846 lines
42 KiB
HTML
846 lines
42 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<title>视觉赋能智能眼镜 - 行业洞察报告</title>
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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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-6xl">
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<!-- 标题区域 -->
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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 bg-clip-text text-transparent bg-gradient-to-r from-blue-400 to-cyan-300">
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视觉赋能智能眼镜
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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技术拐点与商业化前夜：AI眼镜产业链全景分析
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</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-xl p-6 mb-8 card-hover">
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<div class="flex items-start">
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<div class="mr-4 text-blue-400">
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<i class="fas fa-lightbulb text-3xl"></i>
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</div>
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<div>
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<h2 class="text-2xl font-bold mb-4 text-cyan-200">核心观点摘要</h2>
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<blockquote class="text-lg italic border-l-4 border-blue-500 pl-4 py-2">
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<span class="highlight">视觉赋能智能眼镜正处于"技术拐点+商业化前夜"</span>：
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1）<span class="highlight">技术端</span>：豆包等大模型降本+光波导量产突破，解决"看得见"和"看得懂"问题；
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2）<span class="highlight">需求端</span>：Meta Ray-Ban验证PMF（产品市场匹配），2025年国内大厂密集跟进，<span class="highlight">渗透率有望从0.1%跃升至5%</span>。
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</blockquote>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
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<i class="fas fa-history mr-3 text-blue-400"></i>概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2023-09</span>
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<span class="text-lg font-medium">Meta×雷朋第二代AI眼镜上市</span>
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</div>
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<p class="text-slate-300">全球首款"音频+摄像头+AI"爆款，<span class="highlight">2024年销量突破200万台</span></p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2024-04</span>
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<span class="text-lg font-medium">Meta Orion原型机曝光</span>
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</div>
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<p class="text-slate-300">98g光波导AR眼镜，验证"显示+AI"技术路径，但<span class="highlight">成本>1万美元</span>未量产</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2024-08</span>
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<span class="text-lg font-medium">豆包视觉理解模型发布</span>
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</div>
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<p class="text-slate-300"><span class="highlight">成本降85%</span>（0.003元/千token），推动AI眼镜视觉交互平民化</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2024-11</span>
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<span class="text-lg font-medium">百度小度AI眼镜发布</span>
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</div>
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<p class="text-slate-300">搭载文心大模型，<span class="highlight">45g重量+1600万像素摄像头</span>，2025年Q1上市</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2025-01</span>
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<span class="text-lg font-medium">雷鸟V3 AI眼镜开售</span>
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</div>
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<p class="text-slate-300"><span class="highlight">1799元定价+虹软猎鹰影像系统</span>，首销25万台</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 class="ml-4">
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<div class="flex flex-col md:flex-row md:items-center mb-2">
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<span class="text-blue-400 font-semibold mr-4">2025-06</span>
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<span class="text-lg font-medium">小米AI眼镜预计发布</span>
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</div>
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<p class="text-slate-300">对标Meta Ray-Ban，<span class="highlight">高通AR1+芯片+全彩光波导</span></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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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
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<i class="fas fa-brain mr-3 text-blue-400"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力：三重共振</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-microchip text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">技术突破</h4>
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<ul class="text-sm text-slate-300 space-y-1">
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<li>• <span class="highlight">ISP芯片</span>：恒玄/星宸科技等实现14nm制程ISP，功耗降低50%</li>
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<li>• <span class="highlight">光波导</span>：雷鸟X3 Pro采用刻蚀工艺，单层玻璃实现全彩显示</li>
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<li>• <span class="highlight">大模型</span>：豆包视觉模型处理720P图片成本<0.01元</li>
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</ul>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-user-check text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">场景刚需</h4>
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<ul class="text-sm text-slate-300 space-y-1">
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<li>• <span class="highlight">第一视角拍摄</span>：Meta Ray-Ban用户74%使用场景为"记录生活"</li>
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<li>• <span class="highlight">实时翻译</span>：百度小度眼镜支持21种语言，差旅场景需求明确</li>
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</ul>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h4 class="font-semibold mb-2">成本曲线</h4>
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<ul class="text-sm text-slate-300 space-y-1">
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<li>• BOM成本从<span class="highlight">Meta的170美元</span>降至<span class="highlight">国产方案115美元</span></li>
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<li>• 高通AR1芯片占成本50%，紫光展锐+佰维存储替代方案</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="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-file-alt text-blue-400 mr-2"></i>
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<h4 class="font-semibold">研报密度</h4>
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</div>
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<p class="text-slate-300">2024年12月单月发布<span class="highlight">15篇AI眼镜专题报告</span>（vs 2023年全年3篇）</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<i class="fas fa-money-bill-wave text-blue-400 mr-2"></i>
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<h4 class="font-semibold">资金动向</h4>
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</div>
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<p class="text-slate-300">博士眼镜（300622）12月涨幅<span class="highlight">+68%</span>，机构调研频次<span class="highlight">环比+300%</span></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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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="py-3 px-4 text-left text-blue-300">市场共识</th>
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<th class="py-3 px-4 text-left text-blue-300">潜在预期差</th>
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<th class="py-3 px-4 text-left text-blue-300">验证来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4">2025年销量500万台</td>
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<td class="py-3 px-4"><span class="highlight">未考虑小米/华为低价机型冲击</span></td>
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<td class="py-3 px-4">小米6月发布预计定价<span class="highlight">999元</span></td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="py-3 px-4">光波导技术成熟</td>
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<td class="py-3 px-4"><span class="highlight">刻蚀工艺良率仅60%</span>（蓝特光学调研）</td>
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<td class="py-3 px-4">提及彩虹效应仍存</td>
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</tr>
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<tr>
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<td class="py-3 px-4">渠道依赖眼镜店</td>
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<td class="py-3 px-4"><span class="highlight">3C渠道可能反杀</span></td>
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<td class="py-3 px-4">华为/小米线下店超<span class="highlight">5000家</span></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="glass-effect rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
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<i class="fas fa-rocket mr-3 text-blue-400"></i>催化剂与发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-calendar-alt text-xl"></i>
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</div>
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<h4 class="font-semibold mb-1">2025-03</h4>
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<p class="text-sm text-slate-300">小米AI眼镜发布（对标Meta，价格带<span class="highlight">999-1499元</span>）</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-calendar-alt text-xl"></i>
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</div>
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<h4 class="font-semibold mb-1">2025-04</h4>
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<p class="text-sm text-slate-300">华为智能眼镜3代搭载<span class="highlight">盘古大模型5.0</span></p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
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<div class="text-blue-400 mb-2">
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<i class="fas fa-calendar-alt text-xl"></i>
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</div>
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<h4 class="font-semibold mb-1">2025-06</h4>
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<p class="text-sm text-slate-300">字节跳动自研AI眼镜（李未可科技代工）上线抖音电商</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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<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径（2025-2030）</h3>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-6">
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<div class="flex flex-col items-center">
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<div class="flex flex-col md:flex-row items-center justify-between w-full max-w-4xl">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-glasses text-white text-xl"></i>
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</div>
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<p class="font-semibold">2025: 功能眼镜</p>
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</div>
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<div class="hidden md:block text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="md:hidden text-blue-400 my-2">
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<i class="fas fa-arrow-down"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-vr-cardboard text-white text-xl"></i>
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</div>
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<p class="font-semibold">2026: AR眼镜</p>
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<p class="text-xs text-slate-400">+显示模组</p>
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</div>
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<div class="hidden md:block text-blue-400">
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<i class="fas fa-arrow-right"></i>
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</div>
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<div class="md:hidden text-blue-400 my-2">
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<i class="fas fa-arrow-down"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-cube text-white text-xl"></i>
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</div>
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<p class="font-semibold">2027: 空间计算终端</p>
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<p class="text-xs text-slate-400">+SLAM+生态</p>
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</div>
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<div class="hidden md:block text-blue-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="md:hidden text-blue-400 my-2">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-brain text-white text-xl"></i>
|
||
</div>
|
||
<p class="font-semibold">2030: 下一代计算平台</p>
|
||
<p class="text-xs text-slate-400">+脑机接口</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-blue-400"></i>产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-6">
|
||
<div class="flex flex-col items-center">
|
||
<div class="flex flex-col md:flex-row items-center justify-between w-full max-w-4xl">
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="bg-purple-600 rounded-lg p-4 mb-2">
|
||
<p class="font-semibold text-white">上游</p>
|
||
<p class="text-sm text-purple-200">芯片/光学</p>
|
||
</div>
|
||
<div class="text-sm text-slate-300">
|
||
<p>恒玄科技(SoC)</p>
|
||
<p>水晶光电(光波导)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-blue-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="md:hidden text-blue-400 my-2">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="bg-blue-600 rounded-lg p-4 mb-2">
|
||
<p class="font-semibold text-white">中游</p>
|
||
<p class="text-sm text-blue-200">ODM/品牌</p>
|
||
</div>
|
||
<div class="text-sm text-slate-300">
|
||
<p>歌尔股份(代工)</p>
|
||
<p>雷鸟创新(品牌)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-blue-400">
|
||
<i class="fas fa-arrow-right"></i>
|
||
</div>
|
||
<div class="md:hidden text-blue-400 my-2">
|
||
<i class="fas fa-arrow-down"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-600 rounded-lg p-4 mb-2">
|
||
<p class="font-semibold text-white">下游</p>
|
||
<p class="text-sm text-green-200">渠道/应用</p>
|
||
</div>
|
||
<div class="text-sm text-slate-300">
|
||
<p>博士眼镜(渠道)</p>
|
||
<p>虹软科技(算法)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left text-blue-300">公司</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">角色</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">优势</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">恒玄科技</td>
|
||
<td class="py-3 px-4">SoC芯片</td>
|
||
<td class="py-3 px-4"><span class="highlight">BES3000系列集成ISP+NPU</span>，已切入华为/小米供应链</td>
|
||
<td class="py-3 px-4">高通AR2芯片竞争</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">博士眼镜</td>
|
||
<td class="py-3 px-4">渠道</td>
|
||
<td class="py-3 px-4"><span class="highlight">500家门店+雷鸟合资公司20%股权</span></td>
|
||
<td class="py-3 px-4">传统眼镜SKU管理复杂</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">虹软科技</td>
|
||
<td class="py-3 px-4">算法</td>
|
||
<td class="py-3 px-4"><span class="highlight">猎鹰影像系统已落地雷鸟V3</span>，毛利率98%</td>
|
||
<td class="py-3 px-4">纯软件模式易被替代</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">歌尔股份</td>
|
||
<td class="py-3 px-4">代工</td>
|
||
<td class="py-3 px-4"><span class="highlight">Meta/苹果核心供应商</span>，光波导量产经验</td>
|
||
<td class="py-3 px-4">客户集中度风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-blue-400"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left text-blue-300">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">产业链环节</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">项目/角色</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-blue-400"></i>潜在风险
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="py-3 px-4 text-left text-blue-300">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">具体表现</th>
|
||
<th class="py-3 px-4 text-left text-blue-300">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">技术瓶颈</td>
|
||
<td class="py-3 px-4">光波导良率<60%（蓝特光学调研）</td>
|
||
<td class="py-3 px-4">
|
||
<div class="flex items-center">
|
||
<div class="w-full bg-slate-700 rounded-full h-2.5 mr-2">
|
||
<div class="bg-yellow-500 h-2.5 rounded-full" style="width: 75%"></div>
|
||
</div>
|
||
<span class="text-yellow-500">★★★☆</span>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">商业化</td>
|
||
<td class="py-3 px-4">用户换机周期>3年（传统眼镜属性）</td>
|
||
<td class="py-3 px-4">
|
||
<div class="flex items-center">
|
||
<div class="w-full bg-slate-700 rounded-full h-2.5 mr-2">
|
||
<div class="bg-yellow-500 h-2.5 rounded-full" style="width: 75%"></div>
|
||
</div>
|
||
<span class="text-yellow-500">★★★☆</span>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold">政策</td>
|
||
<td class="py-3 px-4">摄像头隐私法规趋严（欧盟AI法案）</td>
|
||
<td class="py-3 px-4">
|
||
<div class="flex items-center">
|
||
<div class="w-full bg-slate-700 rounded-full h-2.5 mr-2">
|
||
<div class="bg-green-500 h-2.5 rounded-full" style="width: 50%"></div>
|
||
</div>
|
||
<span class="text-green-500">★★☆☆</span>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">信息矛盾</td>
|
||
<td class="py-3 px-4">研报预测2025年500万台 vs 产业链反馈<span class="highlight">供应链产能仅300万台</span></td>
|
||
<td class="py-3 px-4">
|
||
<div class="flex items-center">
|
||
<div class="w-full bg-slate-700 rounded-full h-2.5 mr-2">
|
||
<div class="bg-red-500 h-2.5 rounded-full" style="width: 100%"></div>
|
||
</div>
|
||
<span class="text-red-500">★★★★</span>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-cyan-200 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-blue-400"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">阶段判断</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<blockquote class="text-lg italic border-l-4 border-blue-500 pl-4 py-2">
|
||
<span class="highlight">主题炒作末期→基本面验证初期</span>：2024年Q4资金已提前反映2025年新品预期，<span class="highlight">需跟踪Q2实际出货量</span>。
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
|
||
<div class="text-green-400 mb-2">
|
||
<i class="fas fa-check-circle text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">最确定</h4>
|
||
<p class="text-sm text-slate-300 mb-2"><span class="highlight">渠道端</span>（博士眼镜）</p>
|
||
<p class="text-xs text-slate-400">线下验配不可替代，<span class="highlight">单店AI眼镜收入占比每提升10%，EPS增厚15%</span></p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
|
||
<div class="text-yellow-400 mb-2">
|
||
<i class="fas fa-chart-line text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">弹性最大</h4>
|
||
<p class="text-sm text-slate-300 mb-2"><span class="highlight">ISP芯片</span>（恒玄科技）</p>
|
||
<p class="text-xs text-slate-400"><span class="highlight">每出货100万片AI眼镜，贡献营收2亿元</span>（ASP 20美元）</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4 card-hover">
|
||
<div class="text-purple-400 mb-2">
|
||
<i class="fas fa-lightbulb text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">预期差</h4>
|
||
<p class="text-sm text-slate-300 mb-2"><span class="highlight">轻量化AR光学</span>（水晶光电）</p>
|
||
<p class="text-xs text-slate-400">刻蚀光波导良率突破将带来<span class="highlight">毛利率30%→50%跃升</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">关键跟踪指标</h3>
|
||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<div class="text-blue-400 mr-3 mt-1">
|
||
<i class="fas fa-calendar-day"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold"><span class="highlight">2025年Q2</span>：小米/华为AI眼镜首销数据</p>
|
||
<p class="text-sm text-slate-400">（<span class="highlight"><50万台则低于预期</span>）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="text-blue-400 mr-3 mt-1">
|
||
<i class="fas fa-calendar-alt"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold"><span class="highlight">2025年H1</span>：光波导镜片成本是否降至30美元以下</p>
|
||
<p class="text-sm text-slate-400">（当前50美元）</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="text-blue-400 mr-3 mt-1">
|
||
<i class="fas fa-calendar"></i>
|
||
</div>
|
||
<div>
|
||
<p class="font-semibold"><span class="highlight">2025年全年</span>：博士眼镜AI眼镜坪效>传统眼镜3倍的门店比例</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-900 bg-opacity-30 rounded-lg p-4 border border-red-700">
|
||
<div class="flex items-start">
|
||
<div class="text-red-400 mr-3 mt-1">
|
||
<i class="fas fa-exclamation-circle text-xl"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-red-300 mb-2">风险提示</h4>
|
||
<p class="text-slate-300">若2025年H1大厂新品因良率延迟发布，板块可能面临<span class="highlight text-red-400">30%以上回撤</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#60a5fa"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
}
|
||
}
|
||
}
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [
|
||
{'AI眼镜(240814)': [
|
||
{'stock': '亿道信息', '生产代工': '亿道信息', 'reason': '亿道信息在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '卓翼科技', '生产代工': '卓翼科技', 'reason': '卓翼科技在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '雷柏科技', '生产代工': '雷柏科技', 'reason': '雷柏科技在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '瀛通通讯', '生产代工': '瀛通通讯', 'reason': '瀛通通讯在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '明月镜片', '生产代工': '明月镜片', 'reason': '明月镜片在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '佳禾智能', '生产代工': '佳禾智能', 'reason': '佳禾智能在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '天键股份', '生产代工': '天键股份', 'reason': '天键股份在AI眼镜产业链中属于生产代工环节'},
|
||
{'stock': '博士眼镜', '投资合作': '博士眼镜', 'reason': '博士眼镜在AI眼镜产业链中属于投资合作环节'},
|
||
{'stock': '宏景科技', '投资合作': '宏景科技', 'reason': '宏景科技在AI眼镜产业链中属于投资合作环节'},
|
||
{'stock': '龙旗科技', '投资合作': '龙旗科技', 'reason': '龙旗科技在AI眼镜产业链中属于投资合作环节'},
|
||
{'stock': '水晶光电', '光学显示': '水晶光电', 'reason': '水晶光电在AI眼镜产业链中属于光学显示环节'},
|
||
{'stock': '亚世光电', '光学显示': '亚世光电', 'reason': '亚世光电在AI眼镜产业链中属于光学显示环节'},
|
||
{'stock': '星星科技', '光学显示': '星星科技', 'reason': '星星科技在AI眼镜产业链中属于光学显示环节'},
|
||
{'stock': '佰维存储', '芯片': '佰维存储', 'reason': '佰维存储在AI眼镜产业链中属于芯片环节'},
|
||
{'stock': '恒玄科技', '芯片': '恒玄科技', 'reason': '恒玄科技在AI眼镜产业链中属于芯片环节'},
|
||
{'stock': '硕贝德', '零部件': '硕贝德', 'reason': '硕贝德在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '长盈精密', '零部件': '长盈精密', 'reason': '长盈精密在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '紫建电子', '零部件': '紫建电子', 'reason': '紫建电子在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '帝奥微', '零部件': '帝奥微', 'reason': '帝奥微在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '杰美特', '零部件': '杰美特', 'reason': '杰美特在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '长信科技', '零部件': '长信科技', 'reason': '长信科技在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '达瑞电子', '零部件': '达瑞电子', 'reason': '达瑞电子在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '鸿利智汇', '零部件': '鸿利智汇', 'reason': '鸿利智汇在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '龙迅股份', '零部件': '龙迅股份', 'reason': '龙迅股份在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '蓝特光学', '零部件': '蓝特光学', 'reason': '蓝特光学在AI眼镜产业链中属于零部件环节'},
|
||
{'stock': '荣旗科技', '检测设备': '荣旗科技', 'reason': '荣旗科技在AI眼镜产业链中属于检测设备环节'},
|
||
{'stock': '博众精工', '检测设备': '博众精工', 'reason': '博众精工在AI眼镜产业链中属于检测设备环节'},
|
||
{'stock': '易天股份', '检测设备': '易天股份', 'reason': '易天股份在AI眼镜产业链中属于检测设备环节'},
|
||
{'stock': '博杰股份', '检测设备': '博杰股份', 'reason': '博杰股份在AI眼镜产业链中属于检测设备环节'},
|
||
{'stock': '昆仑万维', '应用内容': '昆仑万维', 'reason': '昆仑万维在AI眼镜产业链中属于应用内容环节'},
|
||
{'stock': '智度股份', '应用内容': '智度股份', 'reason': '智度股份在AI眼镜产业链中属于应用内容环节'},
|
||
{'stock': '中文在线', '应用内容': '中文在线', 'reason': '中文在线在AI眼镜产业链中属于应用内容环节'},
|
||
{'stock': '佳创视讯', '应用内容': '佳创视讯', 'reason': '佳创视讯在AI眼镜产业链中属于应用内容环节'},
|
||
{'stock': '丝路视觉', '应用内容': '丝路视觉', 'reason': '丝路视觉在AI眼镜产业链中属于应用内容环节'}
|
||
]},
|
||
{'智能眼镜（20241218）': [
|
||
{'stock': '星宸科技', 'project': 'ISP视觉效果应用于AI眼镜', '产业链': 'ISP芯片', 'reason': 'ISP视觉效果应用于AI眼镜，券商研报称其随着耳机向眼镜升级，视觉处理则更为关键，ISP是最大增量。'},
|
||
{'stock': '安凯微', 'project': '摄像头芯片搭载自研AI ISP', '产业链': '摄像头芯片', 'reason': '摄像头芯片搭载公司自研AI ISP；大视觉模型处理器芯片布局了包括支持摄像头的ISP技术。'},
|
||
{'stock': '恒玄科技', 'project': '无线超低功耗计算SoC芯片', '产业链': 'SoC芯片', 'reason': '布局了包括支持摄像头的ISP技术；在无线超低功耗计算SoC芯片领域处于领先地位，间接供应字节。'},
|
||
{'stock': '晶晨股份', 'project': '新一代人工智能视觉系统芯片', '产业链': '人工智能芯片', 'reason': '集成了自主研发的人工智能NPU技术和ISP技术。'},
|
||
{'stock': '诚迈科技', 'project': '智能驾驶域软件平台', '产业链': '智能驾驶', 'reason': '在智能驾驶域软件平台方面，有ISP等方面有技术积累。'},
|
||
{'stock': '富瀚微', 'project': '车载前装ISP二代产品', '产业链': '车载芯片', 'reason': '车载前装部分，ISP二代产品放量；计划于2025年推出AI眼镜芯片。'},
|
||
{'stock': '润欣科技', 'project': 'SOC芯片和近场扬声器件', '产业链': 'AR眼镜', 'reason': 'SOC芯片和近场扬声器件，有应用于客户的AR眼镜和AI眼镜产品。'},
|
||
{'stock': '中科蓝讯', 'project': '无线音频SoC芯片', '产业链': '音频芯片', 'reason': '无线音频SoC芯片；深度合作火山引擎。'},
|
||
{'stock': '亿通科技', 'project': '黄山系列超低功耗SOC芯片', '产业链': '低功耗芯片', 'reason': '黄山系列超低功耗SOC芯片已实现量产和销售。'},
|
||
{'stock': '比依股份', 'project': 'AR眼镜光波导模组', '产业链': '光波导', 'reason': '参股且战略合作上海理湃，后者为AR眼镜光波导模组生产规模最大的供应商。'},
|
||
{'stock': '中光学', 'project': '衍射光波导镜片', '产业链': '光波导', 'reason': '56度衍射光波导镜片具备量产能力；加快向智能眼镜等领域拓展。'},
|
||
{'stock': '兆易创新', 'project': '利基DRAM/NAND', '产业链': '存储芯片', 'reason': '国内利基DRAM/NAND龙头；网传进入字节供应链。'},
|
||
{'stock': '东芯股份', 'project': '利基DRAM/NAND', '产业链': '存储芯片', 'reason': '国内利基DRAM/NAND头部。'},
|
||
{'stock': '北京君正', 'project': '低功耗IPC芯片', '产业链': '存储芯片', 'reason': '国内利基DRAM头部；有低功耗IPC芯片。'},
|
||
{'stock': '佰维存储', 'project': 'AI眼镜存储核心供应链', '产业链': '存储芯片', 'reason': '已经进入AI眼镜存储核心供应链。'},
|
||
{'stock': '博士眼镜', 'project': '智能眼镜研发', '产业链': '渠道', 'reason': '战略合作智能眼镜研发李未可科技（字节投资）。'},
|
||
{'stock': '明月镜片', 'project': '智能眼镜sasky', '产业链': '渠道', 'reason': '智能眼镜sasky。'},
|
||
{'stock': '同为股份', 'project': '视觉语言多模态大模型', '产业链': '其他强势公司', 'reason': '正在研发的视觉语言多模态的大模型。'},
|
||
{'stock': '瀛通通讯', 'project': '智能眼镜开发', '产业链': '其他强势公司', 'reason': '开发各类智能眼镜；公司进入字节跳动客户供应链。'},
|
||
{'stock': '英派斯', 'project': '智能眼镜研发', '产业链': '其他强势公司', 'reason': '拟投资智能眼镜研发公司李未可科技（字节投资）。'},
|
||
{'stock': '卓翼科技', 'project': 'AR眼镜量产', '产业链': '其他强势公司', 'reason': 'AR眼镜2023年达到量产状态。'},
|
||
{'stock': '歌尔股份', 'project': '智能眼镜代工', '产业链': '代工', 'reason': '歌尔股份、领益智造、亿道信息、佳禾智能、联合光电、天键股份、欣旺达、龙旗科技、显盈科技等。'}
|
||
]}
|
||
];
|
||
|
||
// 填充股票数据表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
let html = '';
|
||
|
||
// 处理第一个数据集
|
||
const firstDataset = stockData[0]['AI眼镜(240814)'];
|
||
firstDataset.forEach(item => {
|
||
// 找出产业链环节
|
||
let industryChain = '';
|
||
let project = '';
|
||
|
||
if (item['生产代工']) {
|
||
industryChain = '生产代工';
|
||
project = item['生产代工'];
|
||
} else if (item['投资合作']) {
|
||
industryChain = '投资合作';
|
||
project = item['投资合作'];
|
||
} else if (item['光学显示']) {
|
||
industryChain = '光学显示';
|
||
project = item['光学显示'];
|
||
} else if (item['芯片']) {
|
||
industryChain = '芯片';
|
||
project = item['芯片'];
|
||
} else if (item['零部件']) {
|
||
industryChain = '零部件';
|
||
project = item['零部件'];
|
||
} else if (item['检测设备']) {
|
||
industryChain = '检测设备';
|
||
project = item['检测设备'];
|
||
} else if (item['应用内容']) {
|
||
industryChain = '应用内容';
|
||
project = item['应用内容'];
|
||
}
|
||
|
||
html += `
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-semibold">${item['stock']}</td>
|
||
<td class="py-3 px-4">${industryChain}</td>
|
||
<td class="py-3 px-4">${project}</td>
|
||
<td class="py-3 px-4">${item['reason']}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
|
||
// 处理第二个数据集
|
||
const secondDataset = stockData[1]['智能眼镜（20241218）'];
|
||
secondDataset.forEach(item => {
|
||
html += `
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700 hover:bg-opacity-30">
|
||
<td class="py-3 px-4 font-semibold">${item['stock']}</td>
|
||
<td class="py-3 px-4">${item['产业链']}</td>
|
||
<td class="py-3 px-4">${item['project']}</td>
|
||
<td class="py-3 px-4">${item['reason']}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
|
||
tableBody.innerHTML = html;
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |