计算机事件点评：国产操作系统再迎催化，关注华为产业链投资机会

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [1] Core Viewpoints - The upcoming openEuler Summit 2024 in Beijing will discuss the development direction and future opportunities of the operating system industry, showcasing the latest collaborative achievements [1] - openEuler, as a pioneer in domestic operating systems, is expected to gradually increase its market share, having captured 36.8% of the Chinese server operating system market in 2023, with projections to exceed 50% in 2024 [1] - The demand for self-controllable systems is rising, emphasizing the importance of domestic operating systems as a foundational element of digital infrastructure [1] - The global server demand is anticipated to maintain high growth, accelerating the construction of digital infrastructure [1] - The active community ecosystem surrounding openEuler, with over 3.67 million users and 20,688 contributors, is a significant driving force for the accelerated development of domestic operating systems [1] Summary by Relevant Sections - Market Share and Growth: openEuler's market share in China's server operating systems is projected to rise from 36.8% in 2023 to over 50% in 2024, indicating strong growth potential [1] - Community Engagement: As of November 11, 2024, the openEuler community has 3,670,874 users and 20,688 contributors, highlighting a robust and active ecosystem [1] - Investment Opportunities: The report suggests focusing on companies within the Huawei supply chain, such as Runhe Software (300339.SZ), Zhongke Chuangda (300496.SZ), and Ruijie Networks (301236.SZ), which are expected to benefit from the growth of domestic operating systems [1]