828 lines
44 KiB
HTML
828 lines
44 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>云计算各厂商云 - 行业分析与投资机会</title>
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<!-- Bootstrap CSS -->
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<!-- Bootstrap Icons -->
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #0d6efd;
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--secondary-color: #6c757d;
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--accent-color: #198754;
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--light-bg: #f8f9fa;
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}
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body {
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font-family: 'Microsoft YaHei', 'PingFang SC', 'Helvetica Neue', Arial, sans-serif;
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background-color: var(--light-bg);
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color: #333;
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}
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.hero-section {
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background: linear-gradient(135deg, #0d6efd 0%, #0a58ca 100%);
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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}
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.section-title {
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position: relative;
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margin-bottom: 1.5rem;
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padding-bottom: 0.75rem;
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font-weight: 600;
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}
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.section-title::after {
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 3px;
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background-color: var(--primary-color);
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}
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.card {
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border: none;
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box-shadow: 0 0.125rem 0.25rem rgba(0, 0, 0, 0.075);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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height: 100%;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 0.5rem 1rem rgba(0, 0, 0, 0.15);
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}
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.card-header {
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background-color: var(--primary-color);
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color: white;
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font-weight: 500;
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}
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.table-container {
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overflow-x: auto;
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margin: 1.5rem 0;
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}
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.table {
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min-width: 800px;
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}
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.table th {
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background-color: var(--primary-color);
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color: white;
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position: sticky;
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top: 0;
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}
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.badge {
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font-size: 0.75rem;
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}
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.highlight-box {
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background-color: rgba(13, 110, 253, 0.1);
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border-left: 4px solid var(--primary-color);
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padding: 1rem;
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margin-bottom: 1.5rem;
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border-radius: 0.25rem;
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}
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.market-share {
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display: flex;
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align-items: center;
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margin-bottom: 0.5rem;
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}
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.market-share-bar {
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height: 20px;
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background-color: #e9ecef;
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border-radius: 10px;
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overflow: hidden;
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flex-grow: 1;
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margin: 0 10px;
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}
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.market-share-fill {
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height: 100%;
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background-color: var(--primary-color);
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}
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||
.timeline {
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||
position: relative;
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padding-left: 30px;
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||
}
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.timeline::before {
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content: '';
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position: absolute;
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||
left: 10px;
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top: 0;
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height: 100%;
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width: 2px;
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||
background-color: #dee2e6;
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}
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.timeline-item {
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||
position: relative;
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||
margin-bottom: 1.5rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -30px;
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top: 5px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: var(--primary-color);
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}
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.risk-meter {
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height: 10px;
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background-color: #e9ecef;
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border-radius: 5px;
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overflow: hidden;
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margin-top: 0.5rem;
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}
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.risk-level {
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height: 100%;
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}
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.risk-low {
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width: 30%;
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background-color: var(--accent-color);
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}
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.risk-medium {
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width: 60%;
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background-color: #ffc107;
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}
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.risk-high {
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width: 90%;
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background-color: #dc3545;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 2rem 0;
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}
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.section-title {
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font-size: 1.25rem;
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||
}
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.card {
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margin-bottom: 1rem;
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||
}
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||
}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-5 fw-bold mb-3">云计算各厂商云</h1>
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<p class="lead mb-0">从增量扩张到存量优化，AI大模型引领云计算新纪元</p>
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</div>
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<div class="col-lg-4 text-lg-end mt-3 mt-lg-0">
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<div class="d-flex align-items-center justify-content-lg-end">
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<i class="bi bi-cloud-arrow-up fs-1 me-3"></i>
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<div>
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<div class="fs-4 fw-bold">2024年趋势</div>
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<div>AI云 · 行业云 · 边缘云</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="container mb-5">
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<!-- 核心观点摘要 -->
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<section class="mb-5">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="highlight-box">
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<p class="mb-2"><i class="bi bi-lightbulb-fill text-warning me-2"></i>当前阶段：云计算市场正处于从"增量扩张"向"存量优化"转型的关键阶段。</p>
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<p class="mb-2"><i class="bi bi-lightbulb-fill text-warning me-2"></i>核心驱动力：AI大模型带来的算力需求爆发、企业数字化转型深化以及云厂商技术投入持续加大。</p>
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<p class="mb-0"><i class="bi bi-lightbulb-fill text-warning me-2"></i>未来潜力：AI云、边缘云、行业云等细分领域持续增长，云厂商在生态构建和技术创新上的竞争加剧。</p>
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</div>
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</section>
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<!-- 市场格局 -->
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<section class="mb-5">
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<h2 class="section-title">市场格局分析</h2>
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<div class="row">
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<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">
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<i class="bi bi-pie-chart-fill me-2"></i>国内公有云市场份额
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</div>
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<div class="card-body">
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<div class="market-share">
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<span>阿里云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 35%;"></div>
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</div>
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<span>35%</span>
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</div>
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<div class="market-share">
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<span>腾讯云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 18%;"></div>
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</div>
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<span>18%</span>
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</div>
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<div class="market-share">
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<span>华为云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 12%;"></div>
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</div>
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<span>12%</span>
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</div>
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<div class="market-share">
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<span>天翼云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 10%;"></div>
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</div>
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<span>10%</span>
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</div>
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<div class="market-share">
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<span>移动云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 8%;"></div>
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</div>
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<span>8%</span>
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</div>
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<div class="market-share">
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<span>联通云</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 5%;"></div>
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</div>
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<span>5%</span>
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</div>
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<div class="market-share">
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<span>其他</span>
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<div class="market-share-bar">
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<div class="market-share-fill" style="width: 12%;"></div>
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</div>
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<span>12%</span>
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</div>
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</div>
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||
</div>
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</div>
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<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">
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<i class="bi bi-graph-up-arrow me-2"></i>市场增长驱动力
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</div>
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<div class="card-body">
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<div class="d-flex align-items-center mb-3">
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<div class="bg-primary bg-opacity-10 p-3 rounded-circle me-3">
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||
<i class="bi bi-cpu-fill text-primary fs-4"></i>
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</div>
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<div>
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<h5 class="mb-1">AI大模型算力需求爆发</h5>
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<p class="mb-0 text-muted">大模型训练和推理推动AI算力基础设施建设</p>
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||
</div>
|
||
</div>
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||
<div class="d-flex align-items-center mb-3">
|
||
<div class="bg-primary bg-opacity-10 p-3 rounded-circle me-3">
|
||
<i class="bi bi-building text-primary fs-4"></i>
|
||
</div>
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||
<div>
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<h5 class="mb-1">企业数字化转型深化</h5>
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||
<p class="mb-0 text-muted">从"上云"向"用云"深化，行业云需求增长</p>
|
||
</div>
|
||
</div>
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||
<div class="d-flex align-items-center">
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||
<div class="bg-primary bg-opacity-10 p-3 rounded-circle me-3">
|
||
<i class="bi bi-gear-fill text-primary fs-4"></i>
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||
</div>
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<div>
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<h5 class="mb-1">云厂商技术投入加大</h5>
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||
<p class="mb-0 text-muted">自研芯片、框架和硬件构建技术壁垒</p>
|
||
</div>
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||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
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||
</section>
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||
|
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<!-- 关键催化剂 -->
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<section class="mb-5">
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<h2 class="section-title">关键催化剂与发展路径</h2>
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<div class="row">
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<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">
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<i class="bi bi-broadcast me-2"></i>近期催化剂（3-6个月）
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</div>
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<div class="card-body">
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<div class="timeline">
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<div class="timeline-item">
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<h5>AI大模型算力需求持续爆发</h5>
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<p class="text-muted">2024年下半年，国内大模型厂商将迎来新一轮训练和推理需求，推动AI算力基础设施建设加速。</p>
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||
</div>
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<div class="timeline-item">
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||
<h5>运营商云政策支持加码</h5>
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<p class="text-muted">"东数西算"工程深化，地方政府数据中心投资补贴等政策将进一步推动运营商云业务增长。</p>
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</div>
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<div class="timeline-item">
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<h5>设备厂商云解决方案获认可</h5>
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<p class="text-muted">中兴通讯、升腾威讯等设备厂商通过"硬件+软件+服务"模式，技术壁垒显现，市场份额逐步提升。</p>
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||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
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||
<div class="col-md-6 mb-4">
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<div class="card h-100">
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<div class="card-header">
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<i class="bi bi-compass me-2"></i>长期发展路径（3-5年）
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</div>
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<div class="card-body">
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||
<ul class="list-group list-group-flush">
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<li class="list-group-item d-flex align-items-center">
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<i class="bi bi-check-circle-fill text-success me-3"></i>
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<div>
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<h6 class="mb-1">AI云成为核心增长引擎</h6>
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<p class="mb-0 text-muted small">AI算力需求将持续爆发，AI云成为收入增长核心驱动力</p>
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||
</div>
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||
</li>
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<li class="list-group-item d-flex align-items-center">
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<i class="bi bi-check-circle-fill text-success me-3"></i>
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<div>
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<h6 class="mb-1">行业云与垂直云深化发展</h6>
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<p class="mb-0 text-muted small">金融、制造、医疗、教育等行业数字化需求深化</p>
|
||
</div>
|
||
</li>
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||
<li class="list-group-item d-flex align-items-center">
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<i class="bi bi-check-circle-fill text-success me-3"></i>
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<div>
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||
<h6 class="mb-1">边缘云与混合云加速部署</h6>
|
||
<p class="mb-0 text-muted small">5G、物联网、AIoT推动边缘计算需求增长</p>
|
||
</div>
|
||
</li>
|
||
<li class="list-group-item d-flex align-items-center">
|
||
<i class="bi bi-check-circle-fill text-success me-3"></i>
|
||
<div>
|
||
<h6 class="mb-1">生态构建与技术迭代成为竞争关键</h6>
|
||
<p class="mb-0 text-muted small">开放API、开发者社区、合作伙伴计划推动生态建设</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 产业链分析 -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">产业链与核心公司</h2>
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<i class="bi bi-diagram-3-fill me-2"></i>产业链图谱
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row text-center">
|
||
<div class="col-md-4 mb-3">
|
||
<div class="p-3 bg-light rounded">
|
||
<h5 class="text-primary">上游</h5>
|
||
<p class="mb-0">芯片、服务器、存储设备、网络设备</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="p-3 bg-light rounded">
|
||
<h5 class="text-primary">中游</h5>
|
||
<p class="mb-0">云服务商、云管理平台、云安全服务商</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="p-3 bg-light rounded">
|
||
<h5 class="text-primary">下游</h5>
|
||
<p class="mb-0">行业客户、终端用户</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险 -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-4">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<i class="bi bi-exclamation-triangle-fill me-2"></i>主要风险点
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="mb-3">
|
||
<h5>技术风险</h5>
|
||
<p class="text-muted">AI算力基础设施投入不足或技术突破不及预期，可能导致AI云业务增长不及预期。</p>
|
||
<div class="risk-meter">
|
||
<div class="risk-level risk-high"></div>
|
||
</div>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h5>商业化风险</h5>
|
||
<p class="text-muted">企业客户采购决策谨慎，定制化需求高，客户获取和留存面临挑战。</p>
|
||
<div class="risk-meter">
|
||
<div class="risk-level risk-medium"></div>
|
||
</div>
|
||
</div>
|
||
<div class="mb-3">
|
||
<h5>政策与合规风险</h5>
|
||
<p class="text-muted">全球数据安全和隐私保护法规日益严格，合规要求提高。</p>
|
||
<div class="risk-meter">
|
||
<div class="risk-level risk-medium"></div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h5>信息交叉验证风险</h5>
|
||
<p class="text-muted">不同信息源可能存在矛盾，需进一步核实信息来源可靠性。</p>
|
||
<div class="risk-meter">
|
||
<div class="risk-level risk-low"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-4">
|
||
<div class="card h-100">
|
||
<div class="card-header">
|
||
<i class="bi bi-lightbulb-fill me-2"></i>投资启示
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="d-flex align-items-start mb-3">
|
||
<span class="badge bg-primary me-2 mt-1">1</span>
|
||
<div>
|
||
<h6>关注AI云领域</h6>
|
||
<p class="text-muted small">AI算力基础设施投入较多且技术突破显著的云厂商将受益于AI大模型带来的算力需求爆发。</p>
|
||
</div>
|
||
</div>
|
||
<div class="d-flex align-items-start mb-3">
|
||
<span class="badge bg-primary me-2 mt-1">2</span>
|
||
<div>
|
||
<h6>关注行业云与垂直云</h6>
|
||
<p class="text-muted small">在特定行业（金融、制造、医疗）具有深度解决方案和客户基础的云厂商将获得持续增长。</p>
|
||
</div>
|
||
</div>
|
||
<div class="d-flex align-items-start mb-3">
|
||
<span class="badge bg-primary me-2 mt-1">3</span>
|
||
<div>
|
||
<h6>关注边缘云与混合云</h6>
|
||
<p class="text-muted small">在边缘计算基础设施投入较多且技术突破显著的云厂商将受益于5G、物联网普及。</p>
|
||
</div>
|
||
</div>
|
||
<div class="d-flex align-items-start">
|
||
<span class="badge bg-primary me-2 mt-1">4</span>
|
||
<div>
|
||
<h6>关注生态构建与技术迭代</h6>
|
||
<p class="text-muted small">在生态构建和技术创新方面投入较多且进展显著的云厂商将保持长期竞争力。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 相关股票数据 -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">相关股票数据</h2>
|
||
<div class="card">
|
||
<div class="card-header">
|
||
<i class="bi bi-table me-2"></i>云计算各厂商云相关股票
|
||
</div>
|
||
<div class="card-body p-0">
|
||
<div class="table-container">
|
||
<table class="table table-hover table-striped mb-0">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>标签1</th>
|
||
<th>标签2</th>
|
||
<th>标签3</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>中国电信</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>DeepSeek相关，公有云国内A股上市公司市占率第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>天翼云</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>DeepSeek相关，公有云国内A股上市公司市占率第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>优刻得</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td>-</td>
|
||
<td>DeepSeek相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>青云科技</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，云产品与云服务营收占比99.9%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>杭钢股份</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，云计算大数据业务营收占比48%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>首都在线</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，IDC及云主机相关营收占比93%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>拓维信息</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，智能计算产品营收占比56%，叠加昇腾/鸿蒙接入DeepSeek刺激</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>光环新网</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，IDC及云计算营收占比98%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>云赛智联</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，云计算大数据业务营收占比48%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>宝信软件</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，IDC服务营收占比99%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>奥飞数据</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，IDC相关营收占比84%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>铜牛信息</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，IDC相关营收占比85%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华胜天成</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，云计算产品及服务营收占比24%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>金山办公</strong></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>DeepSeek相关，软件营收占比100%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>用友网络</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>管理、办公软件，云服务与软件服务营收占比100%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>税友股份</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>税务，软件和信息技术服务营收占比100%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>金财互联</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>税务，电子税务及企业云服务营收占比31%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>广联达</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>垂直软件，建筑软件业务营收占比100%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>石基信息</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>垂直软件，酒店、软件和计算机服务营收占比80%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>卫宁健康</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>-</td>
|
||
<td>垂直软件，医疗信息化营收占比90%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>安恒信息</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td>-</td>
|
||
<td>云安全，推出首个"DeepSeek"版安全智能体</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>绿盟科技</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td>-</td>
|
||
<td>云安全，DeepSeek相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>深信服</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td>-</td>
|
||
<td>云安全，DeepSeek相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>阿里云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第一</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>百度云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第二</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华为云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第三</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>腾讯云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第四</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>天翼云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第五</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>移动云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第六</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>联通云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-success">市场占有率</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，公有云国内A股上市公司市占率第七</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>深桑达A</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，实控人为中国电子信息产业集团，旗下有中国电子云</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>易华录</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>-</td>
|
||
<td>国内IaaS，实控人为华录集团，旗下有数据湖数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>紫光股份</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>云安全，旗下有云平台紫鸾平台、绿洲平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>歌华有线</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>云安全，实控人为中国广电，旗下有云平台歌华政企云</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>常山北明</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>云安全，河北石家庄国资委，旗下有云平台常山云</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>杭钢股份</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>云安全，浙江国资委，旗下有杭钢云计算数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>云赛智联</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>云安全，上海国资委，云计算大数据业务营收占比48%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>美利云</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td><span class="badge bg-success">营收占比</span></td>
|
||
<td>云安全，宁夏，实控人为中国诚通控股集团，IDC营收占比23%</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>南天信息</strong></td>
|
||
<td><span class="badge bg-secondary">行业</span></td>
|
||
<td><span class="badge bg-primary">项目</span></td>
|
||
<td><span class="badge bg-info">产业链</span></td>
|
||
<td>-</td>
|
||
<td>云安全，云南国资委，据悉为云南国资委控股的唯一IT上市平台</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
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