653 lines
50 KiB
HTML
653 lines
50 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>模拟芯片 - 深度投研报告</title>
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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 src="https://cdn.tailwindcss.com"></script>
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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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<style>
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@keyframes gradient-animation {
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}
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body {
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background-color: #0d0c22;
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background-image: radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.1) 0px, transparent 50%),
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radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
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radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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background-size: 200% 200%;
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animation: gradient-animation 15s ease infinite;
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(12px);
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-webkit-backdrop-filter: blur(12px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(0, 191, 255, 0.7), 0 0 12px rgba(0, 191, 255, 0.5);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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h2 {
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font-size: 1.75rem;
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font-weight: 600;
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color: #93c5fd; /* Light Blue */
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(147, 197, 253, 0.2);
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margin-bottom: 1rem;
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}
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h3 {
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font-size: 1.25rem;
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font-weight: 500;
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color: #a5b4fc; /* Light Indigo */
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margin-top: 1.5rem;
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margin-bottom: 0.75rem;
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}
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</style>
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</head>
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<body class="font-sans antialiased">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-5xl md:text-7xl font-bold glow-text bg-gradient-to-r from-sky-400 to-indigo-400 text-transparent bg-clip-text">
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模拟芯片 (Analog Chips)
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</h1>
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<p class="mt-4 text-lg md:text-xl text-gray-300">周期性复苏与结构性替代的双轮驱动</p>
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<div class="mt-6 text-xs text-gray-500">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Insight Section -->
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<main class="space-y-12">
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<section class="glass-card p-6 md:p-8">
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<h2 class="glow-text">概念Insight深度剖析</h2>
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<h3 class="!mt-4">0. 概念事件时间轴</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"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:text-end mb-10">
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<time class="font-mono italic">2022 H2 - 2024 Q1</time>
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<div class="text-lg font-black text-primary">产业周期背景</div>
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全球半导体进入下行周期，海外龙头TI激进降价，国内厂商“内卷”，导致行业库存高企（Fabless库存达187天）、价格持续下跌（ASP自高点下滑27%）。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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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"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start mb-10">
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<time class="font-mono italic">2024 Q1 - 2024 Q2</time>
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<div class="text-lg font-black text-secondary">周期拐点初现</div>
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消费电子需求率先回暖，渠道和下游库存基本消化完毕，行业接近周期底部。艾为电子等公司业绩大幅增长。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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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"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:text-end mb-10">
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<time class="font-mono italic">2024年8月15日</time>
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<div class="text-lg font-black text-accent">催化剂1：海外龙头涨价</div>
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TI计划启动大规模调价，覆盖6万+产品型号，涨幅10%-30%。被市场解读为价格战修正，为国内厂商提供喘息空间。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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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"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start mb-10">
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<time class="font-mono italic">2024年10月</time>
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<div class="text-lg font-black text-warning">催化剂2：中美关税博弈</div>
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中国宣布对美进口商品加征关税反制，税率最高可达84%。若按晶圆制造地认定，将极大削弱美企成本优势，为国产替代创造价格窗口。
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</div>
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<hr/>
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</li>
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<li>
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<hr/>
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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"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end md:text-end mb-10">
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<time class="font-mono italic">2024年9月13日</time>
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<div class="text-lg font-black text-info">催化剂3：对美反倾销调查</div>
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商务部对原产于美国的接口芯片和栅极驱动芯片发起反倾销调查。背景是2022-2024年进口量增长37%，价格却下降52%。此举是推动国产替代从“市场选择”走向“政策强制”的关键一步。
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</div>
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</li>
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</ul>
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<h3>1. 核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">模拟芯片正处于 **“周期性复苏”** 与 **“结构性替代”** 双轮驱动的关键拐点。当前阶段，其核心驱动力已从单纯的下游需求回暖，转变为地缘政治催化下国产替代逻辑的全面强化。未来潜力巨大，但短期内价格战的“内卷”惯性与高端产品技术突破的挑战并存，行业将进入由并购整合与高端化驱动的“战国时代”终章。</p>
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<h3>2. 核心逻辑与市场认知分析</h3>
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<ul class="space-y-4 list-disc list-inside text-gray-300">
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<li><strong class="text-indigo-300">核心驱动力 (三驾马车):</strong>
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<ul class="pl-6 mt-2 space-y-2 text-gray-400">
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<li><strong>政策与地缘政治驱动的国产替代:</strong> 最硬的底层逻辑。中国占全球60%需求但国产化率仅15%，贸易摩擦、关税及反倾销调查迫使下游厂商加速导入国产供应商，国产替代从“可选项”变为“必选项”。</li>
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<li><strong>产业周期触底反弹:</strong> 经过近两年去库存，行业接近底部。渠道库存低位，下游需求（消费电子、光伏）回暖，为营收修复提供了基本盘。</li>
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<li><strong>下游应用场景升级:</strong> AI服务器（电源芯片价值量为普通服务器3-10倍）、汽车电子（单车价值量从$150增至$300）等新领域打开了长期增长天花板。</li>
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</ul>
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</li>
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<li><strong class="text-indigo-300">市场热度与情绪:</strong> 市场热度极高，情绪整体乐观，对国产替代长逻辑有高度共识。但存在分歧：部分认为将复现2021年“缺芯涨价潮”，更理性的观点则认为当前宏观需求偏弱，国产替代是更坚实的逻辑。</li>
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<li><strong class="text-indigo-300">预期差分析:</strong>
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<ul class="pl-6 mt-2 space-y-2 text-gray-400">
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<li><strong>“涨价”预期差:</strong> 市场初期对普涨有过高预期，但路演专家指出大规模涨价基础不牢，内卷仍是主导，国内厂商自身库存（187天）和竞争激烈是现实。</li>
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<li><strong>“替代”速度与深度预期差:</strong> 市场可能低估其复杂性。国产龙头料号（数千）远不及TI（十万级），车规安全件等核心领域认证不足，替代将是“由易到难”的渐进过程。</li>
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<li><strong>“龙头”定义预期差:</strong> 国内多为“单品型”公司，真正的平台化依赖持续并购，行业整合尚处起步阶段，龙头地位稳固性仍需检验。</li>
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</ul>
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</li>
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</ul>
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<h3>3. 关键催化剂与未来发展路径</h3>
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<div class="grid md:grid-cols-2 gap-6 mt-4">
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<div class="p-4 border border-dashed border-sky-500/30 rounded-lg">
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<h4 class="font-semibold text-sky-300">近期催化剂 (3-6个月)</h4>
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<ul class="list-decimal list-inside text-gray-400 mt-2 space-y-1">
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<li>反倾销调查初裁/终裁结果。</li>
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<li>关税政策最终落地细节。</li>
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<li>龙头公司Q3/Q4财报对替代逻辑的业绩验证。</li>
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<li>标志性并购事件的发生或完成。</li>
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</ul>
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</div>
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<div class="p-4 border border-dashed border-fuchsia-500/30 rounded-lg">
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<h4 class="font-semibold text-fuchsia-300">长期发展路径 (三阶段)</h4>
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<ul class="list-decimal list-inside text-gray-400 mt-2 space-y-1">
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<li><strong>阶段一 (当前-2026):</strong> 政策驱动+品类扩张 (并购)。</li>
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<li><strong>阶段二 (2026-2028):</strong> 技术突破+高端渗透 (汽车/工业)。</li>
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<li><strong>阶段三 (2028以后):</strong> 格局固化+出海竞争。</li>
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</ul>
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</div>
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</div>
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<h3>4. 产业链与核心公司深度剖析</h3>
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<div class="space-y-4 text-gray-300">
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<p><strong>产业链图谱:</strong> 上游(晶圆代工)、中游(模拟芯片设计)、下游(汽车、工业、消费电子等)。</p>
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<p><strong>核心玩家对比 (第一梯队):</strong></p>
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<div class="overflow-x-auto">
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<table class="table table-sm">
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<thead>
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<tr class="text-info">
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<th>公司</th>
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<th>核心逻辑</th>
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<th>优势</th>
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<th>风险</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>圣邦股份</strong></td>
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<td>均衡型平台</td>
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<td>产品线最全(5200+料号)，覆盖面广</td>
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<td>业务庞杂，特定领域可能不够聚焦</td>
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</tr>
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<tr>
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<td><strong>纳芯微</strong></td>
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<td>赛道纯粹型</td>
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<td>聚焦高增长的汽车/工业，隔离/传感技术壁垒高</td>
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<td>汽车领域价格战激烈，短期压制毛利率</td>
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</tr>
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<tr>
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<td><strong>思瑞浦</strong></td>
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<td>并购整合型</td>
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<td>信号链技术底蕴深，并购创芯微补齐电源管理短板</td>
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<td>并购整合效果需时间验证</td>
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</tr>
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<tr>
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<td><strong>杰华特</strong></td>
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<td>特色卡位型</td>
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<td>精准卡位AI服务器电源管理，逻辑独特</td>
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<td>依赖单一高增长赛道</td>
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</tr>
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<tr>
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<td><strong>雅创电子</strong></td>
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<td>黑马潜力型</td>
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<td>被点名的“隐藏龙头”，聚焦汽车电子，弹性可能最大</td>
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<td>“分销+自研”模式在替代浪潮中能否快速放量</td>
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</tr>
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</tbody>
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</table>
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</div>
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<p><strong class="text-indigo-300">验证与证伪:</strong> 财报数据精准验证了消费电子先于工业复苏的结构性特征。但路演信息也揭示了“增收不增利”的风险，即即使国产替代拿到订单，激烈的价格战仍可能侵蚀利润，这是对市场乐观情绪的重要警示。</p>
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</div>
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<h3>5. 潜在风险与挑战</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400 mr-3 flex-shrink-0" 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>
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<div><strong class="text-red-300">技术风险:</strong> 高端产品技术瓶颈依然存在，尤其在车规功能安全领域，“最后一公里”的验证和导入周期不确定。与TI在料号数量和性能上的巨大差距是长期挑战。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400 mr-3 flex-shrink-0" 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>
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<div><strong class="text-red-300">商业化风险 (内卷):</strong> 国内厂商同质化竞争严重，即使外部压力缓解，内部价格战也可能长期存在，侵蚀企业利润。这是最大的商业化风险。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 text-red-400 mr-3 flex-shrink-0" 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>
|
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<div><strong class="text-red-300">政策与竞争风险:</strong> 反倾销调查结果、关税执行力度存在变数。同时，TI等海外龙头拥有强大的成本控制能力和灵活的竞争策略，其反制措施不容小觑。</div>
|
||
</li>
|
||
</ul>
|
||
|
||
<h3>6. 综合结论与投资启示</h3>
|
||
<div class="p-4 bg-indigo-900/20 rounded-lg border border-indigo-500/30 text-gray-300 space-y-3">
|
||
<p><strong class="text-indigo-200">最终看法:</strong> 模拟芯片已从底部反转的“主题炒作”阶段，正式进入由国产替代逻辑驱动的“基本面驱动”阶段。地缘政治是“发令枪”，将加速行业从无序“内卷”走向集中和高端化，具备长期投资价值。</p>
|
||
<p><strong class="text-indigo-200">最具投资价值的细分环节:</strong> 1) **汽车电子与高端工业** (国产化率最低、空间最大、壁垒最高)； 2) **“并购整合”主线** (关注具备平台化潜力的龙头企业)。</p>
|
||
<p><strong class="text-indigo-200">需重点跟踪的关键指标:</strong> 毛利率变化、国产化率宏观数据、龙头公司车规/工业产品收入占比、设计公司库存天数。</p>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Data Visualization Section -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="glow-text">核心数据透视</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div id="chart-domestic-gap" style="width: 100%; height: 400px;"></div>
|
||
<div id="chart-application-breakdown" style="width: 100%; height: 400px;"></div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Themes & Drivers Section -->
|
||
<section>
|
||
<h2 class="glow-text">市场动态与核心驱动</h2>
|
||
<div class="bento-grid">
|
||
<div class="glass-card p-6 md:col-span-2">
|
||
<h3>周期与需求：矛盾中前行</h3>
|
||
<p class="text-gray-400">行业正处于微妙的十字路口。一方面，下游需求回暖，去库存基本完成，行业拐点已至。另一方面，中国厂商自身库存仍处高位（187天 vs 疫情前100天），宏观疲软制约复苏的可持续性。短期内，关税担忧引发的“订单提前”现象增加了需求判断的复杂性。价格战虽趋缓，但ASP回升尚早。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3>地缘政治：替代的“催化剂”</h3>
|
||
<p class="text-gray-400">反倾销调查与关税政策是当前最强的催化剂。调查直指进口量增价跌的“倾销”现象，有望直接缓解价格战，修复国产厂商盈利。关税则从成本端削弱美企优势，为国产替代打开了关键的价格窗口。</p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3>并购整合：走向“强者恒强”</h3>
|
||
<p class="text-gray-400">“科创八条”政策支持下，并购成为行业出清、格局优化的必经之路。思瑞浦收购创芯微、纳芯微收购麦歌恩等案例，标志着行业正从“战国时代”走向“巨头时代”，平台型龙头公司的护城河将不断加深。</p>
|
||
</div>
|
||
<div class="glass-card p-6 md:col-span-2">
|
||
<h3>重点应用：汽车与工业的星辰大海</h3>
|
||
<p class="text-gray-400">汽车与工业是国产替代的“主战场”。汽车电动化、智能化驱动单车模拟芯片价值量翻倍增长（$150 -> $300），但国产化率仍处低位，空间广阔。AI服务器的兴起则为高性能电源管理芯片带来了3-10倍的价值量提升，成为新的增长极。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="glow-text">涨幅异动分析</h2>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-green-400">
|
||
山子高科 (000981) - 10.11%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 商务部对美模拟芯片反倾销调查点燃国产替代情绪，山子高科因间接控股禾芯集成（模拟封测）+低价+小市值成为游资情绪龙头，9月15日一字涨停。</p>
|
||
<p><strong>驱动概念:</strong> 对美模拟芯片反倾销+低价股+无人驾驶</p>
|
||
<p><strong>个股异动解析:</strong> 1. 消息面: (1)反倾销调查使间接持股的模拟封测厂禾芯集成直接受益。(2)3元低价、<90亿流通盘，符合活跃资金偏好。(3)八部门推动L3准入试点，公司L4无人巴士样车提供概念弹性。2. 基本面: 模拟封测业务尚未并表，估值主要靠情绪驱动。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-green-400">
|
||
阿石创 (300706) - 9.37%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 多重利好共振，存储涨价和模拟芯片反倾销为直接催化剂，叠加半导体国产替代、稀土等多重概念，以及小盘股特性，共同推动股价大涨。</p>
|
||
<p><strong>直接利好因素:</strong> 1. 存储芯片大幅涨价消息：美光宣布上调价格20%-30%，直接刺激整个存储芯片产业链，阿石创作为半导体材料供应商直接受益。2. 模拟芯片反倾销调查：政策利好国内模拟芯片产业链，为公司创造更有利的竞争环境。</p>
|
||
<p><strong>行业与资金因素:</strong> 1. 半导体国产替代概念强化。 2. 稀土永磁板块联动。 3. 小盘股特性，较小资金即可推动。 4. 资金积极介入。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-green-400">
|
||
聚辰股份 (688123) - 6.74%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p><strong>核心结论:</strong> 公司上涨是行业政策、公司基本面和市场情绪三重共振的结果。</p>
|
||
<p><strong>主要推动因素:</strong> 1. 行业政策利好: 商务部对美模拟芯片反倾销调查，公司音圈马达芯片属模拟芯片，直接受益；美光宣布存储产品涨价，作为全球第三、国内第一的EEPROM供应商，受益于行业涨价预期。 2. 公司基本面优势: 毛利率高达60%，盈利能力强；市场地位领先，是国内唯一可提供系列化车规级EEPROM的供应商。 3. 市场情绪乐观: 投资者看好，筹码结构优化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock Data Section -->
|
||
<section class="space-y-8">
|
||
<div>
|
||
<h2 class="glow-text">相关股票列表：电源管理芯片</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<h3 class="text-lg font-semibold text-accent !mt-0">细分：栅极驱动芯片 (反倾销调查核心)</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
<h3 class="text-lg font-semibold text-accent mt-6">细分：电源类营收</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
<h3 class="text-lg font-semibold text-accent mt-6">细分：LED/显示驱动</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h2 class="glow-text">相关股票列表：信号链芯片</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<h3 class="text-lg font-semibold text-secondary !mt-0">细分：信号链营收</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
<h3 class="text-lg font-semibold text-secondary mt-6">细分：接口芯片 (反倾销调查核心)</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody>
|
||
<!-- Data will be populated by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h2 class="glow-text">相关股票列表：其他模拟及相关芯片</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<h3 class="text-lg font-semibold text-warning !mt-0">分类：射频芯片</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody></tbody>
|
||
</table>
|
||
</div>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<h3 class="text-lg font-semibold text-warning !mt-0">分类：图像感光芯片</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead><tr><th>股票名称</th><th>核心逻辑</th></tr></thead>
|
||
<tbody></tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
const stockData = {
|
||
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|
||
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|
||
{"stock": "纳芯微","reason": "第二代隔离栅极驱动产品已开始大规模出货；反倾销相关产品营收占比或达50%","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688052"},
|
||
{"stock": "思瑞浦","reason": "2024年推出了栅极驱动等产品；反倾销相关产品营收占比或达35%","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688536"},
|
||
{"stock": "杰华特","reason": "昇腾唯一国产DrMOS+多相控制器供应商","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688141"},
|
||
{"stock": "锴威特","reason": "已开发栅极驱动芯片20余款，隔离型栅极驱动芯片正在试制中","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688693"},
|
||
{"stock": "必易微","reason": "公司已发布首款隔离式栅极驱动芯片，进入多家客户导入阶段","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688045"},
|
||
{"stock": "闻泰科技","reason": "公司围绕AI电源及车规应用两大核心应用场景，近期密集发布了包括栅极驱动等新产品，并加快客户认证导入","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "600745"},
|
||
{"stock": "中微半导","reason": "公司栅极驱动IC主要为电机驱动IC","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688380"},
|
||
{"stock": "新洁能","reason": "旗下国硅集成电路公司产品包括：栅极驱动控制IC芯片","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "605111"},
|
||
{"stock": "振华风光","reason": "在栅极驱动器方面，研发了多款驱动类产品","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688439"},
|
||
{"stock": "华润微","reason": "公司完成全系列栅极驱动产品布局，成功导入头部客户供应链","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "688396"},
|
||
{"stock": "斯达半导","reason": "产品覆盖汽车级与工业级MCU、栅极驱动IC芯片","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "603290"},
|
||
{"stock": "电科芯片","reason": "针对低压锂电电动工具开发的40V三相栅极驱动芯片获得头部客户300万只订单","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "600877"},
|
||
{"stock": "圣邦股份","reason": "公司推出了具有负输入电压能力的高速低边栅极驱动器","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "300661"},
|
||
{"stock": "纳思达","reason": "子公司极海微在工业领域推出首款GHD3440电机专用栅极驱动器","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "002180"},
|
||
{"stock": "新雷能","reason": "公司栅极驱动器芯片产品包括半桥、全桥、三相全桥等系列产品","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "300593"},
|
||
{"stock": "上海贝岭","reason": "在新能源汽车主驱领域，公司开发有栅极驱动等产品","其他标签": {"分类": "电源管理芯片","细分": "栅极驱动芯片"},"stock_code": "600171"},
|
||
{"stock": "南芯科技","reason": "2024年电源管理产品营收25.63亿，占比98.33%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688484"},
|
||
{"stock": "圣邦股份","reason": "2024年电源管理产品营收21.82亿，占比65.18%；2025H1(11.23亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "300661"},
|
||
{"stock": "杰华特","reason": "2024年电源管理产品营收16.46亿，占比98.05%；2025H1(11.05亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688141"},
|
||
{"stock": "英集芯","reason": "2024年电源管理产品营收10.63亿，占比74.33%；2025H1(4.57亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688209"},
|
||
{"stock": "芯朋微","reason": "2024年电源管理产品合计营收7.95亿，占比82.38%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688508"},
|
||
{"stock": "纳芯微","reason": "2024年电源管理产品营收7.03亿，占比35.87%；2025H1(5.19亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688052"},
|
||
{"stock": "力芯微","reason": "2024年电源管理产品营收6.08亿，占比77.25%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688601"},
|
||
{"stock": "赛微微电","reason": "2024年电源管理产品营收3.93亿，占比99.97%；其中电池安全芯片占比46.6%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688325"},
|
||
{"stock": "富满微","reason": "2024年电源管理产品（不含LED）营收3.37亿，占比49.39%；2025H1(1.47亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "300671"},
|
||
{"stock": "雅创电子","reason": "2024年电源管理IC设计营收3.48亿，占比9.65%；2025H1(1.5亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "301099"},
|
||
{"stock": "晶丰明源","reason": "2024年电源管理产品（不含LED）营收3.16亿，占比21.04%；2025H1(1.63亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688368"},
|
||
{"stock": "电科芯片","reason": "2024年电源管理产品营收3.11亿，占比29.81%；2025H1(1.23亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "600877"},
|
||
{"stock": "帝奥微","reason": "2024年电源管理产品营收2.76亿，占比52.49%；2025H1(1.58亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688381"},
|
||
{"stock": "希荻微","reason": "2024年电源管理产品营收2.7亿，占比49.41%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688173"},
|
||
{"stock": "思瑞浦","reason": "2024年电源管理产品营收2.44亿，占比20.04%；2025H1(3.06亿)","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688536"},
|
||
{"stock": "美芯晟","reason": "2024年电源管理产品营收1.89亿，占比46.76%","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "688458"},
|
||
{"stock": "上海贝岭","reason": "电源管理芯片是公司三大主要产品之一","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "600171"},
|
||
{"stock": "新雷能","reason": "电源管理芯片包括隔离型PWM控制芯片、非隔离电源管理芯片和栅极驱动器芯片","其他标签": {"分类": "电源管理芯片","细分": "电源类营收"},"stock_code": "300593"},
|
||
{"stock": "晶丰明源","reason": "2024年LED照明驱动芯片营收8.69亿，占比57.76%；2025H1(3.76亿)","其他标签": {"分类": "电源管理芯片","细分": "LED驱动"},"stock_code": "688368"},
|
||
{"stock": "富满微","reason": "2024年LED照明驱动芯片营收1.72亿，占比25.24%；2025H1(1.23亿)","其他标签": {"分类": "电源管理芯片","细分": "LED驱动"},"stock_code": "300671"},
|
||
{"stock": "格科微","reason": "2024年显示驱动芯片营收13.56亿，占比21.25%；2025H1(7.06亿)","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688728"},
|
||
{"stock": "汇成股份","reason": "2024年显示驱动芯片封测营收13.57亿，占比90.38%；2025H1(7.82亿)","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688403"},
|
||
{"stock": "天德钰","reason": "2024年显示驱动芯片营收16.14亿，占比76.81%","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688252"},
|
||
{"stock": "新相微","reason": "2024年显示芯片营收合计5.07亿，占比100%；2025H1(2.75亿)","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688593"},
|
||
{"stock": "龙迅股份","reason": "2024年高清视频桥接及处理芯片4.26亿；占比91.35%；2025H1(2.33亿)","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688486"},
|
||
{"stock": "明微电子","reason": "2024年显示驱动芯片营收3.97亿，占比65.4%；2025H1(1.86亿)","其他标签": {"分类": "电源管理芯片","细分": "显示驱动"},"stock_code": "688699"},
|
||
{"stock": "圣邦股份","reason": "2024年信号链产品营收11.65亿，占比34.82%；2025H1(6.92亿)","其他标签": {"分类": "信号链芯片","细分": "信号链营收"},"stock_code": "300661"},
|
||
{"stock": "思瑞浦","reason": "2024年信号链产品营收9.75亿，占比79.91%；2025H1(6.43亿)","其他标签": {"分类": "信号链芯片","细分": "信号链营收"},"stock_code": "688536"},
|
||
{"stock": "纳芯微","reason": "2024年信号链产品营收9.63亿，占比49.14%；2025H1(5.86亿)","其他标签": {"分类": "信号链芯片","细分": "信号链营收"},"stock_code": "688052"},
|
||
{"stock": "帝奥微","reason": "2024年信号链产品营收2.5亿，占比47.51%；2025H1(1.48亿)","其他标签": {"分类": "信号链芯片","细分": "信号链营收"},"stock_code": "688381"},
|
||
{"stock": "上海贝岭","reason": "信号链芯片是公司三大主要产品之一","其他标签": {"分类": "信号链芯片","细分": "信号链营收"},"stock_code": "600171"},
|
||
{"stock": "纳芯微","reason": "在通用接口方向，公司推出车规级CANSIC接口芯片以及工业485接口芯片；反倾销相关产品营收占比或达50%","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688052"},
|
||
{"stock": "思瑞浦","reason": "公司已拥有自主研发的高压隔离技术，高可靠性CAN接口芯片技术；反倾销相关产品营收占比或达35%","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688536"},
|
||
{"stock": "美芯晟","reason": "公司现有信号链产品包括CAN/CAN SBC等接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688458"},
|
||
{"stock": "杰华特","reason": "公司主要产品包括高速接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688141"},
|
||
{"stock": "帝奥微","reason": "公司在移动通讯市场的USB接口芯片拥有主流市场地位","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688381"},
|
||
{"stock": "南芯科技","reason": "产品包括CAN/LIN接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688484"},
|
||
{"stock": "力合微","reason": "PLBUS PLC智能设备电力线通信通用接口","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688589"},
|
||
{"stock": "振芯科技","reason": "公司自主设计研制的集成电路产品包括通用接口","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "300101"},
|
||
{"stock": "瑞芯微","reason": "汽车电子接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "603893"},
|
||
{"stock": "必易微","reason": "公司在USB&Type-C、I2C、隔离RS-232/485、隔离CAN等不同接口标准均有布局，其中在USB&Type-C方面已推出产品并成功量产","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688045"},
|
||
{"stock": "艾为电子","reason": "公司信号链产品包括接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688798"},
|
||
{"stock": "诺瓦星云","reason": "已推出高速接口芯片","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "301589"},
|
||
{"stock": "国芯科技","reason": "具有通信接口芯片的套片优势","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688262"},
|
||
{"stock": "芯原股份","reason": "在研项目数模混合IP，大部分IP已得到量产验证，其中IP平台包括通用接口IP","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688521"},
|
||
{"stock": "安路科技","reason": "公司推出的IP及参考设计，包括通用接口等领域","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688107"},
|
||
{"stock": "海光信息","reason": "公司有各类通用接口等关键IP与电路系统的设计能力","其他标签": {"分类": "信号链芯片","细分": "接口芯片"},"stock_code": "688041"},
|
||
{"stock": "卓胜微","reason": "2024年射频产品营收43.96亿，占比97.96%；2025H1(16.55亿)","其他标签": {"分类": "射频芯片"},"stock_code": "300782"},
|
||
{"stock": "唯捷创芯","reason": "2024年射频产品营收16.63亿，占比79.08%；2025H1(7.89亿)","其他标签": {"分类": "射频芯片"},"stock_code": "688153"},
|
||
{"stock": "慧智微","reason": "2024年射频产品营收5.23亿，占比99.81%；2025H1(3.54亿)","其他标签": {"分类": "射频芯片"},"stock_code": "688512"},
|
||
{"stock": "润欣科技","reason": "2024年射频产品营收3.62亿，占比13.94%；2025H1(1.63亿)","其他标签": {"分类": "射频芯片"},"stock_code": "300493"},
|
||
{"stock": "经纬辉开","reason": "诺思（公司参股34%+）拥有国内唯一6英寸ICBAR专用滤波芯片生产线","其他标签": {"分类": "射频芯片"},"stock_code": "300120"},
|
||
{"stock": "豪威集团","reason": "2024年图像传感器业务营收191.90亿，占比74.58%","其他标签": {"分类": "图像感光芯片"},"stock_code": "603501"},
|
||
{"stock": "思特威","reason": "2024年图像传感器业务营收59.68亿，占比100%","其他标签": {"分类": "图像感光芯片"},"stock_code": "688213"},
|
||
{"stock": "格科微","reason": "2024年图像传感器业务营收合计50.24亿，占比78.7%","其他标签": {"分类": "图像感光芯片"},"stock_code": "688728"}
|
||
]
|
||
}
|
||
};
|
||
|
||
const stocks = stockData["模拟芯片(250914)"]["34EC8942-A5F2-4200-A2DF-3C814778BD47.png"];
|
||
|
||
const tableMapping = {
|
||
'电源管理芯片': {
|
||
'栅极驱动芯片': document.querySelector('h2:nth-of-type(3) h3:nth-of-type(1) + table tbody'),
|
||
'电源类营收': document.querySelector('h2:nth-of-type(3) h3:nth-of-type(2) + table tbody'),
|
||
'LED驱动': document.querySelector('h2:nth-of-type(3) h3:nth-of-type(3) + table tbody'),
|
||
'显示驱动': document.querySelector('h2:nth-of-type(3) h3:nth-of-type(3) + table tbody'), // Merged for simplicity
|
||
},
|
||
'信号链芯片': {
|
||
'信号链营收': document.querySelector('h2:nth-of-type(4) h3:nth-of-type(1) + table tbody'),
|
||
'接口芯片': document.querySelector('h2:nth-of-type(4) h3:nth-of-type(2) + table tbody'),
|
||
},
|
||
'射频芯片': {
|
||
'default': document.querySelector('h2:nth-of-type(5) h3:nth-of-type(1) + table tbody'),
|
||
},
|
||
'图像感光芯片': {
|
||
'default': document.querySelector('h2:nth-of-type(5) h3:nth-of-type(2) + table tbody'),
|
||
}
|
||
};
|
||
|
||
stocks.forEach(stock => {
|
||
const category = stock['其他标签']['分类'];
|
||
const subCategory = stock['其他标签']['细分'] || 'default';
|
||
|
||
let targetTableBody;
|
||
if (tableMapping[category]) {
|
||
targetTableBody = tableMapping[category][subCategory] || tableMapping[category]['default'];
|
||
}
|
||
|
||
if (targetTableBody) {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td><a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="link link-hover text-sky-400">${stock.stock} (${stock.stock_code})</a></td>
|
||
<td>${stock.reason}</td>
|
||
`;
|
||
targetTableBody.appendChild(row);
|
||
}
|
||
});
|
||
|
||
// ECharts Initialization
|
||
const commonChartOptions = {
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
},
|
||
tooltip: {
|
||
trigger: 'item',
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: {
|
||
color: '#fff'
|
||
}
|
||
},
|
||
legend: {
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
},
|
||
top: 'bottom'
|
||
}
|
||
};
|
||
|
||
// Chart 1: Domestic Gap
|
||
var chartDom1 = document.getElementById('chart-domestic-gap');
|
||
var myChart1 = echarts.init(chartDom1);
|
||
var option1 = {
|
||
...commonChartOptions,
|
||
title: {
|
||
text: '中国模拟芯片市场供需格局',
|
||
subtext: '国产化率低，替代空间巨大',
|
||
left: 'center',
|
||
textStyle: { color: '#93c5fd' }
|
||
},
|
||
series: [{
|
||
name: '市场份额',
|
||
type: 'pie',
|
||
radius: ['40%', '70%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: 'rgba(13, 12, 34, 1)',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: false,
|
||
position: 'center'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 20,
|
||
fontWeight: 'bold'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{ value: 15, name: '国产化率 15%' },
|
||
{ value: 85, name: '进口依赖 85%' }
|
||
],
|
||
color: ['#3b82f6', '#4f46e5']
|
||
}]
|
||
};
|
||
myChart1.setOption(option1);
|
||
|
||
// Chart 2: Application Breakdown
|
||
var chartDom2 = document.getElementById('chart-application-breakdown');
|
||
var myChart2 = echarts.init(chartDom2);
|
||
var option2 = {
|
||
...commonChartOptions,
|
||
title: {
|
||
text: '海外龙头应用领域收入占比',
|
||
subtext: '工业与汽车是核心战场',
|
||
left: 'center',
|
||
textStyle: { color: '#93c5fd' }
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' }
|
||
},
|
||
legend: {
|
||
data: ['工业', '汽车'],
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '10%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } }
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['ADI (FY24)', 'TI (2023)'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '工业',
|
||
type: 'bar',
|
||
data: [46, 40],
|
||
color: '#8b5cf6'
|
||
},
|
||
{
|
||
name: '汽车',
|
||
type: 'bar',
|
||
data: [30, 34],
|
||
color: '#22d3ee'
|
||
}
|
||
]
|
||
};
|
||
myChart2.setOption(option2);
|
||
|
||
window.addEventListener('resize', function() {
|
||
myChart1.resize();
|
||
myChart2.resize();
|
||
});
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |