Core Insights - Data is recognized as the fifth production factor, characterized by non-competition, replicability, and unlimited growth potential, making its value extraction process more complex than traditional production factors [1] - The development of the data factor market relies heavily on a clear policy framework and implementation pathways, with local data trading institutions and data merchants emerging as key drivers [1] - The establishment of a robust ecosystem for data supply and usage is essential to achieve the goals of effective data flow and security [1] Group 1: Industry Overview - The data factor market is currently in a critical phase driven by policy and practical exploration, with the establishment of the National Data Bureau marking a significant step towards a unified national data market [19][20] - By 2025, the market size is projected to exceed 200 billion, with a compound annual growth rate of over 25% [23] - The construction of a complete national data circulation system is planned over the next five years, aiming to empower the real economy and stimulate growth [27] Group 2: Evaluation of Service Providers - The selection of "Outstanding Service Providers in the Data Factor Industry" is based on comprehensive evaluations by iResearch and industry experts, focusing on the capabilities of data developers, operators, and IT technology providers [2][4] - The evaluation model includes four core dimensions: industry depth, product and technology capabilities, service capabilities, and ecosystem capabilities [4] Group 3: Case Studies and Applications - Neusoft's City Data Value Empowerment Platform integrates data to enhance urban services in health, employment, and smart governance, creating a comprehensive service ecosystem [11][12] - The "Fujian Health Public Service Operation Platform" aims to provide a full lifecycle service system, while the "City Human Resources Development Platform" connects various stakeholders to promote employment and training [15] Group 4: Future Directions - The focus on high-quality data sets and specialized intelligent entities is expected to become mainstream, with ecosystem co-construction and scenario-building capabilities as core competitive advantages [20] - The establishment of a "trusted data space" is crucial for providing diverse data product choices to cross-domain consumers [25] - The industry faces challenges such as an incomplete pricing system and compliance barriers, which need to be addressed to facilitate the free flow of data in the market [31][28]

Core Viewpoint - The establishment of the Qinghai Data Element Circulation Service Innovation Center aims to provide comprehensive support for data element circulation and trading, fostering a collaborative innovation ecosystem involving government, industry, academia, research, and application [1][2] Group 1: Infrastructure and Capacity - Qinghai Province has a unique geographical advantage, with total installed power capacity exceeding 71 million kilowatts, where clean energy and renewable energy account for 94.6% and 70% respectively [1] - The province has established China's first clean energy and green computing scheduling center, integrating resources from major telecom operators and local computing centers, with green electricity usage around 95% [1] - Qinghai has built approximately 190,000 standard racks, with over 95% utilization, and a computing power scale exceeding 17,000 PFLOPS, forming a comprehensive computing supply system [1] Group 2: Policy and Standards - The province has developed local standards for green computing and established China's first 100% clean energy traceable green data center and a market-oriented shared energy storage trading platform [1] - Qinghai aims to promote deep cooperation with countries and regions along the Silk Road Economic Belt in areas such as smart logistics, digital trade, and cross-border data applications [2]

来自全国数据要素行业专家、业界代表齐聚一堂，围绕国家数据要素市场化配置改革部署、数据要素发 展机遇、数据要素价值化与市场化、数据赋能青海特色产业发展等开展政策解读、发展趋势研判和高端 研讨交流。 青海省数据局局长靳力说："我们抢抓人工智能发展时代机遇，积极融入'东数西算'国家布局和全国一 体化算力网，先行推动绿色算电协同发展，推动形成'1+2+N'绿色算力基地发展布局，变绿电为绿算、 变电缆为光缆、变瓦特为比特，着力开辟发展新赛道。" 截至目前，青海省已建在建标准机架18.9万架，已建标准机架使用率超95%，算力规模超1.7万 PFLOPS，初步形成"通算+智算+超算"综合算力供给体系。 先后与百度、阿里、金山、京东等7家全国互联网头部企业达成战略合作，百度标注中心、金山智算中 心、新华三图灵小镇等相继落地。中国联通·阿里云全国产芯片万卡绿色算力集群点亮投运，柴达木绿 色微电网算力中心示范项目全面启动等，全省绿色算力产业集聚成势。 活动现场举行了青海省数据要素流通服务创新中心揭牌仪式，标志着省级数据要素统筹、交易、流通和 运营平台完成升级，将在制度创新、场景孵化、生态集聚等方面发挥枢纽作用。 青海省农村信用社 ...

