计算机行业2024年业绩前瞻：基本面反弹，预计24Q4环比改善

Investment Rating - The report maintains a positive outlook on the computer industry for 2024, indicating a recovery in performance and potential growth opportunities [2][4]. Core Insights - The computer industry is expected to see a rebound in fundamentals, with a forecasted improvement in quarter-on-quarter performance for Q4 2024 [1][5]. - A total of 51 key tracked companies in the computer sector are projected to have varying profit growth rates, with some companies expected to exceed 50% growth [4][11]. Summary by Sections Q4 2024 Performance Forecast - 13 companies are expected to achieve profit growth exceeding 50%, accounting for 27% of the tracked companies, including notable firms like Hongsoft Technology (1213%) and Tax Friend (299%) [5][6]. - 3 companies are projected to have growth between 30%-50%, including Huada Jiutian (43%) and Suxin Technology (43%) [5][6]. - 19 companies are expected to see growth between 0%-30%, with companies like Sayi Information (27%) and Weining Health (24%) included [6][7]. - 6 companies are forecasted to have a decline in growth between -30% to 0%, including Nova Star Cloud (-5%) and New Point Software (-15%) [6][12]. - 8 companies are expected to see declines greater than -30%, with notable declines from Keda Xunfei (-50%) and Huada Jiutian (-50%) [12]. 2024 Annual Performance Forecast - For the entire year of 2024, the report predicts that 7 companies will achieve growth rates exceeding 50%, including Shiji Information (149%) and Nasta (122%) [11][14]. - 4 companies are expected to grow between 30%-50%, including Anheng Information (43%) and Desay SV (38%) [11][14]. - 18 companies are projected to have growth between 0%-30%, with notable mentions like Dameng Data (30%) and Inspur Information (29%) [11][14]. - 11 companies are expected to see a decline in growth between -30% to 0%, including Nova Star Cloud (-0.2%) and Hikvision (-5%) [12][14]. - 11 companies are forecasted to experience declines greater than -30%, with significant drops from Keda Xunfei (-50%) and Jiahua Meikang (-407%) [12][14].