计算机行业周观点：关注行业边际变化：信创、华为

Investment Rating - Industry Rating: Recommended [3] Core Views - The progress of the Xinchuang industry is accelerating due to continuous policy support from the government and the rapid development of China's digital economy, leading to increasing market demand and broader development prospects for the Xinchuang industry [2][11] - Huawei's ecosystem is gradually expanding with significant innovations across multiple fields, including the launch of the world's first foldable smartphone and advancements in AI and health monitoring devices [9][25] Summary by Sections Xinchuang Industry - Recent tenders in the Xinchuang industry have accelerated, with notable projects including a 42 million yuan electronic government external network plan released by Fujian Province and a feasibility study for a Xinchuang renovation project with an estimated investment of 21.14 million yuan [2][11] - The market size of China's Xinchuang industry reached 2,096.19 billion yuan in 2023, projected to grow to 3,701.13 billion yuan by 2027, indicating unprecedented vitality in the market [16][17] Huawei Developments - Huawei has launched several innovative products, including the Mate XT foldable smartphone and a new health monitoring device powered by the Xuanji perception system, showcasing its commitment to smart health monitoring [9][25] - The HarmonyOS system is undergoing large-scale user testing, with significant partnerships established in various industries, indicating a shift towards a more mature operating system [9][31] - The Pangu model, a self-developed AI model by Huawei, has been recognized for its efficiency and is being applied across over 400 scenarios in various sectors, including government and finance [33] Investment Recommendations - Beneficial stocks in the domestic hardware sector include Nasda, Shenzhou Digital, and Kaili Co., while key software companies include Dameng Data, Kingsoft, and China Software [4][10] - The report highlights potential investment opportunities in the HarmonyOS ecosystem, with companies like RunDa Medical and Softcom Power listed as beneficiaries [4][10]