497 lines
32 KiB
HTML
497 lines
32 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>深度研究报告：AI服务器钽电容</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/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=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', sans-serif;
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background-color: #0c0a09;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(17, 24, 39, 0.5);
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-webkit-backdrop-filter: blur(20px);
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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;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
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gap: 1.5rem;
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}
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.text-glow {
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text-shadow:
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0 0 5px rgba(0, 191, 255, 0.5),
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0 0 10px rgba(0, 191, 255, 0.5),
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0 0 20px rgba(0, 191, 255, 0.5);
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}
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.text-glow-accent {
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text-shadow:
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0 0 5px rgba(236, 72, 153, 0.6),
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0 0 10px rgba(236, 72, 153, 0.6);
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}
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.section-header {
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font-size: 2.25rem;
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line-height: 2.5rem;
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font-weight: 700;
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color: #f0f9ff;
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margin-bottom: 1.5rem;
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border-left: 4px solid #0ea5e9;
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padding-left: 1rem;
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}
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.bg-sphere {
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position: fixed;
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z-index: -10;
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border-radius: 9999px;
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filter: blur(120px);
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opacity: 0.3;
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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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<!-- Background Gradient Spheres -->
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<div class="bg-sphere w-[600px] h-[600px] bg-cyan-600 top-[-200px] left-[-200px]"></div>
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<div class="bg-sphere w-[500px] h-[500px] bg-pink-600 bottom-[-150px] right-[-150px]"></div>
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<div class="container mx-auto p-4 md:p-8 max-w-7xl">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-5xl md:text-7xl font-bold text-glow tracking-wider">AI服务器钽电容</h1>
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<p class="text-xl md:text-2xl text-slate-300 mt-4">算力功耗革命下的战略性瓶颈</p>
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<div class="mt-8 text-xs text-slate-500">
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<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>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Main Content -->
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<main class="space-y-12">
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<!-- 0. Concept Event -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-header">概念事件：多重共振下的产业趋势爆发</h2>
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<p class="mb-6 text-slate-300">“AI服务器钽电容”概念并非源于单一事件，而是在AI算力军备竞赛背景下，由<strong class="text-cyan-400">需求激增、供给刚性</strong>和<strong class="text-pink-400">价格上涨</strong>等多重因素共振形成的强劲产业趋势。随着NVIDIA等公司AI芯片功耗急剧攀升，钽电容成为保证系统稳定性的理想选择，其战略地位日益凸显。</p>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">需求萌芽期</time>
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<div class="text-lg font-black text-cyan-300">技术驱动</div>
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NVIDIA发布<strong class="text-white">GB200/GB300</strong>等高功耗AI加速器，明确单卡及单机柜对高性能电容需求呈指数级增长。数据显示，GB200 GPU周边需59颗钽电容，一台GB300 NVL72机柜需约2.1万颗。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-yellow-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2024-2025</time>
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<div class="text-lg font-black text-yellow-300">供需失衡显现</div>
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需求端，AI服务器出货量预期持续上修，2025年被视为“需求真正爆发元年”。供给端，全球产能高度集中，上游钽矿资源供给刚性，扩产周期长。市场信号：AVX交货周期从<strong class="text-white">26周延长至38-40周</strong>，行业普遍满产。
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</div>
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<hr class="bg-yellow-400"/>
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</li>
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<li>
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<hr class="bg-yellow-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-pink-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2025 Q4起</time>
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<div class="text-lg font-black text-pink-300">价格传导与市场引爆</div>
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龙头国巨(Kemet)年内二次涨价，自11月1日起对聚合物钽电容提价<strong class="text-white">20%-30%</strong>，范围扩大至直销客户。松下跟进涨价<strong class="text-white">30%</strong>。龙头的大幅提价行为正式引爆市场乐观预期，涨价预计从电容器厂传导至上游钽粉/钽丝。
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</div>
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<hr class="bg-pink-400"/>
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</li>
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</ul>
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</section>
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<!-- 1. Core Logic & Market Analysis -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-header">核心逻辑：刚性需求与刚性供给的尖锐矛盾</h2>
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<p class="mb-6 text-slate-300">AI服务器的功耗革命正将“钽电容”从一个成熟的被动元件推向战略性“算力瓶颈”的位置。其核心逻辑在于，AI芯片高功耗带来的物理需求刚性，与全球产业链供给高度刚性之间的尖锐矛盾。这种矛盾正通过<strong class="text-cyan-400">价格暴涨</strong>和<strong class="text-pink-400">交期延长</strong>的形式兑现，预示着整个产业链已进入高景气度的量价齐升周期。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="p-6 border border-slate-700 rounded-2xl">
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<h3 class="font-bold text-xl mb-3 text-cyan-300">驱动力 1: 物理定律驱动的需求刚性</h3>
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<p class="text-slate-400">算力提升直接与功耗挂钩。钽电容用于GPU/CPU旁，缓解高频运算导致的瞬态负载和电压波动。随着GB200乃至未来Rubin架构芯片TDP飙升至千瓦以上，为保证电流纯净和电压稳定，所需电容的数量和性能等级呈倍数级增长。这并非可有可无的升级，而是保证AI服务器稳定运行的<strong class="text-white">物理基础</strong>。</p>
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<div class="mt-4 text-sm text-slate-500 italic">路演数据测算：仅10万台GB300机柜就将新增210吨钽粉需求，占全球电容器级总需求的40%+。</div>
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</div>
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<div class="p-6 border border-slate-700 rounded-2xl">
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<h3 class="font-bold text-xl mb-3 text-pink-300">驱动力 2: “寡头+资源”双重供给刚性</h3>
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<p class="text-slate-400"><strong class="text-white">中游寡头垄断</strong>：国巨(40%)、AVX(20%)、Vishay(10%)、松下(10%)四大家占据80%市场份额，赋予龙头极强定价权。<br><strong class="text-white">上游资源瓶颈</strong>：全球钽矿未来两年无大规模扩产计划，且多为伴生矿，供给弹性极低。供给瓶颈将是长期性的。</p>
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<div class="mt-4 text-sm text-slate-500 italic">新闻数据：国巨旗下KEMET是全球龙头，市占率约46%，其连续涨价行为印证了行业话语权。</div>
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</div>
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</div>
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</section>
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<!-- 2. Market Dynamics Bento Grid -->
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<section class="p-6 md:p-8">
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<h2 class="section-header">市场动态：量价齐升的数据验证</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Chart -->
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<div class="glass-card p-6 lg:col-span-2">
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<h3 class="font-bold text-lg mb-4 text-slate-200">AI服务器钽电容市场规模预测 (亿元)</h3>
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<div id="marketSizeChart" class="w-full h-80"></div>
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</div>
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<!-- Price Hikes -->
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<div class="glass-card p-6 space-y-4">
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<h3 class="font-bold text-lg mb-4 text-slate-200">厂商价格动态</h3>
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<div class="flex items-center justify-between p-3 bg-slate-800/50 rounded-lg">
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<div>
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<p class="font-bold text-pink-400">国巨(Kemet)</p>
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<p class="text-sm text-slate-400">年内二次涨价</p>
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</div>
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<span class="text-2xl font-bold text-pink-300">+20-30%</span>
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</div>
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<div class="flex items-center justify-between p-3 bg-slate-800/50 rounded-lg">
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<div>
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<p class="font-bold text-sky-400">松下(Panasonic)</p>
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<p class="text-sm text-slate-400">部分产品线</p>
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</div>
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<span class="text-2xl font-bold text-sky-300">+30%</span>
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</div>
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<div class="flex items-center justify-between p-3 bg-slate-800/50 rounded-lg">
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<div>
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<p class="font-bold text-amber-400">AVX / Vishay</p>
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<p class="text-sm text-slate-400">预期跟进</p>
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</div>
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<span class="text-xl font-bold text-amber-300">...</span>
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</div>
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</div>
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<!-- GPU Usage & Lead Time -->
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<div class="glass-card p-6">
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<h3 class="font-bold text-lg mb-4 text-slate-200">用量与价值量 (GB200)</h3>
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<ul class="space-y-2 text-slate-300">
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<li><span class="font-bold text-cyan-400">单GPU周边:</span> 59颗</li>
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<li><span class="font-bold text-cyan-400">单CPU周边:</span> 50颗</li>
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<li><span class="font-bold text-cyan-400">单计算板价值:</span> ≈ 672元</li>
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<li><span class="font-bold text-cyan-400">未来趋势:</span> Rubin架构将进一步提升</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="font-bold text-lg mb-4 text-slate-200">供给缺口与交期</h3>
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<ul class="space-y-2 text-slate-300">
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<li><span class="font-bold text-red-400">AVX交期:</span> 26周 → 38-40周</li>
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<li><span class="font-bold text-red-400">行业状态:</span> 全线满产，供不应求</li>
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<li><span class="font-bold text-red-400">AVX BB Ratio:</span> ≈ 1.3</li>
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<li><span class="font-bold text-red-400">瓶颈预测:</span> 2026年电容器级产品成瓶颈</li>
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</ul>
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</div>
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<!-- Expectation Gap -->
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<div class="glass-card p-6">
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<h3 class="font-bold text-lg mb-4 text-slate-200">预期差分析</h3>
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<p class="text-slate-400 text-sm">
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<strong class="text-white block mb-1">1. 瓶颈认知差:</strong> 市场关注成品涨价，但长期瓶颈可能在上游<strong class="text-yellow-400">电容器级钽粉/钽丝</strong>，其盈利弹性周期或更长。
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<strong class="text-white block mt-2 mb-1">2. 国产替代现实差:</strong> 市场对国产厂商短期内撼动寡头格局的能力可能过度乐观，验证速度和订单规模仍是关键。
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</p>
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</div>
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</div>
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</section>
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<!-- 3. Future Path & Catalysts -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-header">未来发展路径与关键催化剂</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="font-bold text-xl mb-3 text-cyan-300">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-3 text-slate-300">
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<li><strong class="text-white">价格连锁反应:</strong> 关注AVX、Vishay等大厂是否跟进涨价，验证行业景气度。</li>
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<li><strong class="text-white">NVIDIA官方指引:</strong> 新财季GB200/NVL72出货量指引将直接影响需求预期。</li>
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<li><strong class="text-white">国产厂商突破:</strong> 顺络、宏达等获得国际巨头正式供应商认证或大额订单的公告。</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-xl mb-3 text-pink-300">长期发展路径</h3>
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<ol class="list-decimal list-inside space-y-3 text-slate-300">
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<li><strong class="text-white">验证期 (当前):</strong> 市场通过龙头涨价、交期延长验证供需失衡逻辑。</li>
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<li><strong class="text-white">爆发期 (2025-2026):</strong> GB200/NVL72大规模出货，需求实质性爆发，产业链进入全面景气周期。</li>
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<li><strong class="text-white">成熟期 (2027+):</strong> NVIDIA Rubin等更高功耗平台推出，需求持续升级。新增产能释放，竞争格局或因国产技术突破而变化。</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- 4. Industry Chain -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-header">产业链图谱与核心公司剖析</h2>
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<!-- Chain Diagram -->
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<div class="flex flex-col md:flex-row items-center justify-around gap-4 text-center p-4 my-6">
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<div class="p-4 border-2 border-cyan-500 border-dashed rounded-xl w-full md:w-1/4">
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<h4 class="font-bold text-lg text-cyan-300">上游：原材料</h4>
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<p class="text-sm">钽矿/钽粉/钽丝<br/>化学品</p>
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<p class="mt-2 font-bold text-white">东方钽业</p>
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</div>
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<div class="text-cyan-400 text-3xl font-bold">→</div>
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<div class="p-4 border-2 border-pink-500 border-dashed rounded-xl w-full md:w-1/3">
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<h4 class="font-bold text-lg text-pink-300">中游：器件制造</h4>
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<p class="text-sm">钽电容器件</p>
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<p class="mt-2 font-bold text-white">宏达电子, 顺络电子<br/><small>(全球龙头: 国巨, AVX)</small></p>
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</div>
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<div class="text-pink-400 text-3xl font-bold">→</div>
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<div class="p-4 border-2 border-purple-500 border-dashed rounded-xl w-full md:w-1/4">
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<h4 class="font-bold text-lg text-purple-300">下游：应用终端</h4>
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<p class="text-sm">AI服务器/GPU</p>
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<p class="mt-2 font-bold text-white">NVIDIA, AMD<br/>华为, 联想</p>
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</div>
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</div>
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<!-- Core Players -->
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<div class="mt-8 grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<h4 class="font-bold text-lg text-cyan-300">东方钽业</h4>
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<p class="text-sm text-slate-400 mt-2"><strong class="text-white">逻辑：</strong>最纯粹的上游瓶颈，全球核心供应商，业绩释放滞后但周期长、确定性高。</p>
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<p class="text-sm text-slate-500 mt-1">电容器级钽丝全球市占率超50%。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl">
