480 lines
32 KiB
HTML
480 lines
32 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度研报：铜连接 (Copper Connection)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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=Poppins:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Poppins', 'sans-serif';
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background: #00000a;
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background-image:
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radial-gradient(circle at 15% 50%, rgba(120, 80, 220, 0.15), transparent 40%),
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radial-gradient(circle at 85% 30%, rgba(30, 144, 255, 0.15), transparent 40%),
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}
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.glass-card {
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background: rgba(18, 18, 30, 0.6);
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backdrop-filter: blur(12px);
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-webkit-backdrop-filter: blur(12px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 30px rgba(0, 191, 255, 0.2);
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border-color: rgba(0, 191, 255, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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/* Responsive Grid Layout */
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.grid-col-span-12 { grid-column: span 12; }
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.grid-col-span-8 { grid-column: span 12; }
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.grid-col-span-7 { grid-column: span 12; }
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.grid-col-span-5 { grid-column: span 12; }
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.grid-col-span-4 { grid-column: span 12; }
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@media (min-width: 1024px) {
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.grid-col-span-8 { grid-column: span 8; }
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.grid-col-span-7 { grid-column: span 7; }
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.grid-col-span-6 { grid-column: span 6; }
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.grid-col-span-5 { grid-column: span 5; }
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.grid-col-span-4 { grid-column: span 4; }
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}
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.glow-border {
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position: relative;
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}
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.glow-border::before {
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content: '';
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position: absolute;
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top: -1px; left: -1px; right: -1px; bottom: -1px;
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background: linear-gradient(135deg, rgba(0, 191, 255, 0.5), rgba(138, 43, 226, 0.5));
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border-radius: inherit;
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z-index: -1;
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filter: blur(8px);
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opacity: 0.7;
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(0, 191, 255, 0.6);
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}
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.text-glow-accent {
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text-shadow: 0 0 8px rgba(255, 107, 107, 0.6);
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}
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.tab-active {
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border-bottom-color: #00BFFF !important;
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color: #00BFFF !important;
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background: rgba(30, 144, 255, 0.1) !important;
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}
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</style>
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</head>
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<body class="text-gray-300 min-h-screen">
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header Section -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold text-white text-glow tracking-wider">
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铜连接 <span class="text-gray-400 font-light text-3xl md:text-5xl">Copper Connection</span>
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</h1>
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<p class="mt-4 text-lg md:text-xl text-gray-400 max-w-4xl mx-auto">
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AI算力浪潮下的高速互联革命 | High-Speed Interconnect Revolution in the AI Compute Wave
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</p>
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</header>
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<!-- Core Insight Section -->
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<section class="mb-12">
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<div class="glass-card rounded-3xl p-6 md:p-8 glow-border">
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<h2 class="text-2xl font-bold mb-4 text-white text-glow">核心观点摘要 (Core Viewpoint Summary)</h2>
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<p class="text-gray-300 leading-relaxed">
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铜连接概念正处在从<strong class="text-cyan-400">主题叙事向基本面兑现过渡的关键拐点</strong>。其核心驱动力源于AI算力对<strong class="text-cyan-400">更高传输速率（112G/224G）</strong>和<strong class="text-cyan-400">更优成本功耗</strong>的极致追求，这一需求使铜缆在数据中心短距互联场景中成为光纤的优选替代。未来潜力巨大，但短期面临<strong class="text-amber-400">核心设备产能的刚性瓶颈</strong>，长期则需关注<strong class="text-rose-400">CPO（共封装光学）</strong>等替代技术的演进。
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</p>
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</div>
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</section>
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<!-- Bento Grid Layout -->
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<main class="bento-grid">
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<!-- Core Drivers -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-7">
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<h3 class="text-xl font-semibold mb-4 text-white">核心驱动力 (Core Drivers)</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-bold text-cyan-300">1. 技术迭代的必然选择</h4>
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<p class="text-sm text-gray-400">当速率迈向112G/224G，传统PCB板信号损耗和串扰问题严重。铜缆<strong class="text-white">Overpass（飞线）方案</strong>绕开PCB，显著降低传输损耗，成本仅为PCB的<strong class="text-white">1/6</strong>，且散热更优，成为当前技术和成本下的最优解。</p>
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</div>
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<div>
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<h4 class="font-bold text-cyan-300">2. AI架构变革创造增量</h4>
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<p class="text-sm text-gray-400">以英伟达<strong class="text-white">GB200</strong>为代表的新架构，将计算与交换单元集成于同一机柜，产生海量“柜内互联”需求，这是一个<strong class="text-white">纯增量市场</strong>。黄仁勋明确背书：“铜会延续很多很多年”，确立了其主流地位。</p>
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</div>
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<div>
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<h4 class="font-bold text-cyan-300">3. 成本与功耗的经济账</h4>
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<p class="text-sm text-gray-400">在3-7米的中短距离场景，<strong class="text-white">AEC（有源铜缆）</strong>相较于光模块，成本仅为其<strong class="text-white">一半</strong>，功耗显著降低，对能耗和TCO敏感的大型数据中心极具吸引力。</p>
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</div>
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</div>
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</div>
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<!-- Market Size & Expectations -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-5">
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<h3 class="text-xl font-semibold mb-4 text-white">市场规模与预期 (Market Size)</h3>
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<div id="market-chart" class="w-full h-64"></div>
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<p class="text-xs text-gray-500 mt-2 text-center">数据来源：综合研报及路演信息</p>
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</div>
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<!-- Industry Chain -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-12">
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<h3 class="text-xl font-semibold mb-4 text-white">产业链全景图 (Industry Chain Panorama)</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="border-l-4 border-purple-500 pl-4">
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<h4 class="font-bold text-purple-300">上游：核心壁垒</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong class="text-white">关键设备 (最大瓶颈):</strong> 高速线缆发泡机 (奥地利<strong class="font-semibold">罗森泰</strong>)</li>
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<li><strong class="text-white">关键原材料:</strong> 高端微导体 (精达股份-恒丰), 铜合金 (博威合金)</li>
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</ul>
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</div>
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<div class="border-l-4 border-cyan-500 pl-4">
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<h4 class="font-bold text-cyan-300">中游：技术与制造</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong class="text-white">高速线缆/裸线:</strong> 沃尔核材, 神宇股份, 新亚电子</li>
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<li><strong class="text-white">高速连接器:</strong> 华丰科技 (华为), 鼎通科技 (安费诺代工), 立讯精密</li>
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<li><strong class="text-white">高速线缆组件 (AEC):</strong> 兆龙互连 (Credo), 博创科技, 新易盛</li>
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</ul>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-bold text-green-300">下游：需求方</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong class="text-white">GPU厂商:</strong> 英伟达 (NVIDIA), AMD</li>
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<li><strong class="text-white">国产算力:</strong> 华为 (昇腾), 浪潮, 曙光</li>
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<li><strong class="text-white">云服务巨头 (ASIC):</strong> AWS, 谷歌, 微软, Meta</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Analysis of Expectation Gaps -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-8">
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<h3 class="text-xl font-semibold mb-4 text-white">预期差分析 (Analysis of Expectation Gaps)</h3>
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<div class="space-y-3">
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<div class="p-3 rounded-xl bg-green-500/10 border border-green-500/30">
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<h4 class="font-bold text-green-300">【正向预期差】PCB替代风险证伪</h4>
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<p class="text-sm text-gray-400">市场曾担忧PCB替代铜缆，但路演证实因技术局限已被NVIDIA否定。GB200最终方案线缆长度反而<strong class="text-white">增加了20%-30%</strong>，价值量超预期提升。</p>
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</div>
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<div class="p-3 rounded-xl bg-amber-500/10 border border-amber-500/30">
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<h4 class="font-bold text-amber-300">【负向预期差】产能瓶颈被低估</h4>
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<p class="text-sm text-gray-400">研报描绘万亿市场，但路演揭示核心产能被<strong class="text-white">“卡脖子”</strong>——严重依赖奥地利<strong class="text-white">罗森泰发泡机</strong>，采购周期6-12个月。短期行业可能<strong class="text-white">“有订单，无产能”</strong>。</p>
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</div>
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<div class="p-3 rounded-xl bg-blue-500/10 border border-blue-500/30">
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<h4 class="font-bold text-blue-300">【结构性预期差】忽视结构分化</h4>
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<p class="text-sm text-gray-400">市场易将概念笼统看待，但产业链壁垒差异巨大。技术壁垒最高的<strong class="text-white">高速背板连接器</strong>和产能最受限的<strong class="text-white">高速线缆</strong>拥有最深护城河。</p>
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</div>
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</div>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-4">
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<h3 class="text-xl font-semibold mb-4 text-white">催化剂与未来路径</h3>
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<div>
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<h4 class="font-bold text-cyan-300">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-1 space-y-1">
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<li>NVIDIA GB200大规模出货 (Q3-Q4)</li>
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<li>核心供应商财报业绩兑现</li>
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<li>北美云厂商ASIC集群订单落地</li>
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</ul>
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</div>
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<div class="mt-4">
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<h4 class="font-bold text-purple-300">长期发展路径</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-1 space-y-1">
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<li>速率升级：112G -> 224G -> 448G</li>
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<li>国产化深化：华为昇腾放量</li>
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<li>技术竞争：与CPO技术融合/竞争</li>
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</ul>
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</div>
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</div>
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<!-- Supporting Evidence Tabs -->
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<div class="glass-card rounded-3xl p-6 grid-col-span-12" x-data="{ tab: 'news' }">
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<div class="tabs tabs-bordered mb-4">
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<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
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</div>
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<div class="prose prose-invert max-w-none prose-sm text-gray-400 h-64 overflow-y-auto">
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<div x-show="tab === 'news'">
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<ul>
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<li><strong>AI算力驱动:</strong> "在AI浪潮中，铜互连因其低成本和低功耗优势在短距离连接中份额提升。"</li>
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<li><strong>技术演进:</strong> 端口速率从56G向112G/224G演进，沃尔核材近期实现224G铜缆突破。</li>
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<li><strong>核心优势:</strong> 在短距场景下，高速铜连接相较光纤具有性价比、稳定性、功耗优势。</li>
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<li><strong>NVIDIA GB200方案:</strong> 大量应用铜连接，交换机内部连接采用铜缆，而非之前的PCB-光模块-电缆连接。</li>
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<li><strong>黄仁勋观点:</strong> "铜会延续很多很多年"，"未来会尽可能在机柜内部使用铜连接，硅光子技术为时尚早"。</li>
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<li><strong>产业链动态:</strong> 安费诺爬坡时间紧，短期供不应求。沃尔核材、神宇股份为安费诺代工厂商；华丰科技跟华为；兆龙互联是Credo供应商。</li>
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<li><strong>新兴技术CPC/NPC:</strong> 将高速铜缆连接器直接集成在交换芯片封装内部，彻底绕开PCB，比CPO成本更低，可能更快落地。</li>
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</ul>
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</div>
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<div x-show="tab === 'roadshow'">
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<ul>
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<li><strong>非替代关系:</strong> 铜连接用于机柜内部电传输，光模块用于机柜外部网络连接，二者协同增长。</li>
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<li><strong>GB200方案细节:</strong> 采用“线缆背板连接器”（Overpass）替代传统PCB，成本降低6倍，传输损耗更低，散热更优。</li>
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<li><strong>GB200改版影响:</strong> 传言取消Overpass线缆，实际方案改为“线缆长度增加20%-30%”，需求不降反升。</li>
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<li><strong>单机柜价值量:</strong> 安费诺方案约50万元；GB200改版后上修至6-9万元。</li>
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<li><strong>核心技术壁垒:</strong> 背板连接器（全球最难品类）、高速线缆“发泡工艺”。</li>
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<li><strong>产能瓶颈:</strong> 高度依赖进口奥地利罗森泰（Rosendahl）发泡机，全球产能有限，是核心卡脖子问题。</li>
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<li><strong>核心材料垄断:</strong> 高端微导体被恒峰股份（金达股份旗下）垄断。</li>
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</ul>
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</div>
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<div x-show="tab === 'research'">
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<ul>
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<li><strong>AEC技术:</strong> 有源电缆，通过Retimer芯片改善信号质量，支持更长距离（2.5-7米），适合ASIC芯片短距互连场景。</li>
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<li><strong>美股龙头验证:</strong> 铜连接行情源于美股CREDO（全球AEC龙头）优异财报，验证AEC在AI客户放量。</li>
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<li><strong>业绩兑现期:</strong> NVIDIA B系列上游供应链将于Q3/Q4进入产能爬升和供货期，产业链进入业绩兑现期。</li>
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<li><strong>未来挑战:</strong> 向448G演进时，传输距离是最大挑战，解决方案包括纯银中空线。</li>
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<li><strong>长期技术竞争:</strong> 台积电CPO技术预计2025年下半年量产，可能逐渐替代部分铜缆需求。</li>
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<li><strong>成本优势:</strong> 在400G及以上速率，铜连接相比光纤成本更低，功耗更低。</li>
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<li><strong>国产方案:</strong> 立讯技术、华丰科技等国产铜连接方案逐步起量，将带动整体产业链发展。</li>
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</ul>
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</div>
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</div>
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</div>
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|
||
|
||
<!-- Potential Risks & Challenges -->
|
||
<div class="glass-card rounded-3xl p-6 grid-col-span-12">
|
||
<h3 class="text-xl font-semibold mb-4 text-white text-glow-accent">潜在风险与挑战 (Potential Risks & Challenges)</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-sm">
|
||
<div class="p-4 rounded-xl bg-rose-900/40 border border-rose-500/30">
|
||
<h4 class="font-bold text-rose-300">技术风险</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1">
|
||
<li><strong class="text-white">长期替代风险:</strong> CPO是最大远期威胁，台积电预计25年下半年量产。</li>
|
||
<li><strong class="text-white">高速率瓶颈:</strong> 448G速率下铜缆传输距离是巨大挑战，存在研发不确定性。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-amber-900/40 border border-amber-500/30">
|
||
<h4 class="font-bold text-amber-300">商业化风险</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1">
|
||
<li><strong class="text-white">产能不及预期 (最大短期风险):</strong> 罗森泰发泡机交付延迟将限制供给。</li>
|
||
<li><strong class="text-white">需求不及预期:</strong> AI发展放缓或软件算法创新降低算力需求。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 rounded-xl bg-indigo-900/40 border border-indigo-500/30">
|
||
<h4 class="font-bold text-indigo-300">竞争与信息风险</h4>
|
||
<ul class="list-disc list-inside mt-2 space-y-1">
|
||
<li><strong class="text-white">竞争加剧:</strong> NVIDIA可能引入莫仕、泰科等备份供应商。</li>
|
||
<li><strong class="text-white">信息矛盾:</strong> 市场规模预测远大于实际产能；单机柜价值量估算区间较大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Related Companies -->
|
||
<div class="glass-card rounded-3xl p-6 grid-col-span-12">
|
||
<h3 class="text-xl font-semibold mb-4 text-white">核心相关公司 (Core Related Companies)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-sm bg-transparent">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="bg-transparent text-white">股票名称</th>
|
||
<th class="bg-transparent text-white">股票代码</th>
|
||
<th class="bg-transparent text-white">关联逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>沃尔核材</td><td><a href="https://valuefrontier.cn/company?scode=002130" target="_blank" class="text-cyan-400 hover:underline">002130</a></td><td>高速通信线直供泰科、安费诺，已布局产能，224G产品领先。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>华丰科技</td><td><a href="https://valuefrontier.cn/company?scode=688629" target="_blank" class="text-cyan-400 hover:underline">688629</a></td><td>国产高速背板连接器龙头，深度绑定华为，已量产并募资扩产高速线模组。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>鼎通科技</td><td><a href="https://valuefrontier.cn/company?scode=688668" target="_blank" class="text-cyan-400 hover:underline">688668</a></td><td>为安费诺等提供高速背板及I/O连接器核心组件。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>兆龙互连</td><td><a href="https://valuefrontier.cn/company?scode=300913" target="_blank" class="text-cyan-400 hover:underline">300913</a></td><td>高速组件产品主要是DAC铜缆模块，已成功开发800G产品，绑定Credo。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>新亚电子</td><td><a href="https://valuefrontier.cn/company?scode=605277" target="_blank" class="text-cyan-400 hover:underline">605277</a></td><td>安费诺核心线材供应商，224G高速线缆已送样，PCIe 6.0已批量交付。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>瑞可达</td><td><a href="https://valuefrontier.cn/company?scode=688800" target="_blank" class="text-cyan-400 hover:underline">688800</a></td><td>提供高速铜缆连接组件解决方案，与旭创科技成立合资公司。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>神宇股份</td><td><a href="https://valuefrontier.cn/company?scode=300563" target="_blank" class="text-cyan-400 hover:underline">300563</a></td><td>安费诺代工厂商，多款高速线缆在验证阶段，有望切入GB200供应链。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>金信诺</td><td><a href="https://valuefrontier.cn/company?scode=300252" target="_blank" class="text-cyan-400 hover:underline">300252</a></td><td>高速业务主要为服务器内部连接产品，AOC及DAC产品为外部连接配套。</td></tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50"><td>博创科技</td><td>N/A</td><td>发布应用于数据中心互联的800G高速有源铜缆(AEC)。</td></tr>
|
||
<tr class="border-b-0 hover:bg-gray-800/50"><td>胜蓝股份</td><td><a href="https://valuefrontier.cn/company?scode=300843" target="_blank" class="text-cyan-400 hover:underline">300843</a></td><td>研发生产铜缆高速连接器，高频高速产品供给浪潮、联想、曙光等。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<div class="glass-card rounded-3xl p-6 grid-col-span-12" x-data="{ open: null }">
|
||
<h3 class="text-xl font-semibold mb-4 text-white">近期涨幅异动分析 (Recent Rise Analysis)</h3>
|
||
<div class="space-y-4">
|
||
|
||
<div class="collapse collapse-plus bg-base-200/50 border border-gray-700">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-md font-medium">
|
||
<span class="text-green-400 font-bold mr-2">+10.02%</span> 新亚电子 (605277) - 224G高速铜缆通过安费诺验证催化
|
||
</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>核心催化:</strong> 互动平台确认224G高速线缆已向安费诺送样试用，速率领先行业；公司是安费诺核心线材供应商，有望切入GB200的224G/448G外部线市场，订单弹性大；2024年高速数据线材收入同比+103%，毛利率46%，基本面强劲。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-plus bg-base-200/50 border border-gray-700">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-md font-medium">
|
||
<span class="text-green-400 font-bold mr-2">+6.06%</span> 神宇股份 (300563) - 铜缆高速连接概念板块整体带动
|
||
</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>核心原因:</strong> 上涨主要受铜缆高速连接概念板块整体走强带动，龙头沃尔核材、金信诺涨停，神宇股份呈现跟涨属性。投资者认为其走势弱于同板块龙头，缺乏自身基本面支撑，更多是短期资金轮动和概念炒作的结果。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="collapse collapse-plus bg-base-200/50 border border-gray-700">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-md font-medium">
|
||
<span class="text-green-400 font-bold mr-2">+20.01%</span> 凯旺科技 (301182) - 多重概念叠加
|
||
</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>核心原因:</strong> 涨停系多重利好叠加，包括消费电子回暖、机器人概念（与宇树科技合作）以及铜缆高速连接技术应用。公司掌握铜缆高速连接技术且已规模化应用，叠加一季度净利润同比大增153%，形成共振。</p>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</div>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 mt-12">
|
||
<p class="text-sm text-gray-500">
|
||
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
|
||
</p>
|
||
<p class="text-xs text-gray-600 mt-1">
|
||
本报告为AI合成数据，不构成任何投资建议，投资需谨慎。
|
||
</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('market-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: '#00BFFF',
|
||
textStyle: {
|
||
color: '#E5E7EB'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['CAGR (复合年增长率)', '2025年市场规模'],
|
||
textStyle: {
|
||
color: '#9CA3AF'
|
||
},
|
||
top: 'top',
|
||
right: '10'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } },
|
||
axisLabel: {
|
||
formatter: function(value) {
|
||
if (value >= 100) return value / 100 + '亿美元';
|
||
return value + '%';
|
||
}
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['DAC (无源铜缆)', 'AEC (有源铜缆)', 'GB200铜连接 (RMB)'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: 'CAGR (复合年增长率)',
|
||
type: 'bar',
|
||
data: [25, 45, 0], // GB200 is a one-year projection, CAGR not applicable
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#8A2BE2' },
|
||
{ offset: 1, color: '#4B0082' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#fff'
|
||
}
|
||
},
|
||
{
|
||
name: '2025年市场规模',
|
||
type: 'bar',
|
||
data: [0, 525000000 / 100000000, 24500000000 / 1000000000], // Convert to Billion USD approx, RMB to Billion USD
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#00BFFF' },
|
||
{ offset: 1, color: '#1E90FF' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: function(params) {
|
||
if (params.name === 'GB200铜连接 (RMB)') {
|
||
return '245亿元';
|
||
}
|
||
return (params.value * 100) + '百万美元'; // Display in million USD
|
||
},
|
||
color: '#fff'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
// Adjusting data for display logic, converting values for the chart
|
||
// For AEC: $525 Million = 5.25 hundred million USD
|
||
option.series[1].data = [0, 5.25, 245];
|
||
option.xAxis.axisLabel.formatter = function(value) {
|
||
return value + '亿';
|
||
};
|
||
option.series[1].label.formatter = function(params) {
|
||
if (params.name === 'GB200铜连接 (RMB)') {
|
||
return '245亿元';
|
||
}
|
||
if (params.name === 'AEC (有源铜缆)') {
|
||
return '5.25亿美元';
|
||
}
|
||
return '';
|
||
};
|
||
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
|
||
</html> |