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] - The report emphasizes the importance of financial and institutional support for the growth of the data element industry, including increased investment in data infrastructure and security [4] - It encourages the development of various data authorization models to optimize resource allocation and promote data product and service development [4] Summary by Sections Basic Conditions - The number of listed companies in the industry is 337 [2] - The total market value of the industry is 35,364.65 billion [2] - The circulating market value of the industry is 30,646.11 billion [2] Key Company Conditions - The report provides financial metrics for key companies, including stock prices, EPS, and PE ratios, with recommendations to buy for several companies such as Chuangyi Huikang, Weining Health, and Jiuyuan Yinhai [3] Industry Market Comparison - The report discusses the potential for significant growth in the data element industry, driven by supportive policies and the establishment of a robust market framework [4]