1295 lines
75 KiB
HTML
1295 lines
75 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>国产芯片参股公司概念分析</title>
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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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<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: #1a73e8;
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--secondary-color: #34a853;
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--accent-color: #ea4335;
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--light-bg: #f8f9fa;
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--dark-text: #202124;
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
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color: var(--dark-text);
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background-color: #ffffff;
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}
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.hero-section {
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background: linear-gradient(135deg, #1a73e8 0%, #185abc 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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border-radius: 0 0 20px 20px;
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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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.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: #e0e0e0;
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}
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.timeline-item {
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position: relative;
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margin-bottom: 25px;
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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: var(--primary-color);
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border: 2px solid #fff;
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box-shadow: 0 0 0 2px #e0e0e0;
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}
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.timeline-year {
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font-weight: 600;
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color: var(--primary-color);
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margin-bottom: 10px;
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}
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.card {
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border: none;
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border-radius: 12px;
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box-shadow: 0 2px 10px rgba(0,0,0,0.05);
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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 5px 15px rgba(0,0,0,0.1);
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}
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.card-header {
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background-color: transparent;
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border-bottom: 1px solid rgba(0,0,0,0.05);
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font-weight: 600;
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}
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.badge-custom {
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font-size: 0.75rem;
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padding: 0.35rem 0.65rem;
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border-radius: 50px;
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}
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.table-responsive {
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overflow-x: visible;
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}
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.stock-table {
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font-size: 0.9rem;
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}
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.stock-table th {
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background-color: var(--light-bg);
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position: sticky;
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top: 0;
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z-index: 10;
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}
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.stock-table td {
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vertical-align: middle;
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}
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.industry-chip {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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border-radius: 16px;
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font-size: 0.8rem;
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font-weight: 500;
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margin-bottom: 0.25rem;
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margin-right: 0.25rem;
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}
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.industry-gpu {
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background-color: rgba(26, 115, 232, 0.1);
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color: #1a73e8;
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}
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.industry-aichip {
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background-color: rgba(52, 168, 83, 0.1);
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color: #34a853;
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}
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.industry-storage {
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background-color: rgba(234, 67, 53, 0.1);
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color: #ea4335;
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}
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.highlight-box {
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background-color: rgba(26, 115, 232, 0.05);
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border-left: 4px solid var(--primary-color);
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padding: 1rem 1.5rem;
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border-radius: 0 8px 8px 0;
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margin: 1.5rem 0;
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}
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.key-point {
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font-weight: 500;
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color: var(--primary-color);
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}
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.navbar-custom {
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background-color: white;
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box-shadow: 0 2px 4px rgba(0,0,0,0.05);
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}
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.nav-link {
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color: var(--dark-text);
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font-weight: 500;
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margin: 0 0.5rem;
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}
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.nav-link:hover {
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color: var(--primary-color);
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}
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.footer {
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background-color: var(--light-bg);
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padding: 2rem 0;
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margin-top: 3rem;
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border-top: 1px solid rgba(0,0,0,0.05);
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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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.table-responsive {
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overflow-x: auto;
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}
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.stock-table {
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font-size: 0.8rem;
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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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<!-- Navigation -->
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<nav class="navbar navbar-expand-lg navbar-custom sticky-top">
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<div class="container">
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<a class="navbar-brand fw-bold" href="#">
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<i class="bi bi-cpu"></i> 芯片参股分析
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav ms-auto">
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<li class="nav-item">
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<a class="nav-link" href="#overview">概述</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#timeline">事件时间轴</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#analysis">分析</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#stocks">股票数据</a>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- Hero Section -->
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<section class="hero-section">
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<div class="container text-center">
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<h1 class="display-5 fw-bold mb-3">国产芯片参股公司概念分析</h1>
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<p class="lead">政策驱动与市场需求双重推动下的国产芯片产业链投资机会</p>
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<div class="mt-4">
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<span class="badge bg-light text-dark me-2 p-2">GPU芯片</span>
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<span class="badge bg-light text-dark me-2 p-2">AI芯片</span>
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<span class="badge bg-light text-dark me-2 p-2">存储芯片</span>
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<span class="badge bg-light text-dark p-2">车规级芯片</span>
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</div>
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</div>
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</section>
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<div class="container">
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<!-- Executive Summary -->
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<section id="overview" class="mb-5">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="card">
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<div class="card-body">
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<p class="mb-3">国产芯片参股公司概念正处于<span class="key-point">政策驱动</span>与<span class="key-point">市场需求</span>双重推动的快速发展阶段，核心驱动力来自国家战略支持、国产替代需求以及AI算力爆发式增长。未来随着技术突破、生态完善和产能提升，国产芯片参股公司有望从概念炒作阶段逐步过渡到基本面驱动阶段，特别是在GPU、AI芯片、存储芯片等关键领域，参股公司有望分享国产芯片产业高速增长的红利。</p>
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<div class="highlight-box">
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<p class="mb-0"><i class="bi bi-lightbulb-fill text-warning me-2"></i> <strong>关键数据：</strong>2026年国产算力芯片市场规模预计将达到3000亿人民币以上；英伟达估计中国有500亿美元算力市场机会；国产芯片与海外芯片有望在2025-2026年实现"分庭抗礼"。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Timeline -->
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<section id="timeline" class="mb-5">
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<h2 class="section-title">概念事件时间轴</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="timeline-year">2023年</div>
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<div class="card">
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<div class="card-body">
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<ul class="mb-0">
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<li>3月：德邦电子国产芯片景气度电话会议召开，讨论圣邦微、杰华特等国产模拟芯片厂商情况</li>
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<li>3月：国产高制程芯片电话会议举行，重点讨论海思、龙芯、海光等国内芯片设计公司及中芯国际等制造企业</li>
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<li>4月：光模块企业向上游芯片领域参股布局的信息披露，如海信宽带和华工科技参股云岭光电</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 class="timeline-item">
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<div class="timeline-year">2024年</div>
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<div class="card">
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<div class="card-body">
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<ul class="mb-0">
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<li>10月：首款国产原生适配大模型车规级大算力芯片发布，机构称高算力芯片是实现自动驾驶的基础</li>
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<li>10月：某公司参股企业主要产品包括半导体高端光刻胶的核心主材料，显示国产芯片材料领域突破</li>
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<li>11月：国产智算芯片崛起路演举行，分析海光信息、寒武纪、华为昇腾等主要国产芯片公司情况</li>
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<li>12月：德宏股份路演提及智能座舱和智能驾驶领域需要芯片支持，但未明确指出与某家国产芯片公司的参股关系</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 class="timeline-item">
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<div class="timeline-year">2025年</div>
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<div class="card">
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<div class="card-body">
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<ul class="mb-0">
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<li>5月：国产AI芯片交流纪要（910C、590）发布，中科院参股公司信息被市场关注</li>
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<li>6月：又一国产GPU芯片厂商完成IPO辅导，机构称两大因素刺激下国产GPU厂商有望迎来快速发展</li>
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<li>6月：某公司参股企业主要从事医疗级全植入式无线脑机接口系统研发，拓展芯片应用场景</li>
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<li>8月：DeepSeek称新版本针对下一代国产芯片做了优化，某公司参股的AI芯片小巨头是仅有的8家通过DeepSeek系列开源模型适配的企业之一</li>
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<li>8月：DeepSeek暗示国产芯片有望大规模使用，国产算力板块再度迎来催化</li>
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<li>9月：道氏技术参股公司芯培森的APU芯片已实现销售，且在原子科学计算领域相比CPU/GPU有显著性能提升</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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</section>
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<!-- Core Logic Analysis -->
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<section id="analysis" class="mb-5">
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<h2 class="section-title">核心逻辑与市场认知分析</h2>
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<div class="row mb-4">
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<div class="col-md-4 mb-3">
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<div class="card h-100">
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<div class="card-header bg-primary text-white">
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<i class="bi bi-gear me-2"></i>核心驱动力
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</div>
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<div class="card-body">
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<ul>
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<li><strong>政策驱动：</strong>5000亿"准财政"工具支持新兴产业</li>
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<li><strong>技术突破：</strong>国产GPU、车规级芯片等高端应用突破</li>
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<li><strong>市场需求：</strong>AI算力需求爆发式增长</li>
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<li><strong>产业链协同：</strong>光模块企业向上游芯片领域参股布局</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 class="col-md-4 mb-3">
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<div class="card h-100">
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<div class="card-header bg-success text-white">
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<i class="bi bi-graph-up me-2"></i>市场热度与情绪
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</div>
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<div class="card-body">
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<ul>
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<li><strong>热度高：</strong>研报密集发布，机构关注度提升</li>
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<li><strong>情绪乐观：</strong>2026年国产算力芯片市场规模预计达3000亿</li>
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<li><strong>存在分歧：</strong>对技术路线、商业化进程和估值合理性有不同看法</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 class="col-md-4 mb-3">
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<div class="card h-100">
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<div class="card-header bg-danger text-white">
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<i class="bi bi-exclamation-triangle me-2"></i>预期差分析
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</div>
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<div class="card-body">
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<ul>
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<li><strong>技术成熟度：</strong>良率问题（chiplet封装良率仅60%）</li>
