1153 lines
62 KiB
HTML
1153 lines
62 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>半导体产业链分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.js"></script>
|
||
<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
|
||
<style>
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
.card-shadow {
|
||
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
|
||
}
|
||
.timeline-dot {
|
||
width: 12px;
|
||
height: 12px;
|
||
background-color: #667eea;
|
||
border-radius: 50%;
|
||
position: absolute;
|
||
left: -6px;
|
||
top: 6px;
|
||
}
|
||
.timeline-line {
|
||
position: absolute;
|
||
left: 0;
|
||
top: 18px;
|
||
bottom: -18px;
|
||
width: 2px;
|
||
background-color: #e2e8f0;
|
||
}
|
||
.timeline-item:last-child .timeline-line {
|
||
display: none;
|
||
}
|
||
#particles-js {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
}
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
@media (max-width: 768px) {
|
||
.table-responsive {
|
||
overflow-x: scroll;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-gray-50">
|
||
<div id="particles-js"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">半导体产业链分析报告</h1>
|
||
<p class="text-lg text-gray-600 max-w-3xl mx-auto">深度解析"周期复苏+国产替代"双轮驱动下的投资机遇</p>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-history mr-3 text-indigo-600"></i>概念事件时间轴
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-item relative mb-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800">2023Q4-2024Q1</h3>
|
||
<p class="text-gray-600">全球半导体销售额触底反弹（2024年8月达<strong>531亿美元</strong>，同比+20.6%），库存周期进入尾声。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800">2024年5月</h3>
|
||
<p class="text-gray-600">大基金三期成立（<strong>3440亿元</strong>），明确投向"卡脖子"设备/材料（光刻机、HBM、第三代半导体）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800">2024年10月</h3>
|
||
<p class="text-gray-600">美国将140家中国半导体企业列入实体清单，限制24种设备出口，<strong>国产替代紧迫性升级</strong>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative mb-6">
|
||
<div class="timeline-dot"></div>
|
||
<div class="timeline-line"></div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800">2025年3月</h3>
|
||
<p class="text-gray-600">比亚迪发布21款智驾车型，全系标配高阶芯片（Orin X/地平线J6M），<strong>车规半导体需求爆发</strong>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800">2025年4月</h3>
|
||
<p class="text-gray-600">中马联合声明聚焦半导体供应链合作，<strong>地缘政治催化区域化布局</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h3 class="font-semibold mb-2">阶段判断</h3>
|
||
<p>半导体产业链正处于<strong>"周期复苏+国产替代"双轮驱动阶段</strong>，2024年Q3起基本面拐点确认，2025年AI/汽车应用将加速渗透。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h3 class="font-semibold mb-2">核心矛盾</h3>
|
||
<p><strong>先进制程受限</strong>（光刻机<1%国产化）与<strong>成熟制程内卷</strong>（28nm产能利用率>90%）并存，<strong>设备/材料国产化</strong>是最大α来源。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-indigo-600"></i>核心逻辑与市场认知分析
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">维度</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">数据验证</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">市场认知偏差</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">周期复苏</td>
|
||
<td class="px-4 py-3 text-gray-600">2024年全球半导体销售额预计<strong>+13.1%</strong>（WSTS），存储芯片<strong>+44.8%</strong>领涨</td>
|
||
<td class="px-4 py-3 text-gray-600">过度担忧消费电子疲软，忽视AI/汽车增量</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">国产替代</td>
|
||
<td class="px-4 py-3 text-gray-600">设备国产化率：<strong>光刻机<1%</strong>、<strong>刻蚀<20%</strong>、<strong>CMP>30%</strong>（2024年8月研报）</td>
|
||
<td class="px-4 py-3 text-gray-600">低估政策执行力（大基金三期已投<strong>6亿美元</strong>至中微/北方华创）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-800">需求爆发</td>
|
||
<td class="px-4 py-3 text-gray-600">2025年国内NOV车型销量<strong>500-600万辆</strong>（东吴电子路演），单车芯片价值<strong>>2000元</strong></td>
|
||
<td class="px-4 py-3 text-gray-600">忽视L3牌照落地（9家车企已获牌）的催化节奏</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">预期差</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-blue-800 mb-2">设备端</h4>
|
||
<p class="text-gray-700">市场认为ASML禁售压制扩产，但<strong>华虹/中芯国际</strong>2025年资本开支仍维持<strong>>100亿美元</strong>（路演纪要），<strong>成熟制程设备</strong>订单超预期。</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-purple-800 mb-2">材料端</h4>
|
||
<p class="text-gray-700">研报强调光刻胶国产化率<5%，但<strong>彤程新材</strong>KrF光刻胶已导入<strong>长江存储</strong>（2025年3月专家纪要），验证进度快于预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 催化剂与路径 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-rocket mr-3 text-indigo-600"></i>催化剂与路径
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<span class="flex-shrink-0 w-8 h-8 bg-indigo-100 text-indigo-600 rounded-full flex items-center justify-center mr-3">1</span>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">政策落地</h4>
|
||
<p class="text-gray-600">大基金三期首批项目官宣（预计2025年Q2），重点投向<strong>HBM设备</strong>（拓荆科技）和<strong>碳化硅衬底</strong>（天岳先进）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="flex-shrink-0 w-8 h-8 bg-indigo-100 text-indigo-600 rounded-full flex items-center justify-center mr-3">2</span>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">技术突破</h4>
|
||
<p class="text-gray-600">上海微电子<strong>28nm DUV光刻机</strong>产线验证（2025年6月节点，路演透露）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="flex-shrink-0 w-8 h-8 bg-indigo-100 text-indigo-600 rounded-full flex items-center justify-center mr-3">3</span>
|
||
<div>
|
||
<h4 class="font-medium text-gray-800">需求验证</h4>
|
||
<p class="text-gray-600">比亚迪/特斯拉Q2智驾芯片<strong>出货量数据</strong>（跟踪龙迅股份SerDes芯片<strong>单车100美元</strong>价值量）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">长期路径（2025-2027）</h3>
|
||
<div class="bg-gray-50 rounded-lg p-6">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="bg-indigo-600 text-white px-6 py-3 rounded-lg font-medium">2025:成熟制程国产化</div>
|
||
<div class="text-2xl text-indigo-600">→</div>
|
||
<div class="bg-indigo-500 text-white px-6 py-3 rounded-lg font-medium">2026:先进封装突破</div>
|
||
<div class="text-2xl text-indigo-600">→</div>
|
||
<div class="bg-indigo-400 text-white px-6 py-3 rounded-lg font-medium">2027:第三代半导体生态</div>
|
||
<div class="text-2xl text-indigo-600">→</div>
|
||
<div class="bg-purple-600 text-white px-6 py-3 rounded-lg font-medium">全球供应链重构</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-indigo-600"></i>产业链与核心公司
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-blue-800 mb-2">上游</h4>
|
||
<p class="text-gray-700">硅片（沪硅产业）、光刻胶（彤程新材）、设备（北方华创/中微公司）</p>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-green-800 mb-2">中游</h4>
|
||
<p class="text-gray-700">代工（中芯国际28nm/华虹55nm）、封测（长电科技Chiplet）</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h4 class="font-medium text-purple-800 mb-2">下游</h4>
|
||
<p class="text-gray-700">AI芯片（寒武纪）、车规MCU（兆易创新）、CIS（韦尔股份）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">公司</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">赛道</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">核心逻辑</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">北方华创</td>
|
||
<td class="px-4 py-3 text-gray-600">刻蚀/薄膜设备</td>
|
||
<td class="px-4 py-3 text-gray-600">28nm设备批量出货，订单<strong>+50%</strong>（2024Q3）</td>
|
||
<td class="px-4 py-3 text-gray-600">美国技术管制升级</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华虹半导体</td>
|
||
<td class="px-4 py-3 text-gray-600">特色工艺代工</td>
|
||
<td class="px-4 py-3 text-gray-600">12英寸产能利用率<strong>103%</strong>，车规IGBT占比40%</td>
|
||
<td class="px-4 py-3 text-gray-600">价格战导致ASP下滑</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">长川科技</td>
|
||
<td class="px-4 py-3 text-gray-600">测试设备</td>
|
||
<td class="px-4 py-3 text-gray-600">存储测试机突破<strong>400Mbps</strong>（专家纪要）</td>
|
||
<td class="px-4 py-3 text-gray-600">客户验证周期长（>18个月）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-800">菲利华</td>
|
||
<td class="px-4 py-3 text-gray-600">石英材料</td>
|
||
<td class="px-4 py-3 text-gray-600">合成石英<strong>6N级</strong>替代进口（军工+半导体双轮驱动）</td>
|
||
<td class="px-4 py-3 text-gray-600">合成成本高于天然砂<strong>40%</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="bg-red-50 rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-red-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>风险与挑战
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="font-semibold text-red-700 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">EUV光刻机<strong>100%依赖进口</strong>（ASML垄断），<strong>7nm以下制程</strong>国产化率仍为0。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-orange-500">
|
||
<h3 class="font-semibold text-orange-700 mb-2">商业化风险</h3>
|
||
<p class="text-gray-700">碳化硅衬底（天岳先进）<strong>良率<50%</strong>，成本较海外高<strong>30%</strong>（专家纪要）。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-yellow-500">
|
||
<h3 class="font-semibold text-yellow-700 mb-2">政策风险</h3>
|
||
<p class="text-gray-700">美国<strong>2025年新规</strong>可能限制<strong>AI芯片用HBM</strong>对华出口（2024年12月研报预警）。</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 border-l-4 border-purple-500">
|
||
<h3 class="font-semibold text-purple-700 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700">路演称<strong>华虹Q4订单回暖</strong>，但财报指引Q4毛利率<strong>仅2%-5%</strong>（库存减值拖累）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-green-500 to-teal-600 rounded-xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-check-circle mr-3"></i>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>
|
||
<p class="bg-white bg-opacity-20 rounded-lg p-4">从<strong>主题炒作</strong>（2023年Q4）进入<strong>基本面驱动</strong>（2024年Q3业绩验证），<strong>设备/材料</strong>是核心赛道。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">高价值方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2">1. 设备零部件</h4>
|
||
<p>先锋精科（刻蚀腔体7nm量产）、富创精密（金属结构件平台化）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2">2. 材料替代</h4>
|
||
<p>鼎龙股份（CMP抛光垫<strong>国产唯一</strong>）、彤程新材（ArF光刻胶<strong>客户验证中</strong>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2">订单数据</h4>
|
||
<p>中微公司<strong>Q2刻蚀设备</strong>中标量（上海积塔/中芯深圳项目）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2">库存周期</h4>
|
||
<p>全球半导体库存周转天数<strong><90天</strong>（2024年10月为<strong>92天</strong>，拐点信号）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2">政策窗口</h4>
|
||
<p>大基金三期<strong>2025年Q2首批投资清单</strong>（重点关注HBM/碳化硅项目）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-400 bg-opacity-30 rounded-lg p-4">
|
||
<p class="font-semibold">风险提示：若美国扩大对华<strong>14nm以下设备</strong>禁售，可能压制板块估值，需动态跟踪<strong>上海微电子DUV进展</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-indigo-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 半导体封测 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">半导体封测（240610）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">封测材料</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">封装设备</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">测试设备</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">检测设备</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">封测服务</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">第三方测试</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">先进封装</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">康强电子</td>
|
||
<td class="px-4 py-3 text-gray-600">引线框架和键合丝国内第一</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华海诚科</td>
|
||
<td class="px-4 py-3 text-gray-600">环氧塑封料上市公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">德邦科技</td>
|
||
<td class="px-4 py-3 text-gray-600">晶圆UV膜市占率第一</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">耐科装备</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">耐科装备</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">新益昌</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">新益昌</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">奥特维</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">奥特维</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">文一科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">文一科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华峰测控</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">华峰测控</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">长川科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">长川科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">联动科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">联动科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">和林微纳</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">和林微纳</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">金海通</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">金海通</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">赛腾股份</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">赛腾股份</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">精测电子</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">精测电子</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">长电科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">封测公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">通富微电</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">封测公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华天科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">封测公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">晶方科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">封测公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">深科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">封测公司</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">伟测科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">伟测科技</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">利扬芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">利扬芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">寒武纪-U</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">芯原股份</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">大港股份</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-800">苏州固锝</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">-</td>
|
||
<td class="px-4 py-3 text-gray-600">Chiplet先进封装</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 半导体设备 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">半导体设备（240610）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">设备类别</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">行业</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">产业链</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">张江高科</td>
|
||
<td class="px-4 py-3 text-gray-600">光刻设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">参股上海微电子，国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">芯源微</td>
|
||
<td class="px-4 py-3 text-gray-600">显影设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">中微公司</td>
|
||
<td class="px-4 py-3 text-gray-600">刻蚀设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">北方华创</td>
|
||
<td class="px-4 py-3 text-gray-600">刻蚀设备、薄膜沉积设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">神工股份</td>
|
||
<td class="px-4 py-3 text-gray-600">刻蚀设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">盛美上海</td>
|
||
<td class="px-4 py-3 text-gray-600">清洗设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">至纯科技</td>
|
||
<td class="px-4 py-3 text-gray-600">清洗设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">新莱应</td>
|
||
<td class="px-4 py-3 text-gray-600">清洗设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">蓝英装备</td>
|
||
<td class="px-4 py-3 text-gray-600">清洗设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">晶盛机电</td>
|
||
<td class="px-4 py-3 text-gray-600">单晶硅炉</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">晶升股份</td>
|
||
<td class="px-4 py-3 text-gray-600">单晶硅炉</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">万业企业</td>
|
||
<td class="px-4 py-3 text-gray-600">离子注入设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">拓荆科技</td>
|
||
<td class="px-4 py-3 text-gray-600">薄膜沉积设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">微导纳米</td>
|
||
<td class="px-4 py-3 text-gray-600">薄膜沉积设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华海清科</td>
|
||
<td class="px-4 py-3 text-gray-600">机械抛光设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">新益昌</td>
|
||
<td class="px-4 py-3 text-gray-600">封装设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">文一科技</td>
|
||
<td class="px-4 py-3 text-gray-600">封装设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">耐科装备</td>
|
||
<td class="px-4 py-3 text-gray-600">封装设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">长川科技</td>
|
||
<td class="px-4 py-3 text-gray-600">测试设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华峰测控</td>
|
||
<td class="px-4 py-3 text-gray-600">测试设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">赛腾股份</td>
|
||
<td class="px-4 py-3 text-gray-600">检测设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">精测电子</td>
|
||
<td class="px-4 py-3 text-gray-600">检测设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">芯基微装</td>
|
||
<td class="px-4 py-3 text-gray-600">其他设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">光力科技</td>
|
||
<td class="px-4 py-3 text-gray-600">其他设备</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">柏诚股份</td>
|
||
<td class="px-4 py-3 text-gray-600">洁净室</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">亚翔集成</td>
|
||
<td class="px-4 py-3 text-gray-600">洁净室</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">圣晖集成</td>
|
||
<td class="px-4 py-3 text-gray-600">洁净室</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-800">新纶新材</td>
|
||
<td class="px-4 py-3 text-gray-600">洁净室</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设备</td>
|
||
<td class="px-4 py-3 text-gray-600">上游</td>
|
||
<td class="px-4 py-3 text-gray-600">国产半导体设备上游环节的重要企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 半导体设计 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">半导体设计（240610）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">项目</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">行业</th>
|
||
<th class="px-4 py-3 text-left text-sm font-semibold text-gray-700">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华大九天</td>
|
||
<td class="px-4 py-3 text-gray-600">EDA软件</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中明确列为EDA软件领域龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">概论电子</td>
|
||
<td class="px-4 py-3 text-gray-600">EDA软件</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中明确列为EDA软件领域龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">广立微</td>
|
||
<td class="px-4 py-3 text-gray-600">EDA软件</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中明确列为EDA软件领域龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">兆易创新</td>
|
||
<td class="px-4 py-3 text-gray-600">存储芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为存储芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">北京君正</td>
|
||
<td class="px-4 py-3 text-gray-600">存储芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为存储芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">国科微</td>
|
||
<td class="px-4 py-3 text-gray-600">存储芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为存储芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">紫光国微</td>
|
||
<td class="px-4 py-3 text-gray-600">存储芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为存储芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">圣邦股份</td>
|
||
<td class="px-4 py-3 text-gray-600">模拟芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为模拟芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">思瑞浦</td>
|
||
<td class="px-4 py-3 text-gray-600">模拟芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为模拟芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">韦尔股份</td>
|
||
<td class="px-4 py-3 text-gray-600">模拟芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为模拟芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">卓胜微</td>
|
||
<td class="px-4 py-3 text-gray-600">模拟芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为模拟芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">中科曙光</td>
|
||
<td class="px-4 py-3 text-gray-600">CPU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为CPU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">澜起科技</td>
|
||
<td class="px-4 py-3 text-gray-600">CPU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为CPU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">中国长城</td>
|
||
<td class="px-4 py-3 text-gray-600">CPU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为CPU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">景嘉微</td>
|
||
<td class="px-4 py-3 text-gray-600">GPU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为GPU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">兆易创新</td>
|
||
<td class="px-4 py-3 text-gray-600">MCU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为MCU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">中颖电子</td>
|
||
<td class="px-4 py-3 text-gray-600">MCU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为MCU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">北京君正</td>
|
||
<td class="px-4 py-3 text-gray-600">MCU</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为MCU分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">复旦微电</td>
|
||
<td class="px-4 py-3 text-gray-600">FPGA</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为FPGA分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">安路科技</td>
|
||
<td class="px-4 py-3 text-gray-600">FPGA</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为FPGA分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">紫光国微</td>
|
||
<td class="px-4 py-3 text-gray-600">FPGA</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为FPGA分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">华润微</td>
|
||
<td class="px-4 py-3 text-gray-600">FPGA</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为FPGA分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">卓胜微</td>
|
||
<td class="px-4 py-3 text-gray-600">射频前端芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为射频前端芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">韦尔股份</td>
|
||
<td class="px-4 py-3 text-gray-600">射频前端芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为射频前端芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">信维通信</td>
|
||
<td class="px-4 py-3 text-gray-600">射频前端芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为射频前端芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">麦捷科技</td>
|
||
<td class="px-4 py-3 text-gray-600">射频前端芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为射频前端芯片分支龙头</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">汇顶科技</td>
|
||
<td class="px-4 py-3 text-gray-600">指纹芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的指纹芯片</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">国民技术</td>
|
||
<td class="px-4 py-3 text-gray-600">安全芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的安全芯片</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">晶晨股份</td>
|
||
<td class="px-4 py-3 text-gray-600">SOC芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的SOC芯片</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">瑞芯微</td>
|
||
<td class="px-4 py-3 text-gray-600">SOC芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的SOC芯片</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium text-gray-800">全志科技</td>
|
||
<td class="px-4 py-3 text-gray-600">SOC芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的SOC芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-gray-800">富瀚微</td>
|
||
<td class="px-4 py-3 text-gray-600">安防芯片</td>
|
||
<td class="px-4 py-3 text-gray-600">半导体设计</td>
|
||
<td class="px-4 py-3 text-gray-600">图片中列为其他芯片分支中的安防芯片</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#667eea"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#667eea",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |