On January 5, the concept of data elements was active at the opening. As of press time, Yanhua Smart rose by the daily limit, Guangdao Digital rose by more than 7%, Yahua Electronics rose by more than 6%, Tianrun Technology rose by more than 5%, Lingdian Youshu, Zhongcheng Technology , Yunchuang Data, etc. followed suit.
“Data Elements ×” three-year action plan released
Recently, the National Data Administration, together with 17 departments including the Central Cyberspace Administration of China, jointly issued the “Data Elements ×” Three-Year Action Plan (2024-2026) (hereinafter referred to as the “Plan”).
The “Plan” proposes that by the end of 2026, the breadth and depth of data element application will be greatly expanded, more than 300 typical application scenarios with strong demonstration, high visibility, and wide motility will be created. A number of data element application demonstration areas will emerge to cultivate a There are a number of data vendors and third-party professional service organizations with strong innovation capabilities and good growth potential. The average annual growth rate of the data industry exceeds 20%. On-exchange transactions and over-the-counter transactions develop in a coordinated manner, and the scale of data transactions doubles.
The “Plan” focuses on 12 industries and fields, clarifies typical scenarios where the value of data elements is brought into play, and promotes the activation of the potential of data elements. Specifically, in terms of industrial manufacturing, we promote collaborative manufacturing and support chain owners to connect upstream and downstream supply chain design, planning, quality, logistics and other data to achieve agile and flexible collaborative manufacturing. Support enterprises to integrate design, production, and operation data, improve capabilities such as predictive maintenance and value-added services, and realize value chain extension.
The “Plan” clarifies that the “Data Element ×” pilot project will be implemented and the central budgetary investment and other types of funds will be used as a whole to increase support. Financial institutions are encouraged to increase credit support and optimize financial services in accordance with market-oriented principles. Explore diversified investment and financing models in accordance with laws and regulations, give full play to the role of relevant guidance funds and industrial funds, and guide and encourage all types of social capital to invest in the data industry. Support data providers to go public and raise funds.
The industrial chain is expected to benefit
The agency pointed out that the proposal of the “Plan” represents that the development of data elements has entered a new era, and the development of the industry is expected to continue to accelerate.
CITIC Securities pointed out that data is the core engine and element of Digital China, and the policy framework is being established at an accelerated pace. As data element pilots continue to be implemented in various places, industry rules and standards are accelerated, and the industry chain is gradually becoming clearer in application. As the pace of implementation of the data element industry accelerates, we expect that the country will accelerate the marketization of data elements in the future and accelerate the construction of a digital China with data as the key element. The industrial chain is expected to fully benefit from data supply, data processing, data circulation, data application and other links.
Huatai Securities said that from raw data to becoming a production factor, data needs to go through three major processes: data resourceization, data assetization, and data elementization. Driven by policies, the industry has experienced an evolution from “Internet +”, “digital economy” to “data elements” in the past. As the “Data Element ×” action gradually unfolds, it is expected to play a multiplier role and the commercialization process is expected to accelerate.
Haitong Securities stated that the multiplier effect of data elements needs to be combined with specific downstream industries. The value potential of enterprise data is great. Tapping the potential of enterprise data is an important starting point for digital industrialization and industrial digitization. This data element × three-year action plan selection 12 key industries have been identified, guiding the direction for the application and value of enterprise data elements. The inclusion of intelligent manufacturing at the top of the 12 key industries demonstrates the country’s emphasis on manufacturing data. State-owned enterprises are expected to lead the data element market, and industrial software companies, mainly state-owned enterprises, are expected to be the first to benefit.
(Source of article: China Business News)
Article source: China Business News
Original title: “Data Elements ×” three-year action plan released, concept stocks opened actively, institutions are optimistic about related industry chains
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2024-01-05 02:00:49
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