这一背景下，以制度先行、场景示范为突破口，北京率先构筑数据产业新高地。作为全国首个 " 数据基 础制度先行区 " 的所在地，台湖正成为连接政策创新与产业落地的关键节点。 12月11日， 第二届ADD数据应用场景大 会 ， 将在北京台湖启幕。本次大会 将汇聚政产学研核心力 量，共探数据制度创新与产业融合之道，打造面向全国的数据要素标杆平台。 以制度创新为引擎 台湖 成为 中国数据产业新高地 人工 智能正成为数据产业的新"发动机" ， 其爆发式发展让数据要素的战略价值愈发凸显。 最新数据显示，2025 年上半年全国生成式AI用户规模已达5.15亿，普及率约 36.5%。 在这一浪潮中，智能治理深化、工业 AI 加速落地、数据与算法深度融合的趋势日益鲜明，数据正与算 法、算力形成新型生产要素组合，其不可替代的战略地位不容忽视。 北京的数字经济版图，正在以台湖为坐标延展。 这里不仅是 全国首个数据基础制度先行区 ，更是数据要素制度创新与产业应用交汇的高地 。 政策、资 本、技术与企业在此加速聚合，孕育出中国数据产业的"台湖样本"。 自2023年获批全国首个"数据基础制度先行区"以来，台湖率先探索数据确权、评估、流通的 ...

Core Insights - The article emphasizes the vision for the Zhongguancun Science Park to become a world-leading technology hub by 2035, supported by the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Beijing municipal government [1] Group 1: Market and Government Collaboration - Zhongguancun has evolved into a testing ground for new production relationships, driven by the transformation of enterprise ownership and the introduction of a market-oriented property rights system [2][3] - The region has successfully transitioned from a planned economy to a market economy, breaking down administrative barriers between technology and other production factors, thus enabling a multi-price discovery system [2][3] Group 2: New Quality Productivity - The fourth technological revolution, centered on electronic information technology, is reshaping productivity structures, with data emerging as an independent production factor [3][4] - Zhongguancun's practices illustrate that platform organizations are not merely physical spaces but act as industry organizers that integrate various resources to drive new economic forms [3][4] Group 3: Integration of Digital and Real Economies - The integration of digital and real economies relies on digital technologies to reconstruct production relationships, making data a new catalyst for activating the real economy [4][5] - This new quality productivity is increasingly dependent on advanced information technologies rather than traditional asset-heavy approaches [4][5] Group 4: Innovative Ecosystem Characteristics - The new production structure in Zhongguancun reflects an innovative ecosystem, characterized by the collaboration of diverse stakeholders, including enterprises, intermediaries, and social organizations [5][6] - The self-organizing nature of this ecosystem allows for dynamic interactions and autonomous decision-making, distinguishing it from traditional industrial production systems [6][7] Group 5: Future Directions - The emergence of new quality productivity in Zhongguancun is attributed to both technological upgrades and changes in production factors and relationships [7] - Moving forward, Zhongguancun aims to strengthen its position in high-level technological self-reliance, continuing to lead in the development of new quality productivity in China [7]

Core Insights - The 2025 Global Data Business Conference will be held in Shanghai on November 25-26, focusing on the market-oriented allocation of data elements and digital technology innovation [2][4] - The conference aims to gather top talents, enterprises, and research institutions in the digital economy to build a collaborative innovation platform and contribute to the national data element system [2][5] Group 1: Conference Highlights - The conference will feature the "Data Element ×" competition finals, promoting deep connections between winning teams and capital, policies, and industries to accelerate innovation [4] - Over 70 authoritative reports, industry standards, and technical achievements will be released, focusing on new directions for data element market-oriented reform [5] - The "Shanghai Plan" will be systematically released, showcasing over 100 data business enterprises in Shanghai and highlighting the city's innovative vitality in the digital economy era [6] Group 2: Technological Focus - The conference will present cutting-edge applications and case studies from over 200 data business enterprises, focusing on core technologies such as data space, privacy computing, and artificial intelligence [7] - Discussions will include strategic layouts and industrial opportunities for digital China construction during the "14th Five-Year Plan" period [7] Group 3: Global Collaboration - The conference aims to connect globally, moving from a regional focus to international cooperation, particularly in the context of the Belt and Road Initiative [8] - A "guest unit mechanism" will be established to promote deep integration and innovative applications of data elements across regions and fields [9] Group 4: Event Structure - The conference will feature a main forum, eight thematic forums, six closed-door meetings, and various special forum activities, creating a comprehensive discussion environment [10][11] - It will focus on the construction of a national integrated data market and the development of a closed-loop system in "foundation-ecology-international-intelligent" progression [11] Group 5: Business Transformation - The conference will emphasize innovation and technology dual circulation, creating platforms for business roadshows, matchmaking, and year-round service models [12] - Various exhibitions will showcase winning projects, national data group alliances, and Shanghai's digital achievements, presenting a panoramic view of the data element ecosystem [14]

Group 1 - The core message emphasizes the importance of implementing the spirit of the 20th National Congress, focusing on high-quality development and building a modern industrial system [1] - The Beijing Economic-Technological Development Area is encouraged to leverage its resources to create a hub for emerging and future industries [1][2] - The city aims to strengthen its 6G industry, with a focus on accelerating the construction of 6G laboratories and fostering original innovations [2][3] Group 2 - There is a strong emphasis on enhancing industrial development momentum through technological innovation, addressing key technological bottlenecks, and improving supply chain resilience [3][4] - The city plans to consolidate its advantages in the digital economy and promote the transformation of traditional industries using smart technologies [3][4] - A call for strengthening the support for industrial development by improving financial services and creating a favorable business environment is highlighted [4]

Core Viewpoint - The National Bureau of Statistics announced the launch of the "Data Element ×" three-year action plan by the end of 2023, aimed at empowering local transformation and development through data elements [1][2]. Group 1: Policy Implementation - Local governments have effectively strengthened policy alignment and support for the "Data Element ×" action, with over 10 provinces and cities, including Shandong, issuing comprehensive or specific work plans [1]. - Many regions have established project, scenario, case, and expert databases to implement tailored strategies for enterprises, enhancing investment and problem-solving efforts [1]. Group 2: Value Release and Innovation - Various regions are exploring diverse paths for releasing the value of data elements, including optimizing internal data for cost reduction and enhancing collaboration among supply chain enterprises [2]. - Public data is being utilized to improve government governance and public service levels, with new applications emerging from the integration of various data sources [2]. Group 3: Competitions and Future Directions - The "Data Element ×" competition has seen over 22,000 teams register, with nearly 900 projects selected for the national finals, scheduled for mid to late October in Beijing and Shanghai [3]. - The National Bureau of Statistics plans to guide localities in deepening the action's implementation and exploring innovative applications of data elements to drive high-quality local development [3].

Core Viewpoint - The State Council has approved a comprehensive reform pilot program for market-oriented allocation of factors in ten regions, aiming to enhance the efficiency of resource allocation and promote differentiated reforms based on local conditions [1][3]. Group 1: Reform Objectives - The pilot program will focus on the market-oriented allocation of technology, land, human resources, data, capital, and environmental resources, with an emphasis on improving collaborative allocation efficiency [1][3]. - The ten selected regions are expected to explore innovative reforms and will be granted greater autonomy to adjust existing laws and regulations as needed [3][9]. Group 2: Economic Impact - The combined economic output of the ten pilot regions is projected to exceed one-quarter of the national total by 2024, indicating their strong economic foundation and potential for driving reform [3][9]. - The pilot regions will serve as a testing ground for efficient allocation of various resources, supporting major economic provinces in their development [3][9]. Group 3: Specific Reforms by Region - Each pilot region will implement tailored measures, such as Beijing's exploration of a state-owned enterprise R&D reserve fund and the Guangdong-Hong Kong-Macao Greater Bay Area's reform of state-owned venture capital institutions [7][8]. - The regions will also focus on optimizing land use, labor mobility, and capital allocation to enhance economic development [6][9]. Group 4: New Factor Allocation - The pilot program will not only address traditional factors like land and labor but will also explore new types of factors such as data, computing power, and airspace [10][12]. - Regions like Hefei and the Greater Bay Area will develop comprehensive systems for utilizing new factors, which could lead to the emergence of new industries and economic growth [10][12]. Group 5: Service Sector Reforms - The pilot regions will implement reforms in the service sector, particularly in areas like elderly care and commercial health insurance, to meet the growing demand for high-quality services [12][13]. - The reforms aim to eliminate systemic barriers that hinder the growth of the service sector, thereby enhancing consumer spending and domestic demand [12][13].

Group 1 - The company, Yihualu (300212), is focusing on enhancing its competitiveness and achieving performance improvement in areas such as smart transportation, data elements, and integrated computing and storage [1]

Group 1 - The core viewpoint emphasizes that breaking down barriers to factor mobility will significantly enhance total factor productivity, providing long-term support for potential growth [1] - The pilot program for comprehensive reform of factor market allocation is seen as a crucial step towards improving factor allocation efficiency and stimulating innovation [2][3] - The reform aims to deepen the coupling of industrial chains, innovation chains, and capital chains, promoting the evolution of the industrial system towards high-end and intelligent development [1][4] Group 2 - The State Council's meeting highlighted the need to stimulate technological innovation, promote efficient allocation of land factors, and enhance the service capacity of capital factors to the real economy [2] - The pilot areas will be selected based on both "maturity" and "urgency," focusing on regions with high marketization and strong industrial clusters, as well as areas with weak market foundations but significant reform potential [3] - The implementation plan for the pilot program is expected to accelerate its launch by the second half of 2025, aligning with the goal of achieving significant results by that time [4]

Core Viewpoint - The introduction of the "Hubei Data Regulations" marks a transition for Hubei's manufacturing industry from "policy-driven" to "law-driven" digital transformation, providing a legal foundation for the digitalization efforts in the manufacturing sector [1] Group 1: Digital Transformation Progress - As of now, 6,490 industrial enterprises above designated size in Hubei have initiated digital transformation, accounting for nearly one-third of the total [1] - Over 90% of these enterprises have reached Level 2 digitalization and are in the process of upgrading to Level 3 [1] - The numerical control rate of key processes in Hubei's industrial enterprises stands at 69.7%, ranking 7th nationwide, while the penetration rate of digital R&D design tools is 90.7%, ranking 6th [1] Group 2: Future Initiatives - The Hubei Economic and Information Technology Department plans to expand the breadth and depth of data applications in the industrial sector, accelerating changes in industrial models, business models, and organizational structures [2] - A "point-line-surface" transformation demonstration will be established, focusing on comprehensive digital transformation coverage for industrial enterprises, collaborative transformation of industrial chains, and regional cooperation development [2] - The department will enhance the "government guidance-enterprise主体-multi-party collaboration" mechanism, optimizing resources and promoting the integration of the real economy and digital economy [2]

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [6]. Core Insights - The construction of national data element comprehensive pilot zones is progressing, which is expected to accelerate the landing of data elements and lead to a revaluation of their value across the entire industry chain [2][10]. - The pilot zones, established in ten locations including Beijing, Zhejiang, and Anhui, aim to explore market-oriented and value-oriented paths for the data industry, addressing core issues within the data element sector [10]. - The report suggests focusing on companies with vast data resources and those with strong capabilities in data processing, management, and analysis as potential investment opportunities [2][10]. Summary by Sections Event Description - On July 25, the National Data Bureau held a press conference to introduce the progress of the comprehensive pilot zone construction for data elements [4]. Event Commentary - The pilot work is gradually being carried out, with the expectation that it will address core issues in the data element industry and accelerate its landing process [10]. Policy and Market Development - Related policies are being developed to support the circulation of data elements, with various local governments issuing guidelines to standardize data transactions [10]. - Different pilot zones are applying unique approaches based on local conditions, which will contribute to the exploration of data elements in various scenarios [10].