532 lines
37 KiB
HTML
532 lines
37 KiB
HTML
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<html lang="zh-CN" data-theme="night">
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<title>深度行业研究 | 数据中心液冷</title>
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font-family: 'Noto Sans SC', sans-serif;
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color: #e2e8f0;
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overflow-x: hidden;
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backdrop-filter: blur(20px);
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border: 1px solid rgba(56, 189, 248, 0.1);
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border-radius: 2rem;
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box-shadow: 0 0 80px rgba(0, 246, 255, 0.05);
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</head>
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<body class="min-h-screen bg-gradient-radial-farthest">
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<div class="fixed inset-0 z-[-10] bg-[url('https://images.unsplash.com/photo-1534796636912-3b95b3ab5986?q=80&w=3271&auto=format&fit=crop')] bg-cover bg-center opacity-10"></div>
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<div class="fixed top-0 left-0 w-1/2 h-full z-[-5] bg-gradient-to-br from-cyan-500/20 via-transparent to-transparent opacity-30 blur-[150px]"></div>
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<div class="fixed bottom-0 right-0 w-1/2 h-full z-[-5] bg-gradient-to-tl from-purple-500/20 via-transparent to-transparent opacity-30 blur-[150px]"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold title-glow text-sky-300">数据中心液冷</h1>
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<p class="mt-4 text-lg text-slate-400">一场由AI算力驱动的散热革命</p>
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<div class="mt-2 text-xs text-slate-500">
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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” 呈现
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</div>
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</header>
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<main class="space-y-6">
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<div class="bento-grid">
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<!-- Insight Section -->
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<section class="bento-span-8 glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">核心投研 Insight</h2>
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<div class="space-y-6 text-slate-300">
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<article>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">0. 核心观点摘要</h3>
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<p class="text-sm leading-relaxed">数据中心液冷正经历从前沿探索到产业标配的“范式转移”，其核心驱动力源于 <strong class="text-cyan-400">AI算力需求暴增所带来的物理散热极限</strong>，并由全球性的“PUE”能效政策强力催化。当前，行业正处于 <strong class="text-cyan-400">渗透率加速提升的爆发前期</strong>，投资逻辑已从对概念的认知转向对产业链核心环节 <strong class="text-cyan-400">订单落地、技术壁垒及出海能力的验证</strong>，未来潜力巨大，但短期内也面临技术标准、供应链成熟度和改造成本的挑战。</p>
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</article>
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<article>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">1. 概念的核心逻辑与市场认知分析</h3>
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<div class="space-y-4 text-sm">
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<div>
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<h4 class="font-medium text-cyan-400">核心驱动力：</h4>
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<ul class="list-disc pl-5 mt-2 space-y-1">
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<li><strong class="text-slate-200">物理定律的“天花板”</strong>: 随着芯片功率密度飙升（NVIDIA B200功耗 >1000W），热流密度远超空气导热上限。液体导热能力是空气的15-25倍，成为解决高密度散热的唯一可行路径。</li>
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<li><strong class="text-slate-200">政策法规的“硬约束”</strong>: 中国对新建大型数据中心PUE要求已下探至1.3以下。风冷PUE最优约1.3，而液冷可轻松实现1.2以下（浸没式可达1.04），成为合规建设的必然选择。</li>
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<li><strong class="text-slate-200">全生命周期成本（TCO）的“经济账”</strong>: 液冷可节省30%-42%的能耗。对于30kW以上机柜，冷板式液冷TCO已具优势；浸没式液冷在2-4.5年内可通过电费节省回本。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-cyan-400">预期差分析：</h4>
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<ul class="list-disc pl-5 mt-2 space-y-1">
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<li><strong class="text-slate-200">“普涨”与“分化”的预期差</strong>: 市场可能高估外围环节。产业链价值量高度集中在 <strong class="text-fuchsia-400">CDU（冷却分配单元）</strong> 和 <strong class="text-fuchsia-400">冷板</strong>（合计占50%-70%），及技术壁垒高的冷却液和快换接头。部分泵阀、管路企业短期业绩弹性远不及市场预期。</li>
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<li><strong class="text-slate-200">“技术成熟”与“核心瓶颈”的预期差</strong>: 国产CDU在应对AIDC <strong class="text-fuchsia-400">毫秒级负载波动</strong> 的控制逻辑上与海外存在差距，是高端市场被“卡脖子”的潜在风险点。</li>
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<li><strong class="text-slate-200">“全面替代”与“场景分化”的预期差</strong>: 市场可能高估浸没式放量速度。<strong class="text-fuchsia-400">冷板式液冷（市占率>90%）</strong> 凭借成熟度、低改造难度，在未来3-5年内仍是绝对主流。</li>
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<li><strong class="text-slate-200">“国内市场”与“出海机遇”的预期差</strong>: 海外供给不足为国内企业切入谷歌、Meta等供应链打开窗口期，这部分海外增量市场可能是当前市场模型未充分计入的潜在上行空间。</li>
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</ul>
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</div>
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</div>
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</article>
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<article>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">2. 关键催化剂与未来发展路径</h3>
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<div class="space-y-4 text-sm">
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<div>
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<h4 class="font-medium text-cyan-400">近期催化剂 (未来3-6个月):</h4>
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<ul class="list-disc pl-5 mt-2 space-y-1">
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<li>NVIDIA GB200/NVL72规模出货，直接转化为液冷系统订单。</li>
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<li>头部云厂商（微软、谷歌）明确后续数据中心100%采用液冷。</li>
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<li>国内液冷相关统一标准出台，加速产业规模化。</li>
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<li>国内头部厂商公告获得海外超大规模数据中心批量订单。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-medium text-cyan-400">长期发展路径:</h4>
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<ul class="list-disc pl-5 mt-2 space-y-1">
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<li><strong class="text-slate-200">第一阶段 (2024-2025)</strong>: 渗透率爆发期。冷板式为主力，在新AI智算中心快速渗透。</li>
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<li><strong class="text-slate-200">第二阶段 (2025-2027)</strong>: 技术深化与格局分化期。浸没式开始规模化，技术壁垒成为核心差异点，国产冷却液替代进入兑现期。</li>
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<li><strong class="text-slate-200">第三阶段 (2028+)</strong>: 成熟与创新期。液冷成为标配，技术演进转向热量回收、相变冷却等前沿技术。</li>
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</ul>
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</div>
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</div>
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</article>
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<article>
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<h3 class="font-semibold text-lg text-slate-100 mb-2">3. 投资启示与价值环节</h3>
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<p class="text-sm leading-relaxed mb-2">“数据中心液冷”已进入由基本面驱动的产业爆发阶段，增长确定性高。当前正处于从“0到1”向“1到N”过渡的关键时期，行业格局未定，为具备核心技术和客户优势的企业提供了巨大的成长机遇。</p>
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<div class="space-y-2 text-sm">
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<h4 class="font-medium text-cyan-400">最具投资价值的细分环节：</h4>
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<ul class="list-decimal pl-5 space-y-1">
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<li><strong class="text-slate-200">解决方案集成层 (Total Solution Provider)</strong>: 具备CDU、冷板等全链条产品能力的企业护城河最深，如 <strong class="text-fuchsia-400">英维克</strong>。</li>
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<li><strong class="text-slate-200">核心高价值零部件 (Key Components)</strong>: 技术壁垒高的 <strong class="text-fuchsia-400">CDU</strong> 和受益于国产替代的 <strong class="text-fuchsia-400">含氟冷却液</strong> (如巨化股份)。</li>
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<li><strong class="text-slate-200">绑定巨头的服务器厂商 (Server Vendors)</strong>: 直接受益于下游服务器采购液冷化趋势，如 <strong class="text-fuchsia-400">浪潮信息</strong>。</li>
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</ul>
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</div>
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</article>
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</div>
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</section>
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<!-- Market Size & Charts -->
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<section class="bento-span-4 glass-card p-6 md:p-8 flex flex-col">
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<h2 class="text-2xl font-bold text-sky-400 text-glow mb-4">市场规模与预测</h2>
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<p class="text-sm text-slate-400 mb-6">机构普遍预测2025年为液冷爆发元年，市场空间将在未来数年内实现数倍增长。</p>
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<div id="market-size-chart" class="w-full h-64 flex-grow"></div>
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<div id="penetration-rate-chart" class="w-full h-64 flex-grow mt-4"></div>
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</section>
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<!-- Technology Deep Dive -->
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<section class="bento-span-6 glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">技术方案深度解析</h2>
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<div class="space-y-4">
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<div class="p-4 bg-slate-900/50 rounded-2xl border border-slate-700">
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<h3 class="font-semibold text-lg text-cyan-300">冷板式液冷 (主流方案)</h3>
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<p class="text-sm text-slate-300 mt-2">通过液冷板将热量间接传递给冷却液，技术成熟度高，改造成本低，是当前市场绝对主流 (市占率 >90%)。与浸没式相比，系统安全性更高。</p>
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<div class="mt-3 text-xs space-y-1">
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<p><strong class="text-slate-400">核心组件:</strong> Cold Plate (冷板), CDU, 快换接头, Manifold</p>
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<p><strong class="text-slate-400">价值量占比:</strong> CDU和冷板合计占 <strong class="text-cyan-400">50%-70%</strong></p>
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<p><strong class="text-slate-400">单W造价:</strong> 约 <strong class="text-cyan-400">3-5元/W</strong></p>
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</div>
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</div>
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<div class="p-4 bg-slate-900/50 rounded-2xl border border-slate-700">
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<h3 class="font-semibold text-lg text-fuchsia-300">浸没式液冷 (未来方向)</h3>
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<p class="text-sm text-slate-300 mt-2">将发热器件完全浸没在绝缘冷却液中，散热效率最高 (PUE可低至1.04)，节能效果更优，支持超高功率密度机柜 (200kW+)。</p>
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<div class="mt-3 text-xs space-y-1">
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<p><strong class="text-slate-400">冷却液:</strong> 氟化液、碳氢及有机硅类冷却液</p>
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<p><strong class="text-slate-400">挑战:</strong> 初期投资高、维护困难、IT设备兼容性差</p>
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<p><strong class="text-slate-400">市场趋势:</strong> 预计2028年占液冷比例提升至 <strong class="text-fuchsia-400">60%</strong></p>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain -->
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<section class="bento-span-6 glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">产业链核心环节</h2>
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<div class="space-y-3">
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<div class="p-3 bg-slate-900/50 rounded-xl">
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<p class="font-medium text-slate-300"><span class="text-sky-400 font-bold">上游</span>: 核心零部件与原材料</p>
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<p class="text-xs text-slate-400 mt-1">CDU (英维克/申菱/高澜)、冷板 (飞荣达/银轮)、冷却液 (巨化/新宙邦)、快换接头 (英维克)、泵 (飞龙/大元)</p>
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</div>
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<div class="p-3 bg-slate-900/50 rounded-xl">
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<p class="font-medium text-slate-300"><span class="text-sky-400 font-bold">中游</span>: 液冷服务器与解决方案集成</p>
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<p class="text-xs text-slate-400 mt-1">液冷服务器 (浪潮信息/中科曙光)、解决方案 (曙光数创/英维克/华为/阿里)</p>
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</div>
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<div class="p-3 bg-slate-900/50 rounded-xl">
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<p class="font-medium text-slate-300"><span class="text-sky-400 font-bold">下游</span>: 数据中心运营商与最终用户</p>
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<p class="text-xs text-slate-400 mt-1">云厂商 (阿里/腾讯/字节)、运营商 (移动/电信/联通)、金融、科研</p>
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</div>
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</div>
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</section>
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</div>
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<!-- Supporting Data Accordion -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">多维数据摘要</h2>
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<div class="space-y-4">
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<div class="collapse collapse-plus bg-slate-900/50 border border-slate-800 rounded-2xl">
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<input type="radio" name="my-accordion-3" checked="checked" />
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<div class="collapse-title text-xl font-medium text-cyan-300">
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市场趋势与驱动因素 (新闻 & 研报)
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</div>
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<div class="collapse-content">
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<ul class="list-disc pl-5 text-sm space-y-2 text-slate-300 pt-2">
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<li><strong>AI驱动需求爆发</strong>: AI数据中心需求井喷，预计2028年全球装机容量增长超10倍。高密度算力使液冷成为必然选择。</li>
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<li><strong>物理散热极限</strong>: 芯片功率密度持续提升，风冷已无法满足散热需求。液冷冷却能力较风冷高1000~3000倍。</li>
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<li><strong>能耗与PUE政策</strong>: 冷却系统占数据中心总能耗约38%。液冷技术是降低PUE值（政策要求<1.3）的关键。</li>
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<li><strong>TCO经济性</strong>: 冷板式液冷初始成本已低于风冷；浸没式液冷运行4.5年后TCO将低于风冷。</li>
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<li><strong>产业共识</strong>: 华为、英伟达等行业巨头明确液冷为未来方向。运营商规划2025年超50%新建项目采用液冷。</li>
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</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-900/50 border border-slate-800 rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
核心公司动态 (路演 & 新闻)
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 text-sm space-y-2 text-slate-300 pt-2">
|
||
<li><strong>英维克(002837)</strong>: 全链条覆盖（冷板/CDU/快接头），国内唯一与NVIDIA有直接订单合作的设备商，出海确定性高。</li>
|
||
<li><strong>曙光数创(920808)</strong>: 液冷基础设施市场份额连续3年第一（~61%），浸没式液冷技术国内唯一规模化部署厂商。</li>
|
||
<li><strong>申菱环境(301018)</strong>: 深度合作华为，聚焦机房侧CDU等核心设备，液冷营收高速增长。</li>
|
||
<li><strong>高澜股份(300499)</strong>: 深度绑定字节跳动出海项目，在东南亚市占率达35%，液冷业务占比超85%。</li>
|
||
<li><strong>浪潮信息(000977)</strong>: 践行"All in液冷"战略，液冷服务器中国市场份额第一，建成亚洲最大液冷研发生产基地。</li>
|
||
<li><strong>巨化股份(600160)</strong>: 含氟冷却液龙头，受益于3M退出PFAS生产带来的巨大国产替代窗口，一期1000t PFPE已投产。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-900/50 border border-slate-800 rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
挑战与风险提示
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 text-sm space-y-2 text-slate-300 pt-2">
|
||
<li><strong>技术风险</strong>: 国产CDU核心控制技术仍落后，标准尚未统一阻碍规模化，浸没式液冷运营难题待解。</li>
|
||
<li><strong>商业化风险</strong>: 旧数据中心改造成本高、难度大，渗透速度可能不及预期；供应链瓶颈可能导致“有订单，难交付”。</li>
|
||
<li><strong>竞争风险</strong>: 市场前景吸引大量新玩家入场，可能引发价格战，侵蚀行业利润率。</li>
|
||
<li><strong>需求风险</strong>: AI发展、数据中心建设进度不及预期，可能导致下游算力需求放缓。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<section class="bento-span-12 glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">近期异动个股分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/6">股票名称</th>
|
||
<th class="w-1/6">异动日期</th>
|
||
<th class="w-1/6">涨跌幅</th>
|
||
<th class="w-3/6">核心原因分析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data injected by Alpine.js -->
|
||
<template x-data="riseData" x-for="stock in stocks" :key="stock.stock_code">
|
||
<tr class="hover">
|
||
<td class="font-bold text-slate-100">
|
||
<span x-text="stock.stock"></span>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-xs text-slate-400 ml-2" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.trade_date"></td>
|
||
<td>
|
||
<span class="font-semibold" :class="stock.rise_rate > 0 ? 'text-red-400' : 'text-green-400'" x-text="stock.rise_rate + '%'"></span>
|
||
</td>
|
||
<td class="text-xs text-slate-300 leading-relaxed">
|
||
<div x-html="stock.reason"></div>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="bento-span-12 glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold text-sky-400 text-glow mb-6">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full" x-data="stockData">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks" :key="stock.stock_code">
|
||
<tr class="hover">
|
||
<td class="font-bold text-slate-100" x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-sky-400 hover:text-sky-300 transition-colors" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td class="text-xs text-slate-300" x-text="stock.reason"></td>
|
||
<td>
|
||
<span class="badge badge-outline border-cyan-500 text-cyan-500" x-text="stock.tag"></span>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center py-12">
|
||
<p class="text-xs text-slate-600">本报告由价值前沿“价小前投研”AI Agent基于公开信息合成，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('riseData', () => ({
|
||
stocks: [
|
||
{
|
||
"stock": "宏盛股份",
|
||
"stock_code": "603090",
|
||
"rise_rate": 10.01,
|
||
"trade_date": "2025-09-23",
|
||
"reason": "<strong>核心结论:</strong> 六部委首次给出“2027 年新建大型/超大型数据中心液冷占比≥30%”硬性指标，政策发酵，资金集中攻击已批量供货头部服务器厂、市值小且产能翻倍的宏盛股份。<br><strong>驱动概念:</strong> 液冷服务器+数据中心绿色低碳"
|
||
},
|
||
{
|
||
"stock": "盾安环境",
|
||
"stock_code": "002011",
|
||
"rise_rate": 6.81,
|
||
"trade_date": "2025-09-18",
|
||
"reason": "<strong>核心结论:</strong> 液冷数据中心概念受市场追捧，公司在该领域有技术储备和项目落地能力，叠加相对估值优势，共同促成股价上涨。<br><strong>驱动概念:</strong> 液冷数据中心+温控阀件"
|
||
},
|
||
{
|
||
"stock": "欧陆通",
|
||
"stock_code": "300870",
|
||
"rise_rate": 20.0,
|
||
"trade_date": "2025-08-11",
|
||
"reason": "<strong>核心结论:</strong> 工信部《数据中心绿色低碳改造行动计划》量化液冷渗透率，公司液冷泵已量产并扩产，政策与基本面共振，引发机构关注。<br><strong>驱动概念:</strong> 液冷泵+数据中心绿色低碳"
|
||
},
|
||
{
|
||
"stock": "松芝股份",
|
||
"stock_code": "002454",
|
||
"rise_rate": 9.98,
|
||
"trade_date": "2025-08-13",
|
||
"reason": "<strong>核心结论:</strong> 工信部政策将液冷列为强制推广技术，公司液冷业务订单饱满、毛利率高，政策催化与业绩兑现共振。<br><strong>驱动概念:</strong> 液冷服务器+数据中心温控"
|
||
},
|
||
{
|
||
"stock": "长城电工",
|
||
"stock_code": "600192",
|
||
"rise_rate": 9.99,
|
||
"trade_date": "2025-08-13",
|
||
"reason": "<strong>核心结论:</strong> 工信部行动计划首次将“液冷配电一体化”列为强制技术路线，公司具备成熟产品和在手订单，成为政策直接受益标的。<br><strong>驱动概念:</strong> 液冷配电一体化+数据中心"
|
||
},
|
||
{
|
||
"stock": "科士达",
|
||
"stock_code": "002518",
|
||
"rise_rate": 10.0,
|
||
"trade_date": "2025-11-06",
|
||
"reason": "<strong>核心结论:</strong> 拿下36亿元北美数据中心液冷储能大单，叠加政策将“数据中心储能”列入示范场景，形成“业绩+政策+海外需求”三击。<br><strong>驱动概念:</strong> 数据中心储能+北美出海+液冷"
|
||
},
|
||
{
|
||
"stock": "朗迪集团",
|
||
"stock_code": "603726",
|
||
"rise_rate": 10.0,
|
||
"trade_date": "2025-07-09",
|
||
"reason": "<strong>核心结论:</strong> 因“液冷散热绑定长鑫+英伟达GB200送样+eVTOL复材适航”三大产业催化共振，机构抢筹。<br><strong>驱动概念:</strong> 液冷散热+数据中心+eVTOL"
|
||
},
|
||
{
|
||
"stock": "日海智能",
|
||
"stock_code": "002313",
|
||
"rise_rate": 10.0,
|
||
"trade_date": "2025-08-08",
|
||
"reason": "<strong>核心结论:</strong> 液冷服务器赛道连续爆发，公司已有浸没式液冷机柜、CDU批量出货，被资金选为板块龙头之一。<br><strong>驱动概念:</strong> 液冷服务器+算力基础设施"
|
||
}
|
||
]
|
||
}));
|
||
|
||
Alpine.data('stockData', () => ({
|
||
stocks: [
|
||
// Solutions & Core Equipment
|
||
{ stock: '英维克', stock_code: '002837', reason: '全链条覆盖(冷板/CDU/快接头)，精密温控龙头，国内唯一与NV有直接订单合作的设备厂商。', tag: '温控设备' },
|
||
{ stock: '曙光数创', stock_code: '920808', reason: '液冷基础设施市占率第一，浸没/冷板液冷数据中心基础设施产品。', tag: '北交所' },
|
||
{ stock: '申菱环境', stock_code: '301018', reason: '深度绑定华为，提供数据中心液冷温控系统，DPC相变冷却系统。', tag: '温控设备' },
|
||
{ stock: '高澜股份', stock_code: '300499', reason: '深度绑定字节，提供冷板式和浸没式液冷全套解决方案，产品涵盖液冷板/CDU/TANK等。', tag: '浸没式液冷' },
|
||
{ stock: '同飞股份', stock_code: '300990', reason: '推出冷板式和浸没式液冷全套解决方案，持续突破国内外数据中心客户。', tag: '浸没式液冷' },
|
||
// Servers
|
||
{ stock: '浪潮信息', stock_code: '000977', reason: '2024年液冷服务器中国市场份额第一，"All in液冷"战略。', tag: '液冷服务器' },
|
||
{ stock: '中科曙光', stock_code: '603019', reason: '2015年推出国内首款规模化量产的液冷服务器，液冷技术先行者。', tag: '液冷服务器' },
|
||
{ stock: '紫光股份', stock_code: '000938', reason: '具备全栈液冷解决方案，覆盖液冷服务器、机房设备、管道等。', tag: '液冷服务器' },
|
||
{ stock: '中兴通讯', stock_code: '000063', reason: '全系列服务器支持液冷，高性能液冷服务器性能居于业界前列。', tag: '液冷服务器' },
|
||
// Core Components
|
||
{ stock: '银轮股份', stock_code: '002126', reason: '热交换器龙头，在数据中心液冷解决方案实现里程碑式突破。', tag: '热交换' },
|
||
{ stock: '飞荣达', stock_code: '300602', reason: '单相/两相液冷冷板模组，已与国内主流服务器厂商达成供应合作。', tag: '液冷模组' },
|
||
{ stock: '飞龙股份', stock_code: '002536', reason: '电子水泵龙头，产品应用广泛拓展至服务器液冷、IDC液冷等。', tag: 'CDU泵' },
|
||
{ stock: '统一股份', stock_code: '600506', reason: '开发数据中心服务器浸没式液冷技术，采用碳氢类合成油冷却油。', tag: '冷却液' },
|
||
{ stock: '川环科技', stock_code: '300547', reason: '液冷服务器用冷却系统管路产品已批量供货，并布局快换接头。', tag: '快换接头' },
|
||
// Other related
|
||
{ stock: '冰轮环境', stock_code: '000811', reason: '提供数据中心液冷系统一次侧冷源装备(闭式冷却塔)和热交换装置。', tag: '冷却塔' },
|
||
{ stock: '汉钟精机', stock_code: '002158', reason: '螺杆及磁悬浮制冷压缩机已提供给数据中心使用。', tag: '压缩机' },
|
||
{ stock: '依米康', stock_code: '300249', reason: '机房空调市场领先厂商，已成功开发浸没式液冷产品。', tag: '温控设备' },
|
||
{ stock: '佳力图', stock_code: '603912', reason: '机房环境控制，精密空调营收占比较高，布局磁悬浮压缩机。', tag: '温控设备' },
|
||
].sort((a, b) => {
|
||
const order = ['温控设备', '液冷服务器', '浸没式液冷', '液冷模组', 'CDU泵', '热交换', '冷却液', '快换接头', '压缩机', '冷却塔', '北交所'];
|
||
return order.indexOf(a.tag) - order.indexOf(b.tag);
|
||
})
|
||
}));
|
||
});
|
||
|
||
const marketSizeChart = echarts.init(document.getElementById('market-size-chart'));
|
||
const penetrationRateChart = echarts.init(document.getElementById('penetration-rate-chart'));
|
||
|
||
const chartOptionBase = {
|
||
grid: { top: '20%', right: '5%', bottom: '15%', left: '18%' },
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(15, 23, 42, 0.8)', borderColor: 'rgba(56, 189, 248, 0.3)', textStyle: { color: '#e2e8f0' } },
|
||
legend: { show: true, top: 0, right: 10, textStyle: { color: '#94a3b8' } },
|
||
xAxis: {
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.2)' } },
|
||
axisLabel: { color: '#94a3b8' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } },
|
||
axisLabel: { color: '#94a3b8' }
|
||
},
|
||
series: []
|
||
};
|
||
|
||
marketSizeChart.setOption({
|
||
...chartOptionBase,
|
||
title: { text: '中国液冷市场规模 (亿元)', left: 'center', textStyle: { color: '#e2e8f0', fontSize: 14 } },
|
||
yAxis: { ...chartOptionBase.yAxis, name: '亿元' },
|
||
xAxis: { ...chartOptionBase.xAxis, data: ['2023A', '2024E', '2025E', '2027E'] },
|
||
series: [{
|
||
name: '市场规模',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: [20, 50, 100, 180],
|
||
itemStyle: { color: '#22d3ee' },
|
||
lineStyle: { width: 3, shadowColor: 'rgba(34, 211, 238, 0.5)', shadowBlur: 10 },
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0, color: 'rgba(34, 211, 238, 0.3)'
|
||
}, {
|
||
offset: 1, color: 'rgba(34, 211, 238, 0)'
|
||
}])
|
||
}
|
||
}]
|
||
});
|
||
|
||
penetrationRateChart.setOption({
|
||
...chartOptionBase,
|
||
grid: { ...chartOptionBase.grid, left: '15%' },
|
||
title: { text: 'AI数据中心液冷渗透率', left: 'center', textStyle: { color: '#e2e8f0', fontSize: 14 } },
|
||
yAxis: { ...chartOptionBase.yAxis, name: '%', axisLabel: { formatter: '{value} %' } },
|
||
xAxis: { ...chartOptionBase.xAxis, data: ['2024', '2025', '2027', '2028'] },
|
||
series: [{
|
||
name: '渗透率',
|
||
type: 'bar',
|
||
data: [14, 33, 40, 85],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(192, 132, 252, 1)' },
|
||
{ offset: 1, color: 'rgba(126, 34, 206, 1)' }
|
||
]),
|
||
borderRadius: [4, 4, 0, 0]
|
||
},
|
||
barMaxWidth: 30,
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(216, 180, 254, 1)' },
|
||
{ offset: 1, color: 'rgba(147, 51, 234, 1)' }
|
||
])
|
||
}
|
||
}
|
||
}]
|
||
});
|
||
|
||
window.addEventListener('resize', () => {
|
||
marketSizeChart.resize();
|
||
penetrationRateChart.resize();
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |