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研報摘要|中信建投:數據要素產業需求逐步釋放 萬億藍海市場啟動在即

中信建投研報指出,數據要素作為全新的生產要素,是我國引領全球、自上而下的重大理論創新,已全面上升至國家戰略層面。理論端,深化與拓新兩手抓,數據要素加速具象化;政策端,頂層驅動力持續增強,走深入實成為主旋律;產業端,產業需求逐步釋放,萬億藍海市場啟動在即。2024年,數據要素將從政策驅動階段,邁向“政產”共振的新階段,數據基礎設施、公共數據授權運營、數據資產入表與評估、數據應用等環節或將逐步發生明顯的邊際變化,逐步完成從政策驅動向內生驅動過渡。近期,建議關注公共數據以及數據資產評估與入表等相關投資機遇。

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