Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5] Core Viewpoints - The computer industry is experiencing a bottoming phase with a slight increase of 0.99% in the index during the week of April 21-25, 2025. The overall market sentiment is positive, with the Shanghai Composite Index rising by 0.56%, the Shenzhen Component Index by 1.38%, and the ChiNext Index by 1.74% [1][10] - The report highlights the significant growth in the AI sector, driven by national policy support and increasing investments from companies in product development and application scenarios. The long-term growth potential of the AI industry is emphasized [3][19] - Companies like Hand Information are focusing on AI as a strategic development area, with successful implementations in various sectors such as marketing, supply chain, and finance, leading to high-quality incremental revenue [3][20] Summary by Sections Market Review - The computer index showed a slight upward trend, with specific sub-sectors like software development and IT services performing better than hardware [1][12] Performance Summary - Hand Information reported a revenue of 3.235 billion yuan in 2024, a year-on-year increase of 8.57%, with a net profit of 188 million yuan [2][16] - Koyuan Wisdom achieved a revenue of 1.682 billion yuan, up 19.55%, and a net profit of 252 million yuan, reflecting a growth of 56.64% [2][16] - Rui Ming Technology reported a revenue of 2.777 billion yuan, a significant increase of 63.45%, with a net profit growth of 184.50% [2][16] Investment Insights - The report indicates that the computer industry is under pressure in terms of overall operating performance for 2024, but the AI sector is seeing increased investment and positive outcomes. The collaboration between companies and AI partners is leading to successful applications and revenue growth [3][20]

[Table_Main] 行业研究|信息技术|软件与服务 证券研究报告 计算机行业周报 2025 年 04 月 28 日 [Table_Title] 政策助推 AI 发展，AI 应用逐步落地 ——计算机行业周报 [Table_Summary] 报告要点： 本周(2025.4.21-2024.4.25)市场回顾 1) 本周(2025.4.21-2024.4.25)计算机（申万）指数维持底部波动态势， 小幅上涨 0.99%。上证指数上涨 0.56%，深证成指上涨 1.38%，创业 板指上涨 1.74%。 2) 细分板块方面，申万二级行业指数：计算机设备(801101.SL)、软件 开发(801104.SL)、IT 服务Ⅱ(801103.SL)涨跌幅分别为 0.27%、 0.59%、2.04%，均呈现上涨趋势，软件子板块的表现优于硬件。 业绩汇总 资料来源：Wind [Table_ 相关研究报告 DocReport] 1) 汉得信息发布《2024 年年度报告》，2024 年，公司实现营业收入 32.35 亿元，同比增长 8.57%；实现归属于上市公司股东的净利润 1.88 亿元；实现归属于上市公司股东的扣除非经常性 ...