732 lines
54 KiB
HTML
732 lines
54 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>华为2024新品系列 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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min-height: 100vh;
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}
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.gradient-text {
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background: linear-gradient(120deg, #e60012 0%, #ff6b6b 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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.card-shadow {
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.timeline-dot {
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width: 16px;
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border-radius: 50%;
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.timeline-line {
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position: absolute;
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}
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.timeline-item:last-child .timeline-line {
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display: none;
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}
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.table-container {
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overflow-x: auto;
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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}
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}
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.particle-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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opacity: 0.5;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js" class="particle-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">华为2024新品系列</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">全场景智慧生态战略下的技术突破与产业链投资机会</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-red-600"></i>概念事件
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</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-lg text-gray-800">2024年9月10日</h3>
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<p class="text-gray-600">发布全球首款三折叠屏手机<strong>Mate XT非凡大师</strong>（10.2英寸，3.6mm厚度，23999元起）</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-lg text-gray-800">2024年9月24日</h3>
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<p class="text-gray-600">秋季全场景发布会推出<strong>鸿蒙NEXT</strong>（纯血鸿蒙系统）、<strong>智界R7轿跑SUV</strong>（800V平台，续航855km）、<strong>Watch GT5</strong>（玄玑传感器）</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-lg text-gray-800">2024年11月26日</h3>
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<p class="text-gray-600"><strong>Mate70系列</strong>发布，搭载新麒麟芯片，预约量<strong>超334万</strong>，美团4500家门店同步首发</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-lg text-gray-800">2025年5月19日</h3>
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<p class="text-gray-600">发布<strong>nova14系列</strong>及<strong>鸿蒙PC</strong>（鲲鹏930芯片，24GB内存起）</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h3 class="font-semibold text-lg text-gray-800">2025年6月11日</h3>
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<p class="text-gray-600"><strong>Pura80系列</strong>发布，天猫618首发30分钟销量破百万台</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-red-50 rounded-lg border-l-4 border-red-500">
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<p class="text-red-700 font-medium">核心催化：鸿蒙NEXT商用化（2024Q4）、三折叠屏量产、Mate70国产化芯片突破、鸿蒙PC生态迁移</p>
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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="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>核心观点摘要
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-6 rounded-xl">
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<h3 class="font-bold text-lg mb-3 text-indigo-800">阶段判断</h3>
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<p class="text-gray-700">华为2024新品系列已从"制裁修复期"进入<strong class="text-indigo-600">技术兑现与生态扩张期</strong>，核心驱动力是<strong class="text-indigo-600">鸿蒙原生系统+国产化芯片+折叠屏创新</strong>。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 p-6 rounded-xl">
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<h3 class="font-bold text-lg mb-3 text-emerald-800">未来潜力</h3>
