474 lines
33 KiB
HTML
474 lines
33 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>折叠屏 - 深度行业研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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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 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: #0c0a18;
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background-image:
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radial-gradient(ellipse at 30% 20%, rgba(100, 116, 222, 0.2) 0%, transparent 60%),
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radial-gradient(ellipse at 70% 80%, rgba(192, 38, 211, 0.15) 0%, transparent 60%);
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background-attachment: fixed;
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}
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.glass-card {
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background: rgba(23, 22, 48, 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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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 29, 60, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.2);
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transform: translateY(-4px);
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box-shadow: 0 0 30px rgba(128, 90, 213, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 1024px) {
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.bento-item-span-4 { grid-column: span 4; }
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.bento-item-span-5 { grid-column: span 5; }
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.bento-item-span-6 { grid-column: span 6; }
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.bento-item-span-7 { grid-column: span 7; }
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.bento-item-span-8 { grid-column: span 8; }
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.bento-item-span-12 { grid-column: span 12; }
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}
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.gradient-text {
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background: linear-gradient(90deg, #818cf8, #d946ef);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.glow-border {
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position: relative;
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}
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.glow-border::before {
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content: '';
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position: absolute;
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inset: 0;
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border-radius: 1.5rem;
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padding: 1px;
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background: linear-gradient(45deg, rgba(139, 92, 246, 0.5), rgba(217, 70, 239, 0.5));
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-webkit-mask: linear-gradient(#fff 0 0) content-box, linear-gradient(#fff 0 0);
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-webkit-mask-composite: xor;
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mask-composite: exclude;
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pointer-events: none;
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}
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.subtle-glow {
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text-shadow: 0 0 8px rgba(192, 132, 252, 0.3);
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}
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</style>
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</head>
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<body class="text-gray-300 min-h-screen">
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<div class="container mx-auto p-4 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl lg:text-6xl font-bold gradient-text tracking-wider">折叠屏 概念深度解析</h1>
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<p class="mt-4 text-gray-400 max-w-3xl mx-auto">
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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。
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</p>
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</header>
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<main class="space-y-12">
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<!-- 核心观点摘要 -->
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<section class="bento-item bento-item-span-12 glass-card rounded-3xl p-8 glow-border">
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<h2 class="text-2xl font-bold mb-4 text-violet-300 subtle-glow">核心观点摘要</h2>
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<p class="text-lg text-gray-300 leading-relaxed">
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折叠屏正处在由<strong class="text-cyan-400">技术创新驱动</strong>向<strong class="text-cyan-400">商业化普及过渡</strong>的关键阶段。其核心驱动力源于华为以“三折叠”形态开辟的全新高端市场，以及苹果预期在2026年入局所带来的巨大产业链重塑机遇。当前市场已从单纯的主题炒作进入<strong class="text-fuchsia-400">业绩兑现与预期博弈并存</strong>的阶段，投资价值正沿着产业链从终端品牌向上游核心增量部件（特别是<strong class="text-amber-400">铰链</strong>和<strong class="text-amber-400">UTG</strong>）传导和深化。
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</p>
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</section>
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<!-- Bento Grid -->
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<section class="bento-grid">
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<!-- 概念事件时间轴 -->
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<div class="bento-item lg:bento-item-span-7 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-violet-300 subtle-glow">概念演进：从探索到爆发</h3>
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<ul class="space-y-4 text-sm text-gray-400 flex-grow">
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-3 mt-1 text-cyan-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7"></path></svg>
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<div><strong class="text-gray-200">市场背景 (2023-):</strong> 手机换机周期延长至52个月，折叠屏成少数增长亮点。华为以37.4%份额领跑中国市场。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-3 mt-1 text-cyan-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7"></path></svg>
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<div><strong class="text-gray-200">技术突破 (2024.03):</strong> 华为三折叠屏专利公布，预示下一代产品形态。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-3 mt-1 text-cyan-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7"></path></svg>
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<div><strong class="text-gray-200">格局变化 (2024 Q1):</strong> 华为全球出货量首超三星，市占率达40%，成为全球第一。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-3 mt-1 text-cyan-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7"></path></svg>
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<div><strong class="text-gray-200">里程碑事件 (2024.09.10):</strong> 华为发布全球首款三折屏手机Mate XT，10.2英寸大屏，起售价19999元，预约超500万。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-3 mt-1 text-red-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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<div><strong class="text-red-300">未来引爆点 (2026年预期):</strong> 苹果将发布首款折叠iPhone，预计首年出货量达1000-1500万部，被视为引爆产业链的确定性趋势。</div>
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</li>
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</ul>
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</div>
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<!-- 市场规模与预测 -->
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<div class="bento-item lg:bento-item-span-5 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-violet-300 subtle-glow">市场规模与预测</h3>
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<div id="shipment-chart" class="w-full h-64 lg:h-full flex-grow"></div>
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</div>
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<!-- 核心驱动力 -->
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<div class="bento-item lg:bento-item-span-4 glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold mb-4 text-violet-300 subtle-glow">核心驱动力</h3>
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<ul class="space-y-3 text-sm">
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<li><strong class="text-cyan-400">场景革命:</strong> 华为Mate XT 10.2英寸大屏，从“电子玩具”向“生产力工具”转变。</li>
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<li><strong class="text-cyan-400">成本下降:</strong> 国产化替代（凯盛UTG）和良率提升，华为nova Flip下探至5000元价位。</li>
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<li><strong class="text-cyan-400">巨头入局:</strong> 苹果2026年入局预期，带来千万级增量，重塑供应链。</li>
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</ul>
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</div>
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<!-- 预期差分析 -->
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<div class="bento-item lg:bento-item-span-4 glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold mb-4 text-violet-300 subtle-glow">预期差分析</h3>
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<ul class="space-y-3 text-sm">
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<li><strong class="text-amber-400">盈利分化:</strong> 华为毛利高达80-100%，荣耀约50%，其他安卓品牌低于30%。投资华为链>其他。</li>
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<li><strong class="text-amber-400">出货量预测矛盾:</strong> 华为三折叠备货量80万 vs 10万，24年总出货1000万 vs 500万+，存在过度乐观风险。</li>
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<li><strong class="text-amber-400">苹果技术路线:</strong> 或采用更复杂的“多级多连杆”铰链，成本更高(~$110)，对精密制造和新材料要求远超安卓。</li>
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</ul>
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</div>
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<!-- 市场竞争格局 -->
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<div class="bento-item lg:bento-item-span-4 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="text-xl font-bold mb-4 text-violet-300 subtle-glow">市场竞争格局 (中国)</h3>
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<div id="market-share-chart" class="w-full h-48 lg:h-full flex-grow"></div>
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</div>
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</section>
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<!-- 产业链与核心公司深度剖析 -->
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<section x-data="{ tab: 'chain' }" class="glass-card rounded-3xl p-8">
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<div class="flex border-b border-white/10 mb-6">
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<button @click="tab = 'chain'" :class="{ 'border-violet-400 text-violet-300': tab === 'chain', 'border-transparent text-gray-400': tab !== 'chain' }" class="py-2 px-4 border-b-2 font-medium transition-colors">产业链图谱与核心玩家</button>
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<button @click="tab = 'path'" :class="{ 'border-violet-400 text-violet-300': tab === 'path', 'border-transparent text-gray-400': tab !== 'path' }" class="py-2 px-4 border-b-2 font-medium transition-colors">未来发展路径</button>
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<button @click="tab = 'risks'" :class="{ 'border-violet-400 text-violet-300': tab === 'risks', 'border-transparent text-gray-400': tab !== 'risks' }" class="py-2 px-4 border-b-2 font-medium transition-colors">潜在风险与挑战</button>
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</div>
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<div x-show="tab === 'chain'" class="space-y-6">
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<div>
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<h4 class="font-bold text-lg mb-2 text-cyan-300">产业链图谱</h4>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
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<div class="bg-black/20 p-4 rounded-xl">
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<h5 class="font-semibold text-gray-200 mb-2">上游：核心材料与零部件</h5>
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<p><strong class="text-gray-300">盖板材料:</strong> UTG (凯盛科技), CPI (国风新材)</p>
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<p><strong class="text-gray-300">柔性面板:</strong> 京东方, 维信诺</p>
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<p><strong class="text-gray-300">铰链系统:</strong> MIM件 (东睦股份, 精研科技), 液态金属 (宜安科技)</p>
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<p><strong class="text-gray-300">电池:</strong> 高能量密度电池 (珠海冠宇)</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl">
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<h5 class="font-semibold text-gray-200 mb-2">中游：模组组装与设备</h5>
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<p><strong class="text-gray-300">铰链组装:</strong> 东睦股份, 精研科技</p>
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<p><strong class="text-gray-300">设备:</strong> 贴合设备 (联得装备), 焊接设备 (联赢激光)</p>
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</div>
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<div class="bg-black/20 p-4 rounded-xl">
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<h5 class="font-semibold text-gray-200 mb-2">下游：终端品牌</h5>
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<p><strong class="text-gray-300">当前领导者:</strong> 华为</p>
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<p><strong class="text-gray-300">全球巨头:</strong> 三星, 荣耀, 小米</p>
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<p><strong class="text-gray-300">未来颠覆者 (预期):</strong> 苹果</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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<h4 class="font-bold text-lg mb-2 text-cyan-300">核心玩家对比</h4>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="border border-violet-500/30 p-4 rounded-lg">
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<h5 class="font-bold text-violet-300">领导者 (华为链)</h5>
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<p><strong class="text-gray-200">东睦股份:</strong> 华为MIM核心供应商，铰链模组一体化能力强，消费电子业务收入同比+101.11%，高增长逻辑验证。</p>
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</div>
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<div class="border border-fuchsia-500/30 p-4 rounded-lg">
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<h5 class="font-bold text-fuchsia-300">追赶者 (泛安卓链)</h5>
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<p><strong class="text-gray-200">精研科技:</strong> 客户覆盖三星、小米等，MIM技术深厚，在行业整体增长中分羹，但面临利润压缩风险。</p>
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</div>
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<div class="border border-amber-500/30 p-4 rounded-lg">
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<h5 class="font-bold text-amber-300">潜力颠覆者 (苹果链预期)</h5>
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<p><strong class="text-gray-200">联得装备:</strong> 苹果折叠屏UTG贴合设备“独供”预期，逻辑纯粹，业绩弹性巨大。</p>
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</div>
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<div class="border border-green-500/30 p-4 rounded-lg">
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<h5 class="font-bold text-green-300">国产替代核心</h5>
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<p><strong class="text-gray-200">凯盛科技:</strong> 国内唯一UTG“全国产化产业链”企业，打破海外垄断，成本优势明显，成长空间广阔。</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 x-show="tab === 'path'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-cyan-400">
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<ol>
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<li><strong>第一阶段 (当前-2025年): 安卓系创新深化期。</strong>
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<p>由华为引领的三折叠、卷轴屏等新形态探索将持续，同时竞争将驱动价格下探，市场渗透率稳步提升。此阶段的核心是验证国产供应链的技术实力和成本控制能力。</p>
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</li>
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<li><strong>第二阶段 (2026-2027年): 苹果入局引爆期。</strong>
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<p>苹果的加入将带来行业规模的跃迁，全球出货量有望冲击1亿台大关。产业链将围绕苹果的技术标准进行重构，具备核心技术、稳定良率和规模化生产能力的厂商将迎来黄金发展期。</p>
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</li>
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<li><strong>第三阶段 (2028年以后): 全形态成熟普及期。</strong>
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<p>折叠技术将从手机拓展至平板、PC等更多终端，成本大幅降低，折叠屏有望成为主流电子消费品的标准形态之一。届时，竞争焦点将从硬件创新转向软件生态和应用场景的完善。</p>
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</li>
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</ol>
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</div>
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<div x-show="tab === 'risks'" class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-bold text-lg mb-2 text-red-300">技术风险</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-400">
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<li><strong class="text-gray-200">耐用性瓶颈:</strong> 三折叠对屏幕和铰链的力学性能、抗疲劳性提出指数级增长的要求，折痕与失灵风险仍是核心挑战。</li>
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<li><strong class="text-gray-200">良率与成本:</strong> UTG良率(70%-84%)直接影响成本，更复杂的三折叠屏和苹果高标准铰链，初期良率爬坡存在不确定性。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-lg mb-2 text-red-300">商业化与竞争风险</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-400">
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<li><strong class="text-gray-200">高昂售价:</strong> 华为Mate XT近2万元的售价仍是小众产品，大规模普及需价格下探至5000-8000元区间，考验降本能力。</li>
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<li><strong class="text-gray-200">软件生态适配:</strong> 大部分APP对折叠屏适配不完善，影响用户体验，可能制约购买意愿。</li>
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<li><strong class="text-gray-200">K型分化:</strong> 市场竞争加剧，除华为外，部分安卓厂商出货量不足百万，增收不增利，其供应链风险高。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 明星个股异动分析 -->
|
||
<section>
|
||
<h2 class="text-2xl font-bold mb-6 text-center gradient-text">明星个股异动追踪</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-3xl p-6 glow-border">
|
||
<div class="flex items-center mb-4">
|
||
<h3 class="text-xl font-bold text-amber-300">联得装备 (300545)</h3>
|
||
<span class="ml-auto text-sm bg-amber-500/20 text-amber-300 px-3 py-1 rounded-full">苹果链预期</span>
|
||
</div>
|
||
<p class="text-sm text-gray-400 mb-2"><strong>核心逻辑:</strong> 被研报指认为“苹果折叠屏UTG贴合设备独供”，且苹果2026年出货预期上修至1500万部，直接催化股价。</p>
|
||
<p class="text-sm text-gray-400"><strong>叠加因素:</strong> 公司在三折屏供应链已形成订单，并在固态电池、半导体设备领域有布局，多重热门概念傍身，业绩弹性预期强。</p>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 glow-border">
|
||
<div class="flex items-center mb-4">
|
||
<h3 class="text-xl font-bold text-violet-300">昀冢科技 (688260)</h3>
|
||
<span class="ml-auto text-sm bg-violet-500/20 text-violet-300 px-3 py-1 rounded-full">订单落地</span>
|
||
</div>
|
||
<p class="text-sm text-gray-400 mb-2"><strong>核心逻辑:</strong> 公告获国内头部厂商折叠屏Hinge模组定点，生命周期采购额≥9.2亿元，强力验证了铰链环节的高景气度和价值量。</p>
|
||
<p class="text-sm text-gray-400"><strong>叠加因素:</strong> 工信部政策明确Hinge设备投资补贴，公司是国内唯一通过华为可靠性测试的MIM供应商，订单、政策、资金形成共振。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票列表 -->
|
||
<section>
|
||
<h2 class="text-2xl font-bold mb-6 text-center gradient-text">相关产业链公司梳理</h2>
|
||
<div class="overflow-x-auto glass-card rounded-3xl p-1">
|
||
<table class="table table-zebra-zebra w-full text-sm">
|
||
<thead class="text-gray-200">
|
||
<tr class="border-b border-white/20">
|
||
<th class="p-4 bg-transparent">股票名称</th>
|
||
<th class="p-4 bg-transparent">产业链环节</th>
|
||
<th class="p-4 bg-transparent">核心逻辑 / 业务</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-white/10"><td colspan="3" class="font-bold p-2 bg-slate-800/50 text-cyan-300">盖板玻璃</td></tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=600552" target="_blank" class="font-bold hover:text-cyan-400">凯盛科技 (600552)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-cyan-400 text-cyan-400">UTG</span></td>
|
||
<td class="p-4">国内唯一覆盖“高强玻璃-极薄薄化-高精度后加工”的全国产化UTG产业链，国产替代核心。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=300088" target="_blank" class="font-bold hover:text-cyan-400">长信科技 (300088)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-cyan-400 text-cyan-400">UTG</span></td>
|
||
<td class="p-4">UTG领域技术储备充分，为OPPO Find N3 Flip独供UTG产品。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=300433" target="_blank" class="font-bold hover:text-cyan-400">蓝思科技 (300433)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-cyan-400 text-cyan-400">UTG</span></td>
|
||
<td class="p-4">提供UTG玻璃、CPI薄膜及金属组件，预期切入苹果折叠屏供应链。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=688323" target="_blank" class="font-bold hover:text-cyan-400">瑞华泰 (688323)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-sky-400 text-sky-400">CPI</span></td>
|
||
<td class="p-4">合作研发用于折叠屏盖板的CPI薄膜已完成项目结题并获发明专利。</td>
|
||
</tr>
|
||
|
||
<tr class="border-b border-white/10"><td colspan="3" class="font-bold p-2 bg-slate-800/50 text-violet-300">铰链</td></tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=600114" target="_blank" class="font-bold hover:text-violet-400">东睦股份 (600114)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-violet-400 text-violet-400">MIM / 液态金属</span></td>
|
||
<td class="p-4">华为MIM核心供应商，软磁龙头，具备铰链组装产线，深度受益华为放量。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=300709" target="_blank" class="font-bold hover:text-violet-400">精研科技 (300709)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-violet-400 text-violet-400">MIM</span></td>
|
||
<td class="p-4">MIM工艺龙头，具备零部件到铰链组装一体化能力，客户覆盖H、荣耀、OV、小米。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=300328" target="_blank" class="font-bold hover:text-violet-400">宜安科技 (300328)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-purple-400 text-purple-400">液态金属</span></td>
|
||
<td class="p-4">液态金属产品已在折叠手机铰链上批量应用，为多家知名终端供货。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=300521" target="_blank" class="font-bold hover:text-violet-400">爱司凯 (300521)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-fuchsia-400 text-fuchsia-400">3D打印 / 轴盖</span></td>
|
||
<td class="p-4">荣耀Magic V2轴盖采用钛合金3D打印工艺，公司致力于扩大3D金属打印业务。</td>
|
||
</tr>
|
||
|
||
<tr class="border-b border-white/10"><td colspan="3" class="font-bold p-2 bg-slate-800/50 text-amber-300">显示屏 & 材料</td></tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4">京东方</td>
|
||
<td class="p-4"><span class="badge badge-outline border-amber-400 text-amber-400">柔性AMOLED</span></td>
|
||
<td class="p-4">国内面板龙头，为华为等头部品牌供应柔性OLED屏幕。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=002387" target="_blank" class="font-bold hover:text-amber-400">维信诺 (002387)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-amber-400 text-amber-400">柔性AMOLED</span></td>
|
||
<td class="p-4">国内主要柔性OLED供应商，为荣耀、小米等品牌供货。</td>
|
||
</tr>
|
||
<tr class="border-b border-white/10 hover:bg-white/5 transition-colors">
|
||
<td class="p-4"><a href="https://valuefrontier.cn/company?scode=301387" target="_blank" class="font-bold hover:text-amber-400">光大同创 (301387)</a></td>
|
||
<td class="p-4"><span class="badge badge-outline border-orange-400 text-orange-400">碳纤维</span></td>
|
||
<td class="p-4">碳纤维相关产品获部分折叠屏客户认可，用于轻量化结构件。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-16 text-xs text-gray-500">
|
||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p>本报告由AI投研模型生成，所有数据和分析仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。</p>
|
||
</footer>
|
||
|
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</div>
|
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|
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|
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