498 lines
31 KiB
HTML
498 lines
31 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 name="viewport" content="width=device-width, initial-scale=1.0">
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<title>超硬材料 | 深度行业研究</title>
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--glow-color: hsl(193, 95%, 68%);
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background-color: #020412;
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color: #E2E8F0; /* slate-200 */
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background-image:
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/* Specific grid item spans */
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.bento-item-3 { grid-column: span 5; }
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.bento-item-4 { grid-column: span 12; }
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</head>
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<body class="antialiased">
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<div class="container mx-auto p-4 md:p-8 lg:p-12 max-w-7xl">
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<!-- Header Section -->
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<header class="text-center mb-16">
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<h1 class="text-5xl md:text-6xl font-bold tracking-tighter" style="background: linear-gradient(90deg, #F0F8FF, #A7C7E7, #6A5ACD); -webkit-background-clip: text; -webkit-text-fill-color: transparent;">
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超硬材料 深度行业研究
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</h1>
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<p class="mt-4 text-slate-400 max-w-3xl mx-auto">
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从“工业牙齿”到“尖端功能材料”的价值重估，由国家战略与新兴科技双轮驱动的未来赛道。
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</p>
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<div class="mt-6 text-xs text-slate-500">
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<p>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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<!-- Concept Events Timeline -->
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<section id="timeline" class="mb-24">
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<h2 class="section-title text-center mb-12">概念演进：关键事件时间轴</h2>
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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 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2024年8月15日</time>
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<div class="text-lg font-black text-sky-300">首次管制：设备与技术</div>
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<div class="timeline-box p-4 mt-2">商务部、海关总署宣布对超硬材料生产核心设备（六面顶压机、MPCVD设备）及相关技术实施出口管制，首次将该材料提升至战略层面。</div>
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</div>
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<hr class="bg-sky-300/50"/>
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</li>
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<li>
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<hr class="bg-sky-300/50"/>
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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 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-slate-400">2025年7月31日</time>
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<div class="text-lg font-black text-violet-300">技术突破：六方金刚石</div>
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<div class="timeline-box p-4 mt-2">我国科学家成功合成百微米级六方金刚石，性能有望超越传统立方金刚石，为功能性应用打开新的想象空间。</div>
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</div>
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<hr class="bg-violet-300/50"/>
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</li>
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<li>
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<hr class="bg-violet-300/50"/>
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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 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2025年10月9日</time>
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<div class="text-lg font-black text-fuchsia-300">二次管制：产品升级</div>
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<div class="timeline-box p-4 mt-2">管制范围扩大到具体产品，包括特定规格的人造金刚石微粉、单晶、线锯等。此举引发市场对全球供需格局重塑的强烈预期，A股概念股掀起涨停潮。</div>
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</div>
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<hr class="bg-fuchsia-300/50"/>
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</li>
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<li>
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<hr class="bg-fuchsia-300/50"/>
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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 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.00-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-slate-400">2025年11月7日</time>
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<div class="text-lg font-black text-emerald-300">管制动态调整</div>
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<div class="timeline-box p-4 mt-2">商务部宣布暂停实施10月发布的出口管制，有效期一年。政策的动态调整再次引发市场剧烈波动，板块再度大涨。</div>
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</div>
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<hr/>
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</li>
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</ul>
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</section>
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<!-- Core Insight Section -->
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<section id="insight" class="mb-24">
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<h2 class="section-title text-center mb-12">核心洞察：价值重估的拐点</h2>
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<div class="bento-grid">
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<div class="bento-item-1 p-8 glass-card glow-shadow">
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<h3 class="subsection-title mb-4">核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">
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“超硬材料”概念正处在一个由<strong class="text-sky-300">“传统工业耗材”向“尖端功能材料”</strong>转型的价值重估拐点。其核心驱动力源于<strong class="text-violet-300">国家战略层面的政策加持</strong>与<strong class="text-fuchsia-300">下游新兴科技产业（AI算力、机器人）需求爆发</strong>的双轮驱动。当前，市场已完成对该概念的初步认知，但对其在新兴应用领域的商业化进程和真实价值贡献仍存在显著预期差，未来潜力巨大，但短期表现将与政策动态和技术验证进度高度相关。
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</p>
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</div>
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<div class="bento-item-2 p-8 glass-card">
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<h3 class="subsection-title mb-4">核心驱动力：政策与技术的双螺旋</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-sky-300">1. 政策驱动的国家战略定位</h4>
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<p class="text-sm text-slate-400">2024年以来的系列出口管制，将超硬材料从普通工业品提升至<strong class="text-glow">国家战略资源</strong>的高度。基于我国在全球人造金刚石产量<strong class="text-yellow-300 mono-font">>95%</strong>的绝对主导地位，通过管制可有效保护技术优势，重塑全球供应链，并在高科技竞争中获得战略筹码。</p>
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</div>
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<div>
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<h4 class="font-semibold text-violet-300">2. 技术突破驱动的应用场景扩张</h4>
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<p class="text-sm text-slate-400">彻底改变行业估值天花板。三大增量市场浮现：</p>
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<ul class="list-disc list-inside text-sm text-slate-400 mt-2 space-y-1">
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<li><strong class="text-fuchsia-300">AI算力散热：</strong>金刚石热沉片，解决高性能芯片散热瓶颈，市场规模有望达<strong class="mono-font">超百亿元</strong>。</li>
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<li><strong class="text-fuchsia-300">机器人精密加工：</strong>PCBN刀具用于人形机器人核心部件“行星滚柱丝杠”加工，<strong class="mono-font">效率提升10倍以上</strong>。</li>
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<li><strong class="text-fuchsia-300">半导体加工：</strong>超硬金刚石钻针用于单晶硅加工，<strong class="mono-font">寿命提升百倍</strong>。</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bento-item-3 p-8 glass-card">
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<h3 class="subsection-title mb-4">市场热度与预期差</h3>
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<p class="text-sm text-slate-400 mb-4">市场热度极高，呈<strong class="text-amber-300">脉冲式爆发</strong>和<strong class="text-rose-400">高波动性</strong>特征，每次政策变动均引发板块集体涨停。</p>
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<div class="space-y-3">
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<div class="alert bg-slate-800/50 border-slate-700">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-warning" fill="none" viewBox="0 0 24 24"><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>
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<h3 class="font-bold">宏大叙事 vs. 实际收入</h3>
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<div class="text-xs">沃尔德路演数据显示，被寄予厚望的丝杠刀具业务2024年收入仅约<strong class="mono-font">500万元</strong>，新应用仍处导入期，市场乐观预期可能已严重透支。</div>
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</div>
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</div>
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<div class="alert bg-slate-800/50 border-slate-700">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6 text-info" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<h3 class="font-bold">被忽略的关键点：CBN</h3>
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<div class="text-xs">市场普遍关注金刚石，但机器人丝杠加工刀具核心材料是<strong class="mono-font">PCBN</strong>(聚晶立方氮化硼)，该领域关注度不足，可能存在认知洼地。</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 class="bento-item-4 p-8 glass-card">
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<h3 class="subsection-title mb-4">未来发展路径</h3>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="border-l-2 border-sky-500 pl-4">
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<h4 class="font-bold text-sky-300">第一阶段 (当前)</h4>
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<p class="text-xs font-semibold mono-font">政策驱动与主题孵化期</p>
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<p class="text-sm text-slate-400 mt-2">以出口管制政策为核心催化剂，市场完成战略价值认知重塑。新应用处于小批量验证和送样阶段，业绩贡献极小。</p>
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</div>
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<div class="border-l-2 border-violet-500 pl-4">
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<h4 class="font-bold text-violet-300">第二阶段 (1-3年)</h4>
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<p class="text-xs font-semibold mono-font">关键应用商业化突破期</p>
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<p class="text-sm text-slate-400 mt-2">少数头部企业在特定新兴领域实现技术和产能突破，获得规模化订单，财报开始兑现增长逻辑，龙头出现阿尔法行情。</p>
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</div>
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<div class="border-l-2 border-fuchsia-500 pl-4">
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<h4 class="font-bold text-fuchsia-300">第三阶段 (3-5年+)</h4>
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<p class="text-xs font-semibold mono-font">产业规模化与成本下降期</p>
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<p class="text-sm text-slate-400 mt-2">技术成熟和规模效应显现，成本下降，应用从尖端领域向更广泛的高端制造和消费电子渗透，行业进入成熟增长阶段。</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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<!-- Industry Deep Dive -->
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<section id="deepdive" class="mb-24">
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<h2 class="section-title text-center mb-12">产业深度剖析</h2>
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<div class="grid lg:grid-cols-2 gap-8">
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<!-- Industry Chain -->
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<div class="glass-card p-8">
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<h3 class="subsection-title mb-6">产业链图谱</h3>
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<div id="sankey-chart" class="w-full h-96"></div>
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</div>
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<!-- Key Players -->
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<div class="glass-card p-8">
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<h3 class="subsection-title mb-6">核心玩家对比</h3>
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<div class="space-y-4">
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<div class="collapse collapse-plus bg-slate-800/50 border border-slate-700 rounded-xl">
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<input type="radio" name="player-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">沃尔德 (688028)</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm text-slate-300"><strong class="text-white">定位：</strong>逻辑最纯粹的“新兴应用开拓者”。</p>
|
||
<p class="text-xs text-slate-400 mt-1"><strong class="text-slate-200">优势：</strong>聚焦高端超硬刀具和功能材料，在机器人丝杠刀具、金刚石热沉片等前沿领域布局最深入具体。</p>
|
||
<p class="text-xs text-slate-400 mt-1"><strong class="text-slate-200">风险：</strong>新业务商业化进度不及预期，当前收入贡献极小。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-slate-700 rounded-xl">
|
||
<input type="radio" name="player-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-violet-300">四方达 (300179)</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm text-slate-300"><strong class="text-white">定位：</strong>技术全面的“设备+材料”平台型公司。</p>
|
||
<p class="text-xs text-slate-400 mt-1"><strong class="text-slate-200">优势：</strong>掌握上游关键MPCVD设备技术，能量产高品质CVD金刚石，产业链布局完整，逻辑稳健性更高。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-slate-700 rounded-xl">
|
||
<input type="radio" name="player-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-fuchsia-300">力量钻石 (301071)</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm text-slate-300"><strong class="text-white">定位：</strong>上游材料的“弹性龙头”。</p>
|
||
<p class="text-xs text-slate-400 mt-1"><strong class="text-slate-200">优势：</strong>培育钻石和金刚石单晶龙头，业务纯度最高(97.28%来自超硬材料)，技术和规模领先，股价弹性最大。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-slate-800/50 border border-slate-700 rounded-xl">
|
||
<input type="radio" name="player-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-300">中兵红箭 (000519) / 黄河旋风 (600172)</div>
|
||
<div class="collapse-content">
|
||
<p class="text-sm text-slate-300"><strong class="text-white">定位：</strong>传统领域的“规模巨头”。</p>
|
||
<p class="text-xs text-slate-400 mt-1"><strong class="text-slate-200">优势：</strong>老牌龙头，体量大，在传统工业金刚石领域根基深厚，具备规模和成本优势。对政策影响反馈较为“中性”。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks and Challenges -->
|
||
<section id="risks" class="mb-24">
|
||
<h2 class="section-title text-center mb-12">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center gap-4">
|
||
<div class="radial-progress text-error text-opacity-80" style="--value:75; --size:3.5rem; --thickness: 4px;" role="progressbar">T</div>
|
||
<div>
