计算机：指南明确工业软件设备更新目标，有望加速国产替代

Investment Rating - Investment recommendation: Outperform the market (maintained) [6] Core Viewpoints - The Ministry of Industry and Information Technology issued a guideline on September 20, 2024, aiming to complete the update of approximately 2 million sets of industrial software and 800,000 sets of industrial operating systems by 2027, which is expected to accelerate domestic substitution opportunities for leading domestic enterprises [3][10] - The industrial software sector has seen a 10.5% year-on-year revenue growth in the first seven months of 2024, reaching 156.4 billion yuan, indicating a robust market environment [10] - Domestic market share of industrial software products has increased, but there remains a significant gap compared to foreign products, particularly in high-end software categories [10] Summary by Sections Policy Guidance - The guideline emphasizes the importance of updating industrial software and operating systems to enhance the resilience and security of the industrial supply chain, focusing on key sectors such as petroleum, chemicals, aviation, and automotive [10] Market Performance - The industrial software sector's revenue growth outpaced the overall software industry, reflecting strong demand and the effectiveness of recent policies [10] Competitive Landscape - The domestic industrial software market is witnessing increased competition from new entrants and traditional software vendors, which may impact market dynamics [10]