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新华三超融合发展历程
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所属报告：
紫光股份-深度报告：战略“四化”成长驱动长期竞争力迎重估-210730（55页）.pdf
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行业数据
2026-07-03
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华住-锦江、锦江-首旅、华住-首旅：相对RevPAR同比差对未来相对股价的IC（按期数k，三对×双口径）
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行业数据
2026-06-24
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华住与国内本土三大同业核心运营与盈利指标对比（2025年末）
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行业数据
2026-06-15
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中国三维视觉数字化市场手动式占比超50%
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行业数据
2026-04-22
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衡所华威近三年归母净利润（亿元）
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行业数据
2026-04-01
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2025年前三季度光通信业务营业收入已超2024年全年（百万元）
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行业数据
2026-03-24
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三季度后重庆基建投资增速反超全国平均水平
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行业数据
2026-03-05
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中国市场ASP提升空间较大、延锋与四大第三方龙头“一超多强”；海外市场为红海市场，四大龙头市占率极高（2024）
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竞争格局
2026-01-30
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2021年至今内蒙华电股价上涨超120%
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行业数据
2026-01-21
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图2、2025年三季度以来，A股制造业capex、在建工程、固定资产同比增速并未超趋势下行
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行业数据
2026-01-14
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2025年，二、三线城市二手房价格企稳率超
fCDln47luILnsbvliKsgfCAyMDI15bm05LyB56iz5q+U5L6LKCUpIHwKfCAtLS0gfCAtLS0gfAp8IOS4gOe6vyB8IDUwLjAgfAp8IOaWsOS4gOe6vyB8IDc1LjAgfAp8IOS6jOe6vyB8IDkwLjAgfAp8IOS4iee6vyB8IDk0LjEgfAoK6LWE5paZ5p2l5rqQ77yaV2luZO+8jOivmumAmuivgeWIuOeglOeptuaJgA==
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行业数据
2026-01-12
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三花电子膨胀阀市占率超50%
fCDlk4HniYwgICAgIHwg5biC5Y2g546HIHwKfC0tLS0tLS0tLS18LS0tLS0tLS18Cnwg5LiJ6IqxICAgICB8IDUwLjMlICB8Cnwg5LiN5LqM5bel5py6IHwgMTYuMSUgIHwKfCDnm77lrokgICAgIHwgMjYuNyUgIHwKfCDmgZLmo64gICAgIHwgMC4zJSAgIHwKfCDpua3lrqsgICAgIHwgMC4xJSAgIHwKfCDkuLnkvZvmlq8gICB8IDIuNyUgICB8Cnwg5Y2h5LmQICAgICB8IDMuNiUgICB8Cnwg5YW25LuWICAgICB8IDAuMyUgICB8CgrotYTmlpnmnaXmupDvvJrkuqfkuJrlnKjnur/vvIznlLPkuIflro/mupDnoJTnqbY=
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竞争格局
2025-12-31
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第三方预测，2025年防务雷达市场中机载和陆基雷达占比超60%
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行业数据
2025-12-23
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三分之一的Al高绩效企业将超20%的数字预算投入AI。
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行业数据
2025-12-19
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七载砥砺前行，新华三超融合持续创新。自 2013 年发布国产第一款超融合 UIS1.0 以来，UIS 已服务于全球 10000+在网项目，覆盖虚拟化、云计算、容灾备份、VDI、分支机构、混合云、边缘云、大数据、AI 等众多应用场景，广泛应用于政府、企业、教育、医疗卫生、金融、电力、交通等关乎国计民生的关键行业，并逐渐从客户边缘业务向核心业务渗透。2020 年，新华三推出面向未来的超融合创新架构 UIS7.0，是新一代首次实现中心边缘统一架构、首个实现前后端整体加速、首款融合云原生能力的超融合平台。
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紫光股份-深度报告：战略“四化”成长驱动长期竞争力迎重估-210730（55页）.pdf
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