计算机行业点评：拟建可信数据空间，数据要素产业再上台阶

Investment Rating - The industry investment rating is "Increase" [6] Core Viewpoints - The policy catalysis is intensive, and the development of national data platforms is accelerating [3] - The plan aims to establish over 100 trusted data spaces by 2028, enhancing data resource utilization and circulation efficiency [3] - The commercial model for data elements is taking shape, with public data operation authorizations already granted to some entities [3] Summary by Sections Event Overview - The National Data Bureau has solicited public opinions on the "Trusted Data Space Development Action Plan (2024-2028)" [2] - The establishment of the National Data Group Alliance aims to enhance cooperation among data enterprises across provinces and accelerate the development of the data element industry [2] Policy Developments - Multiple data element policy documents are set to be released, focusing on data property rights, circulation, revenue distribution, and safety governance [3] - The action plan emphasizes establishing a comprehensive data property rights system and specific rules for data management [3] Investment Recommendations - Companies likely to benefit from national data platform construction include ShenSanda and YiHuaLu [4] - Companies expected to benefit from public data operation authorizations include YunSaiZhiLian, GuoXinHealth, and Shanghai Steel Union [4]