747 lines
35 KiB
HTML
747 lines
35 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>影石创新上市概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.highlight-text {
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background: linear-gradient(90deg, #3b82f6, #8b5cf6);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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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 25px -5px rgba(0, 0, 0, 0.3);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background-color: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 1px;
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background-color: rgba(59, 130, 246, 0.3);
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}
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</style>
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</head>
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<body class="text-gray-100">
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<div id="particles-js"></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 highlight-text">影石创新上市概念分析</h1>
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<p class="text-gray-400 text-lg">全景相机龙头企业的投资价值深度剖析</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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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-xl p-6 border-l-4 border-blue-500">
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<p class="text-lg italic">"影石创新正处于'技术壁垒+场景破圈'驱动的快速成长期，短期享受稀缺性溢价，长期需验证全景相机渗透率提升及品类扩张能力。"</p>
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<p class="text-gray-400 mt-3">核心矛盾：市场共识是"好赛道+好公司"，但分歧在于"空间有多大"和"竞争壁垒有多深"。</p>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">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-purple-400">背景与催化事件</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-gray-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-3 h-3 bg-blue-500 rounded-full mr-2"></div>
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<span class="text-blue-400 font-medium">2025年6月11日</span>
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</div>
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<p class="text-sm">影石创新正式登陆科创板，发行价47.27元/股，发行PE 20.04倍，首发市值约190亿元</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-3 h-3 bg-purple-500 rounded-full mr-2"></div>
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<span class="text-purple-400 font-medium">2025年7月28日</span>
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</div>
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<p class="text-sm">影石孵化全新无人机品牌"影翎Antigravity"，主打沉浸式全景飞行体验</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-3 h-3 bg-green-500 rounded-full mr-2"></div>
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<span class="text-green-400 font-medium">2025年7月12日</span>
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</div>
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<p class="text-sm">影石在美国337调查中胜诉GoPro，六项专利侵权指控全部驳回</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-3 h-3 bg-yellow-500 rounded-full mr-2"></div>
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<span class="text-yellow-400 font-medium">2025年5-6月</span>
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</div>
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<p class="text-sm">多家券商密集发布深度报告，一致预期短期市值冲击600-800亿元</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-xl font-semibold mb-3 text-purple-400">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="font-medium text-blue-400">2025年2月</p>
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<p class="text-sm text-gray-300">证监会同意IPO注册</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"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="font-medium text-blue-400">2025年5月22日</p>
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<p class="text-sm text-gray-300">发布初步询价公告，拟募资4.64亿元</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"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="font-medium text-blue-400">2025年6月10日</p>
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<p class="text-sm text-gray-300">上市公告书发布，确定次日上市</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"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="font-medium text-blue-400">2025年6月11日</p>
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<p class="text-sm text-gray-300">科创板上市，首日开盘市值约700亿元（对应60倍PE）</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"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="font-medium text-blue-400">2025年7月</p>
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<p class="text-sm text-gray-300">无人机品牌预热，337调查胜诉</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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<!-- 核心逻辑与市场认知 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 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-xl font-semibold mb-4 text-purple-400">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-gradient-to-br from-blue-900/30 to-blue-800/30 rounded-xl p-5 border border-blue-700/30">
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<div class="text-blue-400 text-3xl mb-3">🔒</div>
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<h4 class="font-bold mb-2">技术壁垒</h4>
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<p class="text-sm text-gray-300">全景拼接算法+AI影像处理全球领先，67%市占率，专利数超800项</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/30 rounded-xl p-5 border border-purple-700/30">
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<div class="text-purple-400 text-3xl mb-3">🌐</div>
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<h4 class="font-bold mb-2">场景破圈</h4>
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<p class="text-sm text-gray-300">从极限运动向Vlog、宠物、安防、VR看房等日常场景渗透</p>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 rounded-xl p-5 border border-green-700/30">
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<div class="text-green-400 text-3xl mb-3">🌍</div>
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<h4 class="font-bold mb-2">出海红利</h4>
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<p class="text-sm text-gray-300">海外收入占比76%，欧美市场线下渠道渗透率仅为GoPro的1/10</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-xl font-semibold mb-4 text-purple-400">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">
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<div class="w-2 h-2 bg-yellow-500 rounded-full mr-3"></div>
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<p class="text-sm"><span class="font-medium">研报密集度：</span>5家券商发布深度报告，一致预期2025-2027年净利润CAGR 40%+</p>
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</div>
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<div class="flex items-center">
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<div class="w-2 h-2 bg-yellow-500 rounded-full mr-3"></div>
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<p class="text-sm"><span class="font-medium">情绪指标：</span>上市首日开盘700亿元市值（60倍PE），部分资金博弈远期1500亿元空间</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-xl font-semibold mb-4 text-purple-400">预期差分析</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="w-2 h-2 bg-red-500 rounded-full mr-3 mt-1.5"></div>
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<p class="text-sm"><span class="font-medium">市场忽略点1：</span>全景相机远期空间测算过于乐观，2024年全球出货量仅2200万台（渗透率8.3%）</p>
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</div>
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||
<div class="flex items-start">
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||
<div class="w-2 h-2 bg-red-500 rounded-full mr-3 mt-1.5"></div>
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<p class="text-sm"><span class="font-medium">市场忽略点2：</span>大疆入局全景相机可能从"做大蛋糕"转向"份额争夺"</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 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">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-4 text-purple-400">近期催化剂（3-6个月）</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-yellow-500">
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<h4 class="font-bold mb-2 text-yellow-400">大疆Osmo360发布</h4>
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<p class="text-sm text-gray-300">参数对比将验证影石技术领先性，若大疆定价激进可能引发价格战</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-green-500">
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<h4 class="font-bold mb-2 text-green-400">618销售数据</h4>
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<p class="text-sm text-gray-300">2025年1-4月国内电商GMV同比+96%，需观察X5系列生命周期销量</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-blue-500">
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<h4 class="font-bold mb-2 text-blue-400">无人机公测反馈</h4>
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<p class="text-sm text-gray-300">影翎Antigravity的沉浸式体验若超预期，将打开第二增长曲线</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-xl font-semibold mb-4 text-purple-400">长期发展路径</h3>
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<div class="space-y-4">
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<div class="flex items-center">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-4 font-bold">1</div>
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<div>
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<p class="font-medium">2025-2027年</p>
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<p class="text-sm text-gray-300">全景相机渗透率从8.3%→20%，影石市占率维持60%+，收入CAGR 35%</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 text-white rounded-full w-8 h-8 flex items-center justify-center mr-4 font-bold">2</div>
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<div>
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<p class="font-medium">2028-2030年</p>
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<p class="text-sm text-gray-300">品类扩张至无人机（30%市占率）、AI眼镜（假设10%份额），远期收入空间1500亿元</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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|
||
<!-- 产业链分析 -->
|
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-xl p-5">
|
||
<h4 class="font-bold mb-3 text-blue-400">上游</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<p><span class="font-medium">芯片：</span>索尼（CMOS）、安霸（AI芯片）</p>
|
||
<p><span class="font-medium">镜头：</span>弘景光电（占影石镜头模组采购74%）</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-xl p-5">
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||
<h4 class="font-bold mb-3 text-purple-400">中游</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<p>影石（整机设计+算法）</p>
|
||
<p>大疆（潜在竞争者）</p>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gradient-to-b from-gray-800/50 to-gray-900/50 rounded-xl p-5">
|
||
<h4 class="font-bold mb-3 text-green-400">下游</h4>
|
||
<div class="space-y-2 text-sm">
|
||
<p><span class="font-medium">线上：</span>亚马逊、天猫、京东（2024年线上占比48%）</p>
|
||
<p><span class="font-medium">线下：</span>Best Buy、顺电（美国线下渠道占比20%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
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<thead>
|
||
<tr class="border-b border-gray-700">
|
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<th class="text-left py-3 px-4">公司</th>
|
||
<th class="text-left py-3 px-4">角色</th>
|
||
<th class="text-left py-3 px-4">竞争优势</th>
|
||
<th class="text-left py-3 px-4">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-gray-800">
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<td class="py-3 px-4 font-medium">影石</td>
|
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<td class="py-3 px-4">龙头</td>
|
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<td class="py-3 px-4">全景算法+AI剪辑+67%市占率</td>
|
||
<td class="py-3 px-4">大疆竞争+品类扩张不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
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<td class="py-3 px-4 font-medium">大疆</td>
|
||
<td class="py-3 px-4">潜在对手</td>
|
||
<td class="py-3 px-4">品牌力+渠道+无人机协同</td>
|
||
<td class="py-3 px-4">全景技术积累不足</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800">
|
||
<td class="py-3 px-4 font-medium">GoPro</td>
|
||
<td class="py-3 px-4">衰退龙头</td>
|
||
<td class="py-3 px-4">运动相机品牌认知</td>
|
||
<td class="py-3 px-4">份额持续下滑（美国市占率30%→）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">弘景光电</td>
|
||
<td class="py-3 px-4">核心供应商</td>
|
||
<td class="py-3 px-4">绑定影石（74%份额）+镜头模组技术</td>
|
||
<td class="py-3 px-4">客户集中度高</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">技术风险</h3>
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-800/30">
|
||
<p class="text-sm">全景拼接算法：大疆若通过收购补足技术短板，可能削弱影石壁垒</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-800/30">
|
||
<p class="text-sm">价格敏感：Ace系列2024年降价550元促销，反映消费级市场竞争加剧</p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-800/30">
|
||
<p class="text-sm">场景验证：VR看房、安防等B端场景收入占比不足1%，商业化进度低于预期</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">政策与竞争风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-800/30">
|
||
<p class="text-sm">337调查后续：虽胜诉GoPro，但美国市场占收入25%，若地缘政治升级可能影响销售</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-800/30">
|
||
<p class="text-sm">大疆价格战：Osmo360若定价低于影石X5（现价约3000元），可能挤压利润空间</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">信息交叉验证风险</h3>
|
||
<div class="bg-purple-900/20 rounded-lg p-4 border border-purple-800/30">
|
||
<p class="text-sm">出货量预测分歧：国金预测2000万台/年（对标扫地机），但2024年全球仅2200万台，需跟踪2025年实际销量</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">阶段判断</h3>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-xl p-6">
|
||
<p class="text-lg mb-3">当前处于"主题炒作向基本面过渡"阶段</p>
|
||
<p class="text-sm text-gray-300">短期估值已反映部分远期预期（700亿市值对应2026年45倍PE），需2025年新品销量验证</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">投资价值方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-4 font-bold flex-shrink-0">1</div>
|
||
<div>
|
||
<p class="font-medium mb-1">核心赛道</p>
|
||
<p class="text-sm text-gray-300">全景相机渗透率提升（跟踪指标：2025年全球出货量能否突破3000万台）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-4 font-bold flex-shrink-0">2</div>
|
||
<div>
|
||
<p class="font-medium mb-1">弹性方向</p>
|
||
<p class="text-sm text-gray-300">无人机（影翎品牌）若公测反馈超预期，可能触发估值重估（类比大疆消费级无人机300亿市场）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-green-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-4 font-bold flex-shrink-0">3</div>
|
||
<div>
|
||
<p class="font-medium mb-1">供应链机会</p>
|
||
<p class="text-sm text-gray-300">弘景光电（镜头模组绑定影石+量价齐升）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||
<h4 class="font-bold mb-2 text-blue-400">销量数据</h4>
|
||
<p class="text-sm text-gray-300">2025年618期间X5系列销量（目标180万台）、影翎无人机公测预约量</p>
|
||
</div>
|
||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||
<h4 class="font-bold mb-2 text-purple-400">竞争动态</h4>
|
||
<p class="text-sm text-gray-300">大疆Osmo360发布后的参数/定价对比</p>
|
||
</div>
|
||
<div class="bg-gray-800/50 rounded-lg p-4">
|
||
<h4 class="font-bold mb-2 text-green-400">财务验证</h4>
|
||
<p class="text-sm text-gray-300">2025年H1毛利率能否回升至50%+（当前因新品爬坡下滑至48%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 bg-gradient-to-r from-blue-900/40 to-purple-900/40 rounded-xl p-6 border border-blue-700/30">
|
||
<h3 class="text-xl font-bold mb-3 text-center">最终结论</h3>
|
||
<p class="text-center text-lg">影石创新是<strong class="text-blue-400">稀缺的全景相机龙头</strong>，短期享受赛道红利，长期需证明"从极客玩具到大众刚需"的跨越能力。<strong class="text-purple-400">建议400亿以下逢低布局，重点跟踪新品销量及大疆竞争节奏</strong>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票分析</h2>
|
||
|
||
<!-- 影石创新关联股票 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">影石创新(250529)关联股票</h3>
|
||
<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">分类</th>
|
||
<th class="text-left py-3 px-4">公司</th>
|
||
<th class="text-left py-3 px-4">相关性</th>
|
||
<th class="text-left py-3 px-4">消息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">弘景光电</td>
|
||
<td class="py-3 px-4">战略合作影石，公司是影石创新重要供应商之一</td>
|
||
<td class="py-3 px-4">公司调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">瀛通通讯</td>
|
||
<td class="py-3 px-4">数据传输和电声产品进入影石供应链</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">统联精密</td>
|
||
<td class="py-3 px-4">客户包括影石</td>
|
||
<td class="py-3 px-4">公司调研</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">联创电子</td>
|
||
<td class="py-3 px-4">公司曾是影石相机的光学部件核心供应商，目前业务合作较少</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">商络电子</td>
|
||
<td class="py-3 px-4">为影石供应存储器件，并正在同步推广其他产品</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应商</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">紫建电子</td>
|
||
<td class="py-3 px-4">产品进入影石供应体系</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-900/50 text-purple-400 px-2 py-1 rounded text-xs">投资</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">华金资本</td>
|
||
<td class="py-3 px-4">子公司管理的两支基金有对影石创新进行投资</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="bg-purple-900/50 text-purple-400 px-2 py-1 rounded text-xs">投资</span>
|
||
</td>
|
||
<td class="py-3 px-4 font-medium">皖新传媒</td>
|
||
<td class="py-3 px-4">公司通过旷沄基金间接投资影石创新</td>
|
||
<td class="py-3 px-4">公司互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 影石相机概念股 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">影石相机概念股(250428)</h3>
|
||
<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">公司</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">项目/关系</th>
|
||
<th class="text-left py-3 px-4">详情</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">华发股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-900/50 text-green-400 px-2 py-1 rounded text-xs">股权相关</span>
|
||
</td>
|
||
<td class="py-3 px-4">参股影石创新</td>
|
||
<td class="py-3 px-4">通过子公司华金同达参股影石创新，持股3.99%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">华金资本</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-900/50 text-green-400 px-2 py-1 rounded text-xs">股权相关</span>
|
||
</td>
|
||
<td class="py-3 px-4">投资影石创新</td>
|
||
<td class="py-3 px-4">子公司管理的两支基金对影石创新（Insta360）进行投资</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">金房能源</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-green-900/50 text-green-400 px-2 py-1 rounded text-xs">股权相关</span>
|
||
</td>
|
||
<td class="py-3 px-4">深圳市领誉基石股权投资合伙企业</td>
|
||
<td class="py-3 px-4">第五大股东深圳市领誉基石股权投资合伙企业持有影石创新2.667%</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">联创电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">模组领域合作</td>
|
||
<td class="py-3 px-4">模组领域与GoPro、大疆、影石、AXON等知名客户保持良好出货</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">德赛西威</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">弘景光电</td>
|
||
<td class="py-3 px-4">持有4.25%弘景光电股份，弘景光电是影石核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">弘景光电</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">光学镜头及摄像模组供应</td>
|
||
<td class="py-3 px-4">公司重要客户之一，为影石创新提供光学镜头及摄像模组</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">欧菲光</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">16K超高清全景相机模组供应</td>
|
||
<td class="py-3 px-4">切入影石产品供应链，独供16K超高清全景相机模组</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">商络电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">影石创新</td>
|
||
<td class="py-3 px-4">现有客户影石创新涉及AR/VR技术</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">艾为电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">核心芯片供应</td>
|
||
<td class="py-3 px-4">为影石相机提供核心芯片，针对户外场景提供定制化振动反馈</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">赢通通讯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-blue-900/50 text-blue-400 px-2 py-1 rounded text-xs">供应链</span>
|
||
</td>
|
||
<td class="py-3 px-4">影石创新</td>
|
||
<td class="py-3 px-4">公司客户包含影石</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-800 hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">水晶光电</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-900/50 text-yellow-400 px-2 py-1 rounded text-xs">运动相机</span>
|
||
</td>
|
||
<td class="py-3 px-4">运动相机领域应用</td>
|
||
<td class="py-3 px-4">在运动相机等领域有产品应用，2024年项目规模持续扩大</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/30">
|
||
<td class="py-3 px-4 font-medium">美格智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="bg-yellow-900/50 text-yellow-400 px-2 py-1 rounded text-xs">运动相机</span>
|
||
</td>
|
||
<td class="py-3 px-4">智能运动相机</td>
|
||
<td class="py-3 px-4">智能运动相机是公司高算力模组产品的重要应用领域</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
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particles: {
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number: {
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value: 80,
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value_area: 800
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}
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},
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|
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value: "#3b82f6"
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},
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random: false
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||
value: 3,
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random: true
|
||
},
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|
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enable: true,
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color: "#3b82f6",
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width: 1
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||
},
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||
enable: true,
|
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speed: 2,
|
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direction: "none",
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random: false,
|
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straight: false,
|
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out_mode: "out",
|
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bounce: false
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}
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},
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interactivity: {
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detect_on: "canvas",
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onhover: {
|
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enable: true,
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mode: "grab"
|
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},
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onclick: {
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enable: true,
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mode: "push"
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},
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resize: true
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},
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modes: {
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grab: {
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distance: 140,
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line_linked: {
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opacity: 1
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push: {
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particles_nb: 4
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}
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}
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},
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retina_detect: true
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});
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// 添加滚动动画
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const observerOptions = {
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threshold: 0.1,
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rootMargin: '0px 0px -100px 0px'
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};
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const observer = new IntersectionObserver((entries) => {
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entries.forEach(entry => {
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if (entry.isIntersecting) {
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entry.target.style.opacity = '1';
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entry.target.style.transform = 'translateY(0)';
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}
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});
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}, observerOptions);
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document.querySelectorAll('.card-hover').forEach(el => {
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el.style.opacity = '0';
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el.style.transform = 'translateY(20px)';
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el.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
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observer.observe(el);
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});
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</script>
|
||
</body>
|
||
</html>
|
||
``` |