Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [5] Core Insights - The introduction of public data resource policies is expected to accelerate the establishment of normative systems for public data operation and utilization [3] - The "Interim Measures for the Registration and Management of Public Data Resources" clarifies the definition and registration management scope of public data resources, emphasizing the need for a professional information system to support registration and sharing [1][3] - The "Implementation Norms for Authorized Operation of Public Data Resources" identifies two key participants: implementing agencies and operating agencies, with a focus on data security management and the encouragement of further development of public data products and services [1][3] Summary by Sections Policy Development - On October 12, 2024, the National Development and Reform Commission and relevant departments drafted two public data resource documents for public consultation, aiming to enhance the development and utilization of public data resources [1][3] Public Data Resource Definition - The "Interim Measures" define public data resources as data sets generated by government agencies and enterprises during their lawful duties or public service provision, with a clear registration requirement for authorized data resources [1][3] Data Security and Management - The "Implementation Norms" stipulate that implementing agencies must assume data security responsibilities and manage risks associated with data processing and operation, ensuring that data is not used beyond authorized limits [1][3] Investment Recommendations - The report suggests focusing on the construction of software platforms for public data registration, the establishment of data governance and security systems, and the potential value release from the redevelopment of public data products and services [3]
计算机行业快评报告:公共数据配套政策(征求意见稿)出台,加速行业规范性建设
Wanlian Securities·2024-10-15 02:00