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
1113.14
Change
+0.65%
Domestic AI accelerator pure play
fallbackChina Domestic SubstitutionAI Compute Localization
海光信息Hygon
688041
Price
241.38
Change
+4.04%
CPU/GPU platform for localized compute
fallbackChina Domestic SubstitutionSovereign AI
龙芯中科Loongson
688047
Price
103.11
Change
+3.21%
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
122.00
Change
+2.85%
Domestic foundry base layer
fallbackSemiconductor Self-SufficiencyExport Control Pressure
华虹半导体Hua Hong Semiconductor
1347
Price
115.50
Change
+4.81%
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
686.51
Change
+3.16%
Platform semiconductor equipment vendor
fallbackSemiconductor Self-SufficiencyExport Control Pressure
中微公司AMEC
688012
Price
354.92
Change
+1.05%
Etch and process equipment
fallbackSemiconductor Self-SufficiencyExport Control Pressure
拓荆科技Piotech
688072
Price
720.06
Change
+3.76%
Deposition equipment localization
fallbackSemiconductor Self-Sufficiency
华海清科Hwatsing
688120
Price
263.43
Change
-0.59%
CMP and wafer process tools
fallbackSemiconductor Self-Sufficiency
芯源微Kingsemi
688037
Price
363.98
Change
+5.20%
Coater/developer and process equipment
fallbackSemiconductor Self-Sufficiency
盛美上海ACM Research Shanghai
688082
Price
292.77
Change
+3.65%
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
88.95
Change
+3.95%
Domestic EDA platform
fallbackSemiconductor Self-SufficiencySovereign AI
概伦电子Primarius
688206
Price
39.44
Change
+5.85%
EDA and device modeling
fallbackSemiconductor Self-Sufficiency
芯原股份VeriSilicon
688521
Price
205.18
Change
+4.63%
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
73.00
Change
+7.75%
OSAT and advanced packaging platform
fallbackChina Domestic SubstitutionAI Compute Localization
通富微电Tongfu Microelectronics
002156
Price
61.38
Change
+5.26%
HPC packaging and testing
fallbackChina Domestic SubstitutionAI Compute Localization
华天科技Huatian Technology
002185
Price
18.03
Change
+10.01%
Packaging and testing capacity
fallbackChina Domestic Substitution
甬矽电子Forehope Electronic
688362
Price
64.79
Change
+5.49%
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
388.18
Change
+4.95%
Memory and MCU exposure
fallbackChina Domestic Substitution
北京君正Ingenic
300223
Price
142.97
Change
+5.86%
Memory and edge processing exposure
fallbackChina Domestic Substitution
澜起科技Montage Technology
688008
Price
202.53
Change
+4.22%
Memory interface and server chips
fallbackAI Compute LocalizationSemiconductor Self-Sufficiency
佰维存储Biwin Storage
688525
Price
216.88
Change
+4.13%
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
71.88
Change
+2.97%
AI server platform
fallbackAI Compute LocalizationChina Domestic Substitution
工业富联Foxconn Industrial Internet
601138
Price
62.71
Change
+2.35%
AI server manufacturing and integration
fallbackAI Compute LocalizationOptical / PCB AI Capex
中科曙光Sugon
603019
Price
84.30
Change
+1.96%
Domestic HPC and server platform
fallbackSovereign AIAI Compute Localization
紫光股份Unisplendour
000938
Price
33.95
Change
+3.51%
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
123.50
Change
+0.02%
High-speed PCB for AI servers
fallbackOptical / PCB AI Capex
胜宏科技Victory Giant
300476
Price
227.05
Change
+1.86%
AI server PCB beneficiary
fallbackOptical / PCB AI Capex
深南电路Shennan Circuits
002916
Price
384.50
Change
+0.21%
High-speed PCB and substrate platform
fallbackOptical / PCB AI Capex
生益科技Shengyi Technology
600183
Price
143.93
Change
-1.44%
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
926.43
Change
+3.40%
High-speed optical module leader
fallbackOptical / PCB AI CapexAI Compute Localization
新易盛Eoptolink
300502
Price
445.00
Change
+4.87%
Datacenter optical modules
fallbackOptical / PCB AI Capex
天孚通信TFC Communication
300394
Price
284.66
Change
+2.52%
Optical components and packaging
fallbackOptical / PCB AI Capex
华工科技HGTECH
000988
Price
107.80
Change
+1.91%
Optical modules and laser tech
fallbackOptical / PCB AI CapexChina Domestic Substitution
光迅科技Accelink
002281
Price
195.40
Change
+2.19%
Optical communication modules
fallbackOptical / PCB AI CapexChina Domestic Substitution
源杰科技Yuanjie Semiconductor
688498
Price
1835.00
Change
+2.82%
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
63.28
Change
+2.48%
Datacenter cooling systems
fallbackAI Compute Localization
科华数据Kehua Data
002335
Price
29.65
Change
+1.89%
Power and datacenter infrastructure
fallbackAI Compute Localization
申菱环境Shenling Environmental
301018
Price
105.02
Change
+0.85%
Thermal management and HVAC
fallbackAI Compute Localization
高澜股份Goaland Energy
300499
Price
37.72
Change
-1.41%
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
109.30
Change
+4.00%
Cloud AI and model platform
fallbackSovereign AIAI Compute Localization
百度Baidu
9888
Price
87.20
Change
-0.17%
AI cloud and foundation model platform
fallbackSovereign AIAI Compute Localization
腾讯Tencent
0700
Price
419.00
Change
-1.64%
Cloud, model, and application platform
fallbackSovereign AIAI Compute Localization
金山云Kingsoft Cloud
3896
Price
5.14
Change
+5.44%
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
38.48
Change
+0.37%
Domestic AI application and model platform
fallbackChina Domestic SubstitutionSovereign AI
金山办公Kingsoft Office
688111
Price
223.61
Change
+0.25%
Office AI software
fallbackChina Domestic Substitution
用友网络Yonyou
600588
Price
9.46
Change
+1.18%
Enterprise software and AI workflows
fallbackChina Domestic Substitution
金蝶国际Kingdee
0268
Price
7.55
Change
+3.99%
Enterprise SaaS and AI workflows
fallbackChina Domestic Substitution
商汤SenseTime
0020
Price
1.27
Change
+5.81%
Computer vision and foundation model platform
fallbackSovereign AI
美图Meitu
1357
Price
4.04
Change
+5.77%
Consumer imaging and AI applications
fallbackChina Domestic Substitution