647 lines
30 KiB
HTML
647 lines
30 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>碳化硅行业洞察</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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}
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.card {
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backdrop-filter: blur(10px);
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background: rgba(255, 255, 255, 0.05);
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border: 1px solid rgba(255, 255, 255, 0.1);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #10b981);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.badge {
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font-size: 0.75rem;
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padding: 0.25rem 0.5rem;
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border-radius: 9999px;
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font-weight: 600;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background-color: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 18px;
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bottom: 0;
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width: 1px;
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background-color: rgba(255, 255, 255, 0.1);
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}
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table {
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width: 100%;
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border-collapse: collapse;
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}
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th, td {
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padding: 0.75rem;
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text-align: left;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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th {
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background-color: rgba(59, 130, 246, 0.1);
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font-weight: 600;
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color: #e2e8f0;
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font-size: 0.75rem;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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}
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td {
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color: #cbd5e1;
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}
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tr:hover td {
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background-color: rgba(59, 130, 246, 0.05);
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">碳化硅行业洞察</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">第三代半导体核心材料 - 技术突破与需求爆发的临界点</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-4">
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<div class="w-2 h-8 bg-blue-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-white">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-blue-900/30 to-green-900/30 rounded-lg p-6">
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<p class="text-lg text-gray-100 leading-relaxed">
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碳化硅正处于<span class="gradient-text font-bold">"技术突破+需求爆发"</span>的临界点：800V高压平台与光伏储能需求驱动2025年全球市场规模达<span class="text-green-400 font-bold">98亿美元</span>（Yole预测），但<span class="text-yellow-400 font-bold">8英寸衬底良率</span>和<span class="text-yellow-400 font-bold">成本下降速度</span>是短期核心矛盾。国产厂商在衬底环节已具备全球竞争力，但器件端仍依赖海外代工。
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</p>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-green-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-white">概念事件</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<!-- 2024-2025年关键催化 -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-rocket text-blue-400 mr-2"></i>
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2024-2025年关键催化
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</h3>
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<div class="space-y-4">
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-blue-500">
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<p class="text-sm text-gray-300 mb-1">2024年8月</p>
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<p class="text-white">英飞凌全球最大8英寸碳化硅晶圆厂在马来西亚启用，规划2025年量产</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-green-500">
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<p class="text-sm text-gray-300 mb-1">2025年2月</p>
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<p class="text-white">安意法半导体（三安光电+意法合资）重庆8英寸晶圆厂通线，规划年产48万片</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-purple-500">
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<p class="text-sm text-gray-300 mb-1">2025年5月</p>
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<p class="text-white">长飞先进武汉基地投产，年产36万片6英寸晶圆，贡献国产产能30%</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-yellow-500">
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<p class="text-sm text-gray-300 mb-1">2025年3月</p>
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<p class="text-white">比亚迪发布1000V高压平台，碳化硅车型价格下探至10万元级</p>
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</div>
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</div>
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</div>
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<!-- 技术里程碑 -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-microchip text-green-400 mr-2"></i>
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技术里程碑
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</h3>
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<div class="space-y-4">
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-blue-400">
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<p class="text-sm text-gray-300 mb-1">2024年</p>
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<p class="text-white">天岳先进实现8英寸导电型衬底批量出货</p>
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</div>
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<div class="bg-gray-800/50 rounded-lg p-4 border-l-4 border-green-400">
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<p class="text-sm text-gray-300 mb-1">2025年</p>
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<p class="text-white">Meta计划发布碳化硅AR眼镜，单目成本目标降至500-700元</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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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-purple-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-white">核心逻辑与市场认知分析</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<!-- 核心驱动力 -->
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<div class="bg-gradient-to-br from-blue-900/40 to-blue-800/40 rounded-xl p-5">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-cogs text-blue-400 mr-2"></i>
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核心驱动力
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">技术端：</span>
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<span class="text-gray-300">8英寸衬底量产突破，推动单位成本下降30-50%</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">需求端：</span>
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<span class="text-gray-300">800V车型渗透率从20%提升至50%，单车价值量400美元</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">政策端：</span>
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<span class="text-gray-300">中国"十四五"规划列为第三代半导体核心材料</span>
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</div>
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</li>
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</ul>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="bg-gradient-to-br from-green-900/40 to-green-800/40 rounded-xl p-5">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-fire text-green-400 mr-2"></i>
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市场热度与情绪
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-green-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">研报密集度：</span>
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<span class="text-gray-300">2024年11月-2025年5月，15篇深度报告</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">情绪分歧：</span>
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<span class="text-gray-300">对2025年供需平衡存在争议</span>
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</div>
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</li>
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</ul>
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</div>
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<!-- 预期差 -->
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<div class="bg-gradient-to-br from-purple-900/40 to-purple-800/40 rounded-xl p-5">
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-chart-line text-purple-400 mr-2"></i>
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预期差
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<span class="text-purple-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">被低估：</span>
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<span class="text-gray-300">AR眼镜、光伏储能等新兴场景需求</span>
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</div>
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</li>
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<li class="flex items-start">
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<span class="text-purple-400 mr-2">•</span>
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<div>
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<span class="text-white font-medium">被高估：</span>
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<span class="text-gray-300">特斯拉"减少75%碳化硅用量"实为成本优化</span>
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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>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-yellow-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-white">关键催化剂与未来发展路径</h2>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<!-- 近期催化剂 -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-bolt text-yellow-400 mr-2"></i>
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近期催化剂（3-6个月）
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</h3>
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<div class="relative pl-6 space-y-4">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="text-sm text-yellow-400 font-medium mb-1">2025年Q3</p>
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<p class="text-white">天岳先进上海临港二期30万片8英寸产能投产</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="text-sm text-yellow-400 font-medium mb-1">2025年Q4</p>
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<p class="text-white">比亚迪/小鹏800V车型密集上市，碳化硅模块订单落地</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="text-sm text-yellow-400 font-medium mb-1">2025年Q4</p>
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<p class="text-white">Meta碳化硅AR眼镜发布，验证消费电子场景可行性</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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<!-- 长期路径 -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
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<i class="fas fa-road text-blue-400 mr-2"></i>
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长期路径
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</h3>
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<div class="relative pl-6 space-y-4">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="text-sm text-blue-400 font-medium mb-1">2025-2027年</p>
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<p class="text-white">8英寸衬底成本降至2000元/片（当前8000-10000元），推动光伏逆变器全面替代硅基IGBT</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-800/50 rounded-lg p-4">
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<p class="text-sm text-blue-400 font-medium mb-1">2028年后</p>
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<p class="text-white">碳化硅器件在储能变流器、电网固态变压器等新场景渗透，全球市场规模突破200亿美元</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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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-2 h-8 bg-indigo-500 rounded mr-3"></div>
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<h2 class="text-2xl font-bold text-white">产业链与核心公司深度剖析</h2>
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</div>
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<!-- 产业链图谱 -->
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<div class="mb-8">
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<h3 class="text-xl font-semibold text-white mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-900/30 to-blue-800/30 rounded-lg p-4 text-center">
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<div class="text-blue-400 text-3xl mb-2">
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<i class="fas fa-layer-group"></i>
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</div>
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<h4 class="text-lg font-semibold text-white mb-2">上游</h4>
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<p class="text-gray-300">衬底（天岳先进、晶盛机电）、外延（瀚天天成）、设备（晶升股份、北方华创）</p>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 rounded-lg p-4 text-center">
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<div class="text-green-400 text-3xl mb-2">
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<i class="fas fa-microchip"></i>
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</div>
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<h4 class="text-lg font-semibold text-white mb-2">中游</h4>
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<p class="text-gray-300">器件（斯达半导、时代电气）、模块（比亚迪半导体）</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/30 rounded-lg p-4 text-center">
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<div class="text-purple-400 text-3xl mb-2">
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<i class="fas fa-industry"></i>
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</div>
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<h4 class="text-lg font-semibold text-white mb-2">下游</h4>
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<p class="text-gray-300">车企（比亚迪、小鹏）、光伏（阳光电源）、AR（Meta）</p>
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</div>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div>
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<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr>
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<th>公司</th>
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<th>环节</th>
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<th>竞争优势</th>
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<th>风险点</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 class="font-medium text-white">天岳先进</td>
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<td>衬底</td>
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<td>8英寸良率60%+，绑定英飞凌/博世</td>
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<td>客户集中度高（前五大占80%）</td>
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</tr>
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<tr>
|
||
<td class="font-medium text-white">晶盛机电</td>
|
||
<td>设备+衬底</td>
|
||
<td>全产业链自制率90%，8英寸规划25万片</td>
|
||
<td>光伏主业拖累估值</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium text-white">斯达半导</td>
|
||
<td>器件</td>
|
||
<td>特斯拉Model 3 SiC模块主供</td>
|
||
<td>依赖海外代工（汉磊/X-FAB）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium text-white">比亚迪半导体</td>
|
||
<td>IDM</td>
|
||
<td>自供+外销，2025年产能100万辆车</td>
|
||
<td>技术迭代慢于海外龙头</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-red-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-white">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-white mb-2 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-400 mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p class="text-gray-300">8英寸衬底微管缺陷密度仍高于海外（天岳0.5cm⁻² vs Wolfspeed 0.1cm⁻²）</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/20 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-white mb-2 flex items-center">
|
||
<i class="fas fa-dollar-sign text-red-400 mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<p class="text-gray-300">碳化硅模块成本为硅基3倍，若2025年未降至2倍以内，可能延缓中低端车型渗透</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="space-y-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-white mb-2 flex items-center">
|
||
<i class="fas fa-ban text-red-400 mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p class="text-gray-300">美国对华半导体设备出口管制或影响外延炉（意大利LPE设备交货期已延长至18个月）</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/20 rounded-lg p-4 border-l-4 border-red-500">
|
||
<h3 class="text-lg font-semibold text-white mb-2 flex items-center">
|
||
<i class="fas fa-question-circle text-red-400 mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p class="text-gray-300">东吴机械称"2025年设备市场100亿元"，但晶盛机电碳化硅设备收入仅10亿元（2024年），存在高估</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-teal-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-white">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-6">
|
||
<!-- 阶段判断 -->
|
||
<div class="bg-gradient-to-br from-teal-900/30 to-teal-800/30 rounded-xl p-5">
|
||
<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
|
||
<i class="fas fa-flag-checkered text-teal-400 mr-2"></i>
|
||
阶段判断
|
||
</h3>
|
||
<p class="text-gray-300">碳化硅已从<span class="text-yellow-400 font-medium">主题炒作</span>（2023年）进入<span class="text-green-400 font-medium">基本面驱动</span>（2024-2025年），核心跟踪8英寸衬底出货量和车企800V车型销量。</p>
|
||
</div>
|
||
|
||
<!-- 关键跟踪指标 -->
|
||
<div class="bg-gradient-to-br from-indigo-900/30 to-indigo-800/30 rounded-xl p-5">
|
||
<h3 class="text-xl font-semibold text-white mb-4 flex items-center">
|
||
<i class="fas fa-chart-bar text-indigo-400 mr-2"></i>
|
||
关键跟踪指标
|
||
</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-indigo-400 mr-2">1.</span>
|
||
<span class="text-gray-300">天岳先进8英寸衬底月出货量（当前1万片/月，目标3万片/月）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-indigo-400 mr-2">2.</span>
|
||
<span class="text-gray-300">比亚迪800V车型碳化硅渗透率（2025年目标30%，当前10%）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-indigo-400 mr-2">3.</span>
|
||
<span class="text-gray-300">碳化硅模块价格（2025年需降至0.2元/W以下，当前0.3元/W）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资方向 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-white mb-4">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-green-900/30 to-green-800/30 rounded-lg p-4">
|
||
<div class="text-green-400 text-2xl mb-2">
|
||
<i class="fas fa-check-circle"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-white mb-2">最确定</h4>
|
||
<p class="text-gray-300">天岳先进（8英寸衬底龙头，2025年利润8亿元，50倍PE对应400亿市值，当前翻倍空间）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-yellow-900/30 to-yellow-800/30 rounded-lg p-4">
|
||
<div class="text-yellow-400 text-2xl mb-2">
|
||
<i class="fas fa-rocket"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-white mb-2">弹性最大</h4>
|
||
<p class="text-gray-300">晶升股份（单晶炉市占率从30%提升至50%，2025年订单20亿元）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/30 rounded-lg p-4">
|
||
<div class="text-purple-400 text-2xl mb-2">
|
||
<i class="fas fa-lightbulb"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-white mb-2">预期差</h4>
|
||
<p class="text-gray-300">德龙激光（激光切割设备国产替代，绑定天岳先进，未充分定价）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-2 h-8 bg-cyan-500 rounded mr-3"></div>
|
||
<h2 class="text-2xl font-bold text-white">关联股票数据</h2>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目/技术/产品</th>
|
||
<th>产能</th>
|
||
<th>产业链</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [{'碳化硅(250521)': [{'stock': '天岳先进', '分类': '碳化硅衬底', '项目': 'SEMICON 2025参展', '产能': '年产30万片导电型衬底', '产业链': '衬底生产', 'reason': '2025年携全系产品亮相SEMICON 2025，上海工厂提前实现年产30万片导电型衬底产能，总产量达41.02万片（科互动）'}, {'stock': '晶盛机电', '分类': '碳化硅衬底', '技术': '8英寸导电型/光学级碳化硅', '产业链': '长晶到加工全链条', 'reason': '2025年展出8英寸导电型、光学级碳化硅及12英寸多晶碳化硅，覆盖长晶到加工全链条技术（网络公开资料）'}, {'stock': '露笑科技', '分类': '碳化硅衬底', '项目': '6英寸导电型衬底生产', '产能': '年产量20万片', '产业链': '', 'reason': '碳化硅业务主要为6英寸导电型衬底生产销售，募集资金预计年产量20万片（科公告）'}, {'stock': '三安光电', '分类': '碳化硅衬底', '产能': '6/8英寸产线', '项目': '湖南三安产线建设', '产业链': '', 'reason': '湖南三安拥有6英寸配套产能16000片/月，8英寸外延/芯片产线在建，安意法2025年2月通线首期2000片/月（科互动）'}, {'stock': '华润微', '分类': '碳化硅器件', '产品': '碳化硅二极管/SiC MOSFET', '产业链': '产品上量阶段', 'reason': '已形成系列化碳化硅二极管和SiC MOSFET产品，相关产品正处上量和市场推广阶段（科互动）'}, {'stock': '扬杰科技', '分类': '碳化硅器件', '项目': '越南封装基地', '产能': 'SiC芯片产线', '产业链': '封装/供应链优化', 'reason': '越南封装基地一期量产，首条SiC芯片产线投产，与外延片供应商签署战略合作优化供应链（科互动）'}, {'stock': '时代电气', '分类': '碳化硅器件', '技术': 'SiC芯片线升级', '产能': '4/6/8英寸产线', '产业链': '', 'reason': '碳化硅芯片生产线技术能力提升项目建成后将4英寸线提升至6英寸，现有4英寸线产能10000片/年提升至6英寸25000片/年（科互动）'}, {'stock': '国星光电', '分类': '碳化硅器件', '业务': '第三代化合物半导体封测', '产业链': '', 'reason': '布局第三代化合物半导体封测（网络公开资料）'}, {'stock': '苏州固锝', '分类': '碳化硅器件', '产品': 'SiC器件', '产业链': '肖特基二极管/MOSFET', 'reason': 'SiC器件涵盖肖特基二极管、MOSFET等（网络公开资料）'}, {'stock': '芯朋微', '分类': '碳化硅器件', '研发': 'SiC器件/材料', '应用': '新能源汽车', '产业链': '', 'reason': '针对SiC器件结构和材料研发已见效，推出车规级SiC器件和内置SiC电源芯片产品（科互动）'}, {'stock': '斯达半导', '分类': '碳化硅器件', '项目': 'SiC MOSFET芯片', '产能': '高压功率芯片', '产业链': '', 'reason': '推进6万片6英寸车规级SiC MOSFET芯片及30万片6英寸3300V以上高压功率芯片产能建设（科公告）'}, {'stock': '合盛硅业', '分类': '碳化硅材料', '项目': '8英寸衬底研发', '产能': '6英寸量产', '产业链': '', 'reason': '6英寸衬底已全面量产，8英寸衬底研发依托自研体系和高效研发已开始小批量生产（科互动）'}, {'stock': '宁新新材', '分类': '碳化硅材料', '业务': '碳化硅产品', '产业链': '硅基负极材料', 'reason': '子公司宁和达拥有碳化硅产品，协办硅基负极材料研讨会（科公告）'}, {'stock': '东尼电子', '分类': '碳化硅材料', '项目': '8英寸衬底', '产能': '小批量订单', '产业链': '', 'reason': '8英寸碳化硅衬底处于研发验证阶段，已有小批量订单（科互动）'}, {'stock': '民德电子', '分类': '碳化硅材料', '产能': '6/8英寸晶圆代工', '项目': '晶圆代工产线', '产业链': '', 'reason': '高端特色工艺半导体晶圆代工，一期规划年产120万片6英寸硅基晶圆代工产能，少量8英寸硅基晶圆代工产能（科互动）'}, {'stock': '晶升股份', '分类': '设备相关', '技术': '多线切割机模型', '产业链': '长晶-切割-外延', 'reason': '2025年SEMICON展首次发布多线切割机模型，完善碳化硅长晶-切割-外延设备全链条能力（科互动）'}]}];
|
||
|
||
// 填充股票数据表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['碳化硅(250521)'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
|
||
// 获取项目/技术/产品/业务/研发的值
|
||
const projectTechProduct = stock['项目'] || stock['技术'] || stock['产品'] || stock['业务'] || stock['研发'] || '-';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-medium text-white">${stock['stock']}</td>
|
||
<td>${stock['分类']}</td>
|
||
<td>${projectTechProduct}</td>
|
||
<td>${stock['产能'] || '-'}</td>
|
||
<td>${stock['产业链'] || '-'}</td>
|
||
<td>${stock['reason']}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |