756 lines
34 KiB
HTML
756 lines
34 KiB
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>物理AI概念分析报告</title>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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overflow-x: hidden;
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background: linear-gradient(135deg, #1a2a6c, #2c3e50, #4a69bd);
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.content-wrapper {
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.table-responsive {
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="vanta-bg"></div>
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<div class="content-wrapper">
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<!-- 顶部标题区域 -->
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<div class="gradient-bg py-16 px-4 md:px-8">
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<div class="max-w-7xl mx-auto text-center">
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<h1 class="text-4xl md:text-6xl font-bold text-white mb-6">物理AI</h1>
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<p class="text-xl md:text-2xl text-blue-100 max-w-4xl mx-auto">
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下一代AI形态：理解物理世界、遵循物理规则、与现实世界交互
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</p>
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<div class="mt-8 flex flex-wrap justify-center gap-4">
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<span class="px-4 py-2 bg-white bg-opacity-20 rounded-full text-white text-sm">技术验证期</span>
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<span class="px-4 py-2 bg-white bg-opacity-20 rounded-full text-white text-sm">军工/工业仿真</span>
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<span class="px-4 py-2 bg-white bg-opacity-20 rounded-full text-white text-sm">英伟达生态</span>
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</div>
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</div>
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</div>
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<!-- 主要内容区域 -->
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<div class="max-w-7xl mx-auto px-4 md:px-8 py-12">
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<!-- 概念定义和时间轴 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">概念定义与发展历程</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-robot text-blue-600 mr-3"></i>什么是物理AI？
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</h3>
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<p class="text-gray-600 leading-relaxed">
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物理AI（Physical AI）是下一代AI形态，核心是让AI模型具备理解物理世界空间关系、物理规则的能力，并能与现实世界交互。其通过"现实-虚拟-现实"闭环，解决真实数据不足、极端场景缺失的问题。
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</p>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-history text-blue-600 mr-3"></i>发展时间轴
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</h3>
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<div class="space-y-4 pl-6 relative">
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<div class="timeline-line"></div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-gray-800">2024年9月</p>
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<p class="text-gray-600 text-sm">阿里CEO吴泳铭提出"AI最大想象力在改变物理世界"</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-gray-800">2025年1月</p>
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<p class="text-gray-600 text-sm">英伟达发布Cosmos世界模型，黄仁勋定义"物理AI是AI软件新范式"</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-gray-800">2025年3月</p>
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<p class="text-gray-600 text-sm">索辰科技发布"天工·开物"物理AI平台，对标英伟达Omniverse+Cosmos</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-gray-800">2025年7月</p>
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<p class="text-gray-600 text-sm">华为昇腾生态扩展，物理AI进入机器人/智驾训练场景</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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<!-- 核心观点摘要 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">核心观点摘要</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6 border border-blue-100">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">阶段判断</h3>
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<p class="text-gray-700 mb-3">
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物理AI处于<span class="font-semibold text-blue-700">技术验证向商业化过渡</span>的早期阶段
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</p>
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<div class="space-y-2">
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<p class="text-gray-600 flex items-start">
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<i class="fas fa-chevron-right text-blue-500 mt-1 mr-2 text-sm"></i>
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核心驱动力：军工/工业仿真需求爆发（"十四五"收官订单修复）
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</p>
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<p class="text-gray-600 flex items-start">
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<i class="fas fa-chevron-right text-blue-500 mt-1 mr-2 text-sm"></i>
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英伟达生态闭环（Omniverse+Cosmos）
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</p>
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</div>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-6 border border-purple-100">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">潜力展望</h3>
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<p class="text-gray-700 mb-3">
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未来5年或复制CUDA生态路径，成为机器人、智驾、军工的"软核心"
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</p>
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<div class="bg-white rounded-lg p-4 text-center">
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<p class="text-3xl font-bold text-purple-600">60亿元</p>
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<p class="text-gray-600 text-sm">市场规模（汽车+机器人仿真）</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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<!-- 核心驱动力与市场热度 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">核心驱动力与市场认知</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-lg font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-green-500 mr-2"></i>技术突破
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</h3>
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<ul class="space-y-2 text-gray-600">
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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 text-sm"></i>
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英伟达Cosmos通过2000万小时视频训练生成物理逻辑数据
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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 text-sm"></i>
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机器人训练周期从2年压缩至分钟级
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-lg font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-chart-line text-yellow-500 mr-2"></i>市场热度
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</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-yellow-500 mt-1 mr-2 text-sm"></i>
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2025年3月后，7家头部券商连发物理AI专题
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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-yellow-500 mt-1 mr-2 text-sm"></i>
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机构乐观，索辰科技目标市值200-300亿元
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</li>
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</ul>
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</div>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-lg font-semibold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-blue-500 mr-2"></i>预期差
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</h3>
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<ul class="space-y-2 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2 text-sm"></i>
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军工数据壁垒比消费级场景更稀缺
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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-blue-500 mt-1 mr-2 text-sm"></i>
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券商估值隐含50亿元增量，实际收入目标仅3000万
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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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<!-- 催化剂与路径 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">催化剂与发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div class="bg-gradient-to-r from-orange-50 to-red-50 rounded-xl p-6 border border-orange-100">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂</h3>
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<div class="space-y-4">
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<div class="bg-white rounded-lg p-4">
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<p class="font-semibold text-gray-800">2025年7月28日</p>
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<p class="text-gray-600">索辰科技发布机器人虚拟训练平台，若超预期或引爆主题</p>
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</div>
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<div class="bg-white rounded-lg p-4">
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<p class="font-semibold text-gray-800">2025年Q3</p>
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<p class="text-gray-600">英伟达Omniverse新版本发布，可能宣布军工/汽车领域标杆客户</p>
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</div>
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</div>
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</div>
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<div class="bg-gradient-to-r from-green-50 to-teal-50 rounded-xl p-6 border border-green-100">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">长期发展路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 mt-0.5">1</span>
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<div>
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<p class="font-semibold text-gray-800">2025-2026年</p>
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<p class="text-gray-600 text-sm">军工仿真订单落地（风电、无人机场景已验证）</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 mt-0.5">2</span>
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<div>
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<p class="font-semibold text-gray-800">2027-2030年</p>
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<p class="text-gray-600 text-sm">渗透汽车/机器人仿真市场，国内CAE软件替代</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="bg-green-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm font-bold mr-3 mt-0.5">3</span>
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<div>
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<p class="font-semibold text-gray-800">终极形态</p>
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<p class="text-gray-600 text-sm">成为"物理世界的操作系统"，类似CUDA之于AI</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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</div>
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<!-- 产业链与核心公司 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">产业链与核心玩家</h2>
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4 mb-8">
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<div class="bg-blue-50 rounded-lg p-4 text-center">
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<p class="font-semibold text-blue-700 mb-2">上游</p>
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<p class="text-gray-600 text-sm">英伟达（GPU+Cosmos）<br>华为昇腾（算力一体机）</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4 text-center">
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<p class="font-semibold text-purple-700 mb-2">中游</p>
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<p class="text-gray-600 text-sm">CAE软件（索辰科技、中望软件）<br>3D视觉（思看科技）</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4 text-center">
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<p class="font-semibold text-green-700 mb-2">下游</p>
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<p class="text-gray-600 text-sm">军工（航天宏图）<br>智驾（德赛西威）<br>机器人（天准科技）</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">纯度评级</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">索辰科技</td>
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<td class="px-4 py-4 text-sm text-gray-500">唯一自主物理求解器+军工数据壁垒</td>
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<td class="px-4 py-4 text-sm text-gray-500">收入兑现慢（2025年仅3000万）</td>
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<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">★★★★★</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中望软件</td>
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<td class="px-4 py-4 text-sm text-gray-500">CAD/CAE国产替代，绑定华为生态</td>
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<td class="px-4 py-4 text-sm text-gray-500">物理AI占比低</td>
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<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">★★★☆☆</td>
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</tr>
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<tr>
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">思看科技</td>
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<td class="px-4 py-4 text-sm text-gray-500">高精度3D扫描，物理AI数据入口</td>
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<td class="px-4 py-4 text-sm text-gray-500">消费级拓展不及预期</td>
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<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-500">★★★☆☆</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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</div>
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<!-- 潜在风险 -->
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<div class="mb-16">
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<h2 class="text-3xl font-bold text-gray-800 mb-6">潜在风险</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-red-50 rounded-xl p-6 border border-red-100">
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<h3 class="text-lg font-semibold text-red-700 mb-4">技术风险</h3>
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<p class="text-gray-700">物理引擎精度不足（如Cosmos生成数据存在15%误差，GTC案例）</p>
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</div>
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<div class="bg-orange-50 rounded-xl p-6 border border-orange-100">
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<h3 class="text-lg font-semibold text-orange-700 mb-4">商业化风险</h3>
|
||
<p class="text-gray-700">军工订单周期长（3-6个月谈判期，Bullfrog AI路演）</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-xl p-6 border border-yellow-100">
|
||
<h3 class="text-lg font-semibold text-yellow-700 mb-4">政策风险</h3>
|
||
<p class="text-gray-700">军工数据出口管制可能限制海外拓展</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-xl p-6 border border-purple-100">
|
||
<h3 class="text-lg font-semibold text-purple-700 mb-4">信息矛盾</h3>
|
||
<p class="text-gray-700">中信证券预测军工AI"结构性反转"，但2025年国防预算增速仅7.2%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="mb-16">
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl p-8 text-white">
|
||
<h2 class="text-3xl font-bold mb-6">结论与投资启示</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4">阶段判断</h3>
|
||
<p class="text-indigo-100 mb-4">主题炒作向基本面过渡，需紧盯订单兑现（索辰Q3财报）</p>
|
||
|
||
<h3 class="text-xl font-semibold mb-4">高价值方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-300 mt-1 mr-2"></i>
|
||
<span>军工仿真：订单确定性高（"十四五"收官冲刺）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-300 mt-1 mr-2"></i>
|
||
<span>数据服务商：3D扫描（思看科技）作为物理AI"卖铲人"</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4">关键跟踪指标</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<p class="font-semibold">索辰科技</p>
|
||
<p class="text-indigo-100 text-sm">2025年物理AI收入是否突破5000万元（股权激励目标）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<p class="font-semibold">英伟达生态</p>
|
||
<p class="text-indigo-100 text-sm">Omniverse军工客户签约数量（如Palantir模式复制）</p>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 bg-red-500 bg-opacity-30 rounded-lg p-4">
|
||
<p class="font-semibold text-red-100">风险提示</p>
|
||
<p class="text-red-100 text-sm">若7月28日索辰产品发布不及预期，或引发估值回调20-30%</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="mb-16">
|
||
<h2 class="text-3xl font-bold text-gray-800 mb-6">关联股票</h2>
|
||
<div class="card">
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票名称</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">分类</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">行业/合作项目/应用场景</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">产业链</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">消息来源</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">索辰科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">平台软件</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">CAE软件及物理AI技术研发</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">软件开发与AI技术应用</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动/公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">持续加强在CAE软件及物理AI技术积累，2025年物理AI产品收入目标3000万元</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">天准科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">英伟达合作</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">NVIDIA Jetson产品线合作</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">硬件解决方案</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">机构研报</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">作为NVIDIA Jetson产品线国内最大合作伙伴，提供金蝶级解决方案</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">奥比中光</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">英伟达合作</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">Orbbec视觉产品融入Isaac Sim平台</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">机器人视觉系统</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">助力全球机器人开发者便捷开发3D视觉系统</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">阿尔特</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">英伟达合作</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">Omniverse机器人开发集成</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">硬件与软件解决方案</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">联合英伟达引入Omniverse，覆盖Jetson硬件、Isaac软件开发等全流程</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">东方精工</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">英伟达合作</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">激光叉车AI应用</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">工业机器人</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">参股公司嘉腾机器人应用生成式AI于激光叉车，CES展出移动机器人案例</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">凌云光</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">技术支持</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">AI物理世界基础模型</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">视觉数据支持</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">为AI物理世界基础模型提供视觉数据支持和分析能力</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">盛视科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">技术支持</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">实体AI（物理AI）</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">AI+机器人技术</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">长期致力于实体AI技术研发，具备技术积累</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">智微智能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">技术支持</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">Isaac Sim虚拟仿真</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">机器人训练与数据合成</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">官微</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">基于英伟达Isaac Sim实现复杂物理交互的端到端仿真</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">凡拓数创</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">技术支持</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">AI 3D数字孪生</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">数字孪生开发</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">推进AI 3D数字孪生产品开发及一体化服务</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">丝路视觉</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">应用</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">AI 3D大模型企业服务</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">3D技术与数据资源</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">基于3D技术积累大量数据资源，赋能AI 3D大模型创建和使用</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">翰博高新</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">应用</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">BIM智能管理系统</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">数据中心能效优化</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">BIM系统赋能物理AI数据中心运维，适配超算中心能效优化</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-xs font-weight-bold">华如科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-primary">应用</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">虚拟战场环境生成</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">军事仿真训练</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">机构调研</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs text-muted mb-0">物理AI驱动虚拟战场生成，构建闭合仿真训练体系</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1a2a6c,
|
||
shininess: 20.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
|
||
// 添加滚动时的动画效果
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -100px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver(function(entries) {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
// 观察所有卡片元素
|
||
document.querySelectorAll('.card-shadow').forEach(el => {
|
||
el.style.opacity = '0';
|
||
el.style.transform = 'translateY(20px)';
|
||
el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(el);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |