怀揣着"以数据韧性赋能企业业务稳定"这一坚定信念的胡军擎，已将英方软件打造为一家上市公司。公司完成了容灾、备份、大数据、云数据管理四大产品 系列的构建，可精准匹配各类应用场景和需求。 英方软件容灾产品可广泛支持证券公司交易系统、医院LIS系统（实验室信息管理系统）、制造企业MES系统（制造执行系统）等各类应用和数据库的容灾 高可用保护，实现颗粒度达到微秒级的任意时间点恢复。 ◎记者 郑维汉 服务器突发故障，存储数据掉线，用户无法访问服务器，企业业务陷入停摆……这样的"数据危机"并非危言耸听，而是现实中屡次发生的悲剧，有的企业甚 至因此遭遇灭顶之灾。 2025年11月8日，大洋彼岸的美国银行遭遇技术故障，日常交易等多项服务因此停滞；之后一个交易日，在大洋此岸，科创板公司英方软件的股价上涨超 14%。这是因为英方软件不为人所熟知的"容灾"主业被看到了巨大价值，而银行正是英方软件灾备系统守护的重要对象。 作为A股第一家提供数据复制与灾备相关软硬件的上市公司，英方软件的服务范围已覆盖全世界6000余家机构客户。公司创建后，董事长兼总经理胡军擎带 领全体英方人逢山开路、遇水架桥，接连翻越"研发""市场"与"信任"三座" ...

浦江蜿蜒，润泽上海多个产业园区；浪涛汹涌，击打出创新的节拍；货轮远航，驶向广阔的国际市 场……"十五五"规划建议擘画出未来五年的战略蓝图，一批上海科创公司为国担当、勇为尖兵，瞄准创 新与国际化"双线突围"，谋篇布局高质量发展。 硬核创新是扎根本土的底气。上海完善的科创生态，为企业攻坚"卡脖子"技术提供了肥沃土壤。乘着上 海支持创新创业的东风，80后的大学生创业者谢应波带领泰坦科技，在科学服务行业闯出一条国产化之 路；从生物材料到生物制造，凯赛生物手握颠覆性创新技术，大胆挺进合成生物产业蓝海；面对"数据 危机"带来的挑战，英方软件接连翻越研发、市场与信任"三座山"，以硬实力打造数据"保险栓"；20年 精耕细作，从3G到6G，创远信科不断夯实通信测试技术底座，用"工业之尺"刻画着产业新高度。 开放布局是链接全球的桥梁。依托上海国际科创中心的优势，科创企业家不约而同将未来五年的发展目 光投向国际市场。凯赛生物董事长刘修才说，公司要成为世界生物制造产业的开拓者，并培养中国生物 制造的同路人。在泰坦科技的"征途墙"上，董事长谢应波为"十五五"之路贴上了一个新的关键词 ——"出海"。面对海外客户对中国基础软件的偏见，英方 ...

Core Insights - The company has a strong focus on data replication, disaster recovery, and data management, leveraging its proprietary software technology system [1] - The company collaborates with major domestic manufacturers like Huawei and Zhongke Longxin to develop integrated disaster recovery solutions and data protection solutions for critical industries [1] - The company's main business direction remains centered on software-based data replication and resilience solutions, with future evaluations on hardware collaboration based on market demand [1] Company Strategy - The core competitive advantage lies in the company's self-controllable software technology, which includes dynamic file replication, database replication, and continuous data protection (CDP) algorithms [1] - The development strategy emphasizes "software-defined, ecological collaboration," aiming to meet the needs for autonomy, security, and high reliability in sectors such as finance, government, and energy [1] - The company will assess the potential for enhancing overall solution performance and cost competitiveness in the hardware sector through ecological cooperation and joint research and development [1]

Group 1 - The "Great Beauty" Act, signed by Trump on July 4, 2023, will lead to further fiscal easing in the U.S., providing short-term support for economic growth but potentially causing secondary inflation risks and delaying Fed rate cuts, raising concerns about U.S. fiscal sustainability [1][10][12] - The final version of the "Great Beauty" Act has a larger deficit compared to the House version, with changes including the removal of Clause 899, an increase in the federal debt ceiling, and tightened conditions for Medicaid eligibility [1][10] - The Act is expected to have significant long-term effects across various industries, providing tax and subsidy advantages to traditional energy, manufacturing, real estate, military, and agriculture sectors while cutting benefits for clean energy, electric vehicles, healthcare, and food sectors [10][11] Group 2 - The Act will allow for the resumption of oil and gas leasing auctions on public lands and waters, and it maintains policies for real estate companies to fully deduct property improvement costs [11] - A budget of approximately $150 billion will be allocated over the next five years for large military projects, including shipbuilding and missile defense systems [11] - The semiconductor industry will see an increase in tax credits from 25% to 35% for new factories built in the U.S., with projects needing to commence by the end of 2026 [11] Group 3 - The "Great Beauty" Act represents a significant expansion of U.S. fiscal policy, which may require rate cuts to support this expansion amid high deficits and debt concerns [12][15] - The current fiscal expansion differs from previous cycles due to unexpected fiscal growth, changes in economic fundamentals, tariff uncertainties, and cracks in dollar credit [12][15] - The narrative around major asset classes is expected to fluctuate between "economic weakness," "data resilience," and "fiscal risk," impacting pricing for U.S. Treasuries, equities, the dollar, gold, and oil [15]