Windows10停服背景下信创产业进展与未来趋势

发布时间：2026-08-20 一、AI总结内容 一、核心要点 1. 信创产业推进以党政自主可控为核心，2024年启动三年国产替代计划，要求2025年6月底前完成党政机关及下属事业单位的PC、服务器等替代，2027年完成八大关键行业替代，其中金融、电力、电信等行业需在2025年完成服务器国产化替代要求。 2. 服务器国产化替代推进优先，金融、电信、电力等行业2025年需完成超百万台服务器替代，PC替代节奏较慢，党政存量PC约1500万台，行业端约2100万台，存在使用习惯、生态适配等问题。 3. Windows10今年年底停止更新，此次停服主要针对党政机关及事业单位存量Win10，将带来党政及行业端PC换机需求，预计拉动百万台级PC增量。 二、投资线索 1. 国产操作系统领域，党政端麒麟软件市占率超90%，金融、电力等行业麒麟与统信各占约70%、30%份额，鸿蒙系统未进入政府采购目录，短期对传统操作系统厂商影响有限。 2. 硬件国产化方面，服务器芯片优先采用X86架构，国产打印机主控芯片以兆芯、龙芯为主，打印机、AI芯片被纳入信创目录新增品类，相关厂商有望受益。三、风险与关注 1. 信创项目存在地方配套资金不足问题，部分项目需压缩成本推进，可能影响厂商利润空间。 2. 鸿蒙系统尚未进入政府采购需求标准，若后续未纳入，PC增量拉动或不及预期，同时生态成熟度仍有待提升。3. 部分行业中间件、外设适配存在成熟度不足问题，如国产打印机、中间件在部分项目中出现适配问题，需工程化改进。 二、音频原文（转写） 欢迎接入金门财经电话会议系统，请输入参会密码，并以井号键结束。您已成功加入会议。感谢大家参加本次会议。会议即将开始，请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 嗯。感谢大家参加本次会议。会议即将开始。请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。感谢大家参加本次会议。会议即将开始。 请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。感谢大家参加本次会议，会议即将开始，请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation.The meeting is ready to start. Please remain onthe line. 嗯。 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。 会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。 感谢大家参加本次会议。会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始，请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。 会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 嗯。感谢大家参加本次会议。会议即将开始。请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。会议即将开始。请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation.The meeting is ready to start. Please remain onthe line. 你。 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始。 请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。会议即将开始。 请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。会议即将开始。 请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。感谢大家参加本次会议。 会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。 感谢大家参加本次会议。会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 嗯。感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。 会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议，会议即将开始。请稍后。Thanks for your partic ipation. The meeting is ready to start. Please remain on the line. 嗯。 感谢大家参加本次会议。会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 感谢大家参加本次会议。会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。 我每天。感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议，会议即将开始，请稍后。THANKSFOR YOUR PARTICIPATION。 THE MEETING IS READY TO START。PLEASE REMAIN ON THE LINE。感谢大家参加本次会议。会议即将开始，请稍后。 Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 你听。 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。嗯。感谢大家参加本次会议。 会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。感谢大家参加本次会议。 会议即将开始。请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 嗯。你。 感谢大家参加本次会议，会议即将开始，请稍后。Thanks for your participation. The meeting is ready to start. Please remain on the line. 感谢大家参加本次会议。会议即将开始，请稍后。Thanks foryour participation. The meeting is ready to star t. Please remain on the line. 感谢大家参加本次会议。 会议即将开始，请稍后。Thanks for your participatio