Industry Investment Rating - The report does not provide a specific investment rating for the industry [4][7]. Core Insights - The report highlights the recent implementation of enterprise data development policies, which aim to enhance corporate competitiveness and support digital transformation in industries. This is expected to provide a strong foundation for high-quality development [4]. - The industry is entering a new phase characterized by policy implementation and an expansion of orders, driven by the acceleration of project approvals related to data element platforms [4][5]. Summary by Relevant Sections Industry Overview - The closing index is at 3253.27, with a 52-week high of 4600.65 and a low of 2805.53 [4]. Policy Developments - The National Data Bureau has solicited opinions on promoting the development and utilization of enterprise data resources, focusing on mechanisms for data rights realization and enhancing corporate roles [4]. - Local governments are actively formulating data-related legal frameworks and policies to innovate public data operation methods [4]. Market Dynamics - The report indicates that since June, there has been an increase in the pace of project approvals for data element platforms, with significant budgets allocated for various projects across different provinces [4][5]. - Specific projects mentioned include a budget of 500 million for Hubei's data element circulation platform and 230 million for Heilongjiang's integrated platform [4]. Related Companies - Companies involved in data element platform construction include Taiji Co., Shensanda, Yihualu, Yunsai Zhili, and Guangdian Yuntong [5]. - Companies engaged in public data operations include Zhongke Jiangnan, Bosi Software, and Xindian Software, among others [5][6]. - Data asset management firms mentioned are Sanwei Tiandi and Puyuan Information [6].
计算机:企业数据开发政策落地,基础制度完善可期
China Post Securities·2024-09-29 02:00