Core Insights - China aims to cultivate a robust data element industry chain, projecting a data industry scale of 7.5 trillion yuan by 2030 [1] - The country has established a comprehensive data industry chain, with a data production total of 41.06 zettabytes in 2024, reflecting a 25% year-on-year growth [1] - The number of data-related enterprises in China exceeds 190,000, with the current data industry scale surpassing 2 trillion yuan [1] Data Infrastructure Development - The National Data Bureau is planning to build a horizontally connected and vertically integrated data infrastructure system, aiming for a basic structure completion by 2029 [3] Public Data Sharing - Public data sharing is identified as a crucial breakthrough for the marketization of data elements, with a 7.5% increase in local public data platforms and a 7.1% increase in open data volume in 2024 [5] - High-quality datasets are essential for driving AI technology breakthroughs and reshaping the entire industry chain from R&D to commercial application [7] Data Quality and AI Integration - In Wenzhou, a pilot area for data marketization reform, a data security and compliance system has been established to facilitate large-scale data flow and create a data trading ecosystem [9] - The construction of high-quality datasets involves data collection, cleaning, annotation, and quality assessment, which are critical for AI model training [11] Data Annotation Industry - The data annotation industry in China has surpassed 8 billion yuan, entering a new phase of large-scale and standardized development [14] - In 2024, the number of companies developing or applying AI increased by 36%, with high-quality datasets growing by 27.4%, supporting AI training and application [15] Challenges and Future Directions - Despite advancements, challenges remain, including low data stock and production, inconsistent dataset quality, and low data utilization efficiency [17] - Ensuring data source reliability and enhancing data privacy and security are essential for future data development [19]

据2025数据安全发展大会上，我国将培育壮大一批数据要素产业链上下游企业，预计到2030年，我国数 据产业规模将达到7.5万亿元。作为全球首个将数据纳入生产要素的国家，我国已初步构建起门类齐全 的数据产业链。数据显示，2024年我国年度数据生产总量达41.06泽字节，同比增长25%。截至目前， 我国数据领域相关企业超19万家，数据产业规模超2万亿元。按照20%以上的年均增长率测算，2030年 我国数据产业规模将达7.5万亿元。（央视网） ...

Group 1 - Liaoning is promoting infrastructure construction and enhancing the potential of data elements, achieving phased progress in digital economy and government collaboration [1][2] - The province has developed a plan for market-oriented data element allocation reform, focusing on six areas including supply, circulation, innovation application, infrastructure, industry ecosystem, and data security [1] - A "1+6" promotion system has been established with 22 key tasks to optimize data allocation and improve its contribution to economic and social development over the next three years [1] Group 2 - Liaoning aims to strengthen its data infrastructure, addressing shortcomings in computing power, network, circulation, and security systems to support the digital transformation of various industries [1][2] - The province plans to enhance digital government construction through a top-level design and the establishment of a "1131" system, including a chief data officer and an AI-government joint meeting mechanism [2] - Efforts will be made to advance the digitalization of industries, including manufacturing, agriculture, and services, to unlock the value of data elements and support transformation [2]

Core Insights - The 2025 Data Security Development Conference will be held in Wenzhou from May 16 to 18, focusing on data security and industry development trends [1] - Wenzhou is positioning itself as a leader in the data industry, showcasing significant growth and competitive advantages [3] Group 1: Data Industry Development - The National Data Bureau released the "Data Element × Three-Year Action Plan (2024-2026)", guiding the national data element industry development [3] - Wenzhou has established a 4.42 square kilometer industrial park known as the China (Wenzhou) Data Security Port, which is a pioneer in data element market-oriented reform [3] Group 2: Achievements of Data Security Port - The Data Security Port has attracted 602 data enterprises and developed 469 data products, achieving a transaction volume of 5.02 billion yuan in 2024 [5] - Wenzhou is the only city in the country designated as a national pilot for data infrastructure, which will enhance the city's data industry development [5] Group 3: Challenges and Solutions - The lack of clear scenarios and guidelines in data circulation is a major challenge for the industry [6] - The Data Security Port has created a unique data security risk assessment system and established a comprehensive legal protection framework to facilitate data sharing [6] Group 4: Ecosystem Optimization - Initiatives such as the establishment of a 10 billion yuan digital industry fund and the creation of research institutions aim to support rapid growth of enterprises [7] - The annual Data Security Development Conference serves as a platform for local enterprises to engage with top domestic and international experts, enhancing Wenzhou's competitiveness in the data industry [7]

Group 1: Digital Economy Growth - In 2024, the total data production in China is expected to reach 41.06 zettabytes (ZB), representing a year-on-year growth of 25% [2] - The core industry value added of the digital economy is projected to account for approximately 10% of GDP, indicating strong growth momentum in China's digital economy [1] Group 2: Digital China Development Summit - The 8th Digital China Construction Summit opened on April 29, 2024, in Fuzhou, Fujian Province, co-hosted by several national and local government bodies [2] - The summit featured over 20 sub-forums and activities, focusing on cutting-edge fields such as artificial intelligence and data resource development [2] - The Digital China Development Index for 2024 is set at 150.51, reflecting a year-on-year increase of 10.65%, with all five primary indicators showing double-digit growth [3] Group 3: Public Data Resource Development - The National Data Bureau announced 70 key public data "running" demonstration scenarios to enhance the development and utilization of public data resources [4] - The number of open platforms for public data at the city level and above is expected to grow by 7.5%, with the volume of open data increasing by 7.1% in 2024 [2] Group 4: Pharmaceutical Industry Transformation - A joint implementation plan for the digital transformation of the pharmaceutical industry (2025-2030) was released by seven departments, aiming to integrate and release the value of pharmaceutical data elements [5] - The plan encourages collaboration among pharmaceutical companies, medical institutions, and research institutes to build big data platforms and improve data management [5][6]

Core Insights - The launch of the Shenzhen-Hong Kong cross-border data security and convenience channel aims to enhance data transmission safety and efficiency between the two regions [1][2] - The establishment of the Qianhai Data Industry Fund, with a total scale of 500 million yuan, is intended to foster a leading data industry cluster in China [2] Group 1: Cross-Border Data Channel - The Shenzhen-Hong Kong cross-border data security channel is guided by the Shenzhen Municipal Cyberspace Administration and relies on the National (Shenzhen·Qianhai) New Internet Exchange Center [1] - The channel will implement a "three-in-one" framework, including a dedicated security channel, a cross-border data inspection station, and a comprehensive service center [1] - The initial application of the channel will focus on the healthcare sector, facilitating cross-border medical services for residents in the Greater Bay Area [1] Group 2: Data Industry Fund - The Qianhai Data Industry Fund is co-funded by the Qianhai Management Bureau and the Baoan District Government Data Bureau, with a total scale of 500 million yuan [2] - The fund will primarily invest in data resources, technology, services, applications, security, and infrastructure, aiming to cultivate high-growth data technology enterprises [2] - The Qianhai Management Bureau plans to establish a robust mechanism for efficient and secure cross-border data flow to support international data circulation [2]

Group 1: Automotive Chip Industry - The Ministry of Industry and Information Technology (MIIT) of China has announced plans to accelerate the standardization of automotive chips, including the development of common specifications for environmental reliability, information security, and consistency testing [2] - By 2025, the automotive chip market in China is expected to reach approximately 95.07 billion yuan [2] - High-end automotive chips are currently dominated by foreign manufacturers, indicating a pressing need for domestic production in areas such as MCU, smart power devices, and power management chips [2] Group 2: Data Resource Development - The National Data Bureau has emphasized the importance of developing a national integrated data resource utilization system, focusing on market-oriented and value-driven approaches [3] - The push for public data development and utilization policies aims to unlock the value of public data and foster a new model for large-scale data circulation [3] - The data industry ecosystem is expected to grow, with a focus on data infrastructure, data annotation, and companies with unique high-quality datasets [3] Group 3: GPU Resource Acquisition - ByteDance has acquired GPU resources valued at approximately 2 billion yuan from Tencent, primarily consisting of NVIDIA H20 cards and servers [4] - In the first quarter of the year, ByteDance reportedly stockpiled around 100,000 GPU modules, with an estimated total value of 100 billion yuan [5] - Alibaba has announced plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, indicating a significant increase in AI infrastructure investment across the industry [5] Group 4: Explosives Industry Outlook - The explosives industry is expected to see improved conditions due to policy support and the gradual release of downstream demand, with a reported 1.5% increase in explosive production and a 23.03% increase in total profits in the first quarter of 2025 [6] - Mining investment is projected to grow by 10.5% in 2024, maintaining stable demand for explosives in the mining sector [6] - The demand for explosives in regions like Xinjiang and Tibet is on the rise, driven by increased mining activities and government support for infrastructure projects [6]

据上证报报道，4月29日，国家数据局局长在第八届数字中国建设峰会开幕式上表示，当前，加快推进 数字中国建设，要紧紧抓住人工智能发展带来的前所未有的机遇，推动数据要素市场化配置改革和"人 工智能+"行动同频共振。持续推进高质量数据供给。加快推动数据要素与人工智能、科技创新、产业 发展和赋能应用相结合，推动行业高质量数据集建设，推动数据产业高质量发展，为人工智能技术创新 和产业应用提供坚实的数据基础，确保"人工智能+"行动到哪里，高质量数据集的建设和推广就到哪 里。 银河证券表示，AI技术正在引发一场"静默的工业革命"一其本质是通过数据智能重构经济系统的熵减机 制，预计到2035年AI核心产业，包括算力基础设施、AI智能终端与硬件、AI算法与软件等，将直接贡 献GDP约10%。 中信证券表示，国内数据产业链仍处于发展初期，当前AIInfra、数据要素、国产化信创三大产业趋势驱 动下，数据产业链有望迎来新一轮发展机遇。预测数据库、数据平台、基础数据服务三个核心环节的需 求弹性显著，有望率先受益于需求扩增打开市场空间，数据库:传统关系型数据库为信创核心品类，政 策和资金支撑下具备较高弹性;数据平台:大数据平台向"数据 ...

金十数据4月29日讯，记者从4月29日在福建福州开幕的第八届数字中国建设峰会上获悉，2024年，我国 数字经济提档加速，数字经济核心产业增加值占GDP比重10%左右。数据要素市场日趋活跃，数据生产 总量达41.06ZB，同比增长25%。数字基础设施不断扩容提速，数字中国建设加快推进。 （新华社） 2024年我国数据生产总量同比增长25% ...

Core Insights - The meeting held by the National Data Bureau emphasizes the importance of understanding the mechanisms of data elements and the laws of industry development [1] - The focus is on constructing a national integrated data resource development and utilization system, guided by market-oriented and value-driven principles [1] Group 1 - The meeting calls for strengthening integration and sharing of public data, accelerating the implementation of policies for public data development and utilization to unlock its value [1] - There is a push for innovation in trusted data space pilot projects, aiming to create new models for large-scale circulation and utilization of data [1] - The importance of cultivating an open and innovative data industry ecosystem is highlighted, with an emphasis on benefit coordination, stakeholder cultivation, and ecological aggregation [1] Group 2 - The meeting stresses the need for data registration, resource surveys, and standard construction to solidify the foundational work for high-level development and utilization of data resources [1] - The ultimate goal is to better empower high-quality economic and social development through effective data resource management [1]