719 lines
36 KiB
HTML
719 lines
36 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>玻璃基板概念分析报告</title>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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}
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#particles-js {
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position: fixed;
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.table-container {
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.75rem;
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</style>
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</head>
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<body class="bg-gray-900 text-gray-100 min-h-screen">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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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">玻璃基板概念分析</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">
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从实验室概念到量产拐点，探索玻璃基板在AI算力芯片领域的革命性突破
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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="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">概念事件时间轴</h2>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-purple-300">时间</th>
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<th class="text-left py-3 px-4 text-purple-300">事件</th>
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<th class="text-left py-3 px-4 text-purple-300">来源</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-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2024-05</td>
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<td class="py-3 px-4">Intel 宣布 2030 年量产玻璃基板，投资 <span class="text-yellow-400 font-bold">10 亿美元</span>建亚利桑那研发线</td>
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<td class="py-3 px-4 text-gray-400">路演 2024-06-04</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2024-09</td>
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<td class="py-3 px-4">彩虹股份咸阳 <span class="text-yellow-400 font-bold">8.5+代线第4条窑炉点火</span>，年产 <span class="text-yellow-400 font-bold">582 万片</span></td>
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<td class="py-3 px-4 text-gray-400">路演 2025-03-15</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2024-11-29</td>
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<td class="py-3 px-4">日本 Ibiden 完成玻璃芯板样品并送样美国 AI 客户</td>
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<td class="py-3 px-4 text-gray-400">新闻</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2025-01-10</td>
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<td class="py-3 px-4">SKC 在 CES 2025 展出玻璃基板，黄仁勋确认 NV 将采用</td>
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<td class="py-3 px-4 text-gray-400">新闻</td>
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</tr>
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<tr class="hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2025-04-09</td>
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<td class="py-3 px-4">沃格光电 <span class="text-yellow-400 font-bold">6.28 亿元 AMOLED 玻璃基项目</span>成都奠基</td>
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<td class="py-3 px-4 text-gray-400">新闻</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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<!-- 核心观点摘要 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">核心观点摘要</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="text-purple-400 mb-3">
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<i class="fas fa-chart-line text-3xl"></i>
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</div>
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<h3 class="text-lg font-bold mb-2">阶段判断</h3>
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<p class="text-gray-300">
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玻璃基板已从"实验室概念"进入"小批量验证+产能落地"阶段，<span class="text-yellow-400 font-bold">2025-2026 年为量产拐点</span>
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</p>
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</div>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="text-purple-400 mb-3">
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<i class="fas fa-rocket text-3xl"></i>
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</div>
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<h3 class="text-lg font-bold mb-2">核心驱动力</h3>
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<p class="text-gray-300">
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AI 算力芯片对<span class="text-yellow-400 font-bold">更高互连密度、更低介电损耗、更大封装尺寸</span>的刚性需求，叠加美国对华先进制程封锁倒逼国产先进封装加速
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</p>
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</div>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="text-purple-400 mb-3">
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<i class="fas fa-dollar-sign text-3xl"></i>
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</div>
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<h3 class="text-lg font-bold mb-2">未来潜力</h3>
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<p class="text-gray-300">
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若 2030 年玻璃基板在先进封装渗透率 20%，对应<span class="text-yellow-400 font-bold">>100 亿美元</span>新增市场；国产替代空间>70%
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</p>
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</div>
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</div>
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</div>
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<!-- 概念核心逻辑与市场认知 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">概念核心逻辑与市场认知</h2>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-purple-300">维度</th>
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<th class="text-left py-3 px-4 text-purple-300">内容</th>
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<th class="text-left py-3 px-4 text-purple-300">数据/来源</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-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">根本逻辑</td>
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<td class="py-3 px-4">
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摩尔定律放缓→封装成为性能提升主战场；玻璃基板在<span class="text-yellow-400 font-bold">CTE、介电常数、平整度</span>三指标全面优于 ABF/硅中介层
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</td>
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<td class="py-3 px-4 text-gray-400">路演 2024-12-12</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">市场热度</td>
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<td class="py-3 px-4">
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2024Q4 以来<span class="text-yellow-400 font-bold">7 份深度研报+5 场路演</span>集中覆盖；Wind 玻璃基板指数 3 个月涨幅 <span class="text-yellow-400 font-bold">+38%</span>
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</td>
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<td class="py-3 px-4 text-gray-400">Wind</td>
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</tr>
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<tr class="hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">预期差</td>
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<td class="py-3 px-4">
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市场普遍关注"技术可行性"，却低估<span class="text-yellow-400 font-bold">成本下降曲线</span>：SKC 披露玻璃基板已使 AI 服务器<span class="text-yellow-400 font-bold">功耗-50%、面积-40%</span>，成本拐点或提前至 <span class="text-yellow-400 font-bold">2025H2</span>
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</td>
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<td class="py-3 px-4 text-gray-400">新闻 2025-01-10</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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<!-- 催化剂与发展路径 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">催化剂与发展路径</h2>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-purple-300">时间窗口</th>
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<th class="text-left py-3 px-4 text-purple-300">催化剂</th>
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<th class="text-left py-3 px-4 text-purple-300">影响标的</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-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2024Q4-2025Q1</td>
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<td class="py-3 px-4">彩虹股份咸阳 8.5+代线良率爬坡至 <span class="text-yellow-400 font-bold">>60%</span></td>
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<td class="py-3 px-4 text-green-400">彩虹股份</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2025Q2</td>
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<td class="py-3 px-4">沃格光电 <span class="text-yellow-400 font-bold">10 万平 TGV 载板</span>一期量产</td>
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<td class="py-3 px-4 text-green-400">沃格光电</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2025Q3</td>
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<td class="py-3 px-4">NV GB200 玻璃基板版本<span class="text-yellow-400 font-bold">小批量出货</span></td>
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<td class="py-3 px-4 text-green-400">SKC 供应链</td>
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</tr>
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<tr class="hover:bg-gray-800/50">
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<td class="py-3 px-4 font-semibold text-blue-300">2026</td>
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<td class="py-3 px-4">Intel <span class="text-yellow-400 font-bold">1 万亿晶体管</span>封装量产</td>
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<td class="py-3 px-4 text-green-400">全球产业链</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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<!-- 产业链与核心公司 -->
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<div class="mb-12">
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<h2 class="text-2xl font-bold mb-6 text-purple-400">产业链与核心公司</h2>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-blue-300">产业链图谱</h3>
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<div class="glass-effect rounded-xl p-6 card-hover">
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<div class="flex flex-wrap items-center justify-center gap-4 text-center">
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<div class="bg-blue-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">上游</div>
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<div class="font-semibold">高纯石英砂（天马新材）</div>
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</div>
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<div class="text-2xl">→</div>
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<div class="bg-blue-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">玻璃熔融</div>
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<div class="font-semibold">康宁/彩虹</div>
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</div>
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<div class="text-2xl">→</div>
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<div class="bg-blue-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">TGV设备</div>
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<div class="font-semibold">帝尔/大族</div>
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</div>
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<div class="text-2xl">→</div>
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<div class="bg-purple-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">中游</div>
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<div class="font-semibold">玻璃基板（沃格/彩虹）</div>
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</div>
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<div class="text-2xl">→</div>
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<div class="bg-purple-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">封装载板</div>
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||
<div class="font-semibold">兴森/深南</div>
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</div>
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||
<div class="text-2xl">→</div>
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<div class="bg-green-900/50 px-4 py-2 rounded-lg">
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<div class="text-sm text-gray-400">下游</div>
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<div class="font-semibold">AI芯片（NV/AMD）</div>
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||
</div>
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||
<div class="text-2xl">|</div>
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||
<div class="bg-green-900/50 px-4 py-2 rounded-lg">
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||
<div class="text-sm text-gray-400">Mini/Micro LED</div>
|
||
<div class="font-semibold">京东方/雷曼</div>
|
||
</div>
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||
</div>
|
||
</div>
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||
</div>
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||
|
||
<!-- 核心玩家对比 -->
|
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<div>
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||
<h3 class="text-xl font-bold mb-4 text-blue-300">核心玩家对比</h3>
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||
<div class="glass-effect rounded-xl p-6 card-hover">
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||
<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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||
<tr class="border-b border-gray-700">
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||
<th class="text-left py-3 px-4 text-purple-300">公司</th>
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||
<th class="text-left py-3 px-4 text-purple-300">角色</th>
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||
<th class="text-left py-3 px-4 text-purple-300">进展</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">风险</th>
|
||
</tr>
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||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沃格光电</td>
|
||
<td class="py-3 px-4">TGV 龙头</td>
|
||
<td class="py-3 px-4"><span class="text-yellow-400 font-bold">10μm 孔径+70:1 深径比</span>已量产；绑定华为/京东方</td>
|
||
<td class="py-3 px-4 text-red-400">良率 <span class="font-bold"><50%</span>（路演 2024-05-19）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">彩虹股份</td>
|
||
<td class="py-3 px-4">国产 8.5+代唯一量产</td>
|
||
<td class="py-3 px-4"><span class="text-yellow-400 font-bold">582 万片/年</span>产能 2025 释放；毛利率 <span class="text-yellow-400 font-bold">21%→35%</span></td>
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<td class="py-3 px-4 text-red-400">折旧压力大（单线投资 <span class="font-bold">11-12 亿元</span>）</td>
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</tr>
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<tr class="border-b border-gray-800 hover:bg-gray-800/50">
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||
<td class="py-3 px-4 font-semibold text-blue-300">帝尔激光</td>
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<td class="py-3 px-4">TGV 设备</td>
|
||
<td class="py-3 px-4"><span class="text-yellow-400 font-bold">50:1 深径比</span>设备已出货；绑定 7 家客户</td>
|
||
<td class="py-3 px-4 text-red-400">20μm 以下孔径仍依赖进口激光器</td>
|
||
</tr>
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||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">兴森科技</td>
|
||
<td class="py-3 px-4">ABF+玻璃双路线</td>
|
||
<td class="py-3 px-4">玻璃基板样品通过 <span class="text-yellow-400 font-bold">10 家客户</span>验证</td>
|
||
<td class="py-3 px-4 text-red-400">传统 ABF 业务可能被玻璃替代</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400">潜在风险与挑战</h2>
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-purple-300">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">具体表现</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">验证指标</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">技术瓶颈</td>
|
||
<td class="py-3 px-4">TGV 孔径 <span class="text-yellow-400 font-bold"><10μm</span> 时良率骤降</td>
|
||
<td class="py-3 px-4 text-gray-400">沃格光电 2025Q1 良率数据</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">商业化</td>
|
||
<td class="py-3 px-4">当前成本为 ABF <span class="text-yellow-400 font-bold">3-5 倍</span></td>
|
||
<td class="py-3 px-4 text-gray-400">SKC 2025 年成本曲线</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">政策</td>
|
||
<td class="py-3 px-4">美国 337 调查已针对<span class="text-yellow-400 font-bold">显示用玻璃基板</span></td>
|
||
<td class="py-3 px-4 text-gray-400">ITC 2025 年裁决结果</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">信息矛盾</td>
|
||
<td class="py-3 px-4">彩虹宣称"<span class="text-yellow-400 font-bold">唯一 8.5 代量产</span>"，但东旭光电 2020 年已公告 G8.5 量产</td>
|
||
<td class="py-3 px-4 text-gray-400">需核实客户认证进度</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400">综合结论与投资启示</h2>
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-bold mb-3 text-blue-300">阶段判断</h3>
|
||
<p class="text-gray-300">
|
||
<span class="text-yellow-400 font-bold">主题炒作→基本面驱动过渡期</span>，2025 年订单落地将验证真伪。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-bold mb-3 text-blue-300">最具价值环节</h3>
|
||
<ol class="list-decimal list-inside space-y-2 text-gray-300">
|
||
<li>
|
||
<span class="text-yellow-400 font-bold">TGV 设备</span>（帝尔激光/大族激光）——技术壁垒最高，国产替代弹性最大
|
||
</li>
|
||
<li>
|
||
<span class="text-yellow-400 font-bold">8.5+代玻璃基板</span>（彩虹股份）——产能稀缺+国产替代，2025 年盈利拐点
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-bold mb-3 text-blue-300">关键跟踪指标</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li>
|
||
<span class="text-yellow-400 font-bold">彩虹股份 8.5+代线月度出货量</span>（目标 2025 年 40 万片/月）
|
||
</li>
|
||
<li>
|
||
<span class="text-yellow-400 font-bold">沃格光电 TGV 良率</span>（需从 40% 提升至 70% 才能盈亏平衡）
|
||
</li>
|
||
<li>
|
||
<span class="text-yellow-400 font-bold">NV GB200 玻璃基版本 BOM 成本占比</span>（若 <15% 则大规模替代启动）
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-red-900/30 border border-red-700 rounded-lg p-4">
|
||
<p class="text-red-300">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>
|
||
<strong>风险提示：</strong>若 2025H1 彩虹/沃格良率不及预期，或 Intel 量产推迟，板块可能面临 <span class="font-bold">30%+ 回撤</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 text-purple-400">关联股票数据</h2>
|
||
|
||
<!-- 玻璃基板(240517) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-blue-300">玻璃基板(240517)</h3>
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-purple-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">技术</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">涨幅</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">市值</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沃格光电</td>
|
||
<td class="py-3 px-4">TGV技术</td>
|
||
<td class="py-3 px-4">玻璃基金属化、铜通孔技术（TGV技术）</td>
|
||
<td class="py-3 px-4">CPO 2.5D/3D封装垂直封装载板interposer</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">10.01%</td>
|
||
<td class="py-3 px-4">29.73亿</td>
|
||
<td class="py-3 px-4">具备玻璃基金属化和铜通孔技术，应用于CPO封装的垂直封装载板interposer</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">五方光电</td>
|
||
<td class="py-3 px-4">新型显示面板生产</td>
|
||
<td class="py-3 px-4">整机模组一体化设计、玻璃基板制造</td>
|
||
<td class="py-3 px-4">显示面板产业链</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">10.03%</td>
|
||
<td class="py-3 px-4">28.87亿</td>
|
||
<td class="py-3 px-4">新型显示面板生产及玻璃基板制造关键技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">雷曼光电</td>
|
||
<td class="py-3 px-4">PM驱动结构+玻璃基板创新方案</td>
|
||
<td class="py-3 px-4">玻璃基板创新方案</td>
|
||
<td class="py-3 px-4">LED显示</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">20.04%</td>
|
||
<td class="py-3 px-4">13.55亿</td>
|
||
<td class="py-3 px-4">与合作伙伴推出PM驱动结构+玻璃基板创新方案</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">三超新材</td>
|
||
<td class="py-3 px-4">倒角（边）砂轮</td>
|
||
<td class="py-3 px-4">基板倒边工艺</td>
|
||
<td class="py-3 px-4">玻璃基板加工设备</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">20.00%</td>
|
||
<td class="py-3 px-4">13.95亿</td>
|
||
<td class="py-3 px-4">倒角砂轮用于玻璃基板倒边工艺</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">德龙激光</td>
|
||
<td class="py-3 px-4">异形切割激光加工设备</td>
|
||
<td class="py-3 px-4">玻璃基板异形切割</td>
|
||
<td class="py-3 px-4">激光加工设备</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">17.89%</td>
|
||
<td class="py-3 px-4">20.10亿</td>
|
||
<td class="py-3 px-4">具备玻璃基板异形切割的激光加工设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">阿石创</td>
|
||
<td class="py-3 px-4">铝钕合金（Al-Nd）靶材</td>
|
||
<td class="py-3 px-4">电极层镀膜应用</td>
|
||
<td class="py-3 px-4">玻璃基板电极层材料</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">14.08%</td>
|
||
<td class="py-3 px-4">16.34亿</td>
|
||
<td class="py-3 px-4">铝钕合金靶材用于玻璃基板电极层镀膜</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">帝尔激光</td>
|
||
<td class="py-3 px-4">TGV激光微孔设备</td>
|
||
<td class="py-3 px-4">IGBT激光退火、晶圆激光隐切</td>
|
||
<td class="py-3 px-4">半导体封装设备</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">13.00%</td>
|
||
<td class="py-3 px-4">64.91亿</td>
|
||
<td class="py-3 px-4">TGV激光微孔设备已实现小批量订单</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">天承科技</td>
|
||
<td class="py-3 px-4">玻璃基板通孔填孔</td>
|
||
<td class="py-3 px-4">通孔填孔技术研发</td>
|
||
<td class="py-3 px-4">PCB产业链</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">11.70%</td>
|
||
<td class="py-3 px-4">6.47亿</td>
|
||
<td class="py-3 px-4">已储备玻璃基板通孔填孔技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">光力科技</td>
|
||
<td class="py-3 px-4">半导体切割划片机</td>
|
||
<td class="py-3 px-4">集成电路玻璃基板切割</td>
|
||
<td class="py-3 px-4">半导体设备</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">6.84%</td>
|
||
<td class="py-3 px-4">34.58亿</td>
|
||
<td class="py-3 px-4">半导体切割划片机应用于玻璃基板切割</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">安彩高科</td>
|
||
<td class="py-3 px-4">光热玻璃基板</td>
|
||
<td class="py-3 px-4">企业认证</td>
|
||
<td class="py-3 px-4">新能源</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">6.31%</td>
|
||
<td class="py-3 px-4">22.55亿</td>
|
||
<td class="py-3 px-4">获得国内多家企业光热玻璃基板认证</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">蓝特光学</td>
|
||
<td class="py-3 px-4">高精度晶圆</td>
|
||
<td class="py-3 px-4">定制化生产</td>
|
||
<td class="py-3 px-4">半导体、消费电子</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">3.94%</td>
|
||
<td class="py-3 px-4">34.27亿</td>
|
||
<td class="py-3 px-4">高精度晶圆已应用于半导体和消费电子领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">赛微电子</td>
|
||
<td class="py-3 px-4">MEMS工艺技术</td>
|
||
<td class="py-3 px-4">TSV、TGV、SilVia、MetVia、DRIE</td>
|
||
<td class="py-3 px-4">MEMS传感器</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">3.93%</td>
|
||
<td class="py-3 px-4">81.41亿</td>
|
||
<td class="py-3 px-4">覆盖MEMS领域的全面工艺技术储备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华映科技</td>
|
||
<td class="py-3 px-4">彩色滤光片玻璃基板</td>
|
||
<td class="py-3 px-4">有机发光二极管、3D显示</td>
|
||
<td class="py-3 px-4">新型显示器件</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">3.80%</td>
|
||
<td class="py-3 px-4">35.33亿</td>
|
||
<td class="py-3 px-4">生产彩色滤光片玻璃基板等新型显示器件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鸿利智汇</td>
|
||
<td class="py-3 px-4">玻璃基板芯片及制作方法</td>
|
||
<td class="py-3 px-4">专利技术</td>
|
||
<td class="py-3 px-4">LED封装</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">3.73%</td>
|
||
<td class="py-3 px-4">24.42亿</td>
|
||
<td class="py-3 px-4">拥有玻璃基板芯片及制作方法的专利</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金龙机电</td>
|
||
<td class="py-3 px-4">玻璃基板（硬）OLED显示产品</td>
|
||
<td class="py-3 px-4">智能穿戴应用</td>
|
||
<td class="py-3 px-4">OLED显示</td>
|
||
<td class="py-3 px-4 text-green-400 font-bold">3.62%</td>
|
||
<td class="py-3 px-4">24.95亿</td>
|
||
<td class="py-3 px-4">OLED业务主要产品为玻璃基板OLED显示产品</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 玻璃基板（241128） -->
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-blue-300">玻璃基板（241128）</h3>
|
||
<div class="glass-effect rounded-xl p-6 card-hover">
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-purple-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">技术/合作伙伴</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">行业/产业链</th>
|
||
<th class="text-left py-3 px-4 text-purple-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沃格光电</td>
|
||
<td class="py-3 px-4">10万平玻璃基板产线点火</td>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">玻璃基板制造</td>
|
||
<td class="py-3 px-4">玻璃基板制造龙头，与华为深度合作，全球首次突破10万平玻璃基板产线技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">雷曼光电</td>
|
||
<td class="py-3 px-4">PM驱动玻璃基Micro LED显示面板小批量试产</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中试基地建设</td>
|
||
<td class="py-3 px-4">已实现玻璃基Micro LED显示面板小批量试产，并推进中试基地建设以升级玻璃基技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">易天股份</td>
|
||
<td class="py-3 px-4">玻璃基电路板与芯片激光键合工艺验证</td>
|
||
<td class="py-3 px-4">显示行业龙头</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">子公司易天半导体与显示行业龙头合作完成玻璃基电路板与芯片激光键合工艺验证，解决回流焊焊接热损伤问题</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">莱宝高科</td>
|
||
<td class="py-3 px-4">玻璃封装载板测试样品</td>
|
||
<td class="py-3 px-4">8层GPU CPU板样品</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">自主/合作开发玻璃封装载板，已制作多款测试样品，是国内唯一能生产8层GPU CPU板的公司</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">五方光电</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">玻璃基板相关技术</td>
|
||
<td class="py-3 px-4">玻璃基板领域产品布局</td>
|
||
<td class="py-3 px-4">在玻璃基板相关领域具备技术能力和产品布局</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">凯格精机</td>
|
||
<td class="py-3 px-4">玻璃基板印刷设备专利</td>
|
||
<td class="py-3 px-4">玻璃基板印刷设备</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">获得"一种玻璃基板印刷设备"发明专利授权，技术应用于玻璃基板生产</td>
|
||
</tr>
|
||
</tbody>
|
||
</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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``` |