648 lines
42 KiB
HTML
648 lines
42 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>IPV6 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Roboto+Mono:wght@300;400;500&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #02040a;
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color: #e0e0e0;
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overflow-x: hidden;
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background-size: cover;
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background-position: center;
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background-attachment: fixed;
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}
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background: rgba(10, 15, 30, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 2rem;
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transition: all 0.3s ease;
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem;
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}
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.grid-item {
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min-height: 200px;
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grid-column: span 12;
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font-size: 1.5rem;
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font-weight: 500;
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color: #67e8f9; /* cyan-300 */
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(103, 232, 249, 0.2);
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margin-bottom: 1.5rem;
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display: flex;
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align-items: center;
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gap: 0.75rem;
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}
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.section-title svg {
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width: 1.5rem;
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height: 1.5rem;
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.stat-value {
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font-family: 'Roboto Mono', monospace;
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.table thead th {
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color: #67e8f9;
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font-family: 'Roboto Mono', monospace;
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.table tbody tr {
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transition: background-color 0.2s ease;
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.table tbody tr:hover {
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::-webkit-scrollbar {
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background: rgba(103, 232, 249, 0.5);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="absolute inset-0 bg-gradient-to-br from-indigo-900/30 via-slate-900/50 to-black/70 z-0"></div>
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<div class="absolute top-0 left-0 w-full h-full bg-grid-cyan-500/[0.05] z-10"></div>
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<div class="relative min-h-screen p-4 sm:p-8 md:p-12 z-20">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-blue-500 glow-text mb-2" style="font-family: 'Roboto Mono', monospace;">IPV6 深度投研报告</h1>
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<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<main class="max-w-screen-2xl mx-auto space-y-6">
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<div class="bento-grid">
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<!-- 核心观点摘要 -->
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<div class="col-span-12 lg:col-span-8 grid-item glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 18v-5.25m0 0a6.01 6.01 0 0 0 1.5-.186m-1.5.186a6.01 6.01 0 0 1-1.5-.186m3.75 7.375a6.01 6.01 0 0 1-7.5 0" /><path stroke-linecap="round" stroke-linejoin="round" d="M12 18.75a6.01 6.01 0 0 0 6.01-6.01H6.01a6.01 6.01 0 0 0 6.01 6.01Z" /></svg>
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核心观点摘要
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</h2>
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<p class="text-slate-300 leading-relaxed text-lg">
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IPv6在中国已超越单纯的技术升级概念，演变为一项由国家意志驱动、具备明确发展路线图和量化考核指标的<strong class="text-cyan-300">国家级信息基础设施战略</strong>。当前，概念正从“规模部署”的上半场，加速迈入“应用创新与流量提升”的下半场。其核心驱动力源于政策的强力推动与数字经济（特别是物联网、工业互联网）对海量地址和新型网络能力的内生需求，未来最大的潜力在于<strong class="text-cyan-300">IPv6+技术体系（如SRv6）所催生的新应用和商业模式</strong>，以及在固定网络和物联网领域的巨大追赶空间。
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</p>
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</div>
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<!-- 关键数据 -->
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<div class="col-span-12 lg:col-span-4 grid-item glass-card p-8 flex flex-col justify-center">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M7.5 14.25v2.25m3-4.5v4.5m3-6.75v6.75m3-9v9M6 20.25h12A2.25 2.25 0 0 0 20.25 18V6A2.25 2.25 0 0 0 18 3.75H6A2.25 2.25 0 0 0 3.75 6v12A2.25 2.25 0 0 0 6 20.25Z" /></svg>
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发展现状 (截至2025.9)
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</h2>
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<div class="grid grid-cols-2 gap-4">
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<div class="stat p-0">
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<div class="stat-title text-slate-400">活跃用户数</div>
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<div class="stat-value text-3xl text-cyan-400">8.65亿</div>
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<div class="stat-desc text-slate-500">全球第一</div>
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</div>
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<div class="stat p-0">
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<div class="stat-title text-slate-400">用户渗透率</div>
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<div class="stat-value text-3xl text-cyan-400">77.02%</div>
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<div class="stat-desc text-slate-500">位居世界前列</div>
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</div>
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<div class="stat p-0">
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<div class="stat-title text-slate-400">移动网络流量占比</div>
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<div class="stat-value text-3xl text-cyan-400">69.02%</div>
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<div class="stat-desc text-slate-500 text-accent">已超越IPv4</div>
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</div>
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<div class="stat p-0">
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<div class="stat-title text-slate-400">固定网络流量占比</div>
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<div class="stat-value text-3xl text-cyan-400">30.63%</div>
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<div class="stat-desc text-slate-500">重点提升方向</div>
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</div>
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</div>
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</div>
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<!-- 概念事件 & 发展历程 -->
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<div class="col-span-12 lg:col-span-6 grid-item glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M6.75 3v2.25M17.25 3v2.25M3 18.75V7.5a2.25 2.25 0 0 1 2.25-2.25h13.5A2.25 2.25 0 0 1 21 7.5v11.25m-18 0A2.25 2.25 0 0 0 5.25 21h13.5A2.25 2.25 0 0 0 21 18.75m-18 0v-7.5A2.25 2.25 0 0 1 5.25 9h13.5A2.25 2.25 0 0 1 21 11.25v7.5" /></svg>
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概念事件 & 发展历程
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</h2>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700"><strong>2021-2023: 流量提升专项行动</strong><p class="text-xs text-slate-400">工信部印发三年计划，聚焦流量提升核心目标。</p></div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700"><strong>2023.02: 历史性超越</strong><p class="text-xs text-slate-400">移动网络IPv6流量占比首次超过50%，成为主流承载协议。</p></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700"><strong>2023.04: 迈向IPv6+</strong><p class="text-xs text-slate-400">八部门联合发文，明确以SRv6为代表的“IPv6+”技术体系，从“部署”引向“创新”。</p></div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700"><strong>2025: 全面建成</strong><p class="text-xs text-slate-400">目标“全面建成全球领先的IPv6技术、产业、设施、应用和安全体系”，物联网连接目标达11亿。</p></div>
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</li>
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</ul>
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</div>
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<!-- 发展趋势图 -->
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<div class="col-span-12 lg:col-span-6 grid-item glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18 9 11.25l4.306 4.306a11.95 11.95 0 0 1 5.814-5.518l2.74-1.22m0 0-5.94-2.281m5.94 2.28-2.28 5.941" /></svg>
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发展趋势图：用户与流量
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</h2>
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<div id="trends-chart" class="w-full h-96"></div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="col-span-12 grid-item glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 3v11.25A2.25 2.25 0 0 0 6 16.5h12M3.75 3h16.5v11.25c0 1.242-.98 2.25-2.21 2.25H6.463c-.347 0-.683-.053-1-.153m-1.463 2.134a.75.75 0 0 1-.217-1.041l1.423-2.134a.75.75 0 0 1 .95-.341h.236c.24 0 .47.057.683.158m-3.528 2.134 2.134-3.201" /></svg>
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核心逻辑与市场认知
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</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-bold text-lg text-cyan-400 mb-2">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">政策强制驱动：</strong>自上而下的国家战略任务，具备强计划性、明确KPI和问责机制，是发展的最根本逻辑。</li>
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<li><strong class="text-white">技术换代内需：</strong>IPv4地址枯竭，而物联网（目标11亿连接）、5G等新兴产业对海量地址的需求极为迫切。</li>
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<li><strong class="text-white">创新应用牵引 (IPv6+)：</strong>以SRv6、网络切片为代表的IPv6+技术，使网络具备可编程、确定性特性，满足工业控制、自动驾驶等高要求场景，从“能用”走向“好用”。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-cyan-400 mb-2">市场热度与情绪</h3>
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<p class="text-slate-300">市场对IPv6概念呈现出“<strong class="text-white">政策驱动下的脉冲式乐观</strong>”情绪。国家层面政策的频繁发布维持了概念热度，但市场情绪随事件催化而波动，带有明显的主题投资特征。市场普遍认可长期趋势，但在短期业绩兑现上仍存分歧。</p>
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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="col-span-12 grid-item glass-card p-8 bg-gradient-to-br from-indigo-900/30 via-slate-900/50 to-purple-900/30">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M19.5 12c0-1.232-.046-2.453-.138-3.662a4.006 4.006 0 0 0-3.7-3.7 4.006 4.006 0 0 0-3.662-.138 4.006 4.006 0 0 0-3.7 3.7c-.092 1.21-.138 2.43-.138 3.662a4.006 4.006 0 0 0 3.7 3.7c1.21.092 2.43.138 3.662.138a4.006 4.006 0 0 0 3.7-3.7c.092-1.21.138-2.43.138-3.662Z" /><path stroke-linecap="round" stroke-linejoin="round" d="M15.75 12a3.75 3.75 0 1 1-7.5 0 3.75 3.75 0 0 1 7.5 0Z" /></svg>
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关键预期差分析：认知鸿沟
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</h2>
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<p class="mb-6 text-slate-300">最显著的预期差存在于中国市场和海外市场（以Cogent通讯为代表）对IPv6发展阶段的认知鸿沟。这揭示了投资中国IPv6概念的核心逻辑：其发展的确定性不来自于全球共识，而来自于<strong class="text-cyan-300">中国独特的政策执行力</strong>。</p>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-red-900/20 p-6 rounded-2xl border border-red-500/30">
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<h4 class="font-bold text-xl mb-3 text-red-400">海外视角 (Cogent路演)</h4>
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<ul class="space-y-3 text-red-200">
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<li><strong class="font-mono text-3xl">“普及率仅7%”</strong></li>
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<li>断言“未来20年难以替代IPv4”。</li>
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<li>强调兼容性问题（需全网同步升级）是巨大障碍。</li>
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<li><strong>根本逻辑：</strong> 商业利益驱动，维护其IPv4地址租赁资产价值。</li>
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</ul>
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</div>
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<div class="bg-green-900/20 p-6 rounded-2xl border border-green-500/30">
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<h4 class="font-bold text-xl mb-3 text-green-400">中国现实 (官方数据)</h4>
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<ul class="space-y-3 text-green-200">
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<li><strong class="font-mono text-3xl">用户渗透率77.02%</strong></li>
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<li>移动网络流量占比已近70%，成为主流。</li>
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<li>通过行政力量强制推动全产业链升级，克服协调难题。</li>
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<li><strong>根本逻辑：</strong> 国家战略驱动，不计短期成本推动技术换代。</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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<!-- 催化剂与发展路径 -->
|
||
<div class="col-span-12 lg:col-span-7 grid-item glass-card p-8" x-data="{ tab: 'short' }">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.59 14.37a6 6 0 0 1-5.84 7.38v-4.82m5.84-2.56a17.96 17.96 0 0 0-5.84-2.56m0 0A17.965 17.965 0 0 1 12 2.83M12 2.83v4.82m0 0a6 6 0 0 1 6 6m-6-6a6 6 0 0 0-6 6m12 0a17.957 17.957 0 0 1-5.841 2.56m5.841-2.56a17.965 17.965 0 0 1-5.841 2.56m0 0A17.965 17.965 0 0 1 12 21.17m0 0a17.96 17.96 0 0 1-5.841-2.56m5.841 2.56a17.965 17.965 0 0 0 5.841-2.56" /></svg>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
<div role="tablist" class="tabs tabs-boxed bg-slate-900/50 mb-6">
|
||
<a role="tab" class="tab" :class="{ 'tab-active text-cyan-300': tab === 'short' }" @click.prevent="tab = 'short'">近期催化剂</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active text-cyan-300': tab === 'long' }" @click.prevent="tab = 'long'">长期发展路径</a>
|
||
</div>
|
||
<div x-show="tab === 'short'" class="space-y-4 text-slate-300">
|
||
<p><strong class="text-white">1. 重点城市流量提升专项行动成果：</strong> 对北京、上海等8市的考核结果，尤其是“固定网络IPv6流量占比”这一短板指标的提升，将是重要催化剂。</p>
|
||
<p><strong class="text-white">2. 年度/半年度数据发布：</strong> 关键指标（如物联网连接数）的持续高速增长将强化市场信心。</p>
|
||
<p><strong class="text-white">3. 标志性商业应用落地：</strong> 如大型工业互联网平台全面采用SRv6专网，将加速IPv6+商业化进程。</p>
|
||
</div>
|
||
<div x-show="tab === 'long'" class="space-y-4 text-slate-300">
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">第一阶段 (当前-2025年): 全面覆盖与流量主导</h4>
|
||
<p class="text-sm">完成国家2025年目标，实现用户、连接、流量全面优势，补齐固网和物联网短板。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">第二阶段 (2026-“十五五”末): IPv6+应用深化</h4>
|
||
<p class="text-sm">重心全面转向SRv6、网络切片等技术规模化商用，在重点行业形成可复制解决方案。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">第三阶段 (“十五五”后): 单栈演进与生态成熟</h4>
|
||
<p class="text-sm">逐步推动向IPv6单栈演进，实现成本最优、性能最佳，形成内生驱动的创新生态。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="col-span-12 lg:col-span-5 grid-item glass-card p-8">
|
||
<h2 class="section-title text-orange-400">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v3.75m-9.303 3.376c-.866 1.5.217 3.374 1.948 3.374h14.71c1.73 0 2.813-1.874 1.948-3.374L13.949 3.378c-.866-1.5-3.032-1.5-3.898 0L2.697 16.126ZM12 15.75h.007v.008H12v-.008Z" /></svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<ul class="space-y-4 text-orange-200">
|
||
<li><strong class="text-orange-300">技术风险：</strong> 从双栈向单栈过渡是长期挑战，兼容性问题可能影响应用体验。IPv6+技术部署和运维复杂性高。</li>
|
||
<li><strong class="text-orange-300">商业化风险：</strong> 目前主要由政策驱动，自身“造血”能力待检验。差异化服务能否转化为付费商业模式存在不确定性。</li>
|
||
<li><strong class="text-orange-300">政策与竞争风险：</strong> 高度依赖政策支持，若力度减弱将影响发展速度。网络设备等领域竞争激烈，可能挤压利润空间。</li>
|
||
<li><strong class="text-orange-300">信息交叉验证风险：</strong> 核心矛盾在于Cogent与中国官方数据的巨大差异，这既是风险点，也是理解中国市场特殊性的关键。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="col-span-12 grid-item glass-card p-8">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M9.813 15.904 9 18.75l-.813-2.846a4.5 4.5 0 0 0-3.09-3.09L2.25 12l2.846-.813a4.5 4.5 0 0 0 3.09-3.09L9 5.25l.813 2.846a4.5 4.5 0 0 0 3.09 3.09L15.75 12l-2.846.813a4.5 4.5 0 0 0-3.09 3.09ZM18.259 8.715 18 9.75l-.259-1.035a3.375 3.375 0 0 0-2.455-2.456L14.25 6l1.036-.259a3.375 3.375 0 0 0 2.455-2.456L18 2.25l.259 1.035a3.375 3.375 0 0 0 2.456 2.456L21.75 6l-1.035.259a3.375 3.375 0 0 0-2.456 2.456Z" /></svg>
|
||
投资逻辑与产业链核心标的
|
||
</h2>
|
||
<p class="mb-6 text-slate-300">IPv6概念已进入由“<strong class="text-cyan-300">政策KPI+产业需求</strong>”双轮驱动的基本面驱动阶段。投资逻辑确定性高，但不同环节兑现节奏和弹性差异巨大。当前处于从网络改造向应用创新过渡的关键期。</p>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">短期 (1-2年): 网络与安全设备</h4>
|
||
<p class="text-sm text-slate-400">网络升级改造中最先且确定性受益环节。固网流量提升专项行动将持续释放路由器、交换机、安全网关采购需求。</p>
|
||
<p class="text-xs font-mono text-cyan-400 mt-2">标的: 紫光股份, 中兴通讯, 启明星辰</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">中期 (2-4年): IPv6+应用技术提供商</h4>
|
||
<p class="text-sm text-slate-400">能将IPv6特性与特定行业（如工业控制）深度绑定并形成标准的企业，具备最高的成长天花板。</p>
|
||
<p class="text-xs font-mono text-cyan-400 mt-2">标的: 东土科技</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg">
|
||
<h4 class="font-bold text-white">长期: 物联网模组与平台</h4>
|
||
<p class="text-sm text-slate-400">随着11亿连接目标的实现，海量终端接入带来的数据价值和服务需求，将为上游企业和下游平台带来持续增长动力。</p>
|
||
<p class="text-xs font-mono text-cyan-400 mt-2">标的: 移远通信, 广和通</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 股票列表 -->
|
||
<div class="glass-card p-8 mt-6">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M8.25 6.75h7.5M8.25 12h7.5m-7.5 5.25h7.5M3.75 6.75h.007v.008H3.75V6.75Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0ZM3.75 12h.007v.008H3.75V12Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Zm-.375 5.25h.007v.008H3.75v-.008Zm.375 0a.375.375 0 1 1-.75 0 .375.375 0 0 1 .75 0Z" /></svg>
|
||
相关上市公司梳理
|
||
</h2>
|
||
<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>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 网络设备与光通信 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/30 text-slate-300">网络设备与光通信</td></tr>
|
||
<tr>
|
||
<td>中兴通讯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000063" target="_blank" class="link link-hover text-cyan-400">000063</a></td>
|
||
<td>5G与IPv6技术深度融合，运营商核心供应商</td>
|
||
<td>网络设备与光通信</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫光股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000938" target="_blank" class="link link-hover text-cyan-400">000938</a></td>
|
||
<td>高端交换机市占率领先，数据中心网络解决方案龙头，IPv6创新获行业认可</td>
|
||
<td>网络设备与光通信</td>
|
||
</tr>
|
||
<tr>
|
||
<td>星网锐捷</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002396" target="_blank" class="link link-hover text-cyan-400">002396</a></td>
|
||
<td>推出支持SRv6、网络切片等IPv6+技术的电信级城域与骨干路由器</td>
|
||
<td>网络设备与光通信</td>
|
||
</tr>
|
||
<tr>
|
||
<td>烽火通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600498" target="_blank" class="link link-hover text-cyan-400">600498</a></td>
|
||
<td>光网络设备核心厂商，光模块技术持续突破</td>
|
||
<td>网络设备与光通信</td>
|
||
</tr>
|
||
|
||
<!-- 云计算与数据中心 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/30 text-slate-300">云计算与数据中心</td></tr>
|
||
<tr>
|
||
<td>浪潮信息</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000977" target="_blank" class="link link-hover text-cyan-400">000977</a></td>
|
||
<td>服务器行业龙头，具备全栈IPv6解决方案能力</td>
|
||
<td>云计算与数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td>网宿科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300017" target="_blank" class="link link-hover text-cyan-400">300017</a></td>
|
||
<td>CDN行业龙头，边缘计算节点IPv6改造需求旺盛，持续支持国家IPv6工作</td>
|
||
<td>云计算与数据中心</td>
|
||
</tr>
|
||
|
||
<!-- 物联网与智能终端 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/30 text-slate-300">物联网与智能终端</td></tr>
|
||
<tr>
|
||
<td>移远通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603236" target="_blank" class="link link-hover text-cyan-400">603236</a></td>
|
||
<td>蜂窝物联网模组全球龙头，产品全面支持IPv6协议</td>
|
||
<td>物联网与智能终端</td>
|
||
</tr>
|
||
<tr>
|
||
<td>广和通</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300638" target="_blank" class="link link-hover text-cyan-400">300638</a></td>
|
||
<td>5G模组技术领先，行业应用场景持续拓展</td>
|
||
<td>物联网与智能终端</td>
|
||
</tr>
|
||
<tr>
|
||
<td>美的集团</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000333" target="_blank" class="link link-hover text-cyan-400">000333</a></td>
|
||
<td>智能家居头部企业，加速布局全屋智能IPv6网络</td>
|
||
<td>物联网与智能终端</td>
|
||
</tr>
|
||
<tr>
|
||
<td>吉视传媒</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601929" target="_blank" class="link link-hover text-cyan-400">601929</a></td>
|
||
<td>第二代芯片及相关设备已实现全面支持IPv6</td>
|
||
<td>物联网与智能终端</td>
|
||
</tr>
|
||
|
||
<!-- 网络安全 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/30 text-slate-300">网络安全</td></tr>
|
||
<tr>
|
||
<td>电科网安</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002268" target="_blank" class="link link-hover text-cyan-400">002268</a></td>
|
||
<td>获“2023 IPv6支持度优秀奖”及“2023 IPv6创新产品奖”，权威认可</td>
|
||
<td>网络安全</td>
|
||
</tr>
|
||
<tr>
|
||
<td>启明星辰</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002439" target="_blank" class="link link-hover text-cyan-400">002439</a></td>
|
||
<td>网络安全网关领域龙头，IPv6安全解决方案成熟</td>
|
||
<td>网络安全</td>
|
||
</tr>
|
||
<tr>
|
||
<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>云安全市场领先者，具备全栈安全防护能力</td>
|
||
<td>网络安全</td>
|
||
</tr>
|
||
<tr>
|
||
<td>安恒信息</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688023" target="_blank" class="link link-hover text-cyan-400">688023</a></td>
|
||
<td>数据安全专家，IPv6环境下的威胁检测技术优势突出</td>
|
||
<td>网络安全</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天融信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002212" target="_blank" class="link link-hover text-cyan-400">002212</a></td>
|
||
<td>持续研究IPv6安全防护，提供全面的产品和解决方案</td>
|
||
<td>网络安全</td>
|
||
</tr>
|
||
|
||
<!-- 行业应用 -->
|
||
<tr><td colspan="4" class="font-bold bg-slate-800/30 text-slate-300">行业应用</td></tr>
|
||
<tr>
|
||
<td>东土科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300353" target="_blank" class="link link-hover text-cyan-400">300353</a></td>
|
||
<td>牵头制定基于IPV6的工业控制总线国际标准AUTBUS，从“使用者”升级为“规则定义者”</td>
|
||
<td>行业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>先进数通</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300541" target="_blank" class="link link-hover text-cyan-400">300541</a></td>
|
||
<td>技术专项解决方案包括IPv6升级改造</td>
|
||
<td>行业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>用友网络</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600588" target="_blank" class="link link-hover text-cyan-400">600588</a></td>
|
||
<td>工业互联网平台领军企业，助力企业数字化转型</td>
|
||
<td>行业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四维图新</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002405" target="_blank" class="link link-hover text-cyan-400">002405</a></td>
|
||
<td>车联网数据服务龙头，高精度地图IPv6适配加速</td>
|
||
<td>行业应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝信软件</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600845" target="_blank" class="link link-hover text-cyan-400">600845</a></td>
|
||
<td>钢铁行业工业互联网标杆，智能制造解决方案领先</td>
|
||
<td>行业应用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</main>
|
||
|
||
<footer class="text-center mt-12 text-xs text-slate-500">
|
||
<p>本报告由北京价值前沿科技有限公司AI投研agent“价小前投研”基于公开数据合成，不构成任何投资建议。</p>
|
||
<p>投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
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backgroundColor: 'rgba(10, 15, 30, 0.7)',
|
||
borderColor: 'rgba(0, 191, 255, 0.5)',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['活跃用户数 (亿)', '移动网络流量占比 (%)'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
},
|
||
top: '5%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2017', '2019', '2021', '2023', '2024目标', '2025目标'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.2)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#ccc'
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '用户数 (亿)',
|
||
min: 0,
|
||
max: 12,
|
||
position: 'left',
|
||
axisLine: {
|
||
show: true,
|
||
lineStyle: {
|
||
color: '#67e8f9'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
formatter: '{value}',
|
||
color: '#67e8f9'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
}
|
||
}
|
||
},
|
||
{
|
||
type: 'value',
|
||
name: '流量占比 (%)',
|
||
min: 0,
|
||
max: 100,
|
||
position: 'right',
|
||
axisLine: {
|
||
show: true,
|
||
lineStyle: {
|
||
color: '#a78bfa'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
formatter: '{value}',
|
||
color: '#a78bfa'
|
||
},
|
||
splitLine: {
|
||
show: false
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '活跃用户数 (亿)',
|
||
type: 'line',
|
||
smooth: true,
|
||
yAxisIndex: 0,
|
||
lineStyle: {
|
||
color: '#67e8f9',
|
||
width: 3,
|
||
shadowColor: 'rgba(103, 232, 249, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
itemStyle: {
|
||
color: '#67e8f9'
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(103, 232, 249, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(103, 232, 249, 0)'
|
||
}])
|
||
},
|
||
data: [0.0293, 3.0, 6.0, 7.67, 8.0, 8.5]
|
||
},
|
||
{
|
||
name: '移动网络流量占比 (%)',
|
||
type: 'line',
|
||
smooth: true,
|
||
yAxisIndex: 1,
|
||
lineStyle: {
|
||
color: '#a78bfa',
|
||
width: 3,
|
||
shadowColor: 'rgba(167, 139, 250, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
itemStyle: {
|
||
color: '#a78bfa'
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(167, 139, 250, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(167, 139, 250, 0)'
|
||
}])
|
||
},
|
||
data: [0.1, 4.6, 22.85, 50.0, 65, 70]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |