日前，北京市发布《北京市关于建设数据要素综合试验区的实施意见（征求意见稿）》（下称《意 见》），提出以数据要素市场化配置改革为主线，加快构建"数据基础制度+数据基础设施"双轮驱动体 系，推动数据要素价值向资本市场深度释放。 《意见》以数据要素资产化作为重要突破方向，探索数据入股、数据信贷、数据信托和数据资产证券化等数据 资产流通模式。同时，支持数据企业上市，加强北京国际大数据交易所与北京证券交易所联动。并鼓励各类金 融机构创新产品和服务，加大对数据领域企业的融资支持力度，引导社会资本有序参与数据资源开发利用。 支持数据企业上市 《意见》将数据要素资产化作为重要突破方向，鼓励发展数据资源、数据产品、数据资产等多类型数据流通交 易。推动数据资源依托数据流通利用基础设施实现跨主体、跨平台安全合规流通，鼓励以公共数据增值产品入 场引领高价值、高频次数据流通交易，探索数据入股、数据信贷、数据信托和数据资产证券化等数据资产流通 模式。 资本市场参与路径进一步清晰。《意见》提出，支持数据企业上市，加强北京国际大数据交易所与北京证券交 易所联动。同时，明确鼓励设立数据产业基金，引导社会资本参与数据资源开发。具体来看，《意见》 ...

Core Viewpoint - In a competitive business environment, accurately acquiring customer resources and understanding market trends are crucial for success. Efficiently identifying potential business opportunities and quickly targeting customers is essential [1]. Group 1: Customer Acquisition - Traditional customer acquisition methods rely on personal connections or blind promotions, which are inefficient and costly. The Wind Global Enterprise Database supports multi-dimensional filtering, enabling rapid generation of precise customer lists, effectively doubling customer acquisition efficiency [3]. - For instance, a semiconductor company can find a list of chip design companies by setting criteria such as "region," "product," "business scope," "company size," and "contact number," resulting in a 40% increase in signing rates [3]. Group 2: Market Insights - The bidding analysis module of the Wind Global Enterprise Database allows real-time tracking of national bidding projects, helping companies optimize their bidding strategies and not miss any collaboration opportunities. For example, a construction company discovered a surge in demand for green building materials in the East China region, leading to a 30% increase in their winning bid rate [7]. Group 3: Resource Connection - The Wind Global Enterprise Database offers a ranking directory feature, providing authoritative lists of industry leaders, specialized enterprises, unicorns, state-owned enterprises, and central enterprises, covering over 100,000 high-quality companies nationwide [8]. - A financial assistance company can search for high-tech enterprise clients directly through the "high-tech enterprise" directory, quickly obtaining quality enterprise resources [9]. - A photovoltaic company, by filtering the "Zhejiang Province Green Factory Directory," signed contracts with five industrial clients with annual purchases exceeding 10 million within three weeks, enhancing signing efficiency [10]. Group 4: Comprehensive Data Coverage - The Wind Global Enterprise Database covers over 350 million enterprises globally, providing comprehensive corporate information, equity structure, executive teams, investment records, operational data, intellectual property, and judicial risks, thus aiding financial institutions in due diligence, risk assessment, and customer selection [10].

Core Viewpoint - The article discusses the issuance of the "Opinions on Improving Price Governance Mechanism" by the Central Committee and the State Council, aiming to deepen price reform and enhance the price governance mechanism in China. Group 1: Key Points of the Opinions - The direction of reform adheres to the socialist market economy, allowing the market to determine prices where possible, facilitating the efficient flow of high-quality production factors, and effectively serving the construction of a unified national market [2][5] - The opinions emphasize the need to improve the pricing mechanism for refined oil, deepen the market-oriented reform of natural gas prices, and accelerate the establishment of a coal market pricing mechanism [2][3] - It calls for the development of important commodity spot and futures markets, optimizing rules for futures listing, trading, and regulation, and solidifying the foundation for market price formation [3][4] Group 2: Price Regulation and Monitoring - The opinions propose to abolish price policies that hinder the construction of a unified national market and fair competition, preventing inappropriate government intervention in price formation [4][10] - It emphasizes the need for a transparent and predictable market price regulation mechanism, enhancing the supervision of market price behavior and maintaining market order [13][27] - The article highlights the importance of strengthening anti-monopoly regulation and enforcement to prevent and curb monopolistic behaviors in key sectors such as transportation, tourism, and education [4][9] Group 3: Agricultural and Energy Pricing Policies - The opinions outline the need to improve agricultural pricing policies to ensure stable and safe supply of food and important agricultural products, including mechanisms for price, subsidies, and insurance [3][23] - It also emphasizes the establishment of pricing policies that promote green and low-carbon transformation in energy, including mechanisms for natural gas power generation and energy storage [6][24] Group 4: Public Services and Digital Economy - The opinions call for the establishment of pricing policies for public services to ensure equitable access, including government-guided pricing for basic services in public and private institutions [4][24] - It highlights the need for innovative pricing policies for public data to facilitate the safe and efficient development of the digital economy [25][11] Group 5: Implementation and Coordination - The article stresses the importance of inter-departmental coordination and collaboration to effectively implement the opinions, ensuring that various tasks are clearly defined and executed [15][30] - It also mentions the need for a robust price monitoring and early warning system to enhance the timeliness and relevance of price monitoring [28][29]

Core Viewpoint - The company is optimistic due to three main factors: active shareholder return measures, stable core business, and steady progress in innovative business layout [1][9]. Shareholder Return Measures - The company plans to conduct two dividends in 2024, with a second-half dividend rate of 55.07% and an overall annual dividend rate of 61.93% [1][3][9]. - The controlling shareholder has cumulatively increased holdings by over 1% [1][9]. Core Business Stability - The main subsidiary, Bianfeng Network, has shown stable performance, focusing on casual games and promoting a boutique strategy, with its core product, Bianfeng Guandan, achieving significant user engagement [1][4]. - Bianfeng Network's revenue for the year was 21.35 billion, a decrease of 3.43% year-on-year, while net profit was 5.29 billion, down 17.16% year-on-year, primarily due to strategic adjustments in social business [4]. - Fuchun Cloud's IDC unit construction is progressing steadily, with expectations for improved power utilization rates [1][4]. Innovative Business Layout - The Zhejiang Big Data Trading Center has completed consolidation and is expected to benefit from the completion of data element construction [1][5]. - The company continues to deepen cooperation with Alibaba, focusing on cultural service intelligence, large model applications, data business collaboration, and talent training [5][6]. - Two subsidiaries have developed AI algorithms that have been approved by the National Cyberspace Administration [1][6]. Financial Performance - For the reporting period, the company achieved operating revenue of 30.97 billion, a year-on-year increase of 0.61%, while net profit attributable to shareholders was 5.12 billion, a decrease of 22.84% [2]. - The company expects net profit attributable to shareholders to reach 5.75 billion, 6.37 billion, and 6.99 billion from 2025 to 2027, with year-on-year growth rates of 12.33%, 10.94%, and 9.66% respectively [1][9].

Core Viewpoint - Daily Interaction (300766.SZ), known as the "first domestic data intelligence stock," has reported significant growth in data resource integration, with 87.58% of its revenue coming from data factor monetization as of the end of the reporting period [1][3]. Group 1: Financial Performance - As of the end of the reporting period, Daily Interaction's data resources amounted to 43.691 million yuan, fully accounted for as intangible assets [1]. - The total revenue for Daily Interaction in 2024 was 470 million yuan, representing a year-on-year increase of 9.4% [8]. - The net profit attributable to the parent company was -64.755 million yuan, a decrease of 29.69% year-on-year, primarily due to penalties for information disclosure violations [8]. Group 2: Business Transformation - Daily Interaction has transitioned its main business focus to the data factor sector, with revenue from the internet industry accounting for 27.94% and government services making up 63.65% of total revenue [3]. - The company has accumulated over 1.15 billion installations of its developer service SDK, covering more than 1 billion devices, with daily active independent devices exceeding 400 million [3]. Group 3: Government Services - The public service segment primarily provides SaaS services and data solutions to government departments, covering over 2,900 districts and counties nationwide as of June 2024 [6]. - The high proportion of government service revenue has led to challenges such as long payment cycles, with accounts receivable reaching 165 million yuan, a year-on-year increase of 28.9% [6]. Group 4: Data Products and Innovations - Daily Interaction is actively involved in public data authorization operations in sectors like transportation and healthcare, developing various data products and industry-specific models [8].

每日互动: 非经营性资金占用及其他关联资金往来情况的专项审计说明 | | | | 上市公司核算 | | 2024年度往来累 | 计 发 | 2024年度往来 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 还 | 2024年期末 | 往 来 性 质（ | 往来方与上市公司的关联 经 营 性 往 | 2024年期初 | | 生金额 | 资金的利息 | 2024年度偿 | | | | 资金往来方名称 | 的 | 会计 | | | | | | 科 | | | | | 往来形成原因 | | | | | | | 关 | 系 | 往来资金余额 | （不含利息） | | （如有） | 累计发生金 | | 额 | 往来资金余额 | 来、 | 非经营性往来 ） 目 | | | | | | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | | | 杭州个园科技有限公司 | 全资子公司 | 其他应收款 | 37,661.76 | 18,030.00 | | 2,300.00 | | 53,391.76 | 资金周转 | 非经营性 ...

Core Viewpoint - The article discusses the "Data Element Ecosystem" and the strategic initiative "Data Station" by Daily Interaction, aimed at enhancing the value and application of data elements across various industries [1][2]. Group 1: Event Overview - The 2025 Future Data Business Conference was held in Hangzhou, focusing on data element hot topics and practical experiences in data application [1]. - Daily Interaction participated as a co-organizer, with its president Liu Yu delivering a keynote speech on the theme "Trustworthy Data Space + Controllable Large Models to Open AI Future" [1]. Group 2: Strategic Initiative - The "Data Station" strategy is based on trustworthy data space and controllable large models, creating a secure environment for the efficient circulation of data element value [2]. - This initiative aims to develop both industrial and public "data mines," enhancing the overall digital intelligence level across various sectors [2]. Group 3: Future Directions - Liu Yu emphasized that the demand for specific scenarios drives the "Data Station" strategy, with industry recognition serving as motivation for the company's progress [2]. - Daily Interaction plans to embrace public data authorization and link more data mines from sectors such as healthcare, transportation, government, and marketing to foster a prosperous data element ecosystem [2].