|
||
<h4 class="font-bold text-lg text-pink-300">顺络电子</h4>
|
||
<p class="text-sm text-slate-400 mt-2"><strong class="text-white">逻辑：</strong>高弹性的国产追赶者，AI服务器电感已有突破，客户协同优势。逻辑弹性最大，风险也最高。</p>
|
||
<p class="text-sm text-slate-500 mt-1">不确定性在于验证速度和订单规模。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-xl">
|
||
<h4 class="font-bold text-lg text-purple-300">宏达电子</h4>
|
||
<p class="text-sm text-slate-400 mt-2"><strong class="text-white">逻辑：</strong>高可靠领域的隐形玩家，国内高可靠钽电容龙头，技术底蕴深厚，产品用于军工等严苛环境。</p>
|
||
<p class="text-sm text-slate-500 mt-1">关键在于将技术优势转化为商业成本优势。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. Risks & Challenges -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="section-header">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="p-4 bg-red-900/20 border border-red-500/30 rounded-lg">
|
||
<h4 class="font-bold text-red-300">技术风险</h4>
|
||
<p class="text-sm text-slate-300 mt-2">需警惕MLCC或新型超级电容技术的演进和替代。材料科学的突破可能带来新的解决方案。</p>
|
||
</div>
|
||
<div class="p-4 bg-yellow-900/20 border border-yellow-500/30 rounded-lg">
|
||
<h4 class="font-bold text-yellow-300">商业化风险</h4>
|
||
<p class="text-sm text-slate-300 mt-2">最大的风险是下游AI服务器需求不及预期。若AI投资放缓，对上游元件的需求将剧烈波动。上游原材料价格失控也可能侵蚀利润。</p>
|
||
</div>
|
||
<div class="p-4 bg-orange-900/20 border border-orange-500/30 rounded-lg">
|
||
<h4 class="font-bold text-orange-300">地缘政治与竞争风险</h4>
|
||
<p class="text-sm text-slate-300 mt-2">上游钽矿高度集中在非洲等政治不稳定地区。同时高利润会吸引新玩家或现有玩家加速扩产，长期可能打破供需格局。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 6. Related Stock Analysis -->
|
||
<section x-data="{ open: false }" class="glass-card p-6 md:p-8">
|
||
<div @click="open = !open" class="cursor-pointer">
|
||
<h2 class="section-header flex justify-between items-center">
|
||
相关概念异动分析
|
||
<svg class="w-6 h-6 transform transition-transform" :class="{'rotate-180': open}" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
|
||
</h2>
|
||
</div>
|
||
<div x-show="open" x-collapse>
|
||
<div class="space-y-4 mt-4">
|
||
<div class="p-4 bg-slate-800/50 rounded-lg border border-slate-700">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg text-green-400">江海股份 (002484)</span>
|
||
<span class="badge badge-success badge-outline">+10.01% on 2025-08-29</span>
|
||
</div>
|
||
<p class="text-sm text-slate-300"><strong>核心结论:</strong> 因半年报首次确认AI服务器电源用MLPC“批量交货”，叠加高阶电容盈利拐点与AI电源板块共振，资金抢筹涨停。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg border border-slate-700">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg text-green-400">满坤科技 (301132)</span>
|
||
<span class="badge badge-success badge-outline">+20.01% on 2025-07-17</span>
|
||
</div>
|
||
<p class="text-sm text-slate-300"><strong>核心结论:</strong> 工信部算力行动计划叠加特斯拉Dojo外采服务器消息引爆AI服务器高多层PCB需求，因“小市值+特斯拉/AI服务器双订单”被资金集中攻击。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-lg border border-slate-700">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg text-green-400">深南电路 (002916)</span>
|
||
<span class="badge badge-success badge-outline">+10.00% on 2025-07-28</span>
|
||
</div>
|
||
<p class="text-sm text-slate-300"><strong>核心结论:</strong> 政策+订单双重催化，AI服务器高多层PCB量价齐升逻辑被验证，机构抢筹导致涨停。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 7. Stock Table -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="section-header">产业链核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-base text-slate-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">东方钽业</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000962" target="_blank" class="link link-hover text-cyan-400">000962</a></td>
|
||
<td><span class="badge badge-info badge-outline">原料</span></td>
|
||
<td>公司电容器级钽粉国内市占率50%左右，全球占20%左右；电容器用钽丝全球市占率超50%。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">宏达电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300726" target="_blank" class="link link-hover text-cyan-400">300726</a></td>
|
||
<td><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>国内高可靠钽电容器生产领域的龙头企业。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">顺络电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002138" target="_blank" class="link link-hover text-cyan-400">002138</a></td>
|
||
<td><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>为全球顶级客户开发新型结构钽电容，产品已为客户配套供应。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">振华科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000733" target="_blank" class="link link-hover text-cyan-400">000733</a></td>
|
||
<td><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>民用钽电容器在国产服务器中开始供货；片式钽电解电容器产能4.8亿只/年。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">火炬电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603678" target="_blank" class="link link-hover text-cyan-400">603678</a></td>
|
||
<td><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>公司成熟产品包括钽电容器。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">风华高科</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000636" target="_blank" class="link link-hover text-cyan-400">000636</a></td>
|
||
<td><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>钽电容为公司销售产品之一。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">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><span class="badge badge-primary badge-outline">产品</span></td>
|
||
<td>完成抗振动高能钽电容技术攻关和高分子钽电容产品研发。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">杰普特</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688025" target="_blank" class="link link-hover text-cyan-400">688025</a></td>
|
||
<td><span class="badge badge-accent badge-outline">设备</span></td>
|
||
<td>钽电容双工位智能焊接设备研制成功。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">新宙邦</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300037" target="_blank" class="link link-hover text-cyan-400">300037</a></td>
|
||
<td><span class="badge badge-secondary badge-outline">化学品</span></td>
|
||
<td>钽电容用化学品。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
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|
||
|
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