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<p class="text-gray-700">高端市场（40万+汽车/折叠屏手机）市占率有望从<strong class="text-emerald-600">15.8%提升至30%</strong>，鸿蒙PC或复制苹果M系列路径，打开<strong class="text-emerald-600">千亿级生态空间</strong>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-chart-line mr-3 text-purple-600"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-gray-700">核心驱动力</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold mb-3 text-purple-700 flex items-center">
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<i class="fas fa-microchip mr-2"></i>技术突破
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</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span><strong>芯片</strong>：麒麟9000S（7nm等效工艺）量产，Mate70系列国产化率超90%</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span><strong>折叠屏</strong>：天工铰链系统解决三折叠可靠性（抗冲击提升30%），成本下降路径清晰</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span><strong>鸿蒙NEXT</strong>：5000款头部应用已适配，系统流畅度提升20%</span>
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</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold mb-3 text-purple-700 flex items-center">
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<i class="fas fa-balance-scale mr-2"></i>政策与生态
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</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span><strong>信创替代</strong>：政府/央企采购强制国产化，鸿蒙PC在政务市场渗透率目标50%（2025年）</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-500 mr-2">•</span>
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<span><strong>汽车智能化</strong>：ADS 3.0城区NCA覆盖100城，问界M9毛利率35%+</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-gray-700">市场热度与情绪</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-orange-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-orange-800">新闻热度</h4>
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<p class="text-gray-700">Mate70预约量334万（华为商城）、Pura80天猫30分钟破百万，社交媒体讨论量同比<strong>+400%</strong></p>
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</div>
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<div class="bg-teal-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-teal-800">研报密集度</h4>
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<p class="text-gray-700">2024年9-12月相关研报超50篇，机构一致预期2025年华为终端销量<strong>7000万部</strong>（vs 2023年3500万）</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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<h3 class="text-xl font-semibold mb-4 text-gray-700">预期差分析</h3>
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<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-400">
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<h4 class="font-semibold mb-2 text-yellow-800">市场忽略点</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<span class="text-yellow-600 mr-2">•</span>
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<span><strong>鸿蒙PC的B端爆发</strong>：政企采购订单未充分定价（软通动力、润和软件）</span>
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</li>
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<li class="flex items-start">
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<span class="text-yellow-600 mr-2">•</span>
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<span><strong>折叠屏供应链利润再分配</strong>：铰链（东睦股份）、UTG玻璃（长信科技）毛利率50%+，但市场预期仅30%</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-rocket mr-3 text-blue-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-gray-700">近期催化剂（3-6个月）</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg border border-blue-100">
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<div class="text-blue-600 font-bold mb-2">2024年12月</div>
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<p class="text-gray-700">鸿蒙NEXT正式版推送，<strong>Mate70系列销量验证</strong>（目标首销500万台）</p>
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</div>
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<div class="bg-indigo-50 p-4 rounded-lg border border-indigo-100">
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<div class="text-indigo-600 font-bold mb-2">2025年Q1</div>
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<p class="text-gray-700">尊界首款车（江淮合作）发布，定价<strong>100万+</strong>，对标迈巴赫</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg border border-purple-100">
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<div class="text-purple-600 font-bold mb-2">2025年3月</div>
