计算机行业简评报告：静待数据要素政策落地

Investment Rating - The industry investment rating is "Positive" indicating that the industry is expected to outperform the overall market performance [4]. Core Viewpoints - The digital economy is a key development direction for China, with a scale reaching 50.2 trillion yuan in 2022, showing a nominal growth of 10.3% year-on-year, significantly exceeding the GDP nominal growth rate for 11 consecutive years, and accounting for 41.5% of GDP [1]. - Data is recognized as the core engine for the development of the digital economy, with China's data production reaching 6.6ZB in 2021, representing 9.9% of the global total, ranking second worldwide [1]. - The trend towards marketization of data elements is evident, supported by various policies aimed at promoting the development of the data factor market [1]. - The final implementation of policies is awaited, with significant steps taken in 2023, including the establishment of the National Data Bureau and the release of several key policy documents [1]. - Investment opportunities are anticipated as the industrialization of data elements accelerates, with specific companies identified as potential beneficiaries [1]. Summary by Sections Market Overview - The digital economy's rapid growth and its substantial contribution to GDP highlight the importance of data as a production factor [1]. Policy Developments - Various policies have been introduced to support the data factor market, including accounting regulations and frameworks for data resource management [1]. Future Outlook - The establishment of the National Data Bureau and upcoming policy releases are expected to clarify the path for data element implementation, indicating that the industry is nearing practical application [1]. Investment Recommendations - Companies in the government data, healthcare data, and data software sectors are highlighted as potential investment opportunities due to the expected acceleration in data element industrialization [1].