信息服务行业信息点评：《可信数据空间发展行动计划（2024-2028年）》（征求意见稿）发布，培育多层次可信数据空间

Investment Rating - The investment rating for the industry is "Outperform the Market" and is maintained [2]. Core Insights - The report highlights the release of the "Trusted Data Space Development Action Plan (2024-2028)" by the National Data Bureau, which aims to establish over 100 trusted data spaces by 2028, enhancing data development, openness, and circulation across various sectors [2][3]. - The concept of "trusted data space" is defined as an infrastructure for data resource sharing and utilization, essential for building a unified national data market [3]. - The plan emphasizes the cultivation of multi-level trusted data spaces, including enterprise, industry, city, individual, and cross-border levels, to facilitate data sharing and collaboration [3][4]. - The report suggests that leading enterprises and key industries will benefit first from the plan, with specific support for sectors such as technology innovation, agriculture, industrial sectors, and services [5]. Summary by Sections Investment Rating - The industry is rated as "Outperform the Market" [2]. Trusted Data Space Development - The plan aims to create a comprehensive trusted data space network by 2028, enhancing data circulation and usage levels significantly [2][3]. - It includes the establishment of standards, technical systems, and best practices for trusted data spaces [2]. Multi-Level Trusted Data Spaces - The plan promotes the development of trusted data spaces at various levels: enterprise, industry, city, individual, and cross-border [3]. - Specific initiatives include supporting leading enterprises in building trusted data spaces and facilitating data sharing among supply chain partners [3]. Collaboration and Revenue Distribution - The plan encourages collaboration among operators, data suppliers, and service providers, with a market-based mechanism for revenue distribution [3]. Infrastructure Development - Accelerating the construction of a national integrated computing network and exploring the integration of large models with trusted data spaces are key focuses [3]. International Cooperation - The plan outlines the establishment of efficient and secure mechanisms for cross-border data flow and international cooperation in trusted data spaces [4]. Investment Recommendations - The report recommends focusing on companies such as Yihua Technology, Shanghai Steel Union, and others that are positioned to benefit from the trusted data space initiatives [5].