531 lines
38 KiB
HTML
531 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>深度行研 | 软件自主可控</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Rajdhani:wght@400;500;600;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: rgba(0, 225, 255, 0.6);
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--glow-color-2: rgba(191, 0, 255, 0.6);
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--glass-bg: rgba(15, 23, 42, 0.6);
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--glass-border: rgba(255, 255, 255, 0.1);
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #02040a;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.background-glow {
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position: fixed;
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top: 0;
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left: 0;
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width: 100vw;
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height: 100vh;
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z-index: -1;
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background: #02040a;
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overflow: hidden;
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}
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.background-glow::before,
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.background-glow::after {
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content: '';
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position: absolute;
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width: 800px;
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height: 800px;
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background-image: radial-gradient(circle, var(--glow-color-1) 10%, transparent 60%);
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border-radius: 50%;
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filter: blur(150px);
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opacity: 0.3;
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animation: move-glow 25s infinite alternate;
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}
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.background-glow::after {
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width: 600px;
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height: 600px;
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background-image: radial-gradient(circle, var(--glow-color-2) 10%, transparent 60%);
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animation: move-glow-2 20s infinite alternate;
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animation-delay: -5s;
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}
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@keyframes move-glow {
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from {
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transform: translate(-40%, -40%) rotate(0deg);
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to {
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transform: translate(40%, 40%) rotate(360deg);
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}
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}
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@keyframes move-glow-2 {
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from {
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transform: translate(40%, -40%);
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to {
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transform: translate(-40%, 40%);
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}
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.glass-card {
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background: var(--glass-bg);
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid var(--glass-border);
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border-radius: 2rem; /* 极致圆角 */
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transition: all 0.3s ease;
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box-shadow: 0 0 0 1px var(--glass-border);
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}
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.glass-card:hover {
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border-color: rgba(0, 225, 255, 0.3);
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box-shadow: 0 0 20px rgba(0, 225, 255, 0.1), 0 0 0 1px rgba(0, 225, 255, 0.3);
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}
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.header-font {
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font-family: 'Rajdhani', sans-serif;
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(0, 225, 255, 0.5), 0 0 16px rgba(0, 225, 255, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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}
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.bento-grid h3 {
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font-family: 'Rajdhani', sans-serif;
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font-weight: 600;
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font-size: 1.25rem;
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color: #93c5fd; /* Light blue for titles */
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margin-bottom: 0.75rem;
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border-bottom: 1px solid var(--glass-border);
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padding-bottom: 0.5rem;
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}
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.custom-table thead th {
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background-color: rgba(15, 23, 42, 0.8);
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backdrop-filter: blur(10px);
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font-family: 'Rajdhani', sans-serif;
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font-size: 1.1rem;
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color: #67e8f9;
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}
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.custom-table tbody tr {
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transition: background-color 0.2s ease;
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border-bottom-color: var(--glass-border);
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}
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.custom-table tbody tr:hover {
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background-color: rgba(30, 41, 59, 0.5);
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}
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.highlight-stock {
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background: linear-gradient(90deg, rgba(191, 0, 255, 0.1) 0%, rgba(0, 225, 255, 0.1) 100%);
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position: relative;
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}
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.highlight-stock::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 3px;
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background: linear-gradient(180deg, var(--glow-color-2), var(--glow-color-1));
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border-radius: 3px 0 0 3px;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="background-glow"></div>
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-16">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="header-font text-5xl md:text-7xl font-bold text-glow tracking-wider">软件自主可控</h1>
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<p class="mt-4 text-lg text-slate-400">深度产业研究报告</p>
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<p class="text-sm text-slate-500 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<!-- Concept Insight Main Section -->
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<section id="concept-insight" class="mb-16">
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<h2 class="header-font text-4xl font-bold mb-8 text-center text-glow">概念洞察 (Concept Insight)</h2>
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<!-- Bento Grid Layout -->
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<div class="bento-grid grid-cols-1 lg:grid-cols-3">
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<!-- Core Viewpoint -->
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<div class="glass-card p-8 lg:col-span-3">
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<h3>核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">软件自主可控已从应对外部压力的防御性主题，演变为国家战略驱动下具备内生增长动力的核心赛道。当前正处在从“政策驱动、点状突破”向“行业渗透、全面替代”过渡的关键阶段。核心驱动力源于地缘政治的“外部倒逼”和国家安全的“内生需求”双轮驱动，未来最大潜力在于国产化率极低（低于15%）且战略价值极高的<strong class="text-cyan-400">工业软件</strong>和<strong class="text-cyan-400">基础软件</strong>（操作系统、数据库）领域。</p>
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</div>
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<!-- Core Drivers -->
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<div class="glass-card p-8 lg:col-span-2">
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<h3>核心驱动力：三大力量共振</h3>
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<ul class="space-y-4 text-slate-300">
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<li><strong>1. 地缘政治倒逼 (必然性):</strong> 新闻和路演数据中高频出现的美国制裁、技术封锁、实体清单等，是推动自主可控从“可选项”变为“必选项”的最强外力。台积电、三星的断供事件更是让全产业链认识到供应链安全的脆弱性。</li>
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<li><strong>2. 国家战略主导 (确定性):</strong> “79号文”等政策以行政力量创造了确定性的市场需求，为国产软件提供了宝贵的初始市场和试错空间。路演中提及的“2027年完成100%国产替代”目标，为整个产业链提供了长达数年的高景气度预期。</li>
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<li><strong>3. 内生技术突破 (可行性):</strong> 以宝信软件PLC、华为鸿蒙OS、达梦数据库、华大九天EDA为代表的技术突破，证明国产软件正从“不可用”发展到“可用”，并向“好用”迈进。</li>
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</ul>
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</div>
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<!-- Domestic Substitution Rate Chart -->
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<div class="glass-card p-8 flex flex-col justify-center">
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<h3>重点领域国产化率现状</h3>
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<div id="substitution-rate-chart" class="w-full h-64"></div>
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</div>
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<!-- Key Events -->
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<div class="glass-card p-8 lg:col-span-3">
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<h3>概念发展脉络与关键节点</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !rounded-2xl mb-10">
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<time class="font-mono italic text-slate-400">2018年起</time>
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<div class="text-lg font-black text-slate-200">背景：长期地缘政治压力</div>
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自中兴、华为事件以来，美国持续通过“实体清单”、出口管制等手段限制中国高科技产业，暴露出我国在基础软硬件领域的“卡脖子”风险。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end timeline-box glass-card !rounded-2xl mb-10">
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<time class="font-mono italic text-slate-400">2022年9月</time>
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<div class="text-lg font-black text-slate-200">催化：核心政策“79号文”</div>
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国资委下发“79号文”，要求到2027年前完成“2+8+N”领域的100%国产替代，为自主可控提供了明确的时间表和需求保障。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box glass-card !rounded-2xl mb-10">
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<time class="font-mono italic text-slate-400">2024年9月20日</time>
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<div class="text-lg font-black text-slate-200">引爆点：工业软件技术突破</div>
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宝信软件发布全栈自主可控的T3/T4系列大型PLC产品，标志着我国在高端工业控制系统领域实现“0到1”的突破，成为自主可控从“口号”走向“实践”的标志性事件。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end timeline-box glass-card !rounded-2xl">
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<time class="font-mono italic text-slate-400">2024年11月</time>
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<div class="text-lg font-black text-slate-200">引爆点：操作系统生态突破</div>
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华为召开操作系统大会，全面推进openEuler全球化和纯血鸿蒙生态建设，旨在构建独立于安卓和iOS之外的第三极。
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</div>
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</li>
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</ul>
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</div>
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<!-- Future Path -->
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<div class="glass-card p-8 lg:col-span-2">
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<h3>未来发展路径 (类比新能源车)</h3>
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<ul class="steps steps-vertical lg:steps-horizontal w-full">
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<li class="step step-info">
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<span class="text-left"><strong>第一阶段 (已完成)</strong><br>党政信创，基础办公软件国产化 (WPS, 麒麟OS)</span>
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</li>
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<li class="step step-info">
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<span class="text-left"><strong>第二阶段 (进行时)</strong><br>关键行业信创，金融、电信等系统替代 (达梦, 宝信PLC)</span>
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</li>
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<li class="step">
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<span class="text-left"><strong>第三阶段 (远期)</strong><br>全行业及C端渗透，实现市场化全面引领</span>
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</li>
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</ul>
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</div>
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<!-- Key Catalysts -->
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<div class="glass-card p-8">
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<h3>近期关键催化剂 (3-6月)</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li>华为纯血鸿蒙系统发布及市场反响</li>
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<li>金融、电信等行业信创订单规模化落地</li>
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<li>新的外部制裁或技术限制措施</li>
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<li>标杆项目(如宝信PLC跨行业)成功案例公布</li>
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</ul>
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</div>
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</div>
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<!-- Deeper Analysis -->
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<div class="mt-10 space-y-10">
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<div class="glass-card p-8">
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<h3 class="header-font text-2xl font-bold mb-4 text-glow border-b border-slate-700 pb-2">产业链与核心公司深度剖析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div>
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<h4 class="font-bold text-cyan-300 mb-2">上游：基础软硬件</h4>
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<p class="text-slate-400 text-sm">CPU芯片 (龙芯中科), 开发工具、固件 (卓易信息)</p>
|
||
</div>
|
||
<div>
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||
<h4 class="font-bold text-cyan-300 mb-2">中游：核心软件产品</h4>
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<p class="text-slate-400 text-sm">操作系统 (中国软件), 数据库 (达梦数据), 工业软件 (宝信软件, 华大九天, 中望软件), 办公软件 (金山办公)</p>
|
||
</div>
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||
<div>
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<h4 class="font-bold text-cyan-300 mb-2">下游：系统集成与行业应用</h4>
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<p class="text-slate-400 text-sm">系统集成 (软通动力, 诚迈科技), 行业应用 (长亮科技-金融, 卫宁健康-医疗)</p>
|
||
</div>
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||
</div>
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||
<div class="divider text-slate-500 before:bg-slate-700 after:bg-slate-700">核心玩家对比</div>
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||
<div class="space-y-4">
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||
<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<p><strong>领导者 (逻辑最纯粹，壁垒最高):</strong></p>
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||
<p class="text-slate-300 mt-1"><strong>宝信软件:</strong> 工业控制软件(PLC)全栈自研，具备“0到1”稀缺性。<br><strong>华大九天:</strong> 国产EDA龙头，直接对标“卡脖子”环节，替代空间巨大。<br><strong>金山办公:</strong> 办公软件事实垄断，探索“AI+”第二增长曲线，商业模式已验证。</p>
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||
</div>
|
||
<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<p><strong>追赶者与生态核心:</strong></p>
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<p class="text-slate-300 mt-1"><strong>中国软件(麒麟软件):</strong> 党政信创操作系统核心供应商，信创“国家队”。<br><strong>达梦数据:</strong> 国产数据库龙头，受益于金融、政务领域“去O”需求。</p>
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</div>
|
||
<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<p><strong>生态绑定型玩家:</strong></p>
|
||
<p class="text-slate-300 mt-1"><strong>软通动力/诚迈科技:</strong> 深度绑定华为鸿蒙/欧拉生态，成长性高度依赖于华为生态的成败。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-8">
|
||
<h3 class="header-font text-2xl font-bold mb-4 text-glow border-b border-slate-700 pb-2">潜在风险与挑战</h3>
|
||
<div class="grid md:grid-cols-2 gap-6 text-slate-300">
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<div>
|
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<h4 class="font-semibold text-rose-400">技术风险</h4>
|
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<p>核心在于“好用”和“生态”两大难题。国产软件在性能、稳定性上与国外成熟产品仍有差距，生态建设非一日之功。</p>
|
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</div>
|
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<div>
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<h4 class="font-semibold text-rose-400">商业化风险</h4>
|
||
<p>高研发投入侵蚀短期利润，用户习惯迁移成本高，市场化竞争中产品力是关键。如宝信软件存在“推广进度不及预期”风险。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-rose-400">政策与竞争风险</h4>
|
||
<p>过度依赖政策扶持，若未来采购力度下降将冲击业绩。国际关系缓和后，国外巨头可能降价反制。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-rose-400">信息交叉验证风险</h4>
|
||
<p>部分行情受市场传闻驱动（如英方软件案例），存在信息真实性、准确性风险，易出现“炒预期”与基本面脱节。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Evidence -->
|
||
<section id="supporting-evidence" class="mb-16">
|
||
<h2 class="header-font text-4xl font-bold mb-8 text-center text-glow">多维数据源佐证</h2>
|
||
<div class="space-y-4">
|
||
<div x-data="{ open: false }" class="glass-card">
|
||
<button @click="open = !open" class="w-full text-left p-6">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="header-font text-2xl text-cyan-300">新闻数据核心观点</h3>
|
||
<svg :class="{'rotate-180': open}" class="w-6 h-6 transform transition-transform duration-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
|
||
</div>
|
||
</button>
|
||
<div x-show="open" x-collapse class="px-6 pb-6 text-slate-300 space-y-2">
|
||
<p><strong>宏观趋势:</strong> “自主可控仍是主旋律，国产替代会继续加速”、“目前科技行业两大配置方向均围绕‘自主可控’”。</p>
|
||
<p><strong>外部驱动:</strong> “美方发布对华投资限制规则”、“台积电、三星断供”等事件，凸显国产替代迫在眉睫。</p>
|
||
<p><strong>政策导向:</strong> “工信部：全面精准开展关键核心技术攻关”、“中央国家机关调整政府采购正版软件采购网”等政策直接推动。</p>
|
||
<p><strong>重点领域:</strong> <strong class="text-cyan-400">工业软件</strong>是“国内最薄弱的一类”，也是政策大力支持的重点；<strong class="text-cyan-400">华为鸿蒙/openEuler</strong>生态建设加速；<strong class="text-cyan-400">金山办公</strong>作为信创+AI龙头被首推。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-data="{ open: false }" class="glass-card">
|
||
<button @click="open = !open" class="w-full text-left p-6">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="header-font text-2xl text-cyan-300">路演纪要关键信息</h3>
|
||
<svg :class="{'rotate-180': open}" class="w-6 h-6 transform transition-transform duration-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
|
||
</div>
|
||
</button>
|
||
<div x-show="open" x-collapse class="px-6 pb-6 text-slate-300 space-y-2">
|
||
<p><strong>宝信软件 (2024-09-22):</strong> 发布“完全自主可控”的T3/T4系列PLC，宝武集团目标2-3年内实现“60%以上国产替代”。</p>
|
||
<p><strong>中控技术 (2024-07-24):</strong> 三中全会公报强调工业软件自主可控，国家将其纳入战略。生产管控类国产化进展较快，研发设计类挑战巨大。</p>
|
||
<p><strong>信创政策 (2024-11-11):</strong> 2022年9月国资委下发“79号文”，要求2027年前完成“2+8+N”领域100%国产替代，信创产品从“可用”转向“好用”。</p>
|
||
<p><strong>华为鸿蒙 (2024-11-12):</strong> 纯血鸿蒙目标2025Q1实现功能全面迁移，PC鸿蒙2025上半年推出商用版，定位消费级市场与麒麟等B端系统形成互补。</p>
|
||
<p><strong>华大九天 (2025-04-10):</strong> EDA龙头深度受益自主可控，美国关税政策进一步强化国产替代预期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-data="{ open: false }" class="glass-card">
|
||
<button @click="open = !open" class="w-full text-left p-6">
|
||
<div class="flex justify-between items-center">
|
||
<h3 class="header-font text-2xl text-cyan-300">研报精华摘要</h3>
|
||
<svg :class="{'rotate-180': open}" class="w-6 h-6 transform transition-transform duration-300" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
|
||
</div>
|
||
</button>
|
||
<div x-show="open" x-collapse class="px-6 pb-6 text-slate-300 space-y-2">
|
||
<p><strong>宏观背景:</strong> 二十届三中全会明确提出“抓紧打造自主可控的产业链供应链”，将基础软件、工业软件列为重点。</p>
|
||
<p><strong>“卡脖子”现状:</strong> 研发设计类工业软件国产化率极低（研报数据为5%-12%），其中EDA、CAE领域低于10%。</p>
|
||
<p><strong>材料软件困境:</strong> 市场基本被国外巨头垄断，核心软件Material Studio对我国军方禁用，自主可控需“非市场化方式推动”。</p>
|
||
<p><strong>宝信软件案例:</strong> 发布全栈自主可控PLC，历经10年研发，性能领先德国主流产品。宝武集团强力支持，并已向石化等行业拓展。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Rise Analysis -->
|
||
<section id="rise-analysis" class="mb-16">
|
||
<h2 class="header-font text-4xl font-bold mb-8 text-center text-glow">个股异动深度解析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">中望软件 (688083) - 20%涨停</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 工信部《工业软件“提质”行动方案》征求意见稿首次将“三维CAD”列入国家强制国产替代目录，并明确20%增值税返还，作为A股最纯三维CAD龙头，机构抢筹。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">英方软件 (688435) - 上涨6.48%</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 由“公司确认银行备份市场收入提升一个数量级”、“拿下工农中建交”等重磅产业传闻驱动，强烈击中市场对“金融信创”和“高成长性”的核心偏好。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">浩辰软件 (688657) - 上涨6.48%</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 美国对“关键软件”出口管制预期，叠加国内产业信创政策，催生对国产工业软件（EDA/CAD）自主可控的强烈追捧，作为国产CAD龙头直接受益。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">龙芯中科 (688047) - 上涨13.56%</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 3C6000系列产品发布，性能重大突破，对标Intel第三代至强服务器，且完全自主可控，获央视报道背书，引发市场对其长期价值重估。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">榕基软件 (002474) - 上涨7.95%</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 美国拟限制软件出口的传闻引爆“自主可控”主题，公司凭借“软件”标签成为承载宏大叙事的载体，叠加量子科技等热点板块溢出效应。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h4 class="header-font font-bold text-lg text-cyan-300">超图软件 (300036) - 上涨5.25%</h4>
|
||
<p class="text-slate-400 text-sm mt-2"><strong>核心催化:</strong> 雅鲁藏布江水电工程开工，公司在互动平台明确表示“参与了该工程建设”，凭借在水利、数字孪生领域的深厚积累，引发市场对其获得持续收益的预期。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock List Table -->
|
||
<section id="stock-list">
|
||
<h2 class="header-font text-4xl font-bold mb-8 text-center text-glow">相关概念股列表</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table w-full custom-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="highlight-stock"><td>博彦科技</td><td><a href="https://valuefrontier.cn/company?scode=002649" target="_blank" class="link link-hover link-info">002649</a></td><td>信创</td></tr>
|
||
<tr class="highlight-stock"><td>常山北明</td><td><a href="https://valuefrontier.cn/company?scode=000158" target="_blank" class="link link-hover link-info">000158</a></td><td>信创, 华为鸿蒙</td></tr>
|
||
<tr class="highlight-stock"><td>南天信息</td><td><a href="https://valuefrontier.cn/company?scode=000948" target="_blank" class="link link-hover link-info">000948</a></td><td>信创</td></tr>
|
||
<tr><td>长亮科技</td><td><a href="https://valuefrontier.cn/company?scode=300348" target="_blank" class="link link-hover link-info">300348</a></td><td>信创</td></tr>
|
||
<tr><td>安硕信息</td><td><a href="https://valuefrontier.cn/company?scode=300380" target="_blank" class="link link-hover link-info">300380</a></td><td>信创, 华为鸿蒙</td></tr>
|
||
<tr class="highlight-stock"><td>通达海</td><td><a href="https://valuefrontier.cn/company?scode=301378" target="_blank" class="link link-hover link-info">301378</a></td><td>信创</td></tr>
|
||
<tr class="highlight-stock"><td>南威软件</td><td><a href="https://valuefrontier.cn/company?scode=603636" target="_blank" class="link link-hover link-info">603636</a></td><td>信创</td></tr>
|
||
<tr><td>宇信科技</td><td><a href="https://valuefrontier.cn/company?scode=300674" target="_blank" class="link link-hover link-info">300674</a></td><td>信创</td></tr>
|
||
<tr><td>用友网络</td><td><a href="https://valuefrontier.cn/company?scode=600588" target="_blank" class="link link-hover link-info">600588</a></td><td>信创</td></tr>
|
||
<tr><td>顶点软件</td><td><a href="https://valuefrontier.cn/company?scode=603383" target="_blank" class="link link-hover link-info">603383</a></td><td>信创</td></tr>
|
||
<tr><td>恒银科技</td><td><a href="https://valuefrontier.cn/company?scode=603106" target="_blank" class="link link-hover link-info">603106</a></td><td>信创</td></tr>
|
||
<tr class="highlight-stock"><td>梦网科技</td><td><a href="https://valuefrontier.cn/company?scode=002123" target="_blank" class="link link-hover link-info">002123</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>拓维信息</td><td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="link link-hover link-info">002261</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>国华网安</td><td></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>东方中科</td><td><a href="https://valuefrontier.cn/company?scode=002819" target="_blank" class="link link-hover link-info">002819</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>飞利信</td><td><a href="https://valuefrontier.cn/company?scode=300287" target="_blank" class="link link-hover link-info">300287</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>润和软件</td><td><a href="https://valuefrontier.cn/company?scode=300339" target="_blank" class="link link-hover link-info">300339</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>诚迈科技</td><td><a href="https://valuefrontier.cn/company?scode=300598" target="_blank" class="link link-hover link-info">300598</a></td><td>华为鸿蒙, 华为欧拉</td></tr>
|
||
<tr><td>恒锋信息</td><td><a href="https://valuefrontier.cn/company?scode=300605" target="_blank" class="link link-hover link-info">300605</a></td><td>华为鸿蒙</td></tr>
|
||
<tr><td>软通动力</td><td><a href="https://valuefrontier.cn/company?scode=301236" target="_blank" class="link link-hover link-info">301236</a></td><td>华为鸿蒙, 华为欧拉</td></tr>
|
||
<tr><td>创意信息</td><td></td><td>华为欧拉</td></tr>
|
||
<tr><td>东方通</td><td></td><td>华为欧拉</td></tr>
|
||
<tr><td>科蓝软件</td><td><a href="https://valuefrontier.cn/company?scode=300663" target="_blank" class="link link-hover link-info">300663</a></td><td>华为欧拉</td></tr>
|
||
<tr><td>麒麟信安</td><td><a href="https://valuefrontier.cn/company?scode=688152" target="_blank" class="link link-hover link-info">688152</a></td><td>华为欧拉, 麒麟软件</td></tr>
|
||
<tr><td>卓易信息</td><td><a href="https://valuefrontier.cn/company?scode=688258" target="_blank" class="link link-hover link-info">688258</a></td><td>华为欧拉</td></tr>
|
||
<tr><td>青云科技</td><td><a href="https://valuefrontier.cn/company?scode=688316" target="_blank" class="link link-hover link-info">688316</a></td><td>华为欧拉</td></tr>
|
||
<tr><td>奇安信</td><td><a href="https://valuefrontier.cn/company?scode=688561" target="_blank" class="link link-hover link-info">688561</a></td><td>华为欧拉, 麒麟软件</td></tr>
|
||
<tr><td>中国长城</td><td><a href="https://valuefrontier.cn/company?scode=000066" target="_blank" class="link link-hover link-info">000066</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>北信源</td><td><a href="https://valuefrontier.cn/company?scode=300352" target="_blank" class="link link-hover link-info">300352</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>深信服</td><td><a href="https://valuefrontier.cn/company?scode=300454" target="_blank" class="link link-hover link-info">300454</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>湘邮科技</td><td><a href="https://valuefrontier.cn/company?scode=600476" target="_blank" class="link link-hover link-info">600476</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>中国软件</td><td><a href="https://valuefrontier.cn/company?scode=600536" target="_blank" class="link link-hover link-info">600536</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>浪潮软件</td><td><a href="https://valuefrontier.cn/company?scode=600756" target="_blank" class="link link-hover link-info">600756</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>当虹科技</td><td><a href="https://valuefrontier.cn/company?scode=688039" target="_blank" class="link link-hover link-info">688039</a></td><td>麒麟软件</td></tr>
|
||
<tr><td>兴图新科</td><td><a href="https://valuefrontier.cn/company?scode=688081" target="_blank" class="link link-hover link-info">688081</a></td><td>麒麟软件</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
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<footer class="text-center mt-16">
|
||
<p class="text-xs text-slate-500">免责声明：本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研”基于公开数据合成，不构成任何投资建议。投资有风险，入市需谨慎。</p>
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show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#FFF'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |