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中银证券-计算机行业数据要素深度一:拐点将至,数据要素全面起航-230528

港煤气 00003.HK 港币 6.62 增持数据要素自 2019 年首次被认定为新生产要素后迎来高速发展阶段,而 2023年将有望迎来产业拐点,我们认为应当重点关注以下方面边际变化:(1) 市场规模存在 4倍增长空间,有望超3000亿元,若对标美国,则潜在市场空间超 6000亿元。(2) 数据要素产业链主要包括采集、存储、加工、分析、确权、定价以及交易环节, 从市场规模和竞争格局角度综合分析,我

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