计算机行业：数据价值转化加速，高质量数据集赋能AI

Investment Rating - Industry investment rating: Outperform the market, maintained [1] Core Viewpoints - The acceleration of data value transformation and the empowerment of AI through high-quality datasets are highlighted, with specific vertical industries such as healthcare, transportation, education, and finance expected to benefit significantly from "scenario datasets" [4][21] - The establishment of a national-level high-quality dataset construction guideline marks a significant step in enhancing data quality for AI applications, with a focus on the need for high-quality scene datasets to support AI model training [19][21] - The report emphasizes the importance of running data application models to empower industrial development and financial consumption, with the release of 70 key public data demonstration scenarios aimed at improving data supply, circulation, and utilization [27][30] Summary by Sections 1. High-Quality Datasets Empowering AI - The Digital China Summit showcased the release of the "Digital China Development Report (2024)" and the "High-Quality Dataset Construction Guidelines," indicating a national push for high-quality data [4][13] - The demand for high-quality scene datasets is critical for AI, as they enhance model training and performance in specific fields [19][21] 2. Data Application Models and Industrial Empowerment - The National Data Bureau announced 70 public data demonstration scenarios to facilitate the effective use of data across various sectors, including healthcare and transportation [27][30] - The report notes the successful approval of the first data asset securitization project, marking a significant milestone in the capital market for data assets [30][31] 3. Organizational Structure and Marketization of Data Elements - The establishment of the National Data Development Research Institute aims to enhance data management and promote the development of data elements in the economy [37][38] - Various provincial data groups have been formed to accelerate market-oriented development and improve data management practices [38] 4. Related Stocks in the Industry Chain - Key stocks related to high-quality datasets include Hai Tian Rui Sheng, San Wei Tian Di, and Shanghai Steel Union [41] - Companies involved in trusted data spaces include Shen Sang Da and Yun Sai Zhi Lian, while public data operations involve Bo Si Software and Zhong Ke Jiang Nan [41]