597 lines
33 KiB
HTML
597 lines
33 KiB
HTML
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<title>金属粉末注射成形MIM - 行业洞察报告</title>
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</head>
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<body class="antialiased">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">金属粉末注射成形MIM</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">下一个PEEK？机器人轻量化的核心材料</p>
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<div class="mt-6 inline-flex items-center bg-indigo-100 text-indigo-800 px-4 py-2 rounded-full text-sm">
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<svg class="w-4 h-4 mr-2" fill="currentColor" viewBox="0 0 20 20">
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</svg>
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更新时间：2025年7月24日
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-indigo-50 to-purple-50 p-6 rounded-xl border-l-4 border-indigo-500">
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<p class="text-lg leading-relaxed">
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<span class="highlight-text">MIM正处于"技术验证→订单落地"临界点</span>：折叠屏铰链已验证商业化能力，机器人/AI服务器等新场景打开<span class="font-bold text-indigo-700">10倍市场空间</span>（2024年全球38.8亿美元→2030年或超200亿元）。<span class="font-bold text-indigo-700">东睦股份</span>凭"铰链+机器人"双轮驱动，成为产业链最纯粹标的。
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</p>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">概念事件时间轴</h2>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="timeline-item">
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<div class="timeline-dot bg-indigo-600"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-indigo-100 text-indigo-800 text-xs font-semibold px-2.5 py-0.5 rounded">2024年7月24日</span>
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</div>
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<p class="text-gray-700">东财电新团队发布专题报告，首次将MIM定义为"下一个PEEK"，明确其在机器人轻量化中的核心地位，并给出<span class="font-bold">单台机器人MIM价值量5000元</span>的测算。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot bg-purple-600"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-purple-100 text-purple-800 text-xs font-semibold px-2.5 py-0.5 rounded">2024年8月</span>
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</div>
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<p class="text-gray-700">东睦股份中报显示MIM业务营收<span class="font-bold">7.67亿元（+101% YoY）</span>，折叠屏铰链模组5条产线投产，钛合金工艺突破。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot bg-pink-600"></div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<div class="flex items-center mb-2">
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<span class="bg-pink-100 text-pink-800 text-xs font-semibold px-2.5 py-0.5 rounded">2025年4月</span>
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</div>
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<p class="text-gray-700">中信建投研报将MIM列为"国家重点支持高新技术"，叠加特斯拉GEN3机器人图纸下放传闻，催化板块热度。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
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<div class="glass-effect p-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">核心驱动力</h2>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h3 class="font-bold text-lg mb-2 text-indigo-700">技术突破</h3>
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<p class="text-gray-700">MIM实现<span class="font-bold">钛合金/不锈钢复杂件一次成型</span>，精度达±0.3%，成本较CNC下降30-50%（东睦股份数据）。</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h3 class="font-bold text-lg mb-2 text-indigo-700">需求爆发</h3>
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<ul class="list-disc pl-5 text-gray-700 space-y-2">
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<li><span class="font-bold">折叠屏</span>：2024年全球出货量<span class="font-bold">2236万部</span>（IDC），铰链MIM渗透率从20%→80%（银河机械预测）</li>
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<li><span class="font-bold">机器人</span>：单台人形机器人需<span class="font-bold">20+个MIM齿轮/连杆</span>，100万台对应<span class="font-bold">50亿元市场</span>（东财测算）</li>
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</ul>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h3 class="font-bold text-lg mb-2 text-indigo-700">政策加持</h3>
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<p class="text-gray-700">国家"十四五"新材料规划明确支持MIM在3C/医疗/汽车领域应用。</p>
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</div>
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</div>
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</div>
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<div class="glass-effect p-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">市场热度与预期差</h2>
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<div class="space-y-4">
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h3 class="font-bold text-lg mb-2 text-indigo-700">市场热度</h3>
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<ul class="list-disc pl-5 text-gray-700 space-y-2">
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<li><span class="font-bold">研报密集度</span>：2024年7-9月相关报告<span class="font-bold">15篇</span>（vs 2023全年仅3篇），机构覆盖度从3家→12家</li>
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<li><span class="font-bold">情绪指标</span>：东睦股份PE从2024年初的<span class="font-bold">18倍</span>→7月的<span class="font-bold">25倍</span>（业绩兑现前估值抬升）</li>
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</ul>
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</div>
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<div class="bg-white p-4 rounded-lg shadow-sm">
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<h3 class="font-bold text-lg mb-2 text-indigo-700">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full text-sm">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-3 py-2 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场共识</th>
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<th class="px-3 py-2 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">被忽略的关键点</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="px-3 py-2 text-gray-700">MIM仅用于折叠屏铰链</td>
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<td class="px-3 py-2 text-gray-700"><span class="font-bold">机器人减速器柔轮已送样特斯拉</span>（东睦股份路演）</td>
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</tr>
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<tr>
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<td class="px-3 py-2 text-gray-700">钛合金MIM良率低</td>
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<td class="px-3 py-2 text-gray-700"><span class="font-bold">东睦良率从75%→98%</span>（小象电动转子案例）</td>
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</tr>
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<tr>
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<td class="px-3 py-2 text-gray-700">行业产能过剩</td>
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<td class="px-3 py-2 text-gray-700"><span class="font-bold">头部厂商产能利用率仅60%</span>（东睦中报），实际为需求前置</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-6 rounded-xl">
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<h3 class="font-bold text-xl mb-4 text-indigo-700">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3">
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<li class="flex items-start">
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<span class="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 text-white flex items-center justify-center text-sm mr-2">1</span>
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<div>
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<p class="font-medium text-gray-800">特斯拉机器人订单</p>
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<p class="text-sm text-gray-600">产业链验证GEN3将采用MIM齿轮箱，<span class="font-bold">9月</span>或公布供应商名单（天风机械调研）</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="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 text-white flex items-center justify-center text-sm mr-2">2</span>
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<div>
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<p class="font-medium text-gray-800">苹果折叠屏发布</p>
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<p class="text-sm text-gray-600">2025年Q3首款折叠iPhone上市，<span class="font-bold">钛合金中框</span>MIM工艺独家供应商竞标（中邮证券）</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="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 text-white flex items-center justify-center text-sm mr-2">3</span>
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<div>
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<p class="font-medium text-gray-800">华为三折叠量产</p>
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<p class="text-sm text-gray-600">Mate X6预计<span class="font-bold">11月</span>发布，铰链价值量提升至<span class="font-bold">150元/台</span>（vs 普通折叠屏60元）</p>
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</div>
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</li>
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</ol>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-6 rounded-xl">
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<h3 class="font-bold text-xl mb-4 text-purple-700">长期路径（2025-2027）</h3>
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<ol class="space-y-3">
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<li class="flex items-start">
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<span class="flex-shrink-0 w-6 h-6 rounded-full bg-purple-500 text-white flex items-center justify-center text-sm mr-2">1</span>
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<div>
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<p class="font-medium text-gray-800">阶段1（2025）</p>
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<p class="text-sm text-gray-600">折叠屏铰链放量（全球5000万部→MIM市场<span class="font-bold">80亿元</span>）</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="flex-shrink-0 w-6 h-6 rounded-full bg-purple-500 text-white flex items-center justify-center text-sm mr-2">2</span>
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<div>
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<p class="font-medium text-gray-800">阶段2（2026）</p>
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<p class="text-sm text-gray-600">机器人规模化（特斯拉/智元量产10万台→MIM需求<span class="font-bold">5亿元</span>）</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="flex-shrink-0 w-6 h-6 rounded-full bg-purple-500 text-white flex items-center justify-center text-sm mr-2">3</span>
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<div>
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<p class="font-medium text-gray-800">阶段3（2027）</p>
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<p class="text-sm text-gray-600">AI服务器散热冷板（英伟达GB200配套→MIM新增<span class="font-bold">20亿元</span>）</p>
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</div>
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</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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<!-- 产业链与核心公司 -->
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<div class="glass-effect p-8 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-indigo-800">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="font-bold text-xl mb-4 text-indigo-700">产业链图谱</h3>
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<div class="bg-white p-6 rounded-lg shadow-sm">
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<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
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<div class="text-center">
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<div class="w-20 h-20 rounded-full bg-blue-100 flex items-center justify-center mx-auto mb-2">
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<span class="text-blue-800 font-bold">上游</span>
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</div>
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<p class="text-sm text-gray-700">金属粉末（有研粉材、悦安新材）→粘结剂（巴斯夫/国产替代）</p>
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</div>
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<div class="text-2xl text-gray-400">→</div>
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<div class="text-center">
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<div class="w-20 h-20 rounded-full bg-purple-100 flex items-center justify-center mx-auto mb-2">
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<span class="text-purple-800 font-bold">中游</span>
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</div>
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<p class="text-sm text-gray-700">MIM制造（东睦股份、精研科技、统联精密）→模组组装（东睦/安费诺）</p>
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</div>
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<div class="text-2xl text-gray-400">→</div>
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<div class="text-center">
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<div class="w-20 h-20 rounded-full bg-pink-100 flex items-center justify-center mx-auto mb-2">
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<span class="text-pink-800 font-bold">下游</span>
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</div>
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<p class="text-sm text-gray-700">折叠屏（华为/三星/苹果）、机器人（特斯拉/智元）、服务器（英伟达）</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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<div>
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<h3 class="font-bold text-xl mb-4 text-indigo-700">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2024 MIM收入</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
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<th class="px-4 py-3 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="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东睦股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700"><span class="font-bold">19.65亿元</span>（+92%）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">华为铰链主供+机器人送样特斯拉</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">消费电子依赖度高</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">精研科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700"><span class="font-bold">13.1亿元</span></td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">三星铰链+苹果摄像头支架</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">客户集中度过高</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">统联精密</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700"><span class="font-bold">3.19亿元</span></td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">苹果iPad MIM件+特斯拉图纸</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">规模较小，订单波动大</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect p-8 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-800">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">应对策略</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">技术瓶颈</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">钛合金MIM烧结开裂（当前良率<80%）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">东睦参股粉末供应商优化配方</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">商业化风险</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">机器人MIM件单价<span class="font-bold">1000元</span>→规模量产后或降至<span class="font-bold">300元</span></td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">绑定大客户锁定长期协议价</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">竞争加剧</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">精研科技/富驰高科扩产<span class="font-bold">30%</span>（2025年）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">差异化布局机器人+服务器场景</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">研报预测2025年折叠屏<span class="font-bold">650万部</span> vs 路演保守<span class="font-bold">500万部</span></td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">跟踪Q3华为新机销量验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect p-8 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-800">综合结论与投资启示</h2>
|
||
<div class="bg-gradient-to-r from-indigo-50 to-purple-50 p-6 rounded-xl">
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-2 text-indigo-700">阶段判断</h3>
|
||
<p class="text-gray-700">MIM已从<span class="font-bold">主题炒作</span>（2023年PEEK对标）进入<span class="font-bold">订单驱动</span>阶段（东睦Q2机器人样件收入确认）。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-2 text-indigo-700">高价值环节</h3>
|
||
<ul class="list-disc pl-5 text-gray-700 space-y-2">
|
||
<li><span class="font-bold">钛合金MIM</span>（毛利率35%+）：东睦股份技术领先，<span class="font-bold">2025年或贡献30%利润</span></li>
|
||
<li><span class="font-bold">机器人减速器柔轮</span>：单机价值<span class="font-bold">200元</span>，<span class="font-bold">100万台对应2亿元市场</span>（当前0渗透）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-2 text-indigo-700">跟踪指标</h3>
|
||
<ol class="list-decimal pl-5 text-gray-700 space-y-2">
|
||
<li><span class="font-bold">华为Mate X6首月销量</span>（验证折叠屏需求）</li>
|
||
<li><span class="font-bold">特斯拉机器人BOM中MIM占比</span>（产业链验证）</li>
|
||
<li><span class="font-bold">东睦股份MIM业务毛利率</span>（Q3能否站稳25%）</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-indigo-500 to-purple-600 rounded-lg">
|
||
<p class="text-white text-lg font-bold">
|
||
结论：MIM是2025年最具弹性的新材料赛道，<span class="text-yellow-300">东睦股份</span>凭"铰链+机器人"双验证成为龙头，<span class="text-yellow-300">回调至20倍PE以下可重仓</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="glass-effect p-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-800">关联股票数据</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">东睦股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">粉末冶金</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">粉末冶金平台龙头；2024年金属注射成型（MIM）产品营收19.65亿元（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">精研科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM零部件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM零部件及组件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年MIM零部件及组件营收13.1亿元（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">统联精密</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM产品、特斯拉微型零部件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年MIM产品营收3.19亿元；网传接到特斯拉微型零部件图纸（年报/网传）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">海昌新材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM营收</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年金属注射成型（MIM）营收2529万元（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">屹通新材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">在金属注射成型领域有相关研发，尚未批量投产（互动）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">新莱福</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">市场开拓与量产</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM项目处于市场开拓与量产爬坡阶段（调研）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">有研粉材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">金属粉体材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM用粉体材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">掌握MIM用粉体等多种有色金属粉体材料应用技术（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华升股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM技术</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">创新材料及精密零部件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">以MIM技术为核心，专注创新材料及精密零部件制造（工商/官网）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">信维通信</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">高精密结构件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM产品</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">艾利门特涉及粉末冶金技术的高精密结构件，为国内外客户提供MIM产品（工商/互动）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">悦安新材</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM喂料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">高强度钢粉末及MIM喂料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">研发1750MPa、1900MPa、2000MPa等强度级别的折叠屏手机专用高强度钢粉末及MIM喂料（互动）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">大富科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM制程</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">自主知识产权制程工艺</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">在金属MIM制程上具备自主知识产权的制程工艺，产品精度和表面质量领先（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">科森科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM结构件</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM产品配套</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">成立MIM团队，MIM产品主要为公司相关结构件产品做配套；参股海美格（持股2.87%）从事MIM结构件研产销（互动/工商）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">美湖股份</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">粉末冶金</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">核心技术</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">控股子公司苏州莱特是国内较早掌握粉末冶金金属注射成型核心技术的企业之一（年报）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">安泰科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">MIM不锈钢粉末</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型（MIM零件）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">金属注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM不锈钢粉末为重点产品之一；控股子公司海美格（持股56.56%）业务包含金属注射成型（MIM零件）（互动/工商）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">荣旗科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">视觉检测装备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM视觉检测</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">检测装备</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">推出适用于MIM（金属注射成型）件的视觉检测装备（招股书）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">明阳科技</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-700">金属粉末注射成型</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">MIM零件营收</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">北交所</td>
|
||
<td class="px-4 py-3 text-sm text-gray-700">2024年金属粉末注射成型零件营收3408万元（年报）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#a1c4fd"
|
||
},
|
||
links: {
|
||
color: "#a1c4fd",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 50
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
||
detectRetina: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |