528 lines
34 KiB
HTML
528 lines
34 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>存储芯片产业 - 深度投研报告</title>
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.table th, .table td {
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border-color: rgba(255, 255, 255, 0.1) !important;
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</head>
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<body class="antialiased">
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<div class="bg-space"></div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header Section -->
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<header class="text-center mb-12 animate-fade-in-down">
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<h1 class="text-4xl md:text-6xl font-orbitron font-bold text-white glow-text mb-4">存储芯片产业</h1>
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<h2 class="text-xl md:text-2xl text-blue-300 glow-accent-text">深度投研报告</h2>
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<p class="text-sm text-gray-400 mt-4 max-w-3xl mx-auto">
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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。
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</p>
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</header>
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<main class="space-y-12">
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<!-- Core View Summary -->
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<section class="glass-deep rounded-3xl p-6 md:p-8 glow-effect animate-fade-in">
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<h3 class="text-2xl font-bold mb-4 font-orbitron text-cyan-300 glow-accent-text">核心观点摘要</h3>
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<p class="text-lg text-gray-200 leading-relaxed">
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存储芯片产业正处于一轮由 <strong class="text-yellow-300">“周期性反转 + AI结构性需求爆发”</strong> 双轮驱动的“U型”强劲复苏周期中。当前已从上游原厂通过减产控制供给的“价稳”阶段，全面进入由AI服务器、AI终端等强劲需求拉动的 <strong class="text-green-300">“量价齐升”</strong> 阶段。<strong class="text-purple-300">HBM (高带宽内存)</strong> 是本轮周期的技术与价值核心，而 <strong class="text-blue-300">国产替代</strong> 则构成了并行发展的长期主线，整个产业链正迎来业绩与估值的双重修复。
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</p>
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</section>
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<!-- Concept Events Timeline -->
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<section class="glass rounded-3xl p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">概念事件：周期演进脉络</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-gray-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm-.75-4.75a.75.75 0 001.5 0V8.66l1.95 2.1a.75.75 0 101.1-1.02l-3.25-3.5a.75.75 0 00-1.1 0L6.2 9.74a.75.75 0 101.1 1.02l1.95-2.1v4.59z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">2022 - 2023 H1</time>
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<div class="text-lg font-black text-red-400">周期前夜</div>
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行业处于下行周期，下游需求萎缩，价格持续下滑，库存高企。
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</div>
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<hr class="bg-gray-600"/>
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</li>
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<li>
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<hr class="bg-gray-600"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-yellow-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-11.25a.75.75 0 00-1.5 0v4.59L7.3 9.24a.75.75 0 00-1.1 1.02l3.25 3.5a.75.75 0 001.1 0l3.25-3.5a.75.75 0 10-1.1-1.02l-1.95 2.1V6.75z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-gray-400">2023 H2</time>
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<div class="text-lg font-black text-yellow-300">周期拐点</div>
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9月起存储芯片价格开始上涨，Q4 DRAM合约价上涨8-13%，NAND上涨10-30%，原厂减产去库存效应显现，市场触底反弹。
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</div>
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<hr class="bg-gray-600"/>
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</li>
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<li>
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<hr class="bg-gray-600"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-green-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-gray-400">2024 - 2025</time>
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<div class="text-lg font-black text-green-300">周期加速</div>
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涨价潮全面爆发，Sandisk发函涨价超10%，美光计划提价20-30%。部分芯片涨价达100%，产线满负荷仍供不应求。江波龙等公司Q3净利暴增，验证行业高景气度。
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</div>
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<hr class="bg-gray-600"/>
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</li>
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<li>
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<hr class="bg-gray-600"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-blue-400"><path d="M10 12.5a2.5 2.5 0 100-5 2.5 2.5 0 000 5z" /><path fill-rule="evenodd" d="M.664 10.59a1.651 1.651 0 010-1.18l3.75-7.03a1.65 1.65 0 013.018 1.605L4.857 9.5h10.286l-2.573-4.516a1.65 1.65 0 013.018-1.605l3.75 7.03a1.65 1.65 0 010 1.18l-3.75 7.03a1.65 1.65 0 01-3.018-1.605L15.143 10.5H4.857l2.573 4.516a1.65 1.65 0 01-3.018 1.605l-3.75-7.03z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic text-gray-400">展望</time>
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<div class="text-lg font-black text-blue-300">未来展望</div>
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分析师普遍预计，由AI驱动的涨价潮或将延续至2026年，国产化进程将持续加速。
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</div>
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</li>
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</ul>
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</section>
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<!-- Core Logic & Market Perception -->
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<section class="glass rounded-3xl p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">核心逻辑与市场认知</h3>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Triple Logic Resonance -->
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<div class="glass-deep rounded-2xl p-6 border-l-4 border-purple-400">
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<h4 class="text-xl font-bold mb-3 text-purple-300">三重逻辑共振</h4>
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<ul class="space-y-3 text-gray-300">
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<li><strong class="text-white">供给端-周期性反转：</strong>国际寡头主动减产，24年6月稼动率仅73-75%，远低于85%平衡线，供给端高度可控。</li>
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<li><strong class="text-white">需求端-AI结构性爆发：</strong>AI服务器DRAM需求为普通服务器8倍。产能优先分配HBM/DDR5，挤占DDR4供应，加剧结构性短缺。</li>
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<li><strong class="text-white">国产化-自主可控叙事：</strong>长鑫(CXMT)与长江(YMTC)加速追赶，DDR5良率达80%，294层NAND已量产，带动下游国产模组厂崛起。</li>
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</ul>
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</div>
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<!-- Market Heat & Sentiment -->
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<div class="glass-deep rounded-2xl p-6 border-l-4 border-yellow-400">
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<h4 class="text-xl font-bold mb-3 text-yellow-300">市场热度与情绪</h4>
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<p class="text-gray-300">市场情绪 <strong class="text-white">极其乐观</strong>。“涨价100%”、“供不应求”等字眼频繁见诸报端。研报密集发布，普遍看好周期延续。关联个股股价创历史新高或涨停，显示资金高度认同。存储芯片已从纯周期板块，被赋予了 <strong class="text-white">AI和国产替代</strong> 的双重成长属性，市场热度空前。</p>
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</div>
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<!-- Expectation Gap Analysis -->
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<div class="glass-deep rounded-2xl p-6 border-l-4 border-red-400">
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<h4 class="text-xl font-bold mb-3 text-red-300">预期差分析</h4>
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<ul class="space-y-3 text-gray-300">
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<li><strong class="text-white">HBM的“光环”与“现实”：</strong>国内龙头长鑫存储目标24年底量产HBM2E，落后国际主流约一代，短期业绩贡献可能被高估。</li>
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<li><strong class="text-white">复苏的“广度”与“深度”：</strong>PC和利基市场需求增长乏力（仅2%），复苏存在结构性不均衡，依赖非AI领域的公司业绩弹性或不及预期。</li>
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<li><strong class="text-white">库存水平的“矛盾”：</strong>新闻渲染“争相备货”，但亦有数据显示服务器OEM有2-3个季度库存，暗示可能存在超前备货，是乐观共识下的潜在风险点。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Bento Grid for Supporting Data & Charts -->
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<section class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Market Size Chart -->
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<div class="lg:col-span-2 glass rounded-3xl p-6">
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<h4 class="text-lg font-bold mb-4 text-cyan-300">中国存储芯片市场规模预测 (亿美元)</h4>
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<div id="market-size-chart" class="w-full h-64 md:h-80"></div>
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</div>
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<!-- Price Trend Chart -->
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<div class="glass rounded-3xl p-6">
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<h4 class="text-lg font-bold mb-4 text-cyan-300">存储芯片价格指数</h4>
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<div id="price-trend-chart" class="w-full h-64 md:h-80"></div>
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</div>
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<!-- AI Driven Demand -->
