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大涨3.6%!大数据产业ETF领跑市场!重磅利好政策迭出+阿里全球扩张布局,516700创2年多新高!
Xin Lang Ji Jin· 2025-09-25 11:49
或由于重磅利好政策迭出+阿里全球扩张布局,今日(9月25日)聚焦数据安全领域的大数据产业ETF (516700)场内涨幅盘中上探4.59%,收涨3.6%,收盘涨幅霸居全市场ETF第二,上探2023年6月以来的 阶段高点,全天成交额近4000万元,环比激增426%。 值得关注的是,大数据产业ETF(516700)场内宽幅溢价,收盘溢价率达0.35%,显示买盘资金更为强 势!伴随成交放量,或有资金进场布局! 成份股方面,天下秀、浪潮信息涨停,中科曙光、用友网络涨超6%,科华数据、拓尔思、易点天下等 个股跟涨。 1、政策方面,商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》, 支持在自贸试验区、海南自由贸易港等地区建立国际数据中心和云计算中心,面向各类有需求的企业提 供数据处理服务。 此前,9月22日,国内首部聚焦于数据安全与个人信息保护社会责任的国家标准——《数据安全技术 数 据安全和个人信息保护社会责任指南》发布,为各类组织在数据安全领域的创新实践,提供了"如何 做"的清晰路径。 2、企业方面,阿里巴巴在云栖大会宣布追加投入AI基础设施建设,计划在巴西、法国等地新建云计算 地域节点并 ...
数聚产业动能 智启发展新篇 ——二〇二五中国国际大数据产业博览会综述
Ren Min Ri Bao· 2025-09-01 22:07
Group 1 - The 2025 China International Big Data Industry Expo concluded in Guiyang, attracting over 55,000 attendees and featuring 375 domestic and international exhibitors [1] - The expo focused on creating a platform for supply-demand matching in digital economy innovation, showcasing digital solutions and experiences [1] - A key theme was the market-oriented reform of data factor allocation, highlighted by the Data Trading Ecology Conference co-hosted by three data exchanges [1] Group 2 - The expo featured over 1,300 new products, technologies, and solutions, with a professional exhibition area of 60,000 square meters [2] - Attendees experienced cutting-edge technologies such as AI models, data security, and smart terminals, with 91,000 visitors participating in the exhibition [2] - The Southern Power Grid Company showcased its integration of data elements and AI technologies, claiming to have developed 292 industry-specific AI applications [2] Group 3 - This year marked the 11th successful hosting of the expo, which released 90 items including theoretical reports, industry standards, and technical achievements [3] - The event also hosted three key competitions focused on data industry and AI security, planning 100 digital economy projects that attracted investments totaling 46.336 billion yuan [3]
2025中国国际大数据产业博览会开幕 375家中外企业参展
Xin Hua Wang· 2025-08-28 10:25
Group 1 - The 2025 China International Big Data Industry Expo opened in Guiyang, with over 16,000 registered guests and 375 participating companies [1] - The theme of the expo is "Data Aggregates Industrial Momentum, Intelligent Initiates New Development Chapter," featuring 26 exchange activities and 34 special events [1] - The National Development and Reform Commission predicts that by the end of this year, the added value of the digital economy is expected to reach approximately 49 trillion yuan, accounting for about 35% of GDP [1] Group 2 - The core industries of the digital economy have already met the "14th Five-Year Plan" target for GDP contribution [1] - The total scale of intelligent computing in the country has reached 78 million PFlops, ranking second in the world, with 80% of this capacity concentrated in eight national hub nodes [1] - The operational costs of data centers in the western region are approximately 50% to 70% lower than those in the eastern region [1] Group 3 - By 2024, the digital industry scale in Guizhou is projected to exceed 250 billion yuan, with a year-on-year growth of 18.3%, positioning Guizhou as a vital hub for the "East Data West Computing" initiative [1] - The expo features six main thematic pavilions, showcasing new technologies, products, and applications in the digital economy [2]
“国际化、专业化、产业化” 2025数博会将举办36场系列活动
Zhong Guo Xin Wen Wang· 2025-08-20 17:42
Core Points - The 2025 China International Big Data Industry Expo (2025 Data Expo) will focus on "internationalization, specialization, and industrialization" with 36 series activities planned [1] - The series activities will enhance representation from national ministries, local governments, leading enterprises, and industry associations [2] - The activities will emphasize national perspectives, enterprise roles, local characteristics, and regional cooperation [3] Group 1: National Perspective - The series activities will focus on the national data strategy, promoting the implementation of national strategies in the digital field [2] - Key discussions will include important meetings from the National Data Bureau and exchanges on cutting-edge technologies like artificial intelligence and smart vehicles [2] Group 2: Enterprise Role - Enterprises will play a central role in the series activities, being involved in theme determination, event planning, and execution [2] - A total of 23 specialized activities will be organized, focusing on new technologies, products, and models [2] Group 3: Local Characteristics - The activities will implement the "East Data West Computing" project, establishing a national integrated computing network hub in Guizhou [2] - Local特色活动 will be conducted to provide regional experiences in digital economy, data element markets, and trusted data spaces [2] Group 4: Regional Cooperation - The series activities will promote collaboration among departments, central and local governments, and enterprises in fields like intelligent computing and low-altitude economy [3] - Business negotiation activities will be organized to convert the brand influence of the expo into real productivity [3]
金融监管总局发布通知 优化保险资金重大股权投资行业范围
Ren Min Ri Bao· 2025-08-08 07:26
Core Viewpoint - The Financial Regulatory Bureau has issued a notice to regulate major equity investments by insurance funds in unlisted companies, optimizing the scope of investment activities [1] Group 1: Investment Scope - Insurance groups and companies can invest in both insurance-related and non-insurance financial enterprises, as well as sectors related to insurance business such as elderly care, healthcare, automotive services, technology, big data, and modern agriculture [1] Group 2: Management and Compliance - Insurance institutions are required to enhance overall management of invested enterprises, establish sound decision-making processes and authorization management mechanisms, and strengthen internal control management to ensure accountability [1] Group 3: Transition Period - A five-year transition period is set for existing businesses that do not comply with the new requirements, during which insurance institutions must develop and implement rectification plans after regulatory approval [1] Group 4: Risk Assessment - The Financial Regulatory Bureau stated that the risks associated with major equity investments by insurance funds are generally controllable, highlighting positive outcomes in achieving industrial synergy, resource sharing, and enhancing professional operational capabilities [1]
2025 数博会新闻发布会在京召开,“三化”特色抢先看!
Huan Qiu Wang· 2025-07-22 08:38
Group 1 - The 2025 China International Big Data Industry Expo will be held from August 28 to 30 in Guiyang, Guizhou Province, organized by the National Data Bureau and the Guizhou Provincial Government [1] - The theme of the expo is "Data Aggregates Industrial Momentum, Intelligent Initiates New Development Chapters," focusing on showcasing the integration of data elements and artificial intelligence technology [1] - The expo aims to promote the efficient aggregation and value release of data resources, injecting strong momentum into industrial upgrading and high-quality economic development [1] Group 2 - The expo emphasizes three main characteristics: internationalization, specialization, and industrialization [2] - An international supply-demand docking cooperation exhibition area will be established to facilitate international exchanges and provide digital solutions [2] - The event will feature specialized exhibition areas for data infrastructure, data trading, and artificial intelligence, along with discussions on market-oriented reforms of data elements [2] Group 3 - The expo will host over 20 exchange activities focusing on data elements, data industry, digital economy, data infrastructure, and international cooperation [3] - Six themed exhibition halls will be set up to showcase new technologies, products, solutions, and applications in the digital economy [3] - Various activities such as customized exhibitions, technical seminars, and enterprise result releases will be organized to promote deep integration between the real economy and digital economy [3]
资源型城市数字化转型
Jin Rong Shi Bao· 2025-07-08 03:22
Group 1 - The core idea is that Luliang, a city in Shanxi, is transitioning from a resource-dependent economy to a digital economy, with a focus on integrating digital technology into its key industries [1] - Luliang has 210 big data enterprises with a total revenue of 17.12 billion yuan, indicating significant growth in the digital sector [1] - The People's Bank of China Luliang Branch has established a communication channel with the Luliang Data Bureau to support the financial needs of big data enterprises and digital transformation projects [1] Group 2 - Financial institutions are encouraged to accelerate their digital transformation to enhance the accessibility and inclusivity of financial products while maintaining effective risk control [2] - The Luliang Agricultural Credit Institution has developed a "Grid Service System" using the DingTalk platform to improve customer information management and target customer identification [2] - By May 2025, the accounts receivable financing service platform facilitated 60 transactions amounting to 1.296 billion yuan, providing online financing services to 37 small and micro enterprises [2] Group 3 - The People's Bank of China Luliang Branch has issued 12.89 million yuan in "Lushudai" loans, which has led to a total of 263 million yuan in loans to 26 big data enterprises [3] - Digital regulation and interest rate policy enforcement are being strengthened to ensure transparency in financing costs and to monitor the pricing mechanisms of financial institutions [3] - Continuous follow-up on the financing conditions of big data enterprises supported by "Lushudai" is being conducted to address any issues related to high financing costs [3]
金融科技迎政策利好!发挥海量金融数据优势,大数据产业ETF(516700)盘中涨超1%,冲击日线3连阳!
Xin Lang Ji Jin· 2025-06-25 02:40
Group 1 - The big data industry continues to show activity, with companies like Aofei Data and Kehua Data rising over 5% [1] - The big data industry ETF (516700) is actively trading, with a morning increase of 1.02%, aiming for a third consecutive day of gains [1] - The People's Bank of China plans to develop a new stage financial technology development plan to enhance financial digitalization and intelligence [3] Group 2 - CITIC Construction Investment Securities notes that the domestic third-party payment industry is experiencing a continuous improvement in industry prosperity due to supply-side clearing and demand-side warming [4] - The payment sector is expected to see new growth points from service expansion and infrastructure development, particularly in cross-border payment systems [4] - The "golden triangle" of the Xinchuang industry is being built through policy support, AI empowerment, and the urgent need for domestic alternatives [4] Group 3 - The big data industry ETF (516700) tracks the CSI Big Data Industry Index, focusing on sectors like data centers and cloud computing [6] - Investors interested in technology self-reliance should pay attention to three catalysts: high-level calls for technology leadership, the activation of digital productivity, and the acceleration of the Xinchuang 2.0 wave [7] - The Xinchuang ETF (562030) covers core segments of the Xinchuang industry chain, including hardware, software, and information security, and is characterized by high growth and elasticity [7]
中证大数据产业指数上涨1.41%,前十大权重包含浪潮信息等
Jin Rong Jie· 2025-06-23 12:28
Core Viewpoint - The China Securities Index for the big data industry has shown a decline over the past month, three months, and year-to-date, indicating potential challenges in the sector [2]. Group 1: Index Performance - The China Securities Big Data Industry Index rose by 1.41% to 2782.91 points with a trading volume of 22.184 billion yuan on June 23 [1]. - Over the past month, the index has decreased by 4.79%, by 18.02% over the last three months, and by 3.58% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in big data storage, analysis, operations, production, and applications, reflecting the overall performance of listed companies in the big data sector [2]. - The top ten weighted companies in the index are: Zhongke Shuguang (10.63%), Keda Xunfei (9.87%), Inspur Information (5.41%), Unisplendour (4.97%), Hengsheng Electronics (4.91%), Runze Technology (3.26%), Tuo Wei Information (3.23%), China Software (3.0%), China Great Wall (3.0%), and Yonyou Network (2.84%) [2]. Group 3: Industry Breakdown - The index's holdings are primarily in the information technology sector (74.94%), followed by communication services (23.52%), and industrials (1.54%) [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Public funds tracking the index include: Fuguo China Securities Big Data Industry Link A, Fuguo China Securities Big Data Industry Link C, Huaxia China Securities Big Data Industry Link A, Huaxia China Securities Big Data Industry Link C, Fuguo China Securities Big Data Industry ETF, Huaxia China Securities Big Data Industry ETF, and Huabao China Securities Big Data Industry ETF [3].
笃行不怠展新颜 锦绣潇湘绽芳华——美丽湖南建设综述
Core Viewpoint - Hunan province has made significant progress in ecological civilization construction, focusing on pollution prevention and ecological restoration, leading to improved environmental quality and the successful implementation of the "Beautiful Hunan" initiative [2][10][33]. Group 1: Ecological Protection and Restoration - Hunan has implemented a comprehensive approach to ecological protection, including the "One River, One Lake, Four Waters" system governance, which emphasizes the protection of the Yangtze River and Dongting Lake [3][14]. - By the end of 2024, Hunan has established 26 national ecological civilization demonstration zones and 9 innovative practice bases for "Green Mountains and Clear Waters are Invaluable Assets" [3][14]. - The province's forest coverage rate is 53.15%, and the wetland protection rate is stable at over 70.54% [15]. Group 2: Pollution Control Initiatives - Hunan has launched several targeted actions, including the "Spring Breeze Action," "Summer Offensive," "Guarding Blue Sky," and "Sword Action," to continuously improve air and water quality [17]. - In 2024, the proportion of days with good air quality in Hunan is projected to be 89%, exceeding the national average by 1.8 percentage points [18]. - The province has achieved a 98.6% compliance rate for Class I-III water quality in 147 national monitoring sections, with no Class V water bodies [19]. Group 3: Industrial Transformation and Economic Development - Hunan is promoting the transformation of traditional industries, such as steel and non-ferrous metals, towards low-carbon processes and digital transformation [24]. - The Dongjiang Lake Data Center has become a model for energy efficiency, utilizing cold water resources to achieve a PUE value below 1.2, which is among the best in the country [25]. - The province is actively developing strategic emerging industries, including new energy and energy-saving sectors, to drive economic growth through green and low-carbon initiatives [24][25]. Group 4: Community and Economic Benefits - The ecological restoration efforts have led to increased public satisfaction with environmental quality, which has improved for three consecutive years [20]. - Hunan's initiatives have resulted in the creation of new economic opportunities, such as eco-tourism and sustainable agriculture, benefiting local communities [32]. - The province has established a carbon credit system, "Xianglin Carbon Ticket," to monetize ecological resources, providing direct benefits to local farmers [27].