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“十四五”数字经济动能强劲,数据产业规模达5.86万亿元
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-14 12:01
Group 1: Digital Infrastructure and Economic Impact - During the "14th Five-Year Plan" period, China's digital infrastructure has developed significantly, achieving a global leading position in scale and technology. By June 2025, the total number of 5G base stations is expected to reach 4.55 million, a fivefold increase compared to 2020, and the number of gigabit broadband users is projected to grow 34 times to 226 million [2][3] - The total computing power of China ranks second globally, which has effectively driven economic and social development [2][3] - The digital economy is experiencing robust growth, with the software revenue expected to increase by 80% by the end of 2024 compared to 2020, and the added value of the electronic information manufacturing industry is projected to grow over 70% [3] Group 2: Data Resource Development and Policy Measures - China has implemented a series of policies to promote and ensure the development and utilization of data resources, including 21 policies related to public data resource development in 2024 [4][5] - The government is focusing on establishing a comprehensive system for data rights and transactions to address bottlenecks in data confirmation, trading norms, and security risks [4][5] - The cumulative transaction value of high-quality data sets reached nearly 4 billion yuan by June 2023, with a total scale of 246PB for high-quality data sets listed by data trading institutions [6] Group 3: Artificial Intelligence and Data Quality - Data is recognized as a core element in the development of artificial intelligence, playing a crucial role in model evolution, industry intelligence, and the creation of new business models [7] - As of June 2023, over 35,000 high-quality data sets have been established in China, with a total volume exceeding 400PB, significantly enhancing the training performance of domestic AI models [6][7] - The focus for the next phase includes strengthening institutional standards, technical platforms, and ecological scenarios to enhance the quality and quantity of high-quality data for AI applications [7]
全球707个项目角逐 首届“新国门”人才创新创业大赛在大兴开赛
Bei Jing Wan Bao· 2025-08-14 10:09
8月14日,首届"新国门"人才创新创业大赛在北京大兴正式开赛。来自俄罗斯、德国、伊朗等国家及香港、上海、深圳、浙江等地区的707个优质创业项目将 通过两天集中材料评审,角逐复赛资格。大赛由中共北京市大兴区委人才工作领导小组指导、大兴区委组织部(区人才工作局)主办,以"大国人才·兴彩有 你"为主题,创新采用"以赛聚才、以赛代评、以赛促产"机制,集聚全球高层次人才与优质项目资源,为大兴建设繁荣开放国门新城积蓄创新动能。 大赛立足区域发展需求,聚焦关键领域及核心技术。自启动以来,45天征集期内吸引四大专业赛道707个优质项目报名,其中数字经济287个、医药健康(含 医疗器械)251个、先进制造(含商业航天)103个、氢能(含新能源新材料)66个,充分彰显大兴主导产业对全球创新人才的强劲吸引力。 未来两天的初赛环节,将实行专业评审制,按四大赛道分别组建专家评审组,由行业主管部门、属地代表及投资、产业领域专家构成,重点围绕项目创新 性、市场化能力、融资潜力、团队实力及与大兴产业匹配度综合评审,选拔优秀项目晋级复赛。晋级项目拟于9月中旬在大兴开展为期一周的线下路演复 赛;经尽调后,决赛将于10月下旬举行,最终评选出30个 ...
我国算力总规模位居全球第二,数字经济ETF(560800)半日收涨2.06%冲击4连涨
Xin Lang Cai Jing· 2025-08-14 05:19
Group 1 - The core viewpoint of the news highlights the strong performance of the digital economy theme index and its constituent stocks, with significant increases in stock prices, particularly for Haiguang Information and Cambrian [1][2] - As of August 14, 2025, the CSI Digital Economy Theme Index (931582) rose by 1.99%, with notable gains from stocks such as Haiguang Information (up 9.97%) and Cambrian (up 9.89%) [1] - The Digital Economy ETF (560800) also saw a rise of 2.06%, marking its fourth consecutive increase, with a trading volume of 28.29 million yuan in half a day [1] Group 2 - The National Bureau of Statistics reported significant advancements in China's digital infrastructure during the 14th Five-Year Plan period, with 5G base stations reaching 4.55 million and gigabit broadband users totaling 226 million by June 2025 [1] - The CSI Digital Economy Theme Index includes companies involved in high digitalization and infrastructure sectors, with the top ten weighted stocks accounting for 50.74% of the index [2] - The top ten stocks in the index include Dongfang Wealth, SMIC, Cambrian, and Haiguang Information, among others, indicating a diverse representation of the digital economy sector [2][3]
预计今年底数据流通节点城市将扩大到50个左右,国家数据局答中证报记者问
Zhong Guo Zheng Quan Bao· 2025-08-14 04:36
此外,刘烈宏表示,"十四五"时期,我国数字基础设施在规模、技术等方面处于世界领先地位,截至 2025年6月底,5G基站总数与2020年相比增长了5倍达到455万个,千兆宽带用户增长了34倍达2.26亿 户,算力总规模位于全球第二,有力带动了经济社会发展。数字经济的蓬勃发展带动新增超100个新型 职业,创造了新的就业机会。 "十四五"时期,数字技术创新实现新突破。集成电路加快布局,形成覆盖设计、制造、封装测试、材料 和装备的完整产业链。国产操作系统加速崛起,以鸿蒙系统为例,鸿蒙生态设备总量突破11.9亿台,为 手机、汽车、家电等1200多类产品装上了"智能中枢"。 年底数据流通节点城市将扩大到50个左右 对于国家数据基础设施建设和运营情况,国家数据局副局长夏冰在回答中国证券报记者提问时表 示,"十四五"期间,国家数据局制定下发了《国家数据基础设施建设指引》,制定了数据基础设施参考 架构、明确了"三统一"的互联互通要求,提出了匿名化处理等9项重点技术规范。 8月14日,国新办举行发布会介绍"十四五"时期数字中国建设发展成就。国家数据局局长刘烈宏表 示,"十四五"时期数字中国建设有力支撑了我国经济社会高质量发展。展 ...
海南立法支持民营经济在自贸港大显身手
Shang Hai Zheng Quan Bao· 2025-08-13 17:48
Core Viewpoint - The "Regulations on Promoting the Development of the Private Economy in Hainan Free Trade Port" (referred to as "Regulations") has been officially implemented, marking the first local legislation in China aimed at promoting the private economy following the promulgation of the Private Economy Promotion Law. This legislation provides legal support for private enterprises in Hainan to seize opportunities and respond to challenges in the context of trade liberalization [1][2]. Group 1: Fair Competition and Policy Support - The Regulations ensure fair competition by stipulating equal access to various production factors and public service resources, and by prohibiting entry barriers and restrictions against private economic organizations in public resource transactions [1]. - The Regulations empower private economic organizations to participate in the development of Hainan's four leading industries and key project construction, ensuring equal enjoyment of tax incentives and other benefits under the Hainan Free Trade Port policies [1]. Group 2: Financial Support Measures - The Regulations include multiple financial support measures, mandating the establishment of a government financing guarantee system and requiring banks to provide loans secured by accounts receivable, warehouse receipts, equity, and intellectual property [2]. - Financial institutions are required to treat private economic organizations equally in terms of guarantees, credit, and risk management, and are prohibited from imposing discriminatory thresholds or unreasonable credit conditions [2]. Group 3: Implementation and Future Measures - The Hainan Provincial Development and Reform Commission is focused on ensuring that policy benefits reach private economic organizations by addressing market access, government-enterprise communication, and supporting policies [3]. - Hainan is actively implementing 22 special measures to relax market access and is researching the introduction of a second batch of measures [3].
浙江丽水:“两山”转化引领山区共富新范式
Zhong Guo Xin Wen Wang· 2025-08-13 12:52
Core Viewpoint - Lishui City has successfully implemented the "Green Mountains and Clear Water are Gold and Silver Mountains" philosophy for 20 years, achieving top rankings in ecological environment indices in Zhejiang Province and becoming a model for ecological and economic integration in China [1][3]. Group 1: Ecological Achievements - Lishui has maintained the top position in ecological environment indices for 20 consecutive years, being the only city in China with both air and water quality in the top ten [1]. - The city has transformed former mining sites into cultural spaces, enhancing local tourism and benefiting surrounding businesses [3][5]. - The "Lishui Mountain Farming" brand has achieved over 16 billion yuan in sales in the past three years, showcasing the economic potential of ecological products [6]. Group 2: Economic Development - Lishui has developed 175 homestays in Yunhe County, with an average annual revenue exceeding 200,000 yuan per household, demonstrating the economic benefits of ecological restoration [5]. - The city is constructing a 100 billion yuan industry cluster focused on high-tech sectors, including semiconductors and digital economy, leveraging its ecological advantages [7]. - The introduction of the "Ecological Product Value (VEP) Assessment and Application Guidelines" aims to create a comprehensive evaluation system for ecological assets, enhancing market-driven approaches [6][7]. Group 3: Future Plans - Lishui aims to continue improving ecological quality and promoting the development of ecological industry chains, positioning itself as a leader in green development [7]. - The city plans to enhance its ecological governance mechanisms to ensure shared ecological benefits for the community [7].
*ST广道龙虎榜:营业部净卖出76.29万元
Zheng Quan Shi Bao Wang· 2025-08-13 12:27
(原标题:*ST广道龙虎榜:营业部净卖出76.29万元) *ST广道(839680)今日平盘报收,全天换手率26.57%,成交额1.15亿元,振幅13.33%。龙虎榜数据显示,营业部席位合计净卖出76.29万元。 北交所公开信息显示,当日该股因日换手率达26.57%上榜,营业部席位合计净卖出76.29万元。 证券时报•数据宝统计显示,上榜的前五大买卖营业部合计成交2017.66万元,其中,买入成交额为970.68万元,卖出成交额为1046.98万元,合计 净卖出76.29万元。 具体来看,第一大买入营业部及卖出营业部均为东方财富证券股份有限公司拉萨东环路第二证券营业部,买入金额为261.20万元,卖出金额为 210.03万元。 ★ 跟踪:中证数字经济主题指数 近五日涨跌:2.61% 市盈率: 62.21倍 近半年该股累计上榜龙虎榜23次,上榜次日股价平均涨1.05%,上榜后5日平均跌2.97%。(数据宝) *ST广道8月13日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉 ...
2025年上半年各省经济成绩单:中西部地区快速增长,东部地区韧性仍存
Zhong Cheng Xin Guo Ji· 2025-08-13 09:48
Economic Growth - In the first half of 2025, the GDP growth rate continued the "East low, West high" pattern, with the average GDP growth rate of the eastern region at 5.3%, lagging behind the central (5.5%) and western (5.6%) regions[6] - The top five provinces accounted for 40% of the national GDP, with the top ten provinces making up 61.6%[13] Industrial Performance - The industrial added value in the central and western regions grew by 7.9% and 8.2%, respectively, surpassing the national average of 6.4%[31] - Eastern provinces saw stable industrial growth at 7.1%, supported by rapid development in high-tech manufacturing and digital economy integration[27] Investment Trends - Fixed asset investment in the central and western regions outpaced the national average, with a growth rate of 6.6%, exceeding the national level by 3.8 percentage points[40] - Eastern regions experienced a decline in real estate investment, with a drop of 9.7%, significantly impacting overall investment growth[40] Consumption Patterns - The central region led the nation in retail sales growth at 6.2%, while the eastern region lagged behind at 4%, influenced by weak wealth effects and income expectations[49] - Hainan's retail sales surged by 11.2%, driven by tourism and new consumption policies[52] Export Dynamics - The central and western regions achieved double-digit export growth rates of 15.5% and 17.5%, respectively, while the eastern region's export growth was only 1.4% due to intensified US-China trade tensions[60] - Guangdong's exports grew by just 1.1%, significantly below the national average, affected by trade policies and global consumption downturns[60] Import Trends - In the first half of 2025, 21 provinces experienced negative import growth, particularly in the eastern and northeastern regions, with a 5.3% decline in the eastern region[66] - Some provinces in the central and western regions saw positive import growth, driven by resource products, with Anhui and Gansu achieving import growth rates of 13.4% and 30.3%, respectively[66] Future Outlook - Economic growth pressure is expected to increase in the second half of 2025, with the eastern region facing challenges from weak demand and real estate market uncertainties[71] - The central region is anticipated to maintain strong investment demand, benefiting from infrastructure projects and industrial transfers from the east[71]
2025万亿城市大洗牌!福州泉州双星闪耀 烟台增速领跑 谁将成下一个“黑马”?
Sou Hu Cai Jing· 2025-08-13 03:14
2025年,中国经济版图迎来新一轮"万亿城市"竞争白热化阶段。随着上半年GDP数据揭晓,全国27座万亿城市排名尘埃落定,前十强稳坐"头部阵营",而第 11至20名的争夺战则硝烟弥漫——济南、南通、福州、合肥、西安、佛山、泉州、东莞等城市GDP差距不足千亿,任何微小波动都可能引发排名"地震"。 在这场没有硝烟的较量中,谁在逆势突围?谁又暗藏潜力?本文将深度解析万亿城市格局,揭秘未来经济新引擎。 前十强"稳如泰山":上海北京双核驱动,苏州杭州紧追不舍 在27座万亿城市中,上海、北京以超2万亿元的GDP总量稳居"第一梯队",深圳、广州、重庆、成都、杭州、南京、武汉、苏州则组成"8000亿至2万亿"的 第二梯队,形成中国经济最坚实的"压舱石"。这些城市凭借金融、科技、制造等领域的绝对优势,构建起难以撼动的竞争壁垒。例如,上海上半年第三产业 增加值突破1.2万亿元,占GDP比重超75%,成为全球资源配置的核心枢纽;苏州则以2.3万亿元的工业总产值领跑全国,高端装备、生物医药等产业集群效 应显著。 前十强的稳定,源于长期积累的产业厚度与政策红利。北京的中关村、上海的张江科学城、深圳的粤港澳大湾区……这些城市通过国家级战略 ...
浙江温州鹿城区招商引资扩量提质
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-12 23:19
今年以来,浙江省温州市鹿城区坚持"项目为王"导向,锚定"扩量、提质、增效"目标,进一步提升招商 工作实绩,截至目前,新落地超亿元产业项目11个、超10亿元单体制造业项目2个;到位实际使用外资 6331万美元,完成率154.41%,排名全市第一;引育总部项目13个。 瞄准人工智能、数字经济、生产性服务业、新质生产力等重点发展领域,深化"一把手"主动出击促招商 工作。今年以来,上门对接高德地图、强脑科技、晶泰科技等30余个优质项目,通过高层对话、高效洽 谈,成功促成与长轻健康集团、赛特机器人等平台及企业的合作,为后续工作蓄势赋能。 持续深耕北上深杭渝五地外派招商引智工作,实施定向管理、科室联动研判模式,累计研判项目60余 个。今年以来,已收集超百条项目信息,其中傲镭射线、瓦徕机器人等项目已明确合作方案,此外与璞 跃中国、人工智能学会、同济大学技术转移中心等行业头部企业及知名社会组织的洽谈工作稳步开展。 以机制为"引擎",驱动项目"速"落地。依照"重点在谈项目""已签约项目""已落地已终止项目"三大模 块,列明时间节点、任务目标和难点问题,以高频次、高效率地信息反馈,构建项目推进快速响应体 系。今年以来,推进项目市 ...