Event Overview - The 2025 China International Big Data Industry Expo will be held from August 27 to 30 in Guiyang [1] - This expo is the world's first themed around big data and will feature five types of activities including professional exhibitions, opening ceremonies, industry exchanges, competitions, and special events [2] Industry Insights - The global digital economy is entering a new phase centered on the marketization of data elements and driven by intelligent technology [2] - The data industry is expected to become a significant driver for the upgrade of the digital economy, digital government, and digital society, potentially reaching a market size of nearly 200 billion yuan by 2025 [2] - Policies related to data elements are anticipated to be implemented soon, leading to a rapid development phase for data elements [2] RDA Development - The concept of RDA (Real Data Assets) has gained attention, aiming to bridge cryptocurrency and data elements [3] - A closed-door seminar on RDA was held, discussing data valuation and related topics [4] - RDA consists of three stages: asset preparation, asset issuance, and asset trading, with a focus on utilizing blockchain technology for data value realization [5] Historical Performance - Following the announcement of the 2025 expo, there was a collective movement in data element stocks, with Zhongyuan Marine Science and Technology reaching the daily limit [6] Related Companies - Notable companies participating in the expo include Huawei, Tencent, and Inspur Information, among others [9]

今年5月，由国家数据局指导、广东省政务服务和数据管理局主办的2025年"数据要素×"大赛广东分赛启 动。7月18日，2025年"数据要素×"大赛广东分赛（东莞赛站）宣贯会暨专家辅导会在宏远中天AI产业 中心举行，80余家企业超150人共同倾听行业专家解读赛道、接受一对一辅导。 积极办赛 打造数字经济新高地 东莞作为全国制造业名城、粤港澳大湾区重要节点城市，积极响应国家战略部署，以数据要素市场化配 置改革为突破口，谋划建设东莞市数据产业集聚区，全力打造数字经济新高地，以数据要素促进实体经 济和数字经济深度融合。 作为主要赛站，东莞承办了"工业制造""商贸流通""应急管理""气象服务"4个核心赛道，成为全省赛道 最多的"创新主战场"。 东莞市政务服务和数据管理局主要负责人表示，此次办赛不仅是国家推动数据要素赋能千行百业战略的 重要实践，更是东莞深化数字化转型、培育新质生产力的关键契机。期盼通过本次大赛，挖掘更多具有 创新性和实用性的应用场景，激发数据要素的创新活力，推动东莞数据产业高质量发展。 广东省数据要素产业协会作为广东分赛的执行单位，依托中国电子、南航、南网、三大运营商等央国 企，汇聚超1000名涵盖14个 ...

Group 1 - The core viewpoint of the news highlights the growth and development of the data industry in Hangzhou's Yuhang District, aiming to establish a national-level data industry cluster worth trillions within three years [2] - The Yuhang District has launched a three-year action plan (2025-2027) to promote high-quality development in the data industry, focusing on building a "National Data Industry Excellence Center" [2] - Key enterprises such as Alibaba, ByteDance, and Tonghuashun are central to the ecosystem, which includes over 10,000 specialized data companies covering the entire data industry chain [2] Group 2 - The CSI Big Data Industry Index (930902) has shown a positive performance, with a 0.99% increase as of June 9, 2025, and notable gains in constituent stocks like Yonyou Network and Chuangyue Huikang [1] - The Data ETF (516000) closely tracks the CSI Big Data Industry Index and has experienced a 3.95% increase over the past week, indicating strong market interest [1][3] - The index includes major companies involved in big data storage, analysis, and applications, such as iFlytek, Inspur, and Yonyou Network, reflecting the overall performance of listed companies in the big data sector [3]

Core Insights - The 2025 "Data Element ×" competition's Guangdong division has officially opened its registration, with a focus on various sectors including industrial manufacturing, modern agriculture, and financial services [1][2] - Zhuhai is actively promoting data element construction, including the establishment of a legal framework to support the development of a data economy [1][2] Group 1: Competition and Industry Development - The Guangdong division of the competition features 13 tracks, including technology innovation and green low-carbon initiatives, tailored to local industry advantages [1][2] - The release of the "Zhuhai Data Industry Map" marks the first comprehensive overview of the city's data industry, showcasing its current status and future potential [2][3] Group 2: Data Industry Structure - Zhuhai's data enterprises are categorized into six types: data resource, data technology, data application, data service, data security, and data infrastructure, with data application companies making up over 60% [2][3] - The city has six foundational advantages for data industry development, including an improving data governance system and expanding application scope [2][3] Group 3: Notable Companies and Innovations - Companies like Kingsoft and Zhuhai Ocean Development Group are leading the transition from process-driven to data-driven operations [3][6] - Zhuhai's cloud-based companies are focusing on modern agriculture data and AI ecosystems, with significant cost reductions and partnerships established [6][7] Group 4: Future Initiatives - The Zhuhai Data Element Industry Association aims to foster collaboration across the data industry, support digital transformation for SMEs, and establish standards for data lifecycle management [4][5] - The Zhuhai government plans to create a tailored support system for enterprises and explore data innovation application laboratories [7]

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][3] - As the first country to incorporate data as a production factor, China 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 [3] - The number of data-related enterprises in China exceeds 190,000, with the current data industry scale surpassing 2 trillion yuan [3] Data Sharing and Integration - Public data sharing is a crucial breakthrough for the marketization of data elements, with a 7.5% increase in local public data open platforms and a 7.1% rise in open data volume in 2024 [5] - The number of high-quality data sets has grown by 27.4% year-on-year, indicating a significant push towards integrating public and enterprise data [5] - The National Data Bureau is planning to establish a comprehensive data infrastructure by 2029 [5] Artificial Intelligence and Data Quality - Data has surpassed traditional production factors, becoming a core driver of AI breakthroughs and industrial transformation [6] - High-quality data sets are essential for enhancing AI model performance and reshaping the entire industry chain from R&D to commercial application [6] - The construction of high-quality data sets involves critical processes such as data collection, cleaning, annotation, and quality assessment [8] Data Annotation Industry - China's data annotation industry has surpassed 8 billion yuan in value, entering a new phase of scale and standardization [10] - The number of companies developing or applying AI has increased by 36% year-on-year, with high-quality data sets growing by 27.4% [10] - Companies utilizing large model data technologies and data application enterprises have seen year-on-year growth of 57.21% and 37.14%, respectively [10] Challenges in Data Development - Despite the acceleration in high-quality data set innovation, challenges remain, including low data stock and production, inconsistent data quality, lack of mainstream high-value data, and low data utilization efficiency [12]