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<p class="text-gray-700">鸿蒙PC企业版发布，<strong>鲲鹏930芯片</strong>性能对标苹果M3</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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<h3 class="text-xl font-semibold mb-4 text-gray-700">长期路径（2025-2027年）</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-green-50 to-emerald-100 p-5 rounded-xl">
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<h4 class="font-bold mb-3 text-emerald-800 flex items-center">
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<i class="fas fa-mobile-alt mr-2"></i>手机
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</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 国产化芯片迭代至5nm</li>
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<li>• 折叠屏渗透率<strong>15%→30%</strong></li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-cyan-100 p-5 rounded-xl">
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<h4 class="font-bold mb-3 text-cyan-800 flex items-center">
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<i class="fas fa-car mr-2"></i>汽车
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</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 华为系年销量<strong>70万辆→500万辆</strong></li>
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<li>• HI模式+智选双轮驱动</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-100 p-5 rounded-xl">
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<h4 class="font-bold mb-3 text-pink-800 flex items-center">
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<i class="fas fa-network-wired mr-2"></i>鸿蒙生态
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</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 设备数<strong>9亿→20亿台</strong></li>
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<li>• 开发者<strong>254万→1000万</strong></li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-sitemap mr-3 text-green-600"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-gray-700">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-3 text-gray-800 text-center">上游</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 芯片（中芯国际、韦尔股份）</li>
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<li>• 铰链（东睦股份）</li>
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<li>• UTG玻璃（长信科技）</li>
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</ul>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-3 text-gray-800 text-center">中游</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 代工（光弘科技、福日电子）</li>
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<li>• 鸿蒙系统（软通动力、润和软件）</li>
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</ul>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-3 text-gray-800 text-center">下游</h4>
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<ul class="space-y-2 text-gray-700">
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<li>• 终端（华为）</li>
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<li>• 汽车（赛力斯、江淮）</li>
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<li>• 渠道（深圳华强）</li>
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</ul>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-gray-700">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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<thead>
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<tr class="bg-gray-100">
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">角色</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">竞争优势</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium">中芯国际</td>
|
||
<td class="py-3 px-4">麒麟芯片代工</td>
|
||
<td class="py-3 px-4">7nm工艺突破，华为订单占比<strong>30%</strong></td>
|
||
<td class="py-3 px-4">美国制裁升级</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">软通动力</td>
|
||
<td class="py-3 px-4">鸿蒙生态</td>
|
||
<td class="py-3 px-4">收购同方计算机，软硬一体解决方案</td>
|
||
<td class="py-3 px-4">生态迁移进度不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200">
|
||
<td class="py-3 px-4 font-medium">东睦股份</td>
|
||
<td class="py-3 px-4">铰链供应商</td>
|
||
<td class="py-3 px-4">三折叠铰链独家供应，单价<strong>200元/套</strong></td>
|
||
<td class="py-3 px-4">技术路线被替代</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 font-medium">赛力斯</td>
|
||
<td class="py-3 px-4">智选车企</td>
|
||
<td class="py-3 px-4">M9毛利率<strong>35%</strong>，华为持股10%</td>
|
||
<td class="py-3 px-4">销量依赖华为渠道</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-600"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h3 class="font-semibold mb-2 text-red-800">技术风险</h3>
|
||
<p class="text-gray-700">三折叠屏良率<strong><60%</strong>（华为路演），量产爬坡或延迟</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg border-l-4 border-orange-500">
|
||
<h3 class="font-semibold mb-2 text-orange-800">商业化风险</h3>
|
||
<p class="text-gray-700">鸿蒙PC应用生态仅5000款（vs Windows 300万款），企业迁移意愿待验证</p>
|
||
</div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<div class="bg-yellow-50 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<h3 class="font-semibold mb-2 text-yellow-800">政策风险</h3>
|
||
<p class="text-gray-700">美国或扩大对中芯国际制裁，影响麒麟芯片供应</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h3 class="font-semibold mb-2 text-purple-800">信息矛盾</h3>
|
||
<ul class="text-gray-700 space-y-1">
|
||
<li>• 国泰君安称2024年华为手机销量<strong>4500万部</strong>，但华为路演目标<strong>7000万部</strong></li>
|
||
<li>• 鸿蒙NEXT公测版被曝<strong>微信适配延迟</strong>，与官方"5000款应用完成"矛盾</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-indigo-600"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-700">阶段判断</h3>
|
||
<div class="bg-indigo-50 p-5 rounded-xl">
|
||
<p class="text-gray-700"><strong class="text-indigo-700">基本面驱动初期</strong>，技术突破（芯片/折叠屏）与生态扩张（鸿蒙PC）已落地，但估值未充分反映B端市场</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-700">高价值方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-gradient-to-br from-emerald-50 to-green-100 p-5 rounded-xl">
|
||
<h4 class="font-bold mb-3 text-emerald-800">折叠屏供应链</h4>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li>• 东睦股份（铰链）</li>
|
||
<li>• 长信科技（UTG玻璃）</li>
|
||
<li class="font-semibold text-emerald-700">——单机价值量提升3倍</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-blue-50 to-cyan-100 p-5 rounded-xl">
|
||
<h4 class="font-bold mb-3 text-cyan-800">鸿蒙生态</h4>
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li>• 软通动力（政企PC订单）</li>
|
||
<li>• 润和软件（原生应用开发）</li>
|
||
<li class="font-semibold text-cyan-700">——2025年市场空间500亿</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-gray-700">跟踪指标</h3>
|
||
<div class="bg-gray-50 p-5 rounded-xl">
|
||
<ul class="space-y-2 text-gray-700">
|
||
<li class="flex items-start">
|
||
<span class="text-gray-500 mr-2">•</span>
|
||
<span><strong>Mate70系列首销数据</strong>（华为商城/渠道周度销量）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-gray-500 mr-2">•</span>
|
||
<span><strong>鸿蒙PC政企采购订单</strong>（软通动力/中国软件国际公告）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-gray-500 mr-2">•</span>
|
||
<span><strong>三折叠屏良率</strong>（东睦股份季度财报披露）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-red-50 rounded-lg border-l-4 border-red-500">
|
||
<p class="text-red-700 font-medium">风险提示：若美国制裁升级或鸿蒙应用迁移滞后，逻辑将阶段性证伪</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-600"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">产品系列</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">产业链/分类</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">项目</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 股票数据
|
||
const stockData = [
|
||
{
|
||
"华为MATE70(241014）": [
|
||
{"stock": "光弘科技", "行业": "电子制造", "产业链": "代工", "项目": "华为Mate70代工", "reason": "为华为Mate70提供整机代工服务"},
|
||
{"stock": "卓翼科技", "行业": "电子制造", "产业链": "代工", "项目": "华为Mate70代工", "reason": "为华为Mate70提供整机代工服务"},
|
||
{"stock": "福日电子", "行业": "电子制造", "产业链": "代工", "项目": "华为Mate70代工", "reason": "为华为Mate70提供整机代工服务"},
|
||
{"stock": "软通动力", "行业": "软件开发", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "润和软件", "行业": "软件开发", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "诚迈科技", "行业": "软件开发", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "常山北明", "行业": "软件开发", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "卓易信息", "行业": "软件开发", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "海量数据", "行业": "数据服务", "项目": "鸿蒙系统", "分类": "操作系统", "reason": "参与华为鸿蒙系统NEXTI版本开发"},
|
||
{"stock": "中芯国际", "行业": "半导体", "产业链": "芯片制造", "项目": "麒麟芯片", "reason": "为华为Mate70提供麒麟芯片代工"},
|
||
{"stock": "创耀科技", "行业": "半导体", "分类": "芯片设计", "项目": "星闪芯片", "reason": "为华为Mate70提供星闪芯片"},
|
||
{"stock": "汇顶科技", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片/指纹模组", "reason": "为华为Mate70提供安全芯片及指纹识别模组"},
|
||
{"stock": "南芯科技", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片", "reason": "为华为Mate70提供电源管理芯片"},
|
||
{"stock": "美芯晟", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片", "reason": "为华为Mate70提供无线充电芯片"},
|
||
{"stock": "力芯微", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片", "reason": "为华为Mate70提供电源管理芯片"},
|
||
{"stock": "思特威", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片", "reason": "为华为Mate70提供CMOS图像传感器"},
|
||
{"stock": "韦尔股份", "行业": "半导体", "分类": "芯片设计", "项目": "其他芯片/摄像头", "reason": "为华为Mate70提供CMOS图像传感器及摄像头模组"},
|
||
{"stock": "华力创通", "行业": "通信设备", "产业链": "卫星通信", "reason": "为华为Mate70提供北斗卫星通信模块"},
|
||
{"stock": "司南导航", "行业": "通信设备", "产业链": "卫星通信", "reason": "为华为Mate70提供北斗卫星通信模块"},
|
||
{"stock": "盟升电子", "行业": "通信设备", "产业链": "卫星通信", "reason": "为华为Mate70提供卫星通信天线"},
|
||
{"stock": "电科芯片", "行业": "半导体", "产业链": "卫星通信", "reason": "为华为Mate70提供卫星通信射频芯片"},
|
||
{"stock": "信维通信", "行业": "通信设备", "分类": "5G部件", "reason": "为华为Mate70提供5G天线及射频器件"},
|
||
{"stock": "硕贝德", "行业": "通信设备", "分类": "5G部件", "reason": "为华为Mate70提供5G天线"},
|
||
{"stock": "卓胜微", "行业": "半导体", "分类": "5G部件", "reason": "为华为Mate70提供5G射频前端芯片"},
|
||
{"stock": "唯捷创芯", "行业": "半导体", "分类": "5G部件", "reason": "为华为Mate70提供5G射频前端芯片"},
|
||
{"stock": "慧智微-U", "行业": "半导体", "分类": "5G部件", "reason": "为华为Mate70提供5G射频前端芯片"},
|
||
{"stock": "经纬辉开", "行业": "电子元件", "分类": "5G部件", "reason": "为华为Mate70提供5G射频电感"},
|
||
{"stock": "慈星股份", "行业": "电子制造", "分类": "5G部件", "reason": "为华为Mate70提供5G设备结构件"},
|
||
{"stock": "和胜股份", "行业": "金属加工", "分类": "结构件", "reason": "为华为Mate70提供铝合金结构件"},
|
||
{"stock": "长盈精密", "行业": "电子元件", "分类": "结构件", "reason": "为华为Mate70提供精密结构件"},
|
||
{"stock": "领益智造", "行业": "电子元件", "分类": "结构件", "reason": "为华为Mate70提供精密结构件"},
|
||
{"stock": "捷荣技术", "行业": "电子元件", "分类": "结构件", "reason": "为华为Mate70提供精密结构件"},
|
||
{"stock": "精研科技", "行业": "金属加工", "分类": "结构件", "reason": "为华为Mate70提供MIM结构件"},
|
||
{"stock": "东睦股份", "行业": "金属材料", "分类": "结构件", "reason": "为华为Mate70提供粉末冶金结构件"},
|
||
{"stock": "福蓉科技", "行业": "金属材料", "分类": "结构件", "reason": "为华为Mate70提供铝合金结构件"},
|
||
{"stock": "韦尔股份", "行业": "半导体", "分类": "摄像头", "reason": "为华为Mate70提供CMOS图像传感器"},
|
||
{"stock": "联创电子", "行业": "光学元件", "分类": "摄像头", "reason": "为华为Mate70提供摄像头模组"},
|
||
{"stock": "欧菲光", "行业": "光学元件", "分类": "摄像头", "reason": "为华为Mate70提供摄像头模组"},
|
||
{"stock": "昀家科技", "行业": "光学元件", "分类": "摄像头", "reason": "为华为Mate70提供摄像头光学元件"},
|
||
{"stock": "水晶光电", "行业": "光学元件", "分类": "摄像头", "reason": "为华为Mate70提供摄像头光学元件"},
|
||
{"stock": "汇顶科技", "行业": "半导体", "分类": "指纹模组", "reason": "为华为Mate70提供屏下指纹识别方案"},
|
||
{"stock": "中富电路", "行业": "电子元件", "分类": "PCB", "reason": "为华为Mate70提供PCB电路板"},
|
||
{"stock": "方正科技", "行业": "电子元件", "分类": "PCB", "reason": "为华为Mate70提供PCB电路板"},
|
||
{"stock": "维信诺", "行业": "显示面板", "分类": "显示模组", "reason": "为华为Mate70提供OLED显示屏"},
|
||
{"stock": "合力泰", "行业": "显示面板", "分类": "显示模组", "reason": "为华为Mate70提供显示模组"},
|
||
{"stock": "联创光电", "行业": "显示面板", "分类": "显示模组", "reason": "为华为Mate70提供背光模组"},
|
||
{"stock": "深南电路", "行业": "电子元件", "分类": "IC载板", "reason": "为华为Mate70提供IC载板"},
|
||
{"stock": "兴森科技", "行业": "电子元件", "分类": "IC载板", "reason": "为华为Mate70提供IC载板"},
|
||
{"stock": "云和科技", "行业": "电子元件", "分类": "IC载板", "reason": "为华为Mate70提供IC载板"},
|
||
{"stock": "中石科技", "行业": "散热材料", "分类": "VC均热板", "reason": "为华为Mate70提供散热解决方案"},
|
||
{"stock": "飞荣达", "行业": "散热材料", "分类": "VC均热板", "reason": "为华为Mate70提供散热材料"},
|
||
{"stock": "中英科技", "行业": "散热材料", "分类": "VC均热板", "reason": "为华为Mate70提供散热材料"},
|
||
{"stock": "万顺新材", "行业": "材料加工", "分类": "导电膜", "reason": "为华为Mate70提供导电膜材料"},
|
||
{"stock": "日久光电", "行业": "材料加工", "分类": "导电膜", "reason": "为华为Mate70提供导电膜材料"}
|
||
]
|
||
},
|
||
{
|
||
"华为Mate70手表(241118)": [
|
||
{"stock": "软通动力", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "润和软件", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "诚迈科技", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "常山北明", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "卓易信息", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "海量数据", "项目": "应用系统（鸿蒙）", "行业": "消费电子", "分类": "华为生态", "产业链": "操作系统"},
|
||
{"stock": "奋达科技", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "乐心医疗", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "卓翼科技", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "光弘科技", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "硕贝德", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "天键股份", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "国星光电", "项目": "华为手表", "行业": "消费电子", "分类": "华为生态", "产业链": "智能穿戴"},
|
||
{"stock": "佳禾智能", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "奋达科技", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "共达电声", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "瀛通通讯", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "敏芯股份", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "歌尔股份", "项目": "华为耳机", "行业": "消费电子", "分类": "华为生态", "产业链": "智能音频"},
|
||
{"stock": "歌尔股份", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "水晶光电", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "蓝思科技", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "捷成股份", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "清越科技", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "强瑞技术", "项目": "华为MR眼镜", "行业": "消费电子", "分类": "华为生态", "产业链": "AR/VR"},
|
||
{"stock": "华力创通", "项目": "卫星通信", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "盟升电子", "项目": "卫星通信", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "电科芯片", "项目": "卫星通信", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "信维通信", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "硕贝德", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "经纬辉开", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "慈星股份", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "赛微电子", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "麦捷科技", "项目": "5G部件", "行业": "消费电子", "分类": "华为生态", "产业链": "通信技术"},
|
||
{"stock": "和胜股份", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "银邦股份", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "哈森股份", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "长盈精密", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "领益智造", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "捷荣技术", "项目": "结构件", "行业": "消费电子", "分类": "华为生态", "产业链": "硬件制造"},
|
||
{"stock": "韦尔股份", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "联创电子", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "欧菲光", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "昀家科技", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "水晶光电", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "东田微", "项目": "摄像头", "行业": "消费电子", "分类": "华为生态", "产业链": "光学器件"},
|
||
{"stock": "蓝思科技", "项目": "盖板面板", "行业": "消费电子", "分类": "华为生态", "产业链": "显示技术"},
|
||
{"stock": "京东方A", "项目": "盖板面板", "行业": "消费电子", "分类": "华为生态", "产业链": "显示技术"},
|
||
{"stock": "星星科技", "项目": "盖板面板", "行业": "消费电子", "分类": "华为生态", "产业链": "显示技术"},
|
||
{"stock": "汇顶科技", "项目": "指纹模组", "行业": "消费电子", "分类": "华为生态", "产业链": "生物识别"},
|
||
{"stock": "中富电路", "项目": "PCB", "行业": "消费电子", "分类": "华为生态", "产业链": "电路板制造"},
|
||
{"stock": "方正科技", "项目": "PCB", "行业": "消费电子", "分类": "华为生态", "产业链": "电路板制造"},
|
||
{"stock": "维信诺", "项目": "显示模组", "行业": "消费电子", "分类": "华为生态", "产业链": "显示技术"},
|
||
{"stock": "联创光电", "项目": "显示模组", "行业": "消费电子", "分类": "华为生态", "产业链": "显示技术"},
|
||
{"stock": "深南电路", "项目": "IC载板", "行业": "消费电子", "分类": "华为生态", "产业链": "半导体"},
|
||
{"stock": "兴森科技", "项目": "IC载板", "行业": "消费电子", "分类": "华为生态", "产业链": "半导体"},
|
||
{"stock": "中石科技", "项目": "VC均热板", "行业": "消费电子", "分类": "华为生态", "产业链": "散热技术"},
|
||
{"stock": "飞荣达", "项目": "VC均热板", "行业": "消费电子", "分类": "华为生态", "产业链": "散热技术"},
|
||
{"stock": "万顺新材", "项目": "导电膜", "行业": "消费电子", "分类": "华为生态", "产业链": "材料科学"},
|
||
{"stock": "日久光电", "项目": "导电膜", "行业": "消费电子", "分类": "华为生态", "产业链": "材料科学"},
|
||
{"stock": "欣旺达", "项目": "电池", "行业": "消费电子", "分类": "华为生态", "产业链": "能源"},
|
||
{"stock": "飞荣达", "项目": "微泵液冷壳", "行业": "消费电子", "分类": "华为生态", "产业链": "散热技术"},
|
||
{"stock": "福莱新材", "项目": "微泵液冷壳", "行业": "消费电子", "分类": "华为生态", "产业链": "散热技术"},
|
||
{"stock": "杰美特", "项目": "微泵液冷壳", "行业": "消费电子", "分类": "华为生态", "产业链": "散热技术"},
|
||
{"stock": "光弘科技", "项目": "代工", "行业": "消费电子", "分类": "华为生态", "产业链": "制造服务"},
|
||
{"stock": "卓翼科技", "项目": "代工", "行业": "消费电子", "分类": "华为生态", "产业链": "制造服务"},
|
||
{"stock": "福日电子", "项目": "代工", "行业": "消费电子", "分类": "华为生态", "产业链": "制造服务"},
|
||
{"stock": "恒铭达", "项目": "代工", "行业": "消费电子", "分类": "华为生态", "产业链": "制造服务"}
|
||
]
|
||
},
|
||
{
|
||
"华为P70(240409)": [
|
||
{"stock": "光弘科技", "分类": "代工", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供代工服务"},
|
||
{"stock": "福日电子", "分类": "代工", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供代工服务"},
|
||
{"stock": "水晶光电", "分类": "镜头", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供镜头产品"},
|
||
{"stock": "东田微", "分类": "镜头", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供镜头产品"},
|
||
{"stock": "欣旺达", "分类": "电池", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供电池产品"},
|
||
{"stock": "德赛电池", "分类": "电池", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供电池产品"},
|
||
{"stock": "华力创通", "分类": "卫星通话", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供卫星通话相关技术"},
|
||
{"stock": "盟升电子", "分类": "卫星通话", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供卫星通话相关技术"},
|
||
{"stock": "隆盛科技", "分类": "卫星通话", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供卫星通话相关技术"},
|
||
{"stock": "京东方", "分类": "显示模组", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供显示模组"},
|
||
{"stock": "联创光电", "分类": "显示模组", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供显示模组"},
|
||
{"stock": "长信科技", "分类": "显示模组", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供显示模组"},
|
||
{"stock": "翰博高新", "分类": "显示模组", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供显示模组"},
|
||
{"stock": "利和兴", "分类": "测试&检测", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供测试检测服务"},
|
||
{"stock": "长盈精密", "分类": "连接器", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供连接器产品"},
|
||
{"stock": "电连技术", "分类": "连接器", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供连接器产品"},
|
||
{"stock": "蓝思科技", "分类": "玻璃盖板", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供玻璃盖板"},
|
||
{"stock": "奥海科技", "分类": "快充", "项目": "华为P70", "产业链": "华为P70产业链", "reason": "为华为P70提供快充解决方案"}
|
||
]
|
||
},
|
||
{
|
||
"华为Pura70(240419)": [
|
||
{"stock": "韦尔股份", "项目": "CIS（图像传感器）", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列图像传感器"},
|
||
{"stock": "思特威", "项目": "CIS（图像传感器）", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列图像传感器"},
|
||
{"stock": "杰华特", "项目": "模拟芯片", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列模拟芯片"},
|
||
{"stock": "南芯科技", "项目": "模拟芯片", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列模拟芯片"},
|
||
{"stock": "美芯晟", "项目": "模拟芯片", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列模拟芯片"},
|
||
{"stock": "力芯微", "项目": "模拟芯片", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列模拟芯片"},
|
||
{"stock": "麦捷科技", "项目": "滤波器", "行业": "电子元器件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列滤波器"},
|
||
{"stock": "卓胜微", "项目": "滤波器", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列滤波器"},
|
||
{"stock": "大富科技", "项目": "滤波器", "行业": "通信设备", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列滤波器"},
|
||
{"stock": "华天科技", "项目": "封测", "行业": "半导体封测", "产业链": "华为Pura 70系列供应链", "reason": "提供华为Pura 70系列芯片封测服务"},
|
||
{"stock": "电连技术", "项目": "封测", "行业": "电子连接器", "产业链": "华为Pura 70系列供应链", "reason": "提供华为Pura 70系列封测相关连接器"},
|
||
{"stock": "信维通信", "项目": "封测", "行业": "通信技术", "产业链": "华为Pura 70系列供应链", "reason": "提供华为Pura 70系列封测相关组件"},
|
||
{"stock": "蓝思科技", "项目": "玻璃盖板", "行业": "消费电子", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列玻璃盖板"},
|
||
{"stock": "顺络电子", "项目": "被动元件", "行业": "电子元器件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列被动元件"},
|
||
{"stock": "微容科技", "项目": "被动元件", "行业": "电子元器件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列被动元件"},
|
||
{"stock": "三环集团", "项目": "被动元件", "行业": "电子陶瓷", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列被动元件"},
|
||
{"stock": "光弘科技", "项目": "代工", "行业": "电子制造服务", "产业链": "华为Pura 70系列供应链", "reason": "参与华为Pura 70系列整机组装"},
|
||
{"stock": "日月光", "项目": "代工", "行业": "半导体封测", "产业链": "华为Pura 70系列供应链", "reason": "参与华为Pura 70系列芯片封装"},
|
||
{"stock": "欧菲光", "项目": "摄像头模组", "行业": "光学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列摄像头模组"},
|
||
{"stock": "舜宇光学", "项目": "摄像头模组", "行业": "光学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列摄像头模组"},
|
||
{"stock": "利和兴", "项目": "检测设备", "行业": "工业设备", "产业链": "华为Pura 70系列供应链", "reason": "提供华为Pura 70系列生产检测设备"},
|
||
{"stock": "联创电子", "项目": "玻璃混合镜头", "行业": "光学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列镜头"},
|
||
{"stock": "汇顶科技", "项目": "指纹识别", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列指纹识别芯片"},
|
||
{"stock": "卓胜微", "项目": "射频芯片及天线", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列射频芯片"},
|
||
{"stock": "唯捷创芯", "项目": "射频芯片及天线", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列射频芯片"},
|
||
{"stock": "司南导航", "项目": "卫星通信", "行业": "北斗导航", "产业链": "华为Pura 70系列供应链", "reason": "提供华为Pura 70系列卫星通信技术支持"},
|
||
{"stock": "华力微", "项目": "卫星通信", "行业": "半导体", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列卫星通信芯片"},
|
||
{"stock": "安洁科技", "项目": "结构件", "行业": "消费电子", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列结构件"},
|
||
{"stock": "领益智造", "项目": "结构件", "行业": "精密制造", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列结构件"},
|
||
{"stock": "科森科技", "项目": "结构件", "行业": "精密金属加工", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列结构件"},
|
||
{"stock": "东睦股份", "项目": "结构件", "行业": "粉末冶金", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列结构件"},
|
||
{"stock": "欣旺达", "项目": "电池", "行业": "锂电池", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列电池"},
|
||
{"stock": "德赛电池", "项目": "电池", "行业": "锂电池", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列电池"},
|
||
{"stock": "京东方", "项目": "面板", "行业": "显示面板", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示屏"},
|
||
{"stock": "维信诺", "项目": "面板", "行业": "显示面板", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示屏"},
|
||
{"stock": "深天马", "项目": "面板", "行业": "显示面板", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示屏"},
|
||
{"stock": "TCL华星", "项目": "面板", "行业": "显示面板", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示屏"},
|
||
{"stock": "同兴达", "项目": "显示模组", "行业": "显示技术", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示模组"},
|
||
{"stock": "长信科技", "项目": "显示模组", "行业": "显示元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列显示模组"},
|
||
{"stock": "立讯精密", "项目": "连接器", "行业": "电子连接器", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列连接器"},
|
||
{"stock": "电连技术", "项目": "连接器", "行业": "电子连接器", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列连接器"},
|
||
{"stock": "汇创达", "项目": "连接器", "行业": "电子连接器", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列连接器"},
|
||
{"stock": "捷荣技术", "项目": "散热模块", "行业": "散热技术", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列散热模块"},
|
||
{"stock": "中石科技", "项目": "散热模块", "行业": "导热材料", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列散热模块"},
|
||
{"stock": "飞荣达", "项目": "散热模块", "行业": "电磁屏蔽材料", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列散热模块"},
|
||
{"stock": "兴森科技", "项目": "载板", "行业": "PCB制造", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列载板"},
|
||
{"stock": "深南电路", "项目": "载板", "行业": "PCB制造", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列载板"},
|
||
{"stock": "鹏鼎控股", "项目": "载板", "行业": "PCB制造", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列载板"},
|
||
{"stock": "福蓉科技", "项目": "手机外壳", "行业": "消费电子", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列手机外壳"},
|
||
{"stock": "水晶光电", "项目": "能滤清光片", "行业": "光学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列光学滤光片"},
|
||
{"stock": "东田微", "项目": "能滤清光片", "行业": "光学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列光学滤光片"},
|
||
{"stock": "斯迪克", "项目": "光学膜", "行业": "光学材料", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列光学膜"},
|
||
{"stock": "长光华芯", "项目": "半导体激光芯片", "行业": "光电子", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列激光芯片"},
|
||
{"stock": "冠石科技", "项目": "功能器件", "行业": "电子材料", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列功能器件"},
|
||
{"stock": "歌尔股份", "项目": "声学零部件", "行业": "声学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列声学组件"},
|
||
{"stock": "瑞声科技", "项目": "声学零部件", "行业": "声学元件", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列声学组件"},
|
||
{"stock": "日久光电", "项目": "ITO导电膜", "行业": "光学材料", "产业链": "华为Pura 70系列供应链", "reason": "供应华为Pura 70系列导电膜"}
|
||
]
|
||
}
|
||
];
|
||
|
||
// 填充股票数据表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
let html = '';
|
||
|
||
stockData.forEach(productGroup => {
|
||
const productName = Object.keys(productGroup)[0];
|
||
const stocks = productGroup[productName];
|
||
|
||
stocks.forEach((stock, index) => {
|
||
const rowClass = index % 2 === 0 ? 'bg-white' : 'bg-gray-50';
|
||
const产业链 = stock.产业链 || stock.分类 || '-';
|
||
|
||
html += `
|
||
<tr class="border-b border-gray-200 ${rowClass}">
|
||
<td class="py-3 px-4 font-medium">${productName}</td>
|
||
<td class="py-3 px-4">${stock.stock}</td>
|
||
<td class="py-3 px-4">${stock.行业 || '-'}</td>
|
||
<td class="py-3 px-4">${产业链}</td>
|
||
<td class="py-3 px-4">${stock.项目 || '-'}</td>
|
||
<td class="py-3 px-4">${stock.reason || '-'}</td>
|
||
</tr>
|
||
`;
|
||
});
|
||
});
|
||
|
||
tableBody.innerHTML = html;
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
populateStockTable();
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |