931 lines
48 KiB
HTML
931 lines
48 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>台资企业概念 - 两岸融合新机遇</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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min-height: 100vh;
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}
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.glass-morphism {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -6px;
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top: 50%;
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transform: translateY(-50%);
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: #fbbf24;
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box-shadow: 0 0 0 4px rgba(251, 191, 36, 0.2);
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}
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.card-hover {
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transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.pulse-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0%, 100% {
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opacity: 1;
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}
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50% {
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opacity: 0.5;
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}
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}
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.stock-row:hover {
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background: linear-gradient(90deg, rgba(99, 102, 241, 0.1) 0%, rgba(139, 92, 246, 0.1) 100%);
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transform: scale(1.02);
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transition: all 0.2s ease;
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}
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.insight-card {
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background: linear-gradient(135deg, rgba(255,255,255,0.9) 0%, rgba(255,255,255,0.8) 100%);
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backdrop-filter: blur(10px);
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}
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.news-ticker {
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animation: scroll 30s linear infinite;
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}
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@keyframes scroll {
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0% {
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transform: translateX(100%);
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}
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100% {
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transform: translateX(-100%);
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}
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}
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::-webkit-scrollbar {
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width: 8px;
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height: 8px;
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}
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::-webkit-scrollbar-track {
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background: rgba(255, 255, 255, 0.1);
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}
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::-webkit-scrollbar-thumb {
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background: rgba(139, 92, 246, 0.5);
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border-radius: 4px;
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}
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::-webkit-scrollbar-thumb:hover {
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background: rgba(139, 92, 246, 0.7);
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}
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</style>
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</head>
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<body>
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<!-- Navigation -->
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<nav class="glass-morphism fixed top-0 w-full z-50 px-6 py-3">
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<div class="container mx-auto flex justify-between items-center">
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<div class="flex items-center space-x-3">
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<i class="fas fa-chart-line text-2xl text-white"></i>
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<span class="text-xl font-bold text-white">台资企业概念</span>
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</div>
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<div class="hidden md:flex space-x-6">
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<a href="#concept" class="text-white hover:text-yellow-300 transition">概念解析</a>
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<a href="#timeline" class="text-white hover:text-yellow-300 transition">时间轴</a>
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<a href="#companies" class="text-white hover:text-yellow-300 transition">核心公司</a>
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<a href="#stocks" class="text-white hover:text-yellow-300 transition">股票数据</a>
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</div>
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<button class="md:hidden text-white" onclick="toggleMenu()">
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<i class="fas fa-bars text-xl"></i>
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</button>
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</div>
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</nav>
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<!-- Hero Section -->
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<section class="min-h-screen flex items-center justify-center relative overflow-hidden pt-20">
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<div class="absolute inset-0">
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<div class="absolute top-20 left-10 w-72 h-72 bg-purple-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob"></div>
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<div class="absolute top-40 right-10 w-72 h-72 bg-yellow-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob animation-delay-2000"></div>
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<div class="absolute -bottom-8 left-20 w-72 h-72 bg-pink-300 rounded-full mix-blend-multiply filter blur-xl opacity-70 animate-blob animation-delay-4000"></div>
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</div>
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<div class="container mx-auto px-6 relative z-10">
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<div class="text-center text-white">
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<div class="inline-flex items-center space-x-2 bg-white/20 px-4 py-2 rounded-full mb-6">
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<span class="pulse-dot w-2 h-2 bg-green-400 rounded-full"></span>
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<span class="text-sm">实时更新 | 2025年最新政策驱动</span>
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</div>
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<h1 class="text-5xl md:text-7xl font-bold mb-6">
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台资企业<br>
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<span class="text-yellow-300">两岸融合新机遇</span>
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</h1>
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<p class="text-xl md:text-2xl mb-8 max-w-3xl mx-auto opacity-90">
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政策红利 · 产业升级 · 全球布局
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</p>
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<div class="flex flex-wrap justify-center gap-4">
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<div class="bg-white/20 px-6 py-3 rounded-lg">
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<div class="text-3xl font-bold">50%+</div>
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<div class="text-sm opacity-80">福建利用台资占比</div>
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</div>
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<div class="bg-white/20 px-6 py-3 rounded-lg">
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<div class="text-3xl font-bold">6.4亿</div>
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<div class="text-sm opacity-80">Q1实际利用台资(美元)</div>
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</div>
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<div class="bg-white/20 px-6 py-3 rounded-lg">
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<div class="text-3xl font-bold">45+</div>
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<div class="text-sm opacity-80">A股台资企业</div>
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</div>
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</div>
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<div class="mt-12">
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<a href="#concept" class="inline-flex items-center space-x-2 bg-yellow-400 text-gray-900 px-8 py-4 rounded-full font-semibold hover:bg-yellow-300 transition transform hover:scale-105">
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<span>探索投资机会</span>
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<i class="fas fa-arrow-right"></i>
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</a>
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</div>
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</div>
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</div>
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</section>
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<!-- News Ticker -->
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<div class="bg-black/20 text-white py-2 overflow-hidden">
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<div class="news-ticker whitespace-nowrap">
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<span class="inline-block px-4">📈 央行推动更多台资企业在大陆上市</span>
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<span class="inline-block px-4">💼 福建一季度利用台资6.4亿美元</span>
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<span class="inline-block px-4">🏭 圣晖集成新签订单增长70%</span>
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<span class="inline-block px-4">🔋 铜冠铜箔HVLP产品供不应求</span>
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<span class="inline-block px-4">🌏 台积电加速全球产能布局</span>
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</div>
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</div>
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<!-- Concept Insight -->
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<section id="concept" class="py-20 bg-white/10">
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<div class="container mx-auto px-6">
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<div class="text-center mb-12">
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<h2 class="text-4xl font-bold text-white mb-4">概念深度解析</h2>
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<p class="text-xl text-white/80">政策驱动与产业变革的交汇点</p>
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</div>
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<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Core Logic Card -->
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<div class="insight-card rounded-2xl p-6 card-hover">
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<div class="text-purple-600 text-3xl mb-4">
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<i class="fas fa-brain"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">核心逻辑</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span>政策顶层设计推动融合发展</span>
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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-green-500 mt-1 mr-2"></i>
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<span>全球产业链重构带来新机遇</span>
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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-green-500 mt-1 mr-2"></i>
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<span>产业互补与技术粘性深度融合</span>
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</li>
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</ul>
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</div>
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<!-- Market Sentiment Card -->
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<div class="insight-card rounded-2xl p-6 card-hover">
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<div class="text-blue-600 text-3xl mb-4">
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<i class="fas fa-chart-pie"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">市场情绪</h3>
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<div class="space-y-3">
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<div class="flex justify-between items-center">
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<span class="text-gray-700">政策热度</span>
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<div class="flex space-x-1">
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<div class="w-8 h-2 bg-green-500 rounded"></div>
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<div class="w-8 h-2 bg-green-500 rounded"></div>
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<div class="w-8 h-2 bg-green-500 rounded"></div>
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<div class="w-8 h-2 bg-green-500 rounded"></div>
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<div class="w-8 h-2 bg-gray-300 rounded"></div>
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</div>
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</div>
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<div class="flex justify-between items-center">
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<span class="text-gray-700">产业热度</span>
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<div class="flex space-x-1">
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<div class="w-8 h-2 bg-blue-500 rounded"></div>
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<div class="w-8 h-2 bg-blue-500 rounded"></div>
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<div class="w-8 h-2 bg-blue-500 rounded"></div>
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<div class="w-8 h-2 bg-gray-300 rounded"></div>
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<div class="w-8 h-2 bg-gray-300 rounded"></div>
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</div>
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</div>
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<div class="text-sm text-gray-600 mt-3">
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谨慎乐观，机会与风险并存
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</div>
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</div>
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</div>
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<!-- Expected Gap Card -->
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<div class="insight-card rounded-2xl p-6 card-hover">
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<div class="text-yellow-600 text-3xl mb-4">
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<i class="fas fa-lightbulb"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">预期差分析</h3>
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<ul class="space-y-2 text-gray-700">
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<li>• 宏观叙事 vs 微观现实</li>
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<li>• "被扶持者" vs "赋能者"</li>
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<li>• "单一板块" vs "分化格局"</li>
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<li class="text-sm text-gray-600 mt-2">
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忽略分化是最大预期差
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</li>
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</ul>
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</div>
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</div>
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<!-- Catalyst Section -->
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<div class="mt-12 insight-card rounded-2xl p-8">
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<h3 class="text-2xl font-bold mb-6 gradient-text">关键催化剂</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="border-l-4 border-purple-500 pl-4">
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<h4 class="font-semibold mb-2">近期催化剂（3-6个月）</h4>
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<ul class="space-y-1 text-gray-700">
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<li>• 政策细则落地，明确"优质台资企业"标准</li>
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<li>• 首批试点IPO启动，福建"台资板"升级</li>
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<li>• 台积电等巨头资本开支新动向</li>
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</ul>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold mb-2">长期发展路径</h4>
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<ul class="space-y-1 text-gray-700">
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<li>• 阶段一：金融融合与试点示范</li>
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<li>• 阶段二：双向出海与全球协同</li>
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<li>• 阶段三：生态融合与标准统一</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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</section>
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<!-- Timeline Section -->
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<section id="timeline" class="py-20 bg-gradient-to-br from-purple-900 to-indigo-900">
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<div class="container mx-auto px-6">
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<div class="text-center mb-12">
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<h2 class="text-4xl font-bold text-white mb-4">重要事件时间轴</h2>
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<p class="text-xl text-white/80">政策与产业演进历程</p>
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</div>
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<div class="max-w-4xl mx-auto">
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<div class="relative">
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<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-white/20"></div>
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<div class="relative pl-12 mb-8 timeline-item">
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<div class="glass-morphism rounded-lg p-6 text-white">
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<div class="flex items-center justify-between mb-2">
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<span class="text-yellow-300 font-semibold">2025年9月</span>
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<span class="text-sm text-white/60">产业合作</span>
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||
</div>
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||
<h4 class="font-bold mb-2">工信部副部长会见两岸企业家峰会</h4>
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||
<p class="text-sm text-white/80">双方就两岸产业交流合作等议题交换意见</p>
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||
</div>
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||
</div>
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||
|
||
<div class="relative pl-12 mb-8 timeline-item">
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||
<div class="glass-morphism rounded-lg p-6 text-white">
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||
<div class="flex items-center justify-between mb-2">
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||
<span class="text-yellow-300 font-semibold">2025年8月</span>
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||
<span class="text-sm text-white/60">金融支持</span>
|
||
</div>
|
||
<h4 class="font-bold mb-2">金融监管总局推进两岸银行业保险业融合</h4>
|
||
<p class="text-sm text-white/80">深化闽台金融业务合作，支持台资金融机构发展</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative pl-12 mb-8 timeline-item">
|
||
<div class="glass-morphism rounded-lg p-6 text-white">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<span class="text-yellow-300 font-semibold">2025年6月</span>
|
||
<span class="text-sm bg-red-500 px-2 py-1 rounded">核心催化</span>
|
||
</div>
|
||
<h4 class="font-bold mb-2">央行、外管局发布重磅政策</h4>
|
||
<p class="text-sm text-white/80">推动更多台资企业在大陆上市，建设两岸融合发展示范区</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative pl-12 mb-8 timeline-item">
|
||
<div class="glass-morphism rounded-lg p-6 text-white">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<span class="text-yellow-300 font-semibold">2025年5月</span>
|
||
<span class="text-sm text-white/60">产业数据</span>
|
||
</div>
|
||
<h4 class="font-bold mb-2">福建Q1利用台资6.4亿美元</h4>
|
||
<p class="text-sm text-white/80">同比增长，占全国比重超过50%</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative pl-12 mb-8 timeline-item">
|
||
<div class="glass-morphism rounded-lg p-6 text-white">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<span class="text-yellow-300 font-semibold">2025年3月</span>
|
||
<span class="text-sm text-orange-400 px-2 py-1 rounded">风险提示</span>
|
||
</div>
|
||
<h4 class="font-bold mb-2">国家安全部发声</h4>
|
||
<p class="text-sm text-white/80">台湾资通电军"倚网谋独"终是死路一条</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Companies Analysis -->
|
||
<section id="companies" class="py-20 bg-white/10">
|
||
<div class="container mx-auto px-6">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold text-white mb-4">核心公司深度剖析</h2>
|
||
<p class="text-xl text-white/80">产业链关键节点企业</p>
|
||
</div>
|
||
|
||
<div class="grid lg:grid-cols-2 gap-8">
|
||
<!-- 圣晖集成 -->
|
||
<div class="insight-card rounded-2xl p-8">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-2xl font-bold">圣晖集成 (603163)</h3>
|
||
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm">领导者</span>
|
||
</div>
|
||
<div class="mb-4">
|
||
<div class="flex flex-wrap gap-2 mb-3">
|
||
<span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">台资背景</span>
|
||
<span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">半导体洁净室</span>
|
||
<span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">全球化布局</span>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-3 text-gray-700">
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">新签订单增速</span>
|
||
<span class="text-green-600 font-bold">+70%</span>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">在手订单增长</span>
|
||
<span class="text-green-600 font-bold">+63%</span>
|
||
</div>
|
||
<div class="p-4 bg-gradient-to-r from-purple-50 to-blue-50 rounded-lg">
|
||
<p class="text-sm leading-relaxed">
|
||
深度绑定台积电、鸿海等顶级客户，凭借台资身份获得海外客户信任，同时受益于大陆工程师红利和高效项目管理能力。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 亚翔集成 -->
|
||
<div class="insight-card rounded-2xl p-8">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-2xl font-bold">亚翔集成 (603929)</h3>
|
||
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm">追赶者</span>
|
||
</div>
|
||
<div class="mb-4">
|
||
<div class="flex flex-wrap gap-2 mb-3">
|
||
<span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">台资背景</span>
|
||
<span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">晶圆厂工程</span>
|
||
<span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">东南亚布局</span>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-3 text-gray-700">
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">新加坡新签订单</span>
|
||
<span class="text-green-600 font-bold">31.63亿元</span>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">2024年毛利率(新加坡)</span>
|
||
<span class="text-green-600 font-bold">21.22%</span>
|
||
</div>
|
||
<div class="p-4 bg-gradient-to-r from-blue-50 to-purple-50 rounded-lg">
|
||
<p class="text-sm leading-relaxed">
|
||
在新加坡、台湾市场根基深厚，近期斩获新加坡VSMC晶圆厂大额订单，受益于半导体产业链向东南亚转移。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 铜冠铜箔 -->
|
||
<div class="insight-card rounded-2xl p-8">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-2xl font-bold">铜冠铜箔 (001217)</h3>
|
||
<span class="bg-yellow-100 text-yellow-800 px-3 py-1 rounded-full text-sm">关键配套</span>
|
||
</div>
|
||
<div class="mb-4">
|
||
<div class="flex flex-wrap gap-2 mb-3">
|
||
<span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">高端PCB铜箔</span>
|
||
<span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">台资大厂合作</span>
|
||
<span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">国产替代</span>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-3 text-gray-700">
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">HVLP 2出货量(2024)</span>
|
||
<span class="text-green-600 font-bold">1000吨+</span>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">HVLP 2报价</span>
|
||
<span class="text-green-600 font-bold">7万元/吨</span>
|
||
</div>
|
||
<div class="p-4 bg-gradient-to-r from-yellow-50 to-orange-50 rounded-lg">
|
||
<p class="text-sm leading-relaxed">
|
||
与台光、台耀等台资大厂超十年合作，HVLP产品供不应求，订单已排到数月后，受益于竞争对手扩产停滞。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 工业富联 -->
|
||
<div class="insight-card rounded-2xl p-8">
|
||
<div class="flex items-center justify-between mb-4">
|
||
<h3 class="text-2xl font-bold">工业富联 (601138)</h3>
|
||
<span class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full text-sm">产业巨头</span>
|
||
</div>
|
||
<div class="mb-4">
|
||
<div class="flex flex-wrap gap-2 mb-3">
|
||
<span class="bg-purple-100 text-purple-700 px-3 py-1 rounded-full text-sm">AI服务器</span>
|
||
<span class="bg-blue-100 text-blue-700 px-3 py-1 rounded-full text-sm">云计算</span>
|
||
<span class="bg-yellow-100 text-yellow-700 px-3 py-1 rounded-full text-sm">鸿海系</span>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-3 text-gray-700">
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">行业地位</span>
|
||
<span class="text-green-600 font-bold">全球AI服务器龙头</span>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-gray-50 rounded-lg">
|
||
<span class="font-medium">核心优势</span>
|
||
<span class="text-green-600 font-bold">规模效应明显</span>
|
||
</div>
|
||
<div class="p-4 bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg">
|
||
<p class="text-sm leading-relaxed">
|
||
鸿海精密在A股核心上市平台，全球AI服务器和消费电子制造绝对龙头，AI算力浪潮核心受益者。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk Analysis -->
|
||
<div class="mt-12 glass-morphism rounded-2xl p-8">
|
||
<h3 class="text-2xl font-bold text-white mb-6">⚠️ 风险分析</h3>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="bg-red-500/10 border border-red-500/30 rounded-lg p-4">
|
||
<h4 class="font-semibold text-red-400 mb-2">政策风险</h4>
|
||
<p class="text-sm text-white/80">
|
||
两岸关系变化可能导致政策转向，国家安全警告显示地缘政治风险
|
||
</p>
|
||
</div>
|
||
<div class="bg-orange-500/10 border border-orange-500/30 rounded-lg p-4">
|
||
<h4 class="font-semibold text-orange-400 mb-2">执行风险</h4>
|
||
<p class="text-sm text-white/80">
|
||
IPO审核趋严环境下，台资企业能否享受绿色通道存在不确定性
|
||
</p>
|
||
</div>
|
||
<div class="bg-yellow-500/10 border border-yellow-500/30 rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-400 mb-2">技术风险</h4>
|
||
<p class="text-sm text-white/80">
|
||
大陆厂商在尖端领域制造良率与台资巨头仍有差距
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section id="stocks" class="py-20 bg-gradient-to-br from-indigo-900 to-purple-900">
|
||
<div class="container mx-auto px-6">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold text-white mb-4">台资概念股票全景</h2>
|
||
<p class="text-xl text-white/80">45+家上市公司详细信息</p>
|
||
</div>
|
||
|
||
<div class="glass-morphism rounded-2xl p-6 overflow-x-auto">
|
||
<table class="w-full text-white">
|
||
<thead>
|
||
<tr class="border-b border-white/20">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">第一大股东/背景</th>
|
||
<th class="text-left py-3 px-4">董事长/实控人</th>
|
||
<th class="text-left py-3 px-4">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">工业富联</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">鸿海精密(台湾上市)</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">智能制造，AI服务器</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">鹏鼎控股</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">美港实业</td>
|
||
<td class="py-3 px-4 text-sm">沈庆芳(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">全球PCB龙头</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">圣晖集成</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">台湾圣晖</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">半导体洁净室工程</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">亚翔集成</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">亚翔工程(台资)</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">高端洁净室工程</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">铜冠铜箔</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-500/30 px-2 py-1 rounded text-xs">台资合作</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">铜陵有色集团</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">高端PCB铜箔，台资客户</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">环旭电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">环诚科技(台资)</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">电子制造服务</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">唯捷创芯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">Gaintech(联发科)</td>
|
||
<td class="py-3 px-4 text-sm">-</td>
|
||
<td class="py-3 px-4 text-sm">射频PA芯片</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">新莱应材</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">李水波(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">李水波(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">半导体高纯材料</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">安集科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">俞曙(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">俞曙(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">半导体CMP材料</td>
|
||
</tr>
|
||
<tr class="stock-row border-b border-white/10">
|
||
<td class="py-3 px-4 font-semibold">沪电股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-500/30 px-2 py-1 rounded text-xs">台资背景</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-sm">吴礼淦创立</td>
|
||
<td class="py-3 px-4 text-sm">吴礼淦(台籍)</td>
|
||
<td class="py-3 px-4 text-sm">高端PCB制造</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Stock Statistics -->
|
||
<div class="mt-12 grid md:grid-cols-4 gap-6">
|
||
<div class="glass-morphism rounded-lg p-6 text-center text-white">
|
||
<div class="text-3xl font-bold mb-2">45+</div>
|
||
<div class="text-sm opacity-80">A股台资概念企业</div>
|
||
</div>
|
||
<div class="glass-morphism rounded-lg p-6 text-center text-white">
|
||
<div class="text-3xl font-bold mb-2">8</div>
|
||
<div class="text-sm opacity-80">半导体产业链</div>
|
||
</div>
|
||
<div class="glass-morphism rounded-lg p-6 text-center text-white">
|
||
<div class="text-3xl font-bold mb-2">6</div>
|
||
<div class="text-sm opacity-80">电子制造业</div>
|
||
</div>
|
||
<div class="glass-morphism rounded-lg p-6 text-center text-white">
|
||
<div class="text-3xl font-bold mb-2">5</div>
|
||
<div class="text-sm opacity-80">金融服务业</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Roadshow Insights -->
|
||
<section class="py-20 bg-white/10">
|
||
<div class="container mx-auto px-6">
|
||
<div class="text-center mb-12">
|
||
<h2 class="text-4xl font-bold text-white mb-4">路演核心洞察</h2>
|
||
<p class="text-xl text-white/80">来自产业一线的声音</p>
|
||
</div>
|
||
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- 菲菱科思 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
菲
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">菲菱科思</h3>
|
||
<p class="text-sm text-white/60">2025-05-22</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
台资企业撤出大陆的节奏加快，有利于大陆企业承接中高端产品订单
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">交换机</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">国产化替代</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 铜冠铜箔 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
铜
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">铜冠铜箔</h3>
|
||
<p class="text-sm text-white/60">2025-01-15</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
HVLP产品供不应求，订单排到8月后，台资客户无扩产意愿
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">高端铜箔</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">台资合作</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 圣晖集成 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
圣
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">圣晖集成</h3>
|
||
<p class="text-sm text-white/60">2025-09-29</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
在手订单创历史新高，海外订单增长显著，受益东南亚产能转移
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">洁净室</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">全球化</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 麦格米特 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-orange-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
麦
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">麦格米特</h3>
|
||
<p class="text-sm text-white/60">2024-12-24</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
AI服务器电源市场由台达、光宝等台资巨头主导，大陆厂商仍在追赶
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">电源</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">AI服务器</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 亚翔集成 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-red-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
亚
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">亚翔集成</h3>
|
||
<p class="text-sm text-white/60">2025-09-24</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
新加坡VSMC晶圆厂订单31.63亿，受益半导体产业向东南亚转移
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">晶圆厂</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">新加坡</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 汇成股份 -->
|
||
<div class="glass-morphism rounded-xl p-6">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-indigo-500 rounded-full flex items-center justify-center text-white font-bold">
|
||
汇
|
||
</div>
|
||
<div class="ml-3">
|
||
<h3 class="font-semibold text-white">汇成股份</h3>
|
||
<p class="text-sm text-white/60">2024-06-12</p>
|
||
</div>
|
||
</div>
|
||
<p class="text-white/80 text-sm mb-3">
|
||
安徽省首家科创板上市的台资企业，专注显示驱动芯片封测
|
||
</p>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">封测</span>
|
||
<span class="text-xs bg-white/20 px-2 py-1 rounded">显示驱动</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Recommendation -->
|
||
<section class="py-20 bg-gradient-to-r from-purple-600 to-indigo-600">
|
||
<div class="container mx-auto px-6">
|
||
<div class="max-w-4xl mx-auto text-center">
|
||
<h2 class="text-4xl font-bold text-white mb-6">投资策略建议</h2>
|
||
<div class="glass-morphism rounded-2xl p-8 text-white">
|
||
<h3 class="text-2xl font-bold mb-4">最具投资价值方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-6 text-left">
|
||
<div class="bg-white/10 rounded-lg p-6">
|
||
<h4 class="font-semibold mb-3 text-yellow-300">🌍 全球化建厂服务商</h4>
|
||
<ul class="space-y-2 text-sm">
|
||
<li>• 首选：圣晖集成、亚翔集成</li>
|
||
<li>• AI算力军备竞赛直接受益者</li>
|
||
<li>• 订单可见度高，商业模式清晰</li>
|
||
<li>• 完美契合产业链转移趋势</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white/10 rounded-lg p-6">
|
||
<h4 class="font-semibold mb-3 text-yellow-300">🔧 高端材料国产替代先锋</h4>
|
||
<ul class="space-y-2 text-sm">
|
||
<li>• 关注：铜冠铜箔、新莱应材</li>
|
||
<li>• 抓住台资对手停滞窗口期</li>
|
||
<li>• 产业升级内部循环典型代表</li>
|
||
<li>• 高端产品毛利率持续提升</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-8 p-4 bg-yellow-500/20 rounded-lg">
|
||
<p class="text-sm">
|
||
<strong>重点跟踪指标：</strong>
|
||
福建示范区首批台资IPO进度 | 圣晖/亚翔季度订单 | 铜冠台资客户出货量 | 两岸关系政策变化
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-black/30 py-8">
|
||
<div class="container mx-auto px-6">
|
||
<div class="flex flex-col md:flex-row justify-between items-center text-white/60">
|
||
<div class="mb-4 md:mb-0">
|
||
<p>© 2025 台资企业概念分析报告</p>
|
||
<p class="text-sm">数据来源：公开信息整理 | 仅供研究参考</p>
|
||
</div>
|
||
<div class="flex space-x-6">
|
||
<a href="#" class="hover:text-white transition">
|
||
<i class="fab fa-github text-xl"></i>
|
||
</a>
|
||
<a href="#" class="hover:text-white transition">
|
||
<i class="fab fa-twitter text-xl"></i>
|
||
</a>
|
||
<a href="#" class="hover:text-white transition">
|
||
<i class="fab fa-linkedin text-xl"></i>
|
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</a>
|
||
</div>
|
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</div>
|
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</div>
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||
</footer>
|
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