Files
vf_react/public/htmls/盛合晶微.html
2025-11-13 17:38:54 +08:00

538 lines
27 KiB
HTML
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>盛合晶微 - 先进封装产业链深度解析</title>
<!-- DaisyUI & Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.0/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<!-- Chart.js -->
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<!-- Font Awesome Icons -->
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
<!-- Custom Styles -->
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
min-height: 100vh;
}
.glass-morphism {
background: rgba(255, 255, 255, 0.95);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.18);
}
.gradient-text {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.timeline-line {
background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
width: 2px;
position: absolute;
left: 20px;
top: 0;
bottom: 0;
}
.hover-scale {
transition: transform 0.3s ease, box-shadow 0.3s ease;
}
.hover-scale:hover {
transform: translateY(-5px);
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
}
.stock-table {
overflow-x: auto;
-webkit-overflow-scrolling: touch;
}
@media (max-width: 768px) {
.stock-table {
font-size: 0.875rem;
}
}
.tag-pill {
display: inline-block;
padding: 4px 12px;
border-radius: 20px;
font-size: 0.75rem;
font-weight: 500;
margin: 2px;
}
.tag-supply { background: #e0f2fe; color: #0369a1; }
.tag-holding { background: #fef3c7; color: #d97706; }
.tag-cooperation { background: #dcfce7; color: #16a34a; }
.floating-card {
animation: float 6s ease-in-out infinite;
}
@keyframes float {
0% { transform: translateY(0px); }
50% { transform: translateY(-20px); }
100% { transform: translateY(0px); }
}
</style>
</head>
<body class="bg-gradient-to-br from-purple-50 to-blue-50">
<!-- Navigation -->
<nav class="glass-morphism sticky top-0 z-50 border-b border-gray-200">
<div class="container mx-auto px-4 py-4">
<div class="flex items-center justify-between">
<div class="flex items-center space-x-4">
<div class="w-10 h-10 bg-gradient-to-r from-purple-600 to-blue-600 rounded-lg flex items-center justify-center">
<i class="fas fa-microchip text-white"></i>
</div>
<h1 class="text-xl font-bold gradient-text">盛合晶微概念分析</h1>
</div>
<div class="flex items-center space-x-4">
<span class="badge badge-info">科创板IPO</span>
<span class="badge badge-success">先进封装</span>
</div>
</div>
</div>
</nav>
<!-- Hero Section -->
<div class="container mx-auto px-4 py-8">
<div class="glass-morphism rounded-2xl p-8 mb-8 hover-scale">
<div class="flex flex-col lg:flex-row items-center justify-between">
<div class="lg:w-2/3 mb-6 lg:mb-0">
<h1 class="text-4xl lg:text-5xl font-bold mb-4">
<span class="gradient-text">盛合晶微</span>
<span class="text-gray-700">- 先进封装领军者</span>
</h1>
<p class="text-lg text-gray-600 mb-6">
中国先进封装产业链的核心载体AI算力时代Chiplet技术的战略突破口
</p>
<div class="flex flex-wrap gap-3">
<div class="stat bg-purple-50 rounded-lg p-3">
<div class="stat-title text-xs text-gray-600">IPO状态</div>
<div class="stat-value text-lg font-bold text-purple-600">已受理</div>
</div>
<div class="stat bg-blue-50 rounded-lg p-3">
<div class="stat-title text-xs text-gray-600">核心业务</div>
<div class="stat-value text-lg font-bold text-blue-600">2.5D/3D封装</div>
</div>
<div class="stat bg-green-50 rounded-lg p-3">
<div class="stat-title text-xs text-gray-600">市场地位</div>
<div class="stat-value text-lg font-bold text-green-600">大陆唯一量产</div>
</div>
</div>
</div>
<div class="lg:w-1/3 floating-card">
<div class="bg-gradient-to-br from-purple-500 to-blue-600 rounded-xl p-6 text-white text-center">
<i class="fas fa-chart-line text-5xl mb-4"></i>
<div class="text-3xl font-bold mb-2">569亿美元</div>
<div class="text-sm opacity-90">2025年全球先进封装市场预测</div>
<div class="text-xs mt-2 opacity-75">复合增长率 >10%</div>
</div>
</div>
</div>
</div>
<!-- Key Events Timeline -->
<div class="glass-morphism rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-timeline mr-3 text-purple-600"></i>
IPO关键事件时间轴
</h2>
<div class="timeline-line"></div>
<div class="space-y-6">
<div class="flex items-start">
<div class="w-10 h-10 bg-purple-600 rounded-full flex items-center justify-center text-white font-bold z-10">
1
</div>
<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
<div class="flex items-center justify-between mb-2">
<span class="font-semibold text-gray-800">启动IPO辅导</span>
<span class="badge badge-outline">2023年6月</span>
</div>
<p class="text-gray-600 text-sm">中金证券担任辅导机构,正式开启上市进程</p>
</div>
</div>
<div class="flex items-start">
<div class="w-10 h-10 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold z-10">
2
</div>
<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale">
<div class="flex items-center justify-between mb-2">
<span class="font-semibold text-gray-800">增加联合保荐</span>
<span class="badge badge-outline">2024年2月</span>
</div>
<p class="text-gray-600 text-sm">引入中信证券作为联合保荐机构,加快上市进程</p>
</div>
</div>
<div class="flex items-start">
<div class="w-10 h-10 bg-green-600 rounded-full flex items-center justify-center text-white font-bold z-10">
3
</div>
<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-green-200">
<div class="flex items-center justify-between mb-2">
<span class="font-semibold text-gray-800">辅导验收</span>
<span class="badge badge-success">2025年6月18日</span>
</div>
<p class="text-gray-600 text-sm"><strong>核心催化剂</strong> - IPO状态变更为"辅导验收",引发第一波市场关注</p>
</div>
</div>
<div class="flex items-start">
<div class="w-10 h-10 bg-orange-600 rounded-full flex items-center justify-center text-white font-bold z-10">
4
</div>
<div class="ml-8 flex-1 bg-white rounded-lg p-4 hover-scale border-2 border-orange-200">
<div class="flex items-center justify-between mb-2">
<span class="font-semibold text-gray-800">正式受理</span>
<span class="badge badge-warning">2025年10月30日</span>
</div>
<p class="text-gray-600 text-sm"><strong>关键里程碑</strong> - 科创板IPO审核状态变更为"已受理"</p>
</div>
</div>
</div>
</div>
<!-- Core Logic Section -->
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
<div class="glass-morphism rounded-2xl p-6 hover-scale">
<h3 class="text-xl font-bold mb-4 flex items-center">
<i class="fas fa-brain mr-3 text-purple-600"></i>
核心逻辑
</h3>
<div class="space-y-3">
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<h4 class="font-semibold">技术路径的必然选择</h4>
<p class="text-sm text-gray-600">在前道设备受限下Chiplet是提升芯片算力的最优解</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<h4 class="font-semibold">稀缺的市场地位</h4>
<p class="text-sm text-gray-600">大陆唯一规模量产硅基2.5D芯粒加工的企业</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
<div>
<h4 class="font-semibold">强大的产业资本背书</h4>
<p class="text-sm text-gray-600">2024年完成超7亿美元融资引入多地国资</p>
</div>
</div>
</div>
</div>
<div class="glass-morphism rounded-2xl p-6 hover-scale">
<h3 class="text-xl font-bold mb-4 flex items-center">
<i class="fas fa-exclamation-triangle mr-3 text-orange-600"></i>
关键风险
</h3>
<div class="space-y-3">
<div class="bg-red-50 rounded-lg p-3">
<h4 class="font-semibold text-red-800">技术风险</h4>
<p class="text-sm text-red-600">先进封装对工艺精度、良率要求极高</p>
</div>
<div class="bg-orange-50 rounded-lg p-3">
<h4 class="font-semibold text-orange-800">商业化风险</h4>
<p class="text-sm text-orange-600">高昂资本开支需要巨大订单摊薄成本</p>
</div>
<div class="bg-yellow-50 rounded-lg p-3">
<h4 class="font-semibold text-yellow-800">预期差风险</h4>
<p class="text-sm text-yellow-600">供应链认证进度落后于市场预期</p>
</div>
</div>
</div>
</div>
<!-- Industry Chain -->
<div class="glass-morphism rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-sitemap mr-3 text-purple-600"></i>
产业链图谱
</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-xl p-6">
<h4 class="font-bold text-purple-800 mb-3">
<i class="fas fa-tools mr-2"></i>上游设备材料
</h4>
<div class="space-y-2">
<div class="flex justify-between text-sm">
<span>芯源微</span>
<span class="tag-pill tag-supply">涂胶显影</span>
</div>
<div class="flex justify-between text-sm">
<span>强力新材</span>
<span class="tag-pill tag-supply">光刻胶</span>
</div>
<div class="flex justify-between text-sm">
<span>艾森股份</span>
<span class="tag-pill tag-supply">电镀液</span>
</div>
<div class="flex justify-between text-sm">
<span>华海诚科</span>
<span class="tag-pill tag-supply">封装树脂</span>
</div>
</div>
</div>
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-xl p-6">
<h4 class="font-bold text-blue-800 mb-3">
<i class="fas fa-industry mr-2"></i>中游封装服务
</h4>
<div class="space-y-3">
<div class="bg-white rounded-lg p-3">
<div class="font-semibold text-blue-700">盛合晶微</div>
<div class="text-xs text-gray-600">2.5D/3D Chiplet领军</div>
</div>
<div class="bg-white rounded-lg p-3">
<div class="font-semibold">长电科技/通富微电</div>
<div class="text-xs text-gray-600">平台型封装厂商</div>
</div>
<div class="bg-white rounded-lg p-3">
<div class="font-semibold">晶方科技</div>
<div class="text-xs text-gray-600">TSV技术专家</div>
</div>
</div>
</div>
<div class="bg-gradient-to-br from-green-50 to-green-100 rounded-xl p-6">
<h4 class="font-bold text-green-800 mb-3">
<i class="fas fa-microchip mr-2"></i>下游应用
</h4>
<div class="space-y-2">
<div class="flex justify-between text-sm">
<span>AI芯片</span>
<span class="tag-pill tag-cooperation">核心市场</span>
</div>
<div class="flex justify-between text-sm">
<span>存储芯片</span>
<span class="tag-pill tag-cooperation">新兴应用</span>
</div>
<div class="flex justify-between text-sm">
<span>消费电子</span>
<span class="tag-pill tag-cooperation">传统市场</span>
</div>
</div>
</div>
</div>
</div>
<!-- Stock Data Table -->
<div class="glass-morphism rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-table mr-3 text-purple-600"></i>
相关上市公司
</h2>
<div class="stock-table">
<table class="table w-full">
<thead>
<tr class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
<th class="rounded-tl-lg">股票名称</th>
<th>关系类型</th>
<th>具体说明</th>
<th>数据来源</th>
<th class="rounded-tr-lg">状态</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-gray-50">
<td class="font-semibold">景兴纸业</td>
<td><span class="tag-pill tag-holding">参股公司</span></td>
<td>通过金浦国调基金持股2.64%投资金额9501万元</td>
<td>互动平台</td>
<td><span class="badge badge-info">已披露</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">赛伍技术</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>半导体领域客户,提供晶圆胶带等产品</td>
<td>半年报</td>
<td><span class="badge badge-success">合作中</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">芯源微</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>涂胶显影/湿法设备已在盛合晶微批量应用</td>
<td>公告</td>
<td><span class="badge badge-success">批量应用</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">强力新材</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>光敏性聚酰亚胺PSPI处于客户认证阶段</td>
<td>互动平台</td>
<td><span class="badge badge-warning">认证中</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">艾森股份</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>封装负性光刻胶测试认证,铜蚀刻液主要客户</td>
<td>调研</td>
<td><span class="badge badge-warning">测试中</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">光力科技</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>高端划切设备和耗材供应商</td>
<td>互动平台</td>
<td><span class="badge badge-info">供应商</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">华特气体</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>电子特种气体供应商</td>
<td>互动平台</td>
<td><span class="badge badge-success">合作中</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">亚翔集成</td>
<td><span class="tag-pill tag-cooperation">洁净工程</span></td>
<td>提供洁净工程服务</td>
<td>互动平台</td>
<td><span class="badge badge-info">服务商</span></td>
</tr>
<tr class="hover:bg-gray-50">
<td class="font-semibold">盛美上海</td>
<td><span class="tag-pill tag-supply">供应链合作</span></td>
<td>产品获得盛合晶微订单</td>
<td>公告</td>
<td><span class="badge badge-success">订单确认</span></td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- Investment Insights -->
<div class="glass-morphism rounded-2xl p-8 mb-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
投资启示
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-gradient-to-br from-blue-50 to-indigo-100 rounded-xl p-6">
<h4 class="font-bold text-indigo-800 mb-3">
<i class="fas fa-arrow-up mr-2"></i>确定性机会
</h4>
<ul class="space-y-2 text-sm">
<li><strong>芯源微:</strong>涂胶显影设备已批量应用,业绩兑现路径清晰</li>
<li><strong>晶合集成:</strong>深度参与DRAM新架构产能规划明确</li>
<li><strong>盛合晶微:</strong>核心标的等待IPO上市后的估值判断</li>
</ul>
</div>
<div class="bg-gradient-to-br from-orange-50 to-red-100 rounded-xl p-6">
<h4 class="font-bold text-red-800 mb-3">
<i class="fas fa-exclamation-circle mr-2"></i>需谨慎标的
</h4>
<ul class="space-y-2 text-sm">
<li><strong>强力新材等材料公司:</strong>产品仍处认证阶段,股价已透支预期</li>
<li><strong>概念炒作股:</strong>关注实际认证进展,避免盲目跟风</li>
<li><strong>下游应用股:</strong>业绩兑现周期长,需跟踪订单落地</li>
</ul>
</div>
</div>
</div>
<!-- Key Metrics to Track -->
<div class="glass-morphism rounded-2xl p-8">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line mr-3 text-purple-600"></i>
关键跟踪指标
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
<div class="bg-white rounded-lg p-4 text-center hover-scale">
<i class="fas fa-certificate text-3xl text-purple-600 mb-2"></i>
<h4 class="font-semibold mb-1">认证突破</h4>
<p class="text-xs text-gray-600">供应链公司产品认证通过公告</p>
</div>
<div class="bg-white rounded-lg p-4 text-center hover-scale">
<i class="fas fa-factory text-3xl text-blue-600 mb-2"></i>
<h4 class="font-semibold mb-1">产能利用率</h4>
<p class="text-xs text-gray-600">新工厂产能及良率数据</p>
</div>
<div class="bg-white rounded-lg p-4 text-center hover-scale">
<i class="fas fa-handshake text-3xl text-green-600 mb-2"></i>
<h4 class="font-semibold mb-1">核心客户订单</h4>
<p class="text-xs text-gray-600">AI芯片设计公司订单流向</p>
</div>
<div class="bg-white rounded-lg p-4 text-center hover-scale">
<i class="fas fa-dollar-sign text-3xl text-orange-600 mb-2"></i>
<h4 class="font-semibold mb-1">IPO定价</h4>
<p class="text-xs text-gray-600">上市后估值水平</p>
</div>
</div>
</div>
</div>
<!-- Footer -->
<footer class="glass-morphism mt-12 py-6 border-t border-gray-200">
<div class="container mx-auto px-4 text-center">
<p class="text-sm text-gray-600">
<i class="fas fa-info-circle mr-2"></i>
数据来源:公开研报、公司公告、互动平台 | 投资有风险,决策需谨慎
</p>
<p class="text-xs text-gray-500 mt-2">
更新时间2025年11月 | 仅供参考,不构成投资建议
</p>
</div>
</footer>
<!-- JavaScript for animations -->
<script>
// Smooth scroll for anchor links
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
anchor.addEventListener('click', function (e) {
e.preventDefault();
document.querySelector(this.getAttribute('href')).scrollIntoView({
behavior: 'smooth'
});
});
});
// Add animation on scroll
const observerOptions = {
threshold: 0.1,
rootMargin: '0px 0px -50px 0px'
};
const observer = new IntersectionObserver(function(entries) {
entries.forEach(entry => {
if (entry.isIntersecting) {
entry.target.style.opacity = '1';
entry.target.style.transform = 'translateY(0)';
}
});
}, observerOptions);
// Observe all sections
document.querySelectorAll('.glass-morphism').forEach(section => {
section.style.opacity = '0';
section.style.transform = 'translateY(20px)';
section.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
observer.observe(section);
});
</script>
</body>
</html>