526 lines
38 KiB
HTML
526 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>深度行研 | 光芯片</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.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&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020011;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.15) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.glass-card {
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background-color: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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transform: translateY(-5px) scale(1.01);
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text-shadow: 0 0 8px rgba(192, 219, 255, 0.7), 0 0 16px rgba(100, 150, 255, 0.5);
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.section-title {
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font-size: 1.5rem;
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font-weight: 700;
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color: #c8d3f5;
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padding-bottom: 0.5rem;
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margin-bottom: 1rem;
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text-shadow: 0 0 5px rgba(192, 219, 255, 0.5);
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.bento-grid {
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display: grid;
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gap: 1.5rem; /* 24px */
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: auto;
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background-color: transparent !important;
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.daisy-table {
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background-color: transparent;
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}
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.daisy-table thead th {
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background-color: rgba(255, 255, 255, 0.05);
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color: #a6adbb;
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.daisy-table tbody tr {
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transition: background-color 0.2s ease;
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.daisy-table tbody tr:hover {
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.tag {
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display: inline-block;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-weight: 500;
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 md:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header -->
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<header class="text-center p-8 mb-8">
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<h1 class="text-5xl md:text-7xl font-bold title-glow bg-clip-text text-transparent bg-gradient-to-br from-white to-blue-300">
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光芯片 (Optical Chip)
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</h1>
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<p class="mt-4 text-lg text-slate-400">深度行研报告</p>
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<p class="mt-2 text-xs text-slate-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Bento Grid Layout -->
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<main class="bento-grid">
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<!-- 0. Concept Event -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-12">
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<h2 class="section-title">概念事件：多重催化共振，引爆强趋势行情</h2>
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<div class="space-y-4 text-slate-300">
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<p><strong class="text-sky-300">宏观背景：</strong>AI大模型引发算力需求爆炸，数据中心网络架构从400G向800G/1.6T高速演进，直接拉动高速光模块需求，光芯片作为核心上游，价值凸显。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-lg text-cyan-300">2024年 · 技术与政策元年</h4>
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<ul class="list-disc list-inside mt-2 space-y-1 text-sm">
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<li><strong>技术突破：</strong>清华大学研制“太极-Ⅱ”光芯片，成果登顶《自然》，展示前沿潜力。</li>
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<li><strong>政策定调：</strong>广东省发布行动方案，将光芯片提升至省级战略，全方位支持国产化。</li>
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<li><strong>市场升温：</strong>券商路演密集解析技术路径，市场关注度急剧升温。</li>
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</ul>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-lg text-emerald-300">2025年 · 供需矛盾激化</h4>
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<ul class="list-disc list-inside mt-2 space-y-1 text-sm">
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<li><strong>需求爆发：</strong>800G光模块需求翻倍，1.6T开始批量出货。</li>
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<li><strong>供给紧缺：</strong>全球巨头确认100G EML/CW光源短缺至2026年底，供货周期超9个月。</li>
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<li><strong>价格上涨：</strong>产业链出现“加急费”，国内厂商率先提价。</li>
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<li><strong>国产破冰：</strong>海外扩产缓慢，为国内厂商提供巨大替代窗口期，被定义为“国产光芯片破冰之年”。</li>
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</ul>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-300">2026年及以后 · 迭代与洗牌</h4>
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<ul class="list-disc list-inside mt-2 space-y-1 text-sm">
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<li><strong>缺口扩大：</strong>1.6T放量，供需缺口预计进一步扩大。</li>
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<li><strong>技术迭代：</strong>硅光、CPO/OIO渗透率提升，提供“换道超车”机遇。</li>
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<li><strong>价值凸显：</strong>光芯片价值量持续提升，市场规模有望翻倍增长。</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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<!-- 1. Core Viewpoint & 2. Core Logic -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-7">
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<h2 class="section-title">核心逻辑与市场认知</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="font-bold text-lg text-white mb-2">核心观点摘要</h3>
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<p class="bg-gradient-to-r from-sky-400 to-cyan-400 bg-clip-text text-transparent font-semibold">光芯片正处由AI驱动的超级景气周期，核心是“下游需求爆发”与“上游供给刚性”的巨大矛盾，导致长达数年的供不应求。这为国内厂商打开了前所未有的国产替代窗口。</p>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">三大核心驱动力</h3>
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<ul class="space-y-2">
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<li class="flex items-start"><span class="text-xl text-sky-400 mr-2">①</span><div><strong class="text-sky-300">需求侧 · AI算力引擎：</strong>GPU集群高速互联需求，使光芯片需求与光模块速率和数量成倍增长。预计2026年需求有望翻倍。</div></li>
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<li class="flex items-start"><span class="text-xl text-sky-400 mr-2">②</span><div><strong class="text-sky-300">供给侧 · IDM模式刚性：</strong>光芯片采用重资产IDM模式，核心设备MOCVD交付周期超1年，新建产能周期超1.5年，且海外龙头扩产保守，供给弹性极低。</div></li>
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<li class="flex items-start"><span class="text-xl text-sky-400 mr-2">③</span><div><strong class="text-sky-300">政策面 · 国产化催化：</strong>省级战略规划叠加供应链安全考量，从研发到设备全方位支持，为国内企业追赶提供强力保障。</div></li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">预期差分析</h3>
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<ul class="space-y-2">
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<li><strong class="text-rose-300">阶层鸿沟被忽视：</strong>市场可能混淆“一线”与“二线”国产厂商。前者看供给（扩产能力），后者看需求（客户导入），业绩兑现速度和确定性天差地别。</li>
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<li><strong class="text-rose-300">硅光路径被误读：</strong>硅光主要替代长距单模EML方案，与短距多模VCSEL是互补关系，而非全面颠覆。</li>
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<li><strong class="text-rose-300">国产难度被低估：</strong>100G以上国产化率不足5%，存在3-5年技术代差，良率和材料工艺是巨大挑战，替代进程漫长。</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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<!-- 3. Catalysts & Future Path -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-5">
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<h2 class="section-title">关键催化剂与发展路径</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="font-bold text-lg text-white mb-2">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><strong class="text-emerald-300">业绩验证：</strong>海外巨头(Lumentum/Coherent)财报，验证供需紧张格局。</li>
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<li><strong class="text-emerald-300">产品突破：</strong>国内龙头(源杰科技100G EML等)通过大客户验证，实现从0到1。</li>
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<li><strong class="text-emerald-300">价格传导：</strong>更多厂商宣布涨价，财报毛利率提升。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">长期发展路径</h3>
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<ol class="relative border-l border-gray-500/50">
