1375 lines
51 KiB
HTML
1375 lines
51 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>电磁屏蔽概念洞察</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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min-height: 100vh;
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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transition: all 0.3s ease;
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position: relative;
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background: linear-gradient(120deg, rgba(59, 130, 246, 0.3) 0%, rgba(59, 130, 246, 0.1) 100%);
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table {
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th, td {
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padding: 12px 15px;
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text-align: left;
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letter-spacing: 0.05em;
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background: rgba(51, 65, 85, 0.3);
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position: relative;
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@media (max-width: 768px) {
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.card {
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table {
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.particle-container {
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position: fixed;
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top: 0;
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left: 0;
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height: 100%;
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z-index: -1;
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opacity: 0.5;
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}
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</style>
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</head>
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<body>
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<div class="particle-container" id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header -->
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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 bg-gradient-to-r from-blue-400 to-cyan-400 bg-clip-text text-transparent">
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电磁屏蔽概念深度解析
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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从AI终端到铜互连，解析电磁屏蔽产业链的投资机遇与挑战
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</p>
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</div>
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<!-- Timeline Section -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件时间轴</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2024-05-24</div>
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<div>正业科技、方邦股份等涨停，<span class="highlight">"电磁屏蔽概念股逆势大涨"</span>首次被市场集中关注</div>
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<div class="text-sm text-slate-400 mt-1">来源：涨停复盘</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2024-06-02</div>
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<div>国君电子路演提出<span class="highlight">"AI手机/AIPC落地在即"</span>，电磁屏蔽材料单机价值量从30元→100元</div>
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<div class="text-sm text-slate-400 mt-1">来源：路演纪要</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2024-08-17</div>
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<div>方邦股份路演：华为Mate70/P80将<span class="highlight">独家采用新一代散热电磁屏蔽膜</span>，价值量提升30-50%</div>
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<div class="text-sm text-slate-400 mt-1">来源：路演纪要</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2024-11-28</div>
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<div>飞荣达确认<span class="highlight">向Mate70提供电磁屏蔽类产品</span>，产业链验证落地</div>
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<div class="text-sm text-slate-400 mt-1">来源：公司公告</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2025-01-15</div>
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<div>方邦股份路演：可剥离铜箔+AI铜连接屏蔽铜箔<span class="highlight">2025年放量</span>，利润弹性2.5亿</div>
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<div class="text-sm text-slate-400 mt-1">来源：路演纪要</div>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-400">2025-05-30</div>
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<div>研报测算：全球电磁屏蔽材料市场<span class="highlight">2023年92.5亿美元</span>，未来五年CAGR <span class="highlight">10%</span></div>
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<div class="text-sm text-slate-400 mt-1">来源：研报数据</div>
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</div>
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</div>
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</div>
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<!-- Core Viewpoints -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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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-500 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-chart-line text-white text-sm"></i>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">阶段判断</h3>
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<p>电磁屏蔽已从<span class="highlight">主题炒作</span>（2024Q2）进入<span class="highlight">基本面驱动</span>阶段（2024Q4起），核心由<span class="highlight">AI终端（手机/PC/服务器）</span>和<span class="highlight">铜互连（GB200）</span>两大需求引擎拉动。</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-cyan-500 rounded-full p-2 mr-3 mt-1">
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<i class="fas fa-rocket text-white text-sm"></i>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-1">核心驱动力</h3>
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<p><span class="highlight">技术升级（散热+屏蔽一体化）</span>叠加<span class="highlight">客户认证落地（华为/英伟达）</span>，形成<span class="highlight">量价齐升</span>的戴维斯双击。</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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<!-- Core Logic Analysis -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
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<h3 class="text-xl font-semibold mb-4 mt-6">核心驱动力拆解</h3>
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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>
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<th>维度</th>
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<th>逻辑</th>
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<th>数据支撑</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-medium">技术升级</td>
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<td>AI芯片功耗激增（GB200电源<span class="highlight">6×3300W</span>），传统铝箔屏蔽失效，<span class="highlight">铜箔+散热一体化</span>成为刚需</td>
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<td>路演纪要：铜箔延展性需达<span class="highlight">15%</span>（普通铜箔8-10%）</td>
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</tr>
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<tr>
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<td class="font-medium">客户认证</td>
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<td>华为Mate70/P80<span class="highlight">独家采用</span>方邦新一代屏蔽膜，单机价值量<span class="highlight">1.2→1.5元</span>（+30%）</td>
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<td>方邦路演：2025年华为订单<span class="highlight">2亿收入弹性</span></td>
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</tr>
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<tr>
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<td class="font-medium">市场空间</td>
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<td>全球电磁屏蔽材料市场<span class="highlight">92.5亿美元</span>→2028年<span class="highlight">149亿美元</span>（CAGR 10%）</td>
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<td>BCC Research</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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<h3 class="text-xl font-semibold mb-4 mt-8">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<h4 class="font-semibold mb-3 text-blue-400">热度指标</h4>
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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-fire text-orange-400 mt-1 mr-2"></i>
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<span>2024年5-12月，电磁屏蔽板块<span class="highlight">5次涨停潮</span>（正业科技、方邦股份等）</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-bar text-green-400 mt-1 mr-2"></i>
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<span>机构路演提及频次<span class="highlight">Q3环比+200%</span></span>
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</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<h4 class="font-semibold mb-3 text-blue-400">情绪分化</h4>
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<div class="space-y-3">
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<div>
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<div class="font-medium text-green-400 mb-1">乐观方</div>
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<p class="text-sm">国君电子、国海计算机等认为<span class="highlight">"AI终端渗透率50%前是甜蜜期"</span></p>
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</div>
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<div>
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<div class="font-medium text-yellow-400 mb-1">谨慎方</div>
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<p class="text-sm">部分投资者担忧<span class="highlight">"铜箔替代铝箔"</span>技术路线验证周期长（需12-18个月客户测试）</p>
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</div>
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</div>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-4 mt-8">预期差分析</h3>
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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>
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<th>市场预期</th>
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<th>实际进展</th>
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<th>预期差</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>方邦股份仅手机屏蔽膜</td>
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<td><span class="highlight">已切入英伟达GB200铜缆供应链</span>（替代东丽铝箔）</td>
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<td><span class="highlight">3-5亿新增市场</span>未充分定价</td>
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</tr>
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<tr>
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<td>飞荣达为华为散热供应商</td>
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<td><span class="highlight">电磁屏蔽类产品已批量供货Mate70</span></td>
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<td><span class="highlight">单机ASP 25元</span>→量价双升</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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<!-- Catalysts and Future Path -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
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||
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<h3 class="text-xl font-semibold mb-4 mt-2">近期催化剂（3-6个月）</h3>
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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>
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<th>事件</th>
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<th>时间</th>
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<th>影响</th>
|
||
</tr>
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||
</thead>
|
||
<tbody>
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||
<tr>
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<td><span class="highlight">华为P80发布</span></td>
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<td>2025Q1</td>
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<td>验证方邦新一代屏蔽膜<span class="highlight">大规模量产能力</span></td>
|
||
</tr>
|
||
<tr>
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||
<td><span class="highlight">英伟达GB200出货</span></td>
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||
<td>2025Q2</td>
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||
<td>铜缆屏蔽铜箔<span class="highlight">首批订单落地</span>（方邦/飞荣达）</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">AIPC渗透率数据</span></td>
|
||
<td>2025年6月</td>
|
||
<td>微软Surface销量验证<span class="highlight">单机价值量提升逻辑</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 mt-8">长期路径（2025-2027）</h3>
|
||
<div class="mermaid">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="bg-blue-600 text-white px-6 py-3 rounded-lg text-center font-medium">2025: AI终端渗透加速</div>
|
||
<div class="text-3xl text-blue-400 hidden md:block">→</div>
|
||
<div class="bg-cyan-600 text-white px-6 py-3 rounded-lg text-center font-medium">2026: 服务器液冷+屏蔽一体化</div>
|
||
<div class="text-3xl text-cyan-400 hidden md:block">→</div>
|
||
<div class="bg-teal-600 text-white px-6 py-3 rounded-lg text-center font-medium">2027: 汽车电子FPC屏蔽膜标配</div>
|
||
<div class="text-3xl text-teal-400 hidden md:block">→</div>
|
||
<div class="bg-emerald-600 text-white px-6 py-3 rounded-lg text-center font-medium">市场规模: 全球200亿美元</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain Analysis -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 mt-2">产业链图谱</h3>
|
||
<div class="mermaid">
|
||
<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-8">
|
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<div class="bg-slate-700 px-6 py-3 rounded-lg text-center">上游: PET基膜/铜箔/导电粒子</div>
|
||
<div class="text-3xl text-blue-400">→</div>
|
||
<div class="bg-blue-700 px-6 py-3 rounded-lg text-center">中游: 屏蔽膜/器件: 方邦/飞荣达/隆扬</div>
|
||
<div class="text-3xl text-blue-400">→</div>
|
||
<div class="bg-cyan-700 px-6 py-3 rounded-lg text-center">下游: 华为/英伟达/联想</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 mt-8">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>定位</th>
|
||
<th>核心优势</th>
|
||
<th>风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium"><span class="highlight">方邦股份</span></td>
|
||
<td><span class="highlight">屏蔽膜龙头</span></td>
|
||
<td>华为独家供应商+GB200铜箔替代</td>
|
||
<td><span class="highlight">客户集中度高（华为60%）</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium"><span class="highlight">飞荣达</span></td>
|
||
<td><span class="highlight">散热+屏蔽一体化</span></td>
|
||
<td>华为全品类供应商（手机/服务器/汽车）</td>
|
||
<td><span class="highlight">毛利率承压（2024Q3仅30%）</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium"><span class="highlight">隆扬电子</span></td>
|
||
<td><span class="highlight">苹果链弹性标的</span></td>
|
||
<td>AIPC单机价值量<span class="highlight">100元</span>（vs传统30元）</td>
|
||
<td><span class="highlight">苹果订单份额争夺激烈</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 mt-8">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-green-900/30 p-5 rounded-lg border border-green-700/50">
|
||
<h4 class="font-semibold mb-3 text-green-400">数据印证</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
|
||
<span>方邦2024年屏蔽膜销量<span class="highlight">450万平米</span>（+50% YoY），与华为Mate70销量<span class="highlight">6000万部</span>匹配</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-red-900/30 p-5 rounded-lg border border-red-700/50">
|
||
<h4 class="font-semibold mb-3 text-red-400">风险信号</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-red-400 mt-1 mr-2"></i>
|
||
<span>飞荣达2024年新能源业务毛利率<span class="highlight">下滑5pct</span>，反映价格战压力</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>风险类型</th>
|
||
<th>具体表现</th>
|
||
<th>应对跟踪指标</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">技术风险</td>
|
||
<td>铜箔屏蔽效能<span class="highlight"><80dB</span>导致客户退货</td>
|
||
<td><span class="highlight">客户认证通过率</span>（方邦Q1披露）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">商业化风险</td>
|
||
<td>可剥离铜箔<span class="highlight">成本>30万/吨</span>（vs日本三井20万）</td>
|
||
<td><span class="highlight">加工费降幅</span>（每季度跟踪）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">政策风险</td>
|
||
<td>美国对华<span class="highlight">高端铜箔出口限制</span></td>
|
||
<td><span class="highlight">国产替代进度</span>（长鑫/长江存储验证）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信息矛盾</td>
|
||
<td>路演称<span class="highlight">"独家供应"</span>，但新闻显示<span class="highlight">德邦科技</span>也供货光模块EMI材料</td>
|
||
<td><span class="highlight">需核实客户份额</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-900/50 to-cyan-900/50 p-5 rounded-lg">
|
||
<h3 class="font-semibold text-lg mb-3 text-blue-400">阶段判断</h3>
|
||
<p><span class="highlight">基本面驱动初期</span>（2024Q4起），<span class="highlight">2025年业绩兑现关键年</span>。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-3">最具价值环节</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-medal text-white text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-blue-400">① 铜箔屏蔽材料（方邦股份）</h4>
|
||
<p>技术替代+客户绑定，<span class="highlight">2025年利润弹性60%</span></p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-cyan-500 rounded-full p-2 mr-3 mt-1">
|
||
<i class="fas fa-medal text-white text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-cyan-400">② 散热屏蔽一体化（飞荣达）</h4>
|
||
<p>华为全场景需求，<span class="highlight">液冷模组ASP 200美元</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-lg mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-400 mb-2">方邦股份</h4>
|
||
<p>2025年铜箔出货量<span class="highlight">≥1000吨</span>（vs 2024年<span class="highlight">0吨</span>）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-cyan-400 mb-2">飞荣达</h4>
|
||
<p>华为Mate70单机电磁屏蔽价值量<span class="highlight">≥25元</span>（验证ASP提升）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-rose-900/50 to-pink-900/50 p-5 rounded-lg border border-rose-700/50">
|
||
<h3 class="font-semibold text-lg mb-3 text-rose-400">风险提示</h3>
|
||
<p>若2025Q2 GB200出货量<span class="highlight"><10万台</span>或华为P80销量<span class="highlight"><4000万部</span>，逻辑将阶段性证伪。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Data -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="flex flex-wrap gap-2 mb-4">
|
||
<span class="tech-badge">电磁屏蔽(240523)</span>
|
||
<span class="tech-badge">铜互连(2406031227)</span>
|
||
<span class="tech-badge">铜互连(250708)更新</span>
|
||
<span class="tech-badge">铜连接(240424)</span>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业/分类</th>
|
||
<th>项目/产品</th>
|
||
<th>理由/说明</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 电磁屏蔽(240523) -->
|
||
<tr class="bg-slate-800/30">
|
||
<td colspan="4" class="font-semibold text-blue-400">电磁屏蔽(240523)</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃特股份</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>康达新材</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>隆扬电子</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万方发展</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鸿富瀚</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>惠同新材</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阿为特</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>阿莱德</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科力远</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博威合金</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝泰隆</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>斯瑞新材</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中石科技</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>天奈科技</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宏和科技</td>
|
||
<td>电磁屏蔽/材料</td>
|
||
<td>-</td>
|
||
<td>表格中归类为材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>正业科技</td>
|
||
<td>电磁屏蔽/电磁屏蔽膜</td>
|
||
<td>-</td>
|
||
<td>表格中归类为电磁屏蔽膜供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>方邦股份</td>
|
||
<td>电磁屏蔽/电磁屏蔽膜</td>
|
||
<td>-</td>
|
||
<td>表格中归类为电磁屏蔽膜供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>回天新材</td>
|
||
<td>电磁屏蔽/电磁屏蔽膜</td>
|
||
<td>-</td>
|
||
<td>表格中归类为电磁屏蔽膜供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万顺新材</td>
|
||
<td>电磁屏蔽/电磁屏蔽膜</td>
|
||
<td>-</td>
|
||
<td>表格中归类为电磁屏蔽膜供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>航天智造</td>
|
||
<td>电磁屏蔽/电磁屏蔽膜</td>
|
||
<td>-</td>
|
||
<td>表格中归类为电磁屏蔽膜供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>飞荣达</td>
|
||
<td>电磁屏蔽/解决方案</td>
|
||
<td>-</td>
|
||
<td>表格中归类为解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>汇创达</td>
|
||
<td>电磁屏蔽/解决方案</td>
|
||
<td>-</td>
|
||
<td>表格中归类为解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>光大同创</td>
|
||
<td>电磁屏蔽/解决方案</td>
|
||
<td>-</td>
|
||
<td>表格中归类为解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>捷邦科技</td>
|
||
<td>电磁屏蔽/解决方案</td>
|
||
<td>-</td>
|
||
<td>表格中归类为解决方案提供商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>锦富技术</td>
|
||
<td>电磁屏蔽/解决方案</td>
|
||
<td>-</td>
|
||
<td>表格中归类为解决方案提供商</td>
|
||
</tr>
|
||
|
||
<!-- 铜互连(2406031227) -->
|
||
<tr class="bg-slate-800/30">
|
||
<td colspan="4" class="font-semibold text-blue-400">铜互连(2406031227)</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鼎通科技</td>
|
||
<td>安费诺供货商/海外代工</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>贝隆精密</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃尔核材</td>
|
||
<td>安费诺供货商/铜缆产品-DAC无源铜缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神宇股份</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博威合金</td>
|
||
<td>安费诺供货商/背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>精达股份</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>维科精密</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科精密</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新亚电子</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奕东电子</td>
|
||
<td>安费诺供货商/海外代工</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>楚江新材</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>胜蓝股份</td>
|
||
<td>安费诺供货商/背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝胜股份</td>
|
||
<td>安费诺供货商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鑫科材料</td>
|
||
<td>新进厂商/铜缆产品-AEC有源电缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>露笑科技</td>
|
||
<td>新进厂商</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆龙互连</td>
|
||
<td>铜缆产品-DAC无源铜缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>立讯精密</td>
|
||
<td>铜缆产品-DAC无源铜缆/高速IO连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金信诺</td>
|
||
<td>铜缆产品-DAC无源铜缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博创科技</td>
|
||
<td>铜缆产品-AOC有源光缆/铜缆产品-AEC有源电缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞可达</td>
|
||
<td>铜缆产品-AEC有源电缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新易盛</td>
|
||
<td>铜缆产品-AEC有源电缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>长飞光纤</td>
|
||
<td>铜缆产品-AEC有源电缆</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华丰科技</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>得润电子</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>陕西华达</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>创益通</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>显盈科技</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华脉科技</td>
|
||
<td>背板连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>意华股份</td>
|
||
<td>高速IO连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>电联技术</td>
|
||
<td>高速IO连接器</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>万方发展</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>康达新材</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃特股份</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>正业科技</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>飞荣达</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鸿富瀚</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
<tr>
|
||
<td>捷邦科技</td>
|
||
<td>电磁屏蔽</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
</tr>
|
||
|
||
<!-- 铜互连(250708)更新 -->
|
||
<tr class="bg-slate-800/30">
|
||
<td colspan="4" class="font-semibold text-blue-400">铜互连(250708)更新</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新亚电子</td>
|
||
<td>铜缆</td>
|
||
<td>224G/448G高速铜缆及PCIe Gen6/Gen7高速铜缆</td>
|
||
<td>联合研发'藕芯结构'解决方案，应用于224G/448G高速铜缆及PCIe Gen6/Gen7高速铜缆（规模量产）等产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神宇股份</td>
|
||
<td>铜缆</td>
|
||
<td>网传安费诺高速数据铜缆</td>
|
||
<td>网传安费诺高速数据铜缆主要供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃尔核材</td>
|
||
<td>铜缆</td>
|
||
<td>供货高速通信线</td>
|
||
<td>供货高速通信线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>精达股份</td>
|
||
<td>铜缆</td>
|
||
<td>供货镀银高速铜线产品</td>
|
||
<td>供货镀银高速铜线产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>楚江新材</td>
|
||
<td>铜缆</td>
|
||
<td>供货精密铜带和铜导体材料</td>
|
||
<td>供货精密铜带和铜导体材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝胜股份</td>
|
||
<td>铜缆</td>
|
||
<td>供货通信电缆、互联组件</td>
|
||
<td>供货通信电缆、互联组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鼎通科技</td>
|
||
<td>连接器</td>
|
||
<td>供货I/O连接器、背板连接器、液冷散热器</td>
|
||
<td>供货I/O连接器、背板连接器、液冷散热器</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博威合金</td>
|
||
<td>连接器</td>
|
||
<td>供货高速连接器材料和通讯电子器件屏蔽材料</td>
|
||
<td>供货高速连接器材料和通讯电子器件屏蔽材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>维科精密</td>
|
||
<td>连接器</td>
|
||
<td>供货电子连接器</td>
|
||
<td>供货电子连接器</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奕东电子</td>
|
||
<td>连接器</td>
|
||
<td>供货高速铜缆连接器相关的零组件产品</td>
|
||
<td>供货高速铜缆连接器相关的零组件产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>胜蓝股份</td>
|
||
<td>连接器</td>
|
||
<td>供货连接器、端子、胶壳等产品</td>
|
||
<td>供货连接器、端子、胶壳等产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>贝隆精密</td>
|
||
<td>其他</td>
|
||
<td>供货精密结构件</td>
|
||
<td>供货精密结构件</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆龙互连</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>800G铜缆产品DAC</td>
|
||
<td>800G铜缆产品DAC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>立讯精密</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>开发112G/224G PAM4 DAC和'轻有源'铜缆产品</td>
|
||
<td>开发112G/224G PAM4 DAC和'轻有源'铜缆产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃尔核材</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>子公司乐庭智联生产的400G、800G高速通信线为DAC铜电缆</td>
|
||
<td>子公司乐庭智联生产的400G、800G高速通信线为DAC铜电缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金信诺</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>外部连接产品DAC为客户配套供应</td>
|
||
<td>外部连接产品DAC为客户配套供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td>汇绿生态</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>武汉钧恒（持股51%）800G DAC批量出货</td>
|
||
<td>武汉钧恒（持股51%）800G DAC批量出货</td>
|
||
</tr>
|
||
<tr>
|
||
<td>露笑科技</td>
|
||
<td>DAC无源铜缆</td>
|
||
<td>参股公司万德森（持股16.67%）产品包括100G-1.6T DAC</td>
|
||
<td>参股公司万德森（持股16.67%）产品包括100G-1.6T DAC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆龙互连</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>单通道112G产品已经陆续批量交付中</td>
|
||
<td>单通道112G产品已经陆续批量交付中</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鑫科材料</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>投资项目：800G及1.6T AEC高速铜连接生产线</td>
|
||
<td>投资项目：800G及1.6T AEC高速铜连接生产线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞可达</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>合资公司目前有AEC112G、224G等项目正在按进度推进中</td>
|
||
<td>合资公司目前有AEC112G、224G等项目正在按进度推进中</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新易盛</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>研发800G高速带电缆（AEC）模块进入小批量生产阶段</td>
|
||
<td>研发800G高速带电缆（AEC）模块进入小批量生产阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td>长芯博创</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>800G AEC目前处于客户样品测试认证及样品销售阶段</td>
|
||
<td>800G AEC目前处于客户样品测试认证及样品销售阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td>长飞光纤</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>公司为长芯博创（持股19.17%）控股股东，后者有800G AEC</td>
|
||
<td>公司为长芯博创（持股19.17%）控股股东，后者有800G AEC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>露笑科技</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>参股公司万德森（持股16.67%）产品包括100G-1.6T AEC</td>
|
||
<td>参股公司万德森（持股16.67%）产品包括100G-1.6T AEC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>汇绿生态</td>
|
||
<td>AEC有源电缆</td>
|
||
<td>武汉钧恒（持股51%）AEC产品已经推出</td>
|
||
<td>武汉钧恒（持股51%）AEC产品已经推出</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鑫科材料</td>
|
||
<td>ACC有源铜缆</td>
|
||
<td>投资项目：800G及1.6T ACC高速铜连接生产线</td>
|
||
<td>投资项目：800G及1.6T ACC高速铜连接生产线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>露笑科技</td>
|
||
<td>ACC有源铜缆</td>
|
||
<td>参股公司万德森（持股16.67%）产品(100G-1.6T ACC</td>
|
||
<td>参股公司万德森（持股16.67%）产品(100G-1.6T ACC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆龙互连</td>
|
||
<td>ACC有源铜缆</td>
|
||
<td>800G铜缆产品ACC</td>
|
||
<td>800G铜缆产品ACC</td>
|
||
</tr>
|
||
<tr>
|
||
<td>汇绿生态</td>
|
||
<td>ACC有源铜缆</td>
|
||
<td>武汉钧恒（持股51%）800GACC批量出货</td>
|
||
<td>武汉钧恒（持股51%）800GACC批量出货</td>
|
||
</tr>
|
||
<tr>
|
||
<td>卡倍亿</td>
|
||
<td>其他</td>
|
||
<td>具备生产224G高速铜缆的能力；处于给潜在客户送样验证阶段</td>
|
||
<td>具备生产224G高速铜缆的能力；处于给潜在客户送样验证阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td>得润电子</td>
|
||
<td>连接器</td>
|
||
<td>主营连接器24年总收入52亿，其中连接器营收预计33-52亿元</td>
|
||
<td>主营连接器24年总收入52亿，其中连接器营收预计33-52亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>电连技术</td>
|
||
<td>连接器</td>
|
||
<td>2024年连接器营收40.69亿元</td>
|
||
<td>2024年连接器营收40.69亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>意华股份</td>
|
||
<td>连接器</td>
|
||
<td>2024年连接器营收24.64亿元</td>
|
||
<td>2024年连接器营收24.64亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>胜蓝股份</td>
|
||
<td>连接器</td>
|
||
<td>2024年连接器营收11.6亿元</td>
|
||
<td>2024年连接器营收11.6亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华丰科技</td>
|
||
<td>连接器</td>
|
||
<td>2024年连接器营收10.74亿元</td>
|
||
<td>2024年连接器营收10.74亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>创益通</td>
|
||
<td>连接器</td>
|
||
<td>2024年连接器营收6.89亿元</td>
|
||
<td>2024年连接器营收6.89亿元</td>
|
||
</tr>
|
||
<tr>
|
||
<td>陕西华达</td>
|
||
<td>连接器</td>
|
||
<td>高速背板连接器可应用于服务器、交换机、数据中心</td>
|
||
<td>高速背板连接器可应用于服务器、交换机、数据中心</td>
|
||
</tr>
|
||
<tr>
|
||
<td>显盈科技</td>
|
||
<td>连接器</td>
|
||
<td>公司的高速、高清信号连接线是铜缆高速连接产品</td>
|
||
<td>公司的高速、高清信号连接线是铜缆高速连接产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华脉科技</td>
|
||
<td>连接器</td>
|
||
<td>数据中心和综合布线业务,涵盖高速光/铜布线等产品</td>
|
||
<td>数据中心和综合布线业务,涵盖高速光/铜布线等产品</td>
|
||
</tr>
|
||
|
||
<!-- 铜连接(240424) -->
|
||
<tr class="bg-slate-800/30">
|
||
<td colspan="4" class="font-semibold text-blue-400">铜连接(240424)</td>
|
||
</tr>
|
||
<tr>
|
||
<td>吴通控股</td>
|
||
<td>DAC高速线缆</td>
|
||
<td>不涉及铜缆高速连接器领域</td>
|
||
<td>公司主营产品为DAC高速线缆，明确表示业务不涉及铜缆高速连接器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td>胜蓝股份</td>
|
||
<td>高速连接器</td>
|
||
<td>研发生产铜缆高速连接器</td>
|
||
<td>公司高速连接器应用于飞行汽车，已研发生产铜缆高速连接器，产品供给浪潮、联想、曙光等客户</td>
|
||
</tr>
|
||
<tr>
|
||
<td>奥飞数据</td>
|
||
<td>-</td>
|
||
<td>受让华拓光70%股权</td>
|
||
<td>拟受让华拓光70%股权，华拓官网显示包含各系列DAC产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铭普光磁</td>
|
||
<td>-</td>
|
||
<td>合作开发铜缆高速连接相关产品</td>
|
||
<td>正在与客户合作开发铜缆高速连接相关产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃尔核材</td>
|
||
<td>下游客户泰科、安费诺</td>
|
||
<td>布局高速通信线产能</td>
|
||
<td>DAC线缆下游客户为泰科、安费诺，高速通信线订单需求增长，已布局产能</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兆龙互连</td>
|
||
<td>DAC铜缆模块、800G高速电缆组件</td>
|
||
<td>大型数据中心与高速通信</td>
|
||
<td>高速组件产品为DAC铜缆模块，应用于大型数据中心与高速通信，已开发800G传输速率组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华丰科技</td>
|
||
<td>高速背板连接器</td>
|
||
<td>投资建设高速线模组生产线</td>
|
||
<td>高速背板连接器已量产，超募资金拟用于投资建设高速线模组生产线项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td>创益通</td>
|
||
<td>高速背板连接器</td>
|
||
<td>交换机、数据中心</td>
|
||
<td>高速背板连接器产品以铜材为主，应用于交换机、数据中心等数据存储和传输</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鼎通科技</td>
|
||
<td>高速背板连接器组件、I/O连接器组件</td>
|
||
<td>下游应用端客户</td>
|
||
<td>提供高速背板连接器组件和I/O连接器组件，相关组件是否应用于铜连接器产品待跟踪</td>
|
||
</tr>
|
||
<tr>
|
||
<td>维峰电子</td>
|
||
<td>排针排母、板对板连接器、高速背板连接器</td>
|
||
<td>数据中心服务器</td>
|
||
<td>产品应用于数据中心服务器，主要产品包括排针排母、板对板连接器及高速背板连接器</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华脉科技</td>
|
||
<td>数据中心综合布线解决方案</td>
|
||
<td>铜缆综合布线</td>
|
||
<td>提供数据中心综合布线解决方案，相关产品涵盖铜缆综合布线</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博创科技</td>
|
||
<td>800G高速有源铜缆</td>
|
||
<td>数据中心互联</td>
|
||
<td>在沙特通信展览发布800G产品，应用于数据中心互联的800G高速有源铜缆</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中富电路</td>
|
||
<td>铜质线缆组件</td>
|
||
<td>-</td>
|
||
<td>联营公司迈威科技官网产品包含铜质线缆组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通宇通讯</td>
|
||
<td>DAC直连电缆（10~400Gb/s全系列）</td>
|
||
<td>-</td>
|
||
<td>联营企业光为通信官网显示产品光为DAC直连电缆包含10~400Gb/s全系列</td>
|
||
</tr>
|
||
<tr>
|
||
<td>瑞可达</td>
|
||
<td>高速传输的高速铜缆连接组件解决方案</td>
|
||
<td>-</td>
|
||
<td>公司产品中有针对高速传输的高速铜缆连接组件解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝胜股份</td>
|
||
<td>SFP56 50G高速线缆</td>
|
||
<td>数据中心、高性能计算</td>
|
||
<td>产品SFP56 50G高速线缆适用于数据中心、高性能计算等高速通信场所</td>
|
||
</tr>
|
||
<tr>
|
||
<td>太辰光</td>
|
||
<td>铜缆连接器</td>
|
||
<td>较低</td>
|
||
<td>铜缆连接器是公司产品之一，但销售占比较低</td>
|
||
</tr>
|
||
<tr>
|
||
<td>得润电子</td>
|
||
<td>高速传输连接器</td>
|
||
<td>电脑、通信、数据中心</td>
|
||
<td>高速传输连接器主要应用于电脑、通信、数据中心等领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金信诺</td>
|
||
<td>高速连接产品（90%用于服务器内部）、ADC及DAC产品（外部连接）</td>
|
||
<td>配套供应</td>
|
||
<td>高速业务90%为服务器内部高速连接产品，ADC及DAC为外部连接产品，2022年供应量约占高速业务的10%</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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</div>
|
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</div>
|
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``` |