计算机行业事件点评报告：国内外形势下，信创提速确定性有望加强

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2]. Core Viewpoints - The report highlights four key logical frameworks for focusing on investment opportunities in the domestic innovation industry under the current circumstances [2]. - The international situation suggests a continuation of export control trends in the technology sector, leading to an irreversible process of domestic substitution in China [2]. - Macro-level support includes increased local government debt limits and a potential recovery in government procurement for domestic innovation [2]. - Technological advancements, particularly by domestic manufacturers like Huawei, are expected to enhance the market share of domestic software and hardware [2]. - The report emphasizes the importance of timing, noting that the promotion of domestic innovation has reached a critical juncture with the introduction of more detailed procurement standards [4]. Summary by Relevant Sections Recent Trends - The report notes that the new installed capacity of domestic software and hardware has exceeded 5 million sets, with a cumulative installation surpassing 10 million sets over five years [4]. - The technological progress is anticipated to expand the scope and number of bidding projects in the domestic innovation sector [4]. Policy and Standards - The report mentions the issuance of the "Information Standardization Construction Action Plan (2024-2027)" by multiple government departments, aiming for a more robust standardization framework by 2027 [4]. - New procurement standards emphasize compliance and the inclusion of security assessments for key components like CPUs and operating systems [4]. Investment Recommendations - The report suggests that the focus of domestic innovation construction will gradually shift from servers to basic software and business systems, with network security software, operating systems, and databases becoming key products in the next phase [5]. - The report recommends monitoring specific companies such as Zhongke Shuguang, Inspur Information, Dameng Data, and others for potential investment opportunities [5].