全球科技（计算机）行业周报：商业航天、6G成产业布局重点，政策技术驱动-20251229

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights that commercial aerospace and 6G are key areas for industrial layout, driven by policy and technology [3][4] - A recent policy from Shanghai supports the construction of a world-class industrial cluster focusing on commercial aerospace and 6G, emphasizing application-based research and key technology breakthroughs [12][13] - The third Commercial Aerospace Development Conference indicated that the industry has entered a new phase of scale and commercialization, with a projected market size to achieve a leap forward [13] - The establishment of a 2 billion yuan fund for commercial aerospace and a talent training program to supply 1,000 skilled workers annually over the next 3-5 years were also announced [13][4] Summary by Sections 1. Industry Perspective - The report discusses the Shanghai policy aimed at supporting the G60 Science and Technology Corridor, focusing on commercial aerospace and 6G industries [12] - It emphasizes the need for collaboration among enterprises, academic institutions, and research organizations to drive innovation and technology development [12] 2. Market Performance Review - The computer industry index increased by 2.20% this week, outperforming the Shanghai Composite Index by 0.32 percentage points [15] - Year-to-date, the computer industry index has risen by 16.89%, ranking 14th among 31 industry indices [15][16] 3. Technology Software Industry News - The report covers various sectors including computing power, low-altitude economy, automotive intelligence, cybersecurity, data elements, and artificial intelligence, highlighting significant developments in each area [23][24][25][26][27][29][30] - For instance, the computing power sector in Yangzhou has reached a scale of 34,000 P, leading the province [23] - The automotive sector is seeing advancements in intelligent driving systems, with companies like Huawei and Audi launching new technologies [26] 4. Company Dynamics - The report mentions several companies involved in stock buybacks and incentive plans, indicating active corporate governance and management strategies [32]