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数字经济成湖北发展新引擎 数智融合加速演进
Zhong Guo Xin Wen Wang· 2025-06-11 02:09
"通过整合政府、行业、科研和社会数据资源,打通数据要素流通利用的难点堵点。"华中师范大学 经济与工商管理学院副教授胡继亮表示,该集团有望牵头建立具有湖北特色的数据所有权、交易、流通 和治理机制,推动数据成为"类资产"并进入市场流通,为数字经济提供关键要素支撑。 AI"火眼金睛"实时感应货物重量,协助机械臂装货;"智慧大脑"协调车辆进出;AI集群路由器支撑 算网升级,构筑数字经济"高速公路"……在湖北,数字技术重塑传统制造业,数智融合正加速演进。 中新网武汉6月10日电 (记者梁婷)注册资本50亿元的湖北大数据集团近日成立,其定位是数字公共 基础设施投资建设主体、数据要素汇集流通开发利用主体、可信数据空间建设主体。 据悉,武汉已于2025年2月出台推动人工智能产业发展具体举措,今年将推动20个以上行业大模型 赋能应用,打造垂类大模型应用矩阵。2024年,武汉人工智能产业规模达700亿元,近3年年增速超 30%;聚集人工智能企业逾1000家。 胡继亮表示,数字经济在湖北的工业互联网、数字医疗和光电子信息产业已产生大批成熟应用案 例。位于武汉的中国光谷拥有包括光纤通信、激光技术、光电显示等在内的全产业链集群,推动湖 ...
晚报 | 6月6日主题前瞻
Xuan Gu Bao· 2025-06-05 14:31
Commercial Aerospace - Globalstar is expanding its second-generation direct-to-device (D2D) satellite constellation to provide network coverage for Apple devices, with Apple set to pay up to $1.1 billion to enhance iPhone's non-ground network connectivity [1] - The commercial aerospace sector is experiencing rapid development in reusable rockets and low-orbit satellite constellations, marking a dual turning point for China's commercial aerospace industry [1] - The low-orbit satellite launch acceleration is driving a comprehensive upgrade of the "satellite manufacturing-launch-application" chain, with low-orbit communication satellites being a significant future trend [1] Military Industry - The China Weaponry Equipment Group has received approval for a restructuring that will separate its automotive business into an independent central enterprise, which will not significantly impact the normal operations of related companies [2] - Analysts expect military industry orders to see a turning point by 2025, driven by new technologies and products aimed at enhancing equipment performance or reducing costs [2] - The restructuring is anticipated to lower the asset-liability ratio of the weaponry group to below 50%, enhancing financing cost advantages and increasing the expectation of asset securitization [2] Foldable Phones - Huawei's new tri-fold smartphone is expected to debut in the second half of the year, featuring an upgraded processor and imaging capabilities, while the first-generation model has seen strong sales [3] - The MateXT tri-fold phone, released in September 2024, achieved significant sales success, with all models selling out immediately and second-hand prices reaching up to 68,000 yuan [3] - The new tri-fold model is expected to generate renewed interest in the market, benefiting companies within the supply chain [3] Metformin - A study from the University of California, San Diego, found that women with type 2 diabetes taking metformin have a 30% higher chance of living to 90 years or older compared to those using sulfonylureas [4] - Metformin is being recognized for its potential anti-aging properties, with mechanisms including improved insulin sensitivity and cellular repair [4] Data Elements - The National Data Bureau announced the establishment of 10 national data element comprehensive pilot zones in various regions to support the development of data markets and enhance the integration of the digital and real economies [5] - The pilot zones aim to explore data value release paths and stimulate market growth, potentially creating an additional 100 trillion yuan in asset scale once data assets are recognized [5]
乘数效应加速释放,关注数据要素投资机遇
Changjiang Securities· 2025-06-04 00:20
丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] 乘数效应加速释放,关注数据要素投资机遇 报告要点 [Table_Summary] 5 月 29 日,国家数据局举办"数据要素×"首场新闻发布会,介绍"数据要素×"行动实施情 况及 2025 年"数据要素×"大赛总体考虑。"数据要素×"首场新闻发布会对当前我国"数据 要素×"行动实施情况做出了说明,展现了我国数据要素产业的进展情况,我们认为当前数据 要素已逐渐进入落地阶段,有望迎来数据要素价值的重估,惠及全产业链,建议关注具备海量 数据资源的企业,以及在数据处理、管理和分析方面具备深厚积累的企业。 分析师及联系人 [Table_Author] 宗建树 SAC:S0490520030004 SFC:BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title2] 乘数效应加速释放,关注数据要素投资机遇 [Table_Summary2] 事件描述 5 月 29 日,国家数据局举办"数据要素×"首场新闻发布会,介绍"数据要素×"行动 ...
尾盘!批量涨停
Zheng Quan Shi Bao· 2025-05-29 09:00
Market Overview - A-shares experienced a strong rally with major indices rising, including the Shenzhen Component Index and the ChiNext Index, both up over 1% [1] - The North Stock 50 Index surged nearly 3%, with total trading volume across the Shanghai, Shenzhen, and North exchanges reaching 12,136 billion yuan, an increase of nearly 1,800 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector saw significant gains, with stocks like Gaoneng Electronics and Guangliwei hitting the 20% limit up [3][4] - Other notable performers included Huada Jiutian, which rose nearly 15%, and Taiji Co., which increased over 9% [3] Innovative Drug Concept - The innovative drug sector experienced a substantial increase, with companies like Ruizhi Pharmaceutical, Yifang Biotechnology, and Shutaishen all reaching the 20% limit up [7][8] - Changshan Pharmaceutical also saw a rise of over 15%, marking a new high [7] Data Element Concept - The data element concept showed strong performance, with stocks such as Lakala, Xiongdi Technology, and Wanma Technology all hitting the 20% limit up [10][11] - The National Bureau of Statistics announced the launch of the "Data Element ×" competition, aimed at promoting the use of public and enterprise data to create new application scenarios [12] Regulatory Environment - Reports indicated that the U.S. International Trade Court has suspended the implementation of a tariff policy announced by the Trump administration, which may impact various sectors including technology and pharmaceuticals [2]
尾盘!批量涨停!
证券时报· 2025-05-29 08:55
Market Overview - The A-share market saw a strong rise with the three major indices up, including the Shanghai Composite Index increasing by 0.7% to 3363.45 points, the Shenzhen Component rising by 1.24% to 10127.2 points, and the ChiNext Index up by 1.37% to 2012.55 points. The North Star 50 Index surged by 2.73% [1] - Total trading volume in the Shanghai, Shenzhen, and North exchanges reached 121.36 billion yuan, an increase of nearly 18 billion yuan compared to the previous day [1] Semiconductor Sector - The semiconductor sector experienced a significant rally, with stocks like GCL-Poly and Guangliwei both hitting the 20% limit up. Other notable performers included Huada Jiutian, which rose nearly 15%, and Taiji Co., which increased over 9% [5][6] - Reports indicated that the U.S. government is requesting local companies to stop exporting software related to semiconductor design technology to China, affecting major companies in the Electronic Design Automation (EDA) market [7] Innovative Drug Sector - The innovative drug concept saw a substantial increase, with stocks such as Ruizhi Pharmaceutical, Yifang Bio, and Shutaishen all hitting the 20% limit up. Changshan Pharmaceutical rose over 15%, reaching new highs [9][11] - Shutaishen announced that it received approval for clinical trials of its STSA-1002 injection for acute respiratory distress syndrome (ARDS), marking a significant step in its drug development [12] Data Element Sector - The data element concept showed strong performance, with stocks like Lakala, Xiongdi Technology, and Tianyang Technology all hitting the 20% limit up. Youbuxun rose over 14% [15][16] - The National Data Bureau announced the launch of the "Data Element ×" competition aimed at promoting the use of public and enterprise data, which is expected to enhance the economic and social development through better data application [17]
美联储6月降息预期升温:外资回流A股,哪些方向值得布局?
Sou Hu Cai Jing· 2025-05-21 09:13
最近全球资本市场的"风向标"突然变了!欧洲央行暗示年内降息,美联储通胀数据缓和,市场对6月暂停加息、 下半年降息的预期迅速升温。 这一变化直接带动了外资加速回流A股,哪些方向值得布局? 欧洲央行"松口",释放降息信号 5月22日,欧洲央行行长拉加德在讲话中明确表示:"通胀已进入下降阶段",市场将其解读为6月可能开启降息的 信号。 受此影响,欧元区债券收益率全线下跌,德国10年期国债收益率一度跌破2.4%,为近8个月来最低水平。 美联储通胀降温,但"鹰鸽博弈"持续 美国4月CPI同比上涨4.9%(前值5%),核心CPI录得5.5%,虽连续10个月回落,但仍高于美联储2%的目标。 资料来源:WIND、美国劳工部、长城证券产业金融研究院; 不过,市场更关注的是"薪资增速放缓"和"商品通胀降温"信号。芝商所数据显示:市场预计美联储6月维持利率 不变的概率升至80%,9月降息概率超过50%。 国际投资环境的变化直接带动了外资加速回流A股—— 北向资金"买买买",单周净流入超300亿 截至5月20日当周,北向资金连续8天净买入,单周净流入达320亿元,创下年内新高。从持仓方向看,外资正从 传统的金融、能源板块转向科技与消 ...
今年辽宁重点推进24项标志性改革
Liao Ning Ri Bao· 2025-05-20 01:41
实施职务科技成果赋权,培育装备制造、教育医疗、文化旅游等人工智能应用场景,推动职业教育 专业布局对辽宁产业体系全覆盖……近日,从省委改革办了解到,今年,我省聚焦制约高质量发展的堵 点问题、影响社会公平正义的热点问题、民生方面的难点问题等,谋划部署130余项改革任务,重点推 进24项标志性改革。 在发展壮大新质生产力方面,实施"人工智能+"行动,制定人工智能创新发展支持计划,加快建设 人工智能公共算力开放创新平台,培育装备制造、教育医疗、文化旅游等人工智能应用场景。建设辽宁 数据要素综合试验区,探索完善数据流通交易权责确认竞争行为、纠纷调解等数据责任界定和利益保护 机制。建设沈阳国家级数据标注基地,推进大连数据基础设施(先行先试)隐私保护计算试点建设。制 定低空经济产业扶持政策,打造研发制造、低空飞行、综合服务融合发展的产业生态。 关于基层治理,我省将推广"街乡吹哨、部门报到""接诉即办"等模式,完善"12345热线+网格化"工 作机制,加强以县级为重点的综治中心建设,深化矛盾纠纷排查化解机制,实现公共服务领域升级扩 面。 在民生领域,我省将积极建立支持银发经济发展机制,探索布局银发经济产业园区,出台老年用 品 ...
资本市场改革与科技发展双轮驱动经济新征程
Sou Hu Cai Jing· 2025-05-19 00:08
国家数据局在数字经济领域的规划,同样是经济发展棋局中的重要落子。数字经济已经成为全球经济增长的新引擎,数据作为 数字经济的核心生产要素,其价值的挖掘和利用至关重要。到2025年底,国家数据局对数字经济核心领域的规划,将推动数据 要素市场的规范化建设,促进数据的开放共享和安全流通。通过建立健全数据治理体系,能够打破数据壁垒,让数据在不同行 业和企业间自由流动,为企业创新、政府决策提供丰富的数据资源。例如,在金融领域,通过整合多维度的数据资源,可以更 精准地评估企业和个人的信用状况,创新金融产品和服务,降低金融风险。 资本市场改革与科技发展,犹如经济发展的双轮,相互促进,协同发力。资本市场的改革为科技创新企业提供了更便捷的融资 渠道和更广阔的发展空间,有利于吸引社会资本投入到科技研发和产业培育中。而科技创新成果的应用和推广,又能为上市公 司带来新的业务增长点和发展机遇,提升企业的盈利能力和市场竞争力,进一步活跃资本市场。 在证监会、工信部、国家数据局等多部门的协同推动下,我国经济将在资本市场改革与科技发展的双轮驱动下,沿着高质量发 展的道路稳步前行。企业将在更优化的市场环境中实现资源整合与创新发展,产业将在先进技 ...
做好“算”“数”题 当好“店小二”
Liao Ning Ri Bao· 2025-05-16 00:43
年初以来,省数据局(省营商局)紧紧围绕发挥数据基础资源和创新引擎作用,按照数字中国整体 规划布局,统筹推动基础设施建设、激发数据要素潜能、做优做强数字经济、数字政府协同高效,取得 阶段性进展。目前,国家数据要素综合试验区全面启动,完成了首批公共数据资源登记。AI赋能政务 服务步伐加快,DeepSeek接入12345平台实现本地化部署。组织完成数字辽宁重大项目库动态更新,全 年滚动推进项目336个、总投资962亿元,计划投资135亿元。 优化营商环境方面,为经营主体降本增效是一季度工作的核心。阶段性完成综合窗口改革任务,单 个窗口可办理事项提升2.2倍,日均业务量提升58%,"一窗"受理率达到92.3%。"免申即享、直达快 享"提质扩面,"政策库"再升级,新增涉及产业发展、税收政策、科技创新等领域惠企政策176条。服务 方面,我省提出打造"整体性营商服务体系",完善第一批全省增值服务事项清单,推动有条件的政务服 务中心引入金融、公证、勘验等专业机构,满足个性化需求。推动一体化政务服务平台等载体迭代升 级,不断优化"一网通办""全程网办"服务。开展"领导干部热线接听日"活动,启动开发"扫码入企"功 能,规范涉企行 ...
晚报 | 5月12日主题前瞻
Xuan Gu Bao· 2025-05-11 14:41
Data Elements - The State Council approved the draft "Regulations on Government Data Sharing," aiming to break down data barriers while ensuring data security, promoting public services, and enhancing economic development [1] - The National Development and Reform Commission released the "China Business Environment Development Report (2025)," highlighting data as a core driver of economic innovation [1] - The advancement of government data sharing is expected to benefit data governance service providers and privacy computing technology companies, with a focus on cloud computing, big data platforms, and data security technology [1] Brain-Computer Interface - Fudan University launched China's first online platform for "Brain-Computer Interface Patents and Intellectual Property" during the "2025 Pujiang Innovation Forum" [2] - The brain-computer interface technology is seen as a strategic point in global tech competition, reshaping brain science research and offering breakthroughs in brain disease treatment [2] - The industry is in its early stages of commercialization, with significant support from the government leading to growth in market size, number of companies, and technological innovation [2] Solid-State Batteries - The 17th Shenzhen International Battery Technology Exchange and Expo (CIBF2025) will take place from May 15 to 17, focusing on advanced battery technologies [3] - Companies like Guoxuan High-Tech and Better Ray are set to launch new solid-state battery products, coinciding with accelerated overseas production and domestic material capacity [3] - Solid-state batteries are expected to meet the growing performance demands in various emerging industries, with significant market growth potential anticipated in the coming years [3] National Economic Development Zones - The State Council is advancing reforms in national economic and technological development zones to promote high-level opening and high-quality development [4] - The zones are transitioning from traditional manufacturing bases to open, innovative, and green economic hubs, with new business models emerging in data cross-border flow and green finance [4] - By 2025, the total output value of national economic development zones is projected to reach 15 trillion yuan, accounting for 20% of national GDP [4] 5G-A Technology - 5G-A (5G-Advanced) is gaining visibility among consumers, enhancing coverage in dense areas and industrial applications [5] - As an upgraded version of 5G, 5G-A is expected to increase speeds by tenfold and redefine communication boundaries, driving growth in smart manufacturing and low-altitude economies [5] - Investment in 5G-A in China is projected to reach 120 billion yuan by 2025, stimulating growth in related industries such as chips and base stations [5] Energy Storage - A breakthrough in bionic self-generating energy storage concrete technology has been achieved, which can generate electricity in temperature-variable environments [6] - This technology addresses the instability of clean energy supply and offers a low-carbon solution for the construction industry [6] Semiconductor Industry - Nvidia plans to launch a downgraded version of its H20 AI chip in response to U.S. export restrictions, aiming to maintain its market presence in China [7] - The downgraded chip will have reduced specifications, particularly in memory capacity, but may still be adjustable by downstream customers [7] - Nvidia's revenue from the Chinese market was $17 billion last fiscal year, accounting for 13% of total sales [7] Robotics - The humanoid robot startup Songyan Power introduced a new female humanoid robot named Xiaonuo, featuring advanced interaction capabilities and customizable appearances [8] - The sales of humanoid robots are expected to accelerate, potentially leading to a market scale exceeding 10 billion yuan by 2025, capturing over 50% of the global market [8]