工作要点相继发布，关注数据经济投资机遇

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Insights - The recent release of the "2025 Digital Economy Development Work Points" by the National Development and Reform Commission and the National Data Bureau is expected to clarify the direction for data economy construction and drive the data industry from "policy catalysis" to "endogenous growth," thereby accelerating the development of the data factor industry and benefiting the entire industrial chain. Companies with data resources or data product development capabilities, particularly those that have gained advantages in sectors like healthcare, finance, and education, are recommended for attention [2][7] Summary by Relevant Sections - The publication of the "2025 Digital Economy Development Work Points" outlines seven key tasks, including accelerating the release of data factor value and strengthening digital infrastructure. The "2025 Digital Society Development Work Points" focuses on enhancing digital public services and promoting precise digital social governance. The "2025 Digital Society Key Task List" identifies application scenarios in six key areas, aiming to achieve tangible innovative results by 2025 [12] - The gradual improvement of data infrastructure is expected to lead to more policies supporting the data industry. Recent policies from various departments have focused on the marketization and valuation of data factors, and as these frameworks are established, further policy benefits are anticipated [12] - Under policy support, companies in the upstream and downstream of the data economy industry chain are likely to experience explosive growth. In 2023, there were over 190,000 companies in the data sector, with the industry scale reaching 2 trillion yuan. The average growth rate from 2020 to 2023 was 25%, and it is expected to maintain over 20% growth from 2024 to 2030, reaching a scale of 7.5 trillion yuan by 2030 [12]