计算机行业政策点评：首个国家层面系统性规划文件发布，数据标注产业将快速发展

Investment Rating - The report maintains an investment rating of "Buy-A" for the companies listed, specifically for 浪潮信息 (Inspur Information) and 中科曙光 (Zhongke Shuguang) [2] Core Insights - The first national-level systematic planning document has been released, indicating that the data labeling industry is expected to experience rapid growth. By 2027, the industry is projected to achieve a compound annual growth rate (CAGR) exceeding 20% [2][3] - The implementation opinions provide comprehensive guidance on labeling demand, technological innovation, and ecosystem development, focusing on public data labeling needs in sectors like intelligent manufacturing and information services [4] - The report highlights the current fragmented landscape of the domestic data labeling industry, with a mix of large tech companies and numerous small data labeling firms, emphasizing the need for standardized industry practices to enhance quality [4][5] Summary by Sections Industry Overview - The data labeling industry is anticipated to grow significantly due to the government's push for high-quality data supply, which is crucial for the development of the domestic artificial intelligence sector [5] Key Developments - The report notes that the lack of high-quality Chinese language data is a pressing issue, with only 1.3% of global website content being in Chinese, necessitating improvements in data labeling to enhance data quality [5] Investment Recommendations - The report suggests focusing on companies with technological advantages and practical experience in data labeling, such as 海天瑞声 (Haitian Ruisheng), 科大讯飞 (iFlytek), 影谱科技 (Yingpu Technology), and 云从科技 (CloudWalk Technology). It also recommends server manufacturers like 浪潮信息 and 中科曙光 for their role in supporting data labeling tasks [5]