feat: 10.10线上最新代码提交
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public/htmls/液冷.html
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public/htmls/液冷.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>液冷行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<style>
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/* 自定义样式 */
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.gradient-bg {
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background: linear-gradient(135deg, #0ea5e9 0%, #0284c7 50%, #075985 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
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}
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.timeline-dot {
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position: relative;
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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left: -9px;
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top: 6px;
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width: 18px;
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height: 18px;
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border-radius: 50%;
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background: #0ea5e9;
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border: 3px solid white;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 24px;
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bottom: 0;
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width: 2px;
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background: #e5e7eb;
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}
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.highlight-text {
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background: linear-gradient(120deg, #0ea5e9 0%, #0284c7 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.custom-table {
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width: 100%;
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border-collapse: separate;
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border-spacing: 0;
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}
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.custom-table th {
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background: #f0f9ff;
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color: #0c4a6e;
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font-weight: 600;
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text-transform: uppercase;
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font-size: 0.75rem;
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padding: 0.75rem;
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text-align: left;
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}
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.custom-table td {
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padding: 0.75rem;
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border-bottom: 1px solid #e5e7eb;
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font-size: 0.875rem;
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}
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.custom-table tr:hover {
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background-color: #f0f9ff;
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}
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.tag {
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display: inline-block;
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padding: 0.25rem 0.5rem;
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border-radius: 0.25rem;
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font-size: 0.75rem;
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font-weight: 500;
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margin-right: 0.25rem;
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margin-bottom: 0.25rem;
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}
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.tag-blue {
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background-color: #dbeafe;
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color: #1e40af;
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}
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.tag-green {
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background-color: #dcfce7;
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color: #166534;
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}
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.tag-purple {
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background-color: #f3e8ff;
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color: #6b21a8;
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}
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.tag-orange {
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background-color: #fed7aa;
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color: #9a3412;
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}
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</style>
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</head>
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<body class="bg-gray-50 text-gray-800">
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<!-- 粒子背景 -->
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<div id="particles-js"></div>
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<!-- 主容器 -->
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<div class="container mx-auto px-4 py-8 max-w-6xl relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">液冷行业洞察报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">AI时代温控升级，液冷技术迎来爆发前夜</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<div class="flex items-center mb-4">
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<div class="bg-blue-100 p-3 rounded-full mr-4">
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<i class="fas fa-lightbulb text-blue-600 text-xl"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
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<p class="text-gray-700 leading-relaxed">
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液冷正处于<strong class="text-blue-600">"政策+技术+需求"三重共振的爆发前夜</strong>：2024-2025年为"0到1"验证期（渗透率<10%），2025-2027年将进入"1到10"放量期（渗透率或超30%）。核心驱动力：AI芯片功耗飙升（B200达<strong>1200W</strong>）+政策强制PUE≤1.25+液冷TCO优势（2.2年回收成本）。未来潜力：2027年全球市场<strong>858亿元</strong>，中国<strong>101亿元</strong>。
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</p>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<div class="flex items-center mb-6">
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<div class="bg-cyan-100 p-3 rounded-full mr-4">
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<i class="fas fa-clock text-cyan-600 text-xl"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">概念事件时间线</h2>
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</div>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 rounded-lg p-4 ml-4">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-600 text-white text-sm font-medium px-2 py-1 rounded">2024年9月</span>
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</div>
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<p class="text-gray-700">中信证券发布《液冷行业专题报告》，首次提出"AI推动温控升级"，预测2027年全球液冷市场<strong>858亿元</strong>（CAGR 106%），中国<strong>101亿元</strong>（CAGR 112%）。</p>
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</div>
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</div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 rounded-lg p-4 ml-4">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-600 text-white text-sm font-medium px-2 py-1 rounded">2024年11月</span>
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</div>
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<p class="text-gray-700">民生证券将液冷比作"服务器的下一个光模块"，强调冷板式液冷技术成熟（占90%市场份额），并指出<strong>英伟达GB200/GB300 NVL72</strong>为液冷机柜标杆。</p>
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</div>
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</div>
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<div class="mb-8 relative">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 rounded-lg p-4 ml-4">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-600 text-white text-sm font-medium px-2 py-1 rounded">2025年1月</span>
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</div>
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<p class="text-gray-700">国资委人工智能专题会明确推进液冷项目，<strong>曙光数创、英维克、高澜股份</strong>等央企/地方国资企业被列为核心供应商。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-cyan-50 rounded-lg p-4 ml-4">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-600 text-white text-sm font-medium px-2 py-1 rounded">2025年7月</span>
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</div>
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<p class="text-gray-700">科华数据宣布液冷集装箱出口海外，<strong>英维克</strong>成为英伟达Blackwell平台唯一中国CDU/冷板/快插接头供应商。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="bg-blue-100 p-3 rounded-full w-12 h-12 flex items-center justify-center mb-4">
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<i class="fas fa-microchip text-blue-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">技术刚性</h3>
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<p class="text-gray-600">风冷散热极限<strong>50kW/机柜</strong>，而AI集群已达<strong>200kW/机柜</strong>（如GB200 NVL72），液冷是唯一解。</p>
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</div>
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="bg-green-100 p-3 rounded-full w-12 h-12 flex items-center justify-center mb-4">
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<i class="fas fa-landmark text-green-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">政策强制</h3>
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<p class="text-gray-600">中国新建数据中心PUE≤1.25（2025年），存量500万台机柜需改造（<strong>2000亿元</strong>市场）。</p>
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</div>
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="bg-purple-100 p-3 rounded-full w-12 h-12 flex items-center justify-center mb-4">
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<i class="fas fa-chart-line text-purple-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">成本拐点</h3>
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<p class="text-gray-600">冷板式液冷CAPEX已低于风冷（30kW机柜TCO优势显著），浸没式液冷2025年或实现"风液同价"。</p>
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</div>
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</div>
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<!-- 市场热度与预期差 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<div class="bg-orange-100 p-3 rounded-full mr-4">
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<i class="fas fa-fire text-orange-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">市场热度与情绪</h3>
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</div>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>研报密度</strong>：2024年9月-2025年1月，中信证券、民生证券、长江通信等<strong>15+份</strong>深度报告集中发布。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>情绪指标</strong>：英维克2024年液冷收入同比<strong>翻倍</strong>，曙光数创2023年液冷交付<strong>260MW</strong>（市占率58.8%）。</span>
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</li>
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</ul>
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</div>
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<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center mb-4">
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<div class="bg-red-100 p-3 rounded-full mr-4">
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<i class="fas fa-exclamation-triangle text-red-600 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800">预期差分析</h3>
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</div>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><strong>市场共识</strong>：冷板式液冷是过渡方案，浸没式才是终极形态。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><strong>预期差</strong>：冷板式因<strong>解耦交付</strong>和<strong>标准化接口</strong>，可能长期主导市场（2027年冷板式占比仍<strong>80%</strong>）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<span><strong>被忽略点</strong>：<strong>冷却液国产替代</strong>（3M退出PFAS市场，八亿时空/东阳光等国产氟化液成本降<strong>70%</strong>）。</span>
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</li>
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</ul>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
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<div class="flex items-center mb-6">
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<div class="bg-yellow-100 p-3 rounded-full mr-4">
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<i class="fas fa-rocket text-yellow-600 text-xl"></i>
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</div>
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<h2 class="text-2xl font-bold text-gray-800">关键催化剂与未来发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-yellow-500 text-white text-xs font-medium px-2 py-1 rounded mr-2">近期催化剂</span>
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<span class="text-sm text-gray-500">(3-6个月)</span>
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</h3>
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<div class="space-y-4">
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-semibold text-gray-800 mb-2">英伟达GB300发布（2025Q2）</h4>
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<p class="text-gray-600 text-sm">液冷价值量占比或从2.7%提升至<strong>5%+</strong>。</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-semibold text-gray-800 mb-2">中国移动智算中心招标（2025Q1）</h4>
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<p class="text-gray-600 text-sm">单项目液冷需求或超<strong>100MW</strong>（英维克/申菱环境核心受益）。</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-semibold text-gray-800 mb-2">国产910C芯片量产（2025Q3）</h4>
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<p class="text-gray-600 text-sm">华为链液冷订单落地（<strong>高澜股份</strong>深度绑定字节跳动）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
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<span class="bg-green-500 text-white text-xs font-medium px-2 py-1 rounded mr-2">长期发展路径</span>
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</h3>
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<div class="space-y-4">
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<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
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<h4 class="font-semibold text-gray-800 mb-2">2025年</h4>
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<p class="text-gray-600 text-sm">冷板式液冷渗透率<strong>20%</strong>（新建数据中心），浸没式液冷在超算中心突破（曙光数创）。</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
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<h4 class="font-semibold text-gray-800 mb-2">2027年</h4>
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<p class="text-gray-600 text-sm">冷板式<strong>253亿元</strong>市场（CAGR 45%），浸没式<strong>729亿元</strong>（CAGR 78%），混合液冷成为高端场景标配。</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
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<h4 class="font-semibold text-gray-800 mb-2">2030年</h4>
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<p class="text-gray-600 text-sm">液冷成为数据中心<strong>标配</strong>（渗透率>50%），冷却液国产替代率超<strong>60%</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
|
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<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
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<div class="flex items-center mb-6">
|
||||
<div class="bg-indigo-100 p-3 rounded-full mr-4">
|
||||
<i class="fas fa-sitemap text-indigo-600 text-xl"></i>
|
||||
</div>
|
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<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司深度剖析</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-indigo-50 rounded-lg p-4">
|
||||
<h3 class="font-bold text-indigo-800 mb-3">上游</h3>
|
||||
<p class="text-gray-700 text-sm">冷却液（八亿时空/东阳光）、冷板（飞荣达/科创新源）、CDU（英维克/申菱环境）。</p>
|
||||
</div>
|
||||
<div class="bg-indigo-50 rounded-lg p-4">
