467 lines
34 KiB
HTML
467 lines
34 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="synthwave">
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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：钛合金概念</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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background-color: #0d0c22;
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background-image:
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radial-gradient(ellipse at 50% 0%, rgba(30, 30, 80, 0.4) 0%, rgba(13, 12, 34, 0) 70%),
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center space-y-4">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-purple-400 via-cyan-300 to-indigo-400 animate-pulse">
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钛合金概念深度研报
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</h1>
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<p class="text-lg text-indigo-200">
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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” 呈现
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</p>
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</header>
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<!-- Core Insight -->
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<main class="space-y-12">
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<!-- Executive Summary -->
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<section id="summary" class="glass-card rounded-3xl p-6 md:p-8 turrell-glow">
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<h2 class="text-2xl md:text-3xl font-bold mb-4 text-cyan-300 section-title">01 / 核心观点摘要</h2>
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<p class="text-base md:text-lg text-gray-300 leading-relaxed">
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钛合金概念正经历从单一高端应用向<strong class="text-purple-300">“消费电子爆发”与“尖端制造深化”</strong>双轮驱动的黄金发展期。其核心驱动力在于材料的优异性能与下游应用场景的升级需求高度契合，而加工技术（尤其是3D打印）的进步和成本下降正在加速其商业化进程。当前，市场正从主题炒作向基本面驱动过渡，未来潜力取决于消费电子的需求稳定性和军工、深海等高端领域的订单兑现速度。
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</p>
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</section>
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<!-- Core Logic & Market Perception -->
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<section id="core-logic" class="glass-card rounded-3xl p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 section-title">02 / 核心逻辑与市场认知</h2>
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<div class="space-y-6 text-gray-300 leading-loose">
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<div>
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<h3 class="text-xl font-semibold text-indigo-300 mb-2">核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 pl-2">
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<li><strong class="text-purple-300">性能驱动的“消费升级”：</strong>在消费电子领域，钛合金的核心价值在于<strong class="text-white">轻量化</strong>和<strong class="text-white">高端化</strong>。在手机性能趋于同质化的背景下，材料创新成为品牌差异化竞争的关键。苹果iPhone 15 Pro减重10%的成功案例，为安卓厂商提供了明确的追随路径。</li>
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<li><strong class="text-purple-300">“别无选择”的刚性需求：</strong>在深海和航空航天领域，钛合金是<strong class="text-white">“必需品”</strong>而非“消费品”。水下装备下潜至一定深度“必须使用钛合金”，其耐高压、抗腐蚀特性是钢、铝合金无法替代的。这部分需求由国家战略驱动，具备极强的确定性和高壁垒。</li>
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<li><strong class="text-purple-300">技术进步驱动的“成本经济性”：</strong>加工难度大、成本高是核心瓶颈。两大因素正在打破此瓶颈：<strong class="text-white">上游原材料（海绵钛）降价</strong>，以及<strong class="text-white">3D打印（增材制造）</strong>的崛起。3D打印钛合金粉末价格已腰斩，对于铰链等复杂结构件，成本优势尤为明显。</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-indigo-300 mb-2">市场热度与预期差分析</h3>
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<div class="space-y-4">
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<div class="p-4 bg-black bg-opacity-20 rounded-xl border border-indigo-900">
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<h4 class="font-bold text-purple-300">盈利预期差</h4>
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<p>市场可能低估了头部供应商的盈利弹性。关键信息显示，海绵钛成本腰斩，但苹果等大客户并未要求降价，使得部分供应商净利率测算高达45%。市场普遍认知停留在“量增”，但忽略了上游成本下降带来的<strong class="text-white">“利增”超预期</strong>可能。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl border border-indigo-900">
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<h4 class="font-bold text-purple-300">需求结构预期差</h4>
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<p>市场对消费电子的关注度远高于军工和深海。然而，深海空间站（500亿）、冷泉项目（300亿）等单一项目带来的需求体量巨大且确定性高。消费电子需求存在易变性，而<strong class="text-white">深海、军工等领域的长期需求基石</strong>可能比市场预期的更为坚实。</p>
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</div>
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<div class="p-4 bg-black bg-opacity-20 rounded-xl border border-indigo-900">
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<h4 class="font-bold text-purple-300">技术路径预期差</h4>
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<p>市场普遍认为3D打印将全面替代CNC，但未来是<strong class="text-white">多种工艺并存、协同发展</strong>的格局，而非简单的线性替代。专注于特定工艺环节（如研磨抛光）的公司同样具备投资价值。</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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<!-- Bento Grid - Key Application Areas -->
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<section id="applications">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 section-title text-center">03 / 核心应用领域</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4 gap-6">
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<!-- Consumer Electronics -->
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<div class="glass-card rounded-3xl p-6 bento-cell md:col-span-2 lg:col-span-2 space-y-3">
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<h3 class="text-xl font-bold text-purple-300">消费电子：从“新贵”到“标配”</h3>
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<p class="text-sm text-gray-300">由苹果iPhone 15 Pro引爆，轻量化和高端质感成为核心卖点。华为、小米、荣耀、OPPO等迅速跟进，应用从旗舰机中框向折叠屏铰链、手表、平板等延伸，价格持续下探。</p>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-sm italic">"由苹果扩展到其他品牌手机、由旗舰产品向下覆盖...消费类电子钛合金新‘潮’迭起，200亿美元市场放量加速。" - 新闻数据</blockquote>
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</div>
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<!-- 3D Printing -->
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<div class="glass-card rounded-3xl p-6 bento-cell space-y-3">
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<h3 class="text-xl font-bold text-purple-300">3D打印：技术破局点</h3>
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<p class="text-sm text-gray-300">解决钛合金传统CNC加工难度大、成本高的核心痛点。尤其在折叠屏铰链等复杂结构件上优势明显，被视为“确定产业趋势”，是2024-2026年放量加速的关键技术。</p>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-sm italic">"OPPO Find N5 钛合金天穹铰链...由3D打印行业龙头企业铂力特联合研制。" - 新闻数据</blockquote>
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</div>
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<!-- Charts -->
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<div class="glass-card rounded-3xl p-6 bento-cell md:col-span-1 lg:col-span-1">
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<h3 class="text-xl font-bold text-purple-300 text-center">潜在市场空间</h3>
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<div id="market-size-chart" class="w-full h-52"></div>
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</div>
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<!-- Deep Sea Tech -->
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<div class="glass-card rounded-3xl p-6 bento-cell space-y-3">
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<h3 class="text-xl font-bold text-purple-300">深海科技：刚性需求核心</h3>
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<p class="text-sm text-gray-300">水下装备下潜至一定深度，“必须使用钛合金”。UUV（无人潜航器）井喷放量，全球首个2000米深海空间站开建，为钛合金打开巨大且长期的成长空间。</p>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-sm italic">"十五五期间预计钛板在深海装备制造中进入快速放量周期，预计年营收空间15-20亿。" - 金天钛业路演</blockquote>
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</div>
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<!-- Aerospace -->
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<div class="glass-card rounded-3xl p-6 bento-cell md:col-span-2 lg:col-span-2 space-y-3">
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<h3 class="text-xl font-bold text-purple-300">航空航天：高端基石</h3>
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<p class="text-sm text-gray-300">钛合金的传统“主战场”。受益于军机更新换代、C919大飞机和国产发动机量产爬坡，需求确定性强。航材股份签订21亿元长期合同，彰显行业高景气度。</p>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-sm italic">"未来10年我国航空航天用钛材需求量预计约为103.46万吨。" - 金天钛业研报</blockquote>
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</div>
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<!-- Emerging Fields -->
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<div class="glass-card rounded-3xl p-6 bento-cell space-y-3">
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<h3 class="text-xl font-bold text-purple-300">新兴领域：未来之光</h3>
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<p class="text-sm text-gray-300">在人形机器人（传感器）、可控核聚变（真空室部件）、高端医疗（植入物）等前沿领域开始应用，凭借其轻量化、高强度和生物相容性，打开远期想象空间。</p>
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<blockquote class="border-l-4 border-cyan-400 pl-4 text-sm italic">"华力创科学联合铂力特，基于高强度特殊合金材料...进行跨时代性的六维力传感器开发。" - 新闻数据</blockquote>
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</div>
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</div>
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</section>
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<!-- Development Path -->
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<section id="path">
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<h2 class="text-2xl md:text-3xl font-bold mb-10 text-cyan-300 section-title text-center">04 / 未来发展路径与催化剂</h2>
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<div class="relative max-w-4xl mx-auto">
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<div class="timeline">
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<div class="grid grid-cols-2 gap-x-8">
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<!-- Phase 1 -->
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<div class="timeline-item timeline-left text-right">
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<div class="timeline-content">
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<h4 class="font-bold text-lg text-purple-300">第一阶段 (2024-2026)</h4>
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<p class="text-sm text-gray-300">消费电子引领，3D打印突破。以苹果、华为旗舰机为核心，渗透率持续提升。3D打印在铰链等复杂件上实现商业化。</p>
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<p class="mt-2 text-xs text-cyan-400"><strong>催化剂:</strong> 华为Mate 70发布、苹果iPhone 16销量</p>
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</div>
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</div>
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<div></div>
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<!-- Phase 2 -->
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<div></div>
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<div class="timeline-item timeline-right text-left">
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<div class="timeline-content">
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<h4 class="font-bold text-lg text-purple-300">第二阶段 (2026-2028)</h4>
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<p class="text-sm text-gray-300">“十五五”军工放量，民机、深海接力。军机换代、深海空间站建设进入高峰期，C919大飞机交付量提升。</p>
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<p class="mt-2 text-xs text-cyan-400"><strong>催化剂:</strong> 深海装备重大合同公告、C919国产材料认证</p>
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</div>
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</div>
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<!-- Phase 3 -->
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<div class="timeline-item timeline-left text-right">
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<div class="timeline-content">
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<h4 class="font-bold text-lg text-purple-300">第三阶段 (2028年以后)</h4>
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<p class="text-sm text-gray-300">多领域全面开花，成本驱动普及。技术成熟和规模效应使成本降低，应用拓展至人形机器人、核电、高端民用等市场。</p>
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<p class="mt-2 text-xs text-cyan-400"><strong>催化剂:</strong> 人形机器人商业化、新材料技术突破</p>
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</div>
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</div>
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<div></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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<!-- Industry Chain -->
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<section id="industry-chain" x-data="{ tab: 'players' }">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 section-title text-center">05 / 产业链深度剖析</h2>
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<div class="tabs tabs-boxed justify-center mb-6 bg-black bg-opacity-20">
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<a class="tab tab-lg" :class="{'tab-active': tab === 'players'}" @click.prevent="tab = 'players'">核心玩家对比</a>
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<a class="tab tab-lg" :class="{'tab-active': tab === 'risks'}" @click.prevent="tab = 'risks'">潜在风险与挑战</a>
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</div>
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<div x-show="tab === 'players'">
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<div class="space-y-8">
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<!-- visual chain -->
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<div class="flex flex-col md:flex-row justify-between items-center space-y-4 md:space-y-0 md:space-x-4 text-center">
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<div class="glass-card rounded-2xl p-4 flex-1 w-full">
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<h4 class="font-bold text-indigo-300">上游：原材料</h4>
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<p class="text-sm">海绵钛、钛合金粉末</p>
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</div>
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<div class="text-2xl text-cyan-400 animate-pulse hidden md:block">>></div>
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<div class="text-2xl text-cyan-400 animate-pulse md:hidden rotate-90">>></div>
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<div class="glass-card rounded-2xl p-4 flex-1 w-full">
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<h4 class="font-bold text-indigo-300">中游：材料制备与加工</h4>
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<p class="text-sm">棒/板材、加工设备、3D打印</p>
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</div>
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<div class="text-2xl text-cyan-400 animate-pulse hidden md:block">>></div>
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<div class="text-2xl text-cyan-400 animate-pulse md:hidden rotate-90">>></div>
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<div class="glass-card rounded-2xl p-4 flex-1 w-full">
|
||
<h4 class="font-bold text-indigo-300">下游：终端应用</h4>
|
||
<p class="text-sm">消费电子、航空航天、深海</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- player comparison -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||
<div class="glass-card rounded-2xl p-6 border-2 border-purple-500">
|
||
<h4 class="text-xl font-bold text-purple-300">领导者</h4>
|
||
<p class="font-semibold mt-2">宝钛股份</p>
|
||
<p class="text-sm text-gray-400 mt-2">产业链最完整，产能规模最大，覆盖领域最广。行业龙头，但体量大，业绩弹性可能相对较小。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="text-xl font-bold text-cyan-300">弹性追赶者</h4>
|
||
<p class="font-semibold mt-2">天工股份 / 西部材料</p>
|
||
<p class="text-sm text-gray-400 mt-2">分别深度绑定<strong class="text-white">苹果供应链</strong>和<strong class="text-white">深海军工</strong>赛道，是细分领域的“弹性之王”，逻辑清晰，壁垒高。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="text-xl font-bold text-cyan-300">技术赋能者</h4>
|
||
<p class="font-semibold mt-2">铂力特 / 华曙高科</p>
|
||
<p class="text-sm text-gray-400 mt-2">3D打印赛道的“卖铲人”，作为核心技术提供商，受益于整个加工工艺变革，成长路径更平滑。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="text-xl font-bold text-cyan-300">新锐力量</h4>
|
||
<p class="font-semibold mt-2">金天钛业</p>
|
||
<p class="text-sm text-gray-400 mt-2">专注于航空航天棒材，技术实力强，深度参与新一代军机和深海供应链，是典型的“小而美”高成长追赶者。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'risks'" style="display: none;">
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="text-xl font-bold text-red-400 mb-2 flex items-center"><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>技术风险</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300 text-sm">
|
||
<li><strong>加工瓶颈：</strong>深海用大尺寸、厚板材的焊接与均匀性控制仍是中国追赶俄罗斯的技术难点。</li>
|
||
<li><strong>散热性能：</strong>钛合金散热性弱于铝/不锈钢，可能成为其在高性能消费电子中应用的技术制约。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h4 class="text-xl font-bold text-red-400 mb-2 flex items-center"><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>商业化风险</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300 text-sm">
|
||
<li><strong>需求波动：</strong>消费电子需求高度依赖头部厂商。苹果对iPhone 17/18材料方案的摇摆是最大不确定性。</li>
|
||
<li><strong>成本与替代：</strong>钛合金依然昂贵，钛铝复合材料、镁合金等存在潜在替代风险。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6 md:col-span-2">
|
||
<h4 class="text-xl font-bold text-yellow-400 mb-2 flex items-center"><svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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>信息交叉验证风险 (最关键矛盾)</h4>
|
||
<p class="text-gray-300 text-sm">关于<strong class="text-white">苹果未来机型是否使用钛合金</strong>，不同路演信息存在<strong class="text-red-400">直接冲突</strong>。天工股份路演明确指出“iPhone 17 Pro/Max换用铝合金”，而兴证路演则称“iPhone 18 Pro/Pro Max回归钛合金概率>90%”。这表明苹果的材料方案存在高度不确定性，对相关供应商的远期订单构成重大风险，投资者需对供应链信息保持极高警惕。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<!-- Stocks Table -->
|
||
<section id="stocks">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-cyan-300 section-title text-center">06 / 相关标的梳理</h2>
|
||
|
||
<div class="glass-card rounded-3xl p-4 md:p-6 overflow-x-auto">
|
||
<h3 class="text-xl font-bold text-indigo-300 mb-4">产业链核心公司</h3>
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<!-- Data from stocks.json -->
|
||
<tr><td>铂力特</td><td><a href='https://valuefrontier.cn/company?scode=688333' target='_blank' class='link link-hover text-purple-300'>688333</a></td><td>公司3D打印产品已应用于消费电子行业，公司会继续拓展各行业的布局，提升产品服务深度和广度。</td><td>3D打印设备</td></tr>
|
||
<tr><td>华曙高科</td><td><a href='https://valuefrontier.cn/company?scode=688433' target='_blank' class='link link-hover text-purple-300'>688433</a></td><td>公司3D打印钛合金导入消费电子。</td><td>3D打印设备</td></tr>
|
||
<tr><td>光韵达</td><td><a href='https://valuefrontier.cn/company?scode=300227' target='_blank' class='link link-hover text-purple-300'>300227</a></td><td>手机新品用到钛合金的3D打印结构件，这一工艺变革有望给3D打印行业带来机遇。</td><td>3D打印设备</td></tr>
|
||
<tr><td>银邦股份</td><td><a href='https://valuefrontier.cn/company?scode=300337' target='_blank' class='link link-hover text-purple-300'>300337</a></td><td>公司去年作为安卓系唯一家钛合金中框供应商为小米14钛合金版供货，今年将为华为MATE 70供应。</td><td>抛光设备材料</td></tr>
|
||
<tr><td>金太阳</td><td><a href='https://valuefrontier.cn/company?scode=300606' target='_blank' class='link link-hover text-purple-300'>300606</a></td><td>为客户提供精密研磨抛光与精密结构件制造综合解决方案的专业企业。</td><td>抛光设备材料</td></tr>
|
||
<tr><td>鼎泰高科</td><td><a href='https://valuefrontier.cn/company?scode=301377' target='_blank' class='link link-hover text-purple-300'>301377</a></td><td>公司是3D钛合金打印刀具龙头，在钛合金加工刀具方面已有相应的技术储备。</td><td>抛光设备材料</td></tr>
|
||
<tr><td>宇环数控</td><td><a href='https://valuefrontier.cn/company?scode=002903' target='_blank' class='link link-hover text-purple-300'>002903</a></td><td>公司产品可广泛应用于玻璃、不锈钢、钛合金等硬脆性材料的研磨和抛光。</td><td>抛光设备材料</td></tr>
|
||
<tr><td>科森科技</td><td><a href='https://valuefrontier.cn/company?scode=603626' target='_blank' class='link link-hover text-purple-300'>603626</a></td><td>公司有智能手机钛合金边框加工工艺。</td><td>抛光设备材料</td></tr>
|
||
<tr><td>哈森股份</td><td><a href='https://valuefrontier.cn/company?scode=603958' target='_blank' class='link link-hover text-purple-300'>603958</a></td><td>子公司为苹果、华为等提供手机边框代加工服务。</td><td>抛光设备材料</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-4 md:p-6 overflow-x-auto mt-8">
|
||
<h3 class="text-xl font-bold text-indigo-300 mb-4">涨停驱动分析</h3>
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-base text-cyan-300">
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300 align-top">
|
||
<!-- Data from rise_analysis -->
|
||
<tr><td>神剑股份 (<a href='https://valuefrontier.cn/company?scode=002361' target='_blank' class='link link-hover text-purple-300'>002361</a>)</td><td>2025-07-29</td><td>10.03%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> 斩获兵器集团3.2亿元航空钛合金订单，叠加工信部《航空材料升级行动计划》催化，机构席位净买入1.1亿元，确认军工钛合金赛道景气拐点。</td></tr>
|
||
<tr><td>东尼电子 (<a href='https://valuefrontier.cn/company?scode=603595' target='_blank' class='link link-hover text-purple-300'>603595</a>)</td><td>2025-08-29</td><td>9.99%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> 苹果iPhone 17与华为三折叠屏“双旗舰”备货启动，公司作为钛合金中框高强合金线材与折叠屏极细合金线材双料供应商，资金集中抢筹补涨。</td></tr>
|
||
<tr><td>派克新材 (<a href='https://valuefrontier.cn/company?scode=605123' target='_blank' class='link link-hover text-purple-300'>605123</a>)</td><td>2025-11-06</td><td>10.00%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> “军工钛合金环锻件”订单提前兑现+融资余额历史新高确认预付款到账，触发资金抢筹。同时受益于燃气轮机和可控核聚变概念。</td></tr>
|
||
<tr><td>工业富联 (<a href='https://valuefrontier.cn/company?scode=601138' target='_blank' class='link link-hover text-purple-300'>601138</a>)</td><td>2025-09-11</td><td>10.01%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> “甲骨文AI云订单外溢+英伟达NVL72机柜排产上修+iPhone17钛合金中框增量”三则产业级利好同步落地，资金抢筹封板。</td></tr>
|
||
<tr><td>应流股份 (<a href='https://valuefrontier.cn/company?scode=603308' target='_blank' class='link link-hover text-purple-300'>603308</a>)</td><td>2025-07-17</td><td>10.01%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> Joby迪拜60亿美元eVTOL订单催化，应流股份作为航空级钛合金/高温合金结构件稀缺供应商被资金抢筹。</td></tr>
|
||
<tr><td>西部超导 (<a href='https://valuefrontier.cn/company?scode=688122' target='_blank' class='link link-hover text-purple-300'>688122</a>)</td><td>2025-10-09</td><td>20.00%</td><td class="text-sm whitespace-normal"><strong>核心:</strong> “可控核聚变首单3.4亿元偏滤器合同+航发钛合金2026-28批产目录”双订单落地触发，资金抢筹20cm涨停。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center text-xs text-gray-500 pt-8">
|
||
<p>免责声明：本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成。</p>
|
||
<p>报告内容基于公开信息、路演、研报及新闻数据，通过AI算法进行分析与呈现。所有信息仅供参考，不构成任何投资建议，投资需谨慎。</p>
|
||
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|
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|
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