国机采标准更新，关注信创产业进展

Investment Rating - The investment rating for the industry is "Positive" and maintained [10]. Core Viewpoints - The update of the procurement standards for desktop and portable computers by the central government is expected to benefit the domestic chip industry chain, domestic operating system industry chain, and Huawei's industry chain [2][14]. - The updated standards aim to enhance the hardware performance of domestic PCs, reduce procurement and operational costs, and improve market competitiveness [14]. - The new procurement standards will likely guide local procurement and accelerate the adoption of domestic products, with significant updates expected by 2025 and 2027 [14]. Summary by Relevant Sections Event Description - On September 22, 2025, the central government procurement website released a notification updating the procurement configuration standards for desktop and portable computers [7]. Event Commentary - The updated standards include adjustments in CPU models, CPU frequency, memory read/write speeds, and graphics card types, aiming to improve the performance of domestic PCs [14]. - The standards emphasize the need for compliance with security and reliability assessments for CPUs and operating systems during procurement [14]. - The restrictions on non-domestic configurations are expected to increase the domestic product adoption rate, with the shipment of domestic PCs projected to rise significantly [14].