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<li><strong>商业化进程：</strong>海思920芯片仍在测试阶段</li>
|
||
<li><strong>收益贡献：</strong>多数公司持股比例低于1%，业绩贡献有限</li>
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<li><strong>生态建设：</strong>软件生态壁垒高，建设是长期过程</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
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||
|
||
<div class="card mb-4">
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||
<div class="card-header">
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<h5 class="mb-0"><i class="bi bi-lightning-charge me-2"></i>近期催化剂（未来3-6个月）</h5>
|
||
</div>
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<div class="card-body">
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||
<div class="row">
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||
<div class="col-md-6">
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<ul>
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<li><strong>政策落地：</strong>5000亿"准财政"工具的具体实施细节和资金投向</li>
|
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<li><strong>技术突破：</strong>国产GPU芯片厂商IPO进展，海思920芯片量产进展</li>
|
||
</ul>
|
||
</div>
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||
<div class="col-md-6">
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||
<ul>
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<li><strong>应用落地：</strong>首款国产车规级大算力芯片的市场应用情况</li>
|
||
<li><strong>产业链合作：</strong>光模块企业与芯片企业的合作进展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
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||
</div>
|
||
</div>
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||
|
||
<div class="card">
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||
<div class="card-header">
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||
<h5 class="mb-0"><i class="bi bi-compass me-2"></i>长期发展路径</h5>
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||
</div>
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<div class="card-body">
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||
<div class="row">
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||
<div class="col-md-3 mb-3">
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<div class="text-center">
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||
<div class="bg-primary text-white rounded-circle d-inline-flex align-items-center justify-content-center" style="width: 60px; height: 60px;">
|
||
<i class="bi bi-cpu fs-4"></i>
|
||
</div>
|
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<h6 class="mt-2">技术成熟路径</h6>
|
||
<p class="small text-muted">1-2年解决关键技术瓶颈，3-5年实现部分领域技术领先</p>
|
||
</div>
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||
</div>
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<div class="col-md-3 mb-3">
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<div class="text-center">
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<div class="bg-success text-white rounded-circle d-inline-flex align-items-center justify-content-center" style="width: 60px; height: 60px;">
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<i class="bi bi-shop fs-4"></i>
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</div>
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<h6 class="mt-2">市场拓展路径</h6>
|
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<p class="small text-muted">近期突破国内市场，中期扩大应用领域，长期进军国际市场</p>
|
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</div>
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</div>
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<div class="col-md-3 mb-3">
|
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<div class="text-center">
|
||
<div class="bg-warning text-white rounded-circle d-inline-flex align-items-center justify-content-center" style="width: 60px; height: 60px;">
|
||
<i class="bi bi-hdd-network fs-4"></i>
|
||
</div>
|
||
<h6 class="mt-2">生态建设路径</h6>
|
||
<p class="small text-muted">近期完成基础软件栈建设，中期建立开发者社区，长期形成完整生态</p>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 mb-3">
|
||
<div class="text-center">
|
||
<div class="bg-danger text-white rounded-circle d-inline-flex align-items-center justify-content-center" style="width: 60px; height: 60px;">
|
||
<i class="bi bi-diagram-3 fs-4"></i>
|
||
</div>
|
||
<h6 class="mt-2">产业链整合路径</h6>
|
||
<p class="small text-muted">近期通过参股合作加强协同，中期形成产业集群，长期实现全产业链自主可控</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Players -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">核心玩家对比</h2>
|
||
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h5 class="mb-0"><i class="bi bi-gpu-card me-2"></i>GPU领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100 border-primary">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-primary">摩尔线程</h6>
|
||
<p class="small"><strong>优势：</strong>完成IPO辅导，技术较为成熟，已进入资本市场准备阶段</p>
|
||
<p class="small"><strong>参股公司：</strong>和而泰(1.0262%)、中科蓝讯(0.5%)等</p>
|
||
<p class="small"><strong>风险：</strong>与国际巨头相比，技术积累和生态建设仍有差距</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100 border-success">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-success">沐曦集成</h6>
|
||
<p class="small"><strong>优势：</strong>市场关注度较高</p>
|
||
<p class="small"><strong>参股公司：</strong>七匹狼控股股东(0.39%)、中山公用(0.335%)等</p>
|
||
<p class="small"><strong>风险：</strong>技术路线和市场定位尚不明确</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100 border-danger">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-danger">壁仞科技</h6>
|
||
<p class="small"><strong>优势：</strong>在国产GPU领域有一定影响力</p>
|
||
<p class="small"><strong>参股公司：</strong>上海临港(0.94%)、香农芯创(0.52%)等</p>
|
||
<p class="small"><strong>风险：</strong>技术路线和商业化路径尚不明确</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card mb-4">
|
||
<div class="card-header">
|
||
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>AI芯片领域</h5>
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-3 mb-3">
|
||
<div class="card h-100 border-info">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-info">燧原科技</h6>
|
||
<p class="small"><strong>优势：</strong>腾讯作为大股东(19.95%)，提供资金和应用场景支持</p>
|
||
<p class="small"><strong>风险：</strong>过度依赖腾讯，可能限制独立发展能力</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 mb-3">
|
||
<div class="card h-100 border-warning">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-warning">昆仑芯</h6>
|
||
<p class="small"><strong>优势：</strong>百度作为大股东(59.45%)，提供AI算法和应用场景支持</p>
|
||
<p class="small"><strong>风险：</strong>与百度业务绑定过深，可能限制其他领域拓展</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 mb-3">
|
||
<div class="card h-100 border-secondary">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-secondary">寒武纪</h6>
|
||
<p class="small"><strong>优势：</strong>590在峰值算力性能上表现强劲，超过部分海外产品</p>
|
||
<p class="small"><strong>风险：</strong>持续亏损，商业化进程可能慢于预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-3 mb-3">
|
||
<div class="card h-100 border-dark">
|
||
<div class="card-body">
|
||
<h6 class="card-title text-dark">华为昇腾</h6>
|
||
<p class="small"><strong>优势：</strong>910B芯片在参数表现上接近甚至超过A100/A800</p>
|
||
<p class="small"><strong>风险：</strong>美国制裁可能影响供应链和国际化进程</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<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 bg-danger text-white">
|
||
<i class="bi bi-exclamation-octagon me-2"></i>技术风险
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>技术瓶颈：</strong>国产芯片在微架构设计上仍存在差距，特别是计算单元与存储结构的比例规划</li>
|
||
<li><strong>良率问题：</strong>chiplet封装良率在60%左右，处于较低水平</li>
|
||
<li><strong>技术路线风险：</strong>多条技术路线并存，可能导致资源分散</li>
|
||
<li><strong>技术迭代风险：</strong>国际巨头技术迭代速度快，国产芯片可能面临"刚推出就已落后"的风险</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="col-md-6 mb-4">
|
||
<div class="card h-100">
|
||
<div class="card-header bg-warning text-dark">
|
||
<i class="bi bi-currency-dollar me-2"></i>商业化风险
|
||
</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>成本风险：</strong>一张14纳米芯片与chiplet封装成本相差十倍以上</li>
|
||
<li><strong>市场接受度风险：</strong>下游客户对国产芯片的信任度和接受度仍需时间培养</li>
|
||
<li><strong>应用场景风险：</strong>国产芯片在高端应用场景的验证和应用仍需时间</li>
|
||
<li><strong>规模化生产挑战：</strong>从零到有建设一条chiplet生产线，约需3亿人民币设备投入</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card">
|
||
<div class="card-header bg-info text-white">
|
||
<i class="bi bi-shield-exclamation me-2"></i>政策与竞争风险
|
||
</div>
|
||
<div class="card-body">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<ul>
|
||
<li><strong>政策变动风险：</strong>虽然目前国家对芯片产业支持力度大，但政策方向和力度可能发生变化</li>
|
||
<li><strong>国际贸易环境：</strong>美国《芯片法案》对中国芯片产业的进一步限制措施</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<ul>
|
||
<li><strong>行业竞争加剧：</strong>国内芯片企业数量众多，专家认为行业预计会洗牌，品牌过多</li>
|
||
<li><strong>供应链风险：</strong>芯片产业链长且复杂，任一环节受制于人都可能影响整体发展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Insights -->
|
||
<section class="mb-5">
|
||
<h2 class="section-title">投资启示</h2>
|
||
|
||
<div class="card mb-4">
|
||
<div class="card-body">
|
||
<h5 class="card-title"><i class="bi bi-star-fill text-warning me-2"></i>最具投资价值的细分环节</h5>
|
||
<div class="row mt-3">
|
||
<div class="col-md-6">
|
||
<div class="d-flex align-items-start mb-3">
|
||
<div class="bg-primary text-white rounded-circle d-flex align-items-center justify-content-center me-3" style="width: 40px; height: 40px; flex-shrink: 0;">
|
||
<i class="bi bi-gpu-card"></i>
|
||
</div>
|
||
<div>
|
||
<h6 class="mb-1">GPU/AI芯片</h6>
|
||
<p class="small text-muted mb-0">受益于AI算力需求爆发式增长，国产替代空间大。重点关注技术领先、生态建设较好的企业。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="d-flex align-items-start mb-3">
|
||
<div class="bg-success text-white rounded-circle d-flex align-items-center justify-content-center me-3" style="width: 40px; height: 40px; flex-shrink: 0;">
|
||
<i class="bi bi-car-front"></i>
|
||
</div>
|
||
<div>
|
||
<h6 class="mb-1">车规级芯片</h6>
|
||
<p class="small text-muted mb-0">随着智能汽车快速发展，车规级芯片需求增长明确。首款国产原生适配大模型车规级大算力芯片已发布。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="col-md-6">
|
||
<div class="d-flex align-items-start mb-3">
|
||
<div class="bg-danger text-white rounded-circle d-flex align-items-center justify-content-center me-3" style="width: 40px; height: 40px; flex-shrink: 0;">
|
||
<i class="bi bi-memory"></i>
|
||
</div>
|
||
<div>
|
||
<h6 class="mb-1">专用芯片</h6>
|
||
<p class="small text-muted mb-0">如道氏技术参股的芯培森，在特定领域有显著性能优势，竞争格局可能更为清晰。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="d-flex align-items-start">
|
||
<div class="bg-warning text-white rounded-circle d-flex align-items-center justify-content-center me-3" style="width: 40px; height: 40px; flex-shrink: 0;">
|
||
<i class="bi bi-hdd"></i>
|
||
</div>
|
||
<div>
|
||
<h6 class="mb-1">存储芯片</h6>
|
||
<p class="small text-muted mb-0">长鑫科技、长江存储等在DRAM和NAND领域的突破，对国家信息安全具有重要意义。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5 class="card-title"><i class="bi bi-graph-up-arrow text-success me-2"></i>重点跟踪指标</h5>
|
||
<div class="row mt-3">
|
||
<div class="col-md-4 mb-3">
|
||
<h6><i class="bi bi-speedometer2 text-primary me-2"></i>技术指标</h6>
|
||
<ul class="small">
|
||
<li>芯片性能参数（算力、能效比、互联带宽）</li>
|
||
<li>制程工艺进展</li>
|
||
<li>良率提升情况</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<h6><i class="bi bi-cart3 text-success me-2"></i>商业化指标</h6>
|
||
<ul class="small">
|
||
<li>产品出货量和增长趋势</li>
|
||
<li>市场份额提升情况</li>
|
||
<li>客户拓展（特别是国际大厂）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<h6><i class="bi bi-puzzle text-danger me-2"></i>生态指标</h6>
|
||
<ul class="small">
|
||
<li>软件适配情况</li>
|
||
<li>开发者社区规模</li>
|
||
<li>产业链合作进展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section id="stocks" class="mb-5">
|
||
<h2 class="section-title">国产芯片参股公司股票数据</h2>
|
||
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<div class="table-responsive">
|
||
<table class="table table-hover stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>参股项目</th>
|
||
<th>产业链</th>
|
||
<th>参股原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>和而泰</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为1.0262%（直接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科蓝讯</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.5%（通过子公司博时三号间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>招商证券</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.366%（通过子公司博时三号间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>ST华通</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.3581%（通过子公司参股盛芯启程基金间接参股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>联美控股</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.351%（通过子公司拉萨联虹间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>盈趣科技</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.351%（直接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宏达</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.3076%（通过嘉兴兴锐实元创业基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>农业银行</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.2597%（通过千帆企航基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>*ST金科</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.1682%（通过和谐健康间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>厦门国贸</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.1564%（通过厦门国贸股权投资基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>大众公用</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.153%（通过深创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华辰装备</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.099%（通过德宁创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深圳能源</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.071%（通过深创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>粤电力A</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.052%（通过深创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>七匹狼</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司控股股东持有摩尔线程股份比例为0.05%（非公司持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广安爱众</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.015%（通过中保信云算基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中红医疗</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.027%（通过厦门国贸股权投资基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万和电气</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.024%（通过前海股权基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>初灵信息</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.029%（通过中移数字基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上海建工</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.023%（通过华控成长基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广深铁路</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.02%（通过深创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新华保险</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.016%（通过前海股权基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中兴通讯</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有摩尔线程股份比例为0.003%（通过深创投间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>圣元环保</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司为中原前海基金合伙人，认缴3亿元，后者持有摩尔线程股份比例为0.1999%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞丰新材</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>摩尔线程</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司为中原前海基金合伙人，后者持有摩尔线程股份比例为0.1999%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>七匹狼</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司控股股东持有沐曦集成股份比例为0.39%（非公司持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中山公用</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.335%（通过旗下新能源基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中信证券</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.24%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科蓝讯</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.24%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>淳中科技</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.24%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>友发集团</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.088%（通过砺思星沐基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万通发展</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.036%（通过南京京润间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>艾可蓝</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.007%（通过珠格金基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>圣元环保</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司通过收购中原前海基金份额3亿元，间接参与了沐曦集成的投资</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞丰新材</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.003%（通过中原前海基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国脉文化</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.0027%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南方传媒</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.0013%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>当虹科技</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.0013%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>市北高新</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.0013%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>东方明珠</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有沐曦集成股份比例为0.0007%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>九安医疗</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司通过科创母基金间接投资沐曦集成，对其持股占比很小</td>
|
||
</tr>
|
||
<tr>
|
||
<td>数字政通</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>沐曦集成</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司通过私募股权基金投资了沐曦半导体</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上海临港</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例为0.94%（通过青岛华芯锚点基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>香农芯创</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例为0.52%（通过子公司聚隆景润）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>三一重工</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例为0.49%（通过青岛华芯锚点基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光环新网</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例为0.08%（通过青岛华芯锚点基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万和电气</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例为0.01%（通过松禾创投基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新华保险</td>
|
||
<td><span class="industry-chip industry-gpu">芯片</span></td>
|
||
<td>壁仞科技</td>
|
||
<td><span class="industry-chip industry-gpu">GPU</span></td>
|
||
<td>公司持有壁仞科技股份比例极低（通过松禾创投基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>腾讯</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>燧原科技</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有燧原科技股份比例为19.95%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科蓝讯</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>燧原科技</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有燧原科技股份比例为0.23%（通过蔚蓝深创投基金）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>高伟达</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>燧原科技</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有燧原科技股份比例为0.01%（通过国方金浦智算）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新致软件</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>燧原科技</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有燧原科技股份比例极低（通过国方金浦智算）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>百度</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例为59.45%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>比亚迪</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例为0.27%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>初灵信息</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例为0.027%（通过中移数字基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中新集团</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例为0.011%（通过苏州元禾璞华智芯基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北京君正</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例极低（通过苏州元禾璞华智芯基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>步长制药</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>昆仑芯</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司持有昆仑芯股权比例极低（通过苏州元禾璞华智芯基金间接持股）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫光展锐</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>紫光展锐</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司与紫光展锐均为紫光集团旗下公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫光股份</td>
|
||
<td><span class="industry-chip industry-aichip">芯片</span></td>
|
||
<td>紫光展锐</td>
|
||
<td><span class="industry-chip industry-aichip">AI芯片</span></td>
|
||
<td>公司与紫光展锐同为紫光集团旗下子公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆易创新</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.95%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>美的集团</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.76%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上峰水泥</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.17%（通过上海君璞璞基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>朗迪集团</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.07%（通过宁波波创德鑫基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>正帆科技</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.02%（通过上海君璞璞基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上海建工</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.015%（通过芜湖星原基石基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>上海电气</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长鑫科技股份比例为0.01%（通过东方资产管理间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中山公用</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>旗下新能源产业基金投资项目包括长鑫存储</td>
|
||
</tr>
|
||
<tr>
|
||
<td>圣元环保</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>持有长鑫科技股份比例极低（通过焦作前海舟半导体基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞丰新材</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长鑫科技</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>持有长鑫科技股份比例极低（通过焦作前海舟半导体基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>养元饮品</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.98%（通过芜湖闻名泉泓基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国脉文化</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.008%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南方传媒</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>当虹科技</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>市北高新</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
<tr>
|
||
<td>东方明珠</td>
|
||
<td><span class="industry-chip industry-storage">芯片</span></td>
|
||
<td>长江存储</td>
|
||
<td><span class="industry-chip industry-storage">存储芯片</span></td>
|
||
<td>公司持有长江存储股权比例为0.002%（通过央视融媒产投基金间接持有）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
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</section>
|
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|
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|
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<div class="col-md-6">
|
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<h5>国产芯片参股公司概念分析</h5>
|
||
<p class="text-muted">本页面基于公开信息整理，仅供参考，不构成投资建议。</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="text-muted">数据更新时间：2025年</p>
|
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|
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<a href="#overview" class="text-decoration-none me-3">概述</a>
|
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<a href="#timeline" class="text-decoration-none me-3">事件时间轴</a>
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<a href="#analysis" class="text-decoration-none me-3">分析</a>
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