780 lines
36 KiB
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780 lines
36 KiB
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<title>算力概念深度分析报告</title>
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.table-container {
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</style>
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</head>
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<body>
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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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">算力概念深度分析</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">从政策驱动到需求爆发，国产算力迎来商业化元年</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间线</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2022年2月</h3>
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<p class="text-sm mt-1">"东数西算"工程全面启动，规划八大枢纽节点，首次将算力提升至国家战略资源高度。</p>
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</div>
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</div>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2023年10月</h3>
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<p class="text-sm mt-1">工信部发布《算力基础设施高质量发展行动计划》，明确2025年算力规模超300EFLOPS。</p>
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</div>
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</div>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2024年3月</h3>
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<p class="text-sm mt-1">OpenAI发布Sora视频生成模型，训练需5万张H100 GPU，直接引爆全球算力缺口讨论。</p>
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</div>
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</div>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2024年7月</h3>
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<p class="text-sm mt-1">上海临港落地15000卡国产万卡液冷集群，国产化率超85%，标志国产算力集群首次突破万卡规模。</p>
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</div>
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</div>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2025年1月</h3>
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<p class="text-sm mt-1">Stargate项目宣布5000亿美元AI基建投资，年化投入1250亿美元，超过北美四大云厂商2025年总和。</p>
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</div>
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</div>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="flex items-start">
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<div class="timeline-dot mr-4"></div>
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<div>
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<h3 class="font-bold text-blue-300">2025年3月</h3>
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<p class="text-sm mt-1">弘信电子披露已布局4万P算力，租赁毛利率10-15%显著高于销售模式，验证算力租赁商业模式可行性。</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-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-900 to-indigo-900 rounded-xl p-6 card-shadow">
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<div class="text-blue-300 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">当前阶段</h3>
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<p class="text-sm">算力概念已从"政策驱动"进入"需求爆发+国产替代"双轮驱动阶段，2024-2025年为国产算力从0到1放量拐点。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900 to-pink-900 rounded-xl p-6 card-shadow">
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<div class="text-purple-300 mb-3">
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<i class="fas fa-exclamation-triangle text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">核心矛盾</h3>
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<p class="text-sm">全球算力需求指数级增长（AI训练需求年增50倍）与美国芯片禁运导致的供给缺口，倒逼国产算力技术突破与商业化加速。</p>
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</div>
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<div class="bg-gradient-to-br from-teal-900 to-emerald-900 rounded-xl p-6 card-shadow">
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<div class="text-teal-300 mb-3">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p class="text-sm">2025年全球AI服务器市场规模将达1.1万亿人民币（中国占比25%），国产算力份额有望从当前<10%提升至30%+。</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心驱动力</h2>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
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<div class="overflow-x-auto">
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<table class="w-full">
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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-blue-300">维度</th>
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<th class="text-left py-3 px-4 text-blue-300">具体逻辑</th>
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<th class="text-left py-3 px-4 text-blue-300">数据支撑</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-700">
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<td class="py-3 px-4 font-medium">技术突破</td>
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<td class="py-3 px-4">国产芯片性能逼近国际水平：昇腾910C对标H100，寒武纪思元370算力达96TFLOPS</td>
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<td class="py-3 px-4">华为万卡集群实测效率超H100方案18%（申万研报）</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-medium">政策强制</td>
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<td class="py-3 px-4">2025年国产化率硬指标：北京要求100%自主可控，上海要求50%国产芯片占比</td>
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<td class="py-3 px-4">甘肃枢纽节点已突破3.3万P算力（央视新闻）</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4 font-medium">需求爆发</td>
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<td class="py-3 px-4">大模型参数量每18个月增长10倍（Scaling Law），推理需求为训练的100倍</td>
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<td class="py-3 px-4">OpenAI Sora训练需5万张H100（国君计算机路演）</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-medium">成本重构</td>
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<td class="py-3 px-4">算力租赁毛利率10-15% vs 服务器销售5-10%（弘信电子披露）</td>
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<td class="py-3 px-4">深圳发放训力券降低中小企业算力成本50%（深圳2025行动计划）</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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<!-- 市场认知偏差 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">市场认知偏差</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-red-900 bg-opacity-30 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-red-400">
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<h3 class="font-bold text-lg mb-3 text-red-300">高估</h3>
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<p class="text-sm">市场普遍认为国产芯片"不可用"，但海光深算二号已实现商用，昇腾910C获字节/百度测试订单（方正证券路演）。</p>
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</div>
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<div class="bg-green-900 bg-opacity-30 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-green-400">
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<h3 class="font-bold text-lg mb-3 text-green-300">低估</h3>
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<p class="text-sm">边缘算力需求被忽视，4090显卡即可支撑千万级DAU的推理需求（民生TMT路演），对应深网科技/云天励飞等标的弹性。</p>
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</div>
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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="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-purple-300">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="text-purple-400 mb-2">
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<i class="fas fa-chart-bar text-xl"></i>
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</div>
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<h4 class="font-bold mb-2">2025Q1财报验证</h4>
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<p class="text-sm">寒武纪/海光存货数据预示2025年业绩放量（民生TMT路演）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="text-purple-400 mb-2">
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<i class="fas fa-shopping-cart text-xl"></i>
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</div>
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<h4 class="font-bold mb-2">运营商集采落地</h4>
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<p class="text-sm">中国移动2025年AI服务器招标（预计200亿规模），昇腾/海光份额或超60%（中信证券路演）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-5 card-shadow">
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<div class="text-purple-400 mb-2">
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<i class="fas fa-file-alt text-xl"></i>
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</div>
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<h4 class="font-bold mb-2">政策细则出台</h4>
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<p class="text-sm">上海"算力浦江"行动要求2025年底新建5个大型智算中心（上海通信管理局）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4 text-purple-300">长期路径（2025-2027）</h3>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div class="text-center mb-4 md:mb-0 md:w-1/4">
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<div class="bg-blue-900 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="font-bold">2025</span>
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</div>
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<p class="text-sm">国产芯片万卡集群验证</p>
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</div>
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<div class="text-blue-400 mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0 md:w-1/4">
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<div class="bg-purple-900 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="font-bold">2026</span>
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</div>
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<p class="text-sm">推理需求爆发（边缘算力）</p>
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</div>
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<div class="text-blue-400 mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-2xl"></i>
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</div>
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<div class="text-center mb-4 md:mb-0 md:w-1/4">
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<div class="bg-pink-900 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="font-bold">2027</span>
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</div>
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<p class="text-sm">算力调度平台商业化</p>
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</div>
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<div class="text-blue-400">
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<i class="fas fa-arrow-right text-2xl"></i>
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</div>
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<div class="text-center md:w-1/4">
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<div class="bg-gradient-to-r from-blue-900 to-purple-900 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<span class="font-bold">2027</span>
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</div>
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<p class="text-sm">全球AI服务器市场1.5万亿人民币</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-purple-300">产业链图谱</h3>
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<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="text-center">
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<h4 class="font-bold text-blue-300 mb-3">上游</h4>
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<div class="space-y-2">
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<div class="bg-slate-700 rounded-lg p-3">芯片（昇腾/海光/寒武纪）</div>
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<div class="bg-slate-700 rounded-lg p-3">服务器（中科曙光/浪潮信息）</div>
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<div class="bg-slate-700 rounded-lg p-3">液冷（英维克/高澜股份）</div>
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</div>
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</div>
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<div class="text-center">
|
||
<h4 class="font-bold text-purple-300 mb-3">中游</h4>
|
||
<div class="space-y-2">
|
||
<div class="bg-slate-700 rounded-lg p-3">算力租赁（弘信电子/真视通）</div>
|
||
<div class="bg-slate-700 rounded-lg p-3">调度平台（润泽科技/奥飞数据）</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<h4 class="font-bold text-pink-300 mb-3">下游</h4>
|
||
<div class="space-y-2">
|
||
<div class="bg-slate-700 rounded-lg p-3">应用（字节跳动/百度/中国移动）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">核心玩家对比</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">核心逻辑</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">验证数据</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">寒武纪</td>
|
||
<td class="py-3 px-4">国产AI芯片龙头，思元370量产</td>
|
||
<td class="py-3 px-4">2024年存货增长200%（年报）</td>
|
||
<td class="py-3 px-4">生态适配进度慢于预期</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">中科曙光</td>
|
||
<td class="py-3 px-4">海光芯片+服务器一体化</td>
|
||
<td class="py-3 px-4">国家超算中心80%份额</td>
|
||
<td class="py-3 px-4">政府订单占比过高</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">润泽科技</td>
|
||
<td class="py-3 px-4">廊坊10万卡集群（2025年交付）</td>
|
||
<td class="py-3 px-4">已获字节100MW订单（10亿收入）</td>
|
||
<td class="py-3 px-4">能耗指标获取不确定性</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">弘信电子</td>
|
||
<td class="py-3 px-4">算力租赁模式先行者</td>
|
||
<td class="py-3 px-4">4万P已布局（2025年目标翻倍）</td>
|
||
<td class="py-3 px-4">客户集中度风险（安联通占75%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">验证与证伪</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-900 bg-opacity-30 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-green-400">
|
||
<h3 class="font-bold text-lg mb-3 text-green-300">验证点</h3>
|
||
<p class="text-sm">润泽科技南沙80MW项目客户为阿里/字节，与研报预测一致。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900 bg-opacity-30 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-red-400">
|
||
<h3 class="font-bold text-lg mb-3 text-red-300">证伪点</h3>
|
||
<p class="text-sm">某路演称"国产芯片无法支撑万卡集群"，但华为昇腾已落地15000卡集群（上海临港）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">技术瓶颈</td>
|
||
<td class="py-3 px-4">国产芯片NVLink替代方案（UB-Switch）带宽仅为英伟达50%（申万研报）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">商业化风险</td>
|
||
<td class="py-3 px-4">算力租赁价格战：重庆某厂商A800租赁价从18万/月降至12万/月（东吴路演）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium">政策风险</td>
|
||
<td class="py-3 px-4">美国或进一步限制H20芯片对华出口（影响国产替代节奏）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">信息矛盾</td>
|
||
<td class="py-3 px-4">甘肃枢纽宣称3.3万P算力，但实际利用率仅40%（央视 vs 地方调研）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900 to-purple-900 rounded-xl p-6 card-shadow">
|
||
<p class="text-lg">算力概念已从<strong class="text-yellow-300">主题炒作</strong>（2023年政策驱动）进入<strong class="text-green-300">基本面驱动</strong>阶段（2024年订单/业绩验证），<strong class="text-pink-300">2025年为国产算力商业化元年</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-blue-400">
|
||
<h4 class="font-bold text-lg mb-3 text-blue-300">最确定赛道</h4>
|
||
<p class="text-sm mb-3">国产AI芯片（寒武纪/海光）</p>
|
||
<p class="text-xs text-slate-400">技术突破+政策强制替代</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-purple-400">
|
||
<h4 class="font-bold text-lg mb-3 text-purple-300">弹性最大</h4>
|
||
<p class="text-sm mb-3">算力租赁（弘信电子）</p>
|
||
<p class="text-xs text-slate-400">轻资产模式+毛利率优势</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow border-l-4 border-pink-400">
|
||
<h4 class="font-bold text-lg mb-3 text-pink-300">隐形冠军</h4>
|
||
<p class="text-sm mb-3">液冷设备（英维克）</p>
|
||
<p class="text-xs text-slate-400">单机柜功率从5kW→20kW的刚需配套</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-purple-300">跟踪指标</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 backdrop-blur-sm rounded-xl p-6 card-shadow">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div>
|
||
<h4 class="font-bold text-blue-300 mb-2">寒武纪</h4>
|
||
<p class="text-sm">2025Q1存货周转率（预示芯片出货节奏）</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="font-bold text-purple-300 mb-2">润泽科技</h4>
|
||
<p class="text-sm">廊坊B区上架率（2025年目标90%）</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="font-bold text-pink-300 mb-2">运营商集采</h4>
|
||
<p class="text-sm">中国移动2025年AI服务器招标份额（昇腾/海光占比）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-red-900 bg-opacity-30 rounded-lg">
|
||
<p class="text-sm"><strong class="text-red-300">风险提示：</strong>若2025年国产芯片万卡集群实测效率低于50%，将证伪当前逻辑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票</h2>
|
||
<div class="card bg-slate-800 bg-opacity-50 backdrop-blur-sm">
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">行业</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">技术</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">天和防务</td>
|
||
<td class="py-3 px-4">天融大数据（西安）算力中心项目</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">直接参与建设算力中心基础设施</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">亚康股份</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算力设备集成销售</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">主营业务涉及算力硬件设备供应链</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">铜牛信息</td>
|
||
<td class="py-3 px-4">算力云平台项目建设</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">专注于云计算基础设施建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">并行科技</td>
|
||
<td class="py-3 px-4">超算云服务、超算云系统集成</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">超算云服务生态</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供超算云全栈解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">中电兴发</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算力平台</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">主营业务包含算力平台开发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">真视通</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算力租赁</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供算力资源租赁服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">中贝通信</td>
|
||
<td class="py-3 px-4">3000P算力中心投资</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">战略投资建设大规模算力设施</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">高新发展</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算力龙头</td>
|
||
<td class="py-3 px-4">算力资源整合</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">作为行业龙头主导算力调度</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">迈信林</td>
|
||
<td class="py-3 px-4">苏州市人工智能（太湖）算力中心</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与区域级AI算力中心建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">利通电子</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">AI算力租赁服务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供人工智能专用算力服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">德科立</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">光通信组件</td>
|
||
<td class="py-3 px-4">宽谱光放大器技术</td>
|
||
<td class="py-3 px-4">掌握算力网络核心传输技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">首都在线</td>
|
||
<td class="py-3 px-4">CDS首云异构算力平台</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">自主研发异构算力调度平台</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">奥飞数据</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">IDC服务</td>
|
||
<td class="py-3 px-4">互联网基础设施</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供数据中心及网络综合服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">朗威股份</td>
|
||
<td class="py-3 px-4">东数西算数据中心</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">数据中心建设</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与国家级数据枢纽工程建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">神州数码</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">数据计算/存储/传输</td>
|
||
<td class="py-3 px-4">数据全栈服务</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">覆盖数据全生命周期解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">*ST慧辰</td>
|
||
<td class="py-3 px-4">集群算力调度与交易平台</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">与中科信控合作开发算力交易系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">中科曙光</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">服务器/工作站</td>
|
||
<td class="py-3 px-4">算力硬件制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">核心算力设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">农尚环境</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算力设备采购</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">子公司芯连微向爱尚游采购设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">ST信通</td>
|
||
<td class="py-3 px-4">算网大脑相关系统</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">算网调度</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与算力网络智能调度系统建设</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">恒为科技</td>
|
||
<td class="py-3 px-4">深港人工智能算力中心</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">建设跨境人工智能算力枢纽</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-medium">寒武纪</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">场景化算力解决方案</td>
|
||
<td class="py-3 px-4">AI芯片应用</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">提供全栈式智能算力服务</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
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gyroControls: false,
|
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|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e3a8a,
|
||
shininess: 30.00,
|
||
waveHeight: 15.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 初始化粒子效果
|
||
tsParticles.load("vanta-bg", {
|
||
particles: {
|
||
number: {
|
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value: 30,
|
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|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#60a5fa"
|
||
},
|
||
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|
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type: "circle"
|
||
},
|
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|
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|
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|
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|
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|
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random: true
|
||
},
|
||
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|
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enable: true,
|
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speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
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out_mode: "out"
|
||
}
|
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},
|
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interactivity: {
|
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events: {
|
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onhover: {
|
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enable: true,
|
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mode: "repulse"
|
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|
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|
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</script>
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</body>
|
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</html>
|
||
``` |