计算机行业投资策略周报：重视年度策略报告中对AI、工业软件等领域产业趋势的判断

Investment Rating - The report assigns a "Buy" rating for the computer industry [1] Core Insights - The computer industry index rose by 4.2% over the past week, ranking 7th among all industries. The report anticipates sustainable industry heat and breakthroughs in areas such as domestic AI computing power, enterprise applications, and industrial software [16][31] - The report highlights the evolution of AI applications, particularly the development of AI agents, which are expected to penetrate mobile and computer devices rapidly. The commercial application of AI is still in its early stages, with B-end applications facing challenges related to data security and regulatory requirements [16][18][22] - The domestic industrial software sector is progressing towards localization, supported by government policies and market demand. The report notes that the launch of products like Zhongwang CAD on the Harmony OS enhances user experience and promotes the localization process [23][27] Summary by Sections AI Applications - The report discusses the advancements in AI agent technology, including the upgrade of AutoGLM, which can handle long tasks and operate across applications. This reflects a trend towards the maturity and widespread adoption of AI agent products [18][21][22] Industrial Software - Zhongwang Software's release of Zhongwang CAD on Harmony OS is highlighted, showcasing its capabilities for multi-device synchronization and editing. This product enhances the user experience and supports the localization of industrial software [23][24][27] Key Areas and Companies - Key sectors identified include: 1. Artificial Intelligence: Hanvon Technology, Unisplendour 2. Industrial Software: Guangliwei, Zhongwang Software, Nengke Technology 3. Enterprise Software: Kingsoft Office, Kingdee International, Shiji Information 4. Intelligent Driving: Desay SV, Daotong Technology 5. Harmony OS: Softcom Power, Runhe Software, China Software International 6. Financial IT: Newland, Tonghuashun, Topview Software, Hengsheng Electronics 7. Network Security: Sanwei Xinan 8. Medical IT: Weining Health 9. Energy IT: State Grid Information [28]