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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, shrink-to-fit=no">
<title>云手机概念分析报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
<!-- Font Awesome Icons -->
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" />
<!-- Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<!-- DaisyUI -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
<style>
body {
font-family: 'Inter', sans-serif;
}
.gradient-bg {
background: linear-gradient(135deg, #0ea5e9 0%, #3b82f6 50%, #6366f1 100%);
}
.card-shadow {
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
width: 16px;
height: 16px;
border-radius: 50%;
background-color: #3b82f6;
left: -8px;
top: 6px;
}
.timeline-line {
position: absolute;
width: 2px;
background-color: #e5e7eb;
left: 0;
top: 0;
bottom: 0;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.highlight-text {
background: linear-gradient(120deg, #3b82f6 0%, #8b5cf6 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.table-container {
overflow-x: auto;
}
@media (max-width: 768px) {
.table-container {
overflow-x: scroll;
}
}
</style>
</head>
<body class="bg-gray-50">
<div id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- 标题区域 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">云手机概念分析报告</h1>
<p class="text-gray-600 text-lg">AI时代的"运营商版iPhone时刻"</p>
</div>
<!-- 概念事件 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-calendar-alt mr-3 text-blue-500"></i>概念事件
</h2>
<div class="relative pl-8">
<div class="timeline-line"></div>
<div class="space-y-6">
<div class="timeline-dot">
<h3 class="font-semibold text-lg text-gray-800">2023年5月</h3>
<p class="text-gray-600">中国移动云手机上市，年底用户量达<strong class="text-blue-600">1000万</strong>（路演数据）</p>
</div>
<div class="timeline-dot">
<h3 class="font-semibold text-lg text-gray-800">2024年5月</h3>
<p class="text-gray-600">中国移动董事长在开发者大会将云手机定义为"5G生态核心载体"，目标2024年底用户<strong class="text-blue-600">3000万</strong>，2025年推广至<strong class="text-blue-600">1亿用户</strong>（路演数据）</p>
</div>
<div class="timeline-dot">
<h3 class="font-semibold text-lg text-gray-800">2025年3月</h3>
<p class="text-gray-600">华为余承东预告"3月发布新形态手机"，市场确认即为<strong class="text-blue-600">AI云手机</strong>（新闻数据）</p>
</div>
<div class="timeline-dot">
<h3 class="font-semibold text-lg text-gray-800">2025年3月</h3>
<p class="text-gray-600">民生证券提出"AI Agent奇点=云手机元年"，强调<strong class="text-blue-600">算力上云+交互下沉</strong>逻辑（研报数据）</p>
</div>
<div class="timeline-dot">
<h3 class="font-semibold text-lg text-gray-800">2025年3月</h3>
<p class="text-gray-600">蜂助手与华为、移动合作落地<strong class="text-blue-600">2C云手机套餐</strong>（38-98元/月），贵州试点"硬件赠送+算力套餐"模式（路演数据）</p>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-gradient-to-r from-blue-500 to-indigo-600 rounded-xl card-shadow p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-4 flex items-center">
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
</h2>
<div class="bg-white bg-opacity-20 rounded-lg p-4 backdrop-blur-sm">
<p class="text-lg leading-relaxed">
云手机正处于<strong class="text-yellow-300">"1-100"爆发前夜</strong>，核心驱动力是<strong class="text-yellow-300">AI Agent普及倒逼算力上云</strong>与<strong class="text-yellow-300">运营商ARPU提升需求</strong>。短期看运营商补贴推动用户破圈，长期或重构"终端-云-应用"价值链，<strong class="text-yellow-300">2025年国内用户或达1亿</strong>（移动目标），但需验证网络延迟、隐私合规及商业模式闭环。
</p>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-brain mr-3 text-purple-500"></i>核心逻辑与市场认知分析
