Core Insights - The report indicates that the current market sentiment is at a high level, with a score of 88, categorizing it as "overheated" [6][10][22] - Recent policy support and improved market sentiment have contributed to a bullish trend in the market [10] Market Themes Tracking - **Data Theme**: The National Data Bureau and the State Administration for Market Regulation have introduced measures to enhance data circulation efficiency, potentially increasing efficiency by 30% [7] - **Cross-Border Payment Theme**: The People's Bank of China has released a draft for the rules governing the Renminbi cross-border payment system, aiming to simplify participation conditions for foreign institutions [7] - **Innovative Drug Theme**: The National Healthcare Security Administration and the National Health Commission have issued measures to support the high-quality development of innovative drugs, emphasizing the use of medical insurance data for drug research [7] Major Capital Inflows - The report lists the top ten stocks with significant net inflows, including Zhongyou Capital (90.12 million), Pengding Holdings (64.11 million), and others [11][12] Major Capital Outflows - The report also highlights the top ten stocks with significant net outflows, such as Changshan Pharmaceutical (-83.03 million) and Jinyi Culture (-79.62 million) [13][23] Financing and Margin Trading - The report provides insights into financing net purchases and margin trading, indicating investor sentiment towards specific stocks and sectors [23]

Group 1 - The core viewpoint is that data elements are becoming a key driver for industrial upgrading in Ningbo, enhancing operational efficiency and reducing costs across various sectors [2][3] - The Ningbo Zhoushan Port container terminal has improved container turnover efficiency by 30% through a specialized logistics database that integrates various data sources and analysis models [1] - The "Energy Efficiency Insight" platform has helped local enterprises save over 200 million kilowatt-hours annually and reduce carbon emissions by 140,700 tons, with an average energy cost reduction of 36% [2] Group 2 - The "Four Ports" linkage cloud platform has streamlined logistics operations, reducing the time for sea-rail intermodal bookings from 48 hours to 24 hours, saving a cross-border e-commerce company 2 million yuan in logistics costs annually [2] - The integration of data across different sectors, including healthcare, has led to significant improvements, such as AI-generated patient records in traditional Chinese medicine, enhancing efficiency in medical services [2][3] - The Ningbo Data Bureau has established a comprehensive mechanism for data collection, governance, and application, facilitating efficient data flow and breaking down departmental barriers [3]

Group 1 - The core development of cross-border data services between Shenzhen and Hong Kong has progressed with the launch of three major products: Shenzhen-Hong Kong Data Center, Qianhai Medical Cross-Border Data Space, and Cross-Border Compliance Service Platform for Enterprises [1][2] - The Shenzhen-Hong Kong Data Center aims to reduce the reliance of Hong Kong institutions on overseas cloud services, significantly lowering computing and storage costs for Hong Kong enterprises [1] - The Qianhai Medical Cross-Border Data Space enhances medical service efficiency for Hong Kong residents by facilitating data sharing between hospitals and insurance companies, with the first application scenario being specialized medical services for Hong Kong residents at Southern Medical University Shenzhen Hospital [1] Group 2 - The Cross-Border Compliance Service Platform for Enterprises provides a one-stop solution addressing the complexities of external regulations, diverse data scales, and real-time sensitivity, including risk assessment and AI intelligent detection [2] - The "International Cross-Border Trusted Data Space - Shenzhen-Hong Kong Station" is established to facilitate data resource sharing and create a data circulation infrastructure, supporting the construction of a unified national data market by 2028 [3] - The International Data Space Association (IDSA) promotes the "sovereign data exchange" model to tackle data fragmentation and trust issues, aiming to reduce compliance risks for enterprises [3] Group 3 - The Qianhai area has been actively promoting cross-border data flow initiatives, with the launch of the Shenzhen-Hong Kong Data Cross-Border Security and Convenience Channel, which will initially focus on the medical sector [4] - The channel supports various medical data cross-border scenarios, including medical record sharing and remote diagnosis, enhancing cross-border medical services for residents in the Greater Bay Area [4] - Future plans include accelerating the construction of the Shenzhen-Hong Kong Data Cross-Border Security and Convenience Channel and offshore data centers to leverage the multiplier effect of data elements [4]

2025年"数据要素×"大赛正在全国火热进行中。截至目前，全国各地分赛均已全部启动报名。今年地方 分赛在特色赛道、赛题方向、配套激励政策等方面精心设计，力求在赛事规模、质量、实效上取得新的 突破，挖掘更多更具数据味、创新性、可推广性的优秀数据开发利用方案。 因地制宜：赛道赛题设置更具地方特色 今年的地方分赛在赛道赛题设置方面更具地方特色，更加突出以数据解地方发展难题，以数据赋能地方 高质量发展。据不完全统计，在全国赛设置的14个赛道基础上，各地分赛因地制宜新增了区域协同、低 空经济、人工智能、海洋经济、清洁能源等20余新赛道。 北京、天津、河北三地共同设立京津冀区域协同赛道，围绕协同创新、产业集群、医疗服务、碳排放管 理、生态环境保护等设置赛题，以数据要素赋能区域协同发展，加快打造全国区域数据协同发展新样 板，推动京津冀协同发展迈上新台阶。 广西作为面向东盟开放合作的前沿和窗口，今年专门设置东盟赛道，鼓励参赛团队结合广西与东盟在金 融、贸易、教育、医疗等领域的合作场景，开发可复用于东盟市场的优质数据应用，同时鼓励东盟国家 人员或团队参赛，搭建数据要素国际交流平台，促进跨国技术协作与市场对接。 青海结合自身清洁 ...

此前，企业年累计出境个人信息或敏感个人信息达到一定量级的，需要逐级上报，经国家相关部门 评估通过后，可进行数据跨境流动。省、市两级管理办法的出台，使得相关评估流程在省、市两级层面 即可完成，企业办理时长由原先的50多天缩减至10天以内，时效提升了85%。负面清单还突破了《促进 和规范数据跨境流动规定》的个人信息出境量级，企业可以按照相关规定，从申报数据出境安全评估调 整为订立个人信息出境标准合同、通过个人信息保护认证，甚至在风险可控前提下，直接简化为自由流 动，企业数据出境合规便利性显著增加、成本大幅降低。 市商务局相关人员介绍，实施指南明确列出了企业需要填写的各类数据出境负面清单申报材料要 求，填写完毕后，企业将通过中国(浙江)自由贸易试验区数据跨境服务中心提交相关材料。对于后续的 提交、补充或更正材料，负面清单备案结果通知，备案变更及终止等流程，实施指南也都有明确的材 料、时效规定，真正帮助杭州片区内企业厘清数据跨境申报的对接部门、所需材料和具体操作方式。 管理细则还对监督管理及违规处置进行了明确规定，确保企业实际数据出境情况与申报数据相符。 如企业如果出现瞒报、虚报、故意造成实际出境数据与备案数据不一致 ...

Core Viewpoint - The establishment of a standardized system for trustworthy data spaces is crucial for enhancing data resource sharing and creating value in the data economy, as highlighted in the new report on trustworthy data spaces [2][4]. Group 1: Trustworthy Data Space Overview - Trustworthy data space is defined as an infrastructure for data circulation and utilization based on consensus rules, enabling shared use of data resources among multiple parties [2]. - The National Data Bureau plans to initiate pilot projects for trustworthy data spaces across enterprises, industries, and cities to promote efficient data circulation [3][4]. Group 2: Development Plans and Goals - The "Action Plan for the Development of Trustworthy Data Spaces (2024-2028)" aims to establish over 100 trustworthy data spaces by 2028, along with developing data space solutions and best practices [4]. - The pilot projects will focus on creating a data circulation system led by major enterprises, developing high-value industry databases, and integrating public, enterprise, and personal data in urban settings [4]. Group 3: Market Potential and Predictions - According to IDC, the market size for trustworthy data spaces in China is expected to reach 3.04 billion RMB by 2025, with urban data spaces accounting for over 56% of this market [4]. - The growth of industry and enterprise data spaces is anticipated to surpass that of urban data spaces as the application of data elements deepens [4]. Group 4: Funding and Support - The National Data Bureau will coordinate various financial resources to support the construction of trustworthy data space systems, key technology breakthroughs, project incubation, and application services [5].

Core Viewpoint - The issuance of standardized contract templates for data circulation transactions aims to facilitate smoother and more efficient data trading among businesses, addressing existing challenges in the market [3][4][5]. Group 1: Contract Types - The standardized contract templates focus on four typical scenarios in data circulation: data provision, data entrusted processing, data fusion development, and data intermediary services [3]. - The data provision contract is designed for data providers to share data with recipients through various means, including paid transactions and licensing [3]. - The data entrusted processing contract allows data owners to delegate data processing tasks to third parties based on specific instructions [3]. - The data fusion development contract facilitates collaboration among parties to share data for creating platforms or pools, such as AI training zones [3]. - The data intermediary services contract pertains to the facilitation of data transactions through marketing, information dissemination, and contract establishment [3]. Group 2: Benefits and Efficiency - The standardized contracts include common clauses regarding data ownership, confidentiality, liability, and dispute resolution, which are tailored to the specific needs of data circulation transactions [4]. - The introduction of these templates is expected to significantly reduce negotiation costs and improve transaction efficiency by approximately 30% [4][5]. - The templates will help businesses avoid lengthy negotiations and unclear contract terms, which have previously led to disputes and increased costs [4][5]. Group 3: Market Implications - The availability of standardized contracts encourages businesses to treat data as a distinct commodity, enhancing participation from risk-averse entities like state-owned enterprises and financial institutions [6]. - The growing trend of data trading is reflected in the financial disclosures of listed companies, indicating a shift towards more structured and compliant data transactions [5][6].

Core Points - The 2025 Global Digital Economy Conference will be held in Beijing from July 2 to 5, 2025, focusing on "Building Digital Friendly Cities" [1] - The conference will feature a framework of "1+6+N" activities, including an opening ceremony, main forum, thematic forums, and a results release event [1] - The Data Value Forum, a key event of the conference, aims to explore new dynamics, ecosystems, and paradigms of data value in the digital economy [1][2] Group 1 - The forum was hosted by the President of the Data Pricing Professional Committee of the China Price Association, with over 300 representatives from various sectors attending [2][3] - The event included leadership speeches, thematic presentations, roundtable discussions, and project releases, focusing on the core topic of data value [2] - The roundtable discussion emphasized the importance of data talent in activating data potential and promoting efficient data value transformation [2] Group 2 - Several significant projects were launched during the forum, including the "Data Price Certification and Evaluation Technical Guidelines" and the "National Integrated Data Price Information Service Platform" [2] - The "China Energy and Chemical Spot Valuation Index (CECSAI)" was also launched, aimed at promoting sustainable high-quality development of bulk commodities in China [2] - The establishment of the "Data Value Industry-Academia-Research Community" aims to gather quality resources and form a collaborative ecosystem to enhance data value [3]

Core Insights - The 2025 Global Digital Economy Conference was held in Beijing from July 2 to 4, where Yihai Blue (Beijing) Data Technology Co., Ltd. received multiple honors for its technological achievements and innovations [1][2] - Yihai Blue was recognized as one of the first 34 high-quality data set resources in Beijing and one of the first 19 typical cases of high-quality data, showcasing its expertise in data lifecycle management [1] - The company’s solutions, including the "Supply Chain Collaboration Solution Based on Multi-source Data Fusion," were highlighted for enhancing supply chain efficiency and responsiveness, contributing to digital transformation in the industry [1][2] Company Achievements - Yihai Blue's data sets, including the "Global Ship AIS and Ship Archive Data Set" and "High-Quality Water Transport Logistics Data Set," were selected as industry benchmarks, reflecting the company's rigorous approach to data management [1] - The company’s senior executives were appointed as members of the National Modern Logistics Information Management Standardization Technical Committee, indicating its growing influence in logistics big data standardization [2] - Yihai Blue aims to leverage its recent achievements to further innovate in big data, IoT, and AI technologies, contributing to the digital transformation and high-quality development of the industry [2]

南方财经记者卓皙雯 广州报道 南财数据周报第55期。 数据要素如何激活城市全域数字化转型？国家数据局局长刘烈宏在2025全球数字经济大会上明确，通过 数据要素乘数效应驱动全域数字化转型，推动跨领域、跨部门数据协同共享，促进城市数据资源不断丰 富汇聚，同步深化数据市场化配置改革。 在地方上，湖南提出多举措激活数据要素价值。在公共数据资源开发利用方面，湖南提出将依场景授权 有机融入整体授权与分领域授权，并明确"省级主建、市县主用"的基建分工，同时在建设2025数字湖南 文件中，明确将出台《湖南省数据条例》，建设国家数据要素综合试验区。 1. 刘烈宏：以数据要素赋能全域数字化转型 7月2日，国家数据局局长刘烈宏在2025全球数字经济大会开幕式上发表致辞并表示，全域数字化转型要 将城市作为推进数字中国建设的综合载体，发挥数据要素在赋能全局中的乘数效应，同时促进城市数据 资源不断丰富汇聚，结合城市产业集聚、人才集中、场景丰富等优势深化数据资源流通利用和数据要素 市场化配置改革，助力数字经济创新发展。 他提到，"要建立并完善城市智能中枢，一体推进城市数字化转型的设施互通、数据融通、平台连通、 业务贯通。加强适数化制度改革 ...