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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>数据可信 - 概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 8px;
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #3b82f6;
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border: 3px solid white;
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box-shadow: 0 0 0 2px #dbeafe;
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}
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.timeline-line {
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position: absolute;
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left: 7px;
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top: 24px;
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bottom: 0;
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width: 2px;
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background-color: #dbeafe;
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}
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.gradient-text {
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background: linear-gradient(120deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.table-hover tbody tr:hover {
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background-color: #f0f9ff;
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}
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.highlight-box {
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.1), rgba(139, 92, 246, 0.1));
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border-left: 4px solid #3b82f6;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
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}
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.mermaid-container {
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background: white;
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border-radius: 0.5rem;
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padding: 1rem;
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margin: 1rem 0;
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box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1);
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl relative z-10">
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<!-- 标题区域 -->
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<header class="mb-10 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">数据可信</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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从政策驱动到基建落地，探索数据要素市场化的新阶段
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</p>
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<div class="mt-4 inline-flex items-center bg-blue-50 text-blue-700 px-4 py-2 rounded-full">
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<i class="fas fa-calendar-alt mr-2"></i>
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<span>更新时间：2025年7月</span>
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</div>
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</header>
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<!-- 核心观点摘要 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="card bg-white card-shadow rounded-xl p-6 hover:shadow-lg transition-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-blue-100 p-3 rounded-lg mr-4">
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<i class="fas fa-chart-line text-blue-600 text-xl"></i>
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</div>
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<h3 class="text-lg font-semibold">阶段判断</h3>
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</div>
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<p class="text-gray-600">
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数据可信已从"政策驱动"进入"基建落地"阶段，<span class="font-semibold text-blue-600">2025-2026年是订单爆发临界点</span>
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</p>
|
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</div>
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||||
|
||||
<div class="card bg-white card-shadow rounded-xl p-6 hover:shadow-lg transition-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-purple-100 p-3 rounded-lg mr-4">
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<i class="fas fa-rocket text-purple-600 text-xl"></i>
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</div>
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<h3 class="text-lg font-semibold">核心驱动力</h3>
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</div>
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<p class="text-gray-600">
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政策强制（100个空间硬指标）+技术成熟（隐私计算成本下降50%+）+场景刚需（金融/医疗数据流通）
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</p>
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</div>
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<div class="card bg-white card-shadow rounded-xl p-6 hover:shadow-lg transition-shadow">
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<div class="flex items-center mb-4">
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<div class="bg-green-100 p-3 rounded-lg mr-4">
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<i class="fas fa-dollar-sign text-green-600 text-xl"></i>
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</div>
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<h3 class="text-lg font-semibold">未来潜力</h3>
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</div>
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<p class="text-gray-600">
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按单个空间1500万投入测算，<span class="font-semibold text-green-600">2028年市场规模或超75亿元</span>（东北证券草根调研数据）
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</p>
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</div>
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</div>
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</section>
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<!-- 时间轴 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-history text-indigo-500 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="timeline-item relative pb-8">
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<h3 class="font-semibold text-lg mb-1">2022年12月</h3>
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<h4 class="text-blue-600 font-medium mb-2">《数据二十条》发布</h4>
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<p class="text-gray-600">首次提出"三权分置"（持有权/使用权/经营权），为数据确权奠定制度基础</p>
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</div>
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|
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<div class="timeline-item relative pb-8">
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<h3 class="font-semibold text-lg mb-1">2023年08月</h3>
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<h4 class="text-blue-600 font-medium mb-2">国家数据局成立</h4>
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||||
<p class="text-gray-600">统筹数据要素市场建设，明确可信数据空间为基础设施</p>
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</div>
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<div class="timeline-item relative pb-8">
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<h3 class="font-semibold text-lg mb-1">2024年10月18日</h3>
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<h4 class="text-blue-600 font-medium mb-2">《可信数据空间发展行动计划（2024-2028年）》</h4>
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<p class="text-gray-600"><span class="font-semibold">提出到2028年建成100个以上可信数据空间</span>，形成标准/技术/生态/安全四大体系</p>
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</div>
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<div class="timeline-item relative pb-8">
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<h3 class="font-semibold text-lg mb-1">2025年04月</h3>
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<h4 class="text-blue-600 font-medium mb-2">《可信数据空间技术架构》征求意见</h4>
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<p class="text-gray-600">130+单位参与制定，明确隐私计算、区块链、TEE等技术路线</p>
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</div>
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<div class="timeline-item relative">
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<h3 class="font-semibold text-lg mb-1">2025年07月</h3>
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<h4 class="text-blue-600 font-medium mb-2">首批63个试点公布</h4>
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<p class="text-gray-600">涵盖13个城市/22个行业/28个企业，<span class="font-semibold">上海数据集团、南方电网等央企入选</span></p>
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</div>
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</div>
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</div>
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</section>
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||||
<!-- 核心逻辑与市场认知分析 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain text-pink-500 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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||||
<div class="bg-white rounded-xl p-6 card-shadow mb-6">
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||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">核心驱动力：政策×技术×场景的"三重共振"</h3>
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||||
<div class="grid md:grid-cols-3 gap-4 mb-6">
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<div class="highlight-box p-4 rounded-lg">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-landmark text-blue-500 mr-2"></i>
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政策端
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</h4>
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<p class="text-gray-600">国家数据局将可信数据空间列为"数据要素市场化前提"，<span class="font-semibold">2025年试点预算已纳入超长期国债</span>（路演纪要）</p>
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||||
</div>
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||||
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<div class="highlight-box p-4 rounded-lg">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-microchip text-purple-500 mr-2"></i>
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技术端
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</h4>
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<p class="text-gray-600">隐私计算（联邦学习/MPC）成本从2023年的<span class="font-semibold">单项目500万降至2024年的200万</span>（安恒信息路演），推动规模化应用</p>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-industry text-green-500 mr-2"></i>
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场景端
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</h4>
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||||
<p class="text-gray-600">金融反欺诈、医保核保等场景已验证需求——<span class="font-semibold">天津医保数据平台年调用量超1亿次</span>（久远银海路演）</p>
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</div>
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</div>
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||||
<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold mb-3 flex items-center">
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<i class="fas fa-fire text-orange-500 mr-2"></i>
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市场热度与情绪
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</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-chart-bar text-blue-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">研报密度</span>：2024年Q4以来，国金/东北/浙商等8家券商发布12篇深度报告，一致预期2025年订单落地</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-balance-scale text-purple-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">情绪分歧</span>：乐观派（东北证券）认为500个空间可期，谨慎派（国金）提示"政策执行可能低于预期"</span>
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</li>
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</ul>
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</div>
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|
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<div>
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<h4 class="font-semibold mb-3 flex items-center">
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<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>
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预期差：市场忽略的三大关键点
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</h4>
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||||
<ol class="space-y-2 list-decimal pl-5">
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||||
<li><span class="font-semibold">商业模式升级</span>：从"建设费"转向"数据分成"（如济南模式：政府按数据调用量收取20%流水分成）</li>
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<li><span class="font-semibold">央企主导</span>：南方电网、上海数据集团等央企将占据70%以上份额（首批试点占比68%）</li>
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<li><span class="font-semibold">技术路线收敛</span>：区块链+隐私计算成为主流，纯软件方案公司可能边缘化（星环科技等需绑定硬件伙伴）</li>
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</ol>
|
||||
</div>
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||||
</div>
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</div>
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</section>
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||||
|
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<!-- 催化剂与发展路径 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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||||
<i class="fas fa-rocket text-red-500 mr-3"></i>
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||||
催化剂与发展路径
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</h2>
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||||
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||||
<div class="grid md:grid-cols-2 gap-6">
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||||
<div class="bg-white rounded-xl p-6 card-shadow">
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||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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Q1
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||||
</div>
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||||
<div>
|
||||
<h4 class="font-semibold">财政部《数据资产入表细则》落地</h4>
|
||||
<p class="text-gray-600 text-sm">城投公司数据估值或触发空间建设潮</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="bg-purple-100 text-purple-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||||
Q2
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold">首批63个试点项目招标启动</h4>
|
||||
<p class="text-gray-600 text-sm">预计释放20-30亿元订单（按单个项目3000万测算）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="bg-green-100 text-green-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||||
Q3
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold">医保局"信用就医"场景全国推广</h4>
|
||||
<p class="text-gray-600 text-sm">医疗数据空间需求激增（贵州/深圳已试点）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">长期路径（2025-2028）</h3>
|
||||
<div class="mermaid-container">
|
||||
<div class="flex flex-col items-center">
|
||||
<div class="flex items-center justify-between w-full mb-4">
|
||||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg font-semibold">2025:试点验证</div>
|
||||
<i class="fas fa-arrow-right text-blue-500"></i>
|
||||
<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-lg font-semibold">2026:标准统一</div>
|
||||
<i class="fas fa-arrow-right text-purple-500"></i>
|
||||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-lg font-semibold">2027:行业复制</div>
|
||||
<i class="fas fa-arrow-right text-green-500"></i>
|
||||
<div class="bg-yellow-100 text-yellow-800 px-4 py-2 rounded-lg font-semibold">2028:生态成熟</div>
|
||||
</div>
|
||||
<div class="mt-2 text-center">
|
||||
<span class="bg-gradient-to-r from-blue-500 to-yellow-500 text-white px-6 py-2 rounded-full font-bold">100+空间建成</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链与核心公司 -->
|
||||
<section class="mb-12">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap text-teal-500 mr-3"></i>
|
||||
产业链与核心公司
|
||||
</h2>
|
||||
|
||||
<div class="bg-white rounded-xl p-6 card-shadow mb-6">
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">产业链图谱</h3>
|
||||
|
||||
<div class="grid md:grid-cols-3 gap-4 mb-6">
|
||||
<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||||
<h4 class="font-semibold mb-2 text-blue-700">上游</h4>
|
||||
<p class="text-gray-600">芯片/服务器（华为鲲鹏、浪潮）、密码模块（三未信安）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||||
<h4 class="font-semibold mb-2 text-purple-700">中游</h4>
|
||||
<p class="text-gray-600">空间建设（<span class="font-semibold">奇安信</span>-安全底座、<span class="font-semibold">星环科技</span>-隐私计算、<span class="font-semibold">易华录</span>-数据湖）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<h4 class="font-semibold mb-2 text-green-700">下游</h4>
|
||||
<p class="text-gray-600">场景运营（<span class="font-semibold">久远银海</span>-医保、<span class="font-semibold">山大地纬</span>-政务、<span class="font-semibold">太极股份</span>-电力）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full table-hover">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">公司</th>
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">角色</th>
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">优势</th>
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b">
|
||||
<td class="py-3 px-4 font-semibold">奇安信</td>
|
||||
<td class="py-3 px-4">安全底座龙头</td>
|
||||
<td class="py-3 px-4">首批15家解决方案供应商，<span class="font-semibold">市占率超30%</span></td>
|
||||
<td class="py-3 px-4">硬件绑定较弱，需与华为合作</td>
|
||||
</tr>
|
||||
<tr class="border-b bg-gray-50">
|
||||
<td class="py-3 px-4 font-semibold">星环科技</td>
|
||||
<td class="py-3 px-4">隐私计算技术</td>
|
||||
<td class="py-3 px-4">联邦学习专利数行业第一，<span class="font-semibold">已落地上海数据交易所</span></td>
|
||||
<td class="py-3 px-4">纯软件模式，面临华为/阿里竞争</td>
|
||||
</tr>
|
||||
<tr class="border-b">
|
||||
<td class="py-3 px-4 font-semibold">易华录</td>
|
||||
<td class="py-3 px-4">数据湖运营</td>
|
||||
<td class="py-3 px-4"><span class="font-semibold">蓝光存储成本比传统低50%</span>，适合海量冷数据</td>
|
||||
<td class="py-3 px-4">重资产模式，现金流压力大</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||||
<h4 class="font-semibold mb-2 text-red-700 flex items-center">
|
||||
<i class="fas fa-times-circle mr-2"></i>
|
||||
证伪点
|
||||
</h4>
|
||||
<p class="text-gray-600">国金证券推荐铜牛信息（IDC转型），但路演显示其2024年可信空间收入占比<5%，逻辑存疑</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<h4 class="font-semibold mb-2 text-green-700 flex items-center">
|
||||
<i class="fas fa-check-circle mr-2"></i>
|
||||
验证点
|
||||
</h4>
|
||||
<p class="text-gray-600">山大地纬济南项目2024年确认收入1500万（年报披露），与研报预测一致</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<section class="mb-12">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-orange-500 mr-3"></i>
|
||||
潜在风险与挑战
|
||||
</h2>
|
||||
|
||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full table-hover">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">风险类型</th>
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">具体表现</th>
|
||||
<th class="py-3 px-4 text-left font-semibold text-gray-700">影响程度</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b">
|
||||
<td class="py-3 px-4 font-semibold">技术风险</td>
|
||||
<td class="py-3 px-4">隐私计算性能瓶颈（<span class="font-semibold">联邦学习延迟>500ms</span>）</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-red-100 text-red-800 px-2 py-1 rounded-full text-sm font-medium">高</span>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="border-b bg-gray-50">
|
||||
<td class="py-3 px-4 font-semibold">商业化风险</td>
|
||||
<td class="py-3 px-4">政府付费意愿低（<span class="font-semibold">贵阳数据交易所2024年收入仅2000万</span>）</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-yellow-100 text-yellow-800 px-2 py-1 rounded-full text-sm font-medium">中</span>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="border-b">
|
||||
<td class="py-3 px-4 font-semibold">政策风险</td>
|
||||
<td class="py-3 px-4">数据跨境流动限制（<span class="font-semibold">《数据出境安全评估办法》趋严</span>）</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-red-100 text-red-800 px-2 py-1 rounded-full text-sm font-medium">高</span>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="border-b bg-gray-50">
|
||||
<td class="py-3 px-4 font-semibold">信息矛盾</td>
|
||||
<td class="py-3 px-4">东北证券预测500个空间 vs 官方目标100个</td>
|
||||
<td class="py-3 px-4">
|
||||
<span class="bg-blue-100 text-blue-800 px-2 py-1 rounded-full text-sm font-medium">需跟踪实际招标量</span>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<section class="mb-12">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-flag-checkered text-green-500 mr-3"></i>
|
||||
综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<div class="mb-6 p-4 bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg border-l-4 border-blue-500">
|
||||
<h3 class="text-xl font-semibold mb-2 text-blue-700">阶段判断</h3>
|
||||
<p class="text-gray-700"><span class="font-semibold">主题炒作向基本面驱动过渡期</span>——2025年订单将验证真实需求</p>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">高价值细分方向</h3>
|
||||
<ol class="space-y-3 list-decimal pl-5 mb-6">
|
||||
<li class="pb-3 border-b">
|
||||
<span class="font-semibold">央企系总包商</span>：中国电子（深桑达A）、中国电科（太极股份）具备"政策+资金"双重优势
|
||||
</li>
|
||||
<li class="pb-3 border-b">
|
||||
<span class="font-semibold">隐私计算硬件</span>：华为昇腾+星环科技组合方案在医保场景中渗透率已达40%
|
||||
</li>
|
||||
<li>
|
||||
<span class="font-semibold">数据运营分成</span>：久远银海天津模式已跑通，2025年分成收入或超5000万
|
||||
</li>
|
||||
</ol>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-600">关键跟踪指标</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-blue-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2 text-blue-700 flex items-center">
|
||||
<i class="fas fa-clipboard-list mr-2"></i>
|
||||
招标进度
|
||||
</h4>
|
||||
<p class="text-gray-600 text-sm">2025Q2首批试点项目中标公告（重点关注南方电网、上海数据集团订单分配）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2 text-purple-700 flex items-center">
|
||||
<i class="fas fa-cogs mr-2"></i>
|
||||
技术验证
|
||||
</h4>
|
||||
<p class="text-gray-600 text-sm">隐私计算在医保DRG支付场景中的延迟<100ms实测数据</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-green-50 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2 text-green-700 flex items-center">
|
||||
<i class="fas fa-signal mr-2"></i>
|
||||
政策信号
|
||||
</h4>
|
||||
<p class="text-gray-600 text-sm">国家数据局2025年预算中"可信空间专项"资金是否翻倍（2024年为5亿元）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 p-4 bg-yellow-50 rounded-lg border-l-4 border-yellow-500">
|
||||
<h4 class="font-semibold mb-2 text-yellow-700 flex items-center">
|
||||
<i class="fas fa-exclamation-circle mr-2"></i>
|
||||
风险提示
|
||||
</h4>
|
||||
<p class="text-gray-700">若2025H1招标量低于30个项目，需警惕政策执行力度不及预期</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 关联股票数据 -->
|
||||
<section class="mb-12">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-chart-line text-indigo-500 mr-3"></i>
|
||||
关联股票数据
|
||||
</h2>
|
||||
|
||||
<div class="card bg-white card-shadow">
|
||||
<div class="table-responsive">
|
||||
<table class="table align-items-center mb-0 w-full">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 py-3 px-4 text-left">股票名称</th>
|
||||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 py-3 px-4 text-left">项目/分类</th>
|
||||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 py-3 px-4 text-left">应用领域/技术/合作</th>
|
||||
<th class="text-uppercase text-secondary text-xs font-weight-bolder opacity-7 py-3 px-4 text-left">投资理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">南威软件</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">六电融合可信文件解决方案</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">数据可信</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">公司创新打造六电融合可信文件解决方案，符合数据要素可信空间建设方向</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">星环科技</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">可信数据空间应用解决方案供应商</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">首批15家供应商</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">作为首批15家可信数据空间应用解决方案供应商之一，参与数据要素可信空间建设</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">湘邮科技</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">ECO iPaaS混合云集成平台</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">数字政务/城市可信数据空间</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">该平台应用于数字政务和城市可信数据空间建设，符合数据安全建设方向</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">南京熊猫</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">数字园区泛在操作系统</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">数字孪生/人工智能/泛在操作系统</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">基于多项核心技术完成数字园区操作系统研发，推动数据要素可信空间建设</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">优刻得-W</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">工业数据空间</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">工业数据空间生态链执行委员单位</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">入选工业数据空间生态链执行委员单位，参与工业领域数据可信流通</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">山大地纬</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">济南市公共数据授权运营</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">城市可信数据空间</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">在济南落地公共数据授权运营项目，支撑城市可信数据空间建设</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">太极股份</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">中国可信体系</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">中国电科体系</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">与中国电科联合发起成立中国可信体系，参与数据安全体系建设</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">深桑达A</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">国家重点可信智算项目</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">1+N+M战略</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">承担国家重点可信智算项目，已取得1+N+M可信智算战略成果</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="border-b hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">科创信息</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">数据要素可信流通平台</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">2023年度</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">2023年参建数据要素可信流通平台项目，符合数据要素流通方向</p>
|
||||
</td>
|
||||
</tr>
|
||||
|
||||
<tr class="hover:bg-blue-50">
|
||||
<td class="py-3 px-4">
|
||||
<div class="d-flex align-items-center">
|
||||
<div class="my-auto">
|
||||
<h6 class="mb-0 text-sm font-semibold">国投智能</h6>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm font-weight-bold mb-0">可信数据流通体系</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">零信任安全/数据资产分类分级</p>
|
||||
</td>
|
||||
<td class="py-3 px-4">
|
||||
<p class="text-sm mb-0">形成以零信任安全等技术为核心的解决方案，助力可信数据流通体系建设</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// 粒子背景效果
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#3b82f6"
|
||||
},
|
||||
shape: {
|
||||
type: "circle",
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: true,
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true,
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#93c5fd",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false,
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 1
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
|
||||
// 添加滚动动画
|
||||
const observerOptions = {
|
||||
root: null,
|
||||
rootMargin: '0px',
|
||||
threshold: 0.1
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
document.querySelectorAll('section').forEach(section => {
|
||||
section.style.opacity = '0';
|
||||
section.style.transform = 'translateY(20px)';
|
||||
section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||||
observer.observe(section);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user