527 lines
42 KiB
HTML
527 lines
42 KiB
HTML
<!DOCTYPE html>
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<title>AI应用智能体 - 深度行研报告</title>
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<div class="container mx-auto p-4 md:p-8 space-y-12">
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<!-- Header -->
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<header class="text-center space-y-4">
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<div class="inline-block bg-slate-800/50 px-4 py-1 rounded-full border border-sky-500/30 text-sm">
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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”
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</div>
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<h1 class="text-4xl md:text-6xl font-orbitron font-bold text-sky-300 text-glow tracking-widest">
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AI 应用智能体
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</h1>
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<h2 class="text-xl md:text-2xl text-gray-400">深度行研报告</h2>
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<p class="text-xs text-gray-500 max-w-2xl mx-auto">本报告基于多源公开信息由AI合成，旨在提供研究参考，不构成任何投资建议。投资有风险，决策需谨慎。</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-12">
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<section class="glass-card p-6 md:p-8 rounded-2xl">
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<h3 class="section-title text-2xl mb-6 text-sky-300 text-glow border-b border-sky-500/20 pb-4">核心洞察 (Insight)</h3>
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<div class="space-y-8">
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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">0. 概念事件</h4>
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<p class="text-gray-400 leading-relaxed">AI应用智能体（AI Agent）概念的兴起是技术突破、产品发布和市场预期共同作用的结果。其发展脉络始于大语言模型（LLM）能力的跃升，奠定了技术基础。随后，微软AutoGen等框架的发布将理论推向工程实践。2024-2025年，百度、OpenAI等巨头纷纷将智能体定为战略重点，并预测2025年为“爆发元年”，通用型智能体Manus的问世，标志着AI从辅助工具向自主生产力的关键一跃，资本市场迅速反应。当前，行业正进入生态构建与落地加速阶段，百度文心、腾讯元器等平台化竞争加剧，与小米应用商店的合作开创了新的分发模式，浙江省等地的政策加持及行业标准的制定，预示着产业将从无序探索走向规范化发展。</p>
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</div>
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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">1. 核心观点摘要</h4>
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<div class="bg-slate-900/50 p-4 rounded-lg border border-sky-500/20">
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<p class="text-lg leading-relaxed text-sky-200">AI应用智能体正处在从<strong class="text-amber-300">技术验证</strong>向<strong class="text-amber-300">商业化落地</strong>过渡的<strong class="text-red-400">关键拐点</strong>。其核心驱动力源于大模型技术赋予AI<strong class="text-cyan-300">“自主行动”</strong>的能力，使其从信息处理工具升级为能够独立完成任务的生产力主体。尽管市场对其万亿级潜力抱有极高热情，但当前阶段仍面临<strong class="text-orange-400">成本高昂</strong>和<strong class="text-orange-400">场景局限</strong>的现实挑战，未来发展将呈现<strong class="text-green-300">垂直行业率先渗透、平台生态逐渐成熟</strong>的路径。</p>
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</div>
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</div>
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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">2. 核心逻辑与市场认知分析</h4>
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<ul class="list-disc list-inside space-y-4 text-gray-400">
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<li><strong class="text-white">核心驱动力：</strong>技术范式革命（从“思考”到“行动”）、商业化需求牵引（“数字员工”解决最后一公里问题）、政策与标准双重护航，共同构成了概念的坚实底层逻辑。</li>
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<li><strong class="text-white">市场情绪：</strong>整体高度乐观，但伴随分歧。乐观体现在“爆发元年”、“数万亿机会”等高频词汇和资本热度；分歧则在于市场对当前阶段的盈利能力和落地效果仍存谨慎。</li>
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<li><strong class="text-white">预期差分析：</strong>存在显著预期差，市场的宏大叙事与产业的初期现实存在脱节。
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<ul class="list-['-_'] list-inside ml-6 mt-2 space-y-2">
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<li><strong class="text-amber-400">成本与效率预期差：</strong>市场期待全自动化降本增效，现实是单次任务Token消耗成本高昂（约10元/次），限制了其在低价值、高频次场景的应用。</li>
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<li><strong class="text-amber-400">通用性与专用性预期差：</strong>市场期待“贾维斯”式通用智能体，现实是所有成功案例均为深度垂直的专用智能体（如水利、时尚），依赖特定行业数据和工具集。</li>
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<li><strong class="text-amber-400">被忽略的“中间层”价值：</strong>市场关注应用层与模型层，但忽略了如东方通的“大模型中间件”、MCP协议等“卖水人”角色的关键价值，其潜力可能被低估。</li>
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</ul>
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</li>
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</ul>
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</div>
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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">3. 关键催化剂与未来发展路径</h4>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-slate-900/50 p-4 rounded-lg border border-sky-500/20">
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<h5 class="font-bold text-lg text-white mb-2">近期催化剂 (3-6个月)</h5>
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<ul class="list-disc list-inside space-y-1 text-gray-400">
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<li>标杆产品发布 (如OpenAI博士级智能体)</li>
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<li>运行成本显著下降</li>
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<li>垂直领域出现杀手级应用</li>
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<li>行业标准正式落地</li>
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</ul>
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</div>
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<div class="bg-slate-900/50 p-4 rounded-lg border border-sky-500/20">
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<h5 class="font-bold text-lg text-white mb-2">长期发展路径</h5>
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<ul class="list-disc list-inside space-y-1 text-gray-400">
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<li><strong class="text-cyan-300">近期 (1-2年):</strong> 垂直深耕，B端项目制/订阅制为主。</li>
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<li><strong class="text-cyan-300">中期 (2-3年):</strong> 平台化与生态构建，C端应用涌现。</li>
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<li><strong class="text-cyan-300">远期 (3-5年):</strong> 自主进化与泛在智能，具身智能成为载体。</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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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">4. 产业链与核心公司深度剖析</h4>
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<div class="space-y-4">
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<div>
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<h5 class="font-semibold text-lg text-white">产业链图谱</h5>
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<ol class="list-decimal list-inside space-y-2 text-gray-400 mt-2">
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<li><strong>上游 (基础层):</strong> AI算力 (海光信息、浪潮信息), AI数据 (海天瑞声)。</li>
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<li><strong>中游 (模型与平台层):</strong> 大模型提供商 (百度、腾讯、科大讯飞), 智能体开发平台/中间件 (东方通、普元信息)。</li>
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<li><strong>下游 (应用与解决方案层):</strong> 垂直行业解决方案 (汉得信息、新国都), 通用应用软件 (金山办公、万兴科技), 智能硬件/终端。</li>
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</ol>
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</div>
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<div>
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<h5 class="font-semibold text-lg text-white">核心玩家对比 & 逻辑最纯粹者</h5>
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<p class="text-gray-400 mt-2">平台生态型领导者（百度、腾讯、字节）优势在于生态与渠道，但商业模式仍在探索。而<strong class="text-amber-300">逻辑最纯粹、商业化最确定的，是解决方案落地型公司</strong>。如：</p>
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<ul class="list-disc list-inside space-y-2 text-gray-400 mt-2 pl-4">
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<li><strong class="text-white">汉得信息：</strong>逻辑清晰可验证，聚焦B端企业服务，有明确的“火山引擎导流+订阅”模式和50-200万的单智能体定价，业绩指引明确。</li>
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<li><strong class="text-white">新国都：</strong>被点名为“最正宗标的”，覆盖“数字员工”和支付场景，商业化落地路径清晰。</li>
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</ul>
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<p class="text-gray-400 mt-2">这些公司的进展验证了“从技术验证迈向规模化落地”的判断，但其自身对市场空间的测算远小于宏观预测，印证了<strong class="text-orange-400">预期差</strong>的存在。</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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<h4 class="text-xl font-bold text-sky-400 mb-3">5. 潜在风险与挑战</h4>
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<ul class="list-disc list-inside space-y-3 text-gray-400">
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<li><strong class="text-red-400">技术风险:</strong> 高昂的Token成本是规模化最大障碍；可靠性与安全问题（如“错误循环”、“幻觉”）在高风险场景中是致命的。</li>
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<li><strong class="text-red-400">商业化风险:</strong> 企业客户ROI难以量化，付费意愿待验证；在生产制造等高要求环节渗透缓慢，限制了想象空间。</li>
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<li><strong class="text-red-400">政策与竞争风险:</strong> 数据隐私与合规红线；平台巨头可能形成垄断，挤压独立开发者空间。</li>
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<li><strong class="text-red-400">信息交叉验证风险:</strong> 新闻/研报的乐观预期与路演揭示的严峻现实（“雷声大，雨点小”，多数仍在研发未创收）存在显著冲突，是投资者需警惕的最大风险。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-xl font-bold text-sky-400 mb-3">6. 综合结论与投资启示</h4>
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<div class="space-y-4">
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<div class="bg-slate-900/50 p-4 rounded-lg border border-sky-500/20">
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<p class="text-lg leading-relaxed text-sky-200">AI应用智能体正处在从<strong class="text-amber-300">“主题炒作”向“基本面驱动”</strong>过渡的关键阶段。短期会经历预期修正的阵痛，但长期趋势具备高确定性。最具投资价值的细分环节是：</p>
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<ol class="list-decimal list-inside space-y-2 mt-2">
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<li><strong>B端垂直行业解决方案商：</strong>确定性最高、逻辑最清晰的方向（如汉得信息、新国都），业绩可验证性最强。</li>
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<li><strong>智能体开发平台/中间件：</strong>最具成长弹性的“卖铲人”环节（如东方通），有望受益于整个行业的繁荣。</li>
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</ol>
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</div>
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<div>
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<h5 class="font-semibold text-lg text-white">需重点跟踪的关键指标</h5>
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<ul class="list-disc list-inside space-y-1 text-gray-400 mt-2">
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<li><strong class="text-white">成本指标：</strong>主流大模型厂商API调用价格。</li>
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<li><strong class="text-white">商业化进度指标：</strong>核心标的的AI相关合同金额、新增客户数、客单价。</li>
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<li><strong class="text-white">生态活跃度指标：</strong>各大平台的开发者数量、智能体创建数量和月活用户。</li>
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<li><strong class="text-white">技术成熟度指标：</strong>行业基准测试成功率，多模态、多智能体协同技术突破。</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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</div>
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</section>
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<!-- Market Dynamics -->
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<section class="space-y-6">
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<h3 class="section-title text-2xl text-sky-300 text-glow text-center">市场动态与趋势</h3>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="glass-card p-6 rounded-2xl text-center">
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<h4 class="font-orbitron text-xl text-white mb-2">发展阶段</h4>
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<p class="text-gray-400">从技术验证迈向规模化落地，从“用起来”到“用得好”的关键阶段。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl text-center">
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<h4 class="font-orbitron text-xl text-white mb-2">元年预测</h4>
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<p class="text-gray-400"><strong class="text-amber-300">2025年</strong>被百度、OpenAI及多家机构预测为“AI智能体爆发元年”。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl text-center">
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<h4 class="font-orbitron text-xl text-white mb-2">市场潜力</h4>
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<p class="text-gray-400">英伟达估算为<strong class="text-cyan-300">数万亿美元</strong>商业机会，机构预测2030年全球市场规模达<strong class="text-cyan-300">471亿美元</strong>。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl text-center">
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<h4 class="font-orbitron text-xl text-white mb-2">政策与标准</h4>
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<p class="text-gray-400">浙江省目标2027年普及率超<strong class="text-green-300">70%</strong>；中国信通院启动技术规范编制。</p>
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</div>
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</div>
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<div class="glass-card p-6 rounded-2xl">
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<h4 class="font-orbitron text-xl text-white mb-4 text-center">全球市场规模预测</h4>
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<div id="market-size-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Company Layouts -->
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<section class="space-y-6">
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<h3 class="section-title text-2xl text-sky-300 text-glow text-center">巨头布局与产品发布</h3>
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<div class="bento-grid">
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<div class="glass-card p-6 rounded-2xl md:col-span-2">
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<h4 class="font-bold text-xl text-white mb-3">百度 (Baidu)</h4>
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<p class="text-gray-400">推出<strong class="text-cyan-300">文心智能体平台</strong>，吸引15万企业和80万开发者。与小米应用商店合作，开创行业首个跨端分发模式。搜索首页已全面开放智能体入口。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl">
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<h4 class="font-bold text-xl text-white mb-3">腾讯 (Tencent)</h4>
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<p class="text-gray-400">发布智能体创作与分发平台<strong class="text-cyan-300">“腾讯元器”</strong>，支持公众号运营者以无代码形式创建专属智能体。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl">
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<h4 class="font-bold text-xl text-white mb-3">字节跳动 (ByteDance)</h4>
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<p class="text-gray-400">旗下<strong class="text-cyan-300">“扣子 (Coze)”</strong>平台与小米应用商店合作，打通一键发布能力，可对接豆包大模型快速构建应用。</p>
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</div>
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<div class="glass-card p-6 rounded-2xl">
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<h4 class="font-bold text-xl text-white mb-3">蚂蚁集团 (Ant Group)</h4>
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<p class="text-gray-400">发布一站式开发平台<strong class="text-cyan-300">Agentar</strong>，支持金融机构零/低代码搭建智能体。旗下Antom发布AI智能体支付解决方案。</p>
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</div>
|
||
<div class="glass-card p-6 rounded-2xl">
|
||
<h4 class="font-bold text-xl text-white mb-3">华为 (Huawei)</h4>
|
||
<p class="text-gray-400">与合作伙伴共建财税AI Agent，并组建医疗卫生军团，推动医疗大模型在临床场景应用。</p>
|
||
</div>
|
||
<div class="glass-card p-6 rounded-2xl">
|
||
<h4 class="font-bold text-xl text-white mb-3">360集团</h4>
|
||
<p class="text-gray-400">纳米AI升级为<strong class="text-cyan-300">“多智能体蜂群”</strong>，号称全球首个迈入L4级别的智能体系统，实现从“单兵作战”到“群体协同”的进化。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Roadshows & Reports -->
|
||
<section class="space-y-6">
|
||
<h3 class="section-title text-2xl text-sky-300 text-glow text-center">路演与研报精华</h3>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-white">海通计算机 | AI Agent深度报告</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong>核心架构:</strong> 剖析了记忆、规划、工具、行动四大模块。</li>
|
||
<li><strong>成本挑战:</strong> 揭示单次任务高昂的Token消耗（约10元），是商业化的核心瓶颈。</li>
|
||
<li><strong>模式演进:</strong> 从Embedding -> Copilot -> Agent，自主性不断提升。</li>
|
||
<li><strong>商业化前景:</strong> 自动化与情感陪伴场景已显现潜力，但需关注成本下降与技术迭代。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-white">汉得信息 | AI智能体交流会</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong>商业模式:</strong> 火山引擎导流+订阅模式，聚焦营销、制造、财务、供应链领域。</li>
|
||
<li><strong>定价策略:</strong> 单智能体价格区间50-200万，大客户年均支出可能远超100万。</li>
|
||
<li><strong>市场空间测算:</strong> 对大型企业市场进行量化估算，对应年收入45亿，提供了可验证的商业逻辑。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-white">Gartner | 2025年技术趋势</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li>将<strong class="text-amber-300">Agentic AI</strong>列为2025年十大技术趋势之一。</li>
|
||
<li>预测到2028年，至少<strong class="text-cyan-300">15%</strong>的日常工作决策将由Agentic AI自主完成。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-white">阿里云 | MCP协议</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-gray-400 space-y-2">
|
||
<li><strong>MCP协议:</strong> 定义为大模型调用应用的“USB-C”标准接口，对智能体发展意义重大。</li>
|
||
<li><strong>效率提升:</strong> 可将100个Agent与100个工具的对接配置次数从10000次降至200次。</li>
|
||
<li><strong>生态布局:</strong> 阿里云百炼推出首个MCP服务，5分钟可搭建专属MCP Agent，支付宝等已接入。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section class="space-y-8">
|
||
<h3 class="section-title text-2xl text-sky-300 text-glow text-center">产业链核心标的</h3>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<div class="glass-card p-6 md:p-8 rounded-2xl">
|
||
<h4 class="text-xl font-bold text-sky-400 mb-4">近期涨幅异动分析</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th class="w-2/3">核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-900/50"><td>普元信息</td><td><a href="https://valuefrontier.cn/company?scode=688118" target="_blank" class="link link-hover text-sky-400">688118</a></td><td class="text-red-400">+20.01%</td><td>2025-07-16</td><td>部委级《生成式AI智能体落地应用行动计划》落地叠加中标中国移动1.2亿元“行业智能体开发框架”二期项目催化。</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>瑞纳智能</td><td><a href="https://valuefrontier.cn/company?scode=301129" target="_blank" class="link link-hover text-sky-400">301129</a></td><td class="text-red-400">+20.02%</td><td>2025-06-30</td><td>“AI智能体”主题扩散+公司北方清洁供暖订单拐点共振，智慧供热SaaS平台已嵌入AI智能体功能。</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>能科科技</td><td><a href="https://valuefrontier.cn/company?scode=603859" target="_blank" class="link link-hover text-sky-400">603859</a></td><td class="text-red-400">+10.00%</td><td>2025-08-27</td><td>国务院文件量化目标（2027年普及率≥70%）+半年报AI收入同比+150%，被视为政策红利下业绩兑现最确定标的。</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>真爱美家</td><td><a href="https://valuefrontier.cn/company?scode=003041" target="_blank" class="link link-hover text-sky-400">003041</a></td><td class="text-red-400">+10.00%</td><td>2025-11-17</td><td>控制权变更，AI独角兽“探迹远擎”入主，公司切换为A股稀缺的AI大模型智能体标的，复牌后资金抢筹。</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>赛意信息</td><td><a href="https://valuefrontier.cn/company?scode=300687" target="_blank" class="link link-hover text-sky-400">300687</a></td><td class="text-red-400">+8.22%</td><td>2025-07-15</td><td>华泰研报列为AI应用“强β”标的，叠加全球首个单智能体运行安全测试标准发布，催化AI智能体概念异动。</td></tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 巨头生态线 -->
|
||
<div class="glass-card p-6 md:p-8 rounded-2xl">
|
||
<h4 class="text-xl font-bold text-sky-400 mb-4">巨头生态线</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>生态标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-900/50"><td>汉得信息</td><td><a href="https://valuefrontier.cn/company?scode=300170" target="_blank" class="link link-hover text-sky-400">300170</a></td><td>公司与字节旗下火山引擎有合作</td><td><div class="badge badge-info badge-outline">字节跳动线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>垒知集团</td><td><a href="https://valuefrontier.cn/company?scode=002398" target="_blank" class="link link-hover text-sky-400">002398</a></td><td>代理微软OpenAI的Agent</td><td><div class="badge badge-success badge-outline">微软线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>南兴股份</td><td><a href="https://valuefrontier.cn/company?scode=002757" target="_blank" class="link link-hover text-sky-400">002757</a></td><td>与微软合作AIGC智能助手产品</td><td><div class="badge badge-success badge-outline">微软线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>彩讯股份</td><td><a href="https://valuefrontier.cn/company?scode=300634" target="_blank" class="link link-hover text-sky-400">300634</a></td><td>百度文心一言首批合作伙伴</td><td><div class="badge badge-primary badge-outline">百度线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>拓尔思</td><td><a href="https://valuefrontier.cn/company?scode=300229" target="_blank" class="link link-hover text-sky-400">300229</a></td><td>与腾讯在AI领域合作，已接入混元大模型</td><td><div class="badge badge-secondary badge-outline">腾讯线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>东华软件</td><td><a href="https://valuefrontier.cn/company?scode=002065" target="_blank" class="link link-hover text-sky-400">002065</a></td><td>将腾讯混元大模型产品集成到多个项目中</td><td><div class="badge badge-secondary badge-outline">腾讯线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>中科金财</td><td><a href="https://valuefrontier.cn/company?scode=002657" target="_blank" class="link link-hover text-sky-400">002657</a></td><td>与智谱AI合作，已接入百度文心一言等大模型</td><td><div class="badge badge-primary badge-outline">百度线</div> <div class="badge badge-warning badge-outline">智谱AI线</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>电广传媒</td><td><a href="https://valuefrontier.cn/company?scode=000917" target="_blank" class="link link-hover text-sky-400">000917</a></td><td>参股智谱AI</td><td><div class="badge badge-warning badge-outline">智谱AI-核心(参股)</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- AI应用-核心 -->
|
||
<div class="glass-card p-6 md:p-8 rounded-2xl">
|
||
<h4 class="text-xl font-bold text-sky-400 mb-4">核心AI智能体及自研线</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>相关标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-900/50"><td>新国都</td><td><a href="https://valuefrontier.cn/company?scode=300130" target="_blank" class="link link-hover text-sky-400">300130</a></td><td>AI智能体领域布局深入，推出AI“数字员工”及商户审核智能体</td><td>AI智能体-核心</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>酷特智能</td><td><a href="https://valuefrontier.cn/company?scode=300840" target="_blank" class="link link-hover text-sky-400">300840</a></td><td>AI应用核心股，与华为在AI智能体方面相关</td><td>AI智能体-华为</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>科大讯飞</td><td><a href="https://valuefrontier.cn/company?scode=002230" target="_blank" class="link link-hover text-sky-400">002230</a></td><td>自研星火大模型，推出面向教育、医疗等领域的AI助手</td><td>自研线 / AI大模型</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>昆仑万维</td><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover text-sky-400">300418</a></td><td>自研AI Agent“天工SkyAgents”</td><td>自研线 / AI搜索引擎</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>三六零</td><td><a href="https://valuefrontier.cn/company?scode=601360" target="_blank" class="link link-hover text-sky-400">601360</a></td><td>自研360智脑大模型，提出“多智能体蜂群”概念</td><td>自研线 / AI大模型</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>万兴科技</td><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover text-sky-400">300624</a></td><td>自研“天幕”垂直类AI Agent，涉及AI视频、办公等多个应用</td><td>自研线 / AI视频</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>金山办公</td><td><a href="https://valuefrontier.cn/company?scode=688111" target="_blank" class="link link-hover text-sky-400">688111</a></td><td>WPS AI是其核心智能体应用，深度集成于办公软件</td><td>AI智能体 / AI办公</td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>云从科技</td><td><a href="https://valuefrontier.cn/company?scode=688327" target="_blank" class="link link-hover text-sky-400">688327</a></td><td>自研从容大模型，AI智能体概念股</td><td>AI大模型 / AI智能体</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链-应用场景 -->
|
||
<div class="glass-card p-6 md:p-8 rounded-2xl">
|
||
<h4 class="text-xl font-bold text-sky-400 mb-4">产业链-应用场景渗透</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>应用场景</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-900/50"><td>焦点科技</td><td><a href="https://valuefrontier.cn/company?scode=002315" target="_blank" class="link link-hover text-sky-400">002315</a></td><td>AI电商应用，同时属于AI智能体概念</td><td><div class="badge badge-accent badge-outline">AI+电商</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>世纪天鸿</td><td><a href="https://valuefrontier.cn/company?scode=300654" target="_blank" class="link link-hover text-sky-400">300654</a></td><td>AI教育应用，同时属于AI智能体概念</td><td><div class="badge badge-accent badge-outline">AI+教育</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>卫宁健康</td><td><a href="https://valuefrontier.cn/company?scode=300253" target="_blank" class="link link-hover text-sky-400">300253</a></td><td>AI医疗应用，涉及AI大模型</td><td><div class="badge badge-accent badge-outline">AI+医疗</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>同花顺</td><td><a href="https://valuefrontier.cn/company?scode=300033" target="_blank" class="link link-hover text-sky-400">300033</a></td><td>AI在金融行业的应用</td><td><div class="badge badge-accent badge-outline">AI+金融</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>天娱数科</td><td><a href="https://valuefrontier.cn/company?scode=002354" target="_blank" class="link link-hover text-sky-400">002354</a></td><td>AI数字人应用，同时属于AI智能体概念</td><td><div class="badge badge-accent badge-outline">AI+数字人</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>神州泰岳</td><td><a href="https://valuefrontier.cn/company?scode=300002" target="_blank" class="link link-hover text-sky-400">300002</a></td><td>AI在游戏行业的应用（智能NPC等）</td><td><div class="badge badge-accent badge-outline">AI+游戏</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>泓博医药</td><td><a href="https://valuefrontier.cn/company?scode=301230" target="_blank" class="link link-hover text-sky-400">301230</a></td><td>AI医药应用</td><td><div class="badge badge-accent badge-outline">AI+医药</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>海光信息</td><td><a href="https://valuefrontier.cn/company?scode=688041" target="_blank" class="link link-hover text-sky-400">688041</a></td><td>国产DCU龙头，为AI提供核心算力</td><td><div class="badge badge-warning badge-outline">上游-AI算力</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>中际旭创</td><td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank" class="link link-hover text-sky-400">300308</a></td><td>光模块龙头，AI算力网络核心组件</td><td><div class="badge badge-warning badge-outline">上游-AI算力</div></td></tr>
|
||
<tr class="hover:bg-sky-900/50"><td>海天瑞声</td><td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="link link-hover text-sky-400">688787</a></td><td>为腾讯、智谱AI等提供计算机视觉、智能语音训练数据</td><td><div class="badge badge-warning badge-outline">上游-AI数据</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('market-size-chart');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Use 'dark' theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '全球AI Agent市场规模预测 (亿美元)',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#93c5fd' // text-blue-300
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['市场规模'],
|
||
top: 'bottom',
|
||
textStyle: {
|
||
color: '#9ca3af' // text-gray-400
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '10%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024', '2025', '2026', '2027', '2028', '2029', '2030'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#4b5563' // text-gray-600
|
||
}
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '亿美元',
|
||
axisLabel: {
|
||
formatter: '{value}'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(75, 85, 99, 0.5)' // text-gray-500 with opacity
|
||
}
|
||
},
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#4b5563'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '市场规模',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#38bdf8' // sky-500
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{
|
||
offset: 0,
|
||
color: 'rgba(56, 189, 248, 0.5)'
|
||
},
|
||
{
|
||
offset: 1,
|
||
color: 'rgba(56, 189, 248, 0)'
|
||
}
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
// Data from roadshow (2.99B in 2024) and news (47.1B in 2030) with interpolation
|
||
data: [29.9, 55, 98, 165, 250, 360, 471]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', function() {
|
||
myChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |