467 lines
35 KiB
HTML
467 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度投研报告：果链OPEN AI复用</title>
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</head>
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<body class="text-slate-300 min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center p-6 glass-card">
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<h1 class="text-4xl md:text-5xl font-bold text-sky-300 glow-text mb-4 tracking-wider">深度投研报告：果链OPEN AI复用</h1>
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<p class="text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
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<p class="text-xs text-slate-500 mt-2">本报告为AI合成数据，据此投资，风险自担。</p>
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</header>
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<!-- Insight Section -->
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<main class="space-y-8">
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<section class="p-6 md:p-8 glass-card" x-data="{ open: true }">
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<div @click="open = !open" class="flex justify-between items-center cursor-pointer">
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<h2 class="text-3xl font-bold text-sky-400 glow-text">概念Insight深度解析</h2>
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<svg :class="{'rotate-180': open}" class="w-6 h-6 text-sky-400 transition-transform" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
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</div>
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<div x-show="open" x-transition class="mt-6 space-y-8">
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<!-- 0. Concept Event Timeline -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-6 border-l-4 border-sky-500 pl-4">0. 概念发展关键事件</h3>
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<div class="timeline">
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<div class="timeline-item">
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<p class="font-bold text-sky-400">技术奠基期 (2024年初 - 2024年中)</p>
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<ul class="list-disc list-inside text-slate-400 mt-2 space-y-1">
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<li><strong class="text-slate-300">2024年2月16日:</strong> OpenAI发布Sora，与Vision Pro“空间计算”理念共鸣，市场预期AI赋能XR。</li>
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<li><strong class="text-slate-300">2024年5月14日:</strong> OpenAI发布GPT-4o，实现实时多模态交互(平均响应<span class="text-cyan-300 font-mono">320ms</span>)，并宣布推出macOS应用，标志技术向苹果终端直接渗透。</li>
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</ul>
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</div>
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<div class="timeline-item">
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<p class="font-bold text-sky-400">硬件叙事期 (2025年中 - 2025年末)</p>
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<ul class="list-disc list-inside text-slate-400 mt-2 space-y-1">
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<li><strong class="text-slate-300">2025年5月22日:</strong> 华尔街日报报道，OpenAI计划推出<span class="text-cyan-300 font-mono">1亿台</span>AI“伴侣”设备，目标2026年底前发布。</li>
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<li><strong class="text-slate-300">2025年9月20日:</strong> 券商纪要证实OpenAI正从苹果招募人才，团队具“果味”，倾向直接复用果链。</li>
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<li><strong class="text-slate-300">2025年10月13-14日:</strong> 概念进入实质验证，新闻明确<strong class="text-fuchsia-400">信维通信</strong>获<span class="text-cyan-300 font-mono">18个料号</span>，<strong class="text-fuchsia-400">立讯精密</strong>负责整机组装，“果链复用”走向订单落地。</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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<!-- 1. Core View Summary -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">1. 核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">“果链OPEN AI复用”概念正从软件赋能的宏大叙事，快速步入硬件落地的基本面驱动阶段。其核心驱动力源于OpenAI意图通过自研AI硬件抢占下一代入口，并选择复用全球最成熟、最高效的苹果供应链来实现快速产品化。当前市场对<strong class="text-sky-300">OpenAI自研硬件</strong>的预期正被供应链订单所验证，而对<strong class="text-amber-300">OpenAI技术在苹果原生设备（如iPhone）上的深度集成</strong>则可能存在过度乐观的预期差。</p>
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</div>
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<!-- 2. Core Logic & Market Perception -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">2. 核心逻辑与市场认知分析</h3>
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<div class="space-y-4">
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-sky-400">核心驱动力</h4>
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<ul class="list-decimal list-inside text-slate-400 mt-2 space-y-2">
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<li><strong class="text-slate-200">技术突破催生新载体：</strong>GPT-4o和AI Agent等技术能力超出传统手机App框架，需要AI原生硬件作为“最佳肉身”。</li>
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<li><strong class="text-slate-200">供应链的“路径依赖”与“效率最优”：</strong>OpenAI的“果味”硬件团队基于经验与信任，复用果链是实现高质量快速量产的最优解。</li>
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<li><strong class="text-slate-200">苹果生态的AI化升级：</strong>苹果自身的Apple Intelligence战略明确接入第三方大模型（如OpenAI），构成概念的第二条逻辑线，驱动换机潮。</li>
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</ul>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-amber-400">预期差分析</h4>
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<p class="text-slate-400 mt-2">市场当前可能存在一个关键的预期差：</p>
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<ul class="list-disc list-inside text-slate-400 mt-2 space-y-2">
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<li><strong class="text-green-400">预期较为扎实：</strong>OpenAI自研硬件。关于<strong class="text-fuchsia-400">信维通信</strong>和<strong class="text-fuchsia-400">立讯精密</strong>的订单信息非常具体（<span class="text-cyan-300 font-mono">18个料号</span>、<span class="text-cyan-300 font-mono">小几千万台备货</span>、<span class="text-cyan-300 font-mono">12月底交付</span>），确定性较高。</li>
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<li><strong class="text-red-400">可能存在预期过高：</strong>OpenAI融入苹果生态。路演数据显示，苹果AI战略核心是<strong class="text-amber-300">端侧隐私计算</strong>，OpenAI更多是<strong class="text-amber-300">补充性云端算力</strong>。苹果强大的生态闭环决定其不会轻易让渡核心AI入口，市场对“喧宾夺主”式的深度融合可能过于乐观。</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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<!-- 3. Catalysts & Future Path -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">3. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-sky-400">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside text-slate-400 mt-2 space-y-1">
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<li>供应链订单扩散至光学、声学等龙头。</li>
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<li>OpenAI硬件原型或工业设计曝光。</li>
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<li>苹果官方（WWDC/发布会）阐明与第三方AI合作模式。</li>
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</ul>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-sky-400">长期发展路径</h4>
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<ul class="list-decimal list-inside text-slate-400 mt-2 space-y-1">
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<li><strong class="text-slate-200">阶段一 (26-27年):</strong> 首款硬件发布与市场验证，订单业绩兑现。</li>
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<li><strong class="text-slate-200">阶段二 (27-29年):</strong> AI硬件品类扩张，初步形成软硬件生态。</li>
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<li><strong class="text-slate-200">阶段三 (30年后):</strong> AI Agent成主流交互模式，“果链”演变为“AI链”。</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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<!-- 4. Industry & Core Companies -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">4. 产业链与核心公司深度剖析</h3>
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<div class="space-y-4">
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-sky-400">核心玩家对比</h4>
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<div class="overflow-x-auto mt-2">
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<table class="table table-sm">
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<thead>
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<tr class="text-slate-300">
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<th>公司</th>
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<th>定位</th>
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<th>竞争优势 & 业务进展</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong class="text-fuchsia-400">立讯精密 (002475)</strong></td>
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<td><span class="badge badge-primary badge-outline">核心组装厂</span></td>
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<td>全球顶级精密制造能力，已被证实为OpenAI整机组装方，逻辑最直接。</td>
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</tr>
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<tr>
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<td><strong class="text-fuchsia-400">信维通信 (300136)</strong></td>
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<td><span class="badge badge-secondary badge-outline">核心元器件</span></td>
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<td>射频天线技术领先，已拿到 <strong class="text-cyan-300">18个料号</strong>，是目前最硬的逻辑验证。</td>
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</tr>
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<tr>
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<td><strong class="text-slate-200">工业富联/歌尔股份</strong></td>
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<td><span class="badge badge-accent badge-outline">潜在核心供应商</span></td>
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<td>在结构件/声学领域是全球龙头，技术储备雄厚，是潜在的核心受益者。</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h4 class="font-bold text-lg text-amber-400">验证与证伪</h4>
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<ul class="list-disc list-inside mt-2 space-y-2">
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<li><strong class="text-green-400">已验证：</strong>“OpenAI将复用果链”的叙事，已被立讯、信维获得实质性订单所<strong class="text-green-300">验证</strong>。</li>
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<li><strong class="text-red-400">待观察/证伪：</strong>苹果对OpenAI的集成持相对补充态度，与市场“强强联合”的预期存在温差，构成<strong class="text-red-300">潜在风险点</strong>。</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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<!-- 5. Risks & Challenges -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">5. 潜在风险与挑战</h3>
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<div class="bento-grid">
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<div class="p-4 border border-rose-500/30 rounded-xl bg-rose-900/20">
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<h4 class="font-bold text-rose-300">技术风险</h4>
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<p class="text-sm text-slate-400 mt-1">OpenAI是硬件新手，在功耗、散热、系统优化方面或存技术瓶颈。</p>
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</div>
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<div class="p-4 border border-rose-500/30 rounded-xl bg-rose-900/20">
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<h4 class="font-bold text-rose-300">商业化风险</h4>
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<p class="text-sm text-slate-400 mt-1">AI“伴侣”设备尚无成功先例，市场接受度、定价、应用刚需性均不确定。</p>
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</div>
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<div class="p-4 border border-rose-500/30 rounded-xl bg-rose-900/20">
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<h4 class="font-bold text-rose-300">竞争风险</h4>
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<p class="text-sm text-slate-400 mt-1">苹果、Google、Meta等巨头也在布局AI硬件，行业竞争将异常激烈。</p>
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</div>
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<div class="p-4 border border-rose-500/30 rounded-xl bg-rose-900/20">
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<h4 class="font-bold text-rose-300">信息交叉验证风险</h4>
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<p class="text-sm text-slate-400 mt-1">OpenAI硬件进展（具体）与苹果合作策略（模糊）存在张力，需区分投资主线。</p>
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</div>
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</div>
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</div>
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<!-- 6. Conclusion & Investment启示 -->
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<div>
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<h3 class="text-2xl font-semibold text-slate-100 mb-4 border-l-4 border-sky-500 pl-4">6. 综合结论与投资启示</h3>
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<div class="space-y-4">
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<p class="p-4 bg-slate-900/50 rounded-lg"><strong>概念阶段判断：</strong>已<strong class="text-sky-300">初步完成从主题炒作到基本面驱动的过渡</strong>，兼具基本面逻辑的确定性与成长空间的不确定性。</p>
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<p class="p-4 bg-slate-900/50 rounded-lg"><strong>最具投资价值环节：</strong>当前阶段是<strong class="text-sky-300">直接切入OpenAI自研硬件供应链、逻辑确定性最高的核心环节</strong>，如<strong class="text-fuchsia-400">整机组装 (立讯精密)</strong> 和 <strong class="text-fuchsia-400">核心元器件 (信维通信)</strong>。</p>
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<div class="p-4 bg-slate-900/50 rounded-lg">
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<p><strong>需重点跟踪的关键指标：</strong></p>
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<ul class="list-disc list-inside text-slate-400 mt-2">
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<li>OpenAI硬件供应链渗透率及核心供应商价值量(ASP)变化。</li>
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<li>2026年终端产品发布时间、销量预期及BOM成本。</li>
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<li>苹果官方对第三方AI合作的最终表态和功能演示。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Data Validation Section -->
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<section class="p-6 md:p-8 glass-card">
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<h2 class="text-3xl font-bold text-sky-400 glow-text mb-6">核心数据验证</h2>
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<div x-data="{ tab: 'news' }" class="w-full">
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<div role="tablist" class="tabs tabs-bordered tabs-lg">
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<a role="tab" class="tab" :class="{'tab-active text-sky-300': tab === 'news'}" @click.prevent="tab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{'tab-active text-sky-300': tab === 'roadshows'}" @click.prevent="tab = 'roadshows'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active text-sky-300': tab === 'reports'}" @click.prevent="tab = 'reports'">研报精粹</a>
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</div>
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<div class="pt-6 text-slate-400 space-y-4">
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<!-- News Tab -->
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<div x-show="tab === 'news'">
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<h4 class="font-bold text-lg text-slate-200">核心信息点</h4>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong>战略与团队:</strong> Open AI正从苹果招募硬件/设计/供应链人才，团队有“果味”，倾向直接复用熟悉的供应链伙伴。</li>
|
||
<li><strong>产品与时间线:</strong> 目标在<strong class="text-cyan-300">2026年底至2027年初</strong>推出首批设备，产品形态可能是一种AI“伴侣”设备。</li>
|
||
<li><strong>供应链合作:</strong> <strong class="text-fuchsia-400">信维通信</strong>已拿到多个料号，产品将由<strong class="text-fuchsia-400">立讯精密</strong>进行整机组装，表明“果链复用”已在实际发生。</li>
|
||
<li><strong>市场预期:</strong> 分析师认为，Open AI推出新终端将使果链公司受益。</li>
|
||
</ul>
|
||
<blockquote class="mt-4 p-4 border-l-4 border-sky-600 bg-slate-800/50 rounded-r-lg">
|
||
<p class="italic">"信维之前是Google Pixel手机的供应商...当前拿到<strong class="text-cyan-300">18个料号</strong>...价值量10多块钱，首批小几千万台的备货量...12月底交付产品，给立讯浙江的基地做整机组装，产品应该26年出来。"</p>
|
||
<cite class="block text-right text-sm text-slate-500 mt-2">- 来源: ◼ 信维通信基本逻辑 (2025-10-14)</cite>
|
||
</blockquote>
|
||
</div>
|
||
|
||
<!-- Roadshows Tab -->
|
||
<div x-show="tab === 'roadshows'" style="display: none;">
|
||
<p class="mb-4">路演内容中，<strong class="text-amber-300">仅有一处直接提及“OpenAI”</strong>，其余均为潜在相关信息，主要围绕苹果的AI战略及其对果链的影响。</p>
|
||
<div class="space-y-3">
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<p><strong class="text-slate-200">直接相关信息：</strong>苹果的AI战略包含接入第三方云端算力，如 <strong class="text-sky-300">OpenAI</strong>、国内大模型。 (来源: 中金公司 | 2024-07-04)</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<p><strong class="text-slate-200">潜在相关信息 1 (混合AI战略):</strong> 苹果采取“端侧为主，云端为辅”的策略，强调<strong class="text-amber-300">端侧隐私计算</strong>，这为与OpenAI等云端模型的合作模式奠定基础。</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<p><strong class="text-slate-200">潜在相关信息 2 (AI驱动硬件升级):</strong> 所有路演一致认为，以Apple Intelligence为代表的AI功能是启动新一轮<strong class="text-green-300">硬件升级和换机周期</strong>的关键，而这些功能的实现离不开背后的大模型（包括OpenAI）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Reports Tab -->
|
||
<div x-show="tab === 'reports'" style="display: none;">
|
||
<h4 class="font-bold text-lg text-slate-200">综合研报脉络</h4>
|
||
<ul class="list-decimal list-inside space-y-2 mt-2">
|
||
<li><strong class="text-slate-200">技术驱动层:</strong> OpenAI通过GPT-4o、Sora、AI Agent等产品，提供了革命性的多模态、低延迟、可操作能力，是可被“复用”的技术基础。</li>
|
||
<li><strong class="text-slate-200">产品结合层:</strong> 明确指出OpenAI与果链产品的多个结合点，最直接的是<strong class="text-sky-300">ChatGPT的macOS应用</strong>，最受期待的是对<strong class="text-green-300">Siri的革命性改造</strong>和在Vision Pro上的深度应用。</li>
|
||
<li><strong class="text-slate-200">交互变革层:</strong> GPT-4o的实时语音对话和Operator的屏幕操作能力，预示着未来设备交互方式将向更自然的<strong class="text-fuchsia-300">语音对话和AI代理</strong>演进。</li>
|
||
<li><strong class="text-slate-200">产业价值层:</strong> AI技术的复用被视作<strong class="text-green-300">驱动消费电子产生新换机需求</strong>的核心引擎，将带动整个果链的价值提升。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="p-6 md:p-8 glass-card">
|
||
<h2 class="text-3xl font-bold text-sky-400 glow-text mb-6">相关个股涨幅异动分析</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
润欣科技 (300493) <span class="text-green-400 ml-2">+13.97%</span> <span class="text-xs text-slate-500 ml-2">2025-09-22</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心驱动:</strong> OpenAI与立讯精密合作生产AI设备的消息，直接刺激AI硬件概念。公司为字节跳动AR/VR眼镜提供SOC芯片，定制化AI眼镜模组进入量产，同时涉及芯片和消费电子两大热门题材，形成共振。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
沃尔核材 (002130) <span class="text-green-400 ml-2">+10.0%</span> <span class="text-xs text-slate-500 ml-2">2025-09-23</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心驱动:</strong> OpenAI-英伟达“1000亿美元AI集群”消息，拉动高速铜缆需求。公司是A股唯一能批量供应高速发泡DAC铜缆且已拿到英伟达/立讯合格代码的标的，订单能见度被拉长至2026年。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-200">
|
||
乐鑫科技 (688018) <span class="text-green-400 ml-2">+8.18%</span> <span class="text-xs text-slate-500 ml-2">2025-09-22</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心驱动:</strong> OpenAI在GitHub上发布基于乐鑫ESP32-S3芯片开发的实时嵌入式SDK，是全球顶级AI公司对乐鑫芯片技术的直接认可，确立其在AIoT领域的“卖铲人”地位。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section class="p-6 md:p-8 glass-card">
|
||
<h2 class="text-3xl font-bold text-sky-400 glow-text mb-6">产业链图谱与核心标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-slate-300 text-base">
|
||
<tr>
|
||
<th>产业链环节</th>
|
||
<th>细分领域</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 加工组装 -->
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td rowspan="4" class="font-bold align-middle bg-slate-800/30">加工组装</td>
|
||
<td>IPhone/Airpods组装</td>
|
||
<td>立讯精密</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002475" target="_blank" class="text-sky-400 hover:underline">002475</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>IPhone组装</td>
|
||
<td>工业富联</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601138" target="_blank" class="text-sky-400 hover:underline">601138</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>Mac组装</td>
|
||
<td>闻泰科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600745" target="_blank" class="text-sky-400 hover:underline">600745</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>IPad/IPhone组装</td>
|
||
<td>比亚迪</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002594" target="_blank" class="text-sky-400 hover:underline">002594</a></td>
|
||
</tr>
|
||
<!-- 元器件核心组件供应商 -->
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td rowspan="10" class="font-bold align-middle bg-slate-800/30">元器件核心组件</td>
|
||
<td>射频天线</td>
|
||
<td>信维通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300136" target="_blank" class="text-sky-400 hover:underline">300136</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>声学器件/马达</td>
|
||
<td>歌尔股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002241" target="_blank" class="text-sky-400 hover:underline">002241</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>PCB/FPC</td>
|
||
<td>鹏鼎控股</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002938" target="_blank" class="text-sky-400 hover:underline">002938</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>玻璃盖板</td>
|
||
<td>蓝思科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300433" target="_blank" class="text-sky-400 hover:underline">300433</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>电池</td>
|
||
<td>欣旺达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300207" target="_blank" class="text-sky-400 hover:underline">300207</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>摄像头模组</td>
|
||
<td>舜宇光学</td>
|
||
<td class="text-slate-500">N/A</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>SIP封装</td>
|
||
<td>环旭电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601231" target="_blank" class="text-sky-400 hover:underline">601231</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>芯片封测</td>
|
||
<td>长电科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600584" target="_blank" class="text-sky-400 hover:underline">600584</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>精密结构件</td>
|
||
<td>长盈精密</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300115" target="_blank" class="text-sky-400 hover:underline">300115</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>ODM</td>
|
||
<td>华勤技术</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603296" target="_blank" class="text-sky-400 hover:underline">603296</a></td>
|
||
</tr>
|
||
<!-- 设备供应商 -->
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td rowspan="3" class="font-bold align-middle bg-slate-800/30">设备供应商</td>
|
||
<td>设备供应商</td>
|
||
<td>博众精工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688097" target="_blank" class="text-sky-400 hover:underline">688097</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>设备供应商</td>
|
||
<td>赛腾股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603283" target="_blank" class="text-sky-400 hover:underline">603283</a></td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-900/30 transition-colors">
|
||
<td>设备供应商</td>
|
||
<td>科瑞技术</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002957" target="_blank" class="text-sky-400 hover:underline">002957</a></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
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<footer class="text-center text-xs text-slate-600 py-4">
|
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© 2024 北京价值前沿科技有限公司. All Rights Reserved. AI-Generated Report.
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|
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</div>
|
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|
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</body>
|
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