724 lines
37 KiB
HTML
724 lines
37 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>微通道水冷板(MLCP)概念分析</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
|
||
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.0/font/bootstrap-icons.css">
|
||
<style>
|
||
:root {
|
||
--primary-color: #0d6efd;
|
||
--secondary-color: #6c757d;
|
||
--success-color: #198754;
|
||
--info-color: #0dcaf0;
|
||
--warning-color: #ffc107;
|
||
--danger-color: #dc3545;
|
||
--light-color: #f8f9fa;
|
||
--dark-color: #212529;
|
||
}
|
||
|
||
body {
|
||
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
|
||
background-color: #f8f9fa;
|
||
color: #333;
|
||
}
|
||
|
||
.hero-section {
|
||
background: linear-gradient(135deg, #0d6efd 0%, #0a58ca 100%);
|
||
color: white;
|
||
padding: 3rem 0;
|
||
margin-bottom: 2rem;
|
||
}
|
||
|
||
.card {
|
||
border: none;
|
||
border-radius: 10px;
|
||
box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
|
||
transition: transform 0.3s ease, box-shadow 0.3s ease;
|
||
margin-bottom: 1.5rem;
|
||
}
|
||
|
||
.card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 20px rgba(0, 0, 0, 0.1);
|
||
}
|
||
|
||
.card-header {
|
||
background-color: #f8f9fa;
|
||
border-bottom: 1px solid #dee2e6;
|
||
font-weight: 600;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.table {
|
||
width: 100%;
|
||
margin-bottom: 1rem;
|
||
color: #212529;
|
||
}
|
||
|
||
.table th {
|
||
background-color: #e9ecef;
|
||
font-weight: 600;
|
||
color: #495057;
|
||
border-top: none;
|
||
}
|
||
|
||
.table td {
|
||
vertical-align: middle;
|
||
}
|
||
|
||
.badge {
|
||
font-size: 0.75em;
|
||
padding: 0.4em 0.6em;
|
||
}
|
||
|
||
.timeline {
|
||
position: relative;
|
||
padding: 20px 0;
|
||
}
|
||
|
||
.timeline::before {
|
||
content: '';
|
||
position: absolute;
|
||
height: 100%;
|
||
width: 4px;
|
||
background: #e9ecef;
|
||
left: 0;
|
||
top: 0;
|
||
}
|
||
|
||
.timeline-item {
|
||
margin-left: 30px;
|
||
position: relative;
|
||
margin-bottom: 30px;
|
||
}
|
||
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background: var(--primary-color);
|
||
left: -38px;
|
||
top: 5px;
|
||
}
|
||
|
||
.timeline-date {
|
||
font-weight: 600;
|
||
color: var(--primary-color);
|
||
}
|
||
|
||
.risk-card {
|
||
border-left: 4px solid var(--danger-color);
|
||
}
|
||
|
||
.opportunity-card {
|
||
border-left: 4px solid var(--success-color);
|
||
}
|
||
|
||
.stock-table-container {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.hero-section {
|
||
padding: 2rem 0;
|
||
}
|
||
|
||
.table {
|
||
font-size: 0.875rem;
|
||
}
|
||
|
||
.table th, .table td {
|
||
padding: 0.5rem;
|
||
}
|
||
}
|
||
|
||
.tech-icon {
|
||
font-size: 2rem;
|
||
color: var(--primary-color);
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.section-title {
|
||
position: relative;
|
||
margin-bottom: 2rem;
|
||
padding-bottom: 0.5rem;
|
||
}
|
||
|
||
.section-title::after {
|
||
content: '';
|
||
position: absolute;
|
||
bottom: 0;
|
||
left: 0;
|
||
width: 50px;
|
||
height: 3px;
|
||
background-color: var(--primary-color);
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<!-- Hero Section -->
|
||
<div class="hero-section">
|
||
<div class="container">
|
||
<div class="row align-items-center">
|
||
<div class="col-lg-8">
|
||
<h1 class="display-4 fw-bold mb-3">微通道水冷板(MLCP)概念分析</h1>
|
||
<p class="lead">解决高功率AI芯片散热的关键技术，引领液冷散热新革命</p>
|
||
</div>
|
||
<div class="col-lg-4 text-lg-end">
|
||
<div class="tech-icon">
|
||
<i class="bi bi-cpu"></i>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="container">
|
||
<!-- 概念概述 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">概念概述</h2>
|
||
<p>微通道水冷板(MLCP)是一种先进散热技术，主要用于解决高功率芯片(尤其是AI GPU)的散热问题。随着AI芯片功率不断提升，传统风冷散热方案已无法满足需求，液冷成为必然选择，而微通道水冷板技术相比传统液冷方案，散热效率更高，结构更紧凑。</p>
|
||
<div class="row mt-4">
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-lightning-charge-fill text-warning" style="font-size: 2rem;"></i>
|
||
<h5 class="mt-2">高功率需求</h5>
|
||
<p class="mb-0">AI芯片功率高达2000-3000W，传统散热无法满足</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-droplet-fill text-info" style="font-size: 2rem;"></i>
|
||
<h5 class="mt-2">液冷技术</h5>
|
||
<p class="mb-0">微通道水冷板散热效率更高，结构更紧凑</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-body text-center">
|
||
<i class="bi bi-graph-up-arrow text-success" style="font-size: 2rem;"></i>
|
||
<h5 class="mt-2">市场前景</h5>
|
||
<p class="mb-0">MLCP单价是现有散热方案的3-5倍</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">核心观点摘要</h2>
|
||
<div class="alert alert-info" role="alert">
|
||
<i class="bi bi-info-circle-fill me-2"></i>
|
||
微通道水冷板(MLCP)作为解决高功率AI芯片散热问题的关键技术，正处于从研发向商业化过渡的关键阶段，其核心驱动力来自于AI芯片功率不断提升带来的散热需求爆发。
|
||
</div>
|
||
<div class="row mt-4">
|
||
<div class="col-md-6">
|
||
<h5><i class="bi bi-gear-fill text-primary me-2"></i>核心驱动力</h5>
|
||
<ul>
|
||
<li>AI芯片功率不断提升，单个GPU功率已近1000瓦</li>
|
||
<li>液冷成为必然选择，微通道水冷板技术优势明显</li>
|
||
<li>英伟达等芯片巨头积极推动MLCP技术发展</li>
|
||
<li>MLCP单价是现有散热方案的3-5倍</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<h5><i class="bi bi-activity text-success me-2"></i>市场热度</h5>
|
||
<ul>
|
||
<li>液冷服务器概念股走强，市场关注度提升</li>
|
||
<li>研报密集发布，强调技术优势和市场空间</li>
|
||
<li>散热厂商积极扩产，满足市场需求</li>
|
||
<li>技术成熟度和商业化进程存在分歧</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链分析 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">产业链分析</h2>
|
||
<div class="row">
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-header">上游</div>
|
||
<div class="card-body">
|
||
<h6>原材料与设备供应商</h6>
|
||
<ul>
|
||
<li>高导热材料（铜、铝、石墨烯等）</li>
|
||
<li>微通道加工设备（激光雕刻、3D打印）</li>
|
||
<li>代表公司：思泉新材、铂力特、华曙高科</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-header">中游</div>
|
||
<div class="card-body">
|
||
<h6>微通道水冷板制造商</h6>
|
||
<ul>
|
||
<li>设计、生产和测试微通道水冷板产品</li>
|
||
<li>提供微通道水冷板整体解决方案</li>
|
||
<li>代表公司：英维克、高澜股份、同星股份</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-4 mb-3">
|
||
<div class="card h-100">
|
||
<div class="card-header">下游</div>
|
||
<div class="card-body">
|
||
<h6>应用领域</h6>
|
||
<ul>
|
||
<li>芯片厂商（英伟达、英特尔）</li>
|
||
<li>服务器制造商（鸿海、广达）</li>
|
||
<li>数据中心运营商（亚马逊、微软）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">相关股票数据</h2>
|
||
<div class="table-responsive">
|
||
<table class="table table-hover">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>信源</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>康盛股份</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>子公司云创智达微通道技术、冷板技术</td>
|
||
<td>数据中心热管理设备</td>
|
||
<td>公告</td>
|
||
<td>子公司技术应用于数据中心等领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>宁波精达</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>微通道技术应用于数据中心换热管理方案</td>
|
||
<td>-</td>
|
||
<td>调研</td>
|
||
<td>技术应用方向明确</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>祥鑫科技</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>服务器用微通道液冷模组产品</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>开发特定应用场景产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>博杰股份</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>自研液冷解决方案（微通道分层式水冷头）</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>自主研发液冷技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>鸿日达</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>微通道液冷技术积累及制造能力</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>技术积累与制造能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>高澜股份</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>微通道冷却技术研究</td>
|
||
<td>-</td>
|
||
<td>公告</td>
|
||
<td>技术研发方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>同星股份</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>微通道换热器生产线进入批量生产</td>
|
||
<td>-</td>
|
||
<td>调研</td>
|
||
<td>生产线进入量产阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>盾安环境</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>数据中心用超大型微通道换热器</td>
|
||
<td>-</td>
|
||
<td>半年报</td>
|
||
<td>产品应用于数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>江顺科技</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>微通道挤压模具应用于热管理领域</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>模具产品应用方向</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>英维克</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>国内液冷全产业链龙头（MLCP技术用于AI服务器）</td>
|
||
<td>-</td>
|
||
<td>网传</td>
|
||
<td>行业龙头地位及技术应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>思泉新材</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>MLCP核心材料供应商（高导热石墨烯涂层）</td>
|
||
<td>-</td>
|
||
<td>网传</td>
|
||
<td>核心材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>飞荣达</strong></td>
|
||
<td><span class="badge bg-primary">微通道相关产品</span></td>
|
||
<td>华为MLCP核心供应商</td>
|
||
<td>-</td>
|
||
<td>网传</td>
|
||
<td>核心供应商身份</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>南风股份</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>3D打印精确制造微通道、湍流诱导特征</td>
|
||
<td>散热性能提升</td>
|
||
<td>互动</td>
|
||
<td>技术提升散热性能</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>铂力特</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>2024年3D打印设备营收5.45亿（占比41.14%）</td>
|
||
<td>-</td>
|
||
<td>财报</td>
|
||
<td>营收数据及占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>华曙高科</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>2024年3D打印设备营收4.01亿（占比81.52%）</td>
|
||
<td>-</td>
|
||
<td>财报</td>
|
||
<td>营收数据及占比</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>爱司凯</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>2024年3D打印设备销售额增长90%</td>
|
||
<td>-</td>
|
||
<td>年报</td>
|
||
<td>销售额增长率</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>大族激光</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>金属3D打印设备</td>
|
||
<td>-</td>
|
||
<td>公告</td>
|
||
<td>设备类型</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>东方精工</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>南京前知（持股20.67%）自主研发金属3D打印设备</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>子公司技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>鸿日达</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>完成3D打印设备开发进入批量制造</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>设备开发进展</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>众源新材</strong></td>
|
||
<td><span class="badge bg-info">3D打印</span></td>
|
||
<td>洛阳盈创（持股28%）自主研发3D打印设备</td>
|
||
<td>-</td>
|
||
<td>互动</td>
|
||
<td>子公司技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>方盛股份</strong></td>
|
||
<td><span class="badge bg-warning">北交所</span></td>
|
||
<td>布局液冷板、微通道结构换热器</td>
|
||
<td>-</td>
|
||
<td>调研</td>
|
||
<td>产品布局</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与发展路径 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">关键催化剂与发展路径</h2>
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5><i class="bi bi-lightbulb-fill text-warning me-2"></i>近期催化剂（未来3-6个月）</h5>
|
||
<div class="timeline">
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">2025年Q2</div>
|
||
<p>英伟达GB300服务器发布，预计水冷散热需求更强</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">持续进行</div>
|
||
<p>技术标准确立，微通道水冷板行业规范化发展</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">持续进行</div>
|
||
<p>企业产能扩张，台湾散热厂商奇鋐计划扩大产能</p>
|
||
</div>
|
||
<div class="timeline-item">
|
||
<div class="timeline-date">持续进行</div>
|
||
<p>技术突破公告，特别是微通道盖板与芯片封装技术</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6">
|
||
<h5><i class="bi bi-compass-fill text-info me-2"></i>长期发展路径</h5>
|
||
<div class="alert alert-success" role="alert">
|
||
<h6>近期(2025-2026年)</h6>
|
||
<p class="mb-0">微通道水冷板技术主要应用于冷板领域，技术相对成熟；微通道盖板技术处于测试验证阶段</p>
|
||
</div>
|
||
<div class="alert alert-info" role="alert">
|
||
<h6>中期(2026-2028年)</h6>
|
||
<p class="mb-0">微通道盖板技术开始规模应用于高功率AI芯片，如Rubin机柜的Compute tray</p>
|
||
</div>
|
||
<div class="alert alert-primary" role="alert">
|
||
<h6>远期(2028年以后)</h6>
|
||
<p class="mb-0">微通道技术成为高功率芯片散热的 mainstream 解决方案</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card risk-card h-100">
|
||
<div class="card-header">技术风险</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>微通道加工难度高，零点零几毫米的宽度和深度</li>
|
||
<li>洁净度要求高，灰尘可能导致堵塞</li>
|
||
<li>密封和绝缘问题，漏液问题难以解决</li>
|
||
<li>焊接技术挑战，影响性能和寿命</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card risk-card h-100">
|
||
<div class="card-header">商业化风险</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li>成本高企，是现有散热方案的3-5倍</li>
|
||
<li>市场接受度不确定，传统供应商可能抵制</li>
|
||
<li>应用场景有限，主要局限于超高功率芯片</li>
|
||
<li>产业链协同难度大，格局可能重塑</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">投资启示</h2>
|
||
<div class="row">
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card opportunity-card h-100">
|
||
<div class="card-header">最具投资价值的细分环节</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>微通道水冷板制造商</strong>：直接受益于技术普及，价值量提升明显</li>
|
||
<li><strong>芯片封装相关企业</strong>：微通道盖板与芯片封装一体化趋势明显</li>
|
||
<li><strong>高导热材料供应商</strong>：微通道水冷板对材料性能要求高</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="col-md-6 mb-3">
|
||
<div class="card opportunity-card h-100">
|
||
<div class="card-header">投资逻辑最纯粹的公司</div>
|
||
<div class="card-body">
|
||
<ul>
|
||
<li><strong>江顺科技</strong>：已向英伟达送样微通道液冷产品，国内唯一</li>
|
||
<li><strong>英维克</strong>：国内液冷全产业链龙头，MLCP技术用于AI服务器</li>
|
||
<li><strong>思泉新材</strong>：MLCP核心材料供应商，高导热石墨烯涂层</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-warning mt-3" role="alert">
|
||
<h5><i class="bi bi-exclamation-triangle-fill me-2"></i>需要重点跟踪和验证的关键指标</h5>
|
||
<ul class="mb-0">
|
||
<li>技术突破进展：特别是微通道盖板与芯片封装相关的技术突破</li>
|
||
<li>产品订单情况：关注来自英伟达、华为等大客户的订单</li>
|
||
<li>产能扩张计划：关注相关公司的微通道水冷板产能扩张</li>
|
||
<li>毛利率变化：验证价值提升逻辑</li>
|
||
<li>商业化应用案例：验证商业化进程</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="row mb-5">
|
||
<div class="col-12">
|
||
<div class="card">
|
||
<div class="card-body">
|
||
<h2 class="section-title">综合结论</h2>
|
||
<div class="alert alert-primary" role="alert">
|
||
<p class="mb-0">微通道水冷板(MLCP)作为解决高功率AI芯片散热问题的关键技术，目前处于从研发向商业化过渡的关键阶段。该概念的核心驱动力来自于AI芯片功率不断提升带来的散热需求爆发，以及英伟达等芯片巨头的积极推动。市场对该概念的关注度高，情绪整体乐观，但也存在对技术成熟度和商业化进程的分歧。</p>
|
||
</div>
|
||
<p class="mt-3">整体来看，微通道水冷板概念目前仍处于主题炒作向基本面驱动过渡的阶段，技术成熟度和商业化进程是关键观察点。随着英伟达GB300等产品的发布，以及相关技术的突破，该概念有望逐步进入基本面驱动阶段。投资者应关注技术突破、订单获取、产能扩张等关键指标，选择投资逻辑纯粹、技术积累深厚的公司进行布局。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="bg-dark text-white py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<p class="mb-0">© 2024 微通道水冷板(MLCP)概念分析</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开资料整理</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<script>
|
||
// 添加表格排序功能
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const table = document.querySelector('.table');
|
||
const headers = table.querySelectorAll('th');
|
||
|
||
headers.forEach((header, index) => {
|
||
if (index > 0) { // 跳过第一列
|
||
header.style.cursor = 'pointer';
|
||
header.addEventListener('click', () => {
|
||
sortTable(table, index);
|
||
});
|
||
}
|
||
});
|
||
|
||
function sortTable(table, columnIndex) {
|
||
const tbody = table.querySelector('tbody');
|
||
const rows = Array.from(tbody.querySelectorAll('tr'));
|
||
const isAscending = table.getAttribute('data-sort-order') !== 'asc';
|
||
|
||
rows.sort((a, b) => {
|
||
const aValue = a.cells[columnIndex].textContent.trim();
|
||
const bValue = b.cells[columnIndex].textContent.trim();
|
||
|
||
if (isAscending) {
|
||
return aValue.localeCompare(bValue);
|
||
} else {
|
||
return bValue.localeCompare(aValue);
|
||
}
|
||
});
|
||
|
||
tbody.innerHTML = '';
|
||
rows.forEach(row => tbody.appendChild(row));
|
||
|
||
table.setAttribute('data-sort-order', isAscending ? 'asc' : 'desc');
|
||
}
|
||
});
|
||
|
||
// 添加平滑滚动
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
const target = document.querySelector(this.getAttribute('href'));
|
||
if (target) {
|
||
target.scrollIntoView({
|
||
behavior: 'smooth',
|
||
block: 'start'
|
||
});
|
||
}
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|