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透视迅策科技赴港IPO:从优势领域走向多元化,兼具稀缺性与高成长性特质
Zhi Tong Cai Jing· 2025-12-18 07:43
就拿与Data Agent行业提供"燃料"和"跑道车"的迅策科技(03317)来说,该公司是国内领先的实时数据基 础设施及分析供应商,业务数据基础设施和数据分析应用亦是 Data Agent产业链上最关键的一环,故此 次赴港上市的动作也吸引了市场广泛关注。 12月18日,迅策科技发布公告表示,自今日起至下周二(23日)招股,发售2250万股H股,香港公开发售 占10%,其余为国际配售,每股招股价介乎48港元至55港元,集资最多12.38亿港元。一手100股,入场 费5555.47港元。基石方面,公司本次共引入云锋基金、龚虹嘉执掌的富策控股、中视金桥、Alphahill 基金、无极资本Infini、蔷薇香港、Cithara基金、Factorial Master Fund以及Joy Mobile等9名基石投资 者,合计认购约3957万美元(约3.078亿港元)。 在AI技术重构商业逻辑的今天,Data Agent正为企业数据分析行业带来全新的范式革命。 IDC曾预测指出,到2026年,将有50%的中国500强数据团队使用AI Agent来实现数据准备和分析,数据 工程Agent将成为企业的重要组织者和协调者。这一 ...
透视迅策科技:从优势领域走向多元化,兼具稀缺性与高成长性
Zhi Tong Cai Jing· 2025-12-18 07:41
在 AI 技术重构商业逻辑的今天,Data Agent 正为企业数据分析行业带来全新的范式革命。 IDC 曾预测指出,到 2026 年,将有 50% 的中国 500 强数据团队使用 AI Agent 来实现数据准备和分 析,数据工程 Agent 将成为企业的重要组织者和协调者。这一数据背后也直接道出了数据分析行业新趋 势 —— 即通过 "数据 + 知识" 融合、洞察到行动闭环、人机协同进化三大核心价值,Data Agent 正在突 破传统数据分析工具的能力边界。 这一新趋势下,也给那些率先完成 "AI 原生" 转型的数字分析企业带来了空前的市场关注度。 就拿与 Data Agent 行业提供 "燃料" 和 "跑道车" 的迅策科技 (03317) 来说,该公司是国内领先的实时数 据基础设施及分析供应商,业务数据基础设施和数据分析应用亦是 Data Agent 产业链上最关键的一 环,故此次赴港上市的动作也吸引了市场广泛关注。 12 月 18 日,迅策科技发布公告表示,自今日起至下周二 (23 日) 招股,发售 2250 万股 H 股,香港公开 发售占 10%,其余为国际配售,每股招股价介乎 48 港元至 55 ...
2025全球数据技术大会在京开幕 共筑智能时代的新型数据基础设施
Sou Hu Cai Jing· 2025-12-18 02:36
开幕式由大会主席、下一代互联网国家工程中心主任刘东主持。国家数据局数字科技和基础设施建设司 李建国副司长、北京市政务服务和数据管理局党组成员副局长彭雪海、中国互联网协会副理事长兼常务 副秘书长陈家春、中国电子技术标准化研究院范科峰副院长、澳门科技大学李行伟校长等嘉宾在开幕环 节致辞。与会嘉宾表示,进入人工智能时代,需通过技术创新、标准协同与制度完善,破解数据孤岛、 安全风险等难题,推动数据要素在各行业高效合规流通,为数字经济高质量发展注入强劲动力。 在主旨演讲环节,多位权威专家围绕"AI时代的数据基础设施"展开深入分享。中国工程院院士、国家数 据专家咨询委员会主任邬贺铨系统阐述数据基础设施的构成与建设要点,涵盖数据采集、存储、编目、 预处理、接入调用等全流程,强调可信数据空间、隐私计算、智能体技术的核心作用,提出数据从静态 资产向动态智能生态演进的发展方向;中国社科院大学教授、国家数据专家咨询委员会主任江小涓认为 数据要素市场化配置需以分布式创新为主要形态,通过多方契约、技术规则、技术同盟等模式实现数据 价值释放,强调应明确"必须为"与"不得为"清单,在公共数据利用中平衡公益与产业需求;下一代互联 网国家工程 ...
主题论坛预告丨华为&上海数据集团“AI+数据基础设施”主题论坛
第一财经· 2025-11-23 05:04
Core Viewpoint - Data has become the core engine driving economic growth and innovation transformation, with the upcoming Global Data Ecosystem Conference 2025 focusing on opportunities and challenges in a data-driven economy [5]. Group 1: Event Overview - The fifth Global Data Ecosystem Conference will be held in Shanghai from November 25-26, 2025, themed "Connecting Data, Business, and Future - Boundless Multiplication" [5]. - The conference will gather representatives from government, industry, academia, and enterprises to discuss data-driven economic opportunities and challenges through keynote speeches, discussions, exhibitions, and project matchmaking [5]. Group 2: Forum Focus - Huawei, in collaboration with Shanghai Data Group, will host a forum titled "AI + Data Infrastructure: Unlocking the Value of Data Elements," focusing on new policy requirements, insights, solutions, and practices [5]. - The forum aims to promote data infrastructure construction, release the value of data elements, and accelerate the upgrade of traditional industries and the development of the digital economy [5]. Group 3: Agenda Highlights - The forum will feature discussions on topics such as the value transition of public data in Shanghai, the construction of new infrastructure for the new productivity era, and insights into the value of data elements supporting high-quality AI development [8][17]. - Key speakers include senior representatives from Huawei and Shanghai Data Bureau, who will share their insights on the integration of AI and data [8][12][16].
全球创业:中国和美国是仅存的两台发动机
首席商业评论· 2025-11-17 14:44
Group 1 - The core idea is that China and the United States are the only two countries with significant entrepreneurial and innovative activities, forming a "dual pole" in global entrepreneurship [2][10] - Both countries possess large domestic markets that support the growth of unicorns without the need for early globalization, with China having a population of 1.4 billion and the U.S. having a high-consumption market of 340 million [3][4] - The funding and capital structures in both countries are uniquely capable of continuous self-renewal, with the U.S. having a mature primary market ecosystem and China having abundant domestic capital willing to invest in long-term cycles [4][5] Group 2 - Both countries have complete and iterative full-stack technology industrial chains, with the U.S. excelling in software, chips, and basic research, while China leads in manufacturing, supply chains, and engineer density [6][7] - Other regions may have entrepreneurial activities, but they are limited by smaller markets, lack of funding, or conservative venture capital, leading to a focus on service outsourcing rather than innovative startups [9] - The AI era is expected to further reinforce the "dual pole" entrepreneurial landscape, with the next generation of startups requiring national-level investment and full-stack industrial chains, which only China and the U.S. can provide [9][10]
第十一届世界自由区组织大会发布《海南宣言》
Zhong Guo Xin Wen Wang· 2025-10-12 14:12
Group 1 - The core viewpoint of the article emphasizes the adoption of sustainable development goals through various initiatives, including circular economy principles, renewable energy usage, and enhanced environmental governance [1] - The declaration highlights the role of innovation and future industries as catalysts, focusing on sectors such as hydrogen economy, electric vehicle production, and artificial intelligence [1] - It calls for the creation of an inclusive ecosystem that facilitates small and medium enterprises' access to global value chains and promotes knowledge transfer through collaboration among local industries and academic institutions [1] Group 2 - The declaration urges stakeholders, including free zone management agencies and governments, to embrace digitalization and accelerate the adoption of digital tools to enhance efficiency and transparency [2] - It advocates for the implementation of forward-looking indicators and new key performance metrics to measure broader economic, social, and environmental impacts beyond traditional investment and employment metrics [2] - The declaration announces the launch of the World Free Zone Organization - China Economic Special Zone Strategic Alliance Center [3]
专访北京交通大学特聘教授张向宏:未来国家数据基础设施技术路线一定会收敛成一条,核心是将供数、用数和服务主体放进同一个空间
Mei Ri Jing Ji Xin Wen· 2025-05-12 06:37
Core Viewpoint - The core objective of China's data infrastructure is to address issues related to data supply, circulation, and utilization while ensuring data security, aiming for a system where data can be effectively supplied, circulated, utilized, and secured [3][6]. Group 1: Data Infrastructure Goals - The primary goal is to resolve the existing problems of data being "unable to circulate, slow to flow, and poorly utilized" [3]. - China's data infrastructure is defined as a new type of infrastructure that provides services for data collection, aggregation, transmission, processing, circulation, utilization, operation, and security [3]. Group 2: Effectiveness Indicators - The effectiveness of data infrastructure can be measured by the volume of data in circulation; significant platforms like Didi, Meituan, and Ctrip demonstrate effective data infrastructure with billions of users [4]. - The second indicator is the security of the data circulation process, which is crucial for ensuring efficient and trustworthy data flow [5]. Group 3: Key Technologies - Six key technology routes have been identified to ensure both data circulation and security: blockchain technology, privacy computing technology, data networking technology, data components, trusted data space technology, and data sandbox technology [5]. - Current technologies like blockchain and privacy computing are not yet mature enough for widespread application due to efficiency issues, particularly in sectors like finance where they are currently utilized [5]. Group 4: Future Directions - The future of national data infrastructure is expected to converge into a singular "space," "platform," or "network" where data can flow efficiently and securely [10]. - The construction of this space will involve various technologies, but the essential requirement is the presence of numerous data supply entities, application scenarios, and service providers [10]. Group 5: Addressing Data Inequality - The need to bridge the "data gap" across different industries is emphasized, with a focus on ensuring that all sectors, including manufacturing and agriculture, can leverage data for digital transformation [12]. - The national data infrastructure aims to solve the "data equality" issue, enabling artificial intelligence and other technologies to thrive by providing high-quality data [14].