602 lines
38 KiB
HTML
602 lines
38 KiB
HTML
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<!-- Header -->
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<header class="text-center p-8 glass-card">
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<h1 class="text-4xl md:text-5xl font-bold glow-text mb-2">华为云 (Huawei Cloud)</h1>
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<h2 class="text-2xl md:text-3xl font-light glow-text-secondary">AI驱动的全栈云解决方案深度投研</h2>
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<p class="mt-4 text-sm text-gray-400 max-w-3xl mx-auto">
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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。
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</p>
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</header>
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<!-- Core Insight Section -->
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<section id="insight" class="glass-card p-6 md:p-10 space-y-8">
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<h2 class="text-3xl font-bold section-title glow-text mb-6">核心投研洞察 (Core Investment Insight)</h2>
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<div class="prose prose-invert max-w-none prose-p:text-gray-300 prose-headings:text-gray-100 prose-strong:text-cyan-300">
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<h3 class="glow-text-secondary">1. 核心观点摘要</h3>
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<p>华为云正处于从传统的云基础设施提供商向 <strong>“AI原生全栈解决方案领导者”</strong> 的关键转型期。其核心驱动力源于<strong>技术栈的自主可控（昇腾芯片+盘古大模型+CloudMatrix架构）</strong>与<strong>国产化替代的时代机遇</strong>的双重叠加。当前，市场已充分认知其在国产AI算力领域的龙头地位，未来潜力在于能否成功将领先的技术实力转化为更广泛的商业化落地和繁荣的开发者生态。</p>
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<h3 class="glow-text-secondary">2. 核心逻辑与市场认知分析</h3>
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<h4>核心驱动力</h4>
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<ul>
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<li><strong>全栈技术自主可控：</strong> 这是华为云最根本的护城河。打通了从底层芯片（昇腾NPU、鲲鹏CPU）、到AI原生基础设施（CloudMatrix）、AI框架（MindSpore）、AI大模型（盘古系列）乃至上层应用开发平台（开天aPaaS、Versatile智能体平台）的全链路，成为政企客户实现技术安全和供应链安全的可靠选择。</li>
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<li><strong>AI-Native战略转型：</strong> 2025年8月的组织架构调整明确将智算和AI PaaS作为核心业务，战略已从“Cloud for AI”进化为“AI in Cloud”。AI不再是云上的一个服务，而是云的底层逻辑和核心能力。</li>
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<li><strong>政企市场深度绑定：</strong> 在政务云、金融云、工业互联网等关键行业持续保持市场份额第一。深厚的客户基础和行业know-how为其盘古行业大模型的落地提供了天然的场景优势和数据壁垒。</li>
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</ul>
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<h4>市场热度与预期差</h4>
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<p>市场对华为云概念保持高度关注，情绪整体乐观。然而存在预期差：</p>
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<ol>
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<li><strong>正面预期差：</strong> 市场可能<strong>低估了其全栈优化带来的性能追赶速度和生态整合能力</strong>。如快速实现满血版DeepSeek部署，美图公司通过昇腾云服务实现推理性能提升30%，均证明了其强大的工程化和优化能力。</li>
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<li><strong>潜在风险预期差：</strong> 市场可能<strong>忽略了高速扩张背后的管理挑战</strong>。2025年10月对云业务的内部追责事件是一个强烈的警示信号，表明公司在面临巨大业绩压力时，内部管理和业务真实性可能存在风险。</li>
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</ol>
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<h3 class="glow-text-secondary">3. 关键催化剂与未来发展路径</h3>
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<h4>近期催化剂（3-6个月）</h4>
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<ul>
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<li><strong>盘古大模型商业化成果披露：</strong> 关注其行业大模型的具体签约客户数量、合同金额及量化价值提升数据。</li>
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<li><strong>昇腾云服务承载更多顶级国产大模型：</strong> 若有更多头部大模型上线，将强化其作为国产AI算力“底座”的共识。</li>
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<li><strong>CloudDevice云终端市场进展：</strong> 云手机、云PC等业务的实际出货量将是“云端一体”战略的试金石。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ol>
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<li><strong>第一阶段 (当前):</strong> 基础设施和算力底座构建期，推广昇腾AI云服务和CloudMatrix。</li>
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<li><strong>第二阶段 (中期):</strong> 平台和服务价值凸显期，通过盘古大模型、Versatile智能体平台等降低AI开发门槛，实现从“卖算力”到“卖能力”的转变。</li>
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<li><strong>第三阶段 (远景):</strong> AI Agent与全场景智能生态期，与鸿蒙生态、终端设备深度融合，成为驱动全场景智慧生活的操作系统级云平台。</li>
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</ol>
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<h3 class="glow-text-secondary">4. 潜在风险与挑战</h3>
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<ul>
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<li><strong>技术风险：</strong> 昇腾生态与英伟达CUDA相比，在开发者工具链、社区活跃度等方面仍有较大差距，易用性需持续打磨。</li>
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<li><strong>商业化风险：</strong> 云计算是重资产行业，盈利压力巨大。内部追责事件侧面反映了增长压力，可能影响长期健康发展。</li>
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<li><strong>竞争风险：</strong> 国内市场竞争加剧，阿里云、腾讯云等也在加速AI布局，可能引发价格战。</li>
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<li><strong>信息交叉验证风险：</strong> 市场信息传递存在失真可能（如路演中的技术术语错误），且战略宣传与内部治理存在矛盾，投资者需辩证看待。</li>
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</ul>
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</div>
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</section>
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<!-- Bento Grid & Charts Section -->
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<section id="data-visualization">
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<h2 class="text-3xl font-bold section-title glow-text mb-6">关键数据仪表盘 (Key Data Dashboard)</h2>
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<div class="bento-grid">
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<div class="glass-card p-6 md:col-span-2 lg:col-span-1">
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<h3 class="font-semibold text-lg glow-text-secondary mb-2">中国云市场份额 (2025 Q1)</h3>
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<p class="text-sm text-gray-400 mb-4">据Canalys数据，华为云以18%份额位列第二，同比增长18%。</p>
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<div id="market-share-chart" style="width: 100%; height: 300px;"></div>
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</div>
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<div class="glass-card p-6 md:col-span-2 lg:col-span-2">
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<h3 class="font-semibold text-lg glow-text-secondary mb-2">AI业务高速增长</h3>
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<p class="text-sm text-gray-400 mb-4">截至2025年9月，华为云AI业务关键指标同比显著提升。</p>
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<div id="ai-growth-chart" style="width: 100%; height: 300px;"></div>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center">
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<h3 class="font-semibold text-lg glow-text-secondary mb-2">旗舰算力产品</h3>
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<p class="text-4xl font-bold glow-text">CloudMatrix 384</p>
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<p class="text-gray-300">提供高达 <span class="text-xl text-white font-semibold">300 Pflops</span> 算力</p>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center">
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<h3 class="font-semibold text-lg glow-text-secondary mb-2">大模型新高度</h3>
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<p class="text-4xl font-bold glow-text">盘古 5.5</p>
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<p class="text-gray-300">MoE <span class="text-xl text-white font-semibold">7180亿</span> 参数</p>
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</div>
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<div class="glass-card p-6 flex flex-col justify-center">
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<h3 class="font-semibold text-lg glow-text-secondary mb-2">战略聚焦</h3>
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<p class="text-3xl font-bold glow-text">"3+2+1" 业务</p>
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<p class="text-gray-300">通算, 智算, 存储, AI PaaS, 数据库, 安全</p>
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</div>
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</div>
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</section>
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<!-- Timeline Section -->
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<section id="timeline">
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<h2 class="text-3xl font-bold section-title glow-text mb-8">关键事件时间轴 (Key Event Timeline)</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 timeline-item-glow"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10 glass-card p-4">
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<time class="font-mono italic">2024.09</time>
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<div class="text-lg font-black glow-text">AI基础设施发布</div>
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在华为全联接大会发布AI原生云基础设施架构CloudMatrix，标志底层架构向AI原生演进。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 timeline-item-glow"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10 glass-card p-4">
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<time class="font-mono italic">2025.02</time>
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<div class="text-lg font-black glow-text">AI生态关键突破</div>
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与硅基流动联合首发基于昇腾云服务的DeepSeek大模型推理服务，成功承载顶级第三方大模型。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 timeline-item-glow"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10 glass-card p-4">
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<time class="font-mono italic">2025.06</time>
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<div class="text-lg font-black glow-text">旗舰产品与大模型发布</div>
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基于CloudMatrix384超节点的昇腾AI云服务上线；发布盘古大模型5.5（7180亿参数）；发布云终端产品CloudDevice。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 timeline-item-glow"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10 glass-card p-4">
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<time class="font-mono italic">2025.08</time>
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<div class="text-lg font-black glow-text">战略聚焦AI</div>
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进行重大组织架构调整，整合上千人，聚焦“3+2+1”业务，将AI发展置于绝对重心。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 timeline-item-glow"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end glass-card p-4">
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<time class="font-mono italic">2025.11</time>
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<div class="text-lg font-black glow-text">高层人事变动</div>
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原数据存储产品线总裁周跃峰出任华为云CEO，张平安担任董事长，进一步整合资源。
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</div>
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</li>
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</ul>
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</section>
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<!-- Data Vault Section -->
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<section id="data-vault" x-data="{ tab: 'news' }">
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<h2 class="text-3xl font-bold section-title glow-text mb-6">情报资料库 (Data Vault)</h2>
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<div class="flex border-b border-white/20 mb-6">
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<button @click="tab = 'news'" :class="{ 'active': tab === 'news' }" class="custom-tab px-4 py-2 border-b-2 border-transparent">新闻数据</button>
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||
<button @click="tab = 'roadshows'" :class="{ 'active': tab === 'roadshows' }" class="custom-tab px-4 py-2 border-b-2 border-transparent">路演纪要</button>
|
||
<button @click="tab = 'reports'" :class="{ 'active': tab === 'reports' }" class="custom-tab px-4 py-2 border-b-2 border-transparent">研报精粹</button>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 min-h-[400px]">
|
||
<!-- News Data -->
|
||
<div x-show="tab === 'news'" x-transition class="space-y-4">
|
||
<details class="p-2 rounded-lg hover:bg-white/5" open>
|
||
<summary class="font-semibold text-lg">公司战略、组织架构与内部管理</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-cyan-500/50 text-gray-300 space-y-2">
|
||
<p><strong>高层人事变动:</strong> 2025-11-28，周跃峰出任华为云CEO，张平安担任董事长。</p>
|
||
<p><strong>组织调整:</strong> 2025-08-23，进行重大重组，聚焦3+2+1业务（通算、智算、存储、AI PaaS、数据库、安全），将AI发展置于重心。</p>
|
||
<p><strong>内部问责:</strong> 2025-10-18，就云业务造假问题处分多位高管，包括时任负责人张平安被连降三等。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">产品、服务与技术创新</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-cyan-500/50 text-gray-300 space-y-2">
|
||
<p><strong>盘古大模型5.5:</strong> 2025-06-20发布，包括MoE 7180亿参数深度思考模型。</p>
|
||
<p><strong>CloudMatrix架构:</strong> 2024-09-20发布，实现CPU、NPU、DPU等资源池化、对等、可组合。</p>
|
||
<p><strong>CloudMatrix384超节点:</strong> 2025-06-20上线，单节点提供300Pflops算力，单卡推理吞吐量达2300Tokens/s。</p>
|
||
<p><strong>企业级智能体平台Versatile:</strong> 2025-09-19推出，将开发工作量缩短至3人天，效率提升10倍。</p>
|
||
<p><strong>云终端CloudDevice:</strong> 2025-06-24发布，涵盖云手机、云PC，实现4K 90FPS超清画质、60ms超低时延。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">市场表现与客户增长</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-cyan-500/50 text-gray-300 space-y-2">
|
||
<p><strong>市场份额:</strong> 2025年Q1，以18%份额位列中国大陆第二，营收同比增长18% (Canalys)。</p>
|
||
<p><strong>AI服务增长:</strong> 2025年9月，AI算力规模同比增长268%，昇腾AI云服务客户从321家增至1805家。</p>
|
||
<p><strong>华为云Stack客户:</strong> 全球超过5500家政企客户选择。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
|
||
<!-- Roadshow Data -->
|
||
<div x-show="tab === 'roadshows'" x-transition class="space-y-4">
|
||
<details class="p-2 rounded-lg hover:bg-white/5" open>
|
||
<summary class="font-semibold text-lg">核心观点：国产算力生态</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-purple-500/50 text-gray-300 space-y-2">
|
||
<p><strong>华为云与国产芯片性能释放:</strong> 通过DeepSeek项目，基于昇腾芯片提升底层性能，尤其在通信和国产卡优化上取得突破。</p>
|
||
<p><strong>国产卡生态循环:</strong> 华为因提前布局算力，其上架率和使用率显著高于行业平均水平。2024年2月完成昇腾版DeepSeek部署，加速生态闭环。</p>
|
||
<p><strong>国产替代趋势:</strong> 受美国禁令影响，国产算力（如华为昇腾）需求上升，客户接受度提高（“宁可用国产，不等进口”）。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">行业深度合作案例</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-purple-500/50 text-gray-300 space-y-2">
|
||
<p><strong>云鼎科技 (矿山):</strong> 合作推出“盘古矿山大模型”，孵化20+煤炭场景，开发矿鸿终端设备，替代国外PLC控制系统。</p>
|
||
<p><strong>云从科技 (AI视觉):</strong> 基于昇腾芯片的国产化算力适配，联合开发软硬一体方案（推理一体机），并与华为军团（港口、煤矿）联合拓展市场。</p>
|
||
<p><strong>玄武云 (SaaS):</strong> 与华为合作推出基于盘古的“玄武大模型”，专攻零售与金融领域，并加入鸿蒙生态。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">生态伙伴动态</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-purple-500/50 text-gray-300 space-y-2">
|
||
<p><strong>云赛智联:</strong> 2023年底采购5000张华为昇腾910芯片。</p>
|
||
<p><strong>怡合达:</strong> 签署战略协议，选择华为云支持内部数字化转型，涉及IPE/ISC等模块。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
|
||
<!-- Research Reports Data -->
|
||
<div x-show="tab === 'reports'" x-transition class="space-y-4">
|
||
<details class="p-2 rounded-lg hover:bg-white/5" open>
|
||
<summary class="font-semibold text-lg">技术与产品解读</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-green-500/50 text-gray-300 space-y-2">
|
||
<p><strong>昇腾AI云服务:</strong> 定位为“大模型时代的最佳云化全栈算力服务”，打造6A FAMILY算力沃土，支持百模千态。</p>
|
||
<p><strong>弹性内存存储服务(EMS):</strong> 全球首创，将云架构升级为“计算-内存-存储”三层，解决AI场景存力痛点。</p>
|
||
<p><strong>盘古CV大模型:</strong> 解决AI落地“碎片化困境”，实现类似工业流水线快速生成场景化模型，已应用于铁路故障检测、门店管理等。</p>
|
||
<p><strong>CodeArts Snap智能编程助手:</strong> 学习760亿行代码，可使开发效率提升10倍以上。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">市场领导地位 (IDC/沙利文报告)</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-green-500/50 text-gray-300 space-y-2">
|
||
<p><strong>政企云市场领跑:</strong> 在政务云、金融云、工业互联网、汽车云等多个行业市场份额领先。</p>
|
||
<p><strong>技术领域领先:</strong> 在混合云、数据库、云桌面、AI、云容器、DevOps等9个技术领域保持领先地位。</p>
|
||
<p><strong>金融云市场:</strong> 华为云Stack连续五次位居IDC报告第一。</p>
|
||
</div>
|
||
</details>
|
||
<details class="p-2 rounded-lg hover:bg-white/5">
|
||
<summary class="font-semibold text-lg">方法论与行业实践</summary>
|
||
<div class="mt-2 pl-4 border-l-2 border-green-500/50 text-gray-300 space-y-2">
|
||
<p><strong>PRIME模型:</strong> 提出卓越企业PRIME模型，为企业提供高效运用“云”“AI”的策略和方法，已在海亮集团、美图等企业实践。</p>
|
||
<p><strong>数字孪生实践:</strong> 依托河图KooMap、开天aPaaS等技术，在深圳福田、江西梨温高速、中东电力等项目落地数字孪生解决方案。</p>
|
||
<p><strong>客服AI助手:</strong> 华为云内部实践，基于盘古38B大模型，使工单平均处理时长下降35.11%。</p>
|
||
</div>
|
||
</details>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Associated Stocks Section -->
|
||
<section id="stocks">
|
||
<h2 class="text-3xl font-bold section-title glow-text mb-6">相关产业链公司 (Associated Stocks)</h2>
|
||
<div class="glass-card overflow-x-auto">
|
||
<table class="table table-zebra-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>合作级别/标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 核心级 -->
|
||
<tr class="hover">
|
||
<td class="font-semibold">软通动力</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301236" target="_blank" class="link link-hover text-cyan-400">301236</a></td>
|
||
<td>华为云官方认证合作伙伴，IT服务行业龙头，深度绑定华为云业务。</td>
|
||
<td><div class="badge badge-error gap-2">核心级解决方案</div> <div class="badge badge-accent gap-2">总经销商</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">赛意信息</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300687" target="_blank" class="link link-hover text-cyan-400">300687</a></td>
|
||
<td>华为云官方认证合作伙伴，IT服务提供商，与华为云在解决方案层面深度合作。</td>
|
||
<td><div class="badge badge-error gap-2">核心级解决方案</div> <div class="badge badge-info gap-2">优选级客服商</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">常山北明</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000158" target="_blank" class="link link-hover text-cyan-400">000158</a></td>
|
||
<td>华为云官方认证合作伙伴，提供昇腾AI算力，IT服务领域核心伙伴。</td>
|
||
<td><div class="badge badge-error gap-2">核心级解决方案</div> <div class="badge badge-neutral gap-2">云经销商</div></td>
|
||
</tr>
|
||
<!-- 总经销商 -->
|
||
<tr class="hover">
|
||
<td class="font-semibold">拓维信息</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="link link-hover text-cyan-400">002261</a></td>
|
||
<td>华为云及鲲鹏、昇腾、鸿蒙生态核心伙伴，软件开发与服务。</td>
|
||
<td><div class="badge badge-accent gap-2">总经销商</div> <div class="badge badge-warning gap-2">领先级解决方案</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">中青宝</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300052" target="_blank" class="link link-hover text-cyan-400">300052</a></td>
|
||
<td>华为云总经销商之一，业务涉及游戏及云服务分销。</td>
|
||
<td><div class="badge badge-accent gap-2">总经销商</div> <div class="badge badge-primary gap-2">优选级解决方案</div></td>
|
||
</tr>
|
||
<!-- 领先级 -->
|
||
<tr class="hover">
|
||
<td class="font-semibold">神州数码</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000034" target="_blank" class="link link-hover text-cyan-400">000034</a></td>
|
||
<td>国内领先的IT分销商，昇腾服务器分销商，直接受益于AI算力硬件需求。</td>
|
||
<td><div class="badge badge-warning gap-2">领先级解决方案</div> <div class="badge badge-neutral gap-2">云经销商</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">云赛智联</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600602" target="_blank" class="link link-hover text-cyan-400">600602</a></td>
|
||
<td>路演透露采购5000张昇腾910，深度参与国产算力建设。</td>
|
||
<td><div class="badge badge-warning gap-2">领先级解决方案</div> <div class="badge badge-neutral gap-2">云经销商</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">众诚科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=835207" target="_blank" class="link link-hover text-cyan-400">835207</a></td>
|
||
<td>华为云官方认证合作伙伴，软件开发领域领先伙伴。</td>
|
||
<td><div class="badge badge-warning gap-2">领先级解决方案</div> <div class="badge badge-info gap-2">优选级客服商</div></td>
|
||
</tr>
|
||
<!-- 优选级&其他 -->
|
||
<tr class="hover">
|
||
<td class="font-semibold">蜂助手</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301382" target="_blank" class="link link-hover text-cyan-400">301382</a></td>
|
||
<td>华为鸿蒙+云终端合作伙伴，推动云手机、云PC等业务发展。</td>
|
||
<td><div class="badge badge-ghost gap-2">云商店商家</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">英方软件</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688435" target="_blank" class="link link-hover text-cyan-400">688435</a></td>
|
||
<td>华为云官方认证合作伙伴，数据复制与灾备软件提供商。</td>
|
||
<td><div class="badge badge-primary gap-2">优选级解决方案</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">电科数字</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600850" target="_blank" class="link link-hover text-cyan-400">600850</a></td>
|
||
<td>在私有云部署和公有云服务上与华为云均有合作。</td>
|
||
<td><div class="badge badge-warning gap-2">领先级解决方案</div></td>
|
||
</tr>
|
||
<tr class="hover">
|
||
<td class="font-semibold">用友网络</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600588" target="_blank" class="link link-hover text-cyan-400">600588</a></td>
|
||
<td>企业云服务龙头，其ERP等产品与华为云适配。</td>
|
||
<td><div class="badge badge-info gap-2">优选级客服商</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center text-xs text-gray-500 py-4">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p>本报告由人工智能基于公开信息合成，不构成任何投资建议，市场有风险，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
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|
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|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
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left: 10,
|
||
data: ['阿里云', '华为云', '腾讯云', '天翼云', '其他'],
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
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|
||
// Note: The provided data only has Huawei Cloud. Other numbers are illustrative based on typical market distribution.
|
||
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|
||
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|
||
{ value: 15, name: '腾讯云' },
|
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|
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marketShareChart.setOption(marketShareOption);
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||
|
||
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|
||
axisLine: { lineStyle: { color: '#888' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: 'AI算力规模增长',
|
||
type: 'bar',
|
||
data: [268, 0], // Placeholder for the second category
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#2563eb' },
|
||
{ offset: 1, color: '#3b82f6' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%'
|
||
}
|
||
},
|
||
{
|
||
name: '昇腾服务客户数增长',
|
||
type: 'bar',
|
||
data: [0, 1805-321], // Placeholder for the first category
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 1, 0, [
|
||
{ offset: 0, color: '#7c3aed' },
|
||
{ offset: 1, color: '#a78bfa' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: function (params) {
|
||
return `增长 ${params.value} 家 (至1805)`;
|
||
}
|
||
}
|
||
}
|
||
]
|
||
};
|
||
aiGrowthChart.setOption(aiGrowthOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
marketShareChart.resize();
|
||
aiGrowthChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |