1081 lines
55 KiB
HTML
1081 lines
55 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>摩尔线程IPO进程分析报告</title>
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<!-- Custom CSS -->
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #1e293b 0%, #0f172a 100%);
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overflow-x: hidden;
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z-index: -1;
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width: 12px;
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-webkit-text-fill-color: transparent;
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overflow-x: auto;
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.timeline-item {
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padding-left: 24px;
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</style>
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</head>
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<body class="text-gray-100">
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<!-- Particle Background -->
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<div id="particles-js" class="particle-canvas"></div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- Header -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">摩尔线程IPO进程分析报告</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">国产GPU"四小龙"上市序幕拉开，政策+资本+技术三重共振</p>
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</header>
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<!-- Concept Events Timeline -->
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<section class="mb-12">
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<div class="card-gradient rounded-xl p-6 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
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<div class="space-y-6">
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<div class="timeline-item relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2024-11-09</div>
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<p class="text-gray-200">《科创板日报》独家报道：摩尔线程完成股改，即将启动科创板上市辅导。</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"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2024-11-12</div>
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<p class="text-gray-200">北京证监局官网披露辅导备案，辅导机构为<strong class="text-purple-400">中信证券</strong>。</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"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2025-06-18</div>
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<p class="text-gray-200">证监会披露辅导状态变更为"<strong class="text-green-400">辅导验收</strong>"。</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"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2025-06-30</div>
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<p class="text-gray-200">上交所正式<strong class="text-green-400">受理</strong>摩尔线程科创板IPO申请，拟募资<strong class="text-yellow-400">80亿元</strong>。</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"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2025-07-01</div>
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<p class="text-gray-200">招股说明书（申报稿）挂网，发行前总股本4.0亿股，拟新发≥4,445万股（占发行后≥10%）。</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"></div>
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<div class="bg-slate-800 rounded-lg p-4 ml-4">
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<div class="text-blue-400 font-semibold">2025-07-02</div>
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<p class="text-gray-200">多家卖方（国海、广发、国泰海通）集中点评：国产GPU"四小龙"上市序幕拉开。</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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</section>
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<!-- Catalyst Events -->
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<section class="mb-12">
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<div class="card-gradient rounded-xl p-6 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">催化事件</h2>
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<div class="grid 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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<i class="fas fa-landmark text-purple-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">政策端</h3>
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</div>
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<p class="text-gray-300 text-sm">国务院国资委2月19日"央企AI专项行动"明确点名国产GPU；工信部"算力强基揭榜行动"要求框架兼容国产GPU。</p>
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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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<i class="fas fa-building text-green-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">产业端</h3>
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</div>
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<p class="text-gray-300 text-sm">中国移动通过中移基金已持有摩尔线程2.12%股权，Pre-IPO估值<strong class="text-yellow-400">246亿元</strong>，上市稀释后仍超1.9%，央企背书强化资本信心。</p>
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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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<i class="fas fa-microchip text-blue-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">技术端</h3>
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</div>
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<p class="text-gray-300 text-sm">招股书披露已联合国内Foundry完成<strong class="text-green-400">7nm GPU流片</strong>，并量产Chiplet+2.5D封装，实现先进封装国产化。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Viewpoints -->
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<section class="mb-12">
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<div class="card-gradient rounded-xl p-6 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/20">
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<p class="text-lg text-gray-200 leading-relaxed">
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摩尔线程正处于"<strong class="text-blue-400">政策+资本+技术</strong>"三重共振的IPO兑现期：短期看受理后问询节奏与发行估值，中期看80亿元募资能否撬动国产GPU生态，长期看其能否在AI推理及图形渲染双赛道兑现"国产英伟达"叙事。
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</p>
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</div>
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</div>
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</section>
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<!-- Core Logic & Market Analysis -->
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<section class="mb-12">
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<div class="card-gradient rounded-xl p-6 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念的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-purple-400">核心驱动力</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-white font-bold">1</span>
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</div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-200">政策刚性</h4>
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<p class="text-gray-300 text-sm">信创+AI算力国产化替代窗口期（2025-2027年），运营商/金融/政务三大场景明确需求。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-white font-bold">2</span>
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</div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-200">技术突破</h4>
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<p class="text-gray-300 text-sm">MUSA统一架构兼容CUDA，MTT S4000 FP32算力<strong class="text-green-400">25 TFLOPS</strong>，千卡集群效率已对标英伟达A100。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mt-1">
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<span class="text-white font-bold">3</span>
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</div>
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<div class="ml-4">
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<h4 class="font-semibold text-gray-200">资本杠杆</h4>
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<p class="text-gray-300 text-sm">Pre-IPO估值246亿元 vs 拟募资80亿元，上市后资金将用于<strong class="text-yellow-400">万卡级智算集群</strong>与下一代3nm GPU，放大技术迭代速度。</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 class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-400">市场热度与情绪</h3>
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<div class="grid md:grid-cols-2 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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<i class="fas fa-fire text-red-400 text-xl mr-3"></i>
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<h4 class="font-semibold">新闻热度</h4>
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</div>
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<p class="text-gray-300 text-sm">6月30日受理当日，Wind"摩尔线程"关键词热度指数跳升至<strong class="text-red-400">98/100</strong>，创年内新高。</p>
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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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<i class="fas fa-chart-line text-green-400 text-xl mr-3"></i>
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<h4 class="font-semibold">研报密集度</h4>
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</div>
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<p class="text-gray-300 text-sm">7月1-5日共有<strong class="text-green-400">12篇</strong>卖方报告覆盖，2024年全年仅3篇，情绪由"概念"转向"基本面验证"。</p>
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</div>
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||
</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">预期差</h3>
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<div class="bg-gradient-to-r from-purple-900/30 to-blue-900/30 rounded-lg p-5 border border-purple-500/20">
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<p class="text-gray-300 mb-3">市场普遍将其对标寒武纪（688256.SH，PS≈35×），却忽视：</p>
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<ul class="space-y-2 text-gray-300">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span>招股书显示2024年AI智算收入占比<strong class="text-green-400">77.6%</strong>，远高于寒武纪的云端训练卡单一结构；</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<span>中国移动、新华三等央企订单已锁定2025-2026年<strong class="text-green-400">60%以上产能</strong>，商业化确定性高于同行。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- Key Catalysts & Future Path -->
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<section class="mb-12">
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<div class="card-gradient rounded-xl p-6 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-purple-400">近期催化剂（3-6个月）</h3>
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<div class="grid md:grid-cols-2 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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<i class="fas fa-calendar-alt text-yellow-400 text-xl mr-3"></i>
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<h4 class="font-semibold">上交所首轮问询回复</h4>
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||
</div>
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||
<p class="text-gray-300 text-sm">预计8月：重点关注<strong class="text-yellow-400">7nm产能保障</strong>、<strong class="text-yellow-400">客户集中度</strong>（前五大客户占比>80%）。</p>
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||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-trophy text-yellow-400 text-xl mr-3"></i>
|
||
<h4 class="font-semibold">中国移动2025年智算招标</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">9月：若摩尔线程中标份额>20%，将直接验证国产GPU在运营商场景的可替代性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-xl font-semibold mb-4 text-purple-400">长期路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-2">
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||
<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||
<span class="text-white font-bold text-sm">2025-27</span>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-200">募资落地→万卡集群交付→AI推理市占率提升</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm ml-11">AI推理市占率由<1%提升至<strong class="text-green-400">5%</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
|
||
<span class="text-white font-bold text-sm">2028-30</span>
|
||
</div>
|
||
<h4 class="font-semibold text-gray-200">3nm GPU量产→消费级显卡切入信创PC→图形渲染国产替代</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm ml-11">图形渲染国产替代率<strong class="text-green-400">15%+</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Analysis -->
|
||
<section class="mb-12">
|
||
<div class="card-gradient rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-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-purple-400">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="text-center mb-3">
|
||
<i class="fas fa-arrow-up text-blue-400 text-2xl"></i>
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||
<h4 class="font-semibold mt-2">上游</h4>
|
||
</div>
|
||
<ul class="text-gray-300 text-sm space-y-1">
|
||
<li>• 中芯国际（7nm代工）</li>
|
||
<li>• 长电科技（2.5D封装）</li>
|
||
<li>• 北方华创（刻蚀设备）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="text-center mb-3">
|
||
<i class="fas fa-equals text-green-400 text-2xl"></i>
|
||
<h4 class="font-semibold mt-2">中游</h4>
|
||
</div>
|
||
<ul class="text-gray-300 text-sm space-y-1">
|
||
<li>• 摩尔线程（GPU设计）</li>
|
||
<li>• 沐曦/壁仞（竞品）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="text-center mb-3">
|
||
<i class="fas fa-arrow-down text-purple-400 text-2xl"></i>
|
||
<h4 class="font-semibold mt-2">下游</h4>
|
||
</div>
|
||
<ul class="text-gray-300 text-sm space-y-1">
|
||
<li>• 中国移动、新华三</li>
|
||
<li>• 浪潮信息（服务器集成）</li>
|
||
<li>• 和而泰/威星智能（参股+场景合作）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-gray-400">
|
||
<thead class="text-xs text-gray-400 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">公司</th>
|
||
<th scope="col" class="px-6 py-3">角色</th>
|
||
<th scope="col" class="px-6 py-3">关联逻辑</th>
|
||
<th scope="col" class="px-6 py-3">竞争优势</th>
|
||
<th scope="col" class="px-6 py-3">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
摩尔线程
|
||
</th>
|
||
<td class="px-6 py-4">设计龙头</td>
|
||
<td class="px-6 py-4">拟IPO募资80亿元</td>
|
||
<td class="px-6 py-4">全功能GPU+央企订单</td>
|
||
<td class="px-6 py-4">7nm产能受地缘政治限制</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
和而泰
|
||
</th>
|
||
<td class="px-6 py-4">参股+场景</td>
|
||
<td class="px-6 py-4">持股1.244%</td>
|
||
<td class="px-6 py-4">绑定摩尔线程AIoT落地</td>
|
||
<td class="px-6 py-4">持股比例低，业绩弹性有限</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
威星智能
|
||
</th>
|
||
<td class="px-6 py-4">算力合作</td>
|
||
<td class="px-6 py-4">曾计划共建贵安智算中心</td>
|
||
<td class="px-6 py-4">燃气表龙头转型算力运营</td>
|
||
<td class="px-6 py-4">项目已中止，合作存不确定性</td>
|
||
</tr>
|
||
<tr class="bg-slate-900">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
中芯国际
|
||
</th>
|
||
<td class="px-6 py-4">代工</td>
|
||
<td class="px-6 py-4">7nm FinFET工艺</td>
|
||
<td class="px-6 py-4">国产最先进制程</td>
|
||
<td class="px-6 py-4">产能分配优先级低于苹果/高通</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Potential Risks -->
|
||
<section class="mb-12">
|
||
<div class="card-gradient rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-red-900/20 rounded-lg p-5 border border-red-500/20">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-microchip text-red-400 text-xl mr-3"></i>
|
||
<h3 class="font-semibold text-gray-200">技术风险</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">7nm产能若受美国新规限制，需转向<strong class="text-red-400">N+2等效工艺</strong>，性能损失或达15%。</p>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-5 border border-red-500/20">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-chart-line text-red-400 text-xl mr-3"></i>
|
||
<h3 class="font-semibold text-gray-200">商业化风险</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">2024年净亏损<strong class="text-red-400">14.9亿元</strong>，若2026年仍未盈利，可能触发科创板退市红线。</p>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-5 border border-red-500/20">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-gavel text-red-400 text-xl mr-3"></i>
|
||
<h3 class="font-semibold text-gray-200">政策风险</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">GPU出口管制清单若扩大至AI推理卡，将影响海外客户（如新加坡主权基金背景客户）。</p>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-5 border border-red-500/20">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-exclamation-triangle text-red-400 text-xl mr-3"></i>
|
||
<h3 class="font-semibold text-gray-200">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">部分媒体称"威星智能独家垄断摩尔线程GPU供应"，但招股书显示<strong class="text-red-400">无单一客户占比>30%</strong>，需警惕渠道夸大。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion -->
|
||
<section class="mb-12">
|
||
<div class="card-gradient rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-green-900/30 to-blue-900/30 rounded-lg p-5 border border-green-500/20">
|
||
<p class="text-gray-200 text-lg">
|
||
已从<strong class="text-yellow-400">主题炒作</strong>（2024年11月辅导备案）进入<strong class="text-green-400">基本面驱动</strong>（2025年7月受理+订单落地）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">最具价值细分</h3>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-tools text-blue-400 text-xl mr-3"></i>
|
||
<h4 class="font-semibold">上游设备/材料</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">北方华创、中微公司（7nm扩产确定性）</p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-handshake text-green-400 text-xl mr-3"></i>
|
||
<h4 class="font-semibold">参股+场景</h4>
|
||
</div>
|
||
<p class="text-gray-300 text-sm">和而泰（AIoT控制器放量）、东华软件（国产GPU服务器基地）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-white text-xs">1</span>
|
||
</div>
|
||
<p class="ml-3 text-gray-300">上交所问询回复中<strong class="text-blue-400">7nm产能保障条款</strong></p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-white text-xs">2</span>
|
||
</div>
|
||
<p class="ml-3 text-gray-300">中国移动2025年智算招标中<strong class="text-blue-400">摩尔线程中标份额</strong></p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-white text-xs">3</span>
|
||
</div>
|
||
<p class="ml-3 text-gray-300">2025H1预付款/营收比是否降至<strong class="text-blue-400">30%以下</strong>（验证商业化效率）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Related Stocks -->
|
||
<section class="mb-12">
|
||
<div class="card-gradient rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 摩尔线程(241111) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">摩尔线程(241111)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-gray-400">
|
||
<thead class="text-xs text-gray-400 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">股票名称</th>
|
||
<th scope="col" class="px-6 py-3">项目/分类</th>
|
||
<th scope="col" class="px-6 py-3">产业链</th>
|
||
<th scope="col" class="px-6 py-3">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
和而泰
|
||
</th>
|
||
<td class="px-6 py-4">参股摩尔线程</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">持股1.244%</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
初灵信息
|
||
</th>
|
||
<td class="px-6 py-4">参股摩尔线程</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">唯一参股摩尔线程</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
浙大网新
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">摩尔线程核心分销商</td>
|
||
<td class="px-6 py-4">承担摩尔线程产品分销业务</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
威星智能
|
||
</th>
|
||
<td class="px-6 py-4">算力中心合作</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">曾计划与摩尔线程合建算力中心，现中止</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
杰创智能
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">互认证测试</td>
|
||
<td class="px-6 py-4">完成与摩尔线程产品互认证测试</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
翰博高新
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">预付款</td>
|
||
<td class="px-6 py-4">向摩尔线程预付款金额超1.7亿</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
东华软件
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">GPU服务器基地</td>
|
||
<td class="px-6 py-4">计划建设国产GPU服务器基地</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
当虹科技
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">音视频领域</td>
|
||
<td class="px-6 py-4">与摩尔线程在音视频领域深度合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
东方材料
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">超算合作</td>
|
||
<td class="px-6 py-4">子公司东方超算与摩尔线程合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
南威软件
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">大模型生态</td>
|
||
<td class="px-6 py-4">合作成立摩尔线程PES-大模型生态联盟</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
奥飞数据
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">半导体投资</td>
|
||
<td class="px-6 py-4">与摩尔线程共同投资超燃半导体</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
麒麟信安
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">深度合作</td>
|
||
<td class="px-6 py-4">与摩尔线程达成深度战略合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
青云科技
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">与摩尔线程达成战略合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
卓易信息
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">客户</td>
|
||
<td class="px-6 py-4">摩尔线程是公司客户</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
超图软件
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">技术合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在GIS领域合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
深信服
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">生态合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在安全生态领域合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
光环新网
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">云计算合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在云计算领域合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
华数传媒
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">浙江华数合作</td>
|
||
<td class="px-6 py-4">子公司浙江华数与摩尔线程合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
中望软件
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">工业软件合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在工业软件领域合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
弘信电子
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">算力合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在AI算力领域合作</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
麦捷科技
|
||
</th>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">业务合作</td>
|
||
<td class="px-6 py-4">与摩尔线程保持良好的合作关系</td>
|
||
</tr>
|
||
<tr class="bg-slate-900">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
胜宏科技
|
||
</th>
|
||
<td class="px-6 py-4">PCB供应</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">为摩尔线程提供PCB产品</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 摩尔线程(250618) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">摩尔线程(250618)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-gray-400">
|
||
<thead class="text-xs text-gray-400 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-6 py-3">股票名称</th>
|
||
<th scope="col" class="px-6 py-3">分类</th>
|
||
<th scope="col" class="px-6 py-3">项目</th>
|
||
<th scope="col" class="px-6 py-3">产业链</th>
|
||
<th scope="col" class="px-6 py-3">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
和而泰
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">参股公司</td>
|
||
<td class="px-6 py-4">公司参股摩尔线程，持股1.244%，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
联美控股
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">子公司投资</td>
|
||
<td class="px-6 py-4">子公司拉萨联虹对摩尔线程股权投资，初始投资成本为人民币1亿元，消息来源为公告</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
ST华通
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">产业基金投资</td>
|
||
<td class="px-6 py-4">公司及旗下产业基金少数股权投资摩尔线程，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
盈趣科技
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">战略投资</td>
|
||
<td class="px-6 py-4">基于战略布局和多元化发展考虑投资摩尔线程，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
圣元环保
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">基金份额投资</td>
|
||
<td class="px-6 py-4">认购中原前海基金份额3亿元间接参与摩尔线程投资，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
初灵信息
|
||
</th>
|
||
<td class="px-6 py-4">参股</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">产业基金投资</td>
|
||
<td class="px-6 py-4">所认购的北京中移数字新经济产业基金为摩尔线程的参股方，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
奥飞数据
|
||
</th>
|
||
<td class="px-6 py-4">共同投资</td>
|
||
<td class="px-6 py-4">超燃半导体</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">共同参股超燃半导体，消息来源为工商信息</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
浙大网新
|
||
</th>
|
||
<td class="px-6 py-4">代理商</td>
|
||
<td class="px-6 py-4">摩尔线程</td>
|
||
<td class="px-6 py-4">浙江总代</td>
|
||
<td class="px-6 py-4">控股子公司浙江网新图灵电子为摩尔线程浙江省总代，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
拓尔思
|
||
</th>
|
||
<td class="px-6 py-4">大模型</td>
|
||
<td class="px-6 py-4">国产GPU厂商合作</td>
|
||
<td class="px-6 py-4">深度适配</td>
|
||
<td class="px-6 py-4">与摩尔线程深度适配国产GPU，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
当虹科技
|
||
</th>
|
||
<td class="px-6 py-4">大模型</td>
|
||
<td class="px-6 py-4">国产GPU融合</td>
|
||
<td class="px-6 py-4">BlackEye多模态视听说大模型</td>
|
||
<td class="px-6 py-4">基于国产GPU成功完成与BlackEye多模态视听说大模型的深度融合，消息来源为官网</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
三六零
|
||
</th>
|
||
<td class="px-6 py-4">大模型</td>
|
||
<td class="px-6 py-4">360智脑大模型</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">战略合作摩尔线程，携手打造"360智脑大模型一体机"，消息来源为官网</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
东华软件
|
||
</th>
|
||
<td class="px-6 py-4">大模型</td>
|
||
<td class="px-6 py-4">国产AI算力品牌</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">与摩尔线程等四方签署框架合作协议，打造全国乃至全球的"甬"字号智算品牌，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
铜牛信息
|
||
</th>
|
||
<td class="px-6 py-4">智算相关</td>
|
||
<td class="px-6 py-4">AI算力服务</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">与摩尔线程签署战略合作协议，在AI算力服务、智能算力中心建设等领域合作，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
威星智能
|
||
</th>
|
||
<td class="px-6 py-4">智算相关</td>
|
||
<td class="px-6 py-4">贵安智算中心</td>
|
||
<td class="px-6 py-4">投资合作</td>
|
||
<td class="px-6 py-4">与摩尔线程签署《贵安智算中心项目投资合作协议》，消息来源为季报</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
科华数据
|
||
</th>
|
||
<td class="px-6 py-4">智算相关</td>
|
||
<td class="px-6 py-4">数据中心业务</td>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">与摩尔线程在数据中心业务（包括液冷）、算力业务展开合作，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
光环新网
|
||
</th>
|
||
<td class="px-6 py-4">智算相关</td>
|
||
<td class="px-6 py-4">光环云数据</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">子公司光环云数据战略合作摩尔线程，消息来源为年报</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
麦捷科技
|
||
</th>
|
||
<td class="px-6 py-4">供货</td>
|
||
<td class="px-6 py-4">一体电感</td>
|
||
<td class="px-6 py-4">批量供货</td>
|
||
<td class="px-6 py-4">一体电感和绕线组合电感批量供货摩尔线程，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
利和兴
|
||
</th>
|
||
<td class="px-6 py-4">供货</td>
|
||
<td class="px-6 py-4">客户</td>
|
||
<td class="px-6 py-4">客户关系</td>
|
||
<td class="px-6 py-4">客户包括摩尔线程，消息来源为公告</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
晶丰明源
|
||
</th>
|
||
<td class="px-6 py-4">供货</td>
|
||
<td class="px-6 py-4">DC/DC产品</td>
|
||
<td class="px-6 py-4">客户</td>
|
||
<td class="px-6 py-4">公司DC/DC产品客户包括摩尔线程，消息来源为公告</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
翰博高新
|
||
</th>
|
||
<td class="px-6 py-4">预付对象</td>
|
||
<td class="px-6 py-4">预付款</td>
|
||
<td class="px-6 py-4">-</td>
|
||
<td class="px-6 py-4">2024年半年报显示预付款期末余额1.79亿元，预付对象为摩尔线程，消息来源为半年报</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
青云科技
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">合作摩尔线程，消息来源为公告</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
杰创智能
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">战略合作摩尔线程，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
胜宏科技
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">长期稳定合作</td>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">已与摩尔线程建立长期稳定的合作关系，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
超图软件
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">SuperMap AI</td>
|
||
<td class="px-6 py-4">地理空间AI技术</td>
|
||
<td class="px-6 py-4">地理空间AI技术底座—SuperMap AI合作摩尔线程，消息来源为公告</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
弘信电子
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">战略合作</td>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">2023年与摩尔线程签订战略合作协议，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
平治信息
|
||
</th>
|
||
<td class="px-6 py-4">合作</td>
|
||
<td class="px-6 py-4">天听电子</td>
|
||
<td class="px-6 py-4">适配</td>
|
||
<td class="px-6 py-4">天听电子与摩尔线程完成适配，消息来源为调研</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
中望软件
|
||
</th>
|
||
<td class="px-6 py-4">产品适配</td>
|
||
<td class="px-6 py-4">ZWZCAD Linux</td>
|
||
<td class="px-6 py-4">国产显卡适配</td>
|
||
<td class="px-6 py-4">ZWZCAD Linux产品与摩尔线程等国产显卡适配，消息来源为年报</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
麒麟信安
|
||
</th>
|
||
<td class="px-6 py-4">产品适配</td>
|
||
<td class="px-6 py-4">操作系统、云桌面</td>
|
||
<td class="px-6 py-4">研发适配</td>
|
||
<td class="px-6 py-4">公司操作系统、云桌面产品已开展与摩尔线程产品的研发适配工作，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900 border-b border-slate-700">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
南威软件
|
||
</th>
|
||
<td class="px-6 py-4">产品适配</td>
|
||
<td class="px-6 py-4">技术合作伙伴</td>
|
||
<td class="px-6 py-4">软件适配</td>
|
||
<td class="px-6 py-4">与摩尔线程建立技术合作伙伴关系，公司软件已完成对摩尔芯片的适配，消息来源为互动平台</td>
|
||
</tr>
|
||
<tr class="bg-slate-900">
|
||
<th scope="row" class="px-6 py-4 font-medium text-gray-200 whitespace-nowrap">
|
||
深信服
|
||
</th>
|
||
<td class="px-6 py-4">产品适配</td>
|
||
<td class="px-6 py-4">GPU与云sCloud</td>
|
||
<td class="px-6 py-4">兼容性互认证</td>
|
||
<td class="px-6 py-4">摩尔线程GPU与深信服云sCloud完成产品兼容性互认证，消息来源为官网</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
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<!-- Scripts -->
|
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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// Initialize particles
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tsParticles.load("particles-js", {
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background: {
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color: {
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value: "transparent",
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},
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},
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fpsLimit: 60,
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interactivity: {
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onClick: {
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enable: true,
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},
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onHover: {
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enable: true,
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mode: "repulse",
|
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},
|
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resize: true,
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},
|
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modes: {
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push: {
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quantity: 4,
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},
|
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repulse: {
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distance: 100,
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duration: 0.4,
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},
|
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},
|
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},
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particles: {
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color: {
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value: "#3b82f6",
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},
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color: "#3b82f6",
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enable: true,
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width: 1,
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},
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collisions: {
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enable: true,
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},
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direction: "none",
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default: "bounce",
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random: false,
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speed: 2,
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value: 0.3,
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detectRetina: true,
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</body>
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``` |