533 lines
39 KiB
HTML
533 lines
39 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>深度行研 | 太空算力</title>
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<script src="https://cdn.tailwindcss.com"></script>
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</style>
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</head>
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<body class="min-h-screen text-gray-300 antialiased">
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="fui-title text-5xl md:text-7xl font-bold text-white mb-4 tracking-wider">
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太 空 算 力
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</h1>
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<p class="text-lg text-info">
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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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</p>
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<p class="text-sm text-gray-500 mt-1">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Main Content -->
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<main class="space-y-12">
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<!-- Core Insight Section -->
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<section id="insight">
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<div class="bento-grid">
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<!-- Core View Summary -->
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<div class="bento-item bento-item-1 fui-card rounded-3xl p-6 md:p-8">
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<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h2>
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<p class="text-base leading-relaxed">
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太空算力是为应对AI时代下地面算力面临的<strong class="text-yellow-300">能源、散热、部署</strong>三重根本性瓶颈而生的颠覆性解决方案。当前，该概念已凭借全球首个在轨计算星座的成功组网，走出了纯粹的理论构想阶段，进入了<strong class="text-green-300">工程验证与早期商业化探索的关键时期</strong>。其核心驱动力源于AI对算力需求的指数级增长与物理世界有限资源的根本矛盾，未来潜力在于构建一个与地面互补、甚至在特定场景下超越地面的全新算力基础设施，市场空间有望达到<strong class="text-purple-300">万亿级别</strong>。
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</p>
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</div>
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<!-- Core Logic & Market Perception -->
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<div class="bento-item bento-item-2 fui-card rounded-3xl p-6 md:p-8">
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<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-4">核心逻辑与市场认知分析</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">双轮驱动：需求牵引与供给创新</h3>
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><strong class="text-yellow-400">需求牵引 (Why Space?):</strong> 地面AI算力遭遇“不可能三角”——<strong class="text-red-400">能源枯竭</strong>（电网扩容线性 vs 算力需求指数级）、<strong class="text-red-400">散热极限</strong>（PUE逼近1.2物理极限）、<strong class="text-red-400">部署瓶颈</strong>（土地、环评等）。</li>
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<li><strong class="text-green-400">供给创新 (Why Now?):</strong> 太空提供完美解决方案——<strong class="text-green-400">能源优势</strong>（太阳能效率5-8倍）、<strong class="text-green-400">散热优势</strong>（-270℃天然热沉，PUE趋近1）、<strong class="text-green-400">效率优势</strong>（在轨处理，响应速度从天/周级缩至秒级）。可回收火箭技术正推动发射成本走向商业化拐点。</li>
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</ul>
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</div>
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<hr class="glow-divider my-4">
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<div>
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<h3 class="font-semibold text-lg text-white mb-2">市场热度与预期差分析</h3>
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><strong class="text-blue-300">市场情绪:</strong> 高度关注，极为乐观，新闻、研报、路演密集轰炸，已形成强大板块号召力。</li>
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<li><strong class="text-orange-300">潜在预期差 ① (规模与时间):</strong> 市场可能高估短期内实现百万卡级别（万POPS）算力的速度，当前仍在POPS级验证阶段。</li>
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<li><strong class="text-orange-300">潜在预期差 ② (关键瓶颈):</strong> 对<strong class="text-red-400">发射成本</strong>和<strong class="text-red-400">Tbps级星间通信</strong>两大基础瓶颈的认知可能不足。</li>
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<li><strong class="text-orange-300">潜在预期差 ③ (商业模式):</strong> "地数天算"场景下与地面算力的成本效益对比曲线尚不清晰。</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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<!-- Catalysts & Future Path -->
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<div class="bento-item bento-item-3 fui-card rounded-3xl p-6 md:p-8 flex flex-col">
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<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-4">关键催化剂与发展路径</h2>
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<div class="space-y-4 text-sm flex-grow">
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<h3 class="font-semibold text-white">近期催化剂 (未来3-12个月)</h3>
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<ul class="list-decimal list-inside space-y-1">
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<li>北京“辰光一号”试验星发射 (2025年底-2026年初)</li>
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<li>“三体计算星座”规模扩展至超50颗</li>
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<li>朱雀三号等可回收火箭首飞进展</li>
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<li>Starcloud-1 (H100) 在轨测试结果公布</li>
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</ul>
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</div>
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<hr class="glow-divider my-4">
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<div class="space-y-4 text-sm flex-grow">
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<h3 class="font-semibold text-white">长期发展路径 (3-10年)</h3>
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<ol class="list-decimal list-inside space-y-1">
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<li><strong class="text-blue-400">2025-27:</strong> 技术攻关 & “天数天算”商业化</li>
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<li><strong class="text-purple-400">2028-30:</strong> 成本下降 & “地数天算”模式探索</li>
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<li><strong class="text-green-400">2031-35:</strong> 规模化部署 & “天基主算”时代</li>
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</ol>
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</div>
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</div>
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<!-- Event Timeline -->
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<div class="bento-item bento-item-4 fui-card rounded-3xl p-6 md:p-8">
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<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-4">概念发展时间轴</h2>
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<div id="timeline-chart" class="w-full h-80"></div>
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</div>
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<!-- Risks -->
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<div class="bento-item bento-item-5 fui-card rounded-3xl p-6 md:p-8 border-amber-500/30 hover:border-amber-500/50 hover:shadow-amber-500/20">
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<h2 class="fui-title text-2xl font-bold text-amber-300 mb-4">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div>
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<h4 class="font-bold text-white mb-1">技术风险</h4>
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<ul class="list-disc list-inside">
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<li>发射成本降低不及预期</li>
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<li>星间激光通信技术突破缓慢</li>
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<li>在轨组装与维护技术不成熟</li>
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<li>核心器件太空环境可靠性</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-white mb-1">商业化风险</h4>
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<ul class="list-disc list-inside">
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<li>成本效益与地面绿色IDC竞争</li>
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<li>应用场景落地及付费意愿</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-white mb-1">政策与竞争风险</h4>
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<ul class="list-disc list-inside">
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<li>政策支持力度变动</li>
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<li>国际巨头技术与成本压制</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-white mb-1">预期管理风险</h4>
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<ul class="list-disc list-inside">
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<li>市场短期预期过于乐观</li>
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<li>宏大远景与实现路径的脱节</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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<!-- Supporting Data Tabs -->
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<section id="supporting-data" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-boxed bg-black/20 backdrop-blur-sm border border-white/10 mb-6">
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<a role="tab" class="tab tab-lift text-lg" :class="{ 'tab-active bg-cyan-500/20 !text-cyan-300': tab === 'news' }" @click.prevent="tab = 'news'">新闻洞察</a>
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<a role="tab" class="tab tab-lift text-lg" :class="{ 'tab-active bg-cyan-500/20 !text-cyan-300': tab === 'roadshows' }" @click.prevent="tab = 'roadshows'">路演纪要</a>
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<a role="tab" class="tab tab-lift text-lg" :class="{ 'tab-active bg-cyan-500/20 !text-cyan-300': tab === 'reports' }" @click.prevent="tab = 'reports'">研报精粹</a>
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</div>
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<div class="fui-card rounded-3xl p-6 md:p-8 min-h-[400px]">
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<!-- News Content -->
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<div x-show="tab === 'news'" x-transition>
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<h3 class="fui-title text-xl font-bold text-cyan-300 mb-4">新闻核心信息提炼</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 text-sm">
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<div>
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<h4 class="font-semibold text-white mb-2">核心价值与战略意义</h4>
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<p>突破地面算力<strong class="text-yellow-300">能源、散热、效率</strong>三重矛盾，引领天基计算从“天感地算”向“天数天算”及“天地协同”升级。是航天强国核心构成，新质生产力代表。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">核心优势 (vs 地面)</h4>
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<ul class="list-disc list-inside space-y-1">
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<li><strong class="text-green-300">能源:</strong> 7x24h供电，效率为地面5-8倍。</li>
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<li><strong class="text-green-300">散热:</strong> -270℃天然热沉，效率提升3倍+，PUE趋近1。</li>
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<li><strong class="text-green-300">效率:</strong> 规避地面审批，模块化部署快，在轨处理响应速度提升百倍。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">全球主要玩家及进展</h4>
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<ul class="list-disc list-inside space-y-1">
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<li><strong>SpaceX:</strong> 4-5年内部署100GW/年数据中心。</li>
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<li><strong>Google (Project Suncatcher):</strong> 2027年发射TPU原型卫星。</li>
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<li><strong>Starcloud/NVIDIA:</strong> 已成功发射搭载H100 GPU的卫星。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">中国项目进展与规划</h4>
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<ul class="list-disc list-inside space-y-1">
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<li><strong class="text-blue-300">之江实验室 "三体计算星座":</strong> 全球首个成功入轨组网，首批12颗星已发射，总算力5POPS。</li>
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<li><strong class="text-blue-300">北京 "太空数据中心":</strong> 规划超GW级，试验星“辰光一号”拟2025年底/26年初发射。</li>
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<li><strong class="text-blue-300">无锡 "梁溪星座":</strong> 4.5亿招标，目标20POPS。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">核心瓶颈与挑战</h4>
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<ul class="list-disc list-inside space-y-1">
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<li><strong class="text-red-400">发射成本:</strong> 仍是最大挑战，需降至200美元/公斤实现成本持平。</li>
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<li><strong class="text-red-400">关键技术:</strong> Tbps级激光通信、在轨组装建造。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-white mb-2">国家政策支持</h4>
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<ul class="list-disc list-inside space-y-1">
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<li>《商业航天高质量安全发展行动计划》印发。</li>
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<li>准入松绑、设立基金、开放基础设施、扩大采购。</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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<!-- Roadshows Content -->
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<div x-show="tab === 'roadshows'" x-transition style="display: none;">
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<h3 class="fui-title text-xl font-bold text-cyan-300 mb-4">路演核心信息提炼</h3>
|
||
<div class="space-y-4 text-sm">
|
||
<div><strong class="text-purple-300">产业阶段划分:</strong> 商业航天正由“制造红利”转向“信息基建红利”，太空算力是第二阶段核心。</div>
|
||
<div><strong class="text-purple-300">核心驱动力 (数据引力定律):</strong> 天基数据在轨生成，算力必须“靠近数据”以降低时延与带宽成本。</div>
|
||
<div>
|
||
<strong class="text-purple-300">北京“超GW级太空数据中心”规划:</strong>
|
||
<ul class="list-disc list-inside ml-4">
|
||
<li><strong>轨道:</strong> 700-800km晨昏轨道，实现24h日照。</li>
|
||
<li><strong>三阶段路线:</strong> 2023-27 (天数天算) -> 2028-30 (地数天算) -> 2031-35 (天机主算)。</li>
|
||
<li><strong>远期目标:</strong> 16座单体1GW、总16GW的太空数据中心。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-purple-300">商业模式:</strong>
|
||
<ul class="list-disc list-inside ml-4">
|
||
<li><strong>天数天算场景:</strong> 遥感实时处理、空间交通管理、星座路由优化。</li>
|
||
<li><strong>地数天算场景:</strong> GPT-5/6等大模型训练、运营商天基算力外包。</li>
|
||
<li><strong>付费模式:</strong> 按算力租用、按任务结果、长期框架协议。</li>
|
||
</ul>
|
||
</div>
|
||
<div><strong class="text-purple-300">国际对标:</strong> StarCloud (H100试验星)、Google Project Sun Catcher、马斯克星舰+星链V3计划，国内在全行业算力基建思路上领先于海外。</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Reports Content -->
|
||
<div x-show="tab === 'reports'" x-transition style="display: none;">
|
||
<h3 class="fui-title text-xl font-bold text-cyan-300 mb-4">研报核心信息提炼</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 text-sm">
|
||
<div>
|
||
<h4 class="font-semibold text-white mb-2">核心观点</h4>
|
||
<p>研报普遍认为太空算力是解决AI算力需求的必然趋势，是“AI算力竞赛的下一个战场”，并预测市场将迎来爆发式增长。Research And Markets预测，2035年全球在轨数据中心市场规模将达<strong class="text-green-300">390亿美元</strong>，CAGR高达<strong class="text-green-300">67.4%</strong>。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white mb-2">模式转变</h4>
|
||
<p>核心是实现数据处理模式由“天数地算”向“天数天算”和“地数天算”的转变，解决此前90%有效数据因传输滞后被弃用的痛点。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white mb-2">中国项目里程碑</h4>
|
||
<p>2025年5月14日，<strong class="text-blue-300">12颗计算卫星</strong>成功发射，标志我国首个整轨互联的太空计算星座正式组网，实现了“算力上天”、“在轨组网”、“模型上天”三大技术突破。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-white mb-2">国际巨头布局</h4>
|
||
<ul class="list-disc list-inside space-y-1">
|
||
<li><strong>微软:</strong> 2020年发布“云上太空”服务。</li>
|
||
<li><strong>亚马逊:</strong> 2021年部署AWS物联网云解决方案至星载载荷。</li>
|
||
<li><strong>欧盟:</strong> 2022年推出ASCEND计划，计划到2050年实现1000兆瓦容量。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<section id="industry-chain">
|
||
<div class="fui-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-6 text-center">产业链图谱与核心玩家</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||
<!-- Upstream -->
|
||
<div class="border border-purple-500/30 rounded-2xl p-4 space-y-3">
|
||
<h3 class="font-bold text-xl text-center text-purple-300">上游：核心部组件与原材料</h3>
|
||
<div class="text-sm">
|
||
<p><strong>能源系统:</strong> 太阳能电池 (乾照光电)、锗晶片 (云南锗业)、能源分系统 (上海港湾)。</p>
|
||
<hr class="border-purple-500/20 my-2">
|
||
<p><strong>算力载荷:</strong> 星载AI芯片 (航宇微)、智能处理产品 (雷科防务)、专用核心部件 (中科曙光/星图)。</p>
|
||
<hr class="border-purple-500/20 my-2">
|
||
<p><strong>通信载荷:</strong> 激光通信终端 (航天电子、烽火通信、光库科技)。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="border border-cyan-500/30 rounded-2xl p-4 space-y-3">
|
||
<h3 class="font-bold text-xl text-center text-cyan-300">中游：星座建设与运营</h3>
|
||
<div class="text-sm">
|
||
<p><strong>之江实验室“星算计划”:</strong> 普天科技 (战略合作)、软通动力、开普云、千方科技。</p>
|
||
<hr class="border-cyan-500/20 my-2">
|
||
<p><strong>北京“太空数据中心”:</strong> 顺灏股份 (参股轨道辰光)、优刻得。</p>
|
||
<hr class="border-cyan-500/20 my-2">
|
||
<p><strong>运载发射:</strong> 商业火箭公司 (东方空间、蓝箭航天等)。</p>
|
||
</div>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="border border-green-500/30 rounded-2xl p-4 space-y-3">
|
||
<h3 class="font-bold text-xl text-center text-green-300">下游：应用与服务</h3>
|
||
<div class="text-sm">
|
||
<p><strong>AI模型与算法:</strong> 开普云 (开悟星云/星核)。</p>
|
||
<hr class="border-green-500/20 my-2">
|
||
<p><strong>数据服务与云计算:</strong> 航天宏图 (PIE-Engine)、星图测控 (太空云)。</p>
|
||
<hr class="border-green-500/20 my-2">
|
||
<p><strong>行业应用:</strong> 四川金顶 (矿用AI卫星)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stock-list">
|
||
<div class="fui-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="fui-title text-2xl font-bold text-cyan-300 mb-6 text-center">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 关联原因</th>
|
||
<th>所属项目 / 环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>普天科技</td><td><a href="https://valuefrontier.cn/company?scode=002544" target="_blank" class="link link-info">002544</a></td><td>与氮星光联等在之江实验室成立联合研发中心，开展空天智算关键技术研发。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">之江实验室 (牵头)</span></td></tr>
|
||
<tr><td>顺灏股份</td><td><a href="https://valuefrontier.cn/company?scode=002565" target="_blank" class="link link-info">002565</a></td><td>参股轨道辰光(19.3%)，该公司为北京太空数据中心创新联合体牵头单位。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">太空数据中心 (牵头)</span></td></tr>
|
||
<tr><td>软通动力</td><td><a href="https://valuefrontier.cn/company?scode=301236" target="_blank" class="link link-info">301236</a></td><td>与实验室、国星宇航共发“星算计划”，共建天地一体化算力网络及调度体系。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">星算计划 (AI与调度)</span></td></tr>
|
||
<tr><td>开普云</td><td><a href="https://valuefrontier.cn/company?scode=688228" target="_blank" class="link link-info">688228</a></td><td>参与“星算计划”建设，以开悟星云和开悟星核实现AI赋能算力卫星。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">星算计划 (AI与模型)</span></td></tr>
|
||
<tr><td>中科曙光</td><td><a href="https://valuefrontier.cn/company?scode=603019" target="_blank" class="link link-info">603019</a></td><td>与中科星图合作研发面向太空计算场景的高可靠专用核心部件，建设太空算网。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">算力载荷/算网</span></td></tr>
|
||
<tr><td>中科星图</td><td><a href="https://valuefrontier.cn/company?scode=688568" target="_blank" class="link link-info">688568</a></td><td>与中科曙光合作研发太空计算专用核心部件，建设开放普惠的太空算网。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">算力载荷/算网</span></td></tr>
|
||
<tr><td>优刻得</td><td><a href="https://valuefrontier.cn/company?scode=688158" target="_blank" class="link link-info">688158</a></td><td>加入太空数据中心创新联合体，为规划建设提供核心技术支撑和解决方案。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">太空数据中心 (联合体)</span></td></tr>
|
||
<tr><td>乾照光电</td><td><a href="https://valuefrontier.cn/company?scode=300102" target="_blank" class="link link-info">300102</a></td><td>国内领先的砷化镓太阳能电池供应商，卫星太阳能电池市场以砷化镓为主导。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">能源系统</span></td></tr>
|
||
<tr><td>云南锗业</td><td><a href="https://valuefrontier.cn/company?scode=002428" target="_blank" class="link link-info">002428</a></td><td>锗晶片是生产卫星太阳能电池的关键材料，公司持续扩产空间太阳能电池用锗晶片。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">能源系统</span></td></tr>
|
||
<tr><td>上海港湾</td><td><a href="https://valuefrontier.cn/company?scode=605598" target="_blank" class="link link-info">605598</a></td><td>天基基础设施能源分系统核心供应商。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">能源系统</span></td></tr>
|
||
<tr><td>航天电子</td><td><a href="https://valuefrontier.cn/company?scode=600879" target="_blank" class="link link-info">600879</a></td><td>公司型谱化激光通信终端、数据分发处理机等多项卫星载荷已全面配套用户。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">激光模块/通信载荷</span></td></tr>
|
||
<tr><td>烽火通信</td><td><a href="https://valuefrontier.cn/company?scode=600498" target="_blank" class="link link-info">600498</a></td><td>激光通信模块核心供应商。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">激光模块</span></td></tr>
|
||
<tr><td>光库科技</td><td><a href="https://valuefrontier.cn/company?scode=300620" target="_blank" class="link link-info">300620</a></td><td>激光通信模块核心供应商。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">激光模块</span></td></tr>
|
||
<tr><td>航宇微</td><td><a href="https://valuefrontier.cn/company?scode=300053" target="_blank" class="link link-info">300053</a></td><td>玉龙810芯片为通用AI芯片，可面向航空航天；启动“新一代宇航SOC芯片”项目。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">算力载荷 (芯片)</span></td></tr>
|
||
<tr><td>雷科防务</td><td><a href="https://valuefrontier.cn/company?scode=002413" target="_blank" class="link link-info">002413</a></td><td>多型星上智能处理产品成功交付，通用化星上智算产品研制取得重大进展。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">算力载荷 (处理产品)</span></td></tr>
|
||
<tr><td>航天宏图</td><td><a href="https://valuefrontier.cn/company?scode=688066" target="_blank" class="link link-info">688066</a></td><td>自主研发的PIE-Engine时空云计算平台是公司空间计算的基础平台。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">应用与服务 (平台)</span></td></tr>
|
||
<tr><td>星图测控</td><td><a href="https://valuefrontier.cn/company?scode=920116" target="_blank" class="link link-info">920116</a></td><td>太空云产品体系提供太空全域数据服务、智能计算服务，已为计算卫星提供在轨管理。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">应用与服务 (平台)</span></td></tr>
|
||
<tr><td>四川金顶</td><td><a href="https://valuefrontier.cn/company?scode=600678" target="_blank" class="link link-info">600678</a></td><td>参股公司发布“矿用AI卫星”，搭载超算AI等模块，提供一体化解决方案。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">行业应用</span></td></tr>
|
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<tr><td>杭钢股份</td><td><a href="https://valuefrontier.cn/company?scode=600126" target="_blank" class="link link-info">600126</a></td><td>子公司实施之江实验室机房基础设施升级改造工程，提供地面基础设施支持。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">之江实验室 (地面支持)</span></td></tr>
|
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<tr><td>新疆交建</td><td><a href="https://valuefrontier.cn/company?scode=002941" target="_blank" class="link link-info">002941</a></td><td>持有国星宇航股份比例0.54%。</td><td><span class="tag-pill px-2 py-1 rounded-full text-xs">星算计划 (间接持股)</span></td></tr>
|
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