571 lines
38 KiB
HTML
571 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研报告：昇腾推理一体机</title>
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<body class="antialiased min-h-screen">
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<div class="turrell-glow glow-1"></div>
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<div class="turrell-glow glow-2"></div>
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<main class="relative z-10 p-4 sm:p-6 md:p-12">
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-white to-blue-300">
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昇腾推理一体机
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</h1>
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<p class="mt-4 text-lg text-gray-400">深度行研报告</p>
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<p class="text-sm text-gray-500 mt-2">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” | 报告生成日期：2025-05-20<br>
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<span class="opacity-70">本报告为AI合成数据，投资需谨慎。</span>
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</p>
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</header>
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<!-- 核心Insight分析 -->
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<section id="insight" class="mb-20">
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<h2 class="text-3xl font-bold mb-8 text-blue-200 tracking-tight">概念核心洞察 (Concept Insight)</h2>
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<div class="glass-card p-6 md:p-8 space-y-8">
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<div>
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">0. 概念事件</h3>
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<p class="text-gray-300 leading-relaxed">
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“昇腾推理一体机”概念的核心是华为联合其生态伙伴，为满足特定市场需求（尤其是数据安全和易用性）而推出的软硬一体化AI解决方案。其发展脉络和关键催化事件如下：
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</p>
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<ul class="list-disc list-inside mt-4 space-y-2 text-gray-300">
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<li><strong>背景铺垫 (2024年及以前):</strong> AI大模型爆发与国产化替代政策深化，市场对安全、可控、本地化部署的AI算力解决方案需求迫切。</li>
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<li><strong>正式引爆 (2025年2月13日):</strong> 华为正式宣布推出昇腾DeepSeek大模型一体机 (Atlas 800I A2)，标志着标准化产品形态进入市场，明确了产品定义与60+家核心伙伴。</li>
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<li><strong>生态发酵 (2025年2月-3月):</strong> 众多合作伙伴密集宣布推出各自的一体机产品，市场关注度迅速升温。</li>
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<li><strong>关键会议 (预期2025年3月21日):</strong> 华为昇腾人工智能伙伴峰会，是短期内最重要的潜在催化剂。</li>
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<li><strong>业绩验证 (2025年下半年起):</strong> 多家公司获得数亿元级别大额订单，标志着概念从主题叙事进入订单和业绩兑现的验证阶段。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">1. 核心观点摘要</h3>
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<p class="border-l-4 border-cyan-400 pl-4 italic text-gray-200 text-lg leading-relaxed">
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“昇腾推理一体机”是国产AI算力从“卖芯片/卡”向“卖解决方案”演进的关键一步，其本质是一个由华为提供核心技术底座、由生态伙伴进行场景化封装和销售的“AI交钥匙工程”。其核心驱动力源于<strong class="text-white">政策（信创国产化）与市场（数据安全）的双重共振</strong>，当前正处于从概念导入期向商业化放量期的过渡阶段。
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</p>
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</div>
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<div class="pt-6">
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<h3 class="text-xl font-semibold text-cyan-300 mb-4">2. 概念的核心逻辑与市场认知分析</h3>
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<div class="bento-grid">
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<div class="glass-card p-6 col-span-1 md:col-span-2">
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<h4 class="font-bold text-lg text-blue-200 mb-2">核心驱动力</h4>
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<ul class="space-y-3 text-gray-300">
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<li><strong>政策驱动:</strong> 国产化替代的“必选项”，在党政、央国企、金融等关键领域，采购国产AI解决方案已成硬性要求。</li>
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<li><strong>市场需求:</strong> 私有化部署的“刚需”，一体机提供“开箱即用”的本地化部署方案，完美契合数据安全要求。</li>
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<li><strong>商业模式驱动:</strong> 预集成软硬件与模型，大幅降低企业部署和运维AI的门槛，是AI技术向千行百业渗透的关键。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">市场热度与情绪</h4>
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<p class="text-gray-300">当前市场热度极高，整体情绪非常乐观。表现为新闻密集发布、研报集中覆盖、二级市场反应强烈，多家关联个股在获得订单或认证后出现大幅上涨。</p>
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</div>
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">预期差分析</h4>
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<ul class="space-y-2 text-gray-300">
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<li><strong>盈利模式:</strong> 市场可能高估硬件利润（纯硬件净利率或≤10%），真正的盈利来自软件和服务。</li>
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<li><strong>伙伴“含金量”:</strong> 伙伴存在层级差异，具备差异化软件和服务壁垒的公司护城河更深。</li>
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<li><strong>技术挑战:</strong> 存在高功耗、低精度支持不足等问题，“开箱即用”背后仍需大量优化。</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="pt-6">
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<h3 class="text-xl font-semibold text-cyan-300 mb-4">3. 关键催化剂与未来发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li>华为关键会议（如3月21日伙伴峰会）</li>
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<li>亿元级标杆项目订单落地公告</li>
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<li>行业权威评测中的性能突破</li>
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<li>国家信创目录更新或采购补贴政策细则</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">长期发展路径</h4>
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<ul class="space-y-2 text-gray-300">
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<li><strong>阶段一 (当前-2026):</strong> 硬件铺量与生态构建期。</li>
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<li><strong>阶段二 (2026-2028):</strong> 应用深化与价值提升期。</li>
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<li><strong>阶段三 (2028以后):</strong> 平台化与智能化成熟期。</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="pt-6">
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<h3 class="text-xl font-semibold text-cyan-300 mb-4">4. 产业链与核心公司深度剖析</h3>
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<div class="space-y-6">
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">产业链图谱</h4>
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<ul class="steps steps-vertical lg:steps-horizontal w-full">
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<li class="step step-primary">上游 (核心技术): 华为 (昇腾芯片, 基础软件栈)</li>
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<li class="step step-primary">中游 (产品集成): 60+生态伙伴 (拓维信息, 神州数码等)</li>
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<li class="step step-primary">下游 (最终用户): 党政, 央国企, 金融, 能源等</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-blue-200 mb-2">核心玩家对比</h4>
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<div class="overflow-x-auto">
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<table class="table w-full">
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<thead>
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<tr>
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<th class="bg-transparent text-white">梯队</th>
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<th class="bg-transparent text-white">代表公司</th>
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<th class="bg-transparent text-white">核心优势</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>领导者梯队</td>
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<td>拓维信息, 神州数码, 软通动力</td>
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<td>战略合作紧密，规模化交付与渠道能力强</td>
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</tr>
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<tr>
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<td>差异化竞争者</td>
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<td>云从科技, 科大讯飞, 恒为科技</td>
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<td>自带核心AI算法模型，技术或场景壁垒高</td>
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</tr>
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<tr>
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<td>逻辑最纯粹</td>
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<td>拓维信息, 神州数码</td>
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<td>业务与昇腾硬件出货量直接相关，短期弹性大</td>
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</tr>
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</tbody>
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</table>
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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 class="pt-6">
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<h3 class="text-xl font-semibold text-red-300 mb-4">5. 潜在风险与挑战</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="glass-card p-6 border-l-4 border-red-400">
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<h4 class="font-bold text-lg text-red-200 mb-2">技术风险</h4>
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li>高端芯片推理场景功耗高</li>
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<li>低精度技术支持可能落后</li>
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<li>CANN生态成熟度与CUDA尚有差距</li>
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</ul>
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</div>
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<div class="glass-card p-6 border-l-4 border-yellow-400">
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<h4 class="font-bold text-lg text-yellow-200 mb-2">商业化风险</h4>
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li>硬件利润空间受挤压 (≤10%)</li>
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<li>同质化竞争可能引发价格战</li>
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<li>交付效果与客户真实需求匹配度</li>
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</ul>
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</div>
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<div class="glass-card p-6 border-l-4 border-orange-400">
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<h4 class="font-bold text-lg text-orange-200 mb-2">政策与竞争风险</h4>
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li>国产化采购政策落地不及预期</li>
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<li>60+家伙伴内部竞争加剧</li>
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<li>利润归属模糊，价值链分配复杂</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="pt-6">
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<h3 class="text-xl font-semibold text-green-300 mb-3">6. 综合结论与投资启示</h3>
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<p class="text-gray-300 leading-relaxed mb-4">
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“昇腾推理一体机”概念已走过纯粹主题炒作，正加速迈向基本面驱动阶段。市场关注焦点将从“是否是伙伴”转向“谁能拿到最多、最高质量的订单”。
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</p>
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<div class="bento-grid">
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<div class="glass-card p-6">
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<h4 class="font-bold text-lg text-green-200 mb-2">最具投资价值环节</h4>
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<ul class="list-decimal list-inside space-y-2 text-gray-300">
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<li>具备“AI算法/模型+硬件”综合能力的厂商 (云从科技, 科大讯飞)</li>
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<li>深度绑定华为的整机战略伙伴 (拓维信息, 神州数码)</li>
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<li>在特定行业形成护城河的解决方案商 (正元智慧)</li>
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</ul>
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</div>
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<div class="glass-card p-6 col-span-1 md:col-span-2">
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<h4 class="font-bold text-lg text-green-200 mb-2">需重点跟踪的关键指标</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300 columns-1 md:columns-2">
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<li>新增订单合同金额与毛利率</li>
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<li>软件与服务收入占比</li>
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<li>华为昇腾芯片实际出货量</li>
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<li>合作伙伴相关业务板块财报</li>
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<li>下游关键行业市场渗透率</li>
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<li>CANN软件栈与开发者生态进展</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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<!-- ECharts 数据可视化 -->
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<section id="data-visualization" class="mb-20">
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<h2 class="text-3xl font-bold mb-8 text-blue-200 tracking-tight">市场规模预期</h2>
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<div class="glass-card p-6 md:p-8">
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<div id="shipment-chart" class="w-full h-96"></div>
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</div>
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</section>
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<!-- 关键信息源 -->
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<section id="data-sources" class="mb-20" x-data="{ tab: 'news' }">
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<h2 class="text-3xl font-bold mb-8 text-blue-200 tracking-tight">关键信息源 (Key Data Sources)</h2>
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<div class="tabs tabs-boxed bg-transparent mb-6 justify-center">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'research' }" @click="tab = 'research'">研报精粹</a>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 md:p-8">
|
||
<!-- 新闻数据 -->
|
||
<div x-show="tab === 'news'" x-cloak>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">产品发布与定义</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>产品名称:</strong> 昇腾推理一体机，昇腾DS一体机Atlas 800I A2，昇腾DeepSeek大模型一体机。</li>
|
||
<li><strong>发布时间:</strong> 2025-02-13。</li>
|
||
<li><strong>产品形态:</strong> 服务器、推理卡、加速模组等，全面适配DSV3/R1全系列模型。</li>
|
||
<li><strong>核心价值:</strong> 开箱即用，降低部署运维门槛，满足金融、央国企等对数据安全要求高的客户需求。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">市场、销量与价格</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>整体规模:</strong> 全年昇腾预计出货75-80万张，一体机形式约5-10万张。</li>
|
||
<li><strong>DS一体机需求:</strong> 2月底预计需求1500台，预计占今年一体机出货的95%。</li>
|
||
<li><strong>利润分成:</strong> DS毛利率45-50%，给生态伙伴纯硬件净利率估计10%或以内。</li>
|
||
<li><strong>租赁价格:</strong> 满8卡一台10万/月。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">生态系统与合作伙伴</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300">截至2月12日，已有60+伙伴基于昇腾产品打造自有DeepSeek大模型一体机。主要合作伙伴包括：拓维信息、浪潮信息、中国长城、云从科技、软通动力、神州数码、烽火通信、恒为科技等。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- 路演数据 -->
|
||
<div x-show="tab === 'roadshow'" x-cloak>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">核心摘要</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300">昇腾推理一体机是为满足政府、高校、企业等对数据安全、本地化部署和成本控制需求的“开箱即用”型AI解决方案。市场驱动力来自AI应用爆发和国产化替代。长江计算、正元智慧、科大讯飞等已开发或正在研发面向特定行业的一体机。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">市场逻辑与成本</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>核心逻辑:</strong> 政府、科研机构需本地化部署保密模型，一体机性价比高。</li>
|
||
<li><strong>合作研发:</strong> 正元智慧与华为联合研发针对高校的行业应用一体机，解决本地化、信创和算力限制问题。</li>
|
||
<li><strong>成本结构:</strong> 硬件外采（如昇腾910B）占成本主体，软件与场景适配能力构成差异化溢价。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">技术与风险</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>芯片配置:</strong> 一体机配置包括昇腾910、910B等国产AI芯片。</li>
|
||
<li><strong>功耗问题:</strong> 高端GPU（如昇腾910C为1500W）用于推理存在性能过剩和功耗过高问题，凸显专用推理一体机的必要性。</li>
|
||
<li><strong>精度挑战:</strong> 国产芯片对FP8精度支持不足，需权衡FP16/BF16精度与显存需求。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- 研报数据 -->
|
||
<div x-show="tab === 'research'" x-cloak>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" checked="checked" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">定义与市场背景</div>
|
||
<div class="collapse-content">
|
||
<p class="text-gray-300"><strong>定义：</strong>将计算资源、AI平台软件和模型算法集成的“开箱即用”设备，保障数据安全。<strong>背景：</strong>AI计算需求爆发、政策支持国产算力、数据安全刚需。<strong>目标市场：</strong>重点满足央国企与政府大模型本地化部署需求。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">核心技术与产品</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>硬件基础:</strong> 基于昇腾910B/910C等处理器，及Atlas 500/800、CloudMatrix超节点等硬件。</li>
|
||
<li><strong>软件架构:</strong> 基于异构计算架构CANN、推理引擎MindIE、全场景AI框架MindSpore等构建的全栈AI平台。</li>
|
||
<li><strong>技术优势:</strong> 软硬件协同优化，开箱即用，全流程闭环，安全可信。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title text-lg font-medium text-blue-200">未来发展与路线图</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong>芯片迭代:</strong> 计划于2026-2028年陆续推出昇腾950PR/DT、960、970系列。</li>
|
||
<li><strong>超节点发展:</strong> 正在开发Atlas 950/960 SuperCluster等大规模超节点新品，支持万卡集群。</li>
|
||
<li><strong>生态建设:</strong> 已发展50+ APN伙伴，孵化20+原生大模型，培养30多万原生学生。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- 概念相关股票 -->
|
||
<section id="stocks">
|
||
<h2 class="text-3xl font-bold mb-8 text-blue-200 tracking-tight">概念相关股票池</h2>
|
||
<div class="glass-card overflow-x-auto">
|
||
<table class="table w-full stock-table">
|
||
<thead>
|
||
<tr class="text-gray-300 uppercase">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>拓维信息</td><td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="link link-hover text-blue-300">002261</a></td><td>作为昇腾战略合作伙伴，“兆瀚”系列AI服务器及相关产品已全面完成与DeepSeek-V1N3系列大模型的深度适配。</td></tr>
|
||
<tr><td>神州数码</td><td><a href="https://valuefrontier.cn/company?scode=000034" target="_blank" class="link link-hover text-blue-300">000034</a></td><td>旗下神州鲲泰推理服务器产品搭载昇腾硬件，可全面支持DeepSeek系列模型的快速部署。</td></tr>
|
||
<tr><td>软通动力</td><td><a href="https://valuefrontier.cn/company?scode=301236" target="_blank" class="link link-hover text-blue-300">301236</a></td><td>旗下软通计算作为鲲鹏、昇腾整机合作伙伴，推出昇腾AI服务器机型、基于昇腾算力卡的AI工作站产品等。</td></tr>
|
||
<tr><td>云从科技</td><td><a href="https://valuefrontier.cn/company?scode=688327" target="_blank" class="link link-hover text-blue-300">688327</a></td><td>公司与华为推出了“从容大模型昇腾训练推理一体化解决方案”产品。</td></tr>
|
||
<tr><td>烽火通信</td><td><a href="https://valuefrontier.cn/company?scode=600498" target="_blank" class="link link-hover text-blue-300">600498</a></td><td>全资子公司长江计算为昇腾整机硬件优先级合作伙伴，拥有多款基于昇腾推出的AI训练服务器。</td></tr>
|
||
<tr><td>四川长虹</td><td><a href="https://valuefrontier.cn/company?scode=600839" target="_blank" class="link link-hover text-blue-300">600839</a></td><td>联营企业及股东参股华鲲振宇，后者为昇腾整机硬件战略级合作伙伴。</td></tr>
|
||
<tr><td>广电运通</td><td><a href="https://valuefrontier.cn/company?scode=002152" target="_blank" class="link link-hover text-blue-300">002152</a></td><td>子公司广电五舟是昇腾AI战略伙伴，公司“望道”行业大模型、大模型一体机等已获得昇腾技术认证。</td></tr>
|
||
<tr><td>同方股份</td><td><a href="https://valuefrontier.cn/company?scode=600100" target="_blank" class="link link-hover text-blue-300">600100</a></td><td>同方知网与华为联合推出华知大模型训推一体机(华知大模型+昇腾服务器)解决方案。</td></tr>
|
||
<tr><td>云天励飞</td><td><a href="https://valuefrontier.cn/company?scode=688343" target="_blank" class="link link-hover text-blue-300">688343</a></td><td>公司与华为昇腾合作打造的“天舟”大模型一体机等。</td></tr>
|
||
<tr><td>瑞贝卡</td><td><a href="https://valuefrontier.cn/company?scode=600439" target="_blank" class="link link-hover text-blue-300">600439</a></td><td>控股股东间接参股黄河信产，后者为华为重要战略合作伙伴，发布过基于昇腾的AI服务器。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<section id="rise-analysis" class="mt-20">
|
||
<h2 class="text-3xl font-bold mb-8 text-blue-200 tracking-tight">市场反应：涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 xl:grid-cols-3 gap-6">
|
||
<!-- Data will be populated here by script -->
|
||
</div>
|
||
</section>
|
||
|
||
<footer class="text-center mt-20 py-8 border-t border-gray-800">
|
||
<p class="text-sm text-gray-500">
|
||
报告由北京价值前沿科技有限公司AI投研agent“价小前投研”生成<br>
|
||
<span class="opacity-70">所有数据与分析仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</span>
|
||
</p>
|
||
</footer>
|
||
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|
||
|
||
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|
||
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|
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|
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|
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||
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|
||
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|
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|
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|
||
|
||
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|
||
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|
||
{"stock":"荣联科技","stock_code":"002642","rise_rate":10.05,"trade_date":"2025-09-15","reason":"核心结论: 周末“华为昇腾5.37亿元+阿里云大模型一体机2.1亿元”双订单落地，合计7.47亿元≈2024年营收37%，且Q4开始交付，资金一次性把业绩拐点定价到涨停。"},
|
||
{"stock":"恒为科技","stock_code":"603496","rise_rate":10.02,"trade_date":"2025-07-18","reason":"核心结论: WAIC2025前夕，公司确认将现场展示已交付的昇腾384超节点整机，叠加3.2亿元运营商AI训练集群订单落地，资金抢筹导致涨停。"},
|
||
{"stock":"格尔软件","stock_code":"603232","rise_rate":10.02,"trade_date":"2025-10-30","reason":"核心结论: 隔夜官宣“华为云＋格尔软件”共建昇腾910B原生信创密码一体机联合实验室，并获“鲲鹏+昇腾生态唯一密码安全原生伙伴”身份，带来可测算的7.5亿元新增市场，机构早盘抢筹4200万元，直接封死涨停。"},
|
||
{"stock":"品高股份","stock_code":"688227","rise_rate":19.99,"trade_date":"2025-08-22","reason":"核心结论: 品高股份因盘后公告拿下3.6亿元DeepSeek V3.1大模型一体机订单并收购液冷GPU服务器资产，叠加国家算力行动计划催化，形成“政策+订单+并购”共振而涨停。"},
|
||
{"stock":"启迪设计","stock_code":"300500","rise_rate":20.0,"trade_date":"2025-08-01","reason":"核心结论: 华为官宣年内新增1.2 EFLOPS昇腾910C算力，市场确认启迪设计为“昇腾智算中心EPC设计龙头”，资金抢筹20CM涨停。"},
|
||
{"stock":"当虹科技","stock_code":"688039","rise_rate":20.0,"trade_date":"2025-09-30","reason":"核心结论: DeepSeek-R1系列大模型完成国产算力Day0适配，当虹科技边缘AI超算盒率先通过昇腾910B信创测评，可直采广电总局20亿元“省级台站AI视觉巡检”国产化订单，业绩弹性瞬间兑现，触发20%涨停。"}
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|
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<div>
|
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<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="link link-hover">
|
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${item.stock_code}
|
||
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|
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· ${item.trade_date}
|
||
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|
||
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|
||
<div class="badge ${item.rise_rate > 15 ? 'badge-secondary' : 'badge-primary'} badge-lg text-lg font-bold p-4">${item.rise_rate}%</div>
|
||
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|
||
<p class="text-gray-300 leading-relaxed text-sm">${item.reason.replace(/<br>/g, ' ')}</p>
|
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|
||
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||
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||
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