On December 15, the National Development and Reform Commission (NDRC) solicited opinions on the "Data Element ×" Three-Year Action Plan (2024-2026) (Draft for Comments) (hereinafter referred to as the "Opinions").
The "Opinions" clarified 12 key areas for the promotion of data elements in the future.
1) Data elements × intelligent manufacturing: Innovate R&D models, promote collaborative manufacturing, improve service capabilities, strengthen regional linkage, and develop enabling technologies.
2) Smart agriculture × data elements: improve the comprehensive production capacity of agriculture, improve the transparency of the supply chain of agricultural products, promote the integration and innovation of industrial chain data, cultivate a new model of demand-based production, and improve the ability of agricultural production to resist risks.
3) Data elements × trade circulation: expand new consumption, cultivate new business formats, build new brands, and promote internationalization.
4) Data element × transportation: improve the efficiency of multimodal transportation, explore the value of data reuse, and promote the innovation and development of intelligent vehicles.
5) Data elements × financial services: improve the level of financial services in key areas and improve the ability of financial risk resistance.
6) Scientific and technological innovation × data elements: promote the orderly and open sharing of scientific data, support industrial innovation with scientific data, support the development of large models with scientific data, and explore new paradigms of scientific research.
7) Data elements × cultural tourism: cultivate new cultural and creative products, explore the application of public cultural models, improve tourism service levels, and enhance tourism governance capabilities.
8) Data elements × medical health: improve the convenience of the masses to seek medical treatment, facilitate the settlement of medical claims, release the value of personal health data in an orderly manner, strengthen the integration and innovation of medical data, and improve the development level of traditional Chinese medicine.
9) Data element × emergency management: improve the efficiency of emergency response, improve the ability of safety production management, improve the ability of earthquake disaster early warning, and improve the level of safety production guarantee.
10) Data elements × meteorological services: support new energy enterprises to reduce costs and increase efficiency, reduce the impact of extreme weather and climate events, and innovate meteorological products and services.
11) Data elements × smart cities: Optimize urban management methods, support scientific decision-making on urban development, promote the inclusiveness of public services, and promote the joint construction and governance of smart city clusters.
12) ×Green and low-carbon data elements: improve energy utilization efficiency, waste resource utilization efficiency, carbon footprint management, ecological governance refinement, and ecological environment public data integration and innovation.
The following is a summary of A-share "data element x" concept stocks:
Data elements + state-owned enterprise reform targets:
Ronglian Technology, Qiming Information, China Science and Technology, Jiuyuan Yinhai, Yunsai Zhilian, Xiangyou Technology, Yunding Technology, Zhejiang Digital Culture, COSCO Shipping Technology
Readers, Media, Guoxin Culture, Shensangda A, Guoke Hengtai, Guodian Nanzi, Guoxin Health, Sinovatio, Hangyu Micro, McAudi
Bidding shares: Zhongdaan, Ankong Technology, Dianke Digital, CITIC Publishing, Gan Consulting, Zhongke Information, Construction Science and Technology Institute, Hubei Radio and Television
Fiberhome Communication, Tongbao, Aerospace Software, Tongniu Information, Zhengyuan Dixin, Qitian Technology, City Media, Zhongke Jiangnan, Zhejiang Media
Aerospace Information Guoyi Bidding China Power Port Shenzhen City Communication
Data elements + Beijing Stock Exchange:
Tianrun Technology, Guoyi Bidding, Guoyuan Technology, Zhongcheng Technology, Yunchuang Data, Guangdao Digital
Data Element X Subject:
Data elements + intelligent manufacturing: SIE information, Dingjie software, Baoxin software
Data elements + smart agriculture: Zhejiang Agricultural Co., Ltd., Shenzhen Grain Holdings, smart agriculture, Xingguang Agricultural Machinery
Data elements + trade circulation: Shanghai Ganglian, Zhuochuang information
Data elements + transportation: Tongbao, Changchang Logistics, COSCO Shipping, Jiaxun Feihong
Data elements + financial services: Hang Seng Electronics, Jingyeda, Yusys Technology, Zhongke Soft, Yinzhijie
Data Elements + Culture: Xinhua Net, Renmin Net, China Science and Technology, Visual China
Data elements + medical health: Runda Medical, Langma Information, Guoxin Health, Jiuyuan Yinhai, Wanda Information
Data elements + emergency management: Chenan Technology, Dahua Intelligence
Data elements + meteorological services: China Satellite, Sichuang Electronics, Landun Optoelectronics
Data Elements + Smart City: Cape Cloud, Newpoint Software, Nanwei Software
Data elements + green and low-carbon: Bixing IoT
It is not intended as a securities recommendation or investment advice, it is intended to provide more information, and the author does not guarantee the accuracy of its content.