邓光华指出，"十四五"以来，天津市数据局深入学习贯彻习近平总书记关于数据发展和安全的重要论述 和视察天津重要讲话精神，在市委、市政府的坚强领导下，统筹推动数据要素市场化配置改革、数字经 济发展、智慧城市建设等重点任务，各项工作实现了良好开局、取得了明显成效。 数据要素价值释放扎实推进。深化全市公共数据"一本账"管理，梳理形成数据资源目录5.4万个，出台 《天津市深化政务数据共享实施方案》。实施两批次公共数据依场景授权运营，推出数据产品和服务30 余种，完成全国交通行业首例数据资产作价入股。"汽车行业可信数据空间"入选国家数据局可信数据空 间创新发展试点，"物流数据开放互联"等4个场景入选国家数据局公共数据"跑起来"示范场景。打造行 业高质量数据集604个，其中部分数据集广泛应用于国家级数据服务平台和支撑各类行业大模型训练。 成功举办两届"数据要素×"大赛天津分赛，今年在全国总决赛获奖项目12项，位居全国前列。 数字经济发展态势良好。国家数据局批复天津开展国家数字经济创新发展试验区建设，全市数字经济核 心产业保持较快增长，今年前三季度，数字经济核心产业规上企业营收同比增长12.3%。制造业数字化 转型持续深化， ...

（来源：贵阳大数据交易所） 文 | 北京大学光华管理学院院长、教授 刘俏 面对不同产业对数字人才的差异化需求，必须打破传统学科壁垒，构建多层次、复合型数字人才培养体 系。《意见》明确提出建立数据领域科技发展、国家战略需求牵引的学科专业设置调整机制和人才培养 模式，摒弃学科自我发展的"小逻辑"，转向服务国家战略的"大逻辑"。 推进学科交叉融合是关键举措。数字技术（人工智能、数据分析、区块链等）既要成为独立专业，也要 深度融入现有专业体系，促进数字知识、技能与不同学科深度融合。以北京大学为例，其学科布局既涵 盖了人工智能、数据科学与大数据技术等独立设置的新兴专业，也通过商业分析硕士项目等开展跨学科 培养，为学生搭建跨学科知识与实践框架。《意见》鼓励有条件的高校建设数据要素相关学科专业，建 立本硕博衔接的人才培养机制，同时推动分层分类建设，支持综合性高校打造数字学院，引导特色高校 强化优势专业建设。 《意见》高度重视职业教育，支持职业院校按需调整、增设数据相关专业，健全数据行业职业教育体制 机制，大规模开展AI和大数据应用技能培训，发挥职业院校培养技能型人才的基础性作用。此外，需 完善数字人才引进、评价、激励与流动 ...

中融亚太：洞察行业投资机会 在全球经济格局深度调整与技术革新加速演进的当下，市场环境正经历着前所未有的变革。中融亚太凭借对宏观趋势的敏锐捕捉与产业生态的深度解构，始 终致力于在复杂变局中发掘具有长期价值的投资赛道。通过整合全球资源与本土化运营经验，这家机构正以独特的视角审视不同行业的成长逻辑，为资本与 产业的高效对接搭建桥梁。 新能源领域的结构性机遇持续释放。随着全球碳中和目标的推进，光伏、储能与新能源汽车产业链展现出强劲的增长韧性。中融亚太观察到，光伏行业的技 术迭代正从追求转换效率向降低度电成本演进，钙钛矿电池的商业化突破或将重塑行业竞争格局。储能领域则呈现出技术路线多元化发展态势，液流电池在 长时储能场景的应用潜力与钠离子电池在资源约束下的替代价值，正吸引资本的密切关注。新能源汽车产业链的价值重心，正从整车制造向智能化零部件与 车规级芯片转移，软件定义汽车的时代已然开启。 在复杂多变的市场环境中，中融亚太始终坚持以深度研究为基础，以产业洞察为导向，在变革中把握机遇，在创新中创造价值。通过精准把握行业发展趋 势，深入理解企业成长逻辑，这家机构正与全球投资者共同探索可持续增长的投资路径，为推动产业升级与经济 ...

● 本报记者 欧阳剑环 国家发展改革委12月2日消息，国家发展改革委、国家数据局、教育部、科技部、中共中央组织部近日 印发《关于加强数据要素学科专业建设和数字人才队伍建设的意见》，旨在加强数据要素学科专业建设 和数字人才队伍建设，促进数据领域教育链、人才链与产业链、创新链融合发展。意见明确，以应用场 景为载体，促进数据领域产学研用协同。 意见提出，优化学科专业设置。教育部门与数据管理部门加强数据要素相关学科专业建设，支持有条件 的学位授予单位建设数据科学与工程、数字经济与管理等数据要素相关学科专业，引导鼓励有条件的数 据企业、研究机构积极参与。建立健全数据要素相关学科专业本硕博衔接的人才培养机制。支持职业院 校根据产业发展需要，及时动态调整数据相关专业，研究增设数据采集清洗、数据标注、数据合规、数 据运营等贴近市场需求的相关专业。 加快主攻方向研究。瞄准数据要素市场化配置改革重大问题，系统开展数据领域战略研究。聚焦数据产 权、定价、交易等关键问题，深入开展数据要素基础理论和政策法律研究。紧跟人工智能、区块链、隐 私保护计算等前沿技术发展趋势，深入开展数据基础共性理论和技术研究。围绕智能制造、交通运输、 金融服 ...

Core Insights - Data is identified as the core engine of the digital economy, crucial for driving industrial upgrades and technological revolutions, as well as for building national competitive advantages and leading high-quality economic development [1][2] Group 1: Forum Overview - The "2025 China Data Element High-Quality Development Forum" will be held on December 10 in Beijing, focusing on the theme "Multiplying Potential" and discussing the value realization path of data from resources to assets to capital [1] - The forum aims to analyze cutting-edge policies, explore governance paradigms, and address practical challenges in the data industry [1][2] Group 2: Market Growth and Policy Support - In 2024, China's data element market is projected to exceed 160 billion yuan, with an annual growth rate of over 30%, supported by policies such as the "Opinions on Building a Data Basic System" and the "Three-Year Action Plan for Data Elements (2024-2026)" [2] - The number of national data exchanges has increased to 33, with on-site trading volume surpassing 30 billion yuan [2] Group 3: Case Selection and Recognition - A "2025 China Data Element High-Quality Development Case Selection" initiative has been launched to identify innovative and valuable benchmark cases in the data element field, including categories like industrial digital transformation and market practice leadership [3] - The results of the case selection will be announced during the forum, along with the release of the "Blue Book on Real-World Token Industry Applications (2025)" [3] Group 4: Media Engagement and Coverage - The forum has attracted over a hundred professional attendees from the data element field, with comprehensive media coverage planned across various platforms including Weibo, Douyin, and Bilibili [3]

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Insights - The establishment of the Commercial Aerospace Administration is expected to accelerate the development of the commercial aerospace industry in China, simplifying approval processes and promoting high-quality growth [6][45][55]. - The report highlights the recent rebound in the computer sector, which saw a 3.14% increase, ranking 13th among major industries in the Yangtze River region [2][4][14]. - Key areas of focus include the construction of a national integrated data market, advancements in space computing capabilities, and the development of the low-altitude economy [5][18][37]. Summary by Sections National Integrated Data Market - The National Data Bureau aims to build an open, shared, and secure national integrated data market, enhancing the data industry ecosystem and stimulating market vitality [10][21]. - The data trading market is projected to grow significantly, with an estimated market size of 2,840.9 billion by 2025 and potentially exceeding 7,159 billion by 2030, reflecting a compound annual growth rate of 20.3% [25][27]. Space Computing - Beijing plans to establish a large-scale space data center in the 700-800 km twilight orbit, aiming to leverage solar energy for AI computing [28][30]. - Multiple projects are underway to develop space computing capabilities, with significant advancements expected in the coming years [30][36]. Low-Altitude Economy - Chongqing has introduced policies to foster the development of a high-quality low-altitude economy, with 17 measures aimed at supporting innovation and market demand [37][44]. - The low-altitude economy is anticipated to reach a market size of 15 trillion by 2025 and over 20 trillion by 2030, driven by policy support and industry growth [44].

Core Viewpoint - The document emphasizes the need to strengthen the construction of data element disciplines and the digital talent workforce in China, focusing on strategic research in the data field to support high-quality digital development [1] Group 1: Strategic Research Directions - The document calls for a systematic approach to address major issues related to the market-oriented allocation of data elements, including data property rights, pricing, and trading [1] - It highlights the importance of conducting in-depth research on foundational theories and policy laws related to data elements [1] Group 2: Technological Trends - The document stresses the need to keep pace with the development trends of cutting-edge technologies such as artificial intelligence, blockchain, and privacy-preserving computing [1] - It encourages comprehensive research on common theories and technologies related to data [1] Group 3: Industry Focus - The document identifies key industries and fields for data application technology research, including intelligent manufacturing, transportation, financial services, and healthcare [1] - It aims to establish a practical Chinese knowledge system and scientific research system for data elements to provide theoretical support for digital China's high-quality development [1]

Core Insights - The article emphasizes the importance of data as a new production factor in the digital economy, often referred to as "the new oil" [1] - The 2025 "Data Element ×" competition showcased nearly 900 projects, highlighting the growing significance of data in driving innovation across various industries [1][4] Industry Innovation - The competition aligns with China's "14th Five-Year Plan," which aims to deepen the integration of the digital economy with the real economy, fostering new industries and business models through data utilization [1] - Weichai Power has broken the world record for internal combustion engine thermal efficiency four times since 2020, with a new engine achieving 53.09% efficiency in 2024, supported by a high-quality data collection network [2] - In the healthcare sector, Shanghai Shenkang Hospital Development Center has established a national medical big data training facility, integrating data from 37 top-tier hospitals to support AI in medical applications [3] Data Utilization and Economic Impact - The competition attracted over 117,000 participants and more than 23,000 projects, with 50% of projects focused on cost reduction and efficiency improvement through data [4] - Projects utilizing public data accounted for 53% of the competition entries, indicating a strong trend towards leveraging public data for economic development [6] Policy and Market Dynamics - The article discusses the need for both policy guidance and market incentives to unlock the value of data, emphasizing the importance of market-oriented reforms in data allocation [5] - The establishment of a low-altitude economy is highlighted, where data plays a crucial role in ensuring safety and facilitating industry growth [5] Technological Advancements - The "Data Element ×" competition featured projects like the one from Shanghai Heihu Network Technology, which aims to optimize production capacity and meet customized demands through AI-driven data platforms [7] - Shanghai is positioning itself as a "global digital city," with initiatives to enhance data circulation and establish a robust data infrastructure, including blockchain and privacy computing technologies [8] International Collaboration - The article mentions a collaboration between Shanghai and Singapore to streamline business registration processes using blockchain technology, enhancing cross-border digital trust [9] - The Shanghai Blockchain Innovation Fund has been established to invest in core technologies and applications in the blockchain and data sectors, with an initial fundraising of 500 million yuan [10]

Group 1: Consumer Sector - The government has implemented substantial measures to boost consumption, focusing on smart products, green energy, and products for the elderly [1] - The fourth round of "trade-in" subsidies is accelerating, targeting home appliances, digital products, and home decoration, with a deadline for consumers to act by December 31 [1] Group 2: Alcohol and Pharmaceutical E-commerce - A company specializing in both liquor and pharmaceutical e-commerce has seen revenue growth of nearly 30%, with high gross margins due to increased demand during year-end banquets [1] - The pharmaceutical e-commerce segment benefits from stricter regulations, providing a competitive edge, while innovative drugs are in phase three clinical trials, indicating strong cash flow and a low price-to-earnings ratio compared to peers [1] Group 3: Prepared Dishes and New Retail - A company focused on prepared dishes and new retail is experiencing rapid market growth, with the market size exceeding 600 billion, although its actual revenue contribution is only over 10% [3] - The main business remains traditional retail with lower gross margins, and new production facilities for prepared dishes will not be operational until 2026, posing risks for large investments [3] Group 4: Healthcare Sector - Companies specializing in cold medicine are expected to see revenue spikes during the flu season, with over 40% of their revenue coming from this period, but they have low R&D investment, limiting long-term growth potential [3] Group 5: Elderly Care and AI Medical Services - A company focusing on elderly care and AI medical services has seen over 50% revenue growth in community care and rehabilitation, with AI diagnostic systems implemented in numerous grassroots hospitals [5] - The company has high R&D investment compared to industry averages, but its diverse business lines contribute limited short-term profits, making it suitable for long-term investment [5] Group 6: Private Hospitals and Smart Medical Services - A company operating in private hospitals, smart medical services, and coal has seen over 30% revenue growth in private hospitals, with stable cash flow from coal operations [6] - The company has a diversified risk profile but lacks a core growth engine, making it suitable for conservative investors [6] Group 7: High-end Manufacturing - The high-end manufacturing sector is receiving strong policy support, with a focus on industrial mother machines, which are expected to modernize by 2027 [6] - A company producing CNC machines has reported over 60% profit growth in the first three quarters, with a nearly 40% year-on-year increase in industrial mother machine revenue [6] Group 8: New Energy and Digital Economy - The new energy and digital economy sectors are experiencing explosive growth, with data trading becoming a national focus and data center capacity reaching 500 PB [8] - The company involved in data business has seen revenue double, with stable cash flow from cement operations and lower valuations compared to peers, indicating potential for increased profitability if the data business model is successful [8]

Group 1: Organic Silicon - Dow Chemical announced a price increase of 10-20% for its Xiameter organic silicon products starting December 10, with variations depending on the product line [1] - Recent discussions in the domestic organic silicon industry have focused on pricing mechanisms and production reduction strategies, leading to a significant price increase in organic silicon products, improving profitability [1] - As of November 24, the market price for DMC in East China reached 13,200 yuan/ton, reflecting a 20% increase for the month [1] Group 2: DRAM Industry - TrendForce forecasts a 30.9% revenue growth for the DRAM industry in Q3 2025, reaching $41.4 billion, driven by rising contract prices and increased shipment volumes [2] - The fourth quarter is expected to see a 45-50% increase in conventional DRAM contract prices, with overall contract prices for conventional DRAM and HBM projected to rise by 50-55% [2] - The demand for core storage chips related to AI systems is driving a "super cycle" in the storage market, with price increases expected to continue through 2026 and possibly into 2027 [2] Group 3: Industrial Internet - Six Chinese government departments issued a plan to enhance the adaptability of consumer goods supply and demand, promoting flexible and customized manufacturing models [3] - The core of flexible manufacturing is "production based on demand," which addresses mismatches in supply and demand and enhances responsiveness to external shocks [3] - The integration of new technologies like industrial internet and AI is strengthening the foundation for flexible manufacturing systems [3] Group 4: Data Elements - The National Data Bureau is supporting the establishment of a comprehensive service system for data circulation and trading [4] - Data trading markets are experiencing growth driven by policy support and technological breakthroughs, with high-value sectors like finance and healthcare leading the way [4] - The data circulation market is projected to exceed 200 billion yuan by 2025 and reach 700 billion yuan by 2030, with significant value release expected in various sectors [4] Group 5: Energy Storage - Huawei's digital energy division is innovating in grid-connected energy storage technologies, achieving significant breakthroughs in performance testing and application [5] - The construction of a new power system is increasing the share of renewable energy, presenting new challenges for grid stability [5] - Grid-connected energy storage is becoming a key measure to support high levels of renewable energy integration and enhance the stability of power systems [5] Group 6: Smart Glasses - Li Xiang, CEO of Li Auto, announced the upcoming launch of smart glasses, indicating a shift towards a multi-scenario intelligent solution provider [6] - The AI glasses market is entering a competitive phase, with major tech companies releasing new products [6] - Global AI glasses sales are expected to reach 5.1 million units by 2025, with the Chinese market projected to grow by over 200% [6] Group 7: Macro and Industry News - A joint plan by six government departments aims to optimize the supply structure of consumer goods by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [7] Group 8: Miscellaneous - Tesla's Austin Robotaxi fleet is expected to double in size next month, indicating growth in autonomous vehicle deployment [8] - The Ministry of Industry and Information Technology has initiated commercial trials for satellite IoT services, with a two-year trial period [10] - The market for flu medications has surged, with sales of antiviral drugs experiencing significant increases due to rising flu cases [10]