计算机行业快评报告：中央出台公共数据顶层设计政策，加速公共数据释放要素价值

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [1]. Core Insights - The recent issuance of the "Opinions on Accelerating the Development and Utilization of Public Data Resources" by the Central Committee and the State Council marks a systematic deployment for the development and utilization of public data resources, aiming to significantly enhance the scale and quality of resource supply by 2025 [1]. - The report emphasizes that the policy is expected to accelerate the release of the value of public data, with subsequent supporting policies anticipated to be implemented quickly [1]. - The "Opinions" outline three main supply methods for public data: sharing, opening, and authorized operation, which are expected to stimulate the vitality of data elements [1]. Summary by Sections Public Data Development - The "Opinions" aim to expand the supply of public data resources, targeting various data types and user groups, and clearly define the three methods of supply: sharing, opening, and authorized operation [1]. - Sharing focuses on government data, enhancing the quality of data sharing and management through cross-level, cross-regional, and cross-departmental collaboration [1]. - Opening emphasizes the need for orderly and lawful access to complete, accurate, timely, and machine-readable public data while ensuring national data security and personal information protection [1]. - Authorized operation targets sensitive data, establishing clear conditions and operational models for data usage [1]. Policy Framework - The report suggests that the establishment of a pricing mechanism for public data services will help explore commercial models and further realize the value of public data [1]. - The "Opinions" are expected to lead to a "1+N" supporting policy system to regulate the authorized operation of public data [1]. - Key areas of focus include the construction of hardware and software infrastructure for government information systems, the establishment of data security and governance systems, and the development of public data resources [1].