计算机行业政策点评：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 more than 10% [1][5]. Core Viewpoints - Recent policies have been introduced to accelerate the marketization of public data resources, with specific goals set for 2025 and 2030 regarding the development and utilization of public data [1][2]. - The report emphasizes the importance of data element marketization, highlighting the expected compound annual growth rate of over 15% for the data industry by 2029 [1][2]. - Key focus areas for investment include state-owned data element companies and those with a presence in critical sectors such as government and healthcare [2][3]. Summary by Sections Industry Performance - The computer industry has seen significant policy developments aimed at enhancing the utilization of public data resources, which is expected to drive market growth [1]. - The National Data Bureau has outlined a two-phase goal for public data resource development, with initial rules expected by 2025 and full maturity by 2030 [1]. Policy Developments - The report notes that multiple policy documents have been released, including guidelines for promoting high-quality data industry development and the establishment of a national data standard system by the end of 2026 [1][2]. - Specific measures include the establishment of a public data open directory and improved management of data resource operations [1]. Investment Opportunities - The report identifies several companies as potential investment opportunities, including those with state-owned backgrounds and those operating in key sectors like government and healthcare [2][3]. - Data security firms are also highlighted as important players in the evolving landscape of data utilization [3].