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四中全会要求深入推进数字中国建设!这家公司具备完整的数据采集、应用与分析能力
摩尔投研精选· 2025-10-23 10:38
Group 1 - The construction of data infrastructure in China has accelerated significantly under top-level policies, with the National Data Bureau issuing the "Digital China Construction 2025 Action Plan" to enhance local data management capabilities and promote high-quality data sets in key sectors like transportation, healthcare, finance, manufacturing, and agriculture [1][2] - By the end of this year, the number of city nodes is expected to expand to around 50, covering 80% of provinces, thereby laying a foundation for large-scale cross-domain data circulation [1] - During the "14th Five-Year Plan" period, over 2,000 entities, including data exchanges and developers, have engaged in data infrastructure construction, supporting numerous application scenarios and launching nearly 10,000 data products [2] Group 2 - The data industry, encompassing data collection, storage, circulation, and governance, is entering a rapid development phase, with the number of data enterprises expected to exceed 400,000 and the industry scale projected to reach 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan" [3] - The current favorable development trend in China's data industry, along with accelerating infrastructure construction and policy implementation, suggests that the value of data elements is likely to be reassessed, benefiting the entire industry chain [4] Group 3 - Companies with vast data resources and those with strong capabilities in data processing, management, and analysis are recommended for attention as the data element value is expected to rise [4]