1044 lines
52 KiB
HTML
1044 lines
52 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>华为三折叠屏技术分析报告</title>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<!-- Google Fonts -->
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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0% {
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10% {
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position: sticky;
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</style>
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</head>
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<body>
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<div class="particle-container" id="particles"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">
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<span class="highlight-text">华为三折叠屏技术</span>分析报告
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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深度解析华为三折叠屏技术发展历程、核心驱动力、产业链布局及投资机会
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</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="tech-badge"><i class="fas fa-mobile-alt mr-2"></i>折叠屏技术</span>
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<span class="tech-badge"><i class="fas fa-microchip mr-2"></i>铰链系统</span>
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<span class="tech-badge"><i class="fas fa-tv mr-2"></i>UTG玻璃</span>
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<span class="tech-badge"><i class="fas fa-battery-full mr-2"></i>硅负极电池</span>
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</div>
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</div>
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<!-- 时间轴部分 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-history mr-3"></i>发展时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<h3 class="text-lg font-semibold mb-2">2019-2023：双折叠形态迭代</h3>
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<p class="text-slate-300">华为陆续发布Mate X/Xs/X2/X3/X5，完成双折叠形态迭代，市占率由37.4%升至50.79%（2024H1）。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="text-lg font-semibold mb-2">2024-09-10：全球首款量产三折叠屏手机</h3>
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<p class="text-slate-300">Mate XT非凡大师发布，<span class="text-yellow-400 font-bold">10.2英寸展开、3.6mm厚</span>，售价19999元起。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="text-lg font-semibold mb-2">2024-09-20：市场热销</h3>
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<p class="text-slate-300">正式开售，首批备货80万部，<span class="text-green-400 font-bold">24小时预约量破200万</span>，华强北现货加价3000-4000元。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="text-lg font-semibold mb-2">2024-10：出货量预测上调</h3>
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<p class="text-slate-300">郭明錤将2024年出货量预测由50万部<span class="text-purple-400 font-bold">上调至100万部</span>；余承东称"已准备100万+产能"。</p>
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</div>
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<div class="timeline-dot">
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<h3 class="text-lg font-semibold mb-2">2024-11：生命周期预期翻倍</h3>
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<p class="text-slate-300">产业链反馈生命周期出货预期<span class="text-pink-400 font-bold">再翻倍至100万部</span>（2024年40万、2025年60万）。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-cyan-400">阶段判断</h3>
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<p class="text-slate-300">华为三折叠屏已完成"0→1"技术验证，正进入"1→N"的<span class="text-yellow-400 font-bold">高端渗透+供应链放量</span>阶段。</p>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-cyan-400">核心驱动力</h3>
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<ul class="text-slate-300 space-y-2">
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<li>• 铰链/UTG/硅负极电池三大技术突破</li>
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<li>• 华为品牌溢价+鸿蒙生态锁定高端用户</li>
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<li>• 国产供应链良率提升带来成本曲线陡峭下降</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-cyan-400">未来潜力</h3>
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<p class="text-slate-300">2025年全球折叠屏有望达<span class="text-green-400 font-bold">3800万部（CAGR≈50%）</span>，三折叠占比或超10%，华为凭技术代差维持<span class="text-green-400 font-bold">40%+市占率</span>。</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-rocket mr-3"></i>核心驱动力
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">技术突破</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-blue-300">铰链</h4>
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<p class="text-slate-300">双铰链成本<span class="text-yellow-400 font-bold">1700元/部</span>（传统单铰链<400元），东睦股份+精研科技实现钛合金MIM量产，良率由70%提升至90%。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-blue-300">屏幕</h4>
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<p class="text-slate-300">京东方/维信诺供应UTG柔性屏，厚度30μm，单价<span class="text-yellow-400 font-bold">1600元/部</span>；凯盛科技二次成型UTG已切入华为链。</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-blue-300">电池</h4>
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<p class="text-slate-300">新能达超薄硅负极电池（1.9mm厚，5600mAh），成本<span class="text-yellow-400 font-bold">110元/部</span>，能量密度较传统方案+20%。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-400">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-green-300">市场热度</h4>
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<ul class="text-slate-300 space-y-1">
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<li>• 新闻热度：9月发布后百度指数<span class="text-yellow-400 font-bold">7日环比+1200%</span></li>
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<li>• 微博话题阅读量<span class="text-yellow-400 font-bold">5亿+</span></li>
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<li>• 9-10月共<span class="text-yellow-400 font-bold">12篇</span>折叠屏深度报告</li>
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</ul>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-green-300">预期差分析</h4>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-2">市场预期</th>
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<th class="text-left py-2">路演验证</th>
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<th class="text-left py-2">差异</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-slate-700">
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<td class="py-2">2024年三折叠出货50万部</td>
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<td class="py-2">产业链上调至<span class="text-green-400">100万部</span></td>
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<td class="py-2 text-green-400 font-bold">+100%</td>
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</tr>
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<tr>
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<td class="py-2">UTG完全依赖肖特/康宁</td>
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<td class="py-2">凯盛科技<span class="text-green-400">30μm UTG已量产</span></td>
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<td class="py-2 text-green-400 font-bold">国产替代超预期</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>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">
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<i class="fas fa-bolt mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-amber-400">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-amber-500/20 p-2 rounded-full mr-3 mt-1">
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||
<i class="fas fa-calendar-day text-amber-400"></i>
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||
</div>
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||
<div>
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<h4 class="font-semibold">2024Q4：华为Mate X6发布</h4>
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<p class="text-slate-300 text-sm">或推出<span class="text-yellow-400 font-bold">横向+竖向三折叠双版本</span>，验证多形态能力。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-amber-500/20 p-2 rounded-full mr-3 mt-1">
|
||
<i class="fas fa-calendar-day text-amber-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">2024Q4-2025Q1：荣耀/小米三折叠工程机曝光</h4>
|
||
<p class="text-slate-300 text-sm"><span class="text-yellow-400 font-bold">供应链订单外溢</span>至东睦/精研科技。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-amber-500/20 p-2 rounded-full mr-3 mt-1">
|
||
<i class="fas fa-calendar-day text-amber-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">2025CES：华为展示三折叠+鸿蒙PC模式</h4>
|
||
<p class="text-slate-300 text-sm">推动软件生态标准化。</p>
|
||
</div>
|
||
</div>
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||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-emerald-400">长期路径（2025-2027）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
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||
<div class="bg-emerald-500/20 p-2 rounded-full mr-3 mt-1">
|
||
<i class="fas fa-chart-line text-emerald-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">技术降本</h4>
|
||
<p class="text-slate-300 text-sm">UTG国产化率由30%→70%，铰链成本下降40%，推动三折叠进入<span class="text-green-400 font-bold">6000元主流价位</span>。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-emerald-500/20 p-2 rounded-full mr-3 mt-1">
|
||
<i class="fas fa-laptop text-emerald-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold">场景扩展</h4>
|
||
<p class="text-slate-300 text-sm">三折叠+鸿蒙NEXT实现<span class="text-green-400 font-bold">"手机-平板-PC"三合一</span>，目标2027年全球销量<span class="text-green-400 font-bold">1000万部</span>。</p>
|
||
</div>
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</div>
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||
<div class="flex items-start">
|
||
<div class="bg-emerald-500/20 p-2 rounded-full mr-3 mt-1">
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<i class="fas fa-industry text-emerald-400"></i>
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</div>
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<div>
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<h4 class="font-semibold">供应链重构</h4>
|
||
<p class="text-slate-300 text-sm">国内厂商（东睦/精研/凯盛）份额由40%→70%，替代安费诺/肖特。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">
|
||
<i class="fas fa-network-wired mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">产业链图谱</h3>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="text-center">
|
||
<div class="bg-blue-500/20 p-3 rounded-lg mb-2">
|
||
<i class="fas fa-cube text-blue-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">上游材料</h4>
|
||
<p class="text-sm text-slate-300">UTG玻璃：凯盛科技、长信科技</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-purple-500/20 p-3 rounded-lg mb-2">
|
||
<i class="fas fa-cogs text-purple-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">中游组件</h4>
|
||
<p class="text-sm text-slate-300">铰链MIM：东睦股份、精研科技、统联精密</p>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="bg-green-500/20 p-3 rounded-lg mb-2">
|
||
<i class="fas fa-mobile-alt text-green-400 text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">下游品牌/渠道</h4>
|
||
<p class="text-sm text-slate-300">华为（41.7%市占）、荣耀（18.7%）、小米（4.1%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead class="table-header">
|
||
<tr>
|
||
<th class="text-left py-3 px-4">公司</th>
|
||
<th class="text-left py-3 px-4">业务占比</th>
|
||
<th class="text-left py-3 px-4">技术壁垒</th>
|
||
<th class="text-left py-3 px-4">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东睦股份</td>
|
||
<td class="py-3 px-4">华为铰链份额<span class="text-yellow-400 font-bold">30%</span>（2024E收入弹性+50%）</td>
|
||
<td class="py-3 px-4">液态金属MIM专利+华为参股</td>
|
||
<td class="py-3 px-4">荣耀/小米订单分流</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">凯盛科技</td>
|
||
<td class="py-3 px-4">UTG国产替代龙头（华为40%份额）</td>
|
||
<td class="py-3 px-4">30μm UTG量产+中建材背景</td>
|
||
<td class="py-3 px-4">肖特降价竞争</td>
|
||
</tr>
|
||
<tr class="table-row">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">精研科技</td>
|
||
<td class="py-3 px-4">小米/荣耀铰链二供（2024E收入+80%）</td>
|
||
<td class="py-3 px-4">钛合金3D打印工艺</td>
|
||
<td class="py-3 px-4">良率爬坡不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-400">技术风险</h3>
|
||
<p class="text-slate-300">三折叠铰链需通过<span class="text-red-400 font-bold">100万次折叠测试</span>（当前仅45万次），液态金属疲劳寿命待验证。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-400">商业化风险</h3>
|
||
<p class="text-slate-300">2024年三折叠均价<span class="text-red-400 font-bold">>15000元</span>，若2025年未降至<span class="text-red-400 font-bold">8000元以下</span>，渗透率或低于预期（当前仅1.4%）。</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-400">竞争风险</h3>
|
||
<p class="text-slate-300">三星2025年或推出<span class="text-red-400 font-bold">卷轴屏</span>替代方案，苹果2026年折叠iPad可能分流高端需求。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-400">信息矛盾</h3>
|
||
<p class="text-slate-300">郭明錤预测2024年出货100万部，但部分渠道反馈"<span class="text-red-400 font-bold">转化率仅5%</span>"（200万预约→10万实际），需跟踪<span class="text-red-400 font-bold">Q4真实销量</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">
|
||
<i class="fas fa-chart-pie mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-green-400">阶段判断</h3>
|
||
<p class="text-slate-300">三折叠屏已从<span class="text-yellow-400 font-bold">主题炒作</span>（2023年概念期）进入<span class="text-green-400 font-bold">基本面驱动</span>（2024年订单落地）。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-green-400">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-green-500/20 to-emerald-500/20 p-4 rounded-lg border border-green-500/30">
|
||
<h4 class="font-semibold mb-2 text-green-400">弹性最大</h4>
|
||
<p class="text-slate-300"><span class="text-green-400 font-bold">凯盛科技</span>（UTG国产化0→1，2025年收入弹性+20%）</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-blue-500/20 to-cyan-500/20 p-4 rounded-lg border border-blue-500/30">
|
||
<h4 class="font-semibold mb-2 text-blue-400">稳健龙头</h4>
|
||
<p class="text-slate-300"><span class="text-blue-400 font-bold">东睦股份</span>（华为铰链主供，2024年利润占比>50%）</p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-purple-500/20 to-pink-500/20 p-4 rounded-lg border border-purple-500/30">
|
||
<h4 class="font-semibold mb-2 text-purple-400">预期差标的</h4>
|
||
<p class="text-slate-300"><span class="text-purple-400 font-bold">精研科技</span>（小米三折叠潜在主供，估值未充分反映）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-green-400">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="flex items-center bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="bg-blue-500/20 p-2 rounded-full mr-3">
|
||
<i class="fas fa-chart-bar text-blue-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-sm">月度销量</h4>
|
||
<p class="text-xs text-slate-300">华为Mate XT激活量（目标2024年40万部）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="bg-green-500/20 p-2 rounded-full mr-3">
|
||
<i class="fas fa-money-bill-wave text-green-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-sm">成本曲线</h4>
|
||
<p class="text-xs text-slate-300">UTG单价是否跌破<span class="text-green-400 font-bold">200元</span>（当前480元）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="bg-purple-500/20 p-2 rounded-full mr-3">
|
||
<i class="fas fa-broadcast-tower text-purple-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-sm">竞争动态</h4>
|
||
<p class="text-xs text-slate-300">荣耀/小米三折叠发布时间（预计2025Q1）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="section-card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">
|
||
<i class="fas fa-table mr-3"></i>关联股票分析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">华为三折叠屏（20240907）</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead class="table-header">
|
||
<tr>
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">项目/行业</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">精研科技</td>
|
||
<td class="py-3 px-4">金属铰链</td>
|
||
<td class="py-3 px-4">供应商</td>
|
||
<td class="py-3 px-4">华为三折叠屏手机金属铰链供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东睦股份</td>
|
||
<td class="py-3 px-4">金属铰链</td>
|
||
<td class="py-3 px-4">上游材料</td>
|
||
<td class="py-3 px-4">提供金属铰链相关精密零件</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">科森科技</td>
|
||
<td class="py-3 px-4">金属铰链</td>
|
||
<td class="py-3 px-4">结构件</td>
|
||
<td class="py-3 px-4">金属铰链核心供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">宜安科技</td>
|
||
<td class="py-3 px-4">金属铰链</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4">提供液态金属铰链材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">长盈精密</td>
|
||
<td class="py-3 px-4">金属铰链</td>
|
||
<td class="py-3 px-4">组件制造</td>
|
||
<td class="py-3 px-4">金属铰链模组供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">凯盛科技</td>
|
||
<td class="py-3 px-4">UTG柔性玻璃</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">UTG超薄柔性玻璃供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">长信科技</td>
|
||
<td class="py-3 px-4">UTG柔性玻璃</td>
|
||
<td class="py-3 px-4">面板加工</td>
|
||
<td class="py-3 px-4">UTG玻璃减薄及处理技术</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沃格光电</td>
|
||
<td class="py-3 px-4">UTG柔性玻璃</td>
|
||
<td class="py-3 px-4">光学器件</td>
|
||
<td class="py-3 px-4">UTG玻璃镀膜及切割工艺</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">京东方A</td>
|
||
<td class="py-3 px-4">显示屏</td>
|
||
<td class="py-3 px-4">核心器件</td>
|
||
<td class="py-3 px-4">折叠屏OLED显示屏主供</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">维信诺</td>
|
||
<td class="py-3 px-4">显示屏</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">折叠屏显示模组供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">联得装备</td>
|
||
<td class="py-3 px-4">显示屏</td>
|
||
<td class="py-3 px-4">生产设备</td>
|
||
<td class="py-3 px-4">显示模组自动化设备供应</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鹏鼎控股</td>
|
||
<td class="py-3 px-4">FPC柔性电路板</td>
|
||
<td class="py-3 px-4">PCB制造</td>
|
||
<td class="py-3 px-4">折叠屏FPC柔性电路板供应</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东山精密</td>
|
||
<td class="py-3 px-4">FPC柔性电路板</td>
|
||
<td class="py-3 px-4">电路组件</td>
|
||
<td class="py-3 px-4">FPC柔性电路板生产</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">崇达技术</td>
|
||
<td class="py-3 px-4">FPC柔性电路板</td>
|
||
<td class="py-3 px-4">PCB加工</td>
|
||
<td class="py-3 px-4">FPC电路板生产制造</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">大富科技</td>
|
||
<td class="py-3 px-4">结构件</td>
|
||
<td class="py-3 px-4">金属加工</td>
|
||
<td class="py-3 px-4">手机结构件精密制造</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">和胜股份</td>
|
||
<td class="py-3 px-4">结构件</td>
|
||
<td class="py-3 px-4">材料成型</td>
|
||
<td class="py-3 px-4">铝合金结构件供应商</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">福蓉科技</td>
|
||
<td class="py-3 px-4">结构件</td>
|
||
<td class="py-3 px-4">金属加工</td>
|
||
<td class="py-3 px-4">手机结构件铝合金材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">智动力</td>
|
||
<td class="py-3 px-4">结构件</td>
|
||
<td class="py-3 px-4">组件制造</td>
|
||
<td class="py-3 px-4">结构件及散热组件供应</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">斯迪克</td>
|
||
<td class="py-3 px-4">OCA光学胶膜</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机光学胶膜材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">日久光电</td>
|
||
<td class="py-3 px-4">OCA光学胶膜</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机光学胶膜材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">韦尔股份</td>
|
||
<td class="py-3 px-4">影像传感器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机摄像头传感器</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">可川科技</td>
|
||
<td class="py-3 px-4">影像传感器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机摄像头传感器</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">软通动力</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">法本信息</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">网大软件</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">南威软件</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东方中科</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">梦网科技</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">艾融软件</td>
|
||
<td class="py-3 px-4">纯血鸿蒙</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">参与鸿蒙系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">科蓝软件</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华峰超纤</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">蜂助手</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">恒宝股份</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">智度股份</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">天龙集团</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华扬联众</td>
|
||
<td class="py-3 px-4">华为支付(鸿蒙税)</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及华为支付系统开发</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鼎龙科技</td>
|
||
<td class="py-3 px-4">PBO纤维</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机柔性材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">建新股份</td>
|
||
<td class="py-3 px-4">PBO纤维</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机柔性材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">南京聚隆</td>
|
||
<td class="py-3 px-4">PBO纤维</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机柔性材料</td>
|
||
</tr>
|
||
<tr class="table-row">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金石亚药</td>
|
||
<td class="py-3 px-4">PBO纤维</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">涉及折叠屏手机柔性材料</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">折叠屏(240902)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead class="table-header">
|
||
<tr>
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">长信科技</td>
|
||
<td class="py-3 px-4">UTG（超薄柔性玻璃）</td>
|
||
<td class="py-3 px-4">盖板玻璃</td>
|
||
<td class="py-3 px-4">原材料供应</td>
|
||
<td class="py-3 px-4">公司在UTG领域技术储备充分，OPPO Find N3 Flip使用的UTG产品为东信光电独供</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">凯盛科技</td>
|
||
<td class="py-3 px-4">30微米超薄柔性玻璃（UTG）</td>
|
||
<td class="py-3 px-4">盖板玻璃</td>
|
||
<td class="py-3 px-4">产业链覆盖</td>
|
||
<td class="py-3 px-4">自主研发的30微米超薄柔性玻璃是国内唯一覆盖"高强玻璃—极薄薄化—高精度后加工"的全国产化超薄柔性玻璃产业链</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">蓝思科技</td>
|
||
<td class="py-3 px-4">外观防护3D玻璃、UTG玻璃、CPI薄膜及金属组件</td>
|
||
<td class="py-3 px-4">盖板玻璃</td>
|
||
<td class="py-3 px-4">组件供应</td>
|
||
<td class="py-3 px-4">公司提供包括不限于外观防护3D玻璃、UTG玻璃、CPI薄膜以及金属组件等</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">国风新材</td>
|
||
<td class="py-3 px-4">透明聚酰亚胺薄膜</td>
|
||
<td class="py-3 px-4">CPI（透明聚酰亚胺）</td>
|
||
<td class="py-3 px-4">研发阶段</td>
|
||
<td class="py-3 px-4">应用于手机可折叠屏幕的透明聚酰亚胺薄膜产品尚处于研发阶段</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">沃格光电</td>
|
||
<td class="py-3 px-4">玻璃金属化、CPI/PI膜材金属化</td>
|
||
<td class="py-3 px-4">CPI（透明聚酰亚胺）</td>
|
||
<td class="py-3 px-4">技术应用</td>
|
||
<td class="py-3 px-4">玻璃金属化、CPI/PI膜材金属化以及膜材在能源领域的应用是公司重要发展方向</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">瑞华泰</td>
|
||
<td class="py-3 px-4">CPI薄膜</td>
|
||
<td class="py-3 px-4">CPI（透明聚酰亚胺）</td>
|
||
<td class="py-3 px-4">专利授权</td>
|
||
<td class="py-3 px-4">与W公司合作研发可用于折叠屏手机盖板的CPI薄膜目前已完成项目结题并获发明专利授权</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">星星科技</td>
|
||
<td class="py-3 px-4">CPI盖板</td>
|
||
<td class="py-3 px-4">CPI（透明聚酰亚胺）</td>
|
||
<td class="py-3 px-4">子公司供应</td>
|
||
<td class="py-3 px-4">子公司星星触控可提供折叠屏手机的CPI盖板</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">宜安科技</td>
|
||
<td class="py-3 px-4">液态金属铰链结构件</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">批量应用</td>
|
||
<td class="py-3 px-4">网传公司液态金属产品已在折叠手机铰链等产品上得到批量应用，已为国内多家知名手机终端提供多款液态金属铰链结构件</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">东睦股份</td>
|
||
<td class="py-3 px-4">液态金属业务</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">业务布局</td>
|
||
<td class="py-3 px-4">上海富驰子公司上海驰声拥有液态金属业务</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">芙蓉科技</td>
|
||
<td class="py-3 px-4">铝合金材料</td>
|
||
<td class="py-3 px-4">合金材料</td>
|
||
<td class="py-3 px-4">加工应用</td>
|
||
<td class="py-3 px-4">深耕铝合金材料，生产的消费电子产品铝制结构件材料经加工后可应用在AI眼镜上</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">精研科技</td>
|
||
<td class="py-3 px-4">MIM结构件</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">组件供应</td>
|
||
<td class="py-3 px-4">MIM结构件涉及折叠屏铰链相关产品</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">领益智造</td>
|
||
<td class="py-3 px-4">CNC工艺</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">工艺应用</td>
|
||
<td class="py-3 px-4">CNC工艺应用于折叠屏铰链部件制造</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">长盈精密</td>
|
||
<td class="py-3 px-4">CNC工艺</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">工艺应用</td>
|
||
<td class="py-3 px-4">CNC工艺应用于折叠屏铰链部件制造</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">爱司凯</td>
|
||
<td class="py-3 px-4">3D打印钛合金轴盖</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">技术应用</td>
|
||
<td class="py-3 px-4">荣耀Magic V2轴盖部分首次采用钛合金3D打印工艺，钛合金轴盖材料成本30元左右，加工成本在200元-300元之间，公司致力于将3D打印技术应用范围扩大至3D金属打印业务</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">大富科技</td>
|
||
<td class="py-3 px-4">转轴</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">组件供应</td>
|
||
<td class="py-3 px-4">转轴技术应用于折叠屏铰链</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">科森科技</td>
|
||
<td class="py-3 px-4">转轴</td>
|
||
<td class="py-3 px-4">铰链</td>
|
||
<td class="py-3 px-4">组件供应</td>
|
||
<td class="py-3 px-4">转轴技术应用于折叠屏铰链</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">京东方</td>
|
||
<td class="py-3 px-4">柔性AMOLED</td>
|
||
<td class="py-3 px-4">显示屏幕</td>
|
||
<td class="py-3 px-4">面板供应</td>
|
||
<td class="py-3 px-4">柔性AMOLED技术应用于折叠屏显示</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">维信诺</td>
|
||
<td class="py-3 px-4">柔性AMOLED</td>
|
||
<td class="py-3 px-4">显示屏幕</td>
|
||
<td class="py-3 px-4">面板供应</td>
|
||
<td class="py-3 px-4">柔性AMOLED技术应用于折叠屏显示</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">深天马</td>
|
||
<td class="py-3 px-4">柔性AMOLED</td>
|
||
<td class="py-3 px-4">显示屏幕</td>
|
||
<td class="py-3 px-4">面板供应</td>
|
||
<td class="py-3 px-4">柔性AMOLED技术应用于折叠屏显示</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">日久光电</td>
|
||
<td class="py-3 px-4">2A/3A光学膜</td>
|
||
<td class="py-3 px-4">3A光学膜</td>
|
||
<td class="py-3 px-4">膜材供应</td>
|
||
<td class="py-3 px-4">2A/3A光学膜产品可广泛用于折叠屏手机、曲面手机等领域，客户包括华为、小米等品牌</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">斯迪克</td>
|
||
<td class="py-3 px-4">耐弯折OCA光学胶</td>
|
||
<td class="py-3 px-4">OCA光学胶</td>
|
||
<td class="py-3 px-4">胶材供应</td>
|
||
<td class="py-3 px-4">耐弯折OCA光学胶、光学显示用双面胶等产品已稳定在国内外部分主流折叠终端量产</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">和胜股份</td>
|
||
<td class="py-3 px-4">高强度中框材料</td>
|
||
<td class="py-3 px-4">中框材料</td>
|
||
<td class="py-3 px-4">材料供应</td>
|
||
<td class="py-3 px-4">高强度中框材料已广泛应用于铝中框手机，成为折叠屏中框核心材料</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">鼎龙科技</td>
|
||
<td class="py-3 px-4">PBO单体</td>
|
||
<td class="py-3 px-4">背板纤维</td>
|
||
<td class="py-3 px-4">原材料供应</td>
|
||
<td class="py-3 px-4">目前PBO单体的主要下游客户包括成都新晨、中科金绮和中蓝晨光等国内企业</td>
|
||
</tr>
|
||
<tr class="table-row border-b border-slate-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金石亚药</td>
|
||
<td class="py-3 px-4">PBO超级纤维</td>
|
||
<td class="py-3 px-4">背板纤维</td>
|
||
<td class="py-3 px-4">纤维生产</td>
|
||
<td class="py-3 px-4">为国内首家实现PBO超级纤维的真空PVD金属化的连续生产，目前仍处于小试阶段</td>
|
||
</tr>
|
||
<tr class="table-row">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">光大同创</td>
|
||
<td class="py-3 px-4">碳纤维</td>
|
||
<td class="py-3 px-4">背板纤维</td>
|
||
<td class="py-3 px-4">材料认证</td>
|
||
<td class="py-3 px-4">公司碳纤维相关产品已获得部分折叠屏领域客户的认可</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 创建粒子背景效果
|
||
function createParticles() {
|
||
const container = document.getElementById('particles');
|
||
const particleCount = 50;
|
||
|
||
for (let i = 0; i < particleCount; i++) {
|
||
const particle = document.createElement('div');
|
||
particle.className = 'particle';
|
||
|
||
// 随机大小
|
||
const size = Math.random() * 5 + 2;
|
||
particle.style.width = `${size}px`;
|
||
particle.style.height = `${size}px`;
|
||
|
||
// 随机位置
|
||
particle.style.left = `${Math.random() * 100}%`;
|
||
particle.style.top = `${Math.random() * 100}%`;
|
||
|
||
// 随机动画延迟和持续时间
|
||
const delay = Math.random() * 20;
|
||
const duration = Math.random() * 20 + 10;
|
||
particle.style.animation = `float ${duration}s linear ${delay}s infinite`;
|
||
|
||
container.appendChild(particle);
|
||
}
|
||
}
|
||
|
||
// 页面加载完成后创建粒子
|
||
document.addEventListener('DOMContentLoaded', createParticles);
|
||
|
||
// 添加平滑滚动效果
|
||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||
anchor.addEventListener('click', function (e) {
|
||
e.preventDefault();
|
||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||
behavior: 'smooth'
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |