计算机行业周报：eCall产业跟踪系列二-eCall潜在市场有多大？

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [1] Core Viewpoints - The report emphasizes the need to continuously explore alpha investment opportunities, particularly focusing on AI computing power and the eCall industry changes [4][6] - It suggests that the computer sector is transitioning from strong beta to strong alpha, with key areas for alpha exploration including unexpected performance, marginal industry changes, and policy shifts [4][6] - The eCall industry is highlighted as reaching an important turning point, with significant potential market growth anticipated due to the orderly advancement of national standards [7][9] Summary by Sections Industry Overview - The report notes that from March 9 to March 15, the Shenwan Computer Index fell by 1.36%, underperforming the Wind All A Index by 2.84 percentage points [4][21] - The report indicates that the computer sector is expected to focus on alpha investment opportunities, particularly in the context of upcoming earnings reports and industry developments [4][6] eCall Market Potential - The eCall system is projected to significantly enhance vehicle accident rescue efficiency and has a broad application space [9] - The report quantifies the potential market for eCall in China, estimating it to exceed 10 billion yuan by 2027, with various scenarios for market penetration rates [18] - Key assumptions include an eCall unit price of approximately 600 yuan for passenger vehicles and 500 yuan for commercial vehicles, with expected sales growth in both segments [10][11] Investment Recommendations - The report recommends focusing on companies involved in AI applications, AI computing power, domestic software, and the eCall industry, listing specific companies such as Kingsoft Office, Hancloud Information, and Huizhan Technology [3][8][19]