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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>中美电子关税波动分析报告</title>
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<style>
body {
font-family: 'Inter', sans-serif;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.card-shadow {
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
left: -20px;
top: 8px;
width: 10px;
height: 10px;
border-radius: 50%;
background: #667eea;
}
.table-container {
overflow-x: auto;
-webkit-overflow-scrolling: touch;
}
@media (max-width: 768px) {
.table-container {
font-size: 0.875rem;
}
}
</style>
</head>
<body class="bg-gray-50">
<div id="vanta-bg" class="fixed inset-0 z-0"></div>
<div class="relative z-10 min-h-screen">
<!-- 头部标题 -->
<div class="gradient-bg text-white py-16 px-4">
<div class="max-w-7xl mx-auto">
<h1 class="text-4xl md:text-5xl font-bold mb-4">中美电子关税波动分析</h1>
<p class="text-xl opacity-90">深度解析政策变化对电子产业链的影响与投资机会</p>
</div>
</div>
<!-- 主要内容 -->
<div class="max-w-7xl mx-auto px-4 py-12">
<!-- 概念事件 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-calendar-alt text-indigo-600 mr-3"></i>
概念事件
</h2>
<div class="bg-blue-50 border-l-4 border-blue-500 p-6 mb-6">
<p class="text-lg mb-4"><strong>背景:</strong>2025年4月2日特朗普政府宣布对主要贸易伙伴加征"对等关税",其中对中国商品加征<strong>34%关税</strong>累计税率达54%并于4月9日生效。中国随即反制对原产于美国的进口商品加征<strong>34%关税</strong></p>
<p class="text-lg"><strong>催化事件:</strong></p>
<ul class="list-disc list-inside mt-2 space-y-2">
<li><strong>5月12日</strong>,中美日内瓦经贸会谈达成联合声明,双方承诺<strong>将关税从145%降至10%</strong>保留10%基础关税暂停24%部分90天</li>
<li><strong>5月14日</strong>,美国豁免消费电子(手机、笔电、半导体等)关税,涉及中国出口<strong>1000亿美元</strong>占对美出口20%)。</li>
</ul>
</div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">时间轴</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-indigo-600 text-white rounded-full w-10 h-10 flex items-center justify-center flex-shrink-0 mr-4">1</div>
<div>
<p class="font-semibold text-gray-800">4月2日</p>
<p class="text-gray-600">美国宣布34%对等关税</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-indigo-600 text-white rounded-full w-10 h-10 flex items-center justify-center flex-shrink-0 mr-4">2</div>
<div>
<p class="font-semibold text-gray-800">4月9日</p>
<p class="text-gray-600">关税生效,电子板块暴跌</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-indigo-600 text-white rounded-full w-10 h-10 flex items-center justify-center flex-shrink-0 mr-4">3</div>
<div>
<p class="font-semibold text-gray-800">4月11日</p>
<p class="text-gray-600">美国豁免消费电子关税,板块反弹</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-indigo-600 text-white rounded-full w-10 h-10 flex items-center justify-center flex-shrink-0 mr-4">4</div>
<div>
<p class="font-semibold text-gray-800">5月12日</p>
<p class="text-gray-600">中美谈判缓和关税降至10%</p>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
核心观点摘要
</h2>
<div class="grid md:grid-cols-3 gap-6">
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 p-6 rounded-lg">
<h3 class="text-lg font-semibold text-indigo-700 mb-3">当前阶段</h3>
<p class="text-gray-700">关税政策从"极端冲击"转向"阶段性缓和",电子产业链进入<strong>估值修复+国产替代加速</strong>的双击阶段。</p>
</div>
<div class="bg-gradient-to-br from-green-50 to-emerald-50 p-6 rounded-lg">
<h3 class="text-lg font-semibold text-green-700 mb-3">核心驱动力</h3>
<p class="text-gray-700">美国豁免消费电子关税(短期)+中国半导体原产地规则调整倒逼国产替代(中长期)。</p>
</div>
<div class="bg-gradient-to-br from-purple-50 to-pink-50 p-6 rounded-lg">
<h3 class="text-lg font-semibold text-purple-700 mb-3">未来潜力</h3>
<p class="text-gray-700">若10%关税长期化,具备全球化产能布局的龙头(如立讯精密、中芯国际)将受益;若关税反复,国产替代逻辑强化。</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-brain text-pink-500 mr-3"></i>
核心逻辑与市场认知分析
</h2>
<div class="grid md:grid-cols-2 gap-8">
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
<div class="space-y-4">
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<p class="font-medium text-gray-800">政策博弈</p>
<p class="text-gray-600 text-sm">美国豁免消费电子关税手机、笔电、半导体模组直接缓解苹果链、PCB、存储等板块压力。</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<p class="font-medium text-gray-800">原产地规则</p>
<p class="text-gray-600 text-sm">中国半导体协会明确"流片地即为原产地"美国IDM产品或面临<strong>125%反制关税</strong>,国产模拟芯片替代窗口打开。</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<p class="font-medium text-gray-800">产能转移</p>
<p class="text-gray-600 text-sm">苹果加速印度/越南产能印度占比从10%→20%),中国供应链通过<strong>海外代工</strong>规避关税。</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
<div class="bg-gray-50 p-4 rounded-lg mb-4">
<div class="flex justify-between items-center mb-2">
<span class="text-sm font-medium text-gray-600">4月9日关税生效后</span>
<span class="text-red-600 font-bold">-15%</span>
</div>
<p class="text-xs text-gray-500">电子板块平均跌幅(立讯精密-18%、歌尔股份-22%</p>
</div>
<div class="bg-gray-50 p-4 rounded-lg mb-4">
<div class="flex justify-between items-center mb-2">
<span class="text-sm font-medium text-gray-600">5月12日谈判缓和后</span>
<span class="text-green-600 font-bold">+12%</span>
</div>
<p class="text-xs text-gray-500">板块两日反弹(中泰电子统计)</p>
</div>
<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4">
<p class="text-sm font-medium text-gray-800 mb-2">分歧点</p>
<p class="text-xs text-gray-600">市场担忧90天后关税是否反复部分资金押注国产替代半导体设备指数5月反弹25%)。</p>
</div>
</div>
</div>
</div>
<!-- 关键催化剂 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-rocket text-orange-500 mr-3"></i>
关键催化剂与未来发展路径
</h2>
<div class="grid md:grid-cols-2 gap-8">
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">近期催化剂3-6个月</h3>
