463 lines
30 KiB
HTML
463 lines
30 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>深度研报：摩尔线程IPO概念</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #010007;
|
||
background-image:
|
||
radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.15) 0px, transparent 50%),
|
||
radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.15) 0px, transparent 50%),
|
||
radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
|
||
radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.15) 0px, transparent 50%),
|
||
radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
|
||
color: #E0E0E0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(20, 20, 40, 0.4);
|
||
backdrop-filter: blur(16px) saturate(180%);
|
||
-webkit-backdrop-filter: blur(16px) saturate(180%);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 24px;
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 0 30px rgba(118, 75, 224, 0.3);
|
||
border-color: rgba(150, 150, 255, 0.3);
|
||
}
|
||
|
||
.fui-title {
|
||
font-family: 'Orbitron', sans-serif;
|
||
text-shadow: 0 0 8px rgba(0, 255, 255, 0.5);
|
||
}
|
||
|
||
.highlight-text {
|
||
color: #82f0f0;
|
||
font-weight: 700;
|
||
}
|
||
|
||
.timeline {
|
||
position: relative;
|
||
padding-left: 2rem;
|
||
}
|
||
|
||
.timeline-item {
|
||
position: relative;
|
||
padding-bottom: 2rem;
|
||
padding-left: 1.5rem;
|
||
}
|
||
|
||
.timeline-item:before {
|
||
content: '';
|
||
position: absolute;
|
||
left: -8px;
|
||
top: 4px;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: rgba(0, 255, 255, 0.3);
|
||
border: 2px solid #00ffff;
|
||
z-index: 10;
|
||
}
|
||
|
||
.timeline-item:after {
|
||
content: '';
|
||
position: absolute;
|
||
left: 0;
|
||
top: 4px;
|
||
bottom: -4px;
|
||
width: 2px;
|
||
background-color: rgba(0, 255, 255, 0.2);
|
||
}
|
||
|
||
.timeline-item:last-child:after {
|
||
display: none;
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 12;
|
||
}
|
||
|
||
@media (min-width: 1024px) {
|
||
.bento-item-span-4 { grid-column: span 4; }
|
||
.bento-item-span-6 { grid-column: span 6; }
|
||
.bento-item-span-8 { grid-column: span 8; }
|
||
.bento-item-span-12 { grid-column: span 12; }
|
||
.bento-item-row-span-2 { grid-row: span 2; }
|
||
}
|
||
|
||
.glow-border {
|
||
position: relative;
|
||
}
|
||
.glow-border::before {
|
||
content: '';
|
||
position: absolute;
|
||
inset: 0;
|
||
border-radius: 24px;
|
||
padding: 1px;
|
||
background: linear-gradient(135deg, rgba(0, 255, 255, 0.4), rgba(130, 0, 255, 0.4));
|
||
-webkit-mask: linear-gradient(#fff 0 0) content-box, linear-gradient(#fff 0 0);
|
||
-webkit-mask-composite: xor;
|
||
mask-composite: exclude;
|
||
pointer-events: none;
|
||
}
|
||
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
<div class="container mx-auto p-4 sm:p-6 lg:p-8">
|
||
|
||
<!-- Header -->
|
||
<header class="text-center py-12">
|
||
<h1 class="fui-title text-5xl md:text-7xl font-bold text-cyan-300">摩尔线程 IPO</h1>
|
||
<p class="mt-4 text-xl text-slate-300">国产GPU第一股 · AI算力与自主可控的时代交响</p>
|
||
<div class="mt-6 text-xs text-slate-500 tracking-wider">
|
||
<p>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</p>
|
||
<p>本报告为AI合成数据，投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<main class="space-y-12">
|
||
|
||
<!-- Concept Event -->
|
||
<section id="concept-event" class="glass-card p-8">
|
||
<h2 class="fui-title text-3xl font-bold mb-6 text-cyan-200 border-b-2 border-cyan-500/20 pb-2">概念事件：里程碑式的高效上市之路</h2>
|
||
<p class="mb-8 text-slate-300">摩尔线程的IPO是中国半导体产业，在全球AI算力需求爆发与“卡脖子”科技封锁双重压力下的标志性事件。其高效的科创板上市流程，彰显了资本市场对“硬科技”企业的战略性支持，标志着国产GPU从一级市场叙事正式迈向二级市场业绩验证的关键转折点。</p>
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<h4 class="font-bold text-lg text-white">上市启动</h4>
|
||
<p class="text-sm text-cyan-300">2024年11月</p>
|
||
<p class="mt-1 text-slate-400">完成股改，于11月13日在北京证监局完成辅导备案登记，由中信证券保荐，正式启动A股上市。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h4 class="font-bold text-lg text-white">审核冲刺</h4>
|
||
<p class="text-sm text-cyan-300">2025年6月-9月</p>
|
||
<p class="mt-1 text-slate-400">6月30日申请获受理，<span class="highlight-text">仅用12天</span>披露招股书；9月26日成功过会，从受理到过会<span class="highlight-text">仅用时88天</span>，体现“科创板1+6新政”支持力度。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h4 class="font-bold text-lg text-white">注册发行</h4>
|
||
<p class="text-sm text-cyan-300">2025年10月-11月</p>
|
||
<p class="mt-1 text-slate-400">10月30日获证监会批准注册；11月20日确定发行价为<span class="highlight-text">114.28元/股</span>。</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<h4 class="font-bold text-lg text-white">正式上市</h4>
|
||
<p class="text-sm text-cyan-300">2025年12月5日</p>
|
||
<p class="mt-1 text-slate-400">于上海证券交易所科创板上市，股票代码 <span class="highlight-text">688795</span>，成为A股市场稀缺的“国产GPU第一股”。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Core Analysis Bento Grid -->
|
||
<section class="bento-grid">
|
||
<div class="bento-item bento-item-span-12 lg:bento-item-span-4 glass-card p-6 glow-border">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">核心观点摘要</h3>
|
||
<p class="text-slate-300">摩尔线程IPO是“国产替代”与“AI算力”两大时代主题交汇的资本里程碑。其稀缺性赋予了高估值预期，但商业化落地与CUDA生态壁垒构成了其未来发展的核心博弈点。当前，概念正从一级市场“叙事驱动”迈向二级市场“业绩验证”的关键转折期。</p>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 lg:bento-item-span-8 glass-card p-6">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">核心驱动力</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li><strong>政策与安全：</strong> 在美国出口限制下，自主可控GPU成国家战略。<span class="highlight-text">88天</span>高效过会是“资本市场与产业创新深度协同”的体现。</li>
|
||
<li><strong>市场与需求：</strong> AI算力需求爆发，中国AI智算GPU市场2029年预计达<span class="highlight-text">3,694亿元</span>。公司业务重心已转向AI智算（2025 H1收入占比<span class="highlight-text">94.85%</span>）。</li>
|
||
<li><strong>团队与技术：</strong> “前英伟达全球副总裁”创立，核心团队具强力背书。自研MUSA架构支撑其“中国版英伟达”的市场定位。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 lg:bento-item-span-8 lg:bento-item-row-span-2 glass-card p-6">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">预期差分析：宏大叙事与经营现实</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">1. 生态壁垒的预期差</h4>
|
||
<p class="text-slate-400">市场强调其“全功能GPU”先进性，但路演揭示现实：自研MUSA架构存在<span class="text-red-400 font-semibold">高昂迁移成本</span>，虽CUDA兼容友好，但<span class="text-red-400 font-semibold">运营商认可度仍低</span>。打破CUDA生态是最大挑战，市场对此认知或不充分。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">2. 国内竞争格局的预期差</h4>
|
||
<p class="text-slate-400">市场视其为绝对龙头，但路演信息显示国内竞争激烈，甚至指出竞争对手<span class="highlight-text">“沐曦股份...规模与盈利均优于摩尔线程”</span>。“第一股”不等于技术或商业的绝对领先。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-white">3. 盈利拐点的预期差</h4>
|
||
<p class="text-slate-400">管理层预测亏损将大幅收窄，但路演中<span class="text-amber-400">“累计亏损达50亿元级触发量产拐点”</span>的说法，暗示盈利之路漫长。市场可能对短期盈利过于乐观，忽略了其仍处战略亏损阶段。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 lg:bento-item-span-4 glass-card p-6">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">近期催化剂 (3-6月)</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>上市后首份财报表现</li>
|
||
<li>头部运营商/银行等重大订单</li>
|
||
<li><span class="highlight-text">80亿</span>募投项目关键节点进展</li>
|
||
<li>竞争对手（如沐曦）IPO动态</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 lg:bento-item-span-4 glass-card p-6">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">长期发展路径</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>技术产品化，追赶国际巨头</li>
|
||
<li>构建MUSA软件生态，降低迁移成本</li>
|
||
<li>向AIPC、智能汽车等终端市场渗透</li>
|
||
<li>实现从战略亏损到盈利的商业闭环</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bento-item bento-item-span-12 glass-card p-6">
|
||
<h3 class="fui-title text-2xl mb-4 text-red-300">潜在风险与挑战</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
|
||
<div>
|
||
<h4 class="font-bold text-red-200">技术风险</h4>
|
||
<p class="text-slate-400">MUSA架构生态脆弱，面临CUDA巨大迁移成本和客户认可度问题。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-red-200">商业化风险</h4>
|
||
<p class="text-slate-400">持续巨额亏损（2024年研发费用超营收），盈利压力大；早期高度依赖政企采购，商业市场突破存不确定性。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-red-200">政策与竞争风险</h4>
|
||
<p class="text-slate-400">已被列入美国“实体清单”，制裁加码或影响供应链；国内沐曦、壁仞等对手竞争激烈，行业“内卷”加剧。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Data & Financials -->
|
||
<section id="key-data" class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<!-- IPO Core Metrics -->
|
||
<div class="glass-card p-8 space-y-4">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">IPO发行核心信息</h3>
|
||
<div class="grid grid-cols-2 gap-4 text-lg">
|
||
<div><p class="text-slate-400 text-sm">股票代码</p><p class="font-bold text-white">688795</p></div>
|
||
<div><p class="text-slate-400 text-sm">发行价</p><p class="font-bold text-white">114.28 元/股</p></div>
|
||
<div><p class="text-slate-400 text-sm">拟募集资金</p><p class="font-bold text-white">80.00 亿元</p></div>
|
||
<div><p class="text-slate-400 text-sm">发行市值</p><p class="font-bold text-white">537.15 亿元</p></div>
|
||
</div>
|
||
<div class="pt-4">
|
||
<p class="text-slate-400 text-sm">募集资金用途</p>
|
||
<p class="text-white">新一代自主可控AI训推一体芯片、图形芯片、AISoC芯片研发及补充流动资金。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Financials Chart -->
|
||
<div class="glass-card p-8">
|
||
<h3 class="fui-title text-2xl mb-4 text-cyan-200">财务表现：高增长与战略性亏损</h3>
|
||
<div id="financials-chart" style="width: 100%; height: 300px;"></div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Ecosystem -->
|
||
<section id="ecosystem" class="glass-card p-8">
|
||
<h2 class="fui-title text-3xl font-bold mb-6 text-cyan-200 border-b-2 border-cyan-500/20 pb-2">产业链图谱与核心公司</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<!-- Upstream -->
|
||
<div class="space-y-2">
|
||
<h4 class="text-xl font-semibold text-white border-l-4 border-cyan-400 pl-3">上游 (供给端)</h4>
|
||
<ul class="list-disc list-inside pl-3 text-slate-300">
|
||
<li><strong>晶圆代工:</strong> 中芯国际</li>
|
||
<li><strong>封装测试:</strong> 华天科技</li>
|
||
<li><strong>核心材料:</strong> 麦捷科技, 利和兴</li>
|
||
<li><strong>IP/EDA:</strong> 国产EDA/IP厂商</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="space-y-2">
|
||
<h4 class="text-xl font-semibold text-white border-l-4 border-purple-400 pl-3">中游 (本体)</h4>
|
||
<ul class="list-disc list-inside pl-3 text-slate-300">
|
||
<li><strong>摩尔线程:</strong> GPU芯片设计与销售</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="space-y-2">
|
||
<h4 class="text-xl font-semibold text-white border-l-4 border-teal-400 pl-3">下游 (应用与生态)</h4>
|
||
<ul class="list-disc list-inside pl-3 text-slate-300">
|
||
<li><strong>智算中心:</strong> 东华软件, 铜牛信息</li>
|
||
<li><strong>大模型适配:</strong> 三六零, 拓尔思, 当虹科技</li>
|
||
<li><strong>软件适配:</strong> 超图软件, 中望软件</li>
|
||
<li><strong>代理分销:</strong> 浙大网新</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-8 border-t border-slate-700 pt-6">
|
||
<h4 class="text-xl font-semibold text-white mb-4">核心玩家深度剖析</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/30 p-4 rounded-xl">
|
||
<h5 class="font-bold text-lg text-cyan-300">逻辑最纯粹的影子股</h5>
|
||
<p class="mt-2 text-slate-300"><strong class="text-white">和而泰 (1.0262%):</strong> A股公司中持股比例最高，直接受益程度最大。<br><strong class="text-white">七匹狼 / 华软科技:</strong> 市值相对较小，“隐蔽资产重估”逻辑使其股价弹性巨大。</p>
|
||
</div>
|
||
<div class="bg-slate-800/30 p-4 rounded-xl">
|
||
<h5 class="font-bold text-lg text-teal-300">最具协同效应的合作伙伴</h5>
|
||
<p class="mt-2 text-slate-300"><strong class="text-white">东华软件:</strong> 四方协议深度绑定，共建“‘甬’字号智算品牌”，合作模式坚实。<br><strong class="text-white">三六零:</strong> 合作打造“360智脑大模型一体机”，软硬件一体化，是生态可用性的关键验证案例。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Table -->
|
||
<section id="stock-list" class="glass-card p-4 sm:p-8">
|
||
<h2 class="fui-title text-3xl font-bold mb-6 text-cyan-200 border-b-2 border-cyan-500/20 pb-2">相关概念股全景</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-base text-cyan-200">
|
||
<th>股票名称</th>
|
||
<th>关联原因</th>
|
||
<th>持股比例 / 合作内容</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 参股方 -->
|
||
<tr class="text-lg font-bold bg-cyan-900/20 text-white"><td colspan="3">参股方 (影子股)</td></tr>
|
||
<tr class="hover"><td>和而泰</td><td><a href="https://valuefrontier.cn/company?scode=002402" target="_blank" class="link link-hover text-cyan-400">002402</a></td><td>公司持有摩尔线程股份比例为1.0262%</td></tr>
|
||
<tr class="hover"><td>七 匹 狼</td><td><a href="https://valuefrontier.cn/company?scode=002029" target="_blank" class="link link-hover text-cyan-400">002029</a></td><td>直接+间接合计持有1.94%股权（据涨幅分析）</td></tr>
|
||
<tr class="hover"><td>华软科技</td><td><a href="https://valuefrontier.cn/company?scode=002453" target="_blank" class="link link-hover text-cyan-400">002453</a></td><td>通过旗下华软资本参与Pre-A、A轮投资</td></tr>
|
||
<tr class="hover"><td>招商证券</td><td><a href="https://valuefrontier.cn/company?scode=600999" target="_blank" class="link link-hover text-cyan-400">600999</a></td><td>间接持股比例为0.366%</td></tr>
|
||
<tr class="hover"><td>ST华通</td><td></td><td>间接参股比例为0.3581%</td></tr>
|
||
<tr class="hover"><td>联美控股</td><td><a href="https://valuefrontier.cn/company?scode=600167" target="_blank" class="link link-hover text-cyan-400">600167</a></td><td>间接持股比例为0.3351%</td></tr>
|
||
<tr class="hover"><td>盈趣科技</td><td><a href="https://valuefrontier.cn/company?scode=002925" target="_blank" class="link link-hover text-cyan-400">002925</a></td><td>持有摩尔线程股份比例为0.3351%</td></tr>
|
||
<tr class="hover"><td>中科蓝讯</td><td><a href="https://valuefrontier.cn/company?scode=688332" target="_blank" class="link link-hover text-cyan-400">688332</a></td><td>持有摩尔线程股份比例为0.3351%</td></tr>
|
||
<tr class="hover"><td>宏力达</td><td><a href="https://valuefrontier.cn/company?scode=688330" target="_blank" class="link link-hover text-cyan-400">688330</a></td><td>间接持股比例为0.3076%</td></tr>
|
||
<!-- 智算相关 -->
|
||
<tr class="text-lg font-bold bg-cyan-900/20 text-white"><td colspan="3">智算与数据中心合作</td></tr>
|
||
<tr class="hover"><td>东华软件</td><td><a href="https://valuefrontier.cn/company?scode=002065" target="_blank" class="link link-hover text-cyan-400">002065</a></td><td>四方协议携手打造“甬”字号智算品牌</td></tr>
|
||
<tr class="hover"><td>铜牛信息</td><td><a href="https://valuefrontier.cn/company?scode=300895" target="_blank" class="link link-hover text-cyan-400">300895</a></td><td>战略合作，在AI算力服务、智算中心建设等方面合作</td></tr>
|
||
<tr class="hover"><td>科华数据</td><td><a href="https://valuefrontier.cn/company?scode=002335" target="_blank" class="link link-hover text-cyan-400">002335</a></td><td>在数据中心业务（含液冷）、算力业务开展合作</td></tr>
|
||
<tr class="hover"><td>光环新网</td><td><a href="https://valuefrontier.cn/company?scode=300383" target="_blank" class="link link-hover text-cyan-400">300383</a></td><td>子公司光环云数据战略合作摩尔线程</td></tr>
|
||
<tr class="hover text-red-400/70"><td>威星智能</td><td><a href="https://valuefrontier.cn/company?scode=002849" target="_blank" class="link link-hover text-red-400">002849</a></td><td>曾签署智算中心项目投资合作协议，<strong class="text-red-300">已终止</strong></td></tr>
|
||
<!-- 大模型合作 -->
|
||
<tr class="text-lg font-bold bg-cyan-900/20 text-white"><td colspan="3">大模型合作</td></tr>
|
||
<tr class="hover"><td>三六零</td><td><a href="https://valuefrontier.cn/company?scode=601360" target="_blank" class="link link-hover text-cyan-400">601360</a></td><td>战略合作，携手打造“360智脑大模型一体机”</td></tr>
|
||
<tr class="hover"><td>当虹科技</td><td><a href="https://valuefrontier.cn/company?scode=688039" target="_blank" class="link link-hover text-cyan-400">688039</a></td><td>深度合作，完成与BlackEye多模态视听大模型的深度融合</td></tr>
|
||
<tr class="hover"><td>拓尔思</td><td><a href="https://valuefrontier.cn/company?scode=300229" target="_blank" class="link link-hover text-cyan-400">300229</a></td><td>拓天大模型与摩尔线程深度适配</td></tr>
|
||
<!-- 上游供货与服务 -->
|
||
<tr class="text-lg font-bold bg-cyan-900/20 text-white"><td colspan="3">上游供货与服务</td></tr>
|
||
<tr class="hover"><td>麦捷科技</td><td><a href="https://valuefrontier.cn/company?scode=300319" target="_blank" class="link link-hover text-cyan-400">300319</a></td><td>一体电感和绕线组合电感批量供货</td></tr>
|
||
<tr class="hover"><td>利和兴</td><td><a href="https://valuefrontier.cn/company?scode=301013" target="_blank" class="link link-hover text-cyan-400">301013</a></td><td>客户包括摩尔线程</td></tr>
|
||
<tr class="hover"><td>华天科技</td><td></td><td>新闻披露有封装测试合作</td></tr>
|
||
<tr class="hover"><td>晶丰明源</td><td><a href="https://valuefrontier.cn/company?scode=688368" target="_blank" class="link link-hover text-cyan-400">688368</a></td><td>DC/DC产品意向客户包括摩尔线程</td></tr>
|
||
<!-- 产品适配与代理 -->
|
||
<tr class="text-lg font-bold bg-cyan-900/20 text-white"><td colspan="3">产品适配与代理</td></tr>
|
||
<tr class="hover"><td>浙大网新</td><td><a href="https://valuefrontier.cn/company?scode=600797" target="_blank" class="link link-hover text-cyan-400">600797</a></td><td>控股子公司为摩尔线程的浙江省总代</td></tr>
|
||
<tr class="hover"><td>超图软件</td><td><a href="https://valuefrontier.cn/company?scode=300036" target="_blank" class="link link-hover text-cyan-400">300036</a></td><td>地理空间AI技术底座SuperMap AIF合作</td></tr>
|
||
<tr class="hover"><td>中望软件</td><td><a href="https://valuefrontier.cn/company?scode=688083" target="_blank" class="link link-hover text-cyan-400">688083</a></td><td>ZWCAD Linux产品完成适配</td></tr>
|
||
<tr class="hover"><td>麒麟信安</td><td><a href="https://valuefrontier.cn/company?scode=688152" target="_blank" class="link link-hover text-cyan-400">688152</a></td><td>操作系统、云桌面产品已开展研发适配工作</td></tr>
|
||
<tr class="hover"><td>深信服</td><td><a href="https://valuefrontier.cn/company?scode=300454" target="_blank" class="link link-hover text-cyan-400">300454</a></td><td>GPU与深信服信云sCloud完成产品兼容性互认证</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('financials-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
crossStyle: { color: '#999' }
|
||
},
|
||
formatter: function (params) {
|
||
let res = params[0].name + '年<br/>';
|
||
params.forEach(item => {
|
||
res += item.marker + ' ' + item.seriesName + ' : ' + Math.abs(item.value) + ' 亿元<br/>';
|
||
});
|
||
return res;
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['营业收入', '归母净利润'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
data: ['2022', '2023', '2024'],
|
||
axisPointer: { type: 'shadow' },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#ccc' }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '营业收入 (亿元)',
|
||
min: 0,
|
||
max: 20,
|
||
interval: 5,
|
||
axisLabel: { formatter: '{value}', color: '#ccc' },
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(0, 255, 255, 0.5)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
},
|
||
{
|
||
type: 'value',
|
||
name: '归母净利润 (亿元)',
|
||
min: -20,
|
||
max: 0,
|
||
interval: 5,
|
||
axisLabel: { formatter: '{value}', color: '#ccc' },
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255, 80, 80, 0.5)' } },
|
||
splitLine: { show: false }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '营业收入',
|
||
type: 'bar',
|
||
tooltip: { valueFormatter: function (value) { return value + ' 亿元'; } },
|
||
data: [0.46, 1.24, 4.38],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#00ffff' },
|
||
{ offset: 1, color: '#0088ff' }
|
||
])
|
||
}
|
||
},
|
||
{
|
||
name: '归母净利润',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
tooltip: { valueFormatter: function (value) { return value + ' 亿元'; } },
|
||
data: [-18.94, -17.03, -16.18],
|
||
smooth: true,
|
||
itemStyle: { color: '#ff5050' },
|
||
lineStyle: { width: 3 }
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |