先进制造行业周报：中办、国办印发《关于加快公共数据资源开发利用的意见》，数据要素价值创造扬帆启航

Investment Rating - The industry investment rating is "Overweight" [2] Core Insights - The report highlights the release of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee and the State Council, marking a systematic deployment for public data resource development [4][6] - By 2025, the framework for public data resource development and utilization is expected to be established, with significant improvements in resource supply scale and quality, and a notable increase in data products and services [6][8] - The report emphasizes that data elements are the "oil field" of the digital economy era, with China's digital economy reaching 53.93 trillion yuan in 2022, accounting for 42.8% of GDP [8] Summary by Sections Public Data Resource Development - The report discusses the systematic deployment of public data resource development, with a focus on establishing rules and frameworks by 2025 and 2030 [6][8] - It outlines 17 measures to promote data sharing, opening, and authorized operation, aiming to address the supply issues of public data resources [6][8] Market Potential - The data element market is projected to grow rapidly, with a compound annual growth rate exceeding 25% during the 14th Five-Year Plan period, potentially exceeding 174.9 billion yuan by 2025 [8] - The report indicates that the commercialization of data elements is entering a phase of rapid development, driven by digital transformation [11] Key Companies to Watch - The report recommends focusing on companies involved in data services, management, and security, including: - Data services: Taiji Co., Neusoft Group, Zhongke Xingtu, SuperMap Software - Data management: Tuoer Si, Dongfang Guoxin, Haimass Data - Data security: Green Alliance Technology, Anheng Information [4][11]