1310 lines
62 KiB
HTML
1310 lines
62 KiB
HTML
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<title>华为技术创新布局 - 行业洞察与投资分析</title>
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</head>
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<body class="bg-gray-900 text-gray-100">
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<div id="vanta-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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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 mb-4 bg-gradient-to-r from-blue-400 to-cyan-400 bg-clip-text text-transparent">
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华为技术创新布局
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</h1>
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<p class="text-xl text-gray-300 max-w-3xl mx-auto">
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多维度、跨周期的战略体系，涵盖芯片、通信、AI、汽车、机器人、显示、能源等前沿领域
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">背景与催化事件</h3>
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<p class="text-gray-300 mb-4">
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华为技术创新布局是一个多维度、跨周期的战略体系，涵盖芯片、通信、AI、汽车、机器人、显示、能源等前沿领域。核心催化事件包括：
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</p>
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<ul class="list-disc pl-6 space-y-2 text-gray-300">
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<li><span class="font-semibold text-blue-300">2024年9月</span>：东风集团与华为联合布局下一代电子电气架构（天元架构），标志华为车BU进入整车定义核心环节。</li>
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<li><span class="font-semibold text-blue-300">2025年2月</span>：深圳成立颠覆性技术创新中心，50亿元基金聚焦机器人/AI等赛道，华为系公司（如哈勃投资标的）深度参与。</li>
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<li><span class="font-semibold text-blue-300">2025年3月</span>：华为开发者大会（HDC 2025）展示AI大模型与机器人生态，万兴科技等合作伙伴发布垂类应用。</li>
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<li><span class="font-semibold text-blue-300">2025年4月</span>：央行数字人民币跨境系统覆盖东盟十国，华为支付技术（如mBridge）成为人民币国际化关键基础设施。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-300">时间轴</h3>
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<div class="timeline-container relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-300">2024年9月</div>
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<div class="text-gray-300">华为×东风天元架构发布，车控模组量产</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-300">2024年11月</div>
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<div class="text-gray-300">哈勃投资半导体/汽车/AI产业链公司（云南锗业、裕太微等）</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-300">2025年2月</div>
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<div class="text-gray-300">深圳颠覆性技术基金成立，机器人产业赛启动</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-300">2025年3月</div>
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<div class="text-gray-300">HDC 2025发布AI+机器人场景化方案，欧菲光绑定华为AI眼镜供应链</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-300">2025年4月</div>
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<div class="text-gray-300">数字人民币跨境支付系统上线，华为技术方案出海</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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</div>
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<!-- 核心观点摘要部分 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-cyan-900/30 p-6 rounded-lg border border-blue-500/30">
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<p class="text-lg text-gray-200 leading-relaxed">
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华为技术创新布局已从<span class="font-semibold text-blue-300">单点突破</span>进入<span class="font-semibold text-blue-300">生态级整合</span>阶段，核心驱动力是<span class="font-semibold text-blue-300">"芯片-操作系统-场景"全栈自主可控</span>与<span class="font-semibold text-blue-300">"AI+硬件"商业化落地</span>。当前处于<span class="font-semibold text-green-300">政策红利（国产替代）+技术拐点（5G-A/AI大模型）+订单验证（智选车/机器人）</span>的三重共振期，未来3年将是<span class="font-semibold text-cyan-300">从主题投资向基本面兑现</span>的关键窗口。
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</p>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析部分 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gray-800/50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">技术闭环</h4>
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<p class="text-gray-300 text-sm">
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华为通过<span class="font-semibold">昇腾910B芯片</span>（FP16算力376TFLOPS）+<span class="font-semibold">鸿蒙/欧拉系统</span>+<span class="font-semibold">盘古大模型</span>，构建从底层算力到上层应用的完整闭环，解决"卡脖子"问题。
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</p>
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</div>
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<div class="bg-gray-800/50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">场景变现</h4>
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<ul class="text-gray-300 text-sm space-y-1">
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<li>• <span class="font-semibold">汽车</span>：智选车模式（问界M9/M8）2025年销量目标70-80万辆</li>
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<li>• <span class="font-semibold">机器人</span>：预计2030年全球市占率30%</li>
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<li>• <span class="font-semibold">支付</span>：数字人民币跨境系统将结算时间从T+3缩短至7秒</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 class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl font-bold text-green-400 mb-2">+200%</div>
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<div class="text-gray-300 text-sm">2025年Q1华为相关新闻提及量同比</div>
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</div>
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<div class="bg-gray-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl font-bold text-blue-400 mb-2">50+</div>
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<div class="text-gray-300 text-sm">近6个月华为产业链研报数量</div>
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</div>
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<div class="bg-gray-800/50 p-4 rounded-lg text-center">
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<div class="text-3xl font-bold text-yellow-400 mb-2">30%</div>
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<div class="text-gray-300 text-sm">昇腾芯片当前订单满足率</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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<h3 class="text-xl font-semibold mb-3 text-blue-300">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-green-900/20 p-4 rounded-lg border border-green-500/30">
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<h4 class="font-semibold text-green-300 mb-2">被低估领域</h4>
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<p class="text-gray-300 text-sm">
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华为<span class="font-semibold">AI眼镜生态</span>（欧菲光单机价值量500-600元）尚未被充分定价，市场预期仅停留在"概念"。
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</p>
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</div>
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<div class="bg-red-900/20 p-4 rounded-lg border border-red-500/30">
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<h4 class="font-semibold text-red-300 mb-2">被高估领域</h4>
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<p class="text-gray-300 text-sm">
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部分机器人标的（如豪能股份）估值已透支2026年订单预期，但华为实际量产进度可能延后。
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</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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<!-- 关键催化剂与未来发展路径部分 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-1">1</div>
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<div>
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<div class="font-semibold text-blue-300">2025年4月</div>
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<div class="text-gray-300">问界M8上市，若首月订单>3万辆将验证智选车下沉市场逻辑</div>
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</div>
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</div>
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||
<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-1">2</div>
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<div>
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<div class="font-semibold text-blue-300">2025年6月</div>
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<div class="text-gray-300">HDC 2025发布盘古大模型5.0 ToB版本，预计签约10+行业客户</div>
|
||
</div>
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||
</div>
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||
<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center text-xs font-bold mr-3 mt-1">3</div>
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||
<div>
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||
<div class="font-semibold text-blue-300">2025年Q2</div>
|
||
<div class="text-gray-300">数字人民币跨境支付系统中东六国落地，华为技术方案收入确认</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-xl font-semibold mb-3 text-blue-300">长期路径（2025-2027）</h3>
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||
<div class="space-y-4">
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<div class="bg-gray-800/50 p-4 rounded-lg">
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||
<div class="font-semibold text-cyan-300 mb-2">阶段1（2025）：技术验证期</div>
|
||
<div class="text-gray-300 text-sm">昇腾芯片良率提升至70%（当前50%），机器人小批量交付</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-cyan-300 mb-2">阶段2（2026）：规模放量期</div>
|
||
<div class="text-gray-300 text-sm">智选车年销破100万辆，AI眼镜出货量1000万台</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-cyan-300 mb-2">阶段3（2027）：生态收割期</div>
|
||
<div class="text-gray-300 text-sm">华为成为全球第三大机器人操作系统供应商（仅次于特斯拉/波士顿动力）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析部分 -->
|
||
<div class="glass-effect p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
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||
<h3 class="text-xl font-semibold mb-3 text-blue-300">产业链图谱</h3>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg text-center">
|
||
<div class="flex flex-col md:flex-row items-center justify-center space-y-2 md:space-y-0 md:space-x-4">
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<div class="text-center">
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<div class="font-semibold text-blue-300 mb-1">上游（芯片/材料）</div>
|
||
<div class="text-sm text-gray-300">云南锗业、天岳先进</div>
|
||
</div>
|
||
<div class="text-2xl text-blue-400">→</div>
|
||
<div class="text-center">
|
||
<div class="font-semibold text-blue-300 mb-1">中游（模组/系统）</div>
|
||
<div class="text-sm text-gray-300">裕太微、欧菲光</div>
|
||
</div>
|
||
<div class="text-2xl text-blue-400">→</div>
|
||
<div class="text-center">
|
||
<div class="font-semibold text-blue-300 mb-1">下游（场景应用）</div>
|
||
<div class="text-sm text-gray-300">赛力斯、拓维信息</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4 text-blue-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">角色</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">验证数据</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">赛力斯</td>
|
||
<td class="py-3 px-4">智选车代工龙头</td>
|
||
<td class="py-3 px-4">M9改款后订单5.5万辆（2025年3月）</td>
|
||
<td class="py-3 px-4 text-red-300">华为渠道控制权过强</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">欧菲光</td>
|
||
<td class="py-3 px-4">AI眼镜核心供应商</td>
|
||
<td class="py-3 px-4">单机价值量500-600元（2025年）</td>
|
||
<td class="py-3 px-4 text-red-300">技术路线被Micro LED颠覆</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">润和软件</td>
|
||
<td class="py-3 px-4">鸿蒙生态ISV</td>
|
||
<td class="py-3 px-4">鸿湖互联持股5%，开源鸿蒙AI PC落地</td>
|
||
<td class="py-3 px-4 text-red-300">华为可能自建软件团队</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">沪光股份</td>
|
||
<td class="py-3 px-4">智选车线束供应商</td>
|
||
<td class="py-3 px-4">华为收入占比44%（2024年）</td>
|
||
<td class="py-3 px-4 text-red-300">线束技术壁垒低，竞争加剧</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="glass-effect p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-red-300">技术风险</td>
|
||
<td class="py-3 px-4">昇腾910B芯片良率<50%，可能导致机器人量产延期至2026年</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-yellow-300">商业化风险</td>
|
||
<td class="py-3 px-4">AI眼镜需解决光波导成本（当前$200/片）过高问题，否则难以下沉至消费级市场</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold text-orange-300">政策风险</td>
|
||
<td class="py-3 px-4">美国可能升级AI芯片禁令（限制H800对华出口），影响华为训练集群部署</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-purple-300">信息矛盾</td>
|
||
<td class="py-3 px-4">新闻称华为机器人2025年量产，但路演透露关节模组良率仅40%，存在时间差风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="glass-effect p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-cyan-900/30 p-6 rounded-lg border border-blue-500/30">
|
||
<p class="text-lg text-gray-200 leading-relaxed">
|
||
华为技术创新布局处于<span class="font-semibold text-blue-300">"主题投资末期→基本面验证初期"</span>，类似2019年特斯拉Model 3量产前夜。核心矛盾从<span class="font-semibold text-blue-300">"能否做出来"</span>转向<span class="font-semibold text-blue-300">"能否卖出去"</span>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">高价值细分方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-green-300 mb-2">1. 智选车供应链</div>
|
||
<div class="text-gray-300 text-sm">星宇股份（车灯ASP提升3倍）+沪光股份（线束市占率从5%→20%）</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-green-300 mb-2">2. AI眼镜光学赛道</div>
|
||
<div class="text-gray-300 text-sm">欧菲光（绑定华为+小米双客户），2025年PS估值仅2.2倍（舜宇光学为5倍）</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-green-300 mb-2">3. 数字人民币跨境支付</div>
|
||
<div class="text-gray-300 text-sm">四方精创（唯一参与mBridge实施的金融科技公司），2025年PE 25倍（行业平均40倍）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-cyan-300 mb-2">订单验证</div>
|
||
<div class="text-gray-300 text-sm">问界M8首月订单量（>3万辆为超预期）</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-cyan-300 mb-2">技术突破</div>
|
||
<div class="text-gray-300 text-sm">昇腾910B芯片良率（>70%为量产临界点）</div>
|
||
</div>
|
||
<div class="bg-gray-800/50 p-4 rounded-lg">
|
||
<div class="font-semibold text-cyan-300 mb-2">政策催化</div>
|
||
<div class="text-gray-300 text-sm">数字人民币跨境支付系统中东六国落地进度</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 p-4 bg-red-900/20 rounded-lg border border-red-500/30">
|
||
<div class="font-semibold text-red-300 mb-1">风险提示</div>
|
||
<div class="text-gray-300 text-sm">若昇腾芯片良率2025年Q3仍未突破60%，需警惕主题炒作退潮风险</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据部分 -->
|
||
<div class="glass-effect p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 华为海思星闪部分 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">华为海思星闪</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">标签</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">深圳华强</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">代理商</span>
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">力源信息</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">代理商</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">好上好</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">代理商</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中电港</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">代理商</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">世纪鼎利</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">盛剑科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
<span class="tag tag-orange">供货</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">天邑股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">数码视讯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">创维数字</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">慧博云通</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
<span class="tag tag-orange">测试设备</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">美格智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">惠伦晶体</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">润和软件</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">劲拓股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
<span class="tag tag-orange">封装制造</span>
|
||
<span class="tag tag-blue">供货</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">智立方</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">诚迈科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">泰晶科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">芯源微</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">优博讯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">合作</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">荣联科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">辰奕智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">雷柏科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">创耀科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">利尔达</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">九联科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-green">星闪</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">华大九天</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">EDA</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">广立微</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">EDA</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">北方华创</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中科飞测</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">精测电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">富乐德</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">新莱应材</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">正帆科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">至纯科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">安集科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">上海新阳</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">彤程新材</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">晶圆制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">新益昌</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">文一科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">耐科装备</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">兴森科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">华正新材</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">华海诚科</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">方邦股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">飞凯材料</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">封装制造</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">伟测科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">测试设备</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">苏试试验</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">测试设备</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">长川科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-orange">测试设备</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">飞荣达</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">供货</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">东方中科</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-blue">供货</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">一博科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">其他相关</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">共进股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">其他相关</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">卓易信息</td>
|
||
<td class="py-3 px-4">
|
||
<span class="tag tag-purple">其他相关</span>
|
||
</td>
|
||
<td class="py-3 px-4"></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 华为通信大模型部分 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">华为通信大模型</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">行业/分类</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">项目/产业链</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">润达医疗</td>
|
||
<td class="py-3 px-4">医疗</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为医疗大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">云鼎科技</td>
|
||
<td class="py-3 px-4">煤矿</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为煤矿大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">智洋创新</td>
|
||
<td class="py-3 px-4">电力</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为电力大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">先进数通</td>
|
||
<td class="py-3 px-4">金融</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为金融大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">金财互联</td>
|
||
<td class="py-3 px-4">财税</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为财税大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中国联通</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为通信大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">赛力斯</td>
|
||
<td class="py-3 px-4">智驾</td>
|
||
<td class="py-3 px-4">华为垂直行业大模型相关</td>
|
||
<td class="py-3 px-4">华为智驾大模型合作方</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">硕贝德</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">通宇通讯</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">盛路通信</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">信科移动</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">信维通信</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">神宇股份</td>
|
||
<td class="py-3 px-4">天线</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">天线领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">武汉凡谷</td>
|
||
<td class="py-3 px-4">射频</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">射频领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">大富科技</td>
|
||
<td class="py-3 px-4">射频</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">射频领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">阿莱德</td>
|
||
<td class="py-3 px-4">射频</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">射频领域供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">紫光国微</td>
|
||
<td class="py-3 px-4">通信芯片</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">通信芯片供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">光库科技</td>
|
||
<td class="py-3 px-4">通信芯片</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">通信芯片供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中瓷电子</td>
|
||
<td class="py-3 px-4">通信芯片</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">通信芯片供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">沪电股份</td>
|
||
<td class="py-3 px-4">PCB</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">PCB供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">景旺电子</td>
|
||
<td class="py-3 px-4">PCB</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">PCB供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">金百泽</td>
|
||
<td class="py-3 px-4">PCB</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">PCB供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">本川智能</td>
|
||
<td class="py-3 px-4">PCB</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">PCB供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">华力创通</td>
|
||
<td class="py-3 px-4">基带芯片</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">基带芯片供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">美格智能</td>
|
||
<td class="py-3 px-4">通信模组</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">通信模组供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">灿勤科技</td>
|
||
<td class="py-3 px-4">滤波器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">美格智能</td>
|
||
<td class="py-3 px-4">滤波器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">东山精密</td>
|
||
<td class="py-3 px-4">滤波器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">旭光电子</td>
|
||
<td class="py-3 px-4">滤波器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">意华股份</td>
|
||
<td class="py-3 px-4">连接器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">电连技术</td>
|
||
<td class="py-3 px-4">连接器</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">普利特</td>
|
||
<td class="py-3 px-4">LCP材料</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">LCP材料供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">沃特股份</td>
|
||
<td class="py-3 px-4">LCP材料</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">LCP材料供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中英科技</td>
|
||
<td class="py-3 px-4">覆铜板</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">覆铜板供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">工业富联</td>
|
||
<td class="py-3 px-4">无线网络设备厂商</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">无线网络设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中兴通讯</td>
|
||
<td class="py-3 px-4">主设备</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">主设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">剑桥科技</td>
|
||
<td class="py-3 px-4">光模块</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中际旭创</td>
|
||
<td class="py-3 px-4">光模块</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">金百泽</td>
|
||
<td class="py-3 px-4">光模块</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">本川智能</td>
|
||
<td class="py-3 px-4">高频高速板</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">高频高速板供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">中英科技</td>
|
||
<td class="py-3 px-4">高频高速板</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">高频高速板供应商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 华为（240815）部分 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">华为（240815）</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">深圳华强</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">东方中科</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">慧博云通</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">智立方</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中电兴发</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">润和软件</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">德龙激光</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">盛剑科技</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">中电港</td>
|
||
<td class="py-3 px-4">华为海思</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">凯旺科技</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">川润股份</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">高新发展</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">泰嘉股份</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">科创新源</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">得润电子</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">华丰科技</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">飞荣达</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">意华股份</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">荣科科技</td>
|
||
<td class="py-3 px-4">华为昇腾</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 highlight-row">
|
||
<td class="py-3 px-4 font-semibold">星星科技</td>
|
||
<td class="py-3 px-4">华为手机</td>
|
||
<td class="py-3 px-4 text-green-300">涨幅大于10%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">联创电子</td>
|
||
<td class="py-3 px-4">华为手机</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">长盈精密</td>
|
||
<td class="py-3 px-4">华为手机</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-semibold">硕贝德</td>
|
||
<td class="py-3 px-4">华为手机</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">光弘科技</td>
|
||
<td class="py-3 px-4">华为手机</td>
|
||
<td class="py-3 px-4">无</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化Vanta.js背景
|
||
VANTA.WAVES({
|
||
el: "#vanta-bg",
|
||
mouseControls: true,
|
||
touchControls: true,
|
||
gyroControls: false,
|
||
minHeight: 200.00,
|
||
minWidth: 200.00,
|
||
scale: 1.00,
|
||
scaleMobile: 1.00,
|
||
color: 0x1e3a8a,
|
||
shininess: 30.00,
|
||
waveHeight: 10.00,
|
||
waveSpeed: 0.75,
|
||
zoom: 0.75
|
||
});
|
||
|
||
// 添加滚动动画效果
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.glass-effect').forEach(el => {
|
||
el.style.opacity = '0';
|
||
el.style.transform = 'translateY(20px)';
|
||
el.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
observer.observe(el);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |