我国将建10个国家数据要素综合试验区，关注数据要素投资机遇

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Viewpoints - On June 5, the National Data Bureau announced the establishment of 10 national data element comprehensive pilot zones in Beijing, Zhejiang, and Anhui, aimed at fostering business entities and expanding the data market, thereby enhancing the integration of the real economy and digital economy [2][5] - The establishment of these pilot zones is expected to address core issues in the data element industry, accelerating the industry's implementation and leading to a revaluation of data element value, benefiting the entire industry chain [2][5] Summary by Relevant Sections Event Description - The pilot zones will support local initiatives in cultivating business entities and expanding the data market, focusing on releasing the potential of the integration between the real economy and digital economy [5] Event Commentary - The construction of national data element comprehensive pilot zones is anticipated to resolve bottlenecks in data application, with the data resource scale in China expected to grow significantly, reaching 51.78ZB by 2025 and 136.12ZB by 2029, with a compound annual growth rate of 26.9% [11] - Local governments are actively responding, with Beijing creating a "one district and three centers" model, aggregating 700 billion public data entries and opening 18,000 datasets [11] - The market reform for data elements is entering a critical phase, with the potential for significant industry shifts as pilot cities improve relevant regulations and systems [11] - The establishment of these pilot zones is seen as a crucial step towards the realization of data element value, suggesting a focus on companies with vast data resources and strong capabilities in data processing, management, and analysis [11]