计算机：中央层面首次对公共数据资源开发利用进行系统部署，将形成政策规则体系

Investment Rating - Investment recommendation: Outperform the market (maintained) [6] Core Insights - Recent policies on data elements have been intensively released, marking the first systematic deployment at the central level for the development and utilization of public data resources, which is expected to form a policy rule system and promote high-quality development of the data industry [3][6] - The National Data Bureau aims for an average annual compound growth rate of over 15% in the data industry scale by 2029, with specific measures proposed to strengthen planning and cultivate diverse operating entities [6] - The policy framework for public data resource development and utilization is expected to significantly expand resource supply and stimulate effective investment in the data industry [6] Summary by Sections Industry Events - On October 10, 2024, the State Council Information Office introduced the situation regarding the development and utilization of public data resources, indicating a favorable environment for data industry growth [6] - The National Data Bureau released a draft guiding opinion on promoting high-quality development of the data industry on September 27, 2024, which includes measures to enhance planning and encourage market-oriented models for data resource utilization [6] - The central government has set a goal to establish a preliminary system of rules for public data resource development and utilization by 2025, with a more mature system expected by 2030 [6] Investment Opportunities - Investment opportunities are suggested in the following areas: 1. Data infrastructure construction: Companies such as Runze Technology, Zhongke Shuguang, Inspur Information, and Unisplendour [6] 2. Data element industry chain service: Companies like China Mobile, China Telecom, China Unicom, Shanghai Steel Union, Yunsai Zhili, Zhongke Xingtai, Yuxin Technology, and Shenzhou Information [6]