1033 lines
61 KiB
HTML
1033 lines
61 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>信创概念分析报告</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.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">
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e9f2 100%);
|
||
}
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
height: 100%;
|
||
width: 2px;
|
||
background: linear-gradient(to bottom, #3b82f6, #8b5cf6);
|
||
}
|
||
.timeline-dot {
|
||
position: absolute;
|
||
left: -5px;
|
||
width: 12px;
|
||
height: 12px;
|
||
border-radius: 50%;
|
||
background: #3b82f6;
|
||
border: 2px solid white;
|
||
box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.2);
|
||
}
|
||
.gradient-text {
|
||
background: linear-gradient(135deg, #3b82f6, #8b5cf6);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
background-clip: text;
|
||
}
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-container {
|
||
overflow-x: scroll;
|
||
-webkit-overflow-scrolling: touch;
|
||
}
|
||
}
|
||
.industry-chain {
|
||
background: linear-gradient(135deg, #f0f9ff 0%, #e0f2fe 100%);
|
||
border-radius: 12px;
|
||
padding: 20px;
|
||
position: relative;
|
||
overflow: hidden;
|
||
}
|
||
.industry-chain::before {
|
||
content: '';
|
||
position: absolute;
|
||
top: -50%;
|
||
right: -50%;
|
||
width: 200%;
|
||
height: 200%;
|
||
background: radial-gradient(circle, rgba(59, 130, 246, 0.05) 0%, transparent 70%);
|
||
z-index: 0;
|
||
}
|
||
.industry-chain > * {
|
||
position: relative;
|
||
z-index: 1;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-10">
|
||
<h1 class="text-4xl font-bold gradient-text mb-4">信创概念分析报告</h1>
|
||
<p class="text-gray-600 max-w-3xl mx-auto">深入解析信创产业发展趋势、核心逻辑及投资机会</p>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-4">
|
||
<i class="fas fa-lightbulb text-yellow-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
|
||
</div>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-blue-700 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700">信创已从<strong class="text-blue-600">政策主题炒作</strong>(2020-2022)进入<strong class="text-blue-600">订单兑现期</strong>(2024-2027),<strong class="text-blue-600">党政市场复苏+行业信创接力</strong>构成双重驱动。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-purple-700 mb-2">核心矛盾</h3>
|
||
<p class="text-gray-700"><strong class="text-purple-600">资金(政府化债)+技术(国产替代率)</strong>是短期瓶颈,<strong class="text-purple-600">2025-2026年建设高峰</strong>(年均2000亿投入)将验证产业链真实竞争力。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-history text-indigo-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">概念事件时间轴</h2>
|
||
</div>
|
||
<div class="relative pl-8 space-y-6">
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2023-07-08</span>
|
||
<span class="text-sm bg-indigo-100 text-indigo-800 px-2 py-1 rounded">政策发布</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">《安全可靠测试文件》发布</h3>
|
||
<p class="text-gray-600 text-sm">明确CPU/OS/数据库安全等级,为政府采购设定标准,行业信创采购有据可依</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2023-09-12</span>
|
||
<span class="text-sm bg-indigo-100 text-indigo-800 px-2 py-1 rounded">名录公布</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">信创国测二期目录公布</h3>
|
||
<p class="text-gray-600 text-sm">麒麟信安等入围,党政信创下沉市场启动,OS/数据库厂商受益</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2024-03-11</span>
|
||
<span class="text-sm bg-green-100 text-green-800 px-2 py-1 rounded">采购标准</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">中央国家机关更新采购标准</h3>
|
||
<p class="text-gray-600 text-sm"><strong class="text-green-600">乡镇级党政机关</strong>信创采购强制落地,PC替换需求释放</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2024-10-12</span>
|
||
<span class="text-sm bg-yellow-100 text-yellow-800 px-2 py-1 rounded">资金支持</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">财政部宣布化解地方债</h3>
|
||
<p class="text-gray-600 text-sm"><strong class="text-yellow-600">党政信创资金瓶颈解除</strong>,2024Q4招标加速(国泰君安预测)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2024-11-11</span>
|
||
<span class="text-sm bg-pink-100 text-pink-800 px-2 py-1 rounded">市场反应</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">国泰君安研报发布</h3>
|
||
<p class="text-gray-600 text-sm">称"政府信创采购将从Q4快速回暖",板块情绪反转,三六零/用友网络等涨停</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="timeline-item relative pl-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 p-4 rounded-lg">
|
||
<div class="flex flex-wrap items-center justify-between mb-2">
|
||
<span class="font-semibold text-indigo-600">2025-01-13</span>
|
||
<span class="text-sm bg-blue-100 text-blue-800 px-2 py-1 rounded">行业扩展</span>
|
||
</div>
|
||
<h3 class="font-semibold text-gray-800 mb-1">行业信创招标提速</h3>
|
||
<p class="text-gray-600 text-sm"><strong class="text-blue-600">金融/能源/医疗</strong>等关键行业进入深水区,党政+行业替代空间≥3倍</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-brain text-pink-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">核心逻辑与市场认知分析</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6 mb-6">
|
||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-landmark text-blue-600 text-xl mr-2"></i>
|
||
<h3 class="font-bold text-blue-800">政策驱动</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
|
||
<span><strong>刚性时间表</strong>:国资委79号文要求2027年前央企完成关键系统替代,<strong>2025年倒计时压力</strong>显现</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
|
||
<span><strong>资金保障</strong>:财政部化债+超长期国债定向支持,<strong>党政信创预算从"冻结"到"解冻"</strong></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-microchip text-purple-600 text-xl mr-2"></i>
|
||
<h3 class="font-bold text-purple-800">技术突破</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||
<span><strong>CPU</strong>:海光x86、龙芯LoongArch性能逼近国际中端水平,<strong>党政PC渗透率已超30%</strong></span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-500 mt-1 mr-2"></i>
|
||
<span><strong>数据库</strong>:达梦DMDSC成Oracle RAC唯一国产替代,<strong>金融核心系统替换案例落地</strong></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-50 to-teal-50 p-5 rounded-lg">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-chart-line text-green-600 text-xl mr-2"></i>
|
||
<h3 class="font-bold text-green-800">预期差</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||
<span><strong>市场共识</strong>:信创="党政公文系统替换"(天花板低)</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-lightbulb text-yellow-500 mt-1 mr-2"></i>
|
||
<span><strong>被忽略</strong>:<strong>行业信创空间是党政的5倍</strong>,金融/能源/医疗等场景需求刚性强</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与路径 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-rocket text-orange-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">催化剂与路径</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-clock text-orange-500 mr-2"></i>
|
||
近期催化剂(3-6个月)
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-orange-50 border-l-4 border-orange-500 p-4 rounded">
|
||
<h4 class="font-semibold text-orange-800">2024Q4政府招标</h4>
|
||
<p class="text-gray-700 text-sm mt-1">福建监狱管理局信改项目(9月批复)示范效应,<strong>区县级市场启动</strong></p>
|
||
</div>
|
||
<div class="bg-orange-50 border-l-4 border-orange-500 p-4 rounded">
|
||
<h4 class="font-semibold text-orange-800">金融信创名录</h4>
|
||
<p class="text-gray-700 text-sm mt-1">2024Q4第四批名录发布,<strong>银行核心系统替换</strong>加速(邮储/招行案例)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-route text-blue-500 mr-2"></i>
|
||
长期路径
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-blue-50 border-l-4 border-blue-500 p-4 rounded">
|
||
<h4 class="font-semibold text-blue-800">2024-2025</h4>
|
||
<p class="text-gray-700 text-sm mt-1">党政PC/服务器替换(<strong>中国软件/金山办公</strong>受益)</p>
|
||
</div>
|
||
<div class="bg-blue-50 border-l-4 border-blue-500 p-4 rounded">
|
||
<h4 class="font-semibold text-blue-800">2025-2027</h4>
|
||
<p class="text-gray-700 text-sm mt-1">行业信创渗透(<strong>达梦数据/用友网络</strong>在金融/ERP领域放量)</p>
|
||
</div>
|
||
<div class="bg-blue-50 border-l-4 border-blue-500 p-4 rounded">
|
||
<h4 class="font-semibold text-blue-800">2027+</h4>
|
||
<p class="text-gray-700 text-sm mt-1">信创与AI融合(<strong>华为欧拉+昇腾</strong>生态主导)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-sitemap text-teal-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司</h2>
|
||
</div>
|
||
|
||
<div class="industry-chain mb-6">
|
||
<h3 class="font-bold text-lg text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="flex flex-wrap items-center justify-center gap-4 text-center">
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="text-sm text-gray-600 mb-1">上游</div>
|
||
<div class="font-semibold text-gray-800">芯片/OS</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="text-sm text-gray-600 mb-1">中游</div>
|
||
<div class="font-semibold text-gray-800">数据库/中间件</div>
|
||
</div>
|
||
<i class="fas fa-arrow-right text-gray-400"></i>
|
||
<div class="bg-white p-4 rounded-lg shadow-sm">
|
||
<div class="text-sm text-gray-600 mb-1">下游</div>
|
||
<div class="font-semibold text-gray-800">应用软件/集成</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 text-center text-sm text-gray-600">
|
||
海光/龙芯 → 麒麟OS/统信UOS → 达梦数据库 → 用友ERP/金山WPS
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">中国软件(600536)</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-900">麒麟OS龙头</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">党政OS市占率<strong class="text-blue-600">60%+</strong>,2024Q3收入同比+11%</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">估值高(动态PE 80倍),行业拓展缓慢</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">达梦数据(688468)</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-900">数据库替代</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">金融客户占比<strong class="text-blue-600">40%</strong>,2024Q3营收+38%</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">Oracle技术壁垒仍高,分布式版本性能待验证</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">金山办公(688111)</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-900">办公软件</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">WPS信创版装机量<strong class="text-blue-600">超5000万</strong>,订阅收入占比70%</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">微软Office降价竞争,政企预算收缩</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">用友网络(600588)</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-900">ERP信创</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">央企客户替换案例(中海油),2024H1信创订单+50%</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-900">华为MetaERP潜在竞争,实施周期长</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
|
||
<h4 class="font-semibold text-yellow-800 mb-2">验证与证伪</h4>
|
||
<p class="text-gray-700 text-sm">中国长城(000066)2024年11月14日<strong class="text-red-600">跌停</strong>,反映市场对<strong class="text-red-600">服务器价格战</strong>的担忧(路演显示毛利率较特斯拉低15pct)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 mb-8 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-exclamation-triangle text-red-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">潜在风险</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-red-800 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p class="text-gray-700 text-sm"><strong>高端芯片</strong>:7nm以下制程仍依赖台积电,<strong>海光/龙芯性能天花板</strong>短期难突破</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-orange-800 mb-2 flex items-center">
|
||
<i class="fas fa-money-bill-wave mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<p class="text-gray-700 text-sm"><strong>成本倒挂</strong>:信创PC单价较国际厂商高<strong>20-30%</strong>(纳思达路演),中小机构接受度低</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-purple-800 mb-2 flex items-center">
|
||
<i class="fas fa-gavel mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p class="text-gray-700 text-sm"><strong>美国制裁</strong>:若扩大对华半导体限制,<strong>CPU/EDA工具断供</strong>可能中断替代进程</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-50 p-4 rounded-lg">
|
||
<h3 class="font-bold text-blue-800 mb-2 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p class="text-gray-700 text-sm"><strong>国泰君安</strong>称"政府资金已到位",但<strong>中泰计算机</strong>指出"央企因人事调整延迟采购",<strong>需跟踪2024Q4实际招标量</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-blue-600 to-indigo-700 shadow-lg rounded-xl p-6 mb-8 text-white">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-chart-pie text-yellow-300 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3 flex items-center">
|
||
<i class="fas fa-bullseye mr-2"></i>
|
||
阶段判断
|
||
</h3>
|
||
<p class="mb-4"><strong class="text-yellow-300">基本面驱动初期</strong>(订单落地>主题炒作),<strong class="text-yellow-300">2025年业绩弹性最大</strong></p>
|
||
|
||
<h3 class="font-bold text-lg mb-3 flex items-center">
|
||
<i class="fas fa-directions mr-2"></i>
|
||
投资方向
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-300 mt-1 mr-2"></i>
|
||
<span><strong>高确定性</strong>:<strong>操作系统(中国软件)+数据库(达梦数据)</strong>,党政市场刚性需求</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-300 mt-1 mr-2"></i>
|
||
<span><strong>高弹性</strong>:<strong>行业信创服务商</strong>(用友网络/金山办公),渗透率从<10%向50%提升</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3 flex items-center">
|
||
<i class="fas fa-tasks mr-2"></i>
|
||
跟踪指标
|
||
</h3>
|
||
<ul class="space-y-3">
|
||
<li class="bg-blue-800 bg-opacity-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-blue-100">2024Q4政府招标金额</div>
|
||
<div class="text-sm text-blue-200">验证资金到位</div>
|
||
</li>
|
||
<li class="bg-blue-800 bg-opacity-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-blue-100">金融信创名录新增企业数量</div>
|
||
<div class="text-sm text-blue-200">行业信创启动信号</div>
|
||
</li>
|
||
<li class="bg-blue-800 bg-opacity-50 p-3 rounded-lg">
|
||
<div class="font-semibold text-blue-100">信创PC出货量</div>
|
||
<div class="text-sm text-blue-200">中国长城/中科曙光月度数据</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-white shadow-lg rounded-xl p-6 card-hover">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-table text-green-500 text-2xl mr-3"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||
</div>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">类别</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">子类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中国软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中国长城</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中科曙光</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">软通动力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">三六零</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">诚迈科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">麒麟信安</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">润和软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中科创达</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">太极股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">拓维信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">操作系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">航天软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海量数据</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">浪潮信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">达梦数据</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">科蓝软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国华网安</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">数据库</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-数据库</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东方通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中间件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-中间件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">普元信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中间件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-中间件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宝兰德</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">基础软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">中间件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创基础软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为基础软件-中间件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">金山办公</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">办公软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-办公软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">福昕软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">办公软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-办公软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">致远互联</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">办公软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-办公软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">万兴科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">办公软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-办公软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">用友网络</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">浪潮软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">鼎捷软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">航天信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">赛意信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">汉得信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ERP软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-ERP软件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">泛微网络</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">OA系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-OA系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">致远互联</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">OA系统</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-OA系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">税友股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中科江南</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">航天信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">金财互联</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">博思软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">旋极信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">财税</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-财税</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">南天信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">金融</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-金融</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">银之杰</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">金融</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-金融</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">京北方</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">金融</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-金融</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">顶点软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">金融</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-金融</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">长亮科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">金融</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-金融</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东软集团</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">医疗</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-医疗</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">久远银海</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">医疗</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-医疗</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">山大地纬</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">医疗</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-医疗</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华是科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">交通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-交通</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">多伦科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">交通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-交通</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中远海科</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">交通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-交通</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">四维图新</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">交通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-交通</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">金现代</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">电力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-电力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">恒华科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">电力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-电力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">朗新集团</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">电力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-电力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">国能日新</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">电力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-电力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">常山北明</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">星环科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">慧博云通</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">新炬网络</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">挖金客</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">真真科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">应用软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">其他</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创应用软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为应用软件-其他</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中望软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CAD</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-CAD</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">索辰科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CAE</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-CAE</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">霍莱沃</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CAE</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-CAE</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宝信软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">制造执行MES</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-制造执行MES</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">鼎捷软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">制造执行MES</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-制造执行MES</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">中控技术</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">制造执行MES</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-制造执行MES</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">汇川技术</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">逻辑控制器PLC</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-逻辑控制器PLC</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">信捷电气</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">工业软件</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">逻辑控制器PLC</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">信创工业软件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">图表中归类为工业软件-逻辑控制器PLC</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 简单的页面交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 卡片悬停效果
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
});
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
|
||
// 表格行悬停效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.backgroundColor = '#f9fafb';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |