577 lines
41 KiB
HTML
577 lines
41 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>汽车芯片 - 深度行业研究报告</title>
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</head>
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<body class="min-h-screen">
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<div class="space-bg">
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<div class="stars"></div>
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<div class="twinkling"></div>
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</div>
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<div class="turrell-glow-1"></div>
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<div class="turrell-glow-2"></div>
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<div class="relative min-h-screen w-full p-4 md:p-8 overflow-y-auto">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter gradient-text animate-pulse">
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汽车芯片 (Automotive Chip)
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</h1>
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<p class="text-xl md:text-2xl text-slate-300 mt-4">深度行业研究报告</p>
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<div class="mt-6 text-xs text-slate-500 max-w-2xl mx-auto">
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<p>北京价值前沿科技有限公司 AI投研agent:“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据,投资需谨慎。</p>
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</div>
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</header>
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<main class="grid grid-cols-12 gap-6 max-w-[1800px] mx-auto">
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<!-- Insight Section -->
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<section class="col-span-12 lg:col-span-8 glass-card rounded-2xl p-6 glow-border">
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<h2 class="text-2xl font-bold mb-4 gradient-text">核心洞察 (Insight)</h2>
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<div class="space-y-6 text-slate-300 text-sm leading-relaxed max-h-[120vh] overflow-y-auto pr-2">
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">0. 概念事件</h3>
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<p>汽车芯片概念的爆发源于多重因素的共振,其发展脉络可清晰地划分为几个关键阶段:</p>
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<ul class="list-disc list-inside mt-2 space-y-1">
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<li><strong class="text-slate-100">背景(~2020年):</strong> 电动化与智能化趋势确立,单车芯片价值量持续提升,但市场由海外巨头主导,国产化率不足5%。</li>
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<li><strong class="text-slate-100">催化剂(2020-2022年):全球“缺芯潮”</strong>。供应链中断与需求错配,使汽车芯片成为战略性稀缺资源,将供应链安全提升至前所未有的战略高度,为国产替代打开关键的“验证窗口”。</li>
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<li><strong class="text-slate-100">政策加速(2023年至今):国家意志的全面介入</strong>。从标准与认证体系建立、产业引导与目标设定(工信部建议2024年底关键芯片国产化率达25%),到产业联盟成立,国家正在系统性地为国产芯片上车“铺路、搭桥、背书”。</li>
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<li><strong class="text-slate-100">市场演进(2024年至今):国产化进入深水区与结构性分化</strong>。地缘政治风险加剧、车企自研成风、国产厂商规模化上量,标志着产业进入新阶段。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">1. 核心观点摘要</h3>
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<p>汽车芯片正处于由<strong class="text-amber-300">政策强力驱动</strong>和<strong class="text-amber-300">市场内生需求</strong>(供应链安全+成本)双轮驱动的黄金发展期。产业逻辑已从“能不能用”的生存问题,演变为“哪些领域能率先突破”的结构性增长问题。当前,市场正经历从低端、通用类芯片向高端、核心类芯片的国产化深水区迈进,其中蕴含着巨大的预期差和结构性投资机会。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">2. 核心逻辑与市场认知分析</h3>
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<ul class="space-y-3">
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<li><strong class="text-slate-100">核心驱动力:</strong>
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<ul class="list-decimal list-inside pl-4 mt-1 text-slate-400">
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<li><strong class="text-slate-200">供应链安全(国家与企业层面):</strong> 最根本、最不可逆的驱动力,“去风险化”成为车企必选项。</li>
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<li><strong class="text-slate-200">政策顶层设计与全力护航:</strong> 系统性地为国产芯片扫清上车应用的核心障碍——标准缺失和验证困难。</li>
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<li><strong class="text-slate-200">汽车产业“新四化”的内生需求:</strong> 电动化和智能化极大提升了芯片的单车价值量,创造了全新的增量市场。</li>
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<li><strong class="text-slate-200">成本与定制化驱动:</strong> 车企自研芯片以降本增效,软硬一体化实现功能差异化。</li>
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</ul>
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</li>
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<li><strong class="text-slate-100">预期差分析:</strong>
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<ul class="list-decimal list-inside pl-4 mt-1 text-slate-400">
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<li><strong class="text-slate-200">国产化率的“平均数”与“结构性”差异:</strong> 市场认知的10%-20%掩盖了核心SoC/MCU不足10%的残酷现实。</li>
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<li><strong class="text-slate-200">“全面替代”与“分层替代”的差异:</strong> 替代路径是“先易后难”的分层演进,而非一蹴而就。70%模拟芯片可替代,但30%高端产品短期困难。</li>
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<li><strong class="text-slate-200">车企自研的“威胁”与“机遇”:</strong> 长期看,车企自研可能挤压第三方芯片供应商的市场空间,形成竞争与合作并存的格局。</li>
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</ul>
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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="font-semibold text-lg text-cyan-300 mb-2">3. 关键催化剂与未来发展路径</h3>
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<ul class="space-y-3">
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<li><strong class="text-slate-100">近期催化剂(未来3-6个月):</strong>
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<ul class="list-disc list-inside pl-4 mt-1 text-slate-400">
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<li>地缘政治事件发酵,如关税政策落地。</li>
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<li>搭载国产大算力SoC的标志性车型大规模量产交付。</li>
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<li>《汽车芯片认证审查 通用技术要求》等国家标准正式实施。</li>
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<li>新一批“汽车芯片白名单”发布。</li>
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</ul>
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</li>
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<li><strong class="text-slate-100">长期发展路径:</strong>
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<ul class="list-disc list-inside pl-4 mt-1 text-slate-400">
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<li><strong class="text-slate-200">第一阶段(当前-2025年):</strong> “易替代”环节全面渗透,国产化率有望突破50%。</li>
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<li><strong class="text-slate-200">第二阶段(2025-2027年):</strong> “难替代”环节重点突破,大算力SoC、高端MCU等实现从0到1。</li>
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<li><strong class="text-slate-200">第三阶段(2027年以后):</strong> 生态构建与全球竞争,形成平台化解决方案并参与全球市场。</li>
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</ul>
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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="font-semibold text-lg text-cyan-300 mb-2">4. 产业链与核心公司深度剖析</h3>
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<ul class="space-y-3">
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<li><strong class="text-slate-100">核心玩家对比:</strong>
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<ul class="list-disc list-inside pl-4 mt-1 text-slate-400">
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<li><strong class="text-slate-200">领导者 (国产智驾SoC双雄):</strong> <strong class="text-amber-300">地平线</strong> (生态开放, 先发优势)、<strong class="text-amber-300">黑芝麻智能</strong> (大算力性价比, 跨域融合)。</li>
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<li><strong class="text-slate-200">逻辑最纯粹 (模拟芯片):</strong> <strong class="text-amber-300">雅创电子</strong> (汽车业务占比100%, A股最纯标的)、<strong class="text-amber-300">纳芯微</strong> (龙头地位, 客户基础深厚)。</li>
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<li><strong class="text-slate-200">追赶者/潜力股:</strong> <strong class="text-amber-300">国芯科技</strong> (MCU布局全面)、<strong class="text-amber-300">华虹半导体</strong> (上游代工“卖水者”)。</li>
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</ul>
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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="font-semibold text-lg text-cyan-300 mb-2">5. 潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-1 text-rose-300">
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<li><strong class="text-rose-200">技术风险:</strong> 高端技术瓶颈(先进制程、功能安全认证)、车规认证周期长(2-3年)、软件生态短板。</li>
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<li><strong class="text-rose-200">商业化风险:</strong> 中低端市场价格战、国产化进度不及预期导致业绩无法兑现。</li>
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<li><strong class="text-rose-200">政策与竞争风险:</strong> 车企自研的挤压效应、国际巨头降价反击。</li>
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<li><strong class="text-rose-200">信息交叉验证风险:</strong> 国产化率数据存在统计口径矛盾,公司路演数据需与财报交叉验证。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">6. 综合结论与投资启示</h3>
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<p class="mb-2">汽车芯片已进入<strong class="text-amber-300">基本面驱动阶段</strong>,是半导体领域中下游需求最明确、国产替代逻辑最顺畅的黄金赛道。当前投资核心在于<strong class="text-amber-300">识别结构性机会</strong>,寻找不同替代阶段最具弹性和确定性的细分环节。</p>
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<p><strong class="text-slate-100">最具投资价值的细分环节:</strong></p>
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<ol class="list-decimal list-inside space-y-1 text-slate-300 pl-4">
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<li><strong class="text-cyan-200">智驾SoC芯片设计:</strong> 市场空间最大,诞生大市值公司的摇篮。</li>
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<li><strong class="text-cyan-200">车规级模拟与驱动芯片:</strong> 业绩兑现最快,确定性最高。</li>
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<li><strong class="text-cyan-200">车规级MCU:</strong> 替代空间巨大。</li>
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<li><strong class="text-cyan-200">上游核心环节(代工):</strong> 分享行业整体成长的稳健选择。</li>
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</ol>
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<p class="mt-2"><strong class="text-slate-100">需重点跟踪的关键指标:</strong></p>
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<p class="text-slate-400">实际装车率、汽车业务营收占比与毛利率、新一代芯片量产进度、新拓展客户质量。</p>
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</div>
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</div>
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</section>
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<!-- Charts & Other Data -->
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<aside class="col-span-12 lg:col-span-4 grid grid-cols-1 grid-rows-2 gap-6">
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<!-- Market Share Chart -->
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<div class="glass-card rounded-2xl p-4 flex flex-col">
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<h3 class="text-lg font-bold text-center mb-2 gradient-text">市场格局速览</h3>
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<div id="market-share-chart" class="flex-grow min-h-[300px]"></div>
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</div>
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<!-- Rise Analysis -->
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<div class="glass-card rounded-2xl p-4 flex flex-col">
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<h3 class="text-lg font-bold mb-2 gradient-text">涨幅异动分析</h3>
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<div class="flex-grow overflow-y-auto text-sm space-y-4 pr-2">
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<!-- Dynamic analysis items will be here -->
|
||
<div class="p-3 rounded-lg border border-slate-700 bg-slate-900/50">
|
||
<p class="font-semibold text-cyan-400">利扬芯片 (688135) <span class="text-green-400 ml-2">+5.38%</span></p>
|
||
<p class="text-xs text-slate-400 mt-1">行业整体利好,芯片股集体爆发;公司业务契合AI芯片和汽车芯片热点;业绩说明会释放积极信号。</p>
|
||
</div>
|
||
<div class="p-3 rounded-lg border border-slate-700 bg-slate-900/50">
|
||
<p class="font-semibold text-cyan-400">普路通 (002769) <span class="text-green-400 ml-2">+10.06%</span></p>
|
||
<p class="text-xs text-slate-400 mt-1">受益于芯片、储能、汽车电子多重利好叠加,特别是广州开发区对高端芯片设计的支持政策。</p>
|
||
</div>
|
||
<div class="p-3 rounded-lg border border-slate-700 bg-slate-900/50">
|
||
<p class="font-semibold text-cyan-400">跃岭股份 (002725) <span class="text-green-400 ml-2">+10.02%</span></p>
|
||
<p class="text-xs text-slate-400 mt-1">车规级芯片封测资产并表,叠加汽车芯片国产化政策补贴双重催化,成为AEC-Q100认证稀缺标的。</p>
|
||
</div>
|
||
<div class="p-3 rounded-lg border border-slate-700 bg-slate-900/50">
|
||
<p class="font-semibold text-cyan-400">电科芯片 (600877) <span class="text-green-400 ml-2">+10.01%</span></p>
|
||
<p class="text-xs text-slate-400 mt-1">“商业航天”政策红利与“国产芯片”行业景气双重叠加,公司作为重庆本地龙头直接受益。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</aside>
|
||
|
||
<!-- Data Sources -->
|
||
<section class="col-span-12 glass-card rounded-2xl p-6 data-source-container">
|
||
<h2 class="text-2xl font-bold mb-4 gradient-text">数据来源深度挖掘</h2>
|
||
<div class="w-full max-h-[80vh] overflow-y-auto pr-2">
|
||
<div class="daisy-collapse daisy-collapse-arrow rounded-lg">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title">新闻数据</div>
|
||
<div class="daisy-collapse-content">
|
||
<h4 class="font-bold text-cyan-300 mb-2">一、 宏观政策、标准与基础设施建设</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-slate-300">
|
||
<li><strong>汽车芯片白名单发布:</strong>第二批覆盖10大类芯片,超2000个应用案例,供应商近300家。</li>
|
||
<li><strong>质量认证与标准体系建设:</strong>首批国产汽车芯片认证审查技术体系1.0版发布,填补国内空白;5项认证认可行业标准立项。</li>
|
||
<li><strong>国家级检测与验证平台建设:</strong>首个国家级检测中心落户上海;国内首个国家级标准验证平台在深圳投入使用。</li>
|
||
<li><strong>工信部工作要点:</strong>2025年要点明确加快汽车芯片环境及可靠性、信息安全等标准制定。</li>
|
||
</ul>
|
||
<h4 class="font-bold text-cyan-300 mt-4 mb-2">二、 市场趋势、规模与国产化进程</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-sm text-slate-300">
|
||
<li><strong>市场空间与增长:</strong>全球800亿美元模拟芯片市场中约25%为汽车应用;预计2027年单车模拟芯片价值量达300美元;2030年中国市场规模预计达290亿美元。</li>
|
||
<li><strong>国产化率与进程:</strong>整体国产化率从不足5%提升到10%,部分国企车企达20%;模拟芯片国产化率仍较低。</li>
|
||
<li><strong>国际市场动态:</strong>海外厂商主导,英飞凌市占率第一;头部IDM汽车业务表现不佳,中国市场成破局关键。</li>
|
||
</ul>
|
||
<h4 class="font-bold text-cyan-300 mt-4 mb-2">三、 产业链企业动态与产品信息</h4>
|
||
<p class="text-sm text-slate-300">
|
||
<strong>纳芯微:</strong>汽车电子营收占比35%,累计出货6.68亿颗。
|
||
<strong>雅创电子:</strong>A股车芯最纯标的(汽车业务占比100%),自研模拟IC业务迅速放大。
|
||
<strong>国芯科技:</strong>中高端芯片在比亚迪、奇瑞、吉利等实现装车应用。
|
||
<strong>华虹半导体:</strong>约20%~30%收入来自汽车和工业,受益国产替代需求。
|
||
<strong>黑芝麻智能:</strong>港交所上市,领先的车规级智能汽车计算芯片供应商。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow rounded-lg">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title">路演数据</div>
|
||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||
<ul class="list-disc list-inside space-y-3">
|
||
<li><strong>国产化率分层(东吴汽车):</strong>
|
||
<ul class="list-disc list-inside pl-4 mt-1 text-slate-400">
|
||
<li><strong>模拟芯片:</strong> 70%可替代(电源管理等),30%为高压隔离等高端产品难替代。</li>
|
||
<li><strong>数字芯片:</strong> 50%依赖外资(高端MCU、SOC)。</li>
|
||
<li><strong>功率半导体:</strong> 国产化率约30%-40%。</li>
|
||
<li><strong>MCU/SoC:</strong> 国产化率不足10%。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>车企国产化策略差异:</strong>国企/央企(>30%) > 自主品牌(~20%) > 新势力(~10%) > 合资车企(<10%)。</li>
|
||
<li><strong>关税影响:</strong>对美系IDM厂商(TI/ADI)冲击大,欧系(英飞凌/ST)和国产(地平线/黑芝麻)受益。可替代部分需6-9个月验证。</li>
|
||
<li><strong>车企自研趋势(东吴证券):</strong>主机厂为成本控制和数据闭环自研芯片,千人团队+30-50亿资金+2-3年周期可完成。吉利(亿咖通)、蔚来、理想均有布局。</li>
|
||
<li><strong>国产智驾SoC崛起(国信汽车):</strong>地平线2024年上半年在中国自主品牌乘用车智驾芯片市占率达28.7%。黑芝麻华山A1000芯片应用于吉利领克08等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="daisy-collapse daisy-collapse-arrow rounded-lg">
|
||
<input type="checkbox" />
|
||
<div class="daisy-collapse-title">研报数据</div>
|
||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||
<ul class="list-disc list-inside space-y-3">
|
||
<li><strong>从ECU到SoC的转变:</strong>汽车电子电气架构向域控制、中央控制演进,催生高算力SoC需求。</li>
|
||
<li><strong>智能座舱芯片趋势:</strong>一芯多屏、多模态交互、舱驾融合、AI大模型本地化部署。</li>
|
||
<li><strong>智能驾驶芯片趋势:</strong>算法演进驱动算力提升,Transformer+BEV架构需求200+TFLOPS算力;“智驾平权”推动中低算力芯片需求。</li>
|
||
<li><strong>市场格局:</strong>
|
||
<ul class="list-disc list-inside pl-4 mt-1 text-slate-400">
|
||
<li><strong>座舱SoC:</strong>高通独占70%市场,但国产份额从<3%提升至>10%,芯擎科技国内第一。</li>
|
||
<li><strong>智驾SoC:</strong>英伟达(39.8%)、特斯拉(25.1%)主导,但华为昇腾(9.5%)和地平线(5.1%)增长显著。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>国产厂商布局:</strong>地平线(征程系列出货超500万片)、黑芝麻智能(覆盖比亚迪、吉利等)、芯擎科技(龙鹰一号)、芯驰科技(X9/X10系列)、国芯科技(覆盖域控、底盘、车身等)、纳思达(通用MCU、超声波雷达芯片)等均有关键产品布局和量产。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Table -->
|
||
<section class="col-span-12 glass-card rounded-2xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-center gradient-text">核心相关标的</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="daisy-table w-full text-center">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th class="bg-transparent">细分赛道</th>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">股票代码</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data will be populated here -->
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="7">电源管理</td><td>上海贝岭</td><td><a href="https://valuefrontier.cn/company?scode=600171" target="_blank" class="text-blue-400 hover:underline">600171</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>雅创电子</td><td><a href="https://valuefrontier.cn/company?scode=301099" target="_blank" class="text-blue-400 hover:underline">301099</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>南芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688484" target="_blank" class="text-blue-400 hover:underline">688484</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>圣邦股份</td><td><a href="https://valuefrontier.cn/company?scode=300661" target="_blank" class="text-blue-400 hover:underline">300661</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>杰华特</td><td><a href="https://valuefrontier.cn/company?scode=688141" target="_blank" class="text-blue-400 hover:underline">688141</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>力芯微</td><td><a href="https://valuefrontier.cn/company?scode=688601" target="_blank" class="text-blue-400 hover:underline">688601</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>芯朋微</td><td><a href="https://valuefrontier.cn/company?scode=688508" target="_blank" class="text-blue-400 hover:underline">688508</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="11">功率模组IGBT</td><td>台基股份</td><td><a href="https://valuefrontier.cn/company?scode=300046" target="_blank" class="text-blue-400 hover:underline">300046</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>斯达半导</td><td><a href="https://valuefrontier.cn/company?scode=603290" target="_blank" class="text-blue-400 hover:underline">603290</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>中车时代</td><td>-</td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>闻泰科技</td><td><a href="https://valuefrontier.cn/company?scode=600745" target="_blank" class="text-blue-400 hover:underline">600745</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>士兰微</td><td><a href="https://valuefrontier.cn/company?scode=600460" target="_blank" class="text-blue-400 hover:underline">600460</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>华虹半导体</td><td>-</td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>新洁能</td><td><a href="https://valuefrontier.cn/company?scode=605111" target="_blank" class="text-blue-400 hover:underline">605111</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>华润微</td><td><a href="https://valuefrontier.cn/company?scode=688396" target="_blank" class="text-blue-400 hover:underline">688396</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>扬杰科技</td><td><a href="https://valuefrontier.cn/company?scode=300373" target="_blank" class="text-blue-400 hover:underline">300373</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>三环集团</td><td><a href="https://valuefrontier.cn/company?scode=300408" target="_blank" class="text-blue-400 hover:underline">300408</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>上海贝岭</td><td><a href="https://valuefrontier.cn/company?scode=600171" target="_blank" class="text-blue-400 hover:underline">600171</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="3">存储芯片</td><td>大港股份</td><td><a href="https://valuefrontier.cn/company?scode=002077" target="_blank" class="text-blue-400 hover:underline">002077</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>北京君正</td><td><a href="https://valuefrontier.cn/company?scode=300223" target="_blank" class="text-blue-400 hover:underline">300223</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>兆易创新</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank" class="text-blue-400 hover:underline">603986</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="5">计算芯片SOC</td><td>全志科技</td><td><a href="https://valuefrontier.cn/company?scode=300458" target="_blank" class="text-blue-400 hover:underline">300458</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>晶晨股份</td><td><a href="https://valuefrontier.cn/company?scode=688099" target="_blank" class="text-blue-400 hover:underline">688099</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>恒玄科技</td><td><a href="https://valuefrontier.cn/company?scode=688608" target="_blank" class="text-blue-400 hover:underline">688608</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>瑞芯微</td><td><a href="https://valuefrontier.cn/company?scode=603893" target="_blank" class="text-blue-400 hover:underline">603893</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>中科蓝讯</td><td><a href="https://valuefrontier.cn/company?scode=688332" target="_blank" class="text-blue-400 hover:underline">688332</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="3">智驾感知DSP</td><td>富瀚微</td><td><a href="https://valuefrontier.cn/company?scode=300613" target="_blank" class="text-blue-400 hover:underline">300613</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>北京君正</td><td><a href="https://valuefrontier.cn/company?scode=300223" target="_blank" class="text-blue-400 hover:underline">300223</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>韦尔股份</td><td>-</td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="5">控制芯片MCU</td><td>国芯科技</td><td><a href="https://valuefrontier.cn/company?scode=688262" target="_blank" class="text-blue-400 hover:underline">688262</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>富满微</td><td><a href="https://valuefrontier.cn/company?scode=300671" target="_blank" class="text-blue-400 hover:underline">300671</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>兆易创新</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank" class="text-blue-400 hover:underline">603986</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>芯海科技</td><td><a href="https://valuefrontier.cn/company?scode=688595" target="_blank" class="text-blue-400 hover:underline">688595</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>国民技术</td><td><a href="https://valuefrontier.cn/company?scode=300077" target="_blank" class="text-blue-400 hover:underline">300077</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td class="font-semibold text-amber-300" rowspan="4">FPGA</td><td>紫光国微</td><td><a href="https://valuefrontier.cn/company?scode=002049" target="_blank" class="text-blue-400 hover:underline">002049</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>安路科技</td><td><a href="https://valuefrontier.cn/company?scode=688107" target="_blank" class="text-blue-400 hover:underline">688107</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>复旦微电</td><td><a href="https://valuefrontier.cn/company?scode=688385" target="_blank" class="text-blue-400 hover:underline">688385</a></td><td>汽车芯片</td></tr>
|
||
<tr class="daisy-hover"><td>华微电子</td><td>-</td><td>汽车芯片</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
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|
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formatter: '智能座舱\nSoC格局',
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color: '#e6edf3',
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fontSize: 14,
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fontWeight: 'bold'
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},
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emphasis: {
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label: {
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fontSize: 16,
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fontWeight: 'bold'
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}
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},
|
||
labelLine: {
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show: false
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},
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||
data: [
|
||
{ value: 70, name: '高通', itemStyle: { color: '#00f5ff'} },
|
||
{ value: 15, name: 'AMD & 瑞萨', itemStyle: { color: '#7b00ff'} },
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{ value: 10, name: '国产厂商', itemStyle: { color: '#ff00e5'} },
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{ value: 5, name: '其他', itemStyle: { color: '#555'} }
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],
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tooltip: {
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position: 'top'
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}
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},
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{
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name: '智驾域控SoC',
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||
type: 'pie',
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radius: ['55%', '80%'],
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center: ['75%', '50%'],
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avoidLabelOverlap: false,
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itemStyle: {
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borderRadius: 10,
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borderColor: '#010409',
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label: {
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show: true,
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position: 'center',
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formatter: '智驾域控\nSoC格局',
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fontSize: 14,
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},
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labelLine: {
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show: false
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},
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data: [
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{ value: 39.8, name: '英伟达', itemStyle: { color: '#00ff9d'} },
|
||
{ value: 25.1, name: '特斯拉', itemStyle: { color: '#ff3d3d'} },
|
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{ value: 9.5, name: '华为昇腾', itemStyle: { color: '#ff8a00'} },
|
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{ value: 5.1, name: '地平线', itemStyle: { color: '#008cff'} },
|
||
{ value: 20.5, name: '其他', itemStyle: { color: '#555'} }
|
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]
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}
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]
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};
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myChart.setOption(option);
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window.addEventListener('resize', myChart.resize);
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});
|
||
</script>
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</body>
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||
</html> |