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Data elements: open a new chapter in digital China

2024-03-05 03:09:42 603



(The特快资讯 author of this article Yang Zeyuan is the chief analyst of CITIC Securities Computer)

Data is the core engine and factor of Digital China, and the policy framework is accelerated.With the continuous landing of data elements in various places, industry rules and standards have been accelerated, and the industry chain has gradually become clear in applications.With the speed of the implementation of the data element industry, we expect that in the future, we will accelerate the marketization of data factor and accelerate the construction of digital China with data as key elements.The industrial chain is expected to benefit from data supply, data processing, data circulation, and data application.

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BleakIndustry overview:Digital China core engine, "Data Element X" is applied.

As a new type of production factors, data has the effects of amplifying, superimposed, and multiplying production factors such as land, labor, capital, and technology. It is promoting profound changes in production, lifestyle and governance methods, and play a core engine in the digital China era.According to data from the National Industry and Information Security Development Research Center, the market size of my country's data element industry in 2021 is 81.5 billion yuan, and it is expected to reach about 174.9 billion yuan by 2025, and the CAGR of 2020-2025 will be 26.26%.In the past few years, the central policy has continued to accelerate the cultivation of the data factor market. At present, the policy framework of "1+N+X" with "Data 20" is initially formed.Under the effect of "Data Element X", there are hundreds of flowers in industrial applications.

BleakIndustrial chain: supply, processing, circulation, and application.

According to the life cycle of data, it can be divided into four major links: data supply, data processing, data circulation, and data application, including data collection, storage, governance, processing, analysis, development, circulation, operation, three -party services, etc., covering data elements, etc.From the entire process of generating the effect of the elements.

Data supply: Covering data collection to governance, the scale of data has grown at a high speed.China's data is growing at a high speed. IDC is expected to reach 76.8ZB in 2027. The CAGR of 2022-2027 reached 26.3%, which is the world's first, the huge data output scale provides space for the development of my country's data element industry.

Data processing: Realize the transformation from original data to data resources, and has the ability to circulate preliminary.There are problems with uneven quality of the original data. Giving play to the value of the data requires cleaning and preliminary processing of the original data, and conducting a series of data operations to form data resources to enter the circulation process in the future.Data confirmation and authorization have laid the foundation for data circulation. At present, the system of classification and grading authorization has been initially formed.

Data circulation: Important links in the industrial chain, two modes of inside and outside the field.Data circulation mainly includes on -site and off -site circulation. Among them, the circulation data on the market must be traded on the market with the number of data. The data products are used as the main commodity.The approval method of the agreement between the supply and demand parties is that before the centralized transaction rules are improved, the circulation method is the mainstream of the industry.

Data application: There are many application scenarios, which drives a new incremental market.Data elements blessing financial, energy, transportation, medical care and other vertical fields to meet the data needs of existing industries, effectively stimulate cross -industry and cross -level data integration capabilities, bring new application scenarios, and accelerate the market scale.

BleakFuture Outlook: Explore a variety of landing models, and public data authorization is advanced.

Under the guidance of Article 20 of the Data, the industry accelerates development, and exchanges, digital vendors and other parties explore the commercialization mechanism.Urban -level data bases include data platforms, cloud platforms, AI platforms, government affairs platforms, etc. It is expected to gather government, industry, and social data to achieve unified storage, analysis and application of data, digital bases have gradually landed, and public data authorization operations are expected to accelerate.The current development of the industry needs to face unclear data property rights, data pricing difficulties, data application value to be improved, unable to build a full -process multi -party supervision system, and the "data islands" of the government and enterprises need to break the five major challenges. It is recommended to pay attention to subsequent policies.

BleakRisk factor:

The data factor policies are not as good as expected; the establishment of rules such as authorization, confirmation, and pricing is less than expected; data demand is not as good as expected; government IT budget expenditures are less than expected; data security and compliance risks.

BleakInvestment Advice:

Data is the core engine and factor of Digital China, and the policy framework is accelerated.With the continuous landing of data elements in various places, industry rules and standards have been accelerated, and the industry chain has gradually become clear in applications.With the speed of the implementation of the data element industry, we expect that in the future, we will accelerate the marketization of data factor and accelerate the construction of digital China with data as key elements.The industrial chain is expected to benefit from data supply, data processing, data circulation, and data application.

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