562 lines
34 KiB
HTML
562 lines
34 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="corporate">
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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>英伟达电源方案 - AI算力革命下的供电架构创新</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet">
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 40px rgba(0,0,0,0.15);
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}
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.timeline-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% { opacity: 1; }
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50% { opacity: 0.5; }
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100% { opacity: 1; }
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}
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.stock-table {
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font-size: 0.85rem;
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}
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@media (max-width: 768px) {
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.stock-table {
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font-size: 0.75rem;
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}
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}
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</style>
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</head>
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<body class="bg-base-200">
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<!-- Header -->
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<div class="gradient-bg text-white">
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<div class="container mx-auto px-4 py-12">
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<div class="flex items-center justify-between flex-wrap">
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<div>
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<h1 class="text-4xl font-bold mb-2">英伟达电源方案</h1>
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<p class="text-xl opacity-90">AI算力革命驱动的千亿级供电架构变革</p>
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</div>
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<div class="badge badge-warning badge-lg mt-4 md:mt-0">2025.01.15 更新</div>
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</div>
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</div>
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</div>
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<!-- Key Metrics -->
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<div class="container mx-auto px-4 -mt-8">
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<div class="grid grid-cols-1 md:grid-cols-4 gap-4">
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body compact">
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<h3 class="text-sm opacity-70">单柜功率提升</h3>
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<p class="text-2xl font-bold text-primary">10倍</p>
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<p class="text-xs">120-130kW vs 传统10-20kW</p>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body compact">
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<h3 class="text-sm opacity-70">转换效率</h3>
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<p class="text-2xl font-bold text-success">98%</p>
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<p class="text-xs">SST方案效率</p>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body compact">
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<h3 class="text-sm opacity-70">市场规模</h3>
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<p class="text-2xl font-bold text-warning">千亿级</p>
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<p class="text-xs">预计2025-2027年</p>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body compact">
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<h3 class="text-sm opacity-70">涉及公司</h3>
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<p class="text-2xl font-bold text-info">30+</p>
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<p class="text-xs">产业链相关标的</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8">
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Left Column - Timeline & Analysis -->
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<div class="lg:col-span-2 space-y-6">
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<!-- Timeline -->
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<div class="card bg-base-100 shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">
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<svg class="w-6 h-6 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z"></path>
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</svg>
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关键时间轴
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</h2>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start">2019.12</div>
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<div class="timeline-middle">
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<div class="w-3 h-3 bg-primary rounded-full timeline-dot"></div>
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</div>
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<div class="timeline-end timeline-box">
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中恒电气与阿里发布巴拿马电源
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-start">2024.03</div>
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<div class="timeline-middle">
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<div class="w-3 h-3 bg-success rounded-full"></div>
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</div>
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<div class="timeline-end timeline-box">
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英伟达GB300确定800V HVDC架构
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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<div class="timeline-start">2025.10</div>
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<div class="timeline-middle">
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<div class="w-3 h-3 bg-warning rounded-full timeline-dot"></div>
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</div>
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<div class="timeline-end timeline-box">
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英伟达发布800V DC白皮书，明确SST为终极方案
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- Technology Routes -->
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<div class="card bg-base-100 shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">技术路线对比</h2>
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<div class="overflow-x-auto">
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<table class="table table-zebra">
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<thead>
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<tr>
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<th>技术方案</th>
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<th>成熟度</th>
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<th>效率</th>
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<th>时间窗口</th>
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<th>代表公司</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><span class="badge badge-primary">HVDC</span></td>
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<td>
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<progress class="progress progress-success w-20" value="80" max="100"></progress>
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</td>
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<td>95%</td>
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<td>2024-2026</td>
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<td>中恒电气、麦格米特</td>
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</tr>
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<tr>
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<td><span class="badge badge-warning">SST</span></td>
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<td>
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<progress class="progress progress-warning w-20" value="40" max="100"></progress>
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</td>
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<td>98%</td>
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<td>2026-2028</td>
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<td>金盘科技、四方股份</td>
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</tr>
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<tr>
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<td><span class="badge badge-info">巴拿马2.0</span></td>
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<td>
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<progress class="progress progress-info w-20" value="60" max="100"></progress>
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</td>
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<td>96%</td>
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<td>2025-2027</td>
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<td>中恒电气、伊戈尔</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- Investment Logic -->
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<div class="card bg-base-100 shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">核心投资逻辑</h2>
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<div class="space-y-4">
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<div class="alert alert-info">
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<svg class="w-6 h-6 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
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</svg>
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<div>
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<h3 class="font-bold">算力密度革命</h3>
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<div class="text-xs">GB300单机柜功率达120-130kW，传统AC供电无法满足</div>
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</div>
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</div>
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<div class="alert alert-success">
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<svg class="w-6 h-6 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
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</svg>
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<div>
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<h3 class="font-bold">技术路线明确</h3>
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<div class="text-xs">英伟达白皮书确认SST为终极方案，HVDC为过渡方案</div>
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</div>
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</div>
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<div class="alert alert-warning">
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<svg class="w-6 h-6 shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
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</svg>
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<div>
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<h3 class="font-bold">预期差巨大</h3>
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<div class="text-xs">市场低估SST进展，国产化速度超预期</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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<!-- Right Column - Market Info -->
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<div class="space-y-6">
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<!-- Market Heat -->
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<div class="card bg-base-100 shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-lg mb-4">市场热度分析</h2>
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<div class="space-y-3">
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<div>
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<div class="flex justify-between text-sm mb-1">
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<span>研报密度</span>
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<span class="text-warning">高</span>
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</div>
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<progress class="progress progress-warning" value="85" max="100"></progress>
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</div>
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<div>
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<div class="flex justify-between text-sm mb-1">
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<span>产业验证</span>
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<span class="text-success">强</span>
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</div>
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<progress class="progress progress-success" value="75" max="100"></progress>
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</div>
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<div>
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<div class="flex justify-between text-sm mb-1">
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<span>估值差</span>
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<span class="text-info">大</span>
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</div>
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<progress class="progress progress-info" value="90" max="100"></progress>
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</div>
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</div>
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</div>
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</div>
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<!-- Risk Alert -->
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<div class="card bg-base-100 shadow-xl border-l-4 border-error">
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<div class="card-body">
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<h2 class="card-title text-lg text-error mb-4">风险提示</h2>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-error mr-2">•</span>
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<span>SST可靠性需数千小时验证</span>
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</li>
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<li class="flex items-start">
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<span class="text-error mr-2">•</span>
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<span>GB300方案存在调整风险</span>
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</li>
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<li class="flex items-start">
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<span class="text-error mr-2">•</span>
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<span>国际供应链依赖风险</span>
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</li>
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<li class="flex items-start">
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<span class="text-error mr-2">•</span>
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<span>Q3业绩兑现压力</span>
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</li>
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</ul>
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</div>
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</div>
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<!-- Investment Strategy -->
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<div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-lg mb-4">投资策略</h2>
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<div class="text-sm space-y-3">
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<div>
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<h3 class="font-bold mb-1">哑铃型配置</h3>
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<p class="opacity-90">一端配置确定性高的配套龙头，另一端布局弹性大的SST先行者</p>
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</div>
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<div class="divider divider-neutral my-2"></div>
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<div>
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<p class="font-semibold">重点关注：</p>
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<div class="flex flex-wrap gap-2 mt-2">
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<span class="badge badge-warning">金盘科技</span>
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<span class="badge badge-warning">四方股份</span>
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<span class="badge badge-warning">江海股份</span>
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<span class="badge badge-warning">麦格米特</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>
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</div>
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</div>
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<!-- Stock Table Section -->
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<div class="card bg-base-100 shadow-xl mt-8">
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<div class="card-body">
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<h2 class="card-title text-2xl mb-6">
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<svg class="w-8 h-8 mr-2" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z"></path>
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</svg>
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产业链核心标的一览
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</h2>
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<!-- Category Tabs -->
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<div class="tabs tabs-boxed mb-4">
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<a class="tab tab-active" onclick="filterStocks('all')">全部</a>
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<a class="tab" onclick="filterStocks('SST')">固态变压器SST</a>
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<a class="tab" onclick="filterStocks('HVDC')">高压直流HVDC</a>
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<a class="tab" onclick="filterStocks('panama')">巴拿马电源</a>
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<a class="tab" onclick="filterStocks('support')">配套相关</a>
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</div>
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<div class="overflow-x-auto">
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<table class="table table-compact stock-table w-full">
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<thead>
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<tr class="bg-base-200">
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<th class="text-center">股票代码</th>
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<th class="text-center">分类</th>
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<th class="text-center">相关性</th>
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<th class="text-center">技术/产品</th>
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<th class="text-center">项目进展</th>
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<th class="text-center">信息源</th>
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<th>投资要点</th>
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</tr>
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</thead>
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<tbody id="stockTableBody">
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<!-- SST Category -->
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<tr class="hover stock-row" data-category="SST">
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<td class="font-bold text-center">四方股份</td>
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<td class="text-center"><span class="badge badge-primary badge-sm">固态变压器SST</span></td>
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<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
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<td class="text-center">SST系列</td>
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<td class="text-center">国家级示范项目应用</td>
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<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
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<td>SST产品全面适配800V直流供电架构，已在多个国家级示范项目应用</td>
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</tr>
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<tr class="hover stock-row" data-category="SST">
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<td class="font-bold text-center">京泉华</td>
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<td class="text-center"><span class="badge badge-primary badge-sm">固态变压器SST</span></td>
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<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
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<td class="text-center">伊顿SST高频变压器</td>
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<td class="text-center">独家供应</td>
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<td class="text-center"><span class="badge badge-ghost badge-sm">网络纪要</span></td>
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<td>伊顿SST高频变压器独供，绑定国际巨头</td>
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</tr>
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<tr class="hover stock-row" data-category="SST">
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<td class="font-bold text-center">金盘科技</td>
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<td class="text-center"><span class="badge badge-primary badge-sm">固态变压器SST</span></td>
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<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
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<td class="text-center">HVDC800V固态变压器</td>
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<td class="text-center">2025年8月完成样机</td>
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<td class="text-center"><span class="badge badge-ghost badge-sm">公告</span></td>
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<td>2025年Q4完成测试认证，进度行业领先</td>
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</tr>
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<tr class="hover stock-row" data-category="SST">
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<td class="font-bold text-center">中国西电</td>
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<td class="text-center"><span class="badge badge-primary badge-sm">固态变压器SST</span></td>
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<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
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<td class="text-center">2.4MW固态变压器</td>
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<td class="text-center">已向数据中心供货</td>
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<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
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<td>向"东数西算"数据中心提供2.4MW固态变压器</td>
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</tr>
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<tr class="hover stock-row" data-category="SST">
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<td class="font-bold text-center">特锐德</td>
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<td class="text-center"><span class="badge badge-primary badge-sm">固态变压器SST</span></td>
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<td class="text-center"><span class="badge badge-warning badge-sm">研发</span></td>
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<td class="text-center">固态变压器技术</td>
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<td class="text-center">2027年推出，2028年量产</td>
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<td class="text-center"><span class="badge badge-ghost badge-sm">网络纪要</span></td>
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<td>预计2028年实现大规模生产交付</td>
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</tr>
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<!-- HVDC Category -->
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<tr class="hover stock-row" data-category="HVDC">
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<td class="font-bold text-center">中恒电气</td>
|
||
<td class="text-center"><span class="badge badge-info badge-sm">高压直流HVDC</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">第三代HVDC产品矩阵</td>
|
||
<td class="text-center">先行者地位</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">调研</span></td>
|
||
<td>HVDC绿色供电技术方案先行者，服务阿里、腾讯、百度</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="HVDC">
|
||
<td class="font-bold text-center">麦格米特</td>
|
||
<td class="text-center"><span class="badge badge-info badge-sm">高压直流HVDC</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">800V HVDC Power Sidecar</td>
|
||
<td class="text-center">英伟达链唯一供应商</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">机构研报</span></td>
|
||
<td>大陆唯一NV链服务器电源供应商，2025GTC展出方案</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="HVDC">
|
||
<td class="font-bold text-center">通合科技</td>
|
||
<td class="text-center"><span class="badge badge-info badge-sm">高压直流HVDC</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">高压直流供电模块</td>
|
||
<td class="text-center">模块份额60%</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">调研/纪要</span></td>
|
||
<td>HVDC模块市占率60%，台达份额50%</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="HVDC">
|
||
<td class="font-bold text-center">优优绿能</td>
|
||
<td class="text-center"><span class="badge badge-info badge-sm">高压直流HVDC</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">HVDC电源</td>
|
||
<td class="text-center">2025年布局</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">机构研报</span></td>
|
||
<td>2025年全力布局，与ABB等海外Tier1客户合作</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="HVDC">
|
||
<td class="font-bold text-center">科华数据</td>
|
||
<td class="text-center"><span class="badge badge-info badge-sm">高压直流HVDC</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">HVDC系列</td>
|
||
<td class="text-center">头部互联网合作</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
|
||
<td>与头部互联网大厂深度合作，SST技术降本30%</td>
|
||
</tr>
|
||
|
||
<!-- Panama Category -->
|
||
<tr class="hover stock-row" data-category="panama">
|
||
<td class="font-bold text-center">中恒电气</td>
|
||
<td class="text-center"><span class="badge badge-warning badge-sm">巴拿马电源</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">10kV直转240V/336V</td>
|
||
<td class="text-center">2019年与阿里联合发布</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
|
||
<td>巴拿马电源系统创始者，技术成熟</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="panama">
|
||
<td class="font-bold text-center">伊戈尔</td>
|
||
<td class="text-center"><span class="badge badge-warning badge-sm">巴拿马电源</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">移相变压器</td>
|
||
<td class="text-center">批量供货</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
|
||
<td>移相变压器已批量供货配套巴拿马电源</td>
|
||
</tr>
|
||
|
||
<!-- Support Category -->
|
||
<tr class="hover stock-row" data-category="support">
|
||
<td class="font-bold text-center">江海股份</td>
|
||
<td class="text-center"><span class="badge badge-secondary badge-sm">配套相关</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">超级电容器</td>
|
||
<td class="text-center">2024年营收46亿</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">年报</span></td>
|
||
<td>超级电容器龙头，GB300方案标配组件</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="support">
|
||
<td class="font-bold text-center">思源电气</td>
|
||
<td class="text-center"><span class="badge badge-secondary badge-sm">配套相关</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">高品质超级电容器</td>
|
||
<td class="text-center">烯晶碳能子公司</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">机构研报</span></td>
|
||
<td>子公司烯晶碳能生产，具备导入数据中心能力</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="support">
|
||
<td class="font-bold text-center">蓝鲸芯</td>
|
||
<td class="text-center"><span class="badge badge-secondary badge-sm">配套相关</span></td>
|
||
<td class="text-center"><span class="badge badge-success badge-sm">产品</span></td>
|
||
<td class="text-center">BBU备用电源</td>
|
||
<td class="text-center">少量出货</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">机构研报</span></td>
|
||
<td>产品与BBU方向匹配，向第三方少量出货</td>
|
||
</tr>
|
||
<tr class="hover stock-row" data-category="support">
|
||
<td class="font-bold text-center">云路股份</td>
|
||
<td class="text-center"><span class="badge badge-secondary badge-sm">配套相关</span></td>
|
||
<td class="text-center"><span class="badge badge-warning badge-sm">材料</span></td>
|
||
<td class="text-center">纳米晶材料</td>
|
||
<td class="text-center">研发探索阶段</td>
|
||
<td class="text-center"><span class="badge badge-ghost badge-sm">互动</span></td>
|
||
<td>纳米晶材料在固态变压器领域具备应用潜力</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Bottom CTA -->
|
||
<div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl mt-8">
|
||
<div class="card-body text-center">
|
||
<h2 class="card-title text-2xl justify-center mb-4">把握AI算力革命下的供电架构变革机遇</h2>
|
||
<p class="mb-6">英伟达电源方案正从主题炒作向基本面驱动过渡，当前是布局窗口期</p>
|
||
<div class="flex flex-wrap justify-center gap-4">
|
||
<div class="badge badge-warning badge-lg">SST终极方案</div>
|
||
<div class="badge badge-warning badge-lg">HVDC过渡方案</div>
|
||
<div class="badge badge-warning badge-lg">千亿级市场</div>
|
||
<div class="badge badge-warning badge-lg">2025-2027黄金期</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="footer footer-center p-4 bg-base-300 text-base-content mt-8">
|
||
<div>
|
||
<p>© 2025 英伟达电源方案投资分析 | 数据来源：公开信息整理 | 风险提示：投资有风险，决策需谨慎</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
function filterStocks(category) {
|
||
const rows = document.querySelectorAll('.stock-row');
|
||
const tabs = document.querySelectorAll('.tab');
|
||
|
||
// Update active tab
|
||
tabs.forEach(tab => {
|
||
tab.classList.remove('tab-active');
|
||
if (tab.textContent.includes('全部') && category === 'all') {
|
||
tab.classList.add('tab-active');
|
||
} else if (tab.textContent.includes('SST') && category === 'SST') {
|
||
tab.classList.add('tab-active');
|
||
} else if (tab.textContent.includes('HVDC') && category === 'HVDC') {
|
||
tab.classList.add('tab-active');
|
||
} else if (tab.textContent.includes('巴拿马') && category === 'panama') {
|
||
tab.classList.add('tab-active');
|
||
} else if (tab.textContent.includes('配套') && category === 'support') {
|
||
tab.classList.add('tab-active');
|
||
}
|
||
});
|
||
|
||
// Filter rows
|
||
rows.forEach(row => {
|
||
if (category === 'all') {
|
||
row.style.display = '';
|
||
} else {
|
||
const rowCategory = row.getAttribute('data-category');
|
||
row.style.display = rowCategory === category ? '' : 'none';
|
||
}
|
||
});
|
||
}
|
||
|
||
// Add hover effect to stock rows
|
||
document.querySelectorAll('.stock-row').forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.backgroundColor = 'rgba(139, 92, 246, 0.1)';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|