计算机行业点评《关于加快公共数据资源开发利用的意见》：两办发布公共数据要素政策，推动产业加速发展

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the release of a policy aimed at accelerating the development of public data resources, establishing a framework for data ownership, market transactions, and benefit protection [4] - The policy sets development goals with timelines, aiming to establish a preliminary system for public data resource utilization by 2025 and a more mature system by 2030 [4] - Financial support and institutional guarantees are emphasized to bolster the development of the data industry, including increased central budget investments and encouragement for financial institutions to support data enterprises [4] - The report discusses the encouragement of various data authorization models to optimize resource allocation and promote the development of data products and services [4] Industry Overview - The industry comprises 337 listed companies with a total market value of 35,364.65 billion and a circulating market value of 30,646.11 billion [2] - Key companies in the industry include: - Chuangyi Huikang: Stock price 4.79, EPS forecast for 2024E is 0.16, rated "Buy" [3] - Weining Health: Stock price 6.88, EPS forecast for 2024E is 0.25, rated "Buy" [3] - Jiahe Meikang: Stock price 20.86, EPS forecast for 2024E is 0.69, rated "Buy" [3] - Jiuyuan Yinhai: Stock price 16.71, EPS forecast for 2024E is 0.49, rated "Buy" [3]