities in data infrastructure and companies with unique high-quality data sets [10]

Group 1 - The core viewpoint of the article is the establishment of 10 national data element comprehensive pilot zones in regions such as Beijing, Zhejiang, and Anhui, aimed at fostering the integration of the real economy and digital economy [1] Group 2 - The pilot zones will support local initiatives in cultivating business entities and expanding the data market [1]

Domestic News - Xi Jinping held a phone call with US President Trump, indicating ongoing diplomatic engagement between the two nations [1] - The US plans to tighten regulations on foreign companies listed in the US, prompting a response from China's Foreign Ministry urging adherence to fair competition principles and cessation of politicizing economic issues [1] International News - The conflict between Trump and Musk escalated, resulting in Tesla's market value dropping by $150 billion [1] - The European Central Bank lowered three key interest rates by 25 basis points, with Lagarde suggesting the end of the rate-cutting cycle, leading the market to no longer fully price in another 25 basis point cut within the year [2] - Initial jobless claims in the US surged to an eight-month high, while the trade deficit decreased sharply by 55.5% to $61.6 billion due to a significant drop in imports caused by Trump's tariffs [2] - The US is showing flexibility in reducing additional tariffs on Japan, and negotiations with India may lead to a temporary agreement on tariff reductions and market access [2] - The US Treasury's semi-annual report did not label any country as a currency manipulator, indicating a potential easing of trade tensions [3]

Domestic News - The Ministry of Commerce responded to new restrictions imposed by the U.S. on China, stating that if the U.S. continues to harm China's interests, China will take strong measures to protect its legitimate rights and interests [2] International News - The U.S. has shown flexibility in reducing additional reciprocal tariffs on Japan, while negotiations between the U.S. and India may lead to a temporary agreement on tariff reductions and market access [3] - Spot silver has surpassed $36 per ounce for the first time since February 2012 [3] - The U.S. trade deficit has sharply decreased by 55.5% to $61.6 billion due to a significant drop in imports caused by Trump's tariffs [3] - The European Central Bank's interest rate statement maintains its current stance on future rate paths, with Lagarde suggesting the end of the rate-cutting cycle; the market no longer fully prices in a 25 basis point cut within the year [3]