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public/htmls/显影液及硅基OLED.html
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public/htmls/显影液及硅基OLED.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>显影液及硅基OLED 深度研究报告</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=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;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: #0a0a1a;
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background-image:
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radial-gradient(circle at 15% 15%, rgba(100, 120, 255, 0.15) 0%, transparent 40%),
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radial-gradient(circle at 85% 75%, rgba(255, 100, 200, 0.15) 0%, transparent 40%);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.font-orbitron {
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font-family: 'Orbitron', sans-serif;
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}
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.glass {
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background: rgba(20, 20, 40, 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(255, 255, 255, 0.1);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(0, 191, 255, 0.8), 0 0 16px rgba(0, 191, 255, 0.5);
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}
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.section-title {
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font-size: 2rem;
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font-weight: 700;
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padding-bottom: 1rem;
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border-bottom: 2px solid;
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border-image: linear-gradient(to right, #00BFFF, #8A2BE2) 1;
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margin-bottom: 2rem;
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letter-spacing: 0.1em;
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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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.table-container table {
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width: 100%;
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}
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.details-summary-hover:hover {
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background-color: rgba(255, 255, 255, 0.05);
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-orbitron font-bold glow-text mb-4">显影液及硅基OLED</h1>
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<h2 class="text-2xl md:text-3xl font-orbitron text-cyan-300">深度研究报告</h2>
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<p class="text-xs text-gray-500 mt-4 max-w-2xl mx-auto">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现。本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
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</header>
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<main class="space-y-12">
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<!-- Insight Section -->
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<section class="card glass shadow-2xl">
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<div class="card-body">
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<h2 class="card-title text-2xl font-bold font-orbitron text-accent">综合研判 (Insight)</h2>
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<p class="text-gray-400 mb-6">基于多源数据，对“显影液及硅基OLED”概念进行深度、多维度的综合分析。</p>
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<div class="space-y-6">
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<div class="p-4 border border-info/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-info">0. 概念核心事件</h3>
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<p>这是一个复合概念，背后由两条逻辑主线交织而成：一是基于半导体国产替代浪潮的<b>关键材料突破（显影液）</b>，二是由下一代消费电子（AR/VR）引爆的<b>颠覆性显示技术商业化（硅基OLED）</b>。</p>
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<div class="mt-4 pl-4 border-l-2 border-info/50">
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<p><b>长期背景 (显影液):</b> 高端显影液长期被外资垄断，“自主可控”战略提供历史性机遇。</p>
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<p><b>长期背景 (硅基OLED):</b> 元宇宙、AI兴起，对近眼显示设备需求迫切，硅基OLED被视为最佳技术路径。</p>
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<p><b>2024年 (显影液关键进展):</b> 格林达国家级项目通过验收，具备向28nm及以下制程供应能力，打开20亿元国产替代市场空间。</p>
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<p><b>2024-2025年 (硅基OLED商业化加速):</b> 小米AI眼镜采用，奕瑞科技公告投资18亿元建设背板项目，上海市政府政策支持，产业从概念走向大规模量产。</p>
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</div>
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</div>
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<div class="p-4 border border-success/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-success">1. 核心观点摘要</h3>
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<p>该复合概念正处于两大逻辑的共振引爆点：<b>硅基OLED</b>正从导入期迈向成长期，由AI硬件爆发式需求驱动，进入基本面驱动阶段；而<b>显影液</b>则处于价值重估的关键时期，核心逻辑是从成熟的面板市场向高壁垒的半导体市场进行“国产替代”的二次成长。两者均受益于显示与半导体产业的深度融合与自主可控趋势。</p>
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</div>
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<div class="p-4 border border-warning/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-warning">2. 核心逻辑与市场认知分析</h3>
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<details class="collapse collapse-arrow bg-base-200/30">
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<summary class="collapse-title text-lg font-medium">核心驱动力</summary>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-2">
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<li><b>硅基OLED：应用场景的范式革命。</b> 根本驱动力是下游杀手级应用的出现（如Apple Vision Pro, 小米AI眼镜）。其高PPI、微秒级响应、低功耗成为无可替代的技术方案。奕瑞科技18亿元的投资和上海市政府的政策支持，是对这一技术路径的产业和政府双重确认。</li>
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<li><b>显影液：自主可控下的“卡脖子”环节突破。</b> 核心驱动力是半导体产业链的国产化替代。国内8/12英寸晶圆厂高端显影液基本被外资垄断。格林达的国家级项目验收意味着在这一关键材料上实现了“0到1”的突破。</li>
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</ul>
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</div>
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</details>
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<div class="divider"></div>
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<details class="collapse collapse-arrow bg-base-200/30">
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<summary class="collapse-title text-lg font-medium">预期差分析</summary>
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<div class="collapse-content">
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<p class="font-bold text-lg">硅基OLED存在显著预期差：</p>
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<ul class="list-decimal pl-5 space-y-2 mt-2">
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<li><b>竞争格局预期差：</b>市场普遍认知索尼“一家独大”，但路演信息修正了此观点，指出LG、京东方、华星光电等正快速追赶，国内厂商潜力可能被低估。</li>
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<li><b>成本与投资预期差：</b>市场对Vision Pro双屏700美元成本印象深刻，但路演指出实际BOM成本约300-350美元，且成本下降路径明确。同时，市场可能低估了建厂资本开支（或超500亿元），设备和材料厂商订单潜力更大。</li>
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<li><b>技术路线预期差：</b>苹果采用RGB子像素方案，而国内部分厂商采用白光+滤色片方案，技术路径存在差异，需审慎评估。</li>
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</ul>
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<p class="font-bold text-lg mt-4">显影液的预期差：</p>
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<ul class="list-decimal pl-5 space-y-2 mt-2">
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<li><b>业务结构预期差：</b>市场可能仍将格林达视为面板化学品公司，其真正的预期差在于半导体业务的估值弹性。路演数据显示，若半导体业务获得50%份额，市值有望从40亿增至100亿，存在“戴维斯双击”潜力。</li>
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</ul>
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</div>
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</details>
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</div>
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<div class="p-4 border border-secondary/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-secondary">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-4">
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<div>
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<h4 class="font-semibold text-lg">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc pl-5 space-y-1 text-sm mt-2">
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<li><b>硅基OLED:</b> 更多AI眼镜/MR设备发布；京东方/华星/奕瑞等产线量产或获关键订单；下游产品定价显著下调。</li>
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<li><b>显影液:</b> 格林达发布与主流晶圆厂的批量供货合同公告；国家出台半导体材料国产化采购具体政策。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg">长期发展路径</h4>
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<ul class="list-disc pl-5 space-y-1 text-sm mt-2">
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<li><b>硅基OLED:</b> “高端渗透 → 成本下降 → 应用普及”路径。</li>
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<li><b>显影液:</b> “面板龙头 → 半导体突破 → 平台化扩张”路径。</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="p-4 border border-primary/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-primary">4. 产业链与核心公司深度剖析</h3>
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<details class="collapse collapse-arrow bg-base-200/30">
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<summary class="collapse-title text-lg font-medium">核心玩家对比</summary>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-3">
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<li><b>硅基OLED面板:</b> 领导者<b>视涯科技</b>(未上市，影子股精测电子/激智科技)；追赶者<b>京东方A</b>(潜力巨大，进度或被低估)；差异化玩家<b>清越科技</b>(技术路线不同，存风险)。</li>
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<li><b>显影液:</b> 绝对领导者<b>格林达</b>(逻辑最纯粹，半导体业务弹性最大)；生态链玩家<b>晶瑞电材/容大感光</b>(业务更广，纯度不高)。</li>
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<li><b>设备:</b> 逻辑更优，无论谁胜出都需要采购设备。<b>易天股份</b>(贴合)、<b>奥来德</b>(蒸镀)、<b>精测电子</b>(检测)逻辑扎实。</li>
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</ul>
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</div>
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</details>
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<div class="divider"></div>
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<details class="collapse collapse-arrow bg-base-200/30">
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<summary class="collapse-title text-lg font-medium">验证与证伪</summary>
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<div class="collapse-content">
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<ul class="list-disc pl-5 space-y-2">
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<li><span class="badge badge-success badge-outline">验证</span> 奕瑞科技18亿投资，强力验证了视涯科技核心地位及产业高景气度。</li>
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<li><span class="badge badge-warning badge-outline">修正</span> 路演数据有效修正了市场对索尼垄断地位、市场规模的简化认知，表明竞争激烈程度和投资门槛远超预期。</li>
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<li><span class="badge badge-info badge-outline">待验证</span> 显影液逻辑（格林达）仍需等待其拿下主流12英寸晶圆厂的大规模、持续性订单来最终兑现。</li>
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</ul>
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</div>
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</details>
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</div>
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<div class="p-4 border border-error/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-error">5. 潜在风险与挑战</h3>
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<ul class="list-disc pl-5 space-y-2">
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<li><b>技术风险:</b> 硅基OLED亮度和寿命仍是短板；Micro LED是长期潜在颠覆性威胁。</li>
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<li><b>商业化风险:</b> 成本过高是当前最大瓶颈；杀手级应用若销量不及预期，可能导致赛道降温。</li>
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<li><b>竞争风险:</b> 韩国及国内巨头入局将导致价格战；显影液国产替代进入门槛高、过程漫长。</li>
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<li><b>信息交叉验证风险:</b> 路演数据与部分研报在市场格局、成本上存在矛盾，投资者需警惕过时数据，动态跟踪。</li>
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</ul>
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</div>
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<div class="p-4 border border-accent/20 rounded-xl">
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<h3 class="text-xl font-bold mb-2 text-accent">6. 综合结论与投资启示</h3>
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<ul class="list-disc pl-5 space-y-3">
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<li><b>综合结论:</b> <b>硅基OLED</b>已进入由资本开支和下游需求驱动的基本面早期阶段。<b>显影液</b>正处于从基本面驱动向量价齐升的主题炒作过渡的临界点。</li>
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<li><b>最具投资价值环节:</b>
