518 lines
34 KiB
HTML
518 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>深度行研 | 5G毫米波</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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<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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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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background-attachment: fixed;
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(12px);
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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) scale(1.01);
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box-shadow: 0 0 30px rgba(79, 70, 229, 0.4);
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}
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(12, 1fr);
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font-size: 1.5rem;
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font-weight: 600;
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color: #c7d2fe;
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margin-bottom: 1rem;
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border-radius: 2px;
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color: #d1d5db;
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}
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.prose-custom h3 { color: #e5e7eb; margin-top: 1.5rem; }
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.prose-custom h4 { color: #c7d2fe; margin-top: 1.25rem;}
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padding-left: 2rem;
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margin-bottom: 1.5rem;
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margin-bottom: 0;
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position: absolute;
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left: -2.5rem;
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top: 0.25rem;
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height: 1rem;
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width: 1rem;
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border-radius: 9999px;
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background-color: #818cf8;
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border: 2px solid #020010;
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}
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</style>
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</head>
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<body class="text-gray-300">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center py-8 mb-8">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-indigo-400 via-purple-400 to-indigo-400 animate-pulse">
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深度行研 | 5G毫米波
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</h1>
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<p class="mt-4 text-lg md:text-xl text-indigo-200">探索下一代通信的脉搏与投资版图</p>
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<p class="text-xs mt-4 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>
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</header>
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<main class="bento-grid">
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<div class="bento-item-1 glass-card rounded-3xl p-6 flex flex-col justify-center">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="prose-custom text-sm">
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<p>5G毫米波概念正处于<strong>应用场景分化</strong>与<strong>商业化路径探索</strong>的关键阶段。其核心驱动力已从早期对消费电子市场的普适性预期,转向由<code>政策强力引导</code>下的<strong>垂直行业应用</strong>(如低空经济、专网、自动驾驶)的精准突破。当前市场热度高涨,但存在对消费级市场过度乐观的预期差,真正的投资潜力在于那些能够解决特定行业痛点、具备先发优势的核心技术与组件供应商。</p>
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</div>
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</div>
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<div class="bento-item-2 glass-card rounded-3xl p-6">
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<h2 class="section-title">概念事件脉络</h2>
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<div class="timeline text-sm">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-semibold text-indigo-300">技术奠基期 (2015年起)</p>
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<p class="text-gray-400">中兴等启动研发,创远信科等奠定测量基础。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-semibold text-indigo-300">政策催化期 (2024年至今)</p>
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<p class="text-gray-400">国家方案出台,专网牌照发放,市场关注度升温。</p>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<p class="font-semibold text-indigo-300">应用探索与分化期 (2024-2025年)</p>
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<p class="text-gray-400">消费电子端预期与现实博弈,垂直行业端(低空经济、自动驾驶、工业)加速落地。</p>
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</div>
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</div>
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</div>
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<div class="bento-item-3 glass-card rounded-3xl p-6">
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<h2 class="section-title">核心驱动力</h2>
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<div class="prose-custom prose-sm">
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<ul>
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<li><strong>技术内生需求:</strong> 5G/6G对超大带宽、超低时延的极致追求,毫米波是实现Gbps级速率的关键。</li>
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<li><strong>国家政策强力驱动:</strong> 《“扬帆”行动升级方案》与专网牌照发放,提供顶层设计和商业入口。</li>
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<li><strong>新兴场景“杀手级”应用牵引:</strong> “低空经济”和“通感一体化”成为最具想象力的商业场景。</li>
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<li><strong>产业链技术成熟度提升:</strong> 从芯片到模组,多个环节已实现“批量出货”,具备商业化基础。</li>
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</ul>
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</div>
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</div>
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<div class="bento-item-4 glass-card rounded-3xl p-6">
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<h2 class="section-title">市场热度与预期差</h2>
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<div class="prose-custom prose-sm">
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<p>市场关注度<strong>非常高</strong>,情绪整体<strong>乐观但存在结构性分歧</strong>。</p>
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<h4>预期差分析:</h4>
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<ol>
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<li><strong>消费级 vs. 行业级:</strong> 最大的预期差。市场可能仍受“手机必须上毫米波”的叙事影响,而实际突破口在To B/G端(专网、低空、军事)。苹果iPhone 16的减配行为是重要信号。</li>
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<li><strong>商业化节奏:</strong> 从政策试点到大规模商业部署仍需时间,市场短期可能过于乐观。</li>
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<li><strong>技术融合:</strong> 市场可能低估了“5G毫米波通信”与“毫米波雷达”的技术同源性和产业链重叠性,“通感一体化”是必然趋势。</li>
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</ol>
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</div>
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</div>
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<div class="bento-item-5 glass-card rounded-3xl p-6">
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<h2 class="section-title">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 prose-custom prose-sm">
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<div>
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<h4>近期催化剂 (未来3-6个月)</h4>
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<ul>
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<li>第二批毫米波专网牌照发放</li>
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<li>低空经济试点城市扩展与标志性项目落地</li>
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<li>交通毫米波雷达国家标准正式发布</li>
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<li>头部公司发布标志性商用解决方案</li>
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</ul>
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</div>
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<div>
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<h4>长期发展路径</h4>
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<ul class="steps steps-vertical">
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<li class="step step-primary"><strong>当前-2026年:</strong> 垂直深耕与标杆打造 (专网/低空/车路协同)</li>
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<li class="step step-primary"><strong>2026-2028年:</strong> 应用融合与网络扩展 (通感一体/城市热点)</li>
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<li class="step"><strong>2028年以后:</strong> 成本优化与普惠应用 (消费级回归/6G基础)</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bento-item-6 glass-card rounded-3xl p-6">
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<h2 class="section-title">产业链深度剖析</h2>
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<div id="echarts-graph" style="width: 100%; height: 250px;"></div>
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<div class="prose-custom prose-sm mt-4">
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<h4>核心玩家对比:</h4>
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<ul>
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<li><strong>领导者 (平台型):</strong> <code>中兴通讯</code> (全栈能力,产业链中枢)</li>
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<li><strong>核心技术“卖水者”:</strong> <code>铖昌科技</code> (T/R芯片,技术壁垒高,逻辑纯粹)</li>
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<li><strong>进展验证者 (组件):</strong> <code>电连技术</code>, <code>武汉凡谷</code> (已批量出货,行业“金丝雀”)</li>
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<li><strong>跨界应用领先者 (汽车):</strong> <code>海特高新</code>, <code>联合光电</code> (商业化落地进度代表)</li>
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</ul>
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<h4>验证与证伪:</h4>
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<blockquote>
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<strong>消费电子驱动逻辑存在重大不确定性。</strong> 电连技术对毫米波手机的乐观预期,与新闻中iPhone 16减配、苹果自研芯片暂不支持毫米波的现实形成鲜明对比,这是一个关键的交叉验证风险点。
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</blockquote>
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</div>
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</div>
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<div class="bento-item-7 glass-card rounded-3xl p-6">
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<h2 class="section-title">潜在风险与挑战</h2>
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<div class="prose-custom prose-sm">
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<h4>技术风险:</h4>
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<ul>
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<li><strong>覆盖与成本矛盾:</strong> 路径损耗大、覆盖范围有限,部署成本高昂。</li>
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<li><strong>核心芯片国产化:</strong> 高端毫米波芯片自主可控仍是长期挑战。</li>
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</ul>
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<h4>商业化风险:</h4>
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<ul>
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<li><strong>“杀手级”应用落地不及预期:</strong> 低空经济等尚处试点,商业模式待验证。</li>
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</ul>
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<h4>政策与竞争风险:</h4>
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<ul>
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<li><strong>政策落地节奏:</strong> 频谱规划、牌照发放的节奏直接决定发展速度。</li>
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<li><strong>国际竞争:</strong> 面临Keysight、Qorvo等国际巨头竞争。</li>
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</ul>
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</div>
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</div>
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<div class="bento-item-8 glass-card rounded-3xl p-6">
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<h2 class="section-title">综合结论与投资启示</h2>
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<div class="prose-custom prose-sm">
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<p>5G毫米波已<strong>超越纯粹主题炒作,进入早期基本面兑现阶段</strong>,呈现典型的“<strong>结构性行情</strong>”特征:行业应用(To B/G)热火朝天,消费应用(To C)乍暖还寒。</p>
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<h4>最具投资价值的细分环节:</h4>
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<ol>
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<li><strong>上游核心芯片与材料:</strong> 技术壁垒最高,确定性最强,是“卖铲子”的逻辑 (如:<code>铖昌科技</code>)。</li>
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<li><strong>低空经济/专网解决方案:</strong> 政策支持最明确,商业模式最清晰 (如:<code>中兴通讯</code>)。</li>
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<li><strong>车载4D毫米波雷达:</strong> 独立高速增长赛道,产业链协同性强 (如:<code>联合光电</code>)。</li>
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</ol>
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</div>
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</div>
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</main>
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<section class="mt-8">
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<div class="collapse collapse-plus glass-card rounded-3xl">
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<input type="checkbox" />
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<div class="collapse-title text-xl font-medium text-indigo-300">
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点击展开 / 收起 原始情报数据
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</div>
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<div class="collapse-content">
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<div class="space-y-4 p-4">
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<!-- News Data -->
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<div class="collapse collapse-arrow bg-base-200/50 rounded-box">
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<input type="radio" name="my-accordion-2" checked="checked" />
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<div class="collapse-title font-medium">新闻数据</div>
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<div class="collapse-content prose-custom prose-sm">
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<h4>终端设备与芯片</h4>
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<ul>
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<li><strong>iPhone 16 5G毫米波设计变更:</strong> TechInsights分析显示,毫米波AiP被重新安置,无线电数量减半,且没有为毫米波提供空间分集。</li>
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<li><strong>苹果自研5G芯片:</strong> 首个版本不支持毫米波技术,可能将继续依赖高通。</li>
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<li><strong>自动驾驶芯片:</strong> 海特高新参股公司华芯科技具有自动驾驶激光雷达5G毫米波芯片成熟工艺,已批量出货。</li>
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<li><strong>无线隔离芯片:</strong> 德氪微电子发布全球首创USB3.0/5G以太网毫米波无线隔离芯片。</li>
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</ul>
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<h4>网络技术、产业政策与标准</h4>
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<ul>
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<li><strong>国家政策推动:</strong> 工信部等十二部门发文,要求“加快5G毫米波端到端产业链成熟”。</li>
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<li><strong>专网牌照发放:</strong> 工信部即将发放第二批毫米波专网频率许可,涵盖港口、制造业、电网等领域。</li>
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<li><strong>基站技术测试:</strong> 中兴通讯完成RAN AI在高低频的关键技术测试,包括毫米波智能波束选择。</li>
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<li><strong>雷达国家标准:</strong> 《交通信息采集路侧毫米波雷达交通状态检测器》国标进入征求意见阶段。</li>
|
||
</ul>
|
||
<h4>相关产业链与产品供应</h4>
|
||
<ul>
|
||
<li><strong>电连技术:</strong> 适配毫米波的高频高速产品已向海外客户批量出货。</li>
|
||
<li><strong>武汉凡谷:</strong> 部分毫米波产品在批量供应,如E-Band微波器件/天线。</li>
|
||
<li><strong>通宇通讯:</strong> 卫星通讯业务基于微波及毫米波技术。</li>
|
||
</ul>
|
||
<h4>毫米波雷达及相关应用</h4>
|
||
<ul>
|
||
<li><strong>光子毫米波雷达:</strong> 南开大学等研制出薄膜铌酸锂光子毫米波雷达芯片,为6G等奠定基础。</li>
|
||
<li><strong>车载毫米波雷达:</strong> 联合光电、豪恩汽电、超声电子等在4D毫米波雷达领域有产品、技术储备或PCB供应。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<!-- Roadshow Data -->
|
||
<div class="collapse collapse-arrow bg-base-200/50 rounded-box">
|
||
<input type="radio" name="my-accordion-2" />
|
||
<div class="collapse-title font-medium">路演数据</div>
|
||
<div class="collapse-content prose-custom prose-sm">
|
||
<ul>
|
||
<li><strong>开源证券 (2024-02-06):</strong> 4D成像毫米波雷达是自动驾驶最佳辅助,核心优势是全天候感知能力。</li>
|
||
<li><strong>创远信科 (2025-05-08):</strong> 5G毫米波(FR2)专网牌照已发放,低空经济(无人机感知)或成杀手锏应用,但大规模投资依赖杀手级应用出现。</li>
|
||
<li><strong>东吴计算机 (2024-05-12):</strong> 毫米波(26GHz)用于高密度场景,已试点专网。产业链增量在毫米波设备。风险是推广缓慢。</li>
|
||
<li><strong>Peraso, Inc. (2025-03-20):</strong> 展示了毫米波在FWA、军事通信和AI边缘计算的商业化进展,预期2025年Q1毫米波收入超2024全年。</li>
|
||
<li><strong>国君机械 (2025-03-06):</strong> 5G毫米波通信用于300-1000米空域,满足低空经济大容量、低延迟需求。风险是覆盖成本及信号稳定性。</li>
|
||
<li><strong>中国联通 (2024-05-14):</strong> 国内尚未发放(公网)牌照,技术优势需待政策落地。</li>
|
||
<li><strong>中信建投通信 (2024-03-31):</strong> 5.5G/6G通过高频段(毫米波/太赫兹)实现被动感知。推荐铖昌科技等毫米波射频芯片厂商。</li>
|
||
<li><strong>电连技术 (2024-04-23):</strong> 预计2024Q4-2025H1 5G毫米波落地,带动手机及智能驾驶需求。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<!-- Research Report Data -->
|
||
<div class="collapse collapse-arrow bg-base-200/50 rounded-box">
|
||
<input type="radio" name="my-accordion-2" />
|
||
<div class="collapse-title font-medium">研报数据</div>
|
||
<div class="collapse-content prose-custom prose-sm">
|
||
<ul>
|
||
<li><strong>(2025-04-25):</strong> 专题报告指出5G首次引入毫米波(24-100GHz),基站采用混合波束成形架构,面临波束管理、校准等挑战,未来向更高频段、全数字架构演进。</li>
|
||
<li><strong>(2024-08-24):</strong> 公司报告强调掌握毫米波微系统全链条核心技术,可拓宽至天基互联、卫星通信等场景,T/R组件业务同比增长100%。</li>
|
||
<li><strong>(2024-07-30):</strong> 美格智能发布新款5G-A毫米波MiFi解决方案SRT875X。潜在关联:FWA是毫米波重要应用场景。</li>
|
||
<li><strong>(2024-01-30):</strong> 4D成像毫米波雷达报告。与5G毫米波共享高频段物理特性,技术基础相通。射频半导体工艺(RFCMOS/SiGe)和产业链高度重叠。5G V2X是毫米波在汽车的核心应用,与雷达形成“通信+感知”融合方案。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="mt-12 glass-card rounded-3xl p-6">
|
||
<h2 class="section-title">涨幅异动分析</h2>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-arrow bg-base-200/50 rounded-box text-sm">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">
|
||
南京聚隆 (300644) - <span class="text-error">20.01%</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="font-semibold">核心结论:</p>
|
||
<p>工信部车载毫米波雷达新规叠加中东10亿美元eVTOL大单,触发资金对公司“77 GHz毫米波雷达用PEEK复材+eVTOL机身复材”稀缺业务的再定价,形成20 cm涨停。</p>
|
||
<p class="font-semibold mt-2">驱动概念:</p>
|
||
<p>毫米波雷达 + eVTOL + PEEK材料</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-base-200/50 rounded-box text-sm">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">
|
||
本川智能 (300964) - <span class="text-error">20.0%</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="font-semibold">核心结论:</p>
|
||
<p>因“工信部揭榜挂帅”中标毫米波/太赫兹超低损耗PCB量产项目叠加获北美头部客户小批量订单,机构资金确认其高端产能稀缺性与海外验证闭环,合力推升20cm涨停。</p>
|
||
<p class="font-semibold mt-2">驱动概念:</p>
|
||
<p>6G + AI-RAN + 高端PCB</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow bg-base-200/50 rounded-box text-sm">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">
|
||
国博电子 (688375) - <span class="text-error">16.51%</span>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="font-semibold">核心结论:</p>
|
||
<p>在AI硬件、数据中心、国产算力等行业整体向好背景下,公司凭借自身雄厚技术实力、优异业绩表现及广泛业务布局,叠加融资资金持续关注,多重因素共振导致大幅上涨。</p>
|
||
<p class="font-semibold mt-2">驱动概念:</p>
|
||
<p>T/R组件 + 5G射频 + AI硬件</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<section class="mt-12 glass-card rounded-3xl p-6">
|
||
<h2 class="section-title">核心标的池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead class="text-indigo-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 天线 -->
|
||
<tr><td>武汉凡谷</td><td><a href="https://valuefrontier.cn/company?scode=002194" target="_blank" class="link link-hover">002194</a></td><td>部分毫米波产品批量供应,如应用于5G移动回传的E-Band微波器件、E-Band微波天线等</td><td><div class="badge badge-primary">天线</div></td></tr>
|
||
<tr><td>硕贝德</td><td><a href="https://valuefrontier.cn/company?scode=300322" target="_blank" class="link link-hover">300322</a></td><td>毫米波雷达波导天线、毫米波通讯天线;5G毫米波AiP模块小批量出货</td><td><div class="badge badge-primary">天线</div></td></tr>
|
||
<tr><td>通宇通讯</td><td><a href="https://valuefrontier.cn/company?scode=002792" target="_blank" class="link link-hover">002792</a></td><td>公司卫星通讯业务基于公司微波及毫米波技术,主要有相控阵天线、T/R组件等产品</td><td><div class="badge badge-primary">天线</div></td></tr>
|
||
<tr><td>信维通信</td><td><a href="https://valuefrontier.cn/company?scode=300136" target="_blank" class="link link-hover">300136</a></td><td>5G毫米波天线</td><td><div class="badge badge-primary">天线</div></td></tr>
|
||
<!-- 基站 -->
|
||
<tr><td>中兴通讯</td><td><a href="https://valuefrontier.cn/company?scode=000063" target="_blank" class="link link-hover">000063</a></td><td>自2015年起开展研究,已形成毫米波端到端的完整解决方案</td><td><div class="badge badge-accent">基站</div></td></tr>
|
||
<tr><td>共进股份</td><td><a href="https://valuefrontier.cn/company?scode=603118" target="_blank" class="link link-hover">603118</a></td><td>5G毫米波一体化小基站产品</td><td><div class="badge badge-accent">基站</div></td></tr>
|
||
<!-- 芯片 -->
|
||
<tr><td>和而泰</td><td><a href="https://valuefrontier.cn/company?scode=002402" target="_blank" class="link link-hover">002402</a></td><td>子公司铖昌科技主营产品为微波毫米波相控阵T/R芯片</td><td><div class="badge badge-secondary">芯片</div></td></tr>
|
||
<tr><td>铖昌科技</td><td>-</td><td>主营产品为微波毫米波相控阵T/R芯片;产品可应用至5G毫米波通信</td><td><div class="badge badge-secondary">芯片</div></td></tr>
|
||
<tr><td>海特高新</td><td><a href="https://valuefrontier.cn/company?scode=002023" target="_blank" class="link link-hover">002023</a></td><td>华芯科技具有5G毫米波芯片工艺制程的成熟工艺,并实现产品批量出货</td><td><div class="badge badge-secondary">芯片</div></td></tr>
|
||
<tr><td>中瓷电子</td><td><a href="https://valuefrontier.cn/company?scode=003031" target="_blank" class="link link-hover">003031</a></td><td>博威公司5G毫米波点对点通信高集成变频多功能芯片</td><td><div class="badge badge-secondary">芯片</div></td></tr>
|
||
<tr><td>天和防务</td><td><a href="https://valuefrontier.cn/company?scode=300397" target="_blank" class="link link-hover">300397</a></td><td>子公司成都通量的5G毫米波芯片仍在研发中</td><td><div class="badge badge-secondary">芯片</div></td></tr>
|
||
<!-- 高频PCB -->
|
||
<tr><td>电连技术</td><td><a href="https://valuefrontier.cn/company?scode=300679" target="_blank" class="link link-hover">300679</a></td><td>公司适配毫米波的高频高速产品已向海外客户批量出货</td><td><div class="badge badge-info text-black">高频PCB</div></td></tr>
|
||
<tr><td>深南电路</td><td><a href="https://valuefrontier.cn/company?scode=002916" target="_blank" class="link link-hover">002916</a></td><td>参与的“CMOS毫米波大规模集成平板相控阵技术及产业化”项目荣获国家奖项</td><td><div class="badge badge-info text-black">高频PCB</div></td></tr>
|
||
<tr><td>生益电子</td><td><a href="https://valuefrontier.cn/company?scode=688183" target="_blank" class="link link-hover">688183</a></td><td>公司5G毫米波频段基站的产品远销国内外</td><td><div class="badge badge-info text-black">高频PCB</div></td></tr>
|
||
<!-- 模组 -->
|
||
<tr><td>长电科技</td><td><a href="https://valuefrontier.cn/company?scode=600584" target="_blank" class="link link-hover">600584</a></td><td>已经开始大批量生产面向5G毫米波市场的射频前端模组和AiP模组的产品</td><td><div class="badge badge-warning text-black">模组</div></td></tr>
|
||
<tr><td>移远通信</td><td><a href="https://valuefrontier.cn/company?scode=603236" target="_blank" class="link link-hover">603236</a></td><td>已推出多款5G毫米波模组产品</td><td><div class="badge badge-warning text-black">模组</div></td></tr>
|
||
<tr><td>环旭电子</td><td><a href="https://valuefrontier.cn/company?scode=601231" target="_blank" class="link link-hover">601231</a></td><td>5G毫米波AiP模组</td><td><div class="badge badge-warning text-black">模组</div></td></tr>
|
||
<!-- 射频 -->
|
||
<tr><td>卓胜微</td><td><a href="https://valuefrontier.cn/company?scode=300782" target="_blank" class="link link-hover">300782</a></td><td>毫米波频段射频器件尚处于研发阶段</td><td><div class="badge badge-success">射频</div></td></tr>
|
||
<!-- 其他 -->
|
||
<tr><td>美格智能</td><td><a href="https://valuefrontier.cn/company?scode=002881" target="_blank" class="link link-hover">002881</a></td><td>公司在5G毫米波产品上已有大量出货</td><td><div class="badge badge-ghost">其他</div></td></tr>
|
||
<tr><td>信科移动</td><td><a href="https://valuefrontier.cn/company?scode=688387" target="_blank" class="link link-hover">688387</a></td><td>公司布局的5G毫米波技术等技术能够应用于电力业务场景</td><td><div class="badge badge-ghost">其他</div></td></tr>
|
||
</tbody>
|
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</table>
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