信创板块集体飙涨，多股涨超10%！

财华社11-05

11月5日，信创概念股集体霸屏，其中，赢时胜（300377.SZ）涨20%，长亮科技（300348.SZ）涨近12%，银之杰（300085.SZ）涨超11%，安硕信息（300380.SZ）、恒生电子（600570.SH）、中国软件（600536.SH）、金山办公（688111.SH）、拓维信息（002261.SZ）、润和软件（300339.SZ）均大幅上涨。港股方面，中国软件国际（00354.HK...

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10%!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00354":1,"03888":1,"00268":1,"NVDA":0.6},"content_text":"11月5日，信创概念股集体霸屏，其中，赢时胜（300377.SZ）涨20%，长亮科技（300348.SZ）涨近12%，银之杰（300085.SZ）涨超11%，安硕信息（300380.SZ）、恒生电子（600570.SH）、中国软件（600536.SH）、金山办公（688111.SH）、拓维信息（002261.SZ）、润和软件（300339.SZ）均大幅上涨。港股方面，中国软件国际（00354.HK）、金蝶国际（00268.HK）、金山软件（03888.HK）亦大幅上涨。有市场人士指出，9月末以来的一系列重磅政策，送上流动性宽松“大礼包”，点燃了资本市场、尤其是科技股的反弹热情。其中，信创板块由于多年调整，个股跌幅普遍较大，机构配置比例亦较低，本轮反弹行情中，不少信创个股涨势如虹，连续走高，成为反弹的“急先锋”。信创板块的业绩表现不俗，也进一步提振资金做多的积极性。浙商证券最新研报观点指出，三季度部分基础软硬件公司业绩出现超预期增长，如麒麟信安（688152.SH）Q3收入增速219.19%，海光信息（688041.SH）Q3收入增速达到78.33%，达梦数据（688692.SH）Q3收入增速74.46%。该行强调，从二季度业绩总结看，信创赛道收入增速已回暖，同比增长达10.9%，且减亏明显。近年来，国内信创产业呈现稳健发展态势，2020年被视为信创产业“元年”，彼时我国信创产业进入全面推广阶段，在金融、电信、电力等关系国家民生的重要行业逐步实现信创产品和项目的实质性应用落地，至2024年，作为全面推广阶段的第四年，行业迎来了政策扶持和市场需求的双重提速，政府、行业的招标项目频繁落地，信创行业加速发展。此外，在超长期国债等潜在信创资金支持、安全可靠测评佐证品类替代能力的背景下，信创产业新一轮机遇涌现。有机构预计，2024至2026年我国信创市场增速分别达到15.49%/17.84%/26.82%。到2026年，预计我国信创行业市场规模将达到26559亿元。值得一提的是，今年7月份，“微软蓝屏”事件爆发，全球大量Windows用户出现电脑崩溃、显示蓝屏、无法重启等情况。故障严重影响、甚至瘫痪了全球重要行业的业务运作（如航司/机场、火车、广播公司、医院、金融机构、政府机构等），导致航班停飞、医疗程序取消/中断以及媒体停播等重大影响。本次事件被称为“史上最大规模IT宕机”，堪称千年虫事件的加强版。全球IT系统的崩溃，自然也让国内进一步意识到网络安全、国产操作系统、以及软件自主可控的重要性。其中，国盛证券表示，“微软蓝屏”事件进一步说明自主安全迫在眉睫。目前来看，从信创产业链各环节的国产化程度来看，上游还有较大提升空间，尤其是在CPU、存储设备、操作系统及中间件等细分环节，国产化不足10%。除此之外，还有“黎巴嫩传呼机爆炸”“英特尔产品风险”等海外信息安全事件频发，背后均凸显出IT供应链自主可控对国家安全的重要性，这也有望进一步强化客户对信创产品的采购意愿。对此有分析师认为，相关信创产业的投资机遇有望被资金挖掘，值得长期跟踪。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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