计算机行业周报：业绩相继发布，市场持续回调

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Viewpoints - The computer industry continues to experience a significant market correction, with the Shenwan Computer Index down 4.89% during the week of March 24-28, 2025, following a downward trend for three consecutive weeks [2][11][23]. - Despite the short-term performance pressure, companies in the industry are increasing investments in AI innovations, indicating potential for operational improvements in the future [23]. Summary by Sections Market Review - The computer industry followed the broader market trend and experienced a substantial decline, with the Shenwan Computer Index down 4.89%, while the Shanghai Composite Index fell by 0.40% [2][11]. - Within the sub-sectors, IT Services II, Software Development, and Computer Equipment indices dropped by 6.78%, 3.81%, and 4.07%, respectively [2][13]. Performance Summary - GuoLianda reported a revenue of 6.203 billion yuan in 2024, a year-on-year decrease of 4.93%, but a net profit of 250 million yuan, up 116.19% [3][21]. - Hengsheng Electronics reported a revenue of 6.581 billion yuan, down 9.62%, with a net profit of 1.043 billion yuan, down 26.75% [3][21]. - Yunsai Zhili reported a revenue of 5.623 billion yuan, up 6.82%, with a net profit of 202 million yuan, up 4.92% [3][21]. - Shenxinfu reported a revenue of 7.520 billion yuan, down 1.86%, with a net profit of 197 million yuan, down 0.49% [3][21]. - Yongyou Network reported a revenue of 9.153 billion yuan, down 6.57%, with a net profit of -2.061 billion yuan [3][21]. Investment Insights - The Shenwan Computer Index has shown a downward trend, with a lack of market hotspots and continuous capital outflow [23]. - Companies are actively disclosing their AI innovations, with GuoLianda showcasing its AI-driven solutions and Daotong Technology leveraging its technology for new business opportunities [23]. - Overall, while the computer industry faces short-term challenges, the historical opportunities presented by AI innovations suggest a potential for future growth and operational improvements [23].