计算机行业周报：安徽省数据交易所发放全国首张数据产权登记证书

Investment Rating - The industry investment rating is maintained as "Overweight" [4][8]. Core Insights - The issuance of the first national data property registration certificate by the Anhui Data Exchange marks a significant breakthrough in establishing a unified national data property registration system, enhancing the value realization of data elements [7][22]. - Didi Autonomous Driving has completed a $298 million Series C financing round, aiming to launch its first mass-produced L4 model by 2025, indicating progress in the commercialization of smart driving [7][18]. - Huawei's HarmonyOS ecosystem has surpassed 1 billion devices, holding the second-largest market share in China, presenting investment opportunities in the Huawei chain [7][16]. Summary by Sections 1. Key Insights and Investment Recommendations - The report emphasizes the benefits from the issuance of the first data property registration certificate, the advancements in smart driving led by Didi, and the growth of Huawei's ecosystem [4][8]. - Recommended stocks include: - Data Elements: ShenSanda A, Shanghai Steel Union, Guoxin Health [4][8]. - Huawei Chain: Zhongru International, Softcom Power [4][8]. - Smart Driving: Desay SV, Zhongke Chuangda [4][8]. 2. Market Review (2024-10-21 to 2024-10-25) - The A-share Shenwan Computer Index fell by 0.08%, underperforming the CSI 300 Index by 0.88 percentage points and the ChiNext Index by 3.51 percentage points [9]. - Within the Shenwan 31 first-level sub-industries, the computer sector ranked 29th in weekly performance [9]. 3. Industry News - The Anhui Data Exchange issued the first national data property registration certificate, facilitating the structured division and orderly circulation of data property [22]. - Didi Autonomous Driving's financing will enhance R&D for L4 autonomous vehicles, with over 1500 days of safe operation in pilot areas [18]. - Huawei's HarmonyOS ecosystem has over 1 billion devices, with significant developer engagement and market presence [16]. 4. Company Dynamics - Shenzhou Digital announced its subsidiary's successful bids for projects totaling approximately 82.24 billion yuan [23]. - True Vision reported advancements in AI applications, including a smart voice control box for video conferencing [24]. 5. Key Company Announcements (2024-10-21 to 2024-10-25) - Tonghuashun reported a revenue of 945 million yuan for Q3 2024, a year-on-year increase of 4.81% [25]. - Wanxing Technology reported a revenue of 348 million yuan for Q3 2024, a year-on-year decrease of 7.93% [25].