914 lines
41 KiB
HTML
914 lines
41 KiB
HTML
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<title>北交所概念深度分析报告</title>
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<body>
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<div id="tsparticles"></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 bg-gradient-to-r from-blue-400 to-purple-500 bg-clip-text text-transparent">
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北交所概念深度分析报告
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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从政策驱动到基本面分化，北交所概念的投资逻辑与未来展望
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件时间轴</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2021年9月</span>
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<p>北交所成立，定位为服务<span class="highlight">专精特新</span>中小企业的主阵地，首批83家精选层公司平移上市。</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="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2022年12月</span>
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<p>推出<span class="highlight">直联机制</span>，未挂牌企业可缩短上市周期至<span class="highlight">13-14个月</span>（传统路径需18-20个月）。</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="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2023年9月</span>
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<p>证监会发布<span class="highlight">深改19条</span>，明确转板常态化、降低投资者门槛（与科创板权限互认），北证50指数<span class="highlight">单日成交额突破300亿元</span>（此前日均不足10亿元）。</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="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2024年6月</span>
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<p>IPO审核提速，单月受理97家（2023年同期仅30家），专精特新"小巨人"占比超60%。</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="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2024年10月</span>
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<p>并购重组政策松绑，北交所举办专项座谈会推动<span class="highlight">并购六条</span>落地。</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="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-400 font-semibold mb-1 md:mb-0 md:w-40">2025年1月</span>
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<p>恒生A股专精特新50指数首次纳入10家北交所公司，中证全指已纳入87家，被动资金流入预期升温。</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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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/20">
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<p class="text-lg leading-relaxed">
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北交所概念已从<span class="highlight">政策驱动的估值修复阶段</span>（2023年9-11月指数涨130%）进入<span class="highlight">基本面分化阶段</span>。当前核心矛盾是<span class="highlight">"高质量扩容"与"流动性分层"</span>：优质公司通过转板、并购加速成长，而边缘标的面临估值回归风险。<span class="highlight">未来6个月需紧盯三大主线：专精特新渗透率提升、并购重组落地、指数纳入带来的被动资金配置</span>。
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</p>
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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="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">核心驱动力</h2>
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<ul class="space-y-4">
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<li class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold">1</span>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">政策红利</h3>
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<p class="text-slate-300">2024年"深改19条"后，转板通道（已3家成功案例）、直联机制（34家企业挂牌）、并购六条（胜率超90%）形成闭环。</p>
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</div>
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</li>
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<li class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold">2</span>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">估值洼地</h3>
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<p class="text-slate-300">截至2024年11月，北交所PE（TTM）<span class="highlight">43.16倍</span>，仍低于科创板（51.28倍），但北证50指数PE已至<span class="highlight">历史99%分位</span>（东吴证券提示追高风险）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold">3</span>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">产业定位</h3>
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<p class="text-slate-300">聚焦半导体材料（凯德石英）、新能源设备（连城数控）、生物医药（锦波生物）等"卡脖子"环节，<span class="highlight">52%企业为国家级专精特新"小巨人"</span>。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">市场认知偏差</h2>
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<ul class="space-y-4">
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<li class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-purple-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold">1</span>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">预期差1：流动性</h3>
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<p class="text-slate-300">市场认为北交所流动性差，但2024年日均成交额<span class="highlight">250-300亿元</span>（浙商证券数据），换手率<span class="highlight">70-90%</span>已超科创板。</p>
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</div>
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</li>
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<li class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-purple-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold">2</span>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">预期差2：机构参与度</h3>
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<p class="text-slate-300">机构覆盖率低（仅26%公司有深度报告），但2024年公募基金持仓市值<span class="highlight">35亿元</span>（同比+25%），增量空间巨大（对比创业板5.6%持仓占比）。</p>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8 mb-8">
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">近期催化剂（3-6个月）</h2>
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<ul class="space-y-4">
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<li class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-blue-500">
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<h3 class="font-semibold text-lg mb-2 text-blue-400">2025年Q1</h3>
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<p>首批直联机制企业上市（如精华光学、东盛新材），利润均值<span class="highlight">6462万元</span>，显著高于存量公司（3500万元）。</p>
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</li>
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<li class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-purple-500">
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<h3 class="font-semibold text-lg mb-2 text-purple-400">2025年Q2</h3>
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<p>中证2000指数纳入13家北交所标的（吉林碳谷、曙光数创等），预计带来<span class="highlight">3-6亿元被动资金</span>（开源证券测算）。</p>
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</li>
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<li class="bg-slate-800/50 rounded-lg p-4 border-l-4 border-green-500">
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<h3 class="font-semibold text-lg mb-2 text-green-400">并购案例落地</h3>
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<p>科达自控收购海图科技（跨行业并购已公告），验证政策执行力。</p>
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</li>
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</ul>
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</div>
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<div class="card rounded-xl p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">长期路径</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-lg mb-3 text-blue-400">2025-2027年</h3>
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<p>形成"新三板培育→北交所上市→沪深转板"三级火箭，预计专精特新企业上市占比提升至<span class="highlight">70%</span>。</p>
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</div>
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||
<div>
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<h3 class="font-semibold text-lg mb-3 text-purple-400">估值收敛</h3>
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<p>转板常态化后，北交所与科创板估值差或从当前<span class="highlight">20倍压缩至10倍以内</span>（参考观典防务转板案例）。</p>
|
||
</div>
|
||
</div>
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||
</div>
|
||
</div>
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||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
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||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-8">
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||
<h3 class="text-xl font-semibold mb-4">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900/20 rounded-lg p-4 border border-blue-500/30">
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||
<h4 class="font-semibold text-lg mb-3 text-blue-400">上游</h4>
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||
<ul class="space-y-2">
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<li>半导体材料（凯德石英-石英器件）</li>
|
||
<li>碳纤维（吉林碳谷-原丝垄断）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-purple-900/20 rounded-lg p-4 border border-purple-500/30">
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<h4 class="font-semibold text-lg mb-3 text-purple-400">中游</h4>
|
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<ul class="space-y-2">
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<li>设备制造（连城数控-光伏长晶炉）</li>
|
||
<li>测试服务（华岭股份-芯片测试）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-green-900/20 rounded-lg p-4 border border-green-500/30">
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||
<h4 class="font-semibold text-lg mb-3 text-green-400">下游</h4>
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<ul class="space-y-2">
|
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<li>终端应用（锦波生物-医美胶原蛋白）</li>
|
||
<li>汽车电子（奥迪威-超声波传感器）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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<div>
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<h3 class="text-xl font-semibold mb-4">核心公司对比</h3>
|
||
<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr>
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<th class="text-left">公司</th>
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<th class="text-left">业务壁垒</th>
|
||
<th class="text-left">2024PE</th>
|
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<th class="text-left">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-semibold">贝特瑞</td>
|
||
<td>全球负极材料龙头，宁德时代核心供应商</td>
|
||
<td><span class="highlight">25倍</span></td>
|
||
<td>产能过剩导致价格战</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">曙光数创</td>
|
||
<td>液冷技术唯一量产商，中科院背景</td>
|
||
<td><span class="highlight">38倍</span></td>
|
||
<td>技术路线被冷板方案颠覆</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">康普化学</td>
|
||
<td>铜萃取剂全球前三，替代巴斯夫</td>
|
||
<td><span class="highlight">14倍</span></td>
|
||
<td>新能源金属回收需求不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-2 text-blue-400">数据印证</h4>
|
||
<p>2024年北交所公司<span class="highlight">58%营收正增长</span>，但<span class="highlight">电力设备板块拖累整体业绩</span>（贝特瑞Q3利润-53%）。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-2 text-purple-400">矛盾点</h4>
|
||
<p>路演强调"高股息"，但同力股份（6%股息率）2024年利润增速仅<span class="highlight">5%</span>，可持续性存疑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-500/30">
|
||
<h3 class="font-semibold text-lg mb-2 text-red-400">技术风险</h3>
|
||
<p>液冷技术（曙光数创）面临华为、阿里自研方案竞争。</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-500/30">
|
||
<h3 class="font-semibold text-lg mb-2 text-orange-400">流动性风险</h3>
|
||
<p>日均成交额<span class="highlight">250亿元</span>集中于头部10%公司，小市值标的（<20亿）日均成交不足<span class="highlight">1000万元</span>。</p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-500/30">
|
||
<h3 class="font-semibold text-lg mb-2 text-yellow-400">政策风险</h3>
|
||
<p>若转板标准趋严（如要求利润≥1亿元），80%企业或失去通道。</p>
|
||
</div>
|
||
<div class="bg-pink-900/20 rounded-lg p-4 border border-pink-500/30">
|
||
<h3 class="font-semibold text-lg mb-2 text-pink-400">信息矛盾</h3>
|
||
<p>东吴证券9月报告推荐"低估值"标的（如苏轴股份11倍PE），但11月提示"估值已至历史高位"。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-6 border border-blue-500/20">
|
||
<p class="text-lg">
|
||
北交所处于<span class="highlight">"主题炒作向基本面驱动过渡期"</span>，需警惕<span class="highlight">"估值泡沫+业绩证伪"</span>双重压力。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-2 text-blue-400">高景气赛道</h4>
|
||
<ul class="space-y-2">
|
||
<li>半导体材料（凯德石英）</li>
|
||
<li>AI算力（并行科技）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-2 text-purple-400">并购套利</h4>
|
||
<p>关注现金流充沛的低估值标的（如建邦科技，账上现金占市值40%）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center mr-3">
|
||
<span class="text-xs font-bold">1</span>
|
||
</div>
|
||
<p><span class="font-semibold">转板进度</span>：2025年Q1首批直联企业上市节奏。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center mr-3">
|
||
<span class="text-xs font-bold">2</span>
|
||
</div>
|
||
<p><span class="font-semibold">资金流入</span>：北证50指数基金规模（当前8只，目标20只）。</p>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<span class="text-xs font-bold">3</span>
|
||
</div>
|
||
<p><span class="font-semibold">盈利验证</span>：2024年报专精特新企业<span class="highlight">ROE≥15%</span>占比是否提升。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900/40 to-purple-900/40 rounded-lg border border-blue-500/30">
|
||
<p class="text-lg font-semibold text-center">
|
||
北交所的α来自"政策红利+产业稀缺性"，β取决于"沪深流动性外溢"，当前需<span class="highlight">精选赛道、左侧布局、动态止盈</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">北交所概念关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>项目</th>
|
||
<th>分类</th>
|
||
<th>产业链</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">天马新材</td>
|
||
<td><span class="badge badge-industry">半导体材料</span></td>
|
||
<td>HBM芯片封装</td>
|
||
<td><span class="badge badge-category">高端芯片封装材料</span></td>
|
||
<td>芯片封装材料供应</td>
|
||
<td>Low-α射线球形氧化铝作为高端芯片封装材料应用于HBM芯片封装</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">坤博精工</td>
|
||
<td><span class="badge badge-industry">工业自动化</span></td>
|
||
<td>风电发电机零部件</td>
|
||
<td><span class="badge badge-category">精密零部件制造</span></td>
|
||
<td>工业自动化设备零部件供应</td>
|
||
<td>主要产品和服务为风电发电机零部件、工业自动化设备零部件等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">佳先股份</td>
|
||
<td><span class="badge badge-industry">化工材料</span></td>
|
||
<td>乙酰基类催化剂</td>
|
||
<td><span class="badge badge-category">化工新材料</span></td>
|
||
<td>催化剂生产与供应</td>
|
||
<td>参股公司英美特与下游重要客户签署乙酰基类催化剂采购合同</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">阿为特</td>
|
||
<td><span class="badge badge-industry">半导体设备</span></td>
|
||
<td>半导体单晶硅生长真空炉体</td>
|
||
<td><span class="badge badge-category">半导体加工设备</span></td>
|
||
<td>半导体设备零部件供应</td>
|
||
<td>发行人半导体单晶硅生长真空炉体产品已达到上海微电子等客户标准</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华岭股份</td>
|
||
<td><span class="badge badge-industry">集成电路</span></td>
|
||
<td>CPU、MCU、CIS等测试</td>
|
||
<td><span class="badge badge-category">芯片测试服务</span></td>
|
||
<td>集成电路测试服务</td>
|
||
<td>公司服务覆盖CPU、MCU、CIS、MEMS、FPGA等芯片测试</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">晶赛科技</td>
|
||
<td><span class="badge badge-industry">电子元器件</span></td>
|
||
<td>石英晶体频率器件</td>
|
||
<td><span class="badge badge-category">电子元器件制造</span></td>
|
||
<td>石英晶体元器件生产</td>
|
||
<td>公司拥有实时钟芯片产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">凯德石英</td>
|
||
<td><span class="badge badge-industry">半导体材料</span></td>
|
||
<td>石英产品</td>
|
||
<td><span class="badge badge-category">半导体材料供应</span></td>
|
||
<td>半导体用石英产品生产</td>
|
||
<td>公司主营石英产品用于半导体集成电路生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">凯华材料</td>
|
||
<td><span class="badge badge-industry">电子材料</span></td>
|
||
<td>环氧粉末涂料</td>
|
||
<td><span class="badge badge-category">电子封装材料</span></td>
|
||
<td>电子元器件封装材料供应</td>
|
||
<td>为HBM提供环氧粉末涂料封装材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">同惠电子</td>
|
||
<td><span class="badge badge-industry">半导体设备</span></td>
|
||
<td>半导体器件测试</td>
|
||
<td><span class="badge badge-category">半导体测试设备</span></td>
|
||
<td>半导体测试设备制造</td>
|
||
<td>与东南大学合作半导体器件动态性能测试等高端测试仪器</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">利尔达</td>
|
||
<td><span class="badge badge-industry">AI芯片</span></td>
|
||
<td>启英泰伦芯片</td>
|
||
<td><span class="badge badge-category">AI芯片设计</span></td>
|
||
<td>AI芯片研发与应用</td>
|
||
<td>代理的启英泰伦芯片为离线语音识别芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">惠丰钻石</td>
|
||
<td><span class="badge badge-industry">新材料</span></td>
|
||
<td>第三代半导体</td>
|
||
<td><span class="badge badge-category">碳化硅材料</span></td>
|
||
<td>碳化硅衬底加工</td>
|
||
<td>拓展碳化硅衬底加工业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">连城数控</td>
|
||
<td><span class="badge badge-industry">光伏设备</span></td>
|
||
<td>单晶炉扩产</td>
|
||
<td><span class="badge badge-category">光伏设备制造</span></td>
|
||
<td>光伏设备生产与供应</td>
|
||
<td>公司用于单晶炉扩产项目、光伏电池片和组件设备项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">科创新材</td>
|
||
<td><span class="badge badge-industry">新能源材料</span></td>
|
||
<td>新能源电池材料</td>
|
||
<td><span class="badge badge-category">耐火材料</span></td>
|
||
<td>新能源电池材料供应</td>
|
||
<td>投资建设年产6000吨新能源电池材料用碳化硅复合材料项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">鑫汇科</td>
|
||
<td><span class="badge badge-industry">智能家居</span></td>
|
||
<td>智能控制器</td>
|
||
<td><span class="badge badge-category">智能硬件</span></td>
|
||
<td>智能控制器研发与生产</td>
|
||
<td>从事家用电器智能控制技术研发及产品创新</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">硅烷科技</td>
|
||
<td><span class="badge badge-industry">半导体材料</span></td>
|
||
<td>半导体硅材料</td>
|
||
<td><span class="badge badge-category">电子气体</span></td>
|
||
<td>半导体材料生产</td>
|
||
<td>500吨半导体硅材料项目已投产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">奥迪威</td>
|
||
<td><span class="badge badge-industry">传感器</span></td>
|
||
<td>超声波传感器</td>
|
||
<td><span class="badge badge-category">智能驾驶</span></td>
|
||
<td>汽车传感器供应</td>
|
||
<td>新一代移动香薰专用雾化芯片ADW001在AWE中国家电及消费电子博览会亮相</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">流金科技</td>
|
||
<td><span class="badge badge-industry">微波器件</span></td>
|
||
<td>微波毫米波芯片</td>
|
||
<td><span class="badge badge-category">通信设备</span></td>
|
||
<td>微波器件研发与生产</td>
|
||
<td>收购南京芯爱微波/毫米波芯片设计、生产及销售业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">锦好医疗</td>
|
||
<td><span class="badge badge-industry">医疗器械</span></td>
|
||
<td>助听器芯片</td>
|
||
<td><span class="badge badge-category">医疗电子</span></td>
|
||
<td>助听器研发与生产</td>
|
||
<td>首批助听器自研芯片已全部应用于公司助听器产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">艾融软件</td>
|
||
<td><span class="badge badge-industry">金融科技</span></td>
|
||
<td>鸿蒙操作系统</td>
|
||
<td><span class="badge badge-category">软件开发</span></td>
|
||
<td>金融软件服务</td>
|
||
<td>与华为合作包括硬件、数据库、欧拉操作系统、鸿蒙操作系统等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">华信永道</td>
|
||
<td><span class="badge badge-industry">软件服务</span></td>
|
||
<td>鸿蒙生态共建</td>
|
||
<td><span class="badge badge-category">软件开发</span></td>
|
||
<td>软件开发与服务</td>
|
||
<td>受邀参加华为鸿蒙技术特性交流鸿蒙生态共建为主题的HDD行业沙龙</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">国源科技</td>
|
||
<td><span class="badge badge-industry">农业科技</span></td>
|
||
<td>智慧农业保险APP</td>
|
||
<td><span class="badge badge-category">农业信息化</span></td>
|
||
<td>农业软件开发</td>
|
||
<td>旗下智慧农业保险APP和协保通APP等数十款APP完成鸿蒙系统适配</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">国子软件</td>
|
||
<td><span class="badge badge-industry">软件服务</span></td>
|
||
<td>鸿蒙操作系统</td>
|
||
<td><span class="badge badge-category">软件开发</span></td>
|
||
<td>软件开发与服务</td>
|
||
<td>自研相关物联网产品开始使用鸿蒙操作系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">倍益康</td>
|
||
<td><span class="badge badge-industry">医疗器械</span></td>
|
||
<td>运动康复</td>
|
||
<td><span class="badge badge-category">医疗设备</span></td>
|
||
<td>康复器械研发与生产</td>
|
||
<td>为客户提供运动康复解决方案，加入华为Hilink开放平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">海达尔</td>
|
||
<td><span class="badge badge-industry">机械制造</span></td>
|
||
<td>精密零部件</td>
|
||
<td><span class="badge badge-category">机械加工</span></td>
|
||
<td>机械零部件供应</td>
|
||
<td>成为中车曙光、新华三、烽火科技等服务器产品正式供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">汉鑫科技</td>
|
||
<td><span class="badge badge-industry">人工智能</span></td>
|
||
<td>济南人工智能计算中心</td>
|
||
<td><span class="badge badge-category">AI算力服务</span></td>
|
||
<td>人工智能算力供应</td>
|
||
<td>承建的济南人工智能计算中心项目上半年完成验收</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">众诚科技</td>
|
||
<td><span class="badge badge-industry">云计算</span></td>
|
||
<td>许昌市边缘云计算中心</td>
|
||
<td><span class="badge badge-category">云计算服务</span></td>
|
||
<td>云计算服务</td>
|
||
<td>与中移建设签订许昌市边缘云计算中心建设项目设备采购及施工合同</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">方盛股份</td>
|
||
<td><span class="badge badge-industry">热管理</span></td>
|
||
<td>液冷热管理</td>
|
||
<td><span class="badge badge-category">热管理系统</span></td>
|
||
<td>热管理设备研发与生产</td>
|
||
<td>布局储能热管理、氢燃料电池热管理等新兴领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">曙光数创</td>
|
||
<td><span class="badge badge-industry">液冷技术</span></td>
|
||
<td>液冷数据中心</td>
|
||
<td><span class="badge badge-category">数据中心</span></td>
|
||
<td>液冷技术应用</td>
|
||
<td>液冷技术应用于互联网、金融、电信、能源、生物、医疗等行业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">并行科技</td>
|
||
<td><span class="badge badge-industry">超算服务</span></td>
|
||
<td>超算云服务</td>
|
||
<td><span class="badge badge-category">云计算</span></td>
|
||
<td>超算服务与软件开发</td>
|
||
<td>主要产品和服务为超算云服务、超算云系统集成等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">云创数据</td>
|
||
<td><span class="badge badge-industry">大数据</span></td>
|
||
<td>国家大型数据中心</td>
|
||
<td><span class="badge badge-category">大数据服务</span></td>
|
||
<td>大数据存储与处理</td>
|
||
<td>拥有丰富的国家大型数据中心项目案例</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">广脉科技</td>
|
||
<td><span class="badge badge-industry">通信服务</span></td>
|
||
<td>算力集成</td>
|
||
<td><span class="badge badge-category">通信设备</span></td>
|
||
<td>通信系统集成</td>
|
||
<td>参与浙江移动信息系统集成有限公司的算力集成业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">威贸电子</td>
|
||
<td><span class="badge badge-industry">电子制造</span></td>
|
||
<td>电子元器件</td>
|
||
<td><span class="badge badge-category">电子元件</span></td>
|
||
<td>电子元器件生产与销售</td>
|
||
<td>主营电子束线、注塑产品、PCBA电子线路板等生产加工及销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">则成电子</td>
|
||
<td><span class="badge badge-industry">消费电子</span></td>
|
||
<td>智能终端设备</td>
|
||
<td><span class="badge badge-category">电子制造</span></td>
|
||
<td>消费电子ODM</td>
|
||
<td>为全球电子通讯产品的ODM原设计制造商提供智能终端设备解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">慧为智能</td>
|
||
<td><span class="badge badge-industry">智能硬件</span></td>
|
||
<td>智能终端</td>
|
||
<td><span class="badge badge-category">智能设备</span></td>
|
||
<td>智能终端设备研发与生产</td>
|
||
<td>专注于为全球客户提供智能终端设备的解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">雅葆轩</td>
|
||
<td><span class="badge badge-industry">电子制造</span></td>
|
||
<td>印制电路板</td>
|
||
<td><span class="badge badge-category">电子元件</span></td>
|
||
<td>PCB制造与服务</td>
|
||
<td>专注于为客户提供专业的印制电路板电子制造装联服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">豪声电子</td>
|
||
<td><span class="badge badge-industry">电子元件</span></td>
|
||
<td>微型电声器件</td>
|
||
<td><span class="badge badge-category">电子元件</span></td>
|
||
<td>电声器件研发与生产</td>
|
||
<td>致力于消费类电子产品电声器件解决方案的研究和开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">戈碧迦</td>
|
||
<td><span class="badge badge-industry">光学玻璃</span></td>
|
||
<td>特种功能玻璃</td>
|
||
<td><span class="badge badge-category">光学材料</span></td>
|
||
<td>光学材料研发与生产</td>
|
||
<td>以光学玻璃技术积累为基础，研发特种功能玻璃</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">朗鸿科技</td>
|
||
<td><span class="badge badge-industry">安防设备</span></td>
|
||
<td>防盗展示设备</td>
|
||
<td><span class="badge badge-category">安防设备</span></td>
|
||
<td>安防设备研发与生产</td>
|
||
<td>专注于防盗展示设备的研发、生产和销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">乐创技术</td>
|
||
<td><span class="badge badge-industry">工业自动化</span></td>
|
||
<td>点胶设备</td>
|
||
<td><span class="badge badge-category">工业设备</span></td>
|
||
<td>工业自动化设备制造</td>
|
||
<td>产品点胶设备应用于消费电子、半导体等领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">泓禧科技</td>
|
||
<td><span class="badge badge-industry">电子元件</span></td>
|
||
<td>电子元器件</td>
|
||
<td><span class="badge badge-category">电子元件</span></td>
|
||
<td>电子元件研发与生产</td>
|
||
<td>主营业务为电子元器件、高精度电子线组件及微型电声器件的设计、研发、生产和销售</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">智新电子</td>
|
||
<td><span class="badge badge-industry">电子元件</span></td>
|
||
<td>电子元器件</td>
|
||
<td><span class="badge badge-category">电子元件</span></td>
|
||
<td>电子元件研发与生产</td>
|
||
<td>主营业务为设计、生产、销售电子元器件、电线、电线连接器等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">雷神科技</td>
|
||
<td><span class="badge badge-industry">消费电子</span></td>
|
||
<td>电竞设备</td>
|
||
<td><span class="badge badge-category">消费电子</span></td>
|
||
<td>消费电子研发与生产</td>
|
||
<td>专业电竞PC及外设硬件设备商，产品包括电竞笔记本、台式机等</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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</div>
|
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``` |