计算机：公共数据资源开发利用优先落地四个方向

Investment Rating - The report assigns an "Overweight" rating for the computer industry, consistent with the previous rating [2][4]. Core Insights - The report highlights the imminent release of public data operation guidelines, expected to first impact the meteorology, transportation, social security, and natural resources sectors [4]. - It anticipates that these sectors will become the initial pilot areas for public data resource development and utilization [4]. - The report emphasizes the potential for significant business opportunities for companies involved in the development and operation of public data in these fields [4]. Summary by Sections Investment Recommendations - The report recommends companies that support the development of public data in meteorology, transportation, social security, and natural resources, specifically naming Guoneng Rixin, Tongxingbao, and Digital Zhengtong as key targets [4]. - Beneficiary companies include Desheng Technology, Jiuyuan Yinhai, ChaoTu Software, Aerospace Hongtu, and Shanda Diwei [4]. Market Context - A press conference held by the National Data Bureau indicated that the release of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" is expected to yield four main effects: significantly expanding public resource data supply, stimulating societal data utilization, increasing effective investment recovery, and promoting data industry development [4]. - The report notes that the management guidelines will effectively address policy bottlenecks and release the value of data elements in the aforementioned sectors [4]. Company Valuation - The report includes a valuation table for recommended stocks, with specific metrics such as closing prices and projected earnings per share (EPS) for 2024, 2025, and 2026, along with corresponding price-to-earnings (PE) ratios [7]. - For instance, Guoneng Rixin (301162.SZ) has a closing price of 39.66 yuan with a 2024E EPS of 1.29 yuan, resulting in a PE of 30.74 [7].