vf/vf_react
4
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

feat: 10.10线上最新代码提交

Browse Source
This commit is contained in:
zdl
2025-10-11 16:16:02 +08:00
parent 4d0dc109bc
commit 864844a52b
3338 changed files with 460147 additions and 152745 deletions
Download Patch File Download Diff File Expand all files Collapse all files

445
public/htmls/第三代半导体.html Normal file
View File

@@ -0,0 +1,445 @@
<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>第三代半导体 - 行业洞察报告</title>
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', 'Inter', sans-serif;
}
.gradient-bg {
background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
}
.card-shadow {
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
}
.tech-gradient {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
left: -8px;
top: 8px;
width: 16px;
height: 16px;
border-radius: 50%;
background: #667eea;
z-index: 1;
}
.timeline-line {
position: absolute;
left: 0;
top: 24px;
bottom: 0;
width: 2px;
background: #e2e8f0;
}
.table-hover:hover {
background-color: rgba(102, 126, 234, 0.1);
transition: all 0.3s ease;
}
.highlight-text {
background: linear-gradient(120deg, #a78bfa 0%, #ec4899 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
font-weight: 700;
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.glass-effect {
background: rgba(255, 255, 255, 0.1);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
}
</style>
</head>
<body class="bg-gray-50">
<div id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-bg bg-clip-text text-transparent">
第三代半导体行业洞察
</h1>
<p class="text-xl text-gray-600">碳化硅(SiC)与氮化镓(GaN) - 引领下一代电子革命</p>
</div>
<!-- 概念概述 -->
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
<div class="flex items-center mb-4">
<i class="fas fa-microchip text-3xl text-purple-600 mr-3"></i>
<h2 class="text-2xl font-bold text-gray-800">概念概述</h2>
</div>
<div class="grid md:grid-cols-2 gap-6">
<div class="space-y-4">
<p class="text-gray-700 leading-relaxed">
第三代半导体以<span class="highlight-text">碳化硅(SiC)</span>和<span class="highlight-text">氮化镓(GaN)</span>为代表，具有宽禁带特性（SiC禁带宽度3.26eV，GaN 3.4eV），可承受更高电压、温度及频率，成为新能源汽车、5G、光伏等领域的核心材料。
</p>
<div class="bg-purple-50 rounded-lg p-4">
<h3 class="font-semibold text-purple-800 mb-2">市场规模预测</h3>
<div class="grid grid-cols-2 gap-4 text-center">
<div>
<p class="text-2xl font-bold text-purple-600">50亿美元</p>
<p class="text-sm text-gray-600">2025年SiC器件市场</p>
</div>
<div>
<p class="text-2xl font-bold text-purple-600">123亿元</p>
<p class="text-sm text-gray-600">全球SiC衬底市场</p>
</div>
</div>
</div>
</div>
<div class="relative pl-8">
<div class="timeline-line"></div>
<h3 class="font-semibold text-gray-800 mb-4">催化事件时间轴</h3>
<div class="space-y-4">
<div class="timeline-dot">
<p class="text-sm font-medium text-gray-600">2024年11月</p>
<p class="text-gray-700">商务部推动国家第三代半导体技术创新中心（苏州）高质量发展</p>
</div>
<div class="timeline-dot">
<p class="text-sm font-medium text-gray-600">2025年2月</p>
<p class="text-gray-700">中国太空成功验证首款国产SiC功率器件</p>
</div>
<div class="timeline-dot">
<p class="text-sm font-medium text-gray-600">2025年5月</p>
<p class="text-gray-700">天科合达借壳天富能源预期升温，估值或达400亿+</p>
</div>
<div class="timeline-dot">
<p class="text-sm font-medium text-gray-600">2025年6月</p>
<p class="text-gray-700">上海发布《新材料产业方案》，支持SiC/GaN攻关</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点 -->
<div class="grid md:grid-cols-3 gap-6 mb-8">
<div class="card bg-gradient-to-br from-blue-500 to-blue-600 rounded-xl shadow-lg p-6 text-white">
<i class="fas fa-chart-line text-3xl mb-4"></i>
<h3 class="text-xl font-bold mb-2">阶段判断</h3>
<p class="text-blue-100">第三代半导体已从主题炒作进入基本面驱动阶段，政策、技术、需求三重共振</p>
</div>
<div class="card bg-gradient-to-br from-purple-500 to-purple-600 rounded-xl shadow-lg p-6 text-white">
<i class="fas fa-rocket text-3xl mb-4"></i>
<h3 class="text-xl font-bold mb-2">核心驱动力</h3>
<p class="text-purple-100">新能源车渗透率提升 + 国产替代加速（国内衬底市占率从9%向30%突破）</p>
</div>
<div class="card bg-gradient-to-br from-pink-500 to-pink-600 rounded-xl shadow-lg p-6 text-white">
<i class="fas fa-globe text-3xl mb-4"></i>
<h3 class="text-xl font-bold mb-2">未来潜力</h3>
<p class="text-pink-100">SiC衬底市场CAGR 24%，GaN射频器件市场CAGR 25%</p>
</div>
</div>
<!-- 产业链分析 -->
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
<div class="flex items-center mb-6">
<i class="fas fa-sitemap text-3xl text-indigo-600 mr-3"></i>
<h2 class="text-2xl font-bold text-gray-800">产业链与核心公司</h2>
</div>
<div class="grid md:grid-cols-3 gap-6 mb-6">
<div class="bg-indigo-50 rounded-lg p-4">
<h3 class="font-semibold text-indigo-800 mb-3">上游：材料与设备</h3>
<ul class="space-y-2">
<li class="flex items-center"><i class="fas fa-circle text-xs text-indigo-500 mr-2"></i>衬底（天岳先进、天科合达）</li>
<li class="flex items-center"><i class="fas fa-circle text-xs text-indigo-500 mr-2"></i>外延（三安光电、晶盛机电）</li>
<li class="flex items-center"><i class="fas fa-circle text-xs text-indigo-500 mr-2"></i>设备（北方华创、中微公司）</li>
</ul>
</div>
<div class="bg-purple-50 rounded-lg p-4">
<h3 class="font-semibold text-purple-800 mb-3">中游：器件与模块</h3>
<ul class="space-y-2">
<li class="flex items-center"><i class="fas fa-circle text-xs text-purple-500 mr-2"></i>器件（斯达半导、华润微）</li>
<li class="flex items-center"><i class="fas fa-circle text-xs text-purple-500 mr-2"></i>模块（比亚迪半导体、时代电气）</li>
</ul>
</div>
<div class="bg-pink-50 rounded-lg p-4">
<h3 class="font-semibold text-pink-800 mb-3">下游：应用领域</h3>
<ul class="space-y-2">
<li class="flex items-center"><i class="fas fa-circle text-xs text-pink-500 mr-2"></i>新能源车（比亚迪、特斯拉）</li>
<li class="flex items-center"><i class="fas fa-circle text-xs text-pink-500 mr-2"></i>光伏（华为、阳光电源）</li>
<li class="flex items-center"><i class="fas fa-circle text-xs text-pink-500 mr-2"></i>航天（中国电科）</li>
</ul>
</div>
</div>
<div class="overflow-x-auto">
<table class="w-full text-sm text-left text-gray-500">
<thead class="text-xs text-gray-700 uppercase bg-gray-50">
<tr>
<th class="px-6 py-3">公司</th>
<th class="px-6 py-3">环节</th>
<th class="px-6 py-3">优势</th>
<th class="px-6 py-3">风险</th>
<th class="px-6 py-3">估值</th>
</tr>
</thead>
<tbody>
<tr class="bg-white border-b hover:bg-gray-50">
<td class="px-6 py-4 font-medium text-gray-900">天科合达</td>
<td class="px-6 py-4">衬底</td>
<td class="px-6 py-4">国内唯一6英寸量产，市占率12.8%</td>
<td class="px-6 py-4">IPO失败后借壳不确定性</td>
<td class="px-6 py-4">未上市（预期400亿）</td>
</tr>
<tr class="bg-white border-b hover:bg-gray-50">
<td class="px-6 py-4 font-medium text-gray-900">天岳先进</td>
<td class="px-6 py-4">衬底</td>
<td class="px-6 py-4">8英寸研发领先，客户绑定英飞凌</td>
<td class="px-6 py-4">良率低于Wolfspeed</td>
<td class="px-6 py-4">PE 50x</td>
</tr>
<tr class="bg-white border-b hover:bg-gray-50">
<td class="px-6 py-4 font-medium text-gray-900">斯达半导</td>
<td class="px-6 py-4">器件</td>
<td class="px-6 py-4">车规SiC模块龙头，比亚迪核心供应商</td>
<td class="px-6 py-4">竞争加剧（士兰微追赶）</td>
<td class="px-6 py-4">PE 35x</td>
</tr>
<tr class="bg-white hover:bg-gray-50">
<td class="px-6 py-4 font-medium text-gray-900">三安光电</td>
<td class="px-6 py-4">外延</td>
<td class="px-6 py-4">与ST合资8英寸产线，技术授权费收入</td>
<td class="px-6 py-4">产能爬坡不及预期</td>
<td class="px-6 py-4">PE 25x</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 关联股票表格 -->
<div class="card bg-white rounded-xl shadow-lg mb-8 p-6">
<div class="flex items-center mb-6">
<i class="fas fa-table text-3xl text-green-600 mr-3"></i>
<h2 class="text-2xl font-bold text-gray-800">关联股票</h2>
</div>
<div class="overflow-x-auto">
<table class="w-full text-sm text-left text-gray-500">
<thead class="text-xs text-gray-700 uppercase bg-gray-50">
<tr>
<th class="px-6 py-3">股票名称</th>
<th class="px-6 py-3">项目类型</th>
<th class="px-6 py-3">所属行业</th>
<th class="px-6 py-3">投资理由</th>
</tr>
</thead>
<tbody id="stockTableBody">
<!-- 股票数据将通过JavaScript动态插入 -->
</tbody>
</table>
</div>
</div>
<!-- 风险与展望 -->
<div class="grid md:grid-cols-2 gap-6 mb-8">
<div class="card bg-white rounded-xl shadow-lg p-6">
<div class="flex items-center mb-4">
<i class="fas fa-exclamation-triangle text-3xl text-red-600 mr-3"></i>
<h2 class="text-2xl font-bold text-gray-800">潜在风险</h2>
</div>
<div class="space-y-3">
<div class="flex items-start">
<i class="fas fa-circle text-xs text-red-500 mt-1.5 mr-3"></i>
<div>
<p class="font-medium text-gray-800">技术风险</p>
<p class="text-sm text-gray-600">8英寸衬底缺陷密度仍高于海外（1000/cm² vs 500/cm²）</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-circle text-xs text-red-500 mt-1.5 mr-3"></i>
<div>
<p class="font-medium text-gray-800">商业化风险</p>
<p class="text-sm text-gray-600">SiC器件成本为硅基3倍，中低端车型渗透需2026年后</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-circle text-xs text-red-500 mt-1.5 mr-3"></i>
<div>
<p class="font-medium text-gray-800">政策风险</p>
<p class="text-sm text-gray-600">美国或限制SiC衬底出口（Wolfspeed占全球49%）</p>
</div>
</div>
</div>
</div>
<div class="card bg-white rounded-xl shadow-lg p-6">
<div class="flex items-center mb-4">
<i class="fas fa-lightbulb text-3xl text-yellow-600 mr-3"></i>
<h2 class="text-2xl font-bold text-gray-800">投资启示</h2>
</div>
<div class="space-y-3">
<div class="bg-yellow-50 rounded-lg p-4">
<p class="font-semibold text-yellow-800 mb-2">阶段判断</p>
<p class="text-sm text-gray-700">第三代半导体处于"技术突破+需求爆发"的拐点，非主题炒作</p>
</div>
<div class="bg-green-50 rounded-lg p-4">
<p class="font-semibold text-green-800 mb-2">投资方向</p>
<ul class="text-sm text-gray-700 space-y-1">
<li>• 最纯标的：天科合达（借壳天富能源，估值弹性最大）</li>
<li>• 设备龙头：北方华创（SiC外延设备市占率60%）</li>
<li>• 车规应用：斯达半导（比亚迪订单占比40%）</li>
</ul>
</div>
</div>
</div>
</div>
<!-- 结论 -->
<div class="card tech-gradient rounded-xl shadow-lg p-8 text-white text-center">
<i class="fas fa-quote-left text-4xl mb-4 opacity-50"></i>
<h3 class="text-2xl font-bold mb-4">综合结论</h3>
<p class="text-lg mb-6">
第三代半导体是2025年半导体板块最确定的成长赛道，天科合达借壳事件或成为引爆点。
</p>
<div class="flex justify-center space-x-4 text-sm">
<div class="glass-effect rounded-lg px-4 py-2">
<i class="fas fa-chart-line mr-2"></i>
行业增速 35%+
</div>
<div class="glass-effect rounded-lg px-4 py-2">
<i class="fas fa-globe-asia mr-2"></i>
中国市占率 40%+
</div>
<div class="glass-effect rounded-lg px-4 py-2">
<i class="fas fa-dollar-sign mr-2"></i>
市场规模 200亿美元
</div>
</div>
</div>
</div>
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
<script>
// 初始化粒子背景
tsParticles.load("particles-js", {
particles: {
number: {
value: 80,
density: {
enable: true,
value_area: 800
}
},
color: {
value: "#667eea"
},
shape: {
type: "circle"
},
opacity: {
value: 0.5,
random: false
},
size: {
value: 3,
random: true
},
line_linked: {
enable: true,
distance: 150,
color: "#667eea",
opacity: 0.4,
width: 1
},
move: {
enable: true,
speed: 2,
direction: "none",
random: false,
straight: false,
out_mode: "out",
bounce: false
}
},
interactivity: {
detect_on: "canvas",
events: {
onhover: {
enable: true,
mode: "grab"
},
onclick: {
enable: true,
mode: "push"
},
resize: true
},
modes: {
grab: {
distance: 140,
line_linked: {
opacity: 1
}
},
push: {
particles_nb: 4
}
}
},
retina_detect: true
});
// 股票数据
const stockData = [{'第三代半导体（240610）': [{'stock': '士兰微', '项目': '氮化镓（GaN）全链', '行业': '半导体', 'reason': '覆盖氮化镓全产业链，适用于5G基站、卫星通信等高频领域'}, {'stock': '金溢科技', '项目': '氮化镓（GaN）衬底', '行业': '半导体材料', 'reason': '专注于氮化镓衬底技术研发，支撑高频器件制造'}, {'stock': '中瓷电子', '项目': '氮化镓（GaN）衬底', '行业': '半导体材料', 'reason': '提供氮化镓衬底材料，用于高功率射频器件'}, {'stock': '南大光电', '项目': '氮化镓（GaN）衬底', '行业': '半导体材料', 'reason': '研发氮化镓衬底技术，应用于高频通信领域'}, {'stock': '海特高新', '项目': '氮化镓（GaN）衬底', '行业': '半导体材料', 'reason': '布局氮化镓衬底产业链，支持微波雷达等应用'}, {'stock': '闻泰科技', '项目': '氮化镓（GaN）器件', '行业': '半导体器件', 'reason': '生产氮化镓功率器件，适用于高功率高频场景'}, {'stock': '三安光电', '项目': '氮化镓（GaN）器件', '行业': '半导体器件', 'reason': '制造氮化镓射频器件，应用于5G通信领域'}, {'stock': '捷捷微电', '项目': '氮化镓（GaN）器件', '行业': '半导体器件', 'reason': '开发氮化镓功率器件，满足高频高压需求'}, {'stock': '联动科技', '项目': '氮化镓（GaN）器件', '行业': '半导体器件', 'reason': '提供氮化镓器件封装测试服务'}, {'stock': '赛微电子', '项目': '氮化镓（GaN）外延', '行业': '半导体外延', 'reason': '专注于氮化镓外延材料生长技术'}, {'stock': '海陆重工', '项目': '氮化镓（GaN）外延', '行业': '半导体外延', 'reason': '布局氮化镓外延产业链环节'}, {'stock': '聚灿光电', '项目': '氮化镓（GaN）外延', '行业': '半导体外延', 'reason': '研发氮化镓外延片制造技术'}, {'stock': '三安光电', '项目': '碳化硅（SiC）全链', '行业': '半导体', 'reason': '覆盖碳化硅全产业链，适用于新能源汽车等高压领域'}, {'stock': '露笑科技', '项目': '碳化硅（SiC）衬底', '行业': '半导体材料', 'reason': '生产碳化硅衬底材料，用于高压功率器件'}, {'stock': '楚江新材', '项目': '碳化硅（SiC）衬底', '行业': '半导体材料', 'reason': '研发碳化硅衬底技术，支持新能源汽车应用'}, {'stock': '天岳先进', '项目': '碳化硅（SiC）衬底', '行业': '半导体材料', 'reason': '专注于碳化硅衬底制造，适用于轨道交通领域'}, {'stock': '东尼电子', '项目': '碳化硅（SiC）衬底', '行业': '半导体材料', 'reason': '布局碳化硅衬底产能，满足工控需求'}, {'stock': '华润微', '项目': '碳化硅（SiC）器件', '行业': '半导体器件', 'reason': '生产碳化硅功率器件，应用于新能源汽车领域'}, {'stock': '扬杰科技', '项目': '碳化硅（SiC）器件', '行业': '半导体器件', 'reason': '开发碳化硅器件，适用于高压电力电子系统'}, {'stock': '捷捷微电', '项目': '碳化硅（SiC）器件', '行业': '半导体器件', 'reason': '布局碳化硅功率器件研发生产'}, {'stock': '华微电子', '项目': '碳化硅（SiC）器件', '行业': '半导体器件', 'reason': '制造碳化硅器件，满足高压高频应用场景'}, {'stock': '斯达半导', '项目': '碳化硅（SiC）器件', '行业': '半导体器件', 'reason': '专注碳化硅功率器件设计制造'}, {'stock': '晶盛机电', '项目': '碳化硅（SiC）外延', '行业': '半导体外延', 'reason': '提供碳化硅外延设备及技术服务'}, {'stock': '北方华创', '项目': '碳化硅（SiC）外延', '行业': '半导体设备', 'reason': '研发碳化硅外延工艺设备'}, {'stock': '民德电子', '项目': '碳化硅（SiC）外延', '行业': '半导体外延', 'reason': '布局碳化硅外延产业链环节'}]}];
// 动态生成股票表格
function generateStockTable() {
const tableBody = document.getElementById('stockTableBody');
const stocks = stockData[0]['第三代半导体（240610）'];
stocks.forEach((stock, index) => {
const row = document.createElement('tr');
row.className = index % 2 === 0 ? 'bg-white border-b table-hover' : 'bg-gray-50 border-b table-hover';
// 根据项目类型设置不同的标识颜色
let projectBadgeClass = '';
if (stock['项目'].includes('GaN')) {
projectBadgeClass = 'bg-blue-100 text-blue-800';
} else if (stock['项目'].includes('SiC')) {
projectBadgeClass = 'bg-green-100 text-green-800';
}
row.innerHTML = `
<td class="px-6 py-4 font-medium text-gray-900">${stock['stock']}</td>
<td class="px-6 py-4">
<span class="px-2 py-1 text-xs font-medium rounded-full ${projectBadgeClass}">
${stock['项目']}
</span>
</td>
<td class="px-6 py-4">${stock['行业']}</td>
<td class="px-6 py-4 text-gray-700">${stock['reason']}</td>
`;
tableBody.appendChild(row);
});
}
// 页面加载时生成表格
document.addEventListener('DOMContentLoaded', generateStockTable);
</script>
</body>
</html>
```