624 lines
32 KiB
HTML
624 lines
32 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>RWA上链— IoT设备数据采集</title>
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#particles-js {
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</style>
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</head>
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<body class="bg-gray-50 text-gray-800">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">RWA上链— IoT设备数据采集</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">现实世界资产代币化的技术标准与商业化落地</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-indigo-700 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="mb-4">
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<h3 class="text-xl font-semibold mb-2">背景与催化事件</h3>
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<p class="mb-4">2025年3月26日，中国信通院与蚂蚁数科牵头立项《可信区块链实体资产可信上链技术规范》，首次系统性提出<span class="font-semibold text-purple-600">IoT设备数据采集+区块链上链</span>的技术框架，标志着RWA（Real World Asset，现实世界资产代币化）从概念验证进入标准化阶段。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mt-6">
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<div class="bg-indigo-50 rounded-lg p-4 border-l-4 border-indigo-500">
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<div class="text-indigo-700 font-bold mb-1">2025-03-26</div>
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<div class="text-sm">首个RWA技术规范立项，明确IoT设备为数据采集核心入口</div>
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</div>
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<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
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<div class="text-purple-700 font-bold mb-1">2025-06-27</div>
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<div class="text-sm">海南华铁完成260亿元资产上链（高空作业平台+算力设备）</div>
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</div>
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<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
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<div class="text-blue-700 font-bold mb-1">2025-07-30</div>
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<div class="text-sm">香港将召开"全球RWA数据产业大会"，启动国际标准建设</div>
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</div>
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</div>
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</div>
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<div class="bg-gray-50 rounded-lg p-4 mt-4">
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<h4 class="font-semibold mb-2 text-gray-700">底层逻辑</h4>
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<p>通过IoT设备实时采集资产运行数据（如充电桩充电量、光伏电站发电量），经区块链存证后生成可交易的数字通证，解决传统资产证券化中的<span class="font-semibold text-red-500">数据不透明、估值难、流动性差</span>问题。</p>
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</div>
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</div>
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<!-- 核心观点摘要部分 -->
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<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<div class="text-xl font-bold mb-2">阶段判断</div>
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<p>RWA上链已从"政策驱动"进入"商业化落地"初期，<span class="font-bold">IoT设备数据采集是技术落地的唯一入口</span>。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<div class="text-xl font-bold mb-2">核心驱动力</div>
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<p>香港稳定币条例（2025-08-01生效）+蚂蚁链"两链一桥"架构（内地链存证+香港链发行），形成<span class="font-bold">"数据-资产-资金"闭环</span>。</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
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<div class="text-xl font-bold mb-2">未来潜力</div>
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<p>2030年全球RWA市场规模或达<span class="font-bold">16万亿美元</span>（波士顿咨询预测），IoT设备渗透率每提升1%，可释放<span class="font-bold">千亿级数据资产价值</span>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-600">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-indigo-100 rounded-full p-2 mr-3">
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<i class="fas fa-microchip text-indigo-600"></i>
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</div>
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<div>
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<h4 class="font-semibold">技术突破</h4>
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<p class="text-sm">蚂蚁链Jovay平台实现<span class="font-bold">10万TPS+100毫秒响应</span>，支持IoT设备毫秒级数据上链（2025-04-30新闻）。</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-purple-100 rounded-full p-2 mr-3">
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<i class="fas fa-landmark text-purple-600"></i>
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</div>
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<div>
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<h4 class="font-semibold">政策红利</h4>
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<p class="text-sm">香港《稳定币条例》明确<span class="font-bold">港元稳定币可锚定国内资产</span>（如海南华铁260亿设备），打通跨境融资渠道。</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-100 rounded-full p-2 mr-3">
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<i class="fas fa-chart-line text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-semibold">成本拐点</h4>
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<p class="text-sm">IoT模组成本已降至<span class="font-bold">5美元/个</span>（广和通可信上链模组），规模化部署具备经济性。</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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<h3 class="text-xl font-semibold mb-3 text-purple-600">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="bg-gray-50 rounded-lg p-3">
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<div class="flex justify-between items-center mb-1">
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<span class="font-semibold">新闻热度</span>
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<span class="bg-red-100 text-red-800 text-xs font-bold px-2 py-1 rounded">+340%</span>
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</div>
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<p class="text-sm">2025年6-7月"RWA"关键词搜索量环比增长340%（36氪数据）。</p>
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</div>
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<div class="bg-gray-50 rounded-lg p-3">
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<div class="flex justify-between items-center mb-1">
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<span class="font-semibold">研报密集度</span>
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<span class="bg-blue-100 text-blue-800 text-xs font-bold px-2 py-1 rounded">12篇</span>
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</div>
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<p class="text-sm">民生、中信等6家券商在30天内发布12篇RWA专题报告，聚焦IoT+区块链融合。</p>
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</div>
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<div class="bg-gray-50 rounded-lg p-3">
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<div class="font-semibold mb-1">情绪分歧</div>
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<div class="grid grid-cols-2 gap-2 text-sm">
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<div class="bg-green-50 p-2 rounded">
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<div class="font-semibold text-green-700">乐观派</div>
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<p>认为IoT数据上链将重构重资产行业</p>
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</div>
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<div class="bg-yellow-50 p-2 rounded">
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<div class="font-semibold text-yellow-700">谨慎派</div>
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<p>担忧国内政策限制金融类RWA发行</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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</div>
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<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4 rounded">
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<h3 class="text-lg font-semibold mb-2 text-yellow-700">预期差分析</h3>
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<ul class="list-disc pl-5 space-y-1">
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<li><span class="font-semibold">数据所有权争议</span>：IoT设备采集的数据归属权（设备方/平台方/用户）尚未明确，可能影响RWA估值。</li>
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<li><span class="font-semibold">技术黑箱</span>：路演中海南华铁承认"260亿资产上链"实为<span class="text-red-500">未来收益权折现</span>（实际可融资规模<20亿），存在夸大宣传风险。</li>
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</ul>
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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="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-600">近期催化剂（3-6个月）</h3>
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<div class="space-y-4 relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="font-bold text-indigo-700">香港稳定币交易所落地</div>
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<div class="text-sm text-gray-600">2025-08-01</div>
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<p class="mt-1">首批RWA项目（协鑫光伏、朗新充电桩）或集中上线。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-purple-50 rounded-lg p-4">
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<div class="font-bold text-purple-700">海南封关政策</div>
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<div class="text-sm text-gray-600">2025年Q3</div>
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<p class="mt-1">Web3试点开放，海南华铁或推出<span class="font-semibold">算力稳定币</span>（锚定GPU算力收益）。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-blue-50 rounded-lg p-4">
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<div class="font-bold text-blue-700">技术标准发布</div>
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<div class="text-sm text-gray-600">2025-Q4</div>
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<p class="mt-1">《可信区块链实体资产上链技术规范》预计正式发布，明确IoT设备数据格式与接口标准。</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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<h3 class="text-xl font-semibold mb-4 text-purple-600">长期路径（2025-2030）</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-indigo-50 to-white rounded-lg p-4 border border-indigo-100">
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<div class="flex items-center mb-2">
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<div class="bg-indigo-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
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<div class="font-bold text-indigo-700">阶段1（2025-2026）</div>
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</div>
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<p>新能源资产（光伏/充电桩）RWA规模化，IoT设备渗透率>50%。</p>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-white rounded-lg p-4 border border-purple-100">
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<div class="flex items-center mb-2">
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<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
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<div class="font-bold text-purple-700">阶段2（2027-2028）</div>
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</div>
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<p>扩展至房地产、知识产权，需<span class="font-semibold">高精度IoT传感器</span>（如房产结构健康监测）。</p>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-white rounded-lg p-4 border border-blue-100">
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">3</div>
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<div class="font-bold text-blue-700">阶段3（2029-2030）</div>
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</div>
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<p>形成<span class="font-semibold">"数据即资产"</span>市场，IoT数据可直接质押融资（类似仓单质押）。</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-indigo-700 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-purple-600">产业链图谱</h3>
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<div class="flex flex-wrap justify-center gap-4">
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<div class="bg-indigo-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-indigo-700 font-bold mb-1">上游</div>
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<div class="text-sm">IoT设备</div>
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<div class="text-xs text-gray-600 mt-1">雪迪龙、日海智能、广和通</div>
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</div>
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<div class="bg-purple-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-purple-700 font-bold mb-1">中游</div>
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<div class="text-sm">区块链平台</div>
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<div class="text-xs text-gray-600 mt-1">蚂蚁数科、中科金财</div>
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</div>
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<div class="bg-blue-100 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-blue-700 font-bold mb-1">下游</div>
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<div class="text-sm">RWA发行方</div>
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<div class="text-xs text-gray-600 mt-1">海南华铁、朗新集团、协鑫能科</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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<h3 class="text-xl font-semibold mb-3 text-purple-600">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200">
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<thead>
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<tr class="bg-gray-50">
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">公司</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">角色</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">进展</th>
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<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">风险</th>
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</tr>
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</thead>
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<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">海南华铁</td>
|
||
<td class="py-3 px-4 border-b">资产方+发行方</td>
|
||
<td class="py-3 px-4 border-b">260亿设备上链，参股Xmeta交易所</td>
|
||
<td class="py-3 px-4 border-b text-red-600">海外融资成本<span class="font-bold">5.6%</span>高于国内<span class="font-bold">2.6%</span></td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">朗新集团</td>
|
||
<td class="py-3 px-4 border-b">场景方</td>
|
||
<td class="py-3 px-4 border-b">9000台充电桩RWA已落地</td>
|
||
<td class="py-3 px-4 border-b text-red-600">依赖蚂蚁链技术，自主性弱</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">协鑫能科</td>
|
||
<td class="py-3 px-4 border-b">新能源资产方</td>
|
||
<td class="py-3 px-4 border-b">82MW光伏RWA募资2亿元</td>
|
||
<td class="py-3 px-4 border-b text-red-600">政策限制房地产类RWA</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">广和通</td>
|
||
<td class="py-3 px-4 border-b">IoT模组供应商</td>
|
||
<td class="py-3 px-4 border-b">联合蚂蚁链发布<span class="font-bold">5G可信上链模组</span></td>
|
||
<td class="py-3 px-4 border-b text-red-600">模组价格战（毛利率<20%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gray-50 rounded-lg p-4">
|
||
<h3 class="text-lg font-semibold mb-2 text-gray-700">验证与证伪</h3>
|
||
<ul class="list-disc pl-5 space-y-1">
|
||
<li><span class="font-semibold">数据印证</span>：朗新充电桩RWA案例中，IoT设备采集的<span class="font-bold">充电量数据</span>与链上收益权代币<span class="font-bold">1:1映射</span>（路演记录）。</li>
|
||
<li><span class="font-semibold">矛盾点</span>：部分研报称"RWA可盘活万亿资产"，但海南华铁路演承认<span class="text-red-500">实际融资规模仅为资产估值的10%</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-700 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-700">技术风险</h3>
|
||
<p><span class="font-semibold">数据真实性</span>：IoT设备可能被物理篡改（如充电桩虚报充电量），需<span class="font-bold">硬件级加密芯片</span>（参考万胜智能防篡改专利）。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
|
||
<h3 class="text-lg font-semibold mb-2 text-yellow-700">商业化风险</h3>
|
||
<p><span class="font-semibold">收益倒挂</span>：美债收益率<span class="font-bold">4.4%</span>高于国内资产收益（如光伏项目IRR约6%），海外发行RWA吸引力不足。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-lg p-4 border-l-4 border-orange-500">
|
||
<h3 class="text-lg font-semibold mb-2 text-orange-700">政策风险</h3>
|
||
<p><span class="font-semibold">跨境数据合规</span>：国内IoT数据出境需通过<span class="font-bold">安全评估</span>（《数据出境安全管理办法》），可能延迟RWA发行。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h3 class="text-lg font-semibold mb-2 text-purple-700">信息矛盾</h3>
|
||
<p><span class="font-semibold">估值口径</span>：新闻称海南华铁"260亿资产上链"，但路演明确为<span class="text-red-500">"未来收益权折现"</span>，实际可融资规模<span class="text-red-500"><20亿</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-xl card-shadow p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6 bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="text-xl font-semibold mb-2">阶段判断</h3>
|
||
<p>RWA上链处于<span class="font-bold">"技术验证→场景落地"过渡期</span>，IoT设备数据采集是<span class="font-bold">唯一可验证的硬需求</span>，但需警惕估值泡沫。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">短期</div>
|
||
<p><span class="font-bold">IoT模组供应商</span>（广和通、日海智能）——技术标准化红利。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">中期</div>
|
||
<p><span class="font-bold">新能源RWA运营商</span>（朗新集团、协鑫能科）——政策+需求双轮驱动。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
|
||
<div class="text-lg font-bold mb-2">长期</div>
|
||
<p><span class="font-bold">数据资产交易所</span>（Xmeta参股方海南华铁）——跨境流动性溢价。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="bg-white bg-opacity-30 rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
|
||
<p><span class="font-semibold">IoT设备上链量</span>：2025年底需突破<span class="font-bold">100万台</span>（当前约10万台）。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-white bg-opacity-30 rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
|
||
<p><span class="font-semibold">香港RWA发行利率</span>：若低于<span class="font-bold">3%</span>，将触发大规模资产迁移。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-white bg-opacity-30 rounded-full w-8 h-8 flex items-center justify-center mr-3">3</div>
|
||
<p><span class="font-semibold">政策信号</span>：海南封关后是否开放<span class="font-bold">数字资产跨境交易</span>试点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-700 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">股票</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">行业</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">技术</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">项目</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">产业链</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">雪迪龙</td>
|
||
<td class="py-3 px-4 border-b">电力物联网</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">IoT数据采集设备</td>
|
||
<td class="py-3 px-4 border-b">无线传感网络节点</td>
|
||
<td class="py-3 px-4 border-b">拥有电力物联网全品类IoT数据采集设备，当前无线传感网络节点已达到8000万个</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">日海智能</td>
|
||
<td class="py-3 px-4 border-b">物联网</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">无线通信模组</td>
|
||
<td class="py-3 px-4 border-b">全球出货量占比</td>
|
||
<td class="py-3 px-4 border-b">物联网无线通信模组产品的出货量约占全球总出货量的30%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">瑞纳智能</td>
|
||
<td class="py-3 px-4 border-b">能源智能监控</td>
|
||
<td class="py-3 px-4 border-b">区块链</td>
|
||
<td class="py-3 px-4 border-b">数据采集与存储</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">自主研发能源智能监控设备，依托区块链技术对数据进行采集、存储，达到数据资产升级</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">万胜智能</td>
|
||
<td class="py-3 px-4 border-b">智能电能表</td>
|
||
<td class="py-3 px-4 border-b">区块链</td>
|
||
<td class="py-3 px-4 border-b">专利</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年11月13日获得'一种基于区块链技术的智能电能表防篡改方法'专利</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">工大科雅</td>
|
||
<td class="py-3 px-4 border-b">供热系统</td>
|
||
<td class="py-3 px-4 border-b">区块链跨链</td>
|
||
<td class="py-3 px-4 border-b">数据账单</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年5月与蚂蚁数科合作，利用区块链跨链互认机制实现系统数据安全，形成可信'数据账单'</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">泽宇智能</td>
|
||
<td class="py-3 px-4 border-b">虚拟电厂</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">云平台、物联网监测</td>
|
||
<td class="py-3 px-4 border-b">电力交易</td>
|
||
<td class="py-3 px-4 border-b">在虚拟电厂云平台、物联网监测方向完善布局，未来参与虚拟电厂项目和电力交易</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">博通集成</td>
|
||
<td class="py-3 px-4 border-b">智慧交通、物联网</td>
|
||
<td class="py-3 px-4 border-b">AI芯片</td>
|
||
<td class="py-3 px-4 border-b">无线连接芯片</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">提供全系列无线连接芯片，多款融合AI技术的SoC芯片实现量产销售</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">昇辉科技</td>
|
||
<td class="py-3 px-4 border-b">能源区块链</td>
|
||
<td class="py-3 px-4 border-b">区块链</td>
|
||
<td class="py-3 px-4 border-b">专利</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">收购的赫普能源在能源区块链领域拥有48项国内外专利</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">广和通</td>
|
||
<td class="py-3 px-4 border-b">物联网</td>
|
||
<td class="py-3 px-4 border-b">4G/5G、区块链</td>
|
||
<td class="py-3 px-4 border-b">可信上链模组</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">联合蚂蚁链、紫光展锐发布首批4G/5G可信上链模组</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">泛微网络</td>
|
||
<td class="py-3 px-4 border-b">企业管理软件</td>
|
||
<td class="py-3 px-4 border-b">物联网集成</td>
|
||
<td class="py-3 px-4 border-b">数据互通与分析</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">与60+类管理软件厂商集成，实现业务联动、数据互通及物联网设备异常预警</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">慧为智能</td>
|
||
<td class="py-3 px-4 border-b">IoT智能终端</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">系统集成</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">商用IoT智能终端品牌商及系统集成商</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-semibold">友讯达</td>
|
||
<td class="py-3 px-4 border-b">物联网电表</td>
|
||
<td class="py-3 px-4 border-b">NB-IoT</td>
|
||
<td class="py-3 px-4 border-b">远程抄表</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">拥有DDZY1789-Z NB-IoT物联网电表，支持远程抄表</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-semibold">利尔达</td>
|
||
<td class="py-3 px-4 border-b">物联网</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">合作项目</td>
|
||
<td class="py-3 px-4 border-b">与大公司合作</td>
|
||
<td class="py-3 px-4 border-b">与阿里云、华为、百度小度深度合作，承担阿里云牵头的《物联网应用场景验证》课题</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
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|
||
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|
||
detectRetina: true,
|
||
},
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |