数据显示，截至2025年12月31日，中证软件服务指数前十大权重股分别为科大讯飞、金山办公、同花 顺、指南针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服，前十大权重股合计占比 60.89%。 软件ETF指数(560360)紧密跟踪中证软件服务指数，场外投资者还可以通过联接基金（A类：018182；C 类：018183)把握软件行业投资机遇。 政策面方面，国家数据局发布《关于培育数据流通服务机构 加快推进数据要素市场化价值化的意见 （征求意见稿）》，明确提出到2029年底显著提升数据流通服务机构能力，推动数据产品和服务更加丰 富，促进全社会数据流通利用水平明显提升。长城证券认为，该《意见》从功能定位、服务能力、规则 标准和安全保障等方面系统性规划数据要素市场发展路径，将有效激发各类主体供数用数意愿，加速数 据要素价值释放进程。 东北证券指出，我国信创产业在政策与市场双轮驱动下快速发展，已形成"2+8+N"战略布局，涵盖党 政、金融、能源、交通等关键领域。当前信创安全作为保障国产化系统稳定运行的核心环节，市场规模 预计将以35%的年复合增长率扩张，至2027年有望达到166亿元，其中边界安全、终端安全 ...

今天分享的是：2025信创产业发展趋势及50强报告 报告共计：31页 信创产业与生成式AI安全领域均处于高速发展阶段，技术创新与安全合规成为核心发展主线。信创产业构建了涵盖基础硬件、基础软件、云服务、应用软 件的完整产业链，核心聚焦芯片、服务器、数据库、工业软件等关键领域，行业建设加速推进，各细分领域均保持较高年均复合增长率，阿里云、腾讯云、 曙光云等企业为核心参与者，自主安全、先进性能、生态完善成为产业核心诉求，通过技术突破与方案优化助力企业数字化转型。生成式AI领域中，模型 正从"调用型"向"智能体化"演进，深度嵌入各行业关键流程，但面临模型层对抗攻击、数据层隐私泄露、应用层插件安全等多重风险，全球各国通过《人工 智能法案》等法律法规构建监管框架，中国形成以三大数据安全法律为基础的合规体系。火山引擎构建了覆盖AI基础设施、模型平台、智能体的三层安全 保障体系，通过链路加密、环境隔离、操作审计等技术，实现数据"唯用户所见、所用、所有"，推出机密推理、自持密钥等创新能力，保障全生命周期安 全。未来，信创产业将持续深化技术自主与生态完善，生成式AI安全将向全生命周期体系化防护演进，两者深度融合，信创的自主可控底 ...

转自：新华财经 编辑：胡晨曦 新华财经北京12月31日电（记者孙广见）国内信创产业正处在从"可用"迈向"好用"的关键跨越期。然 而，技术标准与用户实际感知之间的落差，成为横亘在前的"最后一公里"。华清同创创始人、常务总 裁，源清同创总经理张斌指出，这一公里代表着技术的延续与价值沉淀，其核心在于能否让技术真正融 入客户业务场景。当前众多企业聚焦产品竞争，却往往忽略了持续的服务体验，导致技术突破与客户感 受之间存在显著差异。 正是基于对产业瓶颈的深刻洞察，张斌将战略重点投向了常被忽视的服务生态环节，并提出"无界服 务"理念。他认为，当前信创领域技术路线多样、品牌众多，若服务被分割束缚于单一品牌或架构，将 无法形成合力，甚至可能成为产业发展的瓶颈。"无界服务"旨在打破这些壁垒，其内涵包含三个层面： 一是"品牌无界"，服务兼容主流技术架构下的众多品牌产品；二是"技术无界"，团队具备跨龙芯、兆 芯、飞腾等多元平台的技术支持能力；三是"地域无界"，服务网络立足全国，并计划随国家战略延伸 至"一带一路"及东盟市场。 这一理念的背后，承载着对产业可持续发展的责任思考。张斌谈到，国家鼓励多方参与信创建设，众多 中小品牌应运而生 ...

证券日报网12月26日讯，达梦数据在接受投资者提问时表示，公司作为国内领先的数据库产品开发服务 商，在国家信创产业中扮演着关键推动者的角色。公司始终坚持自主原创技术路线，掌握数据库领域多 项关键核心技术，拥有完全自主知识产权，构建起中国数据库的"代码根"。公司产品实现了共享存储集 群等关键核心技术国产化零的突破，打破了国外数据库厂商的技术垄断，填补了国产数据库高端产品的 空白，提高了我国对海外数据库厂商"卡脖子"和"断供"风险的抵抗能力。在信创产业推进过程中，包括 系统迁移适配、专业人才梯队建设以及高复杂场景下的产品稳定性保障等，均是行业参与者普遍关注并 需协同应对的重要课题。公司也将其视为持续深化能力建设、提升服务水平的关键方向，通过开展多项 在研项目，包括集群数据库连续故障处理和批量读写优化技术、通用型HTAP数据库一体机、分布式高 性能执行器研制等，旨在提升产品在高端应用场景的性能。同时，公司通过"产学研"合作加强人才培 养，与多所高校和科研机构开展深度合作，致力于打造国内数据库人才高地。在生态建设方面，公司一 直致力于共创行业可持续发展生态链。截至2025年上半年，公司已与产业链上下游多家厂商完成13 ...

Core Viewpoint - Dameng Data plays a crucial role as a leading database product developer in China's national information technology innovation industry, focusing on independent and original technology routes, and has achieved significant breakthroughs in domestic database technology [1][3]. Group 1: Company Overview - Dameng Data has developed the DM8, a large-scale general-purpose relational database with 100% independent research and development, featuring a unified kernel multi-cluster architecture and advanced technology that meets the needs of large enterprises [2][4]. - The company emphasizes independent, open, and compatible technology paths, focusing on self-controllable data management infrastructure, and aims to create a sustainable industry ecosystem through collaboration with various partners [3][6]. Group 2: Technical Features - DM8 supports hybrid transaction and analytical processing (HTAP), high concurrency, and offers multiple high-availability solutions to ensure data security, making it suitable for large-scale enterprise systems [4][5]. - The database is designed to be highly compatible with mainstream hardware and software platforms, minimizing migration costs for users [4][5]. Group 3: Migration Practices - The company has successfully implemented a "flexible replacement" method for migrating from foreign mainstream database software to Dameng's database, allowing both systems to run simultaneously during the transition [6]. - This migration approach has been recognized for its significant application value, providing users with a controlled risk assessment and transition period [6]. Group 4: Market Positioning and Strategy - In response to competition from companies like Huawei and OceanBase, Dameng Data focuses on creating a differentiated position by providing flexible and sustainable data technology solutions, particularly in industries with high supply chain security requirements [7]. - As the customer base grows, the company anticipates an increase in the proportion of maintenance and service revenue, and is considering innovative business models such as subscription or pay-per-use to stabilize revenue fluctuations [7].

Group 1 - The core viewpoint of the news highlights the performance of the Xinchang ETF fund (562030) in the software development sector, showing a decline of 0.39% in intraday trading, with notable stock performances from Chengdu Huawi, Nasda, and Haiguang Information, which increased by 4.7%, 2.39%, and 2.35% respectively, while Zhongke Jiangnan, Shenxinfeng, and Dongfang Guoxin saw declines of 2.06%, 1.59%, and 1.52% respectively [1] Group 2 - Alibaba has launched a new open-source image generation model, Qwen-Image-Layered, which achieves PS-level layer understanding and generation, addressing the consistency issues in AI-generated images, and is expected to enhance the application of large models in professional design [3] - The global large model landscape is shifting from "fast thinking" to "slow thinking," with a focus on task execution capabilities rather than content generation, indicating a transformation in production methods where humans transition from manual producers to task designers [3] - The Xinchang industry is progressing steadily with a "2+8+N" rhythm, transitioning from policy-driven to a dual-driven approach of policy and market, with significant market penetration expected in finance and energy sectors, projecting market growth rates of 17.84% and 26.82% for 2025 and 2026 respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [3] Group 3 - The Xinchang ETF fund and its associated funds are designed to track the Zhongzheng Xinchang Index, which encompasses core segments of the Xinchang industry chain, including hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [5] - The investment logic in the Xinchang industry is driven by geopolitical tensions, increasing demand for self-control from national security perspectives, and the necessity for accelerated development supported by government initiatives [5] Group 4 - Local debt efforts are being intensified, which is expected to rejuvenate government procurement in the Xinchang sector [6] - Domestic manufacturers, represented by Huawei, are achieving breakthroughs in new technologies, leading to an anticipated increase in market share for domestic software and hardware [6] - The Xinchang initiative is reaching critical milestones, with procurement standards being further refined [6]

（来源：衡水日报） 转自：衡水日报 各位工程圈的管理同仁，我是老李，一个在大型项目一线指挥了十五年的项目总指挥。如果说上一篇文章我分享了鸿鹄CAD如何帮我们打赢了竣工图收官 战，那么今天，我想深入战役的"中前场"，聊聊它如何在最混乱、最要求即时响应的施工现场协同与大样图指导环节，帮助我们实现了从"指令衰减"到"精 准执行"的跨越。 场景一：大样图绘制——设计与施工的"翻译断层" 设计院的通用节点图，到了复杂地质或异形结构面前，常常"水土不服"。我们需要立即绘制指导现场作业的细部大样图。其业务核心在于： 1.绝对精准，零容忍偏差： 一个钢筋的弯钩长度、一块模板的拼接缝隙，必须在图上毫厘毕现。任何模糊都可能引发质量事故。 2.深度本地化： 一、 核心痛点：施工现场的"信息漏斗"与"精度迷失" 管理大型复杂项目，如我所经历的跨江大桥锚碇工程，管理者最深切的痛，往往不是技术本身，而是技术信息在传递过程中的严重衰减和失真。这集中体现 在两个关键场景： 必须融合现场实测尺寸、特定施工工艺（如爬模、顶推）和实际材料规格，它不是简单放大，而是带有限制条件的二次创造。 3.快速迭代： 方案需在项目总工、施工队长、班组长甚至熟练 ...

Group 1 - Elon Musk becomes the first individual with a net worth exceeding $600 billion, primarily due to the doubling of SpaceX's valuation, with potential to become a trillionaire in the future [1] Group 2 - Apple is expected to unveil numerous software features in iOS 27, including expanded health services and enhanced Siri AI capabilities, as revealed by leaked early version code [2] Group 3 - AMD CEO Lisa Su's visit to Lenovo's headquarters in Beijing may pave the way for further collaboration between the two companies [3] Group 4 - Huawei's CEO He Gang hints at "double surprises" for the nova 15 series, with speculation about dual red maple lenses for both front and back cameras [4] Group 5 - The Huawei Mate X2 series foldable phone receives an upgrade to HarmonyOS 4.2.0.182, enhancing user experience and incorporating security patches [5] Group 6 - A report indicates that global HDD contract prices are set to rise approximately 4% in Q4 2025, marking the largest increase in eight quarters, driven by changes in China's procurement strategies and a surge in US AI infrastructure [11][12] Group 7 - Longsys launches the Ling·Trend mobile SSD, featuring magnetic attachment and a 20Gbps interface, available in three capacities: 1024GB, 2048GB, and 4096GB [13] Group 8 - Sapphire calls on AMD and other GPU manufacturers to provide chips and memory, seeking greater design freedom, a situation that also applies to NVIDIA's board partners [14] Group 9 - The BAIC Arcfox Alpha S (L3 version) is confirmed to use Huawei's QianKun intelligent driving ADS system, as part of the first batch of L3 conditional autonomous driving models approved in China [15] Group 10 - Microsoft announces that Windows Server 2025 will natively support NVMe storage, resulting in an approximately 80% increase in IOPS performance [16]

技术突破让信创办公软件具备市场竞争力，政策与市场的双重推力正加速其落地渗透。李艳表示，未来 三年，随着人工智能与信创深度融合，办公软件将成为数字经济安全发展的重要支撑。责任编辑：孙莹 相关稿件： 当前，信创产业已进入"政策+技术+市场"三重驱动的深化阶段。市场端成本压力持续传导，技术突破 则成为打通落地堵点的核心支撑。李艳强调："构建自主可控的办公生态已不是选择题，而是保障数字 安全与降本增效的必然要求。" 核心技术实现全球领跑，筑牢了信创技术的根基。大会案例显示，北京金山办公软件股份有限公司旗下 WPS 365通过灵犀企业版、团队空间、"轻舟"引擎等人工智能核心产品，构建起覆盖全球主流平台的人 工智能协同办公平台。李艳表示，文档智能解析是办公数据流转的核心入口，这一技术突破不仅打破国 外垄断，更标志着国产办公软件从"可用"向"好用"的质变。其与国密算法、零信任架构等安全技术融 合，正构建"智能+安全"的信创技术体系，为金融、能源等关键行业升级提供可行路径。 李艳分析认为，当前信创办公推进呈现阶梯式发展特征，中小企业受成本驱动率先完成基础替换，大型 企业则依托人工智能能力与信创适配深化应用。据预测，2025年 ...

Core Viewpoint - Chengmai Technology has been awarded the "2025 Information Technology Excellence Competitive Listed Company" at the 14th China Listed Companies Summit, reflecting strong market confidence in the long-term value of the information innovation industry [1][5] Industry Overview - The information innovation industry is entering a trillion-level market space, presenting a historic opportunity for companies like Chengmai Technology [3] - Chengmai Technology has adopted a differentiated market strategy, focusing on the specific needs and core pain points of various industries [3] Product Matrix and Applications - Chengmai Technology has launched a comprehensive product matrix covering key areas, specifically targeting core application scenarios such as government, education, and healthcare [3] - In the government sector, Chengmai's products are recognized for their technical capabilities and reliability, with successful implementations in national conferences and government information construction [3] Education Sector Engagement - The education sector is seen as a foundation for the information innovation industry, and Chengmai Technology aims to lead in the cultivation of digital talent [4] - The company has integrated resources in software, AI applications, and open-source ecosystems to develop comprehensive talent training solutions for higher education and vocational institutions [4] Healthcare Sector Innovations - The healthcare sector is a critical battlefield for the application of information innovation technologies, with high technical barriers and compliance requirements [4] - Chengmai Technology has developed a full-process traceability platform for fentanyl drugs, utilizing IoT and blockchain technologies to enhance safety and compliance in drug management [4] Strategic Positioning - Chengmai Technology's recognition in the reputation rankings is a result of its commitment to independent R&D and deep industry application [5] - The company is steadily progressing towards becoming a globally influential core enterprise in basic software and ecosystem construction, contributing significantly to the safety and high-quality development of China's digital economy [5]