670 lines
37 KiB
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670 lines
37 KiB
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- Header -->
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<div class="mb-10 text-center">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">华为昇腾概念分析报告</h1>
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<div class="inline-flex items-center bg-blue-100 text-blue-800 px-4 py-2 rounded-full">
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<i class="fas fa-microchip mr-2"></i>
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<span class="font-medium">AI算力国产替代核心赛道</span>
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</div>
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</div>
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<!-- Executive Summary -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800">阶段判断</h3>
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</div>
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<p class="text-gray-700">华为昇腾已从"国产备胎"升级为<span class="highlight-text font-semibold">AI算力主航道</span>，进入政策强制替代+技术可用性验证的加速期。</p>
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</div>
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<div class="bg-purple-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800">核心驱动力</h3>
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</div>
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<p class="text-gray-700">美国制裁封锁+国产大模型爆发+运营商/政府千亿级采购，形成<span class="highlight-text font-semibold">需求刚性+供给垄断</span>的戴维斯双击。</p>
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</div>
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<div class="bg-indigo-50 p-5 rounded-lg">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center text-white mr-3">
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<i class="fas fa-gem"></i>
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</div>
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<h3 class="font-bold text-lg text-gray-800">未来潜力</h3>
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</div>
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<p class="text-gray-700">2025年昇腾出货有望突破<span class="highlight-text font-semibold">1000亿元</span>（2024年500-600亿），但需验证910C量产良率和生态迁移成本。</p>
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</div>
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</div>
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</div>
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<!-- Timeline -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 section-title">概念事件时间轴</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="tech-badge mr-2">2023年10月</span>
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<h3 class="font-bold text-lg text-gray-800">美国升级对华AI芯片制裁</h3>
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</div>
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<p class="text-gray-700">英伟达A800/H800断供，昇腾910B成为国产替代唯一选择。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="tech-badge mr-2">2024年7月</span>
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<h3 class="font-bold text-lg text-gray-800">华为发布CloudMatrix 384超节点</h3>
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</div>
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<p class="text-gray-700">384卡互联，300PFLOPS算力，性能对标英伟达GB200 NVL72。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="tech-badge mr-2">2024年10月</span>
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<h3 class="font-bold text-lg text-gray-800">昇腾910C流片成功</h3>
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</div>
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<p class="text-gray-700">FP16算力780TFLOPS（接近H100的80%），国产化率55%，但封装环节仍依赖海外。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="tech-badge mr-2">2025年2月</span>
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<h3 class="font-bold text-lg text-gray-800">DeepSeek-R1/R2全面适配昇腾</h3>
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</div>
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<p class="text-gray-700">单卡推理吞吐1920 tokens/s（比肩H100），硅基流动率先商用。</p>
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</div>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex items-start">
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<div class="flex-1">
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<div class="flex items-center mb-1">
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<span class="tech-badge mr-2">2025年5月</span>
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<h3 class="font-bold text-lg text-gray-800">华为云基于昇腾384超节点的AI云服务上线</h3>
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</div>
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<p class="text-gray-700">400G光模块需求达6812个/集群。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Core Logic -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 section-title">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold text-gray-800 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="border-l-4 border-blue-500 pl-4 py-2">
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<h4 class="font-bold text-gray-800 mb-1">技术突破</h4>
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<p class="text-gray-700 text-sm">910C在FP16/INT8算力上接近H100，功耗1000W虽高于H100（700W），但可通过液冷方案解决。</p>
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</div>
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<div class="border-l-4 border-purple-500 pl-4 py-2">
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<h4 class="font-bold text-gray-800 mb-1">政策强制</h4>
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<p class="text-gray-700 text-sm">运营商集采中昇腾占比67%（中国电信2025年招标），政府智算中心明确要求国产化率≥90%。</p>
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</div>
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<div class="border-l-4 border-indigo-500 pl-4 py-2">
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<h4 class="font-bold text-gray-800 mb-1">生态闭环</h4>
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<p class="text-gray-700 text-sm">MindSpore框架已支持160+第三方大模型（含DeepSeek），开发者超610万，形成CUDA替代路径。</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-bold text-gray-800 mb-4">市场热度与情绪</h3>
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<div class="bg-yellow-50 p-4 rounded-lg">
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<div class="flex items-start">
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<i class="fas fa-fire text-yellow-500 text-xl mt-1 mr-3"></i>
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<div>
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<p class="text-gray-700 mb-2"><span class="font-semibold">研报密度：</span>2024年Q4以来，民生/长江/西部证券等发布15篇深度报告，一致预期2025年昇腾链收入增速100%+。</p>
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<p class="text-gray-700"><span class="font-semibold">情绪分歧：</span>乐观派认为"昇腾=英伟达替代品"，谨慎派担忧910C良率50%（路演提及）和封装依赖海外。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">预期差分析</h3>
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<div class="bg-red-50 p-4 rounded-lg">
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<div class="flex items-start">
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<i class="fas fa-exclamation-triangle text-red-500 text-xl mt-1 mr-3"></i>
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<div>
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<h4 class="font-bold text-gray-800 mb-2">被忽略的关键点</h4>
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<ul class="list-disc list-inside text-gray-700 space-y-1">
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<li><span class="font-semibold">成本劣势：</span>910C服务器定价为H20的2.4-2.5倍（新闻数据），可能限制互联网客户渗透。</li>
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<li><span class="font-semibold">生态迁移成本：</span>某头部互联网公司路演透露，模型从CUDA迁移至昇腾需额外3个月调优（人力成本增加30%）。</li>
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</ul>
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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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<!-- Catalysts -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-calendar-alt text-blue-500 mr-2"></i>
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<h4 class="font-bold text-gray-800">2025年7月WAIC</h4>
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</div>
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<p class="text-gray-700 text-sm">华为将首次线下展示昇腾384超节点真机，可能公布910C量产时间表。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-shopping-cart text-purple-500 mr-2"></i>
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<h4 class="font-bold text-gray-800">运营商集采</h4>
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</div>
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<p class="text-gray-700 text-sm">中国移动6000台AI服务器招标（2025年8月启动），昇腾份额或超70%。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-teal-50 p-4 rounded-lg">
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<div class="flex items-center mb-2">
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<i class="fas fa-robot text-green-500 mr-2"></i>
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<h4 class="font-bold text-gray-800">DeepSeek-R2发布</h4>
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</div>
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<p class="text-gray-700 text-sm">基于910B集群训练，512 PetaFLOPS利用率82%（路演数据），验证昇腾训练效率。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold text-gray-800 mb-4">长期路径</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white mr-3">
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1
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</div>
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<div>
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<h4 class="font-bold text-gray-800">2025-2026年</h4>
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<p class="text-gray-700">910C规模化替代H20，互联网客户渗透率从20%→40%（当前仅百度/阿里小规模试用）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center text-white mr-3">
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2
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</div>
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<div>
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<h4 class="font-bold text-gray-800">2027年后</h4>
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<p class="text-gray-700">昇腾930（10PFLOPS目标）对标英伟达B100，形成国产AI算力-大模型-应用闭环。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Industry Chain -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 section-title">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold text-gray-800 mb-4">产业链图谱</h3>
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<div class="bg-gray-50 p-5 rounded-lg">
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="text-center">
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<div class="w-16 h-16 rounded-full bg-blue-100 flex items-center justify-center mx-auto mb-3">
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<i class="fas fa-microchip text-blue-500 text-2xl"></i>
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</div>
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<h4 class="font-bold text-gray-800 mb-2">上游</h4>
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<p class="text-gray-700 text-sm">芯片代工（中芯国际7nm）、封装（长电科技）、光模块（华工科技400G需求1:18卡配比）</p>
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</div>
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<div class="text-center">
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<div class="w-16 h-16 rounded-full bg-purple-100 flex items-center justify-center mx-auto mb-3">
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<i class="fas fa-server text-purple-500 text-2xl"></i>
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</div>
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<h4 class="font-bold text-gray-800 mb-2">中游</h4>
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<p class="text-gray-700 text-sm">服务器代工（烽火通信份额前三，2025年代工收入1500亿）、液冷（英维克）</p>
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</div>
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<div class="text-center">
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<div class="w-16 h-16 rounded-full bg-indigo-100 flex items-center justify-center mx-auto mb-3">
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<i class="fas fa-building text-indigo-500 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold text-gray-800 mb-2">下游</h4>
|
||
<p class="text-gray-700 text-sm">运营商（移动/电信）、政府（智算中心）、互联网（字节跳动已测试4万张910B）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">烽火通信</td>
|
||
<td class="py-3 px-4 text-gray-700">服务器代工龙头</td>
|
||
<td class="py-3 px-4 text-gray-700">2025年昇腾代工份额前三（路演）</td>
|
||
<td class="py-3 px-4 text-gray-700">华为压价导致毛利率<5%</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">华丰科技</td>
|
||
<td class="py-3 px-4 text-gray-700">高速连接器</td>
|
||
<td class="py-3 px-4 text-gray-700">384超节点需6812个400G光模块</td>
|
||
<td class="py-3 px-4 text-gray-700">技术迭代至224G进度落后</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">科大讯飞</td>
|
||
<td class="py-3 px-4 text-gray-700">一体机应用</td>
|
||
<td class="py-3 px-4 text-gray-700">星火大模型已迁移昇腾，30%毛利提升</td>
|
||
<td class="py-3 px-4 text-gray-700">模型性能仍落后GPT-4</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">神州数码</td>
|
||
<td class="py-3 px-4 text-gray-700">分销+整机</td>
|
||
<td class="py-3 px-4 text-gray-700">昇腾服务器市占率35%（2023年）</td>
|
||
<td class="py-3 px-4 text-gray-700">库存积压风险（备货45万片）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-orange-50 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-orange-500 text-xl mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-bold text-gray-800 mb-2">验证与证伪</h4>
|
||
<p class="text-gray-700">矛盾点：新闻称910C"性能接近H100"，但路演透露FP32算力仅H100的50%，需关注精度场景适用性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">技术瓶颈</td>
|
||
<td class="py-3 px-4 text-gray-700">910C良率50%（路演数据），7nm产能受限</td>
|
||
<td class="py-3 px-4">
|
||
<span class="risk-badge">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">商业化</td>
|
||
<td class="py-3 px-4 text-gray-700">服务器成本为H20的2.5倍（定价方案2）</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-500 text-white px-2 py-1 rounded text-xs font-medium">中</span>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">政策变动</td>
|
||
<td class="py-3 px-4 text-gray-700">若美国放松H20出口，昇腾替代逻辑削弱</td>
|
||
<td class="py-3 px-4">
|
||
<span class="risk-badge">高</span>
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium text-gray-900">信息矛盾</td>
|
||
<td class="py-3 px-4 text-gray-700">新闻称"国产化率55%"，但封装仍依赖海外</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-500 text-white px-2 py-1 rounded text-xs font-medium">中</span>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-5 rounded-lg">
|
||
<p class="text-gray-700">昇腾已从<span class="highlight-text font-semibold">主题炒作</span>（2023年制裁预期）进入<span class="highlight-text font-semibold">基本面驱动</span>（2024年订单落地），但需警惕2025年H20解禁的尾部风险。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">高价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="border border-blue-200 rounded-lg p-4 bg-blue-50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-server text-blue-500 mr-2"></i>
|
||
<h4 class="font-bold text-gray-800">服务器代工（烽火通信）</h4>
|
||
</div>
|
||
<p class="text-gray-700 text-sm">1500亿市场中份额最确定的环节，净利率有望从3%→5%（规模效应）。</p>
|
||
</div>
|
||
<div class="border border-purple-200 rounded-lg p-4 bg-purple-50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-temperature-low text-purple-500 mr-2"></i>
|
||
<h4 class="font-bold text-gray-800">液冷散热（英维克）</h4>
|
||
</div>
|
||
<p class="text-gray-700 text-sm">910C功耗1000W强制配套，2025年液冷渗透率或达30%（当前10%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold text-gray-800 mb-3">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3 mt-1">
|
||
1
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-semibold">910C量产进度：</span>2025年Q3能否达到月产2万片（当前1万片/月）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3 mt-1">
|
||
2
|
||
</div>
|
||
<p class="text-gray-700"><span class="font-semibold">互联网客户渗透率：</span>字节/腾讯2025年昇腾采购量是否突破10万卡（当前4万卡试用）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 p-5 bg-gradient-to-r from-blue-500 to-indigo-600 rounded-lg text-white">
|
||
<h3 class="text-xl font-bold mb-2">一句话总结</h3>
|
||
<p class="text-lg">昇腾是政策强制+技术可用双重验证下的国产算力主线，但需紧盯成本曲线和生态迁移效率能否跑赢英伟达迭代速度。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 section-title">关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">合作原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200" id="stockTableBody">
|
||
<!-- Stock data will be inserted here by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Scripts -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// Initialize particles
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
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|
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|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#4facfe"
|
||
},
|
||
shape: {
|
||
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|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
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||
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|
||
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|
||
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|
||
random: true
|
||
},
|
||
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|
||
enable: true,
|
||
distance: 150,
|
||
color: "#4facfe",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
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|
||
onhover: {
|
||
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|
||
mode: "grab"
|
||
},
|
||
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|
||
enable: true,
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||
mode: "push"
|
||
},
|
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||
},
|
||
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||
grab: {
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|
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||
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|
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|
||
// Stock data
|
||
const stockData = [{'华为昇腾（250727）': [{'stock': '华丰科技', '分类': '投资', '行业': '连接器', '项目': '华为合作', '产业链': '连接器供应商', 'reason': '哈勃科技持有公司2.95%股份；2024年连接器营收10.74亿元，华为为第一大客户，占业务比重超35%；公司有光连接器处于布局阶段。'}, {'stock': '华丰科技', '分类': '连接器', '行业': '连接器', '项目': '华为合作', '产业链': '连接器供应商', 'reason': '2024年连接器营收10.74亿元，华为为第一大客户，占业务比重超35%。'}, {'stock': '创益通', '分类': '连接器', '行业': '连接器', '项目': '华为合作', '产业链': '精密连接器供应商', 'reason': '2024年连接器行业营收6.89亿元，间接向华为提供精密连接器产品。'}, {'stock': '得润电子', '分类': '连接器', '行业': '连接器', '项目': '华为合作', '产业链': '电子连接器供应商', 'reason': '2024年营收51.78亿元，主营电子连接器和精密组件，客户包括华为。'}, {'stock': '意华股份', '分类': '连接器', '行业': '连接器', '项目': '华为合作', '产业链': '连接器供应商', 'reason': '2024年连接器营收24.64亿元，800G连接器产品已批量供货，华为是重要客户。'}, {'stock': '博威合金', '分类': '连接器', '行业': '新材料', '项目': '华为合作', '产业链': '铜基特种合金材料供应商', 'reason': '公司是铜基特种合金材料龙头，与华为在通讯基站、通讯连接器等领域深度合作。'}, {'stock': '瑞可达', '分类': '连接器', '行业': '连接器', '项目': '华为合作', '产业链': '连接器系统供应商', 'reason': '2024年连接器营收23.79亿元，国内连接器系统行业领先供应商，与华为有重要合作。'}, {'stock': '金信诺', '分类': '连接器', '行业': '光通信', '项目': '华为合作', '产业链': '通信电缆及连接器供应商', 'reason': '2024年通信电缆及光纤光缆9.43亿元、通信组件及连接器9.05亿，主要客户包括华为。'}, {'stock': '光迅科技', '分类': '光通信', '行业': '光通信', '项目': '华为合作', '产业链': '光通信设备供应商', 'reason': 'HW一直是公司重要客户。'}, {'stock': '长芯博创', '分类': '光通信', '行业': '光通信', '项目': '华为合作', '产业链': '光纤传输与接入供应商', 'reason': '主要提供光纤传输与接入网中的有源和无源器件，系华为供应商。'}, {'stock': '长飞光纤', '分类': '光通信', '行业': '光通信', '项目': '华为合作', '产业链': '光纤光缆供应商', 'reason': '公司为长芯博创（持股19.17%）控股股东。'}, {'stock': '川润股份', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '液冷温控技术供应商', 'reason': '与华鲲振宇（华为内生企业）根据战略合作协议有序开展合作，在数据中心、云计算、IDC、通信网络等人工智能应用方面有液冷、温控技术及产品储备。'}, {'stock': '凯旺科技', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '防水连接器供应商', 'reason': '已与华为合作多年，主要供应防水组件类产品。'}, {'stock': '网宿科技', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '数据中心液冷解决方案供应商', 'reason': '主营业务为CDN及边缘计算、安全、算力云、MSP、数据中心液冷解决方案；华为是设备供应商之一。'}, {'stock': '科创新源', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '散热金属结构件供应商', 'reason': '2024年散热金属结构件4.63亿元；在通信业务领域与华为建立长期业务合作关系。'}, {'stock': '强瑞技术', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '散热产品供应商', 'reason': '2024年散热器1.94亿元；华为一直是公司重要客户之一。'}, {'stock': '飞荣达', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '电磁屏蔽及散热解决方案供应商', 'reason': 'H公司是重要客户之一；为H公司提供电磁屏蔽方案及相关产品和散热解决方案及相关产品。'}, {'stock': '中石科技', '分类': '散热/液冷', '行业': '散热/液冷', '项目': '华为合作', '产业链': '导热材料供应商', 'reason': '2024年导热材料14.9亿元；长期服务于华为等头部通讯终端设备制造商。'}, {'stock': '兴森科技', '分类': 'ABF载板', '行业': '半导体', '项目': '华为合作', '产业链': 'FCBGA封装基板供应商', 'reason': '已具备20层及以下产品的量产能力，20层以上FCBGA封装基板测试工作有序推进；华为是客户。'}, {'stock': '深南电路', '分类': 'ABF载板', '行业': '半导体', '项目': '华为合作', '产业链': '封装基板供应商', 'reason': 'ABF类封装基板具备FC-BGA16层及以下产品批量生产能力；与华为建立长期稳定合作关系。'}, {'stock': '泰嘉股份', '分类': '电源', '行业': '电源', '项目': '华为合作', '产业链': '电源类产品供应商', 'reason': '旗下雅达电子曾获华为TQC/CE颁发的"2021年度精益改善奖"；雅达电子是华为电源品类重要供应商。'}, {'stock': '欧陆通', '分类': '电源', '行业': '电源', '项目': '华为合作', '产业链': '电源适配器供应商', 'reason': '在开关电源领域深耕多年，与华为等企业建立稳定业务合作关系。'}, {'stock': '利和兴', '分类': '电源', '行业': '电源', '项目': '华为合作', '产业链': '电源适配器供应商', 'reason': '华为一直为公司第一大客户，在移动智能终端、数字能源和新能源汽车等领域合作。'}, {'stock': '神州数码', '分类': '昇腾部件伙伴', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾部件供应商', 'reason': '子公司神州鲲泰为昇腾部件伙伴（优选级）。'}, {'stock': '四川长虹', '分类': '昇腾部件伙伴', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾部件供应商', 'reason': '华鲲振宇为昇腾部件伙伴（领先级）；公司持有华鲲振宇2%股权。'}, {'stock': '瑞贝卡', '分类': '昇腾部件伙伴', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾部件供应商', 'reason': '黄河信产为昇腾部件伙伴（认证级）；公司控股股东间接参股黄河信产24%股权。'}, {'stock': '烽火通信', '分类': '昇腾部件伙伴', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾生态合作伙伴', 'reason': '子公司长江计算是华为鲲鹏昇腾生态的整机合作伙伴。'}, {'stock': '广电运通', '分类': '昇腾部件伙伴', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾生态合作伙伴', 'reason': '子公司广电五舟是鲲鹏整机合作伙伴和昇腾AI战略伙伴，以及飞腾芯片整机战略伙伴。'}, {'stock': '软通动力', '分类': '昇腾应用软件伙伴', '行业': '软件', '项目': '华为合作', '产业链': '昇腾软件供应商', 'reason': '作为华为鲲鹏、昇腾双优选合作伙伴。'}, {'stock': '云从科技', '分类': '昇腾应用软件伙伴', '行业': '软件', '项目': '华为合作', '产业链': '昇腾软件供应商', 'reason': '公司为昇腾应用软件伙伴（优选级）。'}, {'stock': '格灵深瞳', '分类': '昇腾应用软件伙伴', '行业': '软件', '项目': '华为合作', '产业链': '昇腾软件供应商', 'reason': '公司为昇腾应用软件伙伴（优选级）。'}, {'stock': '智洋创新', '分类': '昇腾应用软件伙伴', '行业': '软件', '项目': '华为合作', '产业链': '昇腾软件供应商', 'reason': '2023年成为华为昇腾万里伙伴计划优选级应用软件伙伴。'}, {'stock': '直真科技', '分类': '昇腾其他', '行业': '软件', '项目': '华为合作', '产业链': '昇腾生态合作伙伴', 'reason': '签署昇腾生态原生开发激励合作协议和鲲鹏生态原生开发激励合作协议，与合作方共同推进算力原生应用开发。'}, {'stock': '拓维信息', '分类': '昇腾其他', '行业': '信息技术', '项目': '华为合作', '产业链': '昇腾生态合作伙伴', 'reason': '作为昇腾战略合作伙伴，"兆瀚"系列AI服务器及相关产品已完成与Deepseek-R1/N3系列大模型的适配。'}]}]}[0]['华为昇腾（250727）'];
|
||
|
||
// Populate stock table
|
||
const stockTableBody = document.getElementById('stockTableBody');
|
||
stockData.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = stockData.indexOf(stock) % 2 === 0 ? '' : 'bg-gray-50';
|
||
|
||
// Create badge for classification
|
||
let badgeClass = 'bg-gray-100 text-gray-800';
|
||
if (stock['分类'].includes('连接器')) {
|
||
badgeClass = 'bg-blue-100 text-blue-800';
|
||
} else if (stock['分类'].includes('光通信')) {
|
||
badgeClass = 'bg-indigo-100 text-indigo-800';
|
||
} else if (stock['分类'].includes('散热')) {
|
||
badgeClass = 'bg-green-100 text-green-800';
|
||
} else if (stock['分类'].includes('ABF载板')) {
|
||
badgeClass = 'bg-purple-100 text-purple-800';
|
||
} else if (stock['分类'].includes('电源')) {
|
||
badgeClass = 'bg-yellow-100 text-yellow-800';
|
||
} else if (stock['分类'].includes('昇腾')) {
|
||
badgeClass = 'bg-red-100 text-red-800';
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-medium text-gray-900">${stock['stock']}</td>
|
||
<td class="py-3 px-4">
|
||
<span class="${badgeClass} px-2 py-1 rounded-full text-xs font-medium">${stock['分类']}</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-gray-700">${stock['行业']}</td>
|
||
<td class="py-3 px-4 text-gray-700">${stock['项目']}</td>
|
||
<td class="py-3 px-4 text-gray-700">${stock['产业链']}</td>
|
||
<td class="py-3 px-4 text-gray-700 max-w-xs">${stock['reason']}</td>
|
||
`;
|
||
|
||
stockTableBody.appendChild(row);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |