554 lines
27 KiB
HTML
554 lines
27 KiB
HTML
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<title>光芯片产业分析报告</title>
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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margin: 1rem 0;
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border-radius: 0.375rem;
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}
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.table-container {
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overflow-x: auto;
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margin-bottom: 1rem;
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">光芯片产业分析报告</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">
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深度解析光芯片产业现状、发展趋势与投资机会
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</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 gradient-text">核心观点摘要</h2>
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<div class="highlight-box">
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<p class="text-lg">
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光芯片正处于<strong class="text-blue-400">"政策+技术+需求"三重共振的爆发前夜</strong>：短期看<strong class="text-purple-400">2025年国产替代破冰</strong>（100G EML/CW光源批量出货），中期看<strong class="text-blue-400">AI算力与激光雷达双轮驱动</strong>（2026年需求翻倍），长期看<strong class="text-purple-400">硅光/CPO技术重构产业链</strong>。当前国产化率<strong class="text-red-400"><5%（25G以上）</strong>，但政策强制+海外产能缺口+技术突破，<strong class="text-green-400">3-5年渗透率有望提升至20%+</strong>。
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</p>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text">概念事件时间线</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="text-blue-400 font-medium">2024-10-21</div>
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<h3 class="text-lg font-semibold mt-1">广东省发布产业创新发展行动方案</h3>
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<p class="text-gray-300 mt-2">
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明确刻蚀机、键合机、外延生长设备等关键装备国产化替代目标，并设定2030年突破10项以上核心技术。
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</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="text-blue-400 font-medium">2024-08-08</div>
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<h3 class="text-lg font-semibold mt-1">清华大学发布"太极-Ⅱ"光芯片</h3>
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<p class="text-gray-300 mt-2">
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首次实现大规模神经网络原位光训练，成果发表于《自然》，标志AI算力芯片技术突破。
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</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="text-blue-400 font-medium">2025-02-13</div>
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<h3 class="text-lg font-semibold mt-1">天风通信指出国产光芯片破冰之年</h3>
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<p class="text-gray-300 mt-2">
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CW光源、100G EML将批量进入国内外供应链，叠加激光雷达需求（2024年国内装机量150万颗，同比+160%）。
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</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="text-blue-400 font-medium">2025-07-11</div>
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<h3 class="text-lg font-semibold mt-1">广发通信强调光芯片是最紧张环节</h3>
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<p class="text-gray-300 mt-2">
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2026年需求或翻倍增长，海外扩产慢（Lumentum EML产能仅增40%），国产替代窗口期明确。
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</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-4 gradient-text">核心驱动力</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-lg font-semibold text-blue-400 mb-2">技术突破</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-300">
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<li>"太极-Ⅱ"光芯片实现AI训练光计算，验证光芯片在算力场景的颠覆性潜力（清华团队）</li>
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<li>源杰科技100G EML已送样北美客户，长光华芯VCSEL通过车载雷达验证，技术代差缩小至1-2年（路演数据）</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-purple-400 mb-2">政策强制</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-300">
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<li>广东方案明确关键设备国产化率（外延设备、测试仪），并配套工业设备更新补贴</li>
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<li>直接降低IDM模式扩产成本</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-green-400 mb-2">供需缺口</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-300">
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<li>2026年全球800G+1.6T光模块需求预计3000万只（天风通信）</li>
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<li>对应2.4亿颗光芯片（8颗/模块），而海外产能仅能满足60%（Lumentum扩产40%）</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-4 gradient-text">市场热度与预期差</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-lg font-semibold text-blue-400 mb-2">市场热度</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-300">
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<li><strong>研报密度</strong>：2024年10月后，天风/广发/国君等7家券商密集发布光芯片专题，"加配正当时"成为共识</li>
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<li><strong>情绪指标</strong>：仕佳光子6个月涨幅100%（天风通信），但估值仍低于2020年光模块龙头启动期（PE 50x vs 历史80x）</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-purple-400 mb-2">预期差分析</h3>
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<ul class="list-disc pl-5 space-y-2 text-gray-300">
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<li><strong>激光雷达第二曲线</strong>：光芯片占激光雷达成本10-20%，2025年国内车载激光雷达需求或达500万颗（盖世汽车），但当前估值未充分反映</li>
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<li><strong>CPO技术重构</strong>：硅光方案需大功率CW光源（70-100mW），源杰科技/仕佳光子已量产，但市场仍聚焦传统EML路径</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-4 gradient-text">近期催化剂（3-6个月）</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<h3 class="text-lg font-semibold">2025Q1-Q2：源杰科技100G EML北美客户订单落地</h3>
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<p class="text-gray-300 mt-1">路演提及"数千万大单"</p>
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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="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<h3 class="text-lg font-semibold">2025Q2：广东省设备补贴细则出台</h3>
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<p class="text-gray-300 mt-1">直接降低IDM产线折旧成本（当前折旧占比50-60%）</p>
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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="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
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<h3 class="text-lg font-semibold">2025Q3：激光雷达VCSEL芯片通过华为/禾赛认证</h3>
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<p class="text-gray-300 mt-1">长光华芯已小批量供货</p>
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</div>
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</div>
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</div>
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</div>
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-4 gradient-text">长期路径（2025-2030）</h2>
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<div class="space-y-4">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-400 mb-2">阶段1（2025-2026）</h3>
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<p class="text-gray-300">国产100G EML/CW光源渗透率从5%→15%，替代三菱/Lumentum份额</p>
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</div>
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<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-purple-400 mb-2">阶段2（2027-2028）</h3>
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<p class="text-gray-300">硅光/CPO技术成熟，CW光源需求再增3倍（单GPU需16-32颗）</p>
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</div>
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<div class="bg-green-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-green-400 mb-2">阶段3（2029-2030）</h3>
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<p class="text-gray-300">光计算芯片商业化，AI训练芯片市场规模或达100亿美元（类比GPU路径）</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 gradient-text">产业链与核心公司</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-400 mb-2">上游</h3>
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<p class="text-gray-300">云南锗业（磷化铟衬底，唯一A股标的）、中微公司（刻蚀设备）</p>
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</div>
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<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-purple-400 mb-2">中游</h3>
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<p class="text-gray-300">IDM模式：源杰科技（100G EML）、长光华芯（VCSEL）、仕佳光子（AWG+CW光源）</p>
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</div>
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<div class="bg-green-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-green-400 mb-2">下游</h3>
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<p class="text-gray-300">中际旭创（硅光模块）、新易盛（800G模块）、华为（车载激光雷达）</p>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-lg overflow-hidden">
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<thead>
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<tr class="bg-gray-700 bg-opacity-50">
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<th class="py-3 px-4 text-left text-blue-400 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-purple-400 font-semibold">技术路线</th>
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<th class="py-3 px-4 text-left text-green-400 font-semibold">进展验证</th>
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<th class="py-3 px-4 text-left text-red-400 font-semibold">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-700">
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<td class="py-3 px-4 font-medium">源杰科技</td>
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<td class="py-3 px-4">100G EML+CW光源</td>
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<td class="py-3 px-4">北美客户送样通过，Q2批量订单</td>
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<td class="py-3 px-4">产能爬坡不及预期（折旧高）</td>
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</tr>
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<tr class="border-b border-gray-700">
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<td class="py-3 px-4 font-medium">长光华芯</td>
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<td class="py-3 px-4">VCSEL+EML</td>
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<td class="py-3 px-4">车载雷达芯片量产，华为认证中</td>
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<td class="py-3 px-4">工业激光业务拖累现金流</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-medium">仕佳光子</td>
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<td class="py-3 px-4">AWG+CW光源</td>
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<td class="py-3 px-4">400G AWG批量供货，1.6T在研</td>
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<td class="py-3 px-4">无源芯片竞争激烈（毛利率30%）</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 潜在风险与挑战 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 gradient-text">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div>
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<h3 class="text-lg font-semibold text-red-400 mb-3">技术风险</h3>
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<ul class="space-y-2 text-gray-300">
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<li class="flex items-start">
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<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
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<span>100G EML良率：国内厂商良率<50%（海外>80%），导致成本劣势</span>
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</li>
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<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-red-500 mt-1 mr-2"></i>
|
||
<span>硅光耦合：CW光源与硅光芯片耦合效率<70%（需>85%才能商用）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-yellow-400 mb-3">商业化风险</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
|
||
<span>价格战：2025年800G光模块降价30%（LightCounting），可能挤压光芯片利润</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
|
||
<span>客户认证：激光雷达芯片需18个月车规认证（AEC-Q100），进度可能延迟</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-orange-400 mb-3">政策与竞争风险</h3>
|
||
<ul class="space-y-2 text-gray-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-ban text-orange-500 mt-1 mr-2"></i>
|
||
<span>美国技术管制：磷化铟外延设备（如Aixtron MOCVD）仍依赖进口，存在断供风险</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-ban text-orange-500 mt-1 mr-2"></i>
|
||
<span>内卷竞争：国内>20家企业布局25G芯片（路演统计），可能重演光伏价格战</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 gradient-text">综合结论与投资启示</h2>
|
||
<div class="highlight-box mb-6">
|
||
<p class="text-lg">
|
||
<strong class="text-blue-400">阶段判断</strong>：光芯片已从<strong class="text-purple-400">主题炒作</strong>（2023年概念期）进入<strong class="text-green-400">基本面驱动</strong>（2025年订单验证期），<strong class="text-red-400">2025Q2-Q3为关键验证窗口</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-blue-400 mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-300 mb-1">最纯标的</h4>
|
||
<p class="text-gray-300">源杰科技（100G EML唯一量产+CW光源硅光配套），估值未反映激光雷达期权</p>
|
||
</div>
|
||
<div class="bg-purple-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-purple-300 mb-1">弹性标的</h4>
|
||
<p class="text-gray-300">仕佳光子（AWG芯片+CW光源，1.6T光模块弹性最大）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-purple-400 mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-bold">1</div>
|
||
<p class="text-gray-300">源杰科技：2025年100G EML出货量（目标500万颗 vs 2024年0颗）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-bold">2</div>
|
||
<p class="text-gray-300">行业数据：2025Q2 800G光模块招标量（若>1000万只，将触发板块主升浪）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 flex-shrink-0 text-sm font-bold">3</div>
|
||
<p class="text-gray-300">政策催化：广东省设备补贴落地金额（每万片产能补贴500万元可覆盖折旧成本30%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 gradient-text">关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-gray-800 bg-opacity-50 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-blue-400 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-purple-400 font-semibold">项目/产品/技术</th>
|
||
<th class="py-3 px-4 text-left text-green-400 font-semibold">产业链位置</th>
|
||
<th class="py-3 px-4 text-left text-yellow-400 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#8b5cf6",
|
||
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
|
||
});
|
||
|
||
// 填充股票数据
|
||
const stockData = [{'光芯片（241021）': [{'stock': '华岭股份', '项目': '硅光芯片测试方案', '产业链': '光芯片研发', 'reason': '前瞻性的光芯片技术研发主要包括硅光芯片测试方案'}, {'stock': '太辰光', '项目': '光器件及组件、光收发系统', '产业链': '光通信设备', 'reason': '公司具备光器件及组件、光收发系统等封装集成能力'}, {'stock': '乾照光电', '市场地位': '红黄光芯片市场份额30%', '产业链': 'LED芯片', 'reason': '目前公司的红黄光芯片约占国内市场份额的30%'}, {'stock': '云南锗业', '产品': '磷化铟、砷化镓晶片', '产业链': '半导体材料', 'reason': '公司生产的磷化铟、砷化镓晶片是下游用户生产光芯片的原材料'}, {'stock': '剑桥科技', '合作项目': '光芯片生产厂商战略合作', '产业链': '光模块', 'reason': '公司与国内外头部光芯片生产厂商有战略性合作'}, {'stock': '上海贝岭', '产品': '脉冲宽度调光芯片', '产业链': '智能照明', 'reason': '研发智能家居领域的模拟/脉冲宽度调光芯片'}, {'stock': '深康佳A', '项目': 'Micro LED技术研发', '产业链': '新型显示', 'reason': '正在按计划推进Micro LED发光芯片的各项研发工作'}, {'stock': '跃岭股份', '产品': '砷化镓半导体激光器芯片', '产业链': '激光芯片', 'reason': '参股公司中石光芯主要研制批量生产基于磷化铟基化合物半导体激光器光芯片'}, {'stock': '罗博特科', '项目': '光芯片测试及贴装', '产业链': '光模块封装', 'reason': '公司控股公司的icontest涉及光芯片相关测试及组装设备'}, {'stock': '万合创科', '投资布局': '深圳博升光电、深圳瑞波光电子', '产业链': '光芯片投资', 'reason': '公司在光芯片领域投资孵化了深圳博升光电科技有限公司、深圳瑞波光电子有限公司等企业'}, {'stock': '可川科技', '技术储备': '光芯片封装结构设计', '产业链': '光芯片封装', 'reason': '合资子公司相关团队目前的技术储备主要集中在光芯片封装结构设计环节'}, {'stock': '辰安科技', '技术应用': '激光光谱、高灵敏度甲烷探测', '产业链': '光传感', 'reason': '公司对光芯片领域布局孵化了产业公司，突破激光光谱、高灵敏度甲烷探测传感器等关键技术'}, {'stock': '长光华芯', '产品': '半导体激光芯片及器件', '产业链': '激光芯片', 'reason': '公司主营业务为半导体激光芯片及其器件'}, {'stock': '联特科技', '能力': '光芯片到光器件设计制造', '产业链': '光通信', 'reason': '公司具备的是光芯片到光器件的设计制造能力'}, {'stock': '武汉凡谷', '产品': '全系列光芯片', '产业链': '光通信', 'reason': '光通信领域国内首家独立的全系列光芯片供应商'}, {'stock': '德明利', '产品': 'vcse1光芯片', '产业链': '光通信', 'reason': '公司有vcse1光芯片产品应用'}, {'stock': '聚飞光电', '产品': '硅光芯片用硅光芯片', '产业链': '光模块', 'reason': '参股子公司聚慕芯光的硅光芯片可以用作CPO'}, {'stock': '赛微电子', '产品': 'DFB和EML光芯片、CW光源', '产业链': '光通信', 'reason': '公司目前光通信领域的产品包括2.5G、10G、25G、50G的DFB和EML光芯片、CW光源等产品'}, {'stock': '万通发展', '投资关系': '实控人贾丽尔光电股权', '产业链': '光芯片投资', 'reason': '公司筹划实控人贾丽尔光电不低于51%的股权，其主要产品包括光芯片、光组件和光模块'}, {'stock': '烽火通信', '产品': '400G硅光芯片', '产业链': '光通信', 'reason': '其中，真激光系列采用的400G硅光芯片为烽火内部自研'}]}]}];
|
||
|
||
const stockTableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['光芯片（241021）'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-gray-700 hover:bg-gray-700 hover:bg-opacity-30 transition-colors';
|
||
|
||
// 获取项目/产品/技术
|
||
let projectProductTech = '';
|
||
if (stock['项目']) projectProductTech = stock['项目'];
|
||
else if (stock['产品']) projectProductTech = stock['产品'];
|
||
else if (stock['市场地位']) projectProductTech = stock['市场地位'];
|
||
else if (stock['合作项目']) projectProductTech = stock['合作项目'];
|
||
else if (stock['技术储备']) projectProductTech = stock['技术储备'];
|
||
else if (stock['能力']) projectProductTech = stock['能力'];
|
||
else if (stock['投资布局']) projectProductTech = stock['投资布局'];
|
||
else if (stock['技术应用']) projectProductTech = stock['技术应用'];
|
||
else if (stock['投资关系']) projectProductTech = stock['投资关系'];
|
||
|
||
row.innerHTML = `
|
||
<td class="py-3 px-4 font-medium">${stock['stock']}</td>
|
||
<td class="py-3 px-4">${projectProductTech}</td>
|
||
<td class="py-3 px-4">${stock['产业链']}</td>
|
||
<td class="py-3 px-4">${stock['reason']}</td>
|
||
`;
|
||
|
||
stockTableBody.appendChild(row);
|
||
});
|
||
|
||
// 添加页面滚动动画
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card').forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |