证券日报网讯电科网安（002268）8月20日在互动平台回答投资者提问时表示，公司部分安全应用适配 过华为欧拉系统。 ...

Group 1 - The company, Electric Science and Technology Network Security (002268.SZ), has indicated that some of its security applications are compatible with Huawei's Euler operating system [1]

Market Overview - The three major indices showed a slight decline, with the Shanghai Composite Index down by 0.12%, while the Shenzhen Component and ChiNext Index experienced more significant losses, particularly the North Securities 50, which dropped over 1% [3] - Despite the index declines, over 2400 stocks in the market were in the green, indicating a divergence between index performance and individual stock movements [1][3] Key Sectors and Policies - **Rail Transit Equipment**: The sector saw a surge, with companies like Jiao Da Tie Fa hitting the 20% limit up. This was driven by the National Energy Administration's new policy promoting high-voltage projects, which is expected to boost domestic production and overseas orders significantly [3][4] - **Construction Machinery**: Companies such as Iron Tuo and Wu Xin experienced gains exceeding 10%, fueled by new policies from Heilongjiang province offering substantial subsidies for equipment upgrades and renewable energy projects [3][4] - **Wind Power Equipment**: Fei Wo Technology achieved a 20% limit up, supported by policies in Shanghai and Hebei aimed at upgrading wind power equipment, with a notable investment of 9.3 billion yuan for the renovation of old wind turbines [4] Market Sentiment and Trends - The current market is characterized by a significant influx of policy support, particularly in sectors related to equipment upgrades and renewable energy, which are seen as key areas for medium to long-term investment [4][5] - The ERP sector faced a sharp decline, with companies like Dingjie Smart dropping 13%, attributed to a shift in enterprise digitalization trends [4] - The AI sector, particularly related to Huawei's Ascend computing power, remains a focal point for long-term investment despite short-term fluctuations [4][5] Investment Strategy - Companies are encouraged to focus on sectors with strong technological capabilities, substantial orders, and attractive valuations, as these will present solid investment opportunities when market sentiment stabilizes [5] - The emphasis is on a long-term investment approach, identifying industries that are poised for growth under supportive policy environments [5]