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<div class="glass rounded-3xl p-6 flex flex-col justify-between">
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<div>
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<h4 class="text-lg font-bold text-purple-300">AI驱动的需求扩张</h4>
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<p class="mt-2 text-gray-300">AI革命重塑存储价值，需求呈指数级增长。阿里宣布三年 <strong class="text-white">3800亿</strong> AI硬件投入，AI服务器渗透率将从2024年11%跃升至2030年22%。</p>
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</div>
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<div class="stats stats-vertical lg:stats-horizontal shadow bg-transparent mt-4">
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<div class="stat p-2">
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<div class="stat-title text-gray-400">AI服务器DRAM需求</div>
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<div class="stat-value text-green-300 text-3xl">8x</div>
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<div class="stat-desc text-gray-400">vs 普通服务器</div>
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</div>
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<div class="stat p-2">
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<div class="stat-title text-gray-400">AI服务器NAND需求</div>
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<div class="stat-value text-green-300 text-3xl">3x</div>
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<div class="stat-desc text-gray-400">vs 普通服务器</div>
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</div>
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</div>
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</div>
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<!-- Downstream Impact -->
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<div class="glass rounded-3xl p-6">
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<h4 class="text-lg font-bold text-yellow-300">下游影响与备货潮</h4>
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<p class="mt-2 text-gray-300">下游厂商争相备货，供不应求加剧。戴尔、惠普警告可能提高产品定价。研究机构预测，至2026年Q2，存储芯片价格将在当前基础上 <strong class="text-white">再上涨约50%</strong>。手机终端市场面临最大涨价风险。</p>
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</div>
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<!-- Domestic Progress -->
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<div class="lg:col-span-2 glass rounded-3xl p-6">
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<h4 class="text-lg font-bold text-blue-300">国产化进程加速</h4>
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<p class="mt-2 mb-4 text-gray-300">国产突破，技术壁垒全面攻破，呈现上游突破带动下游崛起的良性循环。长鑫/长存晶圆技术升级，推动国产模组厂进入高端市场。</p>
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<div class="flex flex-wrap gap-4">
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<div class="badge badge-outline border-blue-400 text-blue-300 p-3">长鑫存储：DDR5良率达80%</div>
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<div class="badge badge-outline border-blue-400 text-blue-300 p-3">长江存储：294层3D NAND量产</div>
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<div class="badge badge-outline border-blue-400 text-blue-300 p-3">大普微：IPO过会，导入NVIDIA供应链</div>
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<div class="badge badge-outline border-blue-400 text-blue-300 p-3">长鑫存储：规划2025年底量产HBM3</div>
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</div>
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</div>
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</section>
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<!-- Catalysts, Path & Risks -->
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<section class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<!-- Catalysts & Future Path -->
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<div class="glass rounded-3xl p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">催化剂与发展路径</h3>
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<div>
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<h4 class="text-lg font-bold text-green-300 mb-2">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside space-y-1 text-gray-300">
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<li>龙头企业财报/指引：直接验证价格上涨和需求强度。</li>
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<li>国产大厂IPO进程：长鑫存储IPO若有进展将提振产业链估值。</li>
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<li>重大AI产品发布：如NVIDIA新GPU，将定义HBM/LPDDR新规格。</li>
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</ul>
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</div>
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<div class="divider before:bg-gray-700 after:bg-gray-700"></div>
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<div>
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<h4 class="text-lg font-bold text-blue-300 mb-2">长期发展路径</h4>
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<ul class="list-decimal list-inside space-y-1 text-gray-300">
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<li><strong>当前-2026年 (AI驱动期):</strong> AI服务器拉动HBM/DDR5需求，量价齐升。</li>
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<li><strong>2026-2027年 (端侧接力期):</strong> AI PC/手机渗透率超50%，高容量LPDDR和NAND成主角。</li>
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<li><strong>2027年及以后 (国产成熟期):</strong> 国内厂商技术追平，进入全球竞争阶段。</li>
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</ul>
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</div>
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</div>
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<!-- Risks & Challenges -->
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<div class="glass rounded-3xl p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-6 font-orbitron text-red-400">潜在风险与挑战</h3>
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<div role="alert" class="alert bg-red-900/30 border-red-500/50 text-red-200 mb-4">
|
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">技术风险</h3>
|
||
<div class="text-xs">国内厂商在HBM、先进制程上的良率与成本控制是最大挑战。美国技术限制是悬顶之剑。</div>
|
||
</div>
|
||
</div>
|
||
<div role="alert" class="alert bg-yellow-900/30 border-yellow-500/50 text-yellow-200 mb-4">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">商业化风险</h3>
|
||
<div class="text-xs">AI需求若不及预期，或下游出现库存修正，将对价格造成严重冲击。行业周期性本质未变。</div>
|
||
</div>
|
||
</div>
|
||
<div role="alert" class="alert bg-blue-900/30 border-blue-500/50 text-blue-200">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">信息交叉验证风险 (明确矛盾点)</h3>
|
||
<div class="text-xs">早期价格预测(TrendForce)与后期实际走势存在矛盾。下游库存水平描述存在差异（抢购 vs 2-3季度库存），需审慎判断。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Insights -->
|
||
<section class="glass rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">综合结论与投资启示</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h4 class="text-lg font-bold text-green-300 mb-2">最具投资价值的细分环节</h4>
|
||
<ol class="list-decimal list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-white">HBM产业链的“卖铲人”(设备与材料):</strong> 确定性最高，资本开支刚性，逻辑最硬。</li>
|
||
<li><strong class="text-white">国产存储模组厂商:</strong> 业绩弹性最大，受益于“低价库存+高价销售”，但需紧盯价格拐点。</li>
|
||
<li><strong class="text-white">具备利基市场优势的芯片设计公司:</strong> 成长路径相对独立，具备穿越周期的潜力。</li>
|
||
</ol>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-bold text-yellow-300 mb-2">需重点跟踪的关键指标</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-white">价格指标:</strong> DRAM/NAND的合约价与现货价走势。</li>
|
||
<li><strong class="text-white">供给指标:</strong> 三星、SK海力士、美光的季度资本开支(CAPEX)和产能利用率。</li>
|
||
<li><strong class="text-white">需求指标:</strong> 全球云厂商资本开支、AI服务器出货量增速。</li>
|
||
<li><strong class="text-white">国产化指标:</strong> 长鑫HBM量产时间与良率，长江高端NAND导入情况。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<section class="glass rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">近期异动个股解析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra table-sm md:table-md">
|
||
<thead class="text-white">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>涨跌幅</th>
|
||
<th>日期</th>
|
||
<th class="w-2/3">异动原因解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>大港股份 (002077)</td>
|
||
<td class="text-red-400 font-bold">+10.01%</td>
|
||
<td>2025-11-12</td>
|
||
<td class="text-sm whitespace-pre-wrap"><strong>核心:</strong> 存储芯片价格跳涨+国产NAND良率突破触发β行情，资金涌入封测环节，公司因具备NAND/DRAM堆叠封装产能被选为弹性龙头。
|
||
<strong>驱动:</strong> ①价格拐点: DRAM合约价Q4上调，NAND现货价大涨。②国产替代: 长江存储良率提升，封测订单外溢。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>大为股份 (002213)</td>
|
||
<td class="text-red-400 font-bold">+7.23%</td>
|
||
<td>2025-06-17</td>
|
||
<td class="text-sm whitespace-pre-wrap"><strong>核心:</strong> 受益于行业重大利好“DDR4停产潮”。
|
||
<strong>驱动:</strong> 韩系及美光宣布DDR4将停产(EOL)，导致市场供给减少，DDR4现货价格单日跳涨近8%，作为存储芯片概念股受板块联动效应提振。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>雅创电子 (301099)</td>
|
||
<td class="text-red-400 font-bold">+8.05%</td>
|
||
<td>2025-09-29</td>
|
||
<td class="text-sm whitespace-pre-wrap"><strong>核心:</strong> 存储芯片行业全面上涨带动。
|
||
<strong>驱动:</strong> 三星、美光等巨头宣布上调价格20-30%，行业供需关系改善。公司主营芯片分销和电源管理IC设计，直接受益于行业景气度提升。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>同有科技 (300302)</td>
|
||
<td class="text-red-400 font-bold">+7.63%</td>
|
||
<td>2025-06-18</td>
|
||
<td class="text-sm whitespace-pre-wrap"><strong>核心:</strong> 存储芯片板块集体异动带动。
|
||
<strong>驱动:</strong> 与大为股份逻辑类似，受DDR4停产消息刺激，板块联动上涨。尽管公司基本面存在经营亏损和股东减持压力，但短期市场情绪更关注行业利好。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock List Table -->
|
||
<section class="glass rounded-3xl p-6 md:p-8">
|
||
<h3 class="text-2xl font-bold mb-6 font-orbitron text-cyan-300 glow-accent-text">产业链核心标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-white text-base">
|
||
<tr>
|
||
<th>产业链环节</th>
|
||
<th>股票名称</th>
|
||
<th>推荐原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- HBM -->
|
||
<tr><td rowspan="13" class="font-bold text-purple-300 align-top pt-4">HBM</td><td><a href="https://valuefrontier.cn/company?scode=300475" target="_blank" class="link link-hover">香农芯创 (300475)</a></td><td>电子元器件产品分销，拥有SK海力士、MTK、兆易创新等公司的授权代理权</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002156" target="_blank" class="link link-hover">通富微电 (002156)</a></td><td>国内规模最大、产品品种最多的集成电路封装测试企业之一</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600584" target="_blank" class="link link-hover">长电科技 (600584)</a></td><td>世界第三、中国大陆第一的芯片封测龙头，业务覆盖了高中低各种集成电路封测</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=600667" target="_blank" class="link link-hover">太极实业 (600667)</a></td><td>国内领先的半导体封测企业，DRAM封装龙头</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=000021" target="_blank" class="link link-hover">深科技 (000021)</a></td><td>国内最大的独立DRAM内存芯片封测企业，全球第二大硬盘磁头制造商</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688535" target="_blank" class="link link-hover">华海诚科 (688535)</a></td><td>国内极少数同时布局FC底填胶与液态塑封料的内资半导体封装材料厂商</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002409" target="_blank" class="link link-hover">雅克科技 (002409)</a></td><td>全球著名的磷酸酯阻燃剂生产企业，前驱体材料进入海力士供应链</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688012" target="_blank" class="link link-hover">中微公司 (688012)</a></td><td>面向全球的高端半导体微观加工设备公司</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688385" target="_blank" class="link link-hover">复旦微电 (688385)</a></td><td>公司在国内FPGA芯片设计领域处于领先地位，是国内最早推出亿门级FPGA产品的厂商</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002559" target="_blank" class="link link-hover">亚威股份 (002559)</a></td><td>中高端金属成形机床企业，钣金加工机床国内领先</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603002" target="_blank" class="link link-hover">宏昌电子 (603002)</a></td><td>国内电子级环氧树脂领域龙头公司</td></tr>
|
||
<tr><td>山东华鹏</td><td>“石岛”牌日用玻璃制品，国内设备装备水平和生产技术水平最高</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002579" target="_blank" class="link link-hover">中京电子 (002579)</a></td><td>国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商</td></tr>
|
||
|
||
<!-- 模组 -->
|
||
<tr><td rowspan="3" class="font-bold text-green-300 align-top pt-4">模组</td><td><a href="https://valuefrontier.cn/company?scode=301308" target="_blank" class="link link-hover">江波龙 (301308)</a></td><td>旗下Lexar存储卡全球市场份额第二、闪存盘全球第三，业绩弹性巨大</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688525" target="_blank" class="link link-hover">佰维存储 (688525)</a></td><td>国内少数同时掌握NAND/DRAM研发设计与封测制造的企业，市占率居前</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=001309" target="_blank" class="link link-hover">德明利 (001309)</a></td><td>在全球存储卡、存储盘等移动存储领域拥有一定市场份额</td></tr>
|
||
|
||
<!-- DRAM -->
|
||
<tr><td rowspan="3" class="font-bold text-blue-300 align-top pt-4">DRAM</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank" class="link link-hover">兆易创新 (603986)</a></td><td>主要产品为闪存芯片，半导体存储器领域领导企业</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300223" target="_blank" class="link link-hover">北京君正 (300223)</a></td><td>掌握嵌入式CPU核心技术并成功市场化的极少数本土企业之一</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688110" target="_blank" class="link link-hover">东芯股份 (688110)</a></td><td>中国大陆领先的存储芯片设计公司</td></tr>
|
||
|
||
<!-- NANDFLASH -->
|
||
<tr><td rowspan="2" class="font-bold text-yellow-300 align-top pt-4">NAND FLASH</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank" class="link link-hover">兆易创新 (603986)</a></td><td>主要产品为闪存芯片，半导体存储器领域领导企业</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688110" target="_blank" class="link link-hover">东芯股份 (688110)</a></td><td>中国大陆领先的存储芯片设计公司</td></tr>
|
||
|
||
<!-- NORFLASH -->
|
||
<tr><td rowspan="3" class="font-bold text-orange-300 align-top pt-4">NOR FLASH</td><td><a href="https://valuefrontier.cn/company?scode=603986" target="_blank" class="link link-hover">兆易创新 (603986)</a></td><td>主要产品为闪存芯片，半导体存储器领域领导企业</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688766" target="_blank" class="link link-hover">普冉股份 (688766)</a></td><td>国内重要的存储器芯片提供商之一，深耕于EEPROM行业</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688416" target="_blank" class="link link-hover">恒烁股份 (688416)</a></td><td>国内领先的NOR Flash存储芯片设计公司，延伸布局通用32位MCU芯片</td></tr>
|
||
|
||
<!-- EEPROM -->
|
||
<tr><td rowspan="2" class="font-bold text-cyan-300 align-top pt-4">EEPROM</td><td><a href="https://valuefrontier.cn/company?scode=688766" target="_blank" class="link link-hover">普冉股份 (688766)</a></td><td>国内重要的存储器芯片提供商之一，深耕于EEPROM行业</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688123" target="_blank" class="link link-hover">聚辰股份 (688123)</a></td><td>领先的集成电路产品的研发设计和销售企业，DDR5 SPD芯片出货量快速增长</td></tr>
|
||
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<footer class="text-center mt-12 text-gray-500 text-sm">
|
||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p>AI投研agent: 价小前投研 V1.0</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
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|
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|
||
priceTrendChart.setOption(priceTrendOption);
|
||
|
||
window.addEventListener('resize', function() {
|
||
marketSizeChart.resize();
|
||
priceTrendChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |