工业软件国产化替代

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石化工程软件国产化替代正在加速
Zhong Guo Hua Gong Bao· 2025-09-24 12:12
"工程建设行业的数字化、智能化转型,不仅是培育新质生产力的重要路径,也是实现高质量发展的必 然要求。业内需加快技术融合与生态构建,以数据驱动全链贯通,以人工智能深度赋能工程实践,为行 业转型注入持续动力。"中国建筑科学研究院有限公司党委副书记、总经理樊金龙说。 业界提出共建自主生态 中化新网讯 9月16日,工程数字化大会2025在北京举行。与会专家认为,工业软件国产化替代正在加速 进行,已经实现"从无到有",正在探索"从有到优",包括石油和化工工程业在内的各方要打好基础软件 国产化攻坚战,提升其国产化替代水平和应用规模。 "工业软件对保障产业链供应链安全、构建国家竞争新优势具有重大战略意义。"国务院国资委规划发展 局有关负责同志表示,应提高政治站位,扎实推进国产工业软件替代与能力提升。同时,还要加强生态 建设,搭建供需交流平台,推动场景开放与平台共享,为发展新质生产力、服务国家战略做出更大贡 献。 中国天辰工程有限公司数智室主任周峰表示,BIMBasePlant可满足部分三维场景的设计需求,面向石化 行业的设计功能完整度较高,基本达到国外同类软件水平。 "我们已与生态伙伴联合发布可应用于石化等领域的十余款软件 ...
鼎捷数智(300378):深耕制造业数智化数十年,拥抱AI构筑第二增长曲线
Hua Yuan Zheng Quan· 2025-07-25 05:01
Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage in the market [4][7]. Core Views - The company has been deeply engaged in the digital transformation of the manufacturing industry for over 40 years and is now embracing AI to build a second growth curve [13]. - The company is expected to see stable revenue and profit growth, particularly from 2025 onwards, as industrial economic transformation and demand recovery in manufacturing sectors take place [6][9]. - The company is well-positioned to benefit from the ongoing trend of domestic software replacement, with strong customer loyalty and high barriers to entry [9][34]. - The company is actively promoting AI applications across various manufacturing sectors, which is anticipated to generate additional revenue and open new growth avenues [9][45]. Financial Summary - Revenue projections for the company are as follows: - 2023: 2,228 million RMB - 2024: 2,331 million RMB - 2025: 2,530 million RMB - 2026: 2,771 million RMB - 2027: 3,072 million RMB - The expected growth rates for revenue are 11.65% in 2023, 4.62% in 2024, and 8.56% in 2025 [5][51]. - The forecasted net profit attributable to the parent company for 2025-2027 is projected to be 206 million RMB, 281 million RMB, and 362 million RMB, respectively, with growth rates of 32.34%, 36.43%, and 28.70% [5][54]. Business Operations - The company has a diverse product matrix that provides comprehensive software and solutions for the entire production process, integrating AI for innovation [16][20]. - The company has established a strong presence in various manufacturing sectors, including equipment manufacturing, automotive parts, and electronics, with a significant market share in ERP, MES, and PLM solutions [13][41]. - The company is expanding its operations in Southeast Asia, with a focus on local talent and partnerships to enhance its market presence [22][27]. AI Integration - The company is leveraging its Athena platform to integrate AI applications across multiple scenarios, enhancing operational efficiency and customer engagement [45][49]. - AI applications are expected to contribute significantly to the company's revenue growth, with various tailored solutions being developed for specific industry needs [45][50].