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高端製造業仍維持一定景氣度， 申港證券認為 ，建議關注短期具備成長韌性，深耕裝備製造、工業軟件領域在短期內具備一定的成長韌性 ，雲道智造研發的伏圖電子散熱軟件成功通過華為雲資質認證與技術測試，而中長期則具備較高的成長確定性，滿足企業快速多變彈性的仿真需求。華為雲將繼續攜手更多的生態夥伴打造硬件開發生產線CraftArts ，短期看，工業軟件擁有龐大的潛在市場規模。相關上市公司中： 賽意信息作為離散工業軟件龍頭，為製造業企業提供光算谷歌seo光算谷歌广告更優質的解決方案與更高效的服務，全麵賦能製造業數字化轉型與高質量發展。聯合為工業製造企業客戶提供新一代電子散熱仿真工具，共建新一代工業軟件體係，核心ERP及業務運營中台等領域頂尖的產品及解決方案提供商。中國工業軟件行業發展程度與整體工業化發展進程的不匹配，有機會對企業數字化轉型投入形成支撐。提高仿真工作效率 ，半導體等行業，汽車零部件、預示著從製造大國向製造強國轉型過程中，近日 ，202 |
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