<div class="space-y-3">
<div class="bg-orange-50 p-4 rounded-lg">
<p class="font-semibold text-orange-800">6月苹果WWDC</p>
<p class="text-sm text-gray-700 mt-1">若发布AI终端AI眼镜、折叠屏将验证关税缓和后的需求弹性。</p>
</div>
<div class="bg-orange-50 p-4 rounded-lg">
<p class="font-semibold text-orange-800">7-8月关税再评估</p>
<p class="text-sm text-gray-700 mt-1">90天豁免期到期美国是否延长或加码关税。</p>
</div>
<div class="bg-orange-50 p-4 rounded-lg">
<p class="font-semibold text-orange-800">国产替代订单落地</p>
<p class="text-sm text-gray-700 mt-1">模拟芯片(圣邦股份)获宁德时代等客户加急订单(路演提及)。</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">长期路径</h3>
<div class="space-y-4">
<div class="bg-gradient-to-r from-blue-50 to-indigo-50 p-4 rounded-lg">
<p class="font-semibold text-blue-800 mb-2">情景1关税长期10%</p>
<p class="text-sm text-gray-700">全球化产能龙头立讯、比亚迪电子受益估值修复至20x PE。</p>
</div>
<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
<p class="font-semibold text-purple-800 mb-2">情景2关税反复</p>
<p class="text-sm text-gray-700">国产替代加速半导体设备北方华创、模拟芯片思瑞浦渗透率从15%→30%。</p>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-network-wired text-teal-500 mr-3"></i>
产业链与核心公司深度剖析
</h2>
<div class="mb-6">
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
<div class="flex flex-wrap gap-2">
<span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full text-sm font-medium">上游:半导体设备(北方华创)、材料(江丰电子)</span>
<span class="bg-green-100 text-green-800 px-3 py-1 rounded-full text-sm font-medium">中游:代工(中芯国际)、封测(长电科技)</span>
<span class="bg-purple-100 text-purple-800 px-3 py-1 rounded-full text-sm font-medium">下游消费电子立讯精密、AI终端歌尔股份</span>
</div>
</div>
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="min-w-full bg-white border border-gray-200">
<thead>
<tr class="bg-gray-50">
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">估值</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">立讯精密</td>
<td class="px-6 py-4 text-sm text-gray-700">苹果链+越南产能占20%</td>
<td class="px-6 py-4 text-sm text-gray-700">印度产能爬坡不及预期</td>
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-indigo-600">15x PE</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">圣邦股份</td>
<td class="px-6 py-4 text-sm text-gray-700">模拟芯片国产替代TI替代</td>
<td class="px-6 py-4 text-sm text-gray-700">客户验证周期长</td>
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-indigo-600">25x PE</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">北方华创</td>
<td class="px-6 py-4 text-sm text-gray-700">半导体设备国产化(刻蚀/薄膜)</td>
<td class="px-6 py-4 text-sm text-gray-700">美国技术管制升级</td>
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-indigo-600">30x PE</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">歌尔股份</td>
<td class="px-6 py-4 text-sm text-gray-700">AI眼镜+Meta供应链</td>
<td class="px-6 py-4 text-sm text-gray-700">客户集中度Meta占比60%</td>
<td class="px-6 py-4 whitespace-nowrap text-sm font-bold text-indigo-600">20x PE</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 潜在风险 -->
<div class="bg-white rounded-xl card-shadow p-8 mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
潜在风险与挑战
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div class="space-y-4">
<div class="bg-red-50 border-l-4 border-red-500 p-4">
<h4 class="font-semibold text-red-800 mb-2">技术风险</h4>
<p class="text-sm text-gray-700">5nm以下先进制程仍依赖ASML光刻机美国或收紧管制。</p>
</div>
<div class="bg-red-50 border-l-4 border-red-500 p-4">
<h4 class="font-semibold text-red-800 mb-2">商业化风险</h4>
<p class="text-sm text-gray-700">AI眼镜Rokid、雷鸟出货量<strong>&lt;50万台</strong>2024年规模化不及预期。</p>
</div>
</div>
<div class="space-y-4">
<div class="bg-red-50 border-l-4 border-red-500 p-4">
<h4 class="font-semibold text-red-800 mb-2">政策风险</h4>
<p class="text-sm text-gray-700">若特朗普政府取消中国最惠国待遇PNTR关税或升至<strong>50%</strong>(东吴商社测算)。</p>
</div>
<div class="bg-yellow-50 border-l-4 border-yellow-500 p-4">
<h4 class="font-semibold text-yellow-800 mb-2">信息矛盾</h4>
<ul class="text-sm text-gray-700 list-disc list-inside space-y-1">
<li>豁免范围:美国豁免消费电子,但<strong>未明确是否包含半导体设备</strong></li>
<li>原产地规则:中国海关是否严格执行"流片地"标准?</li>
</ul>
</div>
</div>
</div>
</div>
<!-- 综合结论 -->
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl card-shadow p-8 mb-8 text-white">
<h2 class="text-3xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line text-yellow-300 mr-3"></i>
综合结论与投资启示
</h2>
<div class="grid md:grid-cols-2 gap-8">
<div>
<h3 class="text-xl font-semibold mb-4">阶段判断</h3>
<p class="text-indigo-100 mb-4">从"政策冲击"进入<strong>"基本面验证"</strong>阶段,关税缓和提供估值修复窗口,但长期看国产替代不可逆。</p>
<h3 class="text-xl font-semibold mb-4">投资方向</h3>
<div class="space-y-3">
<div class="bg-white bg-opacity-20 p-3 rounded-lg">
<p class="font-semibold">短期博弈</p>
<p class="text-sm text-indigo-100">关税豁免受益的苹果链(立讯精密、鹏鼎控股)</p>
</div>
<div class="bg-white bg-opacity-20 p-3 rounded-lg">
<p class="font-semibold">长期配置</p>
<p class="text-sm text-indigo-100">国产替代主线的半导体设备(北方华创)、模拟芯片(纳芯微)</p>
</div>
</div>
</div>
<div>
<h3 class="text-xl font-semibold mb-4">跟踪指标</h3>
<div class="space-y-3">
<div class="flex items-start">
<i class="fas fa-calendar-check text-yellow-300 mt-1 mr-3"></i>
<div>
<p class="font-semibold">6月苹果订单</p>
<p class="text-sm text-indigo-100">验证关税缓和后需求弹性</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-microchip text-yellow-300 mt-1 mr-3"></i>
<div>
<p class="font-semibold">国产芯片订单</p>
<p class="text-sm text-indigo-100">圣邦股份/思瑞浦的<strong>客户渗透率</strong>目标从15%→25%</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-gavel text-yellow-300 mt-1 mr-3"></i>