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-cyan-400 rounded-full mt-1.5 -left-1.5 border border-cyan-200"></div>
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<time class="mb-1 text-sm font-normal leading-none text-gray-400">2024-2025</time>
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<h3 class="text-lg font-semibold text-white">阶段一：800G主导下的国产渗透</h3>
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<p class="text-sm font-normal text-gray-300">在100G EML和高功率CW光源上实现对二线客户的“破冰”。</p>
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</li>
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-fuchsia-400 rounded-full mt-1.5 -left-1.5 border border-fuchsia-200"></div>
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<time class="mb-1 text-sm font-normal leading-none text-gray-400">2025-2026</time>
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<h3 class="text-lg font-semibold text-white">阶段二：1.6T时代的技术洗牌</h3>
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<p class="text-sm font-normal text-gray-300">硅光、CPO技术提供“换道超车”机会，掌握新技术的厂商占据优势。</p>
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</li>
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<li class="ml-4">
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<div class="absolute w-3 h-3 bg-amber-400 rounded-full mt-1.5 -left-1.5 border border-amber-200"></div>
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<time class="mb-1 text-sm font-normal leading-none text-gray-400">2027-2030</time>
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<h3 class="text-lg font-semibold text-white">阶段三：全面国产化与OIO时代</h3>
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<p class="text-sm font-normal text-gray-300">实现200G及以上大规模国产替代，光芯片价值量达到顶峰。</p>
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</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- 4. Industry Chain -->
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<div class="glass-card p-6 md:p-8 col-span-12">
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<h2 class="section-title">产业链图谱与核心公司</h2>
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<div id="industry-chain-chart" style="width: 100%; height: 600px;"></div>
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</div>
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-8">
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<h2 class="section-title">核心玩家对比分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-slate-300 text-sm">
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300">源杰科技 (688498)</h4>
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<p class="font-semibold text-slate-200">定位：国内IDM领导者</p>
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<p class="mt-2"><strong class="text-emerald-400">优势：</strong>国内高速光芯片龙头，具备先发优势和客户信任。CW光源已批量出货，100G EML进展最快，逻辑最纯粹。</p>
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<p class="mt-1"><strong class="text-rose-400">风险：</strong>100G EML能否大规模放量是估值关键。</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300">光迅科技 (002281)</h4>
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<p class="font-semibold text-slate-200">定位：垂直一体化巨头</p>
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<p class="mt-2"><strong class="text-emerald-400">优势：</strong>芯片自给率高（25G达70%），成本优势显著。硅光领域布局领先，能协同优化芯片与模块性能。</p>
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<p class="mt-1"><strong class="text-rose-400">风险：</strong>芯片主要对内供应，弹性或不如纯IDM厂商，面临海外制裁风险。</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300">长光华芯 (688048)</h4>
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<p class="font-semibold text-slate-200">定位：跨界追赶者</p>
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<p class="mt-2"><strong class="text-emerald-400">优势：</strong>工业激光芯片龙头，IDM平台和工艺经验扎实，横向拓展产品矩阵丰富，扩产意愿强。</p>
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<p class="mt-1"><strong class="text-rose-400">风险：</strong>光通信领域是新进入者，客户导入和产品可靠性需时间验证，短期业绩贡献有限。</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl">
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<h4 class="font-bold text-lg text-sky-300">云南锗业 (002428)</h4>
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<p class="font-semibold text-slate-200">定位：上游材料卡位者</p>
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<p class="mt-2"><strong class="text-emerald-400">优势：</strong>逻辑极稀缺，A股唯一覆盖磷化铟、砷化镓核心材料。无论中游谁胜出，都离不开上游。</p>
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<p class="mt-1"><strong class="text-rose-400">风险：</strong>业绩兑现受下游扩产和自身良率影响，周期可能较长。</p>
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</div>
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</div>
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</div>
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<!-- 5. Risks & 6. Conclusion -->
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<div class="glass-card p-6 md:p-8 col-span-12 lg:col-span-4">
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<h2 class="section-title">风险挑战与投资启示</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="font-bold text-lg text-white mb-2">潜在风险</h3>
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<ul class="list-disc list-inside space-y-1 text-sm">
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<li><strong class="text-amber-300">技术风险：</strong>高端芯片良率瓶颈，国产替代进程不及预期；新技术迭代颠覆现有路线。</li>
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<li><strong class="text-amber-300">商业风险：</strong>AI投入增速放缓导致需求波动；成本控制不力侵蚀利润。</li>
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<li><strong class="text-amber-300">竞争风险：</strong>海外龙头大幅扩产或降价；国内赛道内卷加剧。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">综合结论与投资启示</h3>
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<p class="text-sm">光芯片已进入由强基本面驱动、至少持续到2026年的高景气赛道。</p>
|
||
<div class="mt-2">
|
||
<h4 class="font-semibold text-slate-200">最具投资价值环节：</h4>
|
||
<ul class="list-decimal list-inside space-y-1 text-sm mt-1">
|
||
<li>高端光芯片IDM厂商 (业绩弹性最大)</li>
|
||
<li>上游核心材料 (逻辑最稀缺)</li>
|
||
<li>拥抱新技术的垂直一体化龙头 (护城河最深)</li>
|
||
</ul>
|
||
</div>
|
||
<div class="mt-2">
|
||
<h4 class="font-semibold text-slate-200">需重点跟踪指标：</h4>
|
||
<ul class="list-disc list-inside space-y-1 text-sm mt-1">
|
||
<li>云厂商资本开支(Capex)指引</li>
|
||
<li>海外龙头产能利用率与库存</li>
|
||
<li>国内厂商高端产品客户验证进展</li>
|
||
<li>产业链价格趋势与毛利率变化</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Source Data -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="section-title">源数据摘要</h2>
|
||
<div class="join join-vertical w-full">
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-black/20">
|
||
<input type="radio" name="source-accordion" checked="checked" />
|
||
<div class="daisy-collapse-title text-xl font-medium text-cyan-300">
|
||
新闻数据摘要
|
||
</div>
|
||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>政策支持：</strong>广东省发布行动方案(2024-2030)，目标突破10项以上关键技术，支持关键装备、材料、研发国产化。</li>
|
||
<li><strong>技术突破：</strong>清华大学“太极-Ⅱ”光芯片成果发表于《自然》，探索AI大模型光训练新路径。</li>
|
||
<li><strong>市场趋势：</strong>需求旺盛（800G翻倍，1.6T起量），供应紧缺（EML/CW短缺至2026年），价格上涨（出现“加急费”），扩产周期长（IDM模式，>1年）。</li>
|
||
<li><strong>国产化机遇：</strong>海外扩产慢，为国内厂商提供弯道超车空间，2025年被视为“破冰之年”。新技术（硅光、CPO）提供洗牌机会。</li>
|
||
<li><strong>核心企业动态：</strong>源杰科技(CW率先涨价，100G EML验证中)、长光华芯(VCSEL/EML/DFB获高度评价)、仕佳光子(布局DFB)、云南锗业(唯一磷化铟材料商)等均有布局和进展。中际旭创、光迅科技等模块厂也通过自研或投资向上游延伸。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-black/20">
|
||
<input type="radio" name="source-accordion" />
|
||
<div class="daisy-collapse-title text-xl font-medium text-cyan-300">
|
||
路演纪要摘要
|
||
</div>
|
||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>供需格局：</strong>光芯片IDM模式扩产周期长（1-1.5年），100G EML严重紧缺，短缺将持续至2026年。</li>
|
||
<li><strong>技术路线：</strong>硅光主要替代长距单模EML，与短距VCSEL互补。800G/1.6T推动高功率CW激光器用量翻倍。2025年硅光渗透率预计大幅提升。</li>
|
||
<li><strong>国产化现状：</strong>25G自给率超50%，50G约20-30%，100G以上不足5%，与国外有3-5年代差，瓶颈在磷化铟工艺和良率。</li>
|
||
<li><strong>市场规模：</strong>全球光芯片市场约150-200亿元，国内厂商市占率不足10%。AI大模型OIO时代，市场规模或达15-17亿美元。</li>
|
||
<li><strong>厂商进展：</strong>源杰科技(70mW CW量产，100G EML通过验证)、长光华芯(100G EML获龙头订单)、仕佳光子(AWG/DFB增长快)、光迅科技(芯片自研率高，硅光领先)。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow bg-black/20">
|
||
<input type="radio" name="source-accordion" />
|
||
<div class="daisy-collapse-title text-xl font-medium text-cyan-300">
|
||
研报精粹
|
||
</div>
|
||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>长光华芯(688048)：</strong>
|
||
<ul>
|
||
<li>- <strong>产品布局：</strong>已形成EML, DFB, VCSEL, PIN, APD五大类产品矩阵，覆盖单波25G/50G/100G/200G，发布多款国内首创高端光通信芯片。</li>
|
||
<li>- <strong>量产能力：</strong>建设充足量产产能，解决行业供货短缺痛点，光通信产品已获终端客户认可并批量出货。</li>
|
||
<li>- <strong>技术平台：</strong>基于化合物半导体全流程IDM平台，具备从设计到封测的完整能力。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>美芯晟：</strong>
|
||
<ul>
|
||
<li>- <strong>业务方向：</strong>第三成长曲线为信号链光传感器芯片，发布业界首款偏振光表冠传感器。</li>
|
||
<li>- <strong>市场进展：</strong>光学传感产品已进入多家手机客户并量产交付，2024Q1实现千万级收入。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Tables -->
|
||
<div class="glass-card p-6 md:p-8 col-span-12">
|
||
<h2 class="section-title">相关概念股梳理</h2>
|
||
<div role="tablist" class="tabs tabs-lifted tabs-lg">
|
||
<input type="radio" name="stock_tabs" role="tab" class="tab" aria-label="核心个股" checked />
|
||
<div role="tabpanel" class="tab-content bg-base-100/10 border-base-300/20 rounded-box p-6">
|
||
<div class="overflow-x-auto">
|
||
<table class="daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>源杰科技</td><td><a href="https://valuefrontier.cn/company?scode=688498" target="_blank" class="link link-hover link-primary">688498</a></td><td>国内光芯片龙头，10G/25G DFB领先，100G EML/CW光源送样下游客户，有望率先突破。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>长光华芯</td><td><a href="https://valuefrontier.cn/company?scode=688048" target="_blank" class="link link-hover link-primary">688048</a></td><td>已形成全面、丰富的通信光芯片产品矩阵，可满足超大容量的数据通信需求。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>仕佳光子</td><td><a href="https://valuefrontier.cn/company?scode=688313" target="_blank" class="link link-hover link-primary">688313</a></td><td>已建立光无源和光有源芯片IDM全流程业务体系，积累多项光芯片产业化关键技术。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>云南锗业</td><td><a href="https://valuefrontier.cn/company?scode=002428" target="_blank" class="link link-hover link-primary">002428</a></td><td>子公司生产的磷化铟晶片（衬底）可运用于硅光芯片领域，是上游核心材料供应商。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>光迅科技</td><td><a href="https://valuefrontier.cn/company?scode=002281" target="_blank" class="link link-hover link-primary">002281</a></td><td>垂直一体化龙头，25G芯片自给率70%，硅光技术领先，芯片自研有效提升模块毛利率。</td><td><span class="tag tag-blue">相关个股</span></td></tr>
|
||
<tr><td>中际旭创</td><td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank" class="link link-hover link-primary">300308</a></td><td>光模块全球龙头，在400G/800G硅光模块上采用自研硅光芯片技术。</td><td><span class="tag tag-blue">相关个股</span></td></tr>
|
||
<tr><td>光库科技</td><td><a href="https://valuefrontier.cn/company?scode=300620" target="_blank" class="link link-hover link-primary">300620</a></td><td>在珠海启动铌酸锂高速调制器芯片研发及产业化项目，扩大光芯片和器件生产规模。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>罗博特科</td><td><a href="https://valuefrontier.cn/company?scode=300757" target="_blank" class="link link-hover link-primary">300757</a></td><td>参股公司ficonTEC涉及光芯片的测试及组装设备，是产业链上游设备商。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>太辰光</td><td><a href="https://valuefrontier.cn/company?scode=300570" target="_blank" class="link link-hover link-primary">300570</a></td><td>光电共封装技术(CPO)是将光芯片或光模块与ASIC控制芯片封装在一起，公司推进高速率有源产品研发。</td><td><span class="tag tag-purple">涨停个股</span></td></tr>
|
||
<tr><td>华工科技</td><td><a href="https://valuefrontier.cn/company?scode=000988" target="_blank" class="link link-hover link-primary">000988</a></td><td>子公司华工正源是国内为数不多的拥有光芯片基础的企业之一。</td><td><span class="tag tag-blue">相关个股</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<input type="radio" name="stock_tabs" role="tab" class="tab" aria-label="广东专项政策" />
|
||
<div role="tabpanel" class="tab-content bg-base-100/10 border-base-300/20 rounded-box p-6">
|
||
<div class="overflow-x-auto">
|
||
<table class="daisy-table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>逻辑摘要</th><th>地区</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>聚飞光电</td><td><a href="https://valuefrontier.cn/company?scode=300303" target="_blank" class="link link-hover link-primary">300303</a></td><td>参股熹联光芯的硅光芯片可用于CPO。</td><td>广东</td></tr>
|
||
<tr><td>太辰光</td><td><a href="https://valuefrontier.cn/company?scode=300570" target="_blank" class="link link-hover link-primary">300570</a></td><td>主营光通信器件，具备光收发系统等封装集成能力。</td><td>广东</td></tr>
|
||
<tr><td>智立方</td><td><a href="https://valuefrontier.cn/company?scode=301312" target="_blank" class="link link-hover link-primary">301312</a></td><td>立足光芯片领域，产品包括激光芯片贴附设备、AOI设备。</td><td>广东</td></tr>
|
||
<tr><td>光库科技</td><td><a href="https://valuefrontier.cn/company?scode=300620" target="_blank" class="link link-hover link-primary">300620</a></td><td>具备开发800Gbps及以上速率的薄膜铌酸锂调制器芯片能力。</td><td>广东</td></tr>
|
||
<tr><td>铭普光磁</td><td><a href="https://valuefrontier.cn/company?scode=002902" target="_blank" class="link link-hover link-primary">002902</a></td><td>800G光模块在研发中，已开始1.6T的早期研发。</td><td>广东</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<input type="radio" name="stock_tabs" role="tab" class="tab" aria-label="历史涨停股" />
|
||
<div role="tabpanel" class="tab-content bg-base-100/10 border-base-300/20 rounded-box p-6">
|
||
<div class="overflow-x-auto">
|
||
<table class="daisy-table w-full">
|
||
<thead><tr><th>股票名称</th><th>股票代码</th><th>逻辑摘要</th><th>标签</th></tr></thead>
|
||
<tbody>
|
||
<tr><td>华岭股份</td><td><a href="https://valuefrontier.cn/company?scode=430139" target="_blank" class="link link-hover link-primary">430139</a></td><td>前瞻性测试技术研发主要包括硅光芯片测试方案。</td><td>-</td></tr>
|
||
<tr><td>剑桥科技</td><td><a href="https://valuefrontier.cn/company?scode=603083" target="_blank" class="link link-hover link-primary">603083</a></td><td>与国内外头部光芯片生产厂商有战略性合作。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
<tr><td>跃岭股份</td><td><a href="https://valuefrontier.cn/company?scode=002725" target="_blank" class="link link-hover link-primary">002725</a></td><td>参股公司中石光芯研制批量生产基于磷化铟基化合物半导体激光器光芯片。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
<tr><td>力合科创</td><td><a href="https://valuefrontier.cn/company?scode=002243" target="_blank" class="link link-hover link-primary">002243</a></td><td>在光芯片领域投资孵化了深圳博升光电、瑞波光电子等企业。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
<tr><td>赛微电子</td><td><a href="https://valuefrontier.cn/company?scode=300456" target="_blank" class="link link-hover link-primary">300456</a></td><td>光通信产品包括2.5G至50G的DFB和EML光芯片、CW光源等。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
<tr><td>万通发展</td><td><a href="https://valuefrontier.cn/company?scode=600246" target="_blank" class="link link-hover link-primary">600246</a></td><td>筹划购买索尔思光电，其主要产品包括光芯片、光组件和光模块。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
<tr><td>烽火通信</td><td><a href="https://valuefrontier.cn/company?scode=600498" target="_blank" class="link link-hover link-primary">600498</a></td><td>采用的400G相干光器件集成自研的400G光芯片。</td><td><span class="tag tag-red">当时涨停</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
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</div>
|
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|
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|
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|
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|
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|
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|
||
children: [
|
||
{ name: '衬底材料', children: [
|
||
{ name: '云南锗业 (002428)' }, { name: '住友' }, { name: '日本JX' }, { name: 'Freiberger' }
|
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|
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{ name: '外延生长设备', children: [ { name: 'MOCVD (高度垄断)' } ]},
|
||
{ name: '封装测试设备', children: [ { name: '罗博特科 (300757)' }, { name: '智立方 (301312)' } ]}
|
||
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|
||
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|
||
{
|
||
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|
||
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|
||
{ name: 'IDM厂商(国内)', children: [
|
||
{ name: '源杰科技 (688498)' }, { name: '光迅科技 (002281)' }, { name: '长光华芯 (688048)' }, { name: '仕佳光子 (688313)' }, { name: '海信宽带' }, { name: '中科光芯' }
|
||
]},
|
||
{ name: 'IDM厂商(海外)', children: [
|
||
{ name: 'Broadcom' }, { name: 'Lumentum' }, { name: 'Coherent (II-VI)' }, { name: '住友' }, { name: '三菱' }
|
||
]}
|
||
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|
||
},
|
||
{
|
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name: '下游：光器件/光模块',
|
||
children: [
|
||
{ name: '光模块厂商', children: [
|
||
{ name: '中际旭创 (300308)' }, { name: '新易盛 (300502)' }, { name: '光迅科技 (002281)' }, { name: '天孚通信 (300394)' }, { name: '华工科技 (000988)' }, { name: '亨通光电 (600487)' }
|
||
]}
|
||
]
|
||
},
|
||
{
|
||
name: '终端应用',
|
||
children: [
|
||
{ name: '数通云巨头', children: [
|
||
{ name: '微软' }, { name: '谷歌' }, { name: '亚马逊' }, { name: 'Meta' }, { name: '阿里' }, { name: '腾讯' }
|
||
]},
|
||
{ name: '电信设备商', children: [
|
||
{ name: '华为' }, { name: '中兴' }, { name: '思科' }, { name: '诺基亚' }
|
||
]}
|
||
]
|
||
}
|
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|
||
align: 'left',
|
||
color: '#e0e0e0',
|
||
fontSize: 14,
|
||
},
|
||
leaves: {
|
||
label: {
|
||
position: 'right',
|
||
verticalAlign: 'middle',
|
||
align: 'left',
|
||
fontSize: 12,
|
||
}
|
||
},
|
||
emphasis: {
|
||
focus: 'descendant'
|
||
},
|
||
expandAndCollapse: true,
|
||
animationDuration: 550,
|
||
animationDurationUpdate: 750,
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.3)',
|
||
width: 1,
|
||
curveness: 0.5
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
</script>
|
||
|
||
</body>
|
||
</html> |