531 lines
36 KiB
HTML
531 lines
36 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="kimi_dark">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>KIMI Concept - AI Generated Deep Dive Report</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Oxanium:wght@300;400;600;700&display=swap');
|
||
|
||
[data-theme="kimi_dark"] {
|
||
--p: 199 100% 50%; /* primary - cyan */
|
||
--s: 291 89% 67%; /* secondary - magenta */
|
||
--a: 332 94% 62%; /* accent - pink */
|
||
--n: 219 42% 19%; /* neutral */
|
||
--b1: 224 42% 9%; /* base-100 - deep space blue */
|
||
--b2: 224 42% 12%;
|
||
--b3: 224 42% 15%;
|
||
--in: 199 100% 50%; /* info */
|
||
--su: 158 100% 50%; /* success */
|
||
--wa: 43 100% 50%; /* warning */
|
||
--er: 0 100% 50%; /* error */
|
||
--pc: 210 100% 98%; /* primary-content */
|
||
--sc: 210 100% 98%; /* secondary-content */
|
||
}
|
||
|
||
body {
|
||
font-family: 'Oxanium', sans-serif;
|
||
background-color: hsl(var(--b1));
|
||
background-image:
|
||
radial-gradient(ellipse 80% 80% at 50% -20%, hsl(var(--p) / 0.15), transparent),
|
||
radial-gradient(ellipse 60% 60% at 90% 30%, hsl(var(--s) / 0.1), transparent),
|
||
radial-gradient(ellipse 70% 70% at 10% 80%, hsl(var(--a) / 0.1), transparent),
|
||
url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='40' height='40' viewBox='0 0 40 40'%3E%3Cg fill-rule='evenodd'%3E%3Cg fill='%239C92AC' fill-opacity='0.05'%3E%3Cpath d='M0 38.59l2.83-2.83 1.41 1.41L1.41 40H0v-1.41zM0 1.4l2.83 2.83 1.41-1.41L1.41 0H0v1.41zM38.59 40l-2.83-2.83 1.41-1.41L40 38.59V40h-1.41zM40 1.41l-2.83 2.83-1.41-1.41L38.59 0H40v1.41zM20 18.6l2.83-2.83 1.41 1.41L21.41 20l2.83 2.83-1.41 1.41L20 21.41l-2.83 2.83-1.41-1.41L18.59 20l-2.83-2.83 1.41-1.41L20 18.59z'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E");
|
||
}
|
||
|
||
.glass-card {
|
||
background-color: hsl(var(--b2) / 0.3);
|
||
backdrop-filter: blur(24px);
|
||
border: 1px solid hsl(var(--p) / 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
border-color: hsl(var(--p) / 0.4);
|
||
transform: translateY(-4px) scale(1.01);
|
||
box-shadow: 0 0 30px hsl(var(--p) / 0.2);
|
||
}
|
||
|
||
.text-glow {
|
||
text-shadow: 0 0 8px hsl(var(--p) / 0.6);
|
||
}
|
||
.text-glow-secondary {
|
||
text-shadow: 0 0 8px hsl(var(--s) / 0.6);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
grid-auto-rows: auto;
|
||
}
|
||
|
||
@media (max-width: 1024px) {
|
||
.bento-grid {
|
||
grid-template-columns: repeat(6, 1fr);
|
||
}
|
||
}
|
||
@media (max-width: 768px) {
|
||
.bento-grid {
|
||
grid-template-columns: repeat(1, 1fr);
|
||
}
|
||
}
|
||
|
||
.grid-span-12 { grid-column: span 12; }
|
||
.grid-span-8 { grid-column: span 8; }
|
||
.grid-span-6 { grid-column: span 6; }
|
||
.grid-span-4 { grid-column: span 4; }
|
||
|
||
@media (max-width: 1024px) {
|
||
.grid-span-12, .grid-span-8, .grid-span-4 { grid-column: span 6; }
|
||
}
|
||
@media (max-width: 768px) {
|
||
.grid-span-12, .grid-span-8, .grid-span-6, .grid-span-4 { grid-column: span 1; }
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen text-slate-200 p-4 sm:p-6 lg:p-8">
|
||
|
||
<main class="container mx-auto">
|
||
<!-- Header -->
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold text-glow tracking-widest uppercase">KIMI Concept</h1>
|
||
<p class="mt-4 text-lg text-primary/70">AI Generated Deep Dive Report</p>
|
||
<div class="mt-2 text-xs text-slate-400">
|
||
<p>由 <strong class="text-primary/80">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</strong> 进行投研呈现。</p>
|
||
<p>本报告为AI合成数据，仅供研究参考，投资需谨慎。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<!-- Bento Grid Layout -->
|
||
<div class="bento-grid">
|
||
|
||
<!-- Core Insight -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-8">
|
||
<h2 class="card-title text-2xl text-glow mb-4">核心观点摘要</h2>
|
||
<p class="text-slate-300 leading-relaxed">KIMI概念的核心是 <strong class="text-secondary">由技术迭代驱动的范式革命</strong>，其本质是从最初的“长文本工具”进化为具备强大推理和自主执行能力的“<strong class="text-primary">AI Agent（智能体）平台</strong>”。当前，该概念正处于从技术验证和C端用户增长，向 <strong class="text-accent">B端赋能和商业化落地的关键过渡期</strong>。其核心驱动力在于其开源战略下的高性能与低成本优势，未来最大的潜力在于能否催生出“杀手级”的Agent应用，从而重塑多个行业的生产力模式。</p>
|
||
</div>
|
||
|
||
<!-- Key Catalysts -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-4">
|
||
<h2 class="card-title text-2xl text-glow mb-4">关键催化剂</h2>
|
||
<ul class="space-y-3 list-disc list-inside text-slate-300">
|
||
<li><strong class="text-primary">Agent应用标杆落地:</strong> 出现可大规模复制的商业成功案例。</li>
|
||
<li><strong class="text-primary">OK Computer模式开放:</strong> 正式上线与定价，商业化迈出实质性一步。</li>
|
||
<li><strong class="text-primary">推理效率技术普及:</strong> K2 Turbo/Linear等技术解决成本担忧，推动大规模应用。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Timeline Chart -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-12">
|
||
<h2 class="card-title text-2xl text-glow mb-4">发展脉络与关键事件</h2>
|
||
<div id="timeline-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
|
||
<!-- Core Logic -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-6">
|
||
<h2 class="card-title text-2xl text-glow mb-4">核心驱动力分析</h2>
|
||
<div class="space-y-4 text-slate-300">
|
||
<div>
|
||
<h3 class="font-bold text-lg text-primary">1. 技术范式的持续引领</h3>
|
||
<p>初期以“无损长文本”差异化优势切入市场，快速获取用户心智。随后发布的K2模型，则转向更前沿的MoE架构、创新的MuonClip优化器和Agentic数据合成训练方法，实现了从“能读”到“会想、会做”的质变，展现了系统性的工程化创新能力。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-lg text-primary">2. 开源战略带来的生态杠杆</h3>
|
||
<p>Kimi K2的开源是其引爆全球市场的关键。此举大幅降低了开发者和企业使用顶尖AI能力的门槛（Perplexity、金山云等迅速接入），不仅加速了技术传播和生态构建，也通过社区力量反哺模型迭代，形成强大正向循环。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-lg text-primary">3. 极致的成本效益</h3>
|
||
<p>无论是推理成本（较Claude 4 Sonnet有80%优势），还是API定价（仅为Claude系模型的1/5～1/7），KIMI都展现出强大的成本控制能力。高性价比是其商业化推广的核心武器，也是推动AI应用大规模落地的先决条件。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Perception & Expectation Gap -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-6">
|
||
<h2 class="card-title text-2xl text-glow mb-4">市场认知与预期差</h2>
|
||
<div class="space-y-4 text-slate-300">
|
||
<div>
|
||
<h3 class="font-bold text-lg text-secondary">市场热度与情绪</h3>
|
||
<p>市场对KIMI技术领先地位普遍认可，尤其K2发布后，被视为国产大模型追赶甚至局部超越的代表。乐观情绪围绕其技术实力和Agent广阔想象空间。但同时，K2 Thinking的“评测分数虚高”、“token开销大”以及多次服务器崩溃事件，也让市场对其稳定性和商用成本保持谨慎。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-bold text-lg text-secondary">预期差分析</h3>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong class="text-accent">技术叙事演变:</strong> 市场早期关注的“无损压缩”技术，后被更主流的MoE架构和工程化能力替代。市场可能低估了其快速跟进并优化业界主流范式的系统创新能力。</li>
|
||
<li><strong class="text-accent">性能与成本权衡:</strong> 市场惊叹于K2 Thinking的低训练成本，但可能忽略了其高昂的推理成本。大规模应用“边思考边用工具”的重Agent模式，实际推理算力开销是商业化的巨大挑战。</li>
|
||
<li><strong class="text-accent">用户量与价值转化:</strong> 市场为Kimi 3600万的月活用户兴奋，但C端流量如何有效转化为商业价值，路径尚不清晰，市场对此思考不足。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-12">
|
||
<h2 class="card-title text-2xl text-glow mb-4">产业链图谱深度剖析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-4">
|
||
<!-- Upstream -->
|
||
<div class="border border-primary/20 rounded-2xl p-4">
|
||
<h3 class="font-bold text-xl text-center text-primary mb-2">上游：基础资源层</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>算力:</strong> 提供模型训练和推理资源。(<span class="font-semibold text-slate-100">润泽科技, 亚康股份</span>)</li>
|
||
<li><strong>数据服务:</strong> 数据采集、标注等。(<span class="font-semibold text-slate-100">海天瑞声</span>)</li>
|
||
<li><strong>内容合规:</strong> 内容审核与安全服务。(<span class="font-semibold text-slate-100">人民网</span>)</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="border border-secondary/30 rounded-2xl p-4 ring-2 ring-secondary/20">
|
||
<h3 class="font-bold text-xl text-center text-secondary mb-2">中游：模型与平台层</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>核心:</strong> 月之暗面 (Kimi)，提供大模型及API服务。</li>
|
||
<li><strong>投资者:</strong> 通过股权投资深度绑定。(<span class="font-semibold text-slate-100">九安医疗, 深信服</span>)</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="border border-accent/20 rounded-2xl p-4">
|
||
<h3 class="font-bold text-xl text-center text-accent mb-2">下游：应用与服务层</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li><strong>战略合作/深度集成:</strong> 将Kimi能力深度融入自身产品，改变商业模式。(<span class="font-semibold text-slate-100">掌阅科技, 值得买, 彩讯股份</span>)</li>
|
||
<li><strong>API调用/功能集成:</strong> 将Kimi作为AI能力源之一，赋能现有产品。(<span class="font-semibold text-slate-100">因赛集团, 万兴科技, 汉得信息</span>)</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk Analysis -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-12">
|
||
<h2 class="card-title text-2xl text-glow mb-4">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mt-4 text-slate-300">
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-error mb-2">技术风险</h3>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li>成本与效率矛盾：强大的Agent能力伴随高昂的Token消耗和推理成本，商业化受阻。</li>
|
||
<li>技术路线跟随风险：核心架构若依赖跟随，可能被颠覆性创新超越。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-warning mb-2">商业化风险</h3>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li>盈利模式不清晰：API收费价格战激烈，C端付费模式仍在探索，转化路径不确定。</li>
|
||
<li>算力瓶颈：多次服务崩溃事件表明算力储备不足，构成商业服务“天花板”。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-lg text-info mb-2">政策与竞争风险</h3>
|
||
<ul class="list-disc list-inside space-y-1 text-sm">
|
||
<li>行业竞争白热化：国内外巨头重兵投入Agent领域，技术优势窗口期可能很短。</li>
|
||
<li>数据合规与安全：数据来源合规性、用户隐私保护等问题可能成为潜在政策风险。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Key Stock Analysis -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-12">
|
||
<h2 class="card-title text-2xl text-glow-secondary mb-4">关键个股异动深度剖析</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-100/20 border border-primary/10">
|
||
<input type="radio" name="stock-analysis" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-primary">
|
||
值得买 (300785) - AI Agent+消费龙头价值重估
|
||
</div>
|
||
<div class="collapse-content text-slate-300">
|
||
<p><strong>核心驱动力:</strong> 市场对于“AI Agent（智能体）+消费导购”这一概念的追捧与价值重估。与月之暗面Kimi合作推出智能体的消息，直接点燃市场情绪。这标志着其商业模式可能从“人找货”的搜索平台，进化为“AI帮你决策”的主动服务模式，估值逻辑从“互联网导购平台”向“AI应用服务商”切换，估值天花板被大幅打开。其上涨验证了市场对“Kimi Agent赋能垂直应用”逻辑的高度认可。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-100/20 border border-primary/10">
|
||
<input type="radio" name="stock-analysis" />
|
||
<div class="collapse-title text-xl font-medium text-primary">
|
||
三维天地 (301159) - RDA与AI智能体双轮驱动
|
||
</div>
|
||
<div class="collapse-content text-slate-300">
|
||
<p><strong>核心驱动力:</strong> RDA(真实数据资产)概念发酵与AI智能体(SunwayLink)业务超预期发展。公司作为数据确权与交易的技术底座提供商，深度受益于数据要素政策。同时，其AI Agent平台已接入Kimi，在药企研发等垂直场景落地，订单超预期（25H1突破5000万元），展示了清晰的商业化路径，引发市场对其业绩拐点的强烈预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-100/20 border border-primary/10">
|
||
<input type="radio" name="stock-analysis" />
|
||
<div class="collapse-title text-xl font-medium text-primary">
|
||
中文在线 (300364) - AI语料与短剧出海双重催化
|
||
</div>
|
||
<div class="collapse-content text-slate-300">
|
||
<p><strong>核心驱动力:</strong> 公司凭借其庞大的中文语料库（超60万小时），成为DeepSeek、Kimi等国产大模型的核心训练数据供应商，具备数据要素的稀缺性。同时，其海外短剧业务（CMS）爆发式增长，并通过AI工具链大幅降低制作成本。在市场资金高低切换的背景下，“AI语料稀缺性”+“短剧出海高增长”两大逻辑共振，触发了低位补涨行情。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Tables -->
|
||
<div class="glass-card rounded-3xl p-6 grid-span-12">
|
||
<h2 class="card-title text-2xl text-glow-secondary mb-4">相关产业链公司梳理</h2>
|
||
|
||
<div x-data="{ tab: 'stakeholders' }" class="mt-4">
|
||
<div class="tabs tabs-boxed bg-base-100/20 mb-4">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'stakeholders' }" @click="tab = 'stakeholders'">核心股东与战略伙伴</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'ecosystem' }" @click="tab = 'ecosystem'">生态应用与集成方</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'infrastructure' }" @click="tab = 'infrastructure'">基础设施与服务商</a>
|
||
</div>
|
||
|
||
<!-- Stakeholders Table -->
|
||
<div x-show="tab === 'stakeholders'">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-primary">
|
||
<th>公司名称</th>
|
||
<th>代码</th>
|
||
<th>关系类型</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>九安医疗</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002432" target="_blank" class="link link-hover">002432</a></td>
|
||
<td><span class="badge badge-secondary">参股投资</span></td>
|
||
<td>直接参与月之暗面相关主体投资，投资额等值于3000万美元。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>深信服</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300454" target="_blank" class="link link-hover">300454</a></td>
|
||
<td><span class="badge badge-secondary">参股投资</span></td>
|
||
<td>通过旗下琥珀资本参与月之暗面融资。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华策影视</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300133" target="_blank" class="link link-hover">300133</a></td>
|
||
<td><span class="badge badge-accent">战略合作</span></td>
|
||
<td>网传与月之暗面深度合作，共同推进AI在文化影视领域的应用。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>掌阅科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603533" target="_blank" class="link link-hover">603533</a></td>
|
||
<td><span class="badge badge-accent">战略合作</span></td>
|
||
<td>首批接入Kimi大模型的阅读平台，根据场景需要选择最优大模型。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>捷顺科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002609" target="_blank" class="link link-hover">002609</a></td>
|
||
<td><span class="badge badge-accent">生态合作</span></td>
|
||
<td>子公司与月之暗面创始人杨植麟首创企业循环智能合作，打造智慧停车GPT。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Ecosystem Table -->
|
||
<div x-show="tab === 'ecosystem'" style="display: none;">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-primary">
|
||
<th>公司名称</th>
|
||
<th>代码</th>
|
||
<th>关系类型</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>因赛集团</td><td><a href="https://valuefrontier.cn/company?scode=300781" target="_blank" class="link link-hover">300781</a></td><td><span class="badge badge-info">API合作</span></td><td>自研大模型与Kimi等在API接口调用方面有合作，用于AI营销产品。</td></tr>
|
||
<tr><td>易点天下</td><td><a href="https://valuefrontier.cn/company?scode=301171" target="_blank" class="link link-hover">301171</a></td><td><span class="badge badge-info">API合作</span></td><td>已接入Kimi Chat，解决复杂图生文和长视频脚本生成问题。</td></tr>
|
||
<tr><td>超讯通信</td><td><a href="https://valuefrontier.cn/company?scode=603322" target="_blank" class="link link-hover">603322</a></td><td><span class="badge badge-info">API合作</span></td><td>灵犀妙笔AI打通Kimi Chat链路，支持长文本处理。</td></tr>
