579 lines
29 KiB
HTML
579 lines
29 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>石英砂概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind 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" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background-color: #0f172a;
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color: #e2e8f0;
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}
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.glass-effect {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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-webkit-backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.gradient-text {
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background: linear-gradient(90deg, #60a5fa, #fbbf24);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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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 30px rgba(0, 0, 0, 0.3);
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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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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.8rem;
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}
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}
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.highlight {
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background: linear-gradient(90deg, rgba(96, 165, 250, 0.2), rgba(251, 191, 36, 0.2));
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padding: 2px 6px;
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border-radius: 4px;
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}
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</style>
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</head>
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<body class="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 max-w-7xl">
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<!-- 页面标题 -->
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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">石英砂概念分析报告</h1>
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<p class="text-lg text-slate-400">政策扰动与技术突破驱动的供需重构期</p>
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</div>
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<!-- 概念事件 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 mt-1">1</div>
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<div>
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<span class="font-medium text-yellow-400">2024年10月</span>：飓风Helene重创美国Spruce Pine矿区（全球高纯石英砂主产区），导致Sibelco、The Quartz Group两家巨头停产，引发全球供应链担忧。
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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-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 mt-1">2</div>
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<div>
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<span class="font-medium text-yellow-400">2025年4月</span>：中国对美进口石英砂加征<span class="highlight">34%-84%关税</span>，直接推高进口成本（内层砂成本增加<span class="highlight">3万元/吨</span>）。
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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-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 mt-1">3</div>
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<div>
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<span class="font-medium text-yellow-400">2025年6月</span>：印度禁止高纯石英矿出口，国内库存仅能支撑至<span class="highlight">2024年底</span>，加剧供应紧张。
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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-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs mr-3 mt-1">4</div>
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<div>
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<span class="font-medium text-yellow-400">2025年Q2</span>：光伏级石英砂价格触底反弹（内层砂从<span class="highlight">6.5万元/吨</span>回升），半导体级认证加速（石英股份通过TEL/LAM认证）。
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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 p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-slate-800/50 rounded-xl p-5">
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">阶段判断</h3>
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<p>石英砂正处于<span class="highlight">"政策扰动+技术突破"驱动的供需重构期</span>，短期看<span class="highlight">国产替代加速</span>，长期看<span class="highlight">半导体级认证放量</span>。</p>
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</div>
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<div class="bg-slate-800/50 rounded-xl p-5">
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">核心矛盾</h3>
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<p>海外垄断（美国+挪威占<span class="highlight">90%</span>）与国产技术突破（石英股份4N8级砂量产）的博弈，关税和地缘风险成为催化剂。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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<i class="fas fa-chart-line mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">核心驱动力</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-2"></i>
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<span><span class="font-medium">政策强制替代</span>：关税（84%）+印度禁运倒逼国产砂渗透率提升（当前半导体级<span class="highlight"><5%</span>→2027年目标<span class="highlight">50%</span>）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-2"></i>
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<span><span class="font-medium">技术突破</span>：石英股份<span class="highlight">全球第六家</span>通过TEL高温扩散认证，成本仅为进口砂的<span class="highlight">1/5</span>（自产成本<span class="highlight"><3万元/吨</span> vs 进口<span class="highlight">15-20万元/吨</span>）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-400 mt-1 mr-2"></i>
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<span><span class="font-medium">需求刚性</span>：光伏N型硅片拉动内层砂需求（<span class="highlight">2025年需求10.6万吨</span>，CAGR<span class="highlight">62%</span>），半导体晶圆厂扩产（2025年全球需求<span class="highlight">1.5万吨</span>，CAGR<span class="highlight">20%</span>）。</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">市场认知偏差</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-2"></i>
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<span><span class="font-medium">高估</span>：研报普遍预期2025年国产砂替代率<span class="highlight">30%</span>，但路演显示<span class="highlight">认证周期需2-3年</span>，实际放量或低于预期。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-2"></i>
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<span><span class="font-medium">低估</span>：合成砂（凯盛科技5000吨/年）被忽视，其纯度<span class="highlight">6N-7N</span>可填补高端缺口，但成本<span class="highlight">40万元/吨</span>短期无解。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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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 p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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<i class="fas fa-rocket 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 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">近期催化剂（3-6个月）</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-clock text-green-400 mt-1 mr-2"></i>
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<span><span class="font-medium">印度矿谈判结果</span>（2025Q4）：若解禁，价格或回落；若持续禁运，国产砂涨价<span class="highlight">20%-30%</span>。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-clock text-green-400 mt-1 mr-2"></i>
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<span><span class="font-medium">半导体认证进展</span>：石英股份<span class="highlight">中芯国际认证</span>（预计2025Q3完成），将直接打开<span class="highlight">10亿元级</span>市场。</span>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">长期路径</h3>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-long-arrow-alt-right text-purple-400 mt-1 mr-2"></i>
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<span><span class="font-medium">2025-2027年</span>：国产砂渗透率从<span class="highlight">10%→40%</span>（光伏内层砂）、<span class="highlight">5%→25%</span>（半导体砂）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-long-arrow-alt-right text-purple-400 mt-1 mr-2"></i>
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<span><span class="font-medium">2028年后</span>：合成砂成本降至<span class="highlight">20万元/吨</span>以下，与天然砂竞争高端市场。</span>
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</li>
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||
</ul>
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||
</div>
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||
</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-yellow-400">产业链图谱</h3>
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<div class="bg-slate-800/50 rounded-xl p-5 font-mono text-center">
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<div class="flex flex-col md:flex-row items-center justify-center space-y-2 md:space-y-0 md:space-x-4">
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<span class="bg-blue-600 px-4 py-2 rounded-lg">上游：矿源（美国Spruce Pine/印度/新疆）</span>
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<i class="fas fa-arrow-down md:rotate-90 text-blue-400"></i>
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<span class="bg-purple-600 px-4 py-2 rounded-lg">中游：提纯（石英股份/菲利华/凯盛科技）</span>
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<i class="fas fa-arrow-down md:rotate-90 text-purple-400"></i>
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<span class="bg-yellow-600 px-4 py-2 rounded-lg">下游：光伏坩埚（欧晶科技）+半导体设备（中微公司）</span>
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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 mb-3 text-yellow-400">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="border-b border-slate-700">
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<th class="text-left py-3 px-4">公司</th>
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<th class="text-left py-3 px-4">优势</th>
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<th class="text-left py-3 px-4">风险</th>
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<th class="text-left py-3 px-4">估值</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-slate-800 hover:bg-slate-800/50">
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<td class="py-3 px-4 font-medium">石英股份</td>
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<td class="py-3 px-4">唯一量产4N8级砂，TEL认证通过</td>
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<td class="py-3 px-4">印度矿依赖度<span class="highlight">93%</span></td>
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<td class="py-3 px-4">2025E PE <span class="highlight">12倍</span></td>
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</tr>
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<tr class="border-b border-slate-800 hover:bg-slate-800/50">
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<td class="py-3 px-4 font-medium">菲利华</td>
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<td class="py-3 px-4">合成砂技术领先，半导体客户认证中</td>
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<td class="py-3 px-4">产能仅<span class="highlight">5000吨/年</span></td>
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<td class="py-3 px-4">2025E PE <span class="highlight">25倍</span></td>
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</tr>
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<tr class="hover:bg-slate-800/50">
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<td class="py-3 px-4 font-medium">凯盛科技</td>
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||
<td class="py-3 px-4">国资背景，合成砂项目2025投产</td>
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||
<td class="py-3 px-4">成本过高（<span class="highlight">40万元/吨</span>）</td>
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||
<td class="py-3 px-4">2025E PE <span class="highlight">30倍</span></td>
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||
</tr>
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||
</tbody>
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||
</table>
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||
</div>
|
||
</div>
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||
</div>
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||
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||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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||
<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
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||
<i class="fas fa-exclamation-circle mr-3"></i>潜在风险与挑战
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||
</h2>
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||
<div class="grid md:grid-cols-2 gap-6">
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||
<div>
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||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">技术风险</h3>
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||
<p>国产砂纯度<span class="highlight">4N8</span>已达光伏标准，但半导体级<span class="highlight">4N8+</span>仍需验证（杂质<span class="highlight"><1ppm</span>）。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">商业化风险</h3>
|
||
<p>合成砂成本<span class="highlight">40万元/吨</span>（vs 进口天然砂<span class="highlight">15万元/吨</span>），经济性不足。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">政策风险</h3>
|
||
<p>若美国进一步限制对华出口（如2025年新增<span class="highlight">25%关税</span>），国产砂涨价或抑制需求。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">信息矛盾</h3>
|
||
<p>路演称印度矿禁运导致<span class="highlight">Q4涨价</span>，但研报预测2025年价格<span class="highlight">持平</span>（<span class="highlight">6.5万元/吨</span>），需跟踪库存数据。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">阶段判断</h3>
|
||
<p>从<span class="highlight">主题炒作</span>（2023年涨价预期）转向<span class="highlight">基本面驱动</span>（2025年认证放量）。</p>
|
||
</div>
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">投资方向</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-400 mt-1 mr-2"></i>
|
||
<span><span class="font-medium">石英股份</span>：半导体砂认证+光伏砂涨价双击，<span class="highlight">2025年利润弹性5.6亿元</span>（自供降本）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-star text-yellow-400 mt-1 mr-2"></i>
|
||
<span><span class="font-medium">欧晶科技</span>：绑定中环/隆基，坩埚涨价传导顺畅，<span class="highlight">2025年毛利率或回升至35%</span>。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-yellow-400">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-bar text-green-400 mt-1 mr-2"></i>
|
||
<span><span class="font-medium">半导体认证进度</span>（中芯国际订单量）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-bar text-green-400 mt-1 mr-2"></i>
|
||
<span><span class="font-medium">印度矿谈判结果</span>（2025Q4库存天数）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chart-bar text-green-400 mt-1 mr-2"></i>
|
||
<span><span class="font-medium">合成砂成本曲线</span>（凯盛科技2025年量产成本）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">产能</th>
|
||
<th class="text-left py-3 px-4">项目/技术阶段</th>
|
||
<th class="text-left py-3 px-4">市场地位/目标</th>
|
||
<th class="text-left py-3 px-4">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">石英股份</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">12万吨/年</td>
|
||
<td class="py-3 px-4">2025年规划总产能达12万吨</td>
|
||
<td class="py-3 px-4">全球第三大高纯石英砂供应商</td>
|
||
<td class="py-3 px-4">2025年规划总产能将达到12万吨，成为全球第三大高纯石英砂供应商（仅次于美国矽比科和挪威TQC）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">菲利华</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">2万吨/年</td>
|
||
<td class="py-3 px-4">现有1万吨规划2万吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">现有1万吨产能，规划新增1万吨产能</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">中旗新材</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">1.6万吨/年</td>
|
||
<td class="py-3 px-4">半导体级产品技术突破阶段</td>
|
||
<td class="py-3 px-4">国内光伏石英砂市场占据一席之地</td>
|
||
<td class="py-3 px-4">在国内光伏石英砂市场占据一席之地，半导体级产品仍处技术突破阶段</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">凯盛科技</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">1万吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未提供具体项目或市场地位信息</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">江瀚新材</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">0.2万吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">未提供具体项目或市场地位信息</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">岱勒新材</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">收购黎辉新材70%股权</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">收购黎辉新材70%股权进入高纯石英砂领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">新金路</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">生产线采用国产矿，验证阶段</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司生产线采用国产矿，制出高纯度的石英砂，处于验证阶段</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">壹石通</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">子公司规划2万吨/年产能</td>
|
||
<td class="py-3 px-4">光伏领域的中高端石英坩埚替代</td>
|
||
<td class="py-3 px-4">全资子公司规划产能为2万吨/年，目标市场为光伏领域的中高端石英坩埚替代</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">汇绿生态</td>
|
||
<td class="py-3 px-4">高端石英砂</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参股30%中科博胜，高纯石英砂生产设备已调试完成</td>
|
||
<td class="py-3 px-4">高淳石英管</td>
|
||
<td class="py-3 px-4">参股30%中科博胜，中科博胜高纯石英砂生产设备已调试完成，生产成果已达到高淳石英管的要求</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">安彩高科</td>
|
||
<td class="py-3 px-4">上游石英砂矿</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">25年重点推进石英砂矿产收购</td>
|
||
<td class="py-3 px-4">河南省内及周边地区</td>
|
||
<td class="py-3 px-4">2025年公司重点将推进石英砂矿产收购工作，打通石英砂原矿加工链条，在河南省内及周边地区勘察石英砂矿产资源</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">长江材料</td>
|
||
<td class="py-3 px-4">上游石英砂矿</td>
|
||
<td class="py-3 px-4">年开采能力300万吨</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">资源储量1.02亿吨（彰武县邵家矿）</td>
|
||
<td class="py-3 px-4">拥有彰武县邵家天然石英砂矿，石英砂资源总储量1.02亿吨，年开采能力300万吨（未证实）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">龙高股份</td>
|
||
<td class="py-3 px-4">上游石英砂矿</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">高岭土矿分选粗砂，主要成分为石英</td>
|
||
<td class="py-3 px-4">公司高岭土矿分选粗砂主要成分为石英</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">新金路</td>
|
||
<td class="py-3 px-4">上游石英砂矿</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">半导体新材料项目-4N8高纯石英砂产线</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">公司半导体新材料项目为建立一套半导体新材料-4N8高纯石英砂生产线，2024年11月28日互动显示石英砂下游市场开拓工作正在推进</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">隆基绿能</td>
|
||
<td class="py-3 px-4">石英坩埚</td>
|
||
<td class="py-3 px-4">10000吨/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">石英坩埚产能A股第一</td>
|
||
<td class="py-3 px-4">石英坩埚产能A股第一，采购高纯石英砂10000吨/年</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">欧晶科技</td>
|
||
<td class="py-3 px-4">石英坩埚</td>
|
||
<td class="py-3 px-4">2025年4月达32.4万只/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">石英坩埚产能A股第二</td>
|
||
<td class="py-3 px-4">石英坩埚产能A股第二，2025年4月产能为32.4万只/年</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">天宜上佳</td>
|
||
<td class="py-3 px-4">石英坩埚</td>
|
||
<td class="py-3 px-4">2024年28万只/年</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">光伏行业</td>
|
||
<td class="py-3 px-4">2024年的石英坩埚产能为28万只/年，主要服务于光伏行业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">晶盛机电</td>
|
||
<td class="py-3 px-4">石英坩埚</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">半导体级产品实现突破</td>
|
||
<td class="py-3 px-4">光伏级产品为主</td>
|
||
<td class="py-3 px-4">当前石英坩埚产能以光伏级产品为主，半导体级产品实现突破</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/50">
|
||
<td class="py-3 px-4 font-medium">凯德石英</td>
|
||
<td class="py-3 px-4">北交所</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">北交所唯一高端石英产品公司</td>
|
||
<td class="py-3 px-4">北交所唯一高端石英产品公司，产品应用于半导体和光伏，客户包括中芯国际、北方华创、捷佳伟创</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
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<script>
|
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// 初始化粒子背景
|
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tsParticles.load("particles-js", {
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particles: {
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</html>
|
||
``` |