证券时报记者 吴少龙 11月20日，广东省政府正式印发《广东省国家数字经济创新发展试验区建设方案（2025—2027 年）》，明确提出到2027年，将广东打造为国际一流数字经济发展高地，将粤港澳大湾区建设为全球数 字化水平最高的湾区。 锚定这一目标，《方案》提出了一系列具体指标：到2027年，数字经济发展水平稳居全国首位，数 字经济核心产业增加值占GDP比重超过16%，打造3个具有国际竞争力的万亿级数字产业集群，培育若 干高价值数字产业新赛道，数据产业规模年均复合增长率超15%，人工智能核心产业规模超过4400亿 元，规模以上工业企业数字化转型突破6万家，算力规模超过60EFLOPS（每秒浮点运算次数）。 《方案》以数据要素市场化配置改革为主线，提出六大主要任务。一是推进数据要素市场化配置改 革，强化核心要素供给。围绕构建数据基础制度新范式等三方面提出工作任务，着重推动数据要素供得 出、流得动、用得好，强化数字经济核心要素供给。 三是加快关键核心技术突破，打造国际一流数字产业集群。围绕"引领数字技术新突破"等六方面提 出工作任务，强调以数字技术突破带动数字产业"数据—算力—算法—终端"全链条创新发展，培育具有 ...

11月20日，广东省政府正式印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》， 明确提出到2027年，将广东打造为国际一流数字经济发展高地，将粤港澳大湾区建设为全球数字化水平 最高的湾区。 锚定这一目标，《方案》提出了一系列具体指标：到2027年，数字经济发展水平稳居全国首位，数字经 济核心产业增加值占GDP比重超过16%，打造3个具有国际竞争力的万亿级数字产业集群，培育若干高 价值数字产业新赛道，数据产业规模年均复合增长率超15%，人工智能核心产业规模超过4400亿元，规 模以上工业企业数字化转型突破6万家，算力规模超过60EFLOPS（每秒浮点运算次数）。 《方案》以数据要素市场化配置改革为主线，提出六大主要任务。一是推进数据要素市场化配置改革， 强化核心要素供给。围绕构建数据基础制度新范式等三方面提出工作任务，着重推动数据要素供得出、 流得动、用得好，强化数字经济核心要素供给。 二是优化数据基础设施建设布局，夯实数字经济发展底座。围绕"构建可信数据流通'一张网'""打造绿色 协同算力'一张网'""打造空天地海通信'一张网'"三方面提出工作任务。 三是加快关键核心技术突破，打造国际 ...

Core Viewpoint - The Guangdong Provincial Government has officially issued the "Guangdong Province National Digital Economy Innovation Development Pilot Zone Construction Plan (2025-2027)", aiming to establish Guangdong as a leading global digital economy hub by 2027 and to make the Guangdong-Hong Kong-Macao Greater Bay Area the highest digitalized bay area in the world [1][2] Summary by Sections Development Goals - By 2027, Guangdong aims to maintain the top position in digital economy development in China, with the core industries of the digital economy accounting for over 16% of GDP, the creation of three internationally competitive trillion-level digital industry clusters, and a data industry scale with an annual compound growth rate exceeding 15% [1] - The core industry scale of artificial intelligence is expected to exceed 440 billion, with over 60,000 large-scale industrial enterprises undergoing digital transformation and computing power exceeding 60 EFLOPS [1] Key Tasks - **Data Element Marketization Reform**: Focus on market-oriented allocation of data elements, enhancing the supply of core elements, and ensuring effective data flow and utilization [1] - **Infrastructure Optimization**: Strengthen the foundational infrastructure for digital economy development through the establishment of reliable data circulation networks and green collaborative computing networks [1][2] - **Core Technology Breakthroughs**: Accelerate breakthroughs in key technologies to foster international-level digital industry clusters, promoting innovation across the entire digital technology chain [2] - **Digital Transformation Promotion**: Advance the digital transformation of enterprises and industries, emphasizing the role of artificial intelligence in enhancing various sectors [2] - **Digital Economy Vitalization**: Support the establishment of digital finance investment funds and encourage state-owned enterprises to engage in digital economy investments [2] - **Collaborative Development**: Enhance cooperation within the Guangdong-Hong Kong-Macao Greater Bay Area and promote high-level open cooperation to elevate the province's digital economy collaboration and openness [2]

Core Viewpoint - The Guangdong Provincial Government has officially released the "Guangdong Province National Digital Economy Innovation Development Pilot Zone Construction Plan (2025-2027)", aiming to establish Guangdong as a leading global digital economy hub by 2027 [2][3]. Summary by Sections Goals and Objectives - By 2027, Guangdong aims to maintain the top position in digital economy development in China, with the core digital economy industries' added value accounting for over 16% of GDP. The plan includes creating three trillion-yuan digital industry clusters and achieving an annual compound growth rate of over 15% in the data industry [3]. Major Tasks - The plan outlines six major tasks focusing on market-oriented data element allocation reform, data infrastructure optimization, artificial intelligence empowerment, appropriate reform, and open cooperation [5][6]. - **Data Element Marketization**: Emphasizes the need for effective supply, flow, and utilization of data elements [5]. - **Data Infrastructure**: Aims to establish a reliable data circulation network and enhance collaborative computing capabilities [5]. - **Appropriate Reform**: Focuses on institutional innovation to promote healthy development of the digital economy and improve the business environment [5]. - **Core Technology Breakthroughs**: Encourages advancements in digital technology and the establishment of resilient industrial chains [6]. - **Digital Transformation**: Promotes comprehensive digital transformation across enterprises and industries, highlighting the role of AI [6]. - **Collaborative Development**: Aims to enhance cooperation within the Guangdong-Hong Kong-Macao Greater Bay Area and expand international digital economic collaboration [6]. Reform Measures - The plan includes 158 reform measures across seven key areas, focusing on addressing bottlenecks in high-quality digital economy development and promoting systemic layout and local adaptability [8]. National Context - The establishment of pilot zones, including Guangdong, is part of a broader national strategy to enhance digital economy capabilities, with a focus on key carriers such as enterprises and cities [9]. Other regions like Shanghai and Jiangsu are also implementing similar strategies to foster digital industry clusters and promote data element marketization [9].

Core Insights - Brazil's global digital competitiveness ranking has improved to 53rd among 69 major economies, rising 4 places from the previous year [1] Group 1: Performance Metrics - Brazil ranks 9th in research publication productivity, 16th in private investment in artificial intelligence, 19th in the prevalence of online public services, and 19th in smartphone penetration [1] Group 2: Challenges - High interest rates are identified as a barrier to financing in Brazil's digital industry, although they are not seen as the decisive factor [1] - The main obstacle to investment in Brazil, according to corporate feedback, is the instability of local regulatory policies [1]

Core Viewpoint - Shanxi Province has effectively completed the main objectives set in the "14th Five-Year Plan," demonstrating progress in economic transformation, energy reform, and digital economy development [1][2][3][4][5] Group 1: Economic Development - The quality and efficiency of economic development in Shanxi have steadily improved, with the added value of large-scale manufacturing and strategic emerging industries growing by an average of 8.1% and 8.7% respectively [1] - The province's innovation capability has significantly enhanced, with the transaction value of technology contracts increasing fivefold compared to 2020, achieving the best ranking since the "12th Five-Year Plan" [1] Group 2: Energy Sector - Shanxi has taken on its responsibilities as a major energy province, with over a quarter of the national coal production coming from its large-scale industrial sector during the first four years of the "14th Five-Year Plan" [2] - By the end of September this year, the proportion of installed capacity for renewable and clean energy in Shanxi reached 54.55%, with a notable reduction in coal consumption as part of the energy consumption structure [2] Group 3: Reforms and Openings - Significant reforms have been implemented, including the completion of the three-year action plan for state-owned enterprise reform and the professional restructuring of provincial coal enterprises [2] - Shanxi is transitioning from an inland region to a frontier of reform and opening up, enhancing its development vitality [2] Group 4: Environmental Protection - The province has successfully met all ecological and environmental constraints set by the national government during the "14th Five-Year Plan," achieving record levels in several indicators [3] Group 5: Carbon Neutrality Goals - Shanxi has committed to achieving carbon peak by 2030 and carbon neutrality by 2060, with a 16.1% reduction in energy consumption per unit of GDP during the first four years of the "14th Five-Year Plan," exceeding national targets [4] Group 6: Digital Economy - The provincial government has prioritized the development of the digital economy as a key driver for transformation, achieving significant progress in data infrastructure, digital industrialization, and the integration of digital and real economies [5] - The private economy in Shanxi has shown robust growth, with improvements in the business environment and innovation, making private enterprises the largest and most dynamic group in the province [5]

Core Insights - The 2025 Digital Trust Ecosystem Cooperation Conference was held in Shanghai, focusing on the theme "Building Trust through Intelligent Chains" [1] - The construction of a digital trust system supported by technologies such as digital identity, blockchain, and privacy protection is crucial for ensuring secure data circulation and promoting the orderly development of the data factor market [1][2] - Digital trust is seen as a key support for accelerating data flow and enhancing cross-domain collaboration, integrating technologies like blockchain and digital identity [2] Group 1 - The China Communications Standards Association has initiated extensive research to promote technological innovation and industry cooperation through standardization efforts [1] - The China Academy of Information and Communications Technology (CAICT) emphasizes the urgency of building a trust-centered industrial ecosystem as the digital industry continues to expand [2] - The CAICT has released the "Digital Trust Development Report" and is working on infrastructure construction and trusted blockchain evaluation services [2] Group 2 - The CAICT's Cloud Computing and Big Data Research Institute released the "Digital Trust Industry Panorama (2025)," outlining the industrial ecosystem of key technologies like blockchain and digital identity [3] - The CAICT is committed to deepening strategic cooperation with the Xuhui District and collaborating with various industry players to build an open and collaborative digital trust ecosystem [2] - The concept of digital trust is gaining recognition both domestically and internationally, with significant advancements in technologies such as quantum cryptography and privacy enhancement [2]

Group 1 - The core focus of the financial regulatory authority is to enhance financial support for new productive forces, mitigate financial risks, and strengthen collaboration between central and local regulatory bodies [1][2] - The financial regulatory authority emphasizes the importance of optimizing financial service supply to better support high-quality local economic development [1] - In Hunan, the focus is on advancing the high-end, intelligent, and green development of the manufacturing industry, particularly in sectors like advanced equipment manufacturing and digital industries [1] Group 2 - In Hubei, the regulatory authority is investigating the development of new productive forces in sectors such as integrated circuits and laser equipment, aiming to enhance the synergy between financial services and technological innovation [2] - The authority is committed to improving the financial adaptability of the economy and establishing a financial system that aligns with technological innovation [2] - There is a strong emphasis on the importance of implementing the spirit of the 20th National Congress of the Communist Party of China as a major political task for the current and future periods [2]

Core Insights - The development of digital economy and technology is recognized as a crucial engine for modernizing China and enhancing national competitiveness [2][3] - The construction of a digital and intelligent province in Henan is essential for high-quality development and efficient governance [3][5] Group 1: Digital Economy Development - The digital economy in Henan is projected to exceed 2.2 trillion yuan by 2025, contributing over 50% to GDP growth [5] - The province has made significant strides in digital infrastructure, with a computing power scale of 9.8 EFlops and a leading position in 5G network coverage [5] - Policies and initiatives have been implemented to promote digital transformation and innovation in various sectors, including manufacturing and artificial intelligence [4][5] Group 2: Governance and Efficiency - Digital governance methods, such as smart cities and digital government, are enhancing the efficiency and precision of social governance [3] - The integration of digital technologies into governance is expected to improve the overall operational efficiency of society [3][6] Group 3: Challenges and Opportunities - Despite rapid growth, Henan's digital economy faces challenges, including insufficient development in core digital industries [6] - The focus is on addressing these challenges by enhancing digital infrastructure, promoting deep integration of digital and real economies, and optimizing resource utilization [6]

Core Insights - The World Bank plans to expand its aid projects in Kenya, focusing on key sectors such as minerals, pharmaceuticals, digital economy, and energy transition [1] - The new initiative aims to enhance local pharmaceutical production capacity, develop critical mineral resources, and promote green energy and digital projects [1] - The Kenyan delegation indicated that this collaboration would help localize supply chains and boost employment growth [1] - This meeting is part of Kenya's efforts to broaden international financing channels and deepen partnerships for development [1]