Investment Rating - The report recommends a "Buy" rating for several companies within the technology sector, indicating a positive outlook for their stock performance over the next 12 months [31]. Core Insights - The report highlights key companies in the technology sector, including Jiangsu Technology (Electronics, Communication, Computer, Media) as top picks for March 2026 [5][9]. - The report emphasizes the growth potential in various sub-sectors, particularly in 3D printing, liquid cooling solutions, AI chips, and gaming [15][16][18][19][21]. Summary by Category Electronics - **Precision Electronics**: Expected to achieve a net profit of 0.8e-0.9e in 2025, a significant increase of 181.97%-192.21% year-on-year, driven by semiconductor orders and improved operational efficiency [15]. - **Han's Laser**: Anticipated explosive growth in 3D printing, with a potential market share increase due to demand from North American clients [15]. Communication - **Invech**: Projected net profits of 5.87 million, 10.47 million, and 15.35 million from 2025 to 2027, with a strong focus on liquid cooling solutions and overseas market expansion [16]. - **Rui Ming Technology**: Expected to recover from previous losses, with projected net profits of 3.81 million, 4.95 million, and 6.67 million from 2025 to 2027, driven by increased demand in commercial vehicle information systems [17]. Computer - **Haiguang Information**: Positioned as a leader in high-end CPUs and DCUs, benefiting from the growth of domestic AI computing power and collaboration with major tech firms [18]. - **Cambricon**: Anticipated to maintain strong growth in AI chip demand, supported by ongoing R&D and market trends [18]. Media - **Kaiying Network**: Expected to launch several new games in 2026, which are projected to drive revenue growth [19]. - **Perfect World**: Anticipated to release a new RPG game, "Yihuan," with high market expectations, contributing to future revenue growth [21].

湖南麒麟信安科技股份有限公司2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载湖南麒麟信安科技股份有限公司（以下简称"公司"）2025年度主要财务数据为初步核算数 据，未经会计师事务所审计，具体数据以公司2025年年度报告披露的数据为准，提请投资者注意投资风 险。 证券代码：688152 证券简称：麒麟信安公告编号：2026-014 一、2025年度主要财务数据和指标 单位：万元 3.以上财务数据及指标均以合并报表数据填列，但未经审计，最终结果以公司2025年年度报告为准； 4.以上增减变动数据如有尾差系四舍五入导致。 二、经营业绩和财务状况情况说明 （一）报告期内经营情况、财务状况及影响经营业绩的主要因素 1. 报告期的经营情况、财务状况 ■ 注：1.本报告期初数（调整前）同法定披露的上年年末数； 2.根据《企业会计准则第34号一每股收益》第四章第十三条"发行在外普通股或潜在普通股的数量因派 发股票股利、公积金转增资本、拆股而增加或因并股而减少，但不影响所有者权益金额的，应当按调整 后的 ...

（文章来源：证券日报） 证券日报网讯 2月27日，博睿数据在互动平台回答投资者提问时表示，Datadog基于公有云生态成长和 发展，并已完成BI、安全等领域的布局；博睿数据深耕中国市场，更适配混合云、私有云及信创环境， 具备更强的本地化合规与私有化场景覆盖能力。公司BonreeONE产品具备"全栈、双模"的数据采集能 力、具备"开放、融合"的全域可观测数据模型构建能力、具备"统一、强大"的数据中台能力、具备"精 准、可解释"的AI算法能力、具备"众创、百搭"的数据应用能力。 ...

证券日报网讯2月27日，中科信息（300678）在互动平台回答投资者提问时表示，中科极云公司是为建 设和应用好中科信息通用软件开发平台、更好支撑中科信息主营业务发展而设立的。这款通用软件开发 平台——极云平台是面向党政军、央国企客户打造的信创数字化转型核心产品，涵盖低代码平台、数据 中台、物联网中台等模块，是以"业务协同+数据中台+智能开发"三位一体为架构的企业级数字基础设 施。中科极云自设立以来，致力于极云平台的创新升级与信创生态圈扩建，现已通过国家高新技术企业 认证。中科极云代表中科信息深入参与四川省信创联盟建设，布局信创业务，参与编制的《信息技术应 用创新项目建设规范》团体标准正式发布，与国内64家信创企业建立了生态合作，获得11份信创兼容性 互认证书。 ...

在全球信息技术竞争格局加速重构的背景下,国产化适配已成为中国科技产业发展的核心命题。作为精 简指令集(RISC)的代表,ARM架构凭借其独特的技术特性与生态优势,在信创领域展现出显著的竞争力。 本文将从技术特性、生态适配、安全性能及应用场景等维度,系统阐述ARM架构在国产化选型中的核心 价值。 一、ARM架构的技术优势与品质保障 ARM架构基于精简指令集(RISC)设计,以低功耗、高能效和高集成度著称。自1985年首颗32位ARM处理 器诞生以来,历经多次技术革新,已形成覆盖Cortex-A(高性能应用)、Cortex-R(实时处理)、Cortex-M(微控 制器)的完整产品线。其核心优势在于通过指令集授权模式,允许厂商基于ARM IP核进行二次开发,既保 留与全球主流软件生态的兼容性,又能灵活适配国产化需求。 在能效方面,ARM架构表现尤为突出。新一代处理器采用5nm/3nm制程工艺与异构计算设计,实现单核性 能提升60%、多核性能突破135%的同时,能效比提高36%,可满足移动办公、边缘计算等场景对长续航与 高性能的双重需求。这种低功耗与高性能的平衡,使其在物联网、智能终端等领域占据主导地位。 相较于基于 ...

（文章来源：证券日报） 证券日报网讯 2月26日，太极股份在互动平台回答投资者提问时表示，公司当前正处于战略转型期，将 紧抓数字中国建设机遇，围绕"一体两翼三引擎"发展策略，以"可信、数据、智能"作为关键驱动力，在 数据要素、人工智能、信创产品等方面发力，赋能产品创新和业务升级，逐步提高公司毛利水平和盈利 能力。2026年，公司将聚焦发展战略，加强科技创新，持续优化业务结构，强化激励约束与成本费用管 控，努力提升经营质量，维护公司与全体股东的长期价值。公司与中国电子所属桑达股份于2025年11月 签署战略合作协议，双方将加强在信创、云计算、数据要素、行业数字化转型等方面的优势互补和协同 发展。 ...

战鼓，鲜明昭示 了"实体经济为 本、制造业当 家"的坚定决 心。 作为华南地区唯 一一所"技术+师 范"特色高校， 广师大党委书记 王兵：全力增创 技术师范新优势 _南方+_南方 plus 岭南春来早，奋 斗正当时。刚刚 召开的2026年广 东高质量发展大 会，再次擂响了 全省砥砺前行、 争先进位的奋进 广东技术师范大 学第一时间深入 学习大会精神， 深感使命在肩、 责任重大。"我 们将紧扣'走在 前、作示范、挑 大梁'的要求， 以'学科跃升 年'为契机， 以'申博冲百'为 目标，全力增创 技术师范新优 势，在专业优 化、产教融合、 微校区布局等方 面转化为服务广 东制造业与服务 业协同发展、构 建现代化产业体 系的务实行 大会强调的"制 造业当家"战 略。例如人才培 养"零时差"，依 托微校区，广师 大已开设华为 HCIP- HarmonyOS认证 专班，教师通过 率达100% 。这 种"研究生层次 学历教育+高端 职业技能认 证"的双轨制， 能快速为深圳的 信创、人工智 能、低空经济等 产业输送急需的 实战型人才。还 有技术转化"短 平快"，微校区 同步落地了"广 东省教育行业信 创适配中心深圳 分中心" ...

Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

说实话，写这个排行榜之前我挺纠结的。项目管理工具这个赛道，现在鱼龙混杂，随便一个看板软件就敢号称"企业级"。但企业级三个字可不是闹着玩的 ——它得真能扛住上千人同时在线、几十个项目的资源打架、还要让老板一眼看清钱花得值不值。2026年了，大家日子都不好过，选错工具的成本比往年更 高。所以我这次不搞虚的，直接拿业内公认的标准掰开揉碎了讲，排名依据就三样：能不能支撑战略落地、能不能让资源不浪费、能不能让数据说话。 你可能觉得，市面上不是有Jira、Microsoft Project这些老面孔吗？没错，它们确实经典，但经典不等于适合现在的中国企业。特别是信创大潮下，很多国 企、央企的IT负责人最近都快把头皮抓破了——国外软件动不动就不让用了，数据迁移又是个大坑。再加上现在项目类型越来越杂交，一个团队可能上午用 敏捷开站会，下午就要写瀑布式的政府申报文档，晚上还得跟外包团队对账。这种"三头六臂"的需求，真不是谁都能应付的。 好了，废话不多说，先上干货。这个榜单是我们跟踪了200多家大中型企业的实际使用情况，结合产品迭代速度、用户口碑、技术架构先进性，特别是信创 适配能力这几个硬指标排出来的。 2026年企业级项目管理 ...

| H70529@capital.com.tw | | --- | | 何利超 目标价(元) 270 | 2026 年 2 月 26 日 公司基本资讯 | 产业别 | | 通信 | | | --- | --- | --- | --- | | A 股价(2026/2/25) | | | 246.48 | | 上证指数(2026/2/25) | | | 4147.23 | | 股价 12 个月高/低 | | 308.46/127.87 | | | 总发行股数(百万) | | | 2324.34 | | A 股数(百万) | | | 2324.34 | | A 市值(亿元) | | | 5729.03 | | 主要股东 | | 曙光信息产业 | | | | | 股份有限公司 | | | | | | (27.96%) | | 每股净值(元) | | | 9.68 | | | 一个月 三个月 | | 一年 | | 股价涨跌(%) | -3.0 15.4 | | 60.2 | 近期评等 | 出刊日期 | 前日收盘 | 评等 | | --- | --- | --- | | 2025-4-2 | 153.72 | 买进 | ...