527 lines
37 KiB
HTML
527 lines
37 KiB
HTML
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<title>英伟达电源方案 - 深度研究报告</title>
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font-family: 'Exo 2', sans-serif;
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background-color: #010413;
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background-image:
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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="fixed top-0 left-0 w-full h-full z-[-1] overflow-hidden">
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<div class="absolute top-[-20%] left-[-20%] w-[60vw] h-[60vw] bg-purple-600/10 rounded-full filter blur-3xl animate-pulse"></div>
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<div class="absolute bottom-[-20%] right-[-20%] w-[60vw] h-[60vw] bg-sky-500/10 rounded-full filter blur-3xl animate-pulse delay-2000"></div>
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</div>
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<div class="container mx-auto px-4 py-12">
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<header class="text-center mb-16">
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<h1 class="text-5xl md:text-6xl font-bold glowing-text mb-4">英伟达电源方案</h1>
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<h2 class="text-xl md:text-2xl text-cyan-300">AI算力驱动的供电架构革命 · 深度研究报告</h2>
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<p class="text-xs text-gray-500 mt-4 tracking-widest">Presented by: 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>
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<!-- Insight Section -->
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<section class="mb-20">
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<h2 class="text-3xl font-bold glowing-text section-title">核心洞察 (Core Insight)</h2>
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<div class="bento-grid">
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<div class="glass-card rounded-3xl p-6 bento-item-1">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">核心逻辑：物理约束下的技术跃迁</h3>
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<p class="text-gray-300 mb-4">英伟达电源方案的本质，是由AI算力需求暴增倒逼的一场数据中心**“供电架构革命”**，而非简单的电源功率升级。随着GPU功耗从H100的700W飙升至Rubin的>2000W，单个NVL72机柜功率突破130kW，传统低压供电已触及物理极限，产生巨大电流（>3000A）、严重I²R损耗和散热瓶颈。</p>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-cyan-400">技术必然性 #1 (HVDC):</strong> 提升电压是解决大功率传输的唯一途径。800V HVDC架构将电流降低一个数量级，是实现兆瓦级机柜供电的**必由之路**。</li>
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<li><strong class="text-cyan-400">技术必然性 #2 (BBU):</strong> AI负载的瞬时功率脉冲易导致宕机。引入具备毫秒级响应的**BBU+超级电容**，从“防断电”升级为“稳压稳流”，保障算力任务不中断。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 bento-item-2">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">市场热度与情绪</h3>
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<p class="text-gray-300">市场高度乐观，情绪焦点在于**“寻找增量”**。资金追捧的并非传统电源厂商，而是与新架构直接相关的环节：HVDC方案商、BBU/超级电容核心组件、SST前瞻布局者及核心功率半导体。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 bento-item-3">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">概念阶段判断</h3>
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<p class="text-gray-300">概念已走过纯粹的“主题炒作”，正迈入**“基本面驱动”的早期阶段**。增长逻辑确定性高，市场空间巨大，但具体标的业绩兑现尚需时间验证。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 bento-item-4">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">关键催化剂与发展路径</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-cyan-400">近期催化剂 (3-6个月)</h4>
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<ul class="text-sm text-gray-400 list-disc list-inside mt-1">
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<li>GB200/NVL72规模化出货，验证供应商份额。</li>
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<li>合格供应商名单(AVL)进一步明确。</li>
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<li>SST样机测试结果公布（如金盘科技）。</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-cyan-400">长期发展路径 (2024-2028+)</h4>
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<ul class="text-sm text-gray-400 list-disc list-inside mt-1">
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<li><strong class="text-white">Phase 1 (24-25):</strong> HVDC + BBU 全面渗透。</li>
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<li><strong class="text-white">Phase 2 (26-27):</strong> Rubin平台驱动电源外置化、模块化。</li>
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<li><strong class="text-white">Phase 3 (27-28+):</strong> SST商业化落地，实现中压直转直流。</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 class="glass-card rounded-3xl p-6 bento-item-5">
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<h3 class="text-xl font-bold text-cyan-300 mb-4">预期差与潜在风险</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-cyan-400">三大预期差</h4>
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<ul class="text-sm text-gray-400 list-disc list-inside mt-1">
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<li><strong>SST落地节奏:</strong> 市场热情高涨，但商业化仍需3-4年，短期增量在HVDC。</li>
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<li><strong>供应链格局:</strong> 麦格米特“大陆唯一”地位存在矛盾信息，需持续验证。</li>
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<li><strong>价值量认知:</strong> 价值从单个PSU扩展至整个机柜供配电系统 (BBU, PDU, Busbar)。</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-rose-400">潜在风险</h4>
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<ul class="text-sm text-gray-400 list-disc list-inside mt-1">
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<li><strong>技术风险:</strong> SST成熟度、Blackwell生产良率。</li>
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<li><strong>商业化风险:</strong> 高昂的初始投资(CAPEX)、上游产能瓶颈。</li>
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<li><strong>政策与竞争:</strong> 北美32%关税壁垒、市场竞争加剧。</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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<!-- Deep Dive Analysis Section -->
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<section class="mb-20" x-data="{ tab: 'evolution' }">
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<h2 class="text-3xl font-bold glowing-text section-title">深度解析 (Deep Dive)</h2>
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<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'evolution' }" @click.prevent="tab = 'evolution'">架构演进</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'supply_chain' }" @click.prevent="tab = 'supply_chain'">产业链图谱</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'key_tech' }" @click.prevent="tab = 'key_tech'">关键技术与组件</a>
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</div>
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<div class="glass-card rounded-3xl p-8 min-h-[400px]">
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<!-- Tab 1: Evolution -->
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<div x-show="tab === 'evolution'">
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<h3 class="text-xl font-bold text-cyan-300 mb-6">技术路线演进：从白皮书到最终方案</h3>
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<p class="text-gray-300 mb-6">英伟达在OCP大会发布的《800 VDC Architecture》白皮书明确了技术演进路线，其本质是数据中心供电拓扑的简化与效率革命，最终目标是实现从电网中压到芯片的极简、高效能量传输。</p>
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<div id="evolution-chart" style="width: 100%; height: 400px;"></div>
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<div class="mt-6 grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<h4 class="font-bold text-cyan-400">过渡方案 (当前)</h4>
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<p class="text-sm text-gray-400">机架外置专用800VDC电源架，改造现有数据中心。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<h4 class="font-bold text-cyan-400">可行方案 (中期)</h4>
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<p class="text-sm text-gray-400">公共DC母线整流，从低压AC提供800VDC。</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<h4 class="font-bold text-cyan-400">未来方案 (终局)</h4>
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<p class="text-sm text-gray-400">中压整流器或SST从中压(10kV)直转800VDC。</p>
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</div>
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</div>
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</div>
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<!-- Tab 2: Supply Chain -->
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<div x-show="tab === 'supply_chain'" x-cloak>
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<h3 class="text-xl font-bold text-cyan-300 mb-6">全新产业链格局</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="space-y-4">
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<h4 class="text-lg font-semibold text-center text-cyan-400 border-b border-cyan-700 pb-2">上游：核心元器件</h4>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">功率半导体 (SiC/GaN)</p>
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<p class="text-sm text-gray-400">天岳先进 (衬底)</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">储能元件</p>
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<p class="text-sm text-gray-400">超级电容: 江海股份, 思源电气<br>BBU锂电芯: 蔚蓝锂芯</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">控制芯片</p>
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<p class="text-sm text-gray-400">多相控制器/DrMOS: 晶丰明源</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">磁性元件</p>
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<p class="text-sm text-gray-400">高频变压器/电感: 京泉华, 伊戈尔</p>
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</div>
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</div>
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<!-- Midstream -->
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<div class="space-y-4">
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<h4 class="text-lg font-semibold text-center text-cyan-400 border-b border-cyan-700 pb-2">中游：电源系统/模块</h4>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">HVDC电源/PSU</p>
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<p class="text-sm text-gray-400">台达, 光宝科, 麦格米特, 新雷能(潜在)</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">BBU模组</p>
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<p class="text-sm text-gray-400">台达, 蓝色科技</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">SST/中压整流器</p>
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<p class="text-sm text-gray-400">金盘科技, 四方股份, 中国西电, 科华数据</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">PDU / Busbar</p>
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<p class="text-sm text-gray-400">良信股份, 中熔电气</p>
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</div>
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</div>
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<!-- Downstream -->
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<div class="space-y-4">
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<h4 class="text-lg font-semibold text-center text-cyan-400 border-b border-cyan-700 pb-2">下游：系统集成与终端</h4>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">服务器 ODM</p>
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<p class="text-sm text-gray-400">广达, 纬颖, 英业达</p>
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</div>
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<div class="p-4 rounded-xl bg-slate-800/50 border border-slate-700">
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<p class="font-bold text-white">品牌商 / 终端用户</p>
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<p class="text-sm text-gray-400">英伟达, 北美CSP(云服务商)</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Tab 3: Key Tech -->
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<div x-show="tab === 'key_tech'" x-cloak>
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<h3 class="text-xl font-bold text-cyan-300 mb-6">三大增量环节</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="p-6 rounded-2xl bg-slate-800/50 border border-slate-700 space-y-3">
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<h4 class="text-lg font-bold text-cyan-400">高压直流 (HVDC)</h4>
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<p class="text-sm text-gray-300">GB300采用DC800V输入，54V输出。有效降低电网输入电流，减少系统波动。是解决机柜内大功率供应的核心方案。</p>
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<div class="badge badge-outline badge-info">核心方案</div>
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</div>
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<div class="p-6 rounded-2xl bg-slate-800/50 border border-slate-700 space-y-3">
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<h4 class="text-lg font-bold text-cyan-400">BBU & 超级电容</h4>
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<p class="text-sm text-gray-300">GB300机柜标配，提供毫秒级快速电流响应和分钟级断电保护，防止因电流陡增导致的宕机。是从0到1的纯增量市场。</p>
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<div class="badge badge-outline badge-accent">纯增量</div>
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</div>
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<div class="p-6 rounded-2xl bg-slate-800/50 border border-slate-700 space-y-3">
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<h4 class="text-lg font-bold text-cyan-400">固态变压器 (SST)</h4>
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<p class="text-sm text-gray-300">终极方案，可实现10kV中压直转800V直流，体积和重量减半。技术成熟尚需3-4年，是长期最具想象空间的环节。</p>
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<div class="badge badge-outline badge-warning">未来趋势</div>
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</div>
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<div class="p-6 rounded-2xl bg-slate-800/50 border border-slate-700 space-y-3 md:col-span-3 lg:col-span-1">
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<h4 class="text-lg font-bold text-cyan-400">功率元器件</h4>
|
||
<p class="text-sm text-gray-300">GB300采用碳化硅(SiC)和氮化镓(GaN)组合，提升功率密度和转换效率（最高可达98%）。</p>
|
||
</div>
|
||
<div class="p-6 rounded-2xl bg-slate-800/50 border border-slate-700 space-y-3">
|
||
<h4 class="text-lg font-bold text-cyan-400">多相电源控制器</h4>
|
||
<p class="text-sm text-gray-300">应对GB300单卡1400W高功耗，精确控制、管理和协调多个电源模块，与DrMOS协同工作，需求大增。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Tables Section -->
|
||
<section class="mb-16">
|
||
<h2 class="text-3xl font-bold glowing-text section-title">产业链核心标的 (Key Stocks)</h2>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<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 / 原因</th>
|
||
<th>相关标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section>
|
||
<h2 class="text-3xl font-bold glowing-text section-title">涨幅异动分析 (Rise Analysis)</h2>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="rise-analysis-table-body">
|
||
<!-- Rise analysis data will be injected here by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-20 pt-8 border-t border-gray-800">
|
||
<p class="text-sm text-gray-500">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”合成呈现。</p>
|
||
<p class="text-xs text-gray-600 mt-2">免责声明：本报告内容基于公开数据和AI模型分析，仅供研究参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
const stockData = {
|
||
"英伟达电源方案(251015)": {
|
||
"C36B909B-2E43-4BF4-8199-06EE57F07E48.png": [
|
||
{ "stock": "四方股份", "reason": "公司SST系列产品全面适配下一代数据中心800V直流供电架构需求；已在多个国家级示范项目中应用", "其他标签": "固态变压器SST, 产品", "stock_code": "601126" },
|
||
{ "stock": "京泉华", "reason": "伊顿SST高频变压器独供", "其他标签": "固态变压器SST, 产品", "stock_code": "002885" },
|
||
{ "stock": "中国西电", "reason": "子公司西安西电拥有固态变压器研发能力及相关产品，其向“东数西算”数据中心提供的2.4MW固态变压器，已于2023年9月顺利投运", "其他标签": "固态变压器SST, 产品", "stock_code": "601179" },
|
||
{ "stock": "金盘科技", "reason": "2025年8月公司已完成适用HVDC800V供电架构的固态变压器(SST)样机设计和生产，预计于2025年四季度完成测试和认证工作", "其他标签": "固态变压器SST, 产品", "stock_code": "688676" },
|
||
{ "stock": "伊戈尔", "reason": "公司固态变压器正在研发过程中", "其他标签": "固态变压器SST, 研发", "stock_code": "002922" },
|
||
{ "stock": "新特电气", "reason": "公司目前在布局固态变压器(SST)配套用变压器的研发与创新，处于技术开发阶段，目前完成直流侧中频隔离变压器产品的开发", "其他标签": "固态变压器SST, 研发", "stock_code": "301120" },
|
||
{ "stock": "泰永长征", "reason": "公司固态变压器产品处于技术方案论证阶段尚未投入市场应用", "其他标签": "固态变压器SST, 研发", "stock_code": "002927" },
|
||
{ "stock": "特变电工", "reason": "已对固态变压器产品进行研发，可迅速推进相关产品的市场化", "其他标签": "固态变压器SST, 研发", "stock_code": "600089" },
|
||
{ "stock": "阳光电源", "reason": "固态变压器相关技术的新能源应用研究，如基于光储充应用的多端口SST能量路由器", "其他标签": "固态变压器SST, 研发", "stock_code": "300274" },
|
||
{ "stock": "科陆电子", "reason": "直流配用电系统技术研究涉及固态变压器", "其他标签": "固态变压器SST, 研发", "stock_code": "002121" },
|
||
{ "stock": "ST易事特", "reason": "基于第三代电力电子器件的高效、高功率密度中压固态变压器模块研究与开发", "其他标签": "固态变压器SST, 研发", "stock_code": "300376" },
|
||
{ "stock": "特锐德", "reason": "已具备固态变压器技术能力，预计2027年推出相关产品，2028年实现大规模生产交付", "其他标签": "固态变压器SST, 研发", "stock_code": "300001" },
|
||
{ "stock": "顺钠股份", "reason": "孙公司顺特电气设备是施耐德电气在中国唯一的变压器及电气设备合资公司。公司布局了固态变压器(SST)、高频变压器等前沿技术", "其他标签": "固态变压器SST, 研发", "stock_code": "000533" },
|
||
{ "stock": "中恒电气", "reason": "公司密切关注固态变压器等技术发展趋势，适时推进产业链延伸、产品线拓展等工作", "其他标签": "固态变压器SST, 研发", "stock_code": "002364" },
|
||
{ "stock": "科华数据", "reason": "科华与世纪互联合作推进800V HVDC供电系统，通过SST技术替代传统变压器，成本降低30%", "其他标签": "固态变压器SST, 研发", "stock_code": "002335" },
|
||
{ "stock": "新风光", "reason": "加大关键核心技术和新产品(可控核聚变电源、固态变压器(SST)、铁路电气化牵引等)研发力度", "其他标签": "固态变压器SST, 研发", "stock_code": "688663" },
|
||
{ "stock": "江苏华辰", "reason": "公司积极调研中压大功率直柔输电场景下的固态变压器应用", "其他标签": "固态变压器SST, 研发", "stock_code": "603097" },
|
||
{ "stock": "科润智控", "reason": "基于互联网技术的高可靠低成本固态变压器关键技术研发项目已结题", "其他标签": "固态变压器SST, 研发", "stock_code": "920062" },
|
||
{ "stock": "盛弘股份", "reason": "公司会从电源产品着手开发，如HVDC、SST等AIDC供电领域的新方向", "其他标签": "固态变压器SST, 研发", "stock_code": "300693" },
|
||
{ "stock": "云路股份", "reason": "纳米晶材料在固态变压器领域具备较大的应用潜力，目前公司相关技术尚处于研发探索阶段", "其他标签": "固态变压器SST, 材料", "stock_code": "688190" },
|
||
{ "stock": "中恒电气", "reason": "公司为HVDC绿色供电技术方案先行者，致力于打造第三代HVDC产品", "其他标签": "高压直流电源HVDC", "stock_code": "002364" },
|
||
{ "stock": "阳光电源", "reason": "公司开始加大HVDC等业务培育", "其他标签": "高压直流电源HVDC", "stock_code": "300274" },
|
||
{ "stock": "动力源", "reason": "HVDC高压直流产品应用于数据中心建设", "其他标签": "高压直流电源HVDC", "stock_code": "600405" },
|
||
{ "stock": "科士达", "reason": "公司一直都有HVDC技术储备和产品，公司也会尽快推出新款HVDC产品", "其他标签": "高压直流电源HVDC", "stock_code": "002518" },
|
||
{ "stock": "盛弘股份", "reason": "公司将持续加大在HVDC方面的投入，致力于提供更符合客户需求的HVDC产品与解决方案", "其他标签": "高压直流电源HVDC", "stock_code": "300693" },
|
||
{ "stock": "通合科技", "reason": "公司HVDC产品包括高压直流供电模块、配套的监控底层系统以及整机系统；据纪要，台达目前在nv份额50%，通合模块在台达份额60%", "其他标签": "高压直流电源HVDC", "stock_code": "300491" },
|
||
{ "stock": "优优绿能", "reason": "公司2025年开始全力布局HVDC电源业务，叠加与ABB等海外Tier1客户的渠道关系，有望在2027年随海外HVDC需求爆发而充分受益", "其他标签": "高压直流电源HVDC", "stock_code": "301590" },
|
||
{ "stock": "科华数据", "reason": "公司具有HVDC系列产品，并已与头部互联网大厂等客户开展深度合作", "其他标签": "高压直流电源HVDC", "stock_code": "002335" },
|
||
{ "stock": "麦格米特", "reason": "公司卡位大陆唯一NV链服务器电源供应商；在2024GTC大会上展出800V HVDC Power Sidecar，sidecar的方案有望大幅增加价值量", "其他标签": "高压直流电源HVDC", "stock_code": "002851" },
|
||
{ "stock": "良信股份", "reason": "已针对400V及800V HVDC系统研发出低压解决方案", "其他标签": "高压直流电源HVDC", "stock_code": "002706" },
|
||
{ "stock": "中熔电气", "reason": "针对数据中心行业中的HVDC架构，国内目前主要为240V/336V方案，公司已配套相关产品", "其他标签": "高压直流电源HVDC", "stock_code": "301031" },
|
||
{ "stock": "中恒电气", "reason": "巴拿马电源系统(预制式10kV直转240V/336V直流电源系统)已研发成功并于2019年12月与阿里联合发布", "其他标签": "巴拿马电源", "stock_code": "002364" },
|
||
{ "stock": "伊戈尔", "reason": "公司移相变压器产品已批量供货配套在巴拿马电源", "其他标签": "巴拿马电源", "stock_code": "002922" },
|
||
{ "stock": "蔚蓝锂芯", "reason": "公司产品与BBU方向匹配，目前有向第三方少量出货用于BBU备用电源的电池", "其他标签": "配套相关, BBU", "stock_code": "002245" },
|
||
{ "stock": "思源电气", "reason": "子公司烯晶碳能生产的高品质超级电容器，具备导入数据中心的能力", "其他标签": "配套相关, 超级电容", "stock_code": "002028" },
|
||
{ "stock": "江海股份", "reason": "2024年电容器营收46.03亿元；超级电容器是公司的主要业务产品之一", "其他标签": "配套相关, 超级电容", "stock_code": "002484" },
|
||
{ "stock": "科润智控", "reason": "基于互联网技术的高可靠低成本固态变压器关键技术研发项目已结题", "其他标签": "北交所", "stock_code": "920062" }
|
||
]
|
||
}
|
||
};
|
||
|
||
const riseAnalysisData = {
|
||
"rise_analysis": [
|
||
{ "stock": "新雷能", "stock_code": "300593", "rise_rate": 16.97, "trade_date": "2025-07-25", "reason": "核心利好：成功进入英伟达和亚马逊供应链。<br>成为国内继麦格米特后第二家突破英伟达电源的企业，市场空间巨大。若获15%份额，预计带来45亿收入。" },
|
||
{ "stock": "天岳先进", "stock_code": "688234", "rise_rate": 20.0, "trade_date": "2025-09-05", "reason": "三大增量订单落地：英伟达B100服务器电源明确采用SiC器件并点名公司为合作伙伴 + 国网柔性直流输电集采 + CoWoS封装衬底送样台积电。12英寸SiC衬底国内唯一量产，业绩预期跳升。" },
|
||
{ "stock": "晶丰明源", "stock_code": "688368", "rise_rate": 5.88, "trade_date": "2025-09-11", "reason": "AI芯片电源管理龙头地位获市场认可。<br>公司多相控制器芯片是唯一进入英伟达供应链的国产产品，直接供应GB200，逻辑稀缺。" },
|
||
{ "stock": "环旭电子", "stock_code": "601231", "rise_rate": 10.02, "trade_date": "2025-09-25", "reason": "英伟达峰会确认“800V DC+CPO”路线并点名ASE（环旭母公司）为主供。<br>公司正为国际GPU龙头开发800V DC输入AI服务器电源模组，形成强催化。" },
|
||
{ "stock": "青达环保", "stock_code": "688501", "rise_rate": 5.37, "trade_date": "2025-08-01", "reason": "与英伟达达成战略合作，联合推动800 VDC电源架构在AI数据中心的规模化落地，获得全球AI芯片领导者认可。" }
|
||
]
|
||
};
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// Populate stock table
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
const stocks = stockData["英伟达电源方案(251015)"]["C36B909B-2E43-4BF4-8199-06EE57F07E48.png"];
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${stock.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="link link-hover text-cyan-400">${stock.stock_code}</a></td>
|
||
<td class="text-gray-300 text-sm">${stock.reason}</td>
|
||
<td>
|
||
${stock['其他标签'].split(', ').map(tag => `<div class="badge badge-outline badge-info m-1">${tag}</div>`).join('')}
|
||
</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
// Populate rise analysis table
|
||
const riseTableBody = document.getElementById('rise-analysis-table-body');
|
||
riseAnalysisData.rise_analysis.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="link link-hover text-cyan-400">${item.stock_code}</a></td>
|
||
<td>${item.trade_date}</td>
|
||
<td><span class="font-bold ${item.rise_rate > 0 ? 'text-red-400' : 'text-green-400'}">${item.rise_rate}%</span></td>
|
||
<td class="text-gray-300 text-sm whitespace-normal">${item.reason}</td>
|
||
`;
|
||
riseTableBody.appendChild(row);
|
||
});
|
||
|
||
// Initialize ECharts
|
||
var chartDom = document.getElementById('evolution-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b}'
|
||
},
|
||
series: [
|
||
{
|
||
type: 'graph',
|
||
layout: 'none',
|
||
symbolSize: 80,
|
||
roam: false,
|
||
label: {
|
||
show: true,
|
||
position: 'inside',
|
||
color: '#fff',
|
||
fontWeight: 'bold',
|
||
formatter: function(params) {
|
||
return params.name.replace('->', '\n->');
|
||
}
|
||
},
|
||
edgeSymbol: ['circle', 'arrow'],
|
||
edgeSymbolSize: [4, 10],
|
||
edgeLabel: {
|
||
fontSize: 14,
|
||
color: '#e0e0e0',
|
||
formatter: '{c}'
|
||
},
|
||
data: [{
|
||
name: '传统AC\nUPS',
|
||
x: 50,
|
||
y: 300,
|
||
itemStyle: { color: '#6a0dad' }
|
||
}, {
|
||
name: '过渡方案\n(HVDC)',
|
||
x: 350,
|
||
y: 300,
|
||
itemStyle: { color: '#0077b6' }
|
||
}, {
|
||
name: '未来方案\n(中压整流)',
|
||
x: 650,
|
||
y: 150,
|
||
itemStyle: { color: '#00b4d8' }
|
||
}, {
|
||
name: '终极方案\n(SST)',
|
||
x: 650,
|
||
y: 450,
|
||
itemStyle: { color: '#00d9ff',
|
||
borderWidth: 2,
|
||
borderColor: '#fff',
|
||
shadowBlur: 10,
|
||
shadowColor: '#fff'}
|
||
}],
|
||
links: [{
|
||
source: 0,
|
||
target: 1,
|
||
lineStyle: {
|
||
width: 2,
|
||
curveness: 0,
|
||
color: '#0077b6'
|
||
},
|
||
label: { show: true, formatter: '当前改造' }
|
||
}, {
|
||
source: 1,
|
||
target: 2,
|
||
lineStyle: {
|
||
width: 2,
|
||
curveness: 0.2,
|
||
color: '#00b4d8'
|
||
},
|
||
label: { show: true, formatter: '2026-2027' }
|
||
}, {
|
||
source: 1,
|
||
target: 3,
|
||
lineStyle: {
|
||
width: 2,
|
||
curveness: -0.2,
|
||
color: '#00d9ff'
|
||
},
|
||
label: { show: true, formatter: '2027-2028+' }
|
||
}],
|
||
lineStyle: {
|
||
opacity: 0.9,
|
||
width: 2,
|
||
curveness: 0
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |