1240 lines
70 KiB
HTML
1240 lines
70 KiB
HTML
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<!DOCTYPE html>
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<title>半导体技术封锁与国产替代 - 行业洞察报告</title>
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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.tech-card {
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.table-container {
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overflow-x: auto;
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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}
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}
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#particles-js {
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position: fixed;
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">
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<span class="highlight-text">半导体技术封锁与国产替代</span>
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</h1>
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<p class="text-xl text-slate-300 max-w-3xl mx-auto">
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2018年中美贸易摩擦以来，美国对华半导体技术封锁持续升级，倒逼国产替代成为国家战略
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="tech-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">概念事件</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">背景</h3>
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<p class="text-slate-300 mb-4">
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2018年中美贸易摩擦以来，美国对华半导体技术封锁持续升级，从<strong>实体清单</strong>（华为、中芯国际等）到<strong>出口管制</strong>（限制14nm以下设备、AI芯片），再到<strong>多边联盟</strong>（美日荷CHIP4、ASML禁售EUV）。2024-2025年，特朗普可能回归进一步加剧封锁，<strong>倒逼国产替代</strong>成为国家战略。
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</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">时间轴</h3>
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<div class="space-y-4 relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div>
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<span class="font-semibold text-blue-400">2018-2020</span>
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<p class="text-slate-300">中兴、华为被列入实体清单，台积电断供海思</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div>
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<span class="font-semibold text-blue-400">2020-2022</span>
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<p class="text-slate-300">中芯国际被禁EUV光刻机，美国限制10nm以下设备出口</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div>
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<span class="font-semibold text-blue-400">2023-2024</span>
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<p class="text-slate-300">美日荷联合封锁，ASML停止部分DUV光刻机对华销售</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div>
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<span class="font-semibold text-blue-400">2025</span>
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<p class="text-slate-300">特朗普胜选预期下，<strong>新一轮制裁</strong>可能覆盖AI芯片（如H20禁售）、先进封装设备</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="tech-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="font-semibold mb-2">当前阶段</h3>
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<p class="text-slate-300 text-sm">国产替代从<strong>"政策驱动"</strong>转向<strong>"技术突破+订单兑现"</strong>阶段，<strong>2025年是关键验证年</strong></p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="font-semibold mb-2">核心驱动力</h3>
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<p class="text-slate-300 text-sm">美国技术封锁升级（<strong>2025年可能新增200家中国芯片公司制裁</strong>）+ 国内晶圆厂扩产（<strong>中芯国际2025年资本开支超预期</strong>）</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-gem"></i>
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</div>
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<h3 class="font-semibold mb-2">未来潜力</h3>
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<p class="text-slate-300 text-sm"><strong>半导体设备国产化率从20%→50%</strong>（2025-2030），<strong>材料领域（光刻胶、靶材）从10%→30%</strong></p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="tech-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-slate-200">核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800/30 p-4 rounded-lg border-l-4 border-blue-500">
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<h4 class="font-semibold mb-2 text-blue-400">技术封锁倒逼</h4>
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<ul class="text-slate-300 text-sm space-y-1">
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<li>• 美国2025年可能将<strong>200家中国芯片公司</strong>列入实体清单</li>
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<li>• <strong>彻底断供阀门</strong>（Swagelok、VAT已停供中国）</li>
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<li>• <strong>交期延长至3-6个月</strong></li>
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</ul>
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</div>
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<div class="bg-slate-800/30 p-4 rounded-lg border-l-4 border-purple-500">
