463 lines
30 KiB
HTML
463 lines
30 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度行业研究：电池备份单元 (BBU)</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||
body {
|
||
font-family: 'Inter', 'Helvetica Neue', 'Arial', sans-serif;
|
||
background-color: #02040a;
|
||
color: #e5e7eb;
|
||
overflow-x: hidden;
|
||
}
|
||
.glass-card {
|
||
background: rgba(15, 23, 42, 0.4);
|
||
backdrop-filter: blur(24px) saturate(150%);
|
||
-webkit-backdrop-filter: blur(24px) saturate(150%);
|
||
border: 1px solid rgba(255, 255, 255, 0.08);
|
||
border-radius: 1.5rem; /* 24px */
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
|
||
gap: 1.5rem;
|
||
}
|
||
.glow-effect {
|
||
position: absolute;
|
||
pointer-events: none;
|
||
z-index: -1;
|
||
border-radius: 9999px;
|
||
filter: blur(100px);
|
||
opacity: 0.2;
|
||
}
|
||
.glow-blue {
|
||
background-color: #3b82f6;
|
||
}
|
||
.glow-purple {
|
||
background-color: #8b5cf6;
|
||
}
|
||
.glow-cyan {
|
||
background-color: #22d3ee;
|
||
}
|
||
.section-header {
|
||
font-size: 2.25rem; /* text-4xl */
|
||
font-weight: 800;
|
||
letter-spacing: -0.025em;
|
||
background: linear-gradient(120deg, #ffffff, #9ca3af);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
.sub-header {
|
||
font-size: 1.5rem; /* text-2xl */
|
||
font-weight: 700;
|
||
color: #f9fafb;
|
||
border-left: 4px solid #3b82f6;
|
||
padding-left: 1rem;
|
||
}
|
||
.table-custom th, .table-custom td {
|
||
background-color: transparent !important;
|
||
}
|
||
.table-custom tr:not(:last-child) {
|
||
border-bottom: 1px solid rgba(255, 255, 255, 0.1);
|
||
}
|
||
::-webkit-scrollbar {
|
||
width: 8px;
|
||
}
|
||
::-webkit-scrollbar-track {
|
||
background: rgba(255, 255, 255, 0.05);
|
||
}
|
||
::-webkit-scrollbar-thumb {
|
||
background: rgba(59, 130, 246, 0.5);
|
||
border-radius: 4px;
|
||
}
|
||
::-webkit-scrollbar-thumb:hover {
|
||
background: rgba(59, 130, 246, 0.8);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen relative overflow-y-scroll">
|
||
<div class="glow-effect glow-blue" style="top: -10%; left: -15%; width: 50vw; height: 50vw;"></div>
|
||
<div class="glow-effect glow-purple" style="bottom: -15%; right: -20%; width: 60vw; height: 60vw;"></div>
|
||
|
||
<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-16 sm:py-24 space-y-16">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center space-y-4">
|
||
<h1 class="text-4xl md:text-6xl font-extrabold tracking-tighter" style="background: linear-gradient(120deg, #ffffff, #60a5fa); -webkit-background-clip: text; -webkit-text-fill-color: transparent;">
|
||
深度行业研究：电池备份单元 (BBU)
|
||
</h1>
|
||
<p class="text-lg text-gray-400 max-w-3xl mx-auto">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Main Insight Section -->
|
||
<main class="space-y-12">
|
||
|
||
<!-- Insight Core View -->
|
||
<section class="glass-card p-8 md:p-12 relative">
|
||
<div class="glow-effect glow-cyan" style="top: 50%; left: 50%; transform: translate(-50%, -50%); width: 80%; height: 80%; opacity: 0.1;"></div>
|
||
<h2 class="sub-header mb-6">核心观点摘要</h2>
|
||
<blockquote class="border-l-4 border-blue-500 pl-6 text-lg md:text-xl text-gray-200 leading-relaxed">
|
||
电池备份单元（BBU）正从一个数据中心的可选“保险”配件，演变为AI时代高算力机柜的“标准心脏起搏器”。其核心驱动力源于AI服务器机柜功率密度的爆炸性增长，而英伟达GB300平台将其列为标配是引爆需求的直接催化剂。当前概念正处于从主题预期向产业订单兑现过渡的关键阶段，未来潜力巨大，但技术路径和供应链格局尚存不确定性。
|
||
</blockquote>
|
||
</section>
|
||
|
||
<!-- Concept Event & Logic -->
|
||
<section class="space-y-12">
|
||
<div class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-6">概念事件与核心逻辑</h2>
|
||
<div class="prose prose-invert max-w-none text-gray-300 space-y-6">
|
||
<p>电池备份单元（BBU）作为AI数据中心（AIDC）供电系统中的关键增量部件，其市场关注度被一系列紧密关联的事件迅速点燃。</p>
|
||
|
||
<div class="bg-slate-900/50 p-6 rounded-2xl border border-white/10">
|
||
<h4 class="font-semibold text-white mb-3">核心催化事件轴：</h4>
|
||
<ul class="space-y-2 list-disc list-inside">
|
||
<li><strong>2024-12-25:</strong> 市场消息首次明确英伟达GB300将标配BBU，强调超级电容方案以满足瞬时功率需求。</li>
|
||
<li><strong>2025-01-09:</strong> 确认BBU从可选升级为标配，但技术路径指向锂离子电池，引发市场对技术路线的关注。</li>
|
||
<li><strong>2025-02-23 至 25:</strong> 多家券商密集解读，明确BBU在AIDC三层备电体系中的机柜级定位。</li>
|
||
<li><strong>2025-03-12 至 13:</strong> 核心供应商台达、麦格米特发布22kW BBU及超级电容产品，产业趋势得到验证。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<h4 class="font-semibold text-white pt-4">三大核心驱动力：</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-900/50 p-4 rounded-xl border border-white/10">
|
||
<strong class="text-blue-400">1. 物理需求的必然性:</strong> AI服务器机柜功率从10-15kW激增至120kW以上，机柜级、分钟级大功率备电成为刚需。
|
||
</div>
|
||
<div class="bg-slate-900/50 p-4 rounded-xl border border-white/10">
|
||
<strong class="text-blue-400">2. 行业标准的引领:</strong> 英伟达在GB300中将BBU设为标配，为全产业链下达明确生产指令，创造从0到1的增量市场。
|
||
</div>
|
||
<div class="bg-slate-900/50 p-4 rounded-xl border border-white/10">
|
||
<strong class="text-blue-400">3. 技术经济性成熟:</strong> 高倍率锂电池与超级电容技术成熟、成本下降，使得在机柜内规模化部署BBU成为可能。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Market Analysis & ECharts -->
|
||
<section class="grid grid-cols-1 lg:grid-cols-2 gap-8 items-start">
|
||
<div class="glass-card p-8 md:p-12 h-full">
|
||
<h2 class="sub-header mb-6">市场预期差分析</h2>
|
||
<ul class="space-y-4 text-gray-300">
|
||
<li class="p-4 rounded-lg bg-slate-900/50 border border-white/10">
|
||
<strong class="text-purple-400 block mb-1">1. 技术路径的预期差 (核心矛盾点):</strong> 市场在“超级电容”和“锂电池”两条路线上存在分歧。潜在真相可能是“BBU（锂电池）+超级电容”的混合模式，两者协同工作，这构成了最大的预期差。
|
||
</li>
|
||
<li class="p-4 rounded-lg bg-slate-900/50 border border-white/10">
|
||
<strong class="text-purple-400 block mb-1">2. “BBU概念股”的预期差:</strong> 市场存在将“5G通信BBU”与“AIDC服务器BBU”混淆的情况。后者是全新的高功率增量市场，技术要求与应用场景完全不同。
|
||
</li>
|
||
<li class="p-4 rounded-lg bg-slate-900/50 border border-white/10">
|
||
<strong class="text-purple-400 block mb-1">3. 价值链分配的预期差:</strong> 市场可能高估了模组厂商的议价能力。核心壁垒在于上游的高性能电芯/电容，以及下游与巨头深度绑定的电源整体解决方案商。
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-8 md:p-12 h-full">
|
||
<h2 class="sub-header mb-6">市场空间预测</h2>
|
||
<p class="text-gray-400 mb-4">受益于AI数据中心建设浪潮，BBU核心电芯需求预计将迎来爆发式增长。渗透率有望从传统数据中心的5%迅速提升。</p>
|
||
<div id="bbu-demand-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Catalysts & Future Path -->
|
||
<section class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-6">关键催化剂与未来发展路径</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-bold text-white mb-4">近期催化剂 (3-6个月)</h3>
|
||
<ul class="space-y-3 text-gray-300 list-disc list-inside">
|
||
<li><strong class="text-cyan-300">英伟达GTC大会:</strong> 官方披露GB300电源架构，终结技术路径之争。</li>
|
||
<li><strong class="text-cyan-300">核心供应商订单公告:</strong> 蔚蓝锂芯、江海股份等披露来自台达、英伟达的订单，验证逻辑。</li>
|
||
<li><strong class="text-cyan-300">其他AI芯片厂商跟进:</strong> AMD、Intel等在其新平台中采纳BBU方案，打开更大市场。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold text-white mb-4">长期发展路径</h3>
|
||
<ol class="relative border-l border-gray-700">
|
||
<li class="mb-10 ml-4">
|
||
<div class="absolute w-3 h-3 bg-blue-500 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
|
||
<time class="mb-1 text-sm font-normal leading-none text-gray-400">2025-2026年</time>
|
||
<h3 class="text-lg font-semibold text-white">渗透与标准化</h3>
|
||
<p class="text-base font-normal text-gray-400">BBU在AI服务器领域成为标准配置，并向推理、边缘计算节点渗透。</p>
|
||
</li>
|
||
<li class="mb-10 ml-4">
|
||
<div class="absolute w-3 h-3 bg-blue-500 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
|
||
<time class="mb-1 text-sm font-normal leading-none text-gray-400">2026-2028年</time>
|
||
<h3 class="text-lg font-semibold text-white">技术迭代与升级</h3>
|
||
<p class="text-base font-normal text-gray-400">固态电池、钠离子电池等前沿技术开始探索应用，以满足更高功率需求。</p>
|
||
</li>
|
||
<li class="ml-4">
|
||
<div class="absolute w-3 h-3 bg-blue-500 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
|
||
<time class="mb-1 text-sm font-normal leading-none text-gray-400">2028年以后</time>
|
||
<h3 class="text-lg font-semibold text-white">智能化与系统融合</h3>
|
||
<p class="text-base font-normal text-gray-400">BBU深度集成BMS，进化为可参与电网调度的分布式储能单元。</p>
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain -->
|
||
<section class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-6">产业链与核心公司深度剖析</h2>
|
||
<div class="space-y-8">
|
||
<!-- Upstream -->
|
||
<div>
|
||
<div class="flex items-center space-x-4 mb-4">
|
||
<div class="badge badge-primary badge-lg">上游：核心元器件</div>
|
||
<div class="flex-grow h-px bg-gray-700"></div>
|
||
</div>
|
||
<div class="flex flex-wrap gap-4">
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">电芯</h4>
|
||
<p class="text-sm text-gray-400">蔚蓝锂芯 (高倍率小圆柱), 欣旺达, 豪鹏科技</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">超级电容器</h4>
|
||
<p class="text-sm text-gray-400">江海股份 (已进入台达供应链)</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">电源管理系统 (BMS)</h4>
|
||
<p class="text-sm text-gray-400">德赛电池</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div>
|
||
<div class="flex items-center space-x-4 mb-4">
|
||
<div class="badge badge-secondary badge-lg">中游：模组与系统集成</div>
|
||
<div class="flex-grow h-px bg-gray-700"></div>
|
||
</div>
|
||
<div class="flex flex-wrap gap-4">
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">电源解决方案商</h4>
|
||
<p class="text-sm text-gray-400">麦格米特 (与英伟达合作紧密), 台达</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">UPS/BBU设备商</h4>
|
||
<p class="text-sm text-gray-400">雄韬股份 (锂电UPS), 科士达</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div>
|
||
<div class="flex items-center space-x-4 mb-4">
|
||
<div class="badge badge-accent badge-lg">下游：应用与终端</div>
|
||
<div class="flex-grow h-px bg-gray-700"></div>
|
||
</div>
|
||
<div class="flex flex-wrap gap-4">
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">AI服务器/机柜</h4>
|
||
<p class="text-sm text-gray-400">英伟达 (GB300)</p>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-slate-900/50 border border-white/10 flex-grow">
|
||
<h4 class="font-semibold text-white">数据中心/云厂商</h4>
|
||
<p class="text-sm text-gray-400">亚马逊, 谷歌, 微软, 甲骨文</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks & Investment Advice -->
|
||
<section class="space-y-12">
|
||
<div class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-6">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="p-4 border border-red-500/30 bg-red-900/20 rounded-xl">
|
||
<h4 class="font-bold text-red-300">技术风险</h4>
|
||
<p class="text-sm text-gray-300">技术路径不确定性；机柜内电池系统的热管理和消防安全是巨大挑战。</p>
|
||
</div>
|
||
<div class="p-4 border border-yellow-500/30 bg-yellow-900/20 rounded-xl">
|
||
<h4 class="font-bold text-yellow-300">商业化风险</h4>
|
||
<p class="text-sm text-gray-300">BBU作为纯增量成本，长期渗透率受成本控制影响；上游核心部件可能出现供应链瓶颈。</p>
|
||
</div>
|
||
<div class="p-4 border border-orange-500/30 bg-orange-900/20 rounded-xl">
|
||
<h4 class="font-bold text-orange-300">竞争与政策风险</h4>
|
||
<p class="text-sm text-gray-300">海外客户认证壁垒高；市场验证后，行业巨头可能迅速切入，导致竞争加剧。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-6">综合结论与投资启示</h2>
|
||
<div class="prose prose-invert max-w-none text-gray-300 space-y-4">
|
||
<p><strong class="text-white">阶段判断：</strong> BBU概念已从纯主题炒作，迈入由产业趋势驱动、等待订单验证的基本面驱动前期阶段。需求逻辑坚实，确定性高。</p>
|
||
<div>
|
||
<strong class="text-white">核心投资价值环节：</strong>
|
||
<ul class="list-disc list-inside ml-4">
|
||
<li><span class="font-semibold text-blue-300">核心元器件层:</span> 最具业绩弹性，特别是高倍率锂电芯（蔚蓝锂芯）和超级电容（江海股份）的头部供应商。</li>
|
||
<li><span class="font-semibold text-blue-300">绑定核心客户的解决方案层:</span> 与英伟达、台达等深度绑定的电源解决方案商（麦格米特），确定性较高。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-white">需重点跟踪的关键指标：</strong>
|
||
<ul class="list-disc list-inside ml-4">
|
||
<li>技术标准确认 (关注英伟达GTC大会)。</li>
|
||
<li>订单落地情况 (关注核心公司财报)。</li>
|
||
<li>渗透率提升速度 (关注其他AI厂商动态)。</li>
|
||
<li>产品毛利率变化。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Tables -->
|
||
<section class="space-y-12">
|
||
<div class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-8">核心关联标的：电池备份单元</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-custom w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>蔚蓝锂芯</td><td><a href="https://valuefrontier.cn/company?scode=002245" target="_blank" class="link link-primary">002245</a></td><td>已向第三方少量出货用于BBU备用电源的电池。网传已对部分台湾模组厂批量BBU电池出货，主机厂电芯测试进行中。</td><td>韭研公社搜互动/帖子</td></tr>
|
||
<tr><td>康盛股份</td><td><a href="https://valuefrontier.cn/company?scode=002418" target="_blank" class="link link-primary">002418</a></td><td>5G/6G BBU一体式液冷机柜。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>时代万恒</td><td><a href="https://valuefrontier.cn/company?scode=600241" target="_blank" class="link link-primary">600241</a></td><td>公司官网3C系列分类下有BBU备用电池。</td><td>公司官网</td></tr>
|
||
<tr><td>京泉华</td><td><a href="https://valuefrontier.cn/company?scode=002885" target="_blank" class="link link-primary">002885</a></td><td>自主研发专利使用到公司产品包括大数据中心应用数字BBU电源等。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>日海智能</td><td><a href="https://valuefrontier.cn/company?scode=002313" target="_blank" class="link link-primary">002313</a></td><td>BBU机柜（包括但不限于BBU一体化集中机柜、BBU节能机柜和5GBBU机柜等产品）</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>城地香江</td><td><a href="https://valuefrontier.cn/company?scode=603887" target="_blank" class="link link-primary">603887</a></td><td>新型双系统制冷BBU系统柜。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>科信技术</td><td><a href="https://valuefrontier.cn/company?scode=300565" target="_blank" class="link link-primary">300565</a></td><td>自主研发的户外BBU集中柜散热结构技术，应用于数据中心产品。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>南亚新材</td><td><a href="https://valuefrontier.cn/company?scode=688519" target="_blank" class="link link-primary">688519</a></td><td>LL级材料NY6180已在无线AAU及BBU上大量应用。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>欣旺达</td><td><a href="https://valuefrontier.cn/company?scode=300207" target="_blank" class="link link-primary">300207</a></td><td>公司有BBU电池产品，可以根据客户需求进行生产。</td><td>韭研公社搜互动</td></tr>
|
||
<tr><td>网宿科技</td><td><a href="https://valuefrontier.cn/company?scode=300017" target="_blank" class="link link-primary">300017</a></td><td>浸没式液冷型基带处理单元(BBU)机柜。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>新雷能</td><td><a href="https://valuefrontier.cn/company?scode=300593" target="_blank" class="link link-primary">300593</a></td><td>5G用BBU电源。</td><td>韭研公社搜公告</td></tr>
|
||
<tr><td>迅捷兴</td><td><a href="https://valuefrontier.cn/company?scode=688655" target="_blank" class="link link-primary">688655</a></td><td>2024年上半年度，公司在应用于数据中心，天线/雷达等领域的AAU、BBU高频高速产品方面，不断取得技术突破。</td><td>韭研公社搜公告</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-8 md:p-12">
|
||
<h2 class="sub-header mb-8">相关标的涨幅异动分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-custom w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>科士达</td><td><a href="https://valuefrontier.cn/company?scode=002518" target="_blank" class="link link-primary">002518</a></td><td>2025-09-11</td><td>10.01%</td><td>三部委《算力基础设施三年行动计划》首次把“储能型UPS”列入量化指标，科士达作为该细分唯一已批量供货且进入腾讯/移动/联通供应链的A股标的。</td></tr>
|
||
<tr><td>豪鹏科技</td><td><a href="https://valuefrontier.cn/company?scode=001283" target="_blank" class="link link-primary">001283</a></td><td>2025-08-15</td><td>5.42%</td><td>市场预期公司作为英伟达GB300服务器BBU的核心供应商，受益于AI服务器需求增长，其BBU电池系统已向全球领先云计算客户交付。</td></tr>
|
||
<tr><td>雄韬股份</td><td><a href="https://valuefrontier.cn/company?scode=002733" target="_blank" class="link link-primary">002733</a></td><td>2025-10-23</td><td>9.99%</td><td>获国内IDC厂商万国数据北美出口订单1.5亿元，国内唯一通过美国UL9540认证，数据中心UPS锂电业务持续放量。</td></tr>
|
||
<tr><td>南都电源</td><td><a href="https://valuefrontier.cn/company?scode=300068" target="_blank" class="link link-primary">300068</a></td><td>2025-09-09</td><td>6.88%</td><td>作为甲骨文数据中心备电（高压锂电）核心供应商，直接受益于甲骨文订单超预期爆发。</td></tr>
|
||
<!-- Add other relevant stocks here -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('bbu-demand-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: 'BBU电芯需求量预测 (亿颗)',
|
||
textStyle: {
|
||
color: '#e5e7eb',
|
||
fontWeight: 'bold'
|
||
},
|
||
left: 'center'
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['预测需求量'],
|
||
bottom: 10,
|
||
textStyle: {
|
||
color: '#e5e7eb'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '15%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023', '2024', '2025', '2026', '2027', '2028', '2029', '2030'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '预测需求量',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 3,
|
||
color: '#3b82f6'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{
|
||
offset: 0,
|
||
color: 'rgba(59, 130, 246, 0.5)'
|
||
},
|
||
{
|
||
offset: 1,
|
||
color: 'rgba(59, 130, 246, 0)'
|
||
}
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [3, 5, 8, 11, 14, 16.5, 18, 20]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |