403 lines
28 KiB
HTML
403 lines
28 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>台资企业 | 概念深度研报 | 价小前投研</title>
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<script src="https://cdn.tailwindcss.com"></script>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background: #000010;
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background-image:
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radial-gradient(ellipse at 33% 33%, rgba(100, 120, 255, 0.15) 0%, rgba(100, 120, 255, 0) 100%),
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radial-gradient(ellipse at 66% 66%, rgba(255, 100, 150, 0.15) 0%, rgba(255, 100, 150, 0) 100%);
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backdrop-filter: blur(12px) saturate(150%);
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-webkit-backdrop-filter: blur(12px) saturate(150%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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font-size: 1.25rem;
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margin-bottom: 1rem;
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.content-text p, .content-text li {
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color: #c7d2fe;
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line-height: 1.75;
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margin-bottom: 0.75rem;
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font-weight: 500;
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.table thead th {
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color: #e2e8f0;
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font-weight: 600;
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.table tbody tr:hover {
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background-color: rgba(51, 65, 85, 0.7);
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.table a {
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color: #93c5fd;
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transition: color 0.2s ease;
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color: #f9a8d4;
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text-decoration: underline;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 sm:p-6 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-5xl md:text-6xl font-bold glow-text mb-4">台资企业</h1>
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<h2 class="text-2xl md:text-3xl font-light text-blue-300">概念深度研报</h2>
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<p class="text-sm text-gray-500 mt-4">
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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<br>
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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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<!-- Insight Section -->
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<section id="insight" class="mb-12">
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<h2 class="section-title">概念洞察 (Concept Insight)</h2>
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<div class="bento-grid">
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<!-- Core View -->
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<div class="bento-item bento-item-col-12 md:bento-item-col-8 glass-card p-6">
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<h3 class="sub-title">核心观点与二元化逻辑</h3>
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<div class="content-text">
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<p>“台资企业”概念正处在一个由<strong>政策驱动</strong>和<strong>产业趋势驱动</strong>共振的价值重估阶段。其核心投资逻辑呈现显著的<strong>二元化特征</strong>：</p>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>一体化融合：</strong>在大陆受益于政策红利，特别是在福建等“两岸融合发展示范区”，享受上市、融资、税费等全方位支持，旨在将台湾的产业优势与大陆的市场、资本优势深度结合。</li>
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<li><strong>竞合与外溢：</strong>在全球高科技产业链中，表现为“国产替代”与“协同出海”两大并行趋势。一方面，大陆企业在AI服务器电源、高端铜箔等领域挑战台资巨头；另一方面，台资背景的工程服务商深度绑定台积电等晶圆厂全球扩张，协同获取海外订单。</li>
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</ul>
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<p>这一概念已超越单纯的地域标签，演变为观察中国产业链升级和全球供应链重构的重要窗口。</p>
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</div>
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</div>
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<!-- Catalysts -->
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<div class="bento-item bento-item-col-12 md:bento-item-col-4 glass-card p-6">
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<h3 class="sub-title">关键催化剂</h3>
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<div class="content-text">
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<ul class="list-disc list-inside space-y-2 text-sm">
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<li><strong>政策落地：</strong>福建“台资板”首批企业挂牌或转板成功；标志性台资企业A股IPO申报。</li>
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<li><strong>海外订单：</strong>亚翔/圣晖等公司获得重大海外订单，验证“协同出海”逻辑。</li>
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<li><strong>技术突破：</strong>国产替代关键产品（如HVLP铜箔）进入国际头部厂商供应链。</li>
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<li><strong>数据验证：</strong>福建省实际利用台资额持续高速增长。</li>
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</ul>
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</div>
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</div>
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<!-- Risks & Challenges -->
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<div class="bento-item bento-item-col-12 md:bento-item-col-6 glass-card p-6">
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<h3 class="sub-title">潜在风险与挑战</h3>
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<div class="content-text">
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<ul class="list-disc list-inside space-y-2">
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<li><strong>地缘政治风险：</strong>最核心、最不可预测的风险。任何两岸关系的紧张化都可能对经营环境和市场情绪造成巨大冲击。</li>
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<li><strong>政策变动风险：</strong>当前利好政策的延续性和执行力度存在不确定性。</li>
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<li><strong>商业化与执行风险：</strong>“协同出海”面临供应链、法规等多重挑战（如E-One Moli加拿大建厂失败案例）；“国产替代”面临技术壁垒和客户认证周期长的障碍。</li>
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<li><strong>“台资背景”双面性：</strong>在海外是优势，但在国内部分强调自主可控的领域可能受限，存在宏观支持与微观项目执行的潜在矛盾。</li>
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</ul>
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</div>
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</div>
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<!-- Investment Implications -->
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<div class="bento-item bento-item-col-12 md:bento-item-col-6 glass-card p-6">
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<h3 class="sub-title">投资启示与细分环节</h3>
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<div class="content-text">
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<p>概念处于<strong>“主题与基本面共舞”</strong>阶段。最具投资价值的细分环节包括：</p>
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<ol class="list-decimal list-inside space-y-2">
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<li><strong>“协同出海”的工程与设备服务商：</strong>逻辑清晰，受益于全球半导体建厂潮，确定性高，台资背景是明确竞争壁垒 (如：亚翔集成、圣晖集成)。</li>
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<li><strong>具备“国产替代”潜力的核心材料/零部件公司：</strong>潜在空间巨大，但需精选技术差距小、已进入核心客户验证阶段的标的 (如：铜冠铜箔)。</li>
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<li><strong>受益于两岸金融融合的特色金融机构：</strong>作为政策落地的直接载体，具有稀缺性 (如：厦门银行)。</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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</section>
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<!-- ECharts Visualization -->
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<section id="visualization" class="mb-12">
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<h2 class="section-title">产业链图谱与竞合关系</h2>
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<div class="glass-card p-6">
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<div id="echarts-container" style="width: 100%; height: 500px;"></div>
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</div>
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</section>
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<!-- Data Deep Dive -->
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<section id="data-dive" class="mb-12" x-data="{ tab: 'news' }">
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<h2 class="section-title">数据深度挖掘 (Data Deep Dive)</h2>
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<div class="tabs tabs-boxed bg-slate-800/50 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">核心新闻</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演精要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报观点</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'cases' }" @click.prevent="tab = 'cases'">市场案例</a>
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</div>
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<div class="glass-card p-6 content-text min-h-[400px]">
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<!-- News -->
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<div x-show="tab === 'news'">
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<h3 class="sub-title">宏观政策与金融支持</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>中央层面：</strong>央行、外汇局等发文明确“推动更多符合条件的在闽优质台资企业在大陆上市”，支持海峡股权交易中心“台资板”创新升级。工信部、国台办等持续优化营商环境，放宽市场准入。</li>
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<li><strong>福建省：</strong>推出12条惠台政策，提供上市培育、融资便利化、用地保障、税费优惠等全方位服务。数据显示，2025年Q1福建实际利用台资6.4亿美元，同比增长迅猛，占全国比重超50%。</li>
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<li><strong>广东省：</strong>支持东莞深化两岸合作，鼓励台资银行设立机构，并提供信用修复、征信等便利服务。</li>
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</ul>
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<h3 class="sub-title mt-4">产业与市场动态</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>圣晖集成：</strong>被定义为“台资洁净室工程专业服务商”，主要客户包括台积电、矽品等，有望随台积电赴美建厂。</li>
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<li><strong>铜冠铜箔：</strong>与台光、台耀等台资客户有10年以上合作，正加大台资日资客户拓展。</li>
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<li><strong>E-One Moli Energy Corp. (台泥子公司)：</strong>在加拿大的7.46亿美元锂电池工厂计划因北美供应链问题中断，揭示了“出海”的现实挑战。</li>
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</ul>
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</div>
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<!-- Roadshow -->
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<div x-show="tab === 'roadshow'" style="display: none;">
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<h3 class="sub-title">“协同出海”逻辑：亚翔集成 & 圣晖集成</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>亚翔集成 (603929)：</strong>上交所首家台资母公司分拆上市案例。核心优势是继承母公司经验，深度绑定台积电、联电等客户。通过承接母公司海外资源，协同获取订单，如2025年新签“台湾亚翔海外机电分包15.82亿元”。</li>
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<li><strong>圣晖集成 (603163)：</strong>同步受益于“国产替代+台资出海”双重红利。台籍高管/技术骨干40+人，具备跨文化工程管理经验。台积电、联电等是其东南亚项目核心来源。</li>
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</ul>
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<h3 class="sub-title mt-4">“国产替代”逻辑：麦格米特 & 铜冠铜箔</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>麦格米特 (服务器电源)：</strong>在国内市场与台达、光宝等台资巨头直接竞争。路演信息显示，中资厂商在故障率（1500-2000 PPM）上仍弱于台达（1000 PPM），但正积极抢占份额。</li>
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<li><strong>铜冠铜箔 (高端铜箔)：</strong>HVLP（极低轮廓铜箔）原依赖进口，公司产品已进入台资/内资PCB厂商，挑战日本三井及台资厂商的主导地位。产品价格低于台资/日资厂商，具备成本优势。</li>
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</ul>
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<h3 class="sub-title mt-4">市场份额转移：菲菱科思</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>菲菱科思 (交换机)：</strong>路演纪要指出，部分台资企业（如智邦科技）因业务调整或政治因素退出部分市场，为公司在中高端产品领域创造了市场份额机会。</li>
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</ul>
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</div>
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<!-- Report -->
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<div x-show="tab === 'report'" style="display: none;">
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<h3 class="sub-title">直接相关企业案例</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>盛业 (2025-02-12)：</strong>明确指出公司由台资企业“慧普有限公司”控股，创始人为台湾籍企业家。</li>
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<li><strong>万业企业 (2024-04-29)：</strong>提及的合作伙伴“宁波芯恩”具有台湾半导体行业背景。</li>
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<li><strong>海外并购报告 (2025-11-26)：</strong>直接列举了“中国台湾制药公司美时化学制药”收购美国某制药公司的并购案例，展现了台资企业的全球化布局能力。</li>
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</ul>
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<h3 class="sub-title mt-4">潜在关联与行业背景</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong>半导体产业链：</strong>万业企业身处半导体设备行业，尽管报告未直接点名台湾客户，但台湾在全球半导体产业链中占据核心地位，是其潜在的重要市场和合作伙伴。</li>
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<li><strong>“一带一路”机遇：</strong>研报分析指出，中国政府推进“一带一路”建设，引导产业链供应链合理有序跨境布局，台资企业在制造业、科技行业等领域具备优势，可能存在深度参与的机会。</li>
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</ul>
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</div>
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<!-- Cases -->
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<div x-show="tab === 'cases'" style="display: none;">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="p-4 border border-blue-400/30 rounded-lg bg-slate-800/30">
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<div class="flex justify-between items-center mb-2">
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<span class="font-bold text-lg text-white">闽发铝业 (002578)</span>
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<span class="badge badge-accent">+9.95%</span>
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</div>
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<p class="text-sm text-gray-300"><strong>驱动逻辑：</strong> “电解铝减产”+“福建两岸融合政策”双主题驱动。公司注册地漳州被列为先行试点，且具台资背景，被资金视为低价小盘弹性标的。</p>
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</div>
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<div class="p-4 border border-blue-400/30 rounded-lg bg-slate-800/30">
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<div class="flex justify-between items-center mb-2">
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<span class="font-bold text-lg text-white">昇兴股份 (002752)</span>
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<span class="badge badge-accent">+10.0%</span>
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</div>
|
||
<p class="text-sm text-gray-300"><strong>驱动逻辑：</strong> 受益于“闽台融合新11条”，被视为“两岸食品产业园+对台跨境电商”低位弹性标的。其台资饮料客户（统一、康师傅）若在闽扩产将带来增量订单。</p>
|
||
</div>
|
||
<div class="p-4 border border-blue-400/30 rounded-lg bg-slate-800/30">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<span class="font-bold text-lg text-white">平潭发展 (000592)</span>
|
||
<span class="badge badge-accent">+10.01%</span>
|
||
</div>
|
||
<p class="text-sm text-gray-300"><strong>驱动逻辑：</strong> “两岸融合发展示范区”政策在平潭找到可量化的“两岸林业碳汇交易中心”载体。公司作为平潭唯一林业上市平台，直接受益于台资QFLP基金投资绿色产业的政策。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List -->
|
||
<section id="stock-list">
|
||
<h2 class="section-title">核心标的清单 (Core Stock List)</h2>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 背景</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>工业富联</td><td><a href='https://valuefrontier.cn/company?scode=601138' target='_blank'>601138</a></td><td>出资人鸿海精密在台湾证券交易所上市，全球电子制造服务龙头</td><td>台湾企业背景</td></tr>
|
||
<tr><td>鹏鼎控股</td><td><a href='https://valuefrontier.cn/company?scode=002938' target='_blank'>002938</a></td><td>董事长沈庆芳生于中国台湾，全球PCB行业领导者</td><td>台湾企业背景</td></tr>
|
||
<tr><td>沪电股份</td><td><a href='https://valuefrontier.cn/company?scode=002463' target='_blank'>002463</a></td><td>由台湾PCB企业家吴礼涂先生创立，深度参与AI服务器、汽车电子</td><td>台湾企业背景</td></tr>
|
||
<tr><td>亚翔集成</td><td><a href='https://valuefrontier.cn/company?scode=603929' target='_blank'>603929</a></td><td>前身为台湾亚翔工程投资设立，深度绑定晶圆厂，协同出海逻辑纯粹</td><td>台湾企业背景</td></tr>
|
||
<tr><td>圣晖集成</td><td><a href='https://valuefrontier.cn/company?scode=603163' target='_blank'>603163</a></td><td>间接控股股东台湾圣晖为中国台湾地区法人公司，洁净室工程服务商</td><td>台湾企业背景</td></tr>
|
||
<tr><td>环旭电子</td><td><a href='https://valuefrontier.cn/company?scode=601231' target='_blank'>601231</a></td><td>系台湾上市公司环隆电气投资，全球领先的电子制造服务商</td><td>台湾企业背景</td></tr>
|
||
<tr><td>星宸科技</td><td><a href='https://valuefrontier.cn/company?scode=301536' target='_blank'>301536</a></td><td>由IC设计厂商联发科集团(台湾上市企业)投资设立</td><td>台湾企业背景</td></tr>
|
||
<tr><td>唯捷创芯</td><td><a href='https://valuefrontier.cn/company?scode=688153' target='_blank'>688153</a></td><td>大股东联发科，射频前端芯片设计公司</td><td>台湾企业背景</td></tr>
|
||
<tr><td>天德钰</td><td><a href='https://valuefrontier.cn/company?scode=688252' target='_blank'>688252</a></td><td>最大股东为台湾上市公司鸿海精密</td><td>台湾企业背景</td></tr>
|
||
<tr><td>上海合晶</td><td><a href='https://valuefrontier.cn/company?scode=688584' target='_blank'>688584</a></td><td>大股东是台湾省新竹的台湾合晶科技有限公司，半导体硅片</td><td>台湾企业背景</td></tr>
|
||
<tr><td>新莱应材</td><td><a href='https://valuefrontier.cn/company?scode=300260' target='_blank'>300260</a></td><td>江苏省内首家在创业板上市的台资企业，高纯/超高纯应用材料</td><td>台湾企业背景</td></tr>
|
||
<tr><td>厦门银行</td><td><a href='https://valuefrontier.cn/company?scode=601187' target='_blank'>601187</a></td><td>大陆首家具有台资背景的城市商业银行，直接受益于两岸金融融合</td><td>地方台资</td></tr>
|
||
<tr><td>元祖股份</td><td><a href='https://valuefrontier.cn/company?scode=603886' target='_blank'>603886</a></td><td>元祖國際有限公司，来自台湾的知名烘焙品牌</td><td>台湾企业背景</td></tr>
|
||
<tr><td>南侨食品</td><td><a href='https://valuefrontier.cn/company?scode=605339' target='_blank'>605339</a></td><td>间接控股股东南侨投控为台湾上市公司</td><td>台湾企业背景</td></tr>
|
||
<tr><td>华利集团</td><td><a href='https://valuefrontier.cn/company?scode=300979' target='_blank'>300979</a></td><td>董事长张聪渊生于中国台湾，全球领先的运动鞋履制造商</td><td>台湾企业背景</td></tr>
|
||
<tr><td>汉钟精机</td><td><a href='https://valuefrontier.cn/company?scode=002158' target='_blank'>002158</a></td><td>实控人廖哲男先生为中国台湾籍，主营螺杆式压缩机</td><td>董事长/实控人台籍</td></tr>
|
||
<tr><td>宸展光电</td><td><a href='https://valuefrontier.cn/company?scode=003019' target='_blank'>003019</a></td><td>公司主要生产基地在厦门，另一个生产基地在台湾桃园市</td><td>其它</td></tr>
|
||
<tr><td>富满微</td><td><a href='https://valuefrontier.cn/company?scode=300671' target='_blank'>300671</a></td><td>深圳市首家上市的台资企业，IC设计公司</td><td>地方台资</td></tr>
|
||
<tr><td>英利汽车</td><td><a href='https://valuefrontier.cn/company?scode=601279' target='_blank'>601279</a></td><td>东北地区首家A股上市台资企业，汽车零部件</td><td>地方台资</td></tr>
|
||
<tr><td>宏柏新材</td><td><a href='https://valuefrontier.cn/company?scode=605366' target='_blank'>605366</a></td><td>江西省首家台资背景本土培育的上市公司</td><td>地方台资</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
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|
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|
||
{ id: 'AsiaShine', name: '亚翔集成', symbolSize: 40, category: 1, draggable: true },
|
||
{ id: 'Sunvictory', name: '圣晖集成', symbolSize: 40, category: 1, draggable: true },
|
||
{ id: 'Foxconn', name: '工业富联', symbolSize: 55, category: 2, draggable: true },
|
||
{ id: 'Apple', name: '苹果', symbolSize: 65, category: 3, draggable: true },
|
||
{ id: 'Megmeet', name: '麦格米特', symbolSize: 40, category: 4, draggable: true },
|
||
{ id: 'Delta', name: '台达电子', symbolSize: 50, category: 2, draggable: true },
|
||
{ id: 'LiteOn', name: '光宝科技', symbolSize: 45, category: 2, draggable: true },
|
||
{ id: 'TGG', name: '铜冠铜箔', symbolSize: 40, category: 4, draggable: true },
|
||
{ id: 'TUC', name: '台光电子', symbolSize: 45, category: 2, draggable: true },
|
||
],
|
||
links: [
|
||
{ source: 'TSMC', target: 'AsiaShine', name: '协同出海' },
|
||
{ source: 'TSMC', target: 'Sunvictory', name: '协同出海' },
|
||
{ source: 'UMC', target: 'AsiaShine', name: '长期合作' },
|
||
{ source: 'UMC', target: 'Sunvictory', name: '长期合作' },
|
||
{ source: 'Foxconn', target: 'Apple', name: '核心供应链' },
|
||
{ source: 'Megmeet', target: 'Delta', name: '国产替代竞争' },
|
||
{ source: 'Megmeet', target: 'LiteOn', name: '国产替代竞争' },
|
||
{ source: 'TGG', target: 'TUC', name: '国产替代竞争' },
|
||
{ source: 'TSMC', target: 'Apple', name: '核心代工' },
|
||
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|
||
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|
||
{ name: '晶圆代工' },
|
||
{ name: '工程服务' },
|
||
{ name: '台资制造/零部件' },
|
||
{ name: '终端品牌' },
|
||
{ name: '大陆挑战者' },
|
||
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|
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|
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|
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