作为全国首个大数据综合试验区，贵州在数据要素市场化改革中始终走在前列。2015年，全国第一家数 据流通交易场所——贵阳大数据交易所(简称"贵数所")正式挂牌运营，在全国率先探索数据流通交易。 贵数所已连续十年参加数博会，2025数博会前，贵数所董事长陈蔚接受新华网专访，分享了贵数所这些 年通过多项"首创"破解数据交易的探索创新。 贵阳大数据交易所一隅。新华网发(涂敏摄) 问：贵数所的服务定位是什么？数据产品主要为哪些客户或行业提供服务？ 答：贵数所突出公共属性和自律合规监管功能，面向和服务全国统一大市场。以建设国家级数据交易所 和国家数据生产要素流通核心枢纽为目标，围绕安全可信流通交易基础设施建设、数据商和数据中介等 市场主体培育，积极探索数据资源化、资产化、资本化改革路径，努力构建产权制度完善、流通交易规 范、数据供给有序、市场主体活跃、激励政策有效、安全治理有力的数据要素市场体系，打造数据流通 交易产业生态体系。 答：2024年，在贵数所助力下，本钢集团有限公司以"本钢供应链金融数据产品"作为数据资产通过数据 合规审查、数据产品登记、入表、流通交易等关键环节，成为辽宁省及本溪市钢铁行业中首家完成数据 资产 ...

Core Viewpoint - The Chinese building materials industry is facing declining domestic demand but is finding new opportunities in international markets, particularly in Australia and the Middle East, due to its competitive advantages in cost and technology [2][3]. Group 1: Market Opportunities - The Australian housing market has a shortage of over 300,000 units, with local material costs rising by 23% year-on-year, making Chinese high-cost performance materials an attractive option [2]. - Middle Eastern countries like Saudi Arabia, Qatar, and the UAE are expected to invest over $1.5 trillion in infrastructure over the next decade, creating strong demand for high-end materials and green technologies [2]. Group 2: Industry Trends - 72% of large-scale building material companies are prioritizing Australia and the Middle East as key overseas markets in the next three years, shifting from simple product exports to a full industry chain layout that includes technology output and service implementation [3]. - The industry is transitioning towards high-end green building materials, responding to increasingly stringent global standards [5]. Group 3: Challenges Faced - 68% of surveyed companies cite insufficient localization capabilities as a primary obstacle, while 55% struggle with uncontrolled supply chain costs, and 49% face challenges related to financial risk management [4]. - Cross-border trade companies are under dual pressure from rising costs and cash flow issues, compounded by lengthy approval processes from domestic financial institutions and strict financing restrictions from local foreign banks [4]. Group 4: Strategic Recommendations - Companies are encouraged to enhance local cooperation, improve product quality, and innovate to adapt to local regulations and cultural differences [5]. - Establishing a "global procurement center" and an overseas service center could improve efficiency and facilitate better matching of supply and demand [6]. - The industry is moving towards a capitalized phase of internationalization, focusing on building partnerships through equity investments and agency cooperation [6].

Core Viewpoint - The 16th CRE Guangzhou Catering Expo highlighted the growth and transformation of the catering industry in the Guangdong-Hong Kong-Macao Greater Bay Area, emphasizing the shift from quantity expansion to quality enhancement, driven by strong consumer demand and capital market engagement [1][2]. Consumer Trends - The report categorizes consumers in the Greater Bay Area into four typical profiles: "Generation Z," middle-to-high income groups, Hong Kong and Macao consumers, and urban seniors, reflecting diverse consumption characteristics that drive innovation in the catering industry [2][3]. - The demand for quality and innovation among these consumer groups is contributing significantly to the sustained economic growth of the Greater Bay Area [2]. Industry Trends - The report indicates a notable trend towards "chain operations" and "capitalization" in the catering industry, with the national chain rate expected to reach 24% by 2025, while Guangdong's rate is projected at 31.7%, surpassing the national average [2][3]. - There are currently 17 catering companies headquartered in the Greater Bay Area that have successfully gone public, contributing to the industry's expansion through capital operations [2][3]. Investment Focus - Investment interest is particularly strong in the group meal, fast food, snack, and tea beverage sectors, with group meals and fast food increasing their share from 14% in 2023 to 22% in 2024, and tea beverages rising from 10% to 20% [3]. - The report identifies seven key investment areas in the Greater Bay Area's catering sector, including group meals, fast food, tea beverages, and health foods, indicating a shift in consumer preferences towards value and health [3]. Government Support - The Guangdong government is actively promoting consumption and supporting enterprises through various initiatives, including attracting flagship stores and new products to stimulate related industries [3]. - Local governments are also focusing on developing the prepared food industry, aiming to establish the Greater Bay Area as a hub for this sector [3]. Digital Transformation - Digital transformation is becoming a crucial strategy for enhancing competitiveness in the catering industry, with companies leveraging digital tools for supply chain management, customer engagement, and personalized marketing strategies [4]. - The use of big data and intelligent customer service is helping businesses better understand market trends and consumer preferences, thereby improving customer loyalty and brand growth [4].

Core Insights - The report indicates that the chain restaurant rate in China has shown a stepwise increase over the past seven years, reaching 22% in 2024 and expected to exceed 24% in 2025 [2] - In the Greater Bay Area, the chain restaurant rate is significantly higher at 31.7%, indicating a trend towards chain and capitalized operations in the industry [2] - The report highlights the diverse development of the restaurant market in the Greater Bay Area, driven by strong consumer capacity, policy support, and regional integration [2][3] Industry Trends - A total of 17 restaurant companies headquartered in the Greater Bay Area have successfully gone public, with over 32 nationwide listed on the Shenzhen and Hong Kong stock exchanges [3] - The Hong Kong stock market is particularly attractive for restaurant companies due to its higher tolerance for the industry, efficient listing processes, and abundant overseas capital resources [3] - The report anticipates that more restaurant companies will choose Hong Kong as their preferred listing destination due to the increasing regulatory strictness in the A-share market [3] Investment Focus - The sectors of group meals, fast food, snacks, and tea drinks are attracting significant attention from investment institutions [3] - From 2019 to 2024, group meals, fast food, snacks, tea drinks, prepared dishes, healthy food/light meals, restaurant supply chains, and coffee have been identified as the seven hot investment areas in the Greater Bay Area [3] - The proportion of group meals, fast food, and snacks is expected to rise from 14% in 2023 to 22% in 2024, while tea drinks will increase from 10% to 20%, maintaining their positions as the top two sectors in financing events [3] Digital Transformation - Digital transformation is becoming a key strategy for enhancing competitiveness in the Greater Bay Area restaurant industry [4] - The integration of digital tools helps restaurants manage the entire supply chain process, from raw material procurement to inventory management and order processing [4] - Data analytics and smart customer service are utilized to understand market trends and consumer preferences, enabling personalized marketing strategies and enhancing customer loyalty [4]