498 lines
27 KiB
HTML
498 lines
27 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>服务器零部件行业洞察</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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<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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
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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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}
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.timeline-item {
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position: relative;
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padding-left: 2rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0.5rem;
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width: 0.75rem;
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height: 0.75rem;
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border-radius: 50%;
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background-color: #3b82f6;
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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left: 0.35rem;
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top: 1.25rem;
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width: 0.125rem;
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height: calc(100% - 0.75rem);
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background-color: #e5e7eb;
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}
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.timeline-item:last-child::after {
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display: none;
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.gradient-bg {
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background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 50%, #3b82f6 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.85);
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backdrop-filter: blur(10px);
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-webkit-backdrop-filter: blur(10px);
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}
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@media (max-width: 768px) {
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.timeline-item {
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padding-left: 1.5rem;
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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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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">服务器零部件行业洞察</h1>
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<div class="w-24 h-1 bg-blue-600 mx-auto mb-6"></div>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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深度解析服务器零部件产业链，把握"技术升级+国产替代+需求爆发"三重共振下的投资机遇
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history text-blue-600 mr-3"></i>概念事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-800 mb-1">2024年8月</h3>
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<p class="text-gray-700">中信电子发布半导体陶瓷零部件深度报告，指出<strong class="text-blue-700">高端陶瓷加热器/静电卡盘国产化率不足10%</strong>，美日垄断严重，国产替代加速</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-800 mb-1">2024年12月</h3>
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<p class="text-gray-700">中信证券AI服务器电源专题路演提出，<strong class="text-blue-700">2026年AC/DC电源市场空间将达412亿元</strong>（三年增长10倍），碳化硅/氮化镓技术升级驱动价值量提升</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-800 mb-1">2025年2月</h3>
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<p class="text-gray-700">华为昇腾服务器出货预期<strong class="text-blue-700">2025年达500-600亿，2026年翻倍至1000亿</strong>（910C量产催化），鲲鹏服务器信创份额维持50%</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-blue-50 rounded-lg p-4">
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<h3 class="font-semibold text-blue-800 mb-1">2025年8月</h3>
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<p class="text-gray-700">精研科技拟募资5.8亿元投向<strong class="text-blue-700">数据服务器精密MIM零部件</strong>项目，直接绑定服务器结构件需求</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl 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="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-xl p-6 border-l-4 border-blue-600">
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<p class="text-lg text-gray-800 leading-relaxed">
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服务器零部件正处于<strong class="text-blue-700">"技术升级+国产替代+需求爆发"三重共振阶段</strong>：
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</p>
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<ul class="mt-4 space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-blue-600 mt-1 mr-2"></i>
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<span><strong class="text-blue-700">短期</strong>（2025-2026）：AI服务器电源、液冷散热、高端陶瓷零部件的订单落地将验证商业化拐点</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-blue-600 mt-1 mr-2"></i>
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<span><strong class="text-blue-700">长期</strong>：碳化硅/GaN技术渗透、半导体陶瓷国产化、MIM工艺降本将推动<strong class="text-blue-700">千亿级市场空间</strong>（存量500万台机柜改造+新增智算中心需求）</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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<!-- 核心逻辑与市场认知 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="glass-effect rounded-2xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-cogs text-green-600 mr-3"></i>核心驱动力
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</h2>
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<div class="space-y-4">
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-800 mb-2">技术迭代</h3>
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<ul class="space-y-2 text-gray-700">
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<li>• <strong>功率密度跃升</strong>：英伟达B200单卡功耗达<strong class="text-green-700">2700W</strong>，液冷成为刚需</li>
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<li>• <strong>材料升级</strong>：服务器电源从硅基转向<strong class="text-green-700">碳化硅/氮化镓</strong>，单瓦价值量从0.8元提升至2.5元</li>
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</ul>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-800 mb-2">政策强制</h3>
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<p class="text-gray-700">中国数据中心PUE限制（北京/上海要求≤1.3），<strong class="text-green-700">500万台存量机柜需改造</strong></p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h3 class="font-semibold text-green-800 mb-2">供应链重构</h3>
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<p class="text-gray-700">美国限制高端芯片出口，<strong class="text-green-700">华为昇腾/寒武纪</strong>等国产芯片配套零部件需求激增</p>
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</div>
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</div>
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</div>
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<div class="glass-effect rounded-2xl shadow-lg p-6 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-exclamation-triangle text-orange-500 mr-3"></i>市场认知偏差
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</h2>
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<div class="space-y-4">
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<div class="bg-orange-50 rounded-lg p-4">
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<h3 class="font-semibold text-orange-800 mb-2">高估短期业绩</h3>
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<p class="text-gray-700">市场普遍预期2025年液冷设备厂商将爆发，但路演显示<strong class="text-orange-700">服务器厂商自研液冷方案毛利率超60%</strong>，第三方厂商可能被挤压</p>
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</div>
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<div class="bg-orange-50 rounded-lg p-4">
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<h3 class="font-semibold text-orange-800 mb-2">低估陶瓷零部件壁垒</h3>
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<p class="text-gray-700">高端陶瓷加热器（如静电卡盘）<strong class="text-orange-700">国产化率不足10%</strong>，但技术验证周期长，短期难放量</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket text-purple-600 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-purple-700 mb-4">近期催化剂（2025Q1-Q3）</h3>
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<div class="space-y-3">
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<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-600">
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<h4 class="font-semibold text-purple-800 mb-1">华为910C量产</h4>
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<p class="text-gray-700 text-sm">若2025年Q2如期出货，将直接拉动<strong class="text-purple-700">昇腾服务器电源</strong>和<strong class="text-purple-700">陶瓷基板</strong>需求</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-600">
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<h4 class="font-semibold text-purple-800 mb-1">精研科技MIM项目投产</h4>
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<p class="text-gray-700 text-sm">5.8亿元募资项目2025年Q3落地，<strong class="text-purple-700">服务器结构件</strong>订单或超预期</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 text-purple-700 mb-4">长期里程碑（2025-2027）</h3>
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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-purple-100">
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<th class="text-left p-2 text-purple-800">阶段</th>
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<th class="text-left p-2 text-purple-800">关键事件</th>
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<th class="text-left p-2 text-purple-800">市场空间触发点</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-purple-100">
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<td class="p-2 font-medium">2025H2</td>
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<td class="p-2">碳化硅电源模块渗透率超50%</td>
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<td class="p-2">单瓦价值量提升至2元+</td>
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</tr>
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<tr class="border-b border-purple-100">
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<td class="p-2 font-medium">2026</td>
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<td class="p-2">国产陶瓷零部件通过晶圆厂认证</td>
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<td class="p-2">70亿高端市场替代10%→30%</td>
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</tr>
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<tr>
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<td class="p-2 font-medium">2027</td>
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<td class="p-2">液冷改造完成80%存量机柜</td>
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<td class="p-2">2000亿改造市场释放</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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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-sitemap text-indigo-600 mr-3"></i>产业链与核心公司
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold text-indigo-700 mb-3">产业链图谱</h3>
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="flex flex-wrap items-center justify-center gap-2 md:gap-4 text-sm md:text-base">
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<span class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full font-medium">上游材料</span>
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<i class="fas fa-arrow-right text-indigo-600"></i>
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<span class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full font-medium">中游零部件</span>
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<i class="fas fa-arrow-right text-indigo-600"></i>
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<span class="bg-indigo-100 text-indigo-800 px-3 py-1 rounded-full font-medium">下游服务器/数据中心</span>
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</div>
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<div class="mt-4 grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="bg-white rounded-lg p-3">
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<p class="font-medium text-gray-700 mb-2">上游材料</p>
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<ul class="space-y-1 text-gray-600">
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<li>• 碳化硅衬底（天岳先进）</li>
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<li>• 陶瓷粉体（国瓷材料）</li>
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<li>• MIM粉末（精研科技）</li>
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</ul>
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</div>
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<div class="bg-white rounded-lg p-3">
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<p class="font-medium text-gray-700 mb-2">中游零部件</p>
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<ul class="space-y-1 text-gray-600">
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<li>• 电源模块（麦格米特/欧陆通）</li>
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<li>• 静电卡盘（未上市）</li>
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<li>• GPU支架/散热器</li>
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</ul>
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</div>
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<div class="bg-white rounded-lg p-3">
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<p class="font-medium text-gray-700 mb-2">下游应用</p>
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<ul class="space-y-1 text-gray-600">
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<li>• 浪潮/华为</li>
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<li>• 中芯国际</li>
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<li>• 英伟达代工厂</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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<div>
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<h3 class="text-lg font-semibold text-indigo-700 mb-3">核心玩家对比</h3>
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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-indigo-100">
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<th class="text-left p-3 text-indigo-800">公司</th>
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<th class="text-left p-3 text-indigo-800">环节</th>
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<th class="text-left p-3 text-indigo-800">优势</th>
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<th class="text-left p-3 text-indigo-800">风险</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-indigo-100">
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<td class="p-3 font-medium">麦格米特</td>
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<td class="p-3">电源模块</td>
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<td class="p-3"><strong class="text-indigo-700">已进入英伟达供应链</strong>，2026年电源利润或达8.2亿</td>
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<td class="p-3">台系厂商价格战压制毛利率</td>
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</tr>
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<tr class="border-b border-indigo-100">
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<td class="p-3 font-medium">精研科技</td>
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<td class="p-3">MIM结构件</td>
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<td class="p-3"><strong class="text-indigo-700">绑定华为/英伟达</strong>，5.8亿元扩产服务器专用件</td>
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<td class="p-3">MIM工艺良率低于传统CNC加工</td>
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</tr>
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<tr class="border-b border-indigo-100">
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<td class="p-3 font-medium">英维克</td>
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<td class="p-3">液冷散热</td>
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<td class="p-3">数据中心温控龙头</td>
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<td class="p-3"><strong class="text-indigo-700">服务器厂商自研挤压份额</strong></td>
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</tr>
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<tr>
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<td class="p-3 font-medium">国瓷材料</td>
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<td class="p-3">陶瓷粉体</td>
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<td class="p-3">高端陶瓷粉体国产替代</td>
|
||
<td class="p-3"><strong class="text-indigo-700">未明确下游认证进度</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-shield-alt text-red-600 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-600">
|
||
<h3 class="font-semibold text-red-800 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">碳化硅电源模块良率不足（当前仅50%），导致成本居高不下</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-600">
|
||
<h3 class="font-semibold text-red-800 mb-2">商业化风险</h3>
|
||
<p class="text-gray-700">陶瓷零部件需通过<strong class="text-red-700">台积电5nm产线验证</strong>，周期可能延至2026年后</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-600">
|
||
<h3 class="font-semibold text-red-800 mb-2">政策风险</h3>
|
||
<p class="text-gray-700">美国若进一步限制<strong class="text-red-700">半导体设备零部件出口</strong>，国产替代逻辑或受阻</p>
|
||
</div>
|
||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-600">
|
||
<h3 class="font-semibold text-red-800 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700">浙商证券预测2026年AI服务器市场160亿美元，但民生电子路演称<strong class="text-red-700">"AI服务器PCB出货量仅几千台"</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="glass-effect rounded-2xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-teal-600 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="bg-gradient-to-r from-teal-50 to-cyan-50 rounded-xl p-6">
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold text-teal-800 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700">服务器零部件处于<strong class="text-teal-700">"主题向基本面过渡"</strong>阶段，<strong class="text-teal-700">2025年Q3订单验证</strong>是分水岭</p>
|
||
</div>
|
||
|
||
<div class="mb-4">
|
||
<h3 class="text-lg font-semibold text-teal-800 mb-2">高价值细分</h3>
|
||
<div class="space-y-2">
|
||
<div class="bg-white rounded-lg p-3 shadow-sm">
|
||
<span class="inline-block w-6 h-6 rounded-full bg-teal-600 text-white text-xs flex items-center justify-center mr-2">1</span>
|
||
<strong class="text-teal-700">电源模块</strong>（麦格米特）：技术壁垒高+英伟达认证稀缺，<strong class="text-teal-700">弹性最大</strong>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-3 shadow-sm">
|
||
<span class="inline-block w-6 h-6 rounded-full bg-teal-600 text-white text-xs flex items-center justify-center mr-2">2</span>
|
||
<strong class="text-teal-700">MIM结构件</strong>（精研科技）：绑定华为昇腾，<strong class="text-teal-700">国产替代最确定</strong>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-3 shadow-sm">
|
||
<span class="inline-block w-6 h-6 rounded-full bg-teal-600 text-white text-xs flex items-center justify-center mr-2">3</span>
|
||
<strong class="text-teal-700">陶瓷粉体</strong>（国瓷材料）：<strong class="text-teal-700">远期空间最大</strong>但需跟踪认证进度
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-teal-800 mb-2">关键跟踪指标</h3>
|
||
<ul class="space-y-1 text-gray-700">
|
||
<li>• <strong class="text-teal-700">华为910C服务器出货量</strong>（2025年Q2）</li>
|
||
<li>• <strong class="text-teal-700">精研科技MIM项目产能利用率</strong>（2025年Q3）</li>
|
||
<li>• <strong class="text-teal-700">碳化硅电源模块毛利率</strong>（麦格米特2025年中报）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="glass-effect rounded-2xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-600 mr-3"></i>关联股票
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="bg-blue-100">
|
||
<th class="text-left p-3 text-blue-800">股票名称</th>
|
||
<th class="text-left p-3 text-blue-800">行业</th>
|
||
<th class="text-left p-3 text-blue-800">产业链</th>
|
||
<th class="text-left p-3 text-blue-800">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 src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
links: {
|
||
color: "#93c5fd",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 80
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
||
detectRetina: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [{'服务器零部件(240301)': [{'stock': '海光信息', '行业': 'AI芯片', '产业链': '服务器上游芯片', 'reason': '公司主营AI芯片研发，属于服务器核心零部件供应商'}, {'stock': '寒武纪', '行业': 'AI芯片', '产业链': '服务器上游芯片', 'reason': '专注于AI芯片设计，为服务器提供智能算力'}, {'stock': '龙芯中科', '行业': 'AI芯片', '产业链': '服务器上游芯片', 'reason': '国产CPU龙头，产品应用于服务器领域'}, {'stock': '景嘉微', '行业': 'AI芯片', '产业链': '服务器上游芯片', 'reason': 'GPU芯片供应商，服务于服务器图形处理需求'}, {'stock': '沪电股份', '行业': '主板', '产业链': '服务器硬件制造', 'reason': 'PCB板龙头企业，为服务器提供核心主板'}, {'stock': '胜宏科技', '行业': '主板', '产业链': '服务器硬件制造', 'reason': '高端PCB供应商，产品应用于服务器主板'}, {'stock': '深南电路', '行业': '主板', '产业链': '服务器硬件制造', 'reason': '服务器用PCB主力供应商，具备高频高速板技术'}, {'stock': '生益科技', '行业': '主板', '产业链': '服务器硬件制造', 'reason': '覆铜板龙头，为服务器主板提供关键材料'}, {'stock': '中国长城', '行业': '电源', '产业链': '服务器配套设备', 'reason': '军工电子及电源设备供应商，产品涵盖服务器电源'}, {'stock': '欧陆通', '行业': '电源', '产业链': '服务器配套设备', 'reason': '服务器电源专业制造商，具备高效能电源技术'}, {'stock': '杰华特', '行业': '电源', '产业链': '服务器配套设备', 'reason': '电源管理芯片供应商，服务服务器电源系统'}, {'stock': '中际旭创', '行业': '光模块', '产业链': '服务器光通信', 'reason': '全球光模块龙头，为服务器提供高速光通信解决方案'}, {'stock': '新易盛', '行业': '光模块', '产业链': '服务器光通信', 'reason': '光模块主力供应商，产品应用于数据中心'}, {'stock': '光迅科技', '行业': '光模块', '产业链': '服务器光通信', 'reason': '光器件全产业链企业，覆盖服务器光模块'}, {'stock': '华工科技', '行业': '光模块', '产业链': '服务器光通信', 'reason': '光模块及激光设备供应商，服务数据中心'}, {'stock': '剑桥科技', '行业': '光模块', '产业链': '服务器光通信', 'reason': '光模块ODM厂商，产品应用于服务器互联'}, {'stock': '曙光数创', '行业': '散热', '产业链': '服务器温控系统', 'reason': '液冷技术领先企业，服务高端服务器散热'}, {'stock': '英维克', '行业': '散热', '产业链': '服务器温控系统', 'reason': '数据中心温控设备龙头，提供服务器散热方案'}, {'stock': '同飞股份', '行业': '散热', '产业链': '服务器温控系统', 'reason': '工业温控设备供应商，拓展服务器液冷业务'}, {'stock': '申菱环境', '行业': '散热', '产业链': '服务器温控系统', 'reason': '数据中心温控解决方案提供商'}, {'stock': '高澜股份', '行业': '散热', '产业链': '服务器温控系统', 'reason': '液冷技术企业，服务服务器散热需求'}, {'stock': '依米康', '行业': '散热', '产业链': '服务器温控系统', 'reason': '数据中心基础设施服务商，涵盖服务器散热'}, {'stock': '澜起科技', '行业': '内存', '产业链': '服务器存储', 'reason': '内存接口芯片龙头，服务服务器内存模组'}, {'stock': '聚辰股份', '行业': '内存', '产业链': '服务器存储', 'reason': '存储芯片供应商，产品应用于服务器内存'}, {'stock': '江波龙', '行业': '内存', '产业链': '服务器存储', 'reason': '存储产品企业，提供服务器用DRAM模组'}, {'stock': '兆易创新', '行业': '存储', '产业链': '服务器存储', 'reason': '存储芯片设计企业，产品涵盖服务器存储'}, {'stock': '佰维存储', '行业': '存储', '产业链': '服务器存储', 'reason': '存储模组厂商，服务服务器存储系统'}, {'stock': '朗科科技', '行业': '存储', '产业链': '服务器存储', 'reason': '存储设备供应商，产品应用于服务器存储'}, {'stock': '华丰科技', '行业': '连接器', '产业链': '服务器硬件连接', 'reason': '连接器专业制造商，服务服务器硬件互联'}, {'stock': '鼎通科技', '行业': '连接器', '产业链': '服务器硬件连接', 'reason': '通信连接器供应商，产品应用于服务器领域'}]}];
|
||
|
||
// 填充股票表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['服务器零部件(240301)'];
|
||
|
||
stocks.forEach((stock, index) => {
|
||
const row = document.createElement('tr');
|
||
row.className = index % 2 === 0 ? 'bg-white' : 'bg-blue-50';
|
||
|
||
row.innerHTML = `
|
||
<td class="p-3 font-medium">${stock.stock}</td>
|
||
<td class="p-3">${stock.行业}</td>
|
||
<td class="p-3">${stock.产业链}</td>
|
||
<td class="p-3">${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |