软件与服务：促进数据产业高质量发展，重点关注数据交易等方向

Investment Rating - The industry investment rating is "Positive" and maintained [6] Core Insights - The issuance of the "Guiding Opinions on Promoting the High-Quality Development of the Data Industry" by the National Development and Reform Commission and other departments is expected to have a profound impact on the development of the data industry, promoting better utilization of data resources and industrial upgrades, with data trading being a clear beneficiary [2][4] - The data industry is projected to achieve an average annual compound growth rate of over 15% by 2029, with the industry scale expected to grow from 1 trillion yuan in 2020 to 2 trillion yuan in 2023, reflecting a 25% average growth rate from 2020 to 2023 [4][9] - The "Guiding Opinions" outlines a comprehensive policy framework across eight areas, including data technology innovation, resource utilization, and market participant cultivation, which is anticipated to accelerate industry development [4][9] Summary by Sections Industry Overview - The data industry represents a new phase of data element development, encompassing data collection, storage, trading, utilization, and governance [4][9] Policy Impact - The policy framework aims to enhance data industry planning, foster diverse business entities, and improve data resource utilization, which is expected to sustain rapid industry growth [4][9] Market Opportunities - Companies with data resources or product development capabilities, particularly those exploring data trading business models in sectors like healthcare, are recommended for investment [2][4]