China AI Domestic Substitution中国AI国产替代 / 自主可控
China AI Supply Chain Intelligence Dashboard
China-only institutional map focused on domestic substitution, sovereign AI, export-control pressure, AI infrastructure localization, and supply-chain bottlenecks.
STAR · 16Ecosystem · 3HK · 8A-share · 26
Companies Tracked覆盖公司
53
12 China-only lanes
Most Critical Bottleneck核心瓶颈
Foundry / Equipment
Export-control sensitive manufacturing base
Strongest Substitution Layer最强替代环节
AI Chips / Accelerators
AI芯片与加速器
Weakest Domestic Gap最弱国产短板
HBM / Memory / Storage
HBM高带宽存储 / 存储
Policy Narratives政策叙事
6
China Domestic Substitution · AI Compute Localization
Upstream to Downstream Localization Flow
Lanes connect domestic chips, fabs, equipment, packaging, servers, interconnect, cloud platforms, and AI applications.
China Domestic Substitution国产替代AI Compute LocalizationAI算力国产化Export Control Pressure出口管制压力Sovereign AI主权AISemiconductor Self-Sufficiency半导体自主可控Optical / PCB AI Capex光模块 / PCB算力资本开支
1
50% data
AI Chips / AcceleratorsAI芯片与加速器
Domestic accelerators and CPU/GPU alternatives sit at the center of compute localization.
寒武纪Cambricon
688256
Price
1331.00
Change
+10.09%
Domestic AI accelerator pure play
fallbackChina Domestic SubstitutionAI Compute Localization
海光信息Hygon
688041
Price
333.57
Change
+4.20%
CPU/GPU platform for localized compute
fallbackChina Domestic SubstitutionSovereign AI
龙芯中科Loongson
688047
Price
116.50
Change
+2.09%
Domestic CPU architecture platform
fallbackChina Domestic SubstitutionSovereign AI
阿里巴巴平头哥生态Alibaba T-Head Ecosystem
Ecosystem / no direct listed ticker
Ecosystem / no direct listed ticker for the internal chip effort
AI Compute LocalizationSovereign AI
百度昆仑生态Baidu Kunlun Ecosystem
Ecosystem / no direct listed ticker
Ecosystem / no direct listed ticker for the internal accelerator effort
AI Compute LocalizationSovereign AI
华为昇腾生态Huawei Ascend Ecosystem
Ecosystem / no direct listed ticker
Ecosystem / no direct listed ticker; no fake Huawei ticker assigned
China Domestic SubstitutionSovereign AI
2
100% data
Foundry晶圆代工
Local wafer manufacturing is the base-layer constraint for sovereign AI silicon.
中芯国际SMIC
688981
Price
155.41
Change
+7.92%
Domestic foundry base layer
fallbackSemiconductor Self-SufficiencyExport Control Pressure
华虹半导体Hua Hong Semiconductor
1347
Price
165.50
Change
+15.82%
Specialty and mature-node foundry
fallbackChina Domestic SubstitutionSemiconductor Self-Sufficiency
3
100% data
Semiconductor Equipment半导体设备
Equipment localization determines how fast domestic fabs can reduce external choke points.
北方华创NAURA
002371
Price
744.60
Change
+10.00%
Platform semiconductor equipment vendor
fallbackSemiconductor Self-SufficiencyExport Control Pressure
中微公司AMEC
688012
Price
385.50
Change
+12.55%
Etch and process equipment
fallbackSemiconductor Self-SufficiencyExport Control Pressure
拓荆科技Piotech
688072
Price
736.66
Change
+15.64%
Deposition equipment localization
fallbackSemiconductor Self-Sufficiency
华海清科Hwatsing
688120
Price
256.83
Change
+12.66%
CMP and wafer process tools
fallbackSemiconductor Self-Sufficiency
芯源微Kingsemi
688037
Price
348.00
Change
+16.49%
Coater/developer and process equipment
fallbackSemiconductor Self-Sufficiency
盛美上海ACM Research Shanghai
688082
Price
316.66
Change
+12.11%
Cleaning and wet process equipment
fallbackSemiconductor Self-Sufficiency
4
100% data
EDA / IP / Silicon DesignEDA / IP / 芯片设计
Domestic EDA and IP reduce upstream design-tool dependence.
华大九天Empyrean Technology
301269
Price
99.50
Change
+6.17%
Domestic EDA platform
fallbackSemiconductor Self-SufficiencySovereign AI
概伦电子Primarius
688206
Price
36.28
Change
+4.40%
EDA and device modeling
fallbackSemiconductor Self-Sufficiency
芯原股份VeriSilicon
688521
Price
239.61
Change
+6.49%
Silicon IP and chip design services
fallbackChina Domestic SubstitutionAI Compute Localization
5
100% data
Advanced Packaging / Testing先进封装与测试
Advanced packaging and testing convert constrained dies into usable AI systems.
长电科技JCET
600584
Price
83.74
Change
+8.77%
OSAT and advanced packaging platform
fallbackChina Domestic SubstitutionAI Compute Localization
通富微电Tongfu Microelectronics
002156
Price
69.30
Change
+10.00%
HPC packaging and testing
fallbackChina Domestic SubstitutionAI Compute Localization
华天科技Huatian Technology
002185
Price
17.97
Change
+6.65%
Packaging and testing capacity
fallbackChina Domestic Substitution
甬矽电子Forehope Electronic
688362
Price
81.52
Change
+14.14%
Advanced packaging and testing
fallbackAI Compute Localization
6
100% data
HBM / Memory / StorageHBM高带宽存储 / 存储
Memory, storage, and interface chips remain critical gaps in localized AI infrastructure.
兆易创新GigaDevice
603986
Price
471.80
Change
+9.14%
Memory and MCU exposure
fallbackChina Domestic Substitution
北京君正Ingenic
300223
Price
161.18
Change
+12.20%
Memory and edge processing exposure
fallbackChina Domestic Substitution
澜起科技Montage Technology
688008
Price
212.33
Change
+11.79%
Memory interface and server chips
fallbackAI Compute LocalizationSemiconductor Self-Sufficiency
佰维存储Biwin Storage
688525
Price
261.50
Change
+7.17%
Storage modules and memory products
fallbackChina Domestic Substitution
7
100% data
AI Servers / ODMAI服务器 / 整机制造
Server platforms aggregate domestic accelerators, networking, power, and thermal constraints.
浪潮信息Inspur Information
000977
Price
86.74
Change
+6.70%
AI server platform
fallbackAI Compute LocalizationChina Domestic Substitution
工业富联Foxconn Industrial Internet
601138
Price
59.54
Change
+5.38%
AI server manufacturing and integration
fallbackAI Compute LocalizationOptical / PCB AI Capex
中科曙光Sugon
603019
Price
95.24
Change
+4.61%
Domestic HPC and server platform
fallbackSovereign AIAI Compute Localization
紫光股份Unisplendour
000938
Price
41.46
Change
+10.00%
Enterprise networking and server exposure
fallbackChina Domestic SubstitutionAI Compute Localization
8
100% data
PCB / High-Speed InterconnectPCB / 高速互联
High-speed boards and interconnect become second-order beneficiaries of AI server density.
沪电股份WUS Printed Circuit
002463
Price
120.85
Change
+5.07%
High-speed PCB for AI servers
fallbackOptical / PCB AI Capex
胜宏科技Victory Giant
300476
Price
235.86
Change
+5.24%
AI server PCB beneficiary
fallbackOptical / PCB AI Capex
深南电路Shennan Circuits
002916
Price
347.80
Change
+7.23%
High-speed PCB and substrate platform
fallbackOptical / PCB AI Capex
生益科技Shengyi Technology
600183
Price
133.69
Change
+8.39%
Copper-clad laminate and PCB materials
fallbackOptical / PCB AI Capex
9
100% data
Optical Networking / CPO光模块 / 共封装光学
AI clusters require 800G/1.6T optics and potential CPO migration.
中际旭创Zhongji Innolight
300308
Price
1127.97
Change
+12.35%
High-speed optical module leader
fallbackOptical / PCB AI CapexAI Compute Localization
新易盛Eoptolink
300502
Price
547.82
Change
+7.42%
Datacenter optical modules
fallbackOptical / PCB AI Capex
天孚通信TFC Communication
300394
Price
229.22
Change
+7.34%
Optical components and packaging
fallbackOptical / PCB AI Capex
华工科技HGTECH
000988
Price
111.08
Change
+4.93%
Optical modules and laser tech
fallbackOptical / PCB AI CapexChina Domestic Substitution
光迅科技Accelink
002281
Price
184.32
Change
+8.10%
Optical communication modules
fallbackOptical / PCB AI CapexChina Domestic Substitution
源杰科技Yuanjie Semiconductor
688498
Price
1468.06
Change
+4.61%
Optical chip supplier
fallbackOptical / PCB AI CapexSemiconductor Self-Sufficiency
10
100% data
Datacenter Power / Cooling数据中心电力 / 散热
Power and cooling determine the pace of localized AI datacenter deployment.
英维克Envicool
002837
Price
59.24
Change
+6.82%
Datacenter cooling systems
fallbackAI Compute Localization
科华数据Kehua Data
002335
Price
30.37
Change
+3.48%
Power and datacenter infrastructure
fallbackAI Compute Localization
申菱环境Shenling Environmental
301018
Price
86.39
Change
+8.24%
Thermal management and HVAC
fallbackAI Compute Localization
高澜股份Goaland Energy
300499
Price
27.25
Change
+4.17%
Liquid cooling and thermal systems
fallbackAI Compute Localization
11
100% data
Cloud / AI Platforms云与AI平台
Cloud and model platforms translate policy support into compute demand.
阿里巴巴Alibaba
9988
Price
117.80
Change
+0.86%
Cloud AI and model platform
fallbackSovereign AIAI Compute Localization
百度Baidu
9888
Price
109.20
Change
+2.54%
AI cloud and foundation model platform
fallbackSovereign AIAI Compute Localization
腾讯Tencent
0700
Price
474.60
Change
-0.67%
Cloud, model, and application platform
fallbackSovereign AIAI Compute Localization
金山云Kingsoft Cloud
3896
Price
5.29
Change
+0.57%
Independent cloud platform
fallbackSovereign AI
12
100% data
AI Applications / SoftwareAI应用与软件
Applications test whether localized AI infrastructure becomes recurring software revenue.
科大讯飞iFlytek
002230
Price
41.28
Change
+0.76%
Domestic AI application and model platform
fallbackChina Domestic SubstitutionSovereign AI
金山办公Kingsoft Office
688111
Price
247.99
Change
+1.52%
Office AI software
fallbackChina Domestic Substitution
用友网络Yonyou
600588
Price
9.30
Change
+1.75%
Enterprise software and AI workflows
fallbackChina Domestic Substitution
金蝶国际Kingdee
0268
Price
7.24
Change
+1.69%
Enterprise SaaS and AI workflows
fallbackChina Domestic Substitution
商汤SenseTime
0020
Price
1.40
Change
+2.94%
Computer vision and foundation model platform
fallbackSovereign AI
美图Meitu
1357
Price
4.12
Change
+0.00%
Consumer imaging and AI applications
fallbackChina Domestic Substitution