格隆汇8月6日丨浙数文化(600633.SH)在互动平台表示，浙江大数据交易中心目前尚未涉及RDA业务， 正积极关注相关业务动向，并将与监管部门、高校、其它数据交易机构等保持密切沟通与合作，及时获 取吸收前沿信息和各方专业意见，为后续在合规框架内稳健开展相关业务积累经验。请投资者注意投资 风险，理性投资。 ...

Core Viewpoint - Shaanxi Silk Road Data Trading Center, led by Shaanxi Big Data Group, has signed a strategic cooperation agreement with Shanghai Shujike Digital Technology Co., Ltd, launching the first "Science and Technology Innovation Data Zone" in the country [1] Group 1 - The "Science and Technology Innovation Data Zone" will initially introduce multiple data products covering fields such as biomedicine, smart agriculture, smart transportation, and cross-border trade [1] - This zone serves as a platform integrating data products, services, and solutions, providing data support and decision-making references for government departments, financial institutions, enterprises, universities, and research institutes [1] - The collaboration signifies a new model for deep integration of data elements and technological innovation between Shanghai and Shaanxi [1] Group 2 - Future plans include establishing a cross-regional collaborative mechanism for science and technology innovation data, aiming to overcome data bottlenecks in the industrialization of laboratory results [1] - The initiative will focus on building a digital technology ecosystem, accelerating the process of data elementization in industries, and promoting efficient circulation of data elements in a unified national market [1] - The goal is to empower the deep integration of the real economy and digital economy [1]

Core Viewpoint - The incident involving Astronomer's CEO and HR head has led to a significant reputational crisis for the company, prompting immediate internal investigations and leadership changes [2][3][6]. Group 1: Incident Overview - On July 16, 2025, Astronomer's CEO Andy Byron and HR head Kristin Cabot were captured in a compromising situation during a Coldplay concert, which quickly went viral on social media [1]. - Following the incident, the board of directors placed both individuals on administrative leave and initiated an internal investigation [2]. - On July 19, Andy Byron officially resigned as CEO, and co-founder Pete DeJoy was appointed as interim CEO, with Cabot also resigning shortly thereafter [3]. Group 2: Company Profile - Astronomer is valued at $1.3 billion and employs 350 staff, having achieved unicorn status in 2022 [5]. - The company offers Astro, a data platform powered by Apache Airflow, designed for building, running, observing, and managing data pipelines for data, analytics, and AI-driven applications [4]. Group 3: Crisis Management - The incident represents a moral misconduct crisis, with the board's response being considered standard and the resignations viewed as a necessary but dignified exit [6]. - The event generated substantial media attention, with over 22,000 news articles published within 24 hours and more than 15 million readers engaging with the content, comparable to other major news events [9]. - Google Analytics indicated a 15,000% surge in website traffic for Astronomer following the incident [10]. Group 4: Public Relations Strategy - The public relations team faced the challenge of managing the negative attention while leveraging the unexpected traffic to the company's advantage [11][12]. - The crisis was categorized as a values-based crisis, and the resignations of the executives helped to alleviate public sentiment [13]. - To redirect focus back to the company, the PR team decided to issue a formal statement regarding the resignations and enlisted Gwyneth Paltrow as a temporary spokesperson to create a humorous PR video [27][34]. Group 5: Video Campaign Impact - The video featuring Gwyneth Paltrow went viral, amassing over 36.5 million views and shifting the narrative towards a more positive brand image [35]. - Paltrow's video effectively communicated the company's core message, highlighted its main product, and promoted an upcoming event, successfully steering public attention back to the company's strategic objectives [41][42].

Group 1 - The first approved data asset ABS "Huaxin-Xinxin-Data Asset Phase 1 Asset-Backed Special Plan" was officially issued at Shenzhen Stock Exchange, with an issuance scale of 133.7 million yuan and a priority ticket interest rate of 2.0% [1] - 89% of the cash flow for this ABS comes from data asset pledge loans, indicating strong reliance on data as a new asset class [1] - The project includes nine pool enterprises from Jiangsu, Zhejiang, Shaanxi, and Jiangxi provinces, featuring both listed companies and private specialized firms, showcasing a diverse and stable credit profile [1][2] Group 2 - The pool enterprises span various industries including construction, wholesale and retail, information transmission, software, and IT services, reflecting a broad sectoral coverage [2] - The data assets include vehicle travel data, agricultural production data, and hotel operation data, all of which have undergone comprehensive ownership confirmation and compliance with legal requirements [2] - In 2023, Jianye District is focusing on "data elements ×" to develop Nanjing Smart City, targeting sectors like data computing power, financial technology, and digital energy to enhance the data ecosystem [2] Group 3 - The Jiangsu Public Data Authorization Operation Platform was launched in Jianye in March, establishing a closed-loop ecosystem for development, incubation, and application [3] - The incubation center provides technical, computing, and policy support to reduce development costs and match scene requirements, promoting a virtuous cycle of "data-driven industrial upgrading" [3]

Group 1 - The core viewpoint of the news is that HaiTian RuiSheng is experiencing comprehensive growth in its three major business segments: computer vision, natural language processing, and intelligent voice, driven by rapid advancements in global AI technology [1] - The increase in the proportion of computer vision and natural language businesses is attributed to technological breakthroughs and growing market demand [1] - The company is involved in the construction of a national training data labeling base, forming a comprehensive solution in the data element field [1] Group 2 - HaiTian RuiSheng's strategic cooperation with Huawei includes projects such as the Ascend DeepSeek data flying intelligent body, Shaanxi Smart Cultural Tourism Project, and the Jingxi Zhigu Digital Human Platform and dubbing platform project [1] - Key drivers for revenue growth in 2025 include two major trends in the AI industry, innovative business layout, and strategic partnerships, particularly with Huawei and the Southeast Asia data delivery system [1] - The company is advancing its global strategy through acquisitions, such as the Philippine delivery base, and accelerating the construction of a global service network [1] Group 3 - The data sources required for training specific vertical domain models are categorized into public data, proprietary customer data, and targeted data collection from vertical scenarios [1] - The data labeling industry is expected to become more intelligent, with data security and compliance capabilities becoming core evaluation dimensions [1] - The company's core competitiveness lies in its dual-mode service products, technical platform capabilities, supply chain resource management, and data security and compliance capabilities [1] Group 4 - The distinction between product data set business and customized service business is that the former involves simulated data, while the latter is pure processing service based on targeted needs [1]

调研纪要：鼎通科技二季度生产订单饱和，营业收入和净利润同比大幅增长，通讯业务占总营收80%， 112G产品需求旺盛，224G和液冷产品将提高收入和利润。马来西亚子公司订单充足，上半年总收入 5158万元，二季度逐渐开始盈利。三季度客户需求旺盛，预计环比仍会有增长。液冷产品二季度小批量 出货，预计年底或2026年初开始量产。Overpass系列产品二季度需求增长较缓，预计三季度表现会更 好。汽车业务上半年增长不明显，预计下半年与比亚迪、长安汽车合作项目及宝马BMS将起量。BMS 项目已有两条自动化产线安装完成，预计年底或2026年初开始量产。112G通讯产品月需求超150万套， 预计三季度仍将有环比增长。224G通讯产品已开始批量试产，预计下半年大批量量产。公司通过购买 机器设备和增加组装线来扩充产能，为后续产品上量做准备。公司对未来业绩有信心，224G通讯产 品、液冷产品和BMS项目将贡献收入和利润。 机构简介： 调研纪要：全球AI技术快速发展推动海天瑞声计算机视觉、自然语言和智能语音三大业务板块全面增 长。计算机视觉和自然语言业务占比提升，得益于技术突破和市场需求增长。公司在数据要素领域通过 参与国家训练数 ...

Core Insights - The rapid development of global AI technology is driving comprehensive growth in the three business segments of Haitian Ruisheng: computer vision, natural language, and intelligent voice [1] - The increase in the proportion of computer vision and natural language businesses is attributed to technological breakthroughs and growing market demand [1] - The company is participating in the construction of national training data labeling bases, forming comprehensive solutions in the data element field [1] Business Collaboration and Growth Drivers - Strategic collaborations with Huawei involve projects such as the Ascend DeepSeek data flywheel intelligent body, Shaanxi Smart Cultural Tourism Project, Jingxi Zhigu Digital Human Platform, and dubbing platform projects [1] - Key drivers for revenue growth by 2025 include two major trends in the AI industry, innovative business layouts, and strategic partnerships with Huawei and Southeast Asia's data delivery system [1] Global Expansion Strategy - The company is advancing its globalization strategy by acquiring a delivery base in the Philippines and accelerating the construction of a global service network [1] - Data sources required for training specific vertical domain models include public data, proprietary customer data, and targeted data collection from vertical scenarios [1] Industry Trends and Core Competencies - The data labeling industry is expected to become more intelligent, with data security and compliance capabilities becoming core evaluation dimensions [1] - The company's core competitiveness lies in its dual-mode service products, technological platform capabilities, supply chain resource management, and data security and compliance capabilities [1] - The distinction between product data set business and customized service business is that the former involves simulated data, while the latter is pure processing service based on targeted needs [1]

根据市场公开信息及8月4日披露的机构调研信息，知名私募趣时资产近期对1家上市公司进行了调研， 相关名单如下： 1）海天瑞声 （趣时资产参与公司分析师会议） 调研纪要：全球AI技术快速发展推动海天瑞声计算机视觉、自然语言和智能语音三大业务板块全面增 长。计算机视觉和自然语言业务占比提升，得益于技术突破和市场需求增长。公司在数据要素领域通过 参与国家训练数据标注基地建设，形成综合解决方案。与华为合作涉及昇腾 DeepSeek数据飞轮智能 体、陕西智慧文旅项目、京西智谷数字人平台及配音平台项目。2025年收入增长的核心驱动因素包括 AI产业的两大发展趋势和创新业务布局，以及与华为的战略合作和东南亚数据交付体系。海外市场拓 展方面，公司全面推进全球化战略布局，通过并购菲律宾交付基地和加快全球化服务网络建设。训练特 定垂向领域大模型所需数据来源分为公开数据、客户自有数据和垂直场景定向采集数据。数据标注行业 将更加智能化，数据安全及合规能力成为核心评价维度。公司核心竞争力体现在服务产品双模式、技术 平台能力、供应链资源管理和数据安全及合规能力。产品数据集业务与定制化服务业务的区别在于前者 是模拟数据，后者是定向化需求的纯 ...

省数据局近期在全国率先组织开展江苏省公共数据"跑起来"场景县（市、区）实践案例征集，并于 日前正式发布首批实践案例名单。 作为数据大省，江苏如何在推动公共数据"跑起来"方面走在前做示范？经企业自主申报、各地推荐 与综合评估，按照每个县（市、区）一次最多入选一个的要求，省数据局日前公布首批公共数据"跑起 来"场景县（市、区）实践案例名单（2025年7月）。名单共有9个案例入选，覆盖了诚信保、医疗高质 量数据集、城市生命线安全工程、低空+水利等众多领域。9个场景的实施单位，均为2025年以来新注 册落户的企业。 这些案例，将问题导向和需求导向相结合，紧扣具体业务中的痛点难点，精准对接实际需求，推动 数据资源精准赋能。实施企业还严格按照公共数据授权运营规定，通过规范程序获取公共数据，带动我 省公共数据授权运营深入开展。此外，这些案例还突出了市场化可持续运营，具有可预期的商业前景。 ...

Core Insights - Jiangsu Province has taken the lead in organizing the collection of practical cases for public data utilization, aiming to demonstrate effective implementation in various sectors [1] - The first batch of practical cases includes nine selected scenarios, covering areas such as integrity protection, high-quality medical data sets, urban lifeline safety projects, and low-altitude water conservancy [1] - All selected cases are implemented by newly registered enterprises since 2025, indicating a focus on innovation and new business models [1] Summary by Categories - **Public Data Utilization** - Jiangsu Province is pioneering the initiative to make public data more actionable through practical case studies [1] - The initiative combines problem-oriented and demand-oriented approaches to address specific challenges in business operations [1] - **Selected Cases** - A total of nine cases have been officially recognized, each representing a unique application of public data in various fields [1] - The selected scenarios include diverse sectors, showcasing the versatility of public data applications [1] - **Implementation and Sustainability** - The enterprises involved have adhered to public data authorization regulations, ensuring compliance and promoting deeper engagement in public data operations [1] - The cases emphasize market-oriented sustainable operations, indicating a promising commercial outlook for the initiatives [1]