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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>央国企AI一张图 - 深度投研报告</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link href="https://fonts.googleapis.com/css2?family=Space+Grotesk:wght@300;400;500;700&display=swap" rel="stylesheet">
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</head>
<body class="min-h-screen">
<!-- Background Glows -->
<div class="glow-effect" style="top: 5%; left: 10%; width: 500px; height: 500px; background: var(--glow-color-1);"></div>
<div class="glow-effect" style="bottom: 5%; right: 10%; width: 500px; height: 500px; background: var(--glow-color-2);"></div>
<main class="relative z-10 container mx-auto p-4 md:p-8 space-y-12">
<!-- Header -->
<header class="text-center py-8">
<h1 class="section-title text-4xl md:text-6xl">央国企AI一张图</h1>
<p class="mt-4 text-lg text-slate-400">深度投研报告</p>
<p class="mt-2 text-sm text-slate-500">北京价值前沿科技有限公司 AI投研agent“价小前投研” 进行投研呈现<br>本报告为AI合成数据投资需谨慎。</p>
</header>
<!-- Insight Section -->
<section id="insight" class="space-y-8">
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">0. 概念事件:政策引爆,市场具象化</h2>
<div class="content-text">
<p>“央国企AI一张图”概念的形成源于一个由政策顶层设计引爆市场快速解读并具象化的过程。其核心催化事件为 **2025年2月19日国务院国资委召开的“AI赋能产业焕新”中央企业人工智能专题推进会**。会议将AI发展提升至国家战略和央企核心任务的高度明确要求央企“把加快发展新一代人工智能摆在更加突出的位置”并提出三大核心任务掌握“根技术”、夯实算力基座、强化深度赋能。随后市场迅速发酵券商密集解读最终“国央企AI一张图”的标签出现标志着该概念的正式形成与扩散。</p>
</div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">1. 核心观点摘要</h2>
<div class="content-text">
<p>“央国企AI”概念本质上是 **国家意志驱动下的AI产业新范式**其核心驱动力源于政策顶层设计旨在构建自主可控的“主权AI”体系。当前该概念正处于从 **政策宣导期向基础设施建设和场景落地初期过渡** 的关键阶段,其长期潜力在于央国企独有的 **数据禀赋和庞大应用场景** 的价值释放。</p>
</div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">2. 核心逻辑与市场认知分析</h2>
<div class="content-text">
<h4>核心驱动力:</h4>
<ul>
<li><strong>政策顶层驱动与国家安全诉求</strong>最根本的驱动力旨在建设自主可控的“主权AI”保障产业和经济安全。</li>
<li><strong>数据要素禀赋</strong>:央国企掌握能源、电力、通信、金融等国民经济命脉行业最核心、最全面的高质量数据,是训练行业大模型的关键“燃料”。</li>
<li><strong>应用场景的内生优势</strong>央国企自身即为AI技术最庞大、多样化的应用场景。10家央企承诺开放场景更是意图牵引和带动整个国产AI产业链。</li>
</ul>
<h4>市场热度与情绪:</h4>
<p>当前市场关注度极高,整体情绪乐观。国资委会议后,相关研报和路演密集发布,迅速形成传播标签。资金对相关概念股的正面反应强烈,表明对这一逻辑的高度认可。</p>
<h4>预期差分析:</h4>
<ul>
<li><strong>潜在向上预期差</strong>:市场可能低估了“央企作为数据一级开发商”的长期价值。未来,央企可能成为高价值行业数据集的提供者和数据服务商,开辟全新商业模式,这部分估值尚未被充分挖掘。</li>
<li><strong>潜在向下预期差</strong>市场可能高估了央国企AI商业化的速度和效率。决策流程、组织架构可能与快速迭代的AI产业不完全匹配业绩兑现可能慢于预期。</li>
</ul>
</div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">3. 关键催化剂与未来发展路径</h2>
<div class="content-text">
<h4>近期催化剂 (未来3-6个月)</h4>
<ul>
<li><strong>央企智能算力中心招标落地</strong>头部央企大规模国产AI服务器或芯片集采公告将是硬核催化剂。</li>
<li><strong>“AI+”专项行动具体方案发布</strong>:明确重点投资领域和受益公司。</li>
<li><strong>央企行业大模型发布与备案</strong>:标志着应用层进入实质性发展阶段。</li>
</ul>
<h4>长期发展路径</h4>
<ul>
<li><strong>第一阶段 (当前-2026年):基础设施建设期</strong>。核心是“夯实算力基座”投资重点在上游的AI芯片、服务器、数据中心。</li>
<li><strong>第二阶段 (2026-2028年):应用深度赋能期</strong>。训练和部署垂直行业大模型,投资重点转向中游的解决方案提供商和下游的应用软件公司。</li>
<li><strong>第三阶段 (2028年以后):生态外溢与价值变现期</strong>。AI能力和数据集向全社会开放服务通过数据交易、模型服务等方式实现商业化变现。</li>
</ul>
</div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">4. 产业链核心企业图谱</h2>
<div id="echarts-sunburst" style="width: 100%; height: 600px;"></div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">5. 潜在风险与挑战</h2>
<div class="content-text">
<ul>
<li><strong>技术风险</strong>国产AI芯片性能、生态成熟度与国际顶尖水平仍有差距可能成为发展瓶颈。</li>
<li><strong>商业化风险</strong>央国企项目初期可能更侧重战略意义而非经济效益投入产出比ROI可能低于市场化项目。</li>
<li><strong>政策与竞争风险</strong>:若项目推进不及预期或出现数据安全问题,可能引发更严监管。同时面临头部互联网公司的竞争。</li>
<li><strong>信息交叉验证风险</strong>:大部分信息源观点集中,可能导致市场形成过于一致的乐观预期,而忽略执行层面的潜在困难。</li>
</ul>
</div>
</div>
<div class="glass-card p-6 md:p-8">
<h2 class="sub-title mb-6">6. 综合结论与投资启示</h2>
<div class="content-text">
<h4>综合看法:</h4>
<p>该概念已 **从纯粹的主题炒作阶段,进入由政策订单驱动的基本面验证初期**。未来1-2年基本面能否持续兑现将是决定概念能否走出持续性行情的关键。</p>
<h4>最具投资价值的细分环节:</h4>
<ol class="list-decimal list-inside space-y-2">
<li><strong>确定性最高的环节AI算力基础设施</strong>。这是国家意志下投资确定性最高的“新基建”尤其是国产化程度高的服务器、AI芯片及核心国资云服务商。</li>
<li><strong>最具弹性的环节:拥有高质量数据的垂直行业应用</strong>。能将自身核心数据与AI技术深度结合解决行业痛点的企业将迎来价值重估重点关注能源电力、工业制造、传媒等领域龙头。</li>
</ol>
<h4>需重点跟踪和验证的关键指标:</h4>
<ul>
<li><strong>上游(算力)</strong>头部央企AI算力资本开支计划国产AI服务器出货量及市占率。</li>
<li><strong>中下游(应用)</strong>相关公司AI业务新增合同金额、订单收入比AI应用带来的毛利率或运营效率改善数据。</li>
<li><strong>数据要素</strong>:央国企挂牌的数据产品交易额和活跃度。</li>
</ul>
</div>
</div>
</section>
<!-- Supporting Data Section -->
<section id="supporting-data" class="space-y-8" x-data="{ tab: 'news' }">
<h2 class="section-title text-center">核心数据支撑</h2>
<div class="tabs tabs-boxed justify-center glass-card p-2 w-fit mx-auto">
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻速递</a>
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshows' }" @click.prevent="tab = 'roadshows'">路演纪要</a>
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'reports' }" @click.prevent="tab = 'reports'">研报精粹</a>
</div>
<!-- News Data -->
<div x-show="tab === 'news'" class="space-y-4">
<div class="glass-card bento-card p-6">
<h3 class="font-bold text-lg text-cyan-400">直接相关信息</h3>
<p class="text-slate-400 mt-2">新闻直接提及“国央企AI一张图”表明存在相关图谱或内容形式包含产业链、文字图片等。</p>
<ul class="list-disc list-inside mt-4 space-y-1 text-slate-300">
<li>国央企AI一张图 (2025-02-23)</li>
<li>国央企AI一张图#产业链图谱 (2025-02-23)</li>
<li>国央企AI一张图#文字图片信息 (2025-02-23)</li>
</ul>
</div>
<div class="glass-card bento-card p-6">
<h3 class="font-bold text-lg text-fuchsia-400">潜在相关信息央国企AI全面加速 (长江计算机)</h3>
<div class="collapse collapse-arrow bg-transparent">
<input type="checkbox" />
<div class="collapse-title font-medium">点击展开/收起详细内容</div>
<div class="collapse-content text-slate-400 space-y-2">
<p><strong>政策信号:</strong> 2月19日国资委召开中央企业“AI+”专项行动深化部署会强调掌握“根技术”夯实算力基座“十五五”规划将AI作为重点。</p>
<p><strong>行业动态:</strong> 2月以来多家电力央企国家能源集团、国家电网等先后接入DSDS代码库开源有望加速电力行业智能化升级。</p>
<p><strong>重点公司 (国网信通)</strong> 定位国网体系内电力数智化核心企业。AI方面公司在大模型、智能体、计算机视觉等领域有技术储备面向设备缺陷识别、现场作业安全管控等场景规划应用。</p>
</div>
</div>
</div>
</div>
<!-- Roadshows Data -->
<div x-show="tab === 'roadshows'" class="bento-grid">
<div class="glass-card bento-card p-6 md:col-span-2">
<h3 class="font-bold text-lg text-cyan-400">东方证券 | AI与资产注入驱动计算机、传媒央国企行情</h3>
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-03-19</p>
<p class="text-slate-400">提供了最全面的央国企AI布局信息。</p>
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
<li><strong>核心领域:</strong> AI、网络安全、云计算、信创。</li>
<li><strong>AI与算力</strong> 聚焦政务、金融等垂直模型;中科曙光、云赛智联等建设国家级和地方算力基础设施。</li>
<li><strong>数据要素角色:</strong> 央国企扮演数据“一级开发商”和“二级应用”角色。</li>
<li><strong>传媒应用:</strong> AI赋能内容生产如芒果超媒 (AIGC+长视频)、上海电影 (AI+动画)。</li>
</ul>
</div>
<div class="glass-card bento-card p-6">
<h3 class="font-bold text-lg text-cyan-400">长江计算机 | 从央国企AI推进看投资机会</h3>
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-02-22</p>
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
<li><strong>国家级战略:</strong> 国资委“AI赋能产业焕新”会议是核心事件。</li>
<li><strong>核心任务:</strong> 央国企负责算力建设,并主动向社会开放应用场景。</li>
<li><strong>市场驱动:</strong> 国企加大算力投资,推动应用落地(教育、风控等)。</li>
</ul>
</div>
<div class="glass-card bento-card p-6">
<h3 class="font-bold text-lg text-cyan-400">浙商证券 | AI算力全球共振央国企价值上行</h3>
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-02-25</p>
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
<li><strong>主权AI概念</strong> 强调国家需自主算力强化央企在AI基础设施建设、数据集采集中的角色。</li>
<li><strong>核心企业:</strong> 中字头服务器厂商(浪潮信息)、中国通信服务(技术服务)、海康威视(视频大模型)。</li>
</ul>
</div>
</div>
<!-- Reports Data -->
<div x-show="tab === 'reports'" class="bento-grid">
<div class="glass-card bento-card p-6 md:col-span-2">
<h3 class="font-bold text-lg text-cyan-400">宏观政策与顶层设计</h3>
<p class="text-sm text-slate-500 mb-2">来源: 多份研报 (2024-02-22至2024-03-18)</p>
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
<li><strong>核心事件:</strong> 2024年2月19日国资委“AI赋能产业焕新”专题推进会。</li>
<li><strong>战略定位:</strong> 将发展AI纳入全局工作打造“国家队”AI生态体系。</li>
<li><strong>专项行动:</strong> 开展AI+专项行动,实现大模型赋能产业生态。</li>
<li><strong>开放倡议:</strong> 10家中央企业签订倡议书主动向社会开放AI应用场景。</li>
</ul>
</div>
<div class="glass-card bento-card p-6">
<h3 class="font-bold text-lg text-cyan-400">核心任务与关键举措</h3>
<p class="text-sm text-slate-500 mb-2">来源: 多份研报</p>
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
<li><strong>夯实基础底座:</strong> 加快建设一批智能算力中心。</li>
<li><strong>构建赋能生态:</strong> 构建一批产业多模态优质数据集。</li>
<li><strong>协同创新:</strong> 发挥跨央企协同创新平台作用。</li>
</ul>
</div>
<div class="glass-card bento-card p-6 md:col-span-3">
<h3 class="font-bold text-lg text-fuchsia-400">重点行业应用案例与布局</h3>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-4 text-slate-300">
<div>
<h4 class="font-semibold text-white">出版行业</h4>
<p class="text-sm">高质量内容资源可作AI训练语料 (中国科传)。AI赋能翻译、设计、营销。南方传媒、中南传媒等布局数字化教育产品。</p>
</div>
<div>
<h4 class="font-semibold text-white">影视行业</h4>
<p class="text-sm">AI文生视频降低制作成本。上海电影探索“AI+动画”芒果超媒自研AIGC HUB平台并推出“芒果垂类大模型”。</p>
</div>
<div>
<h4 class="font-semibold text-white">广电行业</h4>
<p class="text-sm">AI与IPTV业务深度融合。海看股份拥有AI内容审核与推荐系统天威视讯建设数据中心探索算力租赁。</p>
</div>
</div>
</div>
</div>
</section>
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<h2 class="section-title text-center">相关概念股票池</h2>
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<thead>
<tr>
<th class="p-4">主要逻辑</th>
<th class="p-4">股票名称</th>
<th class="p-4">股票代码</th>
<th class="p-4">细分标签</th>
</tr>
</thead>
<tbody id="stock-table-body">
<!-- JS will populate this -->
</tbody>
</table>
</div>
</section>
<footer class="text-center py-8">
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</footer>
</main>
<script>
const stockData = {
"央国企AI一张图(250224)": {
"0AE8D98F-1600-44EB-B08E-ABC8AD354EDD.jpg": [{
"stock": "中国移动",
"reason": "国资云",
"其他标签": "央企国资云",
"stock_code": "600941"
}, {
"stock": "中国联通",
"reason": "国资云",
"其他标签": "央企国资云",
"stock_code": "600050"
}, {
"stock": "中国电信",
"reason": "国资云",
"其他标签": "央企国资云",
"stock_code": "601728"
}, {
"stock": "太极股份",
"reason": "国资云",
"其他标签": "央企国资云",
"stock_code": "002368"
}, {
"stock": "易华录",
"reason": "国资云",
"其他标签": "央企国资云",
"stock_code": "300212"
}, {
"stock": "深桑达",
"reason": "国资云",
"其他标签": "央企国资云"
}, {
"stock": "铜牛信息",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "300895"
}, {
"stock": "广电运通",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "002152"
}, {
"stock": "云赛智联",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "600602"
}, {
"stock": "杭钢股份",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "600126"
}, {
"stock": "英飞拓",
"reason": "国资云",
"其他标签": "地方国资云"
}, {
"stock": "浪潮信息",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "000977"
}, {
"stock": "国投智能",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "300188"
}, {
"stock": "南天信息",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "000948"
}, {
"stock": "美利云",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "000815"
}, {
"stock": "湘邮科技",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "600476"
}, {
"stock": "川网传媒",
"reason": "国资云",
"其他标签": "地方国资云",
"stock_code": "300987"
}, {
"stock": "国投智能",
"reason": "政务+AI",
"其他标签": "公安",
"stock_code": "300188"
}, {
"stock": "拓尔思",
"reason": "政务+AI",
"其他标签": "公安",
"stock_code": "300229"
}, {
"stock": "税友股份",
"reason": "政务+AI",
"其他标签": "税务",
"stock_code": "603171"
}, {
"stock": "金财互联",
"reason": "政务+AI",
"其他标签": "税务",
"stock_code": "002530"
}, {
"stock": "中科江南",
"reason": "政务+AI",
"其他标签": "财务",
"stock_code": "301153"
}, {
"stock": "博思软件",
"reason": "政务+AI",
"其他标签": "财务",
"stock_code": "300525"
}, {
"stock": "久其软件",
"reason": "政务+AI",
"其他标签": "财务",
"stock_code": "002279"
}, {
"stock": "华宇软件",
"reason": "政务+AI",
"其他标签": "法律",
"stock_code": "300271"
}, {
"stock": "通达海",
"reason": "政务+AI",
"其他标签": "法律",
"stock_code": "301378"
}, {
"stock": "金桥信息",
"reason": "政务+AI",
"其他标签": "法律",
"stock_code": "603918"
}, {
"stock": "榕基软件",
"reason": "政务+AI",
"其他标签": "法律",
"stock_code": "002474"
}, {
"stock": "新点软件",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "688232"
}, {
"stock": "数字政通",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "300075"
}, {
"stock": "南威软件",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "603636"
}, {
"stock": "广电运通",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "002152"
}, {
"stock": "山大地纬",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "688579"
}, {
"stock": "电科数字",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "600850"
}, {
"stock": "云赛智联",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "600602"
}, {
"stock": "久远银海",
"reason": "政务+AI",
"其他标签": "城市管理",
"stock_code": "002777"
}, {
"stock": "佳都科技",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "600728"
}, {
"stock": "信息发展",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "300469"
}, {
"stock": "广电运通",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "002152"
}, {
"stock": "通行宝",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "301339"
}, {
"stock": "千方科技",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "002373"
}, {
"stock": "东软集团",
"reason": "政务+AI",
"其他标签": "交通",
"stock_code": "600718"
}, {
"stock": "海康威视",
"reason": "政务+AI",
"其他标签": "安防",
"stock_code": "002415"
}, {
"stock": "大华股份",
"reason": "政务+AI",
"其他标签": "安防",
"stock_code": "002236"
}, {
"stock": "千方科技",
"reason": "政务+AI",
"其他标签": "安防",
"stock_code": "002373"
}, {
"stock": "莱斯信息",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "688631"
}, {
"stock": "中科星图",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "688568"
}, {
"stock": "航天软件",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "688562"
}, {
"stock": "正元地信",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "688509"
}, {
"stock": "萤石网络",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "688475"
}, {
"stock": "中科曙光",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "603019"
}, {
"stock": "电科数字",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600850"
}, {
"stock": "宝信软件",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600845"
}, {
"stock": "中国软件",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600536"
}, {
"stock": "湘邮科技",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600476"
}, {
"stock": "航天信息",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600271"
}, {
"stock": "国网信通",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600131"
}, {
"stock": "同方股份",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "600100"
}, {
"stock": "华大九天",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "301269"
}, {
"stock": "中船汉光",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300847"
}, {
"stock": "中科信息",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300678"
}, {
"stock": "辰安科技",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300523"
}, {
"stock": "航天智装",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300455"
}, {
"stock": "易华录",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300212"
}, {
"stock": "国投智能",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "300188"
}, {
"stock": "久远银海",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002777"
}, {
"stock": "启明星辰",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002439"
}, {
"stock": "海康威视",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002415"
}, {
"stock": "中远海科",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002401"
}, {
"stock": "太极股份",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002368"
}, {
"stock": "电科网安",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002268"
}, {
"stock": "启明信息",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002232"
}, {
"stock": "远光软件",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "002063"
}, {
"stock": "美利云",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "000815"
}, {
"stock": "国新健康",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "000503"
}, {
"stock": "中国长城",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "000066"
}, {
"stock": "中科软",
"reason": "央国企",
"其他标签": "央企",
"stock_code": "603927"
}, {
"stock": "新点软件",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "688232"
}, {
"stock": "麦迪科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "603990"
}, {
"stock": "浪潮软件",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "600756"
}, {
"stock": "云赛智联",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "600602"
}, {
"stock": "博通股份",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "600455"
}, {
"stock": "退市卓朗",
"reason": "央国企",
"其他标签": "地方国企"
}, {
"stock": "通行宝",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "301339"
}, {
"stock": "中科江南",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "301153"
}, {
"stock": "铜牛信息",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300895"
}, {
"stock": "数字认证",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300579"
}, {
"stock": "神思电子",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300479"
}, {
"stock": "天利科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300399"
}, {
"stock": "荣科科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300290"
}, {
"stock": "海联讯",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300277"
}, {
"stock": "中威电子",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300270"
}, {
"stock": "朗科科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300042"
}, {
"stock": "中新赛克",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "002912"
}, {
"stock": "荣联科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "002642"
}, {
"stock": "广电运通",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "002152"
}, {
"stock": "浪潮信息",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "000977"
}, {
"stock": "南天信息",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "000948"
}, {
"stock": "云鼎科技",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "000409"
}, {
"stock": "常山北明",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "000158"
}, {
"stock": "科创信息",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "300730"
}, {
"stock": "科大讯飞",
"reason": "央国企",
"其他标签": "地方国企",
"stock_code": "002230"
}]
}
};
document.addEventListener('DOMContentLoaded', function () {
// Populate Stock Table
const stocks = stockData["央国企AI一张图(250224)"]["0AE8D98F-1600-44EB-B08E-ABC8AD354EDD.jpg"];
const groupedStocks = stocks.reduce((acc, stock) => {
const key = stock.reason;
if (!acc[key]) {
acc[key] = [];
}
acc[key].push(stock);
return acc;
}, {});
const tableBody = document.getElementById('stock-table-body');
let html = '';
for (const reason in groupedStocks) {
const items = groupedStocks[reason];
items.forEach((item, index) => {
html += `<tr class="border-b border-slate-700">`;
if (index === 0) {
html += `<td class="p-4 align-top font-semibold text-fuchsia-400" rowspan="${items.length}">${reason}</td>`;
}
html += `<td class="p-4 font-medium text-white">${item.stock}</td>`;
html += `<td class="p-4 text-slate-400">`;
if (item.stock_code) {
html += `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="hover:text-cyan-400 transition-colors">${item.stock_code}</a>`;
} else {
html += `N/A`;
}
html += `</td>`;
html += `<td class="p-4 text-slate-400">${item['其他标签'] || ''}</td>`;
html += `</tr>`;
});
}
tableBody.innerHTML = html;
// ECharts Sunburst Initialization
var chartDom = document.getElementById('echarts-sunburst');
var myChart = echarts.init(chartDom, 'dark', { renderer: 'svg' });
var option;
const echartsData = [
{
name: '上游AI基础设施',
children: [
{ name: 'AI芯片', value: 2, children: [{name: '中国长城'}, {name: '华大九天'}] },
{ name: 'AI服务器', value: 2, children: [{name: '浪潮信息'}, {name: '中科曙光'}] },
{ name: '国资云', value: 4, children: [{name: '中国移动'}, {name: '中国电信'}, {name: '太极股份'}, {name: '云赛智联'}] },
]
},
{
name: '中游AI平台与数据',
children: [
{ name: '大模型/算法', value: 3, children: [{name: '科大讯飞'}, {name: '拓尔思'}, {name: '海康威视'}] },
{ name: '数据要素', value: 3, children: [{name: '易华录'}, {name: '久远银海'}, {name: '中国出版'}] }
]
},
{
name: '下游AI应用与解决方案',
children: [
{ name: '政务AI', value: 2, children: [{name: '太极股份'}, {name: '数字政通'}] },
{ name: '能源AI', value: 2, children: [{name: '国网信通'}, {name: '远光软件'}] },
{ name: '工业/制造AI', value: 2, children: [{name: '宝信软件'}, {name: '中科信息'}] },
{ name: '传媒AI', value: 3, children: [{name: '芒果超媒'}, {name: '上海电影'}, {name: '中国科传'}] },
{ name: '金融AI', value: 2, children: [{name: '广电运通'}, {name: '南天信息'}] }
]
}
];
option = {
backgroundColor: 'transparent',
series: {
type: 'sunburst',
data: echartsData,
radius: [0, '95%'],
sort: undefined,
emphasis: {
focus: 'ancestor'
},
levels: [
{},
{ // 上中下游
r0: '15%', r: '35%',
itemStyle: { borderWidth: 2, borderColor: '#1f2937' },
label: { rotate: 'tangential', fontSize: 14, color: '#e5e7eb' }
},
{ // 二级分类
r0: '35%', r: '70%',
label: { align: 'right', fontSize: 12 },
itemStyle: { borderWidth: 2, borderColor: '#1f2937' }
},
{ // 公司
r0: '70%', r: '72%',
label: { position: 'outside', padding: 3, silent: false },
itemStyle: { borderWidth: 3 }
}
]
}
};
myChart.setOption(option);
window.addEventListener('resize', myChart.resize);
});
</script>
</body>
</html>