投资方认购事项完成后，集团将继续持有目标公司60%的股权，目标公司将成为集团非全资附属公司， 而目标公司的财务业绩将仍然并入集团的综合财务报表。 格隆汇1月30日丨粤港湾控股(01396.HK)公告，于2026年1月30日(联交所交易时段后)，天顿数据(公司间 接全资附属公司)、鸿策数据(目标公司)与鸿奕智算(投资方，一间由福田资本直接及间接方式全资拥有 的投资控股实体)等订立有关投资方认购事项的投资协议。根据投资协议，投资方有条件同意认购目标 公司增发的40%股权(「视作出售事项」或「投资方认购事项」)，代价为人民币8亿元(约港币8.96亿 元)。 目标公司是一家在中国广东省深圳市注册成立的有限公司，主要从事互联网数据服务、大数据服务与云 计算装备技术服务等业务。投资方认购事项的目标公司股权指目标公司将增发的40%股权。于本公告日 期且于完成前，目标公司为公司间接全资附属公司。 本次引入褔田资本战略入股，是集团深度融入国家AI发展战略的关键一步，将为集团在AI算力基础设 施领域的持续领先发展注入强大支撑、为集团高质量发展AI业务注入强劲动能。褔田资本在政策资 源、重点行业对接及低成本融资等方面的优势，将有力 ...

扬子晚报网1月30日讯(记者万承源)进入2026年，江苏省推进公共数据开发利用又有新动作。1月30日， 江苏省数据局发布新一批公共数据"跑起来"场景县(市、区)实践案例。 记者注意到，本次发布的7个实践案例覆盖医疗健康、城市治理、农业农村等多个领域，如《区域"两 病"人群健康档案与体检数据融合应用，赋能医疗卫生精准化服务》《"医、养、数"协同：构建居家康 养服务新生态》《公共数据"跑"进田》等。这些案例充分展现了各地立足实际、因地制宜，以公共数据 赋能产业高质量发展的生动实践。 从2025年7月开始，省数据局每月发布一批的"跑起来"场景实践案例，目前已累计发布7批共65个。这些 案例全部有实际场景应用、解决实际问题，江苏推动公共数据从政府"供出来""跑起来"、赋能千行百业 发展初见成效。 | 序号 | 县(市、区) | 场景名称 | 建设单位名称 | | --- | --- | --- | --- | | 1 | 鼓楼区 | 区域"两病"人群健康档案与 | 南京鼓楼智汇 | | | | 体检数据融合应用,赋能医疗 | | | | (南京) | 卫生精准化服务 | 大数据有限公司 | | 2 | 昆山市 | 昆 ...

广西数据集团有限公司由广西壮族自治区国资委、广西投资集团、广西国控资本运营集团、广西北部湾 投资集团共同出资组建，将作为数字广西和中国—东盟信息港建设的重要实施主体，承担全区重要数字 基础设施建设、公共数据授权运营、数字核心技术研发、数字经济产业投资以及面向东盟的人工智能合 作等重要职能；聚焦大数据、人工智能等前沿领域，按照"北上广研发+广西集成+东盟应用"发展路 径，积极探索跨境数据流通与合作，积极服务"数字丝绸之路"建设，以数智化赋能区域协同发展。 本报南宁1月29日电(记者刘泉)29日，广西数据集团有限公司在广西南宁揭牌，标志着广西在深入实施 数字中国战略、加快发展新质生产力、推动数据要素市场化改革、深化面向东盟数字合作等方面迈出关 键一步。 ...

据介绍，江苏数交所以市场需求为导向，重点打造医疗保障、金融服务、文化科技、高质量数据集等一 批行业专区与特色专区，推动形成专业化细分领域生态集群。首批入库企业中的江苏有线（600959）数 据网络有限责任公司、江苏新华日报大数据有限公司，分别牵头打造文化科技、文化传媒行业专区，有 效整合产业链资源，构建起垂直深耕的行业生态。医药服务专区上线后首批10款AI训练就绪医疗数据 集成功实现场内交易，并流转至海南、河北等地企业，实现医疗数据要素跨区域流通与价值释放。 江苏数交所相关负责人表示，将继续以专业能力赋能数据产业发展，争当全国数据要素流通交易的"排 头兵"，诚邀各类市场主体加入，共建协同创新、开放共赢的生态体系。 扬子晚报/紫牛新闻记者 万承源 校对 胡妍璐 近日，江苏省首批数据企业入库培育名单正式揭晓，全省2110家优质经营主体成功入选。记者注意到， 名单中811家企业为江苏省数据交易所数商，展现出该所日益增强的"磁场效应"。 作为全省唯一依法设立的数据交易场所，江苏数交所成功构建"一个数据交易所、一个平台、一套规 则"的统一市场体系，实现数据要素流通的规范化、规模化运营。为实现数商生态的精准化引育，江苏 ...

项目一：德州市可信数据空间一期项目 招标单位：山东天衢大数据科技有限公司 招标时间：2025-12-02 预算金额：2000万元 建设内容：建设德州市可信数据空间，包括可信数据空间服务平台基础功能、接入连接器、数据流通利用平台、可信数据空间服务门户等软件，并配套相 关计算、存储等租赁资源，建设相关场景，打造鲁北区域数据产业发展高地。通过城市可信数据空间建设，建立共识信任规则，实现政务数据、公共数 据、社会数据的深度融合，为数据"供得出、流得动、保安全"提供安全的数据流通空间，赋能全市实体产业发展，助力政府提升数据科学决策效能，构建 数据要素良好生态体系，培育壮大全市数据产业发展。 项目二：可信数据存证管理系统项目 招标单位：中译语通科技（青岛）有限公司 （来源：中关村智慧城市信息化产业联盟） 招标时间：2026-01-13 预算金额：300万元 建设内容：可信汇聚存证模块：包括数据源地址管理、库表数据源管理、文件数据源管理、数据源审批管理、数据采集器管理、采集任务、手动数据上 链。可信数据服务模块：包括数据发布管理、数据浏览器、数据共享请求、数据共享授权、数据共享统计、接口申请、数据可信查证、数据查验。风险侦 ...

Group 1 - The core viewpoint of the news is that Beijing Haimao Data Technology Co., Ltd. is experiencing fluctuations in its stock performance and financial metrics, with a notable decline in net profit despite revenue growth [1][2] Group 2 - On January 21, Haimao Data's stock price fell by 0.31%, with a trading volume of 151 million yuan. The net financing buy was -6.49 million yuan, indicating a higher repayment than new purchases [1] - As of January 21, the total margin balance for Haimao Data was 14.7 million yuan, which is 3.13% of its market capitalization, indicating a low financing level compared to the past year [1] - The company repaid 1,500 shares in short selling on January 21, with a short selling balance of 26.67 million yuan, which is at a high level compared to the past year [1] Group 3 - As of September 30, the number of shareholders for Haimao Data was 27,400, a decrease of 12.44% from the previous period, while the average circulating shares per person increased by 14.21% [2] - For the period from January to September 2025, Haimao Data reported revenue of 314 million yuan, a year-on-year increase of 17.68%, but the net profit attributable to shareholders was -75.43 million yuan, a decrease of 73.04% year-on-year [2] Group 4 - Since its A-share listing, Haimao Data has distributed a total of 64.50 million yuan in dividends, with no dividends paid in the last three years [3]

Core Insights - The "2026 Guangdong High-Quality Data Set Innovation Competition" aims to stimulate data potential and empower industrial innovation, focusing on key sectors such as manufacturing, energy, finance, healthcare, and smart cities [3][4] - The competition adopts an "open challenge" mechanism, inviting data service providers, research teams, and innovative enterprises to participate, with major companies like Southern Power Grid and Ping An Insurance setting specific challenges [3][4] Event Overview - The first promotional event for the competition was held on January 19 at the Smart City Exhibition Hall in Baiyun District, providing detailed insights into the competition rules and guidelines for participating teams [1][3] - The event included two main segments: competition interpretation and case sharing, featuring insights from industry experts on the significance of high-quality, transferable, and applicable data sets [3] Industry Engagement - The competition is organized by the Guangdong Provincial Government Service and Data Management Bureau, in collaboration with local departments, leading enterprises, and research institutions [3][4] - Baiyun District aims to leverage this competition to enhance the market-oriented allocation of data elements and expand the application scenarios for high-quality data sets, contributing to the province's high-quality development [4]

Core Viewpoint - The company is expanding its overseas operations and focusing on high-growth areas such as embodied intelligence data, leveraging its capabilities in data annotation and management to meet increasing global demand for high-quality training data [1][2][3][4][5][8]. Group 1: Overseas Base Development - The company plans to integrate a Southeast Asia-based annotation center with over 1,000 personnel by 2024, expecting to generate millions in revenue by 2025 [1][3]. - A second local delivery base in Southeast Asia is planned for 2026, which will add approximately 500 personnel to support the outbound business of Chinese tech companies and customized orders from North American clients [1][3]. Group 2: Traditional Training Data Business Drivers - The demand for high-quality, multilingual, and scenario-based training data is driven by the rapid deployment of global AI applications [4][5]. - Key product lines include multilingual speech recognition data, handwritten data for financial document recognition, and multilingual text data for natural language understanding [4][5]. Group 3: Government Business Collaboration - The company has established a clear collaboration model with local governments, focusing on building high-quality industry datasets based on local characteristics and ensuring data security [7]. - Recent projects include partnerships with cities like Chengdu and Changsha, and the completion of initial data deliveries in Hohhot and Guangxi [7]. Group 4: Embodied Intelligence Data Business - The company views embodied intelligence data as a high-growth emerging sector and has formed a dedicated team to explore opportunities in various cities [8]. - Collaborations with robotics manufacturers and tech giants are underway to meet the demand for high-quality training data in real-world scenarios [8]. Group 5: Competitive Advantages in Training Data - The company has developed a dual-mode service product model, which significantly contributes to revenue and gross profit, ensuring scalability and high profit margins [9]. - Investment in technology and supply chain management enhances the company's capabilities in algorithm development and data security compliance [9][10]. - The company has achieved important certifications, including ISO/IEC 27001, ensuring robust data security and compliance with international regulations [10]. Group 6: Pricing and Market Dynamics - The pricing model for customized services is based on cost-plus pricing, while product pricing follows a demand-driven approach [11][12]. - Market dynamics dictate that scarce data types maintain premium pricing, while more mature segments face price competition, prompting the company to focus on high-barrier, high-margin niches [12].

Core Viewpoint - The establishment of a data property registration system is a significant step towards implementing data property rights, which is expected to enhance data circulation and unlock the value of data elements, thereby supporting the development of the domestic AI industry and facilitating data's role in international markets [1][2]. Group 1: Data Property Registration System - The National Data Bureau is set to further research and innovate a registration system tailored to data characteristics, drawing from experiences in other registration systems [1][2]. - A meeting was held on January 7, 2026, led by Liu Liehong, the Secretary of the Party Group and Director of the National Data Bureau, to discuss the data property registration system [1]. Group 2: AI Development and Data Empowerment - The National Data Bureau aims to implement a high-quality data set construction action plan by 2026, focusing on six key actions to enhance data quality and application, ultimately creating benchmark data sets with international influence [2]. - The effective support of large data sets is crucial for AI training and reasoning, positioning data elements as a significant advantage for domestic AI development [2]. Group 3: Data's Role in International Markets - Data is foundational for AI development, and the construction of effective data sets will significantly aid domestic AI growth and international value creation [3]. - The Beijing International Big Data Exchange is actively exploring cross-border data flow, promoting the export of high-value domestic data products and facilitating the two-way flow of data [4]. Group 4: Investment Opportunities - Companies with state-owned backgrounds in the data element sector, such as Inspur Information, Yihua Lu, and Taiji Co., are recommended for attention [5]. - Focus on data development and processing firms like Haitai Ruisheng and Sanwei Tiandi, as well as tool companies such as Shanghai Steel Union and Tonghuashun [5]. - Opportunities in data export, particularly for leading large models, should be monitored, including companies like MINIMAX-WP and Zhiyu [5].

1月12日，海天瑞声涨7.43%，截至发稿，报142.96元/股，成交2130.38万元，换手率0.25%，总市值 86.24亿元。海天瑞声股价已经连续3天上涨，区间累计涨幅8.18%。 截至发稿，谭佳俊累计任职时间1年86天，现任基金资产总规模6.09亿元，任职期间最佳基金回报 59.95%， 任职期间最差基金回报12.75%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金信基金旗下1只基金重仓海天瑞声。金信量化精选混合A（002862）三季度持有股数1.38万 股，占基金净值比例为4.99%，位居第十大重仓股。根据测算，今日浮盈赚取约13.65万元。连续3天上 涨期间浮盈赚取13.88万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模2183.79万。今年以来收益12.14%， 同类排名302/9012；近一年收益68.24%，同类排名849/8157；成立以来收益85.94%。 金信量化精选混合A（00 ...