2026年数据要素价值释放年：从量变到质变，千亿级蓝海初现雏形

Core Insights - The data factor market in 2026 is characterized by both "improved policy systems" and "local practical implementation" [1] - The year 2026 is designated as the "year of data factor value release," with expectations for rapid development in public and enterprise data products [2] Policy Developments - Multiple documents related to the value extraction of data factors have been released, including guidelines for promoting high-quality data industry development and strengthening data technology innovation [1] - The national data bureau has published 100 key public data demonstration scenarios covering various sectors, including smart agriculture and healthcare, which have shown effective results [2] Market Dynamics - The value of data factors is expected to accelerate, driven by both public and enterprise data, entering a phase of rapid release [2] - In 2025, significant progress was made in the construction of data infrastructure, with over 30 policies introduced to enhance resource registration and operational norms [4] Industry Applications - Public data products, such as weather warning services and macroeconomic statistical visualization, are anticipated to achieve large-scale supply [3] - The industrial internet data products are being shared within supply chains, enhancing data value circulation and efficiency [3] Challenges in Value Release - The market faces multiple coordination obstacles that hinder the full release of data value, stemming from unclear responsibilities and fragmented rules [4][5] - There is a lack of clarity in data rights and revenue distribution, particularly in cross-regional and cross-industry applications [5] Future Outlook - The establishment of a unified national data market is crucial for overcoming coordination issues, with a focus on creating standardized trading rules and registration systems [6] - The integration of data infrastructure with artificial intelligence is expected to provide technical solutions for embedding data into business processes [7] Measurement and Evaluation - The need for quantifiable standards to assess data value is emphasized, with suggestions for focusing on market value generated by data products [8] - The data factor market in China is projected to reach a scale of 204.29 billion yuan by 2025 and exceed 300 billion yuan by 2028, driven by institutional and technological advancements [8]