计算机行业政策点评：七项相关政策即将发布，数据要素有望加速市场化

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1]. Core Insights - The report highlights that seven relevant policies are expected to be released, which will accelerate the marketization of data elements. The future reforms will focus on data infrastructure, the cultivation of a unified national data market, and the development and utilization of data resources [1][2]. - The rapid development of the data element market is underscored by the successful market-based valuation of data assets, as evidenced by a recent loan of 10 million yuan secured by a startup using market valuation methods [1]. - The report suggests that the intensive rollout of data-related policies will likely expedite the marketization process of data elements [1]. Summary by Sections Data Infrastructure Development - The National Data Bureau has introduced eight significant policies over the past year, with seven more policies on enterprise data utilization and high-quality data industry development expected soon. This includes establishing a data property rights system and improving data circulation and transaction rules [1]. National Unified Data Market - Future efforts will focus on strengthening the systematic layout of the data market, creating unified rules, facilities, and governance systems, and fostering competitive market entities [1]. Data Resource Development and Utilization - The report emphasizes the importance of developing public, enterprise, and personal data resources, aiming to cultivate competitive data enterprises [1]. Investment Recommendations - The report recommends focusing on data element vendors with state-owned backgrounds and those with a presence in key sectors such as government and healthcare [3].