□张膺浩 《沈阳市促进数字经济产业高质量发展政策》（以下简称《政策》）近日出台，将于2月7日起施行，以 算力券、数据券、标注券为核心的六条举措，跳出了"长篇大论"的窠臼，用直达痛点的"干货"为区域数 字经济高质量发展注入强劲动能。在各地数字经济政策存在同质化、倡导性条款偏多的背景下，这份精 炼的新政彰显了老工业基地以精准治理激发创新活力的破局智慧。 新政的亮眼之处，在于构建了覆盖数字经济全链条的支撑体系。算力券破解"用不起"的成本困境，数据 券则直击"不愿放"的数据流通难题，以实际交易额10%的奖励撬动市场主体开放数据的积极性，让"沉 睡的数据"转化为生产要素。而标注券对优秀企业及技术突破平台的分级奖励，更补齐了AI产业发展的 基础短板——高质量数据标注是大模型训练的"粮食"，政策倾斜能加速培育专业标注生态，为数字产业 向上突破筑牢根基。三类券种各司其职又相互衔接，形成"算力支撑—数据流通—基础夯实"的闭环赋能 格局。 （来源：沈阳日报） 政策的务实性，更体现在与区域产业生态的深度契合。去年10月启用的沈阳人工智能中心拥有1012P算 力规模，相当于约50万台高性能计算机的总和，位居辽宁首位，为AI产业发展夯 ...

Core Viewpoint - The National Development and Reform Commission, along with four other departments, has released an opinion aimed at strengthening data element discipline construction and digital talent development, proposing specific measures across four key areas: enhancing data element disciplines, promoting vocational education in the data industry, fostering academic research in the data field, and facilitating collaboration among industry, academia, and research [1][4]. Group 1: Enhancing Data Element Disciplines - The opinion supports the establishment of digital colleges in comprehensive universities to integrate relevant academic resources [2][5]. - It encourages specialized universities in fields such as science, finance, law, media, and arts to strengthen the construction of advantageous majors related to data technology, analysis, security, digital economy, finance, management, law, governance, media, and art [2][5]. Group 2: Promoting Vocational Education in the Data Industry - The opinion proposes the establishment of a coordinated system for vocational education in the data industry, involving government oversight, industry guidance, and enterprise participation [3][6]. - It encourages the creation of regional industry-education joint entities based on industrial parks to facilitate talent cultivation, innovation, and high-quality development of the data industry [3][6]. Group 3: Fostering Academic Research in the Data Field - The opinion emphasizes the need for strategic research in the data field, focusing on key issues such as data property rights, pricing, and trading [3][6]. - It calls for in-depth research on foundational theories and policy laws related to data elements, keeping pace with advancements in technologies like artificial intelligence, blockchain, and privacy-preserving computing [3][6]. Group 4: Facilitating Collaboration Among Industry, Academia, and Research - The opinion highlights the importance of strengthening the leading role of enterprises in constructing application scenarios, identifying technical needs, and implementing results [1][4]. - It encourages data companies to participate in vocational education, collaborating on student training, technology research, product innovation, and result transformation [3][6].

Core Insights - The Chinese government has launched an action plan to deepen smart city development and promote comprehensive digital transformation, emphasizing the role of data in urban economic and social development [3][4][5] - The plan aims to establish over 50 fully digital transformation cities by the end of 2027, with significant advancements in urban governance, public services, and digital economy [3][4] - AI concept stocks have surged in the market, with several companies reaching their daily limit up, indicating strong investor interest in AI-related sectors [8][9] Digital Economy and AI Development - The action plan includes fostering a data factor market and integrating data industries with low-altitude economy, autonomous driving, and embodied intelligence [2][5] - It promotes the application of AI in various sectors, including cultural tourism, sports, and digital consumption, enhancing innovation in content creation and service delivery [4][5] - The government plans to strengthen AI education across all levels and expand applications in "AI + education" and "one network for learning" [3][4] Market Response and Investment Opportunities - AI stocks have shown significant gains, with companies like Fushi Holdings and Foxit Software hitting the 20% limit up, reflecting a bullish sentiment in the market [8] - Analysts suggest that the current low penetration rate of AI large models indicates a growing investment opportunity, with capital expenditures expected to rise alongside revenue growth from these models [9] - The integration of AI into various business models is anticipated to enhance operational efficiency and drive growth in sectors like advertising and cloud computing [9]

Core Viewpoint - The article discusses the recent policy support for the digital economy in China, highlighting the "Action Plan for Deepening Smart City Development and Promoting Comprehensive Digital Transformation" released by multiple government departments, which aims to enhance data-driven urban economic and social development. Group 1: Policy Initiatives - The action plan aims for significant progress in data-driven urban development by the end of 2027, with a focus on efficient handling of key urban events and high-frequency public services, establishing over 50 fully digital transformation cities [2][3] - The plan emphasizes the integration of artificial intelligence in education and public services, promoting applications like "AI + education" and "one card for all services" [2][3] Group 2: Digital Economy Development - The initiative encourages the creation of new digital life scenarios in cultural tourism, sports, and digital consumption, leveraging AI for content creation and enhancing user experiences [3][4] - It supports the digital transformation of traditional business districts and the development of smart stores and AI product experience centers [3][4] Group 3: Infrastructure and Data Services - The plan outlines the need for synchronized planning and construction of digital and municipal infrastructure, promoting interconnectivity and efficient data flow between cities [5][6] - It encourages the development of data service models and the establishment of data innovation communities to foster entrepreneurship [4][5] Group 4: Market Response - Following the announcement, AI concept stocks surged, with several companies reaching their daily limit up, indicating strong market optimism regarding AI and digital economy initiatives [6][7] - Analysts note that the penetration rate of AI large models is still low, suggesting significant growth potential and capital investment opportunities in the sector [7]

Core Viewpoint - Guangzhou is implementing a comprehensive reform of its business environment, focusing on a "12218" modern industrial system to enhance the city's economic competitiveness and attract more enterprises [1][5]. Group 1: Reform Stages - The reform has undergone three significant phases: starting from "indicator-based" reforms in 2018, moving to "factor-based" reforms in 2022, and now entering the "industry-based" reform phase in 2024 [2][4]. - The initial phase focused on simplifying administrative processes, reducing approval times, and enhancing efficiency, achieving a reduction in business registration time to half a day [2][4]. - The current "industry-based" reform aims to tailor the business environment to specific industries, breaking down resource barriers and fostering high-quality industrial development [5][4]. Group 2: Key Achievements - As of January to August 2025, Guangzhou registered 565,800 new market entities, marking a year-on-year increase of 62.55%, leading among six pilot cities for business environment innovation [1]. - The city has established itself as a hub for strategic industries, particularly in smart connected and new energy vehicles, with a three-year action plan to enhance these sectors [5][6]. - The introduction of high-precision mapping for autonomous driving has significantly reduced approval times by over 80%, facilitating the operation of 110 autonomous taxis [6]. Group 3: Institutional Innovations - Guangzhou is leveraging market-oriented reforms and service industry expansion to enhance the flow of resources and stimulate market vitality [8]. - The city has introduced 31 measures to improve land use efficiency, allowing startups to "rent before buying" and offering flexible land supply options [8]. - New standards for live-streaming e-commerce have been established, providing regulatory guidance and fostering a supportive environment for this emerging sector [9]. Group 4: Cost Reduction and Support - The city has implemented a multi-layered financial support system, including a 10 billion yuan angel fund to encourage early-stage investments in technology [10]. - Measures to streamline administrative processes have resulted in an 81% reduction in the number of trips required for businesses to complete necessary procedures [10]. - Cross-border research material facilitation measures have improved customs efficiency for innovation-related imports by over 50% [11]. Group 5: Overall Impact - The cumulative reforms have led to a total of over 4 million market entities in Guangzhou, positioning the city as the third-largest in terms of market vitality among Chinese cities [11].

Core Viewpoint - The article discusses the significance of the "Several Measures for Strengthening the Cultivation of Innovative Enterprises in the Digital Economy," which aims to enhance the development of digital economy enterprises, referred to as "digital innovation enterprises" or "数创企业" [1][2]. Group 1: Policy Measures - The measures include establishing a discovery mechanism for innovative enterprises, enhancing multi-dimensional data support, strengthening computing power resources, improving original innovation capabilities, and optimizing financing services [2][4]. - The establishment of a cultivation database for innovative enterprises will allow for the annual selection of high-potential companies, with targeted support provided by data management departments [2][4]. - The measures emphasize the importance of artificial intelligence and specialized models, focusing on providing opportunities and scenarios for these enterprises [2][4]. Group 2: Resource Support - The "East Data West Computing" project aims to optimize the deployment of computing resources across the country, ensuring efficient and low-cost access for digital innovation enterprises [4]. - Encouragement for state-owned and leading enterprises to promote joint innovation and share resources with digital innovation enterprises is highlighted [4]. - The measures propose the exploration of "data vouchers" and "algorithm vouchers" to reduce costs associated with data usage, facilitating easier access to essential resources for enterprises [4][5]. Group 3: Financial Services - Financial institutions are encouraged to provide diversified financial services to digital innovation enterprises based on market principles, promoting connections between banks and these enterprises [5]. - The measures aim to support qualified digital innovation enterprises in their efforts to go public and secure financing [5]. - The overall framework is designed to create a comprehensive support system for the growth of digital innovation enterprises, addressing data, computing power, innovation, and financing needs [5].

Core Viewpoint - The Chinese government is enhancing support for digital economy innovation enterprises, aiming to cultivate more "gazelle" and "unicorn" companies in the sector [1][3] Group 1: Government Initiatives - The National Development and Reform Commission and five other departments have issued measures to strengthen the discovery and cultivation of digital economy enterprises [1] - The measures encourage regions with conditions to explore the issuance of "data vouchers" and "algorithm vouchers" to reduce costs associated with data usage [1] Group 2: Economic Impact - During the 14th Five-Year Plan period, China's digital economy is expected to maintain an average annual growth rate in double digits, with its value-added accounting for 40% of GDP, becoming a key driver for stable growth, expanding domestic demand, and promoting innovation [3] - The rapid increase in digitalization is reshaping industrial structures and altering economic operations and government governance methods [3] Group 3: Regional Development Disparities - The digital economy is emerging as a battleground for regional development differentiation, with significant disparities in digital infrastructure, data resource integration, platform enterprise cultivation, and digital industry system construction across different regions [3] - The ability of local governments to seize opportunities in the digital economy will significantly influence their competitive position over the next two to three decades [3] Group 4: Challenges in Government Digitalization - Local governments face two main issues in advancing government digitalization: the "data silo" phenomenon and "system aging" problems [4] - The "data silo" issue arises from departments independently managing their platforms, leading to a lack of integration and shared information [4] - The "system aging" problem is characterized by the use of outdated browsers and operating systems, which negatively impacts service efficiency and user experience [4] Group 5: Recommendations for Improvement - To further advance government digitalization, it is recommended to achieve integration of data, systems, and platforms by building a unified government cloud platform and data middle platform [4] - Breaking down information barriers to enable cross-level, cross-department, and cross-regional sharing of government data is essential [4] - Accelerating the transition of traditional administrative processes to online, systematic, and real-time digital processes is also advised [4]

Core Viewpoint - The "Several Measures for Strengthening the Cultivation of Innovative Enterprises in the Digital Economy" aims to enhance the development of digital economy innovative enterprises, which are crucial for high-quality economic growth and industrial upgrading [1][2]. Group 1: Policy Measures - The measures include establishing a discovery mechanism for innovative enterprises, enhancing data usage guarantees, strengthening computing power support, improving original innovation capabilities, and optimizing financing services [2][3]. - A national database for innovative enterprises will be created, with annual selections of high-potential companies, and targeted support will be provided based on their needs [2][3]. - The policy encourages local governments to establish public data authorization mechanisms and explore the issuance of "data vouchers" and "algorithm vouchers" to reduce data usage costs [2][3]. Group 2: Computing Power and Innovation - The "East Data West Computing" project will be implemented to optimize computing power distribution and support innovative enterprises with low-cost, reliable computing services [3][4]. - The measures promote collaboration among state-owned enterprises, industry leaders, and platform companies to enhance innovation capabilities and resource sharing [3][4]. - The establishment of patent pools in key industries is encouraged to facilitate innovation across the supply chain and ecosystem [3][4]. Group 3: Financial Support - Financial institutions are encouraged to provide diversified financial services to innovative enterprises based on market principles, promoting connections between banks and these companies [4][5]. - The measures aim to support qualified innovative enterprises in accessing public markets for financing [4][5]. - The introduction of "data vouchers" and "algorithm vouchers" is seen as an innovative tool to activate the data factor market and stimulate enterprise growth [4][5].

Core Viewpoint - The National Development and Reform Commission and five other departments have issued measures to strengthen the cultivation of innovative enterprises in the digital economy, addressing challenges such as high data acquisition costs, high computing power thresholds, financing difficulties, and market expansion challenges. Group 1: Measures for Cultivation - The measures include the establishment of a classified cultivation database for innovative digital economy enterprises, with dynamic adjustments and a specialized selection and cultivation team composed of government, enterprises, innovation, and investment [1] - Financial support will be enhanced through optimized evaluation mechanisms for state-owned venture capital, and banks and investment institutions will be encouraged to provide diversified financial services to innovative digital economy enterprises [1] Group 2: Resource Assurance - The measures focus on data and computing power, encouraging local governments to establish public data authorization mechanisms and support innovative enterprises in utilizing public data resources [2] - The introduction of "computing power vouchers" aims to reduce costs for enterprises, with Hangzhou setting aside up to 50 million yuan annually to support small and medium-sized enterprises in purchasing computing power services [2] Group 3: Innovation Empowerment and Results Transformation - The measures promote original innovation by encouraging state-owned enterprises to open innovation resources and support the construction of patent pools in key industries [3] - A mechanism for organized scientific research and results transformation will be established, along with specialized service institutions to facilitate the rapid market entry of new technologies for innovative enterprises [3]

Core Viewpoint - The issuance of the "Several Measures for Strengthening the Cultivation of Innovative Enterprises in the Digital Economy" is a significant step to stimulate market vitality and promote industrial upgrading, positioning the digital economy as a key driver for high-quality economic development [2][6]. Group 1: Measures for Cultivation of Innovative Enterprises - The measures aim to accelerate the cultivation of digital economy innovative enterprises, encouraging the emergence of more "gazelle" and "unicorn" companies [3]. - Key initiatives include establishing a discovery mechanism for innovative enterprises, enhancing multi-dimensional data support, strengthening computing power resources, improving original innovation capabilities, and optimizing financing services [3][4][5]. Group 2: Data and Computing Power Support - The measures propose the establishment of a cultivation database for innovative enterprises, with annual selections of high-potential companies and targeted support from data management departments [3]. - The "East Data West Computing" project is emphasized to optimize computing power resource allocation and support the construction of a national integrated computing network [4][5]. Group 3: Financial Support and Innovation Environment - Financial institutions are encouraged to provide diversified financial services to innovative enterprises based on market principles, promoting connections between banks and investment institutions [6]. - The core highlights of the measures include a multi-dimensional support system covering data, computing power, innovation, and financing, with innovative tools like "data vouchers" and "algorithm vouchers" aimed at activating the data factor market [6].