595 lines
40 KiB
HTML
595 lines
40 KiB
HTML
<!DOCTYPE html>
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<title>新凯来概念股深度投研报告</title>
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html, body {
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<!-- Header -->
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<header class="text-center space-y-4">
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<h1 class="text-4xl sm:text-5xl lg:text-6xl font-bold tracking-wider text-transparent bg-clip-text bg-gradient-to-r from-indigo-400 via-purple-400 to-pink-400">
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新凯来概念股 · 深度投研报告
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</h1>
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<p class="text-sm text-gray-400 tracking-widest">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Core Insight Section -->
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<main class="space-y-12">
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<section class="glass-card rounded-3xl p-6 md:p-8 space-y-6">
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<h2 class="section-title">概念洞察 (Concept Insight)</h2>
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<div class="space-y-4 prose prose-invert max-w-none prose-p:text-gray-300 prose-li:text-gray-300 prose-strong:text-white prose-headings:text-indigo-300">
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<p class="text-lg leading-relaxed text-indigo-200">
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“新凯来概念”是当前市场中，由<strong>国家战略驱动</strong>和<strong>关键技术突破</strong>共同催化的、基本面逻辑异常清晰的<strong>半导体国产化主题</strong>。它正从早期的事件驱动、情绪炒作阶段，<strong>快速向由订单预期和产业链价值重估驱动的基本面阶段过渡</strong>。其核心潜力在于新凯来作为“链主”企业，其巨大的设备采购需求将对上游国产供应链产生“从0到1”乃至“从1到N”的拉动效应，但投资者需警惕市场情绪过热及信息混淆带来的投机风险。
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</p>
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</div>
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<div class="collapse collapse-plus glass-card rounded-2xl">
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<input type="radio" name="insight-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-purple-300">
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[0] 概念事件时间轴 (Timeline)
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</div>
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<div class="collapse-content prose prose-invert max-w-none text-gray-300">
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<ul>
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<li><strong>技术布局与初期曝光 (2025年3月)</strong>: 新凯来在SEMICON China 2025首次亮相，展示6大类工艺和量检测装备，市场初步反应，概念股首次活跃。</li>
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<li><strong>官方背书与预期升温 (2025年10月上旬)</strong>: 深圳市发改委高调预告新凯来将亮相“湾芯展”，并使用“带来惊喜”等强预期词汇，引爆市场关注。</li>
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<li><strong>市场抢跑与概念爆发 (2025年10月13-14日)</strong>: “湾芯展”开幕前，资金大举抢跑，概念股全面爆发，多股连续涨停，市场情绪达到高潮。</li>
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<li><strong>技术突破与逻辑证实 (2025年10月15日)</strong>: “湾芯展”开幕，新凯来旗下子公司发布国产EDA软件（性能提升30%）和90GHz超高速示波器（全国第一，全球第二，已获华为/上海交大客户），核心逻辑得到强力验证。</li>
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<li><strong>市场调整与信息混淆</strong>: 10月15日早盘概念股震荡，同时市场出现将业务完全不相关的“万凯新材”、“来凯医药”等混入概念讨论的信息噪音，构成潜在风险。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card rounded-2xl">
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<input type="radio" name="insight-accordion" />
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<div class="collapse-title text-xl font-medium text-purple-300">
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[1] 核心逻辑与市场认知分析 (Core Logic & Market Perception)
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</div>
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<div class="collapse-content prose prose-invert max-w-none text-gray-300 space-y-4">
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<p>支撑该概念的根本逻辑是“<strong>国家级平台 + 全产业链布局 + 关键技术突破</strong>”，这三者共同构成了半导体设备国产替代的强叙事。</p>
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<ol>
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<li><strong>政策与资本驱动 (国家级平台)</strong>: 由深圳市重大产业投资集团全资控股，具备浓厚国资背景，承载国家战略意志。最新投前估值已达650亿元。</li>
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<li><strong>商业模式驱动 (全产业链布局)</strong>: 系统性布局刻蚀、薄膜、扩散、量测等6大类核心设备，构建完整设备生态，对标国际巨头。</li>
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<li><strong>技术突破驱动 (卡脖子环节)</strong>: 在EDA软件（芯片之母）和超高速示波器（高端仪器明珠）这两个长期被国外垄断领域的实质性突破，极大增强了“国产替代”故事的可信度。</li>
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</ol>
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<div class="alert bg-yellow-900/30 border-yellow-500/50">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-yellow-400" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div>
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<h3 class="font-bold">预期差分析</h3>
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<div class="text-xs">市场可能低估了设备进入产线验证的漫长周期（1-2年），且对真实的技术代差（具体支持的制程节点）认知模糊。<strong>最大的风险点在于信息污染</strong>，部分市场参与者将主营业务为生物医药（来凯医药）和化工（万凯新材）的公司错误地归入概念，依赖这类信息决策风险极高。</div>
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</div>
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</div>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card rounded-2xl">
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<input type="radio" name="insight-accordion" />
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<div class="collapse-title text-xl font-medium text-purple-300">
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[2] 关键催化剂与发展路径 (Catalysts & Roadmap)
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</div>
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<div class="collapse-content prose prose-invert max-w-none text-gray-300">
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<h4>近期催化剂 (未来3-6个月)</h4>
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<ul>
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<li><strong>首批订单/客户验证突破</strong>: 与国内主流晶圆厂签订采购协议或进入产线验证(Demo)。</li>
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<li><strong>供应链名单进一步明确</strong>: 披露更多核心供应商信息。</li>
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<li><strong>融资与上市进展</strong>: 650亿估值融资完成或公布上市路径。</li>
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</ul>
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<h4>长期发展路径</h4>
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<ol>
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<li><strong>第一阶段 (当前-2026年)</strong>: 产品验证与市场切入期，在成熟制程实现批量出货。</li>
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<li><strong>第二阶段 (2026-2028年)</strong>: 技术追赶与份额提升期，向更先进节点发起冲击。</li>
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<li><strong>第三阶段 (2028年以后)</strong>: 平台化与生态构建期，成为国内设备龙头，构建自主可控生态。</li>
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</ol>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card rounded-2xl">
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<input type="radio" name="insight-accordion" />
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<div class="collapse-title text-xl font-medium text-purple-300">
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[3] 产业链深度剖析 (Supply Chain Analysis)
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</div>
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<div class="collapse-content prose prose-invert max-w-none text-gray-300">
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<div class="bento-grid">
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<div class="glass-card rounded-2xl p-4 bento-grid-item">
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<h4 class="font-bold text-pink-400">上游 (设备零部件/材料)</h4>
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<p class="text-sm">这是概念股的核心构成。</p>
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<ul>
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<li><strong>零部件</strong>: 新莱应材、强瑞技术、至纯科技、联赢激光、奥普光电、波长光电。</li>
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<li><strong>材料</strong>: 有研新材 (靶材), 路维光电 (掩膜版)。</li>
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<li><strong>服务</strong>: 特发服务 (物业)。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-4 bento-grid-item">
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<h4 class="font-bold text-pink-400">中游 (设备制造与整合)</h4>
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<p class="text-sm">新凯来自身及其子公司。</p>
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<ul>
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<li><strong>新凯来</strong>: 核心设备平台。</li>
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<li><strong>启云方</strong>: EDA软件。</li>
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<li><strong>万里眼</strong>: 高端测试仪器。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-4 bento-grid-item">
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<h4 class="font-bold text-pink-400">下游 (设备应用方)</h4>
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<p class="text-sm">晶圆厂、芯片设计公司。</p>
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<ul>
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<li><strong>已确认客户</strong>: 华为、上海交大 (万里眼)。</li>
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<li><strong>潜在客户</strong>: 路维光电 (同时也是供应商)。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-4 bento-grid-item col-span-1 md:col-span-2">
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<h4 class="font-bold text-pink-400">核心玩家对比</h4>
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<dl>
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<dt class="font-semibold">逻辑最纯粹 (股权关联):</dt>
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<dd>深纺织A / 深振业A (同属深圳国资委)</dd>
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<dt class="font-semibold mt-2">逻辑最硬核 (已确认供应商):</dt>
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<dd>路维光电, 强瑞技术, 联赢激光</dd>
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<dt class="font-semibold mt-2">逻辑最受市场认可 (市场龙头):</dt>
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<dd>新莱应材, 至纯科技</dd>
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<dt class="font-semibold mt-2 text-error">逻辑存在偏差 (信息污染股):</dt>
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<dd>来凯医药, 万凯新材 (主营业务完全无关，系名称混淆)</dd>
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</dl>
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</div>
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</div>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card rounded-2xl">
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<input type="radio" name="insight-accordion" />
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<div class="collapse-title text-xl font-medium text-purple-300">
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[4] 潜在风险与综合结论 (Risks & Conclusion)
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</div>
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<div class="collapse-content prose prose-invert max-w-none text-gray-300">
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<h4>潜在风险与挑战</h4>
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<ul>
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<li><strong>技术风险</strong>: 设备长期运行的稳定性、可靠性和良率需要漫长的产线验证，存在失败风险。</li>
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<li><strong>商业化风险</strong>: 晶圆厂更换设备供应商极为谨慎，新进入者面临巨大的客户信任壁垒。</li>
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<li><strong>信息交叉验证风险</strong>: 新闻数据与路演/研报数据在“新凯来”定义上存在根本性冲突，这是一个致命的信息陷阱。多家核心供应商身份依赖市场传闻，有待验证。</li>
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</ul>
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<h4>综合结论与投资启示</h4>
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<p><strong>概念阶段判断</strong>: “新凯来概念”核心层已进入基本面驱动阶段，但外延层仍处于纯粹主题炒作，泡沫化风险高。</p>
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<p><strong>最具投资价值环节</strong>: 上游核心零部件和材料供应商。确定性高、业绩弹性大、可分散风险。</p>
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<p><strong>需重点跟踪指标</strong>: 新凯来设备出机与验证进展、供应链公司的订单确认、供应商毛利率变化、下游客户渗透率。</p>
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</div>
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</div>
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</section>
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<!-- Key News & Data Section -->
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<section x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-6 md:p-8 space-y-6">
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<h2 class="section-title">情报汇总 (Intelligence Briefing)</h2>
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<div class="tabs tabs-boxed bg-black/20">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">关键事件摘要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">产业链信息(路演)</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">相关研报摘要</a>
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</div>
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<div x-show="tab === 'news'">
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<div class="space-y-4 prose prose-invert max-w-none">
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<h4>新凯来公司概况</h4>
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<ul>
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||
<li><strong>定位</strong>: 深圳本土半导体企业，由深圳市重大产业投资集团有限公司全资控股。</li>
|
||
<li><strong>产品</strong>: 已开发刻蚀、扩散、薄膜、物理量测、X射线量测、光学量检测6大类装备。</li>
|
||
<li><strong>融资</strong>: 最新一轮融资投前估值650亿元。</li>
|
||
<li><strong>上市传闻</strong>: 市场传闻借壳科瑞技术、天健集团，均被相关公司否认。</li>
|
||
</ul>
|
||
<h4>关键事件：2025湾区半导体产业生态博览会</h4>
|
||
<ul>
|
||
<li><strong>官方预告</strong>: 深圳市发改委主任郭子平表示新凯来会“给大家带来惊喜”。</li>
|
||
<li><strong>子公司新品发布</strong>:
|
||
<ul>
|
||
<li><strong>启云方</strong>: 发布两款国产EDA设计软件，性能较行业标杆提升30%。</li>
|
||
<li><strong>万里眼</strong>: 发布新一代超高速实时示波器，带宽突破90GHz，达“全国第一，全球第二”，客户包括华为和上海交大。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h4>产业链合作关系</h4>
|
||
<ul>
|
||
<li><strong>已确认供应商</strong>: 有研新材(少量靶材), 科瑞技术(零部件/设备), 联赢激光(合格供应商), 强瑞技术(定制化零部件), 路维光电(掩膜版)。</li>
|
||
<li><strong>市场表现</strong>: 概念股在2025年3月和10月出现两次大幅上涨行情，龙头包括新莱应材、凯美特气、至纯科技等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" x-cloak>
|
||
<div class="space-y-4">
|
||
<div class="alert bg-red-900/30 border-red-500/50">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-red-400" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">严重信息混淆警告!</h3>
|
||
<div class="text-xs">以下路演数据涉及的公司(万凯新材、来凯医药、美凯龙)与半导体设备企业“新凯来”并无业务关联，系市场因名称相似而产生的错误关联。此处仅为展示信息污染的实例。</div>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card rounded-2xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-lg font-medium">万凯新材 (主营：化工新材料)</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-sm">
|
||
<p><strong>核心业务</strong>: PET瓶片材料生产商，全球产能领先。</p>
|
||
<p><strong>战略</strong>: 聚焦上游一体化（乙二醇自产）、海外扩张（尼日利亚、东南亚建厂）规避贸易壁垒，并研发新材料（生物基PET、高性能PETG）。</p>
|
||
<p><strong>市场观点</strong>: 公司具备成本优势和全球化布局，但面临行业产能过剩和反倾销压力。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card rounded-2xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-lg font-medium">来凯医药-B (主营：生物医药)</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-sm">
|
||
<p><strong>核心业务</strong>: 创新药研发，聚焦肿瘤和代谢疾病领域。</p>
|
||
<p><strong>核心产品</strong>: LAE102（ActRIIA抑制剂），用于解决GLP-1减肥药导致的肌肉流失问题，具备Best-in-class潜力，已与礼来合作开发。</p>
|
||
<p><strong>市场观点</strong>: 公司在增肌减脂赛道布局领先，LAE102若成功，有望在千亿级减肥药市场占据重要地位，是其估值的核心支撑。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card rounded-2xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-lg font-medium">美凯龙 (主营：家居商场)</div>
|
||
<div class="collapse-content prose prose-invert max-w-none text-sm">
|
||
<p><strong>核心业务</strong>: 家居建材商场运营。</p>
|
||
<p><strong>战略</strong>: 引入建发集团作为国资控股股东，进行战略转型，拓展家电、家装、新能源汽车等新品类以提升出租率和客流。</p>
|
||
<p><strong>市场观点</strong>: 受益于消费补贴政策和国企背景带来的融资优势，但仍面临房地产周期和市场竞争的挑战。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'report'" x-cloak>
|
||
<div class="space-y-4 prose prose-invert max-w-none">
|
||
<h4>来凯医药 (Laekna) 相关研报 (2105.HK)</h4>
|
||
<ul>
|
||
<li><strong>太平洋证券</strong>: 聚焦其核心产品AKT抑制剂LAE002和增肌减脂的ActRIIA单抗LAE102。认为LAE102有望与GLP-1类药物形成协同，解决肌肉流失痛点，市场空间巨大。2024年催化剂密集。</li>
|
||
<li><strong>其他研报总结</strong>: 强调LAE102是全球首创ActRIIA单抗，已与礼来合作。I期临床数据显示良好安全性和靶点抑制效果。公司股权结构中奥博资本为第一大股东。</li>
|
||
</ul>
|
||
<h4>新瀚新材 (PEEK材料) 相关研报</h4>
|
||
<ul>
|
||
<li><strong>研报摘要</strong>: 指出受特斯拉人形机器人轻量化主题带动，PEEK材料概念股大幅上涨，新瀚新材作为其中代表，涨幅显著。核心驱动逻辑为PEEK材料在机器人结构件中的应用潜力。</li>
|
||
</ul>
|
||
<h4>宏观环境与消费趋势研报</h4>
|
||
<ul>
|
||
<li><strong>春节消费研报</strong>: 提及会员店业态爆发、镇级市场崛起等趋势，分析师将其与商业地产运营模式关联。</li>
|
||
<li><strong>港股市场研报</strong>: 提及AI概念股热度及中美关税风险，可能对新凯来这类科技企业产生宏观影响。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 space-y-6">
|
||
<h2 class="section-title">个股异动解析 (Stock Analysis)</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div>
|
||
<div id="rise-chart" class="w-full h-96"></div>
|
||
</div>
|
||
<div class="space-y-4">
|
||
<p class="text-gray-400">以下为部分被市场归入“新凯来概念”的个股在特定日期的涨幅及原因分析。请注意，部分个股的关联性仅为市场炒作逻辑，未必有基本面支撑。</p>
|
||
<div class="max-h-80 overflow-y-auto pr-2 space-y-2">
|
||
<div class="collapse collapse-arrow bg-black/20 rounded-xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-base font-medium">祥源新材 (+12.80%)</div>
|
||
<div class="collapse-content text-sm text-gray-400"><p>核心驱动为“新凯来”概念重燃，叠加AI算力液冷材料赛道火爆。市场联想其聚烯烃发泡材料可用于新凯来设备或AI服务器液冷系统中的密封、缓冲、隔热。属于典型的“事件催化+行业赛道+板块效应+个股故事”共振行情。</p></div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-black/20 rounded-xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-base font-medium">文科股份 (+10.07%)</div>
|
||
<div class="collapse-content text-sm text-gray-400"><p>核心催化是公司确认将“文科大厦”部分物业出租给新凯来，且深圳出台对新凯来的租金补贴政策。此举使公司资产被重估为“政府背书、租金与出租率双升”的半导体基础设施运营商，引发资金抢筹。</p></div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-black/20 rounded-xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-base font-medium">凯美特气 (+9.98%)</div>
|
||
<div class="collapse-content text-sm text-gray-400"><p>资金抢在“湾芯展”开幕前，押注其作为A股唯一获得ASML和GIGAPHOTON双认证的国产光刻气供应商。市场交易新凯来DUV设备发布落地后，公司将获得首批光刻气耗材订单的预期。</p></div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-black/20 rounded-xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-base font-medium">利和兴 (+8.84%)</div>
|
||
<div class="collapse-content text-sm text-gray-400"><p>核心驱动是市场对新凯来百亿级订单的强烈预期。传闻称利和兴作为核心精密零部件供应商，有望获得每年7-8亿元的新增收入，相当于“再造一个利和兴”，业绩想象空间巨大。</p></div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-black/20 rounded-xl">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-base font-medium">万凯新材 (+8.39%)</div>
|
||
<div class="collapse-content text-sm text-gray-400"><p>典型的由市场热点扩散和“信息差”引发的投机性行情。上涨并非基于基本面，而是市场资金在“新凯来”概念火爆时，将其作为“潜在材料供应商”进行情绪性炒作，关联性存疑。</p></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section class="glass-card rounded-3xl p-6 md:p-8 space-y-6">
|
||
<h2 class="section-title">核心概念股列表 (Core Concept Stocks)</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<h3 class="font-semibold text-xl text-purple-300 mb-4">关联逻辑分类</h3>
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称 (代码)</th>
|
||
<th>关联原因</th>
|
||
<th>关联标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 股权相关 -->
|
||
<tr><td colspan="3" class="font-bold bg-indigo-900/30 text-indigo-200">股权相关 (Equity Relationship)</td></tr>
|
||
<tr>
|
||
<td>深纺织A</td>
|
||
<td>新凯来隶属于深圳重大产业投资集团，公司与新凯来同一实控人</td>
|
||
<td><div class="badge badge-primary badge-outline">股权相关</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>深振业A</td>
|
||
<td>新凯来的控股股东深圳市重大产业投资集团的董事黄秀章同时担任深振业监事</td>
|
||
<td><div class="badge badge-primary badge-outline">股权相关</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>奥普光电 (<a href="https://valuefrontier.cn/company?scode=002338" target="_blank" class="link link-hover text-cyan-400">002338</a>)</td>
|
||
<td>实际控制人长春光机所与新凯来合资成立长光集智，奥普光电向长光集智供应曝光系统等关键组件</td>
|
||
<td><div class="badge badge-primary badge-outline">股权相关</div> <div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<!-- 业务往来 -->
|
||
<tr><td colspan="3" class="font-bold bg-teal-900/30 text-teal-200">业务往来 (Business Relationship)</td></tr>
|
||
<tr>
|
||
<td>正帆科技 (<a href="https://valuefrontier.cn/company?scode=688596" target="_blank" class="link link-hover text-cyan-400">688596</a>)</td>
|
||
<td>新凯来的重要供应商，主要提供气体输送模组Gas box主要用于干法刻蚀设备等关键零组件</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>至纯科技 (<a href="https://valuefrontier.cn/company?scode=603690" target="_blank" class="link link-hover text-cyan-400">603690</a>)</td>
|
||
<td>2021年报中主要预付账款中有新凯来(3083.82万元)，供应半导体清洗湿法工艺设备及零部件</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>路维光电 (<a href="https://valuefrontier.cn/company?scode=688401" target="_blank" class="link link-hover text-cyan-400">688401</a>)</td>
|
||
<td>公司向新凯来供应掩膜版</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>富创精密 (<a href="https://valuefrontier.cn/company?scode=688409" target="_blank" class="link link-hover text-cyan-400">688409</a>)</td>
|
||
<td>为新凯来提供相关产品或服务，具体合作内容未详细披露</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>同惠电子 (<a href="https://valuefrontier.cn/company?scode=920509" target="_blank" class="link link-hover text-cyan-400">920509</a>)</td>
|
||
<td>新凯来供应商，2022年年报应收账款中新凯来排名第三</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>特发服务 (<a href="https://valuefrontier.cn/company?scode=300917" target="_blank" class="link link-hover text-cyan-400">300917</a>)</td>
|
||
<td>公司新拓展新凯来罗山C物业服务项目</td>
|
||
<td><div class="badge badge-accent badge-outline">业务往来</div></td>
|
||
</tr>
|
||
<!-- 潜在合作可能 -->
|
||
<tr><td colspan="3" class="font-bold bg-amber-900/30 text-amber-200">潜在合作/市场传闻 (Potential/Rumored)</td></tr>
|
||
<tr>
|
||
<td>新莱应材 (<a href="https://valuefrontier.cn/company?scode=300260" target="_blank" class="link link-hover text-cyan-400">300260</a>)</td>
|
||
<td>网传纪要显示公司是新凯来核心供应商之一，涉及真空系统、气体系统和7nm/5nm关键零部件</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在合作可能</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>国林科技 (<a href="https://valuefrontier.cn/company?scode=300786" target="_blank" class="link link-hover text-cyan-400">300786</a>)</td>
|
||
<td>市场传闻设备清洗环节业务可能与新凯来有间接联系</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在合作可能</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>英诺激光 (<a href="https://valuefrontier.cn/company?scode=301021" target="_blank" class="link link-hover text-cyan-400">301021</a>)</td>
|
||
<td>市场传闻供货新凯来明场缺陷检测产品BFI的LSP光源</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在合作可能</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>强力新材 (<a href="https://valuefrontier.cn/company?scode=300429" target="_blank" class="link link-hover text-cyan-400">300429</a>)</td>
|
||
<td>哈勃投资入股其旗下子公司常州德创，其是国内唯一ACF厂商，可能与新凯来有潜在联系</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在合作可能</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>广信材料 (<a href="https://valuefrontier.cn/company?scode=300537" target="_blank" class="link link-hover text-cyan-400">300537</a>)</td>
|
||
<td>公司表示经查有供应新凯复材，但不确定是否为投资者所提到的新凯来</td>
|
||
<td><div class="badge badge-warning badge-outline">潜在合作可能</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
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|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: {
|
||
color: '#9ca3af'
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['凯莱英', '万凯新材', '凯立新材', '凯德石英', '利和兴', '文科股份', '祥源新材', '凯美特气', '凯盛新材'],
|
||
axisLabel: {
|
||
color: '#d1d5db'
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '涨幅',
|
||
type: 'bar',
|
||
data: [6.44, 8.39, 6.71, 6.48, 8.84, 10.07, 12.80, 9.98, 6.43],
|
||
itemStyle: {
|
||
borderRadius: [0, 5, 5, 0],
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#8b5cf6' }, // purple
|
||
{ offset: 1, color: '#ec4899' } // pink
|
||
])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#a78bfa' },
|
||
{ offset: 1, color: '#f9a8d4' }
|
||
])
|
||
}
|
||
}
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
|
||
window.addEventListener('resize', () => {
|
||
myChart.resize();
|
||
});
|
||
}
|
||
}));
|
||
|
||
// Manually initialize the component if it's visible on load
|
||
const chartComponent = document.querySelector('[x-data="chartData"]');
|
||
if (chartComponent) {
|
||
Alpine.evaluate(chartComponent, 'init()');
|
||
}
|
||
});
|
||
</script>
|
||
|
||
|
||
</body>
|
||
</html> |