信息服务行业信息点评:《关于加快公共数据资源开发利用的意见》发布,鼓励公共数据产品和服务开发
Haitong Securities·2024-10-10 00:44

Investment Rating - The report provides an investment rating of "Outperform the Market" for the public data sector, indicating a strong potential for growth and returns in this area [9]. Core Insights - The release of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee and the State Council emphasizes the establishment of a system for public data resource development and utilization, aiming to eliminate systemic barriers and enhance the quality and scale of data resources by 2025 [3][4]. - The report highlights the government's encouragement for the development of public data products and services, which is expected to significantly benefit the data element industry chain and related enterprises [5]. - The focus on artificial intelligence in government services is also noted, with support for the development and application of large AI models to improve public service efficiency [4][5]. Summary by Sections Public Data Resource Development - The government aims to establish a preliminary system for public data resource development by 2025, with a focus on enhancing resource supply and quality, and fostering data element enterprises [3][4]. - By 2030, a mature system for public data resource utilization is expected to be fully established, facilitating effective data circulation and enhancing its role in the economy and governance [3]. Encouragement of Data Product Development - The report encourages the development of public data products and services, particularly in sectors with high market demand and abundant data resources [4]. - It emphasizes the importance of supporting technological innovations in data collection, analysis, and security, as well as the creation of various data products [4]. Financial Support and Market Entry - The report outlines plans for increased government funding for data infrastructure and security, while also encouraging social capital to enter the data market [4]. - Financial institutions are urged to innovate products and services to support data element enterprises and infrastructure [4]. AI in Government Services - The report specifically mentions support for the research and application of AI models in government services, aiming to enhance the intelligence of public service and social governance [4].