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<ol class="list-decimal pl-5 mt-1">
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<li><b>硅基OLED设备:</b> 业绩确定性最高。关注奥来德(蒸镀)、易天股份(贴合)、精测电子(检测)。</li>
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<li><b>显影液龙头:</b> 格林达是细分领域逻辑最纯粹、弹性最大的标的。</li>
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</ol>
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</li>
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<li><b>需重点跟踪的关键指标:</b>
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<ul class="list-inside list-disc text-sm mt-1">
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<li><b>硅基OLED:</b> 下游产品出货量、中游厂商良率、上游设备新增订单。</li>
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<li><b>显影液:</b> 格林达半导体业务的收入占比和毛利率。</li>
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</ul>
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</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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</section>
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<!-- ECharts Visualizations -->
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<section class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="card glass shadow-xl">
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||||
<div class="card-body">
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<h3 class="card-title text-accent">近眼显示技术对比</h3>
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||||
<div id="tech-radar-chart" style="width: 100%; height: 400px;"></div>
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||||
</div>
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||||
</div>
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||||
<div class="card glass shadow-xl">
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||||
<div class="card-body">
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||||
<h3 class="card-title text-accent">XR硅基OLED市场预测</h3>
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||||
<div id="market-growth-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section>
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<h2 class="section-title font-orbitron">多源数据支撑</h2>
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<div class="space-y-4">
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<details class="collapse collapse-plus glass">
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<summary class="collapse-title text-xl font-medium details-summary-hover">新闻数据摘要</summary>
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<div class="collapse-content">
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||||
<ul class="list-disc pl-5 space-y-2">
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<li><b>公司投资与产能建设：</b>奕瑞科技拟投资不超过18亿元建设硅基OLED微显示背板生产项目，新增产能5,000张/月，并与视涯科技及特定客户深度合作。安靠智电控股子公司签订2846万元设备采购合同，用于超高清硅基OLED微型显示器项目。</li>
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||||
<li><b>政策支持：</b>上海市发布行动方案，明确支持超高分辨率全彩硅基OLED微显示器的研发和量产，以面向元宇宙VR/MR等近眼显示。</li>
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||||
<li><b>市场应用：</b>小米AI眼镜采用硅基OLED，拆机显示屏幕成本占比高达53%。硅基OLED凭借高分辨率、快响应、低功耗等优势，成为AI眼镜的关键要素。</li>
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||||
<li><b>产业链上游：</b>有掩膜版生产商已实现硅基OLED等产品的量产。英诺激光在开拓用于硅基半导体的激光器市场。</li>
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||||
<li><b>宏观技术背景：</b>黄仁勋表示硅基技术仍是当前AI发展的基础，为硅基OLED的发展提供了宏观背景。</li>
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||||
</ul>
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||||
</div>
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||||
</details>
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||||
<details class="collapse collapse-plus glass">
|
||||
<summary class="collapse-title text-xl font-medium details-summary-hover">路演核心纪要</summary>
|
||||
<div class="collapse-content">
|
||||
<h4 class="font-bold text-lg mb-2 text-info">显影液：</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><b>核心标的格林达：</b>面板显影液国内市占率60-70%；半导体显影液突破8/12寸线国产化，面临20亿元市场空间，估值弹性大。是工信部重大项目唯一上市企业，国产替代核心标的。</li>
|
||||
</ul>
|
||||
<h4 class="font-bold text-lg my-2 text-info">硅基OLED：</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><b>技术与应用：</b>苹果Vision Pro已采用硅基OLED，证明其亮度可满足AR需求。当前AR设备以硅基OLED为主流，Micro LED尚需2-3年突破。技术路径分化为RGB（苹果）与白光（国内厂商）并存。</li>
|
||||
<li><b>市场与产能：</b>预测2027年硅基OLED需求约3000万片。索尼并非一家独大，LG、京东方、华星光电等厂商正快速追赶，国内厂商进度可能被低估。</li>
|
||||
<li><b>成本与投资：</b>Vision Pro双屏BOM成本约300-350美元，未来成本下降路径明确。产业链资本开支巨大，预计超500亿元，设备厂商受益。</li>
|
||||
<li><b>国内厂商：</b>京东方12英寸产线预计2024年Q2量产。合肥视涯是国产化先锋。莱特光电与施雅(SITRI)合作验证硅基OLED材料。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</details>
|
||||
<details class="collapse collapse-plus glass">
|
||||
<summary class="collapse-title text-xl font-medium details-summary-hover">研报观点精炼</summary>
|
||||
<div class="collapse-content">
|
||||
<h4 class="font-bold text-lg mb-2 text-primary">显影液：</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><b>市场地位：</b>格林达是超净高纯湿电子化学品专家，其TMAH显影液在面板市场占据龙头地位。</li>
|
||||
<li><b>技术突破：</b>国家科技重大专项项目已通过验收，为28nm及以下集成电路用显影液提供了技术储备。</li>
|
||||
<li><b>市场空间：</b>8寸和12寸晶圆所用显影液基本被外资垄断，国产替代空间巨大。</li>
|
||||
<li><b>与硅基OLED关联：</b>芯源微的涂胶显影设备直接应用于圆片级OLED（即硅基OLED）的制造。</li>
|
||||
</ul>
|
||||
<h4 class="font-bold text-lg my-2 text-primary">硅基OLED：</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><b>技术优势：</b>在分辨率、对比度(>100000:1)、响应时间(μs级)、功耗方面表现优异，是目前最适用于VR的量产技术。</li>
|
||||
<li><b>市场增长：</b>预计2025年全球XR头显用硅基OLED面板出货量将达518万片，市场规模跃升至14.6亿美元。</li>
|
||||
<li><b>产业动态：</b>苹果Vision Pro采用，引爆产业链机遇。易天股份为硅基OLED后道贴合设备核心供应商，已获视涯等客户认可。精测电子已成为国内cell段检测方案提供商。</li>
|
||||
<li><b>竞争格局：</b>索尼占主导，但LG、三星及国内厂商京东方、视涯、清越科技等积极布局追赶。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</details>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Rise Analysis -->
|
||||
<section>
|
||||
<h2 class="section-title font-orbitron">相关个股异动解析</h2>
|
||||
<div class="space-y-4">
|
||||
<details class="collapse collapse-arrow glass">
|
||||
<summary class="collapse-title text-xl font-medium details-summary-hover">
|
||||
<div class="flex items-center space-x-4">
|
||||
<span>华融化学 (301256)</span>
|
||||
<span class="badge badge-error">+20.0%</span>
|
||||
<span class="text-sm text-gray-400">2025-11-19</span>
|
||||
</div>
|
||||
</summary>
|
||||
<div class="collapse-content prose prose-invert max-w-none text-gray-300">
|
||||
<p><b>核心结论：</b>公司“半导体级氢氧化钾已批量导入中芯国际+长江存储”这一0→1基本面拐点，叠加日本拟再收紧193 nm ArF光刻胶出口，资金将华融化学直接对标“光刻胶显影液国产替代第一标的”，触发20 cm涨停。</p>
|
||||
<p><b>驱动概念：</b>光刻胶+半导体材料+国产替代</p>
|
||||
<p><b>异动解析：</b>半导体级KOH（显影液核心试剂）获头部晶圆厂连续订单，国产替代逻辑兑现；日本再限ArF光刻胶出口，显影液试剂紧缺，公司稀缺性凸显；2025年产能扩张3倍，毛利翻倍，业绩弹性大。</p>
|
||||
</div>
|
||||
</details>
|
||||
<details class="collapse collapse-arrow glass">
|
||||
<summary class="collapse-title text-xl font-medium details-summary-hover">
|
||||
<div class="flex items-center space-x-4">
|
||||
<span>苏大维格 (300331)</span>
|
||||
<span class="badge badge-error">+19.99%</span>
|
||||
<span class="text-sm text-gray-400">2025-09-05</span>
|
||||
</div>
|
||||
</summary>
|
||||
<div class="collapse-content prose prose-invert max-w-none text-gray-300">
|
||||
<p><b>核心结论：</b>“光刻机-掩膜版”概念被海外半导体设备大涨+国产28nm掩膜卡脖子话题点燃，资金按“直写光刻机+掩膜版量产”稀缺标签集中扫货所致。</p>
|
||||
<p><b>驱动概念：</b>光刻机+掩膜版国产化</p>
|
||||
<p><b>异动解析：</b>公司自研350/280nm直写光刻机已批量出货，可用于OLED金属掩膜板制作；掩膜版产能覆盖28nm及以上制程；公司被纳入“光刻机”指数，触发被动资金配置。</p>
|
||||
</div>
|
||||
</details>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
|
||||
<!-- Stock Tables Section -->
|
||||
<section class="table-container">
|
||||
<h2 class="section-title font-orbitron">核心标的与产业链图谱</h2>
|
||||
|
||||
<div class="space-y-8">
|
||||
<div>
|
||||
<h3 class="text-xl font-bold mb-4 text-secondary">核心标的：产品、设备与材料</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>京东方A</td><td>硅基OLED业务成立时间A股第一，2017</td><td><div class="badge badge-primary">产品</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688496" target="_blank" class="link link-hover">清越科技 (688496)</a></td><td>硅基OLED业务成立时间A股第二，2018</td><td><div class="badge badge-primary">产品</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002952" target="_blank" class="link link-hover">亚世光电 (002952)</a></td><td>具备硅基OLED模组生产及设计能力</td><td><div class="badge badge-primary">产品</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300567" target="_blank" class="link link-hover">精测电子 (300567)</a></td><td>公司持股视涯科技6.68%股权（视涯科技为行业领先者）</td><td><div class="badge badge-primary">产品</div> <div class="badge badge-info">影子股</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300566" target="_blank" class="link link-hover">激智科技 (300566)</a></td><td>公司持股视涯科技1.13%股权</td><td><div class="badge badge-primary">产品</div> <div class="badge badge-info">影子股</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688378" target="_blank" class="link link-hover">奥来德 (688378)</a></td><td>Tokki蒸镀机市占率国内第一，73.08%</td><td><div class="badge badge-accent">设备</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300812" target="_blank" class="link link-hover">易天股份 (300812)</a></td><td>提供硅基OLED各类贴附设备</td><td><div class="badge badge-accent">设备</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688328" target="_blank" class="link link-hover">深科达 (688328)</a></td><td>供货视涯科技显示面板测试设备</td><td><div class="badge badge-accent">设备</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300481" target="_blank" class="link link-hover">濮阳惠成 (300481)</a></td><td>发光材料营收A股第一，15.9亿</td><td><div class="badge badge-warning">材料</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688550" target="_blank" class="link link-hover">瑞联新材 (688550)</a></td><td>发光材料营收A股第二，12.5亿</td><td><div class="badge badge-warning">材料</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688378" target="_blank" class="link link-hover">奥来德 (688378)</a></td><td>发光材料营收A股第三，2.13亿</td><td><div class="badge badge-warning">材料</div></td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603052" target="_blank" class="link link-hover">可川科技 (603052)</a></td><td>保护膜产品供货视涯科技</td><td><div class="badge badge-warning">材料</div></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-bold mb-4 text-info">显影液概念股</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>核心逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>盛剑环境</td><td>与日本长濑化成合作，引进FPD光刻胶剥离液和蚀刻液技术，投资3亿建设显影液等电子专用材料产线。</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=603931" target="_blank" class="link link-hover">格林达 (603931)</a></td><td>国内领先的湿电子化学品制造商，核心产品TMAH显影液达到SEMI G4等级，在显示面板领域占比约95%，终端客户包括京东方等。</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300655" target="_blank" class="link link-hover">晶瑞电材 (300655)</a></td><td>“光刻胶及配套化学品”业务以配套化学品为主，包括显影液、剥离液、蚀刻液等。</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=300576" target="_blank" class="link link-hover">容大感光 (300576)</a></td><td>光刻胶产品包括配套化学品，如稀释剂、显影液、剥离液等，应用于平板显示、LED及集成电路。</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=688150" target="_blank" class="link link-hover">莱特光电 (688150)</a></td><td>主营业务包含显影液。</td></tr>
|
||||
<tr><td><a href="https://valuefrontier.cn/company?scode=002409" target="_blank" class="link link-hover">雅克科技 (002409)</a></td><td>专业从事湿电子化学品的生产及销售，主要产品有显影液、蚀刻液、稀释剂等。</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-bold mb-4 text-success">产业链全景图谱</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table table-zebra">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>环节</th>
|
||||
<th>细分领域</th>
|
||||
<th>相关公司</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td rowspan="3" class="font-bold align-top">上游</td>
|
||||
<td>设备制造</td>
|
||||
<td>阿斯麦, 应用材料, 东京电子, TOKKI, <a href="https://valuefrontier.cn/company?scode=300567" target="_blank" class="link link-hover">精测电子(300567)</a>, 奥来德</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>原材料</td>
|
||||
<td>康宁, <a href="https://valuefrontier.cn/company?scode=300088" target="_blank" class="link link-hover">长信科技(300088)</a>, UDC, <a href="https://valuefrontier.cn/company?scode=300481" target="_blank" class="link link-hover">濮阳惠成(300481)</a>, <a href="https://valuefrontier.cn/company?scode=688150" target="_blank" class="link link-hover">莱特光电(688150)</a>, 住友化学, 3M, 杜邦</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>组装零件</td>
|
||||
<td>德州仪器, <a href="https://valuefrontier.cn/company?scode=300327" target="_blank" class="link link-hover">中颖电子(300327)</a>, 高通, NVIDIA, 三星电机, <a href="https://valuefrontier.cn/company?scode=000636" target="_blank" class="link link-hover">风华高科(000636)</a></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-bold">中游</td>
|
||||
<td>面板制造</td>
|
||||
<td>LG, 索尼, 三星, 京东方, <a href="https://valuefrontier.cn/company?scode=002387" target="_blank" class="link link-hover">维信诺(002387)</a>, 深圳天马, <a href="https://valuefrontier.cn/company?scode=688538" target="_blank" class="link link-hover">和辉光电(688538)</a>, 华星光电</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td rowspan="3" class="font-bold align-top">下游</td>
|
||||
<td>手机/平板</td>
|
||||
<td>三星, 京东方, 联想, 苹果, 小米</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>VR/穿戴设备</td>
|
||||
<td>乐相科技, GOOGLE, 苹果, 小米, 大朋VR, 华为</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>TV/车载/其他</td>
|
||||
<td>长虹, 索尼, 创维, TCL, 欧司朗, 飞利浦</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
</main>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// ECharts for Tech Radar Chart
|
||||
var techRadarChart = echarts.init(document.getElementById('tech-radar-chart'));
|
||||
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|
||||
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|
||||
tooltip: {
|
||||
trigger: 'item'
|
||||
},
|
||||
legend: {
|
||||
data: ['硅基OLED', 'MicroLED', 'Fast-LCD', 'LCoS'],
|
||||
textStyle: {
|
||||
color: '#ccc'
|
||||
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|
||||
bottom: 0,
|
||||
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|
||||
radar: {
|
||||
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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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{
|
||||
value: [4, 3, 5, 5, 4, 5], // PPI:较高(4), 亮度:>3000(3), 响应:μs(5), 对比度:>100k(5), 功耗:较低(4), 量产:已量产(5)
|
||||
name: '硅基OLED'
|
||||
},
|
||||
{
|
||||
value: [4, 5, 5, 5, 5, 2], // PPI:较高(4), 亮度:很高(5), 响应:ns(5), 对比度:>100k(5), 功耗:很低(5), 量产:难(2)
|
||||
name: 'MicroLED'
|
||||
},
|
||||
{
|
||||
value: [2, 2, 3, 3, 2, 5], // PPI:较低(2), 亮度:500-1k(2), 响应:ms(3), 对比度:5k(3), 功耗:高(2), 量产:已量产(5)
|
||||
name: 'Fast-LCD'
|
||||
},
|
||||
{
|
||||
value: [3, 3, 3, 2, 2, 5], // PPI:中等(3), 亮度:300-3k(3), 响应:ms(3), 对比度:1k(2), 功耗:高(2), 量产:已量产(5)
|
||||
name: 'LCoS'
|
||||
}
|
||||
]
|
||||
}
|
||||
]
|
||||
};
|
||||
techRadarChart.setOption(techRadarOption);
|
||||
|
||||
// ECharts for Market Growth
|
||||
var marketGrowthChart = echarts.init(document.getElementById('market-growth-chart'));
|
||||
var marketGrowthOption = {
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: {
|
||||
type: 'cross',
|
||||
crossStyle: {
|
||||
color: '#999'
|
||||
}
|
||||
}
|
||||
},
|
||||
legend: {
|
||||
data: ['出货量 (万片)', '市场规模 (亿美元)'],
|
||||
textStyle: {
|
||||
color: '#ccc'
|
||||
}
|
||||
},
|
||||
xAxis: [
|
||||
{
|
||||
type: 'category',
|
||||
data: ['2023', '2024 (Est.)', '2025 (Est.)'],
|
||||
axisPointer: {
|
||||
type: 'shadow'
|
||||
},
|
||||
axisLabel: {
|
||||
color: '#ccc'
|
||||
}
|
||||
}
|
||||
],
|
||||
yAxis: [
|
||||
{
|
||||
type: 'value',
|
||||
name: '出货量',
|
||||
min: 0,
|
||||
axisLabel: {
|
||||
formatter: '{value} 万片',
|
||||
color: '#ccc'
|
||||
},
|
||||
splitLine: {
|
||||
lineStyle: {
|
||||
type: 'dashed',
|
||||
color: 'rgba(255, 255, 255, 0.2)'
|
||||
}
|
||||
}
|
||||
},
|
||||
{
|
||||
type: 'value',
|
||||
name: '市场规模',
|
||||
min: 0,
|
||||
axisLabel: {
|
||||
formatter: '{value} 亿',
|
||||
color: '#ccc'
|
||||
},
|
||||
splitLine: { show: false }
|
||||
}
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: '出货量 (万片)',
|
||||
type: 'bar',
|
||||
tooltip: {
|
||||
valueFormatter: function (value) {
|
||||
return value + ' 万片';
|
||||
}
|
||||
},
|
||||
data: [150, 300, 518] // Added an estimate for 2024
|
||||
},
|
||||
{
|
||||
name: '市场规模 (亿美元)',
|
||||
type: 'line',
|
||||
yAxisIndex: 1,
|
||||
tooltip: {
|
||||
valueFormatter: function (value) {
|
||||
return value + ' 亿美元';
|
||||
}
|
||||
},
|
||||
data: [4.3, 8.5, 14.6] // Added an estimate for 2024
|
||||
}
|
||||
],
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '10%',
|
||||
containLabel: true
|
||||
}
|
||||
};
|
||||
marketGrowthChart.setOption(marketGrowthOption);
|
||||
|
||||
window.addEventListener('resize', function() {
|
||||
techRadarChart.resize();
|
||||
marketGrowthChart.resize();
|
||||
});
|
||||
</script>
|
||||
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user