计算机行业：公共数据资源开发利用政策发布，产业发展提速

Investment Rating - The industry investment rating is "Buy" with a previous rating of "Buy" as well [1] Core Insights - The State Council has issued an opinion to accelerate the development and utilization of public data resources, focusing on four areas: deepening data element allocation reform, expanding public data supply, strengthening resource management, and encouraging application innovation. By 2025, a preliminary system for public data resource development and utilization will be established, fostering a number of data element enterprises [2] - The policy encourages data openness and exploration of data authorized operations, allowing for trial and error. This is the first time public data has been explicitly allowed for authorized operation, which will attract more enterprises and capital into the field [2] - Future policy benefits are expected, as the development and utilization of public data resources represent a breakthrough in the data element sector. The opinion marks the beginning of a substantial development phase, with more policy benefits anticipated in the coming years [2] - Investment suggestions focus on three main lines: data asset owners (data product suppliers), data element product operators (data delivery providers), and core participants in data element market infrastructure (data governance service providers, data infrastructure providers) [2] Related Companies - Companies to watch include YunSai ZhiLian (expected to participate in public data resource development in Shanghai), DeSheng Technology (leader in social security card sector with capabilities in civil data element operations), JiuYuan YinHai (potential in medical insurance data element development), and others such as GuangDian YunTong, ShenSangDa, YiHuaLu, TaiJi Co., ZhongKe JiangNan, MeiRi HuDong, ShanDa DiWei, and WanDa Information, as well as data element operators in vertical scenarios like medical IT and intelligent transportation [3]