GuShiio.com ① Analysts from the China Business Industry Research Institute predict that by 2025, the market size is expected to reach 204.29 billion yuan;
② As a national-level strategy, the important value released by public data operations and other links is of great significance to economic and social development and improving the asset structure of local governments. The commercial value of medical insurance data and other fields is the clearest.
Financial Union, March 1 (Editor Wei Qi) The National Public Data Resource Registration Platform went online today (1st). The flow of public data in all fields and levels will accelerate. Chen Ronghui, member of the Party Leadership Group and Deputy Director of the National Data Administration, said that all public data resource products that have been authorized or plan to be authorized for operation must register on this platform. Just like a library catalogues books, data resource registration is also a process of gradually cataloging public data resources across the country, ultimately forming a “national account” of public data resources. Registration can not only understand the “family background” of public data resources across the country, but also accelerate the development and utilization of public data resources.
In recent years, data elements have entered a period of intensive policy implementation. On October 9, 2024, the General Office of the CPC Central Committee and the General Office of the CPC Central Committee issued the “Opinions on Accelerating the Development and Utilization of Public Data Resources”, and the top-level plan for public data was issued, reflecting the importance attached to the development of the data factor industry at the national level. On October 28, the National Data Standardization Technical Committee was officially established, and the national data standardization construction work officially entered a new process. On November 23, the National Digital Bureau issued the “Action Plan for the Development of Trusted Data Space (2024-2028)”, which will implement actions to build the capacity of the trusted data space, carry out actions to cultivate and promote the cultivation and promotion of the trusted data space, and promote the foundation of the trusted data space. action. On February 13, 2025, the Economic Observer exclusively learned that the State-owned Assets Supervision and Administration Commission of the State Council was preparing to establish a new state-owned enterprise called the National Data Group, marking that the market-oriented reform of data elements has entered a deep water period.
The China-Thailand Securities Research News pointed out that the establishment of the National Data Group marks that the market-oriented reform of data elements has entered the deep water area. It will promote the integration and circulation of data resources through top-level design. The industry side is expected to usher in a new step and promote the assets and capitalization of data elements. Progress is accelerating.
According to relevant reports released by the China Business Industry Research Institute, the size of my country’s data factor market will reach 133.2 billion yuan in 2023, an increase of 26.48% compared with the previous year. Analysts from the China Business Industry Research Institute further predicted that by 2025, the market size is expected to reach 204.29 billion yuan. From the perspective of market structure, the data element market covers many key areas, including data collection, data storage, data processing, data transactions, data analysis, data services, and ecological security. Among these sectors, data storage accounted for 22.09% of the market share, data analysis accounted for 21.47%, and data processing accounted for 19.63%.
Minsheng Securities believes that recent heavy policies in the field of data elements have continued to be implemented, and the industry has entered a period of rapid development. As a national-level strategy, the important value released by public data operations and other links is of great significance to economic and social development and improving the asset structure of local governments. The commercial value in areas such as medical insurance data is the clearest. It is recommended to focus on: 1) Medical insurance data elements: Guoxin Health, Jiuyuan Yinhai, etc.;2) Data elements “National Team”: Yihualu, Taiji Shares, China Software, Shensangda, etc.;3) Temporal and spatial data elements: SuperMap Software, Surveying and Mapping Shares, Zhongke Star Map, Aerospace Hongtu, etc.;4) Government and financial data elements: Xindian Software, Digital Zhengtong, Bossi Software, Zhongke Jiangnan, etc.
