Core Viewpoint - Guizhou Province has issued policies to cultivate and strengthen business entities, aiming to enhance the quality, quantity, and vitality of these entities to solidify the foundation of the real economy by 2030 [1] Group 1: Business Development Goals - By 2030, the total number of business entities in Guizhou is expected to steadily increase, with a target of enterprises making up about 30% of the total [1] - The total number of "Four Up" enterprises is projected to reach approximately 25,000 [1] Group 2: Industry Focus and Resource Allocation - The government aims to guide state-owned enterprises to concentrate quality resources in six major industrial clusters and three characteristic industries, as well as in new productive forces and major infrastructure [1] - There is a focus on cultivating world-class enterprises in sectors like liquor, and developing billion-level enterprise groups in energy, chemicals, finance, and transportation [1] Group 3: Future Enterprise Fleet - By 2030, the goal is to form a fleet of provincial backbone enterprises, including one world-class enterprise, five billion-level enterprises, one five-hundred-million-level enterprise, and seven hundred-million-level enterprises [1]

Core Viewpoint - The Guizhou Provincial Government has issued policies aimed at cultivating and strengthening business entities, focusing on optimizing the layout of state-owned enterprises and enhancing their competitive positions in key industries [1] Group 1: Policy Measures - The measures encourage state-owned enterprises to concentrate their quality resources on six major industrial clusters and three characteristic industries, as well as new productive forces and major infrastructure [1] - The goal is to nurture world-class enterprises in sectors like liquor, and to develop billion-level enterprise groups in energy, chemicals, finance, and transportation [1] Group 2: Future Goals - By 2030, the province aims to establish one world-class enterprise, five billion-level enterprises, one five-hundred-million-level enterprise, and seven hundred-million-level enterprises among state-owned backbone companies [1]

Overall Goals - The overall goal is to accelerate the construction of a modern industrial system with Guizhou characteristics, enhancing the quality, quantity, and vitality of business entities, aiming for a total of approximately 25,000 "Four Up" enterprises by 2030 [2] Strengthening State-Owned Enterprises - State-owned enterprises will focus on optimizing their layout and consolidating resources in key sectors, aiming to cultivate one Fortune Global 500 company and five billion-dollar enterprises by 2030 [3] - A new round of reforms will deepen labor, personnel, and distribution system reforms, enhancing the effectiveness of state asset supervision [4] Expanding Private Enterprises - A plan will be implemented to cultivate high-quality private enterprises, with a target for the private economy to account for about 58% of regional GDP by 2030 [5] - A communication mechanism will be established to address the needs of private enterprises, ensuring timely resolution of issues [5] Promoting "Four Up" Enterprises - A dynamic cultivation library for enterprises will be established to support the growth of businesses in various sectors, with a focus on helping them meet standards and enter the statistical system [6] - Support will be provided for existing "Four Up" enterprises to improve quality and efficiency, including establishing a warning mechanism for enterprises at risk of delisting [7] Fostering Innovation and High-Tech Enterprises - The plan emphasizes the importance of innovation, with a goal of having over 1,200 high-tech enterprises by 2030 [11] - Support will be provided for specialized and innovative small and medium-sized enterprises, aiming for a total of 1,800 by 2030 [10] Attracting Strong Enterprises - A comprehensive service system will be established to attract high-quality enterprises, focusing on the entire project lifecycle from recruitment to production [13] - Efforts will be made to enhance cooperation with central enterprises to support the development of key industrial chains in Guizhou [13] Optimizing the Business Environment - Measures will be taken to create a fair competitive market environment, including the implementation of a negative list for market access [15] - The efficiency of government services will be improved, with a focus on streamlining processes and reducing costs for businesses [16] Ensuring Resource Support - Financial and tax support will be enhanced for growing enterprises, with various incentives for those meeting specific criteria [17] - Land, energy, and talent support will be prioritized for major projects aligned with provincial strategies [18] Implementation Mechanism - A collaborative work mechanism will be established to ensure the effective implementation of policies aimed at nurturing and expanding business entities [19]

新华财经上海2月12日电 中国经济信息社上海总部行业洞察产业数据服务平台（以下简称"行业洞察"） 12日发布2025年中国大数据产业城市竞争力TOP50榜单显示，北京（93.25）、上海（92.18）、深圳 （91.56）位列榜单前三位。 2025年我国大数据产业规模持续扩大，增长得益于国家顶层设计推动和企业数字化转型需求的全面释 放。各地依托区域优势积极推动大数据产业发展，目前国内已经形成京津冀、长三角、粤港澳大湾区三 大核心产业集群。在应用层面，大数据已深度渗透千行百业，创造显著价值。 2025年北京市位列中国大数据产业城市竞争力TOP50榜单首位，北京大数据产业在国家战略引领和"全 球数字经济标杆城市"建设目标驱动下，呈现出规模领先、技术前沿、政策创新、区域协同的鲜明特 征，已成为首都经济高质量发展的核心引擎。 近年来北京率先建设"国家数据要素综合试验区"，坚持"以用为先"，持续开放城市级应用场景，推动大 数据从技术走向价值转化。榜单显示，2025年，北京大数据产业在产业规模（92.18)、优质企业 （96.53)、创新能力（92.21)、融资能力（92.62)、成长能力（90.11)等方面均表现突出。 ...

深耕数字经济，寇纲还把视野放在了科技金融、绿色金融等方面。 "我们要更多关注算力中心等数据基础设施建成后的运营效率和实际效果。"在位于四川省成都市的西南 财经大学大数据研究院，一场讨论会正热烈进行。讨论伊始，全国政协委员、西南财经大学大数据研究 院院长寇纲点出会议主题。 一张会议桌，一台投影仪，几把旋转椅，众人围坐一起，分析数据、提炼观点……这样的讨论每周都会 进行。"产学研打通至关重要，我们加紧与有关机构合作，不断探索新的技术解决思路。"寇纲说。 担任全国政协委员以来，围绕数字经济发展，寇纲提了不少建议。 "之前我们调研发现，不少地方政府都出台了人工智能产业发展规划，一些地方出现了盲目跟风投资的 现象。"寇纲说，缺乏论证、重复建设，很容易导致项目"烂尾"。 对此，寇纲团队形成了规范算力投资及补贴等相关建议，提出应避免"内卷式"竞争，相关内容还被纳入 了《政府工作报告》。"作为全国政协委员，看到自己的建议被吸收采纳，感到格外欣喜。"寇纲说。 赴外地调研，分析企业需求，讨论技术应用……去年以来，团队探索企业电碳账户数据与金融机构互联 互通，形成企业电碳信用体系。"通过推动企业电碳账户数据与金融机构信息互联互通， ...

前期贵州与中国商飞就"强化中国商飞数据中心建设合作"初步达成合作意向后，为加快推进该项目落 地，贵安新区积极与中国商飞、上海航空工业（集团）有限公司，围绕项目规模、落地模式、设计方 案、协议洽谈等方面多次深入沟通。 转自：贵州日报 本报讯（记者 陈玲）2月5日，贵州贵安新区管理委员会与上海航空工业（集团）有限公司签约，就中 国商飞贵州数据中心落地贵安新区达成合作。 作为中国国家大数据（贵州）综合试验区与数字经济发展创新区核心区，截至2025年底，贵安新区已集 聚大型数据（智算）中心26个，算力总规模突破150Eflops，智算占比超98%，成为全国国产化智算能力 最强、资源最多的地区之一。 此次中国商飞贵州数据中心落地，标志着贵安新区东数西算算力中心集群再添"新成员"，为贵州大数据 产业高质量发展增添数智力量。 ...

Core Viewpoint - The market is experiencing a shift from a "style betting" approach to a "structural competition" approach, indicating a more nuanced investment landscape where various asset classes coexist simultaneously [6][26]. Group 1: Market Dynamics - Since the beginning of 2026, the market has shown significant volatility with rapid shifts in sentiment, leading to a perception of a lack of clear direction [1]. - Observing ETF-level capital flows reveals that the market is accommodating multiple directions rather than lacking direction [2]. - A notable change is occurring in the aesthetic of capital, suggesting a stratification in investment preferences [3][4]. Group 2: Technology Sector Insights - The A+H technology sector is emerging as a focal point in the current structural layering of the market [8]. - Historically, technology assets were viewed as temporary trading tools rather than structural assets, with narratives shifting between growth potential and risk concerns [9][10]. - As of 2025, the understanding of technology is evolving to focus on its role within the industrial structure rather than just valuation [12][13]. Group 3: Hong Kong Stock Market Developments - The narrative surrounding Hong Kong technology stocks is shifting from "repair" to "technological transformation," reflecting a more balanced understanding of their role in the global market [14][15]. - The Guozhen Hong Kong Stock Connect Technology Index emphasizes a balanced approach, focusing on companies with stable growth and R&D investment across various sectors [16][19]. Group 4: Artificial Intelligence and Future Trends - The market's perception of artificial intelligence is evolving from a conceptual level to a more structured understanding of its industry chain positioning [20]. - The Zhongzheng Innovation and Entrepreneurship AI Index represents a comprehensive view of the AI industry, covering various layers from infrastructure to applications [23][24]. Group 5: Stability and Structural Evolution - The market is forming a multi-layered structure where technology assets represent high growth potential, while stable cash flow assets serve as stabilizers [25]. - The Zhongzheng Hong Kong Stock Connect High Dividend Select Index introduces a quality screening mechanism, focusing on companies with strong dividend attributes and structural integrity [25]. - The overall trend indicates a shift towards a more structured investment approach, reflecting the maturation of capital and the integration of the Chinese capital market into the global system [26][27].

Group 1: Economic Development and Industrial Strategy - Guangdong is focusing on enhancing its advanced manufacturing industry and developing new emerging industries to inject new momentum into high-quality economic development [1] - Dongguan is committed to manufacturing as its core, leveraging its position in the Guangdong-Hong Kong-Macao Greater Bay Area to promote traditional industry upgrades through new technologies [1] - Zhanjiang has established a "four greens and one blue" industrial system, with green petrochemicals and modern agriculture both exceeding 100 billion yuan in annual output value, serving as core economic engines [2] Group 2: Technological Innovation and New Productivity - Guangdong's economy is characterized by a strong foundation, resilience, and potential, with advantages in industrial infrastructure and technological innovation [2] - Shaoguan is prioritizing the development of big data and computing power industries, aiming to support the transformation of traditional industries and foster new industrial clusters [3] - Huizhou has achieved significant economic growth, crossing the 500 billion yuan and 600 billion yuan thresholds, and is focusing on artificial intelligence and robotics to enhance its manufacturing capabilities [3] Group 3: Cultural and Urban Development - Zhaoqing aims to enhance its cultural heritage and create a vibrant city by promoting the protection and innovative development of traditional culture [4] - Chaozhou is leveraging its rich cultural history to develop a diverse consumption scene, aiming to attract tourists and enhance its cultural identity [4]

□ 本报记者 许雯斐 通讯员 曹昊晨 眼下，永丰路与友谊路交叉口，工程车辆穿梭，机械轰鸣作业，一片热火朝天的景象。这里是联东U谷 数智产业园项目现场，与在建中的南京北站近在咫尺。项目自去年12月开工以来，招商去化已基本完 成。地处北站"第二圈层"的黄金地段，未来，企业家、科学家出站10分钟，即可到达这里，投入高效研 发与生产工作中。 去年3月，江北新区发布《扬子江产业科技创新试验区建设方案》，在"一港、一园、四基地、八街 区"总体布局中，南京北站枢纽经济区被赋予"产业科技创新枢纽港"建设使命，成为建设蓝图中的关 键"一港"。 如今，一边是南京北站主体结构全面转入地上施工，"超级枢纽"拔节生长；另一边，是枢纽经济区内的 产业项目快马加鞭，同步推进。这片热土上，勾勒出的不仅是交通枢纽的钢铁骨架，更是一座驱动未来 的产业创新高地。 "当日拿地、次日动工"的非凡速度 "我们在全国布局众多项目，'拿地即开工'并非首次，但像这样当天拿到五张证、次日就能进场施工 的，实属首次。"近日，联东U谷项目负责人专程向江北新区数据局、建设与交通局及枢纽办等相关部 门送上锦旗，表达谢意与赞誉，"江北新区的服务效率，堪称'非凡速度'！" ...

算力方面，雅安作为成渝地区大数据产业基地，已建成全省规模最大的数据中心，4万个机架、 6142PFlops总算力，其信息计算、网络传输能力稳居川渝领先。 （来源：中国改革报） 转自：中国改革报 今年四川省两会上，省政协委员、雅安市政协主席张通荣带来三份提案，精准锚定生态价值转化、算力 产业赋能、区域协同发展三大重点领域，破解发展瓶颈、激活发展动能，着力推动雅安生态、算力"双 家底"转化为高质量发展"硬实力"。 张通荣介绍，雅安拥有生态和算力这两样"好家底"。生态方面，既是长江上游重要生态屏障，也是成渝 群众休闲度假的"后花园"，雅安作为全国首批医养结合试点市，已建成13家医养结合机构，中药材已形 成从种植、加工到销售的完整医药健康产业链。 "尽管如此，这些优势尚未完全转化为发展实效。生态资源价值有待进一步挖掘，优质算力资源的应用 场景有待拓展。"张通荣坦言，产业兴则民生兴，生态优则百姓安。此次带来的三份提案以人为本，紧 扣"区位、生态、文化"融合发展主线，将算力与生态作为雅安破局提质的"双引擎"。 在区域协同上，张通荣提案建议切实把握川藏铁路建设等重大机遇，深入践行"生态立市、产业兴市、 开放活市"发展战略， ...