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 National Data Bureau Releases 'Implementation Guidelines for Authorized Operation

Investment Rating - The report suggests a positive outlook for the public data resource industry, indicating that the release of the 'Public Data Resource Authorized Operation Implementation Specification (Trial)' is expected to accelerate substantial progress in public data operations [4][8]. Core Insights - The National Data Bureau's recent release of the draft specification signals encouragement for the development and utilization of public data resources, with a focus on authorizing qualified institutions for data resource development and technical services [5][6]. - The rapid implementation of specific policy rules is expected to foster exploration in public data authorized operations, potentially leading to significant advancements in the industry [6][8]. - The specification emphasizes data security management, ensuring that data is "usable but not visible," which is crucial for maintaining data integrity and security [8]. Summary by Sections - Policy Implementation: The National Data Bureau has drafted and released the 'Public Data Resource Authorized Operation Implementation Specification (Trial)', which aims to regulate authorized operations and encourage qualified institutions to engage in public data resource development [5][6]. - Operational Guidelines: The specification outlines that operating institutions should be determined through competitive bidding, with a maximum operational term of five years. It also prohibits these institutions from redeveloping delivered public data products, promoting a segmented approach to public data operations [7][8]. - Data Security: The report highlights the importance of data security management, requiring institutions to adhere to strict guidelines to prevent unauthorized use of public data resources and mitigate risks associated with data processing [8]. - Investment Opportunities: The report identifies several companies that are likely to benefit from the new regulations, including INESA Intelligent Tech, Shanghai Ganglian E-Commerce Holdings, and others, suggesting a positive outlook for the data element industry chain [4][9].