机构视点 战略再升级：以技术筑基，开启数据价值原生时代

Core Insights - The implementation of the "Implementation Opinions" marks a significant shift in China's approach to data technology innovation, transitioning from merely facilitating data flow to actively cultivating the intrinsic value of data as a production factor [1][2][3] - The policy emphasizes the importance of foundational technology in building a data factor market, addressing existing shortcomings in the underlying technology that supports efficient and trustworthy data circulation [2][3] - The focus on core independent research and development signifies a new phase in data technology, moving away from centralized platforms to a more specialized ecosystem of service providers [3][4] Group 1: Policy Framework - The "Implementation Opinions" outlines a comprehensive strategy for data technology innovation across three dimensions: technical breakthroughs, industrial ecology, and foundational support [1] - It aims to create a unified technical foundation that provides essential tools, hardware, and standards for the data economy, likening it to providing seeds, farming tools, and planting protocols for the "data planting" era [2] Group 2: Market Dynamics - The shift towards core independent R&D will favor long-term investments in hard technologies such as algorithms and chips, reshaping the investment landscape [3] - The emerging ecosystem will see a decline in platform monopolies, with a rise in specialized service providers focusing on data quality, compliance auditing, and asset evaluation [3][4] Group 3: Strategic Positioning - Companies must reassess their strategic positioning within the new data landscape, determining whether they will act as technology providers, data resource contributors, or value-added service operators [3] - The national agenda sets ambitious goals for data value realization, aiming for significant breakthroughs by 2027 and achieving international leadership by 2030 [3]