706 lines
32 KiB
HTML
706 lines
32 KiB
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.card {
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.particle-bg {
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</style>
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</head>
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<body>
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<div id="particles-js" class="particle-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-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">长鑫存储HBM3及上市进程</h1>
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<p class="text-xl text-slate-300">国产半导体"皇冠上的明珠"行业洞察报告</p>
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<div class="mt-6 flex justify-center">
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<div class="w-24 h-1 bg-gradient-to-r from-blue-500 to-purple-500 rounded-full"></div>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">概念事件</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">背景与催化事件</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-calendar-day text-blue-400 mt-1 mr-3"></i>
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<div>
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<span class="font-medium">2025年6月19日</span>
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<p class="text-sm text-slate-300">长鑫存储完成HBM3样品开发，与多家AI硬件公司完成测试，签署试点合同</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-day text-blue-400 mt-1 mr-3"></i>
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<div>
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<span class="font-medium">2025年7月7日</span>
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<p class="text-sm text-slate-300">证监会显示长鑫存储启动上市辅导，估值约1400亿元</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-calendar-day text-blue-400 mt-1 mr-3"></i>
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<div>
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<span class="font-medium">2025年7月8日</span>
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<p class="text-sm text-slate-300">中信证券等机构密集发布研报，明确HBM3量产时间表</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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<h3 class="text-lg font-semibold mb-3 text-slate-200">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<span class="font-medium">2024年</span>
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<p class="text-sm text-slate-300">量产HBM2，启动HBM3研发</p>
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</div>
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</div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<span class="font-medium">2025年Q2</span>
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<p class="text-sm text-slate-300">HBM3样品通过测试认证</p>
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</div>
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</div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<span class="font-medium">2025年Q3</span>
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<p class="text-sm text-slate-300">上市辅导备案公开，IPO预期升温</p>
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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 bg-purple-500"></div>
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<div class="ml-4">
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<span class="font-medium">2026年Q1</span>
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<p class="text-sm text-slate-300">HBM3正式量产，成为全球第四大HBM供应商</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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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心观点摘要</h2>
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<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-5 border border-blue-500/20">
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<p class="text-lg leading-relaxed">
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长鑫存储正处于<span class="text-blue-300 font-semibold">"技术突破+资本化加速"</span>的关键节点：
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</p>
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<ul class="mt-4 space-y-2">
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<li class="flex items-start">
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<i class="fas fa-microchip text-blue-400 mt-1 mr-3"></i>
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<span><span class="font-medium">技术端</span>：HBM3样品验证完成，2026年量产将打破海外垄断，填补国产高端存储空白</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-purple-400 mt-1 mr-3"></i>
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<span><span class="font-medium">资本端</span>：IPO启动叠加1400亿估值，有望通过募资扩产（2026年DRAM产能达<span class="text-blue-300">30万片/月</span>），重塑全球DRAM"三足鼎立"格局</span>
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</li>
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</ul>
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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 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">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-lg font-semibold mb-3 text-slate-200">核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-cogs"></i>
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</div>
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<h4 class="font-semibold mb-2">技术突破</h4>
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<p class="text-sm text-slate-300">HBM3样品通过测试，16nm工艺实现3.2TB/s带宽，性能接近三星/海力士</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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<div class="text-purple-400 text-2xl mb-2">
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<i class="fas fa-rocket"></i>
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</div>
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<h4 class="font-semibold mb-2">需求爆发</h4>
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<p class="text-sm text-slate-300">2025年全球HBM市场增长94%，国产替代空间巨大（当前国产化率<5%）</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700">
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<div class="text-green-400 text-2xl mb-2">
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<i class="fas fa-shield-alt"></i>
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</div>
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<h4 class="font-semibold mb-2">政策催化</h4>
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<p class="text-sm text-slate-300">美国对华HBM技术限制，倒逼国产供应链加速，长鑫作为"国家队"优先受益</p>
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</div>
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</div>
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</div>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="flex items-center justify-between bg-slate-800/30 rounded-lg p-3">
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<span class="text-slate-300">新闻热度</span>
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<span class="text-blue-400 font-semibold">搜索量单日暴涨300%</span>
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</div>
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<div class="flex items-center justify-between bg-slate-800/30 rounded-lg p-3">
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<span class="text-slate-300">研报密集度</span>
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<span class="text-purple-400 font-semibold">单日发布8篇深度报告</span>
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</div>
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<div class="bg-slate-800/30 rounded-lg p-3">
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<div class="flex justify-between mb-2">
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<span class="text-slate-300">情绪分歧</span>
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</div>
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<div class="text-sm text-slate-300">
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<p class="mb-1"><span class="text-green-400">乐观派</span>：国产HBM从0到1</p>
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<p><span class="text-yellow-400">谨慎派</span>：担忧良率和量产延迟风险</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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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">预期差分析</h3>
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<div class="space-y-3">
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<div class="bg-yellow-900/20 border border-yellow-700/30 rounded-lg p-3">
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<h4 class="font-semibold text-yellow-400 mb-1">市场忽略点</h4>
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<p class="text-sm text-slate-300">长鑫HBM3的封装环节依赖通富微电/深科技，但国内TSV良率未公开验证，可能成为瓶颈</p>
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</div>
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<div class="bg-orange-900/20 border border-orange-700/30 rounded-lg p-3">
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<h4 class="font-semibold text-orange-400 mb-1">估值预期差</h4>
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<p class="text-sm text-slate-300">1400亿估值隐含2026年8倍PS，高于海外龙头（美光5倍PS），需跟踪订单落地</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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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">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-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-file-alt text-blue-400"></i>
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</div>
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<div>
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<h4 class="font-semibold">IPO招股书披露</h4>
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<p class="text-sm text-slate-300">预计2025年Q4发布，将首次公开HBM3产能规划和客户名单</p>
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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-purple-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-shopping-cart text-purple-400"></i>
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</div>
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<div>
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<h4 class="font-semibold">设备招标启动</h4>
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<p class="text-sm text-slate-300">为HBM3产线采购TSV刻蚀机、CMP设备，订单规模或超50亿元</p>
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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-green-500/20 rounded-full p-2 mr-3">
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<i class="fas fa-hand-holding-usd text-green-400"></i>
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</div>
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<div>
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<h4 class="font-semibold">政策落地</h4>
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<p class="text-sm text-slate-300">国家大基金三期或专项注资HBM项目，缓解资本开支压力</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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<div>
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<h3 class="text-lg font-semibold mb-3 text-slate-200">长期发展路径</h3>
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 rounded-lg p-4 border border-blue-500/20">
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<div class="space-y-3">
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<div class="flex items-center">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<span class="text-white font-bold">1</span>
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</div>
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<div>
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<h4 class="font-semibold">2026-2027年</h4>
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<p class="text-sm text-slate-300">HBM3量产→全球市占率5%-8%，DRAM总产能达30万片/月</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="bg-purple-500 rounded-full w-8 h-8 flex items-center justify-center mr-3">
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<span class="text-white font-bold">2</span>
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</div>
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<div>
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<h4 class="font-semibold">2028年后</h4>
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<p class="text-sm text-slate-300">HBM4迭代，与长江存储形成"国产存储双寡头"</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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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-slate-200">产业链图谱</h3>
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||
<div class="flex flex-wrap justify-center gap-4">
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<div class="bg-blue-900/30 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-blue-400 text-2xl mb-2">
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<i class="fas fa-industry"></i>
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</div>
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<h4 class="font-semibold mb-2">上游</h4>
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<p class="text-sm text-slate-300">设备、材料</p>
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</div>
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<div class="bg-purple-900/30 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-purple-400 text-2xl mb-2">
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<i class="fas fa-microchip"></i>
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</div>
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<h4 class="font-semibold mb-2">中游</h4>
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<p class="text-sm text-slate-300">长鑫存储</p>
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</div>
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<div class="bg-green-900/30 rounded-lg p-4 text-center min-w-[150px]">
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<div class="text-green-400 text-2xl mb-2">
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<i class="fas fa-server"></i>
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</div>
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<h4 class="font-semibold mb-2">下游</h4>
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<p class="text-sm text-slate-300">AI服务器、GPU、模组</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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<h3 class="text-lg font-semibold mb-3 text-slate-200">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-slate-800/50 rounded-lg">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4 text-slate-200">公司</th>
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<th class="text-left py-3 px-4 text-slate-200">角色</th>
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<th class="text-left py-3 px-4 text-slate-200">竞争优势</th>
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<th class="text-left py-3 px-4 text-slate-200">风险点</th>
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</tr>
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</thead>
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<tbody>
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||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium text-blue-300">长鑫存储</td>
|
||
<td class="py-3 px-4">技术突破者</td>
|
||
<td class="py-3 px-4 text-sm">唯一国产HBM3量产厂商，政策全力支持</td>
|
||
<td class="py-3 px-4 text-sm">良率、EUV设备禁运</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium text-purple-300">通富微电</td>
|
||
<td class="py-3 px-4">封测龙头</td>
|
||
<td class="py-3 px-4 text-sm">已试产HBM2，TSV技术国内领先</td>
|
||
<td class="py-3 px-4 text-sm">客户认证周期长</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 font-medium text-green-300">雅克科技</td>
|
||
<td class="py-3 px-4">材料供应商</td>
|
||
<td class="py-3 px-4 text-sm">前驱体材料占长鑫采购份额10%+</td>
|
||
<td class="py-3 px-4 text-sm">海外竞品降价挤压利润</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium text-yellow-300">北方华创</td>
|
||
<td class="py-3 px-4">设备龙头</td>
|
||
<td class="py-3 px-4 text-sm">刻蚀/CVD设备进入长鑫供应链</td>
|
||
<td class="py-3 px-4 text-sm">美国技术管制升级</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900/20 border border-red-700/30 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-exclamation-triangle text-red-400 mr-2"></i>
|
||
<h3 class="font-semibold text-red-400">技术风险</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300">HBM3良率低于50%（SK海力士为70%），可能导致量产延迟至2026年Q2</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 border border-orange-700/30 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-dollar-sign text-orange-400 mr-2"></i>
|
||
<h3 class="font-semibold text-orange-400">商业化风险</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300">HBM3成本为25美元/GB（美光HBM3e为20美元），价格劣势或限制客户采用</p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 border border-yellow-700/30 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-yellow-400 mr-2"></i>
|
||
<h3 class="font-semibold text-yellow-400">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300">美国可能扩大对华HBM设备禁运（如TSV刻蚀机），导致产线建设受阻</p>
|
||
</div>
|
||
<div class="bg-purple-900/20 border border-purple-700/30 rounded-lg p-4">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-info-circle text-purple-400 mr-2"></i>
|
||
<h3 class="font-semibold text-purple-400">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-sm text-slate-300">路演称"2026年初量产"，但部分研报预测"2026年Q2"，时间差或反映技术不确定性</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6 bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-5 border border-blue-500/20">
|
||
<p class="text-lg font-semibold mb-3">阶段判断</p>
|
||
<p class="text-slate-300">当前处于<span class="text-blue-300 font-medium">"主题炒作向基本面过渡"</span>阶段，HBM3量产前以估值驱动为主，量产后转向业绩验证</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500/20 rounded-full p-3 mr-4">
|
||
<i class="fas fa-cogs text-blue-400 text-xl"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">设备环节</h4>
|
||
<p class="text-sm text-slate-300">北方华创（刻蚀机）、华海清科（CMP）——<span class="text-blue-300">订单弹性最大</span>（HBM产线设备投资占比30%）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-500/20 rounded-full p-3 mr-4">
|
||
<i class="fas fa-flask text-purple-400 text-xl"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">材料环节</h4>
|
||
<p class="text-sm text-slate-300">雅克科技（前驱体）、安集科技（抛光液）——<span class="text-purple-300">技术壁垒高+长鑫供应链绑定</span></p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500/20 rounded-full p-3 mr-4">
|
||
<i class="fas fa-microchip text-green-400 text-xl"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">封测环节</h4>
|
||
<p class="text-sm text-slate-300">通富微电——<span class="text-green-300">HBM3封装唯一国产替代标的</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="bg-slate-700 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">Q4</span>
|
||
</div>
|
||
<div>
|
||
<span class="font-medium">2025年Q4</span>
|
||
<span class="text-sm text-slate-300 ml-2">长鑫IPO招股书披露HBM3产能规划</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-slate-700 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">Q1</span>
|
||
</div>
|
||
<div>
|
||
<span class="font-medium">2026年Q1</span>
|
||
<span class="text-sm text-slate-300 ml-2">HBM3首批客户订单（华为/阿里）落地情况</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="bg-slate-700 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">Y</span>
|
||
</div>
|
||
<div>
|
||
<span class="font-medium">2026年全年</span>
|
||
<span class="text-sm text-slate-300 ml-2">HBM3收入占比是否达20%+（当前为0）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-gradient-to-r from-blue-900/40 to-purple-900/40 rounded-lg p-5 border border-blue-500/30">
|
||
<blockquote class="text-lg italic text-center">
|
||
"长鑫存储的HBM3量产是国产半导体'皇冠上的明珠'，短期看IPO催化，长期看技术兑现，设备与材料环节是确定性最高的受益方向"
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">关联股票</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-slate-800/50 rounded-lg">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-200">股票名称</th>
|
||
<th class="text-left py-3 px-4 text-slate-200">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-200">业务相关</th>
|
||
<th class="text-left py-3 px-4 text-slate-200">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-blue-300">柏诚股份</td>
|
||
<td class="py-3 px-4">洁净室</td>
|
||
<td class="py-3 px-4 text-sm">长鑫是公司长期合作客户，公司参与长鑫的洁净厂房建设</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-blue-300">亚翔集成</td>
|
||
<td class="py-3 px-4">洁净室</td>
|
||
<td class="py-3 px-4 text-sm">承揽了合肥长鑫洁净室工程</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-purple-300">博敏电子</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4 text-sm">公司IC载板主要应用于存储领域，客户长鑫存储</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-purple-300">雅克科技</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4 text-sm">半导体前驱体材料供应合肥长鑫</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-purple-300">鼎龙股份</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4 text-sm">抛光垫产品已通过合肥长鑫认证</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-purple-300">安集科技</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4 text-sm">长鑫存储为公司重要客户；公司主营化学机械抛光液</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-green-300">精智达</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4 text-sm">在半导体存储器测试设备领域与长鑫存储合作</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-green-300">盛美上海</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4 text-sm">清洗设备的中国市场市占率为23%，产品获得合肥长鑫订单</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-green-300">华海清科</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4 text-sm">公司专注高端半导体装备和工艺及配套耗材的研发，产品进入长鑫存储</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-green-300">芯源微</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4 text-sm">前道涂胶显影设备获得合肥长鑫订单</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-green-300">拓荆科技</td>
|
||
<td class="py-3 px-4">设备</td>
|
||
<td class="py-3 px-4 text-sm">公司主要产品包括等离子体增强化学气相沉积（PECVD）设备、原子层沉积（ALD）设备和次常压化学气相沉积（SACVD）设备三个产品系列；公司产品已广泛用于长鑫存储</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-yellow-300">商络电子</td>
|
||
<td class="py-3 px-4">代理</td>
|
||
<td class="py-3 px-4 text-sm">代理销售存储品牌长鑫存储</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-yellow-300">兆易创新</td>
|
||
<td class="py-3 px-4">代理</td>
|
||
<td class="py-3 px-4 text-sm">代销长鑫存储DRAM产品</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-orange-300">通富微电</td>
|
||
<td class="py-3 px-4">封测</td>
|
||
<td class="py-3 px-4 text-sm">在存储器方面，公司战略合作长鑫存储，已大规模生产存储产品</td>
|
||
<td class="py-3 px-4">调研</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-orange-300">深科技</td>
|
||
<td class="py-3 px-4">封测</td>
|
||
<td class="py-3 px-4 text-sm">全资子公司沛顿科技加工的晶圆主力来自长鑫存储</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-pink-300">江波龙</td>
|
||
<td class="py-3 px-4">模组</td>
|
||
<td class="py-3 px-4 text-sm">公司重要产品包括内存(DDR4/DDR5等)，公司与长鑫存储合作</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-indigo-300">兆易创新</td>
|
||
<td class="py-3 px-4">共设公司</td>
|
||
<td class="py-3 px-4 text-sm">长鑫科技（公司持股0.95%、合肥长鑫持股12.42%）</td>
|
||
<td class="py-3 px-4">工商</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/30">
|
||
<td class="py-3 px-4 font-medium text-cyan-300">朗迪集团</td>
|
||
<td class="py-3 px-4">参股</td>
|
||
<td class="py-3 px-4 text-sm">通过燕创德鑫基金参与投资长鑫科技</td>
|
||
<td class="py-3 px-4">公告</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.2,
|
||
width: 1
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
}
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 0.5
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |