Core Insights - The company is at a critical juncture of "second entrepreneurship" as it embraces a strategic shift towards data intelligence and globalization, led by the return of its founder and CEO, Chen Jie [1][2][9] - The focus is on transforming accumulated data assets into intelligent products that solve complex business problems, moving from raw data to refined, actionable insights [3][4] Group 1: Strategic Transformation - The company has successfully transitioned from information security products to SaaS cloud services and then to inclusive finance (DaaS), serving 28.5 million enterprises and accumulating over 1,000 trillion yuan in real-time transaction data, capturing 40% market share [1][2] - The strategic pivot towards "data intelligence + globalization" is seen as a significant industrial revolution, emphasizing the need for strategic foresight, organizational agility, and technical judgment [2][3] Group 2: Data Intelligence Development - The company aims to industrialize its unique "live data" assets, which are highly structured and dynamic, to create full-stack intelligent products that can be directly utilized by enterprises without the need for self-built models or data cleaning [3][4] - The product roadmap includes three layers: infrastructure, platform capabilities, and ecological applications, focusing on AI-driven solutions across various business scenarios [4] Group 3: Organizational Restructuring - The company has made systematic adjustments to its management structure, ensuring that key positions are filled with leaders capable of driving innovation and breakthroughs [5] - The emphasis is on maximizing the influence of value creators within the organization to enhance agility and responsiveness [5] Group 4: Global Expansion Strategy - The company is pursuing a global strategy that involves establishing a presence in Hong Kong and leveraging its advanced electronic invoicing system to support digital tax upgrades in various regions [6] - The goal is to create a lightweight infrastructure ecosystem for global enterprises, facilitating standardized systems and data interoperability [6] Group 5: Technological Advancements - The X402 protocol is highlighted as a key development for enabling machine payment standards and automating transactions, positioning the company as a provider of intelligent infrastructure [7] - The potential for monetizing data assets through AI agents is seen as a transformative opportunity for the company [7] Group 6: Long-term Vision for Investors - The company aims to leverage favorable conditions in data policy and technology to transition from API-based services to comprehensive solution models, fundamentally altering its valuation logic [8] - The founder's return signals a commitment to shared destiny with the company, focusing on deep capability reconstruction to enhance customer loyalty and profitability [8]

此次合作是人民数据深耕数据资产化服务、助力地方数据要素市场建设的又一成果。近年来，人民 数据聚焦数据交易、数据资产、数据应用、数据研究四项核心业务，积极与各界开展合作，深度参与区 域数字化转型实践，探索数据价值释放新路径，为各地数据要素市场化探索可复制、可推广的模式与经 验。未来，人民数据将持续完善服务体系，推动各地、各领域实现数据优势向治理效能、产业竞争力转 化，为数字经济高质量发展注入新动能。 基于前期合作，人民数据进一步为德泰控股集团量身打造覆盖数据治理、合规确权、资产入表及产 品开发全链条的解决方案，持续助力企业深化数据资产化探索，最终促成此次"社会与公共服务数据 集"及相关数据产品在深圳数据交易所挂牌。该数据集在开发过程中，严格遵循相关法律法规，对涉及 个人信息的数据已进行专业化匿名化处理，确保数据产品不涉及个人隐私，符合数据交易的安全与合规 标准。据了解，该系列社会与公共服务数据产品，可为银行等金融机构提供企业信用状况及经营稳定性 评估支持，助力提升金融服务精准度与安全性，成为数据要素驱动产业高质量发展、激活金融创新活力 的市场化实践样本。 近日，大连德泰控股集团有限公司（简称"德泰控股集团"）的 ...

Group 1 - The core viewpoint emphasizes the importance of data resource development and utilization in promoting high-quality development in Beijing and Jiangxi, in line with the spirit of the 20th Central Committee's Fourth Plenary Session [1][2][3] Group 2 - Beijing has established the first national "Medical Insurance + Commercial Insurance" clearing and settlement center, facilitating synchronized reimbursement for patients across the country [2] - Since the 14th Five-Year Plan, Beijing has launched over 3,000 data products at the Beijing International Big Data Exchange and has provided services over 400 million times to 700,000 market entities [2] - Jiangxi has implemented digital transformation policies, resulting in over 13,000 enterprises adopting digital upgrades, contributing 22.9% to the industrial growth of large-scale enterprises [3] - The AI visual inspection system in a large automotive manufacturing company in Jiangxi can now complete key vehicle inspections within 50 seconds, covering over 1,200 types of components [3] - Jiangxi aims to enhance its industrial competitiveness by building a digital transformation ecosystem that integrates large, medium, and small enterprises [3]

Core Viewpoint - The Chinese government has issued opinions to strengthen the construction of data-related academic disciplines and the digital talent workforce, emphasizing the need for optimized academic program settings and collaboration between educational and data management departments [1] Group 1: Academic Program Development - The opinions call for the establishment of data science and engineering, as well as digital economy and management programs at degree-granting institutions [1] - There is a focus on creating a talent cultivation mechanism that connects undergraduate, master's, and doctoral programs in data-related fields [1] - Vocational schools are encouraged to adjust data-related programs dynamically based on industry development needs, including the addition of courses in data collection, cleaning, labeling, compliance, and operations [1]

Core Viewpoint - The 2025 "Data Element ×" competition's national finals highlighted the increasing circulation of data through open, shared, and authorized operations, emphasizing the importance of data trading centers and service platforms in building a unified national data market [1] Industry Development - The development of China's data market is still in its early stages, with ongoing evolution in the types and capabilities of data circulation service institutions [1] - The National Data Bureau plans to enhance the cultivation of various data circulation service institutions to enrich the data market ecosystem and accelerate the establishment of an open, shared, and secure national integrated data market [1] Future Initiatives - Support will be provided for data trading centers to explore the establishment of a comprehensive service system for data circulation transactions [1] - Data circulation service platform companies will be encouraged to expand new models for industry data integration and utilization [1] - Data vendors will receive support to further develop data products and enhance service capabilities [1]

Core Viewpoint - The company is optimistic about the emerging field of embodied intelligence data, which is seen as a high-growth sector, and has established a dedicated team to develop related business initiatives [2] Group 1: Business Development - The company has initiated site selection for specialized companies in multiple cities across the country to support its embodied intelligence data business [2] - The company has formed partnerships with several leading robotics manufacturers and is engaging with major tech firms and local governments to align on order demands [2] Group 2: Market Potential - The national government has prioritized embodied intelligence as a key industry for future development, indicating significant market potential [2] - There is a growing demand from both domestic and international tech companies for large-scale procurement of embodied intelligence data, which includes interaction data for robots in real-world scenarios and data needed to build simulation models [2] Group 3: Collaboration and Infrastructure - Local governments are actively planning the construction of "embodied intelligence training grounds" to collect high-quality data, which will empower research and industrial applications [2] - The company is currently advancing the design and implementation of sample data delivery and training ground solutions to lay a solid foundation for the accelerated development of its embodied intelligence data business [2]

本报讯 （记者郭冀川）11月28日，2025数据要素发展大会在杭州高新区（滨江）召开。 本次大会由中国通信标准化协会、杭州国家高新技术产业开发区管委会联合主办，中国信息通信研究 院、中国数谷联合承办，杭州高新数联互通科技有限公司协办。 中国信通院云计算与大数据研究所副总工程师闫树发布并解读了《数据要素发展报告（2025年）》。闫 树以智能时代数据要素价值重构为切入点，进一步讨论数据要素的理论认识，阐述了过去一年我国数据 要素发展在供给、流通、应用和安全等方面的最新动态，并在总结发展特征、研判核心挑战的基础上， 对未来发展趋势提出展望。 中国人民大学法学院院长杨东就《法律大模型、共票与数据要素市场化》展开分享。杨东围绕数据要素 市场化的历史进程、数据要素金融创新的中国自主理论、共票理论指导下的数据要素实践等话题探讨现 存问题以及后续发展方向。 中央财经大学中国互联网经济研究院副院长、国家数据专家咨询委员会委员欧阳日辉就《数据要素市场 化配置改革的理论探讨与策略措施》展开分享。欧阳日辉以数据要素市场化配置改革为核心，深入探讨 相关理论基础，阐述我国在制度建设、市场培育、数据流通等方面的实践进展，分析当前面临的核心 ...

政企聚力，共绘"AI+数据基础设施"新篇章 【中国，上海， 2025 年 11 月 26 日】数字经济发展趋势下，数据要素作为核心生产要素已成为驱 动高质量发展的关键引擎。近日，以"数联全球商通未来——乘数无界∞"为主题的第五届全球数商大 会在上海举行，大会汇聚政、产、学、研、用代表，共话数据驱动型经济发展与要素市场化改革机 遇。 主题论坛现场 华为技术有限公司（以下简称"华为"）受邀参展并联合上海数据集团举办 "AI+ 数据基础设施 释放数 据要素价值 " 主题论坛，论坛以政策解读、技术洞察、方案落地、实践分享为核心脉络，搭建政企 协同创新交流平台，凝聚产业共识，推进数据要素流通。 上海市数据局党组成员、副局长 翁轶丛 上海市数据局党组成员、副局长翁轶丛在致辞中强调，上海正以"区块链 + 隐私保护计算"特色方 案、全域算力布局为抓手，推进数据流通利用基础设施先行先试，破解数据跨域流通、安全融合等核 心难题。华为凭借在 AI 算力、数据安全、可信流通领域的全栈技术优势，为上海数据全生命周期安 全保障、算力集约化调度提供了关键技术支撑与创新解决方案。未来，上海将深化"数字上海"建设， 持续与华为等龙头企业强化合 ...

Core Insights - The return of the founder and chairman Chen Jie as CEO signals a strategic shift for the company towards a "second entrepreneurship" phase, focusing on data intelligence in a rapidly evolving market [1][5] - The company aims to transform from merely providing data services to becoming a "refiner" of data, creating high-value products from its extensive data assets accumulated over the past decade [2][5] Group 1: Company Strategy - The company has completed two significant transformations over the past decade, evolving from information security products to SaaS services and then to inclusive finance, serving 28.5 million enterprises and accumulating over 1,000 trillion yuan in real-time transaction data [2] - A clear product roadmap has been established, which includes introducing an AI full-stack toolchain, launching intelligent product matrices for various industry applications, and exploring machine payment and data exchange based on the X402 protocol [3] Group 2: Global Expansion - The company is pursuing a global strategy that involves exporting "lightweight infrastructure" rather than simply replicating Chinese experiences, with plans to serve Chinese enterprises going abroad and entering markets in Southeast Asia and the Middle East [4] - The X402 protocol is viewed as a key application scenario for data intelligence and a new infrastructure for the AI economy, enabling monetization of data assets through various charging models [4] Group 3: Long-term Vision - The company aims to convey a strong long-term value signal to investors, emphasizing its favorable conditions, including supportive policies, unique data assets, and a top-tier team [5] - The transition to a full-stack solution model is expected to fundamentally change the company's gross margin structure, customer loyalty, and lifecycle, marking a significant shift in its operational strategy [5]

民政部信息中心、农业农村部大数据发展中心、国家数据发展研究院、国家信息中心、中国科学院微小卫星创新研究院等领导嘉宾，上海市政府办公厅、 市发改委、市农业农村委、市数据局、市国资委、市知识产权局、市大数据中心等政府领导，上海数据集团相关领导出席论坛。 央地同频，共绘发展蓝图 国家数据发展研究院院长胡坚波，上海市数据局党组成员、副局长翁轶丛，上海数据集团党委副书记祝培莉分别为论坛致辞。 11月25日，以"数联全球 商通未来——乘数无界♾️"为主题的2025全球数商大会于上海国际会议中心盛大启幕。当日下午，由上海数据集团、上海数据研 究院主办的"数据前沿"论坛成功举行。论坛以"全国一体化数据市场建设的理论与实践"为主题，深入探讨数据市场建设的战略导向、发展现状与实践路 径。 胡坚波表示，国家数据发展研究院作为国家数据局和地方行业、企业的沟通桥梁，将与社会各界同仁携手，共同推动国家数据事业的高质量发展。 本次"数据前沿"论坛汇聚了全国一体化数据市场建设的理论成果与实践案例，也为各方进一步深化合作、协同破局提供了宝贵思路。 主题演讲，共探关键议题 论坛邀请7位重磅嘉宾发表主题演讲，覆盖"全国一体化数据市场建设"的战略意 ...