计算机行业周报：低空经济司成立，关注产业链投资机会

Investment Rating - The report maintains an "Increase" rating for the computer industry [7] Core Insights - The establishment of the Low Altitude Economy Development Department by the National Development and Reform Commission is expected to create investment opportunities within the industry [2] - Unitree Technology's B2-W industrial quadruped robot has demonstrated advanced capabilities, including a speed of over 6 meters per second and a load-bearing capacity of 20 kg for over 4 hours [1][30] - The largest Huawei HarmonyOS ecological center has been inaugurated in Wuhan, which will serve as a comprehensive public service platform for the region [3][32] Market Review - The A-share Shenwan Computer Index fell by 4.25%, underperforming the CSI 300 Index by 5.61 percentage points [4][18] - The performance of the computer sector ranked 29th among 31 first-level sub-industries [4][19] - The secondary industry performance showed declines in software development (-4.7%), computer equipment (-1.62%), and IT services II (-5.79%) [19][20] Investment Recommendations - The report suggests focusing on the low-altitude economy sector, particularly companies like Lais Information, due to the establishment of the Low Altitude Economy Development Department [5][16] - For humanoid robots, companies such as Nengke Technology are recommended [5][16] - The Huawei supply chain is highlighted, with recommendations for companies like Chinasoft International and Softcom Power [5][16]