457 lines
35 KiB
HTML
457 lines
35 KiB
HTML
<!DOCTYPE html>
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<title>芯片分销概念深度研究报告</title>
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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animation: fadeIn 1.5s ease-in-out;
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from { opacity: 0; transform: translateY(20px); }
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to { opacity: 1; transform: translateY(0); }
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h3 {
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font-family: 'Space Grotesk', sans-serif;
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto p-4 md:p-8 content-fade-in">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="section-title mb-2">芯片分销概念</h1>
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<h2 class="text-xl text-blue-200 tracking-wider">深度研究报告</h2>
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<p class="text-xs text-gray-500 mt-4 max-w-2xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研”进行投研呈现。本报告基于提供的多源数据，通过AI进行深度分析与整合生成，所有内容仅供研究参考，不构成任何投资建议，投资需谨慎。
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</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-12">
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<!-- 0. 核心观点 & 事件驱动 -->
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<section class="grid grid-cols-1 lg:grid-cols-5 gap-8">
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<div class="lg:col-span-3 glass-card rounded-3xl p-8">
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<h3 class="text-2xl text-white font-bold mb-4">核心观点摘要</h3>
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<p class="text-lg leading-relaxed text-blue-100">
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芯片分销概念正经历从传统周期性“贸易商”到战略性“生态枢纽”的价值重估。其核心驱动力已从单纯的下游需求景气度，演变为<strong class="text-cyan-300">“国产替代”的结构性浪潮</strong>与<strong class="text-fuchsia-300">“关键芯片（如存储）景气周期”</strong>的双轮驱动。当前，该概念处于基本面与主题投资共振阶段，未来潜力在于其能否在保障供应链安全和提供增值服务中，捕获超越行业Beta的Alpha收益。
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</p>
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</div>
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<div class="lg:col-span-2 glass-card rounded-3xl p-8">
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<h3 class="text-2xl text-white font-bold mb-4">概念事件驱动</h3>
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<ul class="space-y-3 text-sm">
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<li><span class="font-semibold text-purple-300">长期背景:</span> 全球产业链重构，国产替代成为核心议题，分销商角色转变为保障供应链安全的核心枢纽。</li>
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<li><span class="font-semibold text-purple-300">催化事件 1:</span> 国际政策收紧，高端AI芯片（如英伟达H20）出口受限，强化算力国产化紧迫性。</li>
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<li><span class="font-semibold text-purple-300">催化事件 2:</span> 存储芯片周期性涨价（DDR4/D5上调15-30%），直接利好拥有库存和代理线的分销商。</li>
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<li><span class="font-semibold text-purple-300">催化事件 3:</span> 上游热点（如华为海思）传导，带动深圳华强、好上好等分销商股价联动。</li>
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</ul>
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</div>
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</section>
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<!-- 2. 核心逻辑与市场认知 -->
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<section class="glass-card rounded-3xl p-8">
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<h3 class="text-3xl text-white font-bold mb-6">核心逻辑与市场认知分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Card 1: 核心驱动力 -->
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<div class="bg-slate-800/50 p-6 rounded-2xl border border-slate-700">
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<h4 class="text-xl text-cyan-300 font-semibold mb-3">核心驱动力</h4>
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<ul class="space-y-2 text-sm">
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<li><strong>地缘政治驱动的国产替代:</strong> 美国出口管制迫使国内终端厂商转向国产芯片，分销商成为构建国产芯片生态的关键基础设施。</li>
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<li><strong>产业周期带来的价格弹性:</strong> 存储等芯片价格上涨时，分销商享受“库存增值+销售价差扩大”双重红利，业绩弹性巨大。</li>
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<li><strong>商业模式的演进与增值:</strong> 领先分销商通过“分销+自研”（如雅创电子）或向“方案集成商”转型，提升附加值与客户粘性。</li>
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</ul>
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</div>
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<!-- Card 2: 市场热度与情绪 -->
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<div class="bg-slate-800/50 p-6 rounded-2xl border border-slate-700">
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<h4 class="text-xl text-cyan-300 font-semibold mb-3">市场热度与情绪</h4>
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<ul class="space-y-2 text-sm">
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<li><strong>短期情绪 (交易层面):</strong> 事件驱动，如华为新品、存储涨价等新闻，引发脉冲式上涨（例：深圳华强5连板）。</li>
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<li><strong>中期情绪 (逻辑层面):</strong> 市场普遍认可国产替代和周期复苏两大逻辑，研报集中背书。</li>
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<li><strong>情绪分歧点:</strong> 对分销商核心壁垒和盈利质量存在分歧，部分仍视其为低毛利贸易商，部分认可其平台价值。</li>
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</ul>
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</div>
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<!-- Card 3: 预期差分析 -->
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<div class="bg-slate-800/50 p-6 rounded-2xl border border-slate-700">
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<h4 class="text-xl text-red-400 font-semibold mb-3">预期差与潜在风险</h4>
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<ul class="space-y-2 text-sm">
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<li><strong>风险认知的预期差:</strong> 市场可能<strong class="text-red-300">严重低估运营风险</strong>。分销商是产业链中承担主要<strong class="text-red-300">库存与资金风险</strong>的环节。
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<div class="mt-2 p-2 text-xs bg-red-900/30 border border-red-500/30 rounded-lg">
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<span class="data-source-tag text-red-300 border-red-400/50 bg-red-900/50 text-xs py-0.5 px-1 rounded-md">路演数据</span> <br> 光伏逆变器分销案例揭示，需求切换（如功率段）可导致分销商库存瞬间滞销。纳芯微也证实存在“渠道压货”操作。
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</div>
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</li>
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<li><strong>国产替代复杂性的预期差:</strong> 替代过程非线性，分销商需承担国产芯片性能、良率不达预期的风险。</li>
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<li><strong>商业模式价值的预期差:</strong> “分销+自研”模式的协同效应（研发转化效率高）可能被市场低估。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 3. 关键催化剂与未来发展路径 -->
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<section class="glass-card rounded-3xl p-8">
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<h3 class="text-3xl text-white font-bold mb-6">关键催化剂与未来发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h4 class="text-xl text-purple-300 font-semibold mb-4">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-3">
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<li><strong>存储芯片价格持续上涨:</strong> 跟踪DRAM/NAND合约价数据，若趋势延续将直接刺激相关分销商业绩。</li>
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<li><strong>国产AI算力芯片规模化出货:</strong> 关注华为昇腾、海光DCU等在集采中的份额落地情况。</li>
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<li><strong>“国家大基金三期”投资方向明确:</strong> 若明确流向分销商支持的国产芯片设计公司，将极大提振市场信心。</li>
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<li><strong>行业重要并购事件落地:</strong> 如商络电子收购立功科技的完成，将成为行业整合加速的信号。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-xl text-purple-300 font-semibold mb-4">长期发展路径</h4>
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<ul class="list-disc list-inside space-y-3">
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<li><strong>平台化与生态化:</strong> 从“授权代理商”演变为“产业赋能平台”，提供一站式解决方案。</li>
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<li><strong>专业化与垂直化:</strong> 在汽车电子、AI服务器等高增长领域形成深厚壁垒。</li>
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<li><strong>“分销+”模式深化:</strong> 出现更多“分销+自研”、“分销+封测”等混合模式企业，平滑周期波动。</li>
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<li><strong>资本驱动的行业整合:</strong> 头部集中度进一步提升，上演“大鱼吃小鱼”。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 4. 产业链与核心公司深度剖析 -->
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<section x-data="{}" class="glass-card rounded-3xl p-8">
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<h3 class="text-3xl text-white font-bold mb-6">产业链与核心公司深度剖析</h3>
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<div class="bento-grid">
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<!-- 产业链图谱 -->
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<div class="glass-card rounded-2xl p-6 md:col-span-2">
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<h4 class="text-xl text-blue-300 font-semibold mb-4">产业链图谱</h4>
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<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0 md:space-x-4">
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<div class="text-center p-4 bg-slate-800/50 rounded-lg w-full md:w-1/3">
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<p class="font-bold text-lg text-green-300">上游</p>
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<p class="text-sm">芯片原厂 (IDM/Fabless)</p>
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<p class="text-xs text-gray-400 mt-1">英伟达, NXP, ST, 华为海思, 纳芯微</p>
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</div>
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<div class="text-2xl text-cyan-400 font-mono hidden md:block">>></div>
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<div class="text-2xl text-cyan-400 font-mono md:hidden rotate-90">||</div>
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<div class="text-center p-4 bg-blue-900/50 rounded-lg w-full md:w-1/3 border-2 border-cyan-400 shadow-lg shadow-cyan-500/20">
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<p class="font-bold text-lg text-cyan-300">中游 (核心)</p>
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<p class="text-sm">芯片分销商</p>
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<p class="text-xs text-gray-400 mt-1">深圳华强, 中电港, 雅创电子</p>
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</div>
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<div class="text-2xl text-cyan-400 font-mono hidden md:block">>></div>
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<div class="text-2xl text-cyan-400 font-mono md:hidden rotate-90">||</div>
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<div class="text-center p-4 bg-slate-800/50 rounded-lg w-full md:w-1/3">
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<p class="font-bold text-lg text-fuchsia-300">下游</p>
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<p class="text-sm">终端应用制造商</p>
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<p class="text-xs text-gray-400 mt-1">汽车电子, 服务器, 消费电子, 工业控制</p>
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div class="glass-card rounded-2xl p-6">
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<h4 class="text-xl text-blue-300 font-semibold mb-4">龙头厂商 (规模取胜)</h4>
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<p class="text-sm mb-2"><strong>代表:</strong> 深圳华强, 中电港, 香农芯创</p>
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<p class="text-sm mb-2"><strong class="text-green-400">优势:</strong> 规模巨大，代理线全面，是市场的“稳定器”。</p>
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<p class="text-sm"><strong class="text-red-400">风险:</strong> 毛利率低，业绩受宏观周期影响大，庞大存货在下行周期是减值风险。</p>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h4 class="text-xl text-blue-300 font-semibold mb-4">“分销+自研”创新者</h4>
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<p class="text-sm mb-2"><strong>代表:</strong> 雅创电子, 力源信息</p>
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<p class="text-sm mb-2"><strong class="text-green-400">优势:</strong> 双轮驱动，成长性更高，盈利能力更强，护城河更深。</p>
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<p class="text-sm"><strong class="text-red-400">风险:</strong> 自研业务需持续投入，面临技术迭代和市场竞争风险。</p>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h4 class="text-xl text-blue-300 font-semibold mb-4">周期弹性标的</h4>
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<p class="text-sm mb-2"><strong>代表:</strong> 好上好, 香农芯创</p>
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<p class="text-sm mb-2"><strong class="text-green-400">优势:</strong> 存储业务占比高，在强周期品类价格上行时，业绩弹性最大。</p>
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<p class="text-sm"><strong class="text-red-400">风险:</strong> 业绩与单一品类周期高度绑定，波动性极大。</p>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h4 class="text-xl text-red-400 font-semibold mb-4">信息交叉验证风险</h4>
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<p class="text-sm">市场信息存在不确定性，需审慎核实。例如：</p>
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<blockquote class="mt-2 p-3 text-xs border-l-4 border-red-500 bg-red-900/30 rounded-r-lg">
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<p class="font-bold">英伟达"B20"芯片合作方矛盾</p>
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<p class="mt-1"><span class="data-source-tag text-red-300 border-red-400/50 bg-red-900/50">新闻数据</span> 路透社称英伟达将与<strong class="text-white">浪潮</strong>合作推出B20，但<strong class="text-white">浪潮</strong>在互动平台明确回应<strong class="text-red-300">“未开展相关业务与合作”</strong>。</p>
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</blockquote>
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</div>
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</div>
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</section>
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<!-- Inventory Chart -->
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<section class="glass-card rounded-3xl p-8">
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<h3 class="text-3xl text-white font-bold mb-2">核心风险指标：库存水平对比</h3>
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<p class="text-sm text-gray-400 mb-6">库存是分销商最核心的风险来源，高库存可能意味着高减值风险。下图展示了部分核心分销商的存货规模。</p>
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<div id="inventoryChart" style="width: 100%; height: 500px;"></div>
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</section>
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<!-- 5. 综合结论与投资启示 -->
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<section class="glass-card rounded-3xl p-8">
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<h3 class="text-3xl text-white font-bold mb-6">综合结论与投资启示</h3>
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<div class="space-y-6">
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<div>
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<h4 class="text-xl text-amber-300 font-semibold mb-2">最终看法</h4>
|
||
<p>芯片分销已超越“主题炒作”，进入由<strong class="text-white">国产替代结构性趋势</strong>驱动的<strong class="text-white">基本面重塑阶段</strong>。叠加半导体周期复苏，使其兼具成长性与周期性。然而，其商业模式内含的高库存和重资金风险，决定了精细化的运营能力和战略卡位是企业分化的关键。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl text-amber-300 font-semibold mb-2">最具投资价值的细分环节</h4>
|
||
<ol class="list-decimal list-inside space-y-2">
|
||
<li><strong>“分销+自研”模式:</strong> 通过业务协同构建最强护城河，能够穿越周期，实现从“通道价值”到“产品价值”的跃升 (代表: 雅创电子)。</li>
|
||
<li><strong>绑定高增长赛道的专业分销商:</strong> 深度聚焦汽车电子、AI服务器等高确定性成长领域，享受行业红利并建立专业壁垒。</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-xl text-amber-300 font-semibold mb-2">需重点跟踪和验证的关键指标</h4>
|
||
<div class="grid grid-cols-2 md:grid-cols-4 gap-4 mt-4">
|
||
<div class="stat p-4 bg-slate-800/50 rounded-2xl">
|
||
<div class="stat-title text-blue-300">第一核心指标</div>
|
||
<div class="stat-value text-white text-2xl">库存周转天数</div>
|
||
<div class="stat-desc text-gray-400">衡量运营效率和风险水平</div>
|
||
</div>
|
||
<div class="stat p-4 bg-slate-800/50 rounded-2xl">
|
||
<div class="stat-title text-blue-300">盈利能力</div>
|
||
<div class="stat-value text-white text-2xl">毛利率变化</div>
|
||
<div class="stat-desc text-gray-400">反映议价能力和增值服务</div>
|
||
</div>
|
||
<div class="stat p-4 bg-slate-800/50 rounded-2xl">
|
||
<div class="stat-title text-blue-300">国产替代逻辑</div>
|
||
<div class="stat-value text-white text-2xl">国产线收入占比</div>
|
||
<div class="stat-desc text-gray-400">量化逻辑兑现程度</div>
|
||
</div>
|
||
<div class="stat p-4 bg-slate-800/50 rounded-2xl">
|
||
<div class="stat-title text-blue-300">生命线</div>
|
||
<div class="stat-value text-white text-2xl">经营性现金流</div>
|
||
<div class="stat-desc text-gray-400">重资产运营模式的保障</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Tabs -->
|
||
<section x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-8">
|
||
<h3 class="text-3xl text-white font-bold mb-6">多源数据摘要</h3>
|
||
<div class="tabs tabs-boxed bg-slate-900/50 mb-6">
|
||
<a class="tab tab-lg" :class="{'tab-active': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab tab-lg" :class="{'tab-active': tab === 'roadshow'}" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab tab-lg" :class="{'tab-active': tab === 'report'}" @click.prevent="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'news'" x-transition>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>市场概念与动态：</strong>“芯片分销”和“英伟达分销概念”被直接作为市场热点。上游概念（如华为海思）活跃时，相关分销商（深圳华强、好上好等）股价受益上涨。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>企业业务模式：</strong>涌现出专业分销商（深圳华强）、“分销+自研”双轮驱动（雅创电子）以及通过并购拓展业务（商络电子收购立功科技）等多种模式。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>具体分销业务：</strong>分销商代理众多知名品牌（NXP, ST, 纳芯微等），覆盖汽车电子、光模块、存储芯片等多个高增长领域。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>宏观与政策影响：</strong>美国计划通过云服务商管制AI芯片全球分销，关税政策和国际形势变化也对存储芯片供需和价格产生重要影响。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" x-transition>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>分销渠道核心角色（以光伏逆变器为例）：</strong>渠道由代理商、分销商（渠道核心）、集成商、零售商等构成。分销商承担主要库存与资金风险。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>库存管理与风险：</strong>“库存错配”是致命风险，如功率段切换导致逆变器库存滞销。厂商会通过“渠道压货”（如纳芯微）和降价来去库存，压力传导至分销商。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>厂商渠道策略：</strong>通过价格策略、产品差异化和本土化服务团队（如华为、阳光电源在德团队）提升渠道粘性。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>分销融资模式：</strong>分销商高度依赖“库存融资”等金融服务来解决资金压力，这是分销体系正常运转的金融基础。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'report'" x-transition>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>政策限制与分销影响（2025-04-23）：</strong>美国要求向中国出口英伟达H20芯片必须获得“无限期有效”的出口许可，直接切断了特定高端产品的分销渠道，强化了国产替代的迫切性。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>市场增长与分销逻辑（2024-06-06）：</strong>我国服务器市场芯片国产化率不足20%，暗示巨大替代空间。海光DCU采用类CUDA架构且不受EULA限制，有助于打开海外分销市场。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>上游动态与分销商关系（2024-01-05）：</strong>江波龙等公司与三星、美光等主要晶圆原厂建立长期合作关系，确保供应稳定性，这是分销商的核心能力之一。</li>
|
||
<li class="p-4 bg-slate-800/50 rounded-lg border border-slate-700"><strong>风险提示（2025-10-09）：</strong>手机等传统消费电子需求疲软、产业政策转变、国际贸易摩擦加剧等风险均会影响分销商的经营环境。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Tables -->
|
||
<section class="space-y-8">
|
||
<h3 class="text-3xl text-white font-bold text-center">核心标的池</h3>
|
||
<!-- Table 1 -->
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-base text-blue-200">
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th class="text-right">市值</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>深圳华强</td><td>中国元器件分销龙头厂商之一，覆盖各品类电子元器件授权分销。</td><td class="text-right">243亿</td></tr>
|
||
<tr><td>火炬电子</td><td>国内被动件领先分销商之一。</td><td class="text-right">193亿</td></tr>
|
||
<tr><td>中电港</td><td>国内元器件分销龙头厂商。</td><td class="text-right">147亿</td></tr>
|
||
<tr><td>香农芯创</td><td>2023年中国大陆电子元器件分销排名前五。</td><td class="text-right">134亿</td></tr>
|
||
<tr><td>力源信息</td><td>国内分销转型设计领先厂商之一。</td><td class="text-right">116亿</td></tr>
|
||
<tr><td>润欣科技</td><td>无线通信IC、射频IC和传感器件分销商。</td><td class="text-right">98亿</td></tr>
|
||
<tr><td>英唐智控</td><td>小型生活电器智能控制器领域领先厂商。</td><td class="text-right">77亿</td></tr>
|
||
<tr><td>商络电子</td><td>国内领先的被动元器件授权分销商。</td><td class="text-right">68亿</td></tr>
|
||
<tr><td>利尔达</td><td>主营IC增值分销业务和物联网模块及系统解决方案。</td><td class="text-right">65亿</td></tr>
|
||
<tr><td>雅创电子</td><td>汽车电子领域分销领先厂商。</td><td class="text-right">55亿</td></tr>
|
||
<tr><td>盈方微</td><td>持股华信科51%，后者为著名电子元器件经销商。</td><td class="text-right">52亿</td></tr>
|
||
<tr><td>好上好</td><td>供应商资源和销售网络优势明显，2023年中国大陆电子元器件分销第一梯队。</td><td class="text-right">50亿</td></tr>
|
||
<tr><td>民德电子</td><td>收购泰博迅睿，以被动元件分销为主。</td><td class="text-right">43亿</td></tr>
|
||
<tr><td>太龙股份</td><td>全资子公司博思达是中国本土最大代理商之一。</td><td class="text-right">30亿</td></tr>
|
||
<tr><td>睿能科技</td><td>MCU、功率器件及模组、模拟芯片等产品分销，营收占比57%。</td><td class="text-right">29亿</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Table 2 -->
|
||
<div class="glass-card rounded-3xl p-6 md:p-8 overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-base text-blue-200">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th class="text-right">存货 (亿元)</th>
|
||
<th class="text-right">总市值 (亿元)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>深圳华强</td><td><a href="https://valuefrontier.cn/company?scode=000062" target="_blank" class="link link-hover text-cyan-400">000062.SZ</a></td><td class="text-right">22.02</td><td class="text-right">220.48</td></tr>
|
||
<tr><td>中电港</td><td><a href="https://valuefrontier.cn/company?scode=001287" target="_blank" class="link link-hover text-cyan-400">001287.SZ</a></td><td class="text-right text-red-400 font-bold">78.37</td><td class="text-right">139.06</td></tr>
|
||
<tr><td>香农芯创</td><td><a href="https://valuefrontier.cn/company?scode=300475" target="_blank" class="link link-hover text-cyan-400">300475.SZ</a></td><td class="text-right">16.79</td><td class="text-right">126.06</td></tr>
|
||
<tr><td>力源信息</td><td><a href="https://valuefrontier.cn/company?scode=300184" target="_blank" class="link link-hover text-cyan-400">300184.SZ</a></td><td class="text-right">18.54</td><td class="text-right">102.48</td></tr>
|
||
<tr><td>润欣科技</td><td><a href="https://valuefrontier.cn/company?scode=300493" target="_blank" class="link link-hover text-cyan-400">300493.SZ</a></td><td class="text-right">2.97</td><td class="text-right">96.36</td></tr>
|
||
<tr><td>商络电子</td><td><a href="https://valuefrontier.cn/company?scode=300975" target="_blank" class="link link-hover text-cyan-400">300975.SZ</a></td><td class="text-right">10.92</td><td class="text-right">65.88</td></tr>
|
||
<tr><td>雅创电子</td><td><a href="https://valuefrontier.cn/company?scode=301099" target="_blank" class="link link-hover text-cyan-400">301099.SZ</a></td><td class="text-right">7.84</td><td class="text-right">49.70</td></tr>
|
||
<tr><td>盈方微</td><td><a href="https://valuefrontier.cn/company?scode=000670" target="_blank" class="link link-hover text-cyan-400">000670.SZ</a></td><td class="text-right">2.63</td><td class="text-right">47.43</td></tr>
|
||
<tr><td>好上好</td><td><a href="https://valuefrontier.cn/company?scode=001298" target="_blank" class="link link-hover text-cyan-400">001298.SZ</a></td><td class="text-right">5.97</td><td class="text-right">45.26</td></tr>
|
||
<tr><td>威贸电子</td><td><a href="https://valuefrontier.cn/company?scode=833346" target="_blank" class="link link-hover text-cyan-400">833346.BJ</a></td><td class="text-right">0.29</td><td class="text-right">19.50</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('inventoryChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
const rawData = [
|
||
{"stock":"中电港","inventory":78.37,"market_cap":139.06},
|
||
{"stock":"深圳华强","inventory":22.02,"market_cap":220.48},
|
||
{"stock":"力源信息","inventory":18.54,"market_cap":102.48},
|
||
{"stock":"香农芯创","inventory":16.79,"market_cap":126.06},
|
||
{"stock":"商络电子","inventory":10.92,"market_cap":65.88},
|
||
{"stock":"雅创电子","inventory":7.84,"market_cap":49.70},
|
||
{"stock":"好上好","inventory":5.97,"market_cap":45.26},
|
||
{"stock":"润欣科技","inventory":2.97,"market_cap":96.36},
|
||
{"stock":"盈方微","inventory":2.63,"market_cap":47.43},
|
||
{"stock":"威贸电子","inventory":0.29,"market_cap":19.50}
|
||
].sort((a, b) => a.inventory - b.inventory);
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
name: '存货 (亿元)',
|
||
axisLabel: { color: '#9ca3af' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: rawData.map(item => item.stock),
|
||
axisLabel: { color: '#d1d5db', fontSize: 14 }
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' },
|
||
backgroundColor: 'rgba(10, 10, 30, 0.8)',
|
||
borderColor: '#38bdf8',
|
||
textStyle: { color: '#e5e7eb' },
|
||
formatter: function (params) {
|
||
const data = rawData.find(item => item.stock === params[0].name);
|
||
return `${data.stock}<br/>
|
||
存货: ${data.inventory.toFixed(2)} 亿元<br/>
|
||
总市值: ${data.market_cap.toFixed(2)} 亿元`;
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '存货',
|
||
type: 'bar',
|
||
data: rawData.map(item => item.inventory),
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||
itemStyle: {
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||
borderRadius: [0, 5, 5, 0],
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color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
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{ offset: 0, color: '#06b6d4' },
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||
{ offset: 1, color: '#67e8f9' }
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
color: '#e5e7eb',
|
||
formatter: '{c} 亿'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
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||
});
|
||
</script>
|
||
</body>
|
||
</html> |