535 lines
50 KiB
HTML
535 lines
50 KiB
HTML
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<title>深度投研报告：长鑫、长江产业链</title>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="fixed inset-0 z-[-10] overflow-hidden">
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<div class="absolute top-[-50vh] left-[-50vw] w-[200vw] h-[200vh] bg-transparent">
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<div class="absolute w-full h-full animate-[spin_20s_linear_infinite]">
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</div>
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<div class="container mx-auto max-w-7xl">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold tracking-tighter mb-4 text-white">长鑫、长江产业链</h1>
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<h2 class="text-2xl md:text-4xl font-light text-sky-300 glow-text">深度投研报告</h2>
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<p class="mt-4 text-sm text-gray-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p class="text-xs text-gray-500">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Core Insight -->
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<section x-data="{}" id="insight" class="mb-16">
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<h2 class="section-header">核心洞察 / Core Insight</h2>
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<div class="bento-grid">
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<div class="bento-item-large p-6 glass-card">
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<h3 class="font-bold text-xl mb-4 text-sky-400">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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“长鑫、长江产业链”是当前中国科技领域**由地缘政治驱动、以资本市场事件（长鑫IPO）为引爆点的核心自主可控主题**。该概念正处于从“宏大叙事”向“基本面兑现”过渡的关键阶段，其核心驱动力源于外部制裁下国产替代的确定性需求，以及两大龙头企业自身的技术突破与激进扩产。未来潜力巨大，但实现路径伴随着极高的技术追赶和地缘政治风险。
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</p>
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</div>
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<div class="bento-item-large p-6 glass-card">
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<h3 class="font-bold text-xl mb-4 text-sky-400">核心驱动力：地缘政治下的“必然选择”</h3>
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<ul class="space-y-3 text-gray-300">
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<li><strong class="text-sky-500">根本逻辑:</strong> 地缘政治下的生存与发展逻辑，发展自主存储产业链已上升为国家安全层面的战略必然。</li>
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<li><strong class="text-sky-500">需求侧:</strong> 美国制裁客观上为国产芯片“清出”部分国内市场，为长鑫、长江提供了宝贵的市场准入和试错机会。</li>
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<li><strong class="text-sky-500">供给侧:</strong> 国家级资本与产业资本巨额投入，叠加两大龙头技术快速追赶，构成自主可控的内循环基础。</li>
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</ul>
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</div>
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<div class="bento-item-full p-6 glass-card">
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<h3 class="font-bold text-xl mb-4 text-sky-400">概念事件与宏观背景</h3>
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<p class="text-gray-300 mb-4">该概念在2024-2025年被一系列事件持续催化，形成从宏观叙事到产业落地的完整逻辑链条：</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="border-l-4 border-red-500 pl-4">
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<h4 class="font-semibold text-lg text-red-400">外部压力：制裁深化</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li>美将三星/海力士中国工厂移出EUV名单</li>
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<li>美光停止供应中国数据中心服务器芯片</li>
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<li>美酝酿将长鑫纳入实体清单，威胁HBM供应</li>
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</ul>
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</div>
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<div class="border-l-4 border-green-500 pl-4">
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<h4 class="font-semibold text-lg text-green-400">内部突围：技术与市场双突破</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li>2025 Q1：长鑫/长江营收双双突破10亿美元</li>
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<li>长鑫：DDR4 -> DDR5 -> HBM，技术路径清晰</li>
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<li>长江：294层3D NAND量产，逼近国际水平</li>
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</ul>
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</div>
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<div class="border-l-4 border-blue-500 pl-4">
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<h4 class="font-semibold text-lg text-blue-400">核心催化剂：长鑫存储IPO</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li>2025/07/07：启动上市辅导</li>
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<li>2025/10/10：辅导工作完成</li>
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<li>2025/12/04：招股书发布预期，引爆板块情绪</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>
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</section>
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<!-- Charts & Data Visualization -->
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<section class="mb-16">
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<h2 class="section-header">数据可视化 / Data Visualization</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-4 text-sky-400">长鑫存储产能扩张规划 (万片/月)</h3>
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<div id="capacity-chart" class="w-full h-80"></div>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-4 text-sky-400">长鑫存储产品市占率目标 (2025年底)</h3>
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<div id="market-share-chart" class="w-full h-80"></div>
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</div>
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</div>
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</section>
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<!-- Development Path & Catalysts -->
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<section class="mb-16">
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<h2 class="section-header">发展路径与催化剂 / Path & Catalysts</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-4 text-sky-400">近期关键催化剂 (未来3-6个月)</h3>
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<ul class="space-y-4">
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<li class="flex items-start">
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<svg class="w-6 h-6 text-green-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<h4 class="font-semibold text-white">长鑫存储成功IPO</h4>
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<p class="text-sm text-gray-400">确定性最高、影响最大的催化剂，完成产业链价值重估。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-yellow-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 3v4M3 5h4M6 17v4m-2-2h4m5-16l2.286 6.857L21 12l-5.714 2.143L13 21l-2.286-6.857L5 12l5.714-2.143L13 3z"></path></svg>
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<div>
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<h4 class="font-semibold text-white">长鑫HBM3样品交付验证</h4>
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<p class="text-sm text-gray-400">若如期交付并获积极反馈，将极大提振市场信心。</p>
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-red-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><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"></path></svg>
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<div>
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<h4 class="font-semibold text-white">美国新一轮制裁措施</h4>
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<p class="text-sm text-gray-400">短期冲击，但长期将再次强化国产替代逻辑，利好上游。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-4 text-sky-400">长期发展路径</h3>
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<div class="timeline">
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<div class="timeline-item">
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<h4 class="font-semibold text-white">第一阶段 (2025-2026): 产能爬坡与市场渗透</h4>
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<p class="text-sm text-gray-400">DRAM月产能达30万片，HBM3小规模量产，抢占国内市场份额。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-white">第二阶段 (2027-2028): 技术攻坚与走向海外</h4>
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<p class="text-sm text-gray-400">宣布HBM3E研发，3D DRAM原型验证，尝试进入非敏感海外市场。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-white">第三阶段 (2029+): 成为全球重要一极</h4>
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<p class="text-sm text-gray-400">全球DRAM/NAND市场占据15-20%稳定份额，从追赶者转变为引领者。</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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<!-- Multi-Source Intelligence Feed -->
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<section class="mb-16" x-data="{ tab: 'news' }">
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<h2 class="section-header">多源情报汇总 / Intelligence Feed</h2>
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'rise' }" @click.prevent="tab = 'rise'">异动归因</a>
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</div>
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<div class="glass-card p-6 min-h-[400px]">
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<!-- News Data -->
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<div x-show="tab === 'news'" class="prose max-w-none prose-invert prose-headings:text-sky-400 prose-strong:text-white">
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<h4>一、 宏观与政策环境</h4>
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<ul>
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<li><strong>国产替代机遇</strong>: 美国将三星、SK海力士中国工厂移出“经验证最终用户”名单，利好国产替代。美光停止向中国数据中心供应服务器芯片，为长鑫DRAM创造需求缺口。</li>
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<li><strong>美国出口限制风险</strong>: 美国酝酿将长鑫存储纳入出口限制实体清单，并可能阻止三大原厂向中国供应HBM，凸显国产化紧迫性。</li>
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</ul>
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<h4>二、 长鑫与长江自身信息</h4>
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<ul>
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<li><strong>经营与市场地位</strong>: 2025年Q1，长鑫与长江季度营收均突破10亿美元。Counterpoint预测长鑫市占率将从6%提升至8% (2025年底)。</li>
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<li><strong>技术、产品与产能</strong>:
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<ul>
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<li><strong>长鑫 (DRAM & HBM)</strong>: DDR5已量产，良品率约80%。最新DDR5产品速率达8000Mbps。HBM2已量产，HBM3样品开发完成，计划2026年初供货。DRAM晶圆产量预计2026年达30万片/月。</li>
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<li><strong>长江 (NAND)</strong>: 成功实现294层3D NAND量产，积极推进300层开发，技术逼近三星。</li>
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</ul>
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</li>
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<li><strong>公司动态 (IPO)</strong>: 长鑫存储IPO进程稳步推进，2025年10月完成辅导，市场高度关注。2024年3月融资后估值约1400亿元。</li>
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</ul>
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</div>
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<!-- Roadshow Data -->
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<div x-show="tab === 'roadshow'" x-cloak class="prose max-w-none prose-invert prose-headings:text-sky-400 prose-strong:text-white">
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<h4>一、长鑫存储（CXMT）相关信息</h4>
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<ul>
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<li><strong>战略与IPO</strong>: 核心议题为长鑫IPO及产业链投资机会。以IDM模式聚焦DRAM和HBM，扩产激进，目标缩小与海外代差。</li>
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<li><strong>技术进展</strong>:
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<ul>
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<li><strong>DRAM</strong>: DDR5已量产。正研究3D DRAM技术，基于源自长江存储的"X架构"，有望绕开EUV限制。</li>
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<li><strong>HBM</strong>: HBM2已量产，计划2024年底交付HBM3样品，2026年目标HBM3全面量产。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>产能规划</strong>: 2024年底预计20万片/月，2025年底目标30万片/月，届时全球份额或达20%（与美光相当）。</li>
|
||
<li><strong>资本开支</strong>: 合肥二期项目投资171亿元，月产能3万片。DRAM单万片设备投资约70-80亿元。</li>
|
||
<li><strong>核心供应商</strong>:
|
||
<ul>
|
||
<li><strong>设备</strong>: 北方华创 (晶圆端龙头)、芯源微 (HBM封测涂胶显影)、华海清科 (CMP设备)。</li>
|
||
<li><strong>材料</strong>: 雅克科技 (前道材料)、华海诚科 (HBM封装材料)。</li>
|
||
<li><strong>战略合作</strong>: 兆易创新 (代工+自研DRAM)，关联交易额预计2025年达12亿元。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<h4>二、长江存储（YMTC）相关信息</h4>
|
||
<ul>
|
||
<li><strong>技术进展</strong>: 推进128层以上NAND量产。凭借3D NAND的堆叠经验（Xtacking架构），或成为3D DRAM技术的潜在参与者。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Research Data -->
|
||
<div x-show="tab === 'research'" x-cloak class="prose max-w-none prose-invert prose-headings:text-sky-400 prose-strong:text-white">
|
||
<p>综合分析，研报中直接且深入的分析有限，主要集中在对产业链上游公司的覆盖，并强调了国产替代的宏大背景。</p>
|
||
<ul>
|
||
<li><strong>长江能科 (920158.BJ)</strong>: 报告关联性最强。公司地处长江经济带，深度绑定区域内炼化一体化项目，是长江产业链的配套装备供应商。若未来长江经济带布局半导体配套产业，可能产生间接协同。</li>
|
||
<li><strong>海外大储产业链研报</strong>: 核心观点提及“与长鑫、长江产业链相关的企业动态”，但正文未展开，表明市场已将此概念作为重要观察维度。</li>
|
||
<li><strong>“长江”的多重指代</strong>: 需注意，“长江产业链”在不同研报中可能指代：1) 以长江存储为核心的半导体链；2) 长江经济带产业集群；3) 长江和记实业集团生态。</li>
|
||
<li><strong>上游产业关联</strong>: 部分研报涉及硅产业链、特种气体等，虽未直接点名长鑫/长江，但作为半导体产业上游，存在潜在关联性。</li>
|
||
</ul>
|
||
</div>
|
||
<!-- Rise/Fall Analysis -->
|
||
<div x-show="tab === 'rise'" x-cloak>
|
||
<div class="max-h-[600px] overflow-y-auto pr-4 space-y-4">
|
||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||
晶合集成 (688249) <span class="text-green-400 ml-2">+10.42%</span> <span class="text-xs text-gray-400 ml-2">2025-11-28</span>
|
||
</div>
|
||
<div class="collapse-content" x-show="open" x-collapse>
|
||
<p class="text-gray-300"><strong>核心催化剂:</strong> 由中泰电子研报引爆的“长鑫产业链合作”新叙事。研报提出晶合集成有望承接长鑫DRAM的逻辑晶圆代工业务，因其与长鑫同在合肥、同为国资背景且是唯一纯逻辑代工厂，战略地位被重塑。叠加半导体行业景气度提升和公司自身基本面支撑，引发资金共振。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||
鑫磊股份 (301317) <span class="text-green-400 ml-2">+11.42%</span> <span class="text-xs text-gray-400 ml-2">2025-07-07</span>
|
||
</div>
|
||
<div class="collapse-content" x-show="open" x-collapse>
|
||
<p class="text-gray-300"><strong>主要原因:</strong> 受长鑫存储启动上市辅导消息刺激，半导体板块整体情绪高涨。虽然无直接业务关联，但在市场情绪驱动下，资金积极寻找产业链相关标的布局，鑫磊股份可能因某种市场预期而受到资金追捧，属于典型的板块情绪带动行情。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||
长电科技 (600584) <span class="text-green-400 ml-2">+5.10%</span> <span class="text-xs text-gray-400 ml-2">2025-09-24</span>
|
||
</div>
|
||
<div class="collapse-content" x-show="open" x-collapse>
|
||
<p class="text-gray-300"><strong>多重利好共振:</strong> 1) 公司在CoWoS等先进封装技术领域国内领先，直接受益于AI与高端存储需求爆发。2) 国产存储双雄（长鑫/长江）崛起带动整个产业链景气度。3) 研报指出其财务指标优于同业，且估值有50-100%的提升空间，市场提前反应预期。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card" x-data="{ open: false }">
|
||
<div class="collapse-title text-xl font-medium" @click="open = !open">
|
||
长川科技 (300604) <span class="text-green-400 ml-2">+6.96%</span> <span class="text-xs text-gray-400 ml-2">2025-12-04</span>
|
||
</div>
|
||
<div class="collapse-content" x-show="open" x-collapse>
|
||
<p class="text-gray-300"><strong>核心驱动:</strong> 市场对长鑫科技即将公布招股说明书的强烈预期引爆半导体设备板块。长川科技作为国产测试设备龙头，被券商明确列为“左侧见底品种”，安全边际高且弹性大，成为资金重点配置的标的，实现板块性估值修复。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Core Companies -->
|
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|
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<h2 class="section-header">核心生态标的 / Core Ecosystem Companies</h2>
|
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|
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|
||
<thead>
|
||
<tr class="text-white text-base border-b border-gray-700">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||
"长鑫、长江产业链(250831)": [{"stock":"雅克科技","reason":"对长江存储和长鑫存储正常供应中，宜兴在建光刻胶及配套产品产能19680吨；半导体前驱体材料供应合肥长鑫。","其他标签":"长江存储-材料供应商, 长鑫存储-材料供应商","stock_code":"002409"},{"stock":"兴福电子","reason":"前十大股东长存资本（武汉）持股2.38%，长存控股是公司第一大客户，2023年上半年荣获长鑫科技集团供应商质量奖。","其他标签":"长江存储-材料供应商","stock_code":"688545"},{"stock":"中船特气","reason":"2024年公司第一大客户为长江存储，电子特气产品毛利率为27.97%。","其他标签":"长江存储-材料供应商","stock_code":"688146"},{"stock":"沪硅产业","reason":"公司已成为国内外知名客户的合格供应商，包括长江存储、长鑫存储等，2023年销售产品约1.6亿元。","其他标签":"长江存储-材料供应商","stock_code":"688126"},{"stock":"立昂微","reason":"12英寸硅片产品已通过多家芯片制造企业的认证通过，客户合作保密。","其他标签":"长江存储-材料供应商","stock_code":"605358"},{"stock":"安集科技","reason":"CMP工艺关键材料，长江存储和长鑫存储均为公司重要客户。","其他标签":"长江存储-材料供应商, 长鑫存储-材料供应商","stock_code":"688019"},{"stock":"鼎龙股份","reason":"抛光垫产品已通过长江存储和合肥长鑫等国内主流晶圆厂的认证。","其他标签":"长江存储-材料供应商, 长鑫存储-材料供应商","stock_code":"300054"},{"stock":"江丰电子","reason":"超高纯金属溅射靶材主要应用于半导体芯片，与长江存储等15家公司共同出资设立长江存储公司。","其他标签":"长江存储-材料供应商","stock_code":"300666"},{"stock":"华特气体","reason":"电子气体覆盖了长江存储、中芯国际、华润微电子等知名半导体客户。","其他标签":"长江存储-材料供应商","stock_code":"688268"},{"stock":"江波龙","reason":"与长江存储、长鑫存储等主要存储晶圆原厂建立长期、稳定和紧密的业务合作关系，生产内存(DDR4/DDR5等)模组。","其他标签":"长江存储-模组公司, 长鑫存储-模组","stock_code":"301308"},{"stock":"中微公司","reason":"刻蚀设备及MOCVD设备已广泛应用于长江存储的产线。","其他标签":"长江存储-设备","stock_code":"688012"},{"stock":"北方华创","reason":"在长江存储产线中份额显著，国内存储产线扩产会带动公司订单较快增长。","其他标签":"长江存储-设备","stock_code":"002371"},{"stock":"盛美上海","reason":"已与长江存储、合肥长鑫等形成较为稳定的合作关系，清洗设备获得合肥长鑫订单。","其他标签":"长江存储-设备, 长鑫存储-设备","stock_code":"688082"},{"stock":"华海清科","reason":"公司专注高端半导体装备，产品已进入长江存储、长鑫存储等企业。","其他标签":"长江存储-设备, 长鑫存储-设备","stock_code":"688120"},{"stock":"芯源微","reason":"发往长江存储的涂胶显影设备已经结束工艺验证；前道涂胶显影设备获得合肥长鑫订单。","其他标签":"长江存储-设备, 长鑫存储-设备","stock_code":"688037"},{"stock":"精测电子","reason":"长江存储以及长鑫存储均为公司客户，中标过长江存储ATE设备。","其他标签":"长江存储-设备","stock_code":"300567"},{"stock":"万业企业","reason":"旗下收购的凯世通（Kinston）主营离子注入机，属于核心设备之一，目前凯世通自主研发的低能大束流离子注入机已进入晶圆验证阶段。","其他标签":"长江存储-设备"},{"stock":"朗迪集团","reason":"认购宁波燕创德鑫基金8000万元份额，间接获得了长鑫科技股权，但持股比例极低。","其他标签":"长江存储-参股","stock_code":"603726"},{"stock":"正帆科技","reason":"正帆对长鑫有早期投资，是长鑫的长期合作伙伴和重要供应商，跟长鑫合肥、北京、上海厂均有合作。","其他标签":"长江存储-参股","stock_code":"688596"},{"stock":"柏诚股份","reason":"长鑫是公司长期合作客户，公司参与长鑫的洁净厂房建设。","其他标签":"长江存储-洁净室","stock_code":"601133"},{"stock":"亚翔集成","reason":"承揽了合肥长鑫洁净室工程。","其他标签":"长江存储-洁净室","stock_code":"603929"},{"stock":"博敏电子","reason":"公司IC载板主要应用于存储领域，客户长鑫存储。","其他标签":"长鑫存储-材料供应商","stock_code":"603936"},{"stock":"精智达","reason":"在半导体存储器测试设备领域与长鑫存储合作。","其他标签":"长鑫存储-设备","stock_code":"688627"},{"stock":"拓荆科技","reason":"公司主要产品包括等离子体增强化学气相沉积(PECVD)设备、原子层沉积(ALD)设备和次常压化学气相沉积(SACVD)设备三个产品系列；公司产品已广泛用于长鑫存储。","其他标签":"长鑫存储-设备","stock_code":"688072"},{"stock":"商络电子","reason":"代理销售存储品牌长鑫存储。","其他标签":"长鑫存储-代理","stock_code":"300975"},{"stock":"中电港","reason":"官网显示有长鑫相关型号产品。","其他标签":"长鑫存储-代理","stock_code":"001287"},{"stock":"兆易创新","reason":"代销长鑫存储DRAM产品；持有长鑫科技0.95%股份。","其他标签":"长鑫存储-代理, 长鑫存储-共设公司","stock_code":"603986"},{"stock":"通富微电","reason":"在存储器方面，公司战略合作长鑫存储，已大规模生产存储产品。","其他标签":"长鑫存储-封测","stock_code":"002156"},{"stock":"深科技","reason":"全资子公司沛顿科技加工的晶圆主力来自长鑫存储。","其他标签":"长鑫存储-封测","stock_code":"000021"},{"stock":"合肥城建","reason":"为合肥长鑫提供厂区、办公区、生活区等专业化项目代建等服务。","其他标签":"长鑫存储-其他","stock_code":"002208"}],
|
||
"长鑫、长江产业链(250925)更新": [{"stock":"养元饮品","reason":"公司持有长江存储股权比例为0.98%（通过芜湖闻名泉泓基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"603156"},{"stock":"国脉文化","reason":"公司持有长江存储股权比例为0.008%（通过央视融媒产投基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"600640"},{"stock":"南方传媒","reason":"公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"601900"},{"stock":"当虹科技","reason":"公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"688039"},{"stock":"市北高新","reason":"公司持有长江存储股权比例为0.004%（通过央视融媒产投基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"600604"},{"stock":"东方明珠","reason":"公司持有长江存储股权比例为0.002%（通过央视融媒产投基金间接持有）","其他标签":"长江存储 - 参股","stock_code":"600637"},{"stock":"雅克科技","reason":"对长存和长鑫正常供应中，宜兴在建光刻胶及配套产品产能19680吨","其他标签":"长江存储 - 材料供应商","stock_code":"002409"},{"stock":"兴福电子","reason":"前十大股东长存资本（武汉）持股2.38%，长存控股是公司第一大客户，2025年上半年荣获长鑫科技集团供应商质量奖","其他标签":"长江存储 - 材料供应商","stock_code":"688545"},{"stock":"中船特气","reason":"2024年公司第一大客户为长江存储，电子特气产品毛利率为27.97%","其他标签":"长江存储 - 材料供应商","stock_code":"688146"},{"stock":"沪硅产业","reason":"公司已成为国内外知名客户的合格供应商，包括长江存储、长鑫存储等，2023年销售产品约1.6亿元","其他标签":"长江存储 - 材料供应商","stock_code":"688126"},{"stock":"立昂微","reason":"12英寸硅片产品已通过多家芯片制造企业的认证通过，客户合作保密","其他标签":"长江存储 - 材料供应商","stock_code":"605358"},{"stock":"安集科技","reason":"CMP工艺关键材料，公司前五名客户中芯国际、台积电、长江存储、华润微电子、华虹宏力","其他标签":"长江存储 - 材料供应商","stock_code":"688019"},{"stock":"鼎龙股份","reason":"抛光垫产品已通过长江存储等国内主流晶圆厂的认证","其他标签":"长江存储 - 材料供应商","stock_code":"300054"},{"stock":"江丰电子","reason":"超高纯金属溅射靶材主要应用于半导体芯片，与长江存储等15家公司共同出资设立长江存储公司","其他标签":"长江存储 - 材料供应商","stock_code":"300666"},{"stock":"华特气体","reason":"电子气体覆盖了长江存储、中芯国际、华润微电子等知名半导体客户","其他标签":"长江存储 - 材料供应商","stock_code":"688268"},{"stock":"江波龙","reason":"已与包括长江存储在内的主要存储晶圆原厂，建立了长期、稳定和紧密的业务合作关系","其他标签":"长江存储 - 模组公司","stock_code":"301308"},{"stock":"中微公司","reason":"刻蚀设备及MOCVD设备已广泛应用于长江存储的产线","其他标签":"长江存储 - 设备","stock_code":"688012"},{"stock":"北方华创","reason":"在长江存储产线中份额显著，国内存储产线扩产会带动公司订单较快增长","其他标签":"长江存储 - 设备","stock_code":"002371"},{"stock":"盛美上海","reason":"已与长江存储、中芯国际、合肥长鑫等国内外半导体行业龙头企业形成了较为稳定的合作关系","其他标签":"长江存储 - 设备","stock_code":"688082"},{"stock":"华海清科","reason":"专注于高端半导体设备和工艺及配套耗材的研发，产品已进入中芯国际、长江存储、长鑫存储等企业","其他标签":"长江存储 - 设备","stock_code":"688120"},{"stock":"芯源微","reason":"发往长江存储的涂胶显影设备已经结束工艺验证，下一步将进行产能测试","其他标签":"长江存储 - 设备","stock_code":"688037"},{"stock":"精测电子","reason":"长江存储以及长鑫存储均为公司客户，中标过长江存储ATE设备","其他标签":"长江存储 - 设备","stock_code":"300567"},{"stock":"万业企业","reason":"旗下收购的凯世通（Kinston）主营离子注入机，属于核心设备之一，自主研发的低能大束流离子注入机已进入晶圆验证阶段","其他标签":"长江存储 - 设备"},{"stock":"兆易创新","reason":"持有长鑫科技股权比例为0.95%","其他标签":"长鑫存储 - 参股","stock_code":"603986"},{"stock":"美的集团","reason":"持有长鑫科技股权比例为0.76%","其他标签":"长鑫存储 - 参股","stock_code":"000333"},{"stock":"上峰水泥","reason":"持有长鑫科技股权比例为0.17%（通过上海君挚璞基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"000672"},{"stock":"朗迪集团","reason":"持有长鑫科技股权比例为0.07%（通过宁波燕创德鑫基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"603726"},{"stock":"正帆科技","reason":"持有长鑫科技股权比例0.02%（通过上海君挚璞基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"688596"},{"stock":"上海建工","reason":"持有长鑫科技股权比例为0.015%（通过芜湖星原基石基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"600170"},{"stock":"上海电气","reason":"持有长鑫科技股权比例为0.01%（通过东方资产间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"601727"},{"stock":"中山公用","reason":"旗下新能源产业基金投资项目包括长鑫存储","其他标签":"长鑫存储 - 参股","stock_code":"000685"},{"stock":"圣元环保","reason":"持有长鑫科技股权比例极低（通过焦作前海方舟半导体基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"300867"},{"stock":"瑞丰新材","reason":"持有长鑫科技股权比例极低（通过焦作前海方舟半导体基金间接持有）","其他标签":"长鑫存储 - 参股","stock_code":"300910"},{"stock":"柏诚股份","reason":"长鑫是公司长期合作客户，公司参与长鑫的洁净厂房建设","其他标签":"长鑫存储 - 洁净室","stock_code":"601133"},{"stock":"亚翔集成","reason":"承揽了合肥长鑫洁净室工程","其他标签":"长鑫存储 - 洁净室","stock_code":"603929"},{"stock":"安集科技","reason":"长鑫存储为公司重要客户；公司主营化学机械抛光液","其他标签":"长鑫存储 - 材料供应商","stock_code":"688019"},{"stock":"雅克科技","reason":"半导体前驱体材料供应合肥长鑫","其他标签":"长鑫存储 - 材料供应商","stock_code":"002409"},{"stock":"鼎龙股份","reason":"抛光垫产品已通过合肥长鑫认证","其他标签":"长鑫存储 - 材料供应商","stock_code":"300054"},{"stock":"博敏电子","reason":"公司IC载板主要应用于存储领域，客户长鑫存储","其他标签":"长鑫存储 - 材料供应商","stock_code":"603936"},{"stock":"精智达","reason":"在半导体存储器测试设备领域与长鑫存储合作","其他标签":"长鑫存储 - 设备","stock_code":"688627"},{"stock":"盛美上海","reason":"清洗设备的中国市场市占率为23%，产品获得合肥长鑫订单","其他标签":"长鑫存储 - 设备","stock_code":"688082"},{"stock":"华海清科","reason":"公司专注高端半导体装备和工艺及配套耗材的研发，产品进入长鑫存储","其他标签":"长鑫存储 - 设备","stock_code":"688120"},{"stock":"芯源微","reason":"前道涂胶显影设备获得合肥长鑫订单","其他标签":"长鑫存储 - 设备","stock_code":"688037"},{"stock":"拓荆科技","reason":"公司主要产品包括等离子体增强化学气相沉积（PECVD）设备、原子层沉积（ALD）设备和次常压化学气相沉积（SACVD）设备三个产品系列；公司产品已广泛用于长鑫存储","其他标签":"长鑫存储 - 设备","stock_code":"688072"},{"stock":"商络电子","reason":"代理销售存储品牌长鑫存储","其他标签":"长鑫存储 - 代理","stock_code":"300975"},{"stock":"中电港","reason":"官网显示有长鑫相关型号产品","其他标签":"长鑫存储 - 代理","stock_code":"001287"},{"stock":"兆易创新","reason":"代销长鑫存储DRAM产品","其他标签":"长鑫存储 - 代理","stock_code":"603986"},{"stock":"通富微电","reason":"在存储器方面，公司战略合作长鑫存储，已大规模生产存储产品","其他标签":"长鑫存储 - 封测","stock_code":"002156"},{"stock":"深科技","reason":"全资子公司沛顿科技加工的晶圆主力来自长鑫存储","其他标签":"长鑫存储 - 封测","stock_code":"000021"},{"stock":"江波龙","reason":"公司重要产品包括内存（DDR4/DDR5等），公司与长鑫存储合作","其他标签":"长鑫存储 - 模组","stock_code":"301308"},{"stock":"合肥城建","reason":"为合肥长鑫提供厂区、办公区、生活区等专业化项目代建等服务","其他标签":"长鑫存储 - 其他","stock_code":"002208"}]
|
||
};
|
||
|
||
const mergedStocks = {};
|
||
|
||
for (const key in stockData) {
|
||
stockData[key].forEach(stock => {
|
||
const code = stock.stock_code || stock.stock;
|
||
if (!mergedStocks[code]) {
|
||
mergedStocks[code] = {
|
||
name: stock.stock,
|
||
code: stock.stock_code,
|
||
reasons: new Set(),
|
||
tags: new Set()
|
||
};
|
||
}
|
||
mergedStocks[code].reasons.add(stock.reason);
|
||
|
||
let currentTags = stock.其他标签;
|
||
if (typeof currentTags === 'string') {
|
||
currentTags.split(',').forEach(tag => mergedStocks[code].tags.add(tag.trim().replace('长江存储 -', '长江').replace('长鑫存储 -', '长鑫').replace('长江存储-', '长江').replace('长鑫存储-', '长鑫').replace('产业链', '')));
|
||
} else if (Array.isArray(currentTags)) {
|
||
currentTags.forEach(tag => mergedStocks[code].tags.add(tag.trim().replace('长江存储 -', '长江').replace('长鑫存储 -', '长鑫').replace('长江存储-', '长江').replace('长鑫存储-', '长鑫').replace('产业链', '')));
|
||
}
|
||
});
|
||
}
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
Object.values(mergedStocks).forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'hover border-b border-gray-800';
|
||
|
||
const nameCell = document.createElement('td');
|
||
nameCell.textContent = stock.name;
|
||
row.appendChild(nameCell);
|
||
|
||
const codeCell = document.createElement('td');
|
||
if (stock.code && stock.code.match(/^\d{6}$/)) {
|
||
codeCell.innerHTML = `<a href="https://valuefrontier.cn/company?scode=${stock.code}" target="_blank" class="text-sky-400 hover:text-sky-200 transition">${stock.code}</a>`;
|
||
} else {
|
||
codeCell.textContent = stock.code || 'N/A';
|
||
}
|
||
row.appendChild(codeCell);
|
||
|
||
const tagsCell = document.createElement('td');
|
||
tagsCell.innerHTML = Array.from(stock.tags).map(tag => `<span class="badge badge-outline badge-info mr-1 mb-1">${tag}</span>`).join('');
|
||
row.appendChild(tagsCell);
|
||
|
||
const reasonCell = document.createElement('td');
|
||
reasonCell.innerHTML = Array.from(stock.reasons).map(r => `<span>${r}</span>`).join('<br><hr class="my-1 border-gray-700">');
|
||
row.appendChild(reasonCell);
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |