660 lines
28 KiB
HTML
660 lines
28 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>低代码概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Nucleo Icons -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #1a2a6c, #2a5298, #7e8ba3);
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min-height: 100vh;
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color: #333;
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}
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.card {
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background: rgba(255, 255, 255, 0.95);
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backdrop-filter: blur(10px);
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border-radius: 16px;
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box-shadow: 0 8px 32px rgba(0, 0, 0, 0.1);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.card:hover {
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box-shadow: 0 12px 40px rgba(0, 0, 0, 0.15);
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}
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top: 5px;
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height: 22px;
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border-radius: 50%;
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background: #3b82f6;
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border: 3px solid white;
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box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.3);
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}
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.table-responsive {
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overflow-x: auto;
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.table {
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border-collapse: collapse;
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}
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.table th, .table td {
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padding: 12px 15px;
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text-align: left;
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border-bottom: 1px solid #e5e7eb;
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.table th {
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font-size: 0.75rem;
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text-transform: uppercase;
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.table tbody tr:hover {
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background-color: #f3f4f6;
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display: inline-block;
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padding: 0.25em 0.75em;
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font-size: 0.75em;
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font-weight: 600;
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line-height: 1;
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text-align: center;
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white-space: nowrap;
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vertical-align: baseline;
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border-radius: 0.375rem;
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}
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.badge-dot {
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display: inline-flex;
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align-items: center;
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}
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.badge-dot i {
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width: 0.5rem;
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height: 0.5rem;
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border-radius: 50%;
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margin-right: 0.5rem;
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}
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.text-gradient {
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background-clip: text;
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-webkit-background-clip: text;
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color: transparent;
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}
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.text-info-gradient {
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background-image: linear-gradient(310deg, #2152ff, #21d4fd);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.section-title {
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font-size: 1.5rem;
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font-weight: 700;
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margin-bottom: 1.5rem;
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color: #1e40af;
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position: relative;
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padding-left: 1rem;
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}
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.section-title::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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height: 100%;
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width: 4px;
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background: linear-gradient(to bottom, #3b82f6, #60a5fa);
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border-radius: 4px;
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}
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.key-point {
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background: linear-gradient(135deg, #f0f9ff, #e0f2fe);
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border-left: 4px solid #3b82f6;
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padding: 1rem 1.5rem;
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border-radius: 0.5rem;
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margin: 1rem 0;
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}
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.highlight-box {
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background: linear-gradient(135deg, #dbeafe, #bfdbfe);
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border-radius: 0.75rem;
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padding: 1.5rem;
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margin: 1.5rem 0;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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}
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@media (max-width: 768px) {
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.card {
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margin-bottom: 1.5rem;
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}
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.section-title {
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font-size: 1.25rem;
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}
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.table-responsive {
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border: 0;
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}
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.table thead {
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display: none;
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}
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.table, .table tbody, .table tr, .table td {
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display: block;
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width: 100% !important;
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}
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.table tr {
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margin-bottom: 1rem;
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border: 1px solid #e5e7eb;
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border-radius: 0.5rem;
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}
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.table td {
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text-align: right !important;
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padding-left: 50% !important;
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position: relative;
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border: none;
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border-bottom: 1px solid #e5e7eb;
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}
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.table td::before {
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content: attr(data-label);
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position: absolute;
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left: 15px;
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width: calc(50% - 30px);
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padding-right: 10px;
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text-align: left;
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font-weight: 600;
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color: #4b5563;
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}
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.table td:last-child {
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border-bottom: none;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 页面标题 -->
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<div class="card p-6 mb-8 text-center">
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<h1 class="text-3xl md:text-4xl font-bold text-gradient text-info-gradient mb-4">低代码概念深度分析</h1>
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<p class="text-gray-600 max-w-3xl mx-auto">AI赋能下的商业化拐点:从"拖拽式开发"到"自然语言生成应用"的技术革命</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">概念事件时间轴</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="font-bold text-blue-700">2024-09-05</div>
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<p>飞书发布新一代多维表格+低代码平台,强调"全代码能力建设"与出海合规方案。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="font-bold text-blue-700">2024-12-03</div>
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<p>苹果App Store付费榜第一名的"小猫补光灯PRO"由个人用户用AI低代码工具Cursor 1小时开发完成,引爆市场对"AI+低代码"的想象力。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="font-bold text-blue-700">2024-12-04</div>
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<p>招商证券、华福证券连续发布低代码标的梳理报告,金现代、普元信息、浩云科技等20CM涨停,板块情绪达到高潮。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="font-bold text-blue-700">2025-06-11</div>
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<p>金现代宣布轻骑兵低代码平台已适配DeepSeek大模型,实现"自然语言生成应用"。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="font-bold text-blue-700">2025-07-03</div>
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<p>IDC预测中国低代码市场规模将从2024年的40.3亿元增长至2029年的129.8亿元,CAGR 26.4%。</p>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="key-point">
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<p class="font-semibold text-lg mb-2">低代码正处于"AI赋能下的商业化拐点"</p>
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<p>技术层面从"拖拽式开发"升级为"AI自然语言生成",市场层面从"通用工具"向"行业垂直解决方案"渗透。短期看AI爆款应用催化情绪,中期看信创+SaaS化订单落地,长期看企业数字化渗透率提升。</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">核心逻辑与市场认知分析</h2>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="highlight-box">
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<div class="font-bold text-blue-700 mb-2">技术突破</div>
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<p>AI大模型(如DeepSeek、ChatGLM)与低代码平台深度融合,实现"一句话生成应用"(金现代路演显示代码编写量减少70%,效率提升4-6倍)。</p>
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</div>
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<div class="highlight-box">
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<div class="font-bold text-blue-700 mb-2">政策驱动</div>
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<p>信创替代加速(普元信息中标国有大行低代码平台)、数字经济"十四五"规划明确支持"敏捷开发工具"。</p>
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</div>
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<div class="highlight-box">
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<div class="font-bold text-blue-700 mb-2">成本拐点</div>
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<p>传统开发人力成本占比超60%,低代码可将项目周期从3个月压缩至3周(普元信息客户案例)。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-bold text-blue-700 mb-1">舆情热度</div>
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<p>12月3日"小猫补光灯"事件后,同花顺低代码指数单日涨幅8.7%,相关个股搜索量暴增300%。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-bold text-blue-700 mb-1">研报密集度</div>
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<p>2024年12月单月发布低代码深度报告5篇(招商、华福、民生),为年内峰值。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg">
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<div class="font-bold text-blue-700 mb-1">情绪分歧</div>
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<p>部分投资者担忧"低代码只能做简单应用",但路演显示普元信息已支持ERP级复杂系统开发(5000+应用案例)。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full border-collapse border border-gray-200">
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<thead>
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<tr class="bg-gray-100">
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<th class="border border-gray-200 px-4 py-2 text-left">市场认知</th>
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<th class="border border-gray-200 px-4 py-2 text-left">实际进展</th>
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<th class="border border-gray-200 px-4 py-2 text-left">预期差</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="border border-gray-200 px-4 py-2">低代码="玩具级"工具</td>
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<td class="border border-gray-200 px-4 py-2">普元信息中标国防军工项目(涉密级复杂系统)</td>
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<td class="border border-gray-200 px-4 py-2 font-bold text-green-600">技术壁垒被低估</td>
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</tr>
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<tr>
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<td class="border border-gray-200 px-4 py-2">客户仅为中小企业</td>
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<td class="border border-gray-200 px-4 py-2">金现代客户包括航天科工、山东省交通厅</td>
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<td class="border border-gray-200 px-4 py-2 font-bold text-green-600">大客户突破</td>
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</tr>
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<tr>
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<td class="border border-gray-200 px-4 py-2">盈利模式不清晰</td>
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<td class="border border-gray-200 px-4 py-2">普元信息低代码业务毛利率49%(2023),2024年目标提升至60%+</td>
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<td class="border border-gray-200 px-4 py-2 font-bold text-green-600">盈利路径明确</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">关键催化剂与未来发展路径</h2>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">近期催化剂(3-6个月)</h3>
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<div class="space-y-3 mb-6">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">1</div>
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<p><strong>产品发布会</strong>:普元信息2025年7月推出AI低代码4.0版本(已预告支持私有化大模型部署)。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">2</div>
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<p><strong>订单落地</strong>:金现代2024年新签3000-5000万订单(电力行业占比<30%,航天/制造占比提升)。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">3</div>
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<p><strong>政策催化</strong>:中央经济工作会议(2024年12月)或提及"AI+信创"专项支持。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">长期发展路径</h3>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-blue-400 to-blue-600 text-white rounded-lg px-4 py-2 mr-4 font-bold">2025-2026</div>
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<p>行业化封装(如金融风控低代码组件、工业设备管理模板)</p>
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</div>
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-blue-400 to-blue-600 text-white rounded-lg px-4 py-2 mr-4 font-bold">2027-2028</div>
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<p>平台生态化(ISV基于低代码开发垂直SaaS,类似Salesforce模式)</p>
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</div>
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<div class="flex items-center">
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<div class="bg-gradient-to-r from-blue-400 to-blue-600 text-white rounded-lg px-4 py-2 mr-4 font-bold">2029+</div>
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<p>成为企业数字化"操作系统"(IDC预测渗透率从当前15%提升至40%)</p>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">产业链与核心公司深度剖析</h2>
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<h3 class="text-xl font-semibold text-blue-600 mb-3">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-between items-center mb-6 bg-gray-50 p-4 rounded-lg">
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<div class="text-center mb-4 md:mb-0">
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<div class="font-bold text-blue-700 mb-2">上游</div>
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<p>AI大模型(DeepSeek、ChatGLM)<br>云基础设施(阿里云、华为云)</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-blue-500 text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="font-bold text-blue-700 mb-2">中游</div>
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<p>低代码平台厂商<br>(普元信息、金现代、浩云科技)</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-blue-500 text-2xl"></i>
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</div>
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<div class="text-center">
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<div class="font-bold text-blue-700 mb-2">下游</div>
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<p>金融(银行/保险)<br>政务(智慧城市)<br>制造(能源/航天)</p>
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</div>
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</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-600 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto mb-6">
|
||
<table class="w-full border-collapse border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="border border-gray-200 px-4 py-2 text-left">公司</th>
|
||
<th class="border border-gray-200 px-4 py-2 text-left">技术壁垒</th>
|
||
<th class="border border-gray-200 px-4 py-2 text-left">客户进展</th>
|
||
<th class="border border-gray-200 px-4 py-2 text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold">普元信息</td>
|
||
<td class="border border-gray-200 px-4 py-2">20年低代码经验,5000+大型企业客户(含国有大行)</td>
|
||
<td class="border border-gray-200 px-4 py-2">2024年订单同比增50%+</td>
|
||
<td class="border border-gray-200 px-4 py-2">定制化项目拖累毛利率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold">金现代</td>
|
||
<td class="border border-gray-200 px-4 py-2">轻骑兵平台适配DeepSeek,电力行业渗透率90%</td>
|
||
<td class="border border-gray-200 px-4 py-2">2025年目标营收5000万+</td>
|
||
<td class="border border-gray-200 px-4 py-2">研发投入高(2024年或亏损)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold">浩云科技</td>
|
||
<td class="border border-gray-200 px-4 py-2">浩易搭获信通院首批认证,物联网场景领先</td>
|
||
<td class="border border-gray-200 px-4 py-2">政府项目占比高</td>
|
||
<td class="border border-gray-200 px-4 py-2">回款周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-600 mb-3">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg border border-green-200">
|
||
<div class="font-bold text-green-700 mb-2 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>证真
|
||
</div>
|
||
<p>普元信息路演披露某商业银行效率提升75%(具体案例),印证研报"降本增效"逻辑。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg border border-red-200">
|
||
<div class="font-bold text-red-700 mb-2 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i>证伪
|
||
</div>
|
||
<p>部分投资者认为"低代码无法做复杂系统",但普元信息已贯通5000+政务应用,直接证伪。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card p-6 mb-8">
|
||
<h2 class="section-title">关联股票数据</h2>
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票名称</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">项目/技术</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">荣誉/合作</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">行业</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td data-label="股票名称">
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">金现代</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td data-label="项目/技术">轻骑兵低代码开发平台</td>
|
||
<td data-label="荣誉/合作">国家信创产品库入选</td>
|
||
<td data-label="行业">低代码开发</td>
|
||
<td data-label="原因">公司的轻骑兵低代码开发平台已入选国家信创产品库,表明其在低代码领域的技术实力和行业认可度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td data-label="股票名称">
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">新炬网络</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td data-label="项目/技术">低代码开发平台</td>
|
||
<td data-label="荣誉/合作">-</td>
|
||
<td data-label="行业">低代码开发</td>
|
||
<td data-label="原因">公司拥有自主研发的低代码开发平台,直接参与低代码技术应用与市场拓展。</td>
|
||
</tr>
|
||
<tr>
|
||
<td data-label="股票名称">
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">科大国创</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td data-label="项目/技术">AI编程</td>
|
||
<td data-label="荣誉/合作">华为仓颉深度合作</td>
|
||
<td data-label="行业">AI编程与低代码开发</td>
|
||
<td data-label="原因">与华为深度合作开发AI编程技术,已实现自动生成代码功能,属于低代码领域的前沿技术应用。</td>
|
||
</tr>
|
||
<tr>
|
||
<td data-label="股票名称">
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">汉鑫科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td data-label="项目/技术">低代码管理系统开发平台</td>
|
||
<td data-label="荣誉/合作">-</td>
|
||
<td data-label="行业">低代码开发与智能制造</td>
|
||
<td data-label="原因">依托低代码平台结合云解决方案和智能制造技术积累,开发适用于制造业工艺优化的通用管理系统,覆盖多技术领域和产业链场景。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card p-6 mb-8">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full border-collapse border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="border border-gray-200 px-4 py-2 text-left">风险类型</th>
|
||
<th class="border border-gray-200 px-4 py-2 text-left">具体表现</th>
|
||
<th class="border border-gray-200 px-4 py-2 text-left">应对策略</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold text-red-600">技术瓶颈</td>
|
||
<td class="border border-gray-200 px-4 py-2">复杂业务场景(如金融衍生品定价)仍需原生代码补充</td>
|
||
<td class="border border-gray-200 px-4 py-2">混合开发模式(低代码+专业代码)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold text-red-600">商业化风险</td>
|
||
<td class="border border-gray-200 px-4 py-2">中小企业付费意愿低(单价10万/项目 vs 大客户100万+)</td>
|
||
<td class="border border-gray-200 px-4 py-2">推出SaaS订阅制(金现代计划2025年上线)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold text-red-600">政策风险</td>
|
||
<td class="border border-gray-200 px-4 py-2">信创标准变化可能导致技术路线调整</td>
|
||
<td class="border border-gray-200 px-4 py-2">提前适配国产芯片/操作系统(普元已支持鲲鹏)</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold text-red-600">信息矛盾</td>
|
||
<td class="border border-gray-200 px-4 py-2">华福证券称博睿数据"Q4业绩爆发",但公司未披露具体数据</td>
|
||
<td class="border border-gray-200 px-4 py-2 font-bold">需跟踪12月财报验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card p-6">
|
||
<h2 class="section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="key-point mb-6">
|
||
<p class="font-semibold text-lg mb-2">阶段判断</p>
|
||
<p>低代码已从"主题炒作"(2023年)进入"订单驱动+AI技术验证"阶段(2024-2025)。</p>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-600 mb-3">投资方向</h3>
|
||
<div class="space-y-4 mb-6">
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<div class="font-bold text-blue-700 mb-2">最纯标的</div>
|
||
<p><strong>普元信息</strong>(低代码收入占比50%,金融/政务壁垒最深)</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 p-4 rounded-lg border-l-4 border-indigo-500">
|
||
<div class="font-bold text-indigo-700 mb-2">弹性标的</div>
|
||
<p><strong>金现代</strong>(AI低代码+电力行业,2025年盈利拐点)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-blue-600 mb-3">跟踪指标</h3>
|
||
<div class="space-y-3 mb-6">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1 flex-shrink-0 font-bold">1</div>
|
||
<p><strong>订单转化率</strong>:普元信息Q4收入确认(2024年新增订单能否兑现)。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1 flex-shrink-0 font-bold">2</div>
|
||
<p><strong>AI功能渗透率</strong>:金现代轻骑兵平台AI生成代码占比(目标2025年>30%)。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center mr-3 mt-1 flex-shrink-0 font-bold">3</div>
|
||
<p><strong>行业标杆案例</strong>:是否有央企/部委级大单落地(如航天科工、国家电网)。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 text-white p-6 rounded-lg">
|
||
<p class="text-xl font-bold mb-2">一句话总结</p>
|
||
<p>低代码的"AI时刻"已至,短期盯爆款催化,中期看信创订单,长期押注数字化渗透率提升。<strong>普元信息是盾,金现代是矛</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 初始化粒子背景
|
||
if (typeof tsParticles !== 'undefined') {
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#ffffff"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#ffffff",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |