信息技术行业动态点评：数据要素政策持续催化，产业趋势明确向好

Investment Rating - The report maintains an "Outperform" rating for the information technology sector [4]. Core Insights - The continuous catalysis of data element policies and the clear industrial trend are expected to drive growth in the information technology sector [2][3]. - The establishment of a national data standard system is set to clarify industrial direction and promote the development of the data element industry [3]. Summary by Sections Policy Developments - The National Development and Reform Commission issued the "National Data Standard System Construction Guide," aiming to establish a comprehensive data standard system by the end of 2026, including over 30 foundational national standards [2]. - As of July 2024, 226 localities have established public data open platforms, with over 340,000 effective datasets available [3]. Industry Recommendations - The report suggests focusing on companies such as Jiuyuan Yinhai, Desheng Technology, Puyuan Information, Yunsai Zhili, Shensanda, Yihualu, Taiji Co., Shanda Diwei, Yinzhijie, and Kechuang Information for potential investment opportunities [3].