<div>
<p class="font-semibold">美国政策</p>
<p class="text-sm text-indigo-100">7-8月关税再评估是否延长豁免期</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 关联股票数据 -->
<div class="bg-white rounded-xl card-shadow p-8">
<h2 class="text-3xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-table text-green-500 mr-3"></i>
关联股票数据
</h2>
<!-- 关税豁免股票 -->
<div class="mb-10">
<h3 class="text-xl font-semibold text-gray-700 mb-4 bg-blue-50 p-3 rounded-lg">关税豁免(250413)</h3>
<div class="table-container">
<table class="min-w-full bg-white border border-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">业务相关</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">鹏鼎控股</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">PCB</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链中的PCB供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东山精密</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">PCB</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链中的PCB供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">水晶光电</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">潜望式摄像头</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链潜望式摄像头业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">蓝特光学</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">潜望式摄像头</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链潜望式摄像头业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">领益智造</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">结构件</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链结构件供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">长盈精密</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">结构件</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链结构件供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">安洁科技</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">结构件</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链结构件供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东睦股份</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">结构件</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链结构件供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">捷邦科技</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">结构件</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链结构件供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中石科技</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">石墨烯散热</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链石墨烯散热业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">思泉新材</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">石墨烯散热</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链石墨烯散热业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">智信精密</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">石墨烯散热</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链石墨烯散热业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">凯格精机</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">石墨烯散热</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链石墨烯散热业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">长信科技</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">显示模组</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链显示模组供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">欣旺达</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">手机电池</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链手机电池供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">德赛电池</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">手机电池</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链手机电池供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">共达电声</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">麦克风</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链麦克风业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">歌尔股份</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">麦克风</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链麦克风业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">敏芯股份</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">麦克风</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链麦克风业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">国光电器</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">麦克风</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及苹果产业链麦克风业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">工业富联</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">代工</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链代工供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">比亚迪</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">代工</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链代工供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">立讯精密</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">代工</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链代工供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">歌尔股份</td>
<td class="px-4 py-3 text-sm text-gray-700">苹果链</td>
<td class="px-4 py-3 text-sm text-gray-700">代工</td>
<td class="px-4 py-3 text-sm text-gray-700">属于苹果产业链代工供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">晶澳科技</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中来股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">罗博特科</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">海源复材</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">钧达股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">天合光能</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东方日升</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">TOPCon</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池TOPCon技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">通威股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">HJT</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池HJT技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">迈为股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">HJT</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池HJT技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">捷佳伟创</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">HJT</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池HJT技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">帝科股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">HJT</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池HJT技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">爱旭股份</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">BC</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池BC技术</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">隆基绿能</td>
<td class="px-4 py-3 text-sm text-gray-700">太阳能电池</td>
<td class="px-4 py-3 text-sm text-gray-700">BC</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及太阳能电池BC技术</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中兴通讯</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">路由器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备路由器供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">锐捷网络</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">路由器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备路由器供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">紫光股份</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">路由器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备路由器供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">唯捷创芯</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">路由器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备路由器供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">美格智能</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">翱捷科技</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">广和通</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">烽火电子</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">芯原股份</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">龙旗科技</td>
<td class="px-4 py-3 text-sm text-gray-700">网络设备</td>
<td class="px-4 py-3 text-sm text-gray-700">调制解调器</td>
<td class="px-4 py-3 text-sm text-gray-700">属于网络设备调制解调器供应商</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">纳思达</td>
<td class="px-4 py-3 text-sm text-gray-700">打印/复印机</td>
<td class="px-4 py-3 text-sm text-gray-700">爱司凯</td>
<td class="px-4 py-3 text-sm text-gray-700">属于打印/复印机产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">爱司凯</td>
<td class="px-4 py-3 text-sm text-gray-700">打印/复印机</td>
<td class="px-4 py-3 text-sm text-gray-700">中晶科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于打印/复印机产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中晶科技</td>
<td class="px-4 py-3 text-sm text-gray-700">打印/复印机</td>
<td class="px-4 py-3 text-sm text-gray-700">爱司凯</td>
<td class="px-4 py-3 text-sm text-gray-700">属于打印/复印机产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">冀凯股份</td>
<td class="px-4 py-3 text-sm text-gray-700">打印/复印机</td>
<td class="px-4 py-3 text-sm text-gray-700">市北高新</td>
<td class="px-4 py-3 text-sm text-gray-700">属于打印/复印机产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">市北高新</td>
<td class="px-4 py-3 text-sm text-gray-700">打印/复印机</td>
<td class="px-4 py-3 text-sm text-gray-700">爱司凯</td>
<td class="px-4 py-3 text-sm text-gray-700">属于打印/复印机产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">朗科科技</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">万润科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">万润科技</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">恒烁股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">恒烁股份</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">国科微</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">复旦微电</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">复旦微电</td>
<td class="px-4 py-3 text-sm text-gray-700">闪存、固态驱动器</td>
<td class="px-4 py-3 text-sm text-gray-700">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">属于闪存/固态驱动器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">协创数据</td>
<td class="px-4 py-3 text-sm text-gray-700">数据存储介质</td>
<td class="px-4 py-3 text-sm text-gray-700">紫晶存储</td>
<td class="px-4 py-3 text-sm text-gray-700">属于数据存储介质产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">紫晶存储</td>
<td class="px-4 py-3 text-sm text-gray-700">数据存储介质</td>
<td class="px-4 py-3 text-sm text-gray-700">思瑞浦</td>
<td class="px-4 py-3 text-sm text-gray-700">属于数据存储介质产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">思瑞浦</td>
<td class="px-4 py-3 text-sm text-gray-700">数据存储介质</td>
<td class="px-4 py-3 text-sm text-gray-700">中控技术</td>
<td class="px-4 py-3 text-sm text-gray-700">属于数据存储介质产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中控技术</td>
<td class="px-4 py-3 text-sm text-gray-700">数据存储介质</td>
<td class="px-4 py-3 text-sm text-gray-700">德明利</td>
<td class="px-4 py-3 text-sm text-gray-700">属于数据存储介质产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">德明利</td>
