745 lines
32 KiB
HTML
745 lines
32 KiB
HTML
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<!DOCTYPE html>
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>华为5G概念分析报告</title>
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<body>
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<div id="particles-background" class="fixed inset-0 -z-10"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题区域 -->
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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 highlight-text">华为5G概念分析</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">深度解析华为5G产业链政策拐点、技术升级与场景爆发三重共振期</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card-glass rounded-xl p-6 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-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="timeline-container">
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<div class="flex">
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<div class="timeline-line flex-shrink-0"></div>
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<div class="ml-6 space-y-8">
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<div class="flex items-start">
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<div class="timeline-dot w-4 h-4 rounded-full flex-shrink-0 mt-1.5"></div>
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<div class="ml-4">
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<div class="font-medium text-blue-300">2024-04-18</div>
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<div class="mt-1">德国新政府联盟协议删除"可信国家"条款，改为"可信技术标准"，被视为华为5G重返欧洲的信号</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="timeline-dot w-4 h-4 rounded-full flex-shrink-0 mt-1.5" style="background: #8b5cf6;"></div>
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<div class="ml-4">
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<div class="font-medium text-purple-300">2024-06-18</div>
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<div class="mt-1">华为轮值董事长徐直军提出"2025-2030年5G车联网渗透率将由30%升至95%"</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="timeline-dot w-4 h-4 rounded-full flex-shrink-0 mt-1.5" style="background: #ec4899;"></div>
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<div class="ml-4">
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<div class="font-medium text-pink-300">2024-09-26</div>
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<div class="mt-1">中国信通院报告：华为以<span class="font-bold text-yellow-300">18%</span>的5G标准必要专利族占比继续全球第一</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="timeline-dot w-4 h-4 rounded-full flex-shrink-0 mt-1.5" style="background: #10b981;"></div>
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<div class="ml-4">
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<div class="font-medium text-green-300">2024-10-22</div>
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<div class="mt-1">华为率先完成5G-A网络智能化关键技术验证</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="timeline-dot w-4 h-4 rounded-full flex-shrink-0 mt-1.5" style="background: #f59e0b;"></div>
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<div class="ml-4">
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<div class="font-medium text-yellow-300">2025-03-20</div>
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<div class="mt-1">欧洲议会文件显示<span class="font-bold text-yellow-300">14个欧盟国家</span>仍不愿放弃华为5G设备</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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<div class="mt-6 text-sm text-slate-400 italic">
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时间轴清晰表明：政策松绑→技术验证→场景落地→专利壁垒，构成"华为5G"概念的四级催化
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-glass rounded-xl p-6 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-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-5 border border-blue-500/20">
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<p class="text-lg leading-relaxed">
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华为5G正处于<span class="tag tag-blue">政策拐点</span>、<span class="tag tag-purple">技术升级</span>、<span class="tag tag-pink">场景爆发</span>的三重共振期：欧洲市场准入重启打开海外第二成长曲线，5G-A/5.5G技术冻结带来10倍性能跃升，车联网、工业互联网、卫星通信三大场景进入订单兑现期。概念已从主题炒作转入基本面驱动阶段。
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</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card-glass rounded-xl p-6 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-brain mr-3 text-purple-400"></i>
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概念的核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-blue-900/20 rounded-lg p-5 border border-blue-500/20">
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<h3 class="text-lg font-bold mb-3 text-blue-300">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">政策松绑</span>：德国示范效应有望带动意大利、西班牙跟进，欧洲年新增5G基站需求<span class="text-yellow-300">20-30万站</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">技术代际差</span>：5G-A（R18）下行10Gbps/上行1Gbps，毫米波+ELAA天线阵列使单站价值量从<span class="text-yellow-300">6-7千元升至1万元+</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">专利护城河</span>：华为5G专利<span class="text-yellow-300">18%</span>全球第一，5G-A专利已超<span class="text-yellow-300">3000件</span>，形成"技术税"收益
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-purple-900/20 rounded-lg p-5 border border-purple-500/20">
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<h3 class="text-lg font-bold mb-3 text-purple-300">市场热度与情绪</h3>
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<div class="space-y-3">
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<p>4月18日德国消息当日5G板块<span class="text-yellow-300">整体+4.7%</span>，但研报普遍提示"政策落地节奏不确定"，情绪呈"谨慎乐观"。</p>
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<div class="flex items-center mt-4">
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<div class="w-full bg-gray-700 rounded-full h-2.5">
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<div class="bg-gradient-to-r from-blue-500 to-purple-500 h-2.5 rounded-full" style="width: 65%"></div>
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</div>
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<span class="ml-2 text-sm">65%</span>
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</div>
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<p class="text-sm text-slate-400">市场热度指数</p>
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</div>
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</div>
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<div class="bg-pink-900/20 rounded-lg p-5 border border-pink-500/20">
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<h3 class="text-lg font-bold mb-3 text-pink-300">预期差</h3>
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<div class="space-y-3">
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<div>
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<p class="font-medium mb-1">市场共识</p>
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<p>欧洲订单弹性大</p>
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</div>
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<div>
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<p class="font-medium mb-1">被忽视点</p>
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<ul class="space-y-2 text-sm">
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<li>• 5G-A基站对<span class="text-yellow-300">陶瓷滤波器</span>需求3倍增长，而<span class="text-yellow-300">灿勤科技</span>为华为"接近独供"</li>
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<li>• 车联网场景下华为车规模组已获<span class="text-yellow-300">比亚迪、长安</span>定点，2025年车载5G模组出货量有望达<span class="text-yellow-300">500万套</span></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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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card-glass rounded-xl p-6 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-rocket mr-3 text-green-400"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 rounded-lg p-5 border border-green-500/20">
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<h3 class="text-lg font-bold mb-4 text-green-300 flex items-center">
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<i class="fas fa-clock mr-2"></i>
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近期（3-6个月）
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">2024Q3-Q4</span> 中国移动5G-A招标启动，预计规模<span class="text-yellow-300">70-90万站</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">2024H2</span> 华为车载5G模组随问界M9、奇瑞新车型放量，单车价值<span class="text-yellow-300">300-500元</span>
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</div>
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</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-indigo-900/20 to-blue-900/20 rounded-lg p-5 border border-indigo-500/20">
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<h3 class="text-lg font-bold mb-4 text-indigo-300 flex items-center">
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<i class="fas fa-calendar-alt mr-2"></i>
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长期（2025-2030）
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-indigo-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">2025年</span>：5G-A基站累计<span class="text-yellow-300">200万站</span>，车联网渗透率<span class="text-yellow-300">30%</span>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-indigo-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">2027年</span>：6G标准冻结，华为凭借专利池收取<span class="text-yellow-300">3-5%</span>专利费
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</div>
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||
</li>
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||
<li class="flex items-start">
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<i class="fas fa-arrow-right text-indigo-400 mt-1 mr-2"></i>
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<div>
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<span class="font-medium">2030年</span>：卫星+地面融合网络商用，华为终端年出货量重回<span class="text-yellow-300">1亿部</span>
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</div>
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||
</li>
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||
</ul>
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||
</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card-glass rounded-xl p-6 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-sitemap mr-3 text-cyan-400"></i>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-bold mb-3 text-cyan-300">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-cyan-900/20 rounded-lg p-4 border border-cyan-500/20">
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<h4 class="font-bold mb-2 text-cyan-300">上游</h4>
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<p>射频（<span class="text-yellow-300">灿勤科技</span>陶瓷滤波器）、天线（<span class="text-yellow-300">通宇通讯</span>）、光模块（<span class="text-yellow-300">中际旭创</span>）</p>
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</div>
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<div class="bg-cyan-900/20 rounded-lg p-4 border border-cyan-500/20">
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<h4 class="font-bold mb-2 text-cyan-300">中游</h4>
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<p>主设备（<span class="text-yellow-300">华为</span>、中兴通讯）、卫星载荷（<span class="text-yellow-300">中国卫星</span>）</p>
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</div>
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<div class="bg-cyan-900/20 rounded-lg p-4 border border-cyan-500/20">
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<h4 class="font-bold mb-2 text-cyan-300">下游</h4>
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<p>运营商（中国移动）、车企（赛力斯、奇瑞）、工业客户（宝钢、国家电网）</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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<h3 class="text-lg font-bold mb-3 text-cyan-300">核心玩家对比</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-blue-900/20 to-indigo-900/20 rounded-lg p-4 border border-blue-500/20">
|
||
<h4 class="font-bold mb-2 text-blue-300">灿勤科技</h4>
|
||
<p class="text-sm">华为陶瓷滤波器<span class="text-yellow-300">独供</span>，2024年对华为收入<span class="text-yellow-300">3.2亿元</span>，毛利率>50%，弹性最大</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-purple-900/20 to-pink-900/20 rounded-lg p-4 border border-purple-500/20">
|
||
<h4 class="font-bold mb-2 text-purple-300">通宇通讯</h4>
|
||
<p class="text-sm">基站天线份额第二，但毫米波天线已获<span class="text-yellow-300">欧洲运营商</span>测试订单，存在"欧洲重启"期权</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-green-900/20 to-teal-900/20 rounded-lg p-4 border border-green-500/20">
|
||
<h4 class="font-bold mb-2 text-green-300">中兴通讯</h4>
|
||
<p class="text-sm">主设备份额仅次于华为，欧洲市场收入占比<span class="text-yellow-300">15%</span>，政策松绑直接受益</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-bold mb-3 text-cyan-300">验证与证伪</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<div>灿勤科技2024Q1存货环比+40%，与华为5G-A备货节奏吻合</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<div>通宇通讯2023年欧洲收入仅<span class="text-yellow-300">2亿元</span>，若德国订单落地，2024年有望翻倍，当前估值未反映</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-glass rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-500/20">
|
||
<h3 class="font-bold mb-2 text-red-300">技术风险</h3>
|
||
<p>毫米波基站功耗高于Sub-6GHz，需<span class="text-yellow-300">GaN PA</span>良率提升（住友电工供应紧张）</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-500/20">
|
||
<h3 class="font-bold mb-2 text-orange-300">商业化风险</h3>
|
||
<p>欧洲运营商CapEx 2024年仅增长<span class="text-yellow-300">5%</span>，可能压缩5G-A招标规模</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-500/20">
|
||
<h3 class="font-bold mb-2 text-yellow-300">政策风险</h3>
|
||
<p>美国或对德国施压，导致"技术标准"条款再次收紧</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-900/20 rounded-lg p-4 border border-purple-500/20">
|
||
<h3 class="font-bold mb-2 text-purple-300">信息矛盾</h3>
|
||
<p>东北通信预测2024年5G-A基站<span class="text-yellow-300">90万站</span>，而中国移动内部纪要显示"预算未定"，存在<span class="text-yellow-300">30%下修可能</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-glass rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-emerald-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-emerald-900/30 to-teal-900/30 rounded-lg p-5 border border-emerald-500/20 mb-6">
|
||
<p class="text-lg leading-relaxed mb-4">
|
||
<span class="font-bold text-emerald-300">阶段判断</span>：华为5G概念已从"制裁博弈"主题进入"订单+利润"基本面驱动阶段。
|
||
</p>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="font-bold mb-2 text-emerald-300">最具价值方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-400 mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">射频器件</span>：灿勤科技（技术+份额双壁垒）、武汉凡谷（估值修复）
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-400 mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">车载5G</span>：永贵电器（高压连接器+华为车链）
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold mb-2 text-emerald-300">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-bar text-blue-400 mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">2024Q3</span> 中国移动5G-A招标量（<span class="text-yellow-300">>70万站则超预期</span>）
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-bar text-blue-400 mt-1 mr-2"></i>
|
||
<div>
|
||
<span class="font-medium">华为车载5G模组</span>月出货量（<span class="text-yellow-300">>30万套/月为拐点信号</span>）
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card-glass rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-indigo-400"></i>
|
||
华为5G关联股票
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>业务相关</th>
|
||
<th>资料来源</th>
|
||
<th>投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">通宇通讯</td>
|
||
<td><span class="tag tag-blue">天线</span></td>
|
||
<td>微波天线、基站天线等5G基站天线服务方面深度合作</td>
|
||
<td>网络公开资料</td>
|
||
<td>为华为提供5G基站天线相关服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">硕贝德</td>
|
||
<td><span class="tag tag-blue">天线</span></td>
|
||
<td>为华为宏基站提供天线振子代工服务，在5G、5.5G基站天线等多个领域为华为提供产品</td>
|
||
<td>网络公开资料</td>
|
||
<td>天线振子代工及5G/5.5G基站天线产品供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">盛路通信</td>
|
||
<td><span class="tag tag-blue">天线</span></td>
|
||
<td>在毫米波领域一直保持良好合作关系</td>
|
||
<td>搜互动</td>
|
||
<td>毫米波领域合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信科移动</td>
|
||
<td><span class="tag tag-blue">天线</span></td>
|
||
<td>公司完成5G-A关键技术测试，测试过程主要涉及与终端厂商等产业上下游伙伴的合作</td>
|
||
<td>搜互动</td>
|
||
<td>5G-A关键技术测试及产业链合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信维通信</td>
|
||
<td><span class="tag tag-blue">天线</span></td>
|
||
<td>公司为客户的手机、笔记本、平板等不同产品解决方案</td>
|
||
<td>搜互动</td>
|
||
<td>终端设备天线解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">武汉凡谷</td>
|
||
<td><span class="tag tag-purple">射频</span></td>
|
||
<td>相关产品可满足客户端5.5G相关移动通信系统的技术需求</td>
|
||
<td>搜互动</td>
|
||
<td>5.5G射频产品供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">大富科技</td>
|
||
<td><span class="tag tag-purple">射频</span></td>
|
||
<td>相关产品可支撑客户端5G/5.5G相关移动通信系统的技术需求</td>
|
||
<td>搜互动</td>
|
||
<td>5G/5.5G射频技术支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">金信诺</td>
|
||
<td><span class="tag tag-purple">射频</span></td>
|
||
<td>在传统通信领域的线缆、连接器、组件产品PCB产品主要应用于基站设备内部及各设备间的连接</td>
|
||
<td>搜互动</td>
|
||
<td>基站设备连接组件供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">普利特</td>
|
||
<td><span class="tag tag-pink">LCP</span></td>
|
||
<td>LCP材料产品在5.5G产业中有业务布局，正在与客户就相关产品的测试和产品应用进行积极对接</td>
|
||
<td>搜互动</td>
|
||
<td>5.5G LCP材料研发及测试</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">沃特股份</td>
|
||
<td><span class="tag tag-pink">LCP</span></td>
|
||
<td>LCP材料已经得到行业头部客户的使用，按照现有规划，公司有望成为全球产能最大的LCP材料供应商</td>
|
||
<td>搜互动</td>
|
||
<td>LCP材料量产及头部客户应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">金发科技</td>
|
||
<td><span class="tag tag-pink">LCP</span></td>
|
||
<td>公司开发的导电LCP材料已在新一代高速消费电子和通讯连接器上取得突破性应用，高耐热LCP材料已规模化应用于新能源头部客户核心零部件</td>
|
||
<td>搜互动</td>
|
||
<td>LCP材料在高速电子及新能源领域应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">生益科技</td>
|
||
<td><span class="tag tag-green">基板</span></td>
|
||
<td>产品全系列布局，广泛应用于5G天线、通讯基站中，公司跟各应用领域的头部终端都有进行开放性合作</td>
|
||
<td>搜互动</td>
|
||
<td>5G基板全系列覆盖及终端合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">华正新材</td>
|
||
<td><span class="tag tag-green">基板</span></td>
|
||
<td>专注于覆铜板、粘结片、复合材料及膜材料的研发和生产，客户群体多样化</td>
|
||
<td>搜互动</td>
|
||
<td>覆铜板及复合材料研发生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">宏和科技</td>
|
||
<td><span class="tag tag-green">基板</span></td>
|
||
<td>主要产品是电子级玻璃纤维纱线及织物，高频高速通讯基板也是产品的重点应用领域</td>
|
||
<td>搜互动</td>
|
||
<td>电子级玻璃纤维及高频基板应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中光防雷</td>
|
||
<td><span class="tag tag-yellow">主设备</span></td>
|
||
<td>公司在5G-a有技术储备和应用，公司的SPD产品在华为中有应用；提供定制化的防雷产品</td>
|
||
<td>搜互动</td>
|
||
<td>5G-a防雷产品及SPD应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">灿勤科技</td>
|
||
<td><span class="tag tag-yellow">主设备</span></td>
|
||
<td>公司与华为有长期的合作，提供电子陶瓷业务的解决方案</td>
|
||
<td>搜互动</td>
|
||
<td>电子陶瓷解决方案供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中兴通讯</td>
|
||
<td><span class="tag tag-yellow">主设备</span></td>
|
||
<td>华为5G设备核心合作伙伴</td>
|
||
<td>搜互动</td>
|
||
<td>华为5G设备合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">烽火通信</td>
|
||
<td><span class="tag tag-yellow">主设备</span></td>
|
||
<td>华为5G设备核心合作伙伴</td>
|
||
<td>搜互动</td>
|
||
<td>华为5G设备合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中际旭创</td>
|
||
<td><span class="tag tag-red">光模块</span></td>
|
||
<td>华为5G光模块核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光模块供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">光迅科技</td>
|
||
<td><span class="tag tag-red">光模块</span></td>
|
||
<td>华为5G光模块核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光模块供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">联特科技</td>
|
||
<td><span class="tag tag-red">光模块</span></td>
|
||
<td>华为5G光模块核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光模块供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">长飞光纤</td>
|
||
<td><span class="tag tag-blue">光纤光缆</span></td>
|
||
<td>华为5G光纤光缆核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光纤光缆供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中天科技</td>
|
||
<td><span class="tag tag-blue">光纤光缆</span></td>
|
||
<td>华为5G光纤光缆核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光纤光缆供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">亨通光电</td>
|
||
<td><span class="tag tag-blue">光纤光缆</span></td>
|
||
<td>华为5G光纤光缆核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光纤光缆供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">富通信息</td>
|
||
<td><span class="tag tag-blue">光纤光缆</span></td>
|
||
<td>华为5G光纤光缆核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光纤光缆供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新亚电子</td>
|
||
<td><span class="tag tag-blue">光纤光缆</span></td>
|
||
<td>华为5G光纤光缆核心供应商</td>
|
||
<td>搜互动</td>
|
||
<td>光纤光缆供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">创远信科</td>
|
||
<td><span class="tag tag-purple">北交所</span></td>
|
||
<td>公司目前主要通过控股股东上海创远电子设备有限公司向华为销售测试仪器等相关产品</td>
|
||
<td>搜公告</td>
|
||
<td>测试仪器供应</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</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-background", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
links: {
|
||
color: "#8b5cf6",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: true,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 80
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
||
detectRetina: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |