计算机：信创细分政策出台，大订单加速落地

Investment Rating - The report assigns an "Overweight" rating for the industry [4]. Core Insights - The Ministry of Industry and Information Technology (MIIT) has introduced key policies to support the domestic IT innovation sector, which is expected to accelerate the development of the industry [2][3]. - The convergence of government support and industry demand is leading to a rapid realization of large-scale domestic IT projects [3]. - Recent international events have highlighted the importance of self-sufficiency in the IT supply chain, suggesting that the development of domestic IT solutions may exceed expectations [3]. Summary by Sections Policy Impact - The MIIT issued a notice on September 20, 2024, mandating updates to information systems in critical industries such as aviation, shipping, and pharmaceuticals, which is expected to enhance the resilience and security of supply chains [3]. - The policy explicitly calls for comprehensive updates to hardware and software systems, including computers, servers, operating systems, and databases [3]. Market Opportunities - Significant government and industry contracts are beginning to materialize, with various projects approved in September 2024, including a budget of 21.14 million yuan for the Fujian Province's drug rehabilitation management and prison management agencies [3]. - Other notable contracts include a 34 million yuan project for desktop operating systems initiated by China Telecom Group [3]. Recommended Stocks - The report recommends several stocks that are expected to benefit from the domestic IT innovation trend, including Kingsoft Office, TP-Link Software, and Inspur Information, among others [3][5]. - The report provides earnings forecasts for these companies, indicating potential growth in earnings per share (EPS) over the next few years [5].