513 lines
26 KiB
HTML
513 lines
26 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>存储芯片市场分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700;900&display=swap" rel="stylesheet">
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<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://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
|
||
<style>
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
|
||
min-height: 100vh;
|
||
}
|
||
.glass-effect {
|
||
background: rgba(255, 255, 255, 0.1);
|
||
backdrop-filter: blur(10px);
|
||
border-radius: 16px;
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
|
||
}
|
||
.table-container {
|
||
overflow-x: auto;
|
||
}
|
||
.table-container::-webkit-scrollbar {
|
||
display: none;
|
||
}
|
||
.table-container {
|
||
-ms-overflow-style: none;
|
||
scrollbar-width: none;
|
||
}
|
||
.chip-icon {
|
||
display: inline-block;
|
||
width: 24px;
|
||
height: 24px;
|
||
background: linear-gradient(45deg, #4facfe 0%, #00f2fe 100%);
|
||
border-radius: 50%;
|
||
margin-right: 8px;
|
||
position: relative;
|
||
}
|
||
.chip-icon::after {
|
||
content: '';
|
||
position: absolute;
|
||
top: 50%;
|
||
left: 50%;
|
||
transform: translate(-50%, -50%);
|
||
width: 12px;
|
||
height: 12px;
|
||
background: white;
|
||
border-radius: 50%;
|
||
}
|
||
.industry-card {
|
||
transition: all 0.3s ease;
|
||
}
|
||
.industry-card:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 20px rgba(0, 0, 0, 0.2);
|
||
}
|
||
.circuit-bg {
|
||
position: absolute;
|
||
top: 0;
|
||
left: 0;
|
||
width: 100%;
|
||
height: 100%;
|
||
background-image: url("data:image/svg+xml,%3Csvg width='100' height='100' viewBox='0 0 100 100' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath d='M11 18c3.866 0 7-3.134 7-7s-3.134-7-7-7-7 3.134-7 7 3.134 7 7 7zm48 25c3.866 0 7-3.134 7-7s-3.134-7-7-7-7 3.134-7 7 3.134 7 7 7zm-43-7c1.657 0 3-1.343 3-3s-1.343-3-3-3-3 1.343-3 3 1.343 3 3 3zm63 31c1.657 0 3-1.343 3-3s-1.343-3-3-3-3 1.343-3 3 1.343 3 3 3zM34 90c1.657 0 3-1.343 3-3s-1.343-3-3-3-3 1.343-3 3 1.343 3 3 3zm56-76c1.657 0 3-1.343 3-3s-1.343-3-3-3-3 1.343-3 3 1.343 3 3 3zM12 86c2.21 0 4-1.79 4-4s-1.79-4-4-4-4 1.79-4 4 1.79 4 4 4zm28-65c2.21 0 4-1.79 4-4s-1.79-4-4-4-4 1.79-4 4 1.79 4 4 4zm23-11c2.76 0 5-2.24 5-5s-2.24-5-5-5-5 2.24-5 5 2.24 5 5 5zm-6 60c2.21 0 4-1.79 4-4s-1.79-4-4-4-4 1.79-4 4 1.79 4 4 4zm29 22c2.76 0 5-2.24 5-5s-2.24-5-5-5-5 2.24-5 5 2.24 5 5 5zM32 63c2.76 0 5-2.24 5-5s-2.24-5-5-5-5 2.24-5 5 2.24 5 5 5zm57-13c2.76 0 5-2.24 5-5s-2.24-5-5-5-5 2.24-5 5 2.24 5 5 5zm-9-21c1.105 0 2-.895 2-2s-.895-2-2-2-2 .895-2 2 .895 2 2 2zM60 91c1.105 0 2-.895 2-2s-.895-2-2-2-2 .895-2 2 .895 2 2 2zM35 41c1.105 0 2-.895 2-2s-.895-2-2-2-2 .895-2 2 .895 2 2 2zM12 60c1.105 0 2-.895 2-2s-.895-2-2-2-2 .895-2 2 .895 2 2 2z' fill='%23ffffff' fill-opacity='0.05' fill-rule='evenodd'/%3E%3C/svg%3E");
|
||
opacity: 0.4;
|
||
z-index: -1;
|
||
}
|
||
.highlight-text {
|
||
background: linear-gradient(90deg, #4facfe 0%, #00f2fe 100%);
|
||
-webkit-background-clip: text;
|
||
background-clip: text;
|
||
color: transparent;
|
||
font-weight: 700;
|
||
}
|
||
.tag {
|
||
display: inline-block;
|
||
padding: 2px 8px;
|
||
border-radius: 12px;
|
||
font-size: 12px;
|
||
font-weight: 500;
|
||
margin-right: 4px;
|
||
margin-bottom: 4px;
|
||
}
|
||
.tag-blue {
|
||
background-color: rgba(79, 172, 254, 0.2);
|
||
color: #4facfe;
|
||
}
|
||
.tag-purple {
|
||
background-color: rgba(155, 89, 182, 0.2);
|
||
color: #9b59b6;
|
||
}
|
||
.tag-green {
|
||
background-color: rgba(46, 204, 113, 0.2);
|
||
color: #2ecc71;
|
||
}
|
||
.tag-orange {
|
||
background-color: rgba(243, 156, 18, 0.2);
|
||
color: #f39c12;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="text-white">
|
||
<div class="circuit-bg"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 relative z-10">
|
||
<!-- Header -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold mb-4">
|
||
<span class="chip-icon"></span>存储芯片市场分析报告
|
||
</h1>
|
||
<p class="text-xl text-blue-200">深度解析存储芯片产业链与投资机会</p>
|
||
</div>
|
||
|
||
<!-- Industry Insight Section -->
|
||
<div class="glass-effect p-6 mb-10 industry-card">
|
||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-microchip mr-3 text-blue-300"></i>行业洞察
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-gradient-to-br from-blue-900 to-blue-700 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-200">市场现状</h3>
|
||
<p class="text-sm leading-relaxed">存储芯片市场正处于复苏初期，全球数字化加速、政策支持及新兴应用需求增长共同推动行业回暖。AI服务器、智能汽车等新兴应用拉动高端存储需求，HBM、DDR5等新技术成为市场增长驱动力。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-900 to-purple-700 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-200">技术趋势</h3>
|
||
<p class="text-sm leading-relaxed">HBM（高带宽存储器）凭借高带宽、低功耗特性成为AI服务器关键存储方案，2024年市场规模预计达150亿美元，同比增长117%。3D NAND、DRAM等领域技术迭代加速，推动存储性能与能效持续提升。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-900 to-green-700 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-green-200">国产替代</h3>
|
||
<p class="text-sm leading-relaxed">在政策支持及国内企业技术突破双重推动下，存储芯片国产化率逐步提升。长江存储、长鑫存储、兆易创新等企业在3D NAND、DRAM等领域取得突破，加速国产替代进程。</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-orange-900 to-orange-700 p-5 rounded-lg">
|
||
<h3 class="text-xl font-semibold mb-3 text-orange-200">未来展望</h3>
|
||
<p class="text-sm leading-relaxed">随着AI、智能汽车、物联网等新兴应用持续增长，存储芯片市场规模有望进一步扩大。产业链本土化进程加速，国内企业将逐步实现从技术突破到规模化量产的跨越。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<div class="glass-effect p-6 mb-10">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line mr-3 text-green-300"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-200">存储芯片产业（240418）</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-transparent">
|
||
<thead>
|
||
<tr class="border-b border-blue-400/30">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-200">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-200">产业链环节</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-200">产品/技术特点</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-200">行业地位</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-blue-200">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">兆易创新</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">DRAM</span>
|
||
<span class="tag tag-purple">NANDFLASH</span>
|
||
<span class="tag tag-green">NORFLASH</span>
|
||
</td>
|
||
<td class="py-3 px-4">闪存芯片</td>
|
||
<td class="py-3 px-4">半导体存储器领域领导企业</td>
|
||
<td class="py-3 px-4">主要产品为闪存芯片，半导体存储器领域领导企业</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">北京君正</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">DRAM</span>
|
||
<span class="tag tag-purple">嵌入式CPU</span>
|
||
</td>
|
||
<td class="py-3 px-4">掌握嵌入式CPU核心技术</td>
|
||
<td class="py-3 px-4">成功市场化的极少数本土企业之一</td>
|
||
<td class="py-3 px-4">掌握嵌入式CPU核心技术并成功市场化的极少数本土企业之一</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">东芯股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">DRAM</span>
|
||
<span class="tag tag-purple">NANDFLASH</span>
|
||
</td>
|
||
<td class="py-3 px-4">存储芯片设计</td>
|
||
<td class="py-3 px-4">中国大陆领先的存储芯片设计公司</td>
|
||
<td class="py-3 px-4">中国大陆领先的存储芯片设计公司</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">普冉股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">NORFLASH</span>
|
||
<span class="tag tag-purple">EEPROM</span>
|
||
</td>
|
||
<td class="py-3 px-4">深耕于EEPROM行业</td>
|
||
<td class="py-3 px-4">国内重要的存储器芯片提供商之一</td>
|
||
<td class="py-3 px-4">国内重要的存储器芯片提供商之一，深耕于EEPROM行业</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">恒烁股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">NORFLASH</span>
|
||
</td>
|
||
<td class="py-3 px-4">延布市通用32位MCU芯片</td>
|
||
<td class="py-3 px-4">国内领先的NOR Flash存储芯片设计公司</td>
|
||
<td class="py-3 px-4">国内领先的NOR Flash存储芯片设计公司，延布市通用32位MCU芯片</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">聚辰股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">EEPROM</span>
|
||
</td>
|
||
<td class="py-3 px-4">集成电路产品</td>
|
||
<td class="py-3 px-4">领先的集成电路产品的研发设计和销售企业</td>
|
||
<td class="py-3 px-4">领先的集成电路产品的研发设计和销售企业</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">复旦微电</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">FPGA</span>
|
||
</td>
|
||
<td class="py-3 px-4">最早推出FPGA产品的厂商</td>
|
||
<td class="py-3 px-4">国内FPGA芯片设计领域领先企业</td>
|
||
<td class="py-3 px-4">在国内FPGA芯片设计领域处于领先地位，是国内最早推出FPGA产品的厂商</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">香农芯创</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">电子元器件分销</span>
|
||
<span class="tag tag-purple">分销商</span>
|
||
</td>
|
||
<td class="py-3 px-4">拥有SK海力士、MTK、兆易创新等公司的授权代理权</td>
|
||
<td class="py-3 px-4">电子元器件产品分销商</td>
|
||
<td class="py-3 px-4">电子元器件产品分销商，拥有SK海力士、MTK、兆易创新等公司的授权代理权</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">雅克科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">半导体材料</span>
|
||
</td>
|
||
<td class="py-3 px-4">高端硅微粉制造</td>
|
||
<td class="py-3 px-4">全球著名的高端硅微粉制造企业</td>
|
||
<td class="py-3 px-4">全球著名的高端硅微粉制造企业</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">太极实业</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">半导体封测</span>
|
||
</td>
|
||
<td class="py-3 px-4">DRAM封装</td>
|
||
<td class="py-3 px-4">国内领先的半导体封测企业，DRAM封装龙头</td>
|
||
<td class="py-3 px-4">国内领先的半导体封测企业，DRAM封装龙头</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">通富微电</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">半导体封测</span>
|
||
</td>
|
||
<td class="py-3 px-4">集成电路封装测试</td>
|
||
<td class="py-3 px-4">国内规模最大、产品品种最多的集成电路封装测试企业之一</td>
|
||
<td class="py-3 px-4">国内规模最大、产品品种最多的集成电路封装测试企业之一</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">深科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">DRAM封装</span>
|
||
</td>
|
||
<td class="py-3 px-4">DRAM内存芯片封测</td>
|
||
<td class="py-3 px-4">国内最大的独立DRAM内存芯片封测企业，全球第三大硬盘制造商</td>
|
||
<td class="py-3 px-4">国内最大的独立DRAM内存芯片封测企业，全球第三大硬盘制造商</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">长电科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">半导体封测</span>
|
||
</td>
|
||
<td class="py-3 px-4">高中低各种集成电路封测，RF-SiP卡类封装技术</td>
|
||
<td class="py-3 px-4">世界第三、中国大陆第一的芯片封测龙头企业</td>
|
||
<td class="py-3 px-4">世界第三、中国大陆第一的芯片封测龙头企业，业务覆盖了高中低各种集成电路封测，为国内首家具备RF-SiP卡类封装技术平台</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">江波龙</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">存储模组</span>
|
||
</td>
|
||
<td class="py-3 px-4">Lexar存储卡、闪存盘U盘</td>
|
||
<td class="py-3 px-4">全球eMMC市场份额第三</td>
|
||
<td class="py-3 px-4">旗下Lexar存储卡全球市场份额第二、Lexar闪存盘U盘全球市场份额第三（U盘全球市场份额第三）</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-400/10 hover:bg-blue-900/20">
|
||
<td class="py-3 px-4 font-medium">佰维存储</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">存储模组</span>
|
||
</td>
|
||
<td class="py-3 px-4">NAND Flash、DRAM存储器研发设计与封测制造</td>
|
||
<td class="py-3 px-4">国内少数同时布局NAND Flash、DRAM存储器研发设计与封测制造的企业</td>
|
||
<td class="py-3 px-4">国内少数同时布局NAND Flash、DRAM存储器研发设计与封测制造的企业</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-200">存储芯片（240610）</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-transparent">
|
||
<thead>
|
||
<tr class="border-b border-purple-400/30">
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-200">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-200">所属行业</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-200">项目/产品</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-200">产业链环节</th>
|
||
<th class="py-3 px-4 text-left text-sm font-semibold text-purple-200">投资亮点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">兆易创新</td>
|
||
<td class="py-3 px-4">存储芯片</td>
|
||
<td class="py-3 px-4">完善产品线</td>
|
||
<td class="py-3 px-4">多元化布局</td>
|
||
<td class="py-3 px-4">助力稳健经营</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">澜起科技</td>
|
||
<td class="py-3 px-4">互连类芯片</td>
|
||
<td class="py-3 px-4">津逮服务器平台产品线</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">江波龙</td>
|
||
<td class="py-3 px-4">Flash及DRAM存储器</td>
|
||
<td class="py-3 px-4">研发、设计和销售</td>
|
||
<td class="py-3 px-4">行业存储解决方案</td>
|
||
<td class="py-3 px-4">消费级、工规级、车规级存储器</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">北京君正</td>
|
||
<td class="py-3 px-4">集成电路设计</td>
|
||
<td class="py-3 px-4">集成电路芯片产品研发与销售</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">佰维存储</td>
|
||
<td class="py-3 px-4">半导体存储器</td>
|
||
<td class="py-3 px-4">存储介质研发、封装、生产与销售</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">深科技</td>
|
||
<td class="py-3 px-4">半导体技术服务</td>
|
||
<td class="py-3 px-4">技术研发</td>
|
||
<td class="py-3 px-4">专业电子制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">国科微</td>
|
||
<td class="py-3 px-4">半导体技术服务</td>
|
||
<td class="py-3 px-4">技术研发</td>
|
||
<td class="py-3 px-4">专业电子制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">东芯股份</td>
|
||
<td class="py-3 px-4">存储芯片设计</td>
|
||
<td class="py-3 px-4">中小容量存储芯片独立研发</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">聚辰股份</td>
|
||
<td class="py-3 px-4">集成电路</td>
|
||
<td class="py-3 px-4">存储、模拟和混合信号产品</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-purple-400/10 hover:bg-purple-900/20">
|
||
<td class="py-3 px-4 font-medium">德明利</td>
|
||
<td class="py-3 px-4">闪存主控芯片</td>
|
||
<td class="py-3 px-4">聚焦存储芯片</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Strategy Section -->
|
||
<div class="glass-effect p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3 text-yellow-300"></i>投资策略建议
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-gradient-to-br from-blue-900/50 to-blue-700/50 p-5 rounded-lg border border-blue-400/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-200">短期策略</h3>
|
||
<ul class="text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
|
||
<span>关注HBM、DDR5等新技术相关企业</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
|
||
<span>把握AI服务器需求增长带来的存储芯片机会</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-blue-400 mt-1 mr-2"></i>
|
||
<span>关注消费电子需求回暖带来的边际改善</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-900/50 to-purple-700/50 p-5 rounded-lg border border-purple-400/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-purple-200">中期策略</h3>
|
||
<ul class="text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-400 mt-1 mr-2"></i>
|
||
<span>布局存储芯片设计、制造、封测全产业链</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-400 mt-1 mr-2"></i>
|
||
<span>关注国产替代进程中的龙头企业</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-purple-400 mt-1 mr-2"></i>
|
||
<span>把握智能汽车、物联网等新兴应用增长机会</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-900/50 to-green-700/50 p-5 rounded-lg border border-green-400/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-green-200">长期策略</h3>
|
||
<ul class="text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<span>关注存储芯片技术迭代带来的结构性机会</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<span>布局产业链本土化进程中的核心企业</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<span>关注全球存储芯片市场格局优化带来的投资机会</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-5 bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg border border-blue-400/20">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-200">风险提示</h3>
|
||
<ul class="text-sm space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-2"></i>
|
||
<span>技术风险：HBM等高端存储技术壁垒高，国内企业技术突破存在不确定性</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-2"></i>
|
||
<span>市场风险：存储芯片价格波动较大，行业周期性明显</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-2"></i>
|
||
<span>政策风险：国际贸易环境变化可能影响存储芯片产业链安全</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<div class="text-center mt-10 text-sm text-blue-200">
|
||
<p>© 2024 存储芯片市场分析报告 | 数据来源：公开市场信息</p>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面加载动画
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.industry-card, .glass-effect');
|
||
cards.forEach((card, index) => {
|
||
setTimeout(() => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'all 0.6s ease';
|
||
|
||
setTimeout(() => {
|
||
card.style.opacity = '1';
|
||
card.style.transform = 'translateY(0)';
|
||
}, 100);
|
||
}, index * 100);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |