585 lines
34 KiB
HTML
585 lines
34 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="light">
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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>新凯来示波器概念 - 国产高端测试仪器突破</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.2/dist/full.min.css" rel="stylesheet">
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
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<style>
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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-hover {
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transition: transform 0.3s, box-shadow 0.3s;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0,0,0,0.1);
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}
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.timeline-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% { opacity: 1; }
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50% { opacity: 0.5; }
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100% { opacity: 1; }
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}
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.tech-card {
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background: linear-gradient(145deg, #f3f4f6, #ffffff);
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border-left: 4px solid #667eea;
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}
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.risk-badge {
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animation: shake 3s infinite;
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}
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@keyframes shake {
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0%, 100% { transform: translateX(0); }
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25% { transform: translateX(-2px); }
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75% { transform: translateX(2px); }
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}
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</style>
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</head>
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<body class="bg-base-200">
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<!-- Header -->
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<div class="gradient-bg text-white">
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<div class="container mx-auto px-4 py-8">
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<div class="flex items-center justify-between flex-wrap">
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<div>
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<h1 class="text-3xl md:text-4xl font-bold mb-2">
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<i class="fas fa-wave-square mr-3"></i>新凯来示波器概念
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</h1>
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<p class="text-xl opacity-90">打破国外垄断，实现90GHz带宽突破</p>
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</div>
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<div class="mt-4 md:mt-0">
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<div class="badge badge-warning badge-lg">
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<i class="fas fa-fire mr-2"></i>热门概念
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</div>
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<div class="badge badge-success badge-lg ml-2">
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<i class="fas fa-chart-line mr-2"></i>国产替代
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</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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<!-- Key Metrics -->
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<div class="container mx-auto px-4 -mt-8">
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<div class="grid grid-cols-1 md:grid-cols-4 gap-4">
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<div class="card bg-white shadow-xl card-hover">
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<div class="card-body p-4">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">技术水平</p>
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<p class="text-2xl font-bold text-primary">90GHz</p>
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</div>
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<div class="text-3xl text-primary">
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<i class="fas fa-rocket"></i>
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</div>
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</div>
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<p class="text-xs text-success mt-2">全球第二，国内第一</p>
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</div>
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</div>
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<div class="card bg-white shadow-xl card-hover">
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<div class="card-body p-4">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">采样率</p>
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<p class="text-2xl font-bold text-secondary">200GSa/s</p>
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</div>
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<div class="text-3xl text-secondary">
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<i class="fas fa-tachometer-alt"></i>
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</div>
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</div>
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<p class="text-xs text-info mt-2">每通道超高速采样</p>
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</div>
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</div>
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<div class="card bg-white shadow-xl card-hover">
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<div class="card-body p-4">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">市场规模</p>
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<p class="text-2xl font-bold text-accent">千亿级</p>
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</div>
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<div class="text-3xl text-accent">
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<i class="fas fa-globe"></i>
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</div>
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</div>
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<p class="text-xs text-warning mt-2">全球测试仪器市场</p>
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</div>
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</div>
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<div class="card bg-white shadow-xl card-hover">
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<div class="card-body p-4">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">发布时间</p>
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<p class="text-2xl font-bold text-info">2025.10</p>
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</div>
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<div class="text-3xl text-info">
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<i class="fas fa-calendar-check"></i>
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</div>
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</div>
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<p class="text-xs text-gray-600 mt-2">深圳湾芯展发布</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8">
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Left Column -->
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<div class="lg:col-span-2 space-y-6">
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<!-- Timeline -->
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<div class="card bg-white shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">
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<i class="fas fa-timeline mr-2 text-primary"></i>关键时间节点
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</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-primary text-white">
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2025年3月27日
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</div>
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<div class="timeline-middle">
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<div class="timeline-dot bg-primary"></div>
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</div>
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<div class="timeline-end">
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<p class="font-semibold">概念初现</p>
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<p class="text-sm text-gray-600">新凯来首次出现相关信息</p>
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</div>
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<hr/>
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</li>
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<li>
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<div class="timeline-start timeline-box bg-secondary text-white">
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2025年10月13日
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</div>
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<div class="timeline-middle">
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<div class="timeline-dot bg-secondary"></div>
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</div>
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<div class="timeline-end">
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<p class="font-semibold">预热发布</p>
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<p class="text-sm text-gray-600">湾芯展前夕信息披露</p>
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</div>
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<hr/>
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</li>
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<li>
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<div class="timeline-start timeline-box bg-accent text-white">
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2025年10月15日
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</div>
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<div class="timeline-middle">
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<div class="timeline-dot bg-accent timeline-dot"></div>
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</div>
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<div class="timeline-end">
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<p class="font-semibold">正式发布</p>
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<p class="text-sm text-gray-600">90GHz示波器震撼登场</p>
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</div>
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</li>
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</ul>
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</div>
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</div>
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<!-- Tech Breakthrough -->
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<div class="card bg-white shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">
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<i class="fas fa-microchip mr-2 text-secondary"></i>技术突破亮点
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="tech-card p-4 rounded-lg">
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<h3 class="font-bold text-primary mb-2">性能突破</h3>
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<ul class="text-sm space-y-1">
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<li><i class="fas fa-check text-success mr-2"></i>90GHz超高带宽</li>
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<li><i class="fas fa-check text-success mr-2"></i>200GSa/s采样率</li>
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<li><i class="fas fa-check text-success mr-2"></i>4Gpts深存储</li>
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</ul>
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</div>
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<div class="tech-card p-4 rounded-lg">
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<h3 class="font-bold text-secondary mb-2">智能化创新</h3>
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<ul class="text-sm space-y-1">
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<li><i class="fas fa-check text-success mr-2"></i>全球首个超高速智能示波器</li>
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<li><i class="fas fa-check text-success mr-2"></i>智能参数寻优</li>
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<li><i class="fas fa-check text-success mr-2"></i>智能噪声抑制</li>
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</ul>
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</div>
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<div class="tech-card p-4 rounded-lg">
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<h3 class="font-bold text-accent mb-2">交互革新</h3>
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<ul class="text-sm space-y-1">
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<li><i class="fas fa-check text-success mr-2"></i>全球首个全面屏设计</li>
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<li><i class="fas fa-check text-success mr-2"></i>智能终端式交互</li>
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<li><i class="fas fa-check text-success mr-2"></i>用户体验优化</li>
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</ul>
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</div>
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<div class="tech-card p-4 rounded-lg">
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<h3 class="font-bold text-info mb-2">应用领域</h3>
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<ul class="text-sm space-y-1">
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<li><i class="fas fa-check text-success mr-2"></i>6G通信研发</li>
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<li><i class="fas fa-check text-success mr-2"></i>半导体测试</li>
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<li><i class="fas fa-check text-success mr-2"></i>智能驾驶验证</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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</div>
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<!-- Stock Table -->
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<div class="card bg-white shadow-xl">
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<div class="card-body">
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<h2 class="card-title text-xl mb-4">
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<i class="fas fa-chart-bar mr-2 text-accent"></i>概念股票池
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</h2>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full">
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<thead>
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<tr class="bg-base-200">
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<th class="text-left">股票名称</th>
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<th class="text-left">细分领域</th>
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<th class="text-left">核心亮点</th>
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<th class="text-left">市场地位</th>
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<th class="text-center">关注度</th>
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</tr>
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</thead>
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<tbody>
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<tr class="hover">
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<td class="font-semibold text-primary">普源精电</td>
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<td>示波器制造</td>
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<td>高端数字示波器(≥2GHz)</td>
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<td>A股营收第一，全球第八</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold text-primary">鼎阳科技</td>
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<td>示波器制造</td>
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<td>12-bit高分辨率(8GHz)</td>
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<td>A股第二，全球0.4%份额</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold text-secondary">大众公用</td>
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<td>间接参股</td>
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<td>持深创投13.93%股权</td>
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<td>间接参股万里眼</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold text-accent">成都华微</td>
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<td>上游器件</td>
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<td>高速高精度ADC芯片</td>
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<td>核心器件供应商</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">深圳能源</td>
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<td>间接参股</td>
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<td>持深创投5.305%股权</td>
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<td>间接参股万里眼</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">优利德</td>
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<td>示波器制造</td>
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<td>12位高分辨率</td>
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<td>中低端市场</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">天银机电</td>
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<td>示波器制造</td>
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<td>子公司华清瑞达</td>
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<td>具备研制能力</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">粤电力A</td>
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<td>间接参股</td>
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<td>持深创投3.67%股权</td>
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<td>间接参股万里眼</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">广深铁路</td>
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<td>间接参股</td>
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<td>持深创投1.40%股权</td>
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<td>间接参股万里眼</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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<tr class="hover">
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<td class="font-semibold">中兴通讯</td>
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<td>间接参股</td>
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<td>通过深创投参股</td>
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<td>间接参股万里眼</td>
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<td class="text-center">
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<div class="rating rating-sm">
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" checked disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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<input type="radio" class="mask mask-star-2 bg-warning" disabled/>
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</div>
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<!-- Right Column -->
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<div class="space-y-6">
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<!-- Investment Value -->
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<div class="card bg-white shadow-xl">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-lg mb-4">
|
||
<i class="fas fa-gem mr-2 text-warning"></i>投资价值分析
|
||
</h2>
|
||
<div class="space-y-3">
|
||
<div class="alert alert-success">
|
||
<i class="fas fa-arrow-trend-up"></i>
|
||
<div>
|
||
<p class="font-semibold">长期价值</p>
|
||
<p class="text-sm">国产替代+技术突破双轮驱动</p>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info">
|
||
<i class="fas fa-lightbulb"></i>
|
||
<div>
|
||
<p class="font-semibold">正向预期差</p>
|
||
<p class="text-sm">产品成熟度和智能化超预期</p>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-warning">
|
||
<i class="fas fa-clock"></i>
|
||
<div>
|
||
<p class="font-semibold">关键节点</p>
|
||
<p class="text-sm">Q4-Q1首批订单落地</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Catalysts -->
|
||
<div class="card bg-white shadow-xl">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-lg mb-4">
|
||
<i class="fas fa-rocket mr-2 text-primary"></i>催化剂监控
|
||
</h2>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center justify-between p-2 bg-base-100 rounded">
|
||
<span class="text-sm">商业订单</span>
|
||
<span class="badge badge-primary badge-sm">近期</span>
|
||
</div>
|
||
<div class="flex items-center justify-between p-2 bg-base-100 rounded">
|
||
<span class="text-sm">行业标准</span>
|
||
<span class="badge badge-secondary badge-sm">Q1</span>
|
||
</div>
|
||
<div class="flex items-center justify-between p-2 bg-base-100 rounded">
|
||
<span class="text-sm">产能爬坡</span>
|
||
<span class="badge badge-accent badge-sm">Q2</span>
|
||
</div>
|
||
<div class="flex items-center justify-between p-2 bg-base-100 rounded">
|
||
<span class="text-sm">政策支持</span>
|
||
<span class="badge badge-info badge-sm">待定</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risk Alert -->
|
||
<div class="card bg-white shadow-xl border-l-4 border-error">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-lg mb-4 text-error">
|
||
<i class="fas fa-exclamation-triangle mr-2 risk-badge"></i>风险提示
|
||
</h2>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
|
||
<span>良率和产能尚未验证</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
|
||
<span>客户认证周期6-12个月</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
|
||
<span>国际巨头降价竞争风险</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-error text-xs mt-1.5 mr-2"></i>
|
||
<span>关键器件进口依赖</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-circle text-warning text-xs mt-1.5 mr-2"></i>
|
||
<span>市场存在概念混淆风险</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Market Share -->
|
||
<div class="card bg-white shadow-xl">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-lg mb-4">
|
||
<i class="fas fa-chart-pie mr-2 text-secondary"></i>市场格局
|
||
</h2>
|
||
<div class="space-y-3">
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm">外资品牌</span>
|
||
<span class="text-sm font-semibold">~98%</span>
|
||
</div>
|
||
<progress class="progress progress-error" value="98" max="100"></progress>
|
||
</div>
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm">普源精电</span>
|
||
<span class="text-sm font-semibold">1.1%</span>
|
||
</div>
|
||
<progress class="progress progress-primary" value="1.1" max="100"></progress>
|
||
</div>
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm">鼎阳科技</span>
|
||
<span class="text-sm font-semibold">0.4%</span>
|
||
</div>
|
||
<progress class="progress progress-secondary" value="0.4" max="100"></progress>
|
||
</div>
|
||
<div>
|
||
<div class="flex justify-between mb-1">
|
||
<span class="text-sm">其他国产</span>
|
||
<span class="text-sm font-semibold">0.5%</span>
|
||
</div>
|
||
<progress class="progress progress-accent" value="0.5" max="100"></progress>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Strategy -->
|
||
<div class="card bg-gradient-to-r from-primary to-secondary text-white shadow-xl mt-6">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-2xl mb-4">
|
||
<i class="fas fa-chess-king mr-3"></i>投资策略建议
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||
<h3 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-star mr-2"></i>重点关注
|
||
</h3>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 大众公用（深创投最高持股）</li>
|
||
<li>• 成都华微（核心器件供应）</li>
|
||
<li>• 普源精电（行业龙头）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||
<h3 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-chart-line mr-2"></i>操作建议
|
||
</h3>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 分批建仓，逢低布局</li>
|
||
<li>• 重点跟踪商业化进展</li>
|
||
<li>• 关注产业链整合机会</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white/20 backdrop-blur rounded-lg p-4">
|
||
<h3 class="font-bold mb-2 flex items-center">
|
||
<i class="fas fa-eye mr-2"></i>跟踪指标
|
||
</h3>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 首批订单金额和客户</li>
|
||
<li>• 产品良率和月产能</li>
|
||
<li>• 国产替代政策动向</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="footer footer-center p-4 bg-base-300 text-base-content mt-8">
|
||
<div>
|
||
<p>© 2025 新凯来示波器概念分析 | 数据来源：公开资料整理</p>
|
||
<p class="text-sm text-gray-500 mt-1">投资有风险，入市需谨慎</p>
|
||
</div>
|
||
</footer>
|
||
</body>
|
||
</html>
|