数据产业

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信息量大!国家数据局,最新发声!
券商中国· 2025-08-14 05:26
Core Viewpoint - The article discusses the achievements and future plans of China's digital economy development during the "14th Five-Year Plan" period, highlighting the rapid growth of digital infrastructure and data industry, as well as the implementation of new policies to enhance data utilization and marketization [1][3][5]. Group 1: Digital Infrastructure Development - China's digital infrastructure has significantly advanced, with the number of 5G base stations increasing fivefold to 4.55 million compared to 2020, and gigabit broadband users growing 34 times to 226 million [3]. - The total computing power ranks second globally, contributing to economic and social development [3]. - The domestic operating system, represented by Harmony OS, has seen its ecosystem devices exceed 1.19 billion, integrating "smart cores" into over 1,200 product categories [3]. Group 2: Data Industry Growth - The data industry is rapidly expanding, with projections indicating over 400,000 data companies and a market size of 5.86 trillion yuan by 2024, reflecting a 117% increase from the end of the "13th Five-Year Plan" [7]. - High-quality data products have surged, with 3,328 new data products launched in the first half of the year, a 70% year-on-year increase, and high-quality datasets increasing by 2.8 times [4][6]. Group 3: Policy Initiatives - The National Data Bureau plans to introduce over 10 new policies, including data property rights, to facilitate the marketization of data elements [2][5]. - A series of pilot projects for data industry clusters are being deployed to optimize industrial layout and enhance ecosystem advantages [8]. Group 4: Data Utilization and Applications - Data-driven applications are enhancing various sectors, with examples including a rural bank using social security data to launch a financial product that reduced non-performing loans to 0.28% [4]. - The agricultural sector has seen a 5.5% increase in yield through data-enabled smart fertilization, while industrial applications have improved drilling decision efficiency by 15 times [7]. Group 5: Data Circulation and Infrastructure - By the end of the year, the number of data circulation node cities is expected to expand to around 50, covering 80% of provinces, laying the foundation for large-scale data circulation [9][10]. - The establishment of a unified standard and technical framework is crucial for achieving large-scale data circulation across different industries and regions [9]. Group 6: Innovative Data Models - New models such as "data corpus pricing as equity" are being piloted in cities like Shanghai and Tianjin, allowing companies to convert high-quality datasets into equity investments [11][12]. - The construction of high-quality datasets is supported by data annotation bases in cities like Chengdu and Shenyang, facilitating the development of AI applications [12].
国家数据局:2024年全国数据企业数量超过40万家 数据产业规模达5.86万亿元
Xin Hua Cai Jing· 2025-08-14 05:18
Group 1 - The core viewpoint is that China's data industry is rapidly developing, with significant market potential, becoming a new growth point for the digital economy. By 2024, the number of data enterprises is expected to exceed 400,000, and the industry scale will reach 5.86 trillion yuan, representing a 117% increase compared to the end of the 13th Five-Year Plan [1] - Data technology is evolving from Business Intelligence (BI) to Artificial Intelligence (AI), forming an industrial ecosystem characterized by deep data mining, integrated applications, algorithmic computing power, and high data integration. This evolution is driving innovation across technology, applications, and industries, leading to new models and business formats such as "data as a service" and "knowledge as a service" [1] - The average R&D investment of listed data enterprises is projected to increase by 79% compared to the end of the 13th Five-Year Plan, with an annual growth rate of 15.7%, indicating sustained innovation vitality within the industry chain [1] Group 2 - The data industry is exhibiting a cluster development trend, with regions accelerating layout and resource aggregation. The Yangtze River Delta has formed a multi-layered, full-chain data industry ecosystem, accounting for 22.6% of the national data industry scale in 2024, with over 100,000 data enterprises [2] - Major cities such as Beijing, Shanghai, Guangzhou, Shenzhen, and Hangzhou are attracting top enterprises and innovative entities due to their rich resource factors, active technological innovation, and diverse application scenarios, indicating a clear trend of industrial ecological clustering [2] - The National Data Bureau plans to deploy a number of pilot projects for data industry aggregation zones to continuously optimize industrial layout and accelerate the formation of industrial ecosystems and scale advantages [2]
高质量完成“十四五”规划|“十四五”以来数字中国建设取得显著成就
Xin Hua She· 2025-08-14 05:01
Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China has made significant progress in digital infrastructure and technology, leading to a strong economic and social development [1][2] - By June 2025, the total number of 5G base stations is expected to reach 4.55 million, and the number of gigabit broadband users is projected to be 226 million [1] - China's computing power ranks second globally, showcasing the country's advancements in digital infrastructure [1] Group 2 - The data industry in China has experienced rapid growth, with the number of data enterprises expected to exceed 400,000 and the industry scale reaching 5.86 trillion yuan by 2024, a 117% increase compared to the end of the "13th Five-Year Plan" [2] - Software revenue is anticipated to grow by 80% compared to 2020, while the added value of the electronic information manufacturing industry is expected to increase by over 70% [2] - The government has implemented a series of policies to promote the market-oriented allocation of data elements, transforming vast data advantages into new national competitive advantages [2]
国家数据局:北上广深杭州等地,数据产业生态化集聚趋势明显
Nan Fang Du Shi Bao· 2025-08-14 04:02
据了解,数据产业主要包括数据采集汇聚、计算存储、流通交易、开发利用、安全治理和数据基础设施 建设及服务等业态,是促进数据要素市场化价值化的新兴产业。当前,国内数据产业发展情况如何? 南都讯 记者李玲 发自北京 8月14日上午,在国新办举行的新闻发布会上,国家数据局刘烈宏表示,今 年计划部署一批数据产业集聚区建设试点,以此为抓手不断优化产业布局,加快形成产业生态和规模优 势。 与此同时,数据产业呈现集群发展态势。刘烈宏提到,从区域来看,长三角形成了多层次、全链条的数 据产业生态,资源共享、创新联动的集聚效应尤为突出。2024年,长三角数据产业规模占全国的 22.6%,集聚数据企业超过了10万家,是我国数据产业的重要增长极。从城市来看,北京、上海、广 州、深圳、杭州等城市,资源要素富集、技术创新活跃、应用场景丰富,吸引大量头部企业和创新主 体,产业生态化集聚趋势较为明显。 "总体来看,我国数据产业发展势头良好、前景广阔。"刘烈宏说,下一步,将持续优化产业发展环境, 培育多元经营主体,为发展新质生产力、塑造新动能新优势提供更加有力的支撑。 刘烈宏表示,我国数据产业处于快速发展阶段,市场空间大,已成为数字经济发展的新 ...
8月14日证券之星午间消息汇总:2021年12月以来首次!上证指数盘中突破3700点
Zheng Quan Zhi Xing· 2025-08-14 03:49
Macro News - The Shanghai Composite Index broke through 3700 points on August 14, reaching a high of 3704.77 points, the first time since December 2021 [1] - The People's Bank of China emphasized that single-month credit data should not be overly focused on, as it may not accurately reflect the economic activity level, especially as the economy transitions to high-quality development [1] - The National Development and Reform Commission has allocated 188 billion yuan in special bonds to support equipment upgrades across various sectors, leading to a total investment exceeding 1 trillion yuan for around 8400 projects [1] Industry News - The National Bureau of Statistics announced plans to enhance the data industry, including the establishment of data industry clusters and the optimization of the data development environment, aiming to support new productive forces and advantages [2] - As of July 2023, 25 cities, including major ones like Beijing and Shanghai, have established data circulation nodes, with plans to expand to around 50 cities by the end of the year [2] - The Hainan Provincial Government introduced policies to support the biopharmaceutical industry, including financial rewards for R&D and international certifications, aiming to strengthen the sector [3] Sector Insights - CITIC Securities reported that the battery sector is expected to exceed performance expectations due to improved supply-demand dynamics and cost reductions, with a favorable valuation compared to Japanese and Korean counterparts [5] - Huatai Securities highlighted the implementation of a personal consumption loan interest subsidy policy, which is expected to enhance credit supply and support banks' interest margins [5] - Tianfeng Securities noted that the spandex supply in China is highly concentrated, with current prices at a historical low, while demand is expected to grow significantly from 121,000 tons in 2005 to 1,027,000 tons by 2024, indicating a CAGR of 11.9% [6]
全国已建成25个数据流通节点城市
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 03:41
Group 1 - The "14th Five-Year Plan" period has seen significant achievements in the construction and development of digital China, with 25 data circulation node cities established, expected to expand to around 50 by the end of the year [1] - The National Data Bureau plans to deploy a number of data industry cluster construction pilot projects this year to optimize industrial layout and accelerate the formation of industrial ecology and scale advantages [2] - By 2024, the scale of China's data industry is projected to reach 5.86 trillion yuan, representing a 117% increase compared to the end of the "13th Five-Year Plan" [3] Group 2 - More than 10 new systems, including data property rights, will be introduced this year to improve the foundational data system and accelerate the cultivation of the data market [4] - China's total computing power ranks second globally, with significant advancements in digital infrastructure during the "14th Five-Year Plan" period [5] - The integrated circuit industry has accelerated its layout, forming a complete industrial chain covering design, manufacturing, packaging, testing, and equipment materials [5]
国家数据局:上半年主要数据交易机构新挂牌上架数据产品达3328个 同比增长70%
智通财经网· 2025-08-14 03:33
Core Viewpoint - The rapid development of data trading and infrastructure in China is significantly enhancing the digital economy and facilitating the integration of data resources across various sectors, particularly in artificial intelligence [1][3][29]. Group 1: Data Trading and Infrastructure Development - In the first half of the year, 3,328 new data products were launched by major data trading institutions, marking a 70% year-on-year increase, with a notable performance in the artificial intelligence sector [1][29]. - By the end of this year, the number of data circulation node cities is expected to expand to around 50, covering 80% of provinces and regions, establishing a solid foundation for large-scale cross-domain data circulation [1][20]. - The cumulative transaction volume of high-quality data sets reached nearly 4 billion yuan by the end of June, with new models being piloted in cities like Shanghai and Tianjin to convert high-quality data into equity [1][20][25]. Group 2: Digital Infrastructure and Technology Innovation - As of June 2025, the number of 5G base stations has increased fivefold compared to 2020, reaching 4.55 million, while gigabit broadband users have grown 34 times to 226 million [4]. - The digital infrastructure investment has stimulated significant market demand, fostering the development of the information and communication technology industry chain [4]. - The integration of digital technology and the real economy has deepened, with software revenue expected to grow by 80% by the end of 2024 compared to 2020 [6]. Group 3: Data Resource Development and Utilization - The data industry is projected to reach a scale of 58.6 trillion yuan by 2024, with the number of data enterprises exceeding 400,000, reflecting a 117% increase from the end of the 13th Five-Year Plan [10][36]. - The average R&D investment of listed data companies is expected to increase by 79% compared to the end of the 13th Five-Year Plan, indicating a sustained enhancement in innovation vitality [10]. - The development of high-quality data sets has been prioritized, with over 35,000 high-quality data sets constructed by June, totaling more than 400 petabytes [25]. Group 4: Public Services and Social Governance - Digital public services have become more accessible, with over 1 billion services provided through internet hospitals and more than 1.07 billion electronic social security cards issued [15][16]. - The integration of data resources has improved social governance efficiency, with initiatives like "one network for all services" enhancing public service delivery [16]. - The application of data in various sectors, such as agriculture and healthcare, has led to significant improvements in operational efficiency and service delivery [6][16]. Group 5: Market and Policy Environment - The establishment of clearer institutional rules has facilitated the growth of the data market, with over 50 supporting policies implemented since the introduction of the "data twenty articles" [28]. - The data supply has become more abundant, with a 2.8-fold increase in high-quality data products launched in the first half of the year [29]. - The market ecosystem has diversified, with nearly 500 new digital technology companies established by central enterprises, and over 2,600 new supply and demand entities added in the second quarter alone [30].
数据产权等10多项制度将在今年推出、我国算力总规模位居全球第二……国家数据局发布会要点速览
Di Yi Cai Jing Zi Xun· 2025-08-14 03:33
Group 1: Digital Infrastructure Development - China's total computing power ranks second globally, with significant advancements in digital infrastructure during the "14th Five-Year Plan" period [1] - By June 2025, the number of 5G base stations is expected to reach 4.55 million, and gigabit broadband users will reach 226 million [1] Group 2: Key Technological Breakthroughs - China has made significant breakthroughs in key core technologies in the digital field, including a complete industrial chain for integrated circuits and the rise of domestic operating systems like Harmony, which has over 1.19 billion devices [2] - The country holds 60% of global artificial intelligence patents, indicating a substantial leap in AI capabilities [2] Group 3: Data Industry Growth - The number of data enterprises in China is projected to exceed 400,000 by 2024, with the data industry scale reaching 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan" [3] - The data industry is expected to maintain a high growth rate in the coming years [3] Group 4: Policy and Institutional Developments - More than 10 new systems, including data property rights, will be introduced this year, following the launch of 21 policies last year aimed at public data resource development [4] - The national integrated data market is accelerating its construction, with a focus on data aggregation, sharing, and utilization [4] Group 5: Data Circulation Nodes - 25 data circulation node cities have been established, with plans to expand to around 50 by the end of the year, covering 80% of provinces [5] - This infrastructure supports large-scale cross-regional data circulation [5] Group 6: Focus Areas for Data Development - The National Data Bureau aims to create data hubs in key areas such as embodied intelligence, low-altitude economy, and biomanufacturing [6] - There is a push for societal recognition of data value and fostering a market consensus for premium data [6] Group 7: Data Product Market - Data products are now recognized nationwide, with successful implementation in cities like Beijing and Shanghai [7] - The number of newly listed data products reached 3,328 in the first half of the year, a 70% year-on-year increase, with AI data supply showing remarkable growth [8] - High-quality datasets in AI increased by 2.8 times compared to the previous year, enhancing data utilization across various industries [8]
国家数据局:今年将推出数据产权等10余项制度
证券时报· 2025-08-14 03:31
责编:李丹 校对:李凌锋 国务院新闻办公室今日(8月14日)举行"高质量完成'十四五'规划"系列主题新闻发布会。 国家发展改革委党组成员、国家数据局局长刘烈宏在发布会上表示,数据要素价值加快释放,体系化推进数据 要素市场化配置改革,打出了一套政策组合拳,推动海量数据优势不断转化为国家竞争新优势。完善数据基础 制度方面,去年推出了公共数据资源开发利用等21项政策,今年还将推出数据产权等10余项制度。 刘烈宏表示,今年国家数据局计划部署一批数据产业集聚区建设试点,以此为抓手,不断优化产业布局,加快 形成产业生态和规模优势。下一步,国家数据局将持续优化数据产业发展环境,培育多元经营主体,为发展新 质生产力,塑造新动能、新优势提供更加有力的支撑。 刘烈宏还表示,近年来我国数据产业逐步壮大,已成为数字经济发展的新的增长点。据国家数据发展研究院研 究,2024年我国数据企业的数量超过了40万家,数据产业的规模达到了5.86万亿元,较"十三五"末增长 117%,预计未来几年仍将保持较高的增长水平。 此外,刘烈宏指出,人工智能模型训练推动数据交易需求攀升,截至今年6月底,各地高质量数据集累计交易 额近40亿元。上海、天津、安 ...
国家数据局:今年计划部署一批数据产业集聚区建设试点 加快形成产业生态和规模优势
Mei Ri Jing Ji Xin Wen· 2025-08-14 02:28
每经AI快讯,国家数据局局长刘烈宏在8月14日国新办新闻发布会上表示,今年国家数据局计划部署一 批数据产业集聚区建设试点,以此为抓手,不断优化产业布局,加快形成产业生态和规模优势。下一 步,国家数据局将持续优化数据产业发展环境,培育多元经营主体,为发展新质生产力,塑造新动能、 新优势提供更加有力的支撑。 ...