547 lines
35 KiB
HTML
547 lines
35 KiB
HTML
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<html lang="zh-CN" data-theme="night">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>智能眼镜 - 深度研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0a0a0f;
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color: #e0e0e0;
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overflow-x: hidden;
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</head>
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<body class="antialiased min-h-screen">
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<div class="turrell-glow"></div>
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12 md:py-20">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-extrabold tracking-tight text-transparent bg-clip-text bg-gradient-to-br from-white to-gray-400 mb-4">
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智能眼镜 深度研究报告
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</h1>
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<p class="text-lg text-gray-400">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</p>
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<p class="text-sm text-gray-500 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- Concept Event & Timeline -->
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<div class="bento-item col-span-6 glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M15.59 14.37a6 6 0 0 1-5.84 7.38v-4.82m5.84-2.56a12.022 12.022 0 0 0-5.84-2.56m0 0a12.025 12.025 0 0 0-5.84 2.56m5.84-2.56V4.72a6 6 0 0 1-5.84-7.38v5.85" /></svg>
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概念奇点：技术与市场的共振
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</h2>
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<p class="text-gray-300 mb-6">智能眼镜概念的爆发，是在AI大模型技术成熟与硬件小型化、低功耗化的双重推动下，以Meta Ray-Ban的成功为标志，正从“极客玩具”转变为具备大众消费潜力的“AI硬件第一入口”，开启了从0到1的产业化元年。</p>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box">早期探索 (2014-2019)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16Zm-.75-4.75a.75.75 0 0 0 1.5 0V8.66l1.95 2.1a.75.75 0 1 0 1.1-1.02l-3.25-3.5a.75.75 0 0 0-1.1 0L6.2 9.74a.75.75 0 1 0 1.1 1.02l1.95-2.1v4.59Z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">联想、华为推出初代音频眼镜，完成初步市场教育。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">爆款验证 (2023.09)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16Zm-.75-4.75a.75.75 0 0 0 1.5 0V8.66l1.95 2.1a.75.75 0 1 0 1.1-1.02l-3.25-3.5a.75.75 0 0 0-1.1 0L6.2 9.74a.75.75 0 1 0 1.1 1.02l1.95-2.1v4.59Z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">Meta发布第二代Ray-Ban Meta，销量破百万，成功验证“AI+时尚眼镜”形态。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">标准确立 (近期)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16Zm-.75-4.75a.75.75 0 0 0 1.5 0V8.66l1.95 2.1a.75.75 0 1 0 1.1-1.02l-3.25-3.5a.75.75 0 0 0-1.1 0L6.2 9.74a.75.75 0 1 0 1.1 1.02l1.95-2.1v4.59Z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">中国信通院启动AI眼镜专项测试，发布全球首个系统性评测体系。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">"百镜大战" (2024-2025)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16Zm-.75-4.75a.75.75 0 0 0 1.5 0V8.66l1.95 2.1a.75.75 0 1 0 1.1-1.02l-3.25-3.5a.75.75 0 0 0-1.1 0L6.2 9.74a.75.75 0 1 0 1.1 1.02l1.95-2.1v4.59Z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">Meta & Oakley、小米、Rokid、雷鸟等国内外厂商密集发布新品。</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-start timeline-box">远期展望 (2026-2027)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 1 0 0-16 8 8 0 0 0 0 16Zm-.75-4.75a.75.75 0 0 0 1.5 0V8.66l1.95 2.1a.75.75 0 1 0 1.1-1.02l-3.25-3.5a.75.75 0 0 0-1.1 0L6.2 9.74a.75.75 0 1 0 1.1 1.02l1.95-2.1v4.59Z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">产业年出货量有望达千万级，苹果或入局引爆全球销量翻倍至2000万台。</div>
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</li>
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</ul>
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</div>
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<!-- Core Logic -->
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<div class="bento-item col-span-6 lg:col-span-4 row-span-2 glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M3.75 13.5l10.5-11.25L12 10.5h8.25L9.75 21.75 12 13.5H3.75z" /></svg>
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核心逻辑与市场认知
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</h2>
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<div class="space-y-6 text-gray-300">
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<div>
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<h3 class="font-bold text-lg text-white mb-2">核心观点摘要</h3>
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<p>智能眼镜正处在由 <strong class="text-indigo-300">AI大模型能力外溢</strong> 与 <strong class="text-purple-300">核心硬件技术成熟</strong> 共同驱动的产业爆发临界点。当前以Meta Ray-Ban为代表的无屏/轻显示AI眼镜已率先跑通商业模式，成为引爆市场的主要形态。未来，产业将沿着“AI眼镜 → AI+AR融合眼镜”的路径演进，有望成为继智能手机后下一个万亿级的大众消费电子平台。</p>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">三大核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-white">AI能力的“具身化”需求：</strong>AI大模型需要一个能实时感知物理世界、与人类视角同步的硬件载体。眼镜作为人类获取超过 <strong class="text-cyan-300">84%</strong> 信息的窗口，是承载AI应用落地的“天选”硬件。</li>
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<li><strong class="text-white">关键技术成熟与成本优化：</strong>
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<ul class="list-disc list-inside ml-4 mt-1 space-y-1 text-sm">
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<li><strong class="text-gray-200">芯片:</strong> 高通骁龙AR1+ Gen 1等专用芯片在体积、功耗和算力上取得平衡。国产方案有望将BOM成本降至 <strong class="text-cyan-300">600-700元</strong>。</li>
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<li><strong class="text-gray-200">AI模型:</strong> DeepSeek等开源模型大幅降低开发门槛 (训练成本仅为GPT-4o的 <strong class="text-cyan-300">1/20</strong>)。</li>
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</ul>
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</li>
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<li><strong class="text-white">商业模式的成功验证：</strong>Meta Ray-Ban百万级销量证明，消费者愿意为兼具“时尚装饰属性”和“轻量化智能体验”的产品买单。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-bold text-lg text-white mb-2">预期差分析</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><strong class="text-white">产品形态预期差：</strong>短期爆发点是技术门槛更低的 <strong class="text-indigo-300">“无屏AI眼镜”</strong>，而非技术瓶颈尚存的AR眼镜。市场可能高估短期AR放量，低估无屏AI眼镜的渗透潜力。</li>
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<li><strong class="text-white">产业链价值预期差：</strong>中国 <strong class="text-cyan-300">>50%</strong> 的近视率，使得 <strong class="text-purple-300">专业眼镜渠道（如博士眼镜）</strong> 和 <strong class="text-purple-300">高折射率镜片厂（如康耐特光学）</strong> 成为不可或缺的价值枢纽，其重要性可能被市场低估。</li>
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<li><strong class="text-white">竞争格局预期差：</strong>除科技巨头外，垂直应用场景（如运动、养老）可能呈现 <strong class="text-green-300">“百花齐放”</strong> 的态势，为创新公司提供机会。</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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<!-- Market Forecast -->
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<div class="bento-item col-span-6 lg:col-span-2 glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M2.25 18 9 11.25l4.306 4.306a11.95 11.95 0 0 1 5.814-5.518l2.74-1.22m0 0-5.94-2.281m5.94 2.28-2.28 5.941" /></svg>
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市场规模与展望
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</h2>
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<p class="text-gray-300 mb-4">2024年被称为“AI眼镜元年”，产业正处0-1阶段。预计到2026年，全球年出货量有望突破千万大关，完成从1%到10%的关键渗透。</p>
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<div id="marketChart" style="width: 100%; height: 250px;"></div>
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</div>
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<!-- Key Products -->
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<div class="bento-item col-span-6 lg:col-span-3 glass-card p-8">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M9.53 16.122a3 3 0 0 0-5.78 1.128 2.25 2.25 0 0 1-2.4 2.245 4.5 4.5 0 0 0 8.4-2.245c0-.399-.078-.78-.22-1.128Zm0 0a15.998 15.998 0 0 0 3.388-1.62m-5.043-.025a15.998 15.998 0 0 1 3.388-1.62m0 0a15.998 15.998 0 0 1 3.388-1.62m0 0a15.998 15.998 0 0 1 3.388-1.62m-13.5 6.344v-11.595a2.25 2.25 0 0 1 2.25-2.25h8.51a2.25 2.25 0 0 1 2.25 2.25v11.595m-1.5-6.344a.75.75 0 1 0-1.5 0 .75.75 0 0 0 1.5 0Zm-10.5 0a.75.75 0 1 0-1.5 0 .75.75 0 0 0 1.5 0Z" /></svg>
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“百镜大战”核心玩家
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</h2>
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<div class="space-y-4 text-gray-300">
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<div class="p-4 bg-gray-800/50 rounded-2xl">
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<strong class="text-white">Meta (Ray-Ban & Oakley):</strong> 行业引爆者与领导者。二代Ray-Ban Meta销量破百万，成功验证AI+时尚形态。近期联合Oakley推出运动眼镜，切入垂直赛道。核心参数: 1200万像素摄像头, 5麦克风阵列, 高通AR1芯片, 重量约50g, 售价299美元。
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</div>
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<div class="p-4 bg-gray-800/50 rounded-2xl">
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<strong class="text-white">小米:</strong> 国内市场破局者。市场预期其硬件能力强，定价超预期，有望在国内形成新一轮破圈效应。预计6月底发布。
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</div>
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<div class="p-4 bg-gray-800/50 rounded-2xl">
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<strong class="text-white">华为:</strong> 音频眼镜市场领导者。智能眼镜2代主打音频与颈椎健康监测，AI功能（翻译）依赖鸿蒙手机。国内连续4年音频眼镜市场出货量第一。
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</div>
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<div class="p-4 bg-gray-800/50 rounded-2xl">
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<strong class="text-white">Rokid / 雷鸟创新:</strong> AR技术先行者。Rokid Glasses采用双目光波导技术，主打AR显示与AI提词等功能。雷鸟则在AI+AR眼镜领域持续探索。
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</div>
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</div>
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</div>
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<!-- Tech & Challenges -->
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<div class="bento-item col-span-6 lg:col-span-3 glass-card p-8">
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<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M8.25 3v1.5M4.5 8.25H3m18 0h-1.5M4.5 12H3m18 0h-1.5m-15 3.75H3m18 0h-1.5M21 12a9 9 0 1 1-18 0 9 9 0 0 1 18 0ZM10.5 12a1.5 1.5 0 1 1-3 0 1.5 1.5 0 0 1 3 0Zm3.75-1.5a1.5 1.5 0 1 0 0-3 1.5 1.5 0 0 0 0 3Zm.75 4.5a1.5 1.5 0 1 0-3 0 1.5 1.5 0 0 0 3 0Z" /></svg>
|
||
技术路径与核心挑战
|
||
</h2>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div>
|
||
<strong class="text-white block mb-1">当前主流：无屏AI眼镜</strong>
|
||
<p class="text-sm">以语音交互为主，规避显示技术瓶颈，聚焦轻量化、低成本与时尚外观，是当前市场普及的主力。</p>
|
||
</div>
|
||
<div>
|
||
<strong class="text-white block mb-1">终极形态：AR融合眼镜</strong>
|
||
<p class="text-sm">叠加光学显示技术，是产业的星辰大海。核心瓶颈在于：</p>
|
||
<ul class="list-disc list-inside ml-4 mt-1 text-sm space-y-1">
|
||
<li><strong class="text-gray-200">光学方案:</strong> 光波导 (Waveguide) 是未来趋势，但成本高 (超$100/件)、良率低 (40-60%)。</li>
|
||
<li><strong class="text-gray-200">显示方案:</strong> MicroLED技术尚未完全成熟，量产困难。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-white block mb-1">核心挑战：“不可能三角”</strong>
|
||
<p class="text-sm">性能、功耗、重量三者难以兼顾。尤其在高算力场景，续航 (视频拍摄可能仅1分钟) 和发热问题依然严峻，佩戴舒适性 (目标<50g) 是关键痛点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk -->
|
||
<div class="bento-item col-span-6 glass-card p-8">
|
||
<h2 class="section-title">
|
||
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="1.5" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v3.75m-9.303 3.376c-.866 1.5.217 3.374 1.948 3.374h14.71c1.73 0 2.813-1.874 1.948-3.374L13.949 3.378c-.866-1.5-3.032-1.5-3.898 0L2.697 16.126ZM12 15.75h.007v.008H12v-.008Z" /></svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-gray-300">
|
||
<div>
|
||
<strong class="text-amber-300 block mb-1">技术风险</strong>
|
||
<ul class="list-disc list-inside text-sm space-y-1">
|
||
<li>AR显示技术（光波导/MicroLED）迭代不及预期，高成本、低良率问题持续。</li>
|
||
<li>续航、发热等“不可能三角”问题难以解决，影响用户体验。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-amber-300 block mb-1">商业化风险</strong>
|
||
<ul class="list-disc list-inside text-sm space-y-1">
|
||
<li>市场接受度不及预期，消费者对高定价和不完美体验的付费意愿有限。</li>
|
||
<li>缺乏“杀手级”应用，应用生态建设缓慢。</li>
|
||
<li>“百镜大战”引发价格战，侵蚀产业链利润。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-amber-300 block mb-1">政策与合规风险</strong>
|
||
<ul class="list-disc list-inside text-sm space-y-1">
|
||
<li>摄像头引发的隐私保护争议，可能导致严格的法规限制。</li>
|
||
<li>各国对数据采集和安全的监管政策趋严，增加合规成本。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Stock Data Section -->
|
||
<div class="mt-16" x-data="{
|
||
stocks: [],
|
||
groupedStocks: {},
|
||
activeTab: 'all',
|
||
tabs: [],
|
||
init() {
|
||
this.processStockData();
|
||
this.groupStocks();
|
||
this.tabs = ['all', ...Object.keys(this.groupedStocks)];
|
||
this.activeTab = this.tabs[0];
|
||
},
|
||
processStockData() {
|
||
const rawData = [
|
||
{ stock: '星宸科技', code: '301536', reason: 'ISP视觉效果应用于AI眼镜', tags: ['芯片', 'ISP'] },
|
||
{ stock: '安凯微', code: '688620', reason: '摄像机芯片搭载公司自研AI ISP；大视觉模型处理器芯片', tags: ['芯片', 'ISP'] },
|
||
{ stock: '恒玄科技', code: '688608', reason: '布局ISP技术；无线超低功耗计算SoC芯片领先，间接供应字节；华为曾用', tags: ['芯片', 'SoC', 'ISP'] },
|
||
{ stock: '晶晨股份', code: '688099', reason: '新一代人工智能视觉系统芯片，集成自研NPU和ISP技术', tags: ['芯片', 'ISP'] },
|
||
{ stock: '诚迈科技', code: '300598', reason: '智能驾驶域软件平台方面，有ISP等方面有技术积累', tags: ['芯片', 'ISP'] },
|
||
{ stock: '富瀚微', code: '300613', reason: '车载前装ISP二代产品放量；计划于2025年推出AI眼镜芯片；高分辨率低功耗IPC芯片优势', tags: ['芯片', 'ISP', 'SoC'] },
|
||
{ stock: '润欣科技', code: '300493', reason: 'SOC芯片和近场扬声器件，应用于客户的AR/AI眼镜产品。网传AI玩具合作字节', tags: ['芯片', 'SoC'] },
|
||
{ stock: '中科蓝讯', code: '688332', reason: '无线音频SoC芯片；深度合作火山引擎', tags: ['芯片', 'SoC'] },
|
||
{ stock: '亿通科技', code: '亿通科技', reason: '黄山系列超低功耗SOC芯片已实现量产和销售；小米生态链', tags: ['芯片', 'SoC', '终端品牌-小米'] },
|
||
{ stock: '炬芯科技', code: '688049', reason: 'SoC芯片', tags: ['芯片', 'SoC'] },
|
||
{ stock: '比依股份', code: '603215', reason: '参股且战略合作上海理湃，后者为AR眼镜光波导模组生产规模最大的供应商', tags: ['光学', '光波导'] },
|
||
{ stock: '中光学', code: '002189', reason: '56度衍射光波导镜片具备量产能力；加快向智能眼镜等领域拓展', tags: ['光学', '光波导'] },
|
||
{ stock: '星星科技', code: '300256', reason: '光波导相关', tags: ['光学', '光波导'] },
|
||
{ stock: '腾景科技', code: '688195', reason: '光波导相关', tags: ['光学', '光波导'] },
|
||
{ stock: '蓝特光学', code: '688127', reason: '光波导相关', tags: ['光学', '光波导'] },
|
||
{ stock: '兆易创新', code: '603986', reason: '国内利基dram/nand龙头；网传进入字节供应链', tags: ['芯片', '存储'] },
|
||
{ stock: '东芯股份', code: '688110', reason: '国内利基dram/nand头部', tags: ['芯片', '存储'] },
|
||
{ stock: '北京君正', code: '300223', reason: '国内利基dram头部；有低功耗IPC芯片', tags: ['芯片', '存储'] },
|
||
{ stock: '佰维存储', code: '688525', reason: '已经进入AI眼镜存储核心供应链（Rokid, Meta, 小米）', tags: ['芯片', '存储'] },
|
||
{ stock: '博士眼镜', code: '300622', reason: '眼镜渠道龙头，与雷鸟成立合资公司，是华为/Rokid/李未可/魅族等品牌合作方和服务商', tags: ['渠道'] },
|
||
{ stock: '明月镜片', code: '301101', reason: '国内镜片品牌头部，合作开发智能眼镜sasky，与小米、魅族合作供应镜片', tags: ['渠道', '光学镜片'] },
|
||
{ stock: '歌尔股份', code: '002241', reason: '核心代工厂商，为Meta/小米等品牌代工；布局光波导、MicroLED等光学技术', tags: ['代工', '光学'] },
|
||
{ stock: '亿道信息', code: '001314', reason: 'Rokid智能眼镜代工厂，并有技术研发合作', tags: ['代工', '终端品牌-Rokid'] },
|
||
{ stock: '英派斯', code: '002899', reason: '拟投资智能眼镜研发公司李未可科技，成立合资公司布局智能运动装备', tags: ['终端品牌-李未可', '垂直应用'] },
|
||
{ stock: '康耐特光学', reason: '镜片出海头部，具备高折射率镜片定制能力，与国际消费电子企业签署供应协议', tags: ['光学镜片'] },
|
||
{ stock: '水晶光电', code: '002273', reason: '布局Birdbath与光波导光学方案，为Meta提供全息波导片', tags: ['光学'] },
|
||
{ stock: '欧菲光', code: '002456', reason: '布局Birdbath与光波导光学方案，为小米提供摄像头', tags: ['光学', '摄像头'] },
|
||
{ stock: '清越科技', code: '688496', reason: 'Micro OLED屏幕', tags: ['屏幕'] },
|
||
{ stock: '华灿光电', code: '300323', reason: 'Micro LED屏幕', tags: ['屏幕'] },
|
||
{ stock: '瑞芯微', code: '603893', reason: 'SoC芯片', tags: ['芯片', 'SoC'] },
|
||
{ stock: '欣旺达', code: '300207', reason: '电池供应商，并涉及代工业务', tags: ['电池', '代工'] },
|
||
{ stock: '德赛电池', code: '000049', reason: '为小米、Meta等提供电池', tags: ['电池'] },
|
||
{ stock: '龙旗科技', code: '603341', reason: 'ODM代工厂商', tags: ['代工'] },
|
||
{ stock: '浙版传媒', code: '601921', reason: '通过春晓基金投资灵伴科技（Rokid）', tags: ['终端品牌-Rokid'] },
|
||
{ stock: '本川智能', code: '300964', reason: 'PCB制造商，受益于AI眼镜、华为等产业链发展', tags: ['PCB'] },
|
||
{ stock: '美格智能', code: '002881', reason: '智能模组供应商，受益于AI手机/AI眼镜等端侧AI硬件发展', tags: ['智能模组'] },
|
||
{ stock: '格林精密', code: '300968', reason: '精密结构件供应商，受益于AI智能眼镜产业链', tags: ['结构件'] },
|
||
{ stock: '影石创新', code: '688775', reason: '全景相机龙头，技术可复用于智能眼镜领域，已布局AI眼镜新品类', tags: ['终端品牌-其他'] },
|
||
];
|
||
|
||
const stockMap = new Map();
|
||
rawData.forEach(item => {
|
||
if (stockMap.has(item.stock)) {
|
||
const existing = stockMap.get(item.stock);
|
||
existing.reason += '；' + item.reason;
|
||
existing.tags = [...new Set([...existing.tags, ...item.tags])];
|
||
} else {
|
||
stockMap.set(item.stock, { ...item });
|
||
}
|
||
});
|
||
this.stocks = Array.from(stockMap.values());
|
||
},
|
||
getPrimaryTag(tags) {
|
||
const priority = ['渠道', '光学镜片', '光学', '屏幕', '芯片', '电池', 'PCB', '智能模组', '结构件', '代工', '终端品牌', '垂直应用'];
|
||
for (const p of priority) {
|
||
if (tags.some(t => t.startsWith(p))) {
|
||
return p;
|
||
}
|
||
}
|
||
return tags[0] || '其他';
|
||
},
|
||
groupStocks() {
|
||
this.groupedStocks = this.stocks.reduce((acc, stock) => {
|
||
const primaryTag = this.getPrimaryTag(stock.tags);
|
||
if (!acc[primaryTag]) {
|
||
acc[primaryTag] = [];
|
||
}
|
||
acc[primaryTag].push(stock);
|
||
return acc;
|
||
}, {});
|
||
},
|
||
filteredStocks() {
|
||
if (this.activeTab === 'all') {
|
||
return this.stocks;
|
||
}
|
||
return this.groupedStocks[this.activeTab] || [];
|
||
}
|
||
}">
|
||
<h2 class="text-3xl font-bold text-center mb-8 text-white">相关产业链上市公司</h2>
|
||
|
||
<div class="tabs tabs-boxed justify-center mb-8 bg-gray-800/50">
|
||
<template x-for="tab in tabs" :key="tab">
|
||
<a class="tab tab-lg"
|
||
:class="{ 'tab-active': activeTab === tab }"
|
||
@click.prevent="activeTab = tab"
|
||
x-text="tab === 'all' ? '全部' : tab">
|
||
</a>
|
||
</template>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table w-full stock-table">
|
||
<thead>
|
||
<tr class="text-white text-base">
|
||
<th class="w-1/5">产业链环节</th>
|
||
<th class="w-1/5">公司名称 (代码)</th>
|
||
<th class="w-3/5">核心逻辑 / 关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in filteredStocks()" :key="stock.code || stock.stock">
|
||
<tr class="hover">
|
||
<td>
|
||
<div class="flex flex-wrap gap-1">
|
||
<template x-for="tag in stock.tags">
|
||
<span class="badge badge-outline badge-primary text-xs" x-text="tag"></span>
|
||
</template>
|
||
</div>
|
||
</td>
|
||
<td class="font-semibold text-white">
|
||
<span x-text="stock.stock"></span>
|
||
<template x-if="stock.code && stock.code.match(/^\d{6}$/)">
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.code" target="_blank" class="ml-1 text-sm font-normal" x-text="'(' + stock.code + ')'"></a>
|
||
</template>
|
||
</td>
|
||
<td x-text="stock.reason" class="text-gray-300"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="text-center mt-16 text-gray-500 text-sm">
|
||
<p>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</p>
|
||
<p>本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('marketChart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['全球出货量 (万台)'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023', '2024 (E)', '2025 (E)', '2026 (E)', '2027 (E)'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLabel: {
|
||
formatter: '{value} 万台'
|
||
},
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '全球出货量 (万台)',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#818cf8'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(129, 140, 248, 0.5)' },
|
||
{ offset: 1, color: 'rgba(129, 140, 248, 0)' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [50, 250, 525, 1000, 2200]
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |