590 lines
38 KiB
HTML
590 lines
38 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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=1.0">
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<title>固态变压器SST 深度研究报告</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></script>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.4); /* slate-900 with alpha */
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-webkit-backdrop-filter: blur(16px);
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backdrop-filter: blur(16px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 41, 59, 0.5); /* slate-800 with alpha */
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border: 1px solid rgba(255, 255, 255, 0.2);
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transform: translateY(-4px);
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box-shadow: 0 0 25px rgba(0, 191, 255, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.grid-span-12 { grid-column: span 12; }
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}
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.glow-border {
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position: relative;
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border-radius: inherit;
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background: linear-gradient(145deg, rgba(0, 191, 255, 0.5), rgba(255, 0, 255, 0.5));
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linear-gradient(#fff 0 0) content-box,
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linear-gradient(#fff 0 0);
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mask-composite: exclude;
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pointer-events: none;
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}
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.section-title {
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font-size: 1.75rem;
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font-weight: 600;
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(0, 191, 255, 0.3);
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margin-bottom: 1.5rem;
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display: inline-block;
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color: #f0f0f0;
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}
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.sub-title {
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font-size: 1.2rem;
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font-weight: 500;
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color: #a5b4fc; /* indigo-300 */
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margin-bottom: 0.75rem;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 to-purple-500 tracking-tight">
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固态变压器 (SST) 深度研究报告
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</h1>
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<p class="mt-4 text-lg text-slate-400">AI时代数据中心能源变革的终极解决方案</p>
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<p class="mt-2 text-sm text-slate-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Core Viewpoint -->
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<section class="grid-span-12 glass-card rounded-3xl p-6 md:p-8 glow-border">
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<h2 class="section-title">核心观点摘要</h2>
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<p class="text-slate-300 text-base leading-relaxed">
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固态变压器（SST）是AI时代数据中心能源变革的终极解决方案，其核心逻辑在于以“硅进铜退”的电力电子技术，解决AIDC（人工智能数据中心）高功率密度下的供电效率、空间占用和新能源兼容性三大痛点。目前，该概念正处于从样机验证向量产落地的产业化前期，由英伟达等下游巨头定义标准、国内外头部厂商加速产品迭代，预计 <strong>2026-2027年</strong> 将迎来商业化应用的“临界点”，远期市场空间有望达到千亿级别。
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</p>
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</section>
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<!-- Market Drivers -->
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<section class="grid-span-7 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">核心驱动力：AI算力引爆的“电荒”危机</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="sub-title">1. AIDC极致功率密度需求</h3>
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<p>随着AI大模型发展，芯片功耗呈指数级提升（如NVIDIA GB200功耗达 <strong>2700W</strong>），驱动AIDC单机柜功率密度从传统10-15kW跃升至 <strong>20-120kW</strong>，甚至向兆瓦级演进。传统供电架构在效率、空间和成本（尤其铜缆用量）方面已达瓶颈。</p>
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</div>
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<div>
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<h3 class="sub-title">2. 行业标准确立：英伟达的“终极方案”</h3>
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<p>英伟达发布《面向下一代AI基础设施的800VDC架构》白皮书，首次将SST（英伟达称之为SAT方案）明确定义为AIDC供电的“终极方案”，极大地提升了市场对SST技术路线的认可度和确定性。</p>
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</div>
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<div>
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<h3 class="sub-title">3. 商业化TCO优势</h3>
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<p>尽管初期投资高，但SST带来的全生命周期成本（TCO）优势显著，包括节省机房空间、降低电费损耗、缩短 <strong>75%</strong> 的建设周期（实现 <strong>90天内</strong> 交付）、简化运维等。在“缺电”和土地资源紧张的背景下，这些优势对云厂商具有极强吸引力。</p>
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</div>
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</div>
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</section>
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<!-- Technical Definition -->
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<section class="grid-span-5 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">技术原理：“硅进铜退”</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="sub-title">核心定义</h3>
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<p>SST，又称“能源路由器”，是一种新型电力电子设备。它摒弃传统变压器的铁心与线圈结构，以 <strong>SiC/GaN</strong> 等第三代半导体功率器件为核心，通过高频变换技术实现电压等级调整和电能路由。</p>
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</div>
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<div>
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<h3 class="sub-title">三级变换架构</h3>
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<ul class="list-decimal list-inside space-y-2 pl-2">
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<li><strong>输入级 (AC/DC):</strong> 将工频交流电转换为直流电。</li>
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<li><strong>隔离级 (DC/高频AC/DC):</strong> 将直流电转换为高频交流，通过高频变压器实现电气隔离和变压，再转换回直流。这是缩小体积、提高效率的关键。</li>
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<li><strong>输出级 (DC/AC或DC/DC):</strong> 按需输出交流或直流电，如为数据中心直接输出 <strong>800V HVDC</strong>。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Advantages vs Disadvantages -->
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<section class="grid-span-12 glass-card rounded-3xl p-6 md:p-8" x-data="{ tab: 'advantages' }">
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<div class="flex border-b border-slate-700 mb-6">
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<button @click="tab = 'advantages'" :class="{'border-cyan-400 text-white': tab === 'advantages', 'border-transparent text-slate-400': tab !== 'advantages'}" class="py-2 px-4 border-b-2 font-medium transition-colors">颠覆性优势</button>
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<button @click="tab = 'challenges'" :class="{'border-cyan-400 text-white': tab === 'challenges', 'border-transparent text-slate-400': tab !== 'challenges'}" class="py-2 px-4 border-b-2 font-medium transition-colors">挑战与风险</button>
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</div>
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<div x-show="tab === 'advantages'" x-transition>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">🚀 效率跃升</h4>
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<p class="text-sm text-slate-300">端到端效率突破 <strong>97.5% - 98.5%</strong> (传统方案92-94%)，损耗降低50%。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">📦 空间革命</h4>
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<p class="text-sm text-slate-300">体积/重量仅为传统变压器的 <strong>1/3 ~ 1/5</strong>，节省占地面积超 <strong>50%</strong>。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">⚡️ AI级响应</h4>
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<p class="text-sm text-slate-300">毫秒级动态响应，GPU负载波动下响应时间 <strong>< 5ms</strong>。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">🌐 新能源兼容</h4>
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<p class="text-sm text-slate-300">支持风、光、储等直流电源灵活接入，实现“源网荷储”智能管理。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">🧩 功能集成</h4>
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<p class="text-sm text-slate-300">集成SVG、APF等电能质量治理功能，简化设备配置。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-cyan-300 mb-2">📅 快速部署</h4>
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<p class="text-sm text-slate-300">工厂预制化，建设周期缩短至 <strong>3个月以内</strong>。</p>
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</div>
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</div>
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</div>
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<div x-show="tab === 'challenges'" x-transition style="display: none;">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">💰 高昂的初始成本</h4>
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<p class="text-sm text-slate-300">单W价格是传统油浸变压器的 <strong>3-5倍</strong>，是商业化最大障碍。降本速度是关键。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">🛡️ 可靠性与成熟度</h4>
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<p class="text-sm text-slate-300">技术仍处早期，长期运行的可靠性、故障率及寿命尚需大规模、长时间的验证。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">🔥 技术挑战</h4>
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<p class="text-sm text-slate-300">兆瓦级大功率下的高频热管理、绝缘设计、电磁兼容是核心技术难点。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">📄 标准缺失</h4>
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<p class="text-sm text-slate-300">行业标准尚未统一，各家方案可能存在兼容性问题，不利于规模化推广。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">📈 市场接受度</h4>
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<p class="text-sm text-slate-300">数据中心对供电可靠性要求极高，运营商对新技术的接受过程可能比预期更保守、漫长。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
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<h4 class="font-semibold text-amber-300 mb-2">🤔 预期差风险</h4>
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<p class="text-sm text-slate-300">市场可能对 <strong>2026年</strong> 的爆发速度过于乐观，实际规模化订单落地或在 <strong>2027-2028年</strong>。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Market Forecast -->
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<section class="grid-span-8 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">市场空间预测：千亿赛道开启</h2>
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<p class="text-slate-400 mb-4 -mt-4">各大机构对SST市场规模预测存在差异，但均指向未来广阔的增长空间。</p>
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<div id="market-forecast-chart" class="w-full h-96"></div>
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</section>
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<!-- Commercialization Timeline -->
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<section class="grid-span-4 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">产业化路径</h2>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700">
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<time class="font-mono italic text-cyan-400">2023-2024</time>
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<div class="text-lg font-black text-white">标杆落地</div>
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中国西电 2.4MW SST 产品应用于“东数西算”贵安数据中心，完成技术可行性验证。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700">
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<time class="font-mono italic text-cyan-400">2024-2025</time>
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<div class="text-lg font-black text-white">试点验证期</div>
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头部云厂商小规模试点部署，金盘科技、新特电气等厂商样机送样海外大厂。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box bg-slate-800/50 border-slate-700">
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<time class="font-mono italic text-cyan-400">2026-2028</time>
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<div class="text-lg font-black text-white">渗透率加速期</div>
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预计 <strong>2027年</strong> 进入小批量量产，<strong>2028年</strong> 实现规模化部署，成本下降与可靠性验证推动渗透率快速提升。
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-end timeline-box bg-slate-800/50 border-slate-700">
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<time class="font-mono italic text-cyan-400">2029+</time>
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<div class="text-lg font-black text-white">成熟普及期</div>
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SST成为AIDC供电主流选择之一，并拓展至充电桩、微电网等领域，市场规模达千亿级别。
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</div>
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</li>
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</ul>
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</section>
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<!-- Industry Chain -->
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<section class="grid-span-12 glass-card rounded-3xl p-6 md:p-8">
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<h2 class="section-title">产业链全景图谱 & 核心玩家</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="space-y-4">
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<h3 class="text-xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-purple-400 to-pink-500">上游：核心元器件与材料</h3>
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<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-purple-300">功率半导体 (价值占比 40-50%)</h4>
|
||
<p class="text-sm text-slate-300 mt-1">SiC/GaN功率模块，SST实现高频高效的核心。是价值量最高环节。</p>
|
||
<p class="text-xs text-slate-400 mt-2">相关公司: 宏微科技、英诺赛科</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-purple-300">磁性材料/元件 (价值占比 ~20%)</h4>
|
||
<p class="text-sm text-slate-300 mt-1">高频低损耗的纳米晶/铁氧体磁芯，高频变压器的基础。</p>
|
||
<p class="text-xs text-slate-400 mt-2">相关公司: 横店东磁、天通股份、麦捷科技、云路股份、安泰科技</p>
|
||
</div>
|
||
</div>
|
||
<!-- Midstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-cyan-400 to-teal-400">中游：核心部件与系统集成</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-cyan-300">高频变压器</h4>
|
||
<p class="text-sm text-slate-300 mt-1">SST的技术壁垒最高环节，要求在高频高压下控制局部放电和损耗。</p>
|
||
<p class="text-xs text-slate-400 mt-2">相关公司: 京泉华、伊戈尔、新特电气</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-cyan-300">电力电子变换/整机</h4>
|
||
<p class="text-sm text-slate-300 mt-1">负责AC/DC、DC/DC变换，是SST的“心脏”，考验系统集成与控制能力。</p>
|
||
<p class="text-xs text-slate-400 mt-2">相关公司: 中国西电、金盘科技、禾望电气、盛弘股份、阳光电源、四方股份</p>
|
||
</div>
|
||
</div>
|
||
<!-- Downstream -->
|
||
<div class="space-y-4">
|
||
<h3 class="text-xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-green-400 to-lime-400">下游：应用场景</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-green-300">AI数据中心 (AIDC)</h4>
|
||
<p class="text-sm text-slate-300 mt-1">核心应用场景，解决高功率密度供电难题。</p>
|
||
<p class="text-xs text-slate-400 mt-2">核心客户: 谷歌、微软、Meta、阿里、字节、英伟达等</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700">
|
||
<h4 class="font-semibold text-green-300">其他潜力场景</h4>
|
||
<p class="text-sm text-slate-300 mt-1">特斯拉超级充电站、光伏/储能并网、微电网、轨道交通等。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Rise Analysis -->
|
||
<section class="grid-span-12 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="section-title">相关个股异动解析</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 xl:grid-cols-3 gap-4">
|
||
<!-- Card for each stock -->
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700 flex flex-col">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-white">特锐德 (300001)</div>
|
||
<div class="badge badge-accent">+15.93%</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300 flex-grow"><strong>核心逻辑:</strong> 公司发布在AIDC和SST领域的重要战略布局，覆盖功率器件、芯片、高频变压器、直流断路器全产业链，利用充电桩业务的技术同源性和规模优势切入新赛道，市场预期其有望成为AI数据中心解决方案提供商，打开长期增长空间。</p>
|
||
<div class="text-xs text-slate-500 mt-2 text-right">2025-09-23</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700 flex flex-col">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-white">京泉华 (002885)</div>
|
||
<div class="badge badge-accent">+10.01%</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300 flex-grow"><strong>核心逻辑:</strong> 英伟达白皮书将“800V+SST”列为标配，公司作为国际电源巨头伊顿SST高频变压器的独家供应商，且已批量供应华为、比亚迪充电桩模块，被市场视为SST核心元器件的稀缺标的，直接受益于AI数据中心和800V超充双重趋势。</p>
|
||
<div class="text-xs text-slate-500 mt-2 text-right">2025-10-16</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700 flex flex-col">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-white">中国西电 (601179)</div>
|
||
<div class="badge badge-accent">+10.01%</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300 flex-grow"><strong>核心逻辑:</strong> “传统订单高增+AI算力新需求”戴维斯双击。公司2.4MW SST已批量出货，磁性器件纳入英伟达全球算力供应链，形成SST业务 0->1 的突破，估值体系有望从传统电力设备向高增长的AI算力电源切换。</p>
|
||
<div class="text-xs text-slate-500 mt-2 text-right">2025-11-06</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700 flex flex-col">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-white">白云电器 (603861)</div>
|
||
<div class="badge badge-accent">+9.98%</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300 flex-grow"><strong>核心逻辑:</strong> 公司参股9.8%并与西安为光联合开发的SST关键技术通过国家级鉴定，同时英伟达白皮书发布，凸显其稀缺性。SST样机已供数据中心小批量验证，形成“风电+储能+SST”三重概念催化。</p>
|
||
<div class="text-xs text-slate-500 mt-2 text-right">2025-10-20</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-xl border border-slate-700 flex flex-col">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<div class="font-bold text-lg text-white">灿能电力 (920299)</div>
|
||
<div class="badge badge-accent">+29.96%</div>
|
||
</div>
|
||
<p class="text-sm text-slate-300 flex-grow"><strong>核心逻辑:</strong> 《新一代配电网建设改造专项试点通知》首次将SST纳入中央财政补贴，且明确试点门槛。公司成为政策白名单内唯一兼具挂网运行记录（湖州2MW SST）与在手订单的稀缺标的，被视为政策红利最纯正的受益者。</p>
|
||
<div class="text-xs text-slate-500 mt-2 text-right">2025-11-05</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Table -->
|
||
<section class="grid-span-12 glass-card rounded-3xl p-6 md:p-8">
|
||
<h2 class="section-title">相关概念股票池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="bg-transparent text-white">股票名称</th>
|
||
<th class="bg-transparent text-white">股票代码</th>
|
||
<th class="bg-transparent text-white">核心逻辑</th>
|
||
<th class="bg-transparent text-white">标签分类</th>
|
||
<th class="bg-transparent text-white">信源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">中国西电</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=601179" target="_blank" class="text-cyan-400 hover:underline">601179</a></td>
|
||
<td class="bg-transparent">2.4MW级产品已应用于“东数西算”贵安数据中心，技术与实践双领先。</td>
|
||
<td class="bg-transparent"><span class="badge badge-primary badge-outline">产品落地</span></td>
|
||
<td class="bg-transparent">新闻/研报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">金盘科技</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=688676" target="_blank" class="text-cyan-400 hover:underline">688676</a></td>
|
||
<td class="bg-transparent">已开发出10kV/2.4MW样机，AIDC客户资源深厚，出海验证时间表明确。</td>
|
||
<td class="bg-transparent"><span class="badge badge-secondary badge-outline">样机开发</span></td>
|
||
<td class="bg-transparent">路演/研报</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">新特电气</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=301120" target="_blank" class="text-cyan-400 hover:underline">301120</a></td>
|
||
<td class="bg-transparent">重点开发产品，已卡位核心头部客户，与维谛合作研发SST。</td>
|
||
<td class="bg-transparent"><span class="badge badge-info badge-outline">产品开发</span></td>
|
||
<td class="bg-transparent">新闻/调研</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">京泉华</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002885" target="_blank" class="text-cyan-400 hover:underline">002885</a></td>
|
||
<td class="bg-transparent">绑定伊顿，专注于技术壁垒最高的中压中频变压器，全球少数具备可靠量产能力的厂商。</td>
|
||
<td class="bg-transparent"><span class="badge badge-accent badge-outline">核心部件</span></td>
|
||
<td class="bg-transparent">新闻</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">横店东磁</td>
|
||
<td class="bg-transparent">N/A</td>
|
||
<td class="bg-transparent">定位为SST核心材料供应商，样品已通过头部企业验证，进入维谛800V SST项目供应商名录。</td>
|
||
<td class="bg-transparent"><span class="badge badge-warning badge-outline">上游材料</span></td>
|
||
<td class="bg-transparent">新闻</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">四方股份</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=601126" target="_blank" class="text-cyan-400 hover:underline">601126</a></td>
|
||
<td class="bg-transparent">提供包括SST在内的系列化解决方案，已官宣产品并具备整套方案能力。</td>
|
||
<td class="bg-transparent"><span class="badge badge-info badge-outline">解决方案</span></td>
|
||
<td class="bg-transparent">路演/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">阳光电源</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=300274" target="_blank" class="text-cyan-400 hover:underline">300274</a></td>
|
||
<td class="bg-transparent">技术同源，在电力电子设备、高电压等级和SiC应用上经验丰富，跨界潜力股。</td>
|
||
<td class="bg-transparent"><span class="badge badge-success badge-outline">技术研发</span></td>
|
||
<td class="bg-transparent">新闻/互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-700/50">
|
||
<td class="bg-transparent">伊戈尔</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002922" target="_blank" class="text-cyan-400 hover:underline">002922</a></td>
|
||
<td class="bg-transparent">积极向SST业务转型，针对数据中心有系列化解决方案及产品。</td>
|
||
<td class="bg-transparent"><span class="badge badge-success badge-outline">技术研发</span></td>
|
||
<td class="bg-transparent">互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/50">
|
||
<td class="bg-transparent">科陆电子</td>
|
||
<td class="bg-transparent"><a href="https://valuefrontier.cn/company?scode=002121" target="_blank" class="text-cyan-400 hover:underline">002121</a></td>
|
||
<td class="bg-transparent">直流配用电系统技术研究涉及固态变压器。</td>
|
||
<td class="bg-transparent"><span class="badge badge-success badge-outline">技术研发</span></td>
|
||
<td class="bg-transparent">年报</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 mt-12 border-t border-slate-800">
|
||
<p class="text-sm text-slate-500">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 class="text-xs text-slate-600 mt-2">免责声明：本报告为AI合成数据，所有信息仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
</footer>
|
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|
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