南方财经记者赵晓晨 实习生陈乐怡 2025年"数据要素×"大赛广东分赛正在火热进行中。广东分赛由国家数据局指导，广东省政务服务和数 据管理局主办，广州、深圳、珠海、东莞、江门、阳江等6个地市政务服务和数据管理局承办，广东省 数据要素产业协会执行。 目前，江门已建立起广州数据交易所（江门）服务基地、深圳—江门高新（江海）数据要素服务工作站 等体系，建成国家超级计算广州中心江门分中心、江门智算中心等，为数据处理与应用提供了强大支 撑。此外，江门还利用制造业数字化转型带来的海量数据资源和应用场景优势，拥有166家数字化转型 服务商入池资源池，343项重点推广产品覆盖15条重点产业链，为中小企业转型提供丰富支持。 由此可见，江门承办"数据要素×文化旅游"赛道已筑牢根基。此次赛事由江门市人民政府、广东省政务 服务和数据管理局指导，江门市政务服务和数据管理局、开平市人民政府、江门市文化广电旅游体育局 主办。 在赛题设置上，八大赛题围绕旅游、文化遗产保护和传承领域的难点、痛点，推动文化旅游行业的海量 数据资源共享、开发、应用，创新数字化解决方案或应用。 运用前沿技术，实现对文物进行全方位数字化保护与复原是新时代文化保护的重 ...

Group 1: Disease Outbreak - The number of confirmed cases of Chikungunya fever in Shunde District, Foshan, has reached 2,934, with a significant increase of 463 cases reported in one day [1] - The outbreak began on July 15, with 478 cases reported on the first day, indicating a rapid rise in cases over a short period [1] - The World Health Organization has reported that 119 countries and regions have identified Chikungunya virus transmission, affecting approximately 5.5 million people [1] Group 2: Satellite Internet - Shanghai Yuanxin Satellite has announced a tender for rocket launch services, requiring a total of 94 satellites to be launched by 2026, with a contract value of 1.336 billion yuan [2] - This tender follows a previous announcement for nine launch services earlier in the year, indicating a significant acceleration in the construction of the Thousand Sails constellation [2] - The market for satellite internet in China is projected to reach nearly 100 billion yuan in the next five years, with the private rocket market expected to exceed 30 billion yuan [2] Group 3: AI and Computing Power - The computing power sector is experiencing increased interest, with several companies seeing significant stock price increases ahead of the World Artificial Intelligence Conference [3] - Huawei is set to showcase its Ascend 384 super node technology, which features the largest scale of 384 card high-speed bus interconnection in the industry [3] - The demand for PCB (Printed Circuit Board) is expected to grow due to the recovery in electronic demand and the rise of AI and high-speed communication technologies [3] Group 4: Data Elements - The data elements sector has seen stock price increases, with several companies reaching their daily limit [4] - The National Data Bureau plans to enhance the marketization of data elements, focusing on creating a closed-loop ecosystem for data labeling, high-quality datasets, models, and application scenarios [4] - The market for RWA (Real World Assets) is expected to grow significantly, with increasing demand for standardized data assets across various sectors [4] Group 5: Electronic Identification - The Ministry of Public Security is promoting the electronicization of identification documents, aiming to streamline data sharing and business collaboration across departments [5] - The market for electronic identification is projected to exceed 100 billion yuan by 2025, with expectations of rapid growth in the following years [5] - The integration of technologies such as blockchain and biometrics is anticipated to enhance the application of electronic identification in various sectors [5] Group 6: Low Altitude Economy - The "Low Altitude Economic Infrastructure Framework Guide (2025 Edition)" has been officially released, outlining a multi-level indicator system for low-altitude infrastructure [6] - The low-altitude economy is recognized as a strategic emerging industry, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 3.5 trillion yuan by 2035 [6] - The development of the low-altitude economy is driven by policies, technology, and market forces, leading to significant capital investment and industry collaboration [6]

Group 1 - The conference titled "Data-Driven Industrial Upgrade and Innovation Practice Seminar" was held in Kunming, focusing on activating traditional industries through data elements [1] - The event was organized by various institutions including Yunnan Provincial Business Association and Tsinghua University, with participation from multiple companies [1] - Keynote speeches highlighted the importance of data elements in industrial upgrades and the strategic planning for developing the data industry in Yunnan [2] Group 2 - Notable presentations included topics on digital transformation, AI's impact on enterprise competitiveness, and the role of data consulting in enhancing industrial competitiveness [2] - The conference featured a launch of a training program for cultivating composite data talents, and strategic cooperation agreements were signed between companies [3] - A project promotion and investment negotiation session attracted over 30 companies, facilitating effective project and funding connections [3]

周一，截至收盘，沪指涨0.27%，收报3519.65点。沪深两市成交额14588亿元，较上周五缩量2534亿元。今日市场做多情绪有所下降。 每经编辑｜吴永久 盘面上，RDA概念股延续强势，中远海科、市北高新、绿地控股等涨停，白银板块表现强劲，湖南白银涨停。稀土龙头两个涨停后，今日放量冲高回 落；银行股冲高回落。 券商研报认为，上海数据交易所首次提出RDA(Real Data Assets)新范式，更强调锚定实数融合的实体资产，更强调数据对其他实体资产的真实性校验和价 值提升等作用，RDA一方面可以帮助数据要素市场化、价值化进程加速，另一方面可以推动数据要素和其他要素的联动发展，提升实体资产和资本的对 接效率，促进新质生产力发展，推动实体经济和数字经济深度融合制度落地。 在每日经济新闻App举办的掘金大赛第66期比赛中，今天是本期比赛的第一天，目前比赛正在火热进行中，多位选手跑步入场。 参赛高手认为，目前A股存在两种盈利模式，一种是交易情绪，标的主要是一些概念股，游资量化主导，短线大涨大跌，所以散户不一定好把握。还有一 种是基本面逻辑硬，并且也有业绩支撑的板块，这些板块由机构资金主导，股价走的是长牛，散户更易把 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report emphasizes the significance of RDA (Real Data Assets) in promoting the marketization and value realization of data elements, enhancing the efficiency of connecting physical assets and capital, and fostering the deep integration of the real economy and digital economy [4][5] - RDA encapsulates data assets and their associated physical assets, forming a new asset type that leverages the multiplier effect of releasing the value of physical assets [6] Summary by Sections Industry Overview - The report highlights a projected industry performance that is expected to surpass the overall market [1][11] RDA Characteristics - RDA features include real-number integration, transparency, reliable returns, value reconstruction, and ecological collaboration, which collectively aim to break through the financing bottlenecks of physical assets [5] Investment Recommendations - Recommended companies benefiting from RDA include Zhuoyi Information, Hehe Information, Lais Information, and others, with a focus on those that can leverage the new asset forms created by RDA [6]

Group 1 - The 2025 Global Digital Economy Conference focused on accelerating data value release through reform and innovation, promoting high-quality development of the data factor market [1] - The establishment of the "Smart Beijing Innovation Center" was announced, which will support cross-industry data integration and application scenario innovation [1] - Beijing has been approved to create a national data factor comprehensive pilot zone, with a framework called "243" to enhance data infrastructure and market-oriented reforms [1] Group 2 - The construction of a data circulation and utilization value-added collaboration network was highlighted, integrating technologies such as blockchain and privacy-preserving computing, with over 5,000 data sources connected [2] - A cooperation agreement for national data infrastructure pilot construction was signed by seven cities, including Beijing and Shanghai, promoting regional data standardization [2] - The forum emphasized the need for high-quality datasets in AI applications, launching initiatives to develop a comprehensive system for high-quality data set utilization [2]

近期，国家数据局表示，我国部署10个国家数据要素综合试验区（北京、浙江、安徽、辽宁、山东、河南、湖 北、湖南、海南、贵州），支持各地在培育经营主体、繁荣壮大数据市场等方面开展先行先试，全面释放实体经 济和数字经济融合效能。 文｜数据猿 IDC预测：2025年全球将产生213.56ZB数据，到2029年将增长一倍以上达到527.47ZB；其中，中国市场2025年将 产生51.78ZB数据，到2029年增长至136.12ZB。 面对如此庞大的数据，如果可以充分利用，发挥它的价值，它就是金矿；如果不能，它就是废铁。 多点连线，聚势成风 十个试验区作为我国数据要素先行先试的代表，在发展数字经济方面拥有共同的优势。 十个试验区分布于我国东部、南部，以点连线，覆盖了包括京津冀、长三角在内的核心发展区域，拥有丰富的数 据资源与良好的产业发展基础，未来可以更好地以区域试点经验反哺全国，推动构建统一大市场。 数据要素的流通需要区域间协同合作，十个试验区地理位置相近，且覆盖了工业（辽宁）、农业（山东、河 南）、商贸（浙江）等较为全面的产业集群，利于数据要素试验在多行业发挥作用。十个试验区的联动可优先建 立起初步的中国数据要素市场 ...

把握数字经济发展新趋势，激发数据要素创新潜能，努力抢占数字经济未来发展制高点，将为新质生产 力培育、推动我国经济高质量发展带来更多惊喜 数字经济时代，数据作为生产要素的价值日益凸显。近日，国家数据局发布消息，我国将在北京、浙 江、安徽等地部署建设10个国家数据要素综合试验区，支持各地在培育经营主体、繁荣壮大数据市场等 方面开展先行先试，全面释放实体经济和数字经济融合效能。 当前，新一轮科技革命和产业变革深入发展，把握数字经济发展新趋势，激发数据要素创新潜能，努力 抢占数字经济未来发展制高点，将为新质生产力培育、推动我国经济高质量发展带来更多惊喜。 《 人民日报 》（ 2025年06月16日 19 版） 数字技术是培育壮大新兴产业的有力手段。比如，开发新型高温合金材料，以往科研人员需要在十几种 合金元素的排列组合中试错。中国钢研团队在深入研究材料机制基础上，采用高通量实验和计算技术构 建了专用的"材料数据工厂"。与人工智能等技术融合，高效设计出具有增材适用性的高温合金成分，将 依靠传统方法通常要10年以上的工作，压缩到1年甚至几个月内。在未来的材料研发中，大数据将发挥 越来越重要的作用。 随着"人工智能+"成为 ...

Core Viewpoint - The article discusses the recent release of the "Opinions on Deepening Reform and Innovation in Shenzhen Comprehensive Reform Pilot" which positions Shenzhen at the forefront of reform and opening-up, emphasizing innovation and the integration of various sectors [1][4]. Group 1: Innovation and Reform - The "Opinions" encourage Shenzhen to address systemic and technical barriers in education, technology, and talent, aiming to enhance innovation efficiency and develop emerging industries through detailed institutional reforms [1][3]. - Shenzhen is tasked with exploring new mechanisms for research and development institutions, including market-oriented salary management and reforming research funding management to attract top global talent [2][3]. Group 2: Talent Development - The document highlights the importance of integrating education, technology, and industry to cultivate high-quality, interdisciplinary engineering talent, emphasizing collaboration between universities and enterprises [3][4]. - It also calls for reforms in vocational training and advanced manufacturing to ensure effective alignment between industry needs and skill development [3]. Group 3: Industry Applications - Shenzhen is assigned to explore mechanisms for the application of artificial intelligence in medical devices, reforming management systems for unmanned aerial vehicles, and advancing market-oriented data element allocation [3][4]. - These sectors are identified as having significant market potential but face challenges due to a lack of mechanisms, rules, and standards, which Shenzhen aims to address [3]. Group 4: Strategic Positioning - The "Opinions" emphasize Shenzhen's strategic role as an international technology innovation center, advocating for institutional exploration and innovation across various fields to promote technological and institutional synergy [4]. - The document outlines a top-level design for Shenzhen's reform and development, aiming for high-quality growth and replicable experiences in reform practices [4].

Core Viewpoint - The recent issuance of the "Opinions" by the Central Committee and the State Council emphasizes the need for institutional reforms in Shenzhen to enhance innovation efficiency and capabilities, aiming for effective collaboration between industry, academia, and research [1][4]. Group 1: Institutional Reforms - The "Opinions" encourage Shenzhen to address systemic barriers in education, technology, and talent, and to strengthen the integration of innovation chains, industrial chains, financial chains, and talent chains [1][2]. - The focus of the new round of reforms is on innovation, with specific tasks aimed at improving innovation efficiency and developing emerging industries [1][3]. Group 2: Role of Enterprises - Enterprises are highlighted as the main players in technological innovation, positioned at the forefront of technological and industrial changes, which allows them to identify problems and directions [2]. - The "Opinions" propose exploring market-oriented management systems for new research institutions and reforming research funding management to attract top global talent to Shenzhen [2]. Group 3: Education and Talent Development - The "Opinions" call for reforms in educational methods, school models, management systems, and support mechanisms to promote deep integration of technology, education, and industry [3]. - There is a specific emphasis on the joint cultivation of high-quality, interdisciplinary engineering talent between universities and enterprises, as well as the integration of vocational training with advanced manufacturing [3]. Group 4: Industry-Specific Initiatives - Shenzhen is tasked with exploring mechanisms for the application of AI-assisted medical devices, reforming management systems for unmanned aerial vehicles, and advancing market-oriented data element allocation [3]. - These three sectors are identified as having significant market potential, but face challenges due to a lack of mechanisms, rules, and standards [3]. Group 5: Strategic Positioning - The "Opinions" underscore Shenzhen's strategic positioning as an international technology innovation center, focusing on institutional exploration and innovation across various fields [4]. - The document outlines a top-level design that aligns with market development laws and technological transformation characteristics, aiming for a collaborative development path among technological innovation, institutional innovation, and industrial growth [4].