Recently, the data element industry has been intensively catalyzed again.
On December 5, the "Data Asset Confirmation Work Guide" led by Zhejiang Institute of Standardization was officially implementedThe guidelines fill the gap in data asset recognition standards and become the first provincial-level local standard for data asset recognition in China
On December 8, at the opening ceremony of the second Digital Construction Summit, Liu Liehong, director of the National Data Bureau, saidThe National Data Bureau will vigorously promote the development and utilization of public data resources, and accelerate the reform of market-oriented allocation of data
Public data refers to the data generated or mastered by ** departments in the course of performing their duties, which has economic and social value and market development prospects, including government affairs data, education and medical data, water, electricity and gas data, transportation and communication data, basic scientific research data, etc. Public data is strongly co-ordinated, with clear ownership and huge development and utilization value, and about 80% of the current data is public data. The authorized operation of public data will become a key breakthrough in the construction of the data element market
At present, all localities and industries have begun to explore the authorized operation of public data, introduce social forces for development and utilization, and promote the quality and efficiency of public data supply. Recently, Anhui Province issued the "Anhui Provincial Measures for the Management of Public Data Authorization and Operation (Trial) (Draft for Solicitation of Comments)".The promulgation of this policy marks an important step forward in the field of public data element operation in Anhui Province, and also provides a model and guidance for public data operation in other parts of the country
In addition, 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.
On November 13, it was reported that the National Data Bureau is studying and drafting relevant guidance documents, and will promote the construction of a data transaction circulation system from the top-level design. Guotai Junan is expected toBefore January 1, 2024, the top-level design guidance document may be launched, and the relevant policies of the competent authorities of various localities** and various vertical industries may follow, and the data elements may enter a policy-intensive period, which is expected to become the main line of the New Year**
So from the a** field,Which companies will be the pioneers and beneficiaries of public data monetization?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?In this issue, we have 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.