1904 lines
68 KiB
HTML
1904 lines
68 KiB
HTML
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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>央国企AI图示化 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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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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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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:root {
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--primary: #2563eb;
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--secondary: #3b82f6;
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #0f172a;
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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th, td {
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.section-title {
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font-size: 1.25rem;
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#particles-js {
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header Section -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">
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<span class="highlight">央国企AI图示化</span>
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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国资委"AI+"专项行动下的央企数字化转型与投资机遇分析
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</p>
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<div class="mt-6 flex flex-wrap justify-center gap-2">
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<span class="tag">政策驱动</span>
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<span class="tag">场景落地</span>
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<span class="tag">数据垄断</span>
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<span class="tag">国产替代</span>
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<span class="tag">订单验证</span>
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</div>
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</header>
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<!-- Concept Events Section -->
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<section class="mb-12">
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-slate-100">概念事件</h2>
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<div class="mb-4">
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<p class="text-slate-300 mb-4">
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<strong>背景：</strong>2024-2025年，国务院国资委将"AI+"专项行动纳入央企"十五五"规划核心任务，要求央企掌握"根技术"（如大模型、算力基座），并开放场景推动全社会AI落地。
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</p>
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</div>
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<h3 class="text-xl font-semibold text-slate-100 mb-4">催化事件</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<p class="text-slate-300">
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<span class="font-semibold text-blue-400">2025年2月19日：</span>
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国资委召开"AI+"专项行动深化部署会，明确电力央企全面接入DeepSeek（DS）大模型，<span class="font-semibold text-green-400">8大电力央企（国家电网、南方电网等）集体接入</span>，并计划开源DS代码库。
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<p class="text-slate-300">
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<span class="font-semibold text-blue-400">2025年2月24日：</span>
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长江计算机研报重点推荐<span class="font-semibold text-green-400">国网信通</span>（电力数智化核心企业），预计其2025年利润增速50%，PE仅19倍，催化市场对"央国企AI"的关注。
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</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<p class="text-slate-300">
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<span class="font-semibold text-blue-400">2024年12月-2025年2月：</span>
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多家央企（中国移动、中国电信、中国联通）发布千亿参数大模型（如"九天""星辰"），并集成DeepSeek接口，形成"央企+国产大模型"生态。
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</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Viewpoints Section -->
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<section class="mb-12">
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-slate-100">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-blue-400"></i>
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</div>
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<h3 class="text-lg font-semibold text-slate-100">阶段判断</h3>
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</div>
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<p class="text-slate-300">
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央国企AI已从"政策驱动"进入"场景落地+订单验证"阶段，电力、通信、出版等央企率先商业化。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-green-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-green-400"></i>
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</div>
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<h3 class="text-lg font-semibold text-slate-100">核心驱动力</h3>
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</div>
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<p class="text-slate-300">
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政策强制（国资委考核）+ 国产替代（DeepSeek开源）+ 央企场景垄断（电网、政务数据）。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-gem text-purple-400"></i>
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</div>
