525 lines
37 KiB
HTML
525 lines
37 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>AIPC 概念深度研究报告</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
|
||
<style>
|
||
:root {
|
||
--glow-color-1: rgba(0, 255, 255, 0.3);
|
||
--glow-color-2: rgba(255, 0, 255, 0.3);
|
||
}
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #0a0a0f;
|
||
background-image:
|
||
radial-gradient(ellipse 80% 80% at 50% -20%, rgba(120, 119, 198, 0.3), transparent),
|
||
radial-gradient(circle at 10% 20%, var(--glow-color-1), transparent 30%),
|
||
radial-gradient(circle at 90% 80%, var(--glow-color-2), transparent 30%),
|
||
url('https://images.unsplash.com/photo-1534796636912-3b95b3ab5986?q=80&w=2071&auto=format&fit=crop');
|
||
background-size: cover;
|
||
background-attachment: fixed;
|
||
color: #e0e0e0;
|
||
}
|
||
.glass-card {
|
||
background: rgba(18, 18, 27, 0.6);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem; /* 24px */
|
||
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
border-color: rgba(0, 255, 255, 0.3);
|
||
box-shadow: 0 0 20px 5px rgba(0, 255, 255, 0.1);
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(auto-fit, minmax(250px, 1fr));
|
||
}
|
||
.glow-divider {
|
||
height: 1px;
|
||
background: linear-gradient(90deg, transparent, rgba(0, 255, 255, 0.5), transparent);
|
||
margin: 2rem 0;
|
||
}
|
||
h1, h2, h3 {
|
||
font-family: 'Space Grotesk', sans-serif;
|
||
letter-spacing: -0.02em;
|
||
}
|
||
.fui-corner {
|
||
position: absolute;
|
||
width: 20px;
|
||
height: 20px;
|
||
border-color: rgba(0, 255, 255, 0.4);
|
||
border-style: solid;
|
||
}
|
||
.fui-corner-tl { top: -1px; left: -1px; border-width: 2px 0 0 2px; }
|
||
.fui-corner-tr { top: -1px; right: -1px; border-width: 2px 2px 0 0; }
|
||
.fui-corner-bl { bottom: -1px; left: -1px; border-width: 0 0 2px 2px; }
|
||
.fui-corner-br { bottom: -1px; right: -1px; border-width: 0 2px 2px 0; }
|
||
|
||
.timeline { position: relative; padding-left: 2rem; }
|
||
.timeline::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 0;
|
||
bottom: 0;
|
||
width: 2px;
|
||
background: linear-gradient(to bottom, rgba(0, 255, 255, 0.5) 0%, rgba(255, 0, 255, 0.5) 100%);
|
||
}
|
||
.timeline-item { position: relative; margin-bottom: 2rem; }
|
||
.timeline-dot {
|
||
position: absolute;
|
||
left: -2.5rem;
|
||
top: 0.25rem;
|
||
width: 1rem;
|
||
height: 1rem;
|
||
border-radius: 50%;
|
||
background-color: #0ff;
|
||
box-shadow: 0 0 10px #0ff;
|
||
}
|
||
.stock-reason-cell {
|
||
white-space: normal !important;
|
||
word-break: break-word !important;
|
||
max-width: 400px;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<main class="container mx-auto p-4 md:p-8 space-y-8 md:space-y-12">
|
||
|
||
<!-- Header Section -->
|
||
<header class="text-center py-8 relative">
|
||
<div class="absolute inset-0 -z-10 bg-grid-white/[0.05]"></div>
|
||
<h1 class="text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-gray-200 via-cyan-300 to-fuchsia-400">
|
||
AIPC 概念深度研究报告
|
||
</h1>
|
||
<p class="mt-4 text-lg text-gray-400">AI Personal Computer: The Next Paradigm Shift in Computing</p>
|
||
<p class="mt-8 text-xs text-gray-500 font-mono">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现<br>
|
||
本报告为AI合成数据，投资需谨慎。报告生成日期: <span x-data x-text="new Date().toLocaleDateString()"></span>
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Concept Insight Section -->
|
||
<section x-data="{ activeSection: 'insight' }" id="insight" class="space-y-8">
|
||
<h2 class="text-3xl md:text-4xl font-bold text-center text-cyan-300">概念核心洞察 (Concept Insight)</h2>
|
||
|
||
<!-- Core Viewpoint Summary -->
|
||
<article class="glass-card p-6 md:p-8 relative">
|
||
<div class="fui-corner fui-corner-tl"></div><div class="fui-corner fui-corner-br"></div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-fuchsia-400">核心观点摘要</h3>
|
||
<p class="text-gray-300 leading-relaxed">
|
||
AIPC正从概念导入期迈入商业化落地的关键阶段，其核心驱动力源于<strong class="text-cyan-300">硬件算力（NPU集成）</strong>与<strong class="text-cyan-300">软件生态（OS级AI）</strong>的双重突破，旨在解决用户对数据隐私、即时响应和成本效益的核心诉求。AIPC不仅是驱动PC市场进入新一轮换机周期的关键引擎，更预示着个人计算设备从“工具”向“智能体”范式转移的长期趋势，其未来潜力取决于“杀手级”应用生态的构建和ARM与x86架构的竞争演化。
|
||
</p>
|
||
</article>
|
||
|
||
<!-- Event Timeline -->
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-6 text-fuchsia-400">核心催化事件时间轴</h3>
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<h4 class="font-bold text-cyan-300 text-lg">2023年：AIPC元年开启</h4>
|
||
<ul class="list-disc list-inside mt-2 text-gray-400 space-y-1">
|
||
<li><strong>10月</strong>: 联想首次提出“AIPC”概念，并发布首款搭载本地大模型的AI PC产品。</li>
|
||
<li><strong>12月</strong>: 英特尔发布集成NPU的Meteor Lake处理器，被视为AIPC元年的硬件标志。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<h4 class="font-bold text-cyan-300 text-lg">2024年：生态构建与产品密集发布</h4>
|
||
<ul class="list-disc list-inside mt-2 text-gray-400 space-y-1">
|
||
<li><strong>Q1</strong>: 英特尔商用AIPC产品出货。</li>
|
||
<li><strong>4月</strong>: 联想发布YOGA AIPC元启系列，本地部署DeepSeek大模型；华为发布搭载盘古大模型的MateBook X Pro。</li>
|
||
<li><strong>5月</strong>: 微软发布Copilot+PC标准，定义NPU算力不低于40 TOPS，ARM架构获重大突破。</li>
|
||
<li><strong>6月</strong>: 台北电脑展，AMD发布锐龙AI 300系列（50 TOPS），英特尔预告Lunar Lake。首批Copilot+PC开售。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-dot"></div>
|
||
<h4 class="font-bold text-cyan-300 text-lg">未来展望 (2024 Q4 - 2025)</h4>
|
||
<ul class="list-disc list-inside mt-2 text-gray-400 space-y-1">
|
||
<li><strong>2024 Q4</strong>: 高通预计发布3nm PC芯片，硬件算力持续升级。</li>
|
||
<li><strong>2025年</strong>: 被视为AIPC从1到10的“放量之年”，渗透率有望迎来陡峭增长。英伟达预计携ARM架构处理器入局。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</article>
|
||
|
||
<!-- Core Logic & Market Perception -->
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-fuchsia-400">概念的核心逻辑与市场认知</h3>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-2">核心驱动力</h4>
|
||
<ul class="list-decimal list-inside text-gray-300 space-y-2">
|
||
<li><strong>技术成熟与成本可行性:</strong> AI模型轻量化 (DeepSeek, Phi-Silica) 与端侧芯片算力提升 (NPU能效比远超CPU/GPU) 是根本驱动力。</li>
|
||
<li><strong>用户核心痛点驱动:</strong> 解决了云端AI在数据隐私、即时响应（离线运行）和成本经济性（买断替代订阅）三大痛点。</li>
|
||
<li><strong>产业生态巨头推动:</strong> 从微软（OS标准）到芯片厂（Intel/Qualcomm/AMD）再到整机厂（联想/HP）的全产业链合力推动。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-2">市场热度与情绪</h4>
|
||
<p class="text-gray-300">当前市场对AIPC概念<strong class="text-amber-400">高度关注，整体情绪极为乐观</strong>。新闻高频曝光、研报密集发布（“AIPC元年”、“换机潮”成高频词），路演均将其作为核心议题，反映其已成为科技领域的核心投资主线。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl font-semibold text-cyan-300 mb-2">预期差分析</h4>
|
||
<ul class="list-decimal list-inside text-gray-300 space-y-2">
|
||
<li><strong class="text-amber-400">“硬件先行，软件滞后”的预期差:</strong> 市场对硬件迭代（NPU算力从10到50 TOPS）兴奋，但忽略了当前AIPC实际应用仍处早期（主要为对话与搜索），“杀手级”AI原生应用生态尚未形成。</li>
|
||
<li><strong class="text-amber-400">对渗透率预测的乐观预期差:</strong> 市场普遍引用2025年渗透率达40%（超1亿台）的预测，但有路演纪要提出批判性观点，认为此预测“远超行业共识”，揭示了市场预测可能过于激进。</li>
|
||
<li><strong class="text-amber-400">对供应链受益环节的认知模糊:</strong> 市场倾向于普惠式提振的看法，但批判性路演指出结构件与AI算力需求无直接关联，真正的核心受益环节应集中在带来显著价值量提升的领域。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</article>
|
||
|
||
<!-- Catalysts & Future Path -->
|
||
<article class="grid md:grid-cols-2 gap-8">
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-semibold mb-4 text-fuchsia-400">关键催化剂 (未来3-6个月)</h3>
|
||
<ul class="list-disc list-inside text-gray-300 space-y-2">
|
||
<li><strong>Copilot+PC初期销售数据:</strong> 检验AIPC真实需求的第一块试金石。</li>
|
||
<li><strong>英特尔Lunar Lake芯片发布:</strong> 其实际表现将影响x86阵营的竞争力。</li>
|
||
<li><strong>联想IFA展会新品:</strong> PC龙头的产品创新将引领行业方向。</li>
|
||
<li><strong>Windows 12发布预期:</strong> 软件生态的又一里程碑。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-semibold mb-4 text-fuchsia-400">长期发展路径</h3>
|
||
<ol class="list-decimal list-inside text-gray-300 space-y-2">
|
||
<li><strong class="text-cyan-400">AI Ready (2023-24):</strong> 基础普及阶段 (10-40 TOPS)，市场教育与初步渗透。</li>
|
||
<li><strong class="text-cyan-300">AI Standard (2024H2-26):</strong> 融合可用阶段 (40+ TOPS)，系统级AI普及，渗透率快速提升至20%-50%。</li>
|
||
<li><strong class="text-cyan-200">AI Native (2026+):</strong> AI原生阶段 (80+ TOPS)，应用原生依赖本地模型，PC进化为个性化智能终端。</li>
|
||
</ol>
|
||
</div>
|
||
</article>
|
||
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section id="data-details" class="space-y-8">
|
||
<h2 class="text-3xl md:text-4xl font-bold text-center text-cyan-300">市场数据与产业动态</h2>
|
||
|
||
<!-- Market Forecast Chart -->
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-4 text-fuchsia-400">AIPC渗透率及出货量预测</h3>
|
||
<div id="penetrationChart" class="w-full h-96"></div>
|
||
</article>
|
||
|
||
<!-- Key Players -->
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-6 text-fuchsia-400">关键厂商与产品动态</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">联想 (Lenovo)</h4>
|
||
<p class="text-sm text-gray-400 mt-1">行业领导者，率先布局。发布YOGA AIPC，本地部署DeepSeek模型，累计销量已破百万台。目标2026年AIPC出货占比达50-60%。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">高通 (Qualcomm)</h4>
|
||
<p class="text-sm text-gray-400 mt-1">ARM架构挑战者。骁龙X Elite (45 TOPS NPU) 独占首批Copilot+PC市场，挑战Wintel联盟。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">英特尔 & AMD</h4>
|
||
<p class="text-sm text-gray-400 mt-1">x86阵营巨头。Intel发布Meteor/Lunar Lake，AMD发布锐龙AI 300 (50 TOPS NPU)，积极追赶算力竞赛。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">微软 (Microsoft)</h4>
|
||
<p class="text-sm text-gray-400 mt-1">生态定义者。发布Copilot+PC标准，要求40+ TOPS算力，通过OS级AI (如Recall) 推动软件生态发展。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">英伟达 (NVIDIA)</h4>
|
||
<p class="text-sm text-gray-400 mt-1">新晋玩家。预计2025年推出基于ARM架构的PC处理器，携其AI优势入局，或将改变竞争格局。</p>
|
||
</div>
|
||
<div class="p-4 border border-gray-700 rounded-xl bg-gray-900/50">
|
||
<h4 class="font-bold text-lg text-cyan-300">华为 & 科大讯飞</h4>
|
||
<p class="text-sm text-gray-400 mt-1">国内生态力量。华为发布搭载盘古大模型的MateBook，科大讯飞联合华为发布讯飞星火AIPC。</p>
|
||
</div>
|
||
</div>
|
||
</article>
|
||
|
||
<!-- Hardware & Supply Chain -->
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-6 text-fuchsia-400">硬件与供应链核心升级</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">PCB (印刷电路板)</h4>
|
||
<p class="mt-2 text-gray-400">主板升级为HDI板，价值量提升 <strong class="text-amber-400">2-3倍</strong>。核心供应商如 <strong class="text-white">奥士康</strong> 与主流厂商深度合作，并已投资扩产。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">电感 (Inductor)</h4>
|
||
<p class="mt-2 text-gray-400">传统铁氧体电感被芯片电感替代，以满足低压高电流稳定运行需求。核心供应商如 <strong class="text-white">铂科新材</strong> (联想独供)。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">内存与存储</h4>
|
||
<p class="mt-2 text-gray-400"><strong class="text-amber-400">16GB</strong> 内存成为最低配置，向32/64GB跃迁。DDR5/LPDDR5加速渗透，SSD向PCIe 5.0升级。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">电池与散热</h4>
|
||
<p class="mt-2 text-gray-400">功耗增加推动电池容量提升<strong class="text-amber-400">10%-15%</strong>。散热模组价值量提升<strong class="text-amber-400">50%</strong>，液冷等方案被引入。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">结构件</h4>
|
||
<p class="mt-2 text-gray-400">轻量化、高强度、散热好的碳纤维结构件开始被采用。核心供应商如 <strong class="text-white">春秋电子</strong>、<strong class="text-white">光大同创</strong>。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-cyan-300">芯片架构</h4>
|
||
<p class="mt-2 text-gray-400">ARM架构凭借低功耗、长续航优势，在Windows on Arm生态逐步完善下，有望抢占 <strong class="text-amber-400">10-15%</strong> 市场份额。</p>
|
||
</div>
|
||
</div>
|
||
</article>
|
||
|
||
<!-- Collapsible Data Sections -->
|
||
<div x-data="{ open: '' }" class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="data-accordion" @click="open = open === 'news' ? '' : 'news'" :checked="open === 'news'" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">新闻数据精要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-400">
|
||
<li><strong>市场预测:</strong> Canalys预计2024年全球AIPC出货4800万台(占比18%)，2025年超1亿台(占比40%)。联想预计2025-26年渗透率达50-60%。</li>
|
||
<li><strong>厂商动态:</strong> 联想本地部署DeepSeek模型，销量破百万；小米将推出首款AIPC；科大讯飞联合华为发布讯飞星火AIPC；NVIDIA将于2025年推ARM架构PC处理器。</li>
|
||
<li><strong>成本与模式:</strong> AIPC硬件成本增加8-10%，未来盈利模式主要在应用服务收费。</li>
|
||
<li><strong>供应链升级:</strong> 奥士康(PCB)价值量提升2-3倍；铂科新材(芯片电感)为联想独供；春秋电子(结构件)已形成营收。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="data-accordion" @click="open = open === 'roadshow' ? '' : 'roadshow'" :checked="open === 'roadshow'"/>
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">路演纪要核心</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-400">
|
||
<li><strong>AIPC定义与价值:</strong> 本地小模型+云端大模型结合，解决数据隐私、时延及成本问题。核心是计算单元从CPU/GPU向NPU迭代。</li>
|
||
<li><strong>发展阶段:</strong> 2024年为AI Ready(10-40TOPS)；2025年为AI Standard(40+TOPS)，渗透率快速提升；2026+为AI Native(80+TOPS)，AI原生化。</li>
|
||
<li><strong>芯片竞争:</strong> 高通骁龙X (45TOPS)引领ARM架构，能效比优势明显；AMD锐龙AI 300 (50TOPS) 和Intel Lunar Lake (性能提升3倍) 代表x86阵营追赶。</li>
|
||
<li><strong>批判性观点(国泰君安):</strong> 指出“2025年1亿台出货量”预测可能过于乐观，且结构件与AI算力需求无直接关联，提醒关注算力硬件和散热等直接受益方。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="data-accordion" @click="open = open === 'research' ? '' : 'research'" :checked="open === 'research'"/>
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">研报观点汇总</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc space-y-2 pl-5 text-gray-400">
|
||
<li><strong>五大核心特征:</strong> 内置个人大模型与智能体、内嵌个人知识库、本地异构算力、开放AI应用生态、数据与隐私安全保护。</li>
|
||
<li><strong>技术标准:</strong> 微软Copilot+ PC定义最低门槛为40TOPS算力和16GB内存。</li>
|
||
<li><strong>硬件升级趋势:</strong> 算力(NPU成标配)、架构(Arm机遇)、存储(16GB起步, DDR5加速)、电池(容量增加)、散热(能力提升)、结构件(碳纤维材料)。</li>
|
||
<li><strong>软件与模型:</strong> 操作系统深度集成AI(Windows Copilot+)，模型轻量化(微软Phi-Silica 3.3B)，端云混合成为主流部署方案。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<div class="glow-divider"></div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data" class="space-y-8">
|
||
<h2 class="text-3xl md:text-4xl font-bold text-center text-cyan-300">产业链相关标的</h2>
|
||
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-6 text-fuchsia-400">AIPC概念股全景图</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<!-- Data will be populated by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</article>
|
||
|
||
<article class="glass-card p-6 md:p-8">
|
||
<h3 class="text-2xl font-semibold mb-6 text-fuchsia-400">涨幅异动个股深度解析</h3>
|
||
<div id="rise-analysis-container" class="space-y-6">
|
||
<!-- Rise analysis cards will be populated by JS -->
|
||
</div>
|
||
</article>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
// Chart Data
|
||
const chartData = {
|
||
years: ['2024', '2025', '2026', '2027', '2028'],
|
||
sources: [
|
||
{ name: 'Canalys (出货量)', data: [48, 100, null, null, null], unit: '百万台' },
|
||
{ name: '群智咨询 (渗透率)', data: [7, 30, 50, 80, null], unit: '%' },
|
||
{ name: 'Omdia (渗透率)', data: [0.5, 19.6, null, null, 79.7], unit: '%' },
|
||
{ name: 'IDC (渗透率)', data: [null, null, null, 85, null], unit: '%' },
|
||
]
|
||
};
|
||
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('penetrationChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '多家机构对AIPC市场渗透率及出货量的预测',
|
||
left: 'center',
|
||
textStyle: { color: '#e0e0e0', fontFamily: 'Space Grotesk' }
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'cross', label: { backgroundColor: '#6a7985' } },
|
||
formatter: function (params) {
|
||
let result = params[0].name + '<br/>';
|
||
params.forEach(function (item) {
|
||
if (item.value !== null && item.value !== undefined) {
|
||
result += item.marker + ' ' + item.seriesName + ' : ' + item.value + ' ' + item.data.unit + '<br/>';
|
||
}
|
||
});
|
||
return result;
|
||
}
|
||
},
|
||
legend: {
|
||
data: chartData.sources.map(s => s.name),
|
||
top: 'bottom',
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: { left: '3%', right: '4%', bottom: '10%', containLabel: true },
|
||
xAxis: [{ type: 'category', boundaryGap: false, data: chartData.years, axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } } }],
|
||
yAxis: [{
|
||
type: 'value',
|
||
name: '渗透率(%) / 出货量(百万台)',
|
||
axisLabel: { formatter: '{value}' },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}],
|
||
series: chartData.sources.map(source => ({
|
||
name: source.name,
|
||
type: 'line',
|
||
smooth: true,
|
||
symbol: 'circle',
|
||
symbolSize: 8,
|
||
data: source.data.map(val => ({ value: val, unit: source.unit })),
|
||
emphasis: { focus: 'series' },
|
||
lineStyle: {
|
||
width: 3,
|
||
shadowColor: 'rgba(0, 0, 0, 0.3)',
|
||
shadowBlur: 10,
|
||
shadowOffsetY: 8
|
||
}
|
||
}))
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
|
||
// Stock Data
|
||
const stockData = {
|
||
"AIPC(240107)": {
|
||
"4555EDE6-18EA-48C9-BA5F-1ED021025B99.jpg": [
|
||
{ "stock": "智迪科技", "reason": "22年键盘收入5.02亿，占营收比53%", "其他标签": "键盘", "stock_code": "301503" },
|
||
{ "stock": "传艺科技", "reason": "键盘业务相关(收入10.06亿，占比55%)", "其他标签": "键盘", "stock_code": "002866" },
|
||
{ "stock": "雷柏科技", "reason": "键盘", "其他标签": "键盘", "stock_code": "002577" },
|
||
{ "stock": "汇创达", "reason": "键盘", "其他标签": "键盘", "stock_code": "300909" },
|
||
{ "stock": "春秋电子", "reason": "键盘", "其他标签": "键盘", "stock_code": "603890" },
|
||
{ "stock": "联想集团", "reason": "整机及OD", "其他标签": "整机及OD", "stock_code": "K0647" },
|
||
{ "stock": "闻泰科技", "reason": "整机及OD", "其他标签": "整机及OD", "stock_code": "600745" },
|
||
{ "stock": "华勤技术", "reason": "整机及OD", "其他标签": "整机及OD", "stock_code": "603296" },
|
||
{ "stock": "立道信息", "reason": "整机及OD", "其他标签": "整机及OD" },
|
||
{ "stock": "光大同创", "reason": "零部件", "其他标签": "零部件", "stock_code": "301387" },
|
||
{ "stock": "春秋电子", "reason": "零部件", "其他标签": "零部件", "stock_code": "603890" },
|
||
{ "stock": "领益智造", "reason": "零部件", "其他标签": "零部件", "stock_code": "002600" },
|
||
{ "stock": "瀚博高新", "reason": "零部件", "其他标签": "零部件" },
|
||
{ "stock": "莱宝高科", "reason": "零部件", "其他标签": "零部件", "stock_code": "002106" },
|
||
{ "stock": "芯海科技", "reason": "IC设计", "其他标签": "IC设计", "stock_code": "688595" },
|
||
{ "stock": "龙迅股份", "reason": "IC设计", "其他标签": "IC设计", "stock_code": "688486" },
|
||
{ "stock": "澜起科技", "reason": "Intel产业链", "其他标签": "Intel", "stock_code": "688008" },
|
||
{ "stock": "聚辰股份", "reason": "Intel产业链", "其他标签": "Intel", "stock_code": "688123" },
|
||
{ "stock": "通富微电", "reason": "AMD产业链", "其他标签": "AMD", "stock_code": "002156" },
|
||
{ "stock": "光大同创", "reason": "联想产业链", "其他标签": "联想", "stock_code": "301387" },
|
||
{ "stock": "芯海科技", "reason": "华为产业链", "其他标签": "华为", "stock_code": "688595" },
|
||
{ "stock": "华勤技术", "reason": "华为产业链", "其他标签": "华为", "stock_code": "603296" },
|
||
{ "stock": "软通动力", "reason": "华为产业链", "其他标签": "华为", "stock_code": "301236" },
|
||
{ "stock": "隆扬电子", "reason": "苹果产业链", "其他标签": "苹果", "stock_code": "301389" },
|
||
{ "stock": "珠海冠宇", "reason": "苹果产业链", "其他标签": "苹果", "stock_code": "688772" }
|
||
]
|
||
},
|
||
"涨幅分析补充": {
|
||
"rise_analysis": [
|
||
{ "stock": "泰嘉股份", "stock_code": "002843", "rise_rate": 10.02, "trade_date": "2025-07-25", "reason": "核心结论: 华为昇腾384超节点真机即将线下展出，叠加AIPC电源需求预期升温，泰嘉股份因“华为AI服务器电源供应商”标签被资金抢跑涨停。<br><br>驱动概念: AIPC电源+华为昇腾384超节点+数据中心<br><br>个股异动解析:<br>1. 消息面：<br>（1）AIPC电源：板块亮点——2025WAIC大会7月26-29日举办，华为将首次线下展出昇腾384超节点真机，AI服务器电源需求预期升温。-公司2023年底并购铂泰电子切入AIPC及服务器电源，公开披露为华为、荣耀等客户提供大功率电源解决方案；-论坛观点：资金抢跑大会开幕，博弈订单落地。<br>（2）数据中心：板块亮点——全球AI算力军备竞赛，服务器电源价值量提升。-公司电源产品已配套数据中心服务器，单台AIPC电源ASP由60元升至120-150元；-论坛观点：2024年全球AIPC出货量指引上修至4800万台，2025年或达1亿台，电源环节弹性最大。<br>（3）含可转债：板块亮点——转债市场供给收缩，正股弹性放大。-公司可转债“泰嘉转债”存续，规模2.8亿元，剩余期限约2.5年；-论坛观点：转债余额小、弹性高，易被游资借概念拉升。<br><br>2. 基本面：<br>-2024Q1铂泰电子并表后，消费电子电源收入占比升至约35%，形成第二增长曲线；<br>-公司大功率电源技术储备覆盖3-5kW服务器电源，已通过华为、荣耀等头部客户认证；<br>-可转债剩余规模2.8亿元，转股溢价率约15%，具备股债联动弹性。<br><br>总结:<br>1. 华为昇腾384超节点展出事件直接点燃AIPC电源概念；<br>2. 公司已完成赛道切换，具备华为服务器电源订单预期差；<br>3. 可转债小市值+高弹性，资金抢跑大会催化。" },
|
||
{ "stock": "广合科技", "stock_code": "001389", "rise_rate": 10.0, "trade_date": "2025-07-17", "reason": "核心结论: 权威媒体点名AIPC概念叠加PCB板块共振，小盘高弹性+融资盘抢筹触发7月17日缩量涨停。 <br>驱动概念: AIPC+PCB+数据中心 <br><br>个股异动解析: <br>1. 消息面： <br>（1）AIPC：工信部7月18日披露AI终端已超百款成新增长点；公司服务器/存储高多层板直接供货联想、惠普、戴尔等AIPC品牌，订单可见度高。 <br>（2）PCB：7月17日PCB指数涨3.38%，生益电子、鹏鼎控股等同日跟涨；公司主营8-48层高多层板，下游覆盖服务器、交换机、存储器，受益AI算力硬件升级。 <br>（3）数据中心：全球云厂商2025-2026年资本开支上调，字节跳动7月30日启动40亿元数据中心招标；公司数据中心用板收入占比持续提升，已切入北美云巨头供应链。 <br><br>2. 基本面： <br>- 2024年服务器PCB收入占比约60%，AI服务器订单拉动毛利率同比+3.2pct。 <br>- 广州、珠海两基地合计年产能180万㎡，2025Q2珠海二期投产后新增40万㎡高端产能，主供AI服务器及AIPC主板。 <br>- 2025Q1归母净利1.05亿元，同比+47%，环比+28%，主因AI高阶板出货放量。" },
|
||
{ "stock": "奥士康", "stock_code": "002913", "rise_rate": 7.92, "trade_date": "2025-08-28", "reason": "奥士康上涨主要由于PCB行业整体景气度提升、公司高端产品战略(高阶HDI放量)成效显现、市场板块轮动效应、估值修复与补涨需求以及技术面因素等多方面因素共同作用的结果。" },
|
||
{ "stock": "万兴科技", "stock_code": "300624", "rise_rate": 5.12, "trade_date": "2025-10-09", "reason": "万兴科技上涨是宏观流动性(央行逆回购)、AI板块情绪(浪潮信息超预期)、公司自身产品概念催化(Sora概念, AIPC利好软件)以及市场资金行为多重因素共振的结果。作为国内AIGC应用代表，成为资金追捧焦点。" }
|
||
]
|
||
}
|
||
};
|
||
|
||
// Populate Main Stock Table
|
||
const tableBody = document.querySelector('#stock-data table tbody');
|
||
const stocks = stockData['AIPC(240107)']['4555EDE6-18EA-48C9-BA5F-1ED021025B99.jpg'];
|
||
stocks.forEach(stock => {
|
||
const code = stock.stock_code;
|
||
const link = (code && code.match(/^\d{6}$/)) ? `https://valuefrontier.cn/company?scode=${code}` : '#';
|
||
const target = link !== '#' ? '_blank' : '';
|
||
|
||
const row = `
|
||
<tr>
|
||
<td class="font-bold">${stock.stock}</td>
|
||
<td>
|
||
${code ? `<a href="${link}" target="${target}" class="link link-hover text-cyan-400">${code}</a>` : 'N/A'}
|
||
</td>
|
||
<td class="stock-reason-cell">${stock.reason}</td>
|
||
<td><div class="badge badge-outline border-fuchsia-400 text-fuchsia-400">${stock['其他标签']}</div></td>
|
||
</tr>
|
||
`;
|
||
tableBody.innerHTML += row;
|
||
});
|
||
|
||
// Populate Rise Analysis Cards
|
||
const riseContainer = document.getElementById('rise-analysis-container');
|
||
const riseAnalysis = stockData['涨幅分析补充']['rise_analysis'];
|
||
|
||
// Sort by rise_rate descending, limited to top 5
|
||
riseAnalysis.sort((a, b) => b.rise_rate - a.rise_rate).slice(0, 5).forEach(item => {
|
||
const code = item.stock_code;
|
||
const link = (code && code.match(/^\d{6}$/)) ? `https://valuefrontier.cn/company?scode=${code}` : '#';
|
||
const target = link !== '#' ? '_blank' : '';
|
||
const riseColor = item.rise_rate > 0 ? 'text-green-400' : 'text-red-400';
|
||
|
||
const card = `
|
||
<div class="p-5 border border-gray-700 rounded-2xl bg-gray-900/50 space-y-3">
|
||
<div class="flex justify-between items-center">
|
||
<div>
|
||
<h4 class="text-xl font-bold text-white">${item.stock}</h4>
|
||
<a href="${link}" target="${target}" class="text-sm text-cyan-400 font-mono link-hover">${item.stock_code}</a>
|
||
</div>
|
||
<div class="text-right">
|
||
<p class="text-lg font-bold ${riseColor}">${item.rise_rate > 0 ? '+' : ''}${item.rise_rate}%</p>
|
||
<p class="text-xs text-gray-500">${item.trade_date}</p>
|
||
</div>
|
||
</div>
|
||
<div class="text-gray-400 text-sm leading-relaxed prose prose-invert max-w-none prose-p:my-1 prose-strong:text-cyan-300">
|
||
${item.reason.replace(/<br>/g, ' ')}
|
||
</div>
|
||
</div>
|
||
`;
|
||
riseContainer.innerHTML += card;
|
||
});
|
||
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |