数据要素行业丨研究报告 卓越者入围说明 @iResearch ："中国数据要素 行业 卓越服务厂商 评选 "艾瑞咨询研究团队 & 产业专 家团队 所有的入围者，均为接受过研究团队调研的企业，其在综合能力或者关键能力方面获得了研究团队 及产业专家团的一致肯定。 "中国 数据要素卓越服务厂商 "的选定，艾瑞咨询研究团队征询了来自数据开发商、数据运营商、 数据源企业以及 IT 技术厂商等行业专家的意见，外部专家团站在技术水平及服务能力的角度提出 了相应的观点和看法。 "中国 数据要素 卓越服务 厂商 "由艾瑞咨询研究团队及产业专家团共同提名，研究团队也在最大程 度上实现了对厂商的触达。对未展开调研或者未接受调研的企业，艾瑞咨询不对其发表任何评判观 点。 "中国 数据要素卓越服务厂商 "不代表企业排名，也不能说明未入围者完全不具备产品力或市场力 的优势。 本次调研仅为对企业的当下能力判断，不代表对企业的长期判断 核心摘要： 数据作为第五生产要素由于其非竞争、可复制、无限增长与供给的特性，其价值挖掘流程的复杂程度远高于 其他传统生产要素，从数据来源的合法性、权属划分到后续的价值评估与增值管理，数据要素价值的提升对 于政 ...

Investment Rating - The report does not explicitly provide an investment rating for the telecommunications industry during the "15th Five-Year Plan" period [4]. Core Insights - The telecommunications industry in China is undergoing a profound transformation during the "15th Five-Year Plan" (2026-2030), shifting from a traditional growth model centered on "connectivity" to becoming "intelligent service and value creators" [4][5]. - The report identifies three core survival crises: "bleeding pipelines" (value erosion from the volume-revenue gap), "heavy assets" (investment return challenges), and "capability gaps" (inability to meet future market demands) [5][14]. - The report emphasizes the necessity of transformation, leveraging four core strategic assets accumulated by operators: ubiquitous network assets, national-level computing power assets, high-value data assets, and deep customer and channel assets [5][21]. Summary by Sections Section 1: Unavoidable Turning Point - The "14th Five-Year Plan" laid a solid foundation for the digital economy, with significant achievements such as the establishment of the world's largest 5G network, comprising 4.486 million base stations and 223 million gigabit broadband users by May 2025 [13]. - The cumulative investment in 5G network construction exceeded 1.2 trillion RMB, leading to substantial asset return pressures [13][19]. Section 2: Strategic Landscape - The report identifies ten strategic opportunities for the telecommunications industry, categorized into foundational enablers, core strategic battlefields, and visionary bets [30][34]. - Core strategic opportunities include AI-native intelligent computing networks, data element value realization, and integrated vehicle-road-cloud systems, which are deemed critical for operators to focus their resources on [30][39]. Section 3: Core and Forward-looking Opportunities - The report provides a detailed analysis of seven core strategic and forward-looking opportunities, assessing their necessity, feasibility, adaptability, and urgency [56]. - The AI-native intelligent computing network is highlighted as a critical battleground for survival, with a projected market size exceeding 750 billion RMB by 2030, growing at a CAGR of over 30% [60][62]. - Data element value realization is identified as essential for unlocking dormant assets, with the data element market expected to reach 7.5 trillion RMB by 2030 [68][71]. Section 4: Strategic Paths - Six core development paths are proposed for operators, including autonomous innovation in cutting-edge technologies, deepening application scenarios, and upgrading business models [8]. - The report suggests prioritizing investments in AI-native intelligent computing networks and data element value realization, allocating 50% of strategic incremental resources to core capability areas [8][7].