信息服务：《国家数据标准体系建设指南》印发，数据要素政策组合形成合力

Investment Rating - The industry investment rating is "Outperform the Market" and maintains a "Market Perform" rating [1][6]. Core Viewpoints - The current policy combination has formed a clear synergy aimed at promoting the market-oriented allocation reform of data elements, fully releasing the potential of the data element market. Related industries and companies are expected to continue benefiting [2][4]. Summary by Relevant Sections Investment Highlights - The report highlights the issuance of the "National Data Standard System Construction Guide," which aims to establish a national data standard system by the end of 2026, revising general national standards and forming a number of standard application demonstration cases [1]. - The report suggests focusing on companies such as YunSai ZhiLian, Shanghai Steel Union, ZhongKe JiangNan, and others, as they are expected to benefit from the favorable policy environment [2]. Policy Background - The report outlines key policies related to data elements in recent years, including the "14th Five-Year Plan" which emphasizes accelerating digital development and activating the potential of data elements [1][2]. - It mentions the goal of establishing a data element market system by 2025, with a focus on enhancing the role of data elements in resource allocation [1]. Future Outlook - The report anticipates that by 2026, there will be over 300 typical application scenarios and a significant increase in the scale of data transactions, with an annual growth rate of over 20% in the data industry [1][2].