815 lines
34 KiB
HTML
815 lines
34 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, shrink-to-fit=no">
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<title>华为OceanStor存储技术 - 行业洞察报告</title>
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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:root {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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<body>
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<div class="tech-bg tech-grid tech-pattern"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">华为OceanStor存储技术</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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AI算力、国产化替代、绿色存储三大主线驱动的存储技术革新与投资机会分析
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-400">概念事件</h2>
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<div class="relative">
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<div class="timeline-item relative pl-8 pb-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<h3 class="text-lg font-semibold text-cyan-300">2024年9月20日</h3>
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<span class="badge bg-cyan-900 text-cyan-300 mt-2 md:mt-0">新闻</span>
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</div>
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<p class="text-slate-300">华为全联接大会发布新一代OceanStor Dorado全闪存存储，性能提升3倍（亿级IOPS、0.03ms延迟），可靠性达99.99999%</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8 pb-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<h3 class="text-lg font-semibold text-cyan-300">2024年12月17日</h3>
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<span class="badge bg-cyan-900 text-cyan-300 mt-2 md:mt-0">新闻</span>
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</div>
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<p class="text-slate-300">与信雅达完成SunECM企业内容管理平台兼容认证，强化金融场景落地</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8 pb-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<h3 class="text-lg font-semibold text-cyan-300">2025年3月3日</h3>
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<span class="badge bg-purple-900 text-purple-300 mt-2 md:mt-0">研报</span>
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</div>
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<p class="text-slate-300">MWC2025展示OceanStor A800 AI存储，获MLPERF全球第一（单框带宽679GB/s，GPU利用率提升30%+）</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8 pb-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<h3 class="text-lg font-semibold text-cyan-300">2025年3月5日</h3>
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<span class="badge bg-cyan-900 text-cyan-300 mt-2 md:mt-0">新闻</span>
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</div>
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<p class="text-slate-300">独家中标中国移动全闪存存储扩容集采（2360个配件，金额未披露）</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-dot absolute left-0 top-0"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<h3 class="text-lg font-semibold text-cyan-300">2025年H1</h3>
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<span class="badge bg-purple-900 text-purple-300 mt-2 md:mt-0">研报</span>
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</div>
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<p class="text-slate-300">OceanStor Arctic磁电存储计划上市，功耗较HDD降低90%，TCO降低20%</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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-400">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 rounded-lg p-5 border-l-4 border-cyan-500">
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<h3 class="text-lg font-semibold mb-3 text-cyan-300">阶段判断</h3>
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<p class="text-slate-300">华为OceanStor已从技术验证期进入规模化落地期，AI算力需求与国产化替代构成双重β，磁电存储（Arctic）或成为2025年最大α。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-5 border-l-4 border-purple-500">
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<h3 class="text-lg font-semibold mb-3 text-purple-300">核心驱动力</h3>
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<p class="text-slate-300">AI训练/推理对存储带宽的刚性需求（如A800支撑255张GPU集群）叠加政策驱动的国产化替代（中国移动集采100%国产化）。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-5 border-l-4 border-indigo-500">
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<h3 class="text-lg font-semibold mb-3 text-indigo-300">未来潜力</h3>
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<p class="text-slate-300">2025年HBM+磁电存储市场规模预计超200亿美元（研报），华为凭全栈能力有望占据30%+份额。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-400">核心逻辑与市场认知分析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-cyan-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-cyan-900 flex items-center justify-center mr-3">
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<i class="fas fa-microchip text-cyan-400"></i>
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</div>
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<h4 class="text-lg font-semibold text-cyan-300">技术突破</h4>
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</div>
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<ul class="text-slate-300 space-y-2">
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<li>• 全闪存：Dorado系列实现亿级IOPS（传统存储10倍）</li>
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<li>• 磁电存储：Arctic系列通过MED介质实现8GB/s机架速度</li>
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<li>• 金融级可靠性：99.99999%</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-900 flex items-center justify-center mr-3">
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<i class="fas fa-landmark text-purple-400"></i>
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</div>
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<h4 class="text-lg font-semibold text-purple-300">政策催化</h4>
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</div>
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<ul class="text-slate-300 space-y-2">
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<li>• 中国移动集采明确要求国产化，华为独家中标2360个全闪存配件</li>
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<li>• 信创目录推动金融、运营商核心系统替换</li>
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<li>• 信雅达SunECM认证强化金融场景落地</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-indigo-900 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-indigo-400"></i>
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</div>
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<h4 class="text-lg font-semibold text-indigo-300">需求爆发</h4>
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</div>
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<ul class="text-slate-300 space-y-2">
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<li>• AI服务器：单机存储需求从256GB（传统）跃升至TB级</li>
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<li>• 2024年AI服务器占比将达25%</li>
|
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<li>• AI训练/推理对存储带宽的刚性需求</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800 rounded-lg p-5">
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||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">市场热度与情绪</h3>
|
||
<div class="space-y-4">
|
||
<div>
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<div class="flex justify-between mb-1">
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<span class="text-slate-300">新闻热度</span>
|
||
<span class="text-cyan-400">月均10+篇</span>
|
||
</div>
|
||
<div class="progress">
|
||
<div class="progress-bar bg-cyan-500" style="width: 75%;"></div>
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||
</div>
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||
</div>
|
||
|
||
<div>
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||
<div class="flex justify-between mb-1">
|
||
<span class="text-slate-300">研报密度</span>
|
||
<span class="text-purple-400">15篇深度报告</span>
|
||
</div>
|
||
<div class="progress">
|
||
<div class="progress-bar bg-purple-500" style="width: 85%;"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-slate-300">机构关注</span>
|
||
<span class="text-indigo-400">80%聚焦AI订单</span>
|
||
</div>
|
||
<div class="progress">
|
||
<div class="progress-bar bg-indigo-500" style="width: 80%;"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">预期差分析</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
||
<h4 class="font-semibold text-cyan-300 mb-1">市场共识</h4>
|
||
<p class="text-slate-300 text-sm">华为存储="AI算力配套"，估值锚定服务器增速（30% CAGR）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
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<h4 class="font-semibold text-purple-300 mb-1">预期差1：磁电存储</h4>
|
||
<p class="text-slate-300 text-sm">市场低估Arctic在冷数据归档的替代潜力（功耗降90%），可能复制2023年HBM的渗透率曲线</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
||
<h4 class="font-semibold text-indigo-300 mb-1">预期差2：主控芯片</h4>
|
||
<p class="text-slate-300 text-sm">佰维存储等路演显示自研主控已流片（12nm/6nm），但市场仍按"模组厂"估值（PE 25x vs 芯片厂50x）</p>
|
||
</div>
|
||
</div>
|
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</div>
|
||
</div>
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</div>
|
||
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<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">关键催化剂与未来发展路径</h2>
|
||
|
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
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<div class="bg-slate-800 rounded-lg p-5">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-cyan-900 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||
<span class="text-cyan-400 font-bold text-sm">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-300">2025年H1：OceanStor Arctic正式上市</h4>
|
||
<p class="text-slate-300 text-sm">首批订单或来自BAT/运营商冷数据项目（路演透露测试客户包括阿里、移动）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-cyan-900 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||
<span class="text-cyan-400 font-bold text-sm">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-300">2025年Q2：中国移动二期集采启动</h4>
|
||
<p class="text-slate-300 text-sm">预计规模翻倍，国产化率要求或提至100%</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-cyan-900 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
|
||
<span class="text-cyan-400 font-bold text-sm">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-300">2025年6月：华为AI存储峰会</h4>
|
||
<p class="text-slate-300 text-sm">或发布下一代HBM3E存储方案（对标英伟达H200）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">长期发展路径（2025-2027年）</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
||
<h4 class="font-semibold text-purple-300 mb-1">技术迭代</h4>
|
||
<p class="text-slate-300 text-sm">从Dorado（全闪）→Arctic（磁电）→存算一体（CXL内存池化）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
||
<h4 class="font-semibold text-purple-300 mb-1">市场渗透</h4>
|
||
<p class="text-slate-300 text-sm">金融/运营商国产化率从20%→60%（路演数据），AI存储市占率从15%→35%</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-700 rounded-lg p-3">
|
||
<h4 class="font-semibold text-purple-300 mb-1">生态扩张</h4>
|
||
<p class="text-slate-300 text-sm">与创意信息（万里数据库）、信雅达（ECM）形成"存储+软件"捆绑销售模式</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800 rounded-lg p-5 text-center">
|
||
<div class="w-16 h-16 rounded-full bg-cyan-900 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-arrow-up text-cyan-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-cyan-300 mb-3">上游</h4>
|
||
<p class="text-slate-300">长江存储（NAND颗粒）、海力士（HBM）、中微公司（TSV设备）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-5 text-center">
|
||
<div class="w-16 h-16 rounded-full bg-purple-900 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-exchange-alt text-purple-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-purple-300 mb-3">中游</h4>
|
||
<p class="text-slate-300">华为（OceanStor整机）、佰维存储（模组+主控）、同有科技（军工存储）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-5 text-center">
|
||
<div class="w-16 h-16 rounded-full bg-indigo-900 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-arrow-down text-indigo-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-indigo-300 mb-3">下游</h4>
|
||
<p class="text-slate-300">中国移动（运营商）、光大银行（金融）、Meta（AI眼镜）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">核心玩家对比</h3>
|
||
<div class="table-responsive">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>角色</th>
|
||
<th>进展</th>
|
||
<th>风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">华为</td>
|
||
<td>技术领导者</td>
|
||
<td>Arctic 2025H1上市，MLPERF全球第一</td>
|
||
<td>美国制裁升级（HBM禁运）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">佰维存储</td>
|
||
<td>模组+主控突破</td>
|
||
<td>自研主控12nm流片，Meta AI眼镜供应商</td>
|
||
<td>客户集中度（Meta占比30%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">同有科技</td>
|
||
<td>军工存储龙头</td>
|
||
<td>进入军队目录，毛利率40%</td>
|
||
<td>军工订单延迟风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">创意信息</td>
|
||
<td>数据库协同</td>
|
||
<td>万里数据库+OceanStor方案金融落地</td>
|
||
<td>Oracle替代进度低于预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-900 bg-opacity-20 border border-green-700 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-400 mb-2">验证</h4>
|
||
<p class="text-slate-300">中国移动集采国产化率100%（新闻），与路演中"运营商优先采购国产"一致。</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900 bg-opacity-20 border border-red-700 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-400 mb-2">证伪</h4>
|
||
<p class="text-slate-300">路演显示华为Arctic功耗71W/PB（研报），但部分机构质疑实际部署可能受限于磁带库兼容性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">潜在风险与挑战</h2>
|
||
<div class="table-responsive">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>风险类型</th>
|
||
<th>具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-red-400">技术风险</td>
|
||
<td>Arctic的MED介质良率可能低于预期（当前仅实验室验证）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-orange-400">商业化风险</td>
|
||
<td>全闪存成本仍高（Dorado单价约为传统存储3倍），中小客户接受度待验证</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-yellow-400">政策风险</td>
|
||
<td>美国或扩大HBM对华禁运，影响华为高端存储配置（如A800的HBM3依赖海力士）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-purple-400">信息矛盾</td>
|
||
<td>路演称2025年AI存储市场规模200亿美元（研报），但部分机构预测仅75亿美元（TrendForce）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">综合结论与投资启示</h2>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-5 mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-cyan-300">阶段判断</h3>
|
||
<p class="text-slate-300">主题炒作末期→基本面驱动初期。AI订单（如Meta眼镜）和国产化集采已验证需求，但磁电存储（Arctic）仍是0→1的α机会。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-cyan-900 to-cyan-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-cyan-700 flex items-center justify-center mr-3">
|
||
<span class="text-cyan-300 font-bold">1</span>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-cyan-300">最纯标的</h4>
|
||
</div>
|
||
<p class="text-slate-300">佰维存储（模组+主控，PE 25x vs 芯片厂50x，预期差最大）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-900 to-purple-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-purple-700 flex items-center justify-center mr-3">
|
||
<span class="text-purple-300 font-bold">2</span>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-purple-300">弹性环节</h4>
|
||
</div>
|
||
<p class="text-slate-300">同有科技（军工存储，毛利率40%，订单2025年放量）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-indigo-900 to-indigo-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-700 flex items-center justify-center mr-3">
|
||
<span class="text-indigo-300 font-bold">3</span>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-indigo-300">上游铲子</h4>
|
||
</div>
|
||
<p class="text-slate-300">中微公司（TSV设备，HBM扩产核心受益）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-cyan-300 mb-2">Arctic订单</h4>
|
||
<p class="text-slate-300">2025年Q2首批客户（阿里/移动）采购量</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-300 mb-2">国产化率</h4>
|
||
<p class="text-slate-300">2025年运营商集采中华为份额是否维持100%</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold text-indigo-300 mb-2">主控芯片</h4>
|
||
<p class="text-slate-300">佰维存储12nm主控量产进度（2025年Q3是关键节点）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-400">关联股票数据</h2>
|
||
|
||
<!-- 华为存储OceanStor -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">华为存储OceanStor（250209）</h3>
|
||
<div class="table-responsive">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目/角色/产业链</th>
|
||
<th>产品/技术/行业</th>
|
||
<th>关联原因</th>
|
||
<th>资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">中亦科技</td>
|
||
<td>IT基础架构合作</td>
|
||
<td>OceanStor存储设备</td>
|
||
<td>公司与华为在IT基础架构多产品领域深入合作，包括OceanStor型号存储设备</td>
|
||
<td>公告/互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">易华录</td>
|
||
<td>蓝光存储集成</td>
|
||
<td>全品牌存储分级方案</td>
|
||
<td>华为OceanStor分布式存储集成蓝光存储，推出全品牌存储分级方案</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">创意信息</td>
|
||
<td>存算分离联合创新</td>
|
||
<td>万里安全数据库/GreatDB加速引擎</td>
|
||
<td>存算分离&多主架构联合创新方案融合万里安全数据库及华为OceanStor闪存存储</td>
|
||
<td>互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">天源迪科</td>
|
||
<td>总经销商</td>
|
||
<td>OceanStor存储代理</td>
|
||
<td>控股子公司金华威为华为政企业务总经销商，代理OceanStor存储产品</td>
|
||
<td>公告/互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">兆易创新</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">同有科技</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">神州数码</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">中科曙光</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">银信科技</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">万润科技</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">太极股份</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">拓维信息</td>
|
||
<td>华为存储相关</td>
|
||
<td>-</td>
|
||
<td>华为存储相关企业</td>
|
||
<td>表格列举</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 磁电存储 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">磁电存储(240311)</h3>
|
||
<div class="table-responsive">
|
||
<table class="table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目/产业链</th>
|
||
<th>产品/技术/行业</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">中电兴发</td>
|
||
<td>自主可控磁光电存储项目</td>
|
||
<td>云计算和大数据</td>
|
||
<td>公司曾定增20亿用于面向云计算和大数据的自主可控磁光电存储项目等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">宁波建工</td>
|
||
<td>持有中经云32.73%股权</td>
|
||
<td>光磁电混合存储</td>
|
||
<td>中经云是全球光磁电混合存储先行者</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">智迪科技</td>
|
||
<td>磁电存储芯片</td>
|
||
<td>数据存储和读取</td>
|
||
<td>磁电存储芯片主要用于数据的存储和读取</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">易华录</td>
|
||
<td>超级智能存储系统</td>
|
||
<td>光磁电存储介质</td>
|
||
<td>超级智能存储系统是融合光磁电存储介质的分布式存储系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">宁波韵升</td>
|
||
<td>磁电产品及配套件研制</td>
|
||
<td>光盘、磁盘驱动器</td>
|
||
<td>公司产品包含大容量光盘、磁盘驱动器及磁电产品研制开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-cyan-300">信息发展</td>
|
||
<td>磁光电存储融合设计</td>
|
||
<td>电子档案安全保存</td>
|
||
<td>光典海量电子档案安全保存一体机采用磁光电存储融合设计</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, {
|
||
threshold: 0.1
|
||
});
|
||
|
||
cards.forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |