通信行业快评报告：加强构建可信数据空间，提升核心技术攻关与基础服务建设

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [1] Core Viewpoints - The report emphasizes the importance of building a credible data space to enhance core technology breakthroughs and foundational service construction. The "Action Plan" aims to establish over 100 credible data spaces by 2028, significantly improving the level of data development, openness, and circulation in line with China's economic and social development [1][3]. - The "Action Plan" focuses on enhancing three capabilities: governance capability, interaction capability, and value co-creation capability within the credible data space. It highlights the need for secure identity verification, privacy protection, and the ability to trace data usage throughout its lifecycle [1][3]. - The report suggests a multi-dimensional approach to promoting credible data spaces, targeting enterprises, industries, cities, individuals, and cross-border dimensions to foster a robust data ecosystem [1][3]. Summary by Sections Investment Highlights - The credible data space is seen as a foundational infrastructure for data resource sharing and utilization, essential for creating a national integrated data market. The report recommends focusing on the construction of data privacy security systems, the accelerated release of public data value in urban planning scenarios, and investment opportunities arising from the development of computing power and cloud service industries [3]. Key Areas of Focus - The report identifies key areas for investment, including the construction of data privacy security systems, the integration of public data in urban governance, and companies mastering core technologies such as smart contracts and data identification [3].