971 lines
48 KiB
HTML
971 lines
48 KiB
HTML
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<main class="relative z-10 container mx-auto p-4 md:p-8 space-y-12">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="section-title text-4xl md:text-6xl">央国企AI一张图</h1>
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<p class="mt-4 text-lg text-slate-400">深度投研报告</p>
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<p class="mt-2 text-sm text-slate-500">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。</p>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="space-y-8">
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">0. 概念事件：政策引爆，市场具象化</h2>
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<div class="content-text">
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<p>“央国企AI一张图”概念的形成，源于一个由政策顶层设计引爆，市场快速解读并具象化的过程。其核心催化事件为 **2025年2月19日国务院国资委召开的“AI赋能产业焕新”中央企业人工智能专题推进会**。会议将AI发展提升至国家战略和央企核心任务的高度，明确要求央企“把加快发展新一代人工智能摆在更加突出的位置”，并提出三大核心任务：掌握“根技术”、夯实算力基座、强化深度赋能。随后，市场迅速发酵，券商密集解读，最终“国央企AI一张图”的标签出现，标志着该概念的正式形成与扩散。</p>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">1. 核心观点摘要</h2>
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<div class="content-text">
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<p>“央国企AI”概念本质上是 **国家意志驱动下的AI产业新范式**，其核心驱动力源于政策顶层设计，旨在构建自主可控的“主权AI”体系。当前，该概念正处于从 **政策宣导期向基础设施建设和场景落地初期过渡** 的关键阶段，其长期潜力在于央国企独有的 **数据禀赋和庞大应用场景** 的价值释放。</p>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">2. 核心逻辑与市场认知分析</h2>
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<div class="content-text">
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<h4>核心驱动力：</h4>
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<ul>
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<li><strong>政策顶层驱动与国家安全诉求</strong>：最根本的驱动力，旨在建设自主可控的“主权AI”，保障产业和经济安全。</li>
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<li><strong>数据要素禀赋</strong>：央国企掌握能源、电力、通信、金融等国民经济命脉行业最核心、最全面的高质量数据，是训练行业大模型的关键“燃料”。</li>
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<li><strong>应用场景的内生优势</strong>：央国企自身即为AI技术最庞大、多样化的应用场景。10家央企承诺开放场景，更是意图牵引和带动整个国产AI产业链。</li>
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</ul>
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<h4>市场热度与情绪：</h4>
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<p>当前市场关注度极高，整体情绪乐观。国资委会议后，相关研报和路演密集发布，迅速形成传播标签。资金对相关概念股的正面反应强烈，表明对这一逻辑的高度认可。</p>
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<h4>预期差分析：</h4>
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<ul>
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<li><strong>潜在向上预期差</strong>：市场可能低估了“央企作为数据一级开发商”的长期价值。未来，央企可能成为高价值行业数据集的提供者和数据服务商，开辟全新商业模式，这部分估值尚未被充分挖掘。</li>
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<li><strong>潜在向下预期差</strong>：市场可能高估了央国企AI商业化的速度和效率。决策流程、组织架构可能与快速迭代的AI产业不完全匹配，业绩兑现可能慢于预期。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">3. 关键催化剂与未来发展路径</h2>
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<div class="content-text">
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<h4>近期催化剂 (未来3-6个月)</h4>
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<ul>
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<li><strong>央企智能算力中心招标落地</strong>：头部央企大规模国产AI服务器或芯片集采公告将是硬核催化剂。</li>
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<li><strong>“AI+”专项行动具体方案发布</strong>：明确重点投资领域和受益公司。</li>
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<li><strong>央企行业大模型发布与备案</strong>：标志着应用层进入实质性发展阶段。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ul>
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<li><strong>第一阶段 (当前-2026年)：基础设施建设期</strong>。核心是“夯实算力基座”，投资重点在上游的AI芯片、服务器、数据中心。</li>
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<li><strong>第二阶段 (2026-2028年)：应用深度赋能期</strong>。训练和部署垂直行业大模型，投资重点转向中游的解决方案提供商和下游的应用软件公司。</li>
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<li><strong>第三阶段 (2028年以后)：生态外溢与价值变现期</strong>。AI能力和数据集向全社会开放服务，通过数据交易、模型服务等方式实现商业化变现。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">4. 产业链核心企业图谱</h2>
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<div id="echarts-sunburst" style="width: 100%; height: 600px;"></div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">5. 潜在风险与挑战</h2>
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<div class="content-text">
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<ul>
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<li><strong>技术风险</strong>：国产AI芯片性能、生态成熟度与国际顶尖水平仍有差距，可能成为发展瓶颈。</li>
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<li><strong>商业化风险</strong>：央国企项目初期可能更侧重战略意义而非经济效益，投入产出比（ROI）可能低于市场化项目。</li>
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<li><strong>政策与竞争风险</strong>：若项目推进不及预期或出现数据安全问题，可能引发更严监管。同时面临头部互联网公司的竞争。</li>
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<li><strong>信息交叉验证风险</strong>：大部分信息源观点集中，可能导致市场形成过于一致的乐观预期，而忽略执行层面的潜在困难。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="sub-title mb-6">6. 综合结论与投资启示</h2>
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<div class="content-text">
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<h4>综合看法：</h4>
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<p>该概念已 **从纯粹的主题炒作阶段，进入由政策订单驱动的基本面验证初期**。未来1-2年，基本面能否持续兑现将是决定概念能否走出持续性行情的关键。</p>
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<h4>最具投资价值的细分环节：</h4>
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<ol class="list-decimal list-inside space-y-2">
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<li><strong>确定性最高的环节：AI算力基础设施</strong>。这是国家意志下投资确定性最高的“新基建”，尤其是国产化程度高的服务器、AI芯片及核心国资云服务商。</li>
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<li><strong>最具弹性的环节：拥有高质量数据的垂直行业应用</strong>。能将自身核心数据与AI技术深度结合，解决行业痛点的企业将迎来价值重估，重点关注能源电力、工业制造、传媒等领域龙头。</li>
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</ol>
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<h4>需重点跟踪和验证的关键指标：</h4>
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<ul>
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<li><strong>上游（算力）</strong>：头部央企AI算力资本开支计划；国产AI服务器出货量及市占率。</li>
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<li><strong>中下游（应用）</strong>：相关公司AI业务新增合同金额、订单收入比；AI应用带来的毛利率或运营效率改善数据。</li>
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<li><strong>数据要素</strong>：央国企挂牌的数据产品交易额和活跃度。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="supporting-data" class="space-y-8" x-data="{ tab: 'news' }">
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<h2 class="section-title text-center">核心数据支撑</h2>
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<div class="tabs tabs-boxed justify-center glass-card p-2 w-fit mx-auto">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻速递</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshows' }" @click.prevent="tab = 'roadshows'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'reports' }" @click.prevent="tab = 'reports'">研报精粹</a>
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</div>
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<!-- News Data -->
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<div x-show="tab === 'news'" class="space-y-4">
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<div class="glass-card bento-card p-6">
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<h3 class="font-bold text-lg text-cyan-400">直接相关信息</h3>
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||
<p class="text-slate-400 mt-2">新闻直接提及“国央企AI一张图”，表明存在相关图谱或内容，形式包含产业链、文字图片等。</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-1 text-slate-300">
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||
<li>国央企AI一张图 (2025-02-23)</li>
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||
<li>国央企AI一张图#产业链图谱 (2025-02-23)</li>
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||
<li>国央企AI一张图#文字图片信息 (2025-02-23)</li>
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||
</ul>
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||
</div>
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||
<div class="glass-card bento-card p-6">
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<h3 class="font-bold text-lg text-fuchsia-400">潜在相关信息：央国企AI全面加速 (长江计算机)</h3>
|
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<div class="collapse collapse-arrow bg-transparent">
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<input type="checkbox" />
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<div class="collapse-title font-medium">点击展开/收起详细内容</div>
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<div class="collapse-content text-slate-400 space-y-2">
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<p><strong>政策信号：</strong> 2月19日，国资委召开中央企业“AI+”专项行动深化部署会，强调掌握“根技术”，夯实算力基座，“十五五”规划将AI作为重点。</p>
|
||
<p><strong>行业动态：</strong> 2月以来，多家电力央企（国家能源集团、国家电网等）先后接入DS，DS代码库开源有望加速电力行业智能化升级。</p>
|
||
<p><strong>重点公司 (国网信通)：</strong> 定位国网体系内电力数智化核心企业。AI方面，公司在大模型、智能体、计算机视觉等领域有技术储备，面向设备缺陷识别、现场作业安全管控等场景规划应用。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Roadshows Data -->
|
||
<div x-show="tab === 'roadshows'" class="bento-grid">
|
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<div class="glass-card bento-card p-6 md:col-span-2">
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<h3 class="font-bold text-lg text-cyan-400">东方证券 | AI与资产注入驱动计算机、传媒央国企行情</h3>
|
||
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-03-19</p>
|
||
<p class="text-slate-400">提供了最全面的央国企AI布局信息。</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
|
||
<li><strong>核心领域：</strong> AI、网络安全、云计算、信创。</li>
|
||
<li><strong>AI与算力：</strong> 聚焦政务、金融等垂直模型；中科曙光、云赛智联等建设国家级和地方算力基础设施。</li>
|
||
<li><strong>数据要素角色：</strong> 央国企扮演数据“一级开发商”和“二级应用”角色。</li>
|
||
<li><strong>传媒应用：</strong> AI赋能内容生产，如芒果超媒 (AIGC+长视频)、上海电影 (AI+动画)。</li>
|
||
</ul>
|
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</div>
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<div class="glass-card bento-card p-6">
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<h3 class="font-bold text-lg text-cyan-400">长江计算机 | 从央国企AI推进看投资机会</h3>
|
||
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-02-22</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
|
||
<li><strong>国家级战略：</strong> 国资委“AI赋能产业焕新”会议是核心事件。</li>
|
||
<li><strong>核心任务：</strong> 央国企负责算力建设，并主动向社会开放应用场景。</li>
|
||
<li><strong>市场驱动：</strong> 国企加大算力投资，推动应用落地（教育、风控等）。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card bento-card p-6">
|
||
<h3 class="font-bold text-lg text-cyan-400">浙商证券 | AI算力全球共振，央国企价值上行</h3>
|
||
<p class="text-sm text-slate-500 mb-2">路演日期: 2024-02-25</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
|
||
<li><strong>主权AI概念：</strong> 强调国家需自主算力，强化央企在AI基础设施建设、数据集采集中的角色。</li>
|
||
<li><strong>核心企业：</strong> 中字头服务器厂商（浪潮信息）、中国通信服务（技术服务）、海康威视（视频大模型）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Reports Data -->
|
||
<div x-show="tab === 'reports'" class="bento-grid">
|
||
<div class="glass-card bento-card p-6 md:col-span-2">
|
||
<h3 class="font-bold text-lg text-cyan-400">宏观政策与顶层设计</h3>
|
||
<p class="text-sm text-slate-500 mb-2">来源: 多份研报 (2024-02-22至2024-03-18)</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
|
||
<li><strong>核心事件：</strong> 2024年2月19日国资委“AI赋能产业焕新”专题推进会。</li>
|
||
<li><strong>战略定位：</strong> 将发展AI纳入全局工作，打造“国家队”AI生态体系。</li>
|
||
<li><strong>专项行动：</strong> 开展AI+专项行动，实现大模型赋能产业生态。</li>
|
||
<li><strong>开放倡议：</strong> 10家中央企业签订倡议书，主动向社会开放AI应用场景。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card bento-card p-6">
|
||
<h3 class="font-bold text-lg text-cyan-400">核心任务与关键举措</h3>
|
||
<p class="text-sm text-slate-500 mb-2">来源: 多份研报</p>
|
||
<ul class="list-disc list-inside mt-4 space-y-2 text-slate-300">
|
||
<li><strong>夯实基础底座：</strong> 加快建设一批智能算力中心。</li>
|
||
<li><strong>构建赋能生态：</strong> 构建一批产业多模态优质数据集。</li>
|
||
<li><strong>协同创新：</strong> 发挥跨央企协同创新平台作用。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card bento-card p-6 md:col-span-3">
|
||
<h3 class="font-bold text-lg text-fuchsia-400">重点行业应用案例与布局</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-4 text-slate-300">
|
||
<div>
|
||
<h4 class="font-semibold text-white">出版行业</h4>
|
||
<p class="text-sm">高质量内容资源可作AI训练语料 (中国科传)。AI赋能翻译、设计、营销。南方传媒、中南传媒等布局数字化教育产品。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white">影视行业</h4>
|
||
<p class="text-sm">AI文生视频降低制作成本。上海电影探索“AI+动画”，芒果超媒自研AIGC HUB平台并推出“芒果垂类大模型”。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white">广电行业</h4>
|
||
<p class="text-sm">AI与IPTV业务深度融合。海看股份拥有AI内容审核与推荐系统，天威视讯建设数据中心探索算力租赁。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock Table Section -->
|
||
<section id="stock-data" class="space-y-8">
|
||
<h2 class="section-title text-center">相关概念股票池</h2>
|
||
<div class="overflow-x-auto glass-card">
|
||
<table class="table-auto w-full text-left daisy-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="p-4">主要逻辑</th>
|
||
<th class="p-4">股票名称</th>
|
||
<th class="p-4">股票代码</th>
|
||
<th class="p-4">细分标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- JS will populate this -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center py-8">
|
||
<p class="mt-2 text-sm text-slate-500">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，不构成任何投资建议，市场有风险，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</main>
|
||
|
||
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|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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"stock": "深桑达",
|
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|
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|
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|
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"stock": "云赛智联",
|
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"reason": "国资云",
|
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"其他标签": "地方国资云",
|
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"stock_code": "600602"
|
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|
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"stock": "杭钢股份",
|
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"reason": "国资云",
|
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"其他标签": "地方国资云",
|
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"stock_code": "600126"
|
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|
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"stock": "英飞拓",
|
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"reason": "国资云",
|
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|
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|
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"stock": "浪潮信息",
|
||
"reason": "国资云",
|
||
"其他标签": "地方国资云",
|
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"stock_code": "000977"
|
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|
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"stock": "国投智能",
|
||
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|
||
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|
||
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|
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|
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"stock": "南天信息",
|
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|
||
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|
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"stock_code": "000948"
|
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|
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"stock": "美利云",
|
||
"reason": "国资云",
|
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|
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"stock_code": "000815"
|
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|
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"stock": "湘邮科技",
|
||
"reason": "国资云",
|
||
"其他标签": "地方国资云",
|
||
"stock_code": "600476"
|
||
}, {
|
||
"stock": "川网传媒",
|
||
"reason": "国资云",
|
||
"其他标签": "地方国资云",
|
||
"stock_code": "300987"
|
||
}, {
|
||
"stock": "国投智能",
|
||
"reason": "政务+AI",
|
||
"其他标签": "公安",
|
||
"stock_code": "300188"
|
||
}, {
|
||
"stock": "拓尔思",
|
||
"reason": "政务+AI",
|
||
"其他标签": "公安",
|
||
"stock_code": "300229"
|
||
}, {
|
||
"stock": "税友股份",
|
||
"reason": "政务+AI",
|
||
"其他标签": "税务",
|
||
"stock_code": "603171"
|
||
}, {
|
||
"stock": "金财互联",
|
||
"reason": "政务+AI",
|
||
"其他标签": "税务",
|
||
"stock_code": "002530"
|
||
}, {
|
||
"stock": "中科江南",
|
||
"reason": "政务+AI",
|
||
"其他标签": "财务",
|
||
"stock_code": "301153"
|
||
}, {
|
||
"stock": "博思软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "财务",
|
||
"stock_code": "300525"
|
||
}, {
|
||
"stock": "久其软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "财务",
|
||
"stock_code": "002279"
|
||
}, {
|
||
"stock": "华宇软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "法律",
|
||
"stock_code": "300271"
|
||
}, {
|
||
"stock": "通达海",
|
||
"reason": "政务+AI",
|
||
"其他标签": "法律",
|
||
"stock_code": "301378"
|
||
}, {
|
||
"stock": "金桥信息",
|
||
"reason": "政务+AI",
|
||
"其他标签": "法律",
|
||
"stock_code": "603918"
|
||
}, {
|
||
"stock": "榕基软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "法律",
|
||
"stock_code": "002474"
|
||
}, {
|
||
"stock": "新点软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "城市管理",
|
||
"stock_code": "688232"
|
||
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|
||
"stock": "数字政通",
|
||
"reason": "政务+AI",
|
||
"其他标签": "城市管理",
|
||
"stock_code": "300075"
|
||
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|
||
"stock": "南威软件",
|
||
"reason": "政务+AI",
|
||
"其他标签": "城市管理",
|
||
"stock_code": "603636"
|
||
}, {
|
||
"stock": "广电运通",
|
||
"reason": "政务+AI",
|
||
"其他标签": "城市管理",
|
||
"stock_code": "002152"
|
||
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|
||
"stock": "山大地纬",
|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
"其他标签": "城市管理",
|
||
"stock_code": "600602"
|
||
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|
||
"stock": "久远银海",
|
||
"reason": "政务+AI",
|
||
"其他标签": "城市管理",
|
||
"stock_code": "002777"
|
||
}, {
|
||
"stock": "佳都科技",
|
||
"reason": "政务+AI",
|
||
"其他标签": "交通",
|
||
"stock_code": "600728"
|
||
}, {
|
||
"stock": "信息发展",
|
||
"reason": "政务+AI",
|
||
"其他标签": "交通",
|
||
"stock_code": "300469"
|
||
}, {
|
||
"stock": "广电运通",
|
||
"reason": "政务+AI",
|
||
"其他标签": "交通",
|
||
"stock_code": "002152"
|
||
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|
||
"stock": "通行宝",
|
||
"reason": "政务+AI",
|
||
"其他标签": "交通",
|
||
"stock_code": "301339"
|
||
}, {
|
||
"stock": "千方科技",
|
||
"reason": "政务+AI",
|
||
"其他标签": "交通",
|
||
"stock_code": "002373"
|
||
}, {
|
||
"stock": "东软集团",
|
||
"reason": "政务+AI",
|
||
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|
||
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|
||
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|
||
"stock": "海康威视",
|
||
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|
||
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|
||
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|
||
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|
||
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|
||
"reason": "政务+AI",
|
||
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|
||
"stock_code": "002236"
|
||
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|
||
"stock": "千方科技",
|
||
"reason": "政务+AI",
|
||
"其他标签": "安防",
|
||
"stock_code": "002373"
|
||
}, {
|
||
"stock": "莱斯信息",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "688631"
|
||
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|
||
"stock": "中科星图",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "688568"
|
||
}, {
|
||
"stock": "航天软件",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "688562"
|
||
}, {
|
||
"stock": "正元地信",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "688509"
|
||
}, {
|
||
"stock": "萤石网络",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "688475"
|
||
}, {
|
||
"stock": "中科曙光",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "603019"
|
||
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|
||
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|
||
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|
||
"其他标签": "央企",
|
||
"stock_code": "600850"
|
||
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|
||
"stock": "宝信软件",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600845"
|
||
}, {
|
||
"stock": "中国软件",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600536"
|
||
}, {
|
||
"stock": "湘邮科技",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600476"
|
||
}, {
|
||
"stock": "航天信息",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600271"
|
||
}, {
|
||
"stock": "国网信通",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600131"
|
||
}, {
|
||
"stock": "同方股份",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "600100"
|
||
}, {
|
||
"stock": "华大九天",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "301269"
|
||
}, {
|
||
"stock": "中船汉光",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300847"
|
||
}, {
|
||
"stock": "中科信息",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300678"
|
||
}, {
|
||
"stock": "辰安科技",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300523"
|
||
}, {
|
||
"stock": "航天智装",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300455"
|
||
}, {
|
||
"stock": "易华录",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300212"
|
||
}, {
|
||
"stock": "国投智能",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "300188"
|
||
}, {
|
||
"stock": "久远银海",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002777"
|
||
}, {
|
||
"stock": "启明星辰",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002439"
|
||
}, {
|
||
"stock": "海康威视",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002415"
|
||
}, {
|
||
"stock": "中远海科",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002401"
|
||
}, {
|
||
"stock": "太极股份",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002368"
|
||
}, {
|
||
"stock": "电科网安",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002268"
|
||
}, {
|
||
"stock": "启明信息",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002232"
|
||
}, {
|
||
"stock": "远光软件",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "002063"
|
||
}, {
|
||
"stock": "美利云",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "000815"
|
||
}, {
|
||
"stock": "国新健康",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "000503"
|
||
}, {
|
||
"stock": "中国长城",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "000066"
|
||
}, {
|
||
"stock": "中科软",
|
||
"reason": "央国企",
|
||
"其他标签": "央企",
|
||
"stock_code": "603927"
|
||
}, {
|
||
"stock": "新点软件",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "688232"
|
||
}, {
|
||
"stock": "麦迪科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "603990"
|
||
}, {
|
||
"stock": "浪潮软件",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "600756"
|
||
}, {
|
||
"stock": "云赛智联",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "600602"
|
||
}, {
|
||
"stock": "博通股份",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "600455"
|
||
}, {
|
||
"stock": "退市卓朗",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企"
|
||
}, {
|
||
"stock": "通行宝",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "301339"
|
||
}, {
|
||
"stock": "中科江南",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "301153"
|
||
}, {
|
||
"stock": "铜牛信息",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300895"
|
||
}, {
|
||
"stock": "数字认证",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300579"
|
||
}, {
|
||
"stock": "神思电子",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300479"
|
||
}, {
|
||
"stock": "天利科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300399"
|
||
}, {
|
||
"stock": "荣科科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300290"
|
||
}, {
|
||
"stock": "海联讯",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300277"
|
||
}, {
|
||
"stock": "中威电子",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300270"
|
||
}, {
|
||
"stock": "朗科科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300042"
|
||
}, {
|
||
"stock": "中新赛克",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "002912"
|
||
}, {
|
||
"stock": "荣联科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "002642"
|
||
}, {
|
||
"stock": "广电运通",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "002152"
|
||
}, {
|
||
"stock": "浪潮信息",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "000977"
|
||
}, {
|
||
"stock": "南天信息",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "000948"
|
||
}, {
|
||
"stock": "云鼎科技",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "000409"
|
||
}, {
|
||
"stock": "常山北明",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "000158"
|
||
}, {
|
||
"stock": "科创信息",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "300730"
|
||
}, {
|
||
"stock": "科大讯飞",
|
||
"reason": "央国企",
|
||
"其他标签": "地方国企",
|
||
"stock_code": "002230"
|
||
}]
|
||
}
|
||
};
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Populate Stock Table
|
||
const stocks = stockData["央国企AI一张图(250224)"]["0AE8D98F-1600-44EB-B08E-ABC8AD354EDD.jpg"];
|
||
const groupedStocks = stocks.reduce((acc, stock) => {
|
||
const key = stock.reason;
|
||
if (!acc[key]) {
|
||
acc[key] = [];
|
||
}
|
||
acc[key].push(stock);
|
||
return acc;
|
||
}, {});
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
let html = '';
|
||
for (const reason in groupedStocks) {
|
||
const items = groupedStocks[reason];
|
||
items.forEach((item, index) => {
|
||
html += `<tr class="border-b border-slate-700">`;
|
||
if (index === 0) {
|
||
html += `<td class="p-4 align-top font-semibold text-fuchsia-400" rowspan="${items.length}">${reason}</td>`;
|
||
}
|
||
html += `<td class="p-4 font-medium text-white">${item.stock}</td>`;
|
||
html += `<td class="p-4 text-slate-400">`;
|
||
if (item.stock_code) {
|
||
html += `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="hover:text-cyan-400 transition-colors">${item.stock_code}</a>`;
|
||
} else {
|
||
html += `N/A`;
|
||
}
|
||
html += `</td>`;
|
||
html += `<td class="p-4 text-slate-400">${item['其他标签'] || ''}</td>`;
|
||
html += `</tr>`;
|
||
});
|
||
}
|
||
tableBody.innerHTML = html;
|
||
|
||
// ECharts Sunburst Initialization
|
||
var chartDom = document.getElementById('echarts-sunburst');
|
||
var myChart = echarts.init(chartDom, 'dark', { renderer: 'svg' });
|
||
var option;
|
||
|
||
const echartsData = [
|
||
{
|
||
name: '上游：AI基础设施',
|
||
children: [
|
||
{ name: 'AI芯片', value: 2, children: [{name: '中国长城'}, {name: '华大九天'}] },
|
||
{ name: 'AI服务器', value: 2, children: [{name: '浪潮信息'}, {name: '中科曙光'}] },
|
||
{ name: '国资云', value: 4, children: [{name: '中国移动'}, {name: '中国电信'}, {name: '太极股份'}, {name: '云赛智联'}] },
|
||
]
|
||
},
|
||
{
|
||
name: '中游：AI平台与数据',
|
||
children: [
|
||
{ name: '大模型/算法', value: 3, children: [{name: '科大讯飞'}, {name: '拓尔思'}, {name: '海康威视'}] },
|
||
{ name: '数据要素', value: 3, children: [{name: '易华录'}, {name: '久远银海'}, {name: '中国出版'}] }
|
||
]
|
||
},
|
||
{
|
||
name: '下游：AI应用与解决方案',
|
||
children: [
|
||
{ name: '政务AI', value: 2, children: [{name: '太极股份'}, {name: '数字政通'}] },
|
||
{ name: '能源AI', value: 2, children: [{name: '国网信通'}, {name: '远光软件'}] },
|
||
{ name: '工业/制造AI', value: 2, children: [{name: '宝信软件'}, {name: '中科信息'}] },
|
||
{ name: '传媒AI', value: 3, children: [{name: '芒果超媒'}, {name: '上海电影'}, {name: '中国科传'}] },
|
||
{ name: '金融AI', value: 2, children: [{name: '广电运通'}, {name: '南天信息'}] }
|
||
]
|
||
}
|
||
];
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
series: {
|
||
type: 'sunburst',
|
||
data: echartsData,
|
||
radius: [0, '95%'],
|
||
sort: undefined,
|
||
emphasis: {
|
||
focus: 'ancestor'
|
||
},
|
||
levels: [
|
||
{},
|
||
{ // 上中下游
|
||
r0: '15%', r: '35%',
|
||
itemStyle: { borderWidth: 2, borderColor: '#1f2937' },
|
||
label: { rotate: 'tangential', fontSize: 14, color: '#e5e7eb' }
|
||
},
|
||
{ // 二级分类
|
||
r0: '35%', r: '70%',
|
||
label: { align: 'right', fontSize: 12 },
|
||
itemStyle: { borderWidth: 2, borderColor: '#1f2937' }
|
||
},
|
||
{ // 公司
|
||
r0: '70%', r: '72%',
|
||
label: { position: 'outside', padding: 3, silent: false },
|
||
itemStyle: { borderWidth: 3 }
|
||
}
|
||
]
|
||
}
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |