506 lines
30 KiB
HTML
506 lines
30 KiB
HTML
直接生成可用的HTML代码，可以声明：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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<!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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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>PSPI概念深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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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 defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></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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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', 'Helvetica Neue', Arial, sans-serif;
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background-color: #020617; /* Slate 950 */
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.5); /* Slate 900 with 50% opacity */
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(51, 65, 85, 0.4); /* Slate 700 with 40% opacity */
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transition: all 0.3s cubic-bezier(0.25, 0.8, 0.25, 1);
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}
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.glass-card:hover {
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border-color: rgba(56, 189, 248, 0.6); /* Sky 400 with 60% opacity */
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box-shadow: 0 0 20px rgba(56, 189, 248, 0.1);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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}
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/* Custom grid spans */
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.bento-item-1 { grid-column: span 12 / span 12; }
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@media (min-width: 1024px) {
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.bento-item-1 { grid-column: span 8 / span 8; }
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.bento-item-2 { grid-column: span 4 / span 4; }
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.bento-item-3 { grid-column: span 5 / span 5; }
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.bento-item-4 { grid-column: span 7 / span 7; }
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.bento-item-5 { grid-column: span 12 / span 12; }
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.bento-item-6 { grid-column: span 6 / span 6; }
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.bento-item-7 { grid-column: span 6 / span 6; }
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}
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.glow-shadow {
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text-shadow: 0 0 8px rgba(14, 165, 233, 0.5); /* Sky 500 */
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}
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.section-title {
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background: linear-gradient(90deg, #0ea5e9, #a855f7, #ec4899);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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text-fill-color: transparent;
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}
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.table thead th {
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background-color: rgba(30, 41, 59, 0.5);
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border-bottom: 1px solid rgba(51, 65, 85, 0.6);
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color: #94a3b8; /* Slate 400 */
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}
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.table tbody tr {
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border-bottom: 1px solid rgba(51, 65, 85, 0.4);
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}
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.table tbody tr:last-child {
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border-bottom: 0;
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}
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.table tbody tr:hover {
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background-color: rgba(30, 41, 59, 0.3);
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}
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.badge-outline.badge-info {
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color: #38bdf8; /* Sky 400 */
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}
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.badge-outline.badge-success {
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color: #4ade80; /* Green 400 */
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}
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.badge-outline.badge-warning {
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color: #facc15; /* Yellow 400 */
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}
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.badge-outline.badge-error {
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color: #f87171; /* Red 400 */
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}
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</style>
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</head>
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<body class="bg-slate-950 text-slate-300 min-h-screen" x-data="{ mouseX: 0, mouseY: 0 }" @mousemove="mouseX = $event.clientX; mouseY = $event.clientY">
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<!-- Background Gradient Glow -->
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<div class="fixed top-0 left-0 w-full h-full z-[-1] overflow-hidden">
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<div class="absolute w-[800px] h-[800px] rounded-full opacity-20"
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:style="`background: radial-gradient(circle, #0ea5e9 0%, transparent 60%); left: ${mouseX - 400}px; top: ${mouseY - 400}px; transition: left 0.5s ease-out, top 0.5s ease-out;`">
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</div>
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</div>
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<div class="container mx-auto p-4 md:p-8 max-w-7xl">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-white mb-4 glow-shadow">PSPI 概念深度投研</h1>
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<p class="text-xl md:text-2xl section-title font-medium">AI算力驱动下的‘卡脖子’材料国产替代</p>
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<p class="text-xs text-slate-500 mt-4 tracking-wider">北京价值前沿科技有限公司 AI投研agent：“价小前投研” | 本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main class="space-y-12">
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<!-- Section 1: Concept Event -->
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<section class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-sky-400 mb-6 border-l-4 border-sky-400 pl-4">概念引爆点：供给冲击与需求爆发的共振</h2>
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<div class="space-y-4 text-slate-300 text-base leading-relaxed">
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<p>PSPI（光敏聚酰亚胺），一种兼具光敏成像与耐高温特性的半导体关键材料，长期被旭化成、东丽、杜邦等美日企业垄断，是中国典型的“卡脖子”材料之一。该概念近期成为市场焦点的核心背景是AI算力需求爆发，推动了HBM、CoWoS等先进封装技术的快速发展，而PSPI正是这些技术中不可或缺的核心绝缘层材料。</p>
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<div class="border-t border-slate-700 my-4"></div>
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<p class="font-semibold text-white">核心催化事件：</p>
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<p><span class="font-bold text-amber-400">2024年5月19日</span>，全球PSPI龙头企业日本<span class="font-bold text-white">旭化成（Asahi Kasei）</span>向部分客户发出供应调整通知，宣布因AI应用引发其PIMEL™系列感光材料需求暴增，现有产能无法匹配，将收紧供应。产业端消息进一步证实，旭化成因全力保障台积电等大客户供应，已开始对中国大陆部分封测厂商进行<span class="font-bold text-red-400">限供</span>。</p>
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<ul class="steps steps-vertical lg:steps-horizontal w-full mt-6">
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<li class="step step-info">背景期：海外垄断，国内依赖进口</li>
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<li class="step step-info">引爆点：旭化成限供，打开国产替代窗口</li>
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<li class="step step-info">发酵期：舆情发酵，券商密集推荐</li>
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<li class="step step-info">验证期：市场焦点转向国内厂商实际进展</li>
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</ul>
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</div>
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</section>
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<!-- Section 2: Market Data & Core Logic -->
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<section class="bento-grid">
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<div class="bento-item-1 glass-card rounded-3xl p-6 md:p-8 flex flex-col">
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<h2 class="text-2xl md:text-3xl font-bold text-fuchsia-400 mb-6 border-l-4 border-fuchsia-400 pl-4">市场高速增长与核心逻辑</h2>
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<div id="marketChart" class="w-full h-72 flex-grow"></div>
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<p class="text-xs text-center text-slate-500 mt-2">数据来源：综合研报数据 | 全球PSPI市场规模预测 (亿美元)</p>
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</div>
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<div class="bento-item-2 glass-card rounded-3xl p-6 md:p-8 flex flex-col justify-center space-y-4">
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<div class="text-center">
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<p class="text-slate-400 text-sm">价值量提升</p>
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<p class="text-3xl font-bold text-white">500元+</p>
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<p class="text-xs text-slate-500">先进封装 vs 普通晶圆(50-100元)</p>
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</div>
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<div class="border-t border-slate-700"></div>
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<div class="text-center">
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<p class="text-slate-400 text-sm">全球市场年增速</p>
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<p class="text-3xl font-bold text-white">>30%</p>
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<p class="text-xs text-slate-500">AI革命驱动</p>
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</div>
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<div class="border-t border-slate-700"></div>
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<div class="text-center">
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<p class="text-slate-400 text-sm">海外垄断份额</p>
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<p class="text-3xl font-bold text-white">>90%</p>
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<p class="text-xs text-slate-500">旭化成、东丽等巨头</p>
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</div>
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</div>
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<div class="bento-item-3 glass-card rounded-3xl p-6 md:p-8">
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<h3 class="font-bold text-lg text-white mb-3">三大核心驱动力</h3>
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<ul class="space-y-3 list-disc list-inside text-slate-300">
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<li><span class="font-semibold text-sky-300">需求确定性：</span>AI革命推动HBM/CoWoS等先进封装成为刚需，PSPI价值量与增速双高。</li>
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<li><span class="font-semibold text-amber-300">供给紧迫性：</span>旭化成限供事件将长期替代故事变为短期供应链安全问题，强制打开客户导入窗口。</li>
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<li><span class="font-semibold text-fuchsia-300">高壁垒高价值：</span>技术壁垒极高，一旦突破可享长期盈利红利，符合“硬科技”偏好。</li>
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</ul>
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</div>
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<div class="bento-item-4 glass-card rounded-3xl p-6 md:p-8">
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<h3 class="font-bold text-lg text-white mb-3">关键预期差分析 (风险与机遇)</h3>
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<ul class="space-y-3 list-disc list-inside text-slate-300">
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<li><span class="font-semibold text-red-400">“唯一”量产方认知混乱：</span>多家公司被不同信源称为“唯一”量产方，需仔细甄别产业化进度，阳谷华泰(波米科技)在半导体封装领域进度领先。</li>
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<li><span class="font-semibold text-red-400">半导体 vs 显示PSPI混淆：</span>最大预期差！奥来德、鼎龙股份等目前主要成果在显示领域，市场易将其错认为AI算力标的，存在估值逻辑混淆风险。</li>
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<li><span class="font-semibold text-yellow-400">市场规模估算差异：</span>国内市场规模估算从12亿到60亿不等，表明需求测算尚不统一，可能存在高估风险。</li>
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</ul>
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</div>
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</section>
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<!-- Section 3: Future Path & Catalysts -->
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<section class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-emerald-400 mb-6 border-l-4 border-emerald-400 pl-4">国产替代路径与未来催化剂</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-bold text-white mb-4">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-4">
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<li class="flex items-start">
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<svg class="w-6 h-6 text-emerald-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<p class="font-semibold">订单公告</p>
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<p class="text-sm text-slate-400">艾森股份、鼎龙股份、强力新材等公司若发布主流封测厂批量订单，将是关键验证。 </p>
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-emerald-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<p class="font-semibold">业绩兑现</p>
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<p class="text-sm text-slate-400">阳谷华泰(波米科技)财报中PSPI业务的环比增长情况，是检验龙头地位的直接证据。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-emerald-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<p class="font-semibold">客户验证节点</p>
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<p class="text-sm text-slate-400">关注奥来德(显示)、艾森股份(半导体)等在路演中披露的关键验证时间点（如24Q3, 24年底）。</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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<div>
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<h3 class="text-xl font-bold text-white mb-4">长期发展路径</h3>
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<ol class="relative border-l border-slate-700 space-y-8">
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-900">
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<span class="text-sky-400 font-bold">1</span>
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</span>
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<h4 class="font-semibold text-white">窗口期替代 (1-2年)</h4>
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<p class="text-sm text-slate-400">承接海外限供溢出订单，完成对二三线客户渗透，实现“从0到1”。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-900">
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<span class="text-sky-400 font-bold">2</span>
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</span>
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<h4 class="font-semibold text-white">主流客户导入 (2-3年)</h4>
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<p class="text-sm text-slate-400">打入头部封测厂和芯片设计公司核心供应链，实现“从1到10”。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-900">
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<span class="text-sky-400 font-bold">3</span>
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</span>
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<h4 class="font-semibold text-white">技术迭代与高端突破 (3-5年)</h4>
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<p class="text-sm text-slate-400">向正性PSPI、超低温PSPI等高端产品迭代，挑战技术前沿。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-900">
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<span class="text-sky-400 font-bold">4</span>
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</span>
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<h4 class="font-semibold text-white">全球化竞争 (5年以上)</h4>
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<p class="text-sm text-slate-400">凭借成本与服务优势，参与全球市场竞争，挑战日美垄断地位。</p>
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</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- Section 4: Key Players -->
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<section>
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<h2 class="text-2xl md:text-3xl font-bold text-amber-400 mb-6 border-l-4 border-amber-400 pl-4 text-center">产业链核心玩家深度剖析</h2>
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<div class="bento-grid">
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<article class="bento-item-5 glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-2">阳谷华泰 (300121) / 波米科技</h3>
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<p class="text-sm font-semibold text-amber-300 mb-4">定位：半导体封装PSPI龙头</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm">
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<div>
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<p class="font-bold text-slate-300">进展阶段:</p>
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<p class="text-green-400 font-semibold">批量量产，已出货</p>
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</div>
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<div>
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<p class="font-bold text-slate-300">核心客户:</p>
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<p class="text-slate-400">华为海思、长电科技、盛合晶微等</p>
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</div>
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</div>
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<p class="font-bold text-slate-300 mt-4 mb-2">竞争优势:</p>
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<ul class="list-disc list-inside text-sm text-slate-400 space-y-1">
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<li><span class="font-semibold text-white">先发优势:</span> 国内唯一明确批量供货头部客户（海思）的企业。</li>
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<li><span class="font-semibold text-white">客户绑定:</span> 深度绑定华为，获“最佳技术突破奖”，技术实力获验证。</li>
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<li><span class="font-semibold text-white">技术前瞻:</span> 布局“超超低温”下一代产品，满足前沿封装需求。</li>
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</ul>
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<p class="font-bold text-slate-300 mt-4 mb-2">潜在风险:</p>
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<p class="text-sm text-slate-400">产能扩张速度能否匹配市场爆发；对单一客户依赖度可能较高。</p>
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</article>
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<article class="bento-item-6 glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-xl font-bold text-white mb-2">艾森股份 (688720)</h3>
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<p class="text-sm font-semibold text-sky-300 mb-4">定位：正性PSPI追赶者</p>
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<p class="font-bold text-slate-300">进展阶段:</p>
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<p class="text-yellow-400 font-semibold mb-3">小批量量产</p>
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<p class="font-bold text-slate-300">竞争优势:</p>
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<ul class="list-disc list-inside text-sm text-slate-400 space-y-1">
|
||
<li><span class="font-semibold text-white">技术差异化:</span> 率先在主流晶圆厂实现技术价值更高的<span class="text-sky-300">正性PSPI</span>国产化订单突破。</li>
|
||
<li><span class="font-semibold text-white">客户验证顺利:</span> 已在多家主流晶圆和封装客户测试验证。</li>
|
||
</ul>
|
||
</article>
|
||
<article class="bento-item-7 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold text-white mb-2">鼎龙股份 (300054)</h3>
|
||
<p class="text-sm font-semibold text-purple-300 mb-4">定位：显示PSPI冠军，半导体PSPI新兵</p>
|
||
<p class="font-bold text-slate-300">进展阶段 (半导体):</p>
|
||
<p class="text-red-400 font-semibold mb-3">客户验证阶段</p>
|
||
<p class="font-bold text-slate-300">竞争优势:</p>
|
||
<ul class="list-disc list-inside text-sm text-slate-400 space-y-1">
|
||
<li><span class="font-semibold text-white">显示领域领先:</span> 已是国内主流面板客户第一供应商，有成熟量产经验和现金流。</li>
|
||
<li><span class="font-semibold text-white">产业链一体化:</span> 布局上游单体，有成本和供应链安全优势。</li>
|
||
</ul>
|
||
</article>
|
||
<article class="bento-item-6 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold text-white mb-2">强力新材 (300429)</h3>
|
||
<p class="text-sm font-semibold text-green-300 mb-4">定位：绑定核心渠道的潜力股</p>
|
||
<p class="font-bold text-slate-300">进展阶段:</p>
|
||
<p class="text-red-400 font-semibold mb-3">客户送样验证阶段</p>
|
||
<p class="font-bold text-slate-300">竞争优势:</p>
|
||
<ul class="list-disc list-inside text-sm text-slate-400 space-y-1">
|
||
<li><span class="font-semibold text-white">渠道优势:</span> 通过盛合晶微深度绑定华为供应链。</li>
|
||
<li><span class="font-semibold text-white">资本助力:</span> 传闻哈勃（华为投资）将入股，提供强大背书。</li>
|
||
</ul>
|
||
</article>
|
||
<article class="bento-item-7 glass-card rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-xl font-bold text-white mb-2">奥来德 (688378)</h3>
|
||
<p class="text-sm font-semibold text-rose-300 mb-4">定位：OLED显示PSPI纯粹标的</p>
|
||
<p class="font-bold text-slate-300">进展阶段 (半导体):</p>
|
||
<p class="text-slate-500 font-semibold mb-3">无明确进展</p>
|
||
<p class="font-bold text-slate-300">竞争优势:</p>
|
||
<ul class="list-disc list-inside text-sm text-slate-400 space-y-1">
|
||
<li><span class="font-semibold text-white">技术专注:</span> 在显示领域技术积累深厚，已向和辉、维信诺供货。</li>
|
||
<li><span class="font-semibold text-white">产能规划清晰:</span> 定增募资建设PSPI生产基地。</li>
|
||
<li class="font-bold text-red-400">核心风险：被市场错杀/错爱，其核心逻辑在显示而非AI半导体。</li>
|
||
</ul>
|
||
</article>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 5: Conclusion & Stock Table -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold text-white mb-6 border-l-4 border-white pl-4">综合结论与相关标的</h2>
|
||
<div class="space-y-4 text-slate-300 mb-8">
|
||
<p>PSPI概念已从单纯的事件驱动主题，演变为由<span class="font-bold text-sky-300">头部企业引领、基本面逻辑逐步兑现的成长性赛道</span>。虽然市场情绪存在过热和认知混淆，但国产替代的趋势明确且进程已然加速。当前阶段，投资的核心在于<span class="font-bold text-amber-300">区分真伪</span>，识别出真正具备技术实力、客户渠道和量产能力的“实干家”。</p>
|
||
<p><span class="font-bold text-emerald-300">半导体先进封装用PSPI</span>是当前最具爆发力的环节，直接受益于AI算力主线，需求确定性强，紧迫性高。能够提供<span class="font-bold text-white">低温固化PSPI</span>以匹配CoWoS等封装技术需求的企业，将拥有最强的定价权和市场地位。</p>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑 / 原因</th>
|
||
<th>应用领域</th>
|
||
<th>进展阶段</th>
|
||
<th>产业链位置</th>
|
||
<th>信息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=300121" target="_blank" class="hover:text-amber-400">阳谷华泰</a><span class="text-red-500 text-xs ml-1"> (涨幅>10%)</span></td>
|
||
<td>控股子公司波米科技PSPI已量产，深度绑定华为海思，具备500吨产能。</td>
|
||
<td><div class="badge badge-info badge-outline text-xs">半导体封装</div></td>
|
||
<td><div class="badge badge-success badge-outline text-xs">量产</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">研报/网传</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=688720" target="_blank" class="hover:text-sky-400">艾森股份</a></td>
|
||
<td>PSPI光刻胶实现小批量量产，负性光刻胶在盛合晶微测试认证。</td>
|
||
<td><div class="badge badge-info badge-outline text-xs">半导体封装</div></td>
|
||
<td><div class="badge badge-warning badge-outline text-xs">小批量量产</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">券商短文</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=300054" target="_blank" class="hover:text-purple-400">鼎龙股份</a></td>
|
||
<td>半导体先进封装下游验证进展顺利；同时是面板领域第一供应商。</td>
|
||
<td><div class="badge badge-info badge-outline text-xs">半导体封装</div> <div class="badge badge-primary badge-outline text-xs">面板封装</div></td>
|
||
<td><div class="badge badge-error badge-outline text-xs">验证阶段 (半)</div> <div class="badge badge-success badge-outline text-xs">规模销售 (面)</div></td>
|
||
<td><div class="badge badge-outline text-xs">上/中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">公告/券商</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=300429" target="_blank" class="hover:text-green-400">强力新材</a></td>
|
||
<td>PSPI应用于RDL关键材料，通过盛合晶微进入华为供应链。</td>
|
||
<td><div class="badge badge-info badge-outline text-xs">半导体封装</div></td>
|
||
<td><div class="badge badge-error badge-outline text-xs">客户送样验证</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">公告搜索</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=000859" target="_blank" class="hover:text-amber-400">国风新材</a><span class="text-red-500 text-xs ml-1"> (涨幅>10%)</span></td>
|
||
<td>与中科大先研院联合开发，处于实验室送样检测阶段。</td>
|
||
<td><div class="badge badge-info badge-outline text-xs">半导体封装</div></td>
|
||
<td><div class="badge badge-error badge-outline text-xs">实验室送样</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">公告搜索</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=688378" target="_blank" class="hover:text-rose-400">奥来德</a></td>
|
||
<td>开发的PSPI材料可用于OLED三层制程，提升屏幕弯折性能。</td>
|
||
<td><div class="badge badge-primary badge-outline text-xs">面板封装</div></td>
|
||
<td><div class="badge badge-success badge-outline text-xs">量产供货</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">研报</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=002643" target="_blank" class="hover:text-blue-400">万润股份</a></td>
|
||
<td>旗下三月科技OLED用PSPI成品材料已在下游面板厂实现供应。</td>
|
||
<td><div class="badge badge-primary badge-outline text-xs">面板封装</div></td>
|
||
<td><div class="badge badge-success badge-outline text-xs">供货</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">研报</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=688181" target="_blank" class="hover:text-indigo-400">八亿时空</a></td>
|
||
<td>显示面板领域PSPI光刻胶配合客户验证，为量产做准备。</td>
|
||
<td><div class="badge badge-primary badge-outline text-xs">面板封装</div></td>
|
||
<td><div class="badge badge-error badge-outline text-xs">验证阶段</div></td>
|
||
<td><div class="badge badge-outline text-xs">中游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">公告搜索</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white"><a href="https://valuefrontier.cn/company?scode=300596" target="_blank" class="hover:text-teal-400">利安隆</a></td>
|
||
<td>并购引入韩国电子级PI技术，国内基地预计2026年初试生产。</td>
|
||
<td><div class="badge badge-secondary badge-outline text-xs">上游原料</div></td>
|
||
<td><div class="badge badge-warning badge-outline text-xs">建设阶段</div></td>
|
||
<td><div class="badge badge-outline text-xs">上游</div></td>
|
||
<td><div class="badge badge-ghost badge-sm">公告搜索</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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|
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