422 lines
30 KiB
HTML
422 lines
30 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>碳化硅 (SiC) 深度投研报告</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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=Poppins:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Poppins', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(circle at 15% 15%, rgba(100, 80, 200, 0.2) 0%, transparent 40%),
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radial-gradient(circle at 85% 75%, rgba(0, 245, 255, 0.15) 0%, 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: rgba(26, 16, 60, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 24px;
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 40px rgba(0, 245, 255, 0.2), 0 0 60px rgba(180, 100, 255, 0.1);
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border-color: rgba(0, 245, 255, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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h1, h2, h3 {
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text-shadow: 0 0 10px rgba(0, 245, 255, 0.3);
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}
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.glow-text {
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color: #00f5ff;
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text-shadow: 0 0 5px #00f5ff, 0 0 10px #00f5ff;
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}
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.timeline-item::before {
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background-color: #00f5ff;
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}
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.timeline-item .timeline-marker {
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background-color: #0c0a18;
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border-color: #00f5ff;
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box-shadow: 0 0 10px #00f5ff;
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}
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.section-title {
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position: relative;
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padding-bottom: 0.5rem;
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margin-bottom: 1.5rem;
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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: 80px;
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height: 3px;
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background: linear-gradient(90deg, #00f5ff, #a259ff);
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border-radius: 2px;
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box-shadow: 0 0 8px #00f5ff;
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="container mx-auto px-4 py-8 md:py-16">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-bold mb-4 tracking-wider bg-clip-text text-transparent bg-gradient-to-r from-cyan-300 via-purple-400 to-cyan-300">
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碳化硅 (SiC) 深度投研
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">第三代半导体革命：从新能源汽车到AI算力与AR光学的价值重估</p>
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</header>
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<!-- Concept Insight -->
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<section x-data="{}" class="space-y-12">
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<!-- Core View Summary -->
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<div class="glass-card p-8">
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<h2 class="text-2xl font-semibold mb-4 section-title">核心观点摘要</h2>
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<blockquote class="border-l-4 border-cyan-400 pl-6 text-lg italic text-slate-200">
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碳化硅正处在一个关键的“价值重估”十字路口。它已从一个由新能源汽车单一驱动的周期性成长故事，裂变为由“AI算力散热”和“AR光学显示”共同开启“第二成长曲线”的平台型技术叙事。当前，行业正经历着从6英寸到8英寸的技术代际升级和残酷的价格战洗牌，但具备技术、规模和客户优势的头部企业有望穿越周期，享受新应用场景带来的巨大估值弹性。
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</blockquote>
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</div>
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<!-- Concept Evolution Timeline -->
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<div>
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<h2 class="text-3xl font-bold mb-8 text-center section-title mx-auto" style="width: fit-content;">概念演进三部曲</h2>
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<div class="grid md:grid-cols-3 gap-8">
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<!-- Stage 1 -->
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<div class="glass-card p-6 flex flex-col">
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<div class="mb-4">
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<span class="badge badge-outline border-cyan-400 text-cyan-400">第一阶段 | ~2024年</span>
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<h3 class="text-xl font-semibold mt-2">新能源汽车驱动</h3>
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</div>
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<p class="text-slate-300 text-sm flex-grow">随着新能源汽车向800V/1000V高压平台演进，SiC凭借耐高压、低损耗特性从“可选项”升级为“必选项”。2024年被视为“车规级应用爆发元年”，比亚迪、小米等车型规模化配置，市场进入“平权时代”，渗透率加速提升。</p>
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</div>
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<!-- Stage 2 -->
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<div class="glass-card p-6 flex flex-col">
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<div class="mb-4">
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<span class="badge badge-outline border-purple-400 text-purple-400">第二阶段 | 2024-2025年</span>
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<h3 class="text-xl font-semibold mt-2">产业深化与“内卷”加剧</h3>
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</div>
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<p class="text-slate-300 text-sm flex-grow">产业进入“8英寸时代”，成本快速下降，竞争白热化。6英寸衬底价格腰斩，价格战激烈。发改委窗口指导标志行业进入“反内卷”和供给侧优化的新阶段，资源向头部企业集中。</p>
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</div>
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<!-- Stage 3 -->
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<div class="glass-card p-6 flex flex-col">
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<div class="mb-4">
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<span class="badge badge-outline border-pink-400 text-pink-400">第三阶段 | 2025年~</span>
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<h3 class="text-xl font-semibold mt-2">新增长曲线开启</h3>
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</div>
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<p class="text-slate-300 text-sm flex-grow">市场担忧新能源车渗透率见顶，AI算力与AR光学成为估值重塑的关键。英伟达Rubin GPU计划采用SiC解决散热瓶颈，Meta选择SiC作为AR眼镜核心光学材料，为产业打开全新的成长空间。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Analysis -->
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<div class="glass-card p-8">
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<h2 class="text-2xl font-semibold mb-6 section-title">核心逻辑与市场认知</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold mb-3 text-cyan-300">三大核心驱动力</h3>
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<ul class="space-y-3 text-sm text-slate-300">
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<li><strong class="font-medium text-white">物理性能代差优势：</strong>宽禁带、高热导率等特性，是其在高压、高频、高温场景替代硅基器件的根本原因。</li>
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<li><strong class="font-medium text-white">成本下降驱动“平权”：</strong>向8英寸晶圆升级驱动成本快速下降，应用从高端下沉至大众市场，实现规模爆发。</li>
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<li><strong class="font-medium text-white">新场景技术不可替代性：</strong>在AI芯片封装（高导热）和AR眼镜（高折射率）中是“必需品”，而非简单“替代品”，打开全新增量空间。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-purple-300">市场情绪：“冰火两重天”</h3>
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<ul class="space-y-3 text-sm text-slate-300">
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<li><strong class="font-medium text-white">🔥 火 (乐观):</strong> 对AI和AR新应用前景极为乐观，英伟达消息引爆板块，市场愿为“星辰大海”的叙事支付高估值溢价。</li>
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<li><strong class="font-medium text-white">🧊 冰 (谨慎):</strong> 对存量汽车市场，因价格战、产能过剩风险及政府“反内卷”指导，对短期盈利能力存在担忧和分歧。</li>
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</ul>
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</div>
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</div>
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<div class="mt-8">
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<h3 class="text-xl font-semibold mb-3 text-pink-300">预期差分析</h3>
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<ul class="space-y-2 text-sm list-disc list-inside text-slate-300">
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<li><strong class="font-medium text-white">“增长”与“盈利”的预期差：</strong>营收高速增长背后是价格战导致的盈利能力受损，营收与利润增长可能不同步。</li>
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<li><strong class="font-medium text-white">“远景”与“现实”的预期差：</strong>AR眼镜等新应用商业化路径漫长，成本高昂，短期难以贡献实质性收入。</li>
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<li><strong class="font-medium text-white">“国产替代”与“技术代差”的预期差：</strong>国产厂商份额提升，但在核心技术（如光学级衬底）上与国外龙头仍存代差。</li>
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</ul>
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</div>
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</div>
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<!-- Market Size Chart & Application Frontiers -->
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<div class="grid lg:grid-cols-2 gap-8 items-start">
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<div class="glass-card p-6 h-full flex flex-col">
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<h3 class="text-xl font-semibold mb-4 section-title">全球碳化硅功率器件市场规模预测</h3>
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<div id="market-size-chart" class="w-full flex-grow" style="height: 400px;"></div>
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<p class="text-xs text-center text-slate-400 mt-2">数据来源：Yole Development，年复合增长率 (CAGR) 约 24%</p>
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</div>
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<div class="space-y-8">
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<div class="glass-card p-6">
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<h3 class="text-xl font-semibold mb-4 section-title">三大新兴应用前沿</h3>
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<div class="space-y-4">
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-semibold text-cyan-300">1. AI算力芯片散热</h4>
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<p class="text-sm text-slate-300">英伟达新一代GPU (Rubin) 功耗翻倍至1400W，计划在CoWoS先进封装中采用SiC衬底作为中介层。SiC热导率 (~500W/mK) 远超硅 (~150W/mK)，是解决高密度算力散热瓶颈的关键。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-semibold text-purple-300">2. AR眼镜光学核心</h4>
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<p class="text-sm text-slate-300">Meta选择SiC作为AR光波导镜片核心材料。利用其高达2.7的折射率，可实现镜片极致轻薄、解决彩虹效应并拓宽视场角。千万副出货量有望创造百亿级SiC市场。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-semibold text-pink-300">3. 新能源汽车高压平台</h4>
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<p class="text-sm text-slate-300">800V/1000V高压平台成为行业趋势，SiC是实现高效快充、降低电控系统体积和能耗的必然选择。比亚迪等车企已深度布局，推动SiC向20万元以下车型渗透。</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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<!-- Catalysts & Future Path -->
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<div class="grid md:grid-cols-2 gap-8">
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<div class="glass-card p-6">
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<h3 class="text-xl font-semibold mb-4 section-title">近期关键催化剂</h3>
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<ul class="space-y-3 text-sm list-disc list-inside text-slate-300">
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<li><strong>英伟达官方确认：</strong>在GTC等关键会议上正式发布Rubin架构，明确将SiC用于CoWoS封装。</li>
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<li><strong>8英寸订单突破：</strong>国内龙头企业宣布其8英寸衬底获国际一线大厂批量订单或长协。</li>
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<li><strong>比亚迪1000V车型发布：</strong>验证SiC在超高压平台的性能优势和商业化进程。</li>
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<li><strong>Meta AR眼镜原型机亮相：</strong>展示搭载SiC光波导镜片的光学效果，提振市场信心。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-xl font-semibold mb-4 section-title">长期发展路径</h3>
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<ul class="space-y-3 text-sm list-disc list-inside text-slate-300">
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<li><strong>技术路径：</strong>6英寸 → 8英寸 (当前-2026) → 12英寸 (2026后)，尺寸升级是降本增效核心。</li>
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<li><strong>应用渗透：</strong>汽车(高端→大众)、AI算力(验证→规模导入)、AR(原型→普及)。</li>
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<li><strong>产业格局：</strong>价格战(当前) → 行业出清/整合 (2025-2026) → 寡头垄断 (2027后)。</li>
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</ul>
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</div>
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</div>
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<!-- Industry Chain and Key Players -->
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<div class="glass-card p-8">
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<h2 class="text-2xl font-semibold mb-6 text-center section-title mx-auto" style="width: fit-content;">产业链与核心公司剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center mb-8">
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-bold text-cyan-300">上游</h4>
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<p class="text-sm text-slate-300">设备 (长晶/外延炉) & 材料 (热场)</p>
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<p class="text-xs text-slate-400 mt-1">晶盛机电, 北方华创, 晶升股份, 金博股份</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-bold text-purple-300">中游</h4>
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<p class="text-sm text-slate-300">衬底 & 外延片</p>
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<p class="text-xs text-slate-400 mt-1">天岳先进, 晶盛机电, 三安光电</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl">
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<h4 class="font-bold text-pink-300">下游</h4>
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<p class="text-sm text-slate-300">器件 & 模块</p>
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<p class="text-xs text-slate-400 mt-1">斯达半导, 芯联集成, 时代电气, 华润微</p>
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</div>
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</div>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="p-4 border border-slate-700 rounded-lg bg-black bg-opacity-20 transition-all duration-300 hover:border-cyan-400 hover:shadow-lg hover:shadow-cyan-500/10">
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<h4 class="font-semibold text-lg">天岳先进</h4>
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<p class="text-sm text-slate-300"><strong>定位：</strong>国内衬底龙头，市占率全球第二。深度绑定英飞凌、博世，8/12英寸技术领先。</p>
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<p class="text-xs text-slate-400 mt-2"><strong>风险：</strong>业务单一，完全暴露于衬底价格战风险，毛利率波动大。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg bg-black bg-opacity-20 transition-all duration-300 hover:border-cyan-400 hover:shadow-lg hover:shadow-cyan-500/10">
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<h4 class="font-semibold text-lg">晶盛机电</h4>
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<p class="text-sm text-slate-300"><strong>定位：</strong>“设备+材料”一体化。自研设备反哺材料生产，成本控制力强，技术储备深厚。</p>
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<p class="text-xs text-slate-400 mt-2"><strong>风险：</strong>同时扮演“裁判员”与“运动员”角色，可能与客户产生竞争关系。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg bg-black bg-opacity-20 transition-all duration-300 hover:border-cyan-400 hover:shadow-lg hover:shadow-cyan-500/10">
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<h4 class="font-semibold text-lg">三安光电</h4>
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<p class="text-sm text-slate-300"><strong>定位：</strong>IDM模式，垂直整合。与意法半导体合资锁定出海口，产能规划巨大。</p>
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<p class="text-xs text-slate-400 mt-2"><strong>风险：</strong>资本开支压力重，SiC业务占比尚不高，整合效率是关键。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-lg bg-black bg-opacity-20 transition-all duration-300 hover:border-cyan-400 hover:shadow-lg hover:shadow-cyan-500/10">
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<h4 class="font-semibold text-lg">芯联集成</h4>
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<p class="text-sm text-slate-300"><strong>定位：</strong>车规级器件黑马。深度绑定广汽、蔚来等车企，模块装机量高速增长。</p>
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<p class="text-xs text-slate-400 mt-2"><strong>风险：</strong>上游衬底成本与供应是其命门，器件行业竞争激烈。</p>
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</div>
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</div>
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</div>
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<!-- Risks -->
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<div class="glass-card p-8">
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<h2 class="text-2xl font-semibold mb-6 section-title">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="alert bg-yellow-900 bg-opacity-30 border-yellow-500 text-yellow-300">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">技术风险</h3>
|
||
<div class="text-xs">8/12英寸衬底良率是核心瓶颈。若良率提升不及预期，将严重拖累成本下降和商业化进程。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-red-900 bg-opacity-30 border-red-500 text-red-300">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">商业化风险</h3>
|
||
<div class="text-xs">价格战可能失控，导致全行业“增收不增利”。新应用场景（AI/AR）落地缓慢，兑现时间或大幅推迟。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-blue-900 bg-opacity-30 border-blue-500 text-blue-300">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div>
|
||
<h3 class="font-bold">竞争与政策风险</h3>
|
||
<div class="text-xs">国际巨头加速8英寸布局，技术专利壁垒深厚。“反内卷”政策增加中小企业扩产不确定性。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-purple-900 bg-opacity-30 border-purple-500 text-purple-300">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M21 21l-6-6m2-5a7 7 0 11-14 0 7 7 0 0114 0zM10 7v3m0 0v3m0-3h3m-3 0H7" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">数据交叉验证风险</h3>
|
||
<div class="text-xs">不同来源对8英寸衬底价格、产能利用率等关键数据存在矛盾，表明市场价格体系尚不稳定，信息透明度低。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="glass-card p-8">
|
||
<h2 class="text-2xl font-semibold mb-6 text-center section-title mx-auto" style="width: fit-content;">相关概念股票池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 最新动态</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be injected here -->
|
||
<tr><td>天岳先进</td><td><a href='https://valuefrontier.cn/company?scode=688234' target='_blank' class='link link-hover text-cyan-400'>688234</a></td><td>全球导电型衬底市占率第二(22.8%)，已向英飞凌等国际大厂供货，率先发布12英寸产品。</td><td><span class='badge badge-primary badge-outline'>衬底</span></td></tr>
|
||
<tr><td>晶盛机电</td><td><a href='https://valuefrontier.cn/company?scode=300316' target='_blank' class='link link-hover text-cyan-400'>300316</a></td><td>设备+材料一体化布局，成功长出12英寸晶体，设备覆盖长晶到加工全链条，客户包括瀚天天成、芯联集成等。</td><td><span class='badge badge-secondary badge-outline'>设备</span> <span class='badge badge-primary badge-outline'>衬底</span></td></tr>
|
||
<tr><td>三安光电</td><td><a href='https://valuefrontier.cn/company?scode=600703' target='_blank' class='link link-hover text-cyan-400'>600703</a></td><td>IDM模式，与意法半导体合资8英寸SiC晶圆厂，配套衬底与外延产能，垂直整合优势明显。</td><td><span class='badge badge-primary badge-outline'>衬底</span> <span class='badge badge-accent badge-outline'>外延片</span> <span class='badge badge-info badge-outline'>器件</span></td></tr>
|
||
<tr><td>北方华创</td><td><a href='https://valuefrontier.cn/company?scode=002371' target='_blank' class='link link-hover text-cyan-400'>002371</a></td><td>设备龙头，提供晶体生长、外延、刻蚀等全面解决方案，8英寸电阻式SiC长晶炉已批量出货。</td><td><span class='badge badge-secondary badge-outline'>设备 (长晶炉/外延炉)</span></td></tr>
|
||
<tr><td>斯达半导</td><td><a href='https://valuefrontier.cn/company?scode=603290' target='_blank' class='link link-hover text-cyan-400'>603290</a></td><td>募投建设6万片6英寸车规级SiC MOSFET芯片产能，提升车规级芯片自供能力。</td><td><span class='badge badge-info badge-outline'>器件</span></td></tr>
|
||
<tr><td>晶升股份</td><td><a href='https://valuefrontier.cn/company?scode=688478' target='_blank' class='link link-hover text-cyan-400'>688478</a></td><td>8英寸长晶设备覆盖80%国内客户，并向切割、外延设备延伸，完善全链条能力。</td><td><span class='badge badge-secondary badge-outline'>设备 (长晶炉)</span></td></tr>
|
||
<tr><td>露笑科技</td><td><a href='https://valuefrontier.cn/company?scode=002617' target='_blank' class='link link-hover text-cyan-400'>002617</a></td><td>主营6英寸导电型碳化硅衬底片生产销售，规划年产20万片。</td><td><span class='badge badge-primary badge-outline'>衬底</span></td></tr>
|
||
<tr><td>华润微</td><td><a href='https://valuefrontier.cn/company?scode=688396' target='_blank' class='link link-hover text-cyan-400'>688396</a></td><td>已形成系列化SiC二极管和MOSFET产品，正在市场推广上量阶段。</td><td><span class='badge badge-info badge-outline'>器件</span></td></tr>
|
||
<tr><td>时代电气</td><td><a href='https://valuefrontier.cn/company?scode=688187' target='_blank' class='link link-hover text-cyan-400'>688187</a></td><td>产线从4英寸升级至6英寸，年产能提升至2.5万片。</td><td><span class='badge badge-info badge-outline'>器件</span></td></tr>
|
||
<tr><td>扬杰科技</td><td><a href='https://valuefrontier.cn/company?scode=300373' target='_blank' class='link link-hover text-cyan-400'>300373</a></td><td>首条SiC芯片产线已投产，与外延片供应商签署战略合作，优化供应链。</td><td><span class='badge badge-info badge-outline'>器件</span></td></tr>
|
||
<tr><td>合盛硅业</td><td><a href='https://valuefrontier.cn/company?scode=603260' target='_blank' class='link link-hover text-cyan-400'>603260</a></td><td>6英寸碳化硅衬底已全面量产，8英寸已开始小批量生产，12英寸研发顺利。</td><td><span class='badge badge-primary badge-outline'>衬底</span></td></tr>
|
||
<tr><td>东尼电子</td><td><a href='https://valuefrontier.cn/company?scode=' target='_blank' class='link link-hover text-cyan-400'></a></td><td>8英寸碳化硅衬底处于研发验证阶段，已有小批量订单。</td><td><span class='badge badge-primary badge-outline'>衬底</span></td></tr>
|
||
<tr><td>高测股份</td><td><a href='https://valuefrontier.cn/company?scode=688556' target='_blank' class='link link-hover text-cyan-400'>688556</a></td><td>碳化硅金刚线切片机市占率领先。</td><td><span class='badge badge-secondary badge-outline'>设备 (切片机)</span></td></tr>
|
||
<tr><td>德龙激光</td><td><a href='https://valuefrontier.cn/company?scode=688170' target='_blank' class='link link-hover text-cyan-400'>688170</a></td><td>激光切割设备市占率约50%，已具备8英寸晶锭加工能力并在头部企业验证使用。</td><td><span class='badge badge-secondary badge-outline'>设备 (激光切割)</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="mt-16 text-center text-xs text-slate-500">
|
||
<p>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</p>
|
||
<p class="mt-1">本报告为AI合成数据，所有信息仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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