944 lines
48 KiB
HTML
944 lines
48 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI芯片基建链 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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min-height: 100vh;
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.tag {
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#particles-js {
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position: fixed;
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width: 100%;
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z-index: -1;
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-gradient-to-r from-blue-400 to-cyan-400 bg-clip-text text-transparent">
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AI芯片基建链
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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从主题炒作到基本面驱动，全球算力军备竞赛下的产业链投资机会分析
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</p>
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<div class="mt-6 flex justify-center space-x-2">
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<span class="tag"><i class="fas fa-microchip mr-1"></i> AI芯片</span>
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<span class="tag"><i class="fas fa-server mr-1"></i> 算力基建</span>
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<span class="tag"><i class="fas fa-chart-line mr-1"></i> 投资机会</span>
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</div>
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</div>
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<!-- 概念事件部分 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-400 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-blue-300">2024Q4-2025Q1</h3>
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<p class="text-slate-300">
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北美"星际之门"项目启动（年化Capex <span class="highlight">1250亿美元</span>），微软/Oracle/字节跳动等巨头宣布<span class="highlight">3-5年AI基建投资计划</span>（阿里3800亿元、字节1600亿元）。
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</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-blue-300">2025年1月</h3>
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<p class="text-slate-300">
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美国解除H20对华销售禁令，英伟达CEO黄仁勋确认"<span class="highlight">国内AI基建链拐点到来</span>"。
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</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-blue-300">2025年2月</h3>
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<p class="text-slate-300">
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DeepSeek-R1发布，其"测试时间缩放"技术引发市场对<span class="highlight">推理算力需求</span>的重新评估（花旗：推理阶段将推动GPU/ASIC/DCI需求，利空Retimers/光模块）。
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</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div>
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<h3 class="text-lg font-semibold text-blue-300">2025年3月</h3>
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<p class="text-slate-300">
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国务院国资委推动央企"AI+"行动，上海/深圳/河南等地密集出台<span class="highlight">算力基建补贴政策</span>（如河南"一核四极多点"布局，2026年目标算力<span class="highlight">120 EFLOPS</span>）。
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</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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<!-- 核心观点摘要 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<h3 class="text-lg font-semibold text-cyan-300 mb-3">阶段判断</h3>
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<p class="text-slate-300">
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AI芯片基建链已从"主题炒作"进入<span class="highlight">基本面驱动阶段</span>，核心矛盾从"有没有"转向"够不够快"。
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</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<h3 class="text-lg font-semibold text-cyan-300 mb-3">核心驱动力</h3>
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<p class="text-slate-300">
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<span class="highlight">全球算力军备竞赛</span>（北美+中国双轮驱动）叠加<span class="highlight">技术路线切换</span>（训练→推理，GPU→ASIC），推动产业链从"卖铲子"到"卖解决方案"升级。
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</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<h3 class="text-lg font-semibold text-cyan-300 mb-3">未来潜力</h3>
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<p class="text-slate-300">
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2025-2027年或迎来<span class="highlight">第二轮基建高峰</span>，推理算力需求可能<span class="highlight">10倍于训练</span>（豆包日均调用量<span class="highlight">16.4万亿token</span>，同比增<span class="highlight">136倍</span>）。
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</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-brain text-purple-400 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-purple-300 mb-4">核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-6 mb-6">
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<div class="bg-slate-800/30 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-blue-300 mb-3 flex items-center">
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<i class="fas fa-globe-americas mr-2"></i> 需求端
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</h4>
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<ul class="space-y-2 text-slate-300">
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<li><span class="text-blue-300 font-medium">北美</span>：微软800亿美元/年、Oracle 5000亿美元规划，软银等产业资本入场。</li>
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<li><span class="text-blue-300 font-medium">中国</span>：字节1600亿元（2025年）、阿里3800亿元（3年）、三大运营商<span class="highlight">智算投资占比超50%</span>。</li>
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</ul>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-green-300 mb-3 flex items-center">
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<i class="fas fa-microchip mr-2"></i> 技术端
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</h4>
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<ul class="space-y-2 text-slate-300">
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<li><span class="text-green-300 font-medium">DeepSeek效应</span>：推理算力成本下降<span class="highlight">80%</span>（R1模型），推动<span class="highlight">边缘AI爆发</span>（AI手机/PC/眼镜）。</li>
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<li><span class="text-green-300 font-medium">制程瓶颈</span>：台积电3nm产能满载（苹果/英伟达占<span class="highlight">98%</span>），国产7nm以下仍受限。</li>
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</ul>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-yellow-300 mb-3 flex items-center">
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<i class="fas fa-landmark mr-2"></i> 政策端
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</h4>
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<ul class="space-y-2 text-slate-300">
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<li>中国专项债可覆盖<span class="highlight">数据中心/云计算</span>资本金（2024年12月国办文件）。</li>
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<li>国资考核<span class="highlight">"包容硬科技"</span>。</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="mb-8">
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<h3 class="text-xl font-semibold text-purple-300 mb-4">市场热度与情绪</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-slate-800/30 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-cyan-300 mb-3">研报密度</h4>
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<p class="text-slate-300">
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2025年1-3月相关研报<span class="highlight">超50篇</span>（国君/东吴/华泰等），关键词从"训练"转向"推理"。
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</p>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-5">
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<h4 class="text-lg font-semibold text-cyan-300 mb-3">情绪分化</h4>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-arrow-up text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="text-green-300 font-medium">乐观</span>：国资IDC（云赛智联）、液冷（英维克）订单<span class="highlight">已落地</span>（海南华铁等）。
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</div>
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</div>
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<div class="flex items-start">
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<i class="fas fa-arrow-down text-red-400 mt-1 mr-2"></i>
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<div>
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<span class="text-red-300 font-medium">谨慎</span>：光模块（中际旭创）因DeepSeek利空预期<span class="highlight">回调20%</span>。
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-purple-300 mb-4">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-300 font-medium">市场共识</th>
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<th class="text-left py-3 px-4 text-slate-300 font-medium">被忽略的关键点</th>
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<th class="text-left py-3 px-4 text-slate-300 font-medium">数据来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 text-slate-300">"训练算力已过剩"</td>
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<td class="py-3 px-4 text-slate-300"><span class="highlight">推理算力缺口</span>：豆包调用量<span class="highlight">136倍</span>增长</td>
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<td class="py-3 px-4 text-slate-300">兴证路演（2025年6月）</td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-3 px-4 text-slate-300">"国产GPU无法替代"</td>
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||
<td class="py-3 px-4 text-slate-300"><span class="highlight">ASIC弯道超车</span>：华为昇腾910B已<span class="highlight">对标A100</span></td>
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||
<td class="py-3 px-4 text-slate-300">方正路演（2025年2月）</td>
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</tr>
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||
<tr>
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<td class="py-3 px-4 text-slate-300">"光模块需求下降"</td>
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<td class="py-3 px-4 text-slate-300"><span class="highlight">800G/1.6T升级</span>：Meta/字节<span class="highlight">2025年招标</span></td>
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<td class="py-3 px-4 text-slate-300">华泰研报（2025年3月）</td>
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||
</tr>
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||
</tbody>
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||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
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||
<div class="section-card rounded-xl p-6 mb-8">
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||
<h2 class="text-2xl font-bold mb-6 flex items-center">
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||
<i class="fas fa-rocket text-red-400 mr-3"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<div class="mb-8">
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||
<h3 class="text-xl font-semibold text-red-300 mb-4">近期催化剂（3-6个月）</h3>
|
||
|
||
<div class="grid md:grid-cols-3 gap-4">
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||
<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-red-400">
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||
<h4 class="font-semibold text-red-300 mb-2">英伟达GTC大会</h4>
|
||
<p class="text-sm text-slate-300">2025年3月：或发布<span class="highlight">GB300</span>（12层HBM4，4GPU封装）。</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-red-400">
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<h4 class="font-semibold text-red-300 mb-2">国内算力招标</h4>
|
||
<p class="text-sm text-slate-300">中国移动<span class="highlight">490天骨干网建设</span>启动（烽火通信/光迅科技）。</p>
|
||
</div>
|
||
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<div class="bg-slate-800/30 rounded-lg p-4 border-l-4 border-red-400">
|
||
<h4 class="font-semibold text-red-300 mb-2">政策落地</h4>
|
||
<p class="text-sm text-slate-300">河南/上海<span class="highlight">算力补贴细则</span>（仕佳光子已获<span class="highlight">1亿颗DFB芯片订单</span>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-red-300 mb-4">长期路径（2025-2027）</h3>
|
||
|
||
<div class="mermaid-container">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="bg-blue-900/50 rounded-lg p-4 text-center flex-1 mx-2">
|
||
<div class="text-blue-300 font-semibold">训练算力饱和</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-purple-900/50 rounded-lg p-4 text-center flex-1 mx-2">
|
||
<div class="text-purple-300 font-semibold">推理算力爆发</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-green-900/50 rounded-lg p-4 text-center flex-1 mx-2">
|
||
<div class="text-green-300 font-semibold">ASIC渗透率>50%</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-yellow-900/50 rounded-lg p-4 text-center flex-1 mx-2">
|
||
<div class="text-yellow-300 font-semibold">Chiplet+先进封装普及</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-red-900/50 rounded-lg p-4 text-center flex-1 mx-2">
|
||
<div class="text-red-300 font-semibold">国产7nm量产</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-green-400 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-green-300 mb-4">产业链图谱</h3>
|
||
|
||
<div class="mermaid-container">
|
||
<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-8">
|
||
<div class="bg-blue-900/50 rounded-lg p-4 text-center w-32">
|
||
<div class="text-blue-300 font-semibold">上游</div>
|
||
<div class="text-sm text-slate-300 mt-2">硅片/光刻机</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-purple-900/50 rounded-lg p-4 text-center w-32">
|
||
<div class="text-purple-300 font-semibold">中游</div>
|
||
<div class="text-sm text-slate-300 mt-2">芯片设计/代工</div>
|
||
</div>
|
||
<div class="text-2xl text-slate-400">→</div>
|
||
<div class="bg-green-900/50 rounded-lg p-4 text-center w-32">
|
||
<div class="text-green-300 font-semibold">下游</div>
|
||
<div class="text-sm text-slate-300 mt-2">服务器/IDC</div>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-center mt-4">
|
||
<div class="text-2xl text-slate-400">↓</div>
|
||
</div>
|
||
<div class="flex justify-center">
|
||
<div class="bg-yellow-900/50 rounded-lg p-4 text-center w-40">
|
||
<div class="text-yellow-300 font-semibold">配套</div>
|
||
<div class="text-sm text-slate-300 mt-2">液冷/电源/光模块</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-green-300 mb-4">核心玩家对比</h3>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">公司</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">环节</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">竞争优势</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-300">寒武纪</td>
|
||
<td class="py-3 px-4 text-slate-300">芯片设计</td>
|
||
<td class="py-3 px-4 text-slate-300">思元590<span class="highlight">对标A100</span>，已获<span class="highlight">政府订单</span></td>
|
||
<td class="py-3 px-4 text-slate-300">生态适配慢于预期</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-300">中芯国际</td>
|
||
<td class="py-3 px-4 text-slate-300">代工</td>
|
||
<td class="py-3 px-4 text-slate-300">14nm量产，<span class="highlight">7nm研发中</span></td>
|
||
<td class="py-3 px-4 text-slate-300">美国设备限制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-300">云赛智联</td>
|
||
<td class="py-3 px-4 text-slate-300">IDC</td>
|
||
<td class="py-3 px-4 text-slate-300"><span class="highlight">上海国资+土地指标</span>，绑定阿里</td>
|
||
<td class="py-3 px-4 text-slate-300">能耗指标收紧</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-300">英维克</td>
|
||
<td class="py-3 px-4 text-slate-300">液冷</td>
|
||
<td class="py-3 px-4 text-slate-300">字节<span class="highlight">70%液冷份额</span>，订单<span class="highlight">已落地</span></td>
|
||
<td class="py-3 px-4 text-slate-300">技术路线（冷板vs浸没）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-blue-300">光迅科技</td>
|
||
<td class="py-3 px-4 text-slate-300">光模块</td>
|
||
<td class="py-3 px-4 text-slate-300">800G<span class="highlight">国内首家量产</span>，Meta供应链</td>
|
||
<td class="py-3 px-4 text-slate-300">价格战（毛利率<30%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold text-green-300 mb-4">验证与证伪</h3>
|
||
|
||
<div class="quote-block">
|
||
<p class="text-slate-300">
|
||
<span class="text-red-300 font-medium">证伪案例</span>：某研报称"光模块需求下降"，但<span class="highlight">字节2025年招标800G模块</span>（华泰3月报告）→ <span class="highlight">预期差机会</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-orange-400 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/30 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-orange-300 mb-3 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i> 技术风险
|
||
</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li><span class="text-orange-300 font-medium">国产7nm良率</span>（中芯国际2025年目标<span class="highlight"><50%</span>）。</li>
|
||
<li><span class="text-orange-300 font-medium">HBM产能</span>（美光2025年HBM产能<span class="highlight">仅满足30%需求</span>）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/30 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-orange-300 mb-3 flex items-center">
|
||
<i class="fas fa-coins mr-2"></i> 商业化风险
|
||
</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li><span class="text-orange-300 font-medium">推理算力ROI</span>：DeepSeek虽降本，但<span class="highlight">边缘场景付费意愿低</span>（路演反馈）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/30 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-orange-300 mb-3 flex items-center">
|
||
<i class="fas fa-gavel mr-2"></i> 政策风险
|
||
</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li><span class="text-orange-300 font-medium">美国新一轮制裁</span>（2025年1月新增25家中国实体）。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/30 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold text-orange-300 mb-3 flex items-center">
|
||
<i class="fas fa-balance-scale mr-2"></i> 信息矛盾
|
||
</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li><span class="text-orange-300 font-medium">花旗</span>认为光模块"中性到消极"，但<span class="text-orange-300 font-medium">华泰</span>指出800G需求<span class="highlight">翻倍</span>→ <span class="highlight">需跟踪Meta/字节招标数据</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie text-cyan-400 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">阶段判断</h3>
|
||
<p class="text-slate-300">
|
||
<span class="highlight">基本面驱动初期</span>，2025Q2-Q3或迎<span class="highlight">业绩验证期</span>（字节/阿里Capex落地）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">高价值方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/30 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-300 mb-2">1. 推理算力基建</h4>
|
||
<ul class="space-y-1 text-slate-300 text-sm">
|
||
<li>• ASIC（寒武纪）</li>
|
||
<li>• 液冷（英维克）</li>
|
||
<li>• 国资IDC（云赛智联）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/30 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-300 mb-2">2. 国产替代</h4>
|
||
<ul class="space-y-1 text-slate-300 text-sm">
|
||
<li>• 7nm代工（中芯国际）</li>
|
||
<li>• HBM材料（壹石通）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">关键跟踪指标</h3>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li><span class="text-cyan-300 font-medium">订单数据</span>：字节液冷招标规模（预计<span class="highlight">3GW</span>，2025年）。</li>
|
||
<li><span class="text-cyan-300 font-medium">产能利用率</span>：台积电3nm<span class="highlight">>95%</span>（验证需求真实性）。</li>
|
||
<li><span class="text-cyan-300 font-medium">政策信号</span>：美国对华AI设备出口<span class="highlight">许可证发放节奏</span>。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table text-indigo-400 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 柴油发电机股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-indigo-300 mb-4">柴油发电机相关股票</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">项目/产品</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">行业/应用</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">其他信息</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">泰豪科技</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年应急电源营收28.67亿</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心、通信及数据中心行业</td>
|
||
<td class="py-3 px-4 text-slate-300">1-10000KW智能柴（重）油发电机组</td>
|
||
<td class="py-3 px-4 text-slate-300">年报/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">潍柴重机</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年发电机营收15.06亿</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心领域</td>
|
||
<td class="py-3 px-4 text-slate-300">销量及收入显著增长</td>
|
||
<td class="py-3 px-4 text-slate-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">科泰电源</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年柴油发电机营收11.72亿</td>
|
||
<td class="py-3 px-4 text-slate-300">通信及数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">行业交付约10.2亿</td>
|
||
<td class="py-3 px-4 text-slate-300">年报/调研</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">神驰机电</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年电机类营收4.36亿</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机组</td>
|
||
<td class="py-3 px-4 text-slate-300">年报/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">中电电机</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年发电机营收1.96亿</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">华丰股份</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年柴油发电/电机营收1.27亿</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">智能化发电机组</td>
|
||
<td class="py-3 px-4 text-slate-300">年报/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">苏美达</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年柴油发电机利润总额9083万元</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">多个数据中心提供产品</td>
|
||
<td class="py-3 px-4 text-slate-300">调研/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">金通灵</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机组</td>
|
||
<td class="py-3 px-4 text-slate-300">半年报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">动力新科</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">已开发12VK柴油机产品</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">汇金股份</td>
|
||
<td class="py-3 px-4 text-slate-300">代理</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">卡特柴油发电机、华为UPS、空调、机柜等</td>
|
||
<td class="py-3 px-4 text-slate-300">半年报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">神力股份</td>
|
||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">电机（电动机和发电机）定子、转子芯片和铁芯</td>
|
||
<td class="py-3 px-4 text-slate-300">年报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">长源东谷</td>
|
||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||
<td class="py-3 px-4 text-slate-300">与金创公司设立玉柴长源科技</td>
|
||
<td class="py-3 px-4 text-slate-300">广西玉柴</td>
|
||
<td class="py-3 px-4 text-slate-300">VC气缸体等加工业务</td>
|
||
<td class="py-3 px-4 text-slate-300">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">申科股份</td>
|
||
<td class="py-3 px-4 text-slate-300">零部件</td>
|
||
<td class="py-3 px-4 text-slate-300">定制化轴承解决方案</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">国内柴油发电机厂商</td>
|
||
<td class="py-3 px-4 text-slate-300">网传</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">美心翼申</td>
|
||
<td class="py-3 px-4 text-slate-300">北交所</td>
|
||
<td class="py-3 px-4 text-slate-300">2024年压缩机曲轴、通机曲轴收入1.82亿、1.74亿</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机主轴件（曲轴）</td>
|
||
<td class="py-3 px-4 text-slate-300">公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-blue-300">华原股份</td>
|
||
<td class="py-3 px-4 text-slate-300">北交所</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">柴油发电机</td>
|
||
<td class="py-3 px-4 text-slate-300">控股股东：玉柴集团，产品：柴油滤清器，客户：玉柴股份</td>
|
||
<td class="py-3 px-4 text-slate-300">公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 英伟达H20股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-indigo-300 mb-4">英伟达H20相关股票</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">项目/产品</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">行业/应用</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">其他信息</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-medium">信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">弘信电子</td>
|
||
<td class="py-3 px-4 text-slate-300">代理分销</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达中国区精英级合作伙伴</td>
|
||
<td class="py-3 px-4 text-slate-300">算力服务器整机、数据中心专业级GPU卡销售</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">神州数码</td>
|
||
<td class="py-3 px-4 text-slate-300">代理分销</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达的分销合作伙伴</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">中电港</td>
|
||
<td class="py-3 px-4 text-slate-300">代理分销</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达在国内的授权分销商之一</td>
|
||
<td class="py-3 px-4 text-slate-300">GPU产品用于数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">鸿博股份</td>
|
||
<td class="py-3 px-4 text-slate-300">代理分销</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达DGX系列AI服务器的用户和运营方</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">机构调研</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">先进数通</td>
|
||
<td class="py-3 px-4 text-slate-300">代理分销</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达合作伙伴，在Solution Provider领域是Elite级代理</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">华勤技术</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">量产出货最新的NV L20 GPU AI服务器产品</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">浪潮信息</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">在服务器系统架构、散热、电源、高速信号等领域与国内外服务器部件厂商合作</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">航锦科技</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">超擎擎天系列IL20服务器已首推，元景系列H20、8U8卡Nvlink即将发布</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">紫光股份</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">NVIDIA数据中心GPU、NVIDIA DGX系统等中国区总代理</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司官网</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">工业富联</td>
|
||
<td class="py-3 px-4 text-slate-300">英伟达服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">开发并量产英伟达的H100及H800等高性能AI服务器</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">麦格米特</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">服务器电源指定供应商，参与GB200系统设计与建设</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">东阳光</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">液冷散热，与中际旭创合资成立广东深度智冷间接接入英伟达供应链生态</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">网络资料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">钧威电子</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">电流检测精密电阻产品应用于英伟达GB300系列</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">铂科新材</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">为终端GPU厂商提供芯片电感产品</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">江海股份</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">铝电解电容器（MLPC）和超级电容器产品适配英伟达GB300芯片方案</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">胜宏科技</td>
|
||
<td class="py-3 px-4 text-slate-300">供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">2023年PCB板产品切入英伟达的H系列AI加速卡</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公开资料</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium text-blue-300">鸿博股份</td>
|
||
<td class="py-3 px-4 text-slate-300">算力中心</td>
|
||
<td class="py-3 px-4 text-slate-300">2022年8月14日与英伟达等共同合作成立北京AI创新赋能中心</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-blue-300">润建股份</td>
|
||
<td class="py-3 px-4 text-slate-300">算力中心</td>
|
||
<td class="py-3 px-4 text-slate-300">与安联通算力项目开展合作，安联通是NVIDIA中国区精英级（Elite）合作伙伴</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">公司公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.2,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 0.5
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |