国产操作系统行业专题报告：关键核心基础软件，国产替代空间广阔

Investment Rating - The report maintains a "Buy" rating for the computer industry, highlighting the vast potential for domestic alternatives in core software [1]. Core Insights - The report emphasizes the dominance of foreign giants in the operating system market, which has created a significant opportunity for domestic systems to rise and fill the gap [3]. - It outlines the steady growth of the domestic operating system market, driven by government policies and increasing performance levels of domestic products [46]. Summary by Sections Section 1: Key Core Software and Foreign Monopoly - Operating systems serve as critical foundational software, acting as a bridge between hardware and applications, managing system resources, and facilitating user interaction [5][11]. - The evolution of operating systems has progressed through several stages, from mainframe systems to the current era of interconnected devices, with significant milestones such as the introduction of Windows and mobile operating systems like iOS and Android [23][29]. Section 2: Rise of Domestic Systems and Market Potential - The domestic operating system market has grown from 75.53 billion yuan in 2016 to an estimated 117.39 billion yuan in 2023, indicating a robust upward trend [46]. - The competitive landscape mirrors global trends, with Android, Windows, and iOS leading the market, while domestic systems like UOS and Kylin are gaining traction [49]. - Government initiatives are accelerating the development of domestic operating systems, with companies like Tongxin Software and Kylin Software making significant strides in the market [52][54].