666 lines
48 KiB
HTML
666 lines
48 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>深度研报：国产芯片参股公司</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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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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color: #e0e0e0;
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overflow-x: hidden;
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background: rgba(15, 12, 41, 0.4);
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margin-right: 0.75rem;
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content: '';
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position: absolute;
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background-color: #818cf8;
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border: 2px solid #0f0c29;
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</style>
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</head>
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<body class="min-h-screen">
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<div class="glow-bg glow-1"></div>
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<div class="glow-bg glow-2"></div>
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<div class="glow-bg glow-3"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="header-title mb-2">深度研报：国产芯片参股公司</h1>
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<p class="text-sm text-gray-400">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>
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<!-- 核心观点摘要 -->
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<section class="mb-16">
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<div class="glass-card rounded-3xl p-8 max-w-4xl mx-auto text-center border-2 border-indigo-400/30">
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<h2 class="text-2xl font-bold text-indigo-300 mb-4">核心观点摘要</h2>
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<p class="text-lg leading-relaxed text-gray-300">
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“国产芯片参股公司”概念正处于从<strong>政策驱动的“主题炒作”向“基本面验证”过渡</strong>的关键阶段。其核心驱动力源于“自主可控”国家战略下，上市公司通过参股形式，以较低风险切入高门槛的半导体赛道，分享国产替代的时代红利。未来潜力取决于被投芯片公司的技术实力、商业化进程，以及参股公司能否将“财务投资”转化为“战略协同”。
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</p>
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</div>
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</section>
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<!-- 概念事件与时间轴 -->
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<section class="mb-16">
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<div class="bento-grid">
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<div class="bento-item glass-card col-span-12 lg:col-span-7">
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<h3>概念事件驱动</h3>
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<p class="mb-4">“国产芯片参股公司”概念的形成与发酵，并非源于单一事件，而是由地缘政治、国家战略、产业趋势和资本市场行为共同催化的一系列事件组合。</p>
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<ul class="space-y-3">
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<li><strong>宏观背景与政策驱动：</strong>美国对华半导体管制是根本背景。国内政策如《国家算力基础设施高质量发展行动计划》首次量化“2027年国产AI芯片新增占比≥60%”，为国产芯片提供了明确的需求预期。</li>
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<li><strong>产业与技术催化：</strong>AI大模型的爆发直接创造了对国产算力芯片的庞大需求。同时，砺算科技发布首款自研GPU、浙江曲速成功开发TGU01芯片等关键产品突破，点燃市场热情。</li>
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<li><strong>资本市场行为催化：</strong>上市公司跨界参股成为风潮，如北京利尔2亿元投资上海阵量，金字火腿3亿元参股中晟微。同时，华为哈勃、中科院等产业资本的深度布局为市场提供了重要参照。</li>
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</ul>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-5">
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<h3>发展时间轴</h3>
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<div class="timeline">
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<div class="timeline-item">
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<p class="font-semibold text-indigo-400">2024年</p>
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<p>华为哈勃持续布局产业链，产业资本深度介入。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-400">2025年5月</p>
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<p>北京利尔投资上海阵量，标志着传统行业公司大额投资AI芯片赛道。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-400">2025年6-9月</p>
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<p>政策密集出台，上市公司跨界参股与产品突破消息频发，概念热度推向高潮。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-400">2025年11月</p>
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<p>国芯科技披露参股光量子计算芯片公司，概念延伸至更前沿领域。</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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</section>
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<!-- 深度分析 Bento Grid -->
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<section class="mb-16">
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<div class="bento-grid">
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<div class="bento-item glass-card col-span-12 lg:col-span-8">
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<h3>核心逻辑与市场认知分析</h3>
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<ul class="space-y-2">
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<li><strong>政策强制驱动：</strong>核心是“国产替代”国家意志。国家79号文、算力基础设施发展计划（新增占比≥60%）等政策，为国产芯片创造了确定性的增量市场。</li>
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<li><strong>产业需求爆发：</strong>AI大模型对算力的需求是应用端的直接催化剂，利好国产算力芯片，并传导至晶圆代工和设备环节。</li>
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<li><strong>资本入局模式：</strong>芯片设计行业高投入、高风险。“参股”模式提供了风险可控、资本效率高的参与方式，上市公司能“蹭上”热点赛道，又能隔离早期亏损。</li>
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<li><strong>价值发现机制：</strong>上市公司参股行为，为二级市场提供了间接投资一级市场“独角兽”的渠道，带来估值重塑机会。</li>
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</ul>
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<p class="mt-4"><strong>市场热度与情绪：</strong>市场热度极高，情绪高度乐观，但夹杂着对具体标的“含金量”的分歧。市场开始区分直接参股、持股比例高、有产品落地的公司，与通过基金间接微量持股的纯“概念股”。</p>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-4">
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<h3>预期差分析</h3>
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<ul class="space-y-4">
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<li>
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<strong>1. 投资性质：</strong>
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<p>市场倾向于解读为深度绑定，但实际多为<strong>财务性风险投资</strong>，短期业务协同效应可能被高估。</p>
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</li>
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<li>
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<strong>2. 受益程度：</strong>
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<p>市场认为“参股”即受益，但大量公司持股比例极低（如东方明珠持股沐曦0.0007%），财务贡献微乎其微，股价上涨更多是情绪炒作。</p>
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</li>
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<li>
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<strong>3. 技术成熟度：</strong>
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<p>市场易被“对标英伟达”等宣传影响，但实际应用中仍存在性能和生态适配挑战，且高端芯片仍<strong>依赖台积电流片</strong>。</p>
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</li>
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</ul>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-5">
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<h3>关键催化剂与发展路径</h3>
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<p class="font-semibold text-indigo-400 mb-2">近期催化剂 (3-6个月)</p>
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<ul class="space-y-1">
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<li>被投“独角兽”IPO（如摩尔线程、沐曦）。</li>
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<li>获得运营商、金融等关键领域的大额集采订单。</li>
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<li>新一代芯片在性能评测上取得关键突破。</li>
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<li>“大基金”三期投资方向明确。</li>
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</ul>
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<p class="font-semibold text-indigo-400 mt-4 mb-2">长期发展路径</p>
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<ul class="space-y-1">
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<li><strong>初期 (当前):</strong> 财务投资广撒网，事件驱动型上涨。</li>
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<li><strong>中期 (1-3年):</strong> 技术与产品验证期，部分公司IPO，投资逻辑从“广撒网”转向“优中选优”。</li>
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<li><strong>成熟期 (3-5年):</strong> 产业格局清晰，龙头出现，投资逻辑从“价值发现”转向“价值创造”，与被投公司深度融合。</li>
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</ul>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-7">
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<h3>产业链与核心公司剖析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-xs">
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<div class="bg-indigo-900/30 p-3 rounded-lg">
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<p class="font-bold text-indigo-300 mb-1">上游 (基础支撑)</p>
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<p><strong>材料:</strong> 云南锗业, 天岳先进<br/><strong>IP/EDA:</strong> 芯原股份<br/><strong>设备:</strong> 中科飞测, 北方华创</p>
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</div>
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<div class="bg-indigo-900/30 p-3 rounded-lg">
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<p class="font-bold text-indigo-300 mb-1">中游 (设计/制造)</p>
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<p><strong>独角兽:</strong> 摩尔线程, 沐曦, 壁仞, 长鑫<br/><strong>已上市:</strong> 海光信息, 寒武纪<br/><strong>代工:</strong> 中芯国际, 华虹</p>
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</div>
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<div class="bg-indigo-900/30 p-3 rounded-lg">
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<p class="font-bold text-indigo-300 mb-1">下游 (参股/应用)</p>
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<p><strong>跨界公司:</strong> 北京利尔, 金字火腿<br/><strong>产业资本:</strong> 华为哈勃, 中科院<br/><strong>终端:</strong> 运营商, 服务器厂商</p>
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</div>
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</div>
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<p class="mt-4"><strong>核心玩家对比：</strong></p>
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<ul class="space-y-1 text-sm">
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<li><strong>领导者 (逻辑最纯粹):</strong> <strong>海光信息</strong> (CPU+DCU双龙头，生态兼容性好), <strong>寒武纪</strong> (AI专用芯片，政策驱动弹性大)。</li>
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<li><strong>赋能者 (“卖水者”):</strong> <strong>芯原股份</strong> (IP与设计服务，受益于整个行业繁荣)。</li>
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<li><strong>投机者 (纯概念):</strong> 众多持股比例<0.1%的公司，股价波动与基本面关联度低，如<strong>金字火腿</strong>。</li>
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</ul>
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</div>
