Core Insights - The Chinese data industry is in a rapid development phase, with significant market potential and is becoming a new growth point for the digital economy [2][3] - By 2024, the number of data enterprises in China is expected to exceed 400,000, with the industry scale reaching 5.86 trillion yuan, representing a 117% increase compared to the end of the 13th Five-Year Plan [2] - The average R&D investment of listed data companies is projected to grow by 79% compared to the end of the 13th Five-Year Plan, with an annual growth rate of 15.7% [2] Industry Development - The data industry is exhibiting a cluster development trend, particularly in the Yangtze River Delta, which has formed a multi-layered, full-chain data industry ecosystem [3] - In 2024, the data industry scale in the Yangtze River Delta is expected to account for 22.6% of the national total, with over 100,000 data enterprises, making it a significant growth pole for the industry [3] - Major cities such as Beijing, Shanghai, Guangzhou, Shenzhen, and Hangzhou are attracting leading enterprises and innovative entities due to their rich resource factors, active technological innovation, and diverse application scenarios [3] Future Outlook - The Chinese government plans to continue optimizing the industrial development environment and cultivate diverse operating entities to support the development of new productive forces and create new advantages [3]

Macro News - The Shanghai Composite Index broke through 3700 points on August 14, reaching a high of 3704.77 points, the first time since December 2021 [1] - The People's Bank of China emphasized that single-month credit data should not be overly focused on, as it may not accurately reflect the economic activity level, especially as the economy transitions to high-quality development [1] - The National Development and Reform Commission has allocated 188 billion yuan in special bonds to support equipment upgrades across various sectors, leading to a total investment exceeding 1 trillion yuan for around 8400 projects [1] Industry News - The National Bureau of Statistics announced plans to enhance the data industry, including the establishment of data industry clusters and the optimization of the data development environment, aiming to support new productive forces and advantages [2] - As of July 2023, 25 cities, including major ones like Beijing and Shanghai, have established data circulation nodes, with plans to expand to around 50 cities by the end of the year [2] - The Hainan Provincial Government introduced policies to support the biopharmaceutical industry, including financial rewards for R&D and international certifications, aiming to strengthen the sector [3] Sector Insights - CITIC Securities reported that the battery sector is expected to exceed performance expectations due to improved supply-demand dynamics and cost reductions, with a favorable valuation compared to Japanese and Korean counterparts [5] - Huatai Securities highlighted the implementation of a personal consumption loan interest subsidy policy, which is expected to enhance credit supply and support banks' interest margins [5] - Tianfeng Securities noted that the spandex supply in China is highly concentrated, with current prices at a historical low, while demand is expected to grow significantly from 121,000 tons in 2005 to 1,027,000 tons by 2024, indicating a CAGR of 11.9% [6]

Group 1 - The "14th Five-Year Plan" period has seen significant achievements in the construction and development of digital China, with 25 data circulation node cities established, expected to expand to around 50 by the end of the year [1] - The National Data Bureau plans to deploy a number of data industry cluster construction pilot projects this year to optimize industrial layout and accelerate the formation of industrial ecology and scale advantages [2] - By 2024, the scale of China's data industry is projected to reach 5.86 trillion yuan, representing a 117% increase compared to the end of the "13th Five-Year Plan" [3] Group 2 - More than 10 new systems, including data property rights, will be introduced this year to improve the foundational data system and accelerate the cultivation of the data market [4] - China's total computing power ranks second globally, with significant advancements in digital infrastructure during the "14th Five-Year Plan" period [5] - The integrated circuit industry has accelerated its layout, forming a complete industrial chain covering design, manufacturing, packaging, testing, and equipment materials [5]

Core Viewpoint - The rapid development of data trading and infrastructure in China is significantly enhancing the digital economy and facilitating the integration of data resources across various sectors, particularly in artificial intelligence [1][3][29]. Group 1: Data Trading and Infrastructure Development - In the first half of the year, 3,328 new data products were launched by major data trading institutions, marking a 70% year-on-year increase, with a notable performance in the artificial intelligence sector [1][29]. - By the end of this year, the number of data circulation node cities is expected to expand to around 50, covering 80% of provinces and regions, establishing a solid foundation for large-scale cross-domain data circulation [1][20]. - The cumulative transaction volume of high-quality data sets reached nearly 4 billion yuan by the end of June, with new models being piloted in cities like Shanghai and Tianjin to convert high-quality data into equity [1][20][25]. Group 2: Digital Infrastructure and Technology Innovation - As of June 2025, the number of 5G base stations has increased fivefold compared to 2020, reaching 4.55 million, while gigabit broadband users have grown 34 times to 226 million [4]. - The digital infrastructure investment has stimulated significant market demand, fostering the development of the information and communication technology industry chain [4]. - The integration of digital technology and the real economy has deepened, with software revenue expected to grow by 80% by the end of 2024 compared to 2020 [6]. Group 3: Data Resource Development and Utilization - The data industry is projected to reach a scale of 58.6 trillion yuan by 2024, with the number of data enterprises exceeding 400,000, reflecting a 117% increase from the end of the 13th Five-Year Plan [10][36]. - The average R&D investment of listed data companies is expected to increase by 79% compared to the end of the 13th Five-Year Plan, indicating a sustained enhancement in innovation vitality [10]. - The development of high-quality data sets has been prioritized, with over 35,000 high-quality data sets constructed by June, totaling more than 400 petabytes [25]. Group 4: Public Services and Social Governance - Digital public services have become more accessible, with over 1 billion services provided through internet hospitals and more than 1.07 billion electronic social security cards issued [15][16]. - The integration of data resources has improved social governance efficiency, with initiatives like "one network for all services" enhancing public service delivery [16]. - The application of data in various sectors, such as agriculture and healthcare, has led to significant improvements in operational efficiency and service delivery [6][16]. Group 5: Market and Policy Environment - The establishment of clearer institutional rules has facilitated the growth of the data market, with over 50 supporting policies implemented since the introduction of the "data twenty articles" [28]. - The data supply has become more abundant, with a 2.8-fold increase in high-quality data products launched in the first half of the year [29]. - The market ecosystem has diversified, with nearly 500 new digital technology companies established by central enterprises, and over 2,600 new supply and demand entities added in the second quarter alone [30].

Group 1: Digital Infrastructure Development - China's total computing power ranks second globally, with significant advancements in digital infrastructure during the "14th Five-Year Plan" period [1] - By June 2025, the number of 5G base stations is expected to reach 4.55 million, and gigabit broadband users will reach 226 million [1] Group 2: Key Technological Breakthroughs - China has made significant breakthroughs in key core technologies in the digital field, including a complete industrial chain for integrated circuits and the rise of domestic operating systems like Harmony, which has over 1.19 billion devices [2] - The country holds 60% of global artificial intelligence patents, indicating a substantial leap in AI capabilities [2] Group 3: Data Industry Growth - The number of data enterprises in China is projected to exceed 400,000 by 2024, with the data industry scale reaching 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan" [3] - The data industry is expected to maintain a high growth rate in the coming years [3] Group 4: Policy and Institutional Developments - More than 10 new systems, including data property rights, will be introduced this year, following the launch of 21 policies last year aimed at public data resource development [4] - The national integrated data market is accelerating its construction, with a focus on data aggregation, sharing, and utilization [4] Group 5: Data Circulation Nodes - 25 data circulation node cities have been established, with plans to expand to around 50 by the end of the year, covering 80% of provinces [5] - This infrastructure supports large-scale cross-regional data circulation [5] Group 6: Focus Areas for Data Development - The National Data Bureau aims to create data hubs in key areas such as embodied intelligence, low-altitude economy, and biomanufacturing [6] - There is a push for societal recognition of data value and fostering a market consensus for premium data [6] Group 7: Data Product Market - Data products are now recognized nationwide, with successful implementation in cities like Beijing and Shanghai [7] - The number of newly listed data products reached 3,328 in the first half of the year, a 70% year-on-year increase, with AI data supply showing remarkable growth [8] - High-quality datasets in AI increased by 2.8 times compared to the previous year, enhancing data utilization across various industries [8]

责编：李丹 校对：李凌锋 国务院新闻办公室今日（8月14日）举行"高质量完成'十四五'规划"系列主题新闻发布会。 国家发展改革委党组成员、国家数据局局长刘烈宏在发布会上表示，数据要素价值加快释放，体系化推进数据 要素市场化配置改革，打出了一套政策组合拳，推动海量数据优势不断转化为国家竞争新优势。完善数据基础 制度方面，去年推出了公共数据资源开发利用等21项政策，今年还将推出数据产权等10余项制度。 刘烈宏表示，今年国家数据局计划部署一批数据产业集聚区建设试点，以此为抓手，不断优化产业布局，加快 形成产业生态和规模优势。下一步，国家数据局将持续优化数据产业发展环境，培育多元经营主体，为发展新 质生产力，塑造新动能、新优势提供更加有力的支撑。 刘烈宏还表示，近年来我国数据产业逐步壮大，已成为数字经济发展的新的增长点。据国家数据发展研究院研 究，2024年我国数据企业的数量超过了40万家，数据产业的规模达到了5.86万亿元，较"十三五"末增长 117%，预计未来几年仍将保持较高的增长水平。 此外，刘烈宏指出，人工智能模型训练推动数据交易需求攀升，截至今年6月底，各地高质量数据集累计交易 额近40亿元。上海、天津、安 ...

Core Insights - The National Bureau of Statistics plans to deploy a series of pilot projects for data industry clusters to optimize industrial layout and accelerate the formation of industrial ecology and scale advantages [1] Group 1 - The National Bureau of Statistics aims to continuously optimize the development environment for the data industry [1] - The initiative will foster diverse business entities to support the development of new productive forces and create new momentum and advantages [1]

Core Insights - The data industry in China is experiencing rapid growth during the 14th Five-Year Plan period, with projections indicating that the number of data enterprises will exceed 400,000 by 2024 and the industry scale will reach 5.86 trillion yuan, representing a 117% increase compared to the end of the 13th Five-Year Plan [1] Group 1 - The number of data enterprises in China is expected to surpass 400,000 by 2024 [1] - The scale of the data industry is projected to reach 5.86 trillion yuan, reflecting a significant growth of 117% from the end of the previous Five-Year Plan [1] - The data industry is anticipated to maintain a high growth rate in the coming years [1]

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China's data industry is experiencing rapid growth, with significant increases in both the number of data enterprises and the overall industry scale [1] - By 2024, the number of data enterprises in China is expected to exceed 400,000, and the data industry scale is projected to reach 5.86 trillion yuan, representing a 117% increase compared to the end of the "13th Five-Year Plan" [1] - The growth trend of the data industry is expected to continue at a high level in the coming years [1]

Core Insights - Guangzhou's Haizhu District has introduced an innovative "Industry Government Value-Added Package" to enhance industrial services, transforming fragmented policies into comprehensive support for over 7,000 AI-related enterprises [1][4]. Group 1: Policy Innovation - The "Industry Government Value-Added Package" includes funding support, industry qualifications, tax services, talent services, and policies for accelerated enterprise development [4][5]. - Haizhu District has structured and integrated 73 cross-industry policies tailored to ten sectors, achieving an average of 45 policy items matched per industry [4][5]. Group 2: Active Support and Guidance - The district's officials provide hands-on guidance for algorithm registration, helping companies navigate complex procedures and ensuring timely completion of necessary documentation [2][3]. - The service philosophy of "no disturbance unless needed, response to every call" reflects a proactive approach to meet enterprise needs and industry challenges [3]. Group 3: Economic Impact - The proactive measures have led to significant growth for companies, with one firm reporting a year-on-year revenue increase of over 85%, surpassing 120 million yuan [5]. - Haizhu District has successfully assisted nine companies in becoming data brokers in Guangdong Province, enhancing their market capabilities [5].