663 lines
36 KiB
HTML
663 lines
36 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>3D打印行业洞察报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" />
|
||
<!-- Chart.js -->
|
||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||
<!-- Custom CSS -->
|
||
<style>
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e9f2 100%);
|
||
}
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
|
||
}
|
||
.timeline-dot {
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: #667eea;
|
||
position: absolute;
|
||
left: -8px;
|
||
top: 6px;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0;
|
||
top: 22px;
|
||
bottom: -22px;
|
||
width: 2px;
|
||
background-color: #e2e8f0;
|
||
}
|
||
.timeline-item:last-child .timeline-line {
|
||
display: none;
|
||
}
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.timeline-item {
|
||
padding-left: 20px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- Header Section -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">3D打印行业洞察报告</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">从军工主导的小众市场到消费电子+工业级应用的基本面驱动阶段，2025年或为渗透率拐点</p>
|
||
</div>
|
||
|
||
<!-- Key Stats -->
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-12">
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<div class="flex items-center">
|
||
<div class="p-3 rounded-lg bg-purple-100 text-purple-600 mr-4">
|
||
<i class="fas fa-chart-line text-2xl"></i>
|
||
</div>
|
||
<div>
|
||
<p class="text-gray-500 text-sm">钛合金成本降幅</p>
|
||
<p class="text-2xl font-bold text-gray-800">90%</p>
|
||
<p class="text-xs text-gray-500">较2018年</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<div class="flex items-center">
|
||
<div class="p-3 rounded-lg bg-blue-100 text-blue-600 mr-4">
|
||
<i class="fas fa-cogs text-2xl"></i>
|
||
</div>
|
||
<div>
|
||
<p class="text-gray-500 text-sm">设备效率提升</p>
|
||
<p class="text-2xl font-bold text-gray-800">10倍</p>
|
||
<p class="text-xs text-gray-500">多激光头技术</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<div class="flex items-center">
|
||
<div class="p-3 rounded-lg bg-green-100 text-green-600 mr-4">
|
||
<i class="fas fa-industry text-2xl"></i>
|
||
</div>
|
||
<div>
|
||
<p class="text-gray-500 text-sm">鞋模行业年增速</p>
|
||
<p class="text-2xl font-bold text-gray-800">50%</p>
|
||
<p class="text-xs text-gray-500">中科丰阳2024年产值6500万元</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Timeline Section -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">概念事件时间轴</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h3 class="font-bold text-purple-700">2023年7月</h3>
|
||
<p class="text-gray-700">荣耀Magic V2折叠屏手机首次采用钛合金3D打印铰链，验证消费电子规模化应用可行性。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h3 class="font-bold text-blue-700">2024年12月</h3>
|
||
<p class="text-gray-700">苹果招聘金属3D打印专家，OPPO Find N5确认采用3D打印钛合金铰链，消费电子渗透率加速。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h3 class="font-bold text-green-700">2025年2月</h3>
|
||
<p class="text-gray-700">中信证券路演明确"2025年为3C批量化元年"，钛合金成本降至250-300元/kg（较2018年降幅90%），设备效率提升10倍（多激光头技术）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<h3 class="font-bold text-yellow-700">2025年7月</h3>
|
||
<p class="text-gray-700">思看科技推出2000美元消费级3D扫描仪，降低C端建模门槛，与拓竹3D打印机协同放量北美市场。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Viewpoints -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">核心观点摘要</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gradient-to-r from-purple-50 to-indigo-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg text-purple-800 mb-3">阶段判断</h3>
|
||
<p class="text-gray-700">3D打印正从<strong class="text-purple-700">军工主导的小众市场</strong>转向<strong class="text-purple-700">消费电子+工业级应用</strong>的<strong class="text-purple-700">基本面驱动阶段</strong>，2025年或为<strong class="text-purple-700">渗透率拐点</strong>。</p>
|
||
</div>
|
||
<div class="bg-gradient-to-r from-blue-50 to-cyan-50 rounded-lg p-5">
|
||
<h3 class="font-bold text-lg text-blue-800 mb-3">核心驱动力</h3>
|
||
<p class="text-gray-700"><strong class="text-blue-700">成本下降（材料-90%、设备-70%）</strong>+<strong class="text-blue-700">效率提升（多激光头技术）</strong>推动消费电子（铰链、中框）和鞋模等民用场景规模化落地。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Logic & Market Analysis -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">核心逻辑与市场认知分析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-microchip text-purple-600 mr-2"></i>
|
||
<h4 class="font-bold text-gray-700">技术成熟</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-600">SLM工艺良率已达99%，钛合金铰链厚度突破<strong>0.15mm</strong>（OPPO Find N5案例）。</p>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-coins text-blue-600 mr-2"></i>
|
||
<h4 class="font-bold text-gray-700">成本临界点</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-600">2025年钛合金3D打印综合成本<strong>1.5-1.6元/g</strong>，低于CNC加工但优势在<strong>良率（80% vs 20-30%）</strong>和复杂结构。</p>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-handshake text-green-600 mr-2"></i>
|
||
<h4 class="font-bold text-gray-700">政策与需求共振</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-600">军工"十四五"收官订单+消费电子品牌（苹果/OPPO）技术验证完成。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<div class="flex flex-col md:flex-row md:items-center">
|
||
<div class="mb-4 md:mb-0 md:w-1/2">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-chart-bar text-blue-600 mr-2"></i>
|
||
<h4 class="font-bold text-gray-700">研报密集度</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-600">2024Q4-2025Q2共发布<strong>12篇深度报告</strong>（广发、中信证券等），聚焦消费电子和鞋模。</p>
|
||
</div>
|
||
<div class="md:w-1/2 md:pl-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-balance-scale text-blue-600 mr-2"></i>
|
||
<h4 class="font-bold text-gray-700">情绪分化</h4>
|
||
</div>
|
||
<p class="text-sm text-gray-600">机构乐观（2025年3C市场空间<strong>30-40亿元</strong>），但产业专家提示<strong>"仍需2-3年培育期"</strong>（华安金属路演）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">预期差</h3>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<div class="mb-3">
|
||
<h4 class="font-bold text-gray-700 mb-2">被忽略的关键点</h4>
|
||
</div>
|
||
<ul class="list-disc pl-5 text-sm text-gray-600 space-y-2">
|
||
<li><strong>后处理瓶颈</strong>：3D打印件仍需<strong>研磨抛光</strong>（占成本30%），金太阳等后处理公司或成隐藏赢家。</li>
|
||
<li><strong>材料国产化</strong>：钛合金粉末国产化率已超60%，但<strong>高端牌号（如医用级）仍依赖进口</strong>（中航迈特数据）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Catalysts & Future Path -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">关键催化剂与未来发展路径</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
|
||
<span class="text-purple-700 font-bold">1</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">OPPO Find N5量产</h4>
|
||
<p class="text-sm text-gray-600">2025年Q2铰链订单落地，单机价值量<strong>10-200元</strong>（铂力特主供）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-700 font-bold">2</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">苹果3D打印中框测试</h4>
|
||
<p class="text-sm text-gray-600">iPhone 17或采用3D打印钛合金中框，5家供应商（精研科技等）送样。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-green-100 flex items-center justify-center">
|
||
<span class="text-green-700 font-bold">3</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">军工订单确认</h4>
|
||
<p class="text-sm text-gray-600">2025年Q1航空航天订单或<strong>同比增长50%+</strong>（中信证券调研）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径</h3>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 rounded-lg p-5">
|
||
<div class="flex flex-col md:flex-row">
|
||
<div class="mb-4 md:mb-0 md:w-1/2 md:pr-4">
|
||
<h4 class="font-bold text-indigo-700 mb-2">2025-2027年</h4>
|
||
<p class="text-gray-700">消费电子（铰链/中框）+鞋模双轮驱动，市场规模<strong>百亿级</strong>。</p>
|
||
</div>
|
||
<div class="md:w-1/2 md:pl-4">
|
||
<h4 class="font-bold text-purple-700 mb-2">2028年后</h4>
|
||
<p class="text-gray-700">机器人（PEEK材料关节）、飞行汽车（碳纤维结构件）打开<strong>千亿级</strong>空间。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain & Core Companies -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||
<div class="bg-gray-50 rounded-lg p-5">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-bold text-purple-700 mb-3">上游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li><span class="font-medium">钛合金粉末</span>：<strong class="text-purple-600">中航迈特</strong></li>
|
||
<li><span class="font-medium">激光器</span>：<strong class="text-purple-600">锐科激光</strong></li>
|
||
<li><span class="font-medium">振镜</span>：<strong class="text-purple-600">金橙子</strong></li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-bold text-blue-700 mb-3">中游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li><span class="font-medium">设备</span>：<strong class="text-blue-600">铂力特</strong>-金属SLM龙头</li>
|
||
<li><span class="font-medium">设备</span>：<strong class="text-blue-600">华曙高科</strong>-多激光头技术</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h4 class="font-bold text-green-700 mb-3">下游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li><span class="font-medium">消费电子</span>：OPPO/苹果</li>
|
||
<li><span class="font-medium">鞋模</span>：中科丰阳</li>
|
||
<li><span class="font-medium">军工</span>：成飞</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务重心</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">技术优势</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">铂力特</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">军工+消费电子</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">全球最大SLM设备（1.5米幅面）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">军工订单延迟（2024年基数低）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">华曙高科</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">民用+鞋模</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">16激光头设备效率领先</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">消费级市场竞争加剧</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">金橙子</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">振镜控制系统</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">国产替代（市占率32%）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">高端振镜仍依赖进口</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">验证与证伪</h3>
|
||
<div class="bg-yellow-50 rounded-lg p-4">
|
||
<div class="mb-3">
|
||
<h4 class="font-bold text-gray-700 mb-2">数据印证</h4>
|
||
<p class="text-sm text-gray-600">铂力特2024年钛合金粉末出货量<strong>同比+40%</strong>（路演数据），但<strong>消费电子收入占比仅15%</strong>（低于研报预期的30%）。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-gray-700 mb-2">矛盾点</h4>
|
||
<p class="text-sm text-gray-600">华安金属专家提示"3D打印鞋模需<strong>3年培育期</strong>"，但中科丰阳2024年已扩产至100台设备，<strong>实际进度快于预期</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-2"></i>
|
||
<h3 class="font-bold text-lg text-red-700">技术风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-600">多激光头设备<strong>热变形控制</strong>未完全解决（32头设备良率仅90%）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-shopping-cart text-orange-600 mr-2"></i>
|
||
<h3 class="font-bold text-lg text-orange-700">商业化风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-600">消费电子<strong>渗透率假设过于乐观</strong>（研报假设20%渗透率，实际苹果中框测试良率仅65%）。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-landmark text-yellow-600 mr-2"></i>
|
||
<h3 class="font-bold text-lg text-yellow-700">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-600">军工订单可能受<strong>国防预算调整</strong>影响（2025年预算增速或低于预期）。</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-5">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-balance-scale text-purple-600 mr-2"></i>
|
||
<h3 class="font-bold text-lg text-purple-700">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-600">中信证券称"2025年订单超历史峰值"，但广发军工路演提示"<strong>航空航天客户节奏延迟</strong>"。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion & Investment Insights -->
|
||
<div class="bg-white rounded-xl p-6 mb-12 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-8">
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-lg p-5 text-white">
|
||
<h3 class="font-bold text-xl mb-3">阶段判断</h3>
|
||
<p><strong class="text-yellow-300">基本面驱动初期</strong>，消费电子和鞋模的规模化落地验证技术经济性，军工订单提供业绩安全垫。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
|
||
<span class="text-purple-700 font-bold">1</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">设备龙头</h4>
|
||
<p class="text-sm text-gray-600"><strong class="text-purple-600">铂力特</strong>（军工订单+消费电子弹性）、<strong class="text-purple-600">华曙高科</strong>（多激光头技术领先）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-700 font-bold">2</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">材料替代</h4>
|
||
<p class="text-sm text-gray-600"><strong class="text-blue-600">中航迈特</strong>（钛合金粉末国产化）、<strong class="text-blue-600">金橙子</strong>（振镜国产替代）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-8 h-8 rounded-full bg-green-100 flex items-center justify-center">
|
||
<span class="text-green-700 font-bold">3</span>
|
||
</div>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-bold text-gray-700">后处理环节</h4>
|
||
<p class="text-sm text-gray-600"><strong class="text-green-600">金太阳</strong>（3D打印后处理需求爆发）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">跟踪指标</h3>
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<div class="flex flex-col md:flex-row">
|
||
<div class="mb-4 md:mb-0 md:w-1/2 md:pr-4">
|
||
<h4 class="font-bold text-blue-700 mb-2">消费电子订单</h4>
|
||
<p class="text-sm text-gray-600">OPPO/苹果2025年Q2铰链出货量（目标<strong>千万级</strong>）。</p>
|
||
</div>
|
||
<div class="md:w-1/2 md:pl-4">
|
||
<h4 class="font-bold text-blue-700 mb-2">军工订单</h4>
|
||
<p class="text-sm text-gray-600">2025年Q1航空航天设备采购合同金额（需<strong>同比增长50%+</strong>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Table -->
|
||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6">相关股票数据</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/产品/技术</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">消息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">利安科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PCR和PLA环境友好型材料开发</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">正在新增PCR和PLA（聚乳酸）等环境友好型材料的开发</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">惠通科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">年产3.5万吨聚乳酸项目</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">生物降解材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">惠通生物年产3.5万吨聚乳酸项目2025年5月26日试生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">中仑新材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">生物降解BOPLA薄膜</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">生物基可降解薄膜</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司生物降解BOPLA薄膜是以聚乳酸（PLA）为原材料制成的新型生物基可降解薄膜</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">家联科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">参与制定《聚乳酸》《双向拉伸聚乳酸薄膜》国家标准</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">聚乳酸材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司参与制订或修订了《聚乳酸》《双向拉伸聚乳酸薄膜》等国家标准和行业标准</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">海正生材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">聚乳酸材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">包装、3D打印</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">专注于聚乳酸材料的研发产销，主要应用于包装、3D打印等领域</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">聚石化学</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">与安徽丰原生物战略合作</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">聚乳酸生物基材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">2025年3月24日与安徽丰原生物达成战略合作，共创聚乳酸生物基材料新未来</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司官微</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">瑞丰高材</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">聚乳酸、丁二酸</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">生物降解材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">子公司瑞丰生物已完成一步法聚乳酸、丁二酸等产品的中试</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">金丹科技</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">PLA材料（聚乳酸）</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">年产7.5万吨聚乳酸生物降解新材料项目</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">生物降解材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">年产7.5万吨聚乳酸生物降解新材料项目达到预定可使用状态的时间延期至2026年6月</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">兴业股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">其他材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">环保呋喃树脂</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印铸造</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印用环保呋喃树脂综合性能优越，实现了关键材料自主研发生产</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">长江材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">其他材料</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印铸造砂型</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">新能源汽车、机器人零部件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印铸造砂型用于铸件生产，在新能源汽车零件、机器人零部件方面都有销售</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">高乐股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印业务</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">个性化定制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印业务在开展中，已接有一些小批量的订制订单，业务并不适合大规模生产，更适合个性化的定制</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司调研</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">光韵达</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印服务</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">航空制造</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印业务目前主要服务于航空制造，主要客户是成飞，与其他客户及科研单位也有少量合作</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">金太阳</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印钛合金材质手机摄像头装饰件</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">新型精密研磨抛光</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">手机摄像头装饰件采用3D打印钛合金材质，将关注3D打印带来的新型精密研磨抛光需求</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">冀凯股份</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">大型宽幅全帧智能3D砂型打印技术</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">煤炭工业</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">2022年大型宽幅全帧智能3D砂型打印技术与装备获得中国煤炭工业科学技术奖一等奖</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">金橙子</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">技术设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印控制系统及振镜产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">3D打印设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">储备有3D打印控制系统及3D打印振镜产品</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">华曙高科</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">技术设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">高分子3D打印设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">尼龙类材料打印</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">高分子3D打印设备UM252P可打印多种尼龙类材料，可根据用户需求定制3D打印解决方案</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-gray-900">爱司凯</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">技术设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">平面打印和3D打印</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">计算机直接制版机（CTP）、3D砂型打印设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">产品包括平面打印和3D打印，主导产品为计算机直接制版机（CTP）、3D砂型打印设备</td>
|
||
<td class="py-3 px-4 text-sm text-gray-500">公司互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// Add some interactivity for mobile responsiveness
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// Simple animation for timeline items
|
||
const timelineItems = document.querySelectorAll('.timeline-item');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = 1;
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, { threshold: 0.1 });
|
||
|
||
timelineItems.forEach(item => {
|
||
item.style.opacity = 0;
|
||
item.style.transform = 'translateY(20px)';
|
||
item.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
observer.observe(item);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |