计算机：数据要素新政，数据授权运营打开更多想象空间

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - The report highlights the release of the document "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee and the State Council, which aims to establish a preliminary system for the development and utilization of public data resources by 2025 [1] - It emphasizes the significant improvement in the supply scale and quality of data, the continuous enrichment of data products and services, and the notable achievements in the development and utilization of public data resources in key industries and regions [1] - By 2030, the report anticipates a more mature system for the development and utilization of public data resources, with efficient compliance in data circulation and usage, fully leveraging public data's role in empowering the real economy, expanding consumer demand, and enhancing governance capabilities [1] - The report outlines 17 measures to promote data utilization, including advancing government data sharing, encouraging public data open access, and enhancing resource management systems [1] - Investment suggestions include focusing on companies with data processing capabilities and public data resource advantages, such as Anheng Information and Guangdian Yuntong, as well as those involved in data trading and processing [1] Summary by Sections - Industry Rating: Overweight [1] - Key Policy Developments: The document outlines a roadmap for public data resource development, aiming for a structured approach by 2025 and a comprehensive system by 2030 [1] - Investment Recommendations: Emphasis on companies with strong data capabilities and public data resource advantages, suggesting a focus on specific firms like Daily Interaction and Shanghai Steel Union [1]