1272 lines
70 KiB
HTML
1272 lines
70 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>全球AI数据中心投资 - 行业洞察与股票分析</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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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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border-left: 4px solid #3b82f6;
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margin: 1rem 0;
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background: rgba(30, 41, 59, 0.5);
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.card {
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margin-bottom: 1rem;
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.table-container {
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font-size: 0.875rem;
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</style>
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</head>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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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 gradient-text">全球AI数据中心投资</h1>
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<p class="text-xl text-slate-300">行业洞察与股票分析报告</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-timeline mr-2"></i>概念事件时间线
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</h2>
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<div class="space-y-4">
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<div class="timeline-item flex">
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<div class="timeline-dot mr-4 mt-1.5"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="text-blue-400 font-semibold">2023Q4</span>
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<span class="ml-2 text-sm text-slate-400">Meta宣布100亿美元新建路易斯安那州AI数据中心（全球最大单体）</span>
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</div>
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</div>
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</div>
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<div class="timeline-item flex">
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<div class="timeline-dot mr-4 mt-1.5"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="text-blue-400 font-semibold">2024Q1</span>
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<span class="ml-2 text-sm text-slate-400">韩国启动350亿美元3GW全球最大AI数据中心项目（规模超"星际之门"3倍）</span>
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</div>
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</div>
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</div>
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<div class="timeline-item flex">
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<div class="timeline-dot mr-4 mt-1.5"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="text-blue-400 font-semibold">2024Q2</span>
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<span class="ml-2 text-sm text-slate-400">谷歌追加250亿美元美国数据中心投资，微软Azure AI基础设施支出同比+50%</span>
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</div>
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</div>
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</div>
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<div class="timeline-item flex">
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<div class="timeline-dot mr-4 mt-1.5"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="text-blue-400 font-semibold">2025Q1</span>
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<span class="ml-2 text-sm text-slate-400">字节跳动计划1600亿元AI基建（含900亿算力+700亿配套），腾讯清远36栋数据中心启动招商</span>
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</div>
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</div>
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</div>
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<div class="timeline-item flex">
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<div class="timeline-dot mr-4 mt-1.5"></div>
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="text-blue-400 font-semibold">政策催化</span>
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<span class="ml-2 text-sm text-slate-400">中国"东数西算"八大节点运营商集采（2025年液冷占比目标50%），美国《CHIPS法案》限制高端GPU出口倒逼国产替代</span>
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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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-purple-400">
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<i class="fas fa-lightbulb mr-2"></i>核心观点摘要
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</h2>
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<div class="highlight-box">
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<p class="text-lg">全球AI数据中心投资已从<strong class="text-blue-400">主题炒作</strong>进入<strong class="text-purple-400">基本面驱动阶段</strong>，核心驱动力是<strong class="text-green-400">AI算力需求>电力供给</strong>的硬缺口。未来3年投资将围绕<strong class="text-yellow-400">"电力-算力-散热"三重瓶颈</strong>展开，<strong class="text-red-400">国产替代</strong>与<strong class="text-cyan-400">技术迭代</strong>（液冷/HVDC/SMR核电）是最大预期差。</p>
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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="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-green-400">
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<i class="fas fa-rocket mr-2"></i>核心驱动力
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</h2>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-blue-400">算力缺口量化</h3>
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<p class="text-sm text-slate-300">Gartner预测2027年全球AI服务器电力需求达<strong>500TWh</strong>（占美国总用电量12.5%），而当前全球数据中心总装机容量仅<strong>33.6GW</strong>（2024年3月数据），缺口<strong>>10倍</strong>。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-purple-400">成本重构</h3>
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<p class="text-sm text-slate-300">AI服务器单机柜功率从<strong>7kW→140kW</strong>（方正机械路演），配套电源/散热价值量提升<strong>5-8倍</strong>（潍柴动力备用电源单价从50万→200万）。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-yellow-400">政策倒逼</h3>
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<p class="text-sm text-slate-300">美国弗吉尼亚州2025年数据中心用电占比将达<strong>43%</strong>（2022年仅21%），电网扩容滞后催生<strong>SMR核电+储能</strong>刚需。</p>
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</div>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-yellow-400">
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<i class="fas fa-chart-line mr-2"></i>预期差分析
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</h2>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-400">市场共识</th>
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<th class="text-left py-3 px-4 text-slate-400">被忽略的关键点</th>
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<th class="text-left py-3 px-4 text-slate-400">数据来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4">英伟达GPU供不应求</td>
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<td class="py-3 px-4 text-red-400">燃气轮机叶片被GE/西门子垄断，国产替代需2-3年</td>
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<td class="py-3 px-4">天风机械路演</td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4">液冷渗透率快速提升</td>
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<td class="py-3 px-4 text-red-400">CDU控制逻辑国产落后海外，毫秒级负载波动无法响应</td>
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<td class="py-3 px-4">方正机械专家</td>
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</tr>
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<tr>
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<td class="py-3 px-4">数据中心投资持续高增</td>
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<td class="py-3 px-4 text-red-400">电网瓶颈：美国弗吉尼亚州2025年电力缺口>50%</td>
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<td class="py-3 px-4">2024年6月路演</td>
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</tr>
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</tbody>
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</table>
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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 rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-400">
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<i class="fas fa-fire mr-2"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-400">近期催化剂（3-6个月）</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span class="text-sm">政策落地：中国2025年运营商液冷集采（50%渗透率）招标启动（2025Q2）</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-400 mt-1 mr-2"></i>
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<span class="text-sm">技术验证：英伟达GB200 NVL72液冷方案Q2量产，验证1350kW CDU国产供应链（高澜股份/申菱环境）</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-400 mt-1 mr-2"></i>
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<span class="text-sm">订单释放：字节跳动东南亚数据中心（140亿投资）Q3启动设备招标（潍柴动力/科泰电源）</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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<h3 class="text-lg font-semibold mb-3 text-purple-400">长期路径（2025-2030）</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-2"></i>
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<span class="text-sm"><strong>阶段1（2025-2026）</strong>：电力瓶颈爆发，SMR核电+燃气轮机成为主流供能方案（韩国3GW项目示范）</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-400 mt-1 mr-2"></i>
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<span class="text-sm"><strong>阶段2（2027-2028）</strong>：液冷渗透率超50%，冷板式成本降至3000元/kW（当前4500元）</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-400 mt-1 mr-2"></i>
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<span class="text-sm"><strong>阶段3（2029-2030）</strong>："数据中心+SMR"捆绑模式全球复制，中国"玲龙一号"商用（2026年发电）</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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</div>
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<!-- 产业链图谱 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-indigo-400">
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<i class="fas fa-network-wired mr-2"></i>产业链图谱
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</h2>
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<div class="mermaid">
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<div class="text-center text-slate-300 mb-4">AI数据中心产业链结构</div>
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||
<div class="grid md:grid-cols-3 gap-4">
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||
<div class="bg-slate-800 rounded-lg p-4 text-center">
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<div class="text-lg font-semibold mb-2 text-blue-400">电力供给</div>
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<div class="space-y-2">
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<div class="bg-slate-700 rounded p-2 text-sm">备用电源: 柴发/燃气轮机</div>
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<div class="bg-slate-700 rounded p-2 text-sm">主供电源: SMR核电/电网</div>
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||
</div>
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</div>
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||
<div class="bg-slate-800 rounded-lg p-4 text-center">
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||
<div class="text-lg font-semibold mb-2 text-purple-400">算力设备</div>
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||
<div class="space-y-2">
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||
<div class="bg-slate-700 rounded p-2 text-sm">服务器电源: 麦格米特/欧陆通</div>
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||
<div class="bg-slate-700 rounded p-2 text-sm">光模块: 新易盛/中际旭创</div>
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||
</div>
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||
</div>
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||
<div class="bg-slate-800 rounded-lg p-4 text-center">
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||
<div class="text-lg font-semibold mb-2 text-green-400">散热系统</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-slate-700 rounded p-2 text-sm">液冷CDU: 高澜股份/英维克</div>
|
||
<div class="bg-slate-700 rounded p-2 text-sm">浸没式液冷: 网宿科技</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-pink-400">
|
||
<i class="fas fa-chess mr-2"></i>核心玩家对比
|
||
</h2>
|
||
<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-400">公司</th>
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||
<th class="text-left py-3 px-4 text-slate-400">业务进展</th>
|
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<th class="text-left py-3 px-4 text-slate-400">风险点</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">逻辑纯度</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800">
|
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<td class="py-3 px-4 font-semibold text-blue-400">潍柴动力</td>
|
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<td class="py-3 px-4">数据中心备用电源市占率4%→目标20%（供货周期缩短至40周 vs 海外104周）</td>
|
||
<td class="py-3 px-4 text-red-400">功率密度仅400kW（海外2000kW）</td>
|
||
<td class="py-3 px-4">★★★★☆</td>
|
||
</tr>
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||
<tr class="border-b border-slate-800">
|
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<td class="py-3 px-4 font-semibold text-blue-400">高澜股份</td>
|
||
<td class="py-3 px-4">东南亚液冷份额35%（字节出海核心供应商）</td>
|
||
<td class="py-3 px-4 text-red-400">CDU控制逻辑落后海外</td>
|
||
<td class="py-3 px-4">★★★☆☆</td>
|
||
</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-400">麦格米特</td>
|
||
<td class="py-3 px-4">英伟达服务器电源二供（5.5kW模块单价2300元）</td>
|
||
<td class="py-3 px-4 text-red-400">光宝技术修复后份额竞争</td>
|
||
<td class="py-3 px-4">★★★★☆</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-red-400">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">具体表现</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4">技术瓶颈</td>
|
||
<td class="py-3 px-4">国产燃气轮机叶片寿命<1000小时（海外>8000小时）</td>
|
||
<td class="py-3 px-4"><span class="badge bg-red-500 text-white">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4">商业化风险</td>
|
||
<td class="py-3 px-4">液冷成本过高（浸没式9000元/kW vs 风冷2500元）</td>
|
||
<td class="py-3 px-4"><span class="badge bg-yellow-500 text-white">中</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4">政策风险</td>
|
||
<td class="py-3 px-4">美国对华GPU出口管制升级（H800禁售）</td>
|
||
<td class="py-3 px-4"><span class="badge bg-red-500 text-white">高</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4">信息矛盾</td>
|
||
<td class="py-3 px-4">方正机械称液冷渗透率<15%，但三大运营商白皮书目标50%</td>
|
||
<td class="py-3 px-4"><span class="badge bg-blue-500 text-white">需验证</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-emerald-400">
|
||
<i class="fas fa-flag-checkered mr-2"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="highlight-box mb-4">
|
||
<p class="text-lg mb-3">全球AI数据中心投资处于<strong class="text-blue-400">"电力瓶颈驱动的第二波行情"</strong>，<strong class="text-purple-400">国产替代+技术迭代</strong>是超额收益来源。</p>
|
||
</div>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-blue-400">电力设备</h3>
|
||
<p class="text-sm text-slate-300">潍柴动力（柴发国产替代）+江苏神通（SMR核电设备）</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-purple-400">液冷核心</h3>
|
||
<p class="text-sm text-slate-300">高澜股份（CDU技术突破预期差最大）</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-green-400">服务器电源</h3>
|
||
<p class="text-sm text-slate-300">麦格米特（英伟达供应链弹性）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-orange-400">
|
||
