522 lines
36 KiB
HTML
522 lines
36 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>深度行研：华为海思星闪 (NearLink) 概念</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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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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<link href="https://fonts.googleapis.com/css2?family=Space+Grotesk:wght@300;400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Space Grotesk', sans-serif;
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background-color: #000212;
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color: #E2E8F0;
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}
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.glass-card {
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background: rgba(23, 25, 48, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border-radius: 2rem;
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 0 30px rgba(0, 194, 255, 0.2);
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}
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position: absolute;
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z-index: -1;
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filter: blur(100px);
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opacity: 0.3;
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(6, 1fr);
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gap: 1.5rem;
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}
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.bento-item {
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grid-column: span 2;
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}
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.bento-item-large {
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grid-column: span 3;
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}
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.bento-item-full {
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grid-column: span 6;
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}
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@media (max-width: 1024px) {
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.bento-item, .bento-item-large {
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grid-column: span 6;
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}
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1) !important;
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}
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.table tr:hover {
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background-color: rgba(0, 194, 255, 0.05) !important;
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}
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.section-title::before {
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content: '::';
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color: #00c2ff;
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margin-right: 0.5rem;
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font-weight: 700;
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}
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</style>
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</head>
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<body class="min-h-screen relative overflow-x-hidden">
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<!-- Background Glows -->
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<div class="fui-glow top-0 left-0 w-96 h-96 bg-cyan-500 rounded-full"></div>
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<div class="fui-glow bottom-0 right-0 w-96 h-96 bg-fuchsia-600 rounded-full"></div>
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-wider text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-fuchsia-500">
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华为海思星闪 (NearLink)
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</h1>
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<p class="mt-4 text-lg md:text-xl text-slate-300 max-w-4xl mx-auto">
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自主可控的下一代近距离无线通信技术，鸿蒙生态的“神经网络”
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</p>
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<div class="mt-6 text-xs text-slate-500">
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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="space-y-12">
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<!-- 0. Concept Event -->
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<section id="concept-event" class="glass-card p-8">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件：爆发前夜</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">背景描述</h3>
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<p class="text-slate-300 leading-relaxed">
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华为海思星闪（NearLink）是华为海思主导的中国原生新一代近距离无线通信技术。其诞生背景源于地缘政治压力与科技自立自强的战略需求。2020年，华为被限制参与国际WiFi与蓝牙联盟，催生了创建一套自主可控、性能超越现有标准的短距通信技术的决心。星闪旨在整合并超越蓝牙与Wi-Fi，解决时延、速率、连接数等瓶颈，为华为“万物互联”的鸿蒙生态系统提供坚实的通信底座。
