信息服务行业信息点评：国家数据局发布《公共数据资源授权运营实施规范（试行）》（公开征求意见稿），释放积极鼓励信号

Investment Rating - The investment rating for the industry is "Outperform the Market" and is maintained [2] Core Viewpoints - The release of the "Interim Regulations on the Authorization and Operation of Public Data Resources" by the National Data Bureau is expected to accelerate the substantive advancement of public data authorization operations, benefiting the data element industry chain and related companies [4] - The National Data Bureau has quickly implemented supportive policies, indicating a positive signal for the exploration of public data authorization operations [3] - The regulations emphasize data security management, ensuring that data is "available but not visible," and require operators to fulfill their responsibilities regarding data security [3] Summary by Sections Policy Implementation - The National Data Bureau has drafted the "Interim Measures for the Registration and Management of Public Data Resources" and the "Interim Regulations on the Authorization and Operation of Public Data Resources," which are now open for public consultation [3] - The establishment of a "1+3" policy framework for the development and utilization of public data resources is underway, which includes the aforementioned regulations and related pricing policies [3] Operational Guidelines - Operators must determine their roles through fair competition methods such as public bidding, with operational periods not exceeding five years [3] - The regulations prohibit operators from re-developing public data products and services already delivered, promoting a segmented operational approach to avoid conflicts of interest [3] Data Security - Operators are required to manage data security effectively and prevent unauthorized use of public data resources, with a focus on minimizing risks during data processing and service delivery [3] Investment Recommendations - Companies to watch include Yihualu, Shanghai Steel Union, Zhongke Jiangnan, and others, as they are expected to benefit from the new regulations [4]