计算机行业专题报告：十大不容忽视的数据要素新政细节

Investment Rating - The report suggests a positive investment outlook for the data element industry, recommending attention to specific companies such as Hehe Information, Dameng Data, and others [4][16]. Core Insights - The recent surge in data element policies, with five documents released post the "926" Politburo meeting, indicates a strong governmental push towards public data resource development, with seven more documents expected by year-end [4][8]. - The report highlights a shift from criticism of data misuse to a structured approach that encourages responsible data utilization, aiming to protect and empower officials in their roles [4][11]. - Key sectors such as human resources, meteorology, and transportation are expected to lead in the development and utilization of public data resources [4][12]. - The report outlines specific timelines for the establishment of data resource development rules, with significant milestones set for 2025, 2026, 2029, and 2030 [4][14]. - Financial support from both central and local governments is emphasized as crucial for the successful implementation of these policies [4][15]. Summary by Sections Recent Data Element Policies - Five data element policy documents were released following the "926" Politburo meeting, with additional documents anticipated by the end of the year [4][8]. - Upcoming policies will address data ownership, circulation, revenue distribution, security governance, and infrastructure development [4][9]. Investment Recommendations - The report recommends focusing on companies such as Hehe Information, Dameng Data, and others as potential investment opportunities in the data element sector [4][16].