Understand this story
On October 28, the National Data Administration convened a symposium on the work of chain-leading enterprises in building high-quality industry datasets, requiring the chain-leading units to ascertain the data needs for artificial intelligence applications and to adhere to the principle of "determining supply by demand, promoting construction through use, and improving quality through evaluation," so as to advance dataset construction in a targeted manner. Reports by Cailian Press and East Money on November 2 both mentioned this meeting. The related reports also cited views from brokerages: Guojin Securities stated that a mature embodied large model requires at least tens of millions of hours of data, while current high-quality training data amounts to only hundreds of thousands to one million hours, leaving a supply-demand gap of about 90%; Zheshang Securities projected that the midstream data collection market will reach 174.1 billion yuan by 2030.
AI-generated from public reports
Developments
1 confirmed developments
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Nov 2
East Money
The National Data Administration symposium requires clarifying "data usage needs"; the physical AI data collection segment may lead the way
On October 28, the National Data Administration held a symposium on the work of chain leader units in building high-quality industry datasets, requiring chain leader units to clarify the data needs for artificial intelligence and to adhere to "determining supply by demand, promoting construction through use, and improving quality through evaluation." Sinolink Securities stated that the data required for a mature embodied large model is at least on the order of tens of millions of hours, while current high-quality training data is only on the order of hundreds of thousands to one million hours, leaving a supply-demand gap of about 90%. Zheshang Securities estimates that the midstream data collection market will reach 174.1 billion yuan by 2030, with a CAGR of 203% from 2026 to 2030.
Cailian Press
The National Data Administration symposium requires clarifying AI data usage needs; the physical AI data collection segment may lead the way
On October 28, the National Data Administration held a symposium on the work of chain-leading enterprises in building high-quality industry datasets, listing the clarification of AI data usage needs as a key priority and requiring chain-leading units to align supply with demand and advance dataset construction in a precise manner. A research report by Zheshang Securities states that by early 2026, the global supply of compliant, usable real-world physical interaction data will still fall short of what is needed to train a single general-purpose embodied large model by a factor of 20, and that current high-quality training data amounts to only hundreds of thousands to one million hours. Guojin Securities believes that the business model for data collection equipment and services is the clearest, with the highest order visibility.