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</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">核心催化</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>战略聚焦与预热:</strong> 海思官方近期密集推送星闪内容，被市场解读为重大进展发布的信号。</li>
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<li><strong>关键会议召开:</strong> 海思及华为全联接大会（2024年9月）均设置星闪峰会，预期将展示“鸿蒙+星闪”深度联动。</li>
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<li><strong>商业化加速:</strong> 2024年被定义为“放量元年”，从标准走向市场，产业进入爆发阶段。</li>
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<li><strong>国家标准确立:</strong> 星闪SLE国家标准预计年内发布，将扫清大规模推广的标准化障碍。</li>
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</ul>
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</div>
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</div>
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<div class="mt-8">
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<h3 class="text-xl font-semibold text-cyan-300 mb-4">发展时间轴</h3>
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<div id="timeline-chart" class="w-full h-64 md:h-80"></div>
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</div>
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</section>
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<!-- 1 & 2. Core Logic & Market Perception -->
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<section id="core-logic">
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<div class="bento-grid">
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<div class="bento-item-large glass-card p-8">
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<h2 class="text-2xl font-bold mb-4 section-title">核心观点</h2>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-lg italic text-slate-200">
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华为海思星闪是地缘政治倒逼下的国产替代典范，正从技术标准阶段迈入商业化全面爆发的前夜。其核心驱动力是与鸿蒙生态系统的深度绑定，通过“技术代差+生态协同”的双轮驱动，构建自主可控的万物互联底层基础设施。
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</blockquote>
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</div>
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<div class="bento-item-large glass-card p-8">
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<h2 class="text-2xl font-bold mb-4 section-title">市场预期差分析</h2>
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<div class="space-y-4">
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<div>
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<p class="font-semibold text-fuchsia-400">普遍认知:</p>
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<p class="text-slate-300">星闪将迅速、全面地取代蓝牙和WiFi。</p>
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</div>
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<div>
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<p class="font-semibold text-cyan-300">潜在预期差:</p>
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<p class="text-slate-300">替代过程是渐进且分场景的。短期内将以“<span class="font-bold text-yellow-300">兼容共存、高端渗透</span>”模式发展，而非颠覆式取代。市场可能高估其在成本敏感型设备中的替换速度。</p>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card p-6 flex flex-col justify-center items-center text-center">
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<h3 class="text-lg font-bold text-cyan-300">战略驱动</h3>
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<p class="mt-2 text-sm text-slate-400">自主可控，国产替代叙事，工信部牵头，超1000家联盟成员支持。</p>
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</div>
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<div class="bento-item-large glass-card p-6">
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<h3 class="text-lg font-bold text-cyan-300 mb-2">技术驱动 (性能代差)</h3>
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<div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-center">
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<div><p class="text-2xl font-bold text-yellow-300">1/30</p><p class="text-xs text-slate-400">交互时延</p></div>
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<div><p class="text-2xl font-bold text-yellow-300">6x</p><p class="text-xs text-slate-400">传输速度</p></div>
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<div><p class="text-2xl font-bold text-yellow-300">10x</p><p class="text-xs text-slate-400">组网数量</p></div>
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<div><p class="text-2xl font-bold text-yellow-300">2x</p><p class="text-xs text-slate-400">覆盖距离</p></div>
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</div>
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</div>
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<div class="bento-item glass-card p-6 flex flex-col justify-center items-center text-center">
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<h3 class="text-lg font-bold text-cyan-300">生态驱动</h3>
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<p class="mt-2 text-sm text-slate-400">鸿蒙智联S+最高认证标准，为鸿蒙提供物理连接“神经网络”。</p>
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</div>
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</div>
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</section>
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<!-- 3. Key Catalysts & Future Path -->
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<section id="future-path" class="glass-card p-8">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化与发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-fuchsia-400 mb-3">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-3">
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<li class="flex items-start"><span class="text-cyan-400 mr-2 mt-1">▶</span><div><strong>海思/华为全联接大会:</strong> 发布新终端、公布新伙伴，最直接催化剂。</div></li>
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<li class="flex items-start"><span class="text-cyan-400 mr-2 mt-1">▶</span><div><strong>国家标准发布:</strong> 为政企、工业等领域规模化应用铺路。</div></li>
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<li class="flex items-start"><span class="text-cyan-400 mr-2 mt-1">▶</span><div><strong>互联互通测试完成:</strong> 生态成熟度标志，提升采纳信心。</div></li>
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<li class="flex items-start"><span class="text-cyan-400 mr-2 mt-1">▶</span><div><strong>旗舰终端搭载:</strong> 关注Mate 70及问界新车型带来的杀手级应用。</div></li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-fuchsia-400 mb-3">长期发展路径</h3>
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<ol class="relative border-l border-gray-700">
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<li class="mb-10 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-gray-900">
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<svg class="w-2.5 h-2.5 text-blue-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h4 class="flex items-center mb-1 text-lg font-semibold text-slate-100">阶段一: 消费电子深耕期 <time class="text-sm font-normal leading-none text-gray-500 ml-2">当前-2025年</time></h4>
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<p class="text-base font-normal text-gray-400">在PC外设、智能穿戴、智能家居等领域实现高渗透率，建立用户口碑，降低成本。</p>
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</li>
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<li class="mb-10 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-gray-900">
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<svg class="w-2.5 h-2.5 text-blue-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h4 class="mb-1 text-lg font-semibold text-slate-100">阶段二: 智能汽车与家居中枢突破期 <time class="text-sm font-normal leading-none text-gray-500 ml-2">2025-2027年</time></h4>
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<p class="text-base font-normal text-gray-400">实现车规级产品大规模商用，以星闪路由为中枢实现全屋智能互联。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-blue-900 rounded-full -left-3 ring-8 ring-gray-900">
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<svg class="w-2.5 h-2.5 text-blue-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h4 class="mb-1 text-lg font-semibold text-slate-100">阶段三: 工业互联网与全场景融合期 <time class="text-sm font-normal leading-none text-gray-500 ml-2">2027年以后</time></h4>
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<p class="text-base font-normal text-gray-400">在智能制造、智慧城市等领域规模化部署，成为万物互联底层通信协议之一。</p>
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</li>
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</ol>
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</div>
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</div>
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</section>
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<!-- 4. Industry Chain & Core Companies -->
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<section id="industry-chain" class="glass-card p-8">
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<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-cyan-300 mb-3">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 text-center">
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<h4 class="font-bold text-fuchsia-400">上游：基础技术</h4>
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<p class="text-sm text-slate-400">EDA、晶圆制造、封装测试</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl border-2 border-cyan-400 shadow-lg shadow-cyan-500/20">
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<h4 class="font-bold text-cyan-300">中游：核心组件</h4>
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<p class="text-sm text-slate-400">星闪芯片设计、星闪模组、分销</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<h4 class="font-bold text-fuchsia-400">下游：终端应用</h4>
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<p class="text-sm text-slate-400">PC外设、智能家居、汽车电子、行业应用</p>
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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 text-cyan-300 mb-4">核心玩家对比</h3>
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<div class="grid lg:grid-cols-3 gap-6">
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<div class="border border-yellow-400/50 p-6 rounded-2xl bg-yellow-400/5">
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<h4 class="text-lg font-bold text-yellow-300">领导者 & 逻辑最纯粹: 创耀科技</h4>
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<p class="text-sm text-slate-400 mt-2"><strong>优势:</strong> “唯一上市星闪芯片生产企业”，海思核心制造商。价值量最高，具备极强稀缺性。</p>
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<p class="text-sm text-slate-500 mt-2"><strong>风险:</strong> 对单一客户依赖度可能较高。</p>
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</div>
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<div class="border-cyan-400/50 p-6 rounded-2xl bg-cyan-400/5">
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<h4 class="text-lg font-bold text-cyan-300">关键赋能者 & 生态枢纽: 利尔达</h4>
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<p class="text-sm text-slate-400 mt-2"><strong>优势:</strong> “首家车端星闪模组供应商”，海思推广的重要伙伴。将芯片转化为可用模组，是生态落地的关键一环。</p>
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<p class="text-sm text-slate-500 mt-2"><strong>风险:</strong> 北交所公司，流动性相对较低。</p>
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</div>
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<div class="border-fuchsia-400/50 p-6 rounded-2xl bg-fuchsia-400/5">
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<h4 class="text-lg font-bold text-fuchsia-400">应用标杆 & 模式验证者: 辰奕智能</h4>
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<p class="text-sm text-slate-400 mt-2"><strong>优势:</strong> “华为智慧屏供应商，星闪遥控器独家”。产品获海思力推，是观察智能家居渗透的先行指标。</p>
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<p class="text-sm text-slate-500 mt-2"><strong>风险:</strong> 业务相对单一，受限于遥控器市场。</p>
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</div>
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</div>
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</section>
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<!-- 5. Risks & Challenges -->
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<section id="risks" class="glass-card p-8">
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<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="p-4 bg-slate-900/30 rounded-lg">
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<h4 class="font-semibold text-red-400">技术与成本风险</h4>
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<p class="text-sm text-slate-400 mt-2">初期芯片成本高于蓝牙，可能成为推广阻力。大规模生态下的兼容性仍是巨大挑战。</p>
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</div>
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<div class="p-4 bg-slate-900/30 rounded-lg">
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<h4 class="font-semibold text-red-400">商业化风险</h4>
|
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<p class="text-sm text-slate-400 mt-2">“杀手级应用”尚不突出，普通消费者感知不强。汽车、工业等高价值场景落地周期长（3-5年）。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-900/30 rounded-lg">
|
||
<h4 class="font-semibold text-red-400">竞争风险</h4>
|
||
<p class="text-sm text-slate-400 mt-2">全球市场仍需与持续迭代的Wi-Fi 7、蓝牙标准竞争。国内其他科技巨头是否全面拥抱存在不确定性。</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-900/30 rounded-lg">
|
||
<h4 class="font-semibold text-red-400">信息交叉验证风险</h4>
|
||
<p class="text-sm text-slate-400 mt-2">目前积极信息多源于主导方，缺乏独立第三方评测。单向度信息流可能掩盖潜在问题。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 6. Conclusion & Investment Implications -->
|
||
<section id="conclusion" class="glass-card p-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">最终看法</h3>
|
||
<p class="text-slate-300 leading-relaxed">
|
||
华为海思星闪概念已<strong>超越纯粹的主题炒作，进入由产业趋势和生态逻辑驱动的早期基本面兑现阶段</strong>。其背后是“国产替代”的宏大叙事和“鸿蒙生态”的商业闭环，确定性较高。发展将呈现波浪式推进特征，从高端到低端、从消费到产业。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">最具投资价值的细分环节</h3>
|
||
<ul class="space-y-3">
|
||
<li class="p-3 rounded-lg bg-slate-800/50">
|
||
<strong class="text-yellow-300">1. 核心组件 (芯片与模组):</strong><br>
|
||
<span class="text-sm text-slate-400">确定性最高、壁垒最深的环节。“卖水者”将率先受益。</span>
|
||
</li>
|
||
<li class="p-3 rounded-lg bg-slate-800/50">
|
||
<strong class="text-yellow-300">2. 细分场景独家供应商:</strong><br>
|
||
<span class="text-sm text-slate-400">与华为深度绑定，业绩增长路径清晰，是商业化成效的“晴雨表”。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-8">
|
||
<h3 class="text-xl font-semibold text-cyan-300 mb-3">需重点跟踪的关键指标</h3>
|
||
<div class="grid sm:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
|
||
<div class="p-3 bg-slate-900/30 rounded-lg"><strong>上游出货量:</strong> 芯片/模组出货量，判断是否“放量”的直接数据。</div>
|
||
<div class="p-3 bg-slate-900/30 rounded-lg"><strong>终端渗透率:</strong> 搭载星闪的设备数量及品类，尤其非华为系品牌。</div>
|
||
<div class="p-3 bg-slate-900/30 rounded-lg"><strong>成本与价格:</strong> 与蓝牙/WiFi方案的价差变化，走向大众市场的关键。</div>
|
||
<div class="p-3 bg-slate-900/30 rounded-lg"><strong>生态活跃度:</strong> 联盟新增成员数量及构成，开发者社区活跃度。</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Tabs -->
|
||
<section x-data="{ tab: 'news' }" class="glass-card p-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">研报/路演/新闻摘要</h2>
|
||
<div class="tabs tabs-boxed bg-slate-800/50">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
<div class="pt-6 text-slate-300 space-y-4 leading-relaxed text-sm">
|
||
<div x-show="tab === 'news'">
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>战略核心:</strong> 星闪是海思“5+2智能终端解决方案”的核心连接关键，近期海思公众号内容全部聚焦星闪，为大会预热。</li>
|
||
<li><strong>鸿蒙协同:</strong> 星闪与鸿蒙于2023年实现兼容互认，为鸿蒙带来革新体验，华为WiFi-7星闪路由已支持鸿蒙智联。</li>
|
||
<li><strong>技术优势:</strong> 传输延时微秒级，支持无损音频传输，长距和可靠性在工业领域优势明显，且技术上兼容蓝牙/WiFi生态。</li>
|
||
<li><strong>商业化进展:</strong> 2024年被机构称为“放量元年”，产业进入爆发阶段。模组厂是推广关键，需实现对蓝牙的向下兼容。</li>
|
||
<li><strong>标准进程:</strong> 星闪SLE国家标准预计今年发布，商用车360环视相关标准已成为交通部行标。</li>
|
||
<li><strong>生态应用:</strong> 已覆盖PC外设、智能家居、汽车电子（替代UWB钥匙）、工业燃气等领域，星闪联盟成员已突破1000家。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" x-cloak>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>诞生背景:</strong> 因华为被排除在WiFi/蓝牙联盟外，由工信部牵头于2020年成立星闪联盟，是国产替代的战略需求。</li>
|
||
<li><strong>技术架构:</strong> 分为高速率SLB（对标WiFi）和低功耗SLE（对标蓝牙）模式，首次将5G的Polar码技术用于短距通信。</li>
|
||
<li><strong>商业化节点:</strong> 2024-2025年是智能终端和车载设备商业化落地关键期，技术处于爆发前夜。华为Mate 60已支持星闪。</li>
|
||
<li><strong>标准演进:</strong> 9月全连接大会或发布星闪3.0。星闪2.0已支持sub-1GHz频段，实现“通-定-感一体化”。</li>
|
||
<li><strong>产业链核心:</strong> 创耀科技是星闪芯片唯一量产上市企业，利尔达是首家车端星闪模组供应商。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'report'" x-cloak>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>战略定位:</strong> 华为万物互联的通信技术底座，已成为鸿蒙智联S+最高认证标准。</li>
|
||
<li><strong>性能量化:</strong> 时延降低至1/30，速率提升6倍，连接数提升10倍，功耗仅为蓝牙60%。</li>
|
||
<li><strong>标准发布:</strong> 星闪1.0于2022年11月发布，2.0于2024年3月发布，3.0预计2025年发布。</li>
|
||
<li><strong>鸿蒙深度融合:</strong> 为鸿蒙带来六大革新体验，星闪或成为HarmonyOS核心连接技术支撑，市场期待“鸿蒙+星闪+昇腾/盘古”联动。</li>
|
||
<li><strong>落地产品:</strong> 华为Mate 60系列、智能磁吸键盘、无线鼠标；雷神星闪电竞鼠标；海尔卡萨帝指向遥控；汽车数字钥匙（定位精度0.6米内）。</li>
|
||
<li><strong>联盟规模:</strong> 成员从2024年初571家增至8月突破1000家，实现产业链上下游全覆盖。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section id="stock-list" class="glass-card p-4 sm:p-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">相关股票列表</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>生态角色</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 核心标的 -->
|
||
<tr class="font-bold bg-cyan-900/30">
|
||
<td>创耀科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688259" target="_blank" class="text-cyan-300 hover:underline">688259</a></td>
|
||
<td>中游-核心芯片</td>
|
||
<td>唯一上市星闪芯片生产企业，华为核心制造商，逻辑最纯粹。</td>
|
||
</tr>
|
||
<tr class="font-bold bg-cyan-900/30">
|
||
<td>利尔达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=920249" target="_blank" class="text-cyan-300 hover:underline">920249</a></td>
|
||
<td>中游-核心模组</td>
|
||
<td>首家车端星闪模组供应商，海思生态推广关键伙伴。</td>
|
||
</tr>
|
||
<tr class="font-bold bg-cyan-900/30">
|
||
<td>辰奕智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301578" target="_blank" class="text-cyan-300 hover:underline">301578</a></td>
|
||
<td>下游-终端应用</td>
|
||
<td>华为智慧屏供应商，独家供应星闪遥控器，应用标杆。</td>
|
||
</tr>
|
||
<!-- 下游终端 -->
|
||
<tr>
|
||
<td>雷柏科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002577" target="_blank" class="text-cyan-300 hover:underline">002577</a></td>
|
||
<td>下游-PC外设</td>
|
||
<td>推出星闪鼠标，接入开源鸿蒙。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>九联科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688609" target="_blank" class="text-cyan-300 hover:underline">688609</a></td>
|
||
<td>下游-智能家居</td>
|
||
<td>星闪联盟成员，布局智能家居终端。</td>
|
||
</tr>
|
||
<!-- 代理商 -->
|
||
<tr>
|
||
<td>力源信息</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300184" target="_blank" class="text-cyan-300 hover:underline">300184</a></td>
|
||
<td>中游-代理商</td>
|
||
<td>代理海思芯片产品。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中电港</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001287" target="_blank" class="text-cyan-300 hover:underline">001287</a></td>
|
||
<td>中游-代理商</td>
|
||
<td>代理海思芯片产品。</td>
|
||
</tr>
|
||
<!-- 生态合作 -->
|
||
<tr>
|
||
<td>荣联科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002642" target="_blank" class="text-cyan-300 hover:underline">002642</a></td>
|
||
<td>生态合作</td>
|
||
<td>星闪联盟副理事长，参与标准制定。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>润和软件</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300339" target="_blank" class="text-cyan-300 hover:underline">300339</a></td>
|
||
<td>生态合作</td>
|
||
<td>鸿蒙生态软件服务商，与华为深度合作。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>诚迈科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300598" target="_blank" class="text-cyan-300 hover:underline">300598</a></td>
|
||
<td>生态合作</td>
|
||
<td>鸿蒙生态软件服务商。</td>
|
||
</tr>
|
||
<!-- 产业链上游 -->
|
||
<tr>
|
||
<td>华大九天</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301269" target="_blank" class="text-cyan-300 hover:underline">301269</a></td>
|
||
<td>上游-EDA</td>
|
||
<td>国产EDA龙头，支撑芯片设计。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北方华创</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002371" target="_blank" class="text-cyan-300 hover:underline">002371</a></td>
|
||
<td>上游-晶圆制造设备</td>
|
||
<td>国产半导体设备龙头。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴森科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002436" target="_blank" class="text-cyan-300 hover:underline">002436</a></td>
|
||
<td>上游-封装制造</td>
|
||
<td>封装基板供应商。</td>
|
||
</tr>
|
||
</tbody>
|
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|
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