607 lines
40 KiB
HTML
607 lines
40 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>电磁屏蔽 - 深度研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<style>
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body {
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font-family: 'Poppins', 'sans-serif';
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background-color: #02040a;
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color: #e0e0e0;
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overflow: hidden;
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position: relative;
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}
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body::before {
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content: '';
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position: fixed;
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top: 0;
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left: 0;
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right: 0;
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bottom: 0;
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background-image:
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radial-gradient(circle at 15% 20%, rgba(106, 17, 203, 0.15) 0%, transparent 40%),
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radial-gradient(circle at 85% 70%, rgba(0, 122, 255, 0.15) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(70, 200, 230, 0.05) 0%, transparent 30%);
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z-index: -1;
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animation: moveGradient 20s ease infinite;
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0% { background-position: 0% 50%; }
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50% { background-position: 100% 50%; }
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100% { background-position: 0% 50%; }
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}
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.main-container {
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height: 100vh;
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overflow-y: scroll;
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scroll-behavior: smooth;
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.08);
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border-radius: 1.5rem; /* 极致圆角 */
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transition: all 0.3s ease;
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position: relative;
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overflow: hidden;
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background: radial-gradient(circle, rgba(255, 255, 255, 0.1) 0%, rgba(255, 255, 255, 0) 70%);
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font-family: 'Space Grotesk', 'sans-serif';
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font-weight: 700;
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color: #ffffff;
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background: linear-gradient(90deg, #4f46e5, #0ea5e9);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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.section-title {
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font-family: 'Space Grotesk', 'sans-serif';
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font-size: 2.5rem;
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font-weight: 700;
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text-align: center;
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margin-bottom: 3rem;
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position: relative;
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color: #fff;
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}
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content: '';
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display: block;
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width: 80px;
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margin: 0.5rem auto 0;
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border-radius: 2px;
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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grid-auto-rows: minmax(100px, auto);
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}
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.bento-item-1 { grid-column: span 12; grid-row: span 2; } /* Core View & Events */
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.bento-item-2 { grid-column: span 6; grid-row: span 2; } /* Core Driving Force */
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.bento-item-3 { grid-column: span 6; grid-row: span 2; } /* Market Heat & Expectation Gap */
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.bento-item-4 { grid-column: span 7; grid-row: span 2; } /* Key Catalysts */
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.bento-item-5 { grid-column: span 5; grid-row: span 2; } /* Potential Risks */
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@media (max-width: 1024px) {
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border-collapse: separate;
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border-spacing: 0;
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width: 100%;
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.styled-table th, .styled-table td {
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padding: 1rem 1.5rem;
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text-align: left;
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background-color: rgba(10, 25, 47, 0.7);
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.styled-table th {
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color: #0ea5e9;
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font-family: 'Space Grotesk', sans-serif;
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font-size: 0.9rem;
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text-transform: uppercase;
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.styled-table tbody tr {
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background-color: rgba(0, 122, 255, 0.1);
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color: #60a5fa;
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transition: color 0.2s;
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.styled-table a:hover {
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color: #93c5fd;
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</style>
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</head>
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<body>
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<div class="main-container">
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<header class="text-center py-16 px-4">
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<h1 class="text-5xl md:text-7xl font-bold tracking-tight mb-4" style="font-family: 'Space Grotesk', sans-serif;">
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<span class="bg-clip-text text-transparent bg-gradient-to-r from-sky-400 to-indigo-500">
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电磁屏蔽 | Electromagnetic Shielding
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</span>
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</h1>
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<p class="text-lg md:text-xl text-slate-300 max-w-3xl mx-auto">
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AI算力革命驱动下的关键瓶颈技术价值重估
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</p>
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<p class="text-xs text-slate-500 mt-4">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，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main class="px-4 md:px-8 lg:px-16 pb-20">
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<!-- Section 1: Concept Insight -->
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<section class="mb-20">
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<h2 class="section-title">Concept Insight</h2>
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<div class="bento-grid">
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<div class="fui-card p-6 md:p-8 bento-item-1">
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<h3 class="fui-title text-2xl mb-4">核心观点 & 概念事件</h3>
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<p class="mb-4 text-slate-300">电磁屏蔽正经历一场由<strong class="text-sky-300">AI算力需求驱动的价值重估</strong>。它已不再是传统意义上的低附加值配套材料，而是演变为保障AI服务器和终端设备性能上限的<strong class="text-sky-300">关键功能组件</strong>。其核心驱动力源于AI芯片带来的高功耗和高频信号处理难题，未来潜力在于从单一屏蔽功能向<strong class="text-sky-300">“屏蔽+散热”一体化</strong>、从消费电子向<strong class="text-sky-300">AI服务器、机器人、汽车电子</strong>等多领域高端应用的拓展。</p>
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<div class="text-sm space-y-2 text-slate-400">
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<p><strong class="text-indigo-300">2023年 - AI服务器爆发:</strong> 以英伟达A100/H100为代表的需求爆发，市场开始关注其内部高速连接（如铜缆）对屏蔽性能的更高要求。</p>
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<p><strong class="text-indigo-300">2024年Q2 - GB200架构发布:</strong> 英伟达明确采用<strong class="text-white">铜缆连接</strong>方案，其高功率运行对屏蔽产生强烈需求，铜箔因其更优的屏蔽效果和延展性成为替代铝箔的趋势。</p>
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<p><strong class="text-indigo-300">2024年Q4 (预期) - AI手机军备竞赛:</strong> 以华为Mate 70为代表的AI手机，因芯片结构复杂化，对电磁屏蔽膜的需求发生质变：功能融合（兼具散热）、用量提升、单机价值量预计提升<strong class="text-white">30%-50%</strong>。</p>
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<p><strong class="text-indigo-300">2025年及以后 (展望):</strong> 应用场景拓展至AI PC、机器人、核聚变、高压海缆、6G基站等前沿领域。</p>
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</div>
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</div>
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<div class="fui-card p-6 md:p-8 bento-item-2">
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<h3 class="fui-title text-2xl mb-4">核心驱动力：不可能三角</h3>
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<p class="mb-4 text-slate-300">AI技术发展带来了物理层面的必然结果：<strong class="text-sky-300">“功率-信号-散热”不可能三角</strong>。</p>
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<ul class="list-disc list-inside space-y-3 text-slate-400">
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<li><strong class="text-white">技术驱动:</strong> AI芯片功耗增长远超算力提升，更高的功率密度意味着更强的电磁辐射源。同时，为匹配算力，数据传输速率迈向更高频段，对EMI更为敏感。最强的干扰源与最敏感的信号被封装在同一狭小空间内，<strong class="text-white">使得高性能电磁屏蔽成为刚需</strong>。</li>
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<li><strong class="text-white">商业驱动:</strong> GB200采用铜缆是成本和功耗驱动的选择，但这将屏蔽的难题交给了材料端。AI手机为追求性能与轻薄，催生了价值量更高的“导热屏蔽膜”。电磁屏蔽从一个<strong class="text-white">成本项</strong>，转变为一个能够提升产品竞争力的<strong class="text-white">性能项</strong>。</li>
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</ul>
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</div>
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<div class="fui-card p-6 md:p-8 bento-item-3">
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<h3 class="fui-title text-2xl mb-4">市场热度与预期差</h3>
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<p class="mb-4 text-slate-300">当前市场对电磁屏蔽概念抱有<strong class="text-sky-300">极高的关注度和乐观情绪</strong>，热点高度集中于AI服务器与AI手机两大主线。</p>
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<ul class="list-disc list-inside space-y-3 text-slate-400">
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<li><strong class="text-green-400">[积极预期差] 机器人应用被低估:</strong> 路演数据显示，天奈科技已“批量供应”，飞荣达与北美T客户合作“单机价值量达2-3千元”，远高于消费电子，可能成为被市场忽略的巨大增长极。</li>
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<li><strong class="text-yellow-400">[消极预期差] AI服务器业绩兑现节奏:</strong> 多家公司仍处于“通过认证”、“尚未批量交货”阶段，从技术验证到大规模收入仍需时间。市场可能过度交易了“0到1”的预期。</li>
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<li><strong class="text-red-400">[概念混淆风险] “屏蔽”与“发射”混淆:</strong> 部分市场参与者将电磁屏蔽（防护）与电磁弹射（应用）混为一谈，可能导致板块非理性波动。</li>
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</ul>
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</div>
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<div class="fui-card p-6 md:p-8 bento-item-4">
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<h3 class="fui-title text-2xl mb-4">关键催化剂 & 发展路径</h3>
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<p class="mb-2 font-semibold text-indigo-300">近期催化剂 (未来3-6个月)</p>
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<ul class="list-decimal list-inside space-y-2 text-slate-400 mb-4">
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<li><strong class="text-white">华为Mate 70/P80发布与拆解:</strong> 验证“导热屏蔽膜”价值量提升。</li>
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<li><strong class="text-white">英伟达GB200出货量数据:</strong> 验证AI服务器屏蔽需求能否落地。</li>
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<li><strong class="text-white">方邦股份苹果供应链进展:</strong> 若2025年成功导入，有望使其收入翻倍。</li>
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<li><strong class="text-white">头部机器人公司定点/订单公告:</strong> 确立机器人为第三增长曲线。</li>
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</ul>
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<p class="mb-2 font-semibold text-indigo-300">长期发展路径</p>
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<ul class="list-decimal list-inside space-y-2 text-slate-400">
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<li><strong class="text-white">渗透阶段 (当前-2026):</strong> 高性能屏蔽方案在AI服务器/终端加速渗透。</li>
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<li><strong class="text-white">平台化阶段 (2026-2028):</strong> 头部企业向“屏蔽+散热+轻量化”一体化解决方案平台转型。</li>
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<li><strong class="text-white">材料创新阶段 (2028-):</strong> 新型智能电磁材料进入商用，从被动防护向主动管理演进。</li>
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</ul>
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</div>
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<div class="fui-card p-6 md:p-8 bento-item-5">
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<h3 class="fui-title text-2xl mb-4">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-3 text-slate-400">
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<li><strong class="text-yellow-300">技术风险:</strong> 复合功能材料量产的良率与成本挑战；新型材料对现有技术路线的颠覆性冲击。</li>
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<li><strong class="text-yellow-300">商业化风险:</strong> AI终端出货量不及预期；中低端市场可能出现价格战，侵蚀高毛利。</li>
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<li><strong class="text-yellow-300">竞争风险:</strong> 国际贸易摩擦；与日本拓自达等国外老牌厂商在高端市场的激烈竞争。</li>
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<li><strong class="text-yellow-300">信息验证风险:</strong> “通过认证”不等于“获得大额订单”，市场情绪可能透支未来业绩。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section 2: Industry Chain & Core Players -->
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<section class="mb-20">
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<h2 class="section-title">产业链与核心公司剖析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-8 mb-12">
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<div class="fui-card p-6">
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<h4 class="fui-title text-xl mb-3">上游：基础材料</h4>
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<ul class="text-slate-400 space-y-1">
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<li><strong>金属材料:</strong> 铜箔、铝箔、合金粉末等 (如博威合金)</li>
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<li><strong>化工材料:</strong> 聚酯薄膜、导电胶、导电炭黑 (联科科技)、特种塑料 (沃特股份)、碳纳米管 (天奈科技)</li>
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</ul>
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</div>
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<div class="fui-card p-6">
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<h4 class="fui-title text-xl mb-3">中游：材料/器件制造</h4>
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<ul class="text-slate-400 space-y-1">
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<li><strong>电磁屏蔽膜:</strong> 方邦股份 (国内龙头)、正业科技</li>
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<li><strong>导电/吸波材料:</strong> 阿莱德、中石科技</li>
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<li><strong>屏蔽器件:</strong> 长盈精密</li>
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</ul>
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</div>
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<div class="fui-card p-6">
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<h4 class="fui-title text-xl mb-3">下游：解决方案与应用</h4>
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<ul class="text-slate-400 space-y-1">
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<li><strong>解决方案商:</strong> 飞荣达、隆扬电子</li>
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<li><strong>终端应用:</strong> 消费电子 (华为, 苹果), AI服务器 (英伟达), 新能源汽车, 机器人, 军工</li>
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</ul>
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</div>
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</div>
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<div class="fui-card p-6 overflow-x-auto">
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<h4 class="fui-title text-2xl mb-4 text-center">核心玩家对比</h4>
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<table class="styled-table">
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<thead>
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<tr>
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<th>公司名称</th>
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<th>核心逻辑</th>
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<th>竞争优势</th>
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<th>业务进展与验证</th>
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<th>潜在风险</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 class="font-bold text-white">飞荣达</td>
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<td>AI全场景解决方案龙头</td>
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<td>客户卡位(华为/英伟达)、产品矩阵宽、新赛道前瞻(机器人/6G)</td>
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<td>已向Mate 70供货；与北美T客户(机器人)合作价值量高</td>
|
||
<td>AI服务器订单“尚未批量交货”，业绩兑现节奏不确定</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">方邦股份</td>
|
||
<td>高性能屏蔽膜专家+AI服务器弹性标的</td>
|
||
<td>技术护城河(毛利>50%)、高弹性新业务(屏蔽铜箔)、苹果供应链预期</td>
|
||
<td>屏蔽膜销量创史高；铜箔通过技术测试即将供货</td>
|
||
<td>对单一产品/客户依赖度较高；苹果认证失败风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">隆扬电子</td>
|
||
<td>技术驱动的追赶者</td>
|
||
<td>掌握核心技术；“屏蔽+复合铜箔”双轮驱动；拓展汽车电子</td>
|
||
<td>业务稳健，持续研发投入，已向新能源车少量交货</td>
|
||
<td>在AI服务器和头部手机供应体系中信息披露较少</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">天奈科技</td>
|
||
<td>新材料降维打击者</td>
|
||
<td>利用碳纳米管技术优势切入；已在机器人领域实现批量供应</td>
|
||
<td>路演明确机器人电磁屏蔽复合材料已批量出货</td>
|
||
<td>屏蔽业务尚处起步阶段，收入占比较小，市场认知度不足</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 3: Multi-Source Data -->
|
||
<section class="mb-20" x-data="{ tab: 'ai-server' }">
|
||
<h2 class="section-title">多源数据交叉验证</h2>
|
||
<div class="fui-card p-2">
|
||
<div class="tabs justify-center">
|
||
<a class="daisy-tab daisy-tab-lg" :class="{ 'daisy-tab-active': tab === 'ai-server' }" @click="tab = 'ai-server'">AI服务器 & 数据中心</a>
|
||
<a class="daisy-tab daisy-tab-lg" :class="{ 'daisy-tab-active': tab === 'ai-terminal' }" @click="tab = 'ai-terminal'">AI终端 & 消费电子</a>
|
||
<a class="daisy-tab daisy-tab-lg" :class="{ 'daisy-tab-active': tab === 'emerging-apps' }" @click="tab = 'emerging-apps'">新兴应用 (汽车/机器人等)</a>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 text-slate-300 space-y-4">
|
||
<div x-show="tab === 'ai-server'">
|
||
<div class="fui-card p-6">
|
||
<h4 class="fui-title text-xl mb-3">AI服务器：GB200驱动铜缆屏蔽需求</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>行业趋势：</strong>英伟达GB200采用铜缆连接，其高功率对内部铜缆产生强烈电磁干扰。铜箔因延展率和屏蔽效果更优，正快速替代铝箔。</li>
|
||
<li><strong>方邦股份：</strong>通过NV铜缆供应商技术指标测试，将开始供应磁控溅射方案至旗下线材厂，替代原东丽铝箔方案。产品已送样下游线缆厂，对接安费诺-英伟达。</li>
|
||
<li><strong>飞荣达：</strong>已通过英伟达供应商资格认证，但尚未批量交货。公司提供包括金属屏蔽器件在内的综合解决方案。</li>
|
||
<li><strong>德邦科技：</strong>导热材料和EMI电磁屏蔽材料可用于光模块中，已为多家光模块企业供货。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'ai-terminal'">
|
||
<div class="fui-card p-6">
|
||
<h4 class="fui-title text-xl mb-3">AI终端：功能集成与价值量提升</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>华为(Mate 70/P80):</strong>
|
||
<ul class="list-['-_'] list-inside ml-4">
|
||
<li>产业链显示，电磁屏蔽膜将<strong class="text-white">兼具散热功能</strong>，使用面积增加，单机价值量提升<strong class="text-white">30%-50%</strong>。</li>
|
||
<li><strong>飞荣达</strong>在互动平台表示，有向Mate 70提供相关散热及电磁屏蔽类产品。</li>
|
||
<li><strong>方邦股份</strong>独家配合华为AI手机新一代电磁屏蔽膜的研发与量产。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>苹果供应链:</strong>
|
||
<ul class="list-['-_'] list-inside ml-4">
|
||
<li><strong>方邦股份</strong>已通过鹏鼎、东山精密多次送样，测试结果良好。若公司财务数据改善，最快2025年有机会导入。苹果单机价值量在2-3元，若进入，收入有望翻倍。</li>
|
||
<li><strong>世华科技</strong>作为苹果电子复合材料供应商，受益于AI手机升级带来的散热/屏蔽需求增加。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>小米(小米17):</strong> <strong>长盈精密</strong>在互动平台表示，为该系列手机提供屏蔽件产品。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'emerging-apps'">
|
||
<div class="fui-card p-6">
|
||
<h4 class="fui-title text-xl mb-3">新兴应用：汽车、机器人及其他前沿领域</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>汽车电子：</strong>成为电磁屏蔽膜市场新增长极。FPC在车载领域用量提升，驱动上游材料需求扩张。<strong>隆扬电子</strong>表示，公司相关材料可用于新能源车中控和雷达等，已有少量交货。</li>
|
||
<li><strong>机器人：</strong>
|
||
<ul class="list-['-_'] list-inside ml-4">
|
||
<li><strong>天奈科技</strong>已开始批量供应电磁屏蔽复合材料用于机器人。</li>
|
||
<li><strong>飞荣达</strong>的电磁屏蔽技术被应用于机器人一体化关节中，与北美T客户合作，单机供应价值用量达到2-3千元。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>高压电缆：</strong><strong>联科科技</strong>“高压电缆屏蔽料用导电炭黑”产品通过技术鉴定，一期5万吨项目已于2024年6月投产。</li>
|
||
<li><strong>核聚变(ITER项目)：</strong>全球最大“人造太阳”首批包层屏蔽模块已发运，相关公司参股承担了屏蔽包层等设备的制造。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 4: Market Size -->
|
||
<section class="mb-20">
|
||
<h2 class="section-title">市场规模与增长预测</h2>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div class="fui-card p-6">
|
||
<div id="market-size-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
<div class="fui-card p-6">
|
||
<div id="film-market-chart" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section 5: Associated Stocks -->
|
||
<section>
|
||
<h2 class="section-title">关联个股与涨幅分析</h2>
|
||
<div class="fui-card p-6 overflow-x-auto mb-12">
|
||
<h4 class="fui-title text-2xl mb-4 text-center">概念相关个股</h4>
|
||
<table class="styled-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>沃特股份</td><td><a href="https://valuefrontier.cn/company?scode=002886" target="_blank">002886</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>康达新材</td><td><a href="https://valuefrontier.cn/company?scode=002669" target="_blank">002669</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>隆扬电子</td><td><a href="https://valuefrontier.cn/company?scode=301389" target="_blank">301389</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>万方发展</td><td>-</td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>鸿富瀚</td><td><a href="https://valuefrontier.cn/company?scode=301086" target="_blank">301086</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>惠同新材</td><td><a href="https://valuefrontier.cn/company?scode=920751" target="_blank">920751</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>阿为特</td><td><a href="https://valuefrontier.cn/company?scode=920693" target="_blank">920693</a></td><td>材料</td><td>标红个股</td></tr>
|
||
<tr><td>阿莱德</td><td><a href="https://valuefrontier.cn/company?scode=301419" target="_blank">301419</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>科力远</td><td><a href="https://valuefrontier.cn/company?scode=600478" target="_blank">600478</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>博威合金</td><td><a href="https://valuefrontier.cn/company?scode=601137" target="_blank">601137</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>宝泰隆</td><td><a href="https://valuefrontier.cn/company?scode=601011" target="_blank">601011</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>斯瑞新材</td><td><a href="https://valuefrontier.cn/company?scode=688102" target="_blank">688102</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>中石科技</td><td><a href="https://valuefrontier.cn/company?scode=300684" target="_blank">300684</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>天奈科技</td><td><a href="https://valuefrontier.cn/company?scode=688116" target="_blank">688116</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>宏和科技</td><td><a href="https://valuefrontier.cn/company?scode=603256" target="_blank">603256</a></td><td>材料</td><td>-</td></tr>
|
||
<tr><td>正业科技</td><td><a href="https://valuefrontier.cn/company?scode=300410" target="_blank">300410</a></td><td>电磁屏蔽膜</td><td>标红个股</td></tr>
|
||
<tr><td>方邦股份</td><td><a href="https://valuefrontier.cn/company?scode=688020" target="_blank">688020</a></td><td>电磁屏蔽膜</td><td>标红个股</td></tr>
|
||
<tr><td>回天新材</td><td><a href="https://valuefrontier.cn/company?scode=300041" target="_blank">300041</a></td><td>电磁屏蔽膜</td><td>-</td></tr>
|
||
<tr><td>万顺新材</td><td><a href="https://valuefrontier.cn/company?scode=300057" target="_blank">300057</a></td><td>电磁屏蔽膜</td><td>-</td></tr>
|
||
<tr><td>航天智造</td><td><a href="https://valuefrontier.cn/company?scode=300446" target="_blank">300446</a></td><td>电磁屏蔽膜</td><td>-</td></tr>
|
||
<tr><td>飞荣达</td><td><a href="https://valuefrontier.cn/company?scode=300602" target="_blank">300602</a></td><td>解决方案</td><td>标红个股</td></tr>
|
||
<tr><td>汇创达</td><td><a href="https://valuefrontier.cn/company?scode=300909" target="_blank">300909</a></td><td>解决方案</td><td>-</td></tr>
|
||
<tr><td>光大同创</td><td><a href="https://valuefrontier.cn/company?scode=301387" target="_blank">301387</a></td><td>解决方案</td><td>-</td></tr>
|
||
<tr><td>捷邦科技</td><td><a href="https://valuefrontier.cn/company?scode=301326" target="_blank">301326</a></td><td>解决方案</td><td>-</td></tr>
|
||
<tr><td>锦富技术</td><td><a href="https://valuefrontier.cn/company?scode=300128" target="_blank">300128</a></td><td>解决方案</td><td>-</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="space-y-8">
|
||
<h4 class="fui-title text-2xl mb-4 text-center">近期异动个股分析</h4>
|
||
<div class="fui-card p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h5 class="text-xl font-bold text-white">联创光电 (600363)</h5>
|
||
<div class="badge badge-success badge-outline">上涨 6.16% (2025-09-08)</div>
|
||
</div>
|
||
<div class="text-sm text-slate-300">核心驱动因素是其在商业航天领域的战略落地，拟设立子公司专注电磁发射技术。其电磁弹射技术完成首阶段试验，被视为解决深空经济发射瓶颈的关键，市场预期广阔。叠加年底“星火一号”超50亿订单招标预期、机构密集调研等短期催化，市场对其未来业绩和估值抱有双重期待。</div>
|
||
</div>
|
||
<div class="fui-card p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h5 class="text-xl font-bold text-white">湘电股份 (600416)</h5>
|
||
<div class="badge badge-success badge-outline">上涨 10.01% (2025-09-26)</div>
|
||
</div>
|
||
<div class="text-sm text-slate-300">涨停直接映射了“福建舰电磁弹射系统正式定型”的军工订单落地事件。官方宣布多型号舰载机完成电磁弹射，标志着公司作为国内唯一的舰船特种发射系统供应商，将进入批量交付阶段。公司公告“特种发射系统已批量订货”，军工订单同比+200%，收入拐点确认，基本面资金主导买入。</div>
|
||
</div>
|
||
<div class="fui-card p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h5 class="text-xl font-bold text-white">中光防雷 (300414)</h5>
|
||
<div class="badge badge-success badge-outline">上涨 20.0% (2025-06-30)</div>
|
||
</div>
|
||
<div class="text-sm text-slate-300">上涨是军工电磁防护赛道政策催化、公司订单预期和机构估值重估的共振结果。公司具备核心军工资质，在8.7亿元无人机雷电/EMP防护装置招标中是唯一达标上市公司，且产品已批量配套新型雷达、通信对抗及低空无人机指挥系统，业绩高增长预期强烈。</div>
|
||
</div>
|
||
<div class="fui-card p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h5 class="text-xl font-bold text-white">中航沈飞 (600760)</h5>
|
||
<div class="badge badge-success badge-outline">上涨 10.0% (2025-09-30)</div>
|
||
</div>
|
||
<div class="text-sm text-slate-300">涨停系官方确认076型两栖攻击舰采用电磁弹射且可搭载固定翼舰载机，直接触发了市场对歼-35舰载机进入放量期的预期。作为歼-35唯一总装单位，公司直接受益于“舰机同步列装”带来的巨大增量空间，叠加军贸出口潜力，资金确认“政策+订单”双拐点而抢筹。</div>
|
||
</div>
|
||
<div class="fui-card p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h5 class="text-xl font-bold text-white">海陆重工 (002255)</h5>
|
||
<div class="badge badge-success badge-outline">上涨 10.06% (2025-10-09)</div>
|
||
</div>
|
||
<div class="text-sm text-slate-300">上涨受“EAST人造太阳刷新世界纪录”与“国资委成立可控核聚变创新联合体”双重催化。公司具备核一级压力容器制造资质，并已小批量交付ITER屏蔽块实验件，直接受益于后续CFETR项目的批量订单预期。行业进入订单落地期，公司稀缺性突出，机构抢筹明显。</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
||
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|
||
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|
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|
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|
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|
||
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|
||
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|
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|
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|
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|
||
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|
||
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|
||
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|
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|
||
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|
||
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|
||
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|
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|
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|
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|
||
text: '电磁屏蔽材料市场规模',
|
||
subtext: '数据来源: 研报',
|
||
left: 'center',
|
||
textStyle: { color: '#fff', fontFamily: 'Space Grotesk' },
|
||
subtextStyle: { color: '#aaa' }
|
||
},
|
||
legend: { ...commonChartOption.legend, top: '12%' },
|
||
tooltip: { ...commonChartOption.tooltip, formatter: '{b}<br/>{a0}: {c0} 亿美元<br/>{a1}: 预计年增速 {c1}%' },
|
||
xAxis: { ...commonChartOption.xAxis, type: 'category', data: ['全球市场', '中国市场'] },
|
||
yAxis: [{ ...commonChartOption.yAxis, type: 'value', name: '市场规模 (亿美元)' }, { ...commonChartOption.yAxis, type: 'value', name: '增速 (%)' }],
|
||
series: [{
|
||
name: '2023年市场规模',
|
||
type: 'bar',
|
||
data: [92.5, null],
|
||
itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{offset: 0, color: '#0ea5e9'},{offset: 1, color: '#4f46e5'}])}
|
||
}, {
|
||
name: '预计未来年增速',
|
||
type: 'line',
|
||
yAxisIndex: 1,
|
||
data: [10, 9.2], // Using 9.2% from China market 2023 growth as a proxy
|
||
itemStyle: { color: '#34d399' }
|
||
}]
|
||
};
|
||
marketSizeChart.setOption(marketSizeOption);
|
||
|
||
// EMI Film Market Chart
|
||
var filmMarketChart = echarts.init(document.getElementById('film-market-chart'));
|
||
var filmMarketOption = {
|
||
...commonChartOption,
|
||
title: {
|
||
text: '中国电磁屏蔽膜市场规模',
|
||
subtext: '数据来源: 研报',
|
||
left: 'center',
|
||
textStyle: { color: '#fff', fontFamily: 'Space Grotesk' },
|
||
subtextStyle: { color: '#aaa' }
|
||
},
|
||
tooltip: { ...commonChartOption.tooltip, valueFormatter: (value) => value + ' 亿人民币' },
|
||
xAxis: { ...commonChartOption.xAxis, type: 'category', data: ['2018', '2023'] },
|
||
yAxis: { ...commonChartOption.yAxis, type: 'value', name: '规模 (亿人民币)' },
|
||
series: [{
|
||
name: '市场规模',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: [1.87, 25.99],
|
||
itemStyle: { color: '#60a5fa' },
|
||
areaStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{offset: 0, color: 'rgba(96, 165, 250, 0.5)'},{offset: 1, color: 'rgba(96, 165, 250, 0)'}])},
|
||
markPoint: {
|
||
data: [
|
||
{type: 'max', name: '最大值'},
|
||
{type: 'min', name: '最小值'}
|
||
]
|
||
},
|
||
markLine: {
|
||
data: [{
|
||
name: '年复合增长率: 69.29%',
|
||
label: {
|
||
position: 'middle',
|
||
formatter: 'CAGR: 69.29%'
|
||
},
|
||
lineStyle: {
|
||
type: 'dashed',
|
||
color: '#34d399'
|
||
},
|
||
xAxis: '2023'
|
||
}]
|
||
}
|
||
}]
|
||
};
|
||
filmMarketChart.setOption(filmMarketOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
marketSizeChart.resize();
|
||
filmMarketChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |