计算机行业周报：新一轮党政信创有望启动，持续重视自主可控

Investment Rating - The industry investment rating is maintained at "Overweight" [7] Core Viewpoints - A new round of government and party innovation is expected to start, with a focus on self-controllable technology. The emphasis has shifted from electronic documents to electronic government services, with significant developments anticipated in 2024 [6] - The issuance of 1 trillion long-term special bonds is expected to boost capital expenditure in the innovation sector, reinforcing the logic of domestic substitution and self-control [6] Market Review - During the week of August 19-23, the Shanghai Composite Index fell by 0.87%, the ChiNext Index dropped by 2.80%, and the CSI 300 Index decreased by 0.55%. The computer sector index fell by 2.69%, underperforming the Shanghai Composite Index by 1.82 percentage points and outperforming the ChiNext Index by 0.11 percentage points [5] Policy Insights - The government has placed significant emphasis on the innovation industry, with the "14th Five-Year Plan" stating that by 2025, all administrative and electronic government systems should achieve domestic substitution [6] - The State-owned Assets Supervision and Administration Commission has issued guidelines to standardize procurement management for central enterprises, emphasizing the use of innovative products in key technology sectors [6] Demand Drivers - The issuance of 1 trillion special bonds is aimed at supporting the development of the innovation industry, focusing on achieving high-level technological self-reliance [6] Investment Recommendations - Suggested companies to focus on include: 1) Innovation: Dameng Data, China Software, Nandstar, Haiguang Information, Cambrian, and Softcom Power 2) HarmonyOS: Softcom Power, Runhe Software, ChinaSoft International, Jiulian Technology, and Dongfang Zhongke [7]