886 lines
44 KiB
HTML
886 lines
44 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>阿里AI芯片概念分析</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: #1e40af;
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--secondary-color: #3b82f6;
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--accent-color: #60a5fa;
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--light-bg: #f0f9ff;
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--card-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
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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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background-color: #f8fafc;
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color: #334155;
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color) 0%, var(--secondary-color) 100%);
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color: white;
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padding: 3rem 0;
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margin-bottom: 2rem;
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}
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.card {
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border: none;
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border-radius: 0.75rem;
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box-shadow: var(--card-shadow);
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margin-bottom: 1.5rem;
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.card-header {
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background-color: var(--light-bg);
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border-bottom: 2px solid var(--accent-color);
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font-weight: 600;
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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: 2rem;
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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: 0;
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top: 0;
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height: 100%;
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width: 3px;
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background: var(--accent-color);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 1.5rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -2.25rem;
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top: 0.5rem;
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width: 1.5rem;
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height: 1.5rem;
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border-radius: 50%;
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background: white;
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border: 3px solid var(--secondary-color);
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}
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.table {
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font-size: 0.9rem;
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}
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.table thead th {
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background-color: var(--primary-color);
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color: white;
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border: none;
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position: sticky;
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top: 0;
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}
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.table tbody tr:hover {
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background-color: rgba(96, 165, 250, 0.1);
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}
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.badge-category {
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font-size: 0.75rem;
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padding: 0.35rem 0.65rem;
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border-radius: 0.375rem;
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}
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.industry-chain {
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display: flex;
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justify-content: space-between;
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margin: 2rem 0;
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position: relative;
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}
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.industry-chain::after {
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content: '';
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position: absolute;
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top: 50%;
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left: 10%;
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right: 10%;
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height: 3px;
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background: var(--accent-color);
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z-index: 0;
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}
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.chain-node {
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width: 120px;
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height: 120px;
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border-radius: 50%;
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background: white;
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border: 3px solid var(--secondary-color);
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display: flex;
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flex-direction: column;
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align-items: center;
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justify-content: center;
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z-index: 1;
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box-shadow: var(--card-shadow);
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transition: transform 0.3s ease;
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}
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.chain-node:hover {
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transform: scale(1.05);
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}
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.chain-icon {
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font-size: 2rem;
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color: var(--secondary-color);
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margin-bottom: 0.25rem;
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}
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.key-metric {
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text-align: center;
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padding: 1.5rem;
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border-radius: 0.75rem;
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background: white;
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box-shadow: var(--card-shadow);
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margin-bottom: 1rem;
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transition: transform 0.3s ease;
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}
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.key-metric:hover {
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transform: translateY(-5px);
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}
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.metric-value {
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font-size: 2rem;
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font-weight: 700;
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color: var(--primary-color);
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}
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.metric-label {
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font-size: 0.9rem;
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color: #64748b;
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}
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.nav-tabs .nav-link {
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color: var(--primary-color);
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font-weight: 500;
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}
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.nav-tabs .nav-link.active {
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background-color: var(--primary-color);
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color: white;
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border-color: var(--primary-color);
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}
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@media (max-width: 768px) {
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.industry-chain {
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flex-direction: column;
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align-items: center;
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}
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.industry-chain::after {
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display: none;
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}
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.chain-node {
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margin-bottom: 1.5rem;
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}
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.hero-section {
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padding: 2rem 0;
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}
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.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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<!-- Hero Section -->
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<section class="hero-section">
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<div class="container">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-5 fw-bold mb-3">阿里AI芯片概念分析</h1>
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<p class="lead">探索阿里巴巴在AI芯片领域的战略布局与产业链影响</p>
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</div>
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<div class="col-lg-4 text-center">
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<i class="bi bi-cpu" style="font-size: 5rem;"></i>
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</div>
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</div>
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</div>
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</section>
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<!-- Main Content -->
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<div class="container">
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<!-- Executive Summary -->
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<div class="card">
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<div class="card-header">
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<h3 class="mb-0"><i class="bi bi-lightbulb-fill me-2"></i>核心观点摘要</h3>
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</div>
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<div class="card-body">
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<p class="lead">阿里AI芯片概念正处于从技术储备向商业化过渡的关键阶段，核心驱动力来自美国芯片禁令下的国产替代需求以及阿里自身AI业务爆发带来的算力需求激增。</p>
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<div class="row mt-4">
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<div class="col-md-4">
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<div class="key-metric">
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<div class="metric-value">3800亿</div>
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<div class="metric-label">三年资本开支规划</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="key-metric">
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<div class="metric-value">386亿</div>
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<div class="metric-label">2026财年Q1资本支出</div>
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</div>
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</div>
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<div class="col-md-4">
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<div class="key-metric">
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<div class="metric-value">12万亿</div>
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<div class="metric-label">阿里集团token消耗量</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Key Events Timeline -->
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<div class="card">
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<div class="card-header">
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<h3 class="mb-0"><i class="bi bi-clock-history me-2"></i>关键事件时间轴</h3>
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</div>
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<div class="card-body">
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<div class="timeline">
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<div class="timeline-item">
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<h5>2022年9月</h5>
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<p>英伟达芯片被禁售，阿里面临高端芯片获取困难，加速自研芯片进程</p>
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</div>
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<div class="timeline-item">
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<h5>2023年6月</h5>
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<p>阿里拥有300多万台服务器，约40%算力处于闲置状态，为AI发展提供基础</p>
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</div>
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<div class="timeline-item">
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<h5>2024年上半年</h5>
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<p>利扬芯片开始为平头哥自研AI芯片提供测试方案</p>
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</div>
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<div class="timeline-item">
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<h5>2025年2月</h5>
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<p>阿里云旗舰模型"Qwen2.5-Max"成为第二家可比肩OpenAI的中国大语言模型；苹果宣布与阿里巴巴合作开发iPhone AI功能</p>
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</div>
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<div class="timeline-item">
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<h5>2025年8月31日</h5>
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<p>阿里未来三年60%AI相关资本开支将用于算力升级；平头哥自主研发的PPU芯片已实现规划化部署</p>
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</div>
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<div class="timeline-item">
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<h5>2025年9月1日</h5>
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<p>阿里2026财年第一季度资本支出为386亿元，远高于市场预期，三年资本开支规划从3600亿调整为3800亿</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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<!-- Industry Chain -->
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<div class="card">
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<div class="card-header">
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<h3 class="mb-0"><i class="bi bi-diagram-3 me-2"></i>产业链图谱</h3>
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</div>
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<div class="card-body">
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<div class="industry-chain">
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<div class="chain-node">
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<i class="bi bi-pencil-square chain-icon"></i>
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<div>上游<br>芯片设计与IP核</div>
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</div>
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<div class="chain-node">
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<i class="bi bi-gear chain-icon"></i>
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<div>中游<br>芯片制造与封测</div>
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</div>
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<div class="chain-node">
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<i class="bi bi-cloud chain-icon"></i>
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<div>下游<br>应用与配套</div>
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</div>
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</div>
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<ul class="nav nav-tabs mt-4" id="chainTab" role="tablist">
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<li class="nav-item" role="presentation">
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<button class="nav-link active" id="upstream-tab" data-bs-toggle="tab" data-bs-target="#upstream" type="button" role="tab">上游环节</button>
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</li>
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<li class="nav-item" role="presentation">
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<button class="nav-link" id="midstream-tab" data-bs-toggle="tab" data-bs-target="#midstream" type="button" role="tab">中游环节</button>
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</li>
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<li class="nav-item" role="presentation">
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<button class="nav-link" id="downstream-tab" data-bs-toggle="tab" data-bs-target="#downstream" type="button" role="tab">下游环节</button>
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</li>
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</ul>
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<div class="tab-content mt-3" id="chainTabContent">
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<div class="tab-pane fade show active" id="upstream" role="tabpanel">
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<div class="row">
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<div class="col-md-6">
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<h5>芯片设计服务</h5>
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<p>芯原股份为阿里巴巴提供芯片设计服务</p>
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</div>
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<div class="col-md-6">
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<h5>IP核与架构</h5>
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<p>平头哥（阿里旗下）提供RISC-V架构的玄铁CPU</p>
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</div>
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<div class="col-md-6">
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<h5>EDA工具</h5>
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<p>华大九天作为中国RISC-V产业联盟理事单位</p>
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</div>
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<div class="col-md-6">
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<h5>技术授权</h5>
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<p>南芯科技获得平头哥技术授权</p>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="midstream" role="tabpanel">
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<div class="row">
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<div class="col-md-6">
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<h5>晶圆代工</h5>
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<p>中芯国际、华虹公司、晶合集成等国内代工厂商</p>
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</div>
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<div class="col-md-6">
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<h5>芯片测试</h5>
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<p>利扬芯片作为平头哥重要合作伙伴提供测试方案</p>
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</div>
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<div class="col-md-6">
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<h5>封装</h5>
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<p>台积电要求大陆16nm以下客户转单白名单封装厂</p>
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</div>
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<div class="col-md-6">
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<h5>工艺挑战</h5>
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<p>国内N+1工艺相比台积电N5节点存在差距</p>
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</div>
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</div>
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</div>
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<div class="tab-pane fade" id="downstream" role="tabpanel">
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<div class="row">
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<div class="col-md-6">
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<h5>服务器</h5>
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<p>浪潮信息作为阿里第一大服务器供应商</p>
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</div>
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<div class="col-md-6">
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<h5>散热解决方案</h5>
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<p>功耗提升带动电源和液冷散热需求增长</p>
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</div>
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<div class="col-md-6">
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<h5>应用场景</h5>
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<p>阿里云、与苹果合作开发iPhone AI功能</p>
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</div>
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<div class="col-md-6">
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<h5>生态合作</h5>
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<p>海尔智家、经纬恒润、比亚迪等企业合作</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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</div>
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<!-- Stock Data Table -->
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<div class="card">
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<div class="card-header">
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<h3 class="mb-0"><i class="bi bi-table me-2"></i>相关股票数据</h3>
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</div>
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<div class="card-body p-0">
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<div class="table-responsive">
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<table class="table table-hover mb-0">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>分类</th>
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<th>细分子项</th>
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<th>相关性</th>
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<th>信息来源</th>
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<th>关联原因</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>中国移动</td>
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<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
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<td>无剑联盟</td>
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<td>中国移动是中国电信 海尔智家 国电南瑞 经纬恒润</td>
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<td>公开资料</td>
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<td>中国移动参与阿里RISC-V无剑联盟，与多家公司形成合作关系</td>
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</tr>
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<tr>
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<td>中国电信</td>
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<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
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<td>无剑联盟</td>
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<td>中国移动 中国电信 海尔智家 国电南瑞 经纬恒润</td>
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<td>公开资料</td>
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<td>中国电信参与阿里RISC-V无剑联盟，与多家公司形成合作关系</td>
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</tr>
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<tr>
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<td>海尔智家</td>
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<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
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<td>无剑联盟</td>
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<td>中国移动 中国电信 海尔智家 国电南瑞 经纬恒润</td>
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<td>公开资料</td>
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<td>海尔智家参与阿里RISC-V无剑联盟，与多家公司形成合作关系</td>
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</tr>
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<tr>
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<td>国电南瑞</td>
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<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
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<td>无剑联盟</td>
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<td>中国移动 中国电信 海尔智家 国电南瑞 经纬恒润</td>
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<td>公开资料</td>
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<td>国电南瑞参与阿里RISC-V无剑联盟，与多家公司形成合作关系</td>
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</tr>
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<tr>
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<td>经纬恒润</td>
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<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
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<td>无剑联盟</td>
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<td>中国移动 中国电信 海尔智家 国电南瑞 经纬恒润</td>
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<td>公开资料</td>
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<td>经纬恒润参与阿里RISC-V无剑联盟，与多家公司形成合作关系</td>
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</tr>
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||
<tr>
|
||
<td>润和软件</td>
|
||
<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
|
||
<td>玄铁优选</td>
|
||
<td>2024玄铁RISC-V生态大会上，公司荣获达摩院颁发的"玄铁优选伙伴"奖</td>
|
||
<td>年报</td>
|
||
<td>润和软件在2024玄铁RISC-V生态大会上获得玄铁优选伙伴奖项</td>
|
||
</tr>
|
||
<tr>
|
||
<td>全志科技</td>
|
||
<td><span class="badge bg-primary badge-category">阿里RISC-V</span></td>
|
||
<td>玄铁优选</td>
|
||
<td>公司是玄铁优选合作伙伴</td>
|
||
<td>互动</td>
|
||
<td>全志科技与玄铁RISC-V形成合作关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四川长虹</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>副理事长单位</td>
|
||
<td>四川长虹 中芯国际 紫光股份</td>
|
||
<td>公开资料</td>
|
||
<td>四川长虹担任中国RISC-V产业联盟副理事长单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中芯国际</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>副理事长单位</td>
|
||
<td>四川长虹 中芯国际 紫光股份</td>
|
||
<td>公开资料</td>
|
||
<td>中芯国际担任中国RISC-V产业联盟副理事长单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫光股份</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>副理事长单位</td>
|
||
<td>四川长虹 中芯国际 紫光股份</td>
|
||
<td>公开资料</td>
|
||
<td>紫光股份担任中国RISC-V产业联盟副理事长单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科创达</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>常务理事单位</td>
|
||
<td>中科创达 潍柴动力</td>
|
||
<td>公开资料</td>
|
||
<td>中科创达担任中国RISC-V产业联盟常务理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>潍柴动力</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>常务理事单位</td>
|
||
<td>中科创达 潍柴动力</td>
|
||
<td>公开资料</td>
|
||
<td>潍柴动力担任中国RISC-V产业联盟常务理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>浪潮信息</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>浪潮信息是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>国芯科技</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>国芯科技是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>全志科技</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>全志科技是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中电鑫龙</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>中电鑫龙是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆易创新</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>兆易创新是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中科星图</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>中科星图是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中微半导</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>中微半导是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫光国微</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>单位成员</td>
|
||
<td>浪潮信息 国芯科技 全志科技 中电鑫龙 兆易创新 中科星图 中微半导 紫光国微</td>
|
||
<td>公开资料</td>
|
||
<td>紫光国微是中国RISC-V产业联盟单位成员</td>
|
||
</tr>
|
||
<tr>
|
||
<td>芯原股份</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事长单位</td>
|
||
<td>芯原股份</td>
|
||
<td>公开资料</td>
|
||
<td>芯原股份担任中国RISC-V产业联盟理事长单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北京君正</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>副理事长单位</td>
|
||
<td>北京君正</td>
|
||
<td>公开资料</td>
|
||
<td>北京君正担任中国RISC-V产业联盟副理事长单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>翱捷科技</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>翱捷科技是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华大九天</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>华大九天是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>晶晨股份</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>晶晨股份是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>乐鑫科技</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>乐鑫科技是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>安路科技</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>安路科技是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>复旦微电</td>
|
||
<td><span class="badge bg-secondary badge-category">中国RISC-V产业联盟</span></td>
|
||
<td>理事单位</td>
|
||
<td>翱捷科技 华大九天 晶晨股份 乐鑫科技 安路科技 复旦微电</td>
|
||
<td>公开资料</td>
|
||
<td>复旦微电是中国RISC-V产业联盟理事单位</td>
|
||
</tr>
|
||
<tr>
|
||
<td>旋极信息</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>旋极信息</td>
|
||
<td>2019年子公司旋极星源战略合作平头哥；项目未能按预期进一步深化</td>
|
||
<td>互动</td>
|
||
<td>旋极信息子公司与阿里平头哥战略合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td>润和软件</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>润和软件</td>
|
||
<td>公司HiHope芯片全栈解决方案平台合作伙伴包括华为阿里平头哥</td>
|
||
<td>年报</td>
|
||
<td>润和软件与阿里平头哥在芯片解决方案领域合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td>全志科技</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>全志科技</td>
|
||
<td>公司已基于平头哥RISC-V内核开发了多款芯片产品并在多个下游应用场景实现量产</td>
|
||
<td>调研</td>
|
||
<td>全志科技基于阿里平头哥RISC-V内核开发芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td>利扬芯片</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>利扬芯片</td>
|
||
<td>公司系平头哥供应商</td>
|
||
<td>互动</td>
|
||
<td>利扬芯片为阿里平头哥提供芯片代工服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>云天励飞</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>云天励飞</td>
|
||
<td>公司AI芯片业务与平头哥建立了合作关系</td>
|
||
<td>招股书</td>
|
||
<td>云天励飞与阿里平头哥在AI芯片领域合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td>纳思达</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>纳思达</td>
|
||
<td>公司深度合作平头哥，基于玄铁CPU设计的芯片重点应用方向在奔图激光打印机主控SoC芯片</td>
|
||
<td>互动</td>
|
||
<td>纳思达与阿里平头哥合作开发打印机主控芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南芯科技</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>南芯科技</td>
|
||
<td>平头哥技术授权</td>
|
||
<td>招股书</td>
|
||
<td>南芯科技获得阿里平头哥技术授权</td>
|
||
</tr>
|
||
<tr>
|
||
<td>香农芯创</td>
|
||
<td><span class="badge bg-success badge-category">阿里平头哥</span></td>
|
||
<td>香农芯创</td>
|
||
<td>全资子公司联合创泰2019年至2021年第一大客户为阿里巴巴（含平头哥）</td>
|
||
<td>公告</td>
|
||
<td>香农芯创子公司客户包含阿里平头哥</td>
|
||
</tr>
|
||
<tr>
|
||
<td>芯原股份</td>
|
||
<td><span class="badge bg-info badge-category">芯片设计服务</span></td>
|
||
<td>芯原股份</td>
|
||
<td>服务的公司包括阿里巴巴</td>
|
||
<td>半年报</td>
|
||
<td>芯原股份为阿里巴巴提供芯片设计服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中芯国际</td>
|
||
<td><span class="badge bg-warning badge-category">潜在芯片代工</span></td>
|
||
<td>中芯国际</td>
|
||
<td>国内晶圆代工龙头企业</td>
|
||
<td>研报</td>
|
||
<td>中芯国际是国内晶圆代工龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华虹公司</td>
|
||
<td><span class="badge bg-warning badge-category">潜在芯片代工</span></td>
|
||
<td>华虹公司</td>
|
||
<td>国内特色工艺晶圆代工龙头</td>
|
||
<td>研报</td>
|
||
<td>华虹公司是国内特色工艺晶圆代工龙头企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td>晶合集成</td>
|
||
<td><span class="badge bg-warning badge-category">潜在芯片代工</span></td>
|
||
<td>晶合集成</td>
|
||
<td>TrendForce数据，2024Q4晶合集成在全球晶圆代工业者营收排名中位居第九位，在中国大陆企业中排名第三</td>
|
||
<td>研报</td>
|
||
<td>晶合集成是全球晶圆代工第九大企业，国内第三大企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Insights -->
|
||
<div class="card">
|
||
<div class="card-header">
|
||
<h3 class="mb-0"><i class="bi bi-graph-up me-2"></i>投资启示</h3>
|
||
</div>
|
||
<div class="card-body">
|
||
<h4>最具投资价值的细分环节</h4>
|
||
<div class="row mt-3">
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-microchip" style="font-size: 3rem; color: var(--secondary-color);"></i>
|
||
<h5 class="mt-3">芯片测试环节</h5>
|
||
<p>利扬芯片作为平头哥重要合作伙伴，卡位优势显著，测试需求有望达小十亿量级，估值仅25xPE，具有较好安全边际</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-server" style="font-size: 3rem; color: var(--secondary-color);"></i>
|
||
<h5 class="mt-3">服务器环节</h5>
|
||
<p>浪潮信息作为阿里第一大服务器供应商，直接受益于阿里资本开支大幅上调，收入确定性高，合作关系稳固</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-thermometer-half" style="font-size: 3rem; color: var(--secondary-color);"></i>
|
||
<h5 class="mt-3">散热解决方案环节</h5>
|
||
<p>国内工艺差距导致芯片功耗大幅提升，将带动电源和液冷散热需求增长，增量可能超过整体增速</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h4 class="mt-5">关键跟踪指标</h4>
|
||
<div class="row mt-3">
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5><i class="bi bi-cpu me-2"></i>平头哥自研芯片量产进度</h5>
|
||
<ul>
|
||
<li>新一代AI芯片发布时间与量产时间</li>
|
||
<li>实际性能参数（与英伟达H100对比）</li>
|
||
<li>在阿里云内部的部署规模</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5><i class="bi bi-currency-dollar me-2"></i>阿里资本开支结构</h5>
|
||
<ul>
|
||
<li>资本开支中用于自研芯片的比例</li>
|
||
<li>用于海外算力采购的比例</li>
|
||
<li>用于国内其他芯片厂商采购的比例</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5><i class="bi bi-people me-2"></i>合作伙伴订单情况</h5>
|
||
<ul>
|
||
<li>来自平头哥的订单金额</li>
|
||
<li>订单增长速度</li>
|
||
<li>相关业务对公司利润的贡献</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h5><i class="bi bi-apple me-2"></i>与苹果AI合作进展</h5>
|
||
<ul>
|
||
<li>iPhone AI功能上线时间</li>
|
||
<li>用户反馈与市场表现</li>
|
||
<li>后续合作扩展情况</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-dark text-white py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5>阿里AI芯片概念分析</h5>
|
||
<p>探索阿里巴巴在AI芯片领域的战略布局与产业链影响</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开资料、研报、公司公告</p>
|
||
<p class="mb-0">更新时间：2025年9月</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<script>
|
||
// 添加表格排序功能
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const table = document.querySelector('table');
|
||
const headers = table.querySelectorAll('thead th');
|
||
|
||
headers.forEach((header, index) => {
|
||
if (index > 0) { // 跳过第一列（股票名称）
|
||
header.style.cursor = 'pointer';
|
||
header.addEventListener('click', () => {
|
||
sortTable(index);
|
||
});
|
||
}
|
||
});
|
||
|
||
function sortTable(columnIndex) {
|
||
const tbody = table.querySelector('tbody');
|
||
const rows = Array.from(tbody.querySelectorAll('tr'));
|
||
|
||
// 确定排序方向（升序或降序）
|
||
const isAscending = header.getAttribute('data-sort') !== 'asc';
|
||
header.setAttribute('data-sort', isAscending ? 'asc' : 'desc');
|
||
|
||
// 排序行
|
||
rows.sort((a, b) => {
|
||
const aValue = a.cells[columnIndex].textContent.trim();
|
||
const bValue = b.cells[columnIndex].textContent.trim();
|
||
|
||
if (isAscending) {
|
||
return aValue.localeCompare(bValue, 'zh-CN');
|
||
} else {
|
||
return bValue.localeCompare(aValue, 'zh-CN');
|
||
}
|
||
});
|
||
|
||
// 重新排列行
|
||
rows.forEach(row => tbody.appendChild(row));
|
||
}
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|