计算机行业数据要素：顶层设计出台，加速发展可期

Investment Rating - The report maintains a neutral investment rating for the computer industry [3]. Core Insights - The recent policy document titled "Opinions on Accelerating the Development and Utilization of Public Data Resources" is expected to catalyze the growth of the data factor industry, with a focus on establishing a framework for public data resource development by 2025 and a more mature system by 2030 [3][4]. - The report highlights the expansion of public data supply and the flourishing of application scenarios, emphasizing the need for improved data sharing and collaboration across regions and systems [3][4]. - The exploration of public data authorization and operation is anticipated to gradually form a closed-loop model, benefiting leading companies in the data factor sector as policies continue to be introduced [3][4]. Summary by Sections Policy Framework - The central government has initiated a systematic deployment to encourage public data authorization and operation, which includes establishing a classification and grading mechanism for public data [3]. - The report outlines the need for clear data management institutions, authorization conditions, operational models, and safety management responsibilities [3]. Market Opportunities - The report identifies potential beneficiaries in the infrastructure sector, local operators, and vertical application providers, including companies like Taiji Co., Yunsai Zhili, and Wanda Information [4]. - The ongoing policy support is expected to foster innovation in data products and enhance data service capabilities, leading to a more robust data economy [3][4].