634 lines
35 KiB
HTML
634 lines
35 KiB
HTML
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<title>深度投研报告：苹果MR产业链</title>
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<body class="antialiased min-h-screen">
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<div class="space-bg"></div>
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<main 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 glow-text mb-4">苹果MR产业链 · 深度投研报告</h1>
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<p class="text-sm text-gray-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="text-xs text-gray-500 mt-1">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- Core Viewpoint -->
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<div class="grid-span-8 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">核心观点摘要</h2>
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<p class="text-base text-gray-300 leading-relaxed">
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Apple Vision Pro的问世，并非旨在创造一款短期爆款消费品，而是苹果以“空间计算”为名，定义下一代计算平台的战略性布局。当前，该概念正处于<strong class="text-cyan-300">第一代产品市场验证期</strong>与<strong class="text-cyan-300">第二代产品预期发酵期</strong>的叠加阶段，核心驱动力源于苹果强大的生态整合能力和其对供应链标准的技术引领，而非初代产品的销量；其未来潜力在于能否通过产品迭代降低成本、丰富内容，最终开启一个从百万级到千万级的全新硬件市场。
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</p>
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</div>
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<!-- Cost Structure Chart -->
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<div class="grid-span-4 glass-card p-6 flex flex-col items-center justify-center">
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<h2 class="card-title text-lg font-bold mb-2 text-center w-full">Vision Pro 硬件成本结构 (预估)</h2>
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<div id="cost-chart" style="width: 100%; height: 200px;"></div>
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</div>
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<!-- Concept Events Timeline -->
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<div class="grid-span-12 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">概念关键事件脉络</h2>
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<div id="timeline-chart" style="width: 100%; height: 350px;"></div>
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</div>
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<!-- Core Logic Analysis -->
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<div class="grid-span-6 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">核心逻辑与市场认知</h2>
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<div class="space-y-4 text-gray-300">
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<div>
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<h3 class="font-semibold text-lg text-indigo-300">三大核心驱动力:</h3>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
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<li><strong class="text-white">平台定义能力:</strong> 凭借硬件(M2+R1)、软件(visionOS)、生态(iOS应用迁移)的垂直整合，定义空间计算平台。</li>
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<li><strong class="text-white">技术标杆效应:</strong> 以顶级硬件（Micro-OLED, Pancake）为行业树立技术天花板，驱动供应链升级。</li>
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<li><strong class="text-white">迭代放量预期:</strong> 市场普遍将一代视为“开发者版”，真正商业化成功寄望于2025年发布的降本减重的第二代产品。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-indigo-300">市场情绪演变:</h3>
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<p>从发布初期的“极度乐观”与“iPhone时刻”再现的狂热，逐步回归理性分化。随着初代高昂售价和销量预期下修(从50-100万台下修至20-30万台)，市场焦点已全面转向二代产品的商业化突破能力。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-indigo-300">关键预期差分析:</h3>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
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<li><strong class="text-white">销量预期差:</strong> 初期百万级预期被年末20-30万台的预测证伪。</li>
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<li><strong class="text-white">战略路径预期差:</strong> 市场关注MR线性迭代，但苹果可能将长期战略重心转向2026年的AR/AI眼镜，投资逻辑或需调整。</li>
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<li><strong class="text-white">供应链受益预期差:</strong> 实际受益者集中于核心、独家及锁定二代订单的供应商，而非“雨露均沾”。</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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<!-- Catalysts & Future Path -->
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<div class="grid-span-6 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">关键催化剂与发展路径</h2>
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<div class="space-y-4 text-gray-300">
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<div>
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<h3 class="font-semibold text-lg text-purple-300">近期催化剂 (未来3-6个月):</h3>
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<ul class="list-disc list-inside mt-2 space-y-1 pl-2">
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<li><strong>Vision Pro 2代关键信息披露:</strong> 供应商定点、成本结构、发布时间、核心参数等。</li>
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<li><strong>WWDC 2025 (预计6月):</strong> visionOS 3系统更新与原生应用生态爆发情况。</li>
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<li><strong>核心零部件降本突破:</strong> Micro-OLED屏幕第二供应商（如京东方）的成功导入。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-purple-300">长期发展三阶段:</h3>
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<ol class="list-decimal list-inside mt-2 space-y-2 pl-2">
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<li><strong class="text-white">平台奠基期 (2024年):</strong> 一代产品上市，教育市场，吸引开发者，完成原始积累。</li>
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<li><strong class="text-white">市场渗透期 (2025-2026年):</strong> 发布价格更亲民的二代产品，推动销量突破200-300万台的“生态临界点”。</li>
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<li><strong class="text-white">大众化普及期 (2026年+):</strong> 推出更接近普通眼镜形态的AR/AI眼镜，实现千万级销量目标。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- Supply Chain Chart -->
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<div class="grid-span-12 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">产业链全景图谱</h2>
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<div id="supply-chain-chart" style="width: 100%; height: 500px;"></div>
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</div>
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<!-- Risks & Challenges -->
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<div class="grid-span-12 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-gray-300">
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<div>
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<h3 class="font-semibold text-lg text-red-300 mb-2">技术风险</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><strong>续航与散热:</strong> 外置电池仅2小时续航，是核心短板。</li>
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<li><strong>内容眩晕感:</strong> VST方案延迟虽低至12ms，但仍存眩晕风险。</li>
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<li><strong>信息交叉风险:</strong> 市场信息混杂（如Micro-LED vs Micro-OLED），需仔细甄别。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-yellow-300 mb-2">商业化风险</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><strong>成本与定价:</strong> 3499美元售价是普及的最大障碍。</li>
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<li><strong>应用场景匮乏:</strong> 缺乏“杀手级”应用，生态建设任重道远。</li>
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<li><strong>销量不确定性:</strong> 二代产品放量不及预期将严重打击板块估值。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-orange-300 mb-2">政策与竞争风险</h3>
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<ul class="list-disc list-inside space-y-1">
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<li><strong>竞争加剧:</strong> Meta低价策略与谷歌+高通的安卓开放生态形成挑战。</li>
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<li><strong>战略摇摆风险:</strong> 苹果若过快将重心从MR转向AR，可能导致当前供应链投资被搁置。</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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<!-- Investment Conclusion -->
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<div class="grid-span-12 glass-card p-6">
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<h2 class="card-title text-2xl font-bold mb-4">综合结论与投资启示</h2>
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<div class="space-y-4 text-gray-300 leading-relaxed">
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<p>苹果MR产业链目前处于<strong class="text-cyan-300">“叙事驱动”向“基本面驱动”的过渡阶段</strong>。Vision Pro一代的发布成功地构建了强大的市场叙事和技术标杆，但其销量数据宣告了仅靠主题炒作阶段的结束。市场的目光已经全面转向<strong class="text-white">Vision Pro 2代</strong>，整个板块的投资逻辑建立在二代产品能够成功放量、兑现业绩的预期之上。</p>
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<div>
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<h3 class="font-semibold text-lg text-green-300 mb-2">最具投资价值的细分环节:</h3>
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<ul class="list-decimal list-inside space-y-2">
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<li><strong>设备先行环节 (确定性高):</strong> 无论终端销量如何，新品类的研发和产线建设必然带来设备采购需求。因此，<strong class="text-white">检测设备（光学、显示）和组装设备</strong>环节是确定性最高、风险最低的投资方向。</li>
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<li><strong>二代核心增量/变更环节 (弹性大):</strong> 关注二代产品中价值量提升或技术方案变更的环节，如为解决散热问题而新增的<strong class="text-white">散热方案供应商</strong>，或因性能要求提升而受益的<strong class="text-white">SiP封装供应商</strong>。</li>
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<li><strong>国产替代环节 (长期逻辑):</strong> <strong class="text-white">Micro-OLED屏幕</strong>是当前成本最高的垄断零部件。国内厂商一旦成功进入供应链，将获得巨大的市场份额和估值提升空间，是值得长期跟踪的潜在机会。</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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<!-- Supporting Data Section -->
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<div class="grid-span-12 glass-card p-6" x-data="{ tab: 'roadshow' }">
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要精粹</a>
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<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报核心观点</a>
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<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">相关新闻摘要</a>
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</div>
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<div x-show="tab === 'roadshow'" class="space-y-2">
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="my-accordion-3" checked="checked" />
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<div class="collapse-title text-xl font-medium text-purple-300">供应链与产品迭代</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li><strong>组装核心：</strong><span class="text-white font-semibold">立讯精密</span>为一、二代核心组装厂。</li>
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<li><strong>显示技术：</strong>一代由<span class="text-white font-semibold">索尼</span>独供Micro OLED，<span class="text-white font-semibold">京东方/维信诺</span>有望成为二代供应商以降本。</li>
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<li><strong>光学方案：</strong>采用三片式<span class="text-white font-semibold">Pancake</span>光学模组，核心供应商包括<span class="text-white font-semibold">高伟电子</span>。</li>
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<li><strong>芯片方案：</strong><span class="text-white font-semibold">M2+R1</span>双芯片架构，算力领先。</li>
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<li><strong>检测设备：</strong><span class="text-white font-semibold">杰普特、智立方、华兴源创、精测电子</span>等深度参与。</li>
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<li><strong>二代规划：</strong>预计<span class="text-white font-semibold">2025年Q3</span>发布，目标是优化重量与价格，推动普及。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="my-accordion-3" />
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<div class="collapse-title text-xl font-medium text-purple-300">市场发售与销量</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li><strong>美国首发：</strong>2024年1月19日预售，2月2日发售，初期反响热烈。</li>
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<li><strong>中国发售：</strong>2024年6月28日在中国等地区开售，定价29,999元起。</li>
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<li><strong>销量预期：</strong>初期预估首年销量50-100万台，后修正至<span class="text-white font-semibold">20-30万台</span>。</li>
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<li><strong>生态临界点：</strong>销量需达<span class="text-white font-semibold">200-300万台</span>才能覆盖开发者成本，形成正循环。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="my-accordion-3" />
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<div class="collapse-title text-xl font-medium text-purple-300">生态与长期战略</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li><strong>操作系统：</strong><span class="text-white font-semibold">visionOS 2</span>发布，核心功能包括2D转3D空间照片、手势优化及新API框架。</li>
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<li><strong>内容生态：</strong>与<span class="text-white font-semibold">Unity</span>合作，超百万iOS/iPadOS应用可迁移，<span class="text-white font-semibold">腾讯视频</span>等已适配。</li>
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<li><strong>战略转向：</strong>传闻苹果可能推迟高端MR后续开发，转向AI布局，并规划于<span class="text-white font-semibold">2026年</span>推出更轻量级的AR/AI眼镜。</li>
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</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'report'" class="space-y-4 text-gray-300">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>产品定位：</strong>明确为"MR机器"，采用VST路径，引领产业全面爆发。</li>
|
||
<li><strong>硬件规格：</strong>M2+R1双芯，索尼Micro OLED屏（单眼超4K），3P Pancake光学方案，配备12个摄像头、5个传感器和6个麦克风。</li>
|
||
<li><strong>交互方式：</strong>核心为<span class="text-white font-semibold">手眼协同交互</span>，通过眼睛、双手和声音进行导航。</li>
|
||
<li><strong>供应链分布：</strong>中国内地供应链比例高达<span class="text-white font-semibold">60%</span>左右。</li>
|
||
<li><strong>行业影响：</strong>硬件、内容有望开启正循环，随着技术路径清晰和成本下探，将催生内容生态丰富，反向推动产业链产生更多机会。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div x-show="tab === 'news'" class="space-y-4 text-gray-300">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>未来产品规划 (2026年):</strong> 规划发布两款眼镜类产品，一款为泛AI眼镜，另一款为带摄像头的时尚眼镜。</li>
|
||
<li><strong>市场预期：</strong>分析师普遍看好苹果在折叠屏、AR眼镜等新品大周期中，产业链将迎来<span class="text-white font-semibold">量价齐升</span>和增量环节。</li>
|
||
<li><strong>明确供应商提及：</strong><span class="text-white font-semibold">领益智造</span>（散热件、头带、眼罩）、<span class="text-white font-semibold">杰普特</span>（MR检测设备）。</li>
|
||
<li><strong>潜在核心受益者：</strong><span class="text-white font-semibold">歌尔股份、水晶光电</span>在券商推荐中被明确划分为“AR链”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section class="mt-8">
|
||
<h2 class="section-title glow-text">产业链核心关联公司梳理</h2>
|
||
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<h3 class="card-title text-xl font-bold mb-4">核心供应链清单</h3>
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 业务</th>
|
||
<th>产业链环节</th>
|
||
<th>关联器件 / 角色</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be inserted by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto glass-card p-4 mt-8">
|
||
<h3 class="card-title text-xl font-bold mb-4">市场异动及二代潜力公司分析</h3>
|
||
<table class="table table-zebra w-full" id="rise-analysis-table">
|
||
<thead>
|
||
<tr class="text-white">
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th>核心驱动逻辑摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be inserted by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center p-4 mt-8">
|
||
<p class="text-xs text-gray-500">免责声明：本报告由AI生成，所有信息仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
// JS logic can be added here if needed
|
||
});
|
||
|
||
// ECharts Initialization
|
||
var costChart = echarts.init(document.getElementById('cost-chart'));
|
||
var timelineChart = echarts.init(document.getElementById('timeline-chart'));
|
||
var supplyChainChart = echarts.init(document.getElementById('supply-chain-chart'));
|
||
|
||
// Cost Chart Option
|
||
const costOption = {
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{a} <br/>{b}: {c}%'
|
||
},
|
||
legend: {
|
||
orient: 'vertical',
|
||
left: 10,
|
||
top: 'center',
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '硬件成本占比',
|
||
type: 'pie',
|
||
radius: ['50%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
label: {
|
||
show: true,
|
||
position: 'center',
|
||
formatter: '硬件成本\n~1500 USD',
|
||
color: '#fff',
|
||
fontSize: 14
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: '16',
|
||
fontWeight: 'bold'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 41, name: '显示屏 (Micro-OLED)' },
|
||
{ value: 59, name: '其他 (芯片/光学/传感器等)' }
|
||
],
|
||
color: ['#3b82f6', '#8b5cf6']
|
||
}
|
||
]
|
||
};
|
||
|
||
// Timeline Chart Option
|
||
const timelineOption = {
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
formatter: function (params) {
|
||
var param = params[0];
|
||
return param.name + '<br/>' + param.marker + ' ' + param.value[2];
|
||
}
|
||
},
|
||
grid: {
|
||
left: '10%',
|
||
right: '5%',
|
||
bottom: '15%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'time',
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
axisLabel: { color: '#ccc' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
show: false
|
||
},
|
||
series: [{
|
||
type: 'line',
|
||
showSymbol: true,
|
||
symbolSize: 15,
|
||
symbol: 'circle',
|
||
itemStyle: {
|
||
color: '#0ea5e9',
|
||
borderColor: '#fff',
|
||
borderWidth: 2
|
||
},
|
||
lineStyle: {
|
||
color: 'rgba(255,255,255,0.3)',
|
||
type: 'dashed'
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'bottom',
|
||
formatter: '{b}',
|
||
color: '#fff',
|
||
fontSize: 12,
|
||
},
|
||
data: [
|
||
{ name: '发布', value: ['2023-06-05', 10, 'Apple Vision Pro 正式发布'] },
|
||
{ name: '预售', value: ['2024-01-19', 10, '美国开启预售，市场反响热烈'] },
|
||
{ name: '上市', value: ['2024-02-02', 10, '美国正式发售'] },
|
||
{ name: 'visionOS 2', value: ['2024-06-10', 10, 'WWDC发布visionOS 2，加速生态建设'] },
|
||
{ name: '国际扩张', value: ['2024-06-28', 10, '在中国等地区正式发售'] },
|
||
{ name: '销量修正', value: ['2024-11-26', 10, '全年销量预期下修至20-30万台'] },
|
||
{ name: '二代预期', value: ['2025-09-01', 10, '市场预期第二代产品于2025年发布'] }
|
||
]
|
||
}]
|
||
};
|
||
|
||
// Supply Chain Chart Option
|
||
const supplyChainData = {
|
||
name: '苹果MR产业链',
|
||
children: [
|
||
{
|
||
name: '上游:核心零部件',
|
||
children: [
|
||
{ name: '芯片(自研)', value: 1 },
|
||
{ name: '显示', children: [{name: 'Micro-OLED'}, {name: '检测设备'}] },
|
||
{ name: '光学', children: [{name: 'Pancake'}, {name: '检测/镀膜'}, {name: 'IPD模组'}]},
|
||
{ name: '传感器', children: [{name: '摄像头模组'}, {name: 'Lens'}] },
|
||
{ name: '结构件/其他', children: [{name: '金属件'}, {name: '电池'}, {name: '声学'}, {name: '散热'}] }
|
||
]
|
||
},
|
||
{
|
||
name: '中游:组装与设备',
|
||
children: [
|
||
{ name: '整机代工', children: [{name: '立讯精密'}] },
|
||
{ name: '组装设备', children: [{name: '博众精工'}, {name: '大族激光'}] }
|
||
]
|
||
},
|
||
{
|
||
name: '下游:内容与生态',
|
||
children: [
|
||
{ name: '开发工具', children: [{name: 'Unity'}] },
|
||
{ name: '内容提供商', children: [{name: '游戏'}, {name: '影视'}, {name: 'B端应用'}] }
|
||
]
|
||
}
|
||
]
|
||
};
|
||
|
||
const supplyChainOption = {
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b}'
|
||
},
|
||
series: {
|
||
type: 'sunburst',
|
||
data: [supplyChainData],
|
||
radius: [60, '90%'],
|
||
itemStyle: {
|
||
borderRadius: 7,
|
||
borderWidth: 2,
|
||
borderColor: '#0c0a18'
|
||
},
|
||
label: {
|
||
color: '#fff',
|
||
textShadowBlur: 2,
|
||
textShadowColor: '#000',
|
||
},
|
||
levels: [
|
||
{},
|
||
{
|
||
r0: '15%',
|
||
r: '35%',
|
||
itemStyle: {
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
rotate: 'tangential'
|
||
}
|
||
},
|
||
{
|
||
r0: '35%',
|
||
r: '70%',
|
||
label: {
|
||
align: 'right'
|
||
}
|
||
},
|
||
{
|
||
r0: '70%',
|
||
r: '72%',
|
||
label: {
|
||
position: 'outside',
|
||
padding: 3,
|
||
silent: false
|
||
},
|
||
itemStyle: {
|
||
borderWidth: 3
|
||
}
|
||
}
|
||
]
|
||
}
|
||
};
|
||
|
||
|
||
costChart.setOption(costOption);
|
||
timelineChart.setOption(timelineOption);
|
||
supplyChainChart.setOption(supplyChainOption);
|
||
|
||
window.addEventListener('resize', () => {
|
||
costChart.resize();
|
||
timelineChart.resize();
|
||
supplyChainChart.resize();
|
||
});
|
||
|
||
// Stock Data Injection
|
||
const stockData = {
|
||
"FD3EDABB-FEEE-4EB3-9C4A-6600CA6618C2.jpg": [
|
||
{ "stock": "立讯精密", "reason": "整机代工（ODM/OEM）", "其他标签": { "产业链位置": "ODM/OEM", "角色": "代工商" }, "stock_code": "002475" },
|
||
{ "stock": "高伟电子", "reason": "6DOF追踪、VST摄像头、躯干追踪的模组供应商", "其他标签": { "产业链位置": ["光学", "交互传感器"], "器件名称": ["6DOF追踪", "VST摄像头", "躯干追踪"], "角色": "模组供应商" } },
|
||
{ "stock": "京东方", "reason": "内屏供应商（潜在二代）", "其他标签": { "产业链位置": "显示屏", "器件名称": "内屏", "角色": "供应商" } },
|
||
{ "stock": "领益智造", "reason": "中框、外壳、散热件、头带、眼罩等", "其他标签": { "产业链位置": "结构件", "器件名称": "中框、外壳等", "角色": "供应商" }, "stock_code": "002600" },
|
||
{ "stock": "长盈精密", "reason": "中框、外壳等结构件供应商", "其他标签": { "产业链位置": "结构件", "器件名称": "中框、外壳等", "角色": "供应商" }, "stock_code": "300115" },
|
||
{ "stock": "兆威机电", "reason": "IPD电动调节模组供应商", "其他标签": { "产业链位置": "光学", "器件名称": "IPD电动调节模组", "角色": "供应商" }, "stock_code": "003021" },
|
||
{ "stock": "杰普特", "reason": "提供pancake镜片功能检测设备", "其他标签": { "产业链位置": "光学", "关联器件": "pancake镜片", "角色": "检测设备供应商" }, "stock_code": "688025" },
|
||
{ "stock": "华兴源创", "reason": "为索尼提供Micro OLED检测设备", "其他标签": { "产业链位置": "显示屏", "关联器件": "内屏", "角色": "检测设备供应商" } },
|
||
{ "stock": "智立方", "reason": "提供传感器检测设备", "其他标签": { "产业链位置": "交互传感器", "角色": "检测设备供应商" }, "stock_code": "301312" },
|
||
{ "stock": "歌尔股份", "reason": "SPK（扬声器）供应商，潜在代工商", "其他标签": { "产业链位置": "声学", "器件名称": "SPK", "角色": "供应商" }, "stock_code": "002241" },
|
||
{ "stock": "水晶光电", "reason": "AR/光学元件核心厂商", "其他标签": { "产业链位置": "光学", "器件名称": "棱镜、光学元件", "角色": "供应商" } },
|
||
{ "stock": "鹏鼎控股", "reason": "PCB和FPC供应商", "其他标签": { "产业链位置": "连接件", "器件名称": ["PCB", "FPC"], "角色": "供应商" }, "stock_code": "002938" },
|
||
{ "stock": "德赛电池", "reason": "外置电池供应商", "其他标签": { "产业链位置": "电池", "器件名称": "外置电池", "角色": "供应商" }, "stock_code": "000049" },
|
||
{ "stock": "赛腾股份", "reason": "为整机代工提供检测设备", "其他标签": { "产业链位置": "ODM/OEM", "角色": "检测设备供应商" }, "stock_code": "603283" },
|
||
{ "stock": "博众精工", "reason": "提供模组整机组装设备", "其他标签": { "产业链位置": "整机组装", "角色": "组装设备供应商" }, "stock_code": "688097" }
|
||
]
|
||
};
|
||
const riseAnalysisData = [
|
||
{ "stock": "力鼎光电", "stock_code": "605118", "trade_date": "2025-07-18", "rise_rate": "10.0%", "reason": "核心结论: 苹果MR第二代Pancake模组1.2亿元订单+江西XR光学产业园2亿元补贴双重催化，叠加无人机/机器人镜头需求爆发，资金确认业绩高弹性而涨停。" },
|
||
{ "stock": "环旭电子", "stock_code": "601231", "trade_date": "2025-10-27", "rise_rate": "9.99%", "reason": "核心结论: 苹果Vision Pro 2 SiP射频模组独家封装订单落地+1.6T光模块NV认证通过，双重增量共振触发机构抢筹涨停。" },
|
||
{ "stock": "道恩股份", "stock_code": "002838", "trade_date": "2025-07-17", "rise_rate": "10.01%", "reason": "核心结论: 7月17日午间公告TPU材料通过苹果Vision Pro 2二级供应商认证并小批量供货，带来业绩与估值双击，午后资金抢筹涨停。" },
|
||
{ "stock": "中石科技", "stock_code": "300684", "trade_date": "2025-09-11", "rise_rate": "5.17%", "reason": "核心结论: 绑定苹果散热解决方案，受益于iPhone 17系列销量预期提升，以及北美大客户材料验证进展，股价受板块及自身利好提振。" },
|
||
{ "stock": "博杰股份", "stock_code": "002975", "trade_date": "2025-08-06", "rise_rate": "10.0%", "reason": "核心结论: “12亿元三年期自动化测试设备大单+苹果Vision Pro二代首批订单+国产OLED/AR测试设备国产化率政策”三大利好同步落地，盈利预期与估值瞬间重估。" }
|
||
];
|
||
|
||
const tableBody = document.querySelector('.table tbody');
|
||
stockData["FD3EDABB-FEEE-4EB3-9C4A-6600CA6618C2.jpg"].forEach(item => {
|
||
const row = document.createElement('tr');
|
||
const codeLink = item.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="link link-info">${item.stock_code}</a>` : 'N/A';
|
||
|
||
let position = Array.isArray(item.其他标签.产业链位置) ? item.其他标签.产业链位置.join(', ') : item.其他标签.产业链位置;
|
||
|
||
let role;
|
||
if (item.其他标签.角色 && item.其他标签.器件名称) {
|
||
let device = Array.isArray(item.其他标签.器件名称) ? item.其他标签.器件名称.join(', ') : item.其他标签.器件名称;
|
||
role = `${device} (${item.其他标签.角色})`;
|
||
} else if (item.其他标签.角色 && item.其他标签.关联器件) {
|
||
role = `${item.其他标签.关联器件} (${item.其他标签.角色})`;
|
||
} else {
|
||
role = item.其他标签.角色 || 'N/A';
|
||
}
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${item.reason}</td>
|
||
<td>${position}</td>
|
||
<td>${role}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
const riseTableBody = document.getElementById('rise-analysis-table').querySelector('tbody');
|
||
riseAnalysisData.forEach(item => {
|
||
const row = document.createElement('tr');
|
||
const codeLink = item.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="link link-info">${item.stock_code}</a>` : 'N/A';
|
||
const riseClass = parseFloat(item.rise_rate) > 0 ? 'text-success' : 'text-error';
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td>${codeLink}</td>
|
||
<td>${item.trade_date}</td>
|
||
<td class="${riseClass} font-bold">${item.rise_rate}</td>
|
||
<td>
|
||
<details>
|
||
<summary class="text-info cursor-pointer">点击查看摘要</summary>
|
||
<p class="pt-2 text-gray-300 text-sm">${item.reason}</p>
|
||
</details>
|
||
</td>
|
||
`;
|
||
riseTableBody.appendChild(row);
|
||
});
|
||
|
||
</script>
|
||
</body>
|
||
</html> |