update pay ui
This commit is contained in:
@@ -1,537 +1,437 @@
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>盛合晶微 - 先进封装产业链深度解析</title>
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<!-- DaisyUI & Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.0/dist/full.min.css" rel="stylesheet" type="text/css" />
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<title>深度研报：盛合晶微</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<!-- Chart.js -->
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<!-- Font Awesome Icons -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<!-- Custom Styles -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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=Inter:wght@300;400;500;600;700;800&display=swap');
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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min-height: 100vh;
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020414;
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color: #E0E0E0;
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background-image:
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radial-gradient(circle at 15% 25%, rgba(128, 90, 213, 0.12) 0%, transparent 40%),
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radial-gradient(circle at 85% 75%, rgba(59, 130, 246, 0.1) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(255, 255, 255, 0.02) 0%, transparent 20%);
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background-attachment: fixed;
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overflow-x: hidden;
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}
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.glass-morphism {
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background: rgba(255, 255, 255, 0.95);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.18);
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.glass-card {
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background: rgba(10, 10, 25, 0.3);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 40px rgba(59, 130, 246, 0.2), 0 0 20px rgba(128, 90, 213, 0.2);
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border-color: rgba(255, 255, 255, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 768px) {
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.bento-item-span-4 { grid-column: span 4; }
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.bento-item-span-6 { grid-column: span 6; }
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.bento-item-span-8 { grid-column: span 8; }
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.bento-item-span-12 { grid-column: span 12; }
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}
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.glow-divider {
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height: 1px;
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border: 0;
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background: linear-gradient(to right, transparent, rgba(128, 90, 213, 0.5), transparent);
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(128, 90, 213, 0.6);
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}
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.echarts-container {
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width: 100%;
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height: 400px;
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}
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.section-title {
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font-size: 2.25rem;
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font-weight: 700;
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background: -webkit-linear-gradient(45deg, #a855f7, #60a5fa);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.timeline-line {
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background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
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width: 2px;
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position: absolute;
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left: 20px;
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top: 0;
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bottom: 0;
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}
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.hover-scale {
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.hover-scale:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
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}
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.stock-table {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (max-width: 768px) {
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.stock-table {
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font-size: 0.875rem;
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}
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}
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.tag-pill {
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display: inline-block;
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padding: 4px 12px;
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border-radius: 20px;
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font-size: 0.75rem;
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font-weight: 500;
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margin: 2px;
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}
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.tag-supply { background: #e0f2fe; color: #0369a1; }
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.tag-holding { background: #fef3c7; color: #d97706; }
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.tag-cooperation { background: #dcfce7; color: #16a34a; }
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.floating-card {
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animation: float 6s ease-in-out infinite;
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}
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@keyframes float {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-20px); }
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100% { transform: translateY(0px); }
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margin-bottom: 2rem;
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text-shadow: 0 0 15px rgba(168, 85, 247, 0.3);
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}
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</style>
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</head>
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<body class="bg-gradient-to-br from-purple-50 to-blue-50">
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<!-- Navigation -->
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<nav class="glass-morphism sticky top-0 z-50 border-b border-gray-200">
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<div class="container mx-auto px-4 py-4">
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<div class="flex items-center justify-between">
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<div class="flex items-center space-x-4">
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<div class="w-10 h-10 bg-gradient-to-r from-purple-600 to-blue-600 rounded-lg flex items-center justify-center">
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<i class="fas fa-microchip text-white"></i>
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</div>
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<h1 class="text-xl font-bold gradient-text">盛合晶微概念分析</h1>
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</div>
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<div class="flex items-center space-x-4">
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<span class="badge badge-info">科创板IPO</span>
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<span class="badge badge-success">先进封装</span>
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</div>
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</div>
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</div>
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</nav>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8 space-y-16">
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<!-- Hero Section -->
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<div class="container mx-auto px-4 py-8">
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<div class="glass-morphism rounded-2xl p-8 mb-8 hover-scale">
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<div class="flex flex-col lg:flex-row items-center justify-between">
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<div class="lg:w-2/3 mb-6 lg:mb-0">
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<h1 class="text-4xl lg:text-5xl font-bold mb-4">
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<span class="gradient-text">盛合晶微</span>
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<span class="text-gray-700">- 先进封装领军者</span>
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</h1>
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<p class="text-lg text-gray-600 mb-6">
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中国先进封装产业链的核心载体，AI算力时代Chiplet技术的战略突破口
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</p>
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<div class="flex flex-wrap gap-3">
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<div class="stat bg-purple-50 rounded-lg p-3">
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<div class="stat-title text-xs text-gray-600">IPO状态</div>
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<div class="stat-value text-lg font-bold text-purple-600">已受理</div>
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</div>
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<div class="stat bg-blue-50 rounded-lg p-3">
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<div class="stat-title text-xs text-gray-600">核心业务</div>
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<div class="stat-value text-lg font-bold text-blue-600">2.5D/3D封装</div>
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</div>
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<div class="stat bg-green-50 rounded-lg p-3">
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<div class="stat-title text-xs text-gray-600">市场地位</div>
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<div class="stat-value text-lg font-bold text-green-600">大陆唯一量产</div>
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</div>
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</div>
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</div>
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<div class="lg:w-1/3 floating-card">
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<div class="bg-gradient-to-br from-purple-500 to-blue-600 rounded-xl p-6 text-white text-center">
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<i class="fas fa-chart-line text-5xl mb-4"></i>
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<div class="text-3xl font-bold mb-2">569亿美元</div>
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<div class="text-sm opacity-90">2025年全球先进封装市场预测</div>
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<div class="text-xs mt-2 opacity-75">复合增长率 >10%</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Header -->
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<header class="text-center py-16">
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<h1 class="text-5xl md:text-7xl font-bold bg-clip-text text-transparent bg-gradient-to-br from-gray-200 via-purple-300 to-blue-300 mb-6">
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概念深度解析：盛合晶微
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</h1>
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<p class="max-w-3xl mx-auto text-lg text-gray-300">
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立于国产替代与后摩尔定律交汇点，盛合晶微正从产业驱动向量价齐升的资本化前夜迈进。其IPO进程不仅是企业自身的里程碑，更是整个国产先进封装生态价值发现的引爆点。
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</p>
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</header>
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<!-- Key Events Timeline -->
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<div class="glass-morphism rounded-2xl p-8 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-purple-600"></i>
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IPO关键事件时间轴
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</h2>
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="flex items-start">
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<div class="w-10 h-10 bg-purple-600 rounded-full flex items-center justify-center text-white font-bold z-10">
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1
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<!-- Bento Grid for Key Info -->
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<section>
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<h2 class="section-title text-center">核心数据概览</h2>
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<div class="bento-grid">
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<div class="bento-item bento-item-span-8 glass-card rounded-3xl p-6 flex flex-col justify-between">
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<div>
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<h3 class="font-bold text-2xl mb-2 bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-blue-400">IPO 关键进程</h3>
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<p class="text-sm text-gray-400 mb-4">从启动辅导到进入问询，资本化之路稳步推进。</p>
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</div>
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<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
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<div class="flex items-center justify-between mb-2">
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<span class="font-semibold text-gray-800">启动IPO辅导</span>
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<span class="badge badge-outline">2023年6月</span>
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</div>
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<p class="text-gray-600 text-sm">中金证券担任辅导机构，正式开启上市进程</p>
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<div id="ipoTimelineChart" class="echarts-container" style="height: 300px;"></div>
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</div>
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<div class="bento-item bento-item-span-4 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="font-bold text-2xl mb-2 bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-blue-400">行业地位</h3>
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<div class="space-y-3 mt-4 flex-grow">
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<div class="bg-white/5 p-3 rounded-lg"><span class="font-bold text-blue-300">大陆唯一：</span>规模量产硅基2.5D芯粒加工</div>
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<div class="bg-white/5 p-3 rounded-lg"><span class="font-bold text-blue-300">2023全球第一：</span>封测企业收入增速榜首</div>
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<div class="bg-white/5 p-3 rounded-lg"><span class="font-bold text-blue-300">国内多项第一：</span>12吋Bumping产能、WLCSP市占率、独立CP测试收入</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="w-10 h-10 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold z-10">
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2
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</div>
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<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
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<div class="flex items-center justify-between mb-2">
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<span class="font-semibold text-gray-800">增加联合保荐</span>
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<span class="badge badge-outline">2024年2月</span>
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</div>
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<p class="text-gray-600 text-sm">引入中信证券作为联合保荐机构，加快上市进程</p>
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</div>
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<div class="bento-item bento-item-span-6 glass-card rounded-3xl p-6">
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<h3 class="font-bold text-2xl mb-2 bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-blue-400">重大项目投资</h3>
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<p class="text-sm text-gray-400 mb-4">百亿级投资布局未来，产能扩张剑指AI算力。</p>
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<div id="projectsChart" class="echarts-container" style="height: 320px;"></div>
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</div>
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<div class="flex items-start">
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<div class="w-10 h-10 bg-green-600 rounded-full flex items-center justify-center text-white font-bold z-10">
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3
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</div>
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<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-green-200">
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<div class="flex items-center justify-between mb-2">
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<span class="font-semibold text-gray-800">辅导验收</span>
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<span class="badge badge-success">2025年6月18日</span>
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<div class="bento-item bento-item-span-6 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="font-bold text-2xl mb-2 bg-clip-text text-transparent bg-gradient-to-r from-purple-400 to-blue-400">关键动态与技术</h3>
|
||||
<div class="mt-4 space-y-4 flex-grow">
|
||||
<div class="bg-white/5 p-4 rounded-xl">
|
||||
<p class="font-semibold text-purple-300">2024年12月：完成超50亿定向融资</p>
|
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<p class="text-sm text-gray-400">引入无锡、上海国资，加速超高密度三维多芯片项目。</p>
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</div>
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<p class="text-gray-600 text-sm"><strong>核心催化剂</strong> - IPO状态变更为"辅导验收"，引发第一波市场关注</p>
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||||
</div>
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||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="w-10 h-10 bg-orange-600 rounded-full flex items-center justify-center text-white font-bold z-10">
|
||||
4
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||||
</div>
|
||||
<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-orange-200">
|
||||
<div class="flex items-center justify-between mb-2">
|
||||
<span class="font-semibold text-gray-800">正式受理</span>
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||||
<span class="badge badge-warning">2025年10月30日</span>
|
||||
<div class="bg-white/5 p-4 rounded-xl">
|
||||
<p class="font-semibold text-purple-300">2024年5月：发布3倍光罩尺寸TSV技术</p>
|
||||
<p class="text-sm text-gray-400">展示公司在硅通孔载板技术领域的领先实力。</p>
|
||||
</div>
|
||||
<p class="text-gray-600 text-sm"><strong>关键里程碑</strong> - 科创板IPO审核状态变更为"已受理"</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Logic Section -->
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||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
|
||||
<div class="glass-morphism rounded-2xl p-6 hover-scale">
|
||||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||||
<i class="fas fa-brain mr-3 text-purple-600"></i>
|
||||
核心逻辑
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<h4 class="font-semibold">技术路径的必然选择</h4>
|
||||
<p class="text-sm text-gray-600">在前道设备受限下，Chiplet是提升芯片算力的最优解</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<h4 class="font-semibold">稀缺的市场地位</h4>
|
||||
<p class="text-sm text-gray-600">大陆唯一规模量产硅基2.5D芯粒加工的企业</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<h4 class="font-semibold">强大的产业资本背书</h4>
|
||||
<p class="text-sm text-gray-600">2024年完成超7亿美元融资，引入多地国资</p>
|
||||
<div class="bg-white/5 p-4 rounded-xl">
|
||||
<p class="font-semibold text-purple-300">与华为生态深度绑定（潜在）</p>
|
||||
<p class="text-sm text-gray-400">新闻多次提及"昇腾·盛合晶微"，分析指向其服务麒麟、昇腾、鲲鹏等先进芯片。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<div class="glass-morphism rounded-2xl p-6 hover-scale">
|
||||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle mr-3 text-orange-600"></i>
|
||||
关键风险
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-red-50 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-red-800">技术风险</h4>
|
||||
<p class="text-sm text-red-600">先进封装对工艺精度、良率要求极高</p>
|
||||
<!-- Insight Analysis -->
|
||||
<main class="space-y-12">
|
||||
|
||||
<!-- Core Logic & Market Perception -->
|
||||
<section class="glass-card rounded-3xl p-8">
|
||||
<h2 class="section-title">核心逻辑与市场认知</h2>
|
||||
<div class="space-y-6 text-gray-300 leading-relaxed">
|
||||
<div>
|
||||
<h3 class="text-xl font-bold text-purple-300 mb-2">核心驱动力</h3>
|
||||
<ol class="list-decimal list-inside space-y-3 pl-4">
|
||||
<li><strong class="text-blue-300">技术范式转移（后摩尔定律）：</strong> 随着传统制程微缩成本激增，以Chiplet为代表的先进封装成为延续摩尔定律的关键路径。盛合晶微作为大陆唯一规模量产硅基2.5D芯粒加工的企业，正处技术浪潮中心。</li>
|
||||
<li><strong class="text-blue-300">国产替代的战略必然性：</strong> 在先进制程受限背景下，发展高性能芯片（尤其AI算力）必须依赖先进封装“换道超车”。盛合晶微与华为“麒麟、昇腾”生态的深度绑定，表明其承担着为国产算力提供封测保障的国家级战略任务。</li>
|
||||
<li><strong class="text-blue-300">AI需求爆发：</strong> AI大模型对算力提出无尽需求，直接拉动对HBM和CoWoS等先进封装技术的需求。公司重点布局的“三维多芯片集成封装项目”正是对标这一趋势。</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="bg-orange-50 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-orange-800">商业化风险</h4>
|
||||
<p class="text-sm text-orange-600">高昂资本开支需要巨大订单摊薄成本</p>
|
||||
</div>
|
||||
<div class="bg-yellow-50 rounded-lg p-3">
|
||||
<h4 class="font-semibold text-yellow-800">预期差风险</h4>
|
||||
<p class="text-sm text-yellow-600">供应链认证进度落后于市场预期</p>
|
||||
<hr class="glow-divider my-6">
|
||||
<div>
|
||||
<h3 class="text-xl font-bold text-purple-300 mb-2">预期差分析</h3>
|
||||
<p class="mb-3">市场的普遍认知是“盛合晶微 = 华为核心封测供应商 + 国产先进封装龙头”。然而，多源信息揭示了以下潜在预期差：</p>
|
||||
<ul class="space-y-3 pl-4 list-disc list-inside">
|
||||
<li><strong class="text-blue-300">客户结构的预期差：</strong> 市场可能过度聚焦华为，但路演数据显示其韩国子公司客户包括<span class="font-bold text-teal-300">三星、高通</span>等国际龙头，客户结构比预期更多元化，抗风险能力更强。</li>
|
||||
<li><strong class="text-blue-300">盈利能力的预期差：</strong> 市场可能关注其高资本开支，但路演数据显示<span class="font-bold text-teal-300">2023年净利润已占母公司总利润约60%</span>，证明其技术优势已成功转化为强大的商业价值。</li>
|
||||
<li><strong class="text-blue-300">生态广度的预期差：</strong> 公司不仅是独立封测厂，更是以其为核心、正在快速成长的国产化供应链生态的枢纽。其成功将是整个生态的成功。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap mr-3 text-purple-600"></i>
|
||||
产业链图谱
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-xl p-6">
|
||||
<h4 class="font-bold text-purple-800 mb-3">
|
||||
<i class="fas fa-tools mr-2"></i>上游设备材料
|
||||
</h4>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>芯源微</span>
|
||||
<span class="tag-pill tag-supply">涂胶显影</span>
|
||||
</section>
|
||||
|
||||
<!-- Catalysts & Future Path -->
|
||||
<section class="glass-card rounded-3xl p-8">
|
||||
<h2 class="section-title">关键催化剂与未来发展路径</h2>
|
||||
<div class="grid md:grid-cols-2 gap-8 text-gray-300">
|
||||
<div>
|
||||
<h3 class="text-xl font-bold text-purple-300 mb-4">近期催化剂 (3-6个月)</h3>
|
||||
<ul class="space-y-4">
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-blue-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||||
<span><strong class="text-white">IPO成功上市：</strong>最大、最确定的催化剂，将带来巨额融资并引发二级市场价值重估。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-blue-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||||
<span><strong class="text-white">新工厂投产及产能爬坡：</strong>三工厂年底竣工，超高密度项目已部分投产。产能和良率消息将是验证执行力的关键。</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-blue-400 mr-3 flex-shrink-0 mt-1" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||||
<span><strong class="text-white">国产算力新品发布：</strong>任何与“昇腾”或“麒麟”新芯片相关的发布，若性能提升与先进封装相关，将直接印证其核心价值。</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-bold text-purple-300 mb-4">长期发展路径</h3>
|
||||
<ul class="timeline timeline-compact timeline-vertical">
|
||||
<li>
|
||||
<div class="timeline-start timeline-box bg-white/5"><strong>第一阶段 (当前-2026)：国产替代主力期</strong><br>全面承接国内高性能计算芯片封装需求，完成114亿投资项目建设，巩固国内绝对领先地位。</div>
|
||||
<hr class="bg-blue-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-blue-400"/>
|
||||
<div class="timeline-end timeline-box bg-white/5"><strong>第二阶段 (2026-2028)：技术深化与国际拓展期</strong><br>拓展国际客户，技术向更复杂的3D堆叠演进，追赶国际顶尖水平。</div>
|
||||
<hr class="bg-purple-400"/>
|
||||
</li>
|
||||
<li>
|
||||
<hr class="bg-purple-400"/>
|
||||
<div class="timeline-start timeline-box bg-white/5"><strong>第三阶段 (2028以后)：平台化生态构建期</strong><br>成为平台级解决方案提供商，带动上游国产设备材料共同成长，成为全球产业链不可或缺一环。</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Ecosystem & Core Companies -->
|
||||
<section class="glass-card rounded-3xl p-8">
|
||||
<h2 class="section-title">产业链生态与核心公司</h2>
|
||||
<p class="text-center max-w-2xl mx-auto -mt-6 mb-8 text-gray-400">盛合晶微居于产业链核心，向上带动设备、材料国产化，向下支撑国产算力发展，形成了一个庞大的共生生态系统。</p>
|
||||
<div id="ecosystemChart" class="echarts-container" style="height: 600px;"></div>
|
||||
<div class="mt-8 space-y-4">
|
||||
<h3 class="text-xl font-bold text-purple-300 mb-2">核心玩家剖析</h3>
|
||||
<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
<div class="p-4 bg-white/5 rounded-xl">
|
||||
<h4 class="font-bold text-blue-300">领导者：盛合晶微</h4>
|
||||
<p class="text-sm text-gray-300">概念核心与策源地，技术稀缺性与战略重要性无可替代。</p>
|
||||
</div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>强力新材</span>
|
||||
<span class="tag-pill tag-supply">光刻胶</span>
|
||||
<div class="p-4 bg-white/5 rounded-xl">
|
||||
<h4 class="font-bold text-blue-300">逻辑最纯粹供应商</h4>
|
||||
<p class="text-sm text-gray-300"><strong class="text-teal-300">赛伍技术、芯源微、盛美上海</strong>等已确认进入供应链，直接受益于其扩产周期。</p>
|
||||
</div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>艾森股份</span>
|
||||
<span class="tag-pill tag-supply">电镀液</span>
|
||||
<div class="p-4 bg-white/5 rounded-xl">
|
||||
<h4 class="font-bold text-blue-300">追赶者/潜在受益者</h4>
|
||||
<p class="text-sm text-gray-300"><strong class="text-teal-300">艾森股份、强力新材</strong>等产品处于认证阶段，一旦通过弹性巨大，但存不确定性。</p>
|
||||
</div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>华海诚科</span>
|
||||
<span class="tag-pill tag-supply">封装树脂</span>
|
||||
<div class="p-4 bg-white/5 rounded-xl">
|
||||
<h4 class="font-bold text-blue-300">间接参与者</h4>
|
||||
<p class="text-sm text-gray-300"><strong class="text-teal-300">上海临港</strong>等不仅是财务投资，更是产业落地推动者，深度绑定。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-xl p-6">
|
||||
<h4 class="font-bold text-blue-800 mb-3">
|
||||
<i class="fas fa-industry mr-2"></i>中游封装服务
|
||||
</h4>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-white rounded-lg p-3">
|
||||
<div class="font-semibold text-blue-700">盛合晶微</div>
|
||||
<div class="text-xs text-gray-600">2.5D/3D Chiplet领军</div>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-3">
|
||||
<div class="font-semibold">长电科技/通富微电</div>
|
||||
<div class="text-xs text-gray-600">平台型封装厂商</div>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-3">
|
||||
<div class="font-semibold">晶方科技</div>
|
||||
<div class="text-xs text-gray-600">TSV技术专家</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-xl p-6">
|
||||
<h4 class="font-bold text-green-800 mb-3">
|
||||
<i class="fas fa-microchip mr-2"></i>下游应用
|
||||
</h4>
|
||||
<div class="space-y-2">
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>AI芯片</span>
|
||||
<span class="tag-pill tag-cooperation">核心市场</span>
|
||||
</div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>存储芯片</span>
|
||||
<span class="tag-pill tag-cooperation">新兴应用</span>
|
||||
</div>
|
||||
<div class="flex justify-between text-sm">
|
||||
<span>消费电子</span>
|
||||
<span class="tag-pill tag-cooperation">传统市场</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Data Table -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-table mr-3 text-purple-600"></i>
|
||||
相关上市公司
|
||||
</h2>
|
||||
<div class="stock-table">
|
||||
<table class="table w-full">
|
||||
<thead>
|
||||
<tr class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
|
||||
<th class="rounded-tl-lg">股票名称</th>
|
||||
<th>关系类型</th>
|
||||
<th>具体说明</th>
|
||||
<th>数据来源</th>
|
||||
<th class="rounded-tr-lg">状态</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">景兴纸业</td>
|
||||
<td><span class="tag-pill tag-holding">参股公司</span></td>
|
||||
<td>通过金浦国调基金持股2.64%，投资金额9501万元</td>
|
||||
<td>互动平台</td>
|
||||
<td><span class="badge badge-info">已披露</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">赛伍技术</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>半导体领域客户，提供晶圆胶带等产品</td>
|
||||
<td>半年报</td>
|
||||
<td><span class="badge badge-success">合作中</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">芯源微</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>涂胶显影/湿法设备已在盛合晶微批量应用</td>
|
||||
<td>公告</td>
|
||||
<td><span class="badge badge-success">批量应用</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">强力新材</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>光敏性聚酰亚胺（PSPI）处于客户认证阶段</td>
|
||||
<td>互动平台</td>
|
||||
<td><span class="badge badge-warning">认证中</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">艾森股份</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>封装负性光刻胶测试认证，铜蚀刻液主要客户</td>
|
||||
<td>调研</td>
|
||||
<td><span class="badge badge-warning">测试中</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">光力科技</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>高端划切设备和耗材供应商</td>
|
||||
<td>互动平台</td>
|
||||
<td><span class="badge badge-info">供应商</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">华特气体</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>电子特种气体供应商</td>
|
||||
<td>互动平台</td>
|
||||
<td><span class="badge badge-success">合作中</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">亚翔集成</td>
|
||||
<td><span class="tag-pill tag-cooperation">洁净工程</span></td>
|
||||
<td>提供洁净工程服务</td>
|
||||
<td>互动平台</td>
|
||||
<td><span class="badge badge-info">服务商</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="font-semibold">盛美上海</td>
|
||||
<td><span class="tag-pill tag-supply">供应链合作</span></td>
|
||||
<td>产品获得盛合晶微订单</td>
|
||||
<td>公告</td>
|
||||
<td><span class="badge badge-success">订单确认</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Investment Insights -->
|
||||
<div class="glass-morphism rounded-2xl p-8 mb-8">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
|
||||
投资启示
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6">
|
||||
<h4 class="font-bold text-indigo-800 mb-3">
|
||||
<i class="fas fa-arrow-up mr-2"></i>确定性机会
|
||||
</h4>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• <strong>芯源微：</strong>涂胶显影设备已批量应用，业绩兑现路径清晰</li>
|
||||
<li>• <strong>晶合集成：</strong>深度参与DRAM新架构，产能规划明确</li>
|
||||
<li>• <strong>盛合晶微：</strong>核心标的，等待IPO上市后的估值判断</li>
|
||||
</section>
|
||||
|
||||
<!-- Risks & Conclusion -->
|
||||
<section class="grid md:grid-cols-2 gap-8">
|
||||
<div class="glass-card rounded-3xl p-8">
|
||||
<h2 class="section-title !text-3xl">潜在风险与挑战</h2>
|
||||
<ul class="space-y-4 text-gray-300 list-disc list-inside">
|
||||
<li><strong class="text-red-400">技术风险：</strong>先进封装技术壁垒高，良率爬坡和技术迭代速度能否跟上国际顶尖水平是长期挑战。</li>
|
||||
<li><strong class="text-red-400">商业化风险：</strong>巨额资本开支对下游需求高度依赖，若核心客户出货量或AI需求增速放缓，将导致产能利用率不足。</li>
|
||||
<li><strong class="text-red-400">竞争风险：</strong>国内其他封测大厂也在加速布局先进封装，未来行业竞争可能加剧。</li>
|
||||
<li><strong class="text-red-400">信息交叉验证风险：</strong>市场信息（如供应商认证状态）与公司官方回复存在矛盾，需警惕基于不实传闻的炒作。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-orange-50 to-red-100 rounded-xl p-6">
|
||||
<h4 class="font-bold text-red-800 mb-3">
|
||||
<i class="fas fa-exclamation-circle mr-2"></i>需谨慎标的
|
||||
</h4>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• <strong>强力新材等材料公司：</strong>产品仍处认证阶段，股价已透支预期</li>
|
||||
<li>• <strong>概念炒作股：</strong>关注实际认证进展，避免盲目跟风</li>
|
||||
<li>• <strong>下游应用股：</strong>业绩兑现周期长，需跟踪订单落地</li>
|
||||
</ul>
|
||||
<div class="glass-card rounded-3xl p-8">
|
||||
<h2 class="section-title !text-3xl">综合结论与投资启示</h2>
|
||||
<div class="space-y-4 text-gray-300">
|
||||
<p><strong class="text-purple-300">阶段判断：</strong>概念已进入由清晰产业逻辑和即将兑现的业绩驱动的基本面阶段。IPO是催化剂，国产算力核心地位是长期价值基石。</p>
|
||||
<div>
|
||||
<p class="font-bold text-purple-300 mb-2">最具投资价值细分环节：</p>
|
||||
<ol class="list-decimal list-inside space-y-1">
|
||||
<li><strong>核心标的本身 (上市后)：</strong>分享行业崛起红利首选。</li>
|
||||
<li><strong>“卖铲人” - 核心设备/材料商：</strong>确定性高，分享行业成长beta。</li>
|
||||
<li><strong>“国产替代突破” - 认证期材料商：</strong>存在“从0到1”的巨大弹性，适合高风险偏好投资者。</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div>
|
||||
<p class="font-bold text-purple-300 mb-2">需重点跟踪的关键指标：</p>
|
||||
<p class="text-sm">IPO估值、新工厂产能利用率与良率、下游核心客户新品出货量、上游国产设备/材料认证进展、公司毛利率水平。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Key Metrics to Track -->
|
||||
<div class="glass-morphism rounded-2xl p-8">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-chart-line mr-3 text-purple-600"></i>
|
||||
关键跟踪指标
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
<div class="bg-white rounded-lg p-4 text-center hover-scale">
|
||||
<i class="fas fa-certificate text-3xl text-purple-600 mb-2"></i>
|
||||
<h4 class="font-semibold mb-1">认证突破</h4>
|
||||
<p class="text-xs text-gray-600">供应链公司产品认证通过公告</p>
|
||||
<!-- Stock Table -->
|
||||
<section>
|
||||
<h2 class="section-title text-center">相关概念股梳理</h2>
|
||||
<div class="overflow-x-auto glass-card rounded-3xl p-4">
|
||||
<table class="table table-zebra bg-transparent">
|
||||
<thead>
|
||||
<tr class="text-base text-white border-b border-white/20">
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>关联原因</th>
|
||||
<th class="text-center">标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- Data populated from provided stock list -->
|
||||
<tr><td>上峰水泥</td><td><a href="https://valuefrontier.cn/company?scode=000672" target="_blank" class="link link-hover text-blue-300">000672</a></td><td>公司通过苏州璞云基金对应盛合晶微的持股比例为0.9932%</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr><td>景兴纸业</td><td><a href="https://valuefrontier.cn/company?scode=002067" target="_blank" class="link link-hover text-blue-300">002067</a></td><td>公司持有金浦国调基金份额比例为2.64%，后者对盛合晶微的投资金额为9501万元</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr><td>上海临港</td><td><a href="https://valuefrontier.cn/company?scode=600848" target="_blank" class="link link-hover text-blue-300">600848</a></td><td>公司以“上海临港策源创业投资基金”为核心平台，完成对盛合晶微的项目投资，并成功推动该项目在临港地区产业落地</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr><td>亿道信息</td><td><a href="https://valuefrontier.cn/company?scode=001314" target="_blank" class="link link-hover text-blue-300">001314</a></td><td>公司以自有资金参与深圳汇芯发起设立的投资基金投资盛合晶微</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr><td>安集科技</td><td><a href="https://valuefrontier.cn/company?scode=688019" target="_blank" class="link link-hover text-blue-300">688019</a></td><td>公司通过聚源振芯（持有0.98%）间接投资盛合晶微</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr><td>宇顺电子</td><td>N/A</td><td>公司通过苏州元禾厚望长芯贰号创投投资的盛合晶微半导体</td><td class="text-center"><div class="badge badge-primary badge-outline">参股</div></td></tr>
|
||||
<tr class="bg-white/5"><td colspan="4"></td></tr>
|
||||
<tr><td>盛美上海</td><td><a href="https://valuefrontier.cn/company?scode=688082" target="_blank" class="link link-hover text-blue-300">688082</a></td><td>公司产品已获得了盛合晶微等客户的订单</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>迈为股份</td><td><a href="https://valuefrontier.cn/company?scode=300751" target="_blank" class="link link-hover text-blue-300">300751</a></td><td>公司在晶圆切割、研磨、抛光、键合等高精度加工环节可提供成套工艺设备解决方案，已与盛合晶微建立了紧密合作</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>芯源微</td><td><a href="https://valuefrontier.cn/company?scode=688037" target="_blank" class="link link-hover text-blue-300">688037</a></td><td>公司后道先进封装用涂胶显影设备、单片式湿法设备批量应用于盛合晶微</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>赛伍技术</td><td><a href="https://valuefrontier.cn/company?scode=603212" target="_blank" class="link link-hover text-blue-300">603212</a></td><td>在半导体领域，客户包括盛合晶微半导体</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>至正股份</td><td><a href="https://valuefrontier.cn/company?scode=603991" target="_blank" class="link link-hover text-blue-300">603991</a></td><td>半导体专用设备业务客户包括盛合晶微</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>艾森股份</td><td><a href="https://valuefrontier.cn/company?scode=688720" target="_blank" class="link link-hover text-blue-300">688720</a></td><td>公司先进封装负性光刻胶产品在盛合晶微测试认证按计划推进中；铜蚀刻液产品主要客户包括盛合晶微</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>芯碁微装</td><td><a href="https://valuefrontier.cn/company?scode=688630" target="_blank" class="link link-hover text-blue-300">688630</a></td><td>直写光刻设备合作的客户有盛合晶微</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>阳谷华泰</td><td><a href="https://valuefrontier.cn/company?scode=300121" target="_blank" class="link link-hover text-blue-300">300121</a></td><td>盛合晶微是波米科技（公司拟收购标的）客户之一</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>光力科技</td><td><a href="https://valuefrontier.cn/company?scode=300480" target="_blank" class="link link-hover text-blue-300">300480</a></td><td>公司为盛合晶微提供高端划切设备和耗材等用于半导体产品的封装工艺</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>华特气体</td><td><a href="https://valuefrontier.cn/company?scode=688268" target="_blank" class="link link-hover text-blue-300">688268</a></td><td>公司有供应电子特种气体给盛合晶微</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr><td>德邦科技</td><td><a href="https://valuefrontier.cn/company?scode=688035" target="_blank" class="link link-hover text-blue-300">688035</a></td><td>公司曾与盛合晶微开展技术交流、产品送样等业务接洽</td><td class="text-center"><div class="badge badge-accent badge-outline">供应链</div></td></tr>
|
||||
<tr class="bg-white/5"><td colspan="4"></td></tr>
|
||||
<tr><td>亚翔集成</td><td><a href="https://valuefrontier.cn/company?scode=603929" target="_blank" class="link link-hover text-blue-300">603929</a></td><td>公司有承接盛合晶微的洁净工程服务</td><td class="text-center"><div class="badge badge-secondary badge-outline">洁净工程</div></td></tr>
|
||||
<tr class="bg-white/5"><td colspan="4"></td></tr>
|
||||
<tr><td>东芯股份</td><td><a href="https://valuefrontier.cn/company?scode=688110" target="_blank" class="link link-hover text-blue-300">688110</a></td><td>公司与盛合晶微建立了稳定的合作关系</td><td class="text-center"><div class="badge badge-info badge-outline">其他合作</div></td></tr>
|
||||
<tr><td>普冉股份</td><td><a href="https://valuefrontier.cn/company?scode=688766" target="_blank" class="link link-hover text-blue-300">688766</a></td><td>盛合晶微是公司的晶圆测试和封装测试主要委托厂商之一</td><td class="text-center"><div class="badge badge-info badge-outline">其他合作</div></td></tr>
|
||||
<tr><td>中微公司</td><td><a href="https://valuefrontier.cn/company?scode=688012" target="_blank" class="link link-hover text-blue-300">688012</a></td><td>公司与盛合晶微存在关联交易 （项目涉及合同负债、应收账款）</td><td class="text-center"><div class="badge badge-info badge-outline">其他合作</div></td></tr>
|
||||
<tr><td>江化微</td><td><a href="https://valuefrontier.cn/company?scode=603078" target="_blank" class="link link-hover text-blue-300">603078</a></td><td>公司与盛合晶微保持良好的合作关系</td><td class="text-center"><div class="badge badge-info badge-outline">其他合作</div></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4 text-center hover-scale">
|
||||
<i class="fas fa-factory text-3xl text-blue-600 mb-2"></i>
|
||||
<h4 class="font-semibold mb-1">产能利用率</h4>
|
||||
<p class="text-xs text-gray-600">新工厂产能及良率数据</p>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4 text-center hover-scale">
|
||||
<i class="fas fa-handshake text-3xl text-green-600 mb-2"></i>
|
||||
<h4 class="font-semibold mb-1">核心客户订单</h4>
|
||||
<p class="text-xs text-gray-600">AI芯片设计公司订单流向</p>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4 text-center hover-scale">
|
||||
<i class="fas fa-dollar-sign text-3xl text-orange-600 mb-2"></i>
|
||||
<h4 class="font-semibold mb-1">IPO定价</h4>
|
||||
<p class="text-xs text-gray-600">上市后估值水平</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="text-center py-8 mt-16 border-t border-white/10">
|
||||
<p class="text-gray-400">由 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>
|
||||
<p class="text-sm text-gray-500 mt-2">免责声明：本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||||
</footer>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="glass-morphism mt-12 py-6 border-t border-gray-200">
|
||||
<div class="container mx-auto px-4 text-center">
|
||||
<p class="text-sm text-gray-600">
|
||||
<i class="fas fa-info-circle mr-2"></i>
|
||||
数据来源：公开研报、公司公告、互动平台 | 投资有风险，决策需谨慎
|
||||
</p>
|
||||
<p class="text-xs text-gray-500 mt-2">
|
||||
更新时间：2025年11月 | 仅供参考，不构成投资建议
|
||||
</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<!-- JavaScript for animations -->
|
||||
<script>
|
||||
// Smooth scroll for anchor links
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// IPO Timeline Chart
|
||||
const ipoTimelineChartDom = document.getElementById('ipoTimelineChart');
|
||||
if (ipoTimelineChartDom) {
|
||||
const ipoTimelineChart = echarts.init(ipoTimelineChartDom, 'dark');
|
||||
const ipoData = [
|
||||
{ date: '2023-06', event: '启动IPO辅导' },
|
||||
{ date: '2025-06-18', event: '辅导验收' },
|
||||
{ date: '2025-10-30', event: '已受理' },
|
||||
{ date: '2025-11-14', event: '已问询' },
|
||||
];
|
||||
const option = {
|
||||
tooltip: { trigger: 'axis', formatter: '{b}<br/>{a}: {c}' },
|
||||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||||
xAxis: { type: 'category', data: ipoData.map(item => item.date), axisLabel: { color: '#ccc' } },
|
||||
yAxis: { type: 'value', show: false },
|
||||
series: [{
|
||||
name: 'IPO进程',
|
||||
type: 'line',
|
||||
step: 'start',
|
||||
data: [1, 2, 3, 4],
|
||||
symbol: 'circle',
|
||||
symbolSize: 10,
|
||||
label: { show: true, position: 'top', formatter: (params) => ipoData[params.dataIndex].event, color: '#fff' },
|
||||
lineStyle: { color: '#60a5fa' },
|
||||
itemStyle: { color: '#a855f7' },
|
||||
areaStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||||
offset: 0,
|
||||
color: 'rgba(168, 85, 247, 0.5)'
|
||||
}, {
|
||||
offset: 1,
|
||||
color: 'rgba(96, 165, 250, 0.1)'
|
||||
}])
|
||||
}
|
||||
}]
|
||||
};
|
||||
ipoTimelineChart.setOption(option);
|
||||
}
|
||||
|
||||
// Projects Chart
|
||||
const projectsChartDom = document.getElementById('projectsChart');
|
||||
if (projectsChartDom) {
|
||||
const projectsChart = echarts.init(projectsChartDom, 'dark');
|
||||
const option = {
|
||||
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' } },
|
||||
legend: { data: ['总投资 (亿元)', '新增月产能 (万片)'], textStyle: { color: '#ccc'} },
|
||||
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
|
||||
xAxis: { type: 'value', boundaryGap: [0, 0.01], axisLabel: { color: '#ccc' } },
|
||||
yAxis: { type: 'category', data: ['三维多芯片集成封装', '超高密度互联封装'], axisLabel: { color: '#ccc', interval: 0 } },
|
||||
series: [
|
||||
{ name: '总投资 (亿元)', type: 'bar', data: [84, 30], itemStyle: { color: '#a855f7' } },
|
||||
{ name: '新增月产能 (万片)', type: 'bar', data: [9.6, 0.4], itemStyle: { color: '#60a5fa' } }
|
||||
]
|
||||
};
|
||||
projectsChart.setOption(option);
|
||||
}
|
||||
|
||||
// Ecosystem Chart
|
||||
const ecosystemChartDom = document.getElementById('ecosystemChart');
|
||||
if (ecosystemChartDom) {
|
||||
const ecosystemChart = echarts.init(ecosystemChartDom, 'dark');
|
||||
const graphData = {
|
||||
nodes: [
|
||||
{ id: '0', name: '盛合晶微', symbolSize: 80, category: 0, label: { fontSize: 16 } },
|
||||
{ id: '1', name: '设备', symbolSize: 50, category: 1 },
|
||||
{ id: '2', name: '材料', symbolSize: 50, category: 1 },
|
||||
{ id: '3', name: '配套', symbolSize: 50, category: 1 },
|
||||
{ id: '4', name: '客户', symbolSize: 50, category: 2 },
|
||||
{ id: '5', name: '资本方', symbolSize: 50, category: 3 },
|
||||
{ id: '10', name: '盛美上海', symbolSize: 25, category: 1 },
|
||||
{ id: '11', name: '芯源微', symbolSize: 25, category: 1 },
|
||||
{ id: '12', name: '迈为股份', symbolSize: 25, category: 1 },
|
||||
{ id: '13', name: '光力科技', symbolSize: 25, category: 1 },
|
||||
{ id: '20', name: '赛伍技术', symbolSize: 25, category: 1 },
|
||||
{ id: '21', name: '艾森股份', symbolSize: 25, category: 1 },
|
||||
{ id: '22', name: '华特气体', symbolSize: 25, category: 1 },
|
||||
{ id: '30', name: '亚翔集成', symbolSize: 25, category: 1 },
|
||||
{ id: '40', name: '华为海思', symbolSize: 30, category: 2 },
|
||||
{ id: '41', name: '三星/高通', symbolSize: 30, category: 2 },
|
||||
{ id: '42', name: '普冉股份', symbolSize: 25, category: 2 },
|
||||
{ id: '50', name: '上海临港', symbolSize: 25, category: 3 },
|
||||
{ id: '51', name: '景兴纸业', symbolSize: 25, category: 3 },
|
||||
],
|
||||
links: [
|
||||
{ source: '1', target: '0' }, { source: '2', target: '0' }, { source: '3', target: '0' },
|
||||
{ source: '0', target: '4' }, { source: '5', target: '0' },
|
||||
{ source: '10', target: '1' }, { source: '11', target: '1' }, { source: '12', target: '1' }, { source: '13', target: '1' },
|
||||
{ source: '20', target: '2' }, { source: '21', target: '2' }, { source: '22', target: '2' },
|
||||
{ source: '30', target: '3' },
|
||||
{ source: '40', target: '4' }, { source: '41', target: '4' }, { source: '42', target: '4' },
|
||||
{ source: '50', target: '5' }, { source: '51', target: '5' }
|
||||
],
|
||||
categories: [{ name: '核心' }, { name: '上游' }, { name: '下游' }, { name: '资本' }]
|
||||
};
|
||||
const option = {
|
||||
tooltip: {},
|
||||
legend: [{ data: graphData.categories.map(a => a.name), textStyle: { color: '#ccc' } }],
|
||||
series: [{
|
||||
type: 'graph',
|
||||
layout: 'force',
|
||||
data: graphData.nodes,
|
||||
links: graphData.links,
|
||||
categories: graphData.categories,
|
||||
roam: true,
|
||||
label: { show: true, position: 'right', color: '#fff' },
|
||||
force: { repulsion: 200, edgeLength: [80, 150] },
|
||||
lineStyle: { color: 'source', curveness: 0.1 },
|
||||
color: ['#a855f7', '#0ea5e9', '#22c55e', '#f97316']
|
||||
}]
|
||||
};
|
||||
ecosystemChart.setOption(option);
|
||||
}
|
||||
|
||||
window.addEventListener('resize', function () {
|
||||
ipoTimelineChart?.resize();
|
||||
projectsChart?.resize();
|
||||
ecosystemChart?.resize();
|
||||
});
|
||||
});
|
||||
|
||||
// Add animation on scroll
|
||||
const observerOptions = {
|
||||
threshold: 0.1,
|
||||
rootMargin: '0px 0px -50px 0px'
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver(function(entries) {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
// Observe all sections
|
||||
document.querySelectorAll('.glass-morphism').forEach(section => {
|
||||
section.style.opacity = '0';
|
||||
section.style.transform = 'translateY(20px)';
|
||||
section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||||
observer.observe(section);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
</html>
|
||||
Reference in New Issue
Block a user