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<h4 class="font-semibold mb-2 text-purple-400">国产技术突破</h4>
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<ul class="text-slate-300 text-sm space-y-1">
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<li>• <strong>北方华创</strong>：离子注入机、12英寸电镀设备</li>
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<li>• <strong>中微公司</strong>：5nm刻蚀设备量产，精度达0.2I</li>
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<li>• <strong>新莱应材</strong>：半导体阀门通过审厂，<strong>订单缺口上亿</strong></li>
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</ul>
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</div>
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<div class="bg-slate-800/30 p-4 rounded-lg border-l-4 border-green-500">
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<h4 class="font-semibold mb-2 text-green-400">政策资金加码</h4>
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<ul class="text-slate-300 text-sm space-y-1">
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<li>• <strong>大基金三期3440亿元</strong>（2024年5月成立）</li>
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<li>• 重点投向<strong>设备、材料、AI芯片</strong></li>
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<li>• 国家战略层面支持</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
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<i class="fas fa-fire text-xs"></i>
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</div>
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<div>
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<p class="font-medium text-slate-200">新闻热度</p>
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<p class="text-slate-300 text-sm">2025年1月"国产替代"舆情指数<strong>环比+80%</strong>（中科系阀门公司订单激增）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
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<i class="fas fa-file-alt text-xs"></i>
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</div>
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<div>
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<p class="font-medium text-slate-200">研报密集度</p>
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<p class="text-slate-300 text-sm">2024年12月-2025年3月，<strong>中信、天风、华泰等10+家券商</strong>密集发布国产替代专题报告</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
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<i class="fas fa-balance-scale text-xs"></i>
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</div>
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<div>
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<p class="font-medium text-slate-200">情绪分歧</p>
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<p class="text-slate-300 text-sm">部分投资者担忧<strong>成熟制程产能过剩</strong>（28nm），但机构共识是<strong>先进制程（5nm/7nm）和存储扩产</strong>将抵消压力</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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<h3 class="text-lg font-semibold mb-3 text-slate-200">预期差分析</h3>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="mb-4">
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<p class="font-medium text-blue-400 mb-2">市场忽略点</p>
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<ul class="text-slate-300 text-sm space-y-2">
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>耗材属性</strong>：半导体阀门是<strong>3-6个月更换的耗材</strong>（非一次性设备），<strong>100亿市场</strong>中<strong>新莱应材</strong>仅1.5亿收入，<strong>弹性极大</strong></span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>估值修复</strong>：新莱应材<strong>27倍PE</strong>（2024年3.5亿利润），对标富创、江丰<strong>45倍PE</strong>，<strong>60%修复空间</strong></span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="tech-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-6 mb-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
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<div class="flex items-center mb-2">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<span class="font-bold text-white">1</span>
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</div>
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<h4 class="font-semibold text-slate-200">2025年SEMICON上海展会（3月）</h4>
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</div>
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<p class="text-slate-300 text-sm ml-11"><strong>长江存储"全国产化"产线</strong>试产，<strong>赛腾股份</strong>HBM检测设备订单落地</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-purple-500">
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<div class="flex items-center mb-2">
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<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<span class="font-bold text-white">2</span>
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</div>
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<h4 class="font-semibold text-slate-200">美国制裁落地</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11">若<strong>200家芯片公司</strong>被制裁，<strong>国产设备/材料</strong>招标将加速（如中芯国际、长鑫存储）</p>
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||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<div class="flex items-center mb-2">
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<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<span class="font-bold text-white">3</span>
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</div>
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<h4 class="font-semibold text-slate-200">大基金三期投资</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11">预计<strong>Q2-Q3</strong>公布首批投资项目，<strong>设备/材料龙头</strong>（北方华创、雅克科技）直接受益</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">长期发展路径</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
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||
<div class="flex items-center mb-2">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<i class="fas fa-calendar-alt text-white"></i>
|
||
</div>
|
||
<h4 class="font-semibold text-slate-200">2025-2027</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11"><strong>设备国产化率25%→40%</strong>（刻蚀、薄膜沉积突破），<strong>材料国产化率10%→20%</strong>（光刻胶、靶材）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
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<div class="flex items-center mb-2">
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<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<i class="fas fa-calendar-alt text-white"></i>
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</div>
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<h4 class="font-semibold text-slate-200">2028-2030</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11"><strong>光刻机（上海微电子28nm）</strong>量产，<strong>先进封装（Chiplet）</strong>国产替代完成</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
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<div class="flex items-center mb-2">
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<div class="bg-green-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<i class="fas fa-flag-checkered text-white"></i>
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||
</div>
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<h4 class="font-semibold text-slate-200">终极形态</h4>
|
||
</div>
|
||
<p class="text-slate-300 text-sm ml-11"><strong>半导体全产业链自主可控</strong>（设计-制造-设备-材料），<strong>国产替代市值空间超万亿</strong></p>
|
||
</div>
|
||
</div>
|
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</div>
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</div>
|
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</div>
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|
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<!-- 产业链与核心公司 -->
|
||
<div class="tech-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<div class="text-blue-400 text-3xl mb-2">
|
||
<i class="fas fa-flask"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">上游</h4>
|
||
<p class="text-slate-300 text-sm"><strong>材料</strong>（光刻胶-南大光电、靶材-江丰电子、阀门-新莱应材）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<div class="text-purple-400 text-3xl mb-2">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">中游</h4>
|
||
<p class="text-slate-300 text-sm"><strong>设备</strong>（光刻机-上海微电子、刻蚀-中微公司、薄膜沉积-拓荆科技）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
|
||
<div class="text-green-400 text-3xl mb-2">
|
||
<i class="fas fa-industry"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">下游</h4>
|
||
<p class="text-slate-300 text-sm"><strong>晶圆厂</strong>（中芯国际、华虹半导体、长江存储）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">核心玩家对比</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">公司</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">业务</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">进展</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">北方华创</td>
|
||
<td class="py-3 px-4 text-slate-300">平台型设备龙头</td>
|
||
<td class="py-3 px-4 text-slate-300">离子注入机发布，订单增速超行业</td>
|
||
<td class="py-3 px-4 text-slate-300">估值已反映部分预期</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">新莱应材</td>
|
||
<td class="py-3 px-4 text-slate-300">半导体阀门</td>
|
||
<td class="py-3 px-4 text-slate-300">H和华创审厂通过，<strong>订单缺口上亿</strong></td>
|
||
<td class="py-3 px-4 text-slate-300">半导体收入占比低（<10%）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">中微公司</td>
|
||
<td class="py-3 px-4 text-slate-300">刻蚀设备</td>
|
||
<td class="py-3 px-4 text-slate-300">5nm设备量产，存储份额提升</td>
|
||
<td class="py-3 px-4 text-slate-300">存储扩产不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-blue-400">雅克科技</td>
|
||
<td class="py-3 px-4 text-slate-300">光刻胶+前驱体</td>
|
||
<td class="py-3 px-4 text-slate-300">客户验证加速，<strong>2025年放量</strong></td>
|
||
<td class="py-3 px-4 text-slate-300">技术验证周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">验证与证伪</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-400 mb-2">新莱应材</h4>
|
||
<p class="text-slate-300 text-sm">路演显示<strong>审厂通过+订单缺口</strong>，但<strong>2024年半导体收入仅1.5亿</strong>（占比低），需跟踪<strong>Q2订单落地</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-400 mb-2">中科飞测</h4>
|
||
<p class="text-slate-300 text-sm">量测设备<strong>国产化率3.45%</strong>（路演），但<strong>2024年营收仅5.2亿</strong>，需验证<strong>14nm设备量产进度</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="tech-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">潜在风险与挑战</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">技术风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-blue-400 mb-1">光刻机</h4>
|
||
<p class="text-slate-300 text-sm">上海微电子<strong>28nm设备</strong>尚未量产，<strong>EUV完全依赖进口</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-blue-400 mb-1">材料</h4>
|
||
<p class="text-slate-300 text-sm"><strong>光刻胶</strong>（南大光电）<strong>验证周期>12个月</strong>，<strong>良率提升缓慢</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-purple-400 mb-1">成熟制程过剩</h4>
|
||
<p class="text-slate-300 text-sm">2025年<strong>28nm产能可能过剩</strong>，压制设备/材料价格</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-purple-400 mb-1">成本压力</h4>
|
||
<p class="text-slate-300 text-sm">国产设备<strong>性价比优势</strong>（比外资便宜15-20%），但<strong>毛利率低于海外龙头</strong>（中微公司净利率32% vs. 科磊60%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">政策与竞争风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-green-400 mb-1">美国制裁升级</h4>
|
||
<p class="text-slate-300 text-sm">若<strong>限制14nm以下设备</strong>，国产替代进度可能<strong>滞后</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<h4 class="font-medium text-green-400 mb-1">内卷风险</h4>
|
||
<p class="text-slate-300 text-sm">国内<strong>100+家设备公司</strong>参展SEMICON，<strong>价格战</strong>可能爆发</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">信息矛盾</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<p class="text-slate-300"><strong>国产化率数据</strong>：路演称<strong>2024年设备国产化率25%</strong>，但招标网显示<strong>36%</strong>（数量占比非金额），需区分<strong>技术节点</strong>（28nm vs. 14nm）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="tech-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">结论</h3>
|
||
<div class="bg-gradient-to-r from-blue-900/50 to-purple-900/50 p-4 rounded-lg border border-blue-500/30">
|
||
<p class="text-slate-200"><strong>主题炒作→基本面驱动</strong>：2025年是<strong>国产替代订单兑现年</strong>，<strong>设备/材料龙头</strong>进入<strong>业绩+估值双升</strong>阶段</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">投资方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<h4 class="font-semibold text-blue-400 mb-2">高弹性耗材</h4>
|
||
<p class="text-slate-300 text-sm"><strong>新莱应材</strong>（阀门）、<strong>江丰电子</strong>（靶材）——<strong>订单缺口+估值修复</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h4 class="font-semibold text-purple-400 mb-2">技术突破</h4>
|
||
<p class="text-slate-300 text-sm"><strong>中微公司</strong>（5nm刻蚀）、<strong>拓荆科技</strong>（ALD设备）——<strong>先进制程放量</strong></p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-semibold text-green-400 mb-2">政策催化</h4>
|
||
<p class="text-slate-300 text-sm"><strong>雅克科技</strong>（光刻胶）、<strong>南大光电</strong>（前驱体）——<strong>大基金三期投资</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
|
||
<i class="fas fa-chart-line text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-slate-200">订单数据</p>
|
||
<p class="text-slate-300 text-sm">新莱应材<strong>Q2半导体阀门订单</strong>（目标>1亿）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
|
||
<i class="fas fa-flask text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-slate-200">验证进度</p>
|
||
<p class="text-slate-300 text-sm">南大光电<strong>14nm光刻胶</strong>客户验证结果（2025年H2）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 rounded-full w-6 h-6 flex items-center justify-center mt-1 mr-3 flex-shrink-0">
|
||
<i class="fas fa-coins text-xs"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-slate-200">资本开支</p>
|
||
<p class="text-slate-300 text-sm">中芯国际<strong>2025年先进制程扩产计划</strong>（>50亿美元）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="tech-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">关联股票数据</h2>
|
||
|
||
<!-- HBM产业链 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">HBM产业链 (240304)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">产业链</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">天承科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">兴森科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">中富电路</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">沪电股份</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">深南电路</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">胜宏科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">沃格光电</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">中京电子</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">华正新材</td>
|
||
<td class="py-3 px-4 text-slate-300">封装基板</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装基板供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">宏昌电子</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">山东华鹏</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">圣泉集团</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">东材科技</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">华海诚科</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">飞凯材料</td>
|
||
<td class="py-3 px-4 text-slate-300">环氧塑封</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及环氧塑封材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">上海新阳</td>
|
||
<td class="py-3 px-4 text-slate-300">电镀液</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及电镀液供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">安集科技</td>
|
||
<td class="py-3 px-4 text-slate-300">电镀液</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及电镀液供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">艾森股份</td>
|
||
<td class="py-3 px-4 text-slate-300">电镀液</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及电镀液供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">雅克科技</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">德邦科技</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">壹石通</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">华特气体</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">唯特偶</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">康强电子</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">鼎龙股份</td>
|
||
<td class="py-3 px-4 text-slate-300">其他材料</td>
|
||
<td class="py-3 px-4 text-slate-300">封装材料</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">上游材料</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及其他封装材料供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">晶方科技</td>
|
||
<td class="py-3 px-4 text-slate-300">TSV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TSV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">华天科技</td>
|
||
<td class="py-3 px-4 text-slate-300">TSV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TSV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">中微公司</td>
|
||
<td class="py-3 px-4 text-slate-300">TSV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TSV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">盛美上海</td>
|
||
<td class="py-3 px-4 text-slate-300">TSV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TSV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">大港股份</td>
|
||
<td class="py-3 px-4 text-slate-300">TSV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TSV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">沃格光电</td>
|
||
<td class="py-3 px-4 text-slate-300">TGV</td>
|
||
<td class="py-3 px-4 text-slate-300">工艺技术</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">制造技术</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及TGV工艺技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">通富微电</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">新益昌</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">国芯科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">太极实业</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">光力科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">拓荆科技</td>
|
||
<td class="py-3 px-4 text-slate-300">封装设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及封装设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">赛腾股份</td>
|
||
<td class="py-3 px-4 text-slate-300">测试设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及测试设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">亚威股份</td>
|
||
<td class="py-3 px-4 text-slate-300">测试设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及测试设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">精智达</td>
|
||
<td class="py-3 px-4 text-slate-300">测试设备</td>
|
||
<td class="py-3 px-4 text-slate-300">设备</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">设备供应</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及测试设备供应</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">太极实业</td>
|
||
<td class="py-3 px-4 text-slate-300">制造</td>
|
||
<td class="py-3 px-4 text-slate-300">制造</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">生产制造</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及制造环节</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">雅克科技</td>
|
||
<td class="py-3 px-4 text-slate-300">制造</td>
|
||
<td class="py-3 px-4 text-slate-300">制造</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">生产制造</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及制造环节</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">香农芯创</td>
|
||
<td class="py-3 px-4 text-slate-300">分销商</td>
|
||
<td class="py-3 px-4 text-slate-300">分销</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">销售渠道</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及分销渠道</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-blue-400">雅创电子</td>
|
||
<td class="py-3 px-4 text-slate-300">分销商</td>
|
||
<td class="py-3 px-4 text-slate-300">分销</td>
|
||
<td class="py-3 px-4 text-slate-300">HBM产业链</td>
|
||
<td class="py-3 px-4 text-slate-300">销售渠道</td>
|
||
<td class="py-3 px-4 text-slate-300">SK海力士与铠侠接洽，希望在日本生产需求急增的HBM，涉及分销渠道</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 国产GPU -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">国产GPU (241212)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">代码</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">自由市值</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">近一年涨停数</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">产业链</th>
|
||
<th class="text-left py-3 px-4 text-slate-300 font-semibold">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">华东重机</td>
|
||
<td class="py-3 px-4 text-slate-300">涨停股</td>
|
||
<td class="py-3 px-4 text-slate-300">002685</td>
|
||
<td class="py-3 px-4 text-slate-300">65.90亿</td>
|
||
<td class="py-3 px-4 text-slate-300">24</td>
|
||
<td class="py-3 px-4 text-slate-300">锐信图芯收购</td>
|
||
<td class="py-3 px-4 text-slate-300">GPU芯片</td>
|
||
<td class="py-3 px-4 text-slate-300">半导体</td>
|
||
<td class="py-3 px-4 text-slate-300">公司收购的锐信图芯主营业务为GPU芯片及解决方案，已实现GPU芯片量产</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">景嘉微</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">300474</td>
|
||
<td class="py-3 px-4 text-slate-300">248.14亿</td>
|
||
<td class="py-3 px-4 text-slate-300">1</td>
|
||
<td class="py-3 px-4 text-slate-300">高性能基础计算库</td>
|
||
<td class="py-3 px-4 text-slate-300">GPU研发</td>
|
||
<td class="py-3 px-4 text-slate-300">国产GPU</td>
|
||
<td class="py-3 px-4 text-slate-300">致力于高性能基础计算库研发，研究新一代国产GPU计算体系架构设计</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">和而泰</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002402</td>
|
||
<td class="py-3 px-4 text-slate-300">152.16亿</td>
|
||
<td class="py-3 px-4 text-slate-300">10</td>
|
||
<td class="py-3 px-4 text-slate-300">摩尔线程合作</td>
|
||
<td class="py-3 px-4 text-slate-300">GPU芯片开发</td>
|
||
<td class="py-3 px-4 text-slate-300">数据中心</td>
|
||
<td class="py-3 px-4 text-slate-300">参股摩尔线程开发GPU芯片，为数据中心提供计算技术服务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">旗天科技</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">300061</td>
|
||
<td class="py-3 px-4 text-slate-300">91.49亿</td>
|
||
<td class="py-3 px-4 text-slate-300">12</td>
|
||
<td class="py-3 px-4 text-slate-300">七彩虹皓悦</td>
|
||
<td class="py-3 px-4 text-slate-300">显卡研发</td>
|
||
<td class="py-3 px-4 text-slate-300">消费电子</td>
|
||
<td class="py-3 px-4 text-slate-300">旗下七彩虹皓悦科技从事显卡研发、生产和销售业务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">东华软件</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002065</td>
|
||
<td class="py-3 px-4 text-slate-300">176.58亿</td>
|
||
<td class="py-3 px-4 text-slate-300">5</td>
|
||
<td class="py-3 px-4 text-slate-300">宁波GPU服务器产线</td>
|
||
<td class="py-3 px-4 text-slate-300">服务器制造</td>
|
||
<td class="py-3 px-4 text-slate-300">超级计算</td>
|
||
<td class="py-3 px-4 text-slate-300">按四方协议推进宁波GPU服务器产线落地</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">好利科技</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002729</td>
|
||
<td class="py-3 px-4 text-slate-300">17.56亿</td>
|
||
<td class="py-3 px-4 text-slate-300">10</td>
|
||
<td class="py-3 px-4 text-slate-300">合肥曲速</td>
|
||
<td class="py-3 px-4 text-slate-300">芯片研发</td>
|
||
<td class="py-3 px-4 text-slate-300">车载视觉</td>
|
||
<td class="py-3 px-4 text-slate-300">投资合肥曲速聚焦GPU芯片、ADAS车载视觉处理芯片研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">科德教育</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">300192</td>
|
||
<td class="py-3 px-4 text-slate-300">33.05亿</td>
|
||
<td class="py-3 px-4 text-slate-300">2</td>
|
||
<td class="py-3 px-4 text-slate-300">中昊芯英</td>
|
||
<td class="py-3 px-4 text-slate-300">AI芯片</td>
|
||
<td class="py-3 px-4 text-slate-300">TPU架构</td>
|
||
<td class="py-3 px-4 text-slate-300">参股中昊芯英掌握TPU架构训推一体AI芯片核心技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">兴森科技</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002436</td>
|
||
<td class="py-3 px-4 text-slate-300">169.41亿</td>
|
||
<td class="py-3 px-4 text-slate-300">3</td>
|
||
<td class="py-3 px-4 text-slate-300">FCBGA封装</td>
|
||
<td class="py-3 px-4 text-slate-300">芯片封装</td>
|
||
<td class="py-3 px-4 text-slate-300">高端制造</td>
|
||
<td class="py-3 px-4 text-slate-300">FCBGA封装基板用于CPU、GPU、FPGA、ASIC等高端芯片</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">雷科防务</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002413</td>
|
||
<td class="py-3 px-4 text-slate-300">64.23亿</td>
|
||
<td class="py-3 px-4 text-slate-300">3</td>
|
||
<td class="py-3 px-4 text-slate-300">山海智算</td>
|
||
<td class="py-3 px-4 text-slate-300">智能计算</td>
|
||
<td class="py-3 px-4 text-slate-300">国产GPU</td>
|
||
<td class="py-3 px-4 text-slate-300">推出基于国产GPU的高性能智能计算类产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">崇达技术</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">002815</td>
|
||
<td class="py-3 px-4 text-slate-300">52.35亿</td>
|
||
<td class="py-3 px-4 text-slate-300">1</td>
|
||
<td class="py-3 px-4 text-slate-300">PCB产品</td>
|
||
<td class="py-3 px-4 text-slate-300">电路板制造</td>
|
||
<td class="py-3 px-4 text-slate-300">超级计算机</td>
|
||
<td class="py-3 px-4 text-slate-300">PCB产品应用于超级计算机、服务器主板、存储设备、GPU等</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">超图软件</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">300036</td>
|
||
<td class="py-3 px-4 text-slate-300">80.71亿</td>
|
||
<td class="py-3 px-4 text-slate-300">1</td>
|
||
<td class="py-3 px-4 text-slate-300">摩尔线程合作</td>
|
||
<td class="py-3 px-4 text-slate-300">三维GIS</td>
|
||
<td class="py-3 px-4 text-slate-300">国产软件</td>
|
||
<td class="py-3 px-4 text-slate-300">与摩尔线程打造GPU加速三维GIS全国产解决方案</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">电科数字</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">600850</td>
|
||
<td class="py-3 px-4 text-slate-300">99.12亿</td>
|
||
<td class="py-3 px-4 text-slate-300">2</td>
|
||
<td class="py-3 px-4 text-slate-300">国产AI推理套件</td>
|
||
<td class="py-3 px-4 text-slate-300">智能计算</td>
|
||
<td class="py-3 px-4 text-slate-300">边缘计算</td>
|
||
<td class="py-3 px-4 text-slate-300">完成基于多种GPU的边缘智能计算子卡、模块、平台小批量交付</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">东芯股份</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">688110</td>
|
||
<td class="py-3 px-4 text-slate-300">67.61亿</td>
|
||
<td class="py-3 px-4 text-slate-300">2</td>
|
||
<td class="py-3 px-4 text-slate-300">上海砾算投资</td>
|
||
<td class="py-3 px-4 text-slate-300">芯片设计</td>
|
||
<td class="py-3 px-4 text-slate-300">图形渲染</td>
|
||
<td class="py-3 px-4 text-slate-300">对外投资上海砾算从事多层次（可扩展）图形渲染芯片设计研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-3 px-4 font-medium text-blue-400">超讯通信</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">603322</td>
|
||
<td class="py-3 px-4 text-slate-300">45.67亿</td>
|
||
<td class="py-3 px-4 text-slate-300">2</td>
|
||
<td class="py-3 px-4 text-slate-300">沐曦GPU合作</td>
|
||
<td class="py-3 px-4 text-slate-300">通信设备</td>
|
||
<td class="py-3 px-4 text-slate-300">智能计算</td>
|
||
<td class="py-3 px-4 text-slate-300">是沐曦紧密合作伙伴，沐曦GPU产品特定行业总代</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
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<td class="py-3 px-4 font-medium text-blue-400">铂科新材</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">300811</td>
|
||
<td class="py-3 px-4 text-slate-300">70.08亿</td>
|
||
<td class="py-3 px-4 text-slate-300">0</td>
|
||
<td class="py-3 px-4 text-slate-300">AI GPU电感</td>
|
||
<td class="py-3 px-4 text-slate-300">电子材料</td>
|
||
<td class="py-3 px-4 text-slate-300">人工智能</td>
|
||
<td class="py-3 px-4 text-slate-300">量产芯片电感应用于AI GPU，竞争对手主要为台系企业</td>
|
||
</tr>
|
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<tr class="border-b border-slate-800">
|
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<td class="py-3 px-4 font-medium text-blue-400">优刻得</td>
|
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<td class="py-3 px-4 text-slate-300">核心股</td>
|
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<td class="py-3 px-4 text-slate-300">688158</td>
|
||
<td class="py-3 px-4 text-slate-300">52.57亿</td>
|
||
<td class="py-3 px-4 text-slate-300">0</td>
|
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<td class="py-3 px-4 text-slate-300">国产GPU合作</td>
|
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<td class="py-3 px-4 text-slate-300">云计算</td>
|
||
<td class="py-3 px-4 text-slate-300">算力底座</td>
|
||
<td class="py-3 px-4 text-slate-300">坚持国产化道路，与国产GPU供应商建立伙伴关系</td>
|
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</tr>
|
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<tr class="border-b border-slate-800">
|
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<td class="py-3 px-4 font-medium text-blue-400">中天精装</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
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<td class="py-3 px-4 text-slate-300">002989</td>
|
||
<td class="py-3 px-4 text-slate-300">18.41亿</td>
|
||
<td class="py-3 px-4 text-slate-300">7</td>
|
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<td class="py-3 px-4 text-slate-300">科睿斯投资</td>
|
||
<td class="py-3 px-4 text-slate-300">芯片封装</td>
|
||
<td class="py-3 px-4 text-slate-300">高算力芯片</td>
|
||
<td class="py-3 px-4 text-slate-300">投资科睿斯产品应用于CPU、GPU、AI及车载高算力芯片封装</td>
|
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</tr>
|
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<tr>
|
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<td class="py-3 px-4 font-medium text-blue-400">迈信林</td>
|
||
<td class="py-3 px-4 text-slate-300">核心股</td>
|
||
<td class="py-3 px-4 text-slate-300">688685</td>
|
||
<td class="py-3 px-4 text-slate-300">32.72亿</td>
|
||
<td class="py-3 px-4 text-slate-300">0</td>
|
||
<td class="py-3 px-4 text-slate-300">光电混合GPU加速卡</td>
|
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<td class="py-3 px-4 text-slate-300">军工电子</td>
|
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<td class="py-3 px-4 text-slate-300">混合计算</td>
|
||
<td class="py-3 px-4 text-slate-300">战投光子算数研发光电混合GPU加速卡</td>
|
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</tr>
|
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</tbody>
|
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</table>
|
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