December 15th,The National Data Bureau announced the "Three-Year Action Plan for "Data Element X" (2024-2026) (Draft for Comments).。The draft for comments proposes that by the end of 2026,The average annual growth rate of the data industry has exceeded 20%, the scale of data transactions has doubled, and the scale of on-site transactions has increased significantly
"Data Elements" is another blockbuster policy after the "Data Twenty" on December 19, 2022Compared with the "20 pieces of data", this draft for comments is in the data elementsScenes, supply, circulationThe planning of other fields is more detailed, focusing on improving the level of data supply, optimizing the data circulation environment, and strengthening data security, such as in scientific research, culture, transportation and other fieldsCreate high-quality AI large model training datasets, support in key areasCarry out pilot projects for authorized operations of public dataWait.
In addition,The opinions list the application directions of 12 data elementsThey are intelligent manufacturing, smart agriculture, trade circulation, transportation, financial services, scientific and technological innovation, cultural tourism, medical health, emergency management, meteorological services, smart cities, and green and low-carbon.
At the same time, according to the "Interim Provisions on the Accounting Treatment of Enterprise Data Resources" issued by the Ministry of Finance in August this year, from January 1, 2024,Data resources are included in the financial statements as an asset。Overall,The inclusion of enterprise data resources in the table is conducive to internal and external discovery and confirmation of the value of enterprise dataThe value of an enterprise with data resources may be reshaped.
Recently, the data element industry has ushered in intensive policy catalysis, the agency saidRelevant policies of local governments and vertical industry authorities may follow up, and data elements may enter a policy-intensive period, which is expected to become the main line of the New Year's Eve**
So from the a** field,Which companies will be the pioneers and beneficiaries of public data operations?Enterprise data assets are "included in the table", which enterprises are expected to face value reshaping?Which links in the industrial chain are expected to have the largest difference?We sorted out the latest investment logic of the data element industry, sorted out the most beneficial directions and representative companies, and made a special topic"The catalysis of data elements continues, and the great era is expected to begin".If you need a special report, please get it for free.