阜博集团(03738)涨超8%，截至发稿，涨8.14%，报4.65港元，成交额7674.34万港元。 消息面上，近日，国家数据局发布关于加强数据科技创新的实施意见。其中意见指出，推动数据科技创 新成果高效转化。结合"人工智能+"行动、"数据要素×"行动、数据流通利用基础设施建设等工作，建设 一批高价值、广覆盖、强牵引的数据科技应用场景。引导政府部门、国有企业、行业龙头企业、平台企 业、数据交易机构等开放数据应用场景，为技术验证提供"试验田"。 值得一提的是，"十五五"规划《建议》指出，要"加快完善要素市场化配置体制机制""健全数据要素基 础制度，建设开放共享安全的全国一体化数据市场，深化数据资源开发利用"。公开资料显示，截至 2025年底，数据领域的国家标准已超120项，涉及数据基础设施、可信数据空间、全国一体化算力网、 高质量数据集等重点领域的19项技术文件，推动22项国家标准立项。 ...

值得一提的是，"十五五"规划《建议》指出，要"加快完善要素市场化配置体制机制""健全数据要素基 础制度，建设开放共享安全的全国一体化数据市场，深化数据资源开发利用"。公开资料显示，截至 2025年底，数据领域的国家标准已超120项，涉及数据基础设施、可信数据空间、全国一体化算力网、 高质量数据集等重点领域的19项技术文件，推动22项国家标准立项。 智通财经APP获悉，阜博集团(03738)涨超8%，截至发稿，涨8.14%，报4.65港元，成交额7674.34万港 元。 消息面上，近日，国家数据局发布关于加强数据科技创新的实施意见。其中意见指出，推动数据科技创 新成果高效转化。结合"人工智能+"行动、"数据要素×"行动、数据流通利用基础设施建设等工作，建设 一批高价值、广覆盖、强牵引的数据科技应用场景。引导政府部门、国有企业、行业龙头企业、平台企 业、数据交易机构等开放数据应用场景，为技术验证提供"试验田"。 ...

（文章来源：人民日报） 当前，数据资源的价值正越来越多进入人们的视野，以深化数据资源开发利用凝聚起各方共识，把数据 资源真正用好、护好，数据带来的巨大经济效益和社会效益值得期待。 有没有合适的服务、购买方不方便、价格咋定、效果如何……试水数据服务，怀着忐忑的张雪松不仅为 公司寻求到了合适的解决方案，还发现了蕴藏其中的新商机。这少不了数字经济时代相关服务型企业的 蓬勃兴起，也离不开贵阳数交所这样的专业化平台牵线搭桥。 ...

齐鲁晚报.齐鲁壹点记者李文璇 12月24日上午，山东省人民政府新闻办公室举行新闻发布会，邀请省大数据局主要负责同志等介绍"十四五"时期山东数字强省建设发展情况。发布会上， 省大数据局副局长禹金涛介绍，"十四五"时期，山东着力推动数据"供得出、流得动、用得好、保安全"，取得了一系列阶段性成效。 畅通流通渠道，让数据"流得动"。依托一体化大数据平台，深化公共数据共享开放，目前，全省共提供共享服务540亿余次，开放数据超500亿条。出台 《山东省公共数据资源授权运营管理办法》，探索构建数据"登记确权+授权运营"模式。开展公共数据资源登记，累计发放登记凭证456件。省级层面，率 先在卫生健康领域开展授权运营试点，利用健康医疗数据打造了商保两核等高价值数据产品。市级层面，目前济南、青岛等13个市已确定了运营机构，开 展授权运营工作，累计打造140余个授权运营场景，赋能行业高质量发展。 聚焦场景牵引，让数据"用得好"。深入开展"数据要素×"行动，聚焦"高效办成一件事"打造数据应用场景，比如，打造"生育一件事"，新生儿出生医学证 明等各类手续办理由原来的填报11张表单、52份材料减少至1张表单、4份材料，办理时限从4.5天 ...

新一轮国资国企改革，因数据的注入而增添了新内涵。数据要 素"国家队"的进场，不仅在于挖掘自身金矿，更要以数据流通 穿 透 产 业 链 壁 垒 。 随 着 试 点 发 令 枪 响 ， 一 场 以 数 据 为 牵 引 的"新勘探"在能源电力、交通物流、装备制造等多个重点行业 同步掀起。 作者：王雅洁 封图：本报资料室 临近2025年岁末，国家石油天然气管网集团有限公司（下称"国家管网"）内部，一系列围绕数据 的会议密集召开。会议的焦点，从传统的管道压力、输气量，转向了如何将国家管网运营五年来积 累的超过100亿条核心数据，更安全、更高效地"用起来"，乃至"交易出去"。 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 ...

Group 1 - The core viewpoint emphasizes the importance of deepening data resource development and utilization, as well as strengthening efficient data supply to advance the construction of a digital China [1] - A significant data industry supply-demand matching event took place, featuring hundreds of participating companies, particularly in sectors like transportation, industrial manufacturing, and smart energy [1][2] - Data, treated as a new production factor, is accelerating its flow, with over 400,000 data companies and a data industry scale exceeding 5.8 trillion yuan during the 14th Five-Year Plan period, more than doubling since the end of the 13th Five-Year Plan [2][3] Group 2 - The demand from manufacturing enterprises is creating opportunities for transportation and logistics companies, which produce over 3 million high-quality traffic data points annually [2] - The 14th Five-Year Plan has led to the rapid formation of China's data industry chain, with policies promoting data development and utilization [3] - The 15th Five-Year Plan suggests building an open, shared, and secure national integrated data market to promote deep integration of the real economy and digital economy, providing new development opportunities for more enterprises [3]

1. Report Industry Investment Rating - Not provided in the report 2. Core View of the Report - The Shanghai copper main contract shows a volatile trend with increasing open interest, spot premium, and strengthening basis. The raw material supply of copper concentrate remains tight, and the high price of copper ore still supports the cost of refined copper. The supply of refined copper may converge due to the tight supply of copper ore and the concentrated maintenance of some smelters. The downstream demand is still weak as the downstream开工率 only slightly rebounds after the decline in October, and the downstream is cautious due to high copper prices. The option market sentiment is bullish with a slightly decreasing implied volatility. Technically, the 60 - minute MACD has double - lines above the 0 - axis with a shrinking red column. It is recommended to conduct light - position short - term long trades at low prices and control the rhythm and trading risks [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the Shanghai copper futures main contract is 86,590 yuan/ton, down 10 yuan; the LME 3 - month copper price is 10,893.50 dollars/ton, up 75.50 dollars. The main contract's inter - month spread is - 10 yuan/ton, down 10 yuan; the open interest of the Shanghai copper main contract is 204,728 hands, up 5,146 hands. The top 20 futures positions of Shanghai copper are - 22,921 hands, up 4,551 hands. The LME copper inventory is 156,575 tons, up 825 tons; the Shanghai Futures Exchange inventory of cathode copper is 110,603 tons, up 1,196 tons; the LME copper cancelled warrants are 5,625 tons, up 100 tons; the Shanghai Futures Exchange warrants of cathode copper are 39,825 tons, down 2,856 tons [2]. 3.2 Spot Market - The SMM 1 copper spot price is 86,655 yuan/ton, up 45 yuan; the Yangtze River Non - ferrous Market 1 copper spot price is 86,745 yuan/ton, up 150 yuan. The CIF (bill of lading) price of Shanghai electrolytic copper is 48 dollars/ton, unchanged; the average premium of Yangshan copper is 31.50 dollars/ton, unchanged. The basis of the CU main contract is 65 yuan/ton, up 55 yuan; the LME copper premium (0 - 3) is 9.52 dollars/ton, down 15.36 dollars [2]. 3.3 Upstream Situation - The import volume of copper ore and concentrates is 245.15 million tons, down 13.56 million tons. The rough smelting fee (TC) of domestic copper smelters is - 42.32 dollars/kiloton, down 0.11 dollars. The price of copper concentrate in Jiangxi is 76,990 yuan/metal ton, up 140 yuan; the price of copper concentrate in Yunnan is 77,690 yuan/metal ton, up 140 yuan. The processing fee of blister copper in the south is 1,300 yuan/ton, unchanged; the processing fee of blister copper in the north is 900 yuan/ton, unchanged [2]. 3.4 Industry Situation - The output of refined copper is 120.40 million tons, down 6.20 million tons. The import volume of unwrought copper and copper products is 440,000 tons, down 50,000 tons. The social inventory of copper is 41.82 million tons, up 0.43 million tons. The price of 1 bright copper wire in Shanghai is 59,290 yuan/ton, up 300 yuan; the price of 2 copper (94 - 96%) in Shanghai is 72,850 yuan/ton, up 50 yuan. The ex - factory price of 98% sulfuric acid of Jiangxi Copper is 870 yuan/ton, unchanged [2]. 3.5 Downstream and Application - The output of copper products is 200.40 million tons, down 22.80 million tons. The cumulative completed investment in power grid infrastructure is 4,824 billion yuan, up 445.93 billion yuan. The cumulative completed investment in real estate development is 73,562.70 billion yuan, up 5,856.99 billion yuan. The monthly output of integrated circuits is 4,177,000 million pieces, down 194,236.10 million pieces [2]. 3.6 Option Situation - The 20 - day historical volatility of Shanghai copper is 11.36%, down 2.21%; the 40 - day historical volatility of Shanghai copper is 19.38%, down 0.03%. The implied volatility of the current - month at - the - money IV is 11.69%, down 0.0045; the call - put ratio of at - the - money options is 1.17, down 0.0042 [2]. 3.7 Industry News - The National Data Bureau launched the first batch of 12 state - owned enterprise data resource development and utilization pilots, covering traditional and emerging fields. The National Data Bureau will support data exchange and trading service system construction. In October, the national power market trading volume was 563.8 billion kWh, a year - on - year increase of 15.6%. From January to October, the cumulative power market trading volume was 5,492 billion kWh, accounting for 63.7% of the total social power consumption. In October, European car sales increased by 4.9% year - on - year to 1.09 million vehicles, with Tesla's new car registrations down 48%, BYD's up 195%, SAIC Group up 56%, and Toyota down 10.8%. A Fed governor said the current monetary policy hinders economic development and the US economy needs significant interest rate cuts. In September, the US PPI rose 0.3% month - on - month, the core PPI rose 0.1% month - on - month, and retail sales rose 0.2% month - on - month but significantly slowed down. The China - US presidential call was initiated by the US side with a positive atmosphere [2].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - For alumina, the market presents a situation of relatively high supply and stable demand. It is recommended to conduct light - position oscillating trading and control the rhythm and trading risks [2]. - For electrolytic aluminum, the supply is stable while the demand weakens slightly due to the off - season. It is advisable to conduct light - position short - long trading at low prices and control the rhythm and trading risks [2]. - For cast aluminum alloy, the supply is contracting and the demand is slightly decreasing. It is suggested to conduct light - position short - long trading at low prices and control the rhythm and trading risks [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - **Aluminum - related Contracts**: The closing price of the Shanghai aluminum main contract was 21,455 yuan/ton, down 10 yuan; the closing price of the alumina futures main contract was 2,720 yuan/ton, down 7 yuan. The LME electrolytic aluminum three - month quote was 2,801 dollars/ton, down 12 dollars. The LME aluminum inventory was 543,725 tons, down 2,225 tons. The Shanghai - London ratio was 7.66, up 0.03 [2]. - **Other Aluminum Products**: The closing price of the cast aluminum alloy main contract was 20,695 yuan/ton, down 10 yuan. The main - second - contract spread of cast aluminum alloy was - 110 yuan/ton, down 55 yuan [2]. 3.2 Spot Market - **Prices**: The Shanghai Non - ferrous A00 aluminum price was 21,400 yuan/ton, down 40 yuan; the alumina spot price in Shanghai Non - ferrous was 2,770 yuan/ton, unchanged. The average price of ADC12 aluminum alloy ingots nationwide was 21,350 yuan/ton, unchanged [2]. - **Basis**: The basis of cast aluminum alloy was 655 yuan/ton, down 55 yuan; the basis of electrolytic aluminum was - 55 yuan/ton, down 30 yuan. The basis of alumina was 50 yuan/ton, up 7 yuan [2]. 3.3 Upstream Situation - **Raw Materials**: The average price of crushed primary aluminum in Foshan metal scrap was 16,900 yuan/ton, unchanged; the average price in Shandong metal scrap was 16,550 yuan/ton, unchanged. China's import volume of aluminum scrap was 158,360.01 tons, up 2,945.61 tons; the export volume was 32.46 tons, down 36.08 tons [2]. - **Alumina**: The alumina production was 786.50 million tons, down 13.40 million tons; the demand for alumina in the electrolytic aluminum part was 730.23 million tons, up 25.92 million tons. The export volume of alumina was 18.00 million tons, down 7.00 million tons; the import volume was 18.93 million tons, up 12.93 million tons [2]. 3.4 Industry Situation - **Electrolytic Aluminum**: The import volume of primary aluminum was 248,261.37 tons, up 4,462 tons; the export volume was 24,573.56 tons, down 4,396.36 tons. The electrolytic aluminum production capacity was 4,523.20 million tons, unchanged; the operating rate was 98.24%, down 0.12% [2]. - **Aluminum Products**: The aluminum product output was 569.40 million tons, down 20.60 million tons; the export volume of unwrought aluminum and aluminum products was 50.00 million tons, down 2.00 million tons. The output of recycled aluminum alloy ingots was 60.83 million tons, down 4.82 million tons; the export volume of aluminum alloy was 3.09 million tons, up 0.74 million tons [2]. 3.5 Downstream and Application - **Automobile**: The automobile production was 327.90 million vehicles, up 5.25 million vehicles [2]. - **Real Estate**: The National Housing Prosperity Index was 92.43, down 0.34 [2]. 3.6 Option Situation - **Volatility**: The 20 - day historical volatility of Shanghai aluminum was 11.23%, down 0.26%; the 40 - day historical volatility was 10.35%, down 0.04%. The implied volatility of the Shanghai aluminum main - contract at - the - money IV was 9.02%, down 0.0079% [2]. - **Ratio**: The call - put ratio of Shanghai aluminum options was 1.63, up 0.1021 [2]. 3.7 Industry News - **Data and Energy**: The National Data Bureau launched the first batch of 12 state - owned enterprise data resource development and utilization pilots. In October, the national power market trading volume was 563.8 billion kWh, a year - on - year increase of 15.6% [2]. - **Automobile Market**: In October, European car sales increased by 4.9% year - on - year to 1.09 million vehicles. Tesla's new car registrations decreased by 48%, BYD's increased by 195%, SAIC Group's increased by 56%, and Toyota's decreased by 10.8% [2]. - **Economic News**: A Fed governor called for significant interest rate cuts. US PPI and retail sales data showed inflation resurgence and a slowdown in consumption growth. The China - US presidential call had a positive atmosphere [2].

Core Insights - State-owned enterprises (SOEs) are crucial for the development and utilization of data resources, which enhances their core competitiveness and fosters innovation across the industrial chain [1][2] - The National Data Bureau, in collaboration with the State-owned Assets Supervision and Administration Commission, has initiated pilot projects for data resource development in 12 central enterprises, aiming to create a positive environment for data utilization [1][2] - The data efficiency enhancement initiative is aligned with the new round of SOE reforms, focusing on integrating data applications into various operational aspects to drive deep changes in governance and business models [2] Summary by Sections Data Resource Development - The pilot program involves collaboration between SOEs, private enterprises, research institutions, and professional service organizations to enhance data resource utilization [1] - The initiative aims to promote high-quality data resource development and digital transformation within SOEs, while encouraging them to fulfill social responsibilities and open data resources at a higher standard [1][2] Key Focus Areas - The data efficiency enhancement action focuses on four main areas: innovating data management mechanisms, fostering the data industry, empowering industrial transformation, and optimizing the innovation environment [2] - Ten key tasks have been outlined, targeting sectors such as energy, transportation, mining, manufacturing, satellite remote sensing, new materials, agriculture, construction, and green low-carbon initiatives [2] Expected Outcomes - By 2027, the initiative aims to significantly improve SOEs' data governance capabilities and enhance the level of data resource development and sharing, benefiting over 100,000 small and medium-sized enterprises [2] - The National Data Bureau will work closely with the State-owned Assets Supervision and Administration Commission to guide the orderly advancement of pilot projects, ensuring the transformation of data into a powerful driver for industrial upgrades and public welfare [3]

Core Insights - The National Bureau of Statistics has initiated a pilot program for the development and utilization of data resources in state-owned enterprises, involving 12 central enterprises as leading units [1][2] - The program aims to enhance data governance capabilities and improve the level of data resource development and sharing by 2027, benefiting over 100,000 small and medium-sized enterprises [2] Group 1: Pilot Program Overview - The pilot program is a collaboration between the National Bureau of Statistics and the State-owned Assets Supervision and Administration Commission, focusing on practical experience and innovative outcomes [1] - The initiative will integrate data applications into various aspects of state-owned enterprises, including R&D, production, operations, services, management, and supply chain collaboration [1] Group 2: Key Focus Areas - The program emphasizes four main areas: innovating data management mechanisms, fostering the data industry, empowering industrial transformation, and optimizing the innovation environment [1] - It targets key sectors such as energy, transportation, mining, manufacturing, satellite remote sensing, new materials, agriculture, construction, and green low-carbon initiatives [1] Group 3: Data Sharing and Collaboration - The pilot encourages data sharing and open access, requiring the 12 central enterprises to create data service lists and integrate data from industry and government sources [2] - It promotes the establishment of industry data standards and trusted data spaces to ensure secure and efficient data circulation [2] Group 4: Scenario-Based Development - The program focuses on scenario-based applications, urging pilot enterprises to address industry needs through data resource integration and high-quality data set construction [2] - It aims to create new fields and high-value scenarios that leverage data to empower the real economy [2]