</h2>
<div class="grid md:grid-cols-2 gap-6 mb-6">
<div class="bg-blue-50 rounded-lg p-5">
<h3 class="font-bold text-lg mb-3 text-blue-800">核心驱动力</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-microchip mt-1 mr-2 text-blue-600"></i>
<span><strong class="text-blue-700">技术端</strong>：AI Agent（如Manus）需调用多模型协作，端侧算力无法承载，<strong class="text-blue-600">云端虚拟化成为唯一解</strong>（民生证券）</span>
</li>
<li class="flex items-start">
<i class="fas fa-dollar-sign mt-1 mr-2 text-blue-600"></i>
<span><strong class="text-blue-700">成本端</strong>：云手机将硬件成本转移至云端，<strong class="text-blue-600">终端价格可降至2000元以下</strong>（移动贵州试点数据），用户总成本不变但性能提升</span>
</li>
<li class="flex items-start">
<i class="fas fa-chart-line mt-1 mr-2 text-blue-600"></i>
<span><strong class="text-blue-700">商业端</strong>：运营商通过"算力套餐"将ARPU从<strong class="text-blue-600">120元/月提升至200元/月</strong>（增幅近50%），补贴动力极强（新闻数据）</span>
</li>
</ul>
</div>
<div class="bg-purple-50 rounded-lg p-5">
<h3 class="font-bold text-lg mb-3 text-purple-800">市场热度与情绪</h3>
<p class="mb-3"><strong class="text-purple-700">研报密集度</strong>：2025年3月民生、天风、国君等<strong class="text-purple-600">7家券商</strong>集中覆盖，关键词"元年""颠覆"频现</p>
<div class="space-y-3">
<div class="bg-white rounded p-3">
<h4 class="font-semibold text-purple-700 mb-1">乐观派（民生）</h4>
<p class="text-sm text-gray-600">认为云手机是"AI Agent最佳载体"，运营商+华为生态将快速放量</p>
</div>
<div class="bg-white rounded p-3">
<h4 class="font-semibold text-purple-700 mb-1">谨慎派（国君）</h4>
<p class="text-sm text-gray-600">质疑手机厂商是否愿让渡系统权限给AI Agent，云手机可能冲击传统硬件利润</p>
</div>
</div>
</div>
</div>
<div class="bg-yellow-50 rounded-lg p-5">
<h3 class="font-bold text-lg mb-3 text-yellow-800">预期差分析</h3>
<div class="grid md:grid-cols-2 gap-4">
<div>
<h4 class="font-semibold text-yellow-700 mb-2">市场共识</h4>
<p class="text-gray-600">云手机=低价终端+云端算力</p>
</div>
<div>
<h4 class="font-semibold text-yellow-700 mb-2">被忽略点</h4>
<ul class="text-gray-600 space-y-1">
<li>• <strong class="text-yellow-600">网络瓶颈</strong>：4G弱网环境下体验差（路演专家承认），需<strong class="text-yellow-600">边缘云+5G切片</strong>优化</li>
<li>• <strong class="text-yellow-600">隐私争议</strong>：1000万用户数据全上云，B端可用水印管控，<strong class="text-yellow-600">C端教育成本极高</strong></li>
</ul>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-rocket mr-3 text-red-500"></i>关键催化剂与未来发展路径
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div class="bg-red-50 rounded-lg p-5">
<h3 class="font-bold text-lg mb-3 text-red-800">近期催化剂（3-6个月）</h3>
<ol class="space-y-3">
<li class="flex items-start">
<span class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">1</span>
<span><strong class="text-red-700">华为3月新品发布</strong>：确认搭载AI云手机功能，<strong class="text-red-600">鸿蒙NEXT系统适配</strong>进度（路演提及11月商用）</span>
</li>
<li class="flex items-start">
<span class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">2</span>
<span><strong class="text-red-700">移动Q2用户数据</strong>：2024年目标3000万用户，若Q2披露<strong class="text-red-600">月活超500万</strong>，将验证商业模式</span>
</li>
<li class="flex items-start">
<span class="bg-red-500 text-white rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0">3</span>
<span><strong class="text-red-700">运营商集采</strong>：中国移动<strong class="text-red-600">2025年AI推理设备集采7058台</strong>（5月16日公告），直接拉动华为鲲鹏服务器需求</span>
</li>
</ol>
</div>
<div class="bg-green-50 rounded-lg p-5">
<h3 class="font-bold text-lg mb-3 text-green-800">长期路径（2025-2027）</h3>
<div class="space-y-4">
<div class="bg-white rounded-lg p-4 border-l-4 border-green-500">
<h4 class="font-semibold text-green-700 mb-2">阶段1（2025）</h4>
<p class="text-gray-600">运营商补贴驱动，用户破亿，<strong class="text-green-600">硬件ODM（OPPO/中兴）+云服务商（华为/蜂助手）</strong>分利</p>
</div>
<div class="bg-white rounded-lg p-4 border-l-4 border-green-500">
<h4 class="font-semibold text-green-700 mb-2">阶段2（2026-2027）</h4>
<p class="text-gray-600">AI Agent成熟，云手机从"工具"升级为"个人管家"，<strong class="text-green-600">去APP化</strong>重构流量入口（民生预测）</p>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-project-diagram mr-3 text-indigo-500"></i>产业链与核心公司深度剖析
</h2>
<div class="mb-6">
<h3 class="font-bold text-lg mb-3 text-indigo-700">产业链图谱</h3>
<div class="bg-indigo-50 rounded-lg p-4 text-center">
<p class="text-lg font-medium text-indigo-800">
上游：华为鲲鹏服务器（ARM芯片）→ 中游：云终端系统（蜂助手）→ 下游：运营商套餐（移动/联通/电信）→ 终端：中低端手机（OPPO/中兴）
</p>
</div>
</div>
<div>
<h3 class="font-bold text-lg mb-3 text-indigo-700">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-indigo-50">
<tr>
<th class="py-3 px-4 text-left font-semibold text-indigo-800 border-b">公司</th>
<th class="py-3 px-4 text-left font-semibold text-indigo-800 border-b">角色</th>
<th class="py-3 px-4 text-left font-semibold text-indigo-800 border-b">进展</th>
<th class="py-3 px-4 text-left font-semibold text-indigo-800 border-b">风险</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">蜂助手</td>
<td class="py-3 px-4 border-b text-gray-600">云OS+运营商分成</td>
<td class="py-3 px-4 border-b text-gray-600">与华为深度绑定，<strong class="text-indigo-600">2025年云手机收入目标2.5亿</strong>（路演）</td>
<td class="py-3 px-4 border-b text-gray-600">过度依赖移动，联通电信跟进慢</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">顺网科技</td>
<td class="py-3 px-4 border-b text-gray-600">GPU云电脑</td>
<td class="py-3 px-4 border-b text-gray-600">春晚场景验证，<strong class="text-indigo-600">4090云电脑已落地</strong>（民生路演）</td>
<td class="py-3 px-4 border-b text-gray-600">云手机业务占比低，弹性有限</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">南兴股份</td>
<td class="py-3 px-4 border-b text-gray-600">华为云IDC合作</td>
<td class="py-3 px-4 border-b text-gray-600">子公司为华为云核心伙伴，<strong class="text-indigo-600">边缘节点部署快</strong></td>
<td class="py-3 px-4 border-b text-gray-600">传统IDC业务拖累估值</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="mt-6 bg-gray-50 rounded-lg p-4">
<h3 class="font-bold text-lg mb-3 text-gray-800">验证与证伪</h3>
<ul class="space-y-2 text-gray-600">
<li>• <strong class="text-gray-800">蜂助手</strong>：2024年云终端收入<strong class="text-indigo-600">6000万</strong>（路演），但股权激励要求2025年营收增速<strong class="text-indigo-600">70%</strong>（对应2.5亿），<strong class="text-red-600">缺口1.9亿需靠云手机放量</strong></li>
<li>• <strong class="text-gray-800">顺网科技</strong>：云电脑用户增长未披露，<strong class="text-indigo-600">GPU云与云手机场景重叠度待验证</strong></li>
</ul>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-exclamation-triangle mr-3 text-orange-500"></i>潜在风险与挑战
</h2>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-orange-50">
<tr>
<th class="py-3 px-4 text-left font-semibold text-orange-800 border-b">风险类型</th>
<th class="py-3 px-4 text-left font-semibold text-orange-800 border-b">具体表现</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">技术风险</td>
<td class="py-3 px-4 border-b text-gray-600">云手机延迟<strong class="text-orange-600">&gt;100ms</strong>（路演目标40ms），弱网环境体验差；鸿蒙应用仅5000+，微信未适配</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">商业化风险</td>
<td class="py-3 px-4 border-b text-gray-600">运营商补贴退坡后，<strong class="text-orange-600">98元/月套餐</strong>能否留存用户？贵州试点未超配收费，盈利模式模糊</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">政策风险</td>
<td class="py-3 px-4 border-b text-gray-600">数据跨境流动限制（如政企用户），<strong class="text-orange-600">云端存储合规成本</strong>可能超预期</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">信息矛盾</td>
<td class="py-3 px-4 border-b text-gray-600">民生称"云手机将取代传统手机"，但国君指出"手机厂商不愿革自己的命"，<strong class="text-orange-600">路径分歧明显</strong></td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="bg-gradient-to-r from-green-500 to-teal-600 rounded-xl card-shadow p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-pie mr-3"></i>综合结论与投资启示
</h2>
<div class="bg-white bg-opacity-20 rounded-lg p-5 backdrop-blur-sm">
<div class="mb-4">
<h3 class="font-bold text-lg mb-2 text-yellow-300">阶段判断</h3>
<p>主题炒作向基本面过渡，<strong class="text-yellow-300">2025年Q2用户数据</strong>是分水岭</p>
</div>
<div class="mb-4">
<h3 class="font-bold text-lg mb-2 text-yellow-300">投资方向</h3>
<ul class="space-y-2">
<li>• <strong class="text-yellow-300">最纯标的</strong>：蜂助手（云OS+运营商分成，<strong class="text-yellow-300">2025年PS仅8倍</strong>）</li>
<li>• <strong class="text-yellow-300">基础设施</strong>：华为鲲鹏服务器供应链（<strong class="text-yellow-300">烽火通信</strong>）</li>
</ul>
</div>
<div>
<h3 class="font-bold text-lg mb-2 text-yellow-300">跟踪指标</h3>
<ol class="space-y-1">
<li>1. <strong class="text-yellow-300">移动云手机月活增速</strong>（2025年目标1亿）</li>
<li>2. <strong class="text-yellow-300">华为鸿蒙NEXT应用适配数量</strong>（当前5000 vs 安卓百万级）</li>
<li>3. <strong class="text-yellow-300">运营商算力套餐ARPU</strong>（能否稳定在200元/月以上）</li>
</ol>
</div>
</div>
<div class="mt-6 text-center">
<blockquote class="text-xl font-semibold italic">
"云手机是AI时代的'运营商版iPhone时刻'，但需先跨过网络、隐私、商业化的三重门槛"
</blockquote>
</div>
</div>
<!-- 关联股票数据表格 -->
<div class="bg-white rounded-xl card-shadow p-6">
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
<i class="fas fa-table mr-3 text-blue-500"></i>关联股票数据
</h2>
<div class="table-container">
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
<thead class="bg-blue-50">
<tr>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">股票</th>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">分类</th>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">项目</th>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">产业链</th>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">资料来源</th>
<th class="py-3 px-4 text-left font-semibold text-blue-800 border-b">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">蜂助手</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">云端应用生态合作</td>
<td class="py-3 px-4 border-b text-gray-600">运营商用户服务</td>
<td class="py-3 px-4 border-b text-gray-600">公告</td>
<td class="py-3 px-4 border-b text-gray-600">2025年2月24日公告与H云合作打造云端应用生态，提供2C云手机服务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">天舟文化</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">云手机产品开发</td>
<td class="py-3 px-4 border-b text-gray-600">云游戏PaaS平台</td>
<td class="py-3 px-4 border-b text-gray-600">公告</td>
<td class="py-3 px-4 border-b text-gray-600">已推出云手机产品及云游戏的PaaS服务平台</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">常山北明</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">-</td>
<td class="py-3 px-4 border-b text-gray-600">核心解决方案提供商</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">全资子公司北明软件是华为云核心级解决方案提供商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">福日电子</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">-</td>
<td class="py-3 px-4 border-b text-gray-600">智能终端ODM/JDM</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">子公司中诺通讯为华为提供智能手机等智能终端ODM/JDM服务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">标准股份</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">鸿蒙系统适配</td>
<td class="py-3 px-4 border-b text-gray-600">应用开发</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">研发标准智云手机APP等场景应用适配华为鸿蒙系统</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">奇安信</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">政企安全方案</td>
<td class="py-3 px-4 border-b text-gray-600">移动安全办公</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">基于云手机技术为政企客户打造移动安全办公解决方案</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">世纪鼎利</td>
<td class="py-3 px-4 border-b text-gray-600">华为云手机</td>
<td class="py-3 px-4 border-b text-gray-600">鸿蒙系统开发</td>
<td class="py-3 px-4 border-b text-gray-600">网络路测仪表</td>
<td class="py-3 px-4 border-b text-gray-600">公告</td>
<td class="py-3 px-4 border-b text-gray-600">开发鸿蒙系统相关应用，获华为海思芯片ICD授权用于5G网络路测</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">启明星辰</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">云电脑/云手机管控</td>
<td class="py-3 px-4 border-b text-gray-600">安全管控应用</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">与中国移动联合推出云电脑和云手机安全管控应用</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">梦网科技</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">智算中心建设</td>
<td class="py-3 px-4 border-b text-gray-600">云主机/云手机承载</td>
<td class="py-3 px-4 border-b text-gray-600">官微</td>
<td class="py-3 px-4 border-b text-gray-600">整合资源构建可承载云主机、云手机等业务的智算中心</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">优刻得</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">云手机研发</td>
<td class="py-3 px-4 border-b text-gray-600">云游戏服务</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">自主研发云手机及上层安卓云游戏，已开始公测</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">虹软科技</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">核心技术引擎</td>
<td class="py-3 px-4 border-b text-gray-600">云手机支持</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">核心技术引擎可有效支持云手机应用</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">波导股份</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">阿里云OS手机</td>
<td class="py-3 px-4 border-b text-gray-600">-</td>
<td class="py-3 px-4 border-b text-gray-600">互动</td>
<td class="py-3 px-4 border-b text-gray-600">曾推出基于阿里云操作系统的智能手机</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">佰维存储</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">存储解决方案</td>
<td class="py-3 px-4 border-b text-gray-600">AI移动终端</td>
<td class="py-3 px-4 border-b text-gray-600">公告</td>
<td class="py-3 px-4 border-b text-gray-600">BGASSD通过Google认证，在AI移动终端、云手机等领域应用</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="py-3 px-4 border-b font-medium text-gray-800">协创数据</td>
<td class="py-3 px-4 border-b text-gray-600">其他云手机</td>
<td class="py-3 px-4 border-b text-gray-600">边缘计算服务器</td>
<td class="py-3 px-4 border-b text-gray-600">云游戏服务</td>
<td class="py-3 px-4 border-b text-gray-600">公告</td>
<td class="py-3 px-4 border-b text-gray-600">基于ARM架构的家庭边缘算力服务器已向头部游戏公司提供云手机服务</td>
</tr>
</tbody>
</table>
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