计算机行业：“十五五”规划引领计算机行业战略升级

Investment Rating - The report rates the industry as "Positive" with expectations that the industry index will outperform the market index by over 5% in the next six months [7]. Core Insights - The "14th Five-Year Plan" emphasizes technological innovation as a driver for building a modern industrial system, elevating the strategic position of the computer industry from a supporting tool to an engine of new productive forces [3][10]. - The primary task for industry development is to tackle "root technologies" to achieve technological self-reliance, focusing on breakthroughs in foundational software, high-end AI chips, and computing infrastructure [3][11]. - The integration of "Artificial Intelligence+" is central to empowering industries, with computer technology permeating all aspects of research, production, and management, leading to new business models [3][12]. - The value release of data as a production factor and the establishment of security barriers are equally important, necessitating advancements in cybersecurity technologies [3][14]. Summary by Sections Strategic Positioning - The computer industry is positioned as a key player in achieving high-quality development and technological self-reliance, moving beyond efficiency enhancement to becoming a cornerstone of digital China and a network power [10]. Core Technologies - The focus is on addressing long-standing "bottleneck" issues by enhancing original innovation and tackling key core technologies, particularly in foundational software and core chips [11]. - China's research capabilities are rapidly improving, with a significant increase in AI-related publications and patents, indicating a strong push towards self-sufficiency in technology [11]. Industry Empowerment - The report highlights the rapid growth of the AI sector, with over 4,700 AI companies and a core industry scale nearing 600 billion yuan, indicating a doubling in four years [12]. - The integration of AI into various industries is expected to drive significant transformations, with a focus on developing industry-specific AI models and solutions [12][13]. Data and Security - The report underscores the importance of balancing development and security, with data becoming a critical production factor and the need for robust cybersecurity measures [14]. - China's extensive 5G infrastructure supports the secure transmission of data, which is essential for the digital economy [14]. Development Outlook - The computer industry is anticipated to enter a golden development period driven by national strategies and market demands, focusing on technological autonomy, industrial intelligence, and security systems [15]. - The competitive landscape is shifting towards a focus on core technologies and deep industry understanding, with companies that excel in foundational software and AI expected to lead the modernization efforts [15].