|
||||
<h3 class="font-bold text-indigo-800 mb-3">中游</h3>
|
||||
<p class="text-gray-700 text-sm">液冷服务器（浪潮信息/中科曙光）、液冷机柜（曙光数创/润泽科技）。</p>
|
||||
</div>
|
||||
<div class="bg-indigo-50 rounded-lg p-4">
|
||||
<h3 class="font-bold text-indigo-800 mb-3">下游</h3>
|
||||
<p class="text-gray-700 text-sm">互联网（阿里/腾讯）、运营商（中国移动）、超算中心（国家超算深圳中心）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-50">
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">技术路线</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
|
||||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">英维克</td>
|
||||
<td class="py-3 px-4 text-gray-700">冷板式+全链条</td>
|
||||
<td class="py-3 px-4 text-gray-700">唯一进入英伟达Blackwell平台的中国供应商（CDU+冷板+快插接头），2024年交付<strong>1.1GW</strong>。</td>
|
||||
<td class="py-3 px-4 text-gray-700">估值已反映乐观预期（PE 50x）。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">曙光数创</td>
|
||||
<td class="py-3 px-4 text-gray-700">浸没式液冷</td>
|
||||
<td class="py-3 px-4 text-gray-700">国内唯一规模部署相变浸没式液冷，2023年交付<strong>260MW</strong>（市占率58.8%）。</td>
|
||||
<td class="py-3 px-4 text-gray-700">冷板式业务拖累毛利率（2023年利润下滑）。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">高澜股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">冷板式+字节跳动链</td>
|
||||
<td class="py-3 px-4 text-gray-700">深度绑定字节跳动，2024年液冷收入<strong>1.23亿元</strong>（+100%）。</td>
|
||||
<td class="py-3 px-4 text-gray-700">客户集中度高（字节跳动占比>50%）。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">飞荣达</td>
|
||||
<td class="py-3 px-4 text-gray-700">冷板式+华为链</td>
|
||||
<td class="py-3 px-4 text-gray-700">华为散热核心供应商，液冷板已批量交付。</td>
|
||||
<td class="py-3 px-4 text-gray-700">技术门槛较低，竞争加剧。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-6">
|
||||
<div class="bg-red-100 p-3 rounded-full mr-4">
|
||||
<i class="fas fa-shield-alt text-red-600 text-xl"></i>
|
||||
</div>
|
||||
<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-microchip text-red-500 mr-2"></i>
|
||||
技术风险
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>浸没式液冷</strong>：氟化液成本高（<strong>1000元/kg</strong>），国产替代需验证长期稳定性（3M退出PFAS后空缺）。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>冷板式液冷</strong>：漏液风险（需快插接头可靠性>99.9%），英维克UQD接头已列入英伟达生态，但中小厂商技术差距大。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-dollar-sign text-red-500 mr-2"></i>
|
||||
商业化风险
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>成本敏感场景</strong>：中小数据中心改造意愿低（CAPEX需<strong>2.2年</strong>回收）。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>标准不统一</strong>：机柜与服务器接口未完全解耦（中国移动白皮书2025年目标50%渗透率，但当前仅<strong>10%</strong>试点）。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-balance-scale text-red-500 mr-2"></i>
|
||||
政策与竞争风险
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>政策变动</strong>：若PUE要求放宽至1.4（当前1.25），液冷必要性下降。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>竞争加剧</strong>：传统空调厂商（格力/美的）跨界入局，可能引发价格战。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-search text-red-500 mr-2"></i>
|
||||
信息交叉验证风险
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||||
<span><strong>矛盾点</strong>：民生证券预测2027年中国市场<strong>101亿元</strong>，但路演中曙光数创提到"单超算中心项目即<strong>12亿元</strong>"（深圳二期），可能存在<strong>需求低估</strong>。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-gradient-to-r from-blue-600 to-cyan-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||||
<div class="flex items-center mb-6">
|
||||
<div class="bg-white bg-opacity-20 p-3 rounded-full mr-4">
|
||||
<i class="fas fa-trophy text-white text-xl"></i>
|
||||
</div>
|
||||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||||
</div>
|
||||
|
||||
<div class="bg-white bg-opacity-10 rounded-lg p-4 mb-6">
|
||||
<h3 class="text-lg font-bold mb-2">结论</h3>
|
||||
<p class="leading-relaxed">
|
||||
液冷已从<strong>主题炒作</strong>（2023年概念期）进入<strong>基本面驱动</strong>（2024-2025年订单验证期），<strong>冷板式液冷</strong>是当前最具确定性的赛道，<strong>浸没式液冷</strong>是长期超额收益来源。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||||
<h3 class="text-lg font-bold mb-2">投资方向 1</h3>
|
||||
<p class="text-sm"><strong>冷板式液冷</strong>：英维克（全链条龙头+英伟达认证）、高澜股份（字节跳动链弹性标的）。</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||||
<h3 class="text-lg font-bold mb-2">投资方向 2</h3>
|
||||
<p class="text-sm"><strong>浸没式液冷</strong>：曙光数创（技术唯一性+超算中心订单）。</p>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||||
<h3 class="text-lg font-bold mb-2">投资方向 3</h3>
|
||||
<p class="text-sm"><strong>上游材料</strong>：八亿时空（国产氟化液替代，成本降70%）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6">
|
||||
<h3 class="text-lg font-bold mb-3">关键跟踪指标</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-chart-line mt-1 mr-2"></i>
|
||||
<span><strong>订单验证</strong>：英维克2025年英伟达CDU订单（预计<strong>5亿元</strong>）。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-chart-pie mt-1 mr-2"></i>
|
||||
<span><strong>渗透率</strong>：中国移动2025年液冷数据中心占比（目标50%，当前10%）。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-coins mt-1 mr-2"></i>
|
||||
<span><strong>成本拐点</strong>：国产氟化液价格降至<strong>300元/kg</strong>（当前1000元/kg）。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg p-6 card-hover">
|
||||
<div class="flex items-center mb-6">
|
||||
<div class="bg-green-100 p-3 rounded-full mr-4">
|
||||
<i class="fas fa-table text-green-600 text-xl"></i>
|
||||
</div>
|
||||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="custom-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>分类</th>
|
||||
<th>产业链</th>
|
||||
<th>项目</th>
|
||||
<th>受益原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="font-medium">同星科技</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">液冷服务器</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>同星科技属于液冷服务器供应商，受益于国资委推进的液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">曙光数创</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">液冷服务器</span>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>曙光数创属于液冷服务器供应商和央企，受益于国资委推进的液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">中科曙光</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">液冷服务器</span>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>中科曙光属于液冷服务器供应商和央企，受益于国资委推进的液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">浪潮信息</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">液冷服务器</span>
|
||||
<span class="tag tag-purple">地方国资</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>浪潮信息属于液冷服务器供应商和地方国资企业，受益于国资委推进的液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">依米康</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>依米康属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">高澜股份</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>高澜股份属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">申菱环境</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>申菱环境属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">统一股份</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>统一股份属于温控厂商和央企，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">英维克</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>英维克属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">网宿科技</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>网宿科技属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">佳力图</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>佳力图属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">同飞股份</td>
|
||||
<td>
|
||||
<span class="tag tag-orange">温控厂商</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>同飞股份属于温控厂商，提供液冷相关温控解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">日海智能</td>
|
||||
<td>
|
||||
<span class="tag tag-purple">液冷机柜</span>
|
||||
<span class="tag tag-purple">地方国资</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>日海智能属于液冷机柜供应商和地方国资企业，受益于液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">润泽科技</td>
|
||||
<td>
|
||||
<span class="tag tag-purple">液冷机柜</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>润泽科技属于液冷机柜供应商，受益于液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">科创新源</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">散热</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>科创新源属于散热领域企业，提供液冷相关散热解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">硕贝德</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">散热</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>硕贝德属于散热领域企业，提供液冷相关散热解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">中石科技</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">散热</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>中石科技属于散热领域企业，提供液冷相关散热解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">思泉新材</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">散热</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>思泉新材属于散热领域企业，提供液冷相关散热解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">飞荣达</td>
|
||||
<td>
|
||||
<span class="tag tag-blue">散热</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>飞荣达属于散热领域企业，提供液冷相关散热解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">海鸥股份</td>
|
||||
<td>
|
||||
<span class="tag tag-green">冷却塔</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>海鸥股份属于冷却塔供应商，提供液冷相关冷却设备</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">光迅科技</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>光迅科技属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">烽火通信</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>烽火通信属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">同方股份</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>同方股份属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">航天信息</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>航天信息属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">中国长城</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>中国长城属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">中航光电</td>
|
||||
<td>
|
||||
<span class="tag tag-green">央企</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>中航光电属于央企，参与液冷相关技术研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">数据港</td>
|
||||
<td>
|
||||
<span class="tag tag-purple">地方国资</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>数据港属于地方国资企业，受益于液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">锐捷网络</td>
|
||||
<td>
|
||||
<span class="tag tag-purple">地方国资</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>锐捷网络属于地方国资企业，受益于液冷项目</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-medium">中金环境</td>
|
||||
<td>
|
||||
<span class="tag tag-purple">地方国资</span>
|
||||
</td>
|
||||
<td>液冷产业链</td>
|
||||
<td>国资委人工智能专题会推进液冷项目</td>
|
||||
<td>中金环境属于地方国资企业，受益于液冷项目</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 页脚 -->
|
||||
<div class="text-center mt-12 mb-6 text-gray-500 text-sm">
|
||||
<p>© 2025 液冷行业洞察报告 | 数据来源：公开资料整理</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 粒子效果脚本 -->
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#0ea5e9"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#0ea5e9",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 1
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user