计算机行业周报：信创订单密集落地，重视自主安全主线

Investment Rating - The industry investment rating is "Overweight (Maintain)" [6] Core Viewpoints - The report emphasizes the importance of self-reliance and cybersecurity in the context of recent explosive incidents in Lebanon, highlighting the urgency for domestic security measures [6] - The Ministry of Industry and Information Technology (MIIT) has released new policies to accelerate the implementation of self-innovation in the industrial sector, with specific targets for software and network equipment updates by 2027 [6] - Recent announcements from major telecom companies indicate the initiation of a new round of bidding for self-innovation projects, signaling increased investment activity in the sector [7] Market Review - During the week of September 16-20, the Shanghai Composite Index rose by 1.21%, while the computer sector index (Shenwan) increased by 4.00%, outperforming the Shanghai Composite by 2.79 percentage points [6] Investment Suggestions - Recommended companies to focus on include: 1. Basic Software: Dameng Data, China Software, Taiji Co., Haima Data, Softcom Power, Runhe Software [8] 2. Basic Hardware: Haiguang Information, Cambricon, Nasda, Digital China, China Great Wall [8] 3. Industrial Software: Zhongkong Technology, Baoxin Software, Zhongwang Software, Huada Jiutian, Galun Electronics, Haochen Software, Suochen Technology, Dingjie Smart, Nengke Technology, Hand Information [8]