软件与服务点评报告：中央集采标准更新，信创产业再迎利好

Investment Rating - The industry investment rating is "Positive" and maintained [4]. Core Insights - The update of centralized procurement standards by the Central Government on March 11, 2024, emphasizes the requirement for CPUs and operating systems to meet safety and reliability assessment standards for government procurement of desktop and portable computers, indicating a clear trend of promoting domestic innovation in government agencies down to the county and township levels [4][5]. - The introduction of long-term special bonds for major national strategic implementations and security capability construction is expected to provide financial support for the domestic innovation industry, enhancing its sustainable development [4][5]. - The continuous rollout of key policies is likely to accelerate the development of the domestic innovation industry, with expectations for a recovery in market confidence and industry growth driven by policy support [5]. Summary by Sections Event Description - On March 11, 2024, the Central Government issued a notification updating procurement standards for desktop and portable computers, mandating compliance with domestic innovation requirements for CPUs and operating systems in government procurement [4]. Event Commentary - The downward trend of domestic innovation in government procurement is expected to strengthen as it expands from provincial and municipal levels to county and township levels over the next 3-5 years, creating new market opportunities for domestic software and hardware manufacturers [4]. - The 2024 Government Work Report indicates plans to issue 1 trillion yuan in long-term special bonds to support major strategic projects, which may benefit the domestic innovation industry [4][5]. - The recent updates to procurement standards reflect a commitment to the domestic innovation industry, with expectations for accelerated growth in 2024 due to policy support [5]. Long-term Trends - The domestic innovation industry is positioned for long-term growth, with policy support expected to drive recovery and market confidence, particularly benefiting domestic chip manufacturers, operating system developers, and related supply chains [5].