Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Viewpoints - The report highlights the acceleration of data value transformation and the empowerment of AI through high-quality datasets, as emphasized during the Digital China Summit [4] - The establishment of high-quality data sets is being actively pursued by various cities, with Guangzhou launching a trusted data space platform and other cities offering subsidies for industry-specific data projects [5] - The report notes the release of 70 key public data demonstration scenarios aimed at enhancing the utilization of public data resources [6] - The first data asset securitization project in the country has been approved, marking a significant step in the marketization of data elements [7] - The establishment of the National Data Development Research Institute aims to support the national strategy and facilitate local and industry development [9] Summary by Relevant Sections Industry Basic Situation - The closing index is at 4675.66, with a 52-week high of 5440.49 and a low of 2805.53 [1] Relative Index Performance - The report provides a forecast of relative performance against the CSI 300 index, showing a potential increase of 24% by May 2024, gradually improving to 46% by May 2025 [3] Key Companies and Investment Ratings - Notable companies in the industry include: - Sanwei Tiandi (Buy) with a closing price of 28.88 and a market cap of 2.23 billion - Shanghai Ganglian (Buy) with a closing price of 20.76 and a market cap of 6.62 billion - YunSai ZhiLian (Buy) with a closing price of 23.48 and a market cap of 32.11 billion - Shanda Diwei (Buy) with a closing price of 9.55 and a market cap of 3.82 billion - New Point Software (Buy) with a closing price of 33.00 and a market cap of 10.89 billion [10][12]
计算机点评报告：数据价值转化加速，高质量数据集赋能AI
China Post Securities·2025-05-07 06:23