update pay ui
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public/htmls/华为鸿蒙.html
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<!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：华为鸿蒙 (HarmonyOS)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Exo+2:ital,wght@0,100..900;1,100..900&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000010;
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color: #E0E0E0;
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overflow-x: hidden;
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}
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.header-title {
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font-family: 'Exo 2', sans-serif;
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text-shadow: 0 0 5px #00d9ff, 0 0 10px #00d9ff, 0 0 20px #00d9ff, 0 0 40px #4d00ff, 0 0 80px #4d00ff;
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}
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.glass-card {
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background: rgba(20, 20, 45, 0.6);
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backdrop-filter: blur(12px);
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-webkit-backdrop-filter: blur(12px);
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border: 1px solid rgba(0, 217, 255, 0.2);
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border-radius: 1.5rem;
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box-shadow: 0 8px 32px 0 rgba(0, 217, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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border-color: rgba(0, 217, 255, 0.5);
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box-shadow: 0 0 40px 0 rgba(0, 217, 255, 0.25);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.section-title {
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font-family: 'Exo 2', sans-serif;
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font-weight: 600;
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color: #ffffff;
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position: relative;
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padding-bottom: 0.5rem;
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margin-bottom: 1rem;
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text-shadow: 0 0 8px rgba(0, 217, 255, 0.7);
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}
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content: '';
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position: absolute;
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bottom: 0;
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left: 0;
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border-radius: 2px;
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box-shadow: 0 0 8px #00d9ff;
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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border-left: 2px solid rgba(0, 217, 255, 0.3);
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||||
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.timeline-item {
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||||
position: relative;
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margin-bottom: 2rem;
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||||
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||||
.timeline-item::before {
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||||
content: '';
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position: absolute;
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height: 1rem;
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||||
background-color: #00d9ff;
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border: 3px solid #000010;
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||||
box-shadow: 0 0 10px #00d9ff;
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}
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||||
|
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.chip {
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||||
background-color: rgba(0, 217, 255, 0.1);
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border: 1px solid rgba(0, 217, 255, 0.3);
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color: #00d9ff;
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}
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.table thead th {
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background-color: rgba(0, 217, 255, 0.1);
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border-bottom: 1px solid rgba(0, 217, 255, 0.3);
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color: white;
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font-weight: 600;
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}
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.table tbody tr:hover {
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background-color: rgba(77, 0, 255, 0.15);
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}
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.text-glow {
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text-shadow: 0 0 5px rgba(255, 255, 255, 0.7);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="relative min-h-screen w-full overflow-hidden">
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<!-- Background Glows -->
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<div class="absolute top-[-10%] left-[-10%] w-96 h-96 bg-cyan-500/30 rounded-full filter blur-3xl opacity-30 animate-pulse"></div>
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<div class="absolute bottom-[-10%] right-[-10%] w-96 h-96 bg-fuchsia-500/30 rounded-full filter blur-3xl opacity-30 animate-pulse delay-2000"></div>
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<div class="relative container mx-auto px-4 py-8 md:py-16 z-10">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-5xl md:text-7xl font-bold header-title">华为鸿蒙 | HarmonyOS</h1>
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<p class="mt-4 text-xl md:text-2xl text-gray-300">深度行研报告</p>
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<div class="mt-4 text-xs text-gray-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Main Content -->
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<main class="space-y-12">
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<!-- Insight Section 1: Core Summary & Timeline -->
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<section class="grid grid-cols-1 lg:grid-cols-3 gap-8">
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<div class="lg:col-span-2 glass-card p-6 md:p-8">
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<h2 class="section-title text-2xl">核心观点摘要</h2>
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<p class="text-gray-300 leading-relaxed">
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华为鸿蒙已成功跨越“生死线”，从一个备受争议的概念演变为一个拥有坚实硬件基础和快速扩张应用生态的独立操作系统。其核心驱动力正从“国产替代”的宏大叙事，转向由 <strong class="text-cyan-400">“AI+全场景”</strong> 技术优势和华为终端强势回归带来的产业落地逻辑。当前，鸿蒙正处于从“可用”到“好用”的 <strong class="text-fuchsia-400">生态攻坚关键期</strong>，其未来潜力取决于能否在PC、汽车等新领域成功复制移动端的突破，并构建起能够自我造血的开发者生态。
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</p>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h2 class="section-title text-2xl">概念事件</h2>
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<p class="text-sm text-gray-400 leading-relaxed">
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核心催化剂是 <strong class="text-cyan-300">HarmonyOS NEXT (纯血鸿蒙)</strong> 的推出，标志着鸿蒙系统迈入 <strong class="text-fuchsia-400">全栈自研、代码100%自主</strong> 的独立生态时代。这不仅是技术里程碑，更承载了中国基础软件领域“科技自立”的国家战略意义。
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</p>
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</div>
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</section>
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-title text-2xl">关键时间轴</h2>
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<div class="timeline mt-6">
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<div class="timeline-item">
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<h3 class="font-bold text-cyan-300">2024年1月18日</h3>
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<p class="text-sm text-gray-400">启动“鸿蒙开发者先锋计划”，原生应用生态建设全面加速。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-cyan-300">2024年9月底</h3>
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<p class="text-sm text-gray-400">“纯血”鸿蒙系统HarmonyOS NEXT正式版推出。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-cyan-300">2024年10月22日</h3>
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<p class="text-sm text-gray-400">“原生鸿蒙之夜”举行，正式发布鸿蒙OS 5.0，生态应用上架超1.5万个。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-cyan-300">2025年5月19日</h3>
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<p class="text-sm text-gray-400">华为推出鸿蒙电脑（HUAWEI MateBook Pro），生态版图扩展至PC端。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-cyan-300">2025年10月22日</h3>
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<p class="text-sm text-gray-400">发布鸿蒙星河互联架构，公布鸿蒙6升级机型，进一步强化万物互联能力。</p>
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</div>
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</div>
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</section>
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<!-- Insight Section 2: Core Logic & Market Perception -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-title text-2xl">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mt-6">
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<!-- Core Drivers -->
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<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
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<h3 class="font-semibold text-lg text-glow">核心驱动力</h3>
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<ul class="mt-2 space-y-2 text-sm text-gray-300">
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<li><strong>政策驱动:</strong> 国家战略与自主可控</li>
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<li><strong>技术驱动:</strong> 微内核与分布式架构</li>
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<li><strong>商业驱动:</strong> 华为终端强势回归</li>
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<li><strong>未来驱动:</strong> AI与OS深度融合</li>
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</ul>
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</div>
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<!-- Market Heat -->
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<div class="bg-black/20 p-4 rounded-2xl border border-white/10">
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<h3 class="font-semibold text-lg text-glow">市场热度与情绪</h3>
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<p class="mt-2 text-sm text-gray-300">市场保持极高热度，情绪整体乐观且充满期待。新闻密集发布、研报深度覆盖、路演交流活跃，均反映资本市场高度关注。</p>
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</div>
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<!-- Expectation Gap -->
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<div class="md:col-span-2 lg:col-span-2 bg-black/20 p-4 rounded-2xl border border-white/10">
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<h3 class="font-semibold text-lg text-glow">预期差分析</h3>
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<ul class="mt-2 space-y-2 text-sm text-gray-300 list-disc list-inside">
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<li><strong class="text-cyan-400">HarmonyOS vs. OpenHarmony:</strong> 市场倾向混为一谈，实则前者面向C端商业版，后者面向B端行业开源版，投资逻辑迥异。</li>
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<li><strong class="text-cyan-400">应用适配图景:</strong> 头部厂商自行主导迁移，服务商核心机会在于腰部及中小应用，市场并非“雨露均沾”。</li>
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<li><strong class="text-cyan-400">信创落地节奏:</strong> 暂未进入信创名录，需规模化商用后纳入，短期推广更依赖产品力，业绩兑现节奏或慢于最乐观预期。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- ECharts Visualization -->
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||||
<section class="glass-card p-6 md:p-8">
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||||
<h2 class="section-title text-2xl">鸿蒙生态发展里程碑</h2>
|
||||
<div id="ecology-chart" class="w-full h-96"></div>
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||||
</section>
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||||
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||||
<!-- Insight Section 3: Catalysts & Path Forward -->
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||||
<section class="grid grid-cols-1 md:grid-cols-2 gap-8">
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||||
<div class="glass-card p-6 md:p-8">
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||||
<h2 class="section-title text-2xl">近期催化剂 (3-6个月)</h2>
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||||
<ul class="space-y-3 mt-4 text-gray-300">
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||||
<li><strong>🚀 应用数量突破:</strong> 关注原生应用突破5万乃至10万大关的关键信号。</li>
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||||
<li><strong>💻 PC市场反馈:</strong> 鸿蒙PC的销量、口碑及关键软件适配进展。</li>
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||||
<li><strong>📱 国民级应用:</strong> 微信、QQ等应用完整功能上线，消除用户迁移顾虑。</li>
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||||
<li><strong>✨ 鸿蒙6.0发布:</strong> 新版本在AI与跨端协同上的重大技术突破。</li>
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||||
</ul>
|
||||
</div>
|
||||
<div class="glass-card p-6 md:p-8">
|
||||
<h2 class="section-title text-2xl">长期发展路径</h2>
|
||||
<ul class="space-y-3 mt-4 text-gray-300">
|
||||
<li><strong>1️⃣ 阶段一 (24-25):</strong> 生态构建与移动端巩固，市场份额稳定在20%以上。</li>
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||||
<li><strong>2️⃣ 阶段二 (25-27):</strong> 多终端扩张，在PC、汽车、行业应用形成标杆案例。</li>
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||||
<li><strong>3️⃣ 阶段三 (28-30):</strong> 全球化与AI引领，系统级AI Agent成为核心交互方式。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Insight Section 4: Industry Chain -->
|
||||
<section class="glass-card p-6 md:p-8">
|
||||
<h2 class="section-title text-2xl">产业链深度剖析</h2>
|
||||
<div class="mt-6 grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-black/20 p-4 rounded-xl border border-white/10">
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||||
<h4 class="font-bold text-cyan-300">上游：基础软硬件</h4>
|
||||
<p class="text-sm text-gray-400 mt-2">芯片/模组 (芯海科技), 固件 (卓易信息), 字体 (汉仪股份)</p>
|
||||
</div>
|
||||
<div class="bg-black/20 p-4 rounded-xl border border-white/10">
|
||||
<h4 class="font-bold text-cyan-300">中游：系统/应用开发与服务</h4>
|
||||
<p class="text-sm text-gray-400 mt-2">系统开发 (润和/软通/中软), 应用迁移 (中软/软通), 行业方案 (润和/九联)</p>
|
||||
</div>
|
||||
<div class="bg-black/20 p-4 rounded-xl border border-white/10">
|
||||
<h4 class="font-bold text-cyan-300">下游：终端产品与应用</h4>
|
||||
<p class="text-sm text-gray-400 mt-2">硬件终端 (华为/赛力斯), 应用软件 (万兴/金山), 生态服务 (传智教育)</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-8">
|
||||
<h3 class="text-xl font-semibold text-glow mb-4">核心玩家对比</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
<div class="bg-fuchsia-900/20 p-4 rounded-xl border border-fuchsia-500/30">
|
||||
<h5 class="font-bold">软通动力</h5>
|
||||
<p class="text-sm text-fuchsia-200 mt-1">【领导者/全能型选手】华为第一大技术服务商，覆盖鸿蒙全栈，逻辑纯粹度极高。</p>
|
||||
</div>
|
||||
<div class="bg-fuchsia-900/20 p-4 rounded-xl border border-fuchsia-500/30">
|
||||
<h5 class="font-bold">润和软件</h5>
|
||||
<p class="text-sm text-fuchsia-200 mt-1">【技术先锋/OpenHarmony龙头】代码贡献领先，聚焦B端行业发行版，形成差异化。</p>
|
||||
</div>
|
||||
<div class="bg-fuchsia-900/20 p-4 rounded-xl border border-fuchsia-500/30">
|
||||
<h5 class="font-bold">中国软件国际</h5>
|
||||
<p class="text-sm text-fuchsia-200 mt-1">【应用迁移主力军】占据头部应用迁移主要份额，受益于“千帆会战”。</p>
|
||||
</div>
|
||||
<div class="bg-fuchsia-900/20 p-4 rounded-xl border border-fuchsia-500/30">
|
||||
<h5 class="font-bold">诚迈科技</h5>
|
||||
<p class="text-sm text-fuchsia-200 mt-1">【系统开发专家】深度参与鸿蒙系统底层开发，与华为合作历史悠久。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Insight Section 5: Risks -->
|
||||
<section class="glass-card p-6 md:p-8">
|
||||
<h2 class="section-title text-2xl">潜在风险与挑战</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mt-6">
|
||||
<div class="text-center">
|
||||
<div class="text-4xl">💻</div>
|
||||
<h4 class="font-semibold mt-2">技术风险</h4>
|
||||
<p class="text-xs text-gray-400 mt-1">PC端应用兼容性瓶颈，AI能力落地效果待检验。</p>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="text-4xl">💰</div>
|
||||
<h4 class="font-semibold mt-2">商业化风险</h4>
|
||||
<p class="text-xs text-gray-400 mt-1">应用生态激励需持续，OpenHarmony商业模式待清晰。</p>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="text-4xl">🌍</div>
|
||||
<h4 class="font-semibold mt-2">政策与竞争风险</h4>
|
||||
<p class="text-xs text-gray-400 mt-1">国际环境不确定性，竞争对手（苹果/安卓）持续反击。</p>
|
||||
</div>
|
||||
<div class="text-center">
|
||||
<div class="text-4xl">❓</div>
|
||||
<h4 class="font-semibold mt-2">信息交叉验证风险</h4>
|
||||
<p class="text-xs text-gray-400 mt-1">版本号称谓不一，市场规模估算存在差异。</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Insight Section 6: Conclusion -->
|
||||
<section class="glass-card p-6 md:p-8">
|
||||
<h2 class="section-title text-2xl">综合结论与投资启示</h2>
|
||||
<p class="text-gray-300 leading-relaxed mt-4">
|
||||
华为鸿蒙已度过最危险的“从0到1”阶段，目前正处在由 <strong class="text-cyan-400">产业逻辑和基本面驱动的“从1到N”的生态扩张期</strong>。主题炒作成分减弱，市场焦点转向生态进展的数据验证和相关公司业绩的兑现。它不仅是一个操作系统，更是承载中国科技突围和AI落地的重要平台。
|
||||
</p>
|
||||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-glow">最具投资价值的细分环节</h4>
|
||||
<ul class="mt-2 space-y-2 list-disc list-inside text-gray-300">
|
||||
<li><strong class="text-white">核心软件服务商 (确定性最高):</strong> 如软通动力、中软国际、润和软件。</li>
|
||||
<li><strong class="text-white">行业解决方案提供商 (弹性最大):</strong> OpenHarmony在金融、电力等领域的深度布局者。</li>
|
||||
<li><strong class="text-white">鸿蒙原生硬件制造商 (需甄别):</strong> 与华为深度绑定且自身产品具竞争力的公司。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-lg text-glow">需重点跟踪的关键指标</h4>
|
||||
<ul class="mt-2 space-y-2 list-disc list-inside text-gray-300">
|
||||
<li><strong>生态数据:</strong> 原生应用月/季度增长数量。</li>
|
||||
<li><strong>硬件出货量:</strong> 搭载原生鸿蒙的手机/PC季度出货量。</li>
|
||||
<li><strong>核心公司财报:</strong> “鸿蒙相关业务”收入、订单金额。</li>
|
||||
<li><strong>行业渗透率:</strong> OpenHarmony项目落地数量和合同金额。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stock Data Tables -->
|
||||
<section class="glass-card p-6 md:p-8">
|
||||
<h2 class="section-title text-2xl">核心标的股票列表</h2>
|
||||
<div x-data="{ activeTab: 'system' }" class="mt-6">
|
||||
<div class="tabs tabs-boxed bg-black/30">
|
||||
<a class="tab" :class="{'tab-active': activeTab === 'system'}" @click="activeTab = 'system'">系统开发与服务</a>
|
||||
<a class="tab" :class="{'tab-active': activeTab === 'cooperation'}" @click="activeTab = 'cooperation'">生态合作</a>
|
||||
<a class="tab" :class="{'tab-active': activeTab === 'support'}" @click="activeTab = 'support'">配套与培训</a>
|
||||
<a class="tab" :class="{'tab-active': activeTab === 'rise'}" @click="activeTab = 'rise'">涨幅异动分析</a>
|
||||
</div>
|
||||
|
||||
<div x-show="activeTab === 'system'" class="overflow-x-auto mt-4">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>公司名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>软通动力</td><td><a href='https://valuefrontier.cn/company?scode=301236' target='_blank' class='link link-hover text-cyan-400'>301236</a></td><td>代码开发 / 商业开发 / PC / 培训</td><td>系统开发, 生态合作</td></tr>
|
||||
<tr><td>润和软件</td><td><a href='https://valuefrontier.cn/company?scode=300339' target='_blank' class='link link-hover text-cyan-400'>300339</a></td><td>代码开发 / 商业开发</td><td>系统开发</td></tr>
|
||||
<tr><td>诚迈科技</td><td><a href='https://valuefrontier.cn/company?scode=300598' target='_blank' class='link link-hover text-cyan-400'>300598</a></td><td>商业开发</td><td>系统开发</td></tr>
|
||||
<tr><td>中科创达</td><td><a href='https://valuefrontier.cn/company?scode=300496' target='_blank' class='link link-hover text-cyan-400'>300496</a></td><td>商业开发</td><td>系统开发</td></tr>
|
||||
<tr><td>拓维信息</td><td><a href='https://valuefrontier.cn/company?scode=002261' target='_blank' class='link link-hover text-cyan-400'>002261</a></td><td>代码开发 / 培训</td><td>系统开发, 生态合作</td></tr>
|
||||
<tr><td>常山北明</td><td><a href='https://valuefrontier.cn/company?scode=000158' target='_blank' class='link link-hover text-cyan-400'>000158</a></td><td>商业开发</td><td>系统开发, 鸿蒙生态</td></tr>
|
||||
<tr><td>九联科技</td><td><a href='https://valuefrontier.cn/company?scode=688609' target='_blank' class='link link-hover text-cyan-400'>688609</a></td><td>代码开发</td><td>系统开发, 鸿蒙生态</td></tr>
|
||||
<tr><td>汇顶科技</td><td><a href='https://valuefrontier.cn/company?scode=603160' target='_blank' class='link link-hover text-cyan-400'>603160</a></td><td>代码开发</td><td>系统开发</td></tr>
|
||||
<tr><td>恒玄科技</td><td><a href='https://valuefrontier.cn/company?scode=688608' target='_blank' class='link link-hover text-cyan-400'>688608</a></td><td>代码开发</td><td>系统开发</td></tr>
|
||||
<tr><td>证通电子</td><td>-</td><td>商业开发</td><td>系统开发</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div x-show="activeTab === 'cooperation'" class="overflow-x-auto mt-4">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>领域</th>
|
||||
<th>公司名称</th>
|
||||
<th>股票代码</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>纯血鸿蒙应用</td><td>福昕软件</td><td><a href='https://valuefrontier.cn/company?scode=688095' target='_blank' class='link link-hover text-cyan-400'>688095</a></td></tr>
|
||||
<tr><td>纯血鸿蒙应用</td><td>科蓝软件</td><td><a href='https://valuefrontier.cn/company?scode=300663' target='_blank' class='link link-hover text-cyan-400'>300663</a></td></tr>
|
||||
<tr><td>电脑(PC)</td><td>智微智能</td><td><a href='https://valuefrontier.cn/company?scode=001339' target='_blank' class='link link-hover text-cyan-400'>001339</a></td></tr>
|
||||
<tr><td>电脑(PC)</td><td>芯海科技</td><td><a href='https://valuefrontier.cn/company?scode=688595' target='_blank' class='link link-hover text-cyan-400'>688595</a></td></tr>
|
||||
<tr><td>华为汽车</td><td>赛力斯</td><td><a href='https://valuefrontier.cn/company?scode=601127' target='_blank' class='link link-hover text-cyan-400'>601127</a></td></tr>
|
||||
<tr><td>华为汽车</td><td>长安汽车</td><td><a href='https://valuefrontier.cn/company?scode=000625' target='_blank' class='link link-hover text-cyan-400'>000625</a></td></tr>
|
||||
<tr><td>智能驾驶</td><td>光庭信息</td><td><a href='https://valuefrontier.cn/company?scode=301221' target='_blank' class='link link-hover text-cyan-400'>301221</a></td></tr>
|
||||
<tr><td>智能驾驶</td><td>金溢科技</td><td><a href='https://valuefrontier.cn/company?scode=002869' target='_blank' class='link link-hover text-cyan-400'>002869</a></td></tr>
|
||||
<tr><td>金融/数字货币</td><td>长亮科技</td><td><a href='https://valuefrontier.cn/company?scode=300348' target='_blank' class='link link-hover text-cyan-400'>300348</a></td></tr>
|
||||
<tr><td>金融/数字货币</td><td>创识科技</td><td><a href='https://valuefrontier.cn/company?scode=300941' target='_blank' class='link link-hover text-cyan-400'>300941</a></td></tr>
|
||||
<tr><td>软件</td><td>万兴科技</td><td><a href='https://valuefrontier.cn/company?scode=300624' target='_blank' class='link link-hover text-cyan-400'>300624</a></td></tr>
|
||||
<tr><td>软件</td><td>超图软件</td><td><a href='https://valuefrontier.cn/company?scode=300036' target='_blank' class='link link-hover text-cyan-400'>300036</a></td></tr>
|
||||
<tr><td>医疗</td><td>亚华电子</td><td><a href='https://valuefrontier.cn/company?scode=301337' target='_blank' class='link link-hover text-cyan-400'>301337</a></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div x-show="activeTab === 'support'" class="overflow-x-auto mt-4">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>公司名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>东方中科</td><td><a href='https://valuefrontier.cn/company?scode=002819' target='_blank' class='link link-hover text-cyan-400'>002819</a></td><td>组件配套</td></tr>
|
||||
<tr><td>卓易信息</td><td><a href='https://valuefrontier.cn/company?scode=688258' target='_blank' class='link link-hover text-cyan-400'>688258</a></td><td>固件配套</td></tr>
|
||||
<tr><td>汉仪股份</td><td><a href='https://valuefrontier.cn/company?scode=301270' target='_blank' class='link link-hover text-cyan-400'>301270</a></td><td>字体配套</td></tr>
|
||||
<tr><td>海量数据</td><td><a href='https://valuefrontier.cn/company?scode=603138' target='_blank' class='link link-hover text-cyan-400'>603138</a></td><td>数据库配套</td></tr>
|
||||
<tr><td>传智教育</td><td>-</td><td>系统培训</td></tr>
|
||||
<tr><td>博通股份</td><td><a href='https://valuefrontier.cn/company?scode=600455' target='_blank' class='link link-hover text-cyan-400'>600455</a></td><td>系统培训</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div x-show="activeTab === 'rise'" class="space-y-4 mt-4">
|
||||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||||
致远互联 (688369) - 涨幅分析
|
||||
</div>
|
||||
<div class="collapse-content" x-show="open">
|
||||
<p class="text-sm text-gray-300"><strong>核心驱动:</strong> 与华为生态的潜在联动（协同AI新生态）、AI产业发展机遇。<br><strong>市场关注:</strong> 市场预期公司有机会融入华为生态系统，成为其生态合作伙伴之一。同时，公司作为协同管理软件和AI解决方案提供商，被认为将受益于人工智能技术在数字政府、智慧企业等领域的深入应用。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||||
哈尔斯 (002615) - 涨幅分析
|
||||
</div>
|
||||
<div class="collapse-content" x-show="open">
|
||||
<p class="text-sm text-gray-300"><strong>核心驱动:</strong> 华为鸿蒙 + IP经济 + 婴童概念多重驱动。<br><strong>市场关注:</strong> 公司作为智能水杯生产商，产品已实现与华为设备互联互通，有望深度接入鸿蒙生态。叠加代工业务（如Stanley订单）增长和自主品牌扩张，基本面形成支撑。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||||
路畅科技 (002813) - 涨幅分析
|
||||
</div>
|
||||
<div class="collapse-content" x-show="open">
|
||||
<p class="text-sm text-gray-300"><strong>核心驱动:</strong> 政策-订单-题材三重共振。<br><strong>市场关注:</strong> 联合华为开发鸿蒙座舱4.0车路协同网关，形成华为生态背书。同时受益于“车路云”试点政策，并公告获得比亚迪大额定点订单，多重利好叠加。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
</div>
|
||||
</div>
|
||||
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||||
],
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '应用数 (万个)',
|
||||
position: 'left',
|
||||
axisLine: { show: true, lineStyle: { color: '#00d9ff' } },
|
||||
axisLabel: { formatter: '{value}' },
|
||||
splitLine: { lineStyle: { type: 'dashed', color: 'rgba(255,255,255,0.1)' } }
|
||||
},
|
||||
{
|
||||
type: 'value',
|
||||
name: '设备数 (千万台)',
|
||||
position: 'right',
|
||||
axisLine: { show: true, lineStyle: { color: '#be32ff' } },
|
||||
axisLabel: { formatter: '{value}' },
|
||||
splitLine: { show: false }
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '原生应用数 (万个)',
|
||||
type: 'line',
|
||||
stack: 'Total',
|
||||
smooth: true,
|
||||
lineStyle: {
|
||||
width: 2,
|
||||
color: '#00d9ff'
|
||||
},
|
||||
showSymbol: false,
|
||||
areaStyle: {
|
||||
opacity: 0.8,
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{ offset: 0, color: 'rgba(0, 217, 255, 0.5)' },
|
||||
{ offset: 1, color: 'rgba(0, 217, 255, 0)' }
|
||||
])
|
||||
},
|
||||
emphasis: {
|
||||
focus: 'series'
|
||||
},
|
||||
data: [1.5, 2, null, null, 10]
|
||||
},
|
||||
{
|
||||
name: '鸿蒙5设备数 (千万台)',
|
||||
type: 'line',
|
||||
yAxisIndex: 1,
|
||||
smooth: true,
|
||||
lineStyle: {
|
||||
width: 2,
|
||||
color: '#be32ff'
|
||||
},
|
||||
showSymbol: false,
|
||||
areaStyle: {
|
||||
opacity: 0.8,
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{ offset: 0, color: 'rgba(190, 50, 255, 0.5)' },
|
||||
{ offset: 1, color: 'rgba(190, 50, 255, 0)' }
|
||||
])
|
||||
},
|
||||
emphasis: {
|
||||
focus: 'series'
|
||||
},
|
||||
data: [null, null, null, 1.7, null]
|
||||
}
|
||||
]
|
||||
};
|
||||
|
||||
option && myChart.setOption(option);
|
||||
window.addEventListener('resize', myChart.resize);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user