472 lines
33 KiB
HTML
472 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>通信设备 - 深度行业洞察</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="//unpkg.com/alpinejs" defer></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@keyframes background-pan {
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from {
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background-position: 0% center;
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to {
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background-position: -200% center;
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}
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}
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body {
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background-image: radial-gradient(circle at 20% 25%, rgba(5, 29, 73, 0.5), transparent 40%),
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radial-gradient(circle at 80% 75%, rgba(46, 6, 81, 0.5), transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(13, 13, 43, 0.6), transparent 50%);
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background-size: 200% 200%;
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animation: background-pan 25s linear infinite;
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}
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.glass-card {
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background: rgba(18, 24, 59, 0.3);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(122, 122, 255, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 25px rgba(78, 116, 255, 0.3);
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border-color: rgba(122, 122, 255, 0.3);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(132, 185, 255, 0.8), 0 0 12px rgba(132, 185, 255, 0.5);
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.glow-border-accent {
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border-color: rgba(0, 255, 255, 0.3);
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box-shadow: 0 0 15px rgba(0, 255, 255, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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/* Responsive Grid Layouts */
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.bento-item {
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grid-column: span 12; /* Default for mobile */
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}
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@media (min-width: 768px) {
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.md-span-4 { grid-column: span 4; }
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.md-span-6 { grid-column: span 6; }
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.md-span-8 { grid-column: span 8; }
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.md-span-12 { grid-column: span 12; }
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}
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@media (min-width: 1024px) {
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.lg-span-3 { grid-column: span 3; }
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.lg-span-4 { grid-column: span 4; }
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.lg-span-5 { grid-column: span 5; }
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.lg-span-6 { grid-column: span 6; }
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.lg-span-7 { grid-column: span 7; }
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.lg-span-8 { grid-column: span 8; }
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.lg-span-12 { grid-column: span 12; }
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.concept-tag {
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background-color: rgba(0, 191, 255, 0.1);
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border: 1px solid rgba(0, 191, 255, 0.3);
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color: #4dd0e1;
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}
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.highlight-stat {
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font-size: 2rem;
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font-weight: 700;
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color: #90caf9;
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text-shadow: 0 0 10px rgba(144, 202, 249, 0.7);
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}
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.table th, .table td {
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border-bottom-color: rgba(122, 122, 255, 0.1) !important;
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}
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</style>
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</head>
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<body class="bg-[#0D0D2B] text-gray-300 font-sans p-4 md:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text bg-gradient-to-r from-cyan-400 to-purple-400 text-transparent bg-clip-text mb-4">
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通信设备 · 深度行业洞察
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</h1>
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<p class="text-sm text-gray-500 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-6">
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<!-- Core Insight Bento Grid -->
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<div class="bento-grid">
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<!-- 核心观点摘要 -->
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<div class="bento-item md-span-12 lg-span-12 p-6 md:p-8 glass-card glow-border-accent">
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<h2 class="text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h2>
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<p class="text-base md:text-lg text-gray-200 leading-relaxed">
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通信设备概念正处于一个由两大核心引擎驱动的<strong class="text-cyan-400">结构性分化与升级</strong>阶段。一方面，AI算力爆发正推动<strong class="text-purple-400">数据通信设备</strong>（光模块、交换机）以前所未有的速度进行代际跃迁，这是板块当前最强劲的基本面驱动力；另一方面，地缘政治冲突和国产化要求催生了对<strong class="text-green-400">专网及安全通信设备</strong>的刚性需求，成为重要的主题性催化剂。未来，该概念的潜力在于能否抓住AI基建的确定性增量，并在传统电信网络向5G-A/6G演进和供应链重构中占据有利位置。
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</p>
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</div>
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<!-- 概念事件驱动 -->
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<div class="bento-item md-span-6 lg-span-7 p-6 glass-card">
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<h2 class="text-xl font-bold text-cyan-300 mb-4">概念事件：双线叙事</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-purple-300 flex items-center mb-2"><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>主线一：AI算力驱动数通设备升级 (长期趋势)</h3>
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<p class="text-sm text-gray-300">贯穿2024-2025年，AI大模型发展持续驱动全球算力基建，引爆对<strong class="text-white">高速光模块、数据中心交换机</strong>的需求。华为完成5G-A技术验证，预示新一轮电信网络升级周期。这是通信设备板块更长期、更核心的驱动力。</p>
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<div class="mt-3 flex flex-wrap gap-2 text-xs">
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<span class="badge badge-outline border-purple-400 text-purple-400">800G/1.6T 光模块</span>
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<span class="badge badge-outline border-purple-400 text-purple-400">5G-A/6G</span>
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<span class="badge badge-outline border-purple-400 text-purple-400">硅光/CPO</span>
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</div>
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</div>
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<div class="border-t border-gray-700/50 pt-6">
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<h3 class="font-semibold text-green-300 flex items-center mb-2"><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>主线二：地缘冲突引爆专网通信安全 (事件驱动)</h3>
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<p class="text-sm text-gray-300">2024年9月黎巴嫩通信设备爆炸事件 (最终致 <strong class="text-red-400">37死，2931伤</strong>)，迅速将市场焦点引向<strong class="text-white">专网通信</strong>和<strong class="text-white">供应链安全</strong>。事件催生了关注物理安全、网络隔离和国产替代的投资逻辑。</p>
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<div class="mt-3 flex flex-wrap gap-2 text-xs">
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<span class="badge badge-outline border-green-400 text-green-400">供应链安全</span>
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<span class="badge badge-outline border-green-400 text-green-400">专网通信</span>
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<span class="badge badge-outline border-green-400 text-green-400">国产替代</span>
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</div>
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</div>
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</div>
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</div>
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<!-- Echarts: Market Share -->
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<div class="bento-item md-span-6 lg-span-5 p-6 glass-card flex flex-col justify-center">
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<h3 class="text-lg font-bold text-cyan-300 mb-2 text-center">以太网交换芯片市场格局</h3>
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<div id="market-share-chart" class="w-full h-64"></div>
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</div>
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<!-- 核心驱动力 -->
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<div class="bento-item md-span-12 lg-span-8 p-6 glass-card">
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<h2 class="text-xl font-bold text-cyan-300 mb-4">核心逻辑与市场认知</h2>
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<ul class="space-y-4 text-sm">
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<li class="flex items-start">
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<span class="text-purple-400 font-bold mr-3 mt-1">①</span>
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<div>
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<strong class="text-purple-300">技术革命驱动的需求爆发 (主逻辑)</strong>
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<p class="text-gray-400">AI大模型训练推理产生海量数据传输需求，迫使数据中心网络全面升级，直接驱动向<strong class="text-white">800G/1.6T高速光模块</strong>和高性能以太网交换机迁移。这是由算力需求引发的颠覆性变革。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 font-bold mr-3 mt-1">②</span>
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<div>
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<strong class="text-green-300">安全与自主可控驱动的结构性机会 (次逻辑)</strong>
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<p class="text-gray-400">黎巴嫩事件暴露全球ICT供应链脆弱性，利好<strong class="text-white">海能达</strong>等专网通信龙头出海。国内运营商集采要求国产化率提升（如中国移动2024年要求超<strong class="text-white">30%</strong>），为<strong class="text-white">中兴、盛科</strong>等提供确定性增长空间。</p>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 font-bold mr-3 mt-1">③</span>
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<div>
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<strong class="text-blue-300">传统网络演进驱动的周期性更新</strong>
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<p class="text-gray-400">以<strong class="text-white">5G-A/6G</strong>和<strong class="text-white">400G OTN</strong>骨干网建设为代表，虽运营商整体资本开支承压（2024年同比下降<strong class="text-red-400">9.7%</strong>），但“信号升格”等结构性需求依然存在。</p>
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</div>
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</li>
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</ul>
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</div>
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<!-- Echarts: Capex Trend -->
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<div class="bento-item md-span-12 lg-span-4 p-6 glass-card flex flex-col justify-center">
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<h3 class="text-lg font-bold text-cyan-300 mb-2 text-center">运营商资本开支趋势</h3>
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<p class="text-xs text-center text-gray-500 mb-2">三大运营商2024年资本开支计划同比</p>
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<div class="text-center">
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<div class="highlight-stat text-red-400">-9.7%</div>
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</div>
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<p class="text-xs text-center text-gray-500 mt-4">投资重心向云网、算力倾斜</p>
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</div>
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<!-- 产业链图谱 -->
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<div class="bento-item md-span-12 lg-span-12 p-6 glass-card">
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<h2 class="text-xl font-bold text-cyan-300 mb-4">产业链图谱</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center">
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<div class="p-4 bg-black/20 rounded-xl border border-blue-800/50">
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<h3 class="font-bold text-blue-300 mb-2">上游：核心元器件</h3>
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<div class="text-xs space-y-1 text-gray-300">
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<p><strong>芯片:</strong> 盛科通信 (交换), 海格通信 (北斗)</p>
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<p><strong>光器件:</strong> 天孚通信 (光引擎), 光迅科技 (光芯片)</p>
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<p><strong>基础件:</strong> 烽火通信 (光纤), 盛路通信 (天线)</p>
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</div>
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</div>
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<div class="p-4 bg-black/20 rounded-xl border border-purple-800/50">
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<h3 class="font-bold text-purple-300 mb-2">中游：设备集成</h3>
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<div class="text-xs space-y-1 text-gray-300">
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<p><strong>主设备商:</strong> 中兴通讯, 烽火通信, 信科移动</p>
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<p><strong>数通设备商:</strong> 紫光股份, 星网锐捷</p>
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<p><strong>专网/终端:</strong> 海能达, 广哈通信</p>
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</div>
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</div>
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<div class="p-4 bg-black/20 rounded-xl border border-green-800/50">
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<h3 class="font-bold text-green-300 mb-2">下游：应用与运营</h3>
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<div class="text-xs space-y-1 text-gray-300">
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<p><strong>运营商:</strong> 中国移动, 中国电信</p>
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<p><strong>云/数据中心:</strong> 阿里, 腾讯, 字节跳动</p>
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<p><strong>垂直行业:</strong> 电力, 国防, 公共安全</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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<!-- 核心玩家对比 -->
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<div class="bento-item md-span-12 lg-span-12 p-6 glass-card">
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<h2 class="text-xl font-bold text-cyan-300 mb-4">核心玩家对比</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="p-4 border border-gray-700/50 rounded-lg">
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<h4 class="font-bold text-white">中兴通讯 (全能型领导者)</h4>
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<p class="text-gray-400 mt-1">产品线完整，覆盖三大领域。“连接+算力”转型顺应趋势，但受运营商资本开支影响大。</p>
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</div>
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<div class="p-4 border border-gray-700/50 rounded-lg">
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<h4 class="font-bold text-white">天孚通信 (AI算力卖铲人)</h4>
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<p class="text-gray-400 mt-1">逻辑最纯粹的AI算力受益者，光引擎技术壁垒高。风险在于对大客户依赖及新品良率瓶颈。</p>
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</div>
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<div class="p-4 border border-gray-700/50 rounded-lg">
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<h4 class="font-bold text-white">盛科通信 (国产替代先锋)</h4>
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<p class="text-gray-400 mt-1">国内商用以太网交换芯片稀缺标的。受益于国产化政策，但面临博通和华为的巨大竞争压力。</p>
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</div>
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<div class="p-4 border border-gray-700/50 rounded-lg">
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<h4 class="font-bold text-white">海能达 (专网细分龙头)</h4>
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<p class="text-gray-400 mt-1">全球集群通信市场第二，受益于地缘政治风险和安全通信需求。与AI主线关联度低。</p>
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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="bento-item md-span-7 lg-span-7 p-6 glass-card">
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<h2 class="text-xl font-bold text-cyan-300 mb-4">催化剂与未来发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-amber-300">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside text-sm text-gray-300 space-y-1 mt-2">
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<li><strong>5G-A商用落地:</strong> 华为2024年将推出全套商用设备，运营商集采启动。</li>
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<li><strong>头部厂商财报:</strong> 中际旭创、天孚通信等财报将验证AI需求景气度，关注1.6T产品交付情况。</li>
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<li><strong>国产化集采结果:</strong> 运营商新一轮集采中国产芯片/设备份额是核心指标。</li>
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</ul>
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</div>
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<div class="border-t border-gray-700/50 pt-4">
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<h3 class="font-semibold text-fuchsia-300">长期发展路径</h3>
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<div class="text-sm text-gray-300 mt-2 space-y-2">
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<p><strong>里程碑1 (当前-2025):</strong> 800G/1.6T可插拔光模块成主流，5G-A规模商用。</p>
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<p><strong>里程碑2 (2025-2027):</strong> 硅光子与CPO技术规模化应用，6G预研完成，低轨卫星互联网初步商用。</p>
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<p><strong>里程碑3 (2027以后):</strong> 6G部署，空天一体化网络成为现实，光计算与全光网络技术突破。</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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<!-- 风险与挑战 -->
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<div class="bento-item md-span-5 lg-span-5 p-6 glass-card">
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<h2 class="text-xl font-bold text-red-400 mb-4">潜在风险与挑战</h2>
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<ul class="space-y-3 text-sm">
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-2 mt-1 text-red-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div><strong>技术风险:</strong> 高速产品良率瓶颈（如1.6T EML芯片），CPO等颠覆性技术成熟度不确定。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-4 h-4 mr-2 mt-1 text-red-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong>商业化风险:</strong> 下游资本开支不及预期是最大风险；上游核心芯片供应紧张导致成本压力。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-red-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong>政策与竞争风险:</strong> 地缘政治影响海外市场准入；行业内（如华为vs盛科）竞争加剧。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg class="w-4 h-4 mr-2 mt-1 text-red-400 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4m0 4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
|
||
<div><strong>信息交叉验证风险:</strong> 警惕短期新闻热点（专网安全）与产业重心（AI算力）的偏差；国产替代进度可能不及市场乐观情绪。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- 详细数据源 -->
|
||
<div class="p-6 glass-card">
|
||
<h2 class="text-xl font-bold text-cyan-300 mb-4">详细数据源（点击展开）</h2>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item border border-base-300 bg-black/20">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-lg font-medium">新闻数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 text-sm space-y-2">
|
||
<li><strong>黎巴嫩通信设备爆炸事件:</strong> 2024年9月17-18日，黎巴嫩多地寻呼机、对讲机等设备发生连环爆炸，最终导致37人死亡，2931人受伤。真主党指认以色列为幕后黑手。事件引发全球对通信设备供应链安全的担忧。</li>
|
||
<li><strong>市场板块表现:</strong> 通信设备板块表现分化，受AI算力需求提振，光模块相关个股（天孚通信、新易盛）表现强势；但受运营商资本开支下滑影响，板块整体亦有波动。</li>
|
||
<li><strong>行业趋势与技术:</strong> AI硬件需求持续高景气，尤其在AI光模块领域。硅光技术渗透率有望在1.6T时代加速。国产化替代趋势明确，具核心自研能力的设备龙头受关注。</li>
|
||
<li><strong>企业动态:</strong> 盛路通信投资10亿建设新一代智能通信设备项目；中贝通信中标4.74亿元中国移动设备安装项目；天和防务产品已向全球六大通信设备集成商批量销售。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300 bg-black/20">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-lg font-medium">路演数据精要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 text-sm space-y-2">
|
||
<li><strong>华泰证券:</strong> 黎巴嫩事件暴露设备供应链被植入安全隐患的风险，或推动专网设备需求，利好海能达等厂商。中东国家可能减少对台、日产通信设备的依赖。</li>
|
||
<li><strong>盛科通信:</strong> 国内唯一可提供商用交换芯片厂商，AI推动数据中心流量爆发是核心需求。博通仍占国内60%以上份额，盛科市占率不足5%，但运营商集采国产化率要求（中移动>30%）带来机遇。</li>
|
||
<li><strong>天孚通信:</strong> 全球光器件龙头，核心增长点为光引擎，2023年800G批量出货，2024年推进1.6T。积极布局硅光与CPO技术。</li>
|
||
<li><strong>烽火通信:</strong> 华为“超级点”服务器核心合作伙伴，负责整机组装与光连接。其技术核心是通过光模块直连、绕开传统交换机，可能颠覆现有数据中心网络拓扑。</li>
|
||
<li><strong>海格通信:</strong> 业务覆盖军用电台、北斗导航终端及芯片、天通手机射频芯片（向华为、OV小米供货）、低轨卫星终端。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300 bg-black/20">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-lg font-medium">研报数据观点</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 text-sm space-y-2">
|
||
<li><strong>行业整体:</strong> 2024年通信设备收入同比增长20%，主因是AI拉动数通设备。但传统电信市场承压，三大运营商2024年资本开支同比下降9.7%。数通市场景气度高，200G/400G数据中心交换机销售额同比增长148%。</li>
|
||
<li><strong>盛路通信:</strong> 投资10亿建设新一代智能通信设备项目，抓住5.5G/6G、卫星互联网机遇。作为华为毫米波技术长期合作伙伴，有望受益于5G-A推进。</li>
|
||
<li><strong>烽火通信:</strong> 国内领先通信设备企业，拥有完整光通信产业链。与华为在算力基础设施和AI领域深度合作，共同开发高性能AI服务器。</li>
|
||
<li><strong>信科移动:</strong> 5G大规模天线、超密集组网技术领先，国内运营商5G集采份额提升至8%。深度参与我国低轨卫星互联网建设。</li>
|
||
<li><strong>中兴通讯:</strong> 从通信设备制造商向“连接+算力”综合解决方案提供商转型。数据中心交换机凭借自研核心器件保持行业领先。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
<!-- Stock Table -->
|
||
<div class="p-6 glass-card">
|
||
<h2 class="text-xl font-bold text-cyan-300 mb-4">相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-cyan-300">
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 由地缘冲突事件催化 -->
|
||
<tr class="hover:bg-cyan-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002583" target="_blank" class="font-bold hover:underline">海能达</a></td>
|
||
<td>国内专业无线通信行业龙头，中东份额较高</td>
|
||
<td><span class="badge badge-sm concept-tag">通信设备</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=600776" target="_blank" class="font-bold hover:underline">东方通信</a></td>
|
||
<td>数字防爆对讲机D3500已发布</td>
|
||
<td><span class="badge badge-sm concept-tag">通信设备</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors duration-300">
|
||
<td>声迅股份</td>
|
||
<td>已推出两款微量爆炸物探测仪</td>
|
||
<td><span class="badge badge-sm badge-outline border-green-500 text-green-500">安全检测</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-cyan-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002465" target="_blank" class="font-bold hover:underline">海格通信</a></td>
|
||
<td>北斗导航芯片研发，提供替代性安全通信方案</td>
|
||
<td><span class="badge badge-sm badge-outline border-yellow-500 text-yellow-500">定位系统</span></td>
|
||
</tr>
|
||
<!-- 由AI算力驱动 -->
|
||
<tr class="hover:bg-purple-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=688702" target="_blank" class="font-bold hover:underline">盛科通信</a></td>
|
||
<td>国内商用以太网交换芯片稀缺标的，受益AI算力爆发和国产替代</td>
|
||
<td><span class="badge badge-sm concept-tag">AI算力</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-purple-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=600498" target="_blank" class="font-bold hover:underline">烽火通信</a></td>
|
||
<td>光通信设备龙头，华为“超级点”服务器核心合作伙伴</td>
|
||
<td><span class="badge badge-sm concept-tag">AI算力</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-purple-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002396" target="_blank" class="font-bold hover:underline">星网锐捷</a></td>
|
||
<td>旗下锐捷网络为数据中心交换机领先企业</td>
|
||
<td><span class="badge badge-sm concept-tag">AI算力</span></td>
|
||
</tr>
|
||
<!-- 卫星通信及其他 -->
|
||
<tr class="hover:bg-blue-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002446" target="_blank" class="font-bold hover:underline">盛路通信</a></td>
|
||
<td>布局6G毫米波技术，参与国家6G试验网建设</td>
|
||
<td><span class="badge badge-sm concept-tag">6G/卫星通信</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-blue-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=688418" target="_blank" class="font-bold hover:underline">震有科技</a></td>
|
||
<td>卫星互联网核心网供应商</td>
|
||
<td><span class="badge badge-sm concept-tag">卫星通信</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-blue-900/20 transition-colors duration-300">
|
||
<td><a href="https://valuefrontier.cn/company?scode=688618" target="_blank" class="font-bold hover:underline">三旺通信</a></td>
|
||
<td>工业交换机，布局车路云一体化通信</td>
|
||
<td><span class="badge badge-sm concept-tag">工业通信</span></td>
|
||
</tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts for Market Share
|
||
var marketShareChart = echarts.init(document.getElementById('market-share-chart'));
|
||
var marketShareOption = {
|
||
tooltip: {
|
||
trigger: 'item',
|
||
backgroundColor: 'rgba(20, 26, 69, 0.8)',
|
||
borderColor: '#4e74ff',
|
||
textStyle: { color: '#ffffff' }
|
||
},
|
||
legend: {
|
||
bottom: '5%',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#aab3d8'
|
||
}
|
||
},
|
||
series: [
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||
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|
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|
||
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|
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
},
|
||
labelLine: {
|
||
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|
||
},
|
||
data: [
|
||
{ value: 60, name: '博通 (Broadcom)', itemStyle: { color: '#6a1b9a' } },
|
||
{ value: 5, name: '盛科通信 (Shengke)', itemStyle: { color: '#00bcd4' } },
|
||
{ value: 35, name: '其他', itemStyle: { color: '#424242' } }
|
||
]
|
||
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|
||
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|
||
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|
||
marketShareChart.setOption(marketShareOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
marketShareChart.resize();
|
||
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|
||
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|
||
</body>
|
||
</html> |