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vf_react/public/htmls/国产信创概览.html
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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>国产信创概览 - 自主可控的产业未来</title>
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
<style>
:root {
--primary-color: #0d6efd;
--secondary-color: #6c757d;
--accent-color: #198754;
--light-bg: #f8f9fa;
--dark-text: #212529;
}
body {
font-family: 'Microsoft YaHei', 'PingFang SC', 'Helvetica Neue', Arial, sans-serif;
color: var(--dark-text);
background-color: #f5f7fa;
}
.hero-section {
background: linear-gradient(135deg, #1a3a5f 0%, #0d6efd 100%);
color: white;
padding: 3rem 0;
margin-bottom: 2rem;
}
.section-title {
position: relative;
padding-bottom: 15px;
margin-bottom: 30px;
font-weight: 600;
}
.section-title::after {
content: "";
position: absolute;
bottom: 0;
left: 0;
width: 60px;
height: 4px;
background-color: var(--primary-color);
}
.card {
border: none;
border-radius: 10px;
box-shadow: 0 4px 12px rgba(0, 0, 0, 0.08);
transition: transform 0.3s ease, box-shadow 0.3s ease;
height: 100%;
}
.card:hover {
transform: translateY(-5px);
box-shadow: 0 8px 24px rgba(0, 0, 0, 0.12);
}
.card-header {
background-color: var(--light-bg);
border-bottom: 1px solid rgba(0, 0, 0, 0.1);
font-weight: 600;
}
.timeline {
position: relative;
padding-left: 30px;
}
.timeline::before {
content: '';
position: absolute;
top: 0;
left: 10px;
height: 100%;
width: 2px;
background: var(--primary-color);
}
.timeline-item {
position: relative;
margin-bottom: 25px;
}
.timeline-item::before {
content: '';
position: absolute;
left: -30px;
top: 5px;
width: 12px;
height: 12px;
border-radius: 50%;
background: var(--primary-color);
border: 2px solid white;
}
.timeline-date {
font-weight: 600;
color: var(--primary-color);
margin-bottom: 5px;
}
.industry-chain {
display: flex;
flex-wrap: wrap;
gap: 15px;
margin-top: 20px;
}
.chain-node {
background-color: var(--light-bg);
border-radius: 8px;
padding: 15px;
flex: 1 0 200px;
text-align: center;
border: 1px solid rgba(0, 0, 0, 0.1);
transition: all 0.3s ease;
}
.chain-node:hover {
background-color: var(--primary-color);
color: white;
transform: scale(1.05);
}
.chain-icon {
font-size: 2rem;
margin-bottom: 10px;
color: var(--primary-color);
}
.chain-node:hover .chain-icon {
color: white;
}
.stock-table {
margin-top: 20px;
}
.stock-table th {
background-color: var(--primary-color);
color: white;
position: sticky;
top: 0;
z-index: 10;
}
.stock-table td {
vertical-align: middle;
}
.industry-badge {
display: inline-block;
padding: 0.35em 0.65em;
font-size: 0.75em;
font-weight: 700;
line-height: 1;
text-align: center;
white-space: nowrap;
vertical-align: baseline;
border-radius: 0.375rem;
margin-right: 5px;
}
.badge-hardware {
background-color: #dc3545;
}
.badge-software {
background-color: #198754;
}
.badge-security {
background-color: #fd7e14;
}
.badge-application {
background-color: #6f42c1;
}
.badge-finance {
background-color: #0dcaf0;
}
.badge-industry {
background-color: #6610f2;
}
.driver-card {
border-left: 4px solid var(--primary-color);
}
.risk-card {
border-left: 4px solid #dc3545;
}
.highlight-box {
background-color: rgba(13, 110, 253, 0.1);
border-left: 4px solid var(--primary-color);
padding: 15px;
border-radius: 0 5px 5px 0;
margin: 15px 0;
}
.key-stat {
font-size: 1.5rem;
font-weight: 700;
color: var(--primary-color);
}
@media (max-width: 768px) {
.hero-section {
padding: 2rem 0;
}
.timeline {
padding-left: 20px;
}
.timeline-item::before {
left: -20px;
}
.stock-table {
font-size: 0.85rem;
}
}
</style>
</head>
<body>
<!-- Hero Section -->
<div class="hero-section">
<div class="container">
<div class="row align-items-center">
<div class="col-lg-8">
<h1 class="display-5 fw-bold mb-3">国产信创概览</h1>
<p class="lead">信息技术应用创新产业 - 自主可控的产业未来</p>
</div>
<div class="col-lg-4 text-lg-end">
<div class="d-flex align-items-center justify-content-lg-end mt-3 mt-lg-0">
<i class="bi bi-shield-check fs-1 me-3"></i>
<div>
<div class="fs-6">国家战略</div>
<div class="fs-4 fw-bold">自主可控</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="container mb-5">
<!-- Executive Summary -->
<section class="mb-5">
<h2 class="section-title">核心观点摘要</h2>
<div class="card">
<div class="card-body">
<p class="lead">国产信创产业已从政策驱动试点阶段进入规模化落地加速期核心驱动力来自国家自主可控战略强化、外部技术封锁压力以及国产产品技术成熟度提升。当前信创产业正从党政向金融、能源、电信等重点行业全面渗透未来2-3年将迎来核心品类国产替代的高峰期产业链各环节龙头企业有望充分受益。</p>
<div class="highlight-box">
<div class="row text-center">
<div class="col-6 col-md-3 mb-3">
<div class="key-stat">2024-2025</div>
<div>核心品类加速落地</div>
</div>
<div class="col-6 col-md-3 mb-3">
<div class="key-stat">万亿级</div>
<div>市场规模</div>
</div>
<div class="col-6 col-md-3 mb-3">
<div class="key-stat">70万+</div>
<div>硬件兼容适配</div>
</div>
<div class="col-6 col-md-3 mb-3">
<div class="key-stat">440万+</div>
<div>软件兼容适配</div>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Timeline -->
<section class="mb-5">
<h2 class="section-title">重要事件时间轴</h2>
<div class="card">
<div class="card-body">
<div class="timeline">
<div class="timeline-item">
<div class="timeline-date">2018-2019年</div>
<div>政策频繁出台,信创产业处于试点阶段</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2020-2022年</div>
<div>第一波产业发力期,政企需求增加</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2022年7月8日</div>
<div>发布"安全可靠测试文件",对三大类产品和八小类产品进行安全可靠测试</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2022年8月2日</div>
<div>财政部要求政府需求采购按安全可靠测试文件执行</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2022年8月底</div>
<div>信创龙头公司(金山办公、中国软件、海光、达梦数据库和海量数据)率先启动行情</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2022年九十月份</div>
<div>开启新一轮信创整体行情</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2023年7月</div>
<div>微软蓝屏事件影响全球多个地区,增强国产替代的确定性</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2023年8月</div>
<div>宇信科技路演报告详细阐述金融信创演进历程</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2024年3月7日-2027年12月31日</div>
<div>完成设备更新的企业可享受财政贴息政策</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2024年5月</div>
<div>麒麟信安入围国测二期目录(安可测评),切入党政信创市场</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2024年7月</div>
<div>宝信软件路演报告指出"2023年是宝信的国产化订单小批量落地元年2024年是规模落地元年"</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2024年11月</div>
<div>华泰计算机发布麒麟信安报告,给予"百亿市值可期"评价</div>
</div>
<div class="timeline-item">
<div class="timeline-date">2025年6月</div>
<div>银河证券研报表示海光信息吸收合并中科曙光是中国信创领域里程碑事件</div>
</div>
</div>
</div>
</div>
</section>
<!-- Core Drivers -->
<section class="mb-5">
<h2 class="section-title">核心驱动力</h2>
<div class="row g-4">
<div class="col-md-6 col-lg-3">
<div class="card driver-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-file-earmark-text me-2"></i>政策驱动</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>国家战略层面支持</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>安全可靠测试文件</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>1万亿超长期特别国债</li>
<li><i class="bi bi-check-circle-fill text-success me-2"></i>5000亿科研经费</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6 col-lg-3">
<div class="card driver-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-shield-exclamation me-2"></i>外部压力</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>美国对华技术制裁加强</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>微软蓝屏事件影响</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>达美航空单日损失5亿美元</li>
<li><i class="bi bi-check-circle-fill text-success me-2"></i>操作系统安全问题凸显</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6 col-lg-3">
<div class="card driver-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>技术成熟</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>海光三号接近国际水平</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>国产设备竞争力提升</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>麒麟兼容适配70万+硬件</li>
<li><i class="bi bi-check-circle-fill text-success me-2"></i>统信兼容适配500万+软件</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6 col-lg-3">
<div class="card driver-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-graph-up me-2"></i>市场需求</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>党政向行业信创延伸</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>金融、电信、能源行业推广</li>
<li class="mb-2"><i class="bi bi-check-circle-fill text-success me-2"></i>服务器OS市场200亿替换空间</li>
<li><i class="bi bi-check-circle-fill text-success me-2"></i>大型PLC国产化率不足1%</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<!-- Industry Chain -->
<section class="mb-5">
<h2 class="section-title">产业链图谱</h2>
<div class="card">
<div class="card-body">
<div class="industry-chain">
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-memory"></i></div>
<h5>基础硬件</h5>
<p>芯片、服务器、外设</p>
</div>
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-window-stack"></i></div>
<h5>基础软件</h5>
<p>操作系统、数据库、中间件</p>
</div>
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-shield-lock"></i></div>
<h5>网络安全</h5>
<p>安全防护、数据安全</p>
</div>
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-building"></i></div>
<h5>应用行业</h5>
<p>党政、司法、公安、政务</p>
</div>
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-bank"></i></div>
<h5>金融行业</h5>
<p>证券IT、银行IT、保险IT、财税</p>
</div>
<div class="chain-node">
<div class="chain-icon"><i class="bi bi-gear"></i></div>
<h5>工业软件</h5>
<p>CAD、CAE、MES、PLC、DCS、EDA</p>
</div>
</div>
</div>
</div>
</section>
<!-- Stock Data Table -->
<section class="mb-5">
<h2 class="section-title">国产信创相关股票</h2>
<div class="card">
<div class="card-body">
<div class="table-responsive">
<table class="table table-hover stock-table">
<thead>
<tr>
<th>股票名称</th>
<th>分类</th>
<th>行业</th>
<th>行业标签</th>
</tr>
</thead>
<tbody>
<tr>
<td>海光信息</td>
<td>芯片</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>龙芯中科</td>
<td>芯片</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>中国长城</td>
<td>芯片</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>寒武纪</td>
<td>芯片</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>景嘉微</td>
<td>芯片</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>中科曙光</td>
<td>服务器</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>神州数码</td>
<td>服务器</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>紫光股份</td>
<td>服务器</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>软通动力</td>
<td>服务器</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>纳思达</td>
<td>打印机</td>
<td>基础硬件</td>
<td><span class="industry-badge badge-hardware">基础硬件</span></td>
</tr>
<tr>
<td>中国软件</td>
<td>操作系统</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>诚迈科技</td>
<td>操作系统</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>麒麟信安</td>
<td>操作系统</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>润和软件</td>
<td>操作系统</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>中科创达</td>
<td>操作系统</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>达梦数据</td>
<td>数据库</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>太极股份</td>
<td>数据库</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>星环科技</td>
<td>数据库</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>海量数据</td>
<td>数据库</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>中创股份</td>
<td>中间件</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>普元信息</td>
<td>中间件</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>东方通</td>
<td>中间件</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>宝兰德</td>
<td>中间件</td>
<td>基础软件</td>
<td><span class="industry-badge badge-software">基础软件</span></td>
</tr>
<tr>
<td>启明星辰</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>国投智能</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>迪普科技</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>安恒信息</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>绿盟科技</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>盛邦安全</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>永信至诚</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>深信服</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>天融信</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>安博通</td>
<td>网络安全</td>
<td>网络安全</td>
<td><span class="industry-badge badge-security">网络安全</span></td>
</tr>
<tr>
<td>南天信息</td>
<td>党建</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>品高股份</td>
<td>党建</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>华宇软件</td>
<td>司法</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>金桥信息</td>
<td>司法</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>华是科技</td>
<td>司法</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>通达海</td>
<td>司法</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>南威软件</td>
<td>公安</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>恒锋信息</td>
<td>公安</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>高新兴</td>
<td>公安</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>久其软件</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>新点软件</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>信息发展</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>榕基软件</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>宏景科技</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>东方通信</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>盛视科技</td>
<td>政务</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>金证股份</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>顶点软件</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>恒生电子</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>财富趋势</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>东方财富</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>指南针</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>同花顺</td>
<td>证券IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>神州信息</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>宇信科技</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>汇金科技</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>长亮科技</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>南天信息</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>中科金财</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>新晨科技</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>银之杰</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>京北方</td>
<td>银行IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>中科软</td>
<td>保险IT</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>税友股份</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>中科江南</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>航天信息</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>金财互联</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>飞天诚信</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>博思软件</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>旋极信息</td>
<td>财税</td>
<td>金融</td>
<td><span class="industry-badge badge-finance">金融</span></td>
</tr>
<tr>
<td>金山办公</td>
<td>办公</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>福昕软件</td>
<td>办公</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>致远互联</td>
<td>办公</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>万兴科技</td>
<td>办公</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>飞利信</td>
<td>办公</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>赛意信息</td>
<td>企业资源规划ERP</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>汉得信息</td>
<td>企业资源规划ERP</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>金蝶国际</td>
<td>企业资源规划ERP</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>用友网络</td>
<td>企业资源规划ERP</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>中软国际</td>
<td>企业资源规划ERP</td>
<td>应用行业</td>
<td><span class="industry-badge badge-application">应用行业</span></td>
</tr>
<tr>
<td>中望软件</td>
<td>辅助设计CAD</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>柏楚电子</td>
<td>辅助设计CAD</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>浩辰软件</td>
<td>辅助设计CAD</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>恒华科技</td>
<td>辅助设计CAD</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>华阳国际</td>
<td>辅助设计CAD</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>索辰科技</td>
<td>辅助工程CAE</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>龙软科技</td>
<td>辅助工程CAE</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>霍莱沃</td>
<td>辅助工程CAE</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>宝信软件</td>
<td>制造执行MES</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>鼎捷数智</td>
<td>制造执行MES</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>中控技术</td>
<td>制造执行MES</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>瑞晟智能</td>
<td>制造执行MES</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>汇川技术</td>
<td>逻辑控制器PLC</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>信捷电气</td>
<td>逻辑控制器PLC</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>禾川科技</td>
<td>逻辑控制器PLC</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>华大九天</td>
<td>电子设计自动化EDA</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>概伦电子</td>
<td>电子设计自动化EDA</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
<tr>
<td>广立微</td>
<td>电子设计自动化EDA</td>
<td>工业软件</td>
<td><span class="industry-badge badge-industry">工业软件</span></td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</section>
<!-- Future Development -->
<section class="mb-5">
<h2 class="section-title">未来发展路径</h2>
<div class="row g-4">
<div class="col-lg-6">
<div class="card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-lightning-charge me-2"></i>近期催化剂未来3-6个月</h5>
</div>
<div class="card-body">
<ul class="list-group list-group-flush">
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
<div>
<strong>政策落地</strong>
<p class="mb-0 small">"十四五"冲刺阶段,政策集中加速落实</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
<div>
<strong>行业信创加速</strong>
<p class="mb-0 small">金融信创预计三季度末(九十月份)迎来加速</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
<div>
<strong>技术突破</strong>
<p class="mb-0 small">华为鸿蒙系统新进展,国产算力芯片突破</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-check-circle-fill text-success me-2 mt-1"></i>
<div>
<strong>订单落地</strong>
<p class="mb-0 small">国产算力下半年订单和框架合作陆续落地</p>
</div>
</li>
</ul>
</div>
</div>
</div>
<div class="col-lg-6">
<div class="card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-compass me-2"></i>长期发展路径</h5>
</div>
<div class="card-body">
<ul class="list-group list-group-flush">
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-arrow-right-circle-fill text-primary me-2 mt-1"></i>
<div>
<strong>发展阶段</strong>
<p class="mb-0 small">2024-2025年核心品类加速落地明后年全品类落地</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-arrow-right-circle-fill text-primary me-2 mt-1"></i>
<div>
<strong>市场拓展路径</strong>
<p class="mb-0 small">从党政到行业,从重点行业到全行业</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-arrow-right-circle-fill text-primary me-2 mt-1"></i>
<div>
<strong>技术发展路径</strong>
<p class="mb-0 small">从可用到好用,从单点突破到全栈覆盖</p>
</div>
</li>
<li class="list-group-item d-flex align-items-start">
<i class="bi bi-arrow-right-circle-fill text-primary me-2 mt-1"></i>
<div>
<strong>产业整合路径</strong>
<p class="mb-0 small">产业链整合加速,行业并购整合趋势显现</p>
</div>
</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<!-- Risks and Challenges -->
<section class="mb-5">
<h2 class="section-title">潜在风险与挑战</h2>
<div class="row g-4">
<div class="col-md-6 col-lg-4">
<div class="card risk-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>技术风险</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>核心技术瓶颈</li>
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>生态建设不足</li>
<li><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>技术迭代风险</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6 col-lg-4">
<div class="card risk-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-currency-dollar me-2"></i>商业化风险</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>成本压力</li>
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>市场接受度</li>
<li><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>应用场景局限</li>
</ul>
</div>
</div>
</div>
<div class="col-md-6 col-lg-4">
<div class="card risk-card h-100">
<div class="card-header">
<h5 class="mb-0"><i class="bi bi-shield-exclamation me-2"></i>政策与竞争风险</h5>
</div>
<div class="card-body">
<ul class="list-unstyled">
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>政策变动风险</li>
<li class="mb-2"><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>行业竞争加剧</li>
<li><i class="bi bi-exclamation-triangle-fill text-warning me-2"></i>标准体系不完善</li>
</ul>
</div>
</div>
</div>
</div>
</section>
<!-- Investment Insights -->
<section class="mb-5">
<h2 class="section-title">投资启示</h2>
<div class="card">
<div class="card-body">
<div class="highlight-box">
<h5>最具投资价值的细分环节或方向</h5>
<div class="row mt-3">
<div class="col-md-6 mb-3">
<h6><i class="bi bi-memory text-primary me-2"></i>芯片领域</h6>
<ul class="list-unstyled">
<li><strong>CPU</strong>:海光信息 - 产品性能接近国际主流水平</li>
<li><strong>AI芯片</strong>:寒武纪 - 全产业链布局,国产算力领先</li>
<li><strong>GPU</strong>:景嘉微 - 国产GPU领域领先地位</li>
</ul>
</div>
<div class="col-md-6 mb-3">
<h6><i class="bi bi-window-stack text-primary me-2"></i>基础软件领域</h6>
<ul class="list-unstyled">
<li><strong>操作系统</strong>:中国软件 - 党政市场占有率最高</li>
<li><strong>数据库</strong>:达梦数据 - 完全自主可控,财务指标优异</li>
</ul>
</div>
<div class="col-md-6 mb-3">
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