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 identified 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 global data production, ranking second globally [1]. - The trend towards marketization of data as a production factor is emphasized, supported by various policies aimed at promoting the development of data elements [1]. - The report highlights the anticipation of final policy implementations that will guide the market development of data elements, with significant policy frameworks already established [1]. - Investment opportunities are expected to accelerate in the data element industry, with specific companies identified as potential beneficiaries, including government data providers and healthcare data providers [1]. Summary by Sections - Market Trends: The digital economy is rapidly growing, with a significant contribution to GDP and a robust data production capacity [1]. - Policy Developments: Various policies have been introduced to support the data economy, including accounting regulations for data resources and the establishment of a national data bureau [1]. - Investment Recommendations: The report suggests that the industrialization of data elements will create opportunities for related companies, listing several key players in the market [1].