转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院计算机仿真研究小组发布的《中国计算机仿真行业发展前景与投 资预测分析报告》 行业主要上市公司：华力创通(300045.SZ)、霍莱沃(688682.SH)、华如科技(301302.SZ)、坤恒顺维 (688283.SH)、视觉中国(000681.SZ)、康拓红外(300455.SZ)、捷安高科(300845.SZ)、永信至诚 (688244.SH)、经纬恒润(688326.SH)等。 本文核心数据：计算机仿真企业竞争格局，计算机仿真市场集中度 1、中国计算机仿真行业竞争梯队 从我国计算机仿真行业企业竞争格局来看，处于第一梯队的企业为航天智装、索辰科技等企业，其计算 机仿真业务营收大于3亿元，在计算机仿真行业多元化布局等方面具有一定优势。其次是华力创通、华 如科技等计算机仿真企业，业务营收在2-3亿元之间。最后是永信至诚等，业务营收在2亿元以下。 注：数据截止到2025年11月29日。 从代表性企业分布情况来看，我国计算机仿真代表企业分布在江苏、上海、北京、四川、河北等地，其 中北京的计算机仿真产业代表性企业较多。 3、中国计算机仿真行业竞争格局 2、中国 ...

Industry Overview - The Shenzhen Municipal Bureau of Industry and Information Technology has issued the "Artificial Intelligence + Advanced Manufacturing Action Plan (2026-2027)", aiming to promote the application of AI technology in key areas of the semiconductor industry, enhancing efficiency in chip design and software coding [1] - The plan focuses on developing high-performance, energy-efficient SoC chips for various AI terminal demands, including AI smartphones and intelligent robots, and supports the domestic replacement of automotive-grade AI chips for the new energy vehicle market [1] Company Updates - SMIC announced that its memory and BCD products are in high demand, leading to price increases [2] - Hua Hong Semiconductor reported a record high sales revenue of $659.9 million in Q4, a year-on-year increase of 22.4% and a quarter-on-quarter increase of 3.9%. The gross margin was 13.0%, up 1.6 percentage points year-on-year but down 0.5 percentage points quarter-on-quarter. The company expects Q1 2026 sales revenue to be between $650 million and $660 million, with a gross margin of 13% to 15% [2] - Aerospace Zhizhuang stated that it has provided chips for the GW-A2 constellation but is unclear about the specific launch mission's usage. The company cannot estimate the impact of the launch on its Q1 2026 operations [2] - Debon Securities noted that the semiconductor upstream sector showed overall growth in 2025, with semiconductor equipment performing better than materials and components, and packaging and testing outperforming wafer foundry [2] Related ETFs - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (60%) and materials (25%) [3] - The Semiconductor Equipment ETF (Hua Xia, 562590) also emphasizes semiconductor equipment (63%) and materials (24%), benefiting from the demand surge driven by the AI revolution and advancements in lithography technology [3]

格隆汇2月12日丨航天智装(300455.SZ)在投资者互动平台表示，公司没有与SpaceX的合作。 ...

格隆汇2月12日丨航天智装(300455.SZ)在投资者互动平台表示，公司可以为载人登月提供芯片和地面仿 真测试设备。 ...

格隆汇2月12日丨航天智装(300455.SZ)在互动平台表示，公司可以为载人登月提供芯片和地面仿真测试 设备。 ...

Group 1 - The company, Aerospace Intelligent Equipment (300455.SZ), has stated that it currently has no plans for overseas supply chain expansion [1]

证券日报网讯2月11日，航天智装（300455）在互动平台回答投资者提问时表示，公司未开展"黑磷光致 动能转换"研究。 ...

Group 1 - The company, Aerospace Intelligent Equipment (300455.SZ), has participated in the development of the Hall Effect Thruster propulsion system at the Aerospace 502 Institute [1]

格隆汇2月3日丨航天智装(300455.SZ)在投资者互动平台表示，公司星敏感器产品是与航天502所合作开 发的，技术整体处于国内第一梯队，未来公司将大力推广星敏感器的应用。 ...

Industry Overview - The computer simulation industry in China has a limited number of listed companies, but the industry chain is extensive, with key players in the midstream segment including Huazhi Chuantong, Holiwo, and Huaru Technology [1] - The industry is expected to grow, with significant revenue contributions from various companies, particularly in the fields of military simulation, training, and digital transformation [16] Key Companies and Their Performance - Listed companies in the computer simulation sector include Huazhi Chuantong (5.64 billion), Holiwo (2.15 billion), Huaru Technology (1.57 billion), and others, with varying revenue performances [5][14] - The largest revenue-generating company in the sector is Langxin Information, with 1206.69 billion, followed by TCL Technology at 1359.43 billion [4] Business Focus and Strategies - Huazhi Chuantong aims to solidify its foundation in simulation testing and radar signal processing, focusing on domestic alternatives in the aerospace industry [16] - Holiwo is working to achieve international standards in simulation functionality and precision, while also integrating AI technology into its software [16] - Huaru Technology is leveraging military models for intelligent decision-making and virtual training applications [16] Market Dynamics - The computer simulation industry is characterized by a high concentration of business activities, with many companies having over 90% of their business focused on simulation [12] - The geographical distribution of representative companies is concentrated in regions like Beijing, Jiangsu, and Shanghai, with Beijing having the most significant number of companies [6] Revenue and Financial Metrics - The revenue from computer simulation business for major companies is generally below 3 billion, with notable exceptions like Aerospace Zhizhuang and Jiean Gaoke, which have higher revenues [14] - The gross profit margins for companies in the sector vary, with Jiean Gaoke achieving a margin of 1.84% [14] Future Outlook - The industry is expected to continue evolving with advancements in technology and increased demand for simulation solutions across various sectors, including defense and telecommunications [16] - Companies are focusing on enhancing their product offerings and expanding their market reach through strategic partnerships and technological innovations [16]