635 lines
28 KiB
HTML
635 lines
28 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>EDA行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.timeline-line {
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background: linear-gradient(to bottom, #667eea, #764ba2);
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}
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.hover-scale {
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transition: transform 0.3s ease;
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}
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.hover-scale:hover {
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transform: scale(1.05);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.text-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.badge-core {
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background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
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}
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.badge-chain {
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background: linear-gradient(135deg, #4facfe 0%, #00f2fe 100%);
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gradient mb-4">EDA行业洞察报告</h1>
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<p class="text-gray-600 text-lg max-w-3xl mx-auto">
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深度解析国产EDA替代进程、产业链布局与投资机会
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</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="px-4 py-2 bg-purple-100 text-purple-700 rounded-full text-sm font-medium">
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2025年国产替代元年
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</span>
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<span class="px-4 py-2 bg-blue-100 text-blue-700 rounded-full text-sm font-medium">
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市场规模354亿元
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</span>
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<span class="px-4 py-2 bg-green-100 text-green-700 rounded-full text-sm font-medium">
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CAGR 36%
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</span>
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</div>
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</div>
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<!-- 时间轴部分 -->
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<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-timeline mr-3 text-purple-600"></i>
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EDA制裁与发展时间轴
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</h2>
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<div class="relative">
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<div class="absolute left-4 md:left-1/2 transform md:-translate-x-1/2 h-full w-1 timeline-line"></div>
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<div class="space-y-8">
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8 mb-4 md:mb-0">
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<div class="bg-purple-100 rounded-lg p-4 hover-scale">
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<h3 class="font-bold text-purple-800">2018-2020年</h3>
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<p class="text-sm text-gray-600">美国对华EDA制裁启动</p>
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<p class="text-xs text-gray-500 mt-1">国产化率：6.24% → 11.48%</p>
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</div>
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</div>
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<div class="w-8 h-8 bg-purple-600 rounded-full flex items-center justify-center z-10">
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<i class="fas fa-flag text-white text-xs"></i>
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</div>
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<div class="md:w-1/2 md:pl-8"></div>
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</div>
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8"></div>
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<div class="w-8 h-8 bg-blue-600 rounded-full flex items-center justify-center z-10">
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<i class="fas fa-microchip text-white text-xs"></i>
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</div>
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<div class="md:w-1/2 md:pl-8">
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<div class="bg-blue-100 rounded-lg p-4 hover-scale">
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<h3 class="font-bold text-blue-800">2022年8月</h3>
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<p class="text-sm text-gray-600">GAAFET（3nm以下）EDA工具纳入出口管制</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8 mb-4 md:mb-0">
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<div class="bg-indigo-100 rounded-lg p-4 hover-scale">
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<h3 class="font-bold text-indigo-800">2024年12月</h3>
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<p class="text-sm text-gray-600">新增多重曝光工艺EDA管控</p>
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<p class="text-xs text-gray-500 mt-1">授权密钥被纳入限制</p>
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</div>
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</div>
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<div class="w-8 h-8 bg-indigo-600 rounded-full flex items-center justify-center z-10">
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<i class="fas fa-lock text-white text-xs"></i>
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</div>
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<div class="md:w-1/2 md:pl-8"></div>
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</div>
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8"></div>
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<div class="w-8 h-8 bg-red-600 rounded-full flex items-center justify-center z-10">
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<i class="fas fa-exclamation-triangle text-white text-xs"></i>
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</div>
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<div class="md:w-1/2 md:pl-8">
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<div class="bg-red-100 rounded-lg p-4 hover-scale">
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<h3 class="font-bold text-red-800">2025年5月29日</h3>
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<p class="text-sm text-gray-600">三大EDA巨头全面断供中国14nm以下制程</p>
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<p class="text-xs text-gray-500 mt-1">Synopsys已暂停在华新订单</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-center">
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<div class="md:w-1/2 md:text-right md:pr-8 mb-4 md:mb-0">
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<div class="bg-green-100 rounded-lg p-4 hover-scale">
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<h3 class="font-bold text-green-800">2025年6月</h3>
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<p class="text-sm text-gray-600">国产EDA政策支持加码</p>
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<p class="text-xs text-gray-500 mt-1">广州开发区补贴100万/年，大基金二期注资20亿</p>
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</div>
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</div>
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<div class="w-8 h-8 bg-green-600 rounded-full flex items-center justify-center z-10">
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<i class="fas fa-chart-line text-white text-xs"></i>
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</div>
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<div class="md:w-1/2 md:pl-8"></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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<!-- 核心观点 -->
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<div class="grid md:grid-cols-3 gap-6 mb-8">
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<div class="bg-white rounded-2xl card-shadow p-6 hover-scale">
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<div class="text-purple-600 mb-4">
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<i class="fas fa-lightbulb text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">当前阶段</h3>
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<p class="text-gray-600 text-sm">
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EDA国产化已从"政策驱动"进入"断供倒逼+技术验证"的临界点，<span class="font-bold text-purple-600">2025年是国产替代订单兑现元年</span>
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</p>
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</div>
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<div class="bg-white rounded-2xl card-shadow p-6 hover-scale">
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<div class="text-blue-600 mb-4">
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<i class="fas fa-rocket text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">核心驱动力</h3>
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<p class="text-gray-600 text-sm">
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美国技术封锁升级直接触发<span class="font-bold text-blue-600">百亿级国产替代需求</span>，本土企业技术突破形成闭环
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</p>
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</div>
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<div class="bg-white rounded-2xl card-shadow p-6 hover-scale">
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<div class="text-green-600 mb-4">
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<i class="fas fa-chart-line text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold text-gray-800 mb-3">未来潜力</h3>
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<p class="text-gray-600 text-sm">
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中国EDA市场<span class="font-bold text-green-600">2024年135.9亿元→2027年354亿元</span>，国产化率有望从15%提升至30%+
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</p>
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</div>
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</div>
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<!-- 股票数据表格 -->
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<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-table mr-3 text-purple-600"></i>
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关联股票数据
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</h2>
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<div class="overflow-x-auto">
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<table class="min-w-full">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市占率</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">来源</th>
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<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-purple-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">华大九天</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-core text-white">核心公司</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-medium">7%</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
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<td class="px-6 py-4 text-sm text-gray-500">国产EDA龙头，数字EDA全流程工具预计2025年完成覆盖</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-purple-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">概伦电子</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-core text-white">核心公司</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-medium">2%</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
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<td class="px-6 py-4 text-sm text-gray-500">国产EDA龙二，SPICE仿真器在7nm/5nm先进工艺节点验证中取得进展</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-purple-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">广立微</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-core text-white">核心公司</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-medium">2%</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">机构研报</td>
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<td class="px-6 py-4 text-sm text-gray-500">国产EDA龙三，在制造类EDA工具中表现突出</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">隧道股份</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工商信息</td>
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<td class="px-6 py-4 text-sm text-gray-500">间接参股华大九天3.03%，通过上海建元基金</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">安路科技</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">搜互动</td>
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<td class="px-6 py-4 text-sm text-gray-500">专用EDA软件主要针对本公司的FPGA芯片设计</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">赛微电子</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">搜互动</td>
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<td class="px-6 py-4 text-sm text-gray-500">间接持股（4.67%）青岛展诚科技涉及EDA软件业务</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">东土科技</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">搜互动</td>
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<td class="px-6 py-4 text-sm text-gray-500">参股（2.897%）中科亿海微团队自主开发了FPGA EDA软件</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap">
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<div class="flex items-center">
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<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
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<span class="font-medium text-gray-900">复旦微电</span>
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</div>
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</td>
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<td class="px-6 py-4 whitespace-nowrap">
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<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
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</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">搜公告</td>
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<td class="px-6 py-4 text-sm text-gray-500">具备全流程自主产权的FPGA配套EDA工具ProCiseTM</td>
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</tr>
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<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="w-3 h-3 bg-blue-600 rounded-full mr-3"></div>
|
||
<span class="font-medium text-gray-900">张江高科</span>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs rounded-full badge-chain text-white">产业链关联</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">——</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EDA</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">搜公告</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">参与投资EDA创新中心，打造全流程国产EDA生态</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-project-diagram mr-3 text-purple-600"></i>
|
||
产业链图谱
|
||
</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="text-center">
|
||
<div class="bg-purple-100 rounded-xl p-6 mb-4">
|
||
<i class="fas fa-arrow-up text-4xl text-purple-600 mb-3"></i>
|
||
<h3 class="font-bold text-purple-800 text-lg">上游</h3>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<span class="font-medium">IP核：</span>芯原股份
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<span class="font-medium">晶圆厂：</span>中芯国际
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<span class="font-medium">设备：</span>北方华创
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-blue-100 rounded-xl p-6 mb-4">
|
||
<i class="fas fa-microchip text-4xl text-blue-600 mb-3"></i>
|
||
<h3 class="font-bold text-blue-800 text-lg">中游</h3>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-blue-50 rounded-lg p-3 text-sm border-2 border-blue-200">
|
||
<span class="font-medium">EDA工具：</span>
|
||
</div>
|
||
<div class="bg-blue-50 rounded-lg p-3 text-sm">
|
||
华大九天 / 概伦电子 / 广立微
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-100 rounded-xl p-6 mb-4">
|
||
<i class="fas fa-arrow-down text-4xl text-green-600 mb-3"></i>
|
||
<h3 class="font-bold text-green-800 text-lg">下游</h3>
|
||
</div>
|
||
<div class="space-y-2">
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<span class="font-medium">芯片设计：</span>华为海思、韦尔股份
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-3 text-sm">
|
||
<span class="font-medium">封测：</span>长电科技
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-chess mr-3 text-purple-600"></i>
|
||
核心玩家对比
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full">
|
||
<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">技术壁垒</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2024年市占率</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="font-bold text-purple-600">华大九天</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-900">
|
||
模拟全流程<span class="text-purple-600 font-medium">全球唯一</span>，数字工具<span class="text-purple-600 font-medium">5nm验证</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-bold">7%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">数字后端工具依赖并购整合</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="font-bold text-blue-600">概伦电子</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-900">
|
||
器件建模<span class="text-blue-600 font-medium">台积电3nm认证</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-bold">2%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">制造类EDA客户集中度高</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="font-bold text-green-600">广立微</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-900">
|
||
良率分析<span class="text-green-600 font-medium">三星供应链</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-bold">2%</td>
|
||
<td class="px-6 py-4 text-sm text-gray-500">硬件设备收入占比过高（80%）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="bg-white rounded-2xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-purple-600"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-xl p-6">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-microchip text-red-600 text-xl mr-3"></i>
|
||
<h3 class="font-bold text-red-800">技术风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">
|
||
布局布线工具仍依赖海外算法（Synopsys ICC2垄断），国产替代需并购+自研双轮驱动
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-xl p-6">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-dollar-sign text-orange-600 text-xl mr-3"></i>
|
||
<h3 class="font-bold text-orange-800">商业化风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">
|
||
国产EDA价格比海外高20-30%（华大九天路演数据），客户切换动力不足
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-50 rounded-xl p-6">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-gavel text-yellow-600 text-xl mr-3"></i>
|
||
<h3 class="font-bold text-yellow-800">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">
|
||
若美国放宽14nm以上制程限制，国产替代节奏可能放缓
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-50 rounded-xl p-6">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-info-circle text-purple-600 text-xl mr-3"></i>
|
||
<h3 class="font-bold text-purple-800">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-700">
|
||
路演称"2025年数字全流程覆盖"，但技术报告显示布局布线工具仍需外购（存在6-12个月延期风险）
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="bg-gradient-to-r from-purple-600 to-blue-600 rounded-2xl card-shadow p-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-lightbulb mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3">阶段判断</h3>
|
||
<p class="text-purple-100">
|
||
EDA国产化已从"主题炒作"进入"订单验证"阶段，<span class="font-bold">2025年Q3-Q4是业绩兑现关键窗口</span>
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3">投资方向</h3>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-bold mb-2">最纯标的</h4>
|
||
<p class="text-sm">
|
||
<span class="font-bold">华大九天</span>（模拟全流程+数字并购预期），PS估值48倍（2024E）低于海外龙头
|
||
</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 rounded-lg p-4">
|
||
<h4 class="font-bold mb-2">弹性标的</h4>
|
||
<p class="text-sm">
|
||
<span class="font-bold">概伦电子</span>（3nm器件建模稀缺性），市销率23倍（2024E）存在技术溢价
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3">跟踪指标</h3>
|
||
<div class="space-y-2">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-3"></i>
|
||
<p class="text-sm"><span class="font-bold">华大九天</span>：2025年Q3数字后端工具并购落地及华为5nm项目订单确认</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-3"></i>
|
||
<p class="text-sm"><span class="font-bold">概伦电子</span>：台积电3nm工艺国产EDA工具量产订单（预计2025年Q4）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle mt-1 mr-3"></i>
|
||
<p class="text-sm"><span class="font-bold">行业数据</span>：中国EDA市场国产化率季度环比提升（目标2025年底20%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#667eea"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#667eea",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |