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On July 22, Liu Liehong, director of the National Data Administration, stated at a series of thematic press conferences on "Promoting High-quality Development" held by the State Council Information Office that since its establishment in October last year, the National Data Administration has insisted on promoting the "one main line" of market-oriented allocation reform of data elements, coordinating the "three constructions" of Digital China, digital economy, and digital society, promoting data work to better serve high-quality development, and striving to create a new situation in data work.

"We must stimulate and enhance social vitality and strengthen the big data industry. We must better play the role of market mechanisms, cultivate and expand data companies, improve the data circulation and transaction service ecosystem, and create a data industry with orderly competition and prosperity."

Continue to promote the value creation of data elements

Since the Fourth Plenary Session of the 19th Central Committee of the Communist Party of China first proposed listing data as a new type of production factor, data factors have played an increasingly important role in promoting the development of the digital economy. They have become an important basic and strategic resource for the country, and have driven a significant increase in the scale of my country's data industry.

At the beginning of 2024, the National Data Administration and 17 other departments jointly issued the "Three-Year Action Plan for "Data Elements ×" (2024-2026)" (National Data Policy [2023] No. 11), proposing that by the end of 2026, the average annual growth rate of the data industry will exceed 20%, the scale of data transactions will double, and new forms of data element value creation will be promoted to become a new driving force for economic growth.

Wanlian Securities research shows that data elements have become a new driving force for the development of the digital economy and a key production factor in the digital age. The way in which data is put into production can be summarized as a process of three value releases.

Among them, the third value release of data elements is circulation empowerment, that is, allowing data to flow to places where it is more needed, allowing high-quality data from different sources to converge and integrate in new business needs and scenarios, and achieving win-win and multi-win value utilization.

Data circulation can break the "data island" and meet the value needs of both data supply and demand sides, and data trading is an important means to realize the tertiary value of data elements. As the data element market continues to expand, ensuring an orderly and efficient data circulation process is the key to maximizing the value of data.

Liu Liehong, director of the National Data Administration, said at the meeting that the National Data Administration will further promote the reform of market-oriented allocation of data elements, coordinate the planning and construction of Digital China, digital economy and digital society, accelerate the development of new quality productivity, accelerate the deep integration of the real economy and the digital economy, accelerate the cultivation of a national integrated data market, and contribute data power to China's modernization construction.

It is reported that this year my country will successively introduce eight institutional documents, including data property rights, data circulation, benefit distribution, security governance, public data development and utilization, enterprise data development and utilization, high-quality development of the digital economy, and guidelines for data infrastructure construction, to increase policy supply and promote the transformation of my country's massive data advantages into new national competitive advantages.

Orient Securities' research report pointed out that with the improvement of basic systems, data holders, processors and operators will have a basis to rely on, the model of circulation, development and operation monetization of data elements will gradually be implemented, and investors' attention to data elements will gradually increase.

Listed companies are accelerating their layout in potential sectors

Relevant industry research shows that due to the explosion of artificial intelligence, the introduction of a data property rights system framework, and the need for the development of the data security industry, a number of rapidly developing new data industry tracks are emerging in key links of the industrial chain such as data supply, property rights assessment, circulation, and security management involved in the data factor market.

Tianhe Defense's main businesses include three business systems: "military equipment", "communication electronics" and "new generation integrated electronic information (Tianrong Engineering)" and five business sectors: military equipment, 5G radio frequency, IoT perception, industry big data and digital ocean. The company's main products include radio frequency small signal chips and module products.

On July 18, the China (Xi'an) Advanced Manufacturing and Digital Industry Expo was grandly opened at the Xi'an International Convention and Exhibition Center. Zhang Chao, product director of Xi'an Tianhe Life Science Technology Co., Ltd., announced the results of Tianhe Defense Digital Health Platform.

According to reports, Tianhe Yunmai Health Business uses sensors such as PPG and ECG to obtain users' pulse waves, electrocardiograms and other physiological data. Based on the systematic and holistic principles of traditional Chinese medicine, it builds a unique M2O5S health status assessment model through AI technologies such as deep learning. The data analysis results are used to provide status and risk factor warnings for the "location, nature, and degree" of diseases that users may be susceptible to. It gradually builds a closed-loop service system for digital management of health risks that integrates monitoring, assessment, warning, and intervention. It also provides intervention recommendation solutions based on the knowledge map of traditional Chinese medicine etiology and pathogenesis, to achieve the family health risk management goal of less illness, fewer serious illnesses, and easier recovery.

This year, Tianhe Defense will make every effort to promote Yunmai health products, strengthen market promotion and channel expansion, increase promotion efforts on the To B side, and launch more differentiated and market-competitive products.

In the era of digital economy, computing power is the new quality of productivity. As of the end of March this year, the total scale of computing power of 10 national data center clusters exceeded 1.46 million standard racks, and the overall rack rate was 62.72%, an increase of 4 percentage points from 2022; the network delay between eastern and western hub nodes has basically met the 20 millisecond (ms) requirement; the proportion of green electricity in data centers exceeds the national average, and the green electricity utilization rate of some advanced data centers has reached about 80%, and the PUE (power utilization efficiency) of newly built data centers has dropped to as low as 1.10.

As the computing power network is being implemented, a number of listed companies are crossing over, hoping to find a new growth curve. In terms of methods, there are three forms of cross-border computing power for listed companies: one is bare metal leasing, the second is self-built intelligent computing centers, and the third is investment or acquisition of other computing power companies.

Mercedes-Benz Information Technology Co., Ltd. is mainly engaged in smart home, 5G communication and mobile Internet business, based on its business foundation with communication operators. In recent years, Mercedes-Benz Information Technology Co., Ltd. has entered the field of computing network construction and computing power leasing by relying on the advantages of its traditional main business, and has entered the field of AI big model MaaS service, opening up the entire chain of AI from the infrastructure supply side to the application side, which not only meets customer needs, but also provides broad space for the company's future performance growth in the field of digital economy.

On the evening of May 27, Mercedes-Benz Information released an announcement stating that it had recently received the "Notice of Transaction" for the computing power service procurement project. Mercedes-Benz Information became the successful supplier of the computing power service procurement project. The winning service content this time is leasing procurement with a lease period of four years. The total transaction price including tax is approximately 468 million yuan.

The smooth implementation of subsequent projects will have a positive impact on the company's development of computing power business, improve the overall competitiveness of the company's computing power business, enhance the company's ability to implement computing power business, and promote the company's future operating performance.