<i class="fas fa-chart-bar mr-2"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 数据中心(241227) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">数据中心(241227)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">项目</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">兆龙互连</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">DAC无源铜缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">立讯精密</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">DAC无源铜缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">金信诺</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">DAC无源铜缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">沃尔核材</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">DAC无源铜缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">博创科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">AOC有源光缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">鑫科材料</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">AEC有源电缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">长飞光纤</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">AEC有源电缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">瑞可达</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">AEC有源电缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">新易盛</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">AEC有源电缆</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">露笑科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">鑫科材料</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">连接</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">英威腾</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">不间断电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科华数据</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">不间断电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科士达</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">不间断电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">欧陆通</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">服务器电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">麦格米特</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">服务器电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">泰嘉股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">服务器电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">茂硕电源</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">通信电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中恒电气</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">通信电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">动力源</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">通信电源</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科泰电源</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">备用发电机</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">潍柴重机</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">备用发电机</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">泰豪科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">备用发电机</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国动力</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">备用发电机</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">潍柴动力</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">电源</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">备用发电机</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">申菱环境</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">温控设备</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">英维克</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">温控设备</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">佳力图</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">温控设备</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">英特科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">温控设备</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">同星科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">温控设备</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">高澜股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">浸没式液冷</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">网宿科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">浸没式液冷</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科创新源</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">浸没式液冷</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">润禾材料</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">浸没式液冷</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">佳力图</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">机房空调</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">依米康</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">机房空调</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">黑牡丹</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">机房空调</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">英维克</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">机房空调</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">海鸥股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">冷却塔</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">华电科工</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">温控</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">冷却塔</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国电信</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国联通</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国移动</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">万国数据</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">世纪互联</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">光环新网</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">宝信软件</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">*ST鹏博</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">数据港</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">IDC核心公司市占率2021年</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">润泽科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">奥飞数据</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">森远股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">朗威股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">城地香江</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">ST证通</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">首都在线</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科华数据</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">南兴股份</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中科金财</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">立昂技术</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">梦网科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">万马科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">超讯通信</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">*ST龙宇</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">ST中装</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">南凌科技</td>
|
||
<td class="py-3 px-4"><span class="badge industry-badge">运营</span></td>
|
||
<td class="py-3 px-4"><span class="badge project-badge">其他IDC厂商</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 数据中心电力设备(250108) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">数据中心电力设备(250108)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">项目/产品/客户</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">金额/比例/市场份额</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">欧陆通</td>
|
||
<td class="py-3 px-4">服务器电源营收A股第一</td>
|
||
<td class="py-3 px-4">8亿</td>
|
||
<td class="py-3 px-4">服务器电源营收A股第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">麦格米特</td>
|
||
<td class="py-3 px-4">英伟达服务器电源供货商</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">英伟达服务器电源供货商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">泰嘉股份</td>
|
||
<td class="py-3 px-4">与华为储能和逆变器业务事业部达成初步协议进入OEM业务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">与华为储能和逆变器业务事业部达成初步协议</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">江海股份</td>
|
||
<td class="py-3 px-4">超级电容国内市场市占率A股第一</td>
|
||
<td class="py-3 px-4">9%</td>
|
||
<td class="py-3 px-4">超级电容国内市场市占率A股第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">元力股份</td>
|
||
<td class="py-3 px-4">超级电容炭产能</td>
|
||
<td class="py-3 px-4">750吨/年</td>
|
||
<td class="py-3 px-4">超级电容炭产能750吨/年</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">美锦能源</td>
|
||
<td class="py-3 px-4">超级电容炭产能</td>
|
||
<td class="py-3 px-4">10吨/年</td>
|
||
<td class="py-3 px-4">超级电容炭产能10吨/年</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">祥和实业</td>
|
||
<td class="py-3 px-4">超级电容用橡胶密封塞</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">产品包括超级电容用橡胶密封塞</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">东阳光</td>
|
||
<td class="py-3 px-4">超级电容电池材料及超级电容器生产基地在规划中</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">产品包括超级电容电池材料且生产基地在规划中</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">思源电气</td>
|
||
<td class="py-3 px-4">双电层超级电容(EDLC)和混合型超级电容</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">控股公司烯晶碳能主要产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">新筑股份</td>
|
||
<td class="py-3 px-4">国家车用超级电容器系统工程技术研究中心(未核实)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">子公司奥威科技建有该技术中心</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">泰尔股份</td>
|
||
<td class="py-3 px-4">超级电容器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">控股公司众迈科技产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">北京科锐</td>
|
||
<td class="py-3 px-4">超级电容充电装置</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">控股子公司北京科锐博润研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">康盛股份</td>
|
||
<td class="py-3 px-4">超级电容器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参股公司天津普兰纳米科技产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">蔚蓝锂芯</td>
|
||
<td class="py-3 px-4">BBU备用电源电池电芯进度A股第一</td>
|
||
<td class="py-3 px-4">向第三方少量出货</td>
|
||
<td class="py-3 px-4">BBU备用电源电池电芯进度A股第一且有第三方出货</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">欣旺达</td>
|
||
<td class="py-3 px-4">BBU电池产品</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司有BBU电池产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">华塑科技</td>
|
||
<td class="py-3 px-4">后备用电池BMS</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">产品包括后备用电池BMS</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">海得控制</td>
|
||
<td class="py-3 px-4">储能系统用于算力中心备用电源</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">研究储能系统用于算力中心备用电源</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">康盛股份</td>
|
||
<td class="py-3 px-4">5G BBU一体式液冷机柜、6U BBU一体式液冷机柜</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司已发布相关产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中恒电气</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率</td>
|
||
<td class="py-3 px-4">28%</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">动力源</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率</td>
|
||
<td class="py-3 px-4">19%</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率第二</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">铭普光磁</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率</td>
|
||
<td class="py-3 px-4">11%</td>
|
||
<td class="py-3 px-4">高压直流系统HVDC市占率第三</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">茂硕电源</td>
|
||
<td class="py-3 px-4">通信电源</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司产品包括通信电源</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">华塑科技</td>
|
||
<td class="py-3 px-4">数据中心电池安全监控设备市占率</td>
|
||
<td class="py-3 px-4">国内第一</td>
|
||
<td class="py-3 px-4">数据中心电池安全监控设备市占率国内第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科华数据</td>
|
||
<td class="py-3 px-4">不间断电源市占率</td>
|
||
<td class="py-3 px-4">15%</td>
|
||
<td class="py-3 px-4">不间断电源市占率A股第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科士达</td>
|
||
<td class="py-3 px-4">不间断电源市占率</td>
|
||
<td class="py-3 px-4">7%</td>
|
||
<td class="py-3 px-4">不间断电源市占率A股第二</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">英威腾</td>
|
||
<td class="py-3 px-4">不间断电源市占率</td>
|
||
<td class="py-3 px-4">6%</td>
|
||
<td class="py-3 px-4">不间断电源市占率A股第三</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">蔚蓝锂芯</td>
|
||
<td class="py-3 px-4">锂电池产品包括BBU(后备电源)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">锂电池产品包括BBU后备电源</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">雄韬股份</td>
|
||
<td class="py-3 px-4">铅酸电池产品应用于UPS领域</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">铅酸电池产品主要应用于UPS领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">南都电源</td>
|
||
<td class="py-3 px-4">国内较早进入不间断电源行业的铅酸电池企业</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">国内较早进入不间断电源行业的铅酸电池企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">特变电工</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">4.1%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">许继电气</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">1.4%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第二</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">保变电气</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.9%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第三</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">顺钠股份</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.5%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第四</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国西电</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.3%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第五</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">北京科锐</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.3%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第五</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">三变科技</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.3%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第五</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">伊戈尔</td>
|
||
<td class="py-3 px-4">电力变压器市占率</td>
|
||
<td class="py-3 px-4">0.3%</td>
|
||
<td class="py-3 px-4">电力变压器市占率第五</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">扬电科技</td>
|
||
<td class="py-3 px-4">国内较早生产非晶变压器的企业</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">国内较早生产非晶变压器的企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">望变电气</td>
|
||
<td class="py-3 px-4">变压器原材料取向硅钢销售龙头企业</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">变压器原材料取向硅钢销售龙头企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">明阳电气</td>
|
||
<td class="py-3 px-4">变压器营收</td>
|
||
<td class="py-3 px-4">7亿</td>
|
||
<td class="py-3 px-4">变压器营收7亿</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科泰电源</td>
|
||
<td class="py-3 px-4">灾备电源市占率</td>
|
||
<td class="py-3 px-4">15%</td>
|
||
<td class="py-3 px-4">灾备电源市占率A股第一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">泰豪科技</td>
|
||
<td class="py-3 px-4">灾备电源市占率</td>
|
||
<td class="py-3 px-4">10%</td>
|
||
<td class="py-3 px-4">灾备电源市占率A股第二</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">潍柴重机</td>
|
||
<td class="py-3 px-4">电信、移动、联通三大通讯运营商战略供应商</td>
|
||
<td class="py-3 px-4">发电机营收11亿(船用为主)</td>
|
||
<td class="py-3 px-4">为三大通讯运营商战略供应商且发电机营收11亿</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">中国动力</td>
|
||
<td class="py-3 px-4">中船柴油机有限公司主营发电机组</td>
|
||
<td class="py-3 px-4">营收178亿(船用为主)</td>
|
||
<td class="py-3 px-4">子公司主营发电机组且营收178亿</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">潍柴动力</td>
|
||
<td class="py-3 px-4">博社安20M55发电机组专为数据中心打造</td>
|
||
<td class="py-3 px-4">发电机产品车用为主</td>
|
||
<td class="py-3 px-4">博社安20M55发电机组专为数据中心打造</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 星际之门概念(250122) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-400">星际之门概念(250122)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">代码</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">自由市值</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">近一年涨停数</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">概念解析</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">工业富联</td>
|
||
<td class="py-3 px-4">601138</td>
|
||
<td class="py-3 px-4">779.27亿</td>
|
||
<td class="py-3 px-4">8</td>
|
||
<td class="py-3 px-4">公司与Stargate核心算力供应商Oracle等常年保持密切合作关系，与北美算力产业链同样有长期合作</td>
|
||
<td class="py-3 px-4">与核心算力供应商Oracle及北美算力产业链保持长期合作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">华脉科技</td>
|
||
<td class="py-3 px-4">603042</td>
|
||
<td class="py-3 px-4">20.79亿</td>
|
||
<td class="py-3 px-4">12</td>
|
||
<td class="py-3 px-4">公司子公司乐庭智联生产的400G、800G高速通信线为DAC铜电缆，广泛应用于数据中心等</td>
|
||
<td class="py-3 px-4">子公司生产高速通信线缆应用于数据中心</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">新亚电子</td>
|
||
<td class="py-3 px-4">605277</td>
|
||
<td class="py-3 px-4">23.45亿</td>
|
||
<td class="py-3 px-4">11</td>
|
||
<td class="py-3 px-4">公司数据线材主要应用于AI人工智能服务器、数据中心等领域，直接向美国安费诺等客户供货</td>
|
||
<td class="py-3 px-4">数据线材应用于AI服务器和数据中心，供货安费诺</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">欧陆通</td>
|
||
<td class="py-3 px-4">300870</td>
|
||
<td class="py-3 px-4">53.16亿</td>
|
||
<td class="py-3 px-4">5</td>
|
||
<td class="py-3 px-4">在数据中心基础设施领域，公司的数据中心电源产品在技术水平、产品质量等方面均处于国内领先地位</td>
|
||
<td class="py-3 px-4">数据中心电源产品技术领先</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">德科立</td>
|
||
<td class="py-3 px-4">688205</td>
|
||
<td class="py-3 px-4">73.37亿</td>
|
||
<td class="py-3 px-4">1</td>
|
||
<td class="py-3 px-4">公司近年来一直积极稳步推进DCI产品开发，目前在交付的DCI产品主要以400G为主</td>
|
||
<td class="py-3 px-4">主推400G DCI产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">三变科技</td>
|
||
<td class="py-3 px-4">002112</td>
|
||
<td class="py-3 px-4">29.55亿</td>
|
||
<td class="py-3 px-4">4</td>
|
||
<td class="py-3 px-4">官网显示供货美国变压器。公司专门从事变压器的生产、销售和维保</td>
|
||
<td class="py-3 px-4">变压器产品出口美国</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">胜宏科技</td>
|
||
<td class="py-3 px-4">300476</td>
|
||
<td class="py-3 px-4">329.48亿</td>
|
||
<td class="py-3 px-4">1</td>
|
||
<td class="py-3 px-4">高阶HDI大批量产，交换机、AI服务器、高端通信领域和多家全球顶级客户深度合作</td>
|
||
<td class="py-3 px-4">HDI产品应用于AI服务器和高端通信领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">沪电股份</td>
|
||
<td class="py-3 px-4">002463</td>
|
||
<td class="py-3 px-4">590.99亿</td>
|
||
<td class="py-3 px-4">4</td>
|
||
<td class="py-3 px-4">沪电股份通过与国内外顶尖科技企业的深度合作，持续优化产品结构</td>
|
||
<td class="py-3 px-4">与顶尖科技企业合作优化产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">朗威股份</td>
|
||
<td class="py-3 px-4">301202</td>
|
||
<td class="py-3 px-4">13.14亿</td>
|
||
<td class="py-3 px-4">4</td>
|
||
<td class="py-3 px-4">作为数据中心机房及综合布线设备提供商，主要产品包括服务器机柜、冷热通道、微模块等</td>
|
||
<td class="py-3 px-4">提供数据中心机房设备解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">克莱特</td>
|
||
<td class="py-3 px-4">831689</td>
|
||
<td class="py-3 px-4">7.69亿</td>
|
||
<td class="py-3 px-4">0</td>
|
||
<td class="py-3 px-4">克莱特的数据中心冷却产品已进入美国，其水冷产品也进入了美国数据中心</td>
|
||
<td class="py-3 px-4">冷却产品进入美国数据中心市场</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">鼎泰高科</td>
|
||
<td class="py-3 px-4">301377</td>
|
||
<td class="py-3 px-4">16.40亿</td>
|
||
<td class="py-3 px-4">1</td>
|
||
<td class="py-3 px-4">公司AI钻针大客户TTM公司和胜宏科技，均为英伟达重要供应商</td>
|
||
<td class="py-3 px-4">为英伟达供应链企业提供AI钻针</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">方盛股份</td>
|
||
<td class="py-3 px-4">832662</td>
|
||
<td class="py-3 px-4">4.85亿</td>
|
||
<td class="py-3 px-4">3</td>
|
||
<td class="py-3 px-4">公司境外销售占比逐年上升至42%，美国维谛技术是公司合作10年以上的战略客户</td>
|
||
<td class="py-3 px-4">与美国维谛技术长期战略合作</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 沙特数据中心（250210） -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">沙特数据中心（250210）</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">合作方/客户类型/市场区域</th>
|
||
<th class="text-left py-3 px-4 text-slate-400">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">立昂技术</td>
|
||
<td class="py-3 px-4">沙特数据中心项目</td>
|
||
<td class="py-3 px-4">公共基础设施建设</td>
|
||
<td class="py-3 px-4">DeepSeek</td>
|
||
<td class="py-3 px-4">公司在沙特设立海外基地，开展数字城市业务和公共基础设施建设，并叠加DeepSeek技术。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">达实智能</td>
|
||
<td class="py-3 px-4">LEAP科技展</td>
|
||
<td class="py-3 px-4">智慧空间解决方案</td>
|
||
<td class="py-3 px-4">华为云、建筑、园区、医院、城市轨道交通、数据中心</td>
|
||
<td class="py-3 px-4">与华为云联合创新，共同参与LEAP科技展，为中东地区提供智慧空间解决方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">奥飞数据</td>
|
||
<td class="py-3 px-4">沙特数据中心项目</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">阿吉兰兄弟公司、合作洽谈中</td>
|
||
<td class="py-3 px-4">公司与阿吉兰兄弟公司就沙特数据中心项目处于合作洽谈阶段。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">科泰电源</td>
|
||
<td class="py-3 px-4">沙特YCC水泥项目</td>
|
||
<td class="py-3 px-4">电信项目</td>
|
||
<td class="py-3 px-4">中东、北非、东南亚</td>
|
||
<td class="py-3 px-4">参与国内外大型数据中心及电信项目招标，连续供应沙特YCC水泥等大型项目。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4">申菱环境</td>
|
||
<td class="py-3 px-4">沙特YCC水泥项目</td>
|
||
<td class="py-3 px-4">数据中心温控</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">主营数据中心温控领域，曾中标沙特YCC水泥项目。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 页脚 -->
|
||
<div class="text-center text-slate-500 text-sm mt-12 pb-8">
|
||
<p>© 2025 全球AI数据中心投资分析报告 | 数据来源：公开市场信息</p>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加一些交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 表格行悬停效果
|
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const tableRows = document.querySelectorAll('tbody tr');
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|
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|
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|
||
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|
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|
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|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |