765 lines
38 KiB
HTML
765 lines
38 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>跨境数据数据要素 - 行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
|
||
<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/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #f8fafc;
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
.timeline-dot {
|
||
position: relative;
|
||
}
|
||
.timeline-dot::before {
|
||
content: '';
|
||
position: absolute;
|
||
top: 50%;
|
||
left: -20px;
|
||
width: 10px;
|
||
height: 10px;
|
||
border-radius: 50%;
|
||
background-color: #667eea;
|
||
transform: translateY(-50%);
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: -15px;
|
||
top: 0;
|
||
bottom: 0;
|
||
width: 2px;
|
||
background-color: #e2e8f0;
|
||
}
|
||
.progress-bar {
|
||
transition: width 1s ease-in-out;
|
||
}
|
||
#tsparticles {
|
||
position: fixed;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
z-index: -1;
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
font-size: 0.8rem;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="tsparticles"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题区域 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">跨境数据数据要素</h1>
|
||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">政策红利兑现与技术验证的关键拐点，探索数据跨境流通的未来</p>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-history text-indigo-600 mr-3"></i>概念事件时间轴
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
<div class="space-y-6">
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2022年12月</h3>
|
||
<p class="text-gray-600">《数据二十条》发布，首次提出数据产权"三权分置"（持有权、加工使用权、经营权），奠定跨境数据流通的制度基础。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2023年3月</h3>
|
||
<p class="text-gray-600">国家数据局挂牌，统筹数据资源整合与跨境流动规则制定。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2024年3月</h3>
|
||
<p class="text-gray-600">《促进和规范数据跨境流动规定》出台，明确数据出境"白名单"制度，上海自贸区试点数据跨境流动分类监管。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2024年7月</h3>
|
||
<p class="text-gray-600">国家数据专家咨询委员会研讨"数据要素跨境流动互信机制"，提出"原始数据不出域，数据可用不可见"的技术路径（隐私计算、区块链）。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2024年10月</h3>
|
||
<p class="text-gray-600">中共中央、国务院印发《自由贸易试验区提升战略意见》，明确2025年试点推进数据跨境便利化，2030年全面应用。</p>
|
||
</div>
|
||
<div class="timeline-dot">
|
||
<h3 class="font-semibold text-lg text-gray-800">2025年2月</h3>
|
||
<p class="text-gray-600">广州城市可信数据空间平台上线，首批48个高质量数据集发布，标志跨境数据要素进入场景落地阶段。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-2xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-xl p-6">
|
||
<p class="text-lg mb-4">跨境数据要素正处于<strong>"政策红利兑现+技术验证"</strong>的关键拐点：</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white bg-opacity-30 rounded-lg p-4">
|
||
<h3 class="font-bold text-xl mb-2">短期（2025年）</h3>
|
||
<p>政策细则（定价、确权）落地+自贸区试点扩容，驱动政务/金融数据率先商业化。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-30 rounded-lg p-4">
|
||
<h3 class="font-bold text-xl mb-2">长期（2026-2030）</h3>
|
||
<p>隐私计算技术成熟后，医疗、工业等高价值场景将释放<strong>千亿级市场</strong>，但需突破数据主权博弈瓶颈。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-brain text-indigo-600 mr-3"></i>核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">维度</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">逻辑</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">政策</td>
|
||
<td class="py-3 px-4 border-b">从"管制"到"分级开放"，数据财政替代土地财政</td>
|
||
<td class="py-3 px-4 border-b"><strong>2025年数据产业投资规模2万亿</strong>（国家数据局），公共数据授权运营规模<strong>4000-5000亿</strong></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">技术</td>
|
||
<td class="py-3 px-4 border-b">隐私计算（联邦学习、同态加密）解决"数据可用不可见"</td>
|
||
<td class="py-3 px-4 border-b">国家数据局确定<strong>7条技术路线</strong>（数联网、数据空间等），<strong>13城试点</strong></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">需求</td>
|
||
<td class="py-3 px-4 border-b">AI大模型训练需跨境高质量数据（医疗影像、金融风控）</td>
|
||
<td class="py-3 px-4 border-b"><strong>全球数据圈2025年达175ZB</strong>（IDC），中国占比<strong>28%</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">市场认知偏差</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 border-l-4 border-red-500 p-4 rounded">
|
||
<h4 class="font-bold text-red-700 mb-2">过度乐观</h4>
|
||
<p class="text-gray-700">研报普遍预期2025年市场规模<strong>2000亿</strong>（安信证券），但路演显示<strong>地方财政压力</strong>可能延缓项目落地（三未信安专家）。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
|
||
<h4 class="font-bold text-yellow-700 mb-2">忽视风险</h4>
|
||
<p class="text-gray-700">市场对<strong>跨境数据主权冲突</strong>（如美国限制敏感数据出境）准备不足，可能导致技术路线被迫调整。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-rocket text-indigo-600 mr-3"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（2024Q4-2025Q2）</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
|
||
<div class="bg-blue-50 p-5 rounded-lg border border-blue-100">
|
||
<div class="text-blue-600 mb-3">
|
||
<i class="fas fa-file-alt text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg text-gray-800 mb-2">政策</h4>
|
||
<p class="text-gray-700">国家数据局将发布《公共数据定价指南》（2025年1月预期），明确政务数据收费标准。</p>
|
||
</div>
|
||
<div class="bg-green-50 p-5 rounded-lg border border-green-100">
|
||
<div class="text-green-600 mb-3">
|
||
<i class="fas fa-microchip text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg text-gray-800 mb-2">技术</h4>
|
||
<p class="text-gray-700">机密计算国标（基于TEE）预计2025年Q1发布，降低隐私计算部署成本<strong>30%</strong>（三未信安）。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-5 rounded-lg border border-purple-100">
|
||
<div class="text-purple-600 mb-3">
|
||
<i class="fas fa-handshake text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-lg text-gray-800 mb-2">订单</h4>
|
||
<p class="text-gray-700">上海数据交易所2025年交易额目标<strong>10亿</strong>（2024年为1亿），广州天河数据专区启动运营（德生科技已签约）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">长期路径（2025-2030）</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-indigo-600 flex items-center justify-center text-white font-bold mx-auto mb-2">2025</div>
|
||
<p class="font-medium">政务数据试点</p>
|
||
</div>
|
||
<div class="text-2xl text-indigo-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-indigo-500 flex items-center justify-center text-white font-bold mx-auto mb-2">2026</div>
|
||
<p class="font-medium">金融/交通场景规模化</p>
|
||
</div>
|
||
<div class="text-2xl text-indigo-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-indigo-400 flex items-center justify-center text-white font-bold mx-auto mb-2">2028</div>
|
||
<p class="font-medium">医疗数据跨境流通</p>
|
||
</div>
|
||
<div class="text-2xl text-indigo-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-20 h-20 rounded-full bg-indigo-300 flex items-center justify-center text-white font-bold mx-auto mb-2">2030</div>
|
||
<p class="font-medium">工业数据全球交易</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-indigo-600 mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-50 p-6 rounded-lg mb-8">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-blue-600 flex items-center justify-center text-white font-bold mx-auto mb-2">上游</div>
|
||
<p class="font-medium">数据源<br>(政府、运营商、医院)</p>
|
||
</div>
|
||
<div class="text-2xl text-blue-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mx-auto mb-2">中游</div>
|
||
<p class="font-medium">技术服务商<br>(隐私计算、区块链)</p>
|
||
</div>
|
||
<div class="text-2xl text-blue-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-blue-400 flex items-center justify-center text-white font-bold mx-auto mb-2">下游</div>
|
||
<p class="font-medium">交易所<br>(上海、深圳、贵阳)</p>
|
||
</div>
|
||
<div class="text-2xl text-blue-600">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-blue-300 flex items-center justify-center text-white font-bold mx-auto mb-2">应用</div>
|
||
<p class="font-medium">金融风控、AI训练</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">角色</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">进展</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">德生科技</td>
|
||
<td class="py-3 px-4 border-b">民生数据运营商</td>
|
||
<td class="py-3 px-4 border-b">已签约<strong>广州天河数据专区运营</strong>（2025年贡献收入），社保数据产品落地</td>
|
||
<td class="py-3 px-4 border-b">政府回款周期长</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">三未信安</td>
|
||
<td class="py-3 px-4 border-b">隐私计算技术提供商</td>
|
||
<td class="py-3 px-4 border-b">重庆/山东政务项目试点，机密计算国标主导者</td>
|
||
<td class="py-3 px-4 border-b">技术路线竞争（联邦学习vsTEE）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">易华录</td>
|
||
<td class="py-3 px-4 border-b">政务数据平台建设</td>
|
||
<td class="py-3 px-4 border-b">参与<strong>北京金控公共数据项目</strong>（退役军人保险数据）</td>
|
||
<td class="py-3 px-4 border-b">地方财政压力导致订单延迟</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">浙数文化</td>
|
||
<td class="py-3 px-4 border-b">数据交易所参股（48%）</td>
|
||
<td class="py-3 px-4 border-b">浙江数据交易所2024年交易额<strong>1亿</strong>（同比+100%）</td>
|
||
<td class="py-3 px-4 border-b">盈利模式依赖交易佣金（2-5%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
|
||
<h4 class="font-bold text-yellow-700 mb-2">验证与证伪</h4>
|
||
<p class="text-gray-700">证伪点：研报称"医疗数据2025年规模137亿"，但路演显示<strong>医保数据授权仅中银保信一家</strong>，且数据质量差（时效T+30天），商业化进度<strong>低于预期</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-indigo-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">技术</td>
|
||
<td class="py-3 px-4 border-b">隐私计算成本过高（当前<strong>占项目成本20%</strong>），中小企业难以承担</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">政策</td>
|
||
<td class="py-3 px-4 border-b">美国《生物安全法案》限制基因数据出境，可能影响<strong>医疗AI训练数据</strong>获取</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">商业化</td>
|
||
<td class="py-3 px-4 border-b">数据定价机制未统一：政府数据免费 vs 企业数据按<strong>0.1-0.5元/条</strong>收费（上海数交所）</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">信息矛盾</td>
|
||
<td class="py-3 px-4 border-b">研报预测2025年数据交易规模<strong>1500亿</strong>，但2024年实际场内交易仅<strong>5%</strong>（东方财富专家）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-2xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-xl p-6 mb-6">
|
||
<h3 class="text-xl font-bold mb-4">阶段判断</h3>
|
||
<p class="mb-4"><strong>当前处于主题炒作向基本面过渡阶段</strong>（政策密集期+订单小批量验证）。</p>
|
||
<p><strong>2025年Q2是关键分水岭</strong>：若上海/广州数据专区运营数据超预期（如德生科技天河专区月收入<strong>>500万</strong>），将确认商业化拐点。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-green-500 bg-opacity-30 backdrop-filter backdrop-blur-lg rounded-xl p-5">
|
||
<h3 class="text-xl font-bold mb-3 flex items-center">
|
||
<i class="fas fa-star mr-2"></i>优先布局
|
||
</h3>
|
||
<p><strong>政务数据运营商</strong>（德生科技、易华录）——政策壁垒高，回款风险可控。</p>
|
||
</div>
|
||
<div class="bg-blue-500 bg-opacity-30 backdrop-filter backdrop-blur-lg rounded-xl p-5">
|
||
<h3 class="text-xl font-bold mb-3 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>技术弹性
|
||
</h3>
|
||
<p><strong>隐私计算设备商</strong>（三未信安）——机密计算国标落地后，市场份额有望从<strong>10%→30%</strong>。</p>
|
||
</div>
|
||
<div class="bg-red-500 bg-opacity-30 backdrop-filter backdrop-blur-lg rounded-xl p-5">
|
||
<h3 class="text-xl font-bold mb-3 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i>回避
|
||
</h3>
|
||
<p>纯交易所参股公司（如浙数文化）——盈利模式单一，估值已透支2025年预期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-xl p-6">
|
||
<h3 class="text-xl font-bold mb-4">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>订单验证</strong>：2025年Q1德生科技/易华录的政府数据采购合同金额（需<strong>>1亿</strong>）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>技术渗透率</strong>：隐私计算在政务项目中的采用率（当前<strong>15%</strong>，目标<strong>50%</strong>）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-2"></i>
|
||
<span><strong>政策风险</strong>：美国对华数据管制清单更新频率（每季度监测）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-indigo-600 mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">持股比例</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">数据交易所</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">是否国企</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold border-b">持股原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中国电信</td>
|
||
<td class="py-3 px-4 border-b">6.00%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">东方明珠</td>
|
||
<td class="py-3 px-4 border-b">5.30%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中国联通</td>
|
||
<td class="py-3 px-4 border-b">1.80%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华扬联众</td>
|
||
<td class="py-3 px-4 border-b">1.50%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中南建设</td>
|
||
<td class="py-3 px-4 border-b">1.50%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">市北高新</td>
|
||
<td class="py-3 px-4 border-b">0.80%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">万达信息</td>
|
||
<td class="py-3 px-4 border-b">0.60%</td>
|
||
<td class="py-3 px-4 border-b">上海</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股上海数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华设集团</td>
|
||
<td class="py-3 px-4 border-b">5.00%</td>
|
||
<td class="py-3 px-4 border-b">华东江苏</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股华东江苏数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">泰豪科技</td>
|
||
<td class="py-3 px-4 border-b">5.00%</td>
|
||
<td class="py-3 px-4 border-b">华东江苏</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股华东江苏数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">白银有色</td>
|
||
<td class="py-3 px-4 border-b">33.00%</td>
|
||
<td class="py-3 px-4 border-b">丝路辉煌</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股丝路辉煌数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">甘咨询</td>
|
||
<td class="py-3 px-4 border-b">3.70%</td>
|
||
<td class="py-3 px-4 border-b">丝路辉煌</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股丝路辉煌数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中南建设</td>
|
||
<td class="py-3 px-4 border-b">0.60%</td>
|
||
<td class="py-3 px-4 border-b">山东</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股山东数据交易平台</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华扬联众</td>
|
||
<td class="py-3 px-4 border-b">0.60%</td>
|
||
<td class="py-3 px-4 border-b">山东</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股山东数据交易平台</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">市北高新</td>
|
||
<td class="py-3 px-4 border-b">0.30%</td>
|
||
<td class="py-3 px-4 border-b">山东</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股山东数据交易平台</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">万达信息</td>
|
||
<td class="py-3 px-4 border-b">0.20%</td>
|
||
<td class="py-3 px-4 border-b">山东</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股山东数据交易平台</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">东方国信</td>
|
||
<td class="py-3 px-4 border-b">4.80%</td>
|
||
<td class="py-3 px-4 border-b">北部湾</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股北部湾数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">皇氏集团</td>
|
||
<td class="py-3 px-4 border-b">4.00%</td>
|
||
<td class="py-3 px-4 border-b">北部湾</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股北部湾数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">零点有数</td>
|
||
<td class="py-3 px-4 border-b">10.00%</td>
|
||
<td class="py-3 px-4 border-b">南方</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股南方数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">富春股份</td>
|
||
<td class="py-3 px-4 border-b">0.90%</td>
|
||
<td class="py-3 px-4 border-b">南方</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股南方数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">东华软件</td>
|
||
<td class="py-3 px-4 border-b">7.00%</td>
|
||
<td class="py-3 px-4 border-b">湖北华中</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股湖北华中数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">ST信通</td>
|
||
<td class="py-3 px-4 border-b">2.00%</td>
|
||
<td class="py-3 px-4 border-b">湖北华中</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股湖北华中数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">吉视传媒</td>
|
||
<td class="py-3 px-4 border-b">50.00%</td>
|
||
<td class="py-3 px-4 border-b">东北亚</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股东北亚数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">东北证券</td>
|
||
<td class="py-3 px-4 border-b">10.00%</td>
|
||
<td class="py-3 px-4 border-b">东北亚</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股东北亚数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">浙数文化</td>
|
||
<td class="py-3 px-4 border-b">48.20%</td>
|
||
<td class="py-3 px-4 border-b">浙江</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股浙江数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">安恒信息</td>
|
||
<td class="py-3 px-4 border-b">46.80%</td>
|
||
<td class="py-3 px-4 border-b">浙江</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">直接持股浙江数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">上海机电</td>
|
||
<td class="py-3 px-4 border-b">0.20%</td>
|
||
<td class="py-3 px-4 border-b">浙江</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">间接持股浙江数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中信证券</td>
|
||
<td class="py-3 px-4 border-b">0.10%</td>
|
||
<td class="py-3 px-4 border-b">浙江</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">间接持股浙江数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">浪潮软件</td>
|
||
<td class="py-3 px-4 border-b">35.00%</td>
|
||
<td class="py-3 px-4 border-b">河南中原</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股河南中原数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中原证券</td>
|
||
<td class="py-3 px-4 border-b">10.00%</td>
|
||
<td class="py-3 px-4 border-b">河南中原</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股河南中原数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中南建设</td>
|
||
<td class="py-3 px-4 border-b">0.60%</td>
|
||
<td class="py-3 px-4 border-b">安徽</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股安徽数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">华扬联众</td>
|
||
<td class="py-3 px-4 border-b">0.60%</td>
|
||
<td class="py-3 px-4 border-b">安徽</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股安徽数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">市北高新</td>
|
||
<td class="py-3 px-4 border-b">0.30%</td>
|
||
<td class="py-3 px-4 border-b">安徽</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">间接持股安徽数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">万达信息</td>
|
||
<td class="py-3 px-4 border-b">0.20%</td>
|
||
<td class="py-3 px-4 border-b">安徽</td>
|
||
<td class="py-3 px-4 border-b">否</td>
|
||
<td class="py-3 px-4 border-b">间接持股安徽数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">易华录</td>
|
||
<td class="py-3 px-4 border-b">20.00%</td>
|
||
<td class="py-3 px-4 border-b">郑州</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股郑州数据交易所</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中原传媒</td>
|
||
<td class="py-3 px-4 border-b">10.00%</td>
|
||
<td class="py-3 px-4 border-b">郑州</td>
|
||
<td class="py-3 px-4 border-b">是</td>
|
||
<td class="py-3 px-4 border-b">直接持股郑州数据交易所</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
background: {
|
||
color: {
|
||
value: "#f8fafc",
|
||
},
|
||
},
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#667eea",
|
||
},
|
||
links: {
|
||
color: "#667eea",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 60,
|
||
},
|
||
opacity: {
|
||
value: 0.3,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
|
||
// 添加滚动动画
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: "0px",
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('animate-fadeIn');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card').forEach(card => {
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
|
||
<style>
|
||
@keyframes fadeIn {
|
||
from { opacity: 0; transform: translateY(20px); }
|
||
to { opacity: 1; transform: translateY(0); }
|
||
}
|
||
.animate-fadeIn {
|
||
animation: fadeIn 0.6s ease-out forwards;
|
||
}
|
||
</style>
|
||
</body>
|
||
</html>
|
||
``` |