栾婕：湖南依托文化产业优势，充分发挥数据在促进文化和科技深度融合中的作用。河南在交通物 流、医疗健康等领域探索了数据资源开发利用的典型做法。辽宁从农业农村等重点行业入手，以公共数 据资源开发利用为抓手，探索数据要素价值释放的新模式新路径。海南发挥国家育种基地战略优势，打 造种业科研数据"一张网"，构建数据驱动的数字化育种创新体系。 国家数据局新闻发言人栾婕：浙江温州建立三段式合规评审模式，营造安全可信、可预期的数据流 通环境，破解数据交易信任不足的困境。 试验区建设重点是要发挥地方示范带动作用，推动"一地创新，全国推广"。各试验区因地制宜，立 足产业基础、区位优势，积极探索，涌现出一些典型案例。 央广网北京9月19日消息（记者周尧）据中央广播电视总台中国之声《新闻和报纸摘要》报道，国 家数据局18日举行第二场数据要素综合试验区建设新闻发布会。相关负责人介绍，目前已打造一批可推 广、可复制的经验做法，解决一批数据价值释放的痛点问题，为有效激发数据要素活力添砖加瓦。 2025年，国家数据局印发通知，支持地方在数据产权、市场生态培育等8方面重点推进35项试验任 务。 下一步，国家数据局将支持试验区在更多领域开展先行 ...

栾婕表示，下一步，将支持试验区在更多领域开展先行先试，支持地方因地制宜加强试验探索，打造更 多可感可及的应用场景，推动互学互鉴，破解痛点难点问题，探索数据价值释放路径。 试验区建设重点是要发挥地方示范带动作用，推动"一地创新，全国推广"。各试验区因地制宜，立足产 业基础、区位优势，积极探索，涌现出一些典型案例。比如，湖南充分发挥数据在促进文化和科技深度 融合中的作用，助力打造世界级音视频产业集群，河南在交通物流、医疗健康等领域探索了数据资源开 发利用的典型做法。同时，各试验区积极开展先行先试，推动解决供数、用数难题。 本报北京9月18日电(记者邱海峰)18日，国家数据局举行第二场数据要素综合试验区建设新闻发布会。 记者从会上获悉，数据要素综合试验区建设取得新进展，包括落地一批创新性强的改革举措、打造一批 可推广和可复制的经验做法、解决一批数据价值释放的痛点问题。 国家数据局新闻发言人、政策和规划司副司长栾婕当天在会上介绍，试验区建设的一项重大任务，是通 过大胆改革和先行先试，探索数据要素市场化配置改革的新路径。各试验区大胆闯、积极试，推出一系 列改革举措。比如，浙江杭州创新推出"改革沙盒"，探索数据创新容错机 ...

Group 1 - The 2025 "Data Element ×" competition in Shaanxi province featured over 800 participants from 288 teams competing in various sectors, with awards distributed across 14 categories [1][2] - The competition aimed to explore exemplary applications in 13 industry sectors including industrial manufacturing, modern agriculture, and financial services, promoting innovation and addressing challenges in these fields [2] - A total of 460 projects were submitted for the competition, showcasing a wide range of innovative ideas from enterprises, research institutions, and universities [2] Group 2 - The competition utilized a public evaluation format consisting of a 10-minute presentation followed by a 5-minute Q&A session, ensuring transparency and credibility in the judging process [1] - The event is guided by the National Data Bureau and the Shaanxi Provincial Government, emphasizing the importance of data empowerment in driving economic growth [2] - Future plans include leveraging the competition's outcomes to stimulate data innovation and contribute to the high-quality development of the digital economy in Shaanxi [2]

Group 1: Policy Expectations - Eight major policy expectations have been identified, covering areas such as monetary policy and consumption, with a focus on the new energy storage construction plan [1] - The upcoming meeting between China and the US in Spain will address issues including TikTok and potential tariffs on China and India [1][3] - The expectation for the resumption of government bond trading operations by the central bank has increased, as highlighted by recent articles from Securities Times and China Securities Journal [1][3] Group 2: Energy Storage - The National Development and Reform Commission and the National Energy Administration have issued the "New Energy Storage Scale Construction Action Plan (2025-2027)", which is expected to meet its goals ahead of schedule [2] - The plan includes various application scenarios, including AIDC, and anticipates a national pricing policy for energy storage capacity [2] - There is an expectation of price increases in the upstream supply chain for energy storage, particularly for energy storage cell prices [2] Group 3: Industry Growth Plans - The Ministry of Industry and Information Technology has released several industry growth action plans, including those for the electronic information manufacturing, automotive, and power equipment sectors for 2025-2026 [2] - The automotive plan has more detailed demand-driven policies and increased deployment for L3 autonomous driving compared to the 2023-2024 version [2] - The power equipment plan emphasizes a more detailed approach to main objectives and a shift in focus from demand to supply structure adjustments [2] Group 4: Other Policy Developments - Recent policies have been issued regarding public utilities, artificial intelligence, data elements, and the regulation of excessive competition [4] - The National Development and Reform Commission has solicited public opinions on the revised pricing and cost supervision methods for power transmission and distribution [4] - Various local governments, including Shanghai and Hangzhou, have released policies related to artificial intelligence [4]

Core Insights - Data, as the fifth production factor, has unique characteristics such as non-competitiveness, replicability, and infinite growth potential, making its value extraction process more complex than traditional production factors [1] - The development of a market for data elements relies heavily on a clear policy framework and implementation pathways, with local data trading institutions and data merchants becoming key drivers [1][2] - The domestic data element market is expected to grow at a compound annual growth rate (CAGR) of approximately 20.26%, surpassing 300 billion yuan by 2028 [6] Current Situation Analysis - The data element market system is gradually improving, driven by policy guidance and industrial construction, focusing on data, technology, and infrastructure [2] - The digital economy's core industries are becoming significant drivers of the overall economic system, with the digital economy scale increasing from 27.2 trillion yuan in 2017 to 53.9 trillion yuan in 2023, doubling in six years [6] Policy Analysis - The improvement of the policy framework for the data industry value chain and the establishment of local data systems are crucial for the circulation of data element value [4] Market Scale Assessment - The data element industry is projected to reach approximately 200 billion yuan by 2025 and exceed 300 billion yuan by 2028, with data processing and analysis being the largest segment [6] Data Value Chain Construction - The establishment of a data value circulation system is supported by advanced technology and regulatory compliance [8] - The construction of a data ownership system based on the "Data Twenty Articles" is essential for efficient data value circulation [11] Data Registration - Data registration is critical for asset ownership delineation and promoting data value release, with a "1+3" policy framework guiding public data resource management [13] Data Value Assessment - The data valuation policy framework is becoming more refined, with public data resource quantification standards emerging as important benchmarks [16] Data Asset Capitalization - The capitalization of data assets is a core practice for realizing data value, with the implementation of regulations marking a new era for data asset inclusion in financial statements starting January 1, 2024 [19] Data Asset Trading - The data market exhibits a distribution pattern of "internal cold, external hot," with off-market transactions dominating due to their flexibility and customization [21] Industry Practices - The financial sector is expected to see a CAGR of approximately 19.06%, reaching over 100 billion yuan by 2028, driven by data element integration [31] - The industrial manufacturing sector is projected to grow at a CAGR of about 24.22%, with a focus on high-quality data sets and trusted data spaces [34] - The healthcare industry is anticipated to grow at a CAGR of around 23.69%, emphasizing the compliance of personal health data applications [36] Trends - High-quality data set construction is becoming a key factor in advancing the artificial intelligence industry, transitioning from "point breakthroughs" to "holistic development" [39] - The establishment of trusted data spaces will be crucial for ensuring the circulation and high-value application of data elements [42]

近日，北京数据集团即将挂牌的消息不胫而走，成为全国数据集团建设浪潮中的最新注脚。记者了解 到，这家公司将成为首都数据要素市场的核心运营主体，承担公共数据授权运营、数据资产管理与市场 化运作等职能。 这并非孤例，一场由国资央企主导的数据要素市场建设浪潮正席卷全国。《华夏时报》记者从多方获 悉，截至目前，全国已有超过100家数据集团陆续组建，中央企业已成立数字科技类公司近500家。从东 南沿海到西部内陆，从经济重镇到新兴枢纽，"数据兵团"正以惊人速度集结。 港股100强研究中心顾问、经济学家余丰慧在接受《华夏时报》记者采访时表示，数据集团陆续组建将 为数字经济发展注入新动能，主要体现在三方面：第一数据赋能，通过深度挖掘分析行业数据，助力企 业精准决策与商业模式创新；第二技术创新驱动，加大大数据处理、数据安全等技术研发投入，推动行 业技术升级；第三跨界融合促进，利用庞大数据资源，推动工业互联网、智慧农业等新兴业态发展，促 进产业深度融合。 数据军团全国布局 "数据作为新型生产要素，是价值创造的重要源泉。国资央企在数据要素赛道的大规模布局，体现了国 家层面对于数据驱动经济增长的战略决心。"余丰慧对记者表示。 记者梳理 ...

Core Insights - Data, as the fifth production factor, has unique characteristics such as non-competitiveness, replicability, and infinite growth potential, making its value extraction process more complex than traditional production factors [1] - The development of a market for data elements relies heavily on a clear policy framework and implementation pathways, with local data trading institutions and data merchants becoming key drivers [1][2] - The integration of government and industry is essential for establishing a robust ecosystem for data supply and usage, aiming for a phased goal of effective supply, fluid movement, good utilization, and security [1] Current Status of the Data Element Industry - The data element market system is gradually improving, driven by policy guidance and industrial construction, focusing on data, technology, and infrastructure [2] Policy Analysis - The improvement of the policy framework for the data industry value chain and the establishment of local data systems are crucial for the circulation of data element value [4] Market Scale Estimation - The domestic data element market is expected to grow at a compound annual growth rate (CAGR) of approximately 20.26%, surpassing 300 billion yuan by 2028 [6] - The digital economy's core industries are projected to contribute significantly to the overall economic development, with the digital economy scale increasing from 27.2 trillion yuan in 2017 to 53.9 trillion yuan in 2023, reflecting a CAGR of about 12.07% [6] Data Value Chain Construction - The construction of a data value circulation system is supported by advanced technology and regulatory compliance [8] Data Compliance and Rights Confirmation - The establishment of a data ownership system based on the "Data Twenty Articles" is crucial for ensuring efficient circulation of data value [11] - The legal framework for data rights confirmation is expected to evolve, addressing challenges such as data classification and compliance standards [11] Data Registration - Data registration is essential for asset ownership division and promoting data value release, with a "1+3" policy framework guiding public data resource management [13] Data Value Assessment - The data valuation policy framework is becoming more refined, with public data resource quantification standards emerging as important benchmarks [16] Data Asset Inclusion in Financial Statements - The inclusion of data assets in financial statements marks a significant step towards capitalizing data elements, with regulations coming into effect in 2024 [19] Data Asset Trading - The data market exhibits a "cold inside, hot outside" distribution pattern, with off-market trading dominating due to its flexibility and customization [21] Capitalization of Data Assets - Capitalization of data assets is becoming a core method for value release, optimizing the asset-liability structure of data-intensive enterprises [23] Data Asset Tokenization - Data asset tokenization represents the highest level of data value application, integrating physical asset digitization with digital asset monetization [25] Industry Practice: Market Size Breakdown - Data resource-intensive industries are central to the data element market, with finance and internet sectors collectively holding about half of the market share [28] Practical Scenarios: Financial Industry - The financial sector is expected to see a CAGR of approximately 19.06%, reaching over 100 billion yuan by 2028, driven by data element integration [31] Practical Scenarios: Industrial Manufacturing - The industrial manufacturing sector is projected to grow at a CAGR of about 24.22%, driven by the demand for high-quality data and cross-industry data resource sharing [34] Practical Scenarios: Healthcare Industry - The healthcare sector's data element scale is expected to grow at a CAGR of approximately 23.69%, surpassing 25 billion yuan by 2028 [36] Trends: High-Quality Data Set Construction - High-quality data sets are becoming key to driving AI industry development, with a focus on systematic data collection and processing [39] Trends: Trusted Data Space Construction - The establishment of trusted data spaces is essential for ensuring the secure circulation and high-value application of data elements [42]