|
||
<tr><td>盛天网络</td><td><a href="https://valuefrontier.cn/company?scode=300494" target="_blank" class="link link-hover">300494</a></td><td><span class="badge badge-info">API合作</span></td><td>AI原生音乐社交APP“给麦”已接入Kimi模型。</td></tr>
|
||
<tr><td>万兴科技</td><td><a href="https://valuefrontier.cn/company?scode=300624" target="_blank" class="link link-hover">300624</a></td><td><span class="badge">对接测试</span></td><td>已接入Kimi文本大模型，以提供最优产品体验。</td></tr>
|
||
<tr><td>彩讯股份</td><td><a href="https://valuefrontier.cn/company?scode=300634" target="_blank" class="link link-hover">300634</a></td><td><span class="badge">对接测试</span></td><td>AIBox平台正对Kimi等大模型进行不同场景对比评测。</td></tr>
|
||
<tr><td>汉得信息</td><td><a href="https://valuefrontier.cn/company?scode=300170" target="_blank" class="link link-hover">300170</a></td><td><span class="badge">对接测试</span></td><td>已开启AIGC平台对接测试，探索场景落地可行性。</td></tr>
|
||
<tr><td>博睿数据</td><td><a href="https://valuefrontier.cn/company?scode=688229" target="_blank" class="link link-hover">688229</a></td><td><span class="badge">对接测试</span></td><td>智能可观测平台BonreeONE有望接入Kimi，提升IT运维效率。</td></tr>
|
||
<tr><td>润和软件</td><td><a href="https://valuefrontier.cn/company?scode=300339" target="_blank" class="link link-hover">300339</a></td><td><span class="badge">对接测试</span></td><td>人工智能中枢平台AIRUNS已适配Kimi K2模型并完成对接。</td></tr>
|
||
<tr><td>普元信息</td><td><a href="https://valuefrontier.cn/company?scode=688118" target="_blank" class="link link-hover">688118</a></td><td><span class="badge">对接测试</span></td><td>模型管理系统可支持快速接入Kimi K2等主流大模型。</td></tr>
|
||
<tr><td>北信源</td><td><a href="https://valuefrontier.cn/company?scode=300352" target="_blank" class="link link-hover">300352</a></td><td><span class="badge">对接测试</span></td><td>已接入Kimi、DeepSeek等国内优秀大模型AI产品。</td></tr>
|
||
<tr><td>国投智能</td><td><a href="https://valuefrontier.cn/company?scode=300188" target="_blank" class="link link-hover">300188</a></td><td><span class="badge">对接测试</span></td><td>大模型内容检测平台支持对Kimi生成式文本的检测识别。</td></tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Infrastructure Table -->
|
||
<div x-show="tab === 'infrastructure'" style="display: none;">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-primary">
|
||
<th>公司名称</th>
|
||
<th>代码</th>
|
||
<th>服务类型</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>润泽科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300442" target="_blank" class="link link-hover">300442</a></td>
|
||
<td><span class="badge badge-success">算力</span></td>
|
||
<td>火山引擎为Kimi提供技术支持，润泽科技与火山引擎存在业务协同和合作。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>亚康股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301085" target="_blank" class="link link-hover">301085</a></td>
|
||
<td><span class="badge badge-success">算力</span></td>
|
||
<td>为Kimi算力提供方火山引擎提供硬件支持及全方位运维服务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>润建股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002929" target="_blank" class="link link-hover">002929</a></td>
|
||
<td><span class="badge badge-success">算力</span></td>
|
||
<td>通过子公司五象云谷为KIMI提供算力支持。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>海天瑞声</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="link link-hover">688787</a></td>
|
||
<td><span class="badge badge-warning">数据服务</span></td>
|
||
<td>网传公司为月之暗面提供数据训练服务。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>人民网</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603000" target="_blank" class="link link-hover">603000</a></td>
|
||
<td><span class="badge badge-warning">内容合规</span></td>
|
||
<td>网传公司为Kimi内容合规核心合作方。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center p-10 text-xs text-slate-500">
|
||
<p>Copyright © 2024 北京价值前沿科技有限公司. All rights reserved.</p>
|
||
<p>This report is generated by AI based on public data and is for research purposes only. It does not constitute investment advice.</p>
|
||
</footer>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('timeline-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
const timelineData = [
|
||
{ date: '2023-10-09', event: 'Kimi智能助手发布', detail: '支持20万汉字，奠定长文本专家地位' },
|
||
{ date: '2024-03-18', event: '200万字上下文内测', detail: '技术飞跃，引爆C端市场，用户量激增' },
|
||
{ date: '2024-12-16', event: '视觉思考模型k1发布', detail: '向多模态能力延伸' },
|
||
{ date: '2025-02-17', event: '推理模型k1.5发布', detail: '显著提升复杂推理能力' },
|
||
{ date: '2025-07-12', event: 'Kimi K2基座模型发布并开源', detail: '核心催化事件，被誉为"又一个DeepSeek时刻"' },
|
||
{ date: '2025-08-01', event: 'Kimi K2高速版发布', detail: '输出速度提升至6倍，解决效率问题' },
|
||
{ date: '2025-09-25', event: 'Agent模式OK Computer发布', detail: '推动"模型即Agent"理念落地，开启新篇章' },
|
||
{ date: '2025-10-31', event: 'Kimi Linear注意力架构发布', detail: '旨在解决长文本推理成本与效率瓶颈' },
|
||
{ date: '2025-11-07', event: '思考模型Kimi K2 Thinking开源', detail: '全面提升Agent能力，原生支持INT4量化' },
|
||
];
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
const data = params[0].data;
|
||
return `<strong>${data.event} (${data.value[0]})</strong><br/>${data.detail}`;
|
||
},
|
||
backgroundColor: 'rgba(21, 28, 46, 0.8)',
|
||
borderColor: '#19d4ff',
|
||
textStyle: {
|
||
color: '#e5e7eb'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '10%',
|
||
top: '10%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: '#8392A5' } },
|
||
splitLine: { show: false }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
data: ['事件'],
|
||
axisLine: { lineStyle: { color: '#8392A5' } },
|
||
splitLine: {
|
||
show: true,
|
||
lineStyle: {
|
||
color: 'rgba(131, 146, 165, 0.1)'
|
||
}
|
||
}
|
||
},
|
||
series: [{
|
||
name: 'KIMI发展时间线',
|
||
type: 'line',
|
||
symbol: 'circle',
|
||
symbolSize: 12,
|
||
data: timelineData.map((item, index) => ({
|
||
name: item.event,
|
||
value: [item.date, index + 1],
|
||
event: item.event,
|
||
detail: item.detail,
|
||
})),
|
||
itemStyle: {
|
||
color: '#19d4ff',
|
||
borderColor: '#fff',
|
||
borderWidth: 2,
|
||
shadowColor: 'rgba(25, 212, 255, 0.8)',
|
||
shadowBlur: 10
|
||
},
|
||
lineStyle: {
|
||
color: '#19d4ff',
|
||
width: 3,
|
||
shadowColor: 'rgba(25, 212, 255, 0.5)',
|
||
shadowBlur: 10
|
||
},
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(25, 212, 255, 0.3)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(25, 212, 255, 0)'
|
||
}])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'top',
|
||
formatter: '{b}',
|
||
color: '#e5e7eb',
|
||
textShadowColor: 'rgba(0, 0, 0, 0.5)',
|
||
textShadowBlur: 5
|
||
}
|
||
}],
|
||
dataZoom: [{
|
||
type: 'inside',
|
||
start: 0,
|
||
end: 100
|
||
}, {
|
||
start: 0,
|
||
end: 10,
|
||
handleIcon: 'M10.7,11.9v-1.3H9.3v1.3c-4.9,0.3-8.8,4.4-8.8,9.4c0,5,3.9,9.1,8.8,9.4v1.3h1.3v-1.3c4.9-0.3,8.8-4.4,8.8-9.4C19.5,16.3,15.6,12.2,10.7,11.9z M13.3,24.4H6.7V23h6.6V24.4z M13.3,19.6H6.7v-1.4h6.6V19.6z',
|
||
handleSize: '80%',
|
||
handleStyle: {
|
||
color: '#fff',
|
||
shadowBlur: 3,
|
||
shadowColor: 'rgba(0, 0, 0, 0.6)',
|
||
shadowOffsetX: 2,
|
||
shadowOffsetY: 2
|
||
},
|
||
textStyle: { color: '#e5e7eb' }
|
||
}]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |