1120 lines
55 KiB
HTML
1120 lines
55 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>信息安全概念分析</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
|
||
min-height: 100vh;
|
||
color: #e2e8f0;
|
||
}
|
||
|
||
.card-bg {
|
||
background: rgba(30, 41, 59, 0.7);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(100, 116, 139, 0.3);
|
||
}
|
||
|
||
.text-gradient {
|
||
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.timeline-dot {
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background-color: #3b82f6;
|
||
position: absolute;
|
||
left: -6px;
|
||
top: 6px;
|
||
}
|
||
|
||
.timeline-line {
|
||
width: 2px;
|
||
background-color: #334155;
|
||
position: absolute;
|
||
left: 0;
|
||
top: 18px;
|
||
bottom: 0;
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-left: 24px;
|
||
margin-bottom: 24px;
|
||
}
|
||
|
||
.timeline-item:last-child .timeline-line {
|
||
display: none;
|
||
}
|
||
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
.highlight-row {
|
||
background-color: rgba(59, 130, 246, 0.1);
|
||
}
|
||
|
||
.tag {
|
||
display: inline-block;
|
||
padding: 2px 8px;
|
||
border-radius: 12px;
|
||
font-size: 12px;
|
||
font-weight: 500;
|
||
margin-right: 4px;
|
||
margin-bottom: 4px;
|
||
}
|
||
|
||
.tag-blue {
|
||
background-color: rgba(59, 130, 246, 0.2);
|
||
color: #93c5fd;
|
||
}
|
||
|
||
.tag-purple {
|
||
background-color: rgba(139, 92, 246, 0.2);
|
||
color: #c4b5fd;
|
||
}
|
||
|
||
.tag-green {
|
||
background-color: rgba(16, 185, 129, 0.2);
|
||
color: #6ee7b7;
|
||
}
|
||
|
||
.tag-amber {
|
||
background-color: rgba(245, 158, 11, 0.2);
|
||
color: #fcd34d;
|
||
}
|
||
|
||
.progress-bar {
|
||
height: 6px;
|
||
border-radius: 3px;
|
||
background-color: #334155;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.progress-fill {
|
||
height: 100%;
|
||
border-radius: 3px;
|
||
}
|
||
|
||
#particles-js {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
}
|
||
|
||
.mermaid {
|
||
background-color: rgba(30, 41, 59, 0.5);
|
||
border-radius: 8px;
|
||
padding: 16px;
|
||
margin: 16px 0;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.timeline-item {
|
||
padding-left: 16px;
|
||
}
|
||
|
||
.timeline-dot {
|
||
width: 8px;
|
||
height: 8px;
|
||
left: -4px;
|
||
top: 8px;
|
||
}
|
||
|
||
.timeline-line {
|
||
left: 0;
|
||
top: 16px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="particles-js"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">信息安全概念深度分析</h1>
|
||
<p class="text-lg text-slate-300 max-w-3xl mx-auto">从"合规驱动"进入"国家安全+产业刚需"双轮驱动阶段</p>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-history mr-3"></i>概念事件时间轴
|
||
</h2>
|
||
|
||
<div class="relative pl-6">
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<h3 class="text-lg font-semibold text-blue-300">2024-10-16</h3>
|
||
<span class="tag tag-blue">国产替代</span>
|
||
<span class="tag tag-purple">汽车数据安全</span>
|
||
</div>
|
||
<ul class="list-disc pl-5 space-y-1 text-slate-300">
|
||
<li>中方三次揭露"伏特台风"虚假叙事，美政府与微软拒绝回应</li>
|
||
<li>中国网络空间安全协会建议系统排查英特尔产品网络安全风险</li>
|
||
<li>国安部通报某境外企业以汽车智能驾驶研究为掩护开展非法测绘</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<h3 class="text-lg font-semibold text-blue-300">2025-01-18</h3>
|
||
<span class="tag tag-green">金融IT安全</span>
|
||
</div>
|
||
<p class="text-slate-300">证监会通报证券期货业网络安全检查发现多项问题，金融IT安全需求显性化</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<h3 class="text-lg font-semibold text-blue-300">2025-06-27</h3>
|
||
<span class="tag tag-amber">数据跨境合规</span>
|
||
</div>
|
||
<p class="text-slate-300">网信办发布《数据出境安全评估申报指南（第三版）》，简化流程但强化数据跨境合规要求</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<h3 class="text-lg font-semibold text-blue-300">2025-07-31</h3>
|
||
<span class="tag tag-blue">算力芯片安全</span>
|
||
</div>
|
||
<p class="text-slate-300">网信办就英伟达H20芯片"后门风险"约谈，算力芯片安全成为新矛盾点</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/30">
|
||
<p class="text-lg text-slate-200 leading-relaxed">
|
||
信息安全已从"合规驱动"进入"国家安全+产业刚需"双轮驱动阶段。短期看，<span class="text-blue-300 font-semibold">国产替代（芯片/OS/数据库）</span>和<span class="text-purple-300 font-semibold">数据跨境合规</span>是最大催化；中长期看，<span class="text-green-300 font-semibold">AI安全（大模型防护、隐私计算）</span>和<span class="text-amber-300 font-semibold">场景化落地（汽车、金融、卫星互联网）</span>将打开千亿级增量市场。当前处于政策红利兑现初期，基本面验证窗口已开启。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心驱动力 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-green-400 flex items-center">
|
||
<i class="fas fa-rocket mr-3"></i>核心驱动力
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-blue-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-gavel text-blue-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-blue-300">政策刚性</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>《网络数据安全管理条例》2025年1月实施</li>
|
||
<li>信创2.0：79号文要求2027年央企100%国产替代</li>
|
||
<li>CPU/OS/数据库替代率当前仅11.86%</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-purple-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-microchip text-purple-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-purple-300">技术矛盾</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>AI大模型安全：DeepSeek等开源模型暴露风险</li>
|
||
<li>火山引擎、豆包已强制要求接入安全网关</li>
|
||
<li>卫星互联网：千帆星座2025年商用</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-10 h-10 rounded-full bg-green-500/20 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-green-400"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-green-300">产业痛点</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li>金融IT：2024年证监会检查发现券商普遍存在"外包管理漏洞"</li>
|
||
<li>安全运营托管（MSS）需求爆发</li>
|
||
<li>安恒信息MSS合同额+20%</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 市场热度与情绪 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-amber-400 flex items-center">
|
||
<i class="fas fa-fire mr-3"></i>市场热度与情绪
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<h3 class="text-lg font-semibold text-amber-300 mb-3">新闻端</h3>
|
||
<p class="text-slate-300 mb-3">10月16日"英特尔风险"事件后，中国长城/海光信息等国产CPU三日涨幅15-20%</p>
|
||
<div class="flex items-center">
|
||
<span class="text-sm text-slate-400 mr-2">舆情热度</span>
|
||
<div class="flex-1 progress-bar">
|
||
<div class="progress-fill bg-gradient-to-r from-amber-500 to-orange-500" style="width: 100%"></div>
|
||
</div>
|
||
<span class="text-sm text-amber-300 ml-2">+300%</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<h3 class="text-lg font-semibold text-amber-300 mb-3">研报端</h3>
|
||
<p class="text-slate-300 mb-3">2024Q4以来信息安全相关路演每周2-3场（vs 2023全年月均1场）</p>
|
||
<div class="flex items-center">
|
||
<span class="text-sm text-slate-400 mr-2">路演频率</span>
|
||
<div class="flex-1 progress-bar">
|
||
<div class="progress-fill bg-gradient-to-r from-amber-500 to-orange-500" style="width: 85%"></div>
|
||
</div>
|
||
<span class="text-sm text-amber-300 ml-2">高频</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700">
|
||
<h3 class="text-lg font-semibold text-amber-300 mb-3">分歧点</h3>
|
||
<p class="text-slate-300">市场过度聚焦国产替代（情绪溢价高），忽视数据跨境合规（政策落地快但估值低）</p>
|
||
<div class="mt-3 flex flex-wrap">
|
||
<span class="tag tag-blue">国产替代</span>
|
||
<span class="tag tag-amber">高溢价</span>
|
||
<span class="tag tag-green">数据跨境</span>
|
||
<span class="tag tag-purple">低估值</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 预期差分析 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>预期差分析
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-slate-400 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">市场共识</th>
|
||
<th scope="col" class="px-6 py-3">被忽略的关键点</th>
|
||
<th scope="col" class="px-6 py-3">数据来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">国产替代=CPU/GPU</td>
|
||
<td class="px-6 py-4"><span class="text-blue-300">操作系统、数据库</span>替代弹性更大（太极股份、海量数据）</td>
|
||
<td class="px-6 py-4">关联个股列表</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">AI安全=概念炒作</td>
|
||
<td class="px-6 py-4"><span class="text-purple-300">火山引擎已付费采购</span>亚信安全网关（按调用量计费）</td>
|
||
<td class="px-6 py-4">亚信安全12月23日路演</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">卫星互联网=主题</td>
|
||
<td class="px-6 py-4"><span class="text-green-300">盛邦安全订单超3000万</span>（2025年深海场景落地）</td>
|
||
<td class="px-6 py-4">盛邦安全3月20日路演</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400 flex items-center">
|
||
<i class="fas fa-bolt mr-3"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-300">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-file-alt text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-blue-300">政策落地</h4>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300 pl-6">
|
||
<li>《数据出境安全评估指南》细则（2025Q1）</li>
|
||
<li>信创采购季：2025年Q1央企新一轮集采启动</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-purple-400 mr-2"></i>
|
||
<h4 class="font-medium text-purple-300">技术验证</h4>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300 pl-6">
|
||
<li>华为鸿蒙PC 2025Q1预装（渗透率10%）</li>
|
||
<li>卫星互联网：千帆星座2025H1发射验证</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-300">长期路径（2025-2027）</h3>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="mermaid">
|
||
<div class="flex flex-col space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="w-24 text-right pr-3 text-sm font-medium text-blue-300">政策驱动</div>
|
||
<div class="flex-1 flex space-x-3">
|
||
<div class="bg-blue-900/50 rounded px-3 py-2 text-xs text-center">国产替代: CPU/OS/数据库</div>
|
||
<div class="bg-purple-900/50 rounded px-3 py-2 text-xs text-center">数据跨境: 隐私计算+分类分级</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-center">
|
||
<div class="w-24 text-right pr-3 text-sm font-medium text-green-300">技术驱动</div>
|
||
<div class="flex-1 flex space-x-3">
|
||
<div class="bg-green-900/50 rounded px-3 py-2 text-xs text-center">AI安全: 大模型防护+安全智能体</div>
|
||
<div class="bg-amber-900/50 rounded px-3 py-2 text-xs text-center">场景落地: 汽车/金融/卫星互联网</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-center">
|
||
<div class="w-24 text-right pr-3 text-sm font-medium text-slate-400">结果</div>
|
||
<div class="flex-1 flex space-x-3">
|
||
<div class="bg-slate-700/50 rounded px-3 py-2 text-xs text-center">2025年信创订单翻倍</div>
|
||
<div class="bg-slate-700/50 rounded px-3 py-2 text-xs text-center">2026年数据安全市场1500亿</div>
|
||
<div class="bg-slate-700/50 rounded px-3 py-2 text-xs text-center">2027年AI安全渗透率30%</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-green-400 flex items-center">
|
||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-green-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900/30 rounded-lg p-4 border border-blue-500/30">
|
||
<h4 class="font-medium text-blue-300 mb-2">上游</h4>
|
||
<p class="text-sm text-slate-300">国产芯片（海光信息、龙芯中科）、密码模块（格尔软件）</p>
|
||
</div>
|
||
<div class="bg-purple-900/30 rounded-lg p-4 border border-purple-500/30">
|
||
<h4 class="font-medium text-purple-300 mb-2">中游</h4>
|
||
<p class="text-sm text-slate-300">安全产品（防火墙/态势感知：启明星辰、绿盟科技）、数据治理（安恒信息、亚信安全）</p>
|
||
</div>
|
||
<div class="bg-green-900/30 rounded-lg p-4 border border-green-500/30">
|
||
<h4 class="font-medium text-green-300 mb-2">下游</h4>
|
||
<p class="text-sm text-slate-300">金融（券商IT：恒生电子）、汽车（华为链：赛力斯）、卫星（垣信卫星：盛邦安全）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-green-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-slate-400 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">公司</th>
|
||
<th scope="col" class="px-6 py-3">核心逻辑</th>
|
||
<th scope="col" class="px-6 py-3">验证数据</th>
|
||
<th scope="col" class="px-6 py-3">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-blue-300">亚信安全</td>
|
||
<td class="px-6 py-4">云安全+AI安全双龙头</td>
|
||
<td class="px-6 py-4">并购服云信息后云主机安全市占率30%+</td>
|
||
<td class="px-6 py-4">2024年扣非净利仍亏损</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-purple-300">安恒信息</td>
|
||
<td class="px-6 py-4">数据安全+隐私计算落地最快</td>
|
||
<td class="px-6 py-4">数据安全收入+150%（2024H1）</td>
|
||
<td class="px-6 py-4">政府IT预算收缩</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-green-300">盛邦安全</td>
|
||
<td class="px-6 py-4">卫星互联网安全独家卡位</td>
|
||
<td class="px-6 py-4">中标垣信卫星3000万订单</td>
|
||
<td class="px-6 py-4">深海场景商业化进度慢</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-amber-300">中国软件</td>
|
||
<td class="px-6 py-4">操作系统替代（麒麟）</td>
|
||
<td class="px-6 py-4">麒麟OS在政务市占率70%</td>
|
||
<td class="px-6 py-4">生态建设不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-amber-400 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-slate-400 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">风险类型</th>
|
||
<th scope="col" class="px-6 py-3">具体表现</th>
|
||
<th scope="col" class="px-6 py-3">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-red-400">技术瓶颈</td>
|
||
<td class="px-6 py-4">国产GPU性能仅为英伟达30%（龙芯实测）</td>
|
||
<td class="px-6 py-4">
|
||
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-red-900/30 text-red-300">
|
||
高
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-amber-400">商业化风险</td>
|
||
<td class="px-6 py-4">隐私计算客户付费意愿低（安恒路演反馈）</td>
|
||
<td class="px-6 py-4">
|
||
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-amber-900/30 text-amber-300">
|
||
中
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-purple-400">政策变动</td>
|
||
<td class="px-6 py-4">数据出境评估标准可能放宽（网信办吹风）</td>
|
||
<td class="px-6 py-4">
|
||
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-red-900/30 text-red-300">
|
||
高
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium text-blue-400">信息矛盾</td>
|
||
<td class="px-6 py-4">盛邦安全称"卫星订单3000万"，但财报未披露</td>
|
||
<td class="px-6 py-4">
|
||
<span class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-amber-900/30 text-amber-300">
|
||
中
|
||
</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||
<p class="text-slate-200">信息安全已从<span class="text-amber-300">主题炒作</span>（2023年"等保2.0"）进入<span class="text-green-300">基本面驱动</span>（2024年订单+政策落地）。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-purple-300">高价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900/30 rounded-lg p-4 border border-blue-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<span class="text-lg font-bold text-blue-300 mr-2">1</span>
|
||
<h4 class="font-medium text-blue-300">数据跨境合规</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">安恒信息（隐私计算）、太极股份（数据库）</p>
|
||
<span class="text-xs text-blue-300">政策红利最确定</span>
|
||
</div>
|
||
|
||
<div class="bg-purple-900/30 rounded-lg p-4 border border-purple-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<span class="text-lg font-bold text-purple-300 mr-2">2</span>
|
||
<h4 class="font-medium text-purple-300">AI安全</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">亚信安全（大模型网关）</p>
|
||
<span class="text-xs text-purple-300">技术壁垒最高</span>
|
||
</div>
|
||
|
||
<div class="bg-green-900/30 rounded-lg p-4 border border-green-500/30">
|
||
<div class="flex items-center mb-2">
|
||
<span class="text-lg font-bold text-green-300 mr-2">3</span>
|
||
<h4 class="font-medium text-green-300">卫星互联网</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300 mb-2">盛邦安全（深海场景）</p>
|
||
<span class="text-xs text-green-300">预期差最大</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-green-300">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-blue-300">国产CPU集采单价</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">信创2.0核心变量</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-server text-purple-400 mr-2"></i>
|
||
<h4 class="font-medium text-purple-300">隐私计算一体机出货量</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">安恒信息2025年目标500台</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-satellite text-green-400 mr-2"></i>
|
||
<h4 class="font-medium text-green-300">卫星互联网安全订单</h4>
|
||
</div>
|
||
<p class="text-sm text-slate-300">盛邦安全2025年确认收入1亿+</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-green-900/30 to-blue-900/30 rounded-lg p-6 border border-green-500/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-green-300">结论</h3>
|
||
<p class="text-slate-200">2025年将是信息安全"政策-订单-业绩"三重验证元年，<span class="text-blue-300 font-semibold">数据跨境合规 > AI安全 > 国产替代</span>为优先级排序。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 信息安全(241017) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">信息安全(241017)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-slate-400 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">股票</th>
|
||
<th scope="col" class="px-6 py-3">分类</th>
|
||
<th scope="col" class="px-6 py-3">产业链</th>
|
||
<th scope="col" class="px-6 py-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">中国长城</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">海光信息</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">龙芯中科</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">北京君正</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">旋极信息</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">超讯通信</td>
|
||
<td class="px-6 py-4">CPU/GPU</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">常山北明</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">拓维信息</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">软通动力</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">润和软件</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">中国软件</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">诚迈科技</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">超图软件</td>
|
||
<td class="px-6 py-4">操作系统</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">达梦数据</td>
|
||
<td class="px-6 py-4">数据库</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">海量数据</td>
|
||
<td class="px-6 py-4">数据库</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">太极股份</td>
|
||
<td class="px-6 py-4">数据库</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">国华网安</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">电科网安</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">格尔软件</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">大唐电信</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">浙大网新</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">启明星辰</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">绿盟科技</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">三六零</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">奇安信</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">任子行</td>
|
||
<td class="px-6 py-4">网络安全</td>
|
||
<td class="px-6 py-4">英特尔替代</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">四维图新</td>
|
||
<td class="px-6 py-4">地图数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">光庭信息</td>
|
||
<td class="px-6 py-4">地图数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">测绘股份</td>
|
||
<td class="px-6 py-4">地图数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">盛邦安全</td>
|
||
<td class="px-6 py-4">地图数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">索菱股份</td>
|
||
<td class="px-6 py-4">车路云</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">信息发展</td>
|
||
<td class="px-6 py-4">车路云</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">万集科技</td>
|
||
<td class="px-6 py-4">车路云</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">金溢科技</td>
|
||
<td class="px-6 py-4">车路云</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">捷顺科技</td>
|
||
<td class="px-6 py-4">汽车数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">五洋自控</td>
|
||
<td class="px-6 py-4">汽车数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">长久物流</td>
|
||
<td class="px-6 py-4">汽车数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">中汽股份</td>
|
||
<td class="px-6 py-4">汽车数据</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">赛力斯</td>
|
||
<td class="px-6 py-4">华为汽车</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">北汽蓝谷</td>
|
||
<td class="px-6 py-4">华为汽车</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">江淮汽车</td>
|
||
<td class="px-6 py-4">华为汽车</td>
|
||
<td class="px-6 py-4">汽车数据安全</td>
|
||
<td class="px-6 py-4">英特尔被点名、境外企业非法测绘等事件催化，信息安全被市场热炒</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 地理信息(240730) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-300">地理信息(240730)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-slate-400 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">股票</th>
|
||
<th scope="col" class="px-6 py-3">行业</th>
|
||
<th scope="col" class="px-6 py-3">业务/产品</th>
|
||
<th scope="col" class="px-6 py-3">业务占比</th>
|
||
<th scope="col" class="px-6 py-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">测绘股份</td>
|
||
<td class="px-6 py-4">测绘地理信息</td>
|
||
<td class="px-6 py-4">地理信息集成与服务</td>
|
||
<td class="px-6 py-4">30%</td>
|
||
<td class="px-6 py-4">主营业务为测绘地理信息，其中地理信息集成与服务占比30%，测绘服务占比15%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">超图软件</td>
|
||
<td class="px-6 py-4">地理信息系统(GIS)</td>
|
||
<td class="px-6 py-4">GIS平台软件</td>
|
||
<td class="px-6 py-4">99%</td>
|
||
<td class="px-6 py-4">GIS平台软件业务占比99%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">四维图新</td>
|
||
<td class="px-6 py-4">高精度地图</td>
|
||
<td class="px-6 py-4">车联网及自动驾驶综合解决方案</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">致力于打造国际一流的高精度地图、车联网及自动驾驶综合解决方案提供商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">中海达</td>
|
||
<td class="px-6 py-4">北斗+精准定位装备</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">北斗+精准定位装备主要应用于测绘地理信息、无人智能载体、科技旅游和军工军品等领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">正元地信</td>
|
||
<td class="px-6 py-4">测绘地理信息</td>
|
||
<td class="px-6 py-4">测绘地理信息业务</td>
|
||
<td class="px-6 py-4">37%</td>
|
||
<td class="px-6 py-4">测绘地理信息业务营收占比37%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">天润科技</td>
|
||
<td class="px-6 py-4">北交所</td>
|
||
<td class="px-6 py-4">空间信息系统开发应用与集成</td>
|
||
<td class="px-6 py-4">34%</td>
|
||
<td class="px-6 py-4">北交所上市公司，空间信息系统开发应用与集成营收占比34%，遥感测绘地理信息数据服务占比66%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">飞利信</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">子公司厦门精图</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">子公司厦门精图有甲级测绘资质，积极与智能网联车相关方寻求合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">航天宏图</td>
|
||
<td class="px-6 py-4">时空信息产品和服务</td>
|
||
<td class="px-6 py-4">时空地理信息相关建设</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">作为时空信息产品和服务的供应商，参与了众多时空地理信息相关建设的顶层设计</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">招标股份</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">天空地一体化遥感综合集成应用体系建设项目</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">募投建设"天空地一体化遥感综合集成应用体系建设项目"，通过采购商业卫星地理信息数据和高精尖测绘设备提升技术能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">国源科技</td>
|
||
<td class="px-6 py-4">北交所</td>
|
||
<td class="px-6 py-4">地理信息</td>
|
||
<td class="px-6 py-4">56%</td>
|
||
<td class="px-6 py-4">北交所上市公司，地理信息营收占比56%，空间信息应用服务营收占比21%，主要面向农业方向</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-800/30">
|
||
<td class="px-6 py-4 font-medium">经纬恒润</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">地理信息数据服务</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">提供地理信息数据服务和基于3D GIS引擎、云渲染引擎技术的3D可视化管理平台等数字化平台开发服务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 粒子背景 -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
stroke: {
|
||
width: 0,
|
||
color: "#000000"
|
||
}
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false,
|
||
anim: {
|
||
enable: false,
|
||
speed: 1,
|
||
opacity_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true,
|
||
anim: {
|
||
enable: false,
|
||
speed: 40,
|
||
size_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false,
|
||
attract: {
|
||
enable: false,
|
||
rotateX: 600,
|
||
rotateY: 1200
|
||
}
|
||
}
|
||
},
|
||
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
|
||
}
|
||
},
|
||
bubble: {
|
||
distance: 400,
|
||
size: 40,
|
||
duration: 2,
|
||
opacity: 8,
|
||
speed: 3
|
||
},
|
||
repulse: {
|
||
distance: 200,
|
||
duration: 0.4
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
},
|
||
remove: {
|
||
particles_nb: 2
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |