feat: 10.10线上最新代码提交
This commit is contained in:
zdl
703
public/htmls/2025智能眼镜浪潮.html
Normal file
703
public/htmls/2025智能眼镜浪潮.html
Normal file
@@ -0,0 +1,703 @@
|
||||
|
||||
<!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>2025智能眼镜浪潮 - 行业洞察报告</title>
|
||||
|
||||
<!-- Google Fonts -->
|
||||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||||
|
||||
<!-- Font Awesome Icons -->
|
||||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||||
|
||||
<!-- Tailwind CSS -->
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||||
|
||||
<!-- Daisy UI -->
|
||||
<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" />
|
||||
|
||||
<!-- Custom CSS -->
|
||||
<style>
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.glass-effect {
|
||||
background: rgba(255, 255, 255, 0.05);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||||
}
|
||||
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #60a5fa 0%, #a78bfa 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.3);
|
||||
}
|
||||
|
||||
.timeline-dot {
|
||||
width: 12px;
|
||||
height: 12px;
|
||||
background: #60a5fa;
|
||||
border-radius: 50%;
|
||||
position: absolute;
|
||||
left: -6px;
|
||||
top: 6px;
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
width: 2px;
|
||||
background: rgba(96, 165, 250, 0.3);
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 18px;
|
||||
bottom: 0;
|
||||
}
|
||||
|
||||
.table-container {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
@media (max-width: 768px) {
|
||||
.table-container {
|
||||
font-size: 0.875rem;
|
||||
}
|
||||
}
|
||||
|
||||
.particle-bg {
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
z-index: -1;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="text-gray-100">
|
||||
<!-- Particle Background -->
|
||||
<div id="particles-js" class="particle-bg"></div>
|
||||
|
||||
<!-- Main Container -->
|
||||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||||
<!-- Header Section -->
|
||||
<div class="text-center mb-12">
|
||||
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">2025智能眼镜浪潮</h1>
|
||||
<p class="text-xl text-gray-300">从"小众极客"向"大众消费"跨越的元年</p>
|
||||
</div>
|
||||
|
||||
<!-- Concept Event Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-calendar-alt text-blue-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">概念事件</h2>
|
||||
</div>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">背景</h3>
|
||||
<p class="text-gray-300 mb-4">
|
||||
2024年12月起，Meta Ray-Ban AI眼镜全球销量突破<strong class="text-blue-400">220万台</strong>（占2024年全球AI眼镜销量的<strong class="text-blue-400">94%</strong>），验证C端需求；国内小米、华为、百度、雷鸟等品牌密集发布新品，2025年预计推出<strong class="text-blue-400">10+款AI眼镜</strong>。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">催化时间轴</h3>
|
||||
<div class="relative pl-6">
|
||||
<div class="timeline-line"></div>
|
||||
<div class="relative mb-4">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="ml-4">
|
||||
<p class="font-semibold text-blue-400">2024Q4</p>
|
||||
<p class="text-sm text-gray-400">Meta应用下载量暴涨200%，华为/小米/百度等官宣2025年产品计划</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="relative mb-4">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="ml-4">
|
||||
<p class="font-semibold text-blue-400">2025Q1</p>
|
||||
<p class="text-sm text-gray-400">CES 2025展示雷鸟V3、联想Legion Glasses 2等新品</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="ml-4">
|
||||
<p class="font-semibold text-blue-400">2025Q2-Q3</p>
|
||||
<p class="text-sm text-gray-400">小米AI眼镜量产、Meta Oakley运动版发布</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Viewpoints Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-lightbulb text-yellow-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">核心观点摘要</h2>
|
||||
</div>
|
||||
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-xl p-4">
|
||||
<h3 class="text-lg font-semibold mb-2 text-blue-300">阶段判断</h3>
|
||||
<p class="text-sm text-gray-300">
|
||||
2025年是AI眼镜从"小众极客"向"大众消费"跨越的<strong class="text-yellow-400">元年</strong>，技术（轻量化+AI大模型）与供应链（成本下降50%+）已具备放量条件。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 rounded-xl p-4">
|
||||
<h3 class="text-lg font-semibold mb-2 text-green-300">核心驱动力</h3>
|
||||
<p class="text-sm text-gray-300">
|
||||
<strong class="text-yellow-400">端侧AI刚需化</strong>（语音/视觉交互）+<strong class="text-yellow-400">传统眼镜渠道价值重估</strong>（验光配镜不可替代）+<strong class="text-yellow-400">巨头生态卡位</strong>（Meta/小米/华为）。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-4">
|
||||
<h3 class="text-lg font-semibold mb-2 text-purple-300">未来潜力</h3>
|
||||
<p class="text-sm text-gray-300">
|
||||
2035年全球渗透率或达<strong class="text-yellow-400">70%</strong>（国君预测），市场规模对标智能手机（年销量<strong class="text-yellow-400">14亿副</strong>）。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Logic Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-brain text-purple-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">核心逻辑与市场认知分析</h2>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-purple-300">核心驱动力</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-microchip text-blue-400 mr-2"></i>
|
||||
<h4 class="font-semibold">技术突破</h4>
|
||||
</div>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• 高通AR1+芯片功耗降低7%</li>
|
||||
<li>• 光波导量产良率提升至<strong class="text-blue-400">75%</strong></li>
|
||||
<li>• 重量降至<strong class="text-blue-400">40g以下</strong></li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-dollar-sign text-green-400 mr-2"></i>
|
||||
<h4 class="font-semibold">成本拐点</h4>
|
||||
</div>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• 国产SoC替代高通方案</li>
|
||||
<li>• BOM成本从<strong class="text-green-400">1200元降至600元</strong></li>
|
||||
<li>• 终端价下探至<strong class="text-green-400">999元</strong></li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-users text-yellow-400 mr-2"></i>
|
||||
<h4 class="font-semibold">场景刚需</h4>
|
||||
</div>
|
||||
<ul class="text-sm text-gray-300 space-y-1">
|
||||
<li>• AI实时翻译（21种语言）</li>
|
||||
<li>• 运动拍摄（Meta Oakley）</li>
|
||||
<li>• 近视矫正（博士眼镜渠道）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-purple-300">市场热度</h3>
|
||||
<p class="text-gray-300 mb-3">
|
||||
2024年12月至今，<strong class="text-yellow-400">博士眼镜/明月镜片/康耐特光学</strong>涨幅超50%，但机构对出货量预测分歧大（<strong class="text-yellow-400">200万 vs 550万</strong>）。
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-purple-300">预期差</h3>
|
||||
<div class="space-y-2">
|
||||
<div class="bg-red-900/20 border border-red-800/50 rounded-lg p-3">
|
||||
<p class="font-semibold text-red-400">被高估</p>
|
||||
<p class="text-sm text-gray-300">市场过度关注"AR显示"，实际<strong class="text-red-400">AI拍摄眼镜</strong>（无屏幕）才是短期主流（Meta销量占比96%）。</p>
|
||||
</div>
|
||||
<div class="bg-green-900/20 border border-green-800/50 rounded-lg p-3">
|
||||
<p class="font-semibold text-green-400">被低估</p>
|
||||
<p class="text-sm text-gray-300">传统眼镜渠道（博士眼镜500+门店）的<strong class="text-green-400">验配服务</strong>是产业链护城河，而非单纯硬件制造。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Catalysts Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-rocket text-orange-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">关键催化剂与未来发展路径</h2>
|
||||
</div>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-orange-300">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">1</div>
|
||||
<div>
|
||||
<p class="font-semibold text-orange-400">2025年4月</p>
|
||||
<p class="text-sm text-gray-300">小米AI眼镜发布（对标Meta，价格或低于2000元）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">2</div>
|
||||
<div>
|
||||
<p class="font-semibold text-orange-400">2025年6月</p>
|
||||
<p class="text-sm text-gray-300">Meta Oakley运动版上市（骑行场景渗透10亿用户）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-orange-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-0.5">3</div>
|
||||
<div>
|
||||
<p class="font-semibold text-orange-400">政策端</p>
|
||||
<p class="text-sm text-gray-300">中国信通院AI眼镜入网标准落地，推动强制性安全规范</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-orange-300">长期路径</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-3">
|
||||
<p class="font-semibold text-blue-400">2025-2026</p>
|
||||
<p class="text-sm text-gray-300">AI眼镜销量从<strong class="text-blue-400">500万→1000万台</strong>，功能聚焦"AI+拍摄"</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-purple-900/30 to-pink-900/30 rounded-lg p-3">
|
||||
<p class="font-semibold text-purple-400">2027-2029</p>
|
||||
<p class="text-sm text-gray-300">AR+AI融合（光波导成本降至50美元），苹果入局推动生态统一</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-pink-900/30 to-red-900/30 rounded-lg p-3">
|
||||
<p class="font-semibold text-pink-400">2030+</p>
|
||||
<p class="text-sm text-gray-300">替代50%传统眼镜，年销量<strong class="text-pink-400">5亿副</strong>，镜片定制化溢价10倍</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-sitemap text-cyan-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">产业链与核心公司深度剖析</h2>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-cyan-300">产业链图谱</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-gradient-to-br from-blue-900/30 to-cyan-900/30 rounded-xl p-4">
|
||||
<h4 class="font-semibold mb-2 text-blue-300">上游</h4>
|
||||
<p class="text-sm text-gray-300">光学（水晶光电/蓝特光学）、芯片（恒玄科技/瑞芯微）、传感器（韦尔股份）</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 rounded-xl p-4">
|
||||
<h4 class="font-semibold mb-2 text-green-300">中游</h4>
|
||||
<p class="text-sm text-gray-300">ODM（歌尔股份/天键股份）、镜片（明月镜片/康耐特光学）</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-purple-900/30 to-pink-900/30 rounded-xl p-4">
|
||||
<h4 class="font-semibold mb-2 text-purple-300">下游</h4>
|
||||
<p class="text-sm text-gray-300">渠道（博士眼镜）、品牌（小米/华为/雷鸟）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-cyan-300">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-3 px-4 text-cyan-300">公司</th>
|
||||
<th class="text-left py-3 px-4 text-cyan-300">角色</th>
|
||||
<th class="text-left py-3 px-4 text-cyan-300">进展</th>
|
||||
<th class="text-left py-3 px-4 text-cyan-300">风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 font-semibold text-blue-400">博士眼镜</td>
|
||||
<td class="py-3 px-4">渠道龙头</td>
|
||||
<td class="py-3 px-4">与雷鸟/华为合作，500家门店提供验配服务，<strong class="text-green-400">单店利润翻倍</strong></td>
|
||||
<td class="py-3 px-4">过度依赖品牌方订单</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 font-semibold text-blue-400">明月镜片</td>
|
||||
<td class="py-3 px-4">镜片技术</td>
|
||||
<td class="py-3 px-4">与小米合作3P产品，1.74折射率镜片量产，<strong class="text-green-400">单价提升3倍</strong></td>
|
||||
<td class="py-3 px-4">传统镜片业务拖累估值</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800">
|
||||
<td class="py-3 px-4 font-semibold text-blue-400">恒玄科技</td>
|
||||
<td class="py-3 px-4">芯片替代</td>
|
||||
<td class="py-3 px-4">BES2700系列切入小米供应链，<strong class="text-green-400">功耗降低30%</strong>，替代高通</td>
|
||||
<td class="py-3 px-4">技术迭代不及高通</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-semibold text-blue-400">歌尔股份</td>
|
||||
<td class="py-3 px-4">ODM龙头</td>
|
||||
<td class="py-3 px-4">代工Meta/小米，<strong class="text-green-400">2025年产能翻倍</strong>，但毛利率仅10%</td>
|
||||
<td class="py-3 px-4">价格战压缩利润</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Risks Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-exclamation-triangle text-red-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">潜在风险与挑战</h2>
|
||||
</div>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-900/20 border border-red-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-microchip text-red-400 mr-2"></i>
|
||||
<h3 class="font-semibold text-red-400">技术风险</h3>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">光波导量产良率仍低于<strong class="text-red-400">50%</strong>（广发轻工），MicroLED成本超100美元。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-orange-900/20 border border-orange-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-shopping-cart text-orange-400 mr-2"></i>
|
||||
<h3 class="font-semibold text-orange-400">商业化风险</h3>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">消费者换机周期<strong class="text-orange-400">2年</strong>（快于传统眼镜），但<strong class="text-orange-400">续航<7小时</strong>限制使用场景。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-yellow-900/20 border border-yellow-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-gavel text-yellow-400 mr-2"></i>
|
||||
<h3 class="font-semibold text-yellow-400">政策风险</h3>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">摄像头隐私争议（Meta在欧盟被调查），中国或强制要求<strong class="text-yellow-400">数据本地化</strong>。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-900/20 border border-purple-800/50 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<i class="fas fa-chart-line text-purple-400 mr-2"></i>
|
||||
<h3 class="font-semibold text-purple-400">信息矛盾</h3>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">IDC预测中国2025年销量<strong class="text-purple-400">280万台</strong>，但部分渠道反馈"库存积压"（需跟踪Q2出货数据）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Conclusion Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-trophy text-yellow-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<div class="bg-gradient-to-r from-yellow-900/30 to-orange-900/30 rounded-xl p-4 mb-4">
|
||||
<h3 class="text-lg font-semibold mb-2 text-yellow-300">阶段判断</h3>
|
||||
<p class="text-gray-300">处于<strong class="text-yellow-400">主题炒作向基本面过渡</strong>阶段，2025年Q2销量数据是分水岭。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">投资方向</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-gradient-to-r from-green-900/30 to-teal-900/30 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-green-500 text-white text-xs px-2 py-1 rounded mr-2">最确定</span>
|
||||
<h4 class="font-semibold text-green-400">博士眼镜</h4>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">渠道垄断+验配刚需，目标市值看<strong class="text-green-400">200亿</strong>（当前100亿，PS 5x）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-r from-blue-900/30 to-cyan-900/30 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-blue-500 text-white text-xs px-2 py-1 rounded mr-2">弹性最大</span>
|
||||
<h4 class="font-semibold text-blue-400">恒玄科技</h4>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">国产芯片替代，2025年AI眼镜SoC出货量或达<strong class="text-blue-400">500万颗</strong>（占营收30%）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-gradient-to-r from-purple-900/30 to-pink-900/30 rounded-lg p-4">
|
||||
<div class="flex items-center mb-2">
|
||||
<span class="bg-purple-500 text-white text-xs px-2 py-1 rounded mr-2">长期价值</span>
|
||||
<h4 class="font-semibold text-purple-400">明月镜片</h4>
|
||||
</div>
|
||||
<p class="text-sm text-gray-300">定制化镜片溢价，AR光波导镜片单价或达<strong class="text-purple-400">2000元/副</strong></p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-yellow-300">跟踪指标</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-gray-800/50 rounded-lg p-3">
|
||||
<p class="font-semibold text-blue-400">Meta 2025Q2出货量</p>
|
||||
<p class="text-sm text-gray-400">验证500万目标</p>
|
||||
</div>
|
||||
<div class="bg-gray-800/50 rounded-lg p-3">
|
||||
<p class="font-semibold text-green-400">小米AI眼镜首销数据</p>
|
||||
<p class="text-sm text-gray-400">天猫/京东预售量</p>
|
||||
</div>
|
||||
<div class="bg-gray-800/50 rounded-lg p-3">
|
||||
<p class="font-semibold text-purple-400">博士眼镜智能眼镜收入占比</p>
|
||||
<p class="text-sm text-gray-400">2024年<5%，2025年目标20%</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-red-900/20 border border-red-800/50 rounded-lg p-4">
|
||||
<p class="text-red-400 font-semibold mb-1">风险提示</p>
|
||||
<p class="text-sm text-gray-300">若2025年全球销量低于<strong class="text-red-400">300万台</strong>，产业链估值将面临系统性回调。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stock Data Section -->
|
||||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||||
<div class="flex items-center mb-4">
|
||||
<i class="fas fa-chart-line text-green-400 text-2xl mr-3"></i>
|
||||
<h2 class="text-2xl font-bold">关联股票数据</h2>
|
||||
</div>
|
||||
|
||||
<div class="space-y-6">
|
||||
<!-- 小米眼镜 -->
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-green-300">小米眼镜(250625)</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-2 px-3 text-green-300">股票名称</th>
|
||||
<th class="text-left py-2 px-3 text-green-300">分类</th>
|
||||
<th class="text-left py-2 px-3 text-green-300">业务相关</th>
|
||||
<th class="text-left py-2 px-3 text-green-300">消息来源</th>
|
||||
<th class="text-left py-2 px-3 text-green-300">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">商络电子</td>
|
||||
<td class="py-2 px-3">明确相关</td>
|
||||
<td class="py-2 px-3">公司为小米智能眼镜间接供应被动器件和射频器件等产品</td>
|
||||
<td class="py-2 px-3">互动</td>
|
||||
<td class="py-2 px-3">为小米智能眼镜提供被动器件和射频器件</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">博士眼镜</td>
|
||||
<td class="py-2 px-3">明确相关</td>
|
||||
<td class="py-2 px-3">2025年合作智能眼镜品牌小米mijia（销售渠道）</td>
|
||||
<td class="py-2 px-3">公告</td>
|
||||
<td class="py-2 px-3">合作小米mijia智能眼镜品牌</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">明月镜片</td>
|
||||
<td class="py-2 px-3">明确相关</td>
|
||||
<td class="py-2 px-3">公司在智能眼镜方面充分布局，和小米在进行初步接触沟通</td>
|
||||
<td class="py-2 px-3">调研</td>
|
||||
<td class="py-2 px-3">与小米在智能眼镜领域初步接触</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">歌尔股份</td>
|
||||
<td class="py-2 px-3">潜在代工</td>
|
||||
<td class="py-2 px-3">网传公司代工小米眼镜，公司互动表示基于保密原则不便评论</td>
|
||||
<td class="py-2 px-3">网传/互动</td>
|
||||
<td class="py-2 px-3">网传代工小米眼镜但未明确证实</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">恒玄科技</td>
|
||||
<td class="py-2 px-3">芯片</td>
|
||||
<td class="py-2 px-3">客户小米，公司主营低功耗无线计算SoC芯片</td>
|
||||
<td class="py-2 px-3">年报</td>
|
||||
<td class="py-2 px-3">供应低功耗无线计算SoC芯片</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 智能眼镜 -->
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-blue-300">智能眼镜（250206）</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-2 px-3 text-blue-300">股票名称</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">分类</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">细分</th>
|
||||
<th class="text-left py-2 px-3 text-blue-300">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">博士眼镜</td>
|
||||
<td class="py-2 px-3">渠道</td>
|
||||
<td class="py-2 px-3">渠道</td>
|
||||
<td class="py-2 px-3">属于智能眼镜销售渠道供应链公司</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">水晶光电</td>
|
||||
<td class="py-2 px-3">光学</td>
|
||||
<td class="py-2 px-3">BirdBath光学结构</td>
|
||||
<td class="py-2 px-3">属于智能眼镜BirdBath光学结构供应链公司</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">恒玄科技</td>
|
||||
<td class="py-2 px-3">芯片</td>
|
||||
<td class="py-2 px-3">SoC</td>
|
||||
<td class="py-2 px-3">属于智能眼镜SoC芯片供应链公司</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">歌尔股份</td>
|
||||
<td class="py-2 px-3">ODM（代工）</td>
|
||||
<td class="py-2 px-3">ODM（代工）</td>
|
||||
<td class="py-2 px-3">属于智能眼镜ODM代工供应链公司</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 阿里夸克AI眼镜 -->
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-3 text-purple-300">阿里夸克AI眼镜(250727)</h3>
|
||||
<div class="table-container">
|
||||
<table class="w-full text-sm">
|
||||
<thead>
|
||||
<tr class="border-b border-gray-700">
|
||||
<th class="text-left py-2 px-3 text-purple-300">股票名称</th>
|
||||
<th class="text-left py-2 px-3 text-purple-300">项目</th>
|
||||
<th class="text-left py-2 px-3 text-purple-300">技术/合作</th>
|
||||
<th class="text-left py-2 px-3 text-purple-300">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">佳禾智能</td>
|
||||
<td class="py-2 px-3">生产消费级AR产品</td>
|
||||
<td class="py-2 px-3">天猫精灵骨传导智能眼镜</td>
|
||||
<td class="py-2 px-3">公司为影目、仙瞬等品牌生产消费级AR产品，并在2024年8月表示有生产天猫精灵骨传导智能眼镜</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">恒玄科技</td>
|
||||
<td class="py-2 px-3">小米AI眼镜芯片</td>
|
||||
<td class="py-2 px-3">BES2800芯片搭载阿里眼镜</td>
|
||||
<td class="py-2 px-3">小米AI眼镜采用其2700系列芯片，BES2800芯片已搭载于阿里眼镜并支持语音待机</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||||
<td class="py-2 px-3 font-medium">博士眼镜</td>
|
||||
<td class="py-2 px-3">智能眼镜验配</td>
|
||||
<td class="py-2 px-3">覆盖70%主流品牌</td>
|
||||
<td class="py-2 px-3">与星纪魅族、雷鸟创新等品牌合作，覆盖70%主流品牌智能眼镜线下验配服务</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Scripts -->
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// Initialize particles
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#60a5fa"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#60a5fa",
|
||||
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
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user