中银证券中银晨会聚焦

Core Insights - The issuance of long-term special government bonds aims to accelerate high-level technological self-reliance, with a focus on critical areas such as basic software and core industry software, which are expected to receive significant funding [1] - The demand for domestic software and hardware procurement is anticipated to see a rapid increase due to the resolution of funding issues for domestic innovation projects [1] Industry Summary - The government has initiated a series of procurement standards for computers, mandating that CPU and operating systems meet security assessment requirements, which is expected to drive demand in the industry [13] - The procurement scale for PC servers by China Mobile is estimated at approximately 264,500 units, indicating a significant market opportunity [13] - The digital China summit highlighted the focus on the domestic innovation industry, suggesting a favorable environment for growth in this sector [19] - The results of the security reliability assessment for basic hardware and software products are expected to facilitate smoother procurement processes for domestic innovation projects [19] - There is a recommendation to pay attention to domestic CPU/server manufacturers and system software firms, indicating potential investment opportunities in these areas [20]