计算机行业周报：信创有序进行，黎巴嫩事件有望加速国产化进度

Investment Rating - The report does not provide specific investment ratings for the computer equipment, IT services, cloud services, and industrial internet sectors, while it rates computer software as neutral [1]. Core Insights - The Lebanese incident highlights the necessity for IT self-sufficiency and security, potentially accelerating the progress of domestic production in China [5][9]. - The domestic IT innovation (信创) industry is entering a deepening phase, with significant policy support and funding expected to drive growth [5][13]. - The issuance of special government bonds is anticipated to provide financial backing for the IT innovation sector, with a total of 1 trillion yuan planned for 2024 [5][26]. Summary by Sections 1. Policy Catalysts and Financial Support - Frequent global information security incidents underscore the urgency for IT self-control in China [9]. - The IT innovation industry has progressed from large-scale promotion to deep implementation, with various sectors beginning to adopt domestic solutions [11][13]. - Recent policies aim to enhance the resilience and security of supply chains, with a focus on central enterprises adopting innovative products [15][16]. 2. Investment Recommendations - The report recommends companies such as Haiguang Information, China Great Wall, Jingjia Micro, and Taiji Co., Ltd. for investment in the IT innovation sector [6][28]. - For Huawei's self-sufficient industrial chain, companies like Zhiwei Intelligent, CloudWalk Technology, Keda Xunfei, and Fabien Information are highlighted [6][28]. 3. Recent Market Activity - There has been a notable increase in large-scale procurement projects related to IT innovation, indicating a revival in market activity [21][23]. - Major contracts include a 1 billion yuan procurement for 15,000 domestic computers by China Energy Construction and a 9.9 million yuan project by China Telecom for desktop operating systems [21][23]. 4. Performance Recovery of IT Innovation Companies - Many IT innovation companies have shown signs of performance recovery in the first half of 2024, with significant revenue growth compared to 2023 [20]. - Companies like Feiteng, Haiguang, and DaMeng Data have reported improved revenue growth rates, indicating a turning point for the industry [20].