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<div class="bento-item glass-card col-span-12">
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<h3>潜在风险与挑战</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
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<div>
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<h4 class="font-semibold text-red-400">技术风险</h4>
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<p>先进制程依赖外部代工（“卡脖子”），软件生态壁垒（CUDA护城河）高。</p>
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</div>
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<div>
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<h4 class="font-semibold text-red-400">商业化风险</h4>
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<p>盈利周期漫长，客户导入存在不确定性，从产品发布到大规模销售仍需时日。</p>
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</div>
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<div>
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<h4 class="font-semibold text-red-400">政策与竞争风险</h4>
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<p>行业高度依赖政策支持，若补贴退坡将受影响；热门赛道同质化竞争激烈。</p>
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</div>
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<div>
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<h4 class="font-semibold text-red-400">信息交叉验证风险</h4>
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<p>市场狂热与极低的持股比例存在巨大矛盾；宣传性能与实际应用存在差距。</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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</section>
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<!-- 支撑数据 Tab -->
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<section class="mb-16" x-data="{ tab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered tabs-lg mb-6">
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演精粹</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === 'report' }" @click="tab = 'report'">研报观点</a>
|
||
<a role="tab" class="tab" :class="{ 'tab-active': tab === 'rise' }" @click="tab = 'rise'">涨幅分析</a>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6 min-h-[400px]">
|
||
<div x-show="tab === 'news'" x-transition>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">新闻数据摘要</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-semibold text-gray-300">直接参股信息</h4>
|
||
<ul class="list-disc pl-5 text-gray-400 text-sm">
|
||
<li><strong>道氏技术：</strong>参股芯培森，其APU芯片已实现销售。</li>
|
||
<li><strong>国芯科技：</strong>参股合肥硅臻(11.46%)，研发光量子计算芯片。</li>
|
||
<li><strong>北京利尔：</strong>投资2亿元于国产AI芯片公司上海阵量(11.43%)。</li>
|
||
<li><strong>云天励飞：</strong>作为创始股东参股深圳国创具身智能机器人有限公司。</li>
|
||
<li><strong>华为哈勃：</strong>系统性投资半导体产业链，包括云南锗业(23.91%)、天岳先进(6.34%)、裕太微(6.97%)等。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-300">潜在关联信息</h4>
|
||
<p class="text-gray-400 text-sm">多家新闻稿提及“某公司参股厂商”、“参股AI芯片小巨头”等，虽未指明具体公司，但反映出市场对此类投资行为的高度关注。此外，通过“概念股”形式，梳理出与摩尔线程、沐曦等“独角兽”相关的上市公司群体。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" x-transition>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">路演精粹</h3>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" checked="checked" />
|
||
<div class="collapse-title text-md font-medium">北京利尔：投资AI芯片公司阵量智能</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>投资逻辑：</strong>国产AI芯片迎发展机遇，阵量智能技术对标英伟达A800，性能达80%。</p>
|
||
<p><strong>业务进展：</strong>PT200芯片24年量产，25年目标1万片。<strong>风险：</strong>依赖台积电流片，但计划与中芯国际合作分散风险。</p>
|
||
<p><strong>投资性质：</strong>目前为<strong>财务投资</strong>，未来或深化股权合作。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-md font-medium">中信证券《国产智算芯片崛起》报告解读</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>核心观点：</strong>国产芯片（海光910B、鲲鹏920）峰值算力接近甚至超越H20。国产路径分为通用GPU（海光、摩尔线程）和专用芯片（华为昇腾、寒武纪）。</p>
|
||
<p><strong>A股重点标的：</strong><strong>海光信息</strong>（生态兼容性领先）、<strong>寒武纪</strong>（AI专用芯片技术领先）。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-4" />
|
||
<div class="collapse-title text-md font-medium">优刻得路演：国产芯片生态与适配</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p><strong>现实挑战：</strong>揭示了国产芯片在实际应用中的挑战。</p>
|
||
<p><strong>华为昇腾性能：</strong>性能略逊于国内其他品牌，需要四卡协同才能支持DeepSeek的FP8需求，暴露了生态适配问题。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'report'" x-transition>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">研报观点</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-semibold text-gray-300">核心受益标的</h4>
|
||
<ul class="list-disc pl-5 text-gray-400 text-sm">
|
||
<li><strong>晶圆代工：</strong>中芯国际、华虹半导体，受益于国产算力芯片需求提升产能利用率。</li>
|
||
<li><strong>设备：</strong>北方华创，受益于国产半导体设备需求增长。</li>
|
||
<li><strong>CPU/DCU设计：</strong><strong>海光信息</strong>，国产服务器CPU市场重要地位，DCU产品全面适配国内大模型。</li>
|
||
<li><strong>IP/服务：</strong><strong>芯原股份</strong>，作为IP和一站式服务商，受益于整个国产芯片设计行业繁荣。</li>
|
||
<li><strong>模拟芯片：</strong>圣邦股份、纳芯微、思瑞浦，受益于关税政策下的国产替代加速。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-300">行业趋势</h4>
|
||
<p class="text-gray-400 text-sm">国产自主创新是核心趋势，包括AI大模型算法和半导体硬件的国产替代。关税政策、开源模型普及、大基金三期等政策持续加码，将刺激国内芯片制造商扩大投资。AI领域的需求是关键驱动力，但需求不及预期是主要风险点。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'rise'" x-transition>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">涨幅分析</h3>
|
||
<div class="join join-vertical w-full max-h-[500px] overflow-y-auto">
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-5" />
|
||
<div class="collapse-title text-md font-medium">金字火腿 (002515) - 跨界参股引爆</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p class="prose text-gray-400"><strong>核心结论：</strong>公告拟3亿元参股中晟微电子20%，切入“国产400G/800G光芯片IDM”稀缺赛道，叠加小市值+低换手，资金抢筹导致一字涨停。<br><strong>驱动逻辑：</strong>①赛道稀缺：A股纯正光芯片标的不足；②交易结构优：现金出资、不并表、无摊薄；③筹码易控：流通盘小，资金一日完成收集。<br><strong>风险：</strong>标的公司尚未盈利，投资存在失败或减值可能。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-5" />
|
||
<div class="collapse-title text-md font-medium">旋极信息 (300324) - 产品突破兑现</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p class="prose text-gray-400"><strong>核心结论：</strong>参股公司浙江曲速成功开发“TGU01芯片”并实现销售，且完成对赌约定，带来实质性利好。<br><strong>驱动逻辑：</strong>①产品突破与业绩兑现；②正式切入芯片赛道，提升科技属性和估值；③叠加RISC-V架构预期等多重概念。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-5" />
|
||
<div class="collapse-title text-md font-medium">东芯股份 (688110) - 参股公司GPU发布</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p class="prose text-gray-400"><strong>核心结论：</strong>投资的砺算科技发布首款自研GPU芯片"7G100"，引发市场对公司技术布局成果的高度关注。<br><strong>驱动逻辑：</strong>①国产GPU技术突破的稀缺性；②国产算力板块整体走强，科技自主可控成为市场主线；③市场更关注技术突破本身带来的估值提升，而非短期商业化不确定性。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300">
|
||
<input type="radio" name="my-accordion-5" />
|
||
<div class="collapse-title text-md font-medium">寒武纪 (688256) - 政策订单双驱动</div>
|
||
<div class="collapse-content text-sm text-gray-400">
|
||
<p class="prose text-gray-400"><strong>核心结论：</strong>“政策强制国产AI芯片份额+运营商集采点名+央企7.8亿元预付款”三箭齐发，基本面逻辑强劲。<br><strong>驱动逻辑：</strong>①政策明确“2027年国产AI芯片新增占比≥60%”；②三大运营商集采明确点名“寒武纪或等效”；③获得央企7.8亿元预付款大单，锁定未来交付。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- ECharts 可视化 -->
|
||
<section class="mb-16">
|
||
<div class="bento-item glass-card col-span-12">
|
||
<h3>上市公司参股国产芯片“独角兽”热度图</h3>
|
||
<div id="echarts-container" class="w-full h-[400px]"></div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 核心关联个股 -->
|
||
<section x-data="stockData()">
|
||
<h2 class="text-2xl font-bold text-center mb-8 text-indigo-300">核心关联个股梳理</h2>
|
||
|
||
<div class="flex flex-wrap justify-center gap-2 mb-6">
|
||
<button @click="filter = 'all'" :class="{ 'btn-primary': filter === 'all', 'btn-ghost': filter !== 'all' }" class="btn btn-sm">全部</button>
|
||
<template x-for="chip in chipCompanies" :key="chip">
|
||
<button @click="filter = chip" :class="{ 'btn-primary': filter === chip, 'btn-ghost': filter !== chip }" class="btn btn-sm" x-text="chip"></button>
|
||
</template>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-2">
|
||
<table class="table table-zebra table-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>参股原因 / 持股比例</th>
|
||
<th>关联芯片公司</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in filteredStocks" :key="stock.stock + stock.reason">
|
||
<tr>
|
||
<td class="font-semibold text-gray-200">
|
||
<a x-show="stock.stock_code" :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-indigo-400 transition-colors" x-text="stock.stock"></a>
|
||
<span x-show="!stock.stock_code" x-text="stock.stock"></span>
|
||
<span x-show="stock.stock_code" class="text-xs text-gray-500 ml-1" x-text="stock.stock_code"></span>
|
||
</td>
|
||
<td class="text-gray-400 text-xs" x-text="stock.reason"></td>
|
||
<td>
|
||
<span class="badge badge-outline badge-primary" x-text="stock.tag"></span>
|
||
</td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center mt-12">
|
||
<p class="text-xs text-gray-500">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>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts 初始化
|
||
var chartDom = document.getElementById('echarts-container');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
data: ['摩尔线程', '沐曦集成', '长鑫科技', '壁仞科技', '昆仑芯', '长江存储', '燧原科技', '紫光展锐'],
|
||
axisTick: {
|
||
alignWithLabel: true
|
||
},
|
||
axisLabel: {
|
||
color: '#a7a7d1'
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '参股上市公司数量',
|
||
axisLabel: {
|
||
color: '#a7a7d1'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255,255,255,0.1)'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '参股公司数量',
|
||
type: 'bar',
|
||
barWidth: '60%',
|
||
data: [25, 17, 10, 6, 6, 6, 4, 2],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#818cf8' },
|
||
{ offset: 1, color: '#4f46e5' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#a3bffa' },
|
||
{ offset: 1, color: '#6366f1' }
|
||
])
|
||
}
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Alpine.js data
|
||
function stockData() {
|
||
return {
|
||
filter: 'all',
|
||
stocks: [
|
||
{"stock": "和而泰", "reason": "公司持有摩尔线程股份比例为1.0262%", "tag": "摩尔线程", "stock_code": "002402"},
|
||
{"stock": "中科蓝讯", "reason": "公司持有摩尔线程股份比例为0.5%（直接+间接）", "tag": "摩尔线程", "stock_code": "688332"},
|
||
{"stock": "招商证券", "reason": "公司持有摩尔线程股份比例为0.366%（通过子公司持有博时三号间接持股）", "tag": "摩尔线程", "stock_code": "600999"},
|
||
{"stock": "ST华通", "reason": "公司持有摩尔线程股份比例为0.3581%（通过子公司参股盛芯启程基金间接参股）", "tag": "摩尔线程", "stock_code": null},
|
||
{"stock": "联美控股", "reason": "公司持有摩尔线程股份比例为0.3351%（通过子公司拉萨联虹间接持股）", "tag": "摩尔线程", "stock_code": "600167"},
|
||
{"stock": "盈趣科技", "reason": "公司持有摩尔线程股份比例为0.3351%", "tag": "摩尔线程", "stock_code": "002925"},
|
||
{"stock": "宏力达", "reason": "公司持有摩尔线程股份比例为0.3076%（通过嘉兴久奕奕能元创业基金间接持股）", "tag": "摩尔线程", "stock_code": "688330"},
|
||
{"stock": "农业银行", "reason": "公司持有摩尔线程股份比例为0.2597%（通过千帆企航基金间接持股）", "tag": "摩尔线程", "stock_code": "601288"},
|
||
{"stock": "*ST金科", "reason": "公司持有摩尔线程股份比例为0.1682%（通过和谐健康间接持股）", "tag": "摩尔线程", "stock_code": "000656"},
|
||
{"stock": "厦门国贸", "reason": "公司持有摩尔线程股份比例为0.1564%（通过厦门国贸股权投资基金间接持股）", "tag": "摩尔线程", "stock_code": "600755"},
|
||
{"stock": "大众公用", "reason": "公司持有摩尔线程股份比例为0.153%（通过深创投间接持股）", "tag": "摩尔线程", "stock_code": "600635"},
|
||
{"stock": "华辰装备", "reason": "公司持有摩尔线程股份比例为0.099%（通过德辽创投间接持股）", "tag": "摩尔线程", "stock_code": "300809"},
|
||
{"stock": "深圳能源", "reason": "公司持有摩尔线程股份比例为0.071%（通过深创投间接持股）", "tag": "摩尔线程", "stock_code": "000027"},
|
||
{"stock": "粤电力A", "reason": "公司持有摩尔线程股份比例为0.052%（通过深创投间接持股）", "tag": "摩尔线程", "stock_code": null},
|
||
{"stock": "七匹狼", "reason": "公司控股股东持有摩尔线程股份比例0.05%（非公司持股）", "tag": "摩尔线程", "stock_code": null},
|
||
{"stock": "广安爱众", "reason": "公司持有摩尔线程股份比例为0.0315%（通过中保投信云算基金间接持股）", "tag": "摩尔线程", "stock_code": "600979"},
|
||
{"stock": "中红医疗", "reason": "公司持有摩尔线程股份比例为0.027%（通过厦门国贸股权投资基金间接持股）", "tag": "摩尔线程", "stock_code": "300981"},
|
||
{"stock": "万和电气", "reason": "公司持有摩尔线程股份比例为0.024%（通过前海股权基金间接持股）", "tag": "摩尔线程", "stock_code": "002543"},
|
||
{"stock": "初灵信息", "reason": "公司持有摩尔线程股份比例为0.0229%（通过中移数字基金间接持股）", "tag": "摩尔线程", "stock_code": "300250"},
|
||
{"stock": "上海建工", "reason": "公司持有摩尔线程股份比例为0.0223%（通过华控成长基金间接持股）", "tag": "摩尔线程", "stock_code": "600170"},
|
||
{"stock": "广深铁路", "reason": "公司持有摩尔线程股份比例为0.02%（通过深创投间接持股）", "tag": "摩尔线程", "stock_code": "601333"},
|
||
{"stock": "新华保险", "reason": "公司持有摩尔线程股份比例为0.016%（通过前海股权基金间接持股）", "tag": "摩尔线程", "stock_code": "601336"},
|
||
{"stock": "中兴通讯", "reason": "公司持有摩尔线程股份比例为0.003%（通过深创投间接持股）", "tag": "摩尔线程", "stock_code": "000063"},
|
||
{"stock": "圣元环保", "reason": "公司为中原前海基金合伙人，认缴3亿元，后者持有摩尔线程股份比例为0.1999%", "tag": "摩尔线程", "stock_code": "300867"},
|
||
{"stock": "瑞丰新材", "reason": "公司为中原前海基金合伙人，后者持有摩尔线程股份比例为0.1999%", "tag": "摩尔线程", "stock_code": "300910"},
|
||
{"stock": "七匹狼", "reason": "公司控股股东持有沐曦集成股份比例0.39%（非公司持股）", "tag": "沐曦集成", "stock_code": null},
|
||
{"stock": "中山公用", "reason": "公司持有沐曦集成股份比例0.335% (通过旗下新能源基金)", "tag": "沐曦集成", "stock_code": "000685"},
|
||
{"stock": "中信证券", "reason": "公司持有沐曦集成股份比例0.24%", "tag": "沐曦集成", "stock_code": "600030"},
|
||
{"stock": "中科蓝讯", "reason": "公司持有沐曦集成股份比例0.24%", "tag": "沐曦集成", "stock_code": "688332"},
|
||
{"stock": "淳中科技", "reason": "公司持有沐曦集成股份比例0.24%", "tag": "沐曦集成", "stock_code": "603516"},
|
||
{"stock": "友发集团", "reason": "公司持有沐曦集成股份比例0.088%(通过砺思星沐基金间接持有)", "tag": "沐曦集成", "stock_code": "601686"},
|
||
{"stock": "万通发展", "reason": "公司持有沐曦集成股份比例0.036%（通过南京国调间接持有）", "tag": "沐曦集成", "stock_code": "600246"},
|
||
{"stock": "艾可蓝", "reason": "公司持有沐曦集成股份比例0.007%（通过珠海格金基金间接持有）", "tag": "沐曦集成", "stock_code": "300816"},
|
||
{"stock": "圣元环保", "reason": "公司通过认购中原前海基金份额3亿元，间接参与了沐曦集成的投资", "tag": "沐曦集成", "stock_code": "300867"},
|
||
{"stock": "瑞丰新材", "reason": "公司持有沐曦集成股份比例0.003%（通过中原前海基金间接持有）", "tag": "沐曦集成", "stock_code": "300910"},
|
||
{"stock": "国脉文化", "reason": "公司持有沐曦集成股份比例0.0027%（通过央视融媒产投基金间接持有）", "tag": "沐曦集成", "stock_code": "600640"},
|
||
{"stock": "南方传媒", "reason": "公司持有沐曦集成股份比例0.0013%（通过央视融媒产投基金间接持有）", "tag": "沐曦集成", "stock_code": "601900"},
|
||
{"stock": "当虹科技", "reason": "公司持有沐曦集成股份比例0.0013%（通过央视融媒产投基金间接持有）", "tag": "沐曦集成", "stock_code": "688039"},
|
||
{"stock": "市北高新", "reason": "公司持有沐曦集成股份比例0.0013%（通过央视融媒产投基金间接持有）", "tag": "沐曦集成", "stock_code": "600604"},
|
||
{"stock": "东方明珠", "reason": "公司持有沐曦集成股份比例0.0007%（通过央视融媒产投基金间接持有）", "tag": "沐曦集成", "stock_code": "600637"},
|
||
{"stock": "九安医疗", "reason": "公司通过科创母基金间接投资沐曦集成,公司对其持股占比很小", "tag": "沐曦集成", "stock_code": "002432"},
|
||
{"stock": "数字政通", "reason": "公司通过私募股权基金投资了沐曦半导体", "tag": "沐曦集成", "stock_code": "300075"},
|
||
{"stock": "上海临港", "reason": "公司持有壁仞科技股权比例0.94% (通过青岛华芯锚点基金)", "tag": "壁仞科技", "stock_code": "600848"},
|
||
{"stock": "香农芯创", "reason": "公司持有壁仞科技股权比例0.52%(通过子公司聚隆景润)", "tag": "壁仞科技", "stock_code": "300475"},
|
||
{"stock": "三一重工", "reason": "公司持有壁仞科技股权比例0.49% (通过青岛华芯锚点基金)", "tag": "壁仞科技", "stock_code": "600031"},
|
||
{"stock": "光环新网", "reason": "公司持有壁仞科技股权比例0.08%（通过青岛华芯锚点基金）", "tag": "壁仞科技", "stock_code": "300383"},
|
||
{"stock": "万和电气", "reason": "公司持有壁仞科技股权比例0.01%（通过松禾创投基金）", "tag": "壁仞科技", "stock_code": "002543"},
|
||
{"stock": "新华保险", "reason": "公司持有壁仞科技股权比例极低 (通过松禾创投基金)", "tag": "壁仞科技", "stock_code": "601336"},
|
||
{"stock": "腾讯", "reason": "公司持有燧原科技股权比例19.95%", "tag": "燧原科技", "stock_code": null},
|
||
{"stock": "中科蓝讯", "reason": "公司持有燧原科技股权比例0.23%(通过蔚蓝深圳创投基金)", "tag": "燧原科技", "stock_code": "688332"},
|
||
{"stock": "高伟达", "reason": "公司持有燧原科技股权比例0.01%(通过国方金浦智算)", "tag": "燧原科技", "stock_code": "300465"},
|
||
{"stock": "新致软件", "reason": "公司持有燧原科技股权比例极低（通过国方金浦智算）", "tag": "燧原科技", "stock_code": "688590"},
|
||
{"stock": "百度", "reason": "公司持有昆仑芯股权比例59.45%", "tag": "昆仑芯", "stock_code": null},
|
||
{"stock": "比亚迪", "reason": "公司持有昆仑芯股权比例0.27%", "tag": "昆仑芯", "stock_code": "002594"},
|
||
{"stock": "初灵信息", "reason": "公司持有昆仑芯股权比例0.027%(通过中移数字基金间接持股)", "tag": "昆仑芯", "stock_code": "300250"},
|
||
{"stock": "中新集团", "reason": "公司持有昆仑芯股权比例0.011%(通过苏州元禾璞华智芯基金间接持股)", "tag": "昆仑芯", "stock_code": "601512"},
|
||
{"stock": "北京君正", "reason": "公司持有昆仑芯股权比例极低（通过苏州元禾璞华智芯基金间接持股）", "tag": "昆仑芯", "stock_code": "300223"},
|
||
{"stock": "步长制药", "reason": "公司持有昆仑芯股权比例极低（通过苏州元禾璞华智芯基金间接持股）", "tag": "昆仑芯", "stock_code": "603858"},
|
||
{"stock": "紫光国微", "reason": "公司与紫光展锐均为紫光集团旗下公司", "tag": "紫光展锐", "stock_code": "002049"},
|
||
{"stock": "紫光股份", "reason": "公司与紫光展锐同为紫光集团下属子公司", "tag": "紫光展锐", "stock_code": "000938"},
|
||
{"stock": "兆易创新", "reason": "持有长鑫科技股权比例为0.95%", "tag": "长鑫科技", "stock_code": "603986"},
|
||
{"stock": "美的集团", "reason": "持有长鑫科技股权比例为0.76%", "tag": "长鑫科技", "stock_code": "000333"},
|
||
{"stock": "上峰水泥", "reason": "持有长鑫科技股权比例为0.17%（通过上海君挚璞基金间接持有）", "tag": "长鑫科技", "stock_code": "000672"},
|
||
{"stock": "朗迪集团", "reason": "持有长鑫科技股权比例为0.07%(通过宁波燕创德鑫基金间接持有)", "tag": "长鑫科技", "stock_code": "603726"},
|
||
{"stock": "正帆科技", "reason": "持有长鑫科技股权比例0.02%（通过上海君挚璞基金间接持有）", "tag": "长鑫科技", "stock_code": "688596"},
|
||
{"stock": "上海建工", "reason": "持有长鑫科技股权比例为0.015%（通过芜湖星原基石基金间接持有）", "tag": "长鑫科技", "stock_code": "600170"},
|
||
{"stock": "上海电气", "reason": "持有长鑫科技股权比例为0.01%（通过东方资产间接持有）", "tag": "长鑫科技", "stock_code": "601727"},
|
||
{"stock": "中山公用", "reason": "旗下新能源产业基金投资项目包括长鑫存储", "tag": "长鑫科技", "stock_code": "000685"},
|
||
{"stock": "圣元环保", "reason": "持有长鑫科技股权比例极低（通过焦作前海方舟半导体基金间接持有）", "tag": "长鑫科技", "stock_code": "300867"},
|
||
{"stock": "瑞丰新材", "reason": "持有长鑫科技股权比例极低（通过焦作前海方舟半导体基金间接持有）", "tag": "长鑫科技", "stock_code": "300910"},
|
||
{"stock": "养元饮品", "reason": "公司持有长江存储股权比例为0.98%（通过芜湖闻名泉泓基金间接持有）", "tag": "长江存储", "stock_code": "603156"},
|
||
{"stock": "国脉文化", "reason": "公司持有长江存储股权比例为0.008%(通过央视融媒产投基金间接持有)", "tag": "长江存储", "stock_code": "600640"},
|
||
{"stock": "南方传媒", "reason": "公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）", "tag": "长江存储", "stock_code": "601900"},
|
||
{"stock": "当虹科技", "reason": "公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）", "tag": "长江存储", "stock_code": "688039"},
|
||
{"stock": "市北高新", "reason": "公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）", "tag": "长江存储", "stock_code": "600604"},
|
||
{"stock": "东方明珠", "reason": "公司持有长江存储股权比例为0.002%（通过央视融媒产投基金间接持有）", "tag": "长江存储", "stock_code": "600637"}
|
||
],
|
||
get chipCompanies() {
|
||
const companies = this.stocks.map(s => s.tag);
|
||
return [...new Set(companies)];
|
||
},
|
||
get filteredStocks() {
|
||
if (this.filter === 'all') {
|
||
return this.stocks;
|
||
}
|
||
return this.stocks.filter(stock => stock.tag === this.filter);
|
||
}
|
||
}
|
||
}
|
||
</script>
|
||
</body>
|
||
</html> |