709 lines
34 KiB
HTML
709 lines
34 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<title>服务器行业洞察报告</title>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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.card {
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.table {
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.table th, .table td {
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</style>
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</head>
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<body>
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<div id="particles-background" class="fixed inset-0 z-0"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h1 class="text-3xl md:text-4xl font-bold mb-4 text-gradient">服务器行业洞察报告</h1>
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<p class="text-slate-300 mb-2">AI算力需求爆发 + 国产化替代的双重拐点</p>
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<div class="flex flex-wrap gap-2 mt-4">
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<span class="badge badge-blue">AI服务器</span>
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<span class="badge badge-green">国产化替代</span>
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<span class="badge badge-purple">液冷技术</span>
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<span class="badge badge-yellow">东数西算</span>
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</div>
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</div>
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<!-- 概念事件 -->
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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-gradient">概念事件</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="mb-6 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024年2月</h3>
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<p class="text-slate-300">DeepSeek因服务器资源紧张暂停API充值，暴露AI算力供需缺口。</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024年7月</h3>
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<p class="text-slate-300">华为发布昇腾910C服务器，预计2025年出货量达<span class="highlight">1000亿元</span>（华为路演数据）。</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2024年9月</h3>
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<p class="text-slate-300">CFM预测Q2服务器eSSD/DDR5价格回落10%，但AI服务器需求全年仍领涨。</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年1月</h3>
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<p class="text-slate-300">字节跳动计划投资<span class="highlight">1000亿元</span>建设50个数据中心（单中心需1500台2MW柴油发电机）。</p>
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</div>
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</div>
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<div class="mb-6 relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年5月</h3>
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<p class="text-slate-300">服务器重组政策推动国产化，华为鲲鹏/昇腾生态份额提升至<span class="highlight">50%+</span>（信创市场）。</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-gradient">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-indigo-900/30 rounded-lg p-6 mb-6">
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<p class="text-lg text-slate-200 leading-relaxed">
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服务器行业正处于<span class="highlight">AI算力需求爆发+国产化替代</span>的双重拐点：
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</p>
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<ul class="mt-4 space-y-3 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-3"></i>
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<span><strong>短期</strong>：AI服务器（训练+推理）需求呈<span class="highlight">指数级增长</span>（2024-2028年中国市场CAGR <span class="highlight">30.4%</span>），但受制于<span class="highlight">GPU供应瓶颈</span>和<span class="highlight">液冷技术成熟度</span>。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-3"></i>
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<span><strong>长期</strong>：政策驱动的"东数西算"和信创替代将重塑全球供应链，<span class="highlight">国产芯片（昇腾/海光）+液冷方案</span>成为核心变量。</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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<!-- 核心驱动力 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient">技术突破</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">AI算力密度</h4>
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<p class="text-slate-300 text-sm">单机柜功耗从50kW（HGX）跃升至<span class="highlight">198kW（NVL72）</span>，倒逼液冷渗透率从2023年<span class="highlight">13%</span>提升至2028年<span class="highlight">33%</span>（赛迪顾问）。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-300 mb-2">芯片迭代</h4>
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<p class="text-slate-300 text-sm">英伟达B200功耗达<span class="highlight">2700W</span>，华为昇腾910C量产在即（2025年出货<span class="highlight">1000亿元</span>）。</p>
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</div>
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</div>
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</div>
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<div class="card rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient">政策催化</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-green-300 mb-2">信创替代</h4>
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<p class="text-slate-300 text-sm">2025年国产CPU在服务器渗透率目标<span class="highlight">50%+</span>（华为鲲鹏占信创市场<span class="highlight">50%</span>份额）。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-green-300 mb-2">能耗红线</h4>
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<p class="text-slate-300 text-sm">新建数据中心PUE强制<1.3，液冷方案成本已接近风冷（<span class="highlight">2.1万元/IT kW vs 2.5万元</span>）。</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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<!-- 市场热度与情绪 -->
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<div class="card rounded-xl p-6 mb-8">
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<h3 class="text-xl font-bold mb-4 text-gradient">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-300 mb-3">研报密度</h4>
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<p class="text-slate-300 text-sm">2024年Q3-Q4服务器相关路演<span class="highlight">15场+</span>，主题词从"AI训练"转向"推理+液冷"。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4">
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<h4 class="font-semibold text-purple-300 mb-3">情绪分歧</h4>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge badge-green mr-2">乐观派</span>
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<p class="text-slate-300 text-sm">认为2025年AI服务器出货量将达<span class="highlight">80万台</span>（华创路演），液冷市场<span class="highlight">102亿美元</span>。</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-yellow mr-2">谨慎派</span>
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<p class="text-slate-300 text-sm">担忧GPU供应（A800库存仅<span class="highlight">60-70万颗</span>）和国产芯片生态（昇腾910C需<span class="highlight">MindSpore框架适配</span>）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h3 class="text-xl font-bold mb-4 text-gradient">预期差分析</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-amber-900/30 to-orange-900/30 rounded-lg p-5">
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<h4 class="font-semibold text-amber-300 mb-2">被忽略的关键点</h4>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-amber-400 mt-1 mr-3"></i>
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<span><strong>柴油发电机短缺</strong>：2MW机型全球缺货，美国订单排至<span class="highlight">2027年</span>，国内互联网大厂被迫<span class="highlight">自建数据中心</span>（字节1000亿元投资）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-amber-400 mt-1 mr-3"></i>
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<span><strong>液冷暴利</strong>：服务器厂商液冷溢价<span class="highlight">30%</span>（成本仅增加<span class="highlight">10%</span>），浪潮/华为垄断冷板供应链。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge badge-blue mr-3">1</span>
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<p class="text-slate-300"><strong>华为910C量产</strong>：2025年Q2规模出货，昇腾服务器份额或从<span class="highlight">25%→40%</span>（华为路演）。</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-blue mr-3">2</span>
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<p class="text-slate-300"><strong>液冷标准落地</strong>：ODCC计划2025年Q3发布《冷板式液冷技术规范》，推动行业标准化。</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-blue mr-3">3</span>
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<p class="text-slate-300"><strong>字节数据中心招标</strong>：2025年H2启动<span class="highlight">1500台2MW柴油发电机</span>采购，验证需求真实性。</p>
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</div>
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</div>
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</div>
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<div class="card rounded-xl p-6">
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<h3 class="text-xl font-bold mb-4 text-gradient">长期路径（2025-2027）</h3>
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<div class="space-y-3">
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<div class="bg-slate-800/50 rounded-lg p-3">
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<h4 class="font-semibold text-green-300 mb-1">阶段1（2025）</h4>
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<p class="text-slate-300 text-sm">训练服务器主导，英伟达H20/A800供应决定增速。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-3">
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<h4 class="font-semibold text-green-300 mb-1">阶段2（2026）</h4>
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<p class="text-slate-300 text-sm">推理服务器爆发（占比<span class="highlight">60%+</span>），国产芯片（昇腾/海光）替代加速。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-3">
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<h4 class="font-semibold text-green-300 mb-1">阶段3（2027）</h4>
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<p class="text-slate-300 text-sm">液冷+边缘计算融合，单机柜功率突破<span class="highlight">1MW</span>，形成<span class="highlight">"云-边-端"</span>算力网络。</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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<!-- 产业链图谱 -->
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<div class="card rounded-xl p-6 mb-8">
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<h3 class="text-xl font-bold mb-4 text-gradient">产业链图谱</h3>
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<div class="mermaid">
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<div class="flex flex-col items-center">
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<div class="bg-blue-900/50 rounded-lg px-4 py-2 mb-4">上游芯片</div>
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<div class="flex justify-center gap-8 mb-4">
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<div class="bg-purple-900/50 rounded-lg px-4 py-2">GPU: 英伟达/AMD/昇腾</div>
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<div class="bg-purple-900/50 rounded-lg px-4 py-2">CPU: Intel/AMD/海光</div>
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</div>
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<div class="bg-green-900/50 rounded-lg px-4 py-2 mb-4">中游服务器</div>
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<div class="flex justify-center gap-8 mb-4">
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<div class="bg-amber-900/50 rounded-lg px-4 py-2">AI服务器: 浪潮/华为/曙光</div>
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<div class="bg-amber-900/50 rounded-lg px-4 py-2">通用服务器: 联想/新华三</div>
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</div>
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<div class="bg-red-900/50 rounded-lg px-4 py-2 mb-4">下游应用</div>
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<div class="flex justify-center gap-8">
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<div class="bg-indigo-900/50 rounded-lg px-4 py-2">互联网: 字节/腾讯/阿里</div>
|
||
<div class="bg-indigo-900/50 rounded-lg px-4 py-2">运营商: 移动/联通/电信</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gradient">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-slate-300 text-sm font-semibold">公司</th>
|
||
<th class="text-slate-300 text-sm font-semibold">角色</th>
|
||
<th class="text-slate-300 text-sm font-semibold">核心逻辑</th>
|
||
<th class="text-slate-300 text-sm font-semibold">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">浪潮信息</td>
|
||
<td class="text-slate-300">AI服务器龙头</td>
|
||
<td class="text-slate-300">2024年AI服务器市占率<span class="highlight">47%</span>，H20订单占比<span class="highlight">40%</span>（路演数据）</td>
|
||
<td class="text-slate-300">过度依赖英伟达GPU供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">华为</td>
|
||
<td class="text-slate-300">国产化核心</td>
|
||
<td class="text-slate-300">昇腾910C量产+鲲鹏信创<span class="highlight">50%</span>份额，液冷方案全栈自研</td>
|
||
<td class="text-slate-300">生态兼容性（MindSpore vs CUDA）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">中科曙光</td>
|
||
<td class="text-slate-300">超算+AI融合</td>
|
||
<td class="text-slate-300">海光DCU+液冷服务器，政府订单占比<span class="highlight">35%</span></td>
|
||
<td class="text-slate-300">海光芯片产能受限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">欧陆通</td>
|
||
<td class="text-slate-300">服务器电源国产替代</td>
|
||
<td class="text-slate-300">5.5kW AI电源量产，绑定<span class="highlight">戴尔+华为</span>供应链，2025年利润<span class="highlight">2亿+</span>（20倍PE）</td>
|
||
<td class="text-slate-300">台达/光宝技术压制</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">英维克</td>
|
||
<td class="text-slate-300">液冷龙头</td>
|
||
<td class="text-slate-300">2023年数据中心收入<span class="highlight">16.4亿元</span>，毛利率<span class="highlight">32%</span>，字节/腾讯核心供应商</td>
|
||
<td class="text-slate-300">行业价格战风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gradient">验证与证伪</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">浪潮H20订单</h4>
|
||
<p class="text-slate-300 text-sm">路演显示2024年出货<span class="highlight">1.2万台</span>（销售额120亿），但<span class="highlight">毛利率仅2%</span>（远低于通用服务器15%），印证"GPU成本挤压利润"逻辑。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">华为910C产能</h4>
|
||
<p class="text-slate-300 text-sm">2025年目标<span class="highlight">1000亿元</span>出货，需<span class="highlight">10万片/月</span>产能，当前台积电CoWoS产能仅<span class="highlight">3万片/月</span>（存在<span class="highlight">70%缺口</span>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gradient">潜在风险与挑战</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-300 mb-2">技术风险</h4>
|
||
<p class="text-slate-300 text-sm">国产GPU（昇腾910C）FP16算力<span class="highlight">320TFLOPS</span>仅为英伟达H100的<span class="highlight">1/3</span>，大模型训练效率存疑。</p>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-300 mb-2">商业化风险</h4>
|
||
<p class="text-slate-300 text-sm">液冷方案CAPEX虽降，但<span class="highlight">氟化液成本</span>（700元/升）仍是风冷<span class="highlight">3倍</span>，中小企业接受度低。</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-300 mb-2">政策风险</h4>
|
||
<p class="text-slate-300 text-sm">美国对华GPU出口限制若升级，A800库存（<span class="highlight">60-70万颗</span>）仅能支撑<span class="highlight">6个月</span>需求。</p>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-300 mb-2">信息矛盾</h4>
|
||
<p class="text-slate-300 text-sm">研报预测2025年AI服务器<span class="highlight">80万台</span>，但路演专家透露"字节单项目需<span class="highlight">1500台柴油发电机</span>"，实际落地或低于预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gradient">综合结论与投资启示</h3>
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-indigo-900/30 rounded-lg p-5">
|
||
<h4 class="font-semibold text-blue-300 mb-3">阶段判断</h4>
|
||
<p class="text-slate-300">服务器行业处于<span class="highlight">"主题炒作→基本面验证"</span>过渡期，2025年Q2华为910C量产+液冷招标将是关键分水岭。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="font-semibold text-green-300 mb-3">高价值细分</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h5 class="font-medium text-green-200 mb-2">液冷设备</h5>
|
||
<p class="text-slate-300 text-sm">英维克（<span class="highlight">市占率36.8%</span>）、高澜股份（绑定华为）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h5 class="font-medium text-green-200 mb-2">国产电源</h5>
|
||
<p class="text-slate-300 text-sm">欧陆通（<span class="highlight">20倍PE+2亿利润</span>）、麦格米特（<span class="highlight">国际客户突破</span>）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h5 class="font-medium text-green-200 mb-2">边缘AI</h5>
|
||
<p class="text-slate-300 text-sm">中科曙光（<span class="highlight">海光芯片+政府订单</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="font-semibold text-purple-300 mb-3">跟踪指标</h4>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-chart-line text-purple-400 mt-1 mr-3"></i>
|
||
<p class="text-slate-300"><strong>华为910C产能</strong>：2025年Q2台积电CoWoS扩产进度。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-chart-line text-purple-400 mt-1 mr-3"></i>
|
||
<p class="text-slate-300"><strong>液冷招标</strong>：字节跳动1500台柴油发电机订单落地情况。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-chart-line text-purple-400 mt-1 mr-3"></i>
|
||
<p class="text-slate-300"><strong>GPU库存</strong>：A800剩余库存消耗速度（当前<span class="highlight">60-70万颗</span>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-gradient">关联股票数据</h3>
|
||
<div class="table-responsive">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-slate-300 text-sm font-semibold">股票名称</th>
|
||
<th class="text-slate-300 text-sm font-semibold">行业</th>
|
||
<th class="text-slate-300 text-sm font-semibold">分类</th>
|
||
<th class="text-slate-300 text-sm font-semibold">项目</th>
|
||
<th class="text-slate-300 text-sm font-semibold">产业链</th>
|
||
<th class="text-slate-300 text-sm font-semibold">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">高新发展</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">华为系服务器</td>
|
||
<td class="text-slate-300">昇腾+鲲鹏生态</td>
|
||
<td class="text-slate-300">AI服务器</td>
|
||
<td class="text-slate-300">华为系服务器核心供应商，参与昇腾和鲲鹏生态建设，2022年中国AI服务器市场份额占比约25%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">神州数码</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">华为系服务器</td>
|
||
<td class="text-slate-300">华为合作伙伴</td>
|
||
<td class="text-slate-300">IT分销</td>
|
||
<td class="text-slate-300">华为服务器重要合作伙伴，同时为中电港等分销商提供配套服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">烽火通信</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">华为系服务器</td>
|
||
<td class="text-slate-300">国产化服务器</td>
|
||
<td class="text-slate-300">通信设备</td>
|
||
<td class="text-slate-300">华为服务器供应链企业，受益于国产化替代趋势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">拓维信息</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">华为系服务器</td>
|
||
<td class="text-slate-300">鸿蒙系统</td>
|
||
<td class="text-slate-300">软件服务</td>
|
||
<td class="text-slate-300">华为鸿蒙系统生态合作伙伴，参与服务器软件开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">软通动力</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">一体机</td>
|
||
<td class="text-slate-300">华为鲲鹏</td>
|
||
<td class="text-slate-300">IT服务</td>
|
||
<td class="text-slate-300">华为鲲鹏服务器一体机解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">云从科技</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">一体机</td>
|
||
<td class="text-slate-300">AI算法</td>
|
||
<td class="text-slate-300">人工智能</td>
|
||
<td class="text-slate-300">AI算法厂商与服务器硬件结合的一体机方案商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">恒为科技</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">一体机</td>
|
||
<td class="text-slate-300">国产化替代</td>
|
||
<td class="text-slate-300">网络设备</td>
|
||
<td class="text-slate-300">国产化服务器一体机供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">科大讯飞</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">一体机</td>
|
||
<td class="text-slate-300">AI应用</td>
|
||
<td class="text-slate-300">智能语音</td>
|
||
<td class="text-slate-300">AI应用层企业与服务器硬件结合的一体机方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">浪潮信息</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">分销商</td>
|
||
<td class="text-slate-300">AI服务器</td>
|
||
<td class="text-slate-300">服务器制造</td>
|
||
<td class="text-slate-300">2022年中国AI服务器市场份额47%，服务器分销渠道广泛</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">工业富联</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">分销商</td>
|
||
<td class="text-slate-300">智能制造</td>
|
||
<td class="text-slate-300">代工制造</td>
|
||
<td class="text-slate-300">服务器ODM厂商，为多家品牌提供代工服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">中兴通讯</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">分销商</td>
|
||
<td class="text-slate-300">国产化服务器</td>
|
||
<td class="text-slate-300">通信设备</td>
|
||
<td class="text-slate-300">国产服务器供应商，通过分销渠道拓展市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">广电运通</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">分销商</td>
|
||
<td class="text-slate-300">金融IT</td>
|
||
<td class="text-slate-300">金融科技</td>
|
||
<td class="text-slate-300">金融领域服务器分销商，拓展政务等新市场</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">中电港</td>
|
||
<td class="text-slate-300">分销商</td>
|
||
<td class="text-slate-300">电子元器件</td>
|
||
<td class="text-slate-300">芯片分销</td>
|
||
<td class="text-slate-300">半导体</td>
|
||
<td class="text-slate-300">电子元器件分销商，服务服务器产业链</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">紫光股份</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">新华三</td>
|
||
<td class="text-slate-300">网络设备</td>
|
||
<td class="text-slate-300">ICT设备</td>
|
||
<td class="text-slate-300">新华三品牌服务器制造商，2022年中国服务器市场份额17%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">中科曙光</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">中科系服务器</td>
|
||
<td class="text-slate-300">国产化替代</td>
|
||
<td class="text-slate-300">高性能计算</td>
|
||
<td class="text-slate-300">中科院背景的服务器厂商，2022年中国服务器市场份额10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">中国长城</td>
|
||
<td class="text-slate-300">服务器</td>
|
||
<td class="text-slate-300">中电子系</td>
|
||
<td class="text-slate-300">国产化服务器</td>
|
||
<td class="text-slate-300">网络安全</td>
|
||
<td class="text-slate-300">CEC体系内服务器供应商，聚焦国产化替代</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">海光信息</td>
|
||
<td class="text-slate-300">AI芯片</td>
|
||
<td class="text-slate-300">国产CPU</td>
|
||
<td class="text-slate-300">海光DCU</td>
|
||
<td class="text-slate-300">半导体</td>
|
||
<td class="text-slate-300">国产服务器CPU供应商，AI服务器成本占比中CPU占1.9%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">寒武纪</td>
|
||
<td class="text-slate-300">AI芯片</td>
|
||
<td class="text-slate-300">AI加速卡</td>
|
||
<td class="text-slate-300">思元系列</td>
|
||
<td class="text-slate-300">人工智能</td>
|
||
<td class="text-slate-300">AI芯片厂商，服务器AI加速卡供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="text-slate-200 font-medium">景嘉微</td>
|
||
<td class="text-slate-300">AI芯片</td>
|
||
<td class="text-slate-300">国产GPU</td>
|
||
<td class="text-slate-300">JM9系列</td>
|
||
<td class="text-slate-300">半导体</td>
|
||
<td class="text-slate-300">国产GPU厂商，服务器图形处理芯片供应商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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</div>
|
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</div>
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``` |