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<h3 class="text-lg font-semibold text-slate-100">未来潜力</h3>
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</div>
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<p class="text-slate-300">
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2025年央企AI投入或超<span class="font-semibold text-green-400">400亿美元</span>（长江计算机预测），电力、政务、出版三大场景确定性最高。
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</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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<!-- Core Logic Section -->
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<section class="mb-12">
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<div class="card rounded-xl p-6">
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<h2 class="section-title text-2xl font-bold text-slate-100">核心逻辑与市场认知</h2>
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<h3 class="text-xl font-semibold text-slate-100 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-slate-100 mb-2">政策刚性</h4>
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<p class="text-slate-300 text-sm">
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国资委将AI纳入央企负责人KPI，<span class="font-semibold text-green-400">"一利五率"考核新增"AI投入占比"</span>（光大建筑2024年12月报告）。
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</p>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-slate-100 mb-2">技术闭环</h4>
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<p class="text-slate-300 text-sm">
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DeepSeek开源降低央企部署成本，<span class="font-semibold text-green-400">国产算力（昇腾、沐曦）+央企场景（电网、政务）</span>形成自主可控生态。
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</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4">
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<h4 class="font-semibold text-slate-100 mb-2">数据垄断</h4>
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<p class="text-slate-300 text-sm">
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央企掌握<span class="font-semibold text-green-400">80%以上政务/能源数据</span>（如国家电网的用电数据、中国出版的教材版权），AI训练壁垒极高。
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</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-slate-100 mb-4">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-fire text-orange-400 mr-2"></i>
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<h4 class="font-semibold text-slate-100">新闻热度</h4>
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</div>
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<p class="text-slate-300 text-sm">
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2025年2月"电力央企接入DS"事件后，<span class="font-semibold text-green-400">国网信通、深桑达A等标的3日涨幅超20%</span>（Wind数据）。
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</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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||
<i class="fas fa-file-alt text-blue-400 mr-2"></i>
|
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<h4 class="font-semibold text-slate-100">研报密集度</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">
|
||
2024年12月-2025年2月，<span class="font-semibold text-green-400">超15篇研报</span>聚焦"央国企AI"，长江、东吴、浙商等机构集体唱多。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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||
<div class="flex items-center mb-2">
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<i class="fas fa-balance-scale text-purple-400 mr-2"></i>
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<h4 class="font-semibold text-slate-100">情绪分歧</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">
|
||
部分投资者质疑"央企效率低"，但路演显示<span class="font-semibold text-green-400">中国电子云已获50+央国企订单</span>（东吴计算机2025年2月），验证商业化进度。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">预期差分析</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||
<p class="text-slate-300 mb-3">
|
||
<strong>市场忽略点：</strong>央企AI的<span class="font-semibold text-green-400">"数据变现"</span>能力未被充分定价。例如：
|
||
</p>
|
||
<ul class="list-disc pl-5 text-slate-300 space-y-2">
|
||
<li><span class="font-semibold text-blue-400">中国出版</span>的教材数据可训练教育大模型，潜在授权费<span class="font-semibold text-green-400">超10亿元/年</span>（东方证券2024年3月路演）。</li>
|
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<li><span class="font-semibold text-blue-400">国网信通</span>的电网AI巡检系统，单省订单规模<span class="font-semibold text-green-400">超5亿元</span>（长江计算机2025年2月）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Catalyst Section -->
|
||
<section class="mb-12">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-slate-100">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 text-slate-100 mb-4 flex items-center">
|
||
<i class="fas fa-clock text-blue-400 mr-2"></i>
|
||
近期催化剂（3-6个月）
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-slate-100 mb-2">政策落地</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
2025年Q2《公共数据授权运营管理办法》出台，<span class="font-semibold text-green-400">央企数据资产入表</span>加速（东吴计算机预测）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-slate-100 mb-2">订单验证</h4>
|
||
<ul class="text-slate-300 text-sm space-y-2">
|
||
<li><span class="font-semibold text-blue-400">国网信通</span>：2025年国网招标<span class="font-semibold text-green-400">35亿元</span>（yoy+30%），通信集采份额提升（长江计算机）。</li>
|
||
<li><span class="font-semibold text-blue-400">深桑达A</span>：中国电子云<span class="font-semibold text-green-400">5个新DS项目</span>已落地，2025年目标收入<span class="font-semibold text-green-400">40亿元</span>（东吴计算机）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-slate-100 mb-2">技术开源</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
DeepSeek代码库2025年3月开源，<span class="font-semibold text-green-400">央企二次开发场景</span>（如电力调度AI）将爆发。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4 flex items-center">
|
||
<i class="fas fa-road text-purple-400 mr-2"></i>
|
||
长期路径（2025-2027）
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-blue-400 font-bold">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100 mb-1">阶段1（2025）</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
央企完成AI基础设施（算力、大模型）部署，<span class="font-semibold text-green-400">电力、政务场景</span>率先盈利。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-blue-400 font-bold">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100 mb-1">阶段2（2026）</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
数据要素市场化，<span class="font-semibold text-green-400">出版、广电央企</span>通过AI生成内容（AIGC）变现。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-blue-400 font-bold">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-slate-100 mb-1">阶段3（2027）</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
央企AI平台输出社会服务，<span class="font-semibold text-green-400">中国电子云、移动云</span>成为"国资云"垄断者。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<section class="mb-12">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-slate-100">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">产业链图谱</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-6">
|
||
<div class="flex flex-col md:flex-row items-center justify-between">
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="w-16 h-16 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-microchip text-blue-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-slate-100">上游</h4>
|
||
<p class="text-slate-300 text-sm">国产算力<br>（昇腾、沐曦）</p>
|
||
</div>
|
||
|
||
<div class="text-2xl text-blue-400 mb-4 md:mb-0">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="w-16 h-16 rounded-full bg-green-500 bg-opacity-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-cloud text-green-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-slate-100">中游</h4>
|
||
<p class="text-slate-300 text-sm">国资云<br>（中国电子云、移动云）</p>
|
||
</div>
|
||
|
||
<div class="text-2xl text-green-400 mb-4 md:mb-0">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 rounded-full bg-purple-500 bg-opacity-20 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-industry text-purple-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-slate-100">下游</h4>
|
||
<p class="text-slate-300 text-sm">场景应用<br>（电网、政务、出版）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">核心玩家对比</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>央企属性</th>
|
||
<th>核心场景</th>
|
||
<th>竞争优势</th>
|
||
<th>风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-blue-400">国网信通</td>
|
||
<td>国家电网旗下</td>
|
||
<td>电力AI巡检、调度</td>
|
||
<td><span class="font-semibold text-green-400">电网数据垄断</span>+国网招标份额提升</td>
|
||
<td>同业竞争（南瑞集团）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-blue-400">深桑达A</td>
|
||
<td>中国电子旗下</td>
|
||
<td>政务大模型、国资云</td>
|
||
<td><span class="font-semibold text-green-400">CECSTACK平台</span>已获50+央国企订单</td>
|
||
<td>订单落地不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-blue-400">中国出版</td>
|
||
<td>央企</td>
|
||
<td>AI教育内容</td>
|
||
<td><span class="font-semibold text-green-400">教材版权数据</span>+教育大模型授权</td>
|
||
<td>政策监管（内容审核）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-blue-400">芒果超媒</td>
|
||
<td>湖南广电旗下</td>
|
||
<td>AI影视制作</td>
|
||
<td><span class="font-semibold text-green-400">AIGC全流程</span>（剧本→剪辑→宣发）</td>
|
||
<td>技术迭代风险（Sora冲击）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||
<h4 class="font-semibold text-slate-100 mb-3 flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
数据印证
|
||
</h4>
|
||
<ul class="text-slate-300 text-sm space-y-2">
|
||
<li>国网信通2024年数字化业务<span class="font-semibold text-green-400">CAGR 15%</span>（长江计算机）</li>
|
||
<li>但<span class="font-semibold text-red-400">毛利率仅25%</span>（低于软件行业平均35%），反映央企项目制模式拖累盈利</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||
<h4 class="font-semibold text-slate-100 mb-3 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mr-2"></i>
|
||
矛盾点
|
||
</h4>
|
||
<ul class="text-slate-300 text-sm space-y-2">
|
||
<li>部分研报称"央企AI效率低"</li>
|
||
<li>但<span class="font-semibold text-green-400">中国电子云2024年人均创收200万元</span>（东吴计算机），高于行业平均</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risk Section -->
|
||
<section class="mb-12">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-slate-100">潜在风险与挑战</h2>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>风险类型</th>
|
||
<th>具体表现</th>
|
||
<th>案例</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="badge badge-danger">技术风险</span></td>
|
||
<td>国产算力性能不足（昇腾 vs. A100）</td>
|
||
<td>某央企AI训练延迟<span class="font-semibold text-red-400">超30%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-warning">商业化风险</span></td>
|
||
<td>央企项目制回款周期长（平均<span class="font-semibold text-red-400">18个月</span>）</td>
|
||
<td>深桑达A应收账款占比<span class="font-semibold text-red-400">40%</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-primary">政策风险</span></td>
|
||
<td>数据安全审查趋严（《数据安全法》）</td>
|
||
<td>某省级政务AI项目<span class="font-semibold text-red-400">暂停验收</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="badge badge-warning">信息矛盾</span></td>
|
||
<td>研报预测vs.实际订单</td>
|
||
<td>某央企2025年AI预算<span class="font-semibold text-red-400">下调20%</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion Section -->
|
||
<section class="mb-12">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-slate-100">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900 to-indigo-900 rounded-lg p-5">
|
||
<p class="text-slate-100 text-lg">
|
||
<span class="font-semibold text-green-400">主题炒作末期→基本面驱动初期</span>，电力、政务场景订单已验证。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-3">高价值方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5 border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-slate-100 mb-2">电力AI</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
国网信通（电网数据垄断+订单爆发）
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5 border-l-4 border-green-500">
|
||
<h4 class="font-semibold text-slate-100 mb-2">国资云</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
深桑达A（政务大模型唯一央企平台）
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5 border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-slate-100 mb-2">数据要素</h4>
|
||
<p class="text-slate-300 text-sm">
|
||
中国出版（教材版权变现）
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-3">关键跟踪指标</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
|
||
<ul class="text-slate-300 space-y-3">
|
||
<li>
|
||
<span class="font-semibold text-blue-400">国网信通</span>：2025年国网招标份额（当前<span class="font-semibold text-green-400">30%</span>→目标<span class="font-semibold text-green-400">50%</span>）
|
||
</li>
|
||
<li>
|
||
<span class="font-semibold text-blue-400">深桑达A</span>：中国电子云季度订单增速（需<span class="font-semibold text-green-400">连续3季度>50%</span>）
|
||
</li>
|
||
<li>
|
||
<span class="font-semibold text-blue-400">政策催化</span>：Q2《公共数据运营办法》落地时间
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-blue-900 to-indigo-900 rounded-lg p-5">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-3">最终结论</h3>
|
||
<p class="text-slate-100">
|
||
央国企AI图示化是"政策+数据+场景"的三重红利，<span class="font-semibold text-green-400">2025年Q2前为最佳布局窗口</span>，优先选择<span class="font-semibold text-green-400">订单可见性强</span>的电力、政务标的。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="mb-12">
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="section-title text-2xl font-bold text-slate-100">关联股票数据</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">央国企(240124)</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>分类</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>中成股份</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>国务院国资委将市值管理纳入央企负责人业绩考核，涉及基础建设领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国海诚</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中铁装配</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中设股份</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>节能铁汉</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中材国际</td>
|
||
<td>基础建设</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中材节能</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>涉及新能源领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宏盛华源</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国绿电</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国电研</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>太阳能</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>西高院</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>当升科技</td>
|
||
<td>新能源</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中公高科</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>涉及人工智能领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科信息</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中远海科</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科软</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国科传</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>信科移动</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>长江通信</td>
|
||
<td>人工智能</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>龙头股份</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>涉及消费领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国投中鲁</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中水渔业</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国中免</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云南旅游</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>百联股份</td>
|
||
<td>消费</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中交地产</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>涉及房地产领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>大悦城</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国武夷</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沙河股份</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深深房A</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>渝开发</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华远地产</td>
|
||
<td>房地产</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中视传媒</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>涉及传媒领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中信出版</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国脉文化</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国出版</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国电影</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新华传媒</td>
|
||
<td>传媒</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中粮资本</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>涉及金融领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中航产融</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国投资本</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中油资本</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华鑫股份</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华金资本</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>陕国投A</td>
|
||
<td>金融</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中农立华</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>涉及农业领域央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中粮科工</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中粮糖业</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>荃银高科</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>永安林业</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深粮控股</td>
|
||
<td>农业</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中船科技</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>中船系相关产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国船舶</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中船防务</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国动力</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中船应急</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>久之洋</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>昆船智能</td>
|
||
<td>中船系</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中纺标</td>
|
||
<td>北交所央企</td>
|
||
<td>央企</td>
|
||
<td>北交所上市的央企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>机科股份</td>
|
||
<td>北交所央企</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>富士达</td>
|
||
<td>北交所央企</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>曙光数创</td>
|
||
<td>北交所央企</td>
|
||
<td>央企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科美菱</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>北交所上市的地方国企</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天纺标</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>微创光电</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华原股份</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国义招标</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广咨国际</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
<tr>
|
||
<td>硅烷科技</td>
|
||
<td>北交所地方国企</td>
|
||
<td>地方国企</td>
|
||
<td>同上</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-slate-100 mb-4">央国企AI一张图(250224)</h3>
|
||
<div class="table-container">
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>分类</th>
|
||
<th>项目</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>中国移动</td>
|
||
<td>通信</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国联通</td>
|
||
<td>通信</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国电信</td>
|
||
<td>通信</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>太极股份</td>
|
||
<td>IT服务</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>易华录</td>
|
||
<td>IT服务</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深桑达</td>
|
||
<td>IT服务</td>
|
||
<td>央企国资云</td>
|
||
<td>国资云</td>
|
||
<td>央企国资云核心企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铜牛信息</td>
|
||
<td>IT服务</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广电运通</td>
|
||
<td>金融科技</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云赛智联</td>
|
||
<td>IT服务</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>杭钢股份</td>
|
||
<td>钢铁</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>英飞拓</td>
|
||
<td>安防</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浪潮信息</td>
|
||
<td>IT设备</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国投智能</td>
|
||
<td>IT服务</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南天信息</td>
|
||
<td>金融科技</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>美利云</td>
|
||
<td>IT服务</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湘邮科技</td>
|
||
<td>IT服务</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>川网传媒</td>
|
||
<td>文化传媒</td>
|
||
<td>地方国资云</td>
|
||
<td>国资云</td>
|
||
<td>地方国资云代表企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国投智能</td>
|
||
<td>IT服务</td>
|
||
<td>公安</td>
|
||
<td>政务+AI</td>
|
||
<td>公安领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>拓尔思</td>
|
||
<td>软件</td>
|
||
<td>公安</td>
|
||
<td>政务+AI</td>
|
||
<td>公安领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>税友股份</td>
|
||
<td>软件</td>
|
||
<td>税务</td>
|
||
<td>政务+AI</td>
|
||
<td>税务领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金财互联</td>
|
||
<td>金融科技</td>
|
||
<td>税务</td>
|
||
<td>政务+AI</td>
|
||
<td>税务领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科江南</td>
|
||
<td>金融科技</td>
|
||
<td>财务</td>
|
||
<td>政务+AI</td>
|
||
<td>财务领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博思软件</td>
|
||
<td>软件</td>
|
||
<td>财务</td>
|
||
<td>政务+AI</td>
|
||
<td>财务领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>久其软件</td>
|
||
<td>软件</td>
|
||
<td>财务</td>
|
||
<td>政务+AI</td>
|
||
<td>财务领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华宇软件</td>
|
||
<td>软件</td>
|
||
<td>法律</td>
|
||
<td>政务+AI</td>
|
||
<td>法律领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通达海</td>
|
||
<td>软件</td>
|
||
<td>法律</td>
|
||
<td>政务+AI</td>
|
||
<td>法律领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金桥信息</td>
|
||
<td>IT服务</td>
|
||
<td>法律</td>
|
||
<td>政务+AI</td>
|
||
<td>法律领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>榕基软件</td>
|
||
<td>软件</td>
|
||
<td>法律</td>
|
||
<td>政务+AI</td>
|
||
<td>法律领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新点软件</td>
|
||
<td>软件</td>
|
||
<td>城市管理</td>
|
||
<td>政务+AI</td>
|
||
<td>城市管理领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>数字政通</td>
|
||
<td>软件</td>
|
||
<td>城市管理</td>
|
||
<td>政务+AI</td>
|
||
<td>城市管理领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南威软件</td>
|
||
<td>软件</td>
|
||
<td>城市管理</td>
|
||
<td>政务+AI</td>
|
||
<td>城市管理领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广电运通</td>
|
||
<td>金融科技</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>佳都科技</td>
|
||
<td>AI</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>信息发展</td>
|
||
<td>IT服务</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通行宝</td>
|
||
<td>金融科技</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>千方科技</td>
|
||
<td>AI</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>东软集团</td>
|
||
<td>IT服务</td>
|
||
<td>交通</td>
|
||
<td>政务+AI</td>
|
||
<td>交通领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海康威视</td>
|
||
<td>安防</td>
|
||
<td>安防</td>
|
||
<td>政务+AI</td>
|
||
<td>安防领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>大华股份</td>
|
||
<td>安防</td>
|
||
<td>安防</td>
|
||
<td>政务+AI</td>
|
||
<td>安防领域AI应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>莱斯信息</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科星图</td>
|
||
<td>地理信息</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>航天软件</td>
|
||
<td>软件</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>正元地信</td>
|
||
<td>地理信息</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>萤石网络</td>
|
||
<td>IoT</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科曙光</td>
|
||
<td>IT设备</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>电科数字</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝信软件</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国软件</td>
|
||
<td>软件</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>湘邮科技</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>航天信息</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国网信通</td>
|
||
<td>通信</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>同方股份</td>
|
||
<td>IT设备</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华大九天</td>
|
||
<td>EDA</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中船汉光</td>
|
||
<td>新材料</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科信息</td>
|
||
<td>AI</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>辰安科技</td>
|
||
<td>安防</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>航天智装</td>
|
||
<td>航天</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>易华录</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>久远银海</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>启明星辰</td>
|
||
<td>网络安全</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海康威视</td>
|
||
<td>安防</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中远海科</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>太极股份</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>电科网安</td>
|
||
<td>网络安全</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>启明信息</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>远光软件</td>
|
||
<td>软件</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>美利云</td>
|
||
<td>IT服务</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国新健康</td>
|
||
<td>医疗IT</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国长城</td>
|
||
<td>IT设备</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科软</td>
|
||
<td>软件</td>
|
||
<td>央企</td>
|
||
<td>央国企AI</td>
|
||
<td>央企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新点软件</td>
|
||
<td>软件</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>麦迪科技</td>
|
||
<td>医疗IT</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浪潮软件</td>
|
||
<td>软件</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云赛智联</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博通股份</td>
|
||
<td>软件</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>退市易朗</td>
|
||
<td>软件</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通行宝</td>
|
||
<td>金融科技</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科江南</td>
|
||
<td>金融科技</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铜牛信息</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>数字认证</td>
|
||
<td>网络安全</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神思电子</td>
|
||
<td>AI</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天利科技</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>荣科科技</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海联讯</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中威电子</td>
|
||
<td>安防</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>朗科科技</td>
|
||
<td>IT设备</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中新赛克</td>
|
||
<td>网络安全</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>荣联科技</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广电运通</td>
|
||
<td>金融科技</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浪潮信息</td>
|
||
<td>IT设备</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南天信息</td>
|
||
<td>金融科技</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云鼎科技</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>常山北明</td>
|
||
<td>纺织</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科创信息</td>
|
||
<td>IT服务</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科大讯飞</td>
|
||
<td>AI</td>
|
||
<td>地方国企</td>
|
||
<td>央国企AI</td>
|
||
<td>地方国企AI应用代表</td>
|
||
</tr>
|
||
</tbody>
|
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</table>
|
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</div>
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</div>
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</div>
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</section>
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