Core Insights - Jiangsu's total electricity consumption reached 199.262 billion kWh in Q1, marking a year-on-year increase of 1.4% driven by high-end manufacturing and new energy industries [1] - The high-end manufacturing sector, particularly in shipbuilding and biomedicine, shows significant growth, with electricity consumption in the biomedicine sector increasing by 23% and shipbuilding by over 9% [2] - The data service industry in Jiangsu outperformed national growth rates, with a 41.4% increase in electricity consumption, highlighting the region's digital economy expansion [3] Group 1: High-End Manufacturing - Jiangsu's shipbuilding industry is focusing on high-value vessels, with a 9% increase in electricity consumption, supported by advanced technologies [2] - The biomedicine sector is experiencing a cluster development effect, with a 23% increase in electricity consumption due to enhanced R&D investment and policy support [2] - The aerospace industry in Jiangsu saw a 23.6% increase in electricity consumption, benefiting from technological advancements and a robust industrial ecosystem [2] Group 2: Digital Economy - The national average for internet and related services electricity consumption grew by 25.7%, with Jiangsu's data service industry growing by 41.4%, indicating strong digital economic growth [3] - Data services account for 84% of the electricity consumption in internet-related services, contributing 95.8% to the growth in this sector [3] - The demand for electricity in the smart computing industry is rapidly increasing, with new capacity applications growing nearly 2.9 times year-on-year [3] Group 3: Green Energy Transition - Jiangsu's total installed capacity of renewable energy reached 94.84 million kW, making it the largest power source in the province [6] - The wind energy equipment manufacturing sector saw a 52.5% increase in electricity consumption, reflecting the province's commitment to green energy development [6] - The share of clean energy in Jiangsu's total electricity consumption has exceeded 30%, up from less than 5% before 2003 [7] Group 4: Carbon Footprint Management - A new carbon footprint public service platform has been launched in Jiangsu, allowing over 500 key enterprises to calculate their carbon emissions throughout the product lifecycle [8] - This initiative supports Jiangsu's efforts in green transformation and demonstrates China's commitment to global carbon neutrality [8]

Group 1 - The first cross-border transaction of data intellectual property in China was successfully completed, involving a payment of $141,165.72 (approximately 1.03 million RMB) for seven core data assets related to chemical new materials [1] - The transaction was facilitated by Hangzhou Heliman Data Service Co., which specializes in providing data development for chemical new materials enterprises [1] - The data involved focused on safety experimental data required for market access certification in South Korea, and a comprehensive compliance mechanism was established for the transaction [1] Group 2 - Data is referred to as the "oil" of the digital age, but issues such as regulations and security have hindered its flow and trade [2] - Hangzhou is set to become the first city in China to legislate specifically for data circulation and trading with the implementation of relevant regulations in 2025 [2] - By the end of 2024, Zhejiang province had received 36,400 applications for data intellectual property registration, with 16,900 certificates issued, and a total utilization amount of 6.568 billion RMB achieved through various financial mechanisms [2] Group 3 - The successful transaction not only validated the feasibility of cross-border data intellectual property circulation but also provided a replicable "Zhejiang standard" and "Chinese solution" for data cross-border flow [3]

| 名称 持有数量(万股) | | 占总股本比例 | 增减情况(万 | | --- | --- | --- | --- | | | | (%) | 股) | | 贺琳 | 1213.76 | 20.12 | 不变 | | 北京中瑞安投资中心(有限合伙) | 693.58 | 11.50 | 不变 | | 中移投资控股有限责任公司 | 479.79 | 7.95 | 不变 | | 北京清德投资中心(有限合伙) | 282.44 | 4.68 | 不变 | | 宁波丰琬创业投资合伙企业(有限合伙) | 203.33 | 3.37 | 不变 | | 唐涤飞 | 145.21 | 2.41 | 不变 | | 全国社保基金四一四组合 | 61.37 | 1.02 | -30.00 | | 苏州博瑞鑫稳管理咨询合伙企业(有限合伙) | 57.84 | 0.96 | -49.30 | | 银岳(上海)投资管理有限公司-银岳智选私募证券投 资基金 | 28.00 | 0.46 | 新进 | | 银岳(上海)投资管理有限公司-银岳精选私募证券投 资基金 | 21.70 | 0.36 | 新进 | | 较上个报告期退出前十大股东 ...

浙数文化公司发布25Q1 季报，实现营业收入7.06 亿元，同比增长4.16%；实现归母净利润1.44 亿元， 同比增长44.86%；实现归母扣非净利润1.03 亿元，同比增长44.56%。 公司控股股东为浙报传媒控股，主业分别为数字文化领域、数字技术领域、数据运营领域及产业投资领 域。24 年公司边锋网络旗下边锋掼蛋成为国内首款日活破百万的掼蛋APP，游戏业务占公司整体收入 的43.7%，整体运营稳定；数字营销业务24 年占比约25%，同比增长130.23%，成为公司新的增长点。 同时，公司不断深化以富春云互联网数据中心、浙江大数据交易中心为基础，构建的 数据存储与交易 流通业务，积极拥抱人工智能技术，大力推进先进 AI 算力建设，加强培育人工智 能技术赋能的数字技 术矩阵；不断通过传播大脑科技公司、杭州城市大脑公司、智慧网络医院、 淘宝天下等垂直领域的数 字业务主体，深化布局数字融媒、城市智治、智慧医疗、数字文旅等人 工智能数字应用场景生态；不 断完善以"数字文化+、数字技术+、数据运营+、创新赛道"为核心发 展方向的"3+1"数字生态版图，形 成独特的竞争优势。 浙江大数据交易中心完成股权重组，公司实现 ...

2023年8月，上海监管局对ST龙宇（统一社会信用代码：91310000630723959H）实施现场检查。经详细 核查，发现该公司存在重大问题。在2022年至2023年上半年期间，ST龙宇发生多笔大额关联交易，既 未履行必要的审议程序，也未依规进行信息披露。与此同时，部分贸易业务经核实不具备真实商业实 质。这些违规行为导致ST龙宇2022年年报、2023年半年报出现虚假记载内容。上述行为已严重违反 《上市公司信息披露管理办法》（证监会令第182号）第三条第一款、第二十二条第一款及第二款第一 项，以及证券法第八十条第一款及第二款第三项相关规定。直至2024年8月31日，公司才发布公告宣布 将进行会计差错更正。 在资金占用问题上，ST龙宇控股股东及其关联方非经营性占用公司资金累计达9.18亿元。尽管已主动归 还5000万元，但截至目前，剩余被占用资金余额仍有8.68亿元。若不能在规定期限内收回这笔巨额被占 用款，公司将面临强制退市的重大危机。 记者 黄敏 2024年12月17日，上海龙宇数据股份有限公司（以下简称"ST龙宇"）发布公告称，于2024年12月16日 收到中国证券监督管理委员会（以下简称"中国证监会 ...

南方财经全媒体记者卓皙雯 广州报道 随着数字经济全球化进程加速，数据跨境流动合规难题亟待破解。近日，南方财经全媒体记者获悉，下 一代互联网国家工程中心粤港澳大湾区创新中心（以下简称"创新中心"）提供的个人信息出境标准合同 订立与备案咨询服务，已助力数家广州企业成功完成数据出境合同备案。这一实践为企业解决数据跨境 合规难题提供了可复制的"南沙经验"。 随着数据成为数字经济发展的核心动力，数据跨境流动已成为激活数据要素价值的关键环节。作为粤港 澳大湾区数据要素市场体系的核心区域，广州南沙在对外合作和数据便捷流动方面具有显著优势，在南 沙开展数据跨境合规流动实践已成为许多企业的首选。 距国家互联网信息办公室2024年3月22日出台实施《促进和规范数据跨境流动规定》一周年，广州南沙 一直在数据跨境流动探索上先行先试，以政策支持和实践创新等多举措并举落实，其数据出境业务生态 正经历深刻变革。 在粤港澳大湾区，南沙企业早已有了明确的数据跨境合规路径、备案流程和安全要求。《粤港澳大湾区 （内地、香港）个人信息跨境流动标准合同实施指引》《粤港澳大湾区（内地、澳门）个人信息跨境流 动标准合同实施指引》等一系列文件陆续出台，为南 ...

Core Viewpoint - The article emphasizes the importance of data as a valuable asset in the digital economy, highlighting the potential for companies to monetize their data through proper management and integration into financial statements [1]. Group 1: Data Asset Market Potential - The total market size for data assets in China is estimated at 8.6 trillion yuan, with the potential to exceed 60 trillion yuan when including derivative markets [1]. - The establishment of a data bureau and the Ministry of Finance's push for data resources to be included in financial statements indicates a significant shift in recognizing data as a financial asset [1]. Group 2: Case Study of Data Asset Integration - Guangdong province is leading the way in integrating data assets into financial statements, with companies like Zhonghang Meili Urban Sanitation Group taking the initiative [1][11]. - The company has begun the process of organizing and classifying its data, which includes operational data related to urban environmental management [11][12]. Group 3: Steps to Monetize Data - The first step in monetizing data is to organize and clean it, ensuring that it is valuable and measurable [11][12]. - The second step involves confirming data ownership and registering it, which includes obtaining a data asset registration certificate [16][18]. - The final step is to facilitate data trading, where companies can realize economic benefits from their data assets [23][24]. Group 4: Challenges and Industry Insights - Companies face challenges in recognizing and valuing their data assets, particularly those in traditional industries with lower digitalization levels [27]. - The lack of clear standards for data asset valuation is a significant barrier, necessitating the development of industry guidelines and standards [27]. - As of September 2024, 66 companies have disclosed data asset integration, with a total value exceeding 1.4 billion yuan, primarily among state-owned and listed enterprises [27][28].

Core Insights - The company's operating revenue for 2024 is 343,457,243.00 yuan, a decrease of 8.99% compared to 2023's 377,383,471.56 yuan, indicating challenges in market expansion [1] - The net profit attributable to shareholders is -71,955,679.90 yuan, worsening from -53,281,977.19 yuan in 2023, reflecting a decline of 35.05% [1][2] - The company has adjusted its R&D investment structure, with R&D expenses amounting to 66,991,050.55 yuan, a significant decrease of 29.21% from 2023 [3] Revenue and Profit Analysis - Public affairs data analysis and decision support services generated revenue of 153,002,585.83 yuan, down 19.17% year-on-year, indicating a shrinking market demand or increased competition [1] - Commercial data analysis and decision support services saw revenue of 190,454,657.17 yuan, a modest increase of 1.25%, but insufficient to offset the decline in the public affairs segment [1] - The basic earnings per share is -1.00 yuan, down 35.14% from -0.74 yuan in 2023, indicating weakened profitability [2] Expense and Investment Overview - Sales expenses increased by 5.34% to 33,207,855.51 yuan, likely due to heightened marketing efforts [3] - Management expenses rose by 9.38% to 37,908,178.63 yuan, attributed to expanded operational scale [3] - Financial expenses decreased by 45.86% to -5,736,640.30 yuan, primarily due to lower interest expenses [3] R&D and Personnel Changes - The number of R&D personnel increased from 147 in 2023 to 169 in 2024, with a notable shift towards more experienced staff [4] - R&D personnel with bachelor's degrees rose from 86 to 104, while those with master's degrees decreased from 24 to 20 [4] Cash Flow and Financing Activities - The net cash flow from operating activities improved to -35,824,674.66 yuan, a 21.47% increase from -45,621,369.88 yuan in 2023 [5] - The net cash flow from investing activities was -19,347,632.53 yuan, reflecting a 4.50% decline, influenced by increased cash outflows from acquisitions [5] - The net cash flow from financing activities decreased significantly by 161.34% to -25,212,792.08 yuan, largely due to share buybacks [5] Performance Commitments - The company has performance commitments from Haiyi Zhi for 2024-2026, with 2024's audited net profit at 1,069.05 million yuan, achieving 97.19% of the target [8] - Future performance of Haiyi Zhi is critical for the overall financial health of the company, with potential implications for goodwill impairment if commitments are not met [8]

Core Viewpoint - The company is focusing on diversifying its business beyond the steel industry, despite the current challenges in the steel sector, and is seeing growth in its data service revenue from non-steel industries [1][2]. Group 1: Business Segments - The company's main business is divided into industrial data services and steel trading services [2]. - The industrial data services have expanded from black metals to include non-ferrous metals, energy chemicals, construction materials, agricultural products, new energy, new materials, and renewable resources [1]. - In 2024, the revenue from data subscription services is expected to grow by 4.82% year-on-year, indicating a continuous increase in data service business from non-steel industries [1]. Group 2: Market Strategy - The company emphasizes the importance of market value management and is implementing various measures to enhance its value [1]. - Strategies include technological innovation, digital transformation, and expansion into overseas markets to strengthen core competitiveness and drive business growth [1]. - Future investments will focus on AI technology, integrating it with data, knowledge, research, and technology to create comprehensive solutions and enhance market recognition of the company's value [1].

导读：今天，中国实体出口贸易到达天花板，全球金融、航运等传统领域服务贸易格局不易 打破，数据跨境服务，是一块全新的经济增量蛋糕。 麦肯锡预测，数据流动量每增加10%，将带动GDP增长0.2%。经济合作与发展组织 （OECD）测算，数据流动对各行业利润增长的平均促进率在10%，在数字平台、金融业等 行业中可达到32%。 当前，中国大约贡献全球数据总量的10%左右，但中国企业在国际数据市场上的市场占有率 只有不到2%。相较而言，美国目前的市占率在30%左右，欧盟在10%左右。 日前，跨境数科总经理李晶向科工力量分享了他关于中国参与全球数据治理和产业规则标准 制定的思考。 科工力量：为什么说跨境数据流动对很多企业来说是刚需？ 李晶：全球迈入数字经济时代，现在数字化、产业数字化的转型程度高，转型速度快。 今天，几乎国内外所有的跨国大型企业的业务管理流程，都使用数字化系统，数据是数字化 系统中的核心要素，尤其是最近几年，随着通信、算力、算法等技术突破，大数据、人工智 能的产业应用加速落地，很多企业已经把数据资源看成生命线。 数据作为数字化、网络化和智能化的基础，已迅速融入生产、分配、流通、消费以及社会服 务管理等各个环 ...