600 lines
28 KiB
HTML
600 lines
28 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>政策驱动的AI手机消费 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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border-radius: 50%;
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position: absolute;
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.timeline-line {
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position: absolute;
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background-color: #e5e7eb;
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}
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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (max-width: 640px) {
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.table-container {
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font-size: 0.75rem;
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}
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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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<!-- 背景效果 -->
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<div id="particles-js" class="fixed inset-0 z-0"></div>
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<!-- 主内容 -->
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<div class="relative z-10 min-h-screen">
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<!-- 头部标题 -->
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<div class="gradient-bg text-white py-16 px-4">
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<div class="max-w-6xl mx-auto">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">政策驱动的AI手机消费</h1>
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<p class="text-xl md:text-2xl opacity-90">全球智能手机市场进入"AI定义终端"的拐点期</p>
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<div class="mt-8 flex flex-wrap gap-4">
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm">政策补贴</span>
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm">技术升级</span>
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm">端侧大模型</span>
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<span class="bg-white bg-opacity-20 px-4 py-2 rounded-full text-sm">AI芯片</span>
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</div>
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</div>
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</div>
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<!-- 内容区域 -->
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<div class="max-w-6xl mx-auto px-4 py-12">
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8 mb-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-blue-50 p-6 rounded-lg">
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<h3 class="font-semibold text-blue-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">政策驱动的AI手机消费正处于"补贴催化需求+技术验证场景"的加速期，2025年或为渗透率突破30%的关键年。</p>
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</div>
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<div class="bg-green-50 p-6 rounded-lg">
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<h3 class="font-semibold text-green-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700">政策补贴降低换机门槛（单台补贴500-1500元）叠加端侧AI技术成熟（70亿参数大模型本地运行），形成"量价齐升"闭环。</p>
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</div>
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<div class="bg-purple-50 p-6 rounded-lg">
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<h3 class="font-semibold text-purple-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">IDC预测2028年全球AI手机渗透率将达70%（2025年仅32%），中国市场或提前1年达标。</p>
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</div>
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</div>
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</div>
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<!-- 时间轴 -->
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8 mb-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-clock text-blue-500 mr-3"></i>关键时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-8">
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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-gray-800">2024年7月</h3>
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<p class="text-gray-600">国家发改委首次将手机纳入以旧换新补贴范围（单台补贴≤500元）</p>
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</div>
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</div>
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<div class="relative mb-8">
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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-gray-800">2024年11月</h3>
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<p class="text-gray-600">江苏、贵州等省份率先落地15%手机专项补贴，线下销量激增</p>
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</div>
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</div>
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<div class="relative mb-8">
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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-gray-800">2025年1月</h3>
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<p class="text-gray-600">天猫上线国家补贴专区，覆盖手机/平板/手表三大品类，不以旧换新为前提</p>
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</div>
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</div>
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<div class="relative mb-8">
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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-gray-800">2025年3月</h3>
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<p class="text-gray-600">T-Mobile宣布2026年推出Perplexity AI手机（售价<1000美元），谷歌/苹果同步迭代AI系统</p>
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</div>
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</div>
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<div class="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-gray-800">2025年Q1</h3>
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<p class="text-gray-600">中国AI手机出货量达7090万部（同比+5%），小米/华为市占率合计超35%</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8 mb-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-red-500 mr-3"></i>核心驱动力分析
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">政策杠杆效应</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-100 p-2 rounded-lg mr-3">
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<i class="fas fa-coins text-blue-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">国家补贴</h4>
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<p class="text-gray-600 text-sm">2025年中央财政安排1200-1800亿元专项预算（按3亿台销量测算），直接拉动中低端机型（3000元以下）销量</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-100 p-2 rounded-lg mr-3">
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<i class="fas fa-chart-line text-green-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">地方加码</h4>
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<p class="text-gray-600 text-sm">江苏/贵州等地补贴比例达15-20%，线下渠道反馈"补贴机型销量占比超60%"（华泰电子路演数据）</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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<div>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">技术临界点突破</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-purple-100 p-2 rounded-lg mr-3">
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<i class="fas fa-microchip text-purple-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">芯片</h4>
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<p class="text-gray-600 text-sm">高通骁龙8 Gen4、苹果A18 Pro均支持100亿参数端侧模型，算力成本下降70%（国君电子测算）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-yellow-100 p-2 rounded-lg mr-3">
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<i class="fas fa-memory text-yellow-600"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">内存</h4>
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<p class="text-gray-600 text-sm">16GB LPDDR5X成标配，单机DRAM价值量提升30%（美光UFS 4.0方案）</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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</div>
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</div>
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<!-- 产业链分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8 mb-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i>产业链与核心公司
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</h2>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-4 py-3 text-left font-semibold text-gray-700">公司</th>
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<th class="px-4 py-3 text-left font-semibold text-gray-700">角色</th>
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<th class="px-4 py-3 text-left font-semibold text-gray-700">核心逻辑</th>
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<th class="px-4 py-3 text-left font-semibold text-gray-700">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">
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<td class="px-4 py-3 font-medium">立讯精密</td>
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<td class="px-4 py-3">苹果组装龙头</td>
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<td class="px-4 py-3">iPhone 17 AI升级+份额提升至30%</td>
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<td class="px-4 py-3">苹果砍单风险</td>
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</tr>
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<tr class="border-b bg-gray-50">
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<td class="px-4 py-3 font-medium">小米集团</td>
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<td class="px-4 py-3">安卓AI先锋</td>
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<td class="px-4 py-3">自研MiMo大模型+中国市占率19%</td>
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<td class="px-4 py-3">高端化不及预期</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-3 font-medium">韦尔股份</td>
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<td class="px-4 py-3">CIS传感器</td>
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<td class="px-4 py-3">5000万像素以上产品占比60%</td>
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<td class="px-4 py-3">安卓库存压力</td>
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</tr>
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<tr class="border-b bg-gray-50">
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<td class="px-4 py-3 font-medium">中石科技</td>
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<td class="px-4 py-3">散热材料</td>
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<td class="px-4 py-3">苹果石墨散热独家供应商</td>
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<td class="px-4 py-3">技术路线被石墨烯替代</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 投资启示 -->
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<div class="bg-gradient-to-r from-blue-600 to-purple-600 text-white rounded-xl card-shadow p-6 md:p-8 mb-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 flex items-center">
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<i class="fas fa-chart-pie text-yellow-300 mr-3"></i>投资启示
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-3">投资方向</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-300 mt-1 mr-2"></i>
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<span><strong>最确定赛道</strong>：散热材料（中石科技）——AI手机功耗刚需，技术壁垒高</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-300 mt-1 mr-2"></i>
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<span><strong>弹性最大</strong>：小米产业链（力芯微/贝隆精密）——补贴+高端化双重催化</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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<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
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<span>月度补贴销量占比（需>30%验证政策有效性）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
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<span>16GB内存机型渗透率（2025Q3需达50%）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-yellow-300 mt-1 mr-2"></i>
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<span>苹果AI功能用户留存率（需>60%避免"噱头"标签）</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 class="mt-6 p-4 bg-white bg-opacity-20 rounded-lg">
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<p class="text-lg font-medium">一句话总结：政策补贴是短期油门，AI技术成熟度是长期引擎，2025年Q3将是验证"真需求"还是"伪概念"的分水岭。</p>
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</div>
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</div>
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<!-- 关联股票数据 -->
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<div class="bg-white rounded-xl card-shadow p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-table text-green-500 mr-3"></i>关联股票数据
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</h2>
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<!-- AI手机概念 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">AI手机(240305)</h3>
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<div class="table-container">
|
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<table class="w-full text-sm">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-4 py-3 text-left font-semibold text-gray-700">股票名称</th>
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<th class="px-4 py-3 text-left font-semibold text-gray-700">关联厂商/领域</th>
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<th class="px-4 py-3 text-left font-semibold text-gray-700">关联原因</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b">
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<td class="px-4 py-3 font-medium">福蓉科技</td>
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<td class="px-4 py-3">三星</td>
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<td class="px-4 py-3">三星S24系列搭载AI功能销售破记录，参与三星手机供应链</td>
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</tr>
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<tr class="border-b bg-gray-50">
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<td class="px-4 py-3 font-medium">力芯微</td>
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<td class="px-4 py-3">三星</td>
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<td class="px-4 py-3">三星S24系列搭载AI功能销售破记录，参与三星手机供应链</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-3 font-medium">贝隆精密</td>
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<td class="px-4 py-3">三星</td>
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<td class="px-4 py-3">三星S24系列搭载AI功能销售破记录，参与三星手机供应链</td>
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</tr>
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<tr class="border-b bg-gray-50">
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<td class="px-4 py-3 font-medium">道明光学</td>
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<td class="px-4 py-3">OPPO</td>
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<td class="px-4 py-3">OPPO在2024世界移动通信大会展示主打AI功能的新款手机</td>
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</tr>
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<tr class="border-b">
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<td class="px-4 py-3 font-medium">新纶新材</td>
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<td class="px-4 py-3">OPPO</td>
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<td class="px-4 py-3">OPPO在2024世界移动通信大会展示主打AI功能的新款手机</td>
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</tr>
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<tr class="border-b bg-gray-50">
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<td class="px-4 py-3 font-medium">诚迈科技</td>
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<td class="px-4 py-3">荣耀</td>
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<td class="px-4 py-3">荣耀在2024世界移动通信大会展示主打AI功能的新款手机</td>
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</tr>
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<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">传音控股</td>
|
||
<td class="px-4 py-3">国内手机</td>
|
||
<td class="px-4 py-3">国内手机厂商加速AI功能布局</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">中石科技</td>
|
||
<td class="px-4 py-3">苹果手机</td>
|
||
<td class="px-4 py-3">苹果加码生成式AI研发，参与苹果手机供应链</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">智信精密</td>
|
||
<td class="px-4 py-3">苹果手机</td>
|
||
<td class="px-4 py-3">苹果加码生成式AI研发，参与苹果手机供应链</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">凯格精机</td>
|
||
<td class="px-4 py-3">苹果手机</td>
|
||
<td class="px-4 py-3">苹果加码生成式AI研发，参与苹果手机供应链</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">每日互动</td>
|
||
<td class="px-4 py-3">手机数据</td>
|
||
<td class="px-4 py-3">手机数据服务相关</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">美格智能</td>
|
||
<td class="px-4 py-3">手机配件/硬件</td>
|
||
<td class="px-4 py-3">手机硬件供应链企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">中京电子</td>
|
||
<td class="px-4 py-3">手机配件/硬件</td>
|
||
<td class="px-4 py-3">手机硬件供应链企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">杰美特</td>
|
||
<td class="px-4 py-3">手机配件/硬件</td>
|
||
<td class="px-4 py-3">手机硬件供应链企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">希荻微</td>
|
||
<td class="px-4 py-3">手机配件/硬件</td>
|
||
<td class="px-4 py-3">手机硬件供应链企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">卓翼科技</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">光弘科技</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">华勤技术</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">龙旗科技</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">闻泰科技</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">蓝思科技</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">福日电子</td>
|
||
<td class="px-4 py-3">手机代工</td>
|
||
<td class="px-4 py-3">手机ODM/代工企业</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">立讯精密</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">歌尔股份</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">佳禾智能</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">朝阳科技</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">华勤技术</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备供应链企业</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">瀛通通讯</td>
|
||
<td class="px-4 py-3">无线耳机</td>
|
||
<td class="px-4 py-3">智能穿戴设备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">奋达科技</td>
|
||
<td class="px-4 py-3">智能音箱</td>
|
||
<td class="px-4 py-3">智能音箱设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">漫步者</td>
|
||
<td class="px-4 py-3">智能音箱</td>
|
||
<td class="px-4 py-3">智能音箱设备供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium">惠威科技</td>
|
||
<td class="px-4 py-3">智能音箱</td>
|
||
<td class="px-4 py-3">智能音箱设备供应商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 手机补贴概念 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">手机补贴(241211)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="px-4 py-3 text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="px-4 py-3 text-left font-semibold text-gray-700">行业/客户/项目</th>
|
||
<th class="px-4 py-3 text-left font-semibold text-gray-700">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">胜利精密</td>
|
||
<td class="px-4 py-3">消费电子、精密结构制造<br>客户：小米、华为</td>
|
||
<td class="px-4 py-3">主营业务为电子功能件及结构件，服务于3C消费电子行业龙头客户，如小米、华为</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">冠捷科技</td>
|
||
<td class="px-4 py-3">智能显示终端、消费电子<br>项目：代工小米手机<br>品牌：AGON、飞利浦</td>
|
||
<td class="px-4 py-3">专注智能显示终端业务，为小米代工，旗下拥有高端电竞显示器品牌AGON和飞利浦</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">鑫科材料</td>
|
||
<td class="px-4 py-3">消费电子、新能源汽车、集成电路<br>产品：汽车连接器、消费电子连接器</td>
|
||
<td class="px-4 py-3">产品广泛应用于集成电路、消费电子、新能源汽车等领域，连接器为主要销售方向</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">普路通</td>
|
||
<td class="px-4 py-3">回收行业、循环经济<br>合作伙伴：阿里巴巴、闲鱼</td>
|
||
<td class="px-4 py-3">参股回收龙头企业，背靠阿里巴巴和闲鱼战略合作，布局电子产品回收业务</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">天键股份</td>
|
||
<td class="px-4 py-3">消费电子、AI耳机<br>客户：小米、苹果</td>
|
||
<td class="px-4 py-3">积极对接小米、苹果的AI耳机业务，属于智能硬件产业链环节</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">百邦科技</td>
|
||
<td class="px-4 py-3">手机售后服务</td>
|
||
<td class="px-4 py-3">主营业务为手机售后维修服务，直接关联消费电子产业链下游</td>
|
||
</tr>
|
||
<tr class="border-b">
|
||
<td class="px-4 py-3 font-medium">天音控股</td>
|
||
<td class="px-4 py-3">消费电子渠道<br>客户：华为、荣耀、苹果<br>参股公司：荣耀<br>项目：子公司发布AIPC产品</td>
|
||
<td class="px-4 py-3">华为、荣耀、苹果的重要渠道商，参股荣耀并布局AI终端产品（如AIPC）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-50">
|
||
<td class="px-4 py-3 font-medium">爱施德</td>
|
||
<td class="px-4 py-3">消费电子渠道<br>客户：荣耀、苹果<br>参股公司：荣耀</td>
|
||
<td class="px-4 py-3">荣耀、苹果核心渠道商，深度参与品牌分销与零售环节</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium">龙旗科技</td>
|
||
<td class="px-4 py-3">消费电子代工、ODM<br>客户：小米、三星电子、联想、荣耀</td>
|
||
<td class="px-4 py-3">代工客户覆盖主流手机品牌，属于消费电子产业链上游制造环节</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 脚本 -->
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
|
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tsParticles.load("particles-js", {
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particles: {
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|
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</body>
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``` |