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 report suggests a focus on leading enterprises and key industries that may benefit from the Trusted Data Space Development Action Plan [3][8]. Core Insights - The National Data Bureau released the Draft for Comment of the Trusted Data Space Development Action Plan (2024-2028), aiming to establish over 100 trusted data spaces by 2028, enhancing data development and usage across sectors [6][7]. - The plan promotes multi-level trusted data spaces, including enterprise, industry, city, personal, and cross-border levels, to facilitate data sharing and collaboration [7][8]. - Operators and data providers will share profits based on market mechanisms, supporting the development of data products and services [2][7]. - The plan emphasizes the acceleration of a national integrated computing network and the exploration of integrating foundation models with trusted data spaces [2][8]. Summary by Sections Trusted Data Space Development - The plan aims to create a trusted data space infrastructure for data sharing based on consensus rules, supporting a unified national data market [6][7]. - By 2028, the plan seeks to enhance the data ecosystem aligned with China's economic and social development [6][8]. Multi-Level Trusted Data Spaces - The plan outlines the development of trusted data spaces at various levels: 1. Enterprise Level: Support leading enterprises in building trusted data spaces for data sharing [7]. 2. Industry Level: Develop trusted data spaces in key industries to enhance data flow [7]. 3. City Level: Encourage cities to build trusted data spaces using public data [7]. 4. Personal Level: Explore personal trusted data spaces when conditions mature [7]. 5. Cross-Border Level: Facilitate cross-border data flow in research and supply chain scenarios [7]. Profit Sharing and Collaboration - The plan supports operators in deploying environments for data product development and encourages cooperation with data services [2][7]. - Profit distribution will be based on market evaluation contributions [2]. National Integrated Computing Network - The plan emphasizes the need to accelerate the construction of a national integrated computing network and explore the integration of foundation models with trusted data spaces [2][8]. Investment Recommendations - The report recommends focusing on companies such as INESA Intelligent Tech, Shanghai Ganglian E-Commerce Holdings, and others that are likely to benefit from the plan [3][8].