计算机：政策密集催化，公共数据市场化进程有望加速

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry, indicating an expected performance that exceeds the benchmark index by over 10% [6]. Core Insights - The recent policy developments are expected to accelerate the marketization of public data resources, with specific goals set for 2025 and 2030 regarding the establishment of a regulatory framework and the cultivation of data-driven enterprises [2][3]. - The report highlights the importance of public data resource allocation and operational requirements, emphasizing the need for a dynamic public data open directory and improved management of data resources and authorized operators [2][3]. Summary by Sections Recent Market Performance - The computer industry has seen significant policy announcements aimed at enhancing the development and utilization of public data resources, which are anticipated to drive market growth [1][3]. Policy Developments - The Central Committee and State Council have issued opinions to expedite the development of public data resources, with a focus on establishing a regulatory framework by 2025 and achieving a mature system by 2030 [2][3]. - Recent policies include the promotion of high-quality data industry development and the establishment of a national data standard system by the end of 2026 [3]. Investment Recommendations - The report suggests focusing on data element vendors with state-owned backgrounds, such as Cloud Sai Zhilian and Guangdian Yuntong, as well as companies with a presence in key sectors like government and healthcare [3][4]. - Data security firms are also highlighted as potential investment opportunities, including companies like Jida Zhengyuan and Qiming Star [4].