572 lines
26 KiB
HTML
572 lines
26 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>eSIM概念解析 - 新一代通信技术革命</title>
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<!-- Bootstrap CSS -->
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<!-- DaisyUI CSS -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@3.5.0/dist/full.css" rel="stylesheet">
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<!-- Font Awesome -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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:root {
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--primary-color: #2563eb;
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--secondary-color: #64748b;
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--accent-color: #0ea5e9;
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--light-bg: #f8fafc;
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}
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body {
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
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background-color: var(--light-bg);
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color: #334155;
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}
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.hero-section {
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background: linear-gradient(135deg, #1e40af 0%, #3b82f6 100%);
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color: white;
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padding: 5rem 0;
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position: relative;
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overflow: hidden;
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}
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.hero-section::before {
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content: "";
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position: absolute;
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top: 0;
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left: 0;
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right: 0;
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bottom: 0;
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background-image: url('data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiPjxkZWZzPjxwYXR0ZXJuIGlkPSJwYXR0ZXJuIiB3aWR0aD0iNDAiIGhlaWdodD0iNDAiIHBhdHRlcm5Vbml0cz0idXNlclNwYWNlT25Vc2UiIHBhdHRlcm5UcmFuc2Zvcm09InJvdGF0ZSg0NSkiPjxyZWN0IHg9IjAiIHk9IjAiIHdpZHRoPSIyMCIgaGVpZ2h0PSIyMCIgZmlsbD0icmdiYSgyNTUsIDI1NSwgMjU1LCAwLjA1KSIvPjwvcGF0dGVybj48L2RlZnM+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0idXJsKCNwYXR0ZXJuKSIvPjwvc3ZnPg==');
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opacity: 0.3;
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z-index: 1;
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}
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.hero-content {
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position: relative;
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z-index: 2;
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}
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.card {
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border: none;
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border-radius: 12px;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: all 0.3s ease;
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}
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 15px rgba(0, 0, 0, 0.1);
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}
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.feature-icon {
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font-size: 2.5rem;
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color: var(--accent-color);
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margin-bottom: 1rem;
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}
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.table-container {
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overflow-x: auto;
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margin-top: 2rem;
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}
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.custom-table {
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min-width: 100%;
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border-collapse: separate;
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border-spacing: 0;
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}
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.custom-table th {
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background-color: var(--primary-color);
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color: white;
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font-weight: 600;
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text-align: center;
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padding: 1rem;
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position: sticky;
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top: 0;
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z-index: 10;
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}
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.custom-table td {
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padding: 0.75rem 1rem;
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text-align: center;
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vertical-align: middle;
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border-bottom: 1px solid #e2e8f0;
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}
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.custom-table tr:hover {
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background-color: rgba(37, 99, 235, 0.05);
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}
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.badge-category {
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font-size: 0.8rem;
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padding: 0.4rem 0.8rem;
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border-radius: 20px;
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}
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.badge-chip {
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background-color: #dbeafe;
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color: #1d4ed8;
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}
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.badge-module {
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background-color: #dcfce7;
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color: #166534;
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}
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.badge-card {
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background-color: #fef3c7;
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color: #92400e;
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}
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.badge-service {
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background-color: #e9d5ff;
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color: #6b21a8;
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}
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.badge-other {
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background-color: #e0f2fe;
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color: #0c4a6e;
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}
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.badge-north {
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background-color: #fee2e2;
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color: #991b1b;
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}
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.stock-name {
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font-weight: 600;
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color: var(--primary-color);
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}
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.section-title {
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position: relative;
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padding-bottom: 1rem;
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margin-bottom: 2rem;
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}
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.section-title::after {
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content: "";
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position: absolute;
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bottom: 0;
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left: 0;
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width: 60px;
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height: 4px;
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background-color: var(--accent-color);
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border-radius: 2px;
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}
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.footer {
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background-color: #1e293b;
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color: #cbd5e1;
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padding: 3rem 0 1.5rem;
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margin-top: 5rem;
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 3rem 0;
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}
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.custom-table th,
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.custom-table td {
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padding: 0.5rem;
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font-size: 0.85rem;
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}
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.feature-icon {
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font-size: 2rem;
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}
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}
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</style>
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</head>
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<body>
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<!-- 导航栏 -->
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<nav class="navbar navbar-expand-lg navbar-dark bg-dark sticky-top">
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<div class="container">
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<a class="navbar-brand fw-bold" href="#">
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<i class="fas fa-microchip me-2"></i>eSIM概念解析
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</a>
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<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNav">
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<span class="navbar-toggler-icon"></span>
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</button>
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<div class="collapse navbar-collapse" id="navbarNav">
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<ul class="navbar-nav ms-auto">
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<li class="nav-item">
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<a class="nav-link" href="#overview">概念概览</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#features">核心优势</a>
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</li>
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<li class="nav-item">
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<a class="nav-link" href="#stocks">相关股票</a>
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</li>
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</ul>
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</div>
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</div>
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</nav>
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<!-- 英雄区域 -->
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<section class="hero-section" id="overview">
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<div class="container">
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<div class="hero-content">
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<div class="row align-items-center">
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<div class="col-lg-6">
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<h1 class="display-4 fw-bold mb-4">eSIM技术：新一代通信革命</h1>
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<p class="lead mb-4">嵌入式SIM卡技术正在重塑通信行业，无需实体SIM卡，一键激活网络连接，为智能手机、可穿戴设备和物联网设备带来全新体验。</p>
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<div class="d-flex flex-wrap gap-3">
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<div class="d-flex align-items-center">
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<i class="fas fa-mobile-alt me-2"></i>
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<span>智能手机</span>
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</div>
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<div class="d-flex align-items-center">
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<i class="fas fa-watch me-2"></i>
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<span>可穿戴设备</span>
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</div>
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<div class="d-flex align-items-center">
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<i class="fas fa-network-wired me-2"></i>
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<span>物联网应用</span>
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</div>
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</div>
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</div>
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<div class="col-lg-6">
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<div class="d-flex justify-content-center">
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<div class="card bg-white text-dark p-4 shadow-lg" style="max-width: 400px;">
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<div class="card-body">
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<h5 class="card-title fw-bold mb-3">eSIM市场规模预测</h5>
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<div class="mb-3">
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<div class="d-flex justify-content-between mb-1">
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<span>2023年</span>
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<span>4.5亿连接</span>
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</div>
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<div class="progress" style="height: 10px;">
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<div class="progress-bar bg-primary" style="width: 30%"></div>
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</div>
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</div>
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<div class="mb-3">
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<div class="d-flex justify-content-between mb-1">
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<span>2025年</span>
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<span>8.7亿连接</span>
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</div>
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<div class="progress" style="height: 10px;">
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<div class="progress-bar bg-info" style="width: 60%"></div>
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</div>
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</div>
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<div>
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<div class="d-flex justify-content-between mb-1">
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<span>2030年</span>
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<span>22亿连接</span>
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</div>
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<div class="progress" style="height: 10px;">
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<div class="progress-bar bg-success" style="width: 100%"></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>
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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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<!-- 核心优势 -->
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<section class="py-5" id="features">
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<div class="container">
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<h2 class="section-title">eSIM核心优势</h2>
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<div class="row g-4">
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<div class="col-md-6 col-lg-3">
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<div class="card h-100 p-4 text-center">
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<div class="feature-icon">
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<i class="fas fa-compress-alt"></i>
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</div>
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<h5 class="fw-bold">小型化设计</h5>
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<p>嵌入式设计节省设备空间，为更轻薄的产品设计提供可能</p>
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</div>
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</div>
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<div class="col-md-6 col-lg-3">
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<div class="card h-100 p-4 text-center">
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<div class="feature-icon">
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<i class="fas fa-sync-alt"></i>
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</div>
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<h5 class="fw-bold">远程配置</h5>
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<p>无需物理更换SIM卡，远程即可完成运营商切换和套餐变更</p>
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</div>
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</div>
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<div class="col-md-6 col-lg-3">
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<div class="card h-100 p-4 text-center">
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<div class="feature-icon">
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<i class="fas fa-shield-alt"></i>
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</div>
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<h5 class="fw-bold">安全性提升</h5>
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<p>集成式设计提供更高安全性，防止SIM卡被物理移除或复制</p>
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</div>
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</div>
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<div class="col-md-6 col-lg-3">
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<div class="card h-100 p-4 text-center">
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<div class="feature-icon">
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<i class="fas fa-globe"></i>
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</div>
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<h5 class="fw-bold">全球漫游</h5>
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<p>支持多运营商配置，实现全球无缝漫游，降低国际通信成本</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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</section>
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<!-- 产业链布局 -->
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<section class="py-5 bg-light">
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<div class="container">
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<h2 class="section-title">eSIM产业链布局</h2>
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<div class="row">
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<div class="col-lg-12">
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<div class="card p-4">
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<div class="row text-center">
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<div class="col-md-3 mb-4">
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<div class="p-3 bg-primary bg-opacity-10 rounded">
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<i class="fas fa-microchip fa-3x text-primary mb-3"></i>
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<h5>芯片设计制造</h5>
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<p class="small">紫光国微、汇顶科技、新恒汇</p>
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</div>
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</div>
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<div class="col-md-3 mb-4">
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<div class="p-3 bg-success bg-opacity-10 rounded">
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<i class="fas fa-sim-card fa-3x text-success mb-3"></i>
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<h5>卡类制造</h5>
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<p class="small">东信和平、恒宝股份、澄天伟业</p>
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</div>
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</div>
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<div class="col-md-3 mb-4">
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<div class="p-3 bg-info bg-opacity-10 rounded">
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<i class="fas fa-broadcast-tower fa-3x text-info mb-3"></i>
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<h5>模组通信</h5>
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<p class="small">美格智能、广和通、中兴通讯</p>
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</div>
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</div>
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<div class="col-md-3 mb-4">
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<div class="p-3 bg-warning bg-opacity-10 rounded">
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<i class="fas fa-network-wired fa-3x text-warning mb-3"></i>
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<h5>服务商</h5>
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<p class="small">中国联通、中国移动</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>
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</div>
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</div>
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</section>
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<!-- 股票数据表格 -->
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<section class="py-5" id="stocks">
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<div class="container">
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<h2 class="section-title">eSIM概念相关股票</h2>
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<p class="lead mb-4">以下为eSIM产业链相关上市公司，涵盖芯片设计、卡类制造、模组通信及服务商等多个环节</p>
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<div class="table-container">
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<table class="custom-table table">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>分类</th>
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<th>项目</th>
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<th>产业链位置</th>
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<th>投资逻辑</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="stock-name">中国联通</td>
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<td><span class="badge badge-category badge-service">服务商</span></td>
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<td>eSIM政策核心推动方</td>
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<td>eSIM服务</td>
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<td class="text-start">国内eSIM政策核心推动方，已在25省市重启eSIM服务</td>
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</tr>
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<tr>
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<td class="stock-name">中国移动</td>
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<td><span class="badge badge-category badge-service">服务商</span></td>
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<td>物联网eSIM技术应用服务</td>
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<td>物联网</td>
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<td class="text-start">实控人于2020年可以开展物联网等领域eSIM技术应用服务</td>
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</tr>
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<tr>
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<td class="stock-name">紫光国微</td>
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<td><span class="badge badge-category badge-chip">芯片相关</span></td>
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<td>eSIM全球商用芯片</td>
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<td>芯片制造</td>
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<td class="text-start">国内首家实现eSIM全球商用的芯片商，已量产多款符合标准的eSIM产品</td>
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</tr>
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<tr>
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<td class="stock-name">汇顶科技</td>
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<td><span class="badge badge-category badge-chip">芯片相关</span></td>
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<td>eSIM安全产品布局</td>
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<td>安全芯片</td>
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<td class="text-start">持续关注eSIM发展趋势，长期布局相关安全产品</td>
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</tr>
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<tr>
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<td class="stock-name">新恒汇</td>
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<td><span class="badge badge-category badge-chip">芯片相关</span></td>
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<td>物联网eSIM芯片封测</td>
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<td>芯片封测</td>
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<td class="text-start">物联网eSIM芯片封测服务，面向物联网身份识别芯片</td>
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</tr>
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<tr>
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<td class="stock-name">东信和平</td>
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<td><span class="badge badge-category badge-card">卡类制造</span></td>
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<td>eSIM应用领域</td>
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<td>车联网/工业物联网</td>
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<td class="text-start">eSIM产品应用于车联网、工业物联网及消费电子领域</td>
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</tr>
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<tr>
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<td class="stock-name">恒宝股份</td>
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<td><span class="badge badge-category badge-card">卡类制造</span></td>
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<td>物联网连接解决方案</td>
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<td>物联网连接</td>
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<td class="text-start">物联网连接解决方案通过eSIM配套连接管理后台，实现蜂窝网络快速接入</td>
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</tr>
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<tr>
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<td class="stock-name">澄天伟业</td>
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<td><span class="badge badge-category badge-card">卡类制造</span></td>
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<td>eSIM生产能力</td>
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<td>eSIM生产</td>
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<td class="text-start">具备eSIM生产能力</td>
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</tr>
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<tr>
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<td class="stock-name">楚天龙</td>
|
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<td><span class="badge badge-category badge-card">卡类制造</span></td>
|
||
<td>嵌入式安全产品</td>
|
||
<td>安全产品</td>
|
||
<td class="text-start">嵌入式安全产品包括智能卡、SE安全单元、eSIM等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">美格智能</td>
|
||
<td><span class="badge badge-category badge-module">模组通信</span></td>
|
||
<td>eSIM技术</td>
|
||
<td>智能终端</td>
|
||
<td class="text-start">拥有成熟的eSIM技术，智能终端产品已批量交货</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">广和通</td>
|
||
<td><span class="badge badge-category badge-module">模组通信</span></td>
|
||
<td>5G+eSIM模组</td>
|
||
<td>通信模组</td>
|
||
<td class="text-start">与中国联通合作发布全球首款5G+eSIM模组FG150和FM150</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">中兴通讯</td>
|
||
<td><span class="badge badge-category badge-module">模组通信</span></td>
|
||
<td>eSIM云PAD</td>
|
||
<td>云服务</td>
|
||
<td class="text-start">推出eSIM云PAD，用户无需依赖传统实体SIM卡</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">思特奇</td>
|
||
<td><span class="badge badge-category badge-other">其他</span></td>
|
||
<td>eSIM运营支撑</td>
|
||
<td>物联网服务</td>
|
||
<td class="text-start">重视物联网领域eSIM技术应用服务，提供eSIM运营支撑解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">日海智能</td>
|
||
<td><span class="badge badge-category badge-other">其他</span></td>
|
||
<td>最小eSIM模组</td>
|
||
<td>模组制造</td>
|
||
<td class="text-start">子公司芯讯通与英飞凌和Kigen推出革命性最小eSIM模组解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">二六三</td>
|
||
<td><span class="badge badge-category badge-other">其他</span></td>
|
||
<td>物联网解决方案</td>
|
||
<td>物联网</td>
|
||
<td class="text-start">在"263esim"物联网解决方案等方面有布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="stock-name">利尔达</td>
|
||
<td><span class="badge badge-category badge-north">北交所</span></td>
|
||
<td>eSIM功能</td>
|
||
<td>软件资源</td>
|
||
<td class="text-start">NE16U-CN配置丰富的软件资源，支持FOTA、VoNR、VoLTE、eSIM等功能</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="alert alert-info mt-4" role="alert">
|
||
<i class="fas fa-info-circle me-2"></i>
|
||
<strong>投资提示：</strong>eSIM技术处于快速发展阶段，相关企业业务布局深度不同，投资需结合公司基本面、技术壁垒及市场前景综合评估。
|
||
</div>
|
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</div>
|
||
</section>
|
||
|
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<footer class="footer">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-lg-4 mb-4">
|
||
<h5 class="text-white mb-3">关于eSIM技术</h5>
|
||
<p>eSIM（嵌入式SIM）是一种直接嵌入设备中的可编程SIM卡，无需物理SIM卡即可连接移动网络，为物联网和消费电子设备带来更灵活的连接方案。</p>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<h5 class="text-white mb-3">应用场景</h5>
|
||
<ul class="list-unstyled">
|
||
<li class="mb-2"><i class="fas fa-check-circle me-2"></i>智能手机和平板电脑</li>
|
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<li class="mb-2"><i class="fas fa-check-circle me-2"></i>智能手表和可穿戴设备</li>
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<li class="mb-2"><i class="fas fa-check-circle me-2"></i>车联网和智能交通</li>
|
||
<li class="mb-2"><i class="fas fa-check-circle me-2"></i>工业物联网和智能制造</li>
|
||
</ul>
|
||
</div>
|
||
<div class="col-lg-4 mb-4">
|
||
<h5 class="text-white mb-3">数据来源</h5>
|
||
<p class="mb-2">本页面数据来源于公开市场信息，仅供研究参考，不构成投资建议。</p>
|
||
<p>投资有风险，入市需谨慎。</p>
|
||
</div>
|
||
</div>
|
||
<hr class="my-4" style="border-color: #475569;">
|
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<div class="text-center">
|
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<p class="mb-0">© 2023 eSIM概念解析. 保留所有权利.</p>
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