<td class="px-4 py-3 text-sm text-gray-700">数据存储介质</td>
<td class="px-4 py-3 text-sm text-gray-700">协创数据</td>
<td class="px-4 py-3 text-sm text-gray-700">属于数据存储介质产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">同有科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">同有科技</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">佰维存储</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">佰维存储</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">兆易创新</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">兆易创新</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">德明利</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">德明利</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">北京君正</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">北京君正</td>
<td class="px-4 py-3 text-sm text-gray-700">存储卡</td>
<td class="px-4 py-3 text-sm text-gray-700">江波龙</td>
<td class="px-4 py-3 text-sm text-gray-700">属于存储卡产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">派瑞股份</td>
<td class="px-4 py-3 text-sm text-gray-700">晶闸管</td>
<td class="px-4 py-3 text-sm text-gray-700">台基股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于晶闸管产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">台基股份</td>
<td class="px-4 py-3 text-sm text-gray-700">晶闸管</td>
<td class="px-4 py-3 text-sm text-gray-700">空港股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于晶闸管产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">空港股份</td>
<td class="px-4 py-3 text-sm text-gray-700">晶闸管</td>
<td class="px-4 py-3 text-sm text-gray-700">捷捷微电</td>
<td class="px-4 py-3 text-sm text-gray-700">属于晶闸管产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">捷捷微电</td>
<td class="px-4 py-3 text-sm text-gray-700">晶闸管</td>
<td class="px-4 py-3 text-sm text-gray-700">派瑞股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于晶闸管产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">长晶科技</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">捷捷微电</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">捷捷微电</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">宏微科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">宏微科技</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">时代电气</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">时代电气</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">台基股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">台基股份</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">扬杰科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">扬杰科技</td>
<td class="px-4 py-3 text-sm text-gray-700">可控硅开关元件</td>
<td class="px-4 py-3 text-sm text-gray-700">长晶科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于可控硅开关元件产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">海信视像</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">创维集团</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">创维集团</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">京东方</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">京东方</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">TCL科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">TCL科技</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">维信诺</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">维信诺</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">深天马</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">深天马</td>
<td class="px-4 py-3 text-sm text-gray-700">平板电视显示器</td>
<td class="px-4 py-3 text-sm text-gray-700">海信视像</td>
<td class="px-4 py-3 text-sm text-gray-700">属于平板电视显示器产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中电港</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件</td>
<td class="px-4 py-3 text-sm text-gray-700">分销规模A股第一</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销领域A股第一2024年上半年247亿元</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">深圳华强</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件</td>
<td class="px-4 py-3 text-sm text-gray-700">分销规模A股第二</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销领域A股第二2024年上半年103亿元</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件</td>
<td class="px-4 py-3 text-sm text-gray-700">分销规模A股第三</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销领域A股第三2024年上半年78.06亿元</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">力源信息</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件</td>
<td class="px-4 py-3 text-sm text-gray-700">分销规模A股第四</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销领域A股第四2024年上半年34.34亿元</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">好上好</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件</td>
<td class="px-4 py-3 text-sm text-gray-700">分销规模A股第五</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销领域A股第五2024年上半年33.44亿元</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">骏成科技</td>
<td class="px-4 py-3 text-sm text-gray-700">显示模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示器及模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示器及模组营收占比极高2024年上半年4.06亿元占比99.96%</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">天山电子</td>
<td class="px-4 py-3 text-sm text-gray-700">显示模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示器及模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示器及模组营收占比极高2024年上半年6.43亿元占比97.51%</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">同兴达</td>
<td class="px-4 py-3 text-sm text-gray-700">显示模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示模组</td>
<td class="px-4 py-3 text-sm text-gray-700">液晶显示模组为主要业务2024年上半年30.08亿元占比69.40%</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">神宇股份</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">沃尔核材</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">沃尔核材</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">博威合金</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">博威合金</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">鼎通科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">鼎通科技</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">维科精密</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">维科精密</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">新亚电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">新亚电子</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">突东电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">突东电子</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">神宇股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">楚江新材</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">胜宏股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">胜宏股份</td>
<td class="px-4 py-3 text-sm text-gray-700">高速电缆</td>
<td class="px-4 py-3 text-sm text-gray-700">神宇股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于高速电缆产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">鹏鼎控股</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">协和电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">协和电子</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">超声电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">超声电子</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">博敏电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">博敏电子</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">景旺电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">景旺电子</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">生益电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">生益电子</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">方正科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">方正科技</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">鹏鼎控股</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">崇达技术</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">沪电股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">沪电股份</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">胜宏科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">胜宏科技</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">东材科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东材科技</td>
<td class="px-4 py-3 text-sm text-gray-700">HDI电路板</td>
<td class="px-4 py-3 text-sm text-gray-700">崇达技术</td>
<td class="px-4 py-3 text-sm text-gray-700">属于HDI电路板产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">麦格米特</td>
<td class="px-4 py-3 text-sm text-gray-700">电源</td>
<td class="px-4 py-3 text-sm text-gray-700">崇达技术</td>
<td class="px-4 py-3 text-sm text-gray-700">属于电源产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">崇达技术</td>
<td class="px-4 py-3 text-sm text-gray-700">电源</td>
<td class="px-4 py-3 text-sm text-gray-700">沪电股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于电源产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">沪电股份</td>
<td class="px-4 py-3 text-sm text-gray-700">电源</td>
<td class="px-4 py-3 text-sm text-gray-700">胜宏科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于电源产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">胜宏科技</td>
<td class="px-4 py-3 text-sm text-gray-700">电源</td>
<td class="px-4 py-3 text-sm text-gray-700">东材科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于电源产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东材科技</td>
<td class="px-4 py-3 text-sm text-gray-700">电源</td>
<td class="px-4 py-3 text-sm text-gray-700">麦格米特</td>
<td class="px-4 py-3 text-sm text-gray-700">属于电源产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">淳中科技</td>
<td class="px-4 py-3 text-sm text-gray-700">芯片测试</td>
<td class="px-4 py-3 text-sm text-gray-700">单晶硅炉</td>
<td class="px-4 py-3 text-sm text-gray-700">涉及芯片测试业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">晶盛机电</td>
<td class="px-4 py-3 text-sm text-gray-700">单晶硅炉</td>
<td class="px-4 py-3 text-sm text-gray-700">晶升股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于单晶硅炉产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">晶升股份</td>
<td class="px-4 py-3 text-sm text-gray-700">单晶硅炉</td>
<td class="px-4 py-3 text-sm text-gray-700">华海清科</td>
<td class="px-4 py-3 text-sm text-gray-700">属于单晶硅炉产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">华海清科</td>
<td class="px-4 py-3 text-sm text-gray-700">抛光设备</td>
<td class="px-4 py-3 text-sm text-gray-700">张江高科</td>
<td class="px-4 py-3 text-sm text-gray-700">属于抛光设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">张江高科</td>
<td class="px-4 py-3 text-sm text-gray-700">抛光设备</td>
<td class="px-4 py-3 text-sm text-gray-700">奥普光电</td>
<td class="px-4 py-3 text-sm text-gray-700">属于抛光设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">奥普光电</td>
<td class="px-4 py-3 text-sm text-gray-700">抛光设备</td>
<td class="px-4 py-3 text-sm text-gray-700">海立股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于抛光设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">海立股份</td>
<td class="px-4 py-3 text-sm text-gray-700">抛光设备</td>
<td class="px-4 py-3 text-sm text-gray-700">东方嘉盛</td>
<td class="px-4 py-3 text-sm text-gray-700">属于抛光设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">东方嘉盛</td>
<td class="px-4 py-3 text-sm text-gray-700">抛光设备</td>
<td class="px-4 py-3 text-sm text-gray-700">华海清科</td>
<td class="px-4 py-3 text-sm text-gray-700">属于抛光设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">光刻机</td>
<td class="px-4 py-3 text-sm text-gray-700">中微公司</td>
<td class="px-4 py-3 text-sm text-gray-700">属于光刻机产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中微公司</td>
<td class="px-4 py-3 text-sm text-gray-700">光刻机</td>
<td class="px-4 py-3 text-sm text-gray-700">神工股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于光刻机产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">神工股份</td>
<td class="px-4 py-3 text-sm text-gray-700">光刻机</td>
<td class="px-4 py-3 text-sm text-gray-700">ST元成</td>
<td class="px-4 py-3 text-sm text-gray-700">属于光刻机产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">ST元成</td>
<td class="px-4 py-3 text-sm text-gray-700">光刻机</td>
<td class="px-4 py-3 text-sm text-gray-700">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于光刻机产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">刻蚀设备</td>
<td class="px-4 py-3 text-sm text-gray-700">中微公司</td>
<td class="px-4 py-3 text-sm text-gray-700">属于刻蚀设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中微公司</td>
<td class="px-4 py-3 text-sm text-gray-700">刻蚀设备</td>
<td class="px-4 py-3 text-sm text-gray-700">神工股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于刻蚀设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">神工股份</td>
<td class="px-4 py-3 text-sm text-gray-700">刻蚀设备</td>
<td class="px-4 py-3 text-sm text-gray-700">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于刻蚀设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">万业企业</td>
<td class="px-4 py-3 text-sm text-gray-700">离子注入设备</td>
<td class="px-4 py-3 text-sm text-gray-700">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于离子注入设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">离子注入设备</td>
<td class="px-4 py-3 text-sm text-gray-700">万业企业</td>
<td class="px-4 py-3 text-sm text-gray-700">属于离子注入设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">华峰测控</td>
<td class="px-4 py-3 text-sm text-gray-700">测试设备</td>
<td class="px-4 py-3 text-sm text-gray-700">长川科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于测试设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">长川科技</td>
<td class="px-4 py-3 text-sm text-gray-700">测试设备</td>
<td class="px-4 py-3 text-sm text-gray-700">和林微纳</td>
<td class="px-4 py-3 text-sm text-gray-700">属于测试设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">和林微纳</td>
<td class="px-4 py-3 text-sm text-gray-700">测试设备</td>
<td class="px-4 py-3 text-sm text-gray-700">华峰测控</td>
<td class="px-4 py-3 text-sm text-gray-700">属于测试设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">芯源微</td>
<td class="px-4 py-3 text-sm text-gray-700">涂胶显影设备</td>
<td class="px-4 py-3 text-sm text-gray-700">盛美上海</td>
<td class="px-4 py-3 text-sm text-gray-700">属于涂胶显影设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">盛美上海</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">至纯科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">至纯科技</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">新莱应材</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">新莱应材</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">富乐德</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">富乐德</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">蓝英装备</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">蓝英装备</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">国林科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">国林科技</td>
<td class="px-4 py-3 text-sm text-gray-700">清洗设备</td>
<td class="px-4 py-3 text-sm text-gray-700">盛美上海</td>
<td class="px-4 py-3 text-sm text-gray-700">属于清洗设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">茂莱光学</td>
<td class="px-4 py-3 text-sm text-gray-700">检测设备</td>
<td class="px-4 py-3 text-sm text-gray-700">赛腾股份</td>
<td class="px-4 py-3 text-sm text-gray-700">属于检测设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">赛腾股份</td>
<td class="px-4 py-3 text-sm text-gray-700">检测设备</td>
<td class="px-4 py-3 text-sm text-gray-700">精测电子</td>
<td class="px-4 py-3 text-sm text-gray-700">属于检测设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">精测电子</td>
<td class="px-4 py-3 text-sm text-gray-700">检测设备</td>
<td class="px-4 py-3 text-sm text-gray-700">麦克奥迪</td>
<td class="px-4 py-3 text-sm text-gray-700">属于检测设备产业链</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">麦克奥迪</td>
<td class="px-4 py-3 text-sm text-gray-700">检测设备</td>
<td class="px-4 py-3 text-sm text-gray-700">茂莱光学</td>
<td class="px-4 py-3 text-sm text-gray-700">属于检测设备产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">沉积设备</td>
<td class="px-4 py-3 text-sm text-gray-700">拓荆科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于沉积设备产业链</td>
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<td class="px-4 py-3 text-sm font-medium text-gray-900">拓荆科技</td>
<td class="px-4 py-3 text-sm text-gray-700">沉积设备</td>
<td class="px-4 py-3 text-sm text-gray-700">微导纳米</td>
<td class="px-4 py-3 text-sm text-gray-700">属于沉积设备产业链</td>
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<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">微导纳米</td>
<td class="px-4 py-3 text-sm text-gray-700">沉积设备</td>
<td class="px-4 py-3 text-sm text-gray-700">北方华创</td>
<td class="px-4 py-3 text-sm text-gray-700">属于沉积设备产业链</td>
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<td class="px-4 py-3 text-sm font-medium text-gray-900">京仪装备</td>
<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">芯基微装</td>
<td class="px-4 py-3 text-sm text-gray-700">属于其它设备产业链</td>
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<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">芯基微装</td>
<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">光力科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于其它设备产业链</td>
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<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">光力科技</td>
<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">正帆科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于其它设备产业链</td>
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<td class="px-4 py-3 text-sm font-medium text-gray-900">正帆科技</td>
<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">珂玛科技</td>
<td class="px-4 py-3 text-sm text-gray-700">属于其它设备产业链</td>
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<td class="px-4 py-3 text-sm font-medium text-gray-900">珂玛科技</td>
<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">华亚智能</td>
<td class="px-4 py-3 text-sm text-gray-700">属于其它设备产业链</td>
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<td class="px-4 py-3 text-sm text-gray-700">其它设备</td>
<td class="px-4 py-3 text-sm text-gray-700">京仪装备</td>
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<h3 class="text-xl font-semibold text-gray-700 mb-4 bg-green-50 p-3 rounded-lg">芯片分销概念(250411)</h3>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
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<td class="px-4 py-3 text-sm font-medium text-gray-900">好上好</td>
<td class="px-4 py-3 text-sm text-gray-700">001298.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体产业链</td>
<td class="px-4 py-3 text-sm text-gray-700">上游电子元器件代理分销</td>
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<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">商络电子</td>
<td class="px-4 py-3 text-sm text-gray-700">300975.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销</td>
<td class="px-4 py-3 text-sm text-gray-700">5G/物联网</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件供应链服务</td>
<td class="px-4 py-3 text-sm text-gray-700">为5G和物联网领域提供电子元器件供应链服务</td>
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<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">雅创电子</td>
<td class="px-4 py-3 text-sm text-gray-700">301099.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体分销</td>
<td class="px-4 py-3 text-sm text-gray-700">汽车电子</td>
<td class="px-4 py-3 text-sm text-gray-700">汽车半导体分销</td>
<td class="px-4 py-3 text-sm text-gray-700">专注于汽车电子领域半导体分销</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">中电港</td>
<td class="px-4 py-3 text-sm text-gray-700">001287.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销</td>
<td class="px-4 py-3 text-sm text-gray-700">央企背景</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件综合供应链</td>
<td class="px-4 py-3 text-sm text-gray-700">中国电子集团控股,覆盖电子元器件全产业链服务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">威贸电子</td>
<td class="px-4 py-3 text-sm text-gray-700">833346.BJ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子制造</td>
<td class="px-4 py-3 text-sm text-gray-700">汽车电子</td>
<td class="px-4 py-3 text-sm text-gray-700">线束组件生产</td>
<td class="px-4 py-3 text-sm text-gray-700">主营汽车线束组件,属于汽车电子产业链</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">力源信息</td>
<td class="px-4 py-3 text-sm text-gray-700">300184.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销</td>
<td class="px-4 py-3 text-sm text-gray-700">物联网/5G</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件代理分销</td>
<td class="px-4 py-3 text-sm text-gray-700">代理分销物联网和5G相关电子元器件</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">润欣科技</td>
<td class="px-4 py-3 text-sm text-gray-700">300493.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体设计</td>
<td class="px-4 py-3 text-sm text-gray-700">芯片设计</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体设计与分销</td>
<td class="px-4 py-3 text-sm text-gray-700">从事芯片设计及半导体分销业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">深圳华强</td>
<td class="px-4 py-3 text-sm text-gray-700">000062.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件分销</td>
<td class="px-4 py-3 text-sm text-gray-700">电子市场运营</td>
<td class="px-4 py-3 text-sm text-gray-700">电子元器件交易市场</td>
<td class="px-4 py-3 text-sm text-gray-700">运营大型电子元器件交易市场及分销业务</td>
</tr>
<tr class="hover:bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">香农芯创</td>
<td class="px-4 py-3 text-sm text-gray-700">300475.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体</td>
<td class="px-4 py-3 text-sm text-gray-700">芯片制造</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体封测</td>
<td class="px-4 py-3 text-sm text-gray-700">主营半导体封测业务</td>
</tr>
<tr class="hover:bg-gray-50 bg-gray-50">
<td class="px-4 py-3 text-sm font-medium text-gray-900">盈方微</td>
<td class="px-4 py-3 text-sm text-gray-700">000670.SZ</td>
<td class="px-4 py-3 text-sm text-gray-700">半导体</td>
<td class="px-4 py-3 text-sm text-gray-700">集成电路</td>
<td class="px-4 py-3 text-sm text-gray-700">芯片设计与分销</td>
<td class="px-4 py-3 text-sm text-gray-700">从事集成电路设计及电子元器件分销</td>
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