信息技术行业动态点评：多地启动“数据要素×”大赛，聚焦数据要素开发应用

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the information technology industry [3] Core Insights - The 2024 "Data Element ×" competition, organized by 16 government departments including the National Data Bureau, focuses on the development and application of data elements, with local and national finals planned [1][2] - The competition encourages participation from enterprises, research institutions, and universities, promoting cross-industry collaboration to create innovative solutions [2] - The competition aligns with the "Three-Year Action Plan for Data Elements (2024-2026)," covering 12 industries and fields, aiming to highlight the value of data elements and drive technological development [2] - The first batch of 20 typical cases showcasing the application of data elements was released, demonstrating the broad applicability and transformative potential of data across various sectors [2] - The report suggests monitoring companies such as Desheng Technology, Jiuyuan Yinhai, Puyuan Information, Yunsai Zhili, Shensanda, Yihualu, Taiji Co., Shanda Diwei, Yinzhijie, and Kechuang Information for potential investment opportunities [2] Summary by Sections - Competition Overview: The "Data Element ×" competition has been initiated, with 11 provinces participating as of June 21, 2024, focusing on practical issues and the value of data elements [1] - Participation and Collaboration: The competition encourages collaboration among various stakeholders, including enterprises and academic institutions, to foster innovative solutions through cross-disciplinary integration [2] - Industry Focus: The competition targets 12 specific industries, aiming to select effective and innovative data utilization solutions that can lead to significant technological advancements [2] - Case Studies: The release of 20 typical cases illustrates the successful application of data elements in sectors like industrial manufacturing and financial services, emphasizing efficiency improvements and cost reductions [2] - Investment Recommendations: The report highlights several companies as potential investment opportunities within the context of the ongoing data element initiatives [2]