Core Viewpoint - The development of trusted data spaces in China is accelerating from conceptual validation to practical implementation, supported by over 20 provinces and cities with relevant policies [1] Group 1: Development and Implementation - The 2025 China International Big Data Industry Expo opened in Guiyang, where the "Trusted Data Space Innovation Development Report (2025)" was released, outlining the current state and future paths for trusted data spaces in China [1] - The National Data Bureau issued the "Trusted Data Space Development Action Plan (2024-2028)" in November last year, aiming to establish over 100 trusted data spaces by 2028, with breakthroughs in operations, technology, ecology, standards, and security [1] Group 2: Pilot Projects and Applications - In 2025, the National Data Bureau will initiate pilot projects for trusted data spaces, with 63 projects identified, expanding into over 900 application scenarios across 32 major industries, potentially involving nearly 70,000 market entities [2] - The report indicates that among the nearly 70,000 market entities, 37% are data resource companies, 38.3% are data application companies, and 6.4% are data service companies, with 18.3% providing data security, technology, and infrastructure services [4] Group 3: Innovations and Highlights - Two major innovations include the establishment of specialized operational companies by state-owned enterprises and industry leaders, and the emergence of new data service companies focusing on data hosting, brokerage, and certification [4] - A significant highlight is the promotion of data resource openness in key sectors, facilitating AI development, with over 570 high-quality datasets created in 14 fields such as satellite remote sensing and automotive, providing essential data for AI model training [4][5] Group 4: Challenges and Future Directions - The report notes that while trusted data spaces are in their early development stages, challenges remain, including establishing a market-oriented long-term operational mechanism, overcoming data sharing barriers, and ensuring interconnectivity among data spaces [5]

活动还发布了《数据产业图谱（2025）》《可信数据空间创新发展报告（2025）》等重要研究成果。 人民财讯8月29日电，据国家数据局消息，8月28日下午，2025中国国际大数据产业博览会"数据产业创 新发展主题交流活动"在贵阳市成功举办，国家数据局局长刘烈宏指出，培育数据产业是壮大数字经 济、发展新质生产力的重要一环，我国在基础能力、场景应用、高质量数据集建设等方面具备产业发展 有利条件。下一步，国家数据局将紧紧围绕数据要素市场化价值化，持续提升数据资源供给能力，发挥 应用场景牵引作用，培优育强各类数据企业，着力优化数据产业布局，多措并举促进数据产业创新发 展。 ...

Economic Overview - China's economy is showing a steady and positive trend, with various recent data indicating ongoing development [1] Logistics Sector - The total social logistics volume in China exceeded 200 trillion yuan in the first seven months, reaching 201.9 trillion yuan, a year-on-year increase of 5.2% [4] - The logistics demand in high-end manufacturing and green low-carbon sectors is growing robustly, with logistics for units and household goods increasing by 6.2% year-on-year [4] - The logistics industry generated a total revenue of 8.2 trillion yuan in the first seven months, reflecting a year-on-year growth of 4.9% [13] - The growth momentum in the logistics sector is notably stronger in the central and western regions, with the western region's business volume index reaching 52.3% and the central region at 50.9%, both above the national average [13][15] E-commerce and Online Retail - E-commerce logistics is experiencing diversified development, with online retail sales of physical goods increasing by 6.3% year-on-year, outpacing the growth of total retail sales of consumer goods by 1.5 percentage points [15] International Logistics - International logistics is emerging as a new growth point, with cargo and mail transport volume on international routes reaching 38.8 million tons in the first seven months, a year-on-year increase of 21.5% [17] Data Industry - The scale of China's data industry has surpassed 5.8 trillion yuan, with an expected annual growth rate of over 15% from 2025 to 2030 [10] - The data industry shows a tiered distribution, with the eastern region accounting for nearly 70% of the total industry scale, while the central and western regions account for 17.2% and 13.1%, respectively [20] - The Yangtze River Delta region exhibits significant industry clustering, with over 100,000 data enterprises and a scale accounting for 22.6% of the national total [20]

Group 1: Industry Developments - Shanghai is promoting the integration of "security + AI," focusing on emerging fields such as intelligent robotics and low-altitude economy, with a goal to enhance the cybersecurity industry in the Yangtze River Delta and nationwide [1] - The global satellite IoT connections are expected to grow at a compound annual growth rate (CAGR) of 23.8% from 2023 to 2030, with satellite broadband and direct smart phone communication identified as transformative services [2] - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to optimize business access and promote the development of the satellite communication industry, indicating a strategic shift and potential industry turning point [3] Group 2: Technological Innovations - Chinese researchers have developed the world's first adaptive, full-bandwidth, high-speed wireless communication module based on optoelectronic integration technology, achieving transmission rates exceeding 120 Gbps, which meets 6G communication requirements [4] - A new brain-computer interface technology has been successfully tested for precise tumor boundary localization during surgery, marking a significant breakthrough in clinical applications [7][8] Group 3: Data Industry Growth - China's data industry has surpassed 5.8 trillion yuan, maintaining an annual growth rate of over 15%, with expectations to continue this trend from 2025 to 2030 [9] - The National Data Bureau plans to introduce several industry policies this year, including data property rights and digital industry clusters, to support the development of the digital economy [5] Group 4: Corporate Performance - China Life Insurance is focusing on the Hong Kong stock market for its newly approved Qualified Domestic Institutional Investor (QDII) quota, highlighting the market's potential for equity investment [6] - Huawei Cloud's overall computing power has increased by nearly 250% year-on-year, with a significant rise in customers using its Ascend AI cloud services [11]

乘"数"而上 中国数据企业数超40万家 数据产业是利用现代信息技术对数据资源进行产品或服务开发，并推动其流通应用所形成的新兴产业。中国数据企业数量超过40 万家，仅长三角地区就聚集数据企业超10万家。浙江杭州大数据交易中心数据被采购后，将进一步被开发成不同的应用软件和后台系 统。 中国数据产业将保持超15%年均增长率 央视网消息：8月28日，2025中国国际大数据产业博览会在贵州开幕。大数据作为新兴产业，目前在中国发展动能强劲，产业规 模已超过5.8万亿元，并保持15%以上的年均增长率，中国算力总规模目前位居全球第二。随着"数据家底"不断壮大，预测到2025年年 底，数字经济增加值有望达到49万亿元。 中国"数据家底"在不断壮大。目前中国数字基础设施在规模、技术等方面已处于世界领先地位，算力总规模位于全球第二。预测 到2025年年底，数字经济增加值有望达到49万亿元，占GDP的比重将达到35%左右。 目前，中国数据产业规模超过5.8万亿元，未来5年，有望继续保持15%以上的年均增长率，到2030年产业规模预计超过13万亿 元。 中国算力总规模跃居全球第二 ...

Core Viewpoint - The data industry is experiencing significant growth and support from government initiatives, with a focus on building data infrastructure and promoting digital economy integration [1][4][5]. Group 1: Government Initiatives - The National Data Bureau announced plans to launch over ten industry policies this year, including data property rights and digital industry clusters [1][4]. - A total of 30 policies have been proposed to support high-quality development of the digital economy and urban digital transformation [4][5]. - The data industry is projected to reach a value of approximately 49 trillion yuan by the end of this year, accounting for about 35% of GDP [5]. Group 2: Market Performance - On August 28, data center stocks saw a significant rebound, with over 20 related stocks hitting the daily limit or rising more than 10% [1][7]. - Notable stocks included Tianfu Communication, which rose by 20%, and Hanwujing, which increased by nearly 16%, reaching a market capitalization of over 660 billion yuan [1][3]. Group 3: Industry Growth - The data industry in China is maintaining an annual growth rate of over 15%, with a current market size exceeding 5.8 trillion yuan [7]. - The number of high-quality data sets has surpassed 400 petabytes, with a significant portion of model training data being in Chinese [4][5]. - Daily token consumption has exceeded 30 trillion, reflecting a growth of over 300 times in a year and a half [4]. Group 4: Technological Development - The National Data Bureau is advancing the construction of national data infrastructure and exploring six technical routes, including privacy protection computing and blockchain [4][6]. - The integration of artificial intelligence and data supply innovation is emphasized, with a focus on enhancing data quality for AI applications [7][8].

Core Insights - The data industry in China is experiencing a robust growth rate of over 15% annually, with a current market size exceeding 5.8 trillion yuan [1][3] - The workforce in the data industry has surpassed 5 million, creating new job roles such as data annotators, data brokers, data scientists, data analysts, and algorithm engineers [3] - The distribution of the data industry shows a significant concentration in the eastern region, which accounts for nearly 70% of the total industry scale [4][8] Industry Distribution - The data industry in China is distributed in a tiered manner, with the eastern, central (including northeastern), and western regions having industry scales of 40,819 billion yuan, 10,075.6 billion yuan, and 7,699 billion yuan respectively, representing 69.7%, 17.2%, and 13.1% of the national total [4] - The Yangtze River Delta region exhibits a pronounced industrial agglomeration effect, hosting over 100,000 data enterprises and accounting for 22.6% of the national industry scale [5] - The Zhejiang Data Trading Center has seen a 110% increase in transaction volume since 2025 [6] Regional Characteristics - The current distribution of key enterprises in the data industry shows that the eastern region leads, while the central and western regions are developing in tandem, influenced by better intellectual and educational resources, data technology supply conditions, and a rich market for data usage in the eastern region [8]

Group 1 - The core viewpoint of the article highlights that China's data industry is experiencing an annual growth rate of over 15%, with significant regional disparities in its distribution [1][7] - The eastern region dominates the data industry, accounting for nearly 70% of the national scale, with specific figures showing the eastern, central, and western regions at 40,819 billion yuan, 10,075.6 billion yuan, and 7,699 billion yuan respectively, representing 69.7%, 17.2%, and 13.1% of the total [1][3] - The Yangtze River Delta region exhibits a pronounced industrial clustering effect, hosting over 100,000 data enterprises and contributing 22.6% to the national industry scale [3] Group 2 - In Hangzhou, a data trading center lists an average of over 90 data products each month, which are utilized by demand-side purchasers to develop various applications such as navigation and loan risk control systems [5] - The current development pattern of China's data industry features leading enterprises in the eastern region while the central and western regions are developing in tandem, influenced by factors such as better educational resources, data technology supply, and a robust data industry ecosystem in the east [7]

Group 1 - The 2025 China International Big Data Industry Expo opened in Guiyang, with the National Development and Reform Commission announcing several industry policies to enhance data infrastructure and optimize the development environment [2] - The National Data Bureau is accelerating the construction of national data infrastructure, with six technical routes being piloted, including trusted data spaces and blockchain [2] - As of July, the total scale of intelligent computing in China reached 780,000 Pflops, ranking second in the world [2] Group 2 - The National Data Bureau has released 70 public data application scenarios to promote the effective use and security of data resources, with over 11,000 data resources, products, and services registered [2] - In the first half of the year, data trading institutions launched 3,328 new data products, a 70% increase year-on-year, with a significant rise in high-quality datasets in the AI sector [3] - By 2024, there will be over 400,000 data enterprises in China, with an industry scale of 5.86 trillion yuan, reflecting a 117% increase since the end of the 13th Five-Year Plan [3]

Group 1 - The 2025 China International Big Data Industry Expo (Big Data Expo) opened in Guiyang, Guizhou, with the theme "Data Gathering Industrial Momentum, Smartly Initiating New Development Chapters" [2] - The event attracted over 16,000 registered guests and featured 375 domestic and foreign enterprises [2] - Guizhou's digital economy has developed significantly under the guidance of national leadership, with a focus on data center construction and enhancing computational power to seize new opportunities [2][3] Group 2 - Guizhou aims to leverage the rapid development of artificial intelligence as a strategic opportunity, focusing on key areas such as intelligent computing, high-quality data set construction, industry models, and digital information industries [3] - The Big Data Expo includes six themed exhibition halls showcasing new technologies, products, solutions, and applications in the digital economy [3]