feat: 10.10线上最新代码提交

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zdl
2025-10-11 16:16:02 +08:00
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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>微软Azure云平台生态分析</title>
<!-- Bootstrap 5 CSS -->
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
<!-- Bootstrap Icons -->
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
<style>
:root {
--azure-blue: #0078D4;
--azure-light: #50B0E3;
--azure-dark: #005A9E;
}
body {
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
color: #333;
background-color: #f8f9fa;
}
.hero-section {
background: linear-gradient(135deg, var(--azure-blue), var(--azure-light));
color: white;
padding: 3rem 0;
margin-bottom: 2rem;
}
.card {
border: none;
border-radius: 10px;
box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
transition: transform 0.3s ease;
margin-bottom: 1.5rem;
}
.card:hover {
transform: translateY(-5px);
}
.card-header {
background-color: var(--azure-blue);
color: white;
border-radius: 10px 10px 0 0 !important;
font-weight: 600;
}
.table-container {
overflow-x: auto;
}
.table {
min-width: 100%;
}
.table thead th {
background-color: var(--azure-blue);
color: white;
position: sticky;
top: 0;
}
.badge {
font-size: 0.85em;
padding: 0.5em 0.75em;
}
.industry-tag {
display: inline-block;
padding: 0.25rem 0.5rem;
margin: 0.1rem;
border-radius: 4px;
font-size: 0.8rem;
background-color: #e9ecef;
}
.chain-section {
margin-top: 2rem;
}
.chain-card {
height: 100%;
}
.stat-card {
text-align: center;
padding: 1.5rem;
}
.stat-number {
font-size: 2.5rem;
font-weight: 700;
color: var(--azure-blue);
}
.footer {
background-color: #343a40;
color: white;
padding: 2rem 0;
margin-top: 3rem;
}
@media (max-width: 768px) {
.hero-section {
padding: 2rem 0;
}
.stat-number {
font-size: 2rem;
}
.table {
font-size: 0.85rem;
}
.table th, .table td {
padding: 0.5rem;
}
}
</style>
</head>
<body>
<!-- Hero Section -->
<div class="hero-section">
<div class="container">
<div class="row align-items-center">
<div class="col-md-8">
<h1 class="display-4 fw-bold">微软Azure云平台生态分析</h1>
<p class="lead">探索微软Azure云平台在中国市场的合作伙伴生态系统了解产业链布局与投资机会</p>
</div>
<div class="col-md-4 text-center">
<i class="bi bi-cloud" style="font-size: 8rem; opacity: 0.7;"></i>
</div>
</div>
</div>
</div>
<!-- Main Content -->
<div class="container mb-5">
<!-- Stats Section -->
<div class="row mb-4">
<div class="col-md-3 col-sm-6 mb-3">
<div class="card stat-card">
<div class="stat-number">35</div>
<div class="text-muted">合作伙伴企业</div>
</div>
</div>
<div class="col-md-3 col-sm-6 mb-3">
<div class="card stat-card">
<div class="stat-number">9</div>
<div class="text-muted">产业链分类</div>
</div>
</div>
<div class="col-md-3 col-sm-6 mb-3">
<div class="card stat-card">
<div class="stat-number">17</div>
<div class="text-muted">行业覆盖</div>
</div>
</div>
<div class="col-md-3 col-sm-6 mb-3">
<div class="card stat-card">
<div class="stat-number">6</div>
<div class="text-muted">核心合作伙伴</div>
</div>
</div>
</div>
<!-- Azure Overview -->
<div class="card mb-4">
<div class="card-header">
<h3 class="mb-0">微软Azure云平台概述</h3>
</div>
<div class="card-body">
<p>微软Azure云平台是全球领先的云计算服务提供商提供IaaS、PaaS和SaaS等全方位云服务。Azure在中国市场通过与本地合作伙伴的深度合作构建了完整的云生态系统包括基础设施、软件服务、AI应用等多个层面。</p>
<p>随着人工智能技术的快速发展Azure OpenAI服务的推出为国内企业提供了强大的AI能力支持众多合作伙伴基于Azure平台开发了行业解决方案共同推动数字化转型。</p>
</div>
</div>
<!-- Stock Data Table -->
<div class="card mb-4">
<div class="card-header">
<h3 class="mb-0">Azure生态系统合作伙伴股票数据</h3>
</div>
<div class="card-body">
<div class="table-container">
<table class="table table-striped table-hover">
<thead>
<tr>
<th>股票名称</th>
<th>行业</th>
<th>合作项目</th>
<th>分类</th>
<th>产业链</th>
<th>合作详情</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>浙大网新</strong></td>
<td><span class="badge bg-secondary">IT服务</span></td>
<td>微软Azure分销</td>
<td><span class="badge bg-primary">核心伙伴</span></td>
<td>分销服务</td>
<td>子公司新图灵是微软Azure的分销商业务体量较小</td>
</tr>
<tr>
<td><strong>奥比中光</strong></td>
<td><span class="badge bg-secondary">计算机视觉</span></td>
<td>3D ToF相机</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>硬件设备</td>
<td>与微软联合研发3D ToF相机Femto Mega</td>
</tr>
<tr>
<td><strong>云赛智联</strong></td>
<td><span class="badge bg-secondary">云计算</span></td>
<td>微软合作伙伴</td>
<td><span class="badge bg-primary">核心伙伴</span></td>
<td>云服务</td>
<td>与微软合作超20年获得微软全栈产品资质认证</td>
</tr>
<tr>
<td><strong>神州数码</strong></td>
<td><span class="badge bg-secondary">云计算</span></td>
<td>云服务平台</td>
<td><span class="badge bg-info">基础设施</span></td>
<td>云服务</td>
<td>云业务生态启动微软厂商试点完成神州数码云平台一期建设</td>
</tr>
<tr>
<td><strong>博彦科技</strong></td>
<td><span class="badge bg-secondary">软件服务</span></td>
<td>Azure OpenAI解决方案</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>解决方案</td>
<td>国内首个落地基于Azure OpenAI的办公自动化、智能机器人等场景产品</td>
</tr>
<tr>
<td><strong>软通动力</strong></td>
<td><span class="badge bg-secondary">IT服务</span></td>
<td>Azure ISV供应商</td>
<td><span class="badge bg-primary">核心伙伴</span></td>
<td>软件生态</td>
<td>微软Azure独立软件供应商ISV加入Azure全球生态体系</td>
</tr>
<tr>
<td><strong>南兴股份</strong></td>
<td><span class="badge bg-secondary">云计算</span></td>
<td>小鲸鱼智能助手</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>云服务</td>
<td>与微软联合开发小鲸鱼AI智能助手</td>
</tr>
<tr>
<td><strong>洲明科技</strong></td>
<td><span class="badge bg-secondary">数字显示</span></td>
<td>AI平台合作</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>智能硬件</td>
<td>数字人技术依托微软Azure平台</td>
</tr>
<tr>
<td><strong>汉得信息</strong></td>
<td><span class="badge bg-secondary">IT服务</span></td>
<td>Azure OpenAI合作</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>解决方案</td>
<td>微软金牌合作伙伴深度集成Azure OpenAI能力</td>
</tr>
<tr>
<td><strong>万兴科技</strong></td>
<td><span class="badge bg-secondary">数字创意</span></td>
<td>OpenAI技术应用</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>软件产品</td>
<td>完成微软Azure OpenAI等技术接入赋能数字创意软件产品</td>
</tr>
<tr>
<td><strong>鼎捷软件</strong></td>
<td><span class="badge bg-secondary">企业管理</span></td>
<td>Azure AI应用</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>解决方案</td>
<td>结合微软OpenAI打造个人智能助理"娜娜"</td>
</tr>
<tr>
<td><strong>易点天下</strong></td>
<td><span class="badge bg-secondary">数字营销</span></td>
<td>AI合作伙伴</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>营销服务</td>
<td>谷歌、微软等厂商在出海营销领域AI合作伙伴</td>
</tr>
<tr>
<td><strong>垒知集团</strong></td>
<td><span class="badge bg-secondary">建筑科技</span></td>
<td>AI解决方案</td>
<td><span class="badge bg-success">AI直连场景</span></td>
<td>解决方案</td>
<td>子公司建研科技整合微软OpenAI完整解决方案</td>
</tr>
<tr>
<td><strong>浪潮信息</strong></td>
<td><span class="badge bg-secondary">服务器</span></td>
<td>数据中心服务</td>
<td><span class="badge bg-info">基础设施</span></td>
<td>硬件设备</td>
<td>为微软提供数据中心服务器及液冷解决方案</td>
</tr>
<tr>
<td><strong>雄韬股份</strong></td>
<td><span class="badge bg-secondary">电池制造</span></td>
<td>数据中心电源</td>
<td><span class="badge bg-info">基础设施</span></td>
<td>能源供应</td>
<td>微软数据中心核心供应商,提供锂电池等产品</td>
</tr>
<tr>
<td><strong>顺络股份</strong></td>
<td><span class="badge bg-secondary">电子元件</span></td>
<td>数据中心设备</td>
<td><span class="badge bg-info">基础设施</span></td>
<td>电子元器件</td>
<td>子公司顺络电子为微软数据中心提供电感等产品</td>
</tr>
<tr>
<td><strong>华塑科技</strong></td>
<td><span class="badge bg-secondary">储能</span></td>
<td>数据中心BMS</td>
<td><span class="badge bg-info">基础设施</span></td>
<td>能源管理</td>
<td>通过海康威视供应微软海外数据中心BMS产品</td>
</tr>
<tr>
<td><strong>飞荣达</strong></td>
<td><span class="badge bg-secondary">通信设备</span></td>
<td>散热材料</td>
<td><span class="badge bg-warning">硬件支持</span></td>
<td>材料供应</td>
<td>服务器客户包含微软,产品含热管、均热板等</td>
</tr>
<tr>
<td><strong>中际旭创</strong></td>
<td><span class="badge bg-secondary">光通信</span></td>
<td>高端光模块</td>
<td><span class="badge bg-danger">光通信设备</span></td>
<td>光模块供应</td>
<td>微软光模块供应商提供400G/800G产品</td>
</tr>
<tr>
<td><strong>剑桥科技</strong></td>
<td><span class="badge bg-secondary">通信设备</span></td>
<td>光模块</td>
<td><span class="badge bg-danger">光通信设备</span></td>
<td>光模块制造</td>
<td>间接供应微软100G-800G光模块800G产品已量产</td>
</tr>
<tr>
<td><strong>景旺电子</strong></td>
<td><span class="badge bg-secondary">PCB制造</span></td>
<td>光模块PCB</td>
<td><span class="badge bg-danger">光通信设备</span></td>
<td>电路板供应</td>
<td>批量出货100G/200G/400G光模块对应产品</td>
</tr>
<tr>
<td><strong>共进股份</strong></td>
<td><span class="badge bg-secondary">通信设备</span></td>
<td>交换机</td>
<td><span class="badge bg-danger">光通信设备</span></td>
<td>网络设备</td>
<td>交换机通过Arista供应微软等巨头</td>
</tr>
<tr>
<td><strong>光环新网</strong></td>
<td><span class="badge bg-secondary">IDC服务</span></td>
<td>IDC运营</td>
<td><span class="badge bg-info">基础设施IaaS</span></td>
<td>数据中心</td>
<td>IDC及云计算营收78亿营收占比98%</td>
</tr>
<tr>
<td><strong>数据港</strong></td>
<td><span class="badge bg-secondary">IDC服务</span></td>
<td>云服务</td>
<td><span class="badge bg-info">基础设施IaaS</span></td>
<td>数据中心</td>
<td>IDC服务云营收15.4亿营收占比99%</td>
</tr>
<tr>
<td><strong>优刻得</strong></td>
<td><span class="badge bg-secondary">云计算</span></td>
<td>云计算</td>
<td><span class="badge bg-dark">平台PaaS</span></td>
<td>云服务</td>
<td>云计算营收14.92亿营收占比99.25%</td>
</tr>
<tr>
<td><strong>用友网络</strong></td>
<td><span class="badge bg-secondary">企业管理</span></td>
<td>云服务</td>
<td><span class="badge bg-dark">平台PaaS</span></td>
<td>企业服务</td>
<td>云服务与软件服务97亿营收占比100%</td>
</tr>
<tr>
<td><strong>金山办公</strong></td>
<td><span class="badge bg-secondary">办公软件</span></td>
<td>软件服务</td>
<td><span class="badge bg-secondary">管理、办公软件</span></td>
<td>软件产品</td>
<td>软件营收46亿营收占比100%</td>
</tr>
<tr>
<td><strong>税友股份</strong></td>
<td><span class="badge bg-secondary">财税服务</span></td>
<td>企业服务</td>
<td><span class="badge bg-secondary">税务</span></td>
<td>企业服务</td>
<td>软件和信息技术服务营收18亿营收占比100%</td>
</tr>
<tr>
<td><strong>广联达</strong></td>
<td><span class="badge bg-secondary">建筑软件</span></td>
<td>建筑软件</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>建筑科技</td>
<td>建筑、软件业务65亿营收占比100%</td>
</tr>
<tr>
<td><strong>石基信息</strong></td>
<td><span class="badge bg-secondary">酒店软件</span></td>
<td>酒店管理系统</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>企业服务</td>
<td>酒店、软件和计算机服务22亿营收占比80%</td>
</tr>
<tr>
<td><strong>卫宁健康</strong></td>
<td><span class="badge bg-secondary">医疗IT</span></td>
<td>医疗信息化</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>医疗科技</td>
<td>医疗信息化营收29亿营收占比90%</td>
</tr>
<tr>
<td><strong>超图软件</strong></td>
<td><span class="badge bg-secondary">GIS软件</span></td>
<td>地理信息系统</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>软件产品</td>
<td>GIS软件营收19.6亿营收占比99%</td>
</tr>
<tr>
<td><strong>长亮科技</strong></td>
<td><span class="badge bg-secondary">金融科技</span></td>
<td>金融IT</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>金融科技</td>
<td>数字金融营收11.5亿营收占比60%</td>
</tr>
<tr>
<td><strong>普元信息</strong></td>
<td><span class="badge bg-secondary">软件开发</span></td>
<td>软件平台</td>
<td><span class="badge bg-secondary">垂直软件</span></td>
<td>软件产品</td>
<td>软件类营收5亿营收占比100%</td>
</tr>
<tr>
<td><strong>光云科技</strong></td>
<td><span class="badge bg-secondary">电商SaaS</span></td>
<td>电商服务</td>
<td><span class="badge bg-light text-dark">其他</span></td>
<td>电商服务</td>
<td>电商SaaS营收4亿营收占比85%</td>
</tr>
<tr>
<td><strong>赛意信息</strong></td>
<td><span class="badge bg-secondary">企业服务</span></td>
<td>泛ERP</td>
<td><span class="badge bg-light text-dark">其他</span></td>
<td>企业服务</td>
<td>泛ERP营收12亿营收占比54%</td>
</tr>
<tr>
<td><strong>汉得信息</strong></td>
<td><span class="badge bg-secondary">IT服务</span></td>
<td>泛ERP</td>
<td><span class="badge bg-light text-dark">其他</span></td>
<td>解决方案</td>
<td>泛ERP营收11亿营收占比36%</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- Industry Chain Analysis -->
<div class="chain-section">
<h2 class="mb-4">产业链分析</h2>
<div class="row">
<div class="col-md-4 mb-3">
<div class="card chain-card">
<div class="card-header">
<h5 class="mb-0">基础设施层</h5>
</div>
<div class="card-body">
<p>包括数据中心建设、服务器、能源供应、网络设备等硬件基础设施。代表企业有浪潮信息、光环新网、数据港等。</p>
<div>
<span class="industry-tag">服务器</span>
<span class="industry-tag">IDC服务</span>
<span class="industry-tag">能源供应</span>
<span class="industry-tag">网络设备</span>
</div>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card chain-card">
<div class="card-header">
<h5 class="mb-0">平台服务层</h5>
</div>
<div class="card-body">
<p>提供云平台服务、AI能力、开发工具等平台级服务。代表企业有优刻得、用友网络、博彦科技等。</p>
<div>
<span class="industry-tag">云计算</span>
<span class="industry-tag">AI服务</span>
<span class="industry-tag">PaaS平台</span>
<span class="industry-tag">软件生态</span>
</div>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card chain-card">
<div class="card-header">
<h5 class="mb-0">应用服务层</h5>
</div>
<div class="card-body">
<p>基于Azure平台开发的行业应用和解决方案。代表企业有金山办公、广联达、卫宁健康等。</p>
<div>
<span class="industry-tag">办公软件</span>
<span class="industry-tag">建筑软件</span>
<span class="industry-tag">医疗IT</span>
<span class="industry-tag">金融科技</span>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- AI Partners Section -->
<div class="card mb-4">
<div class="card-header">
<h3 class="mb-0">AI直连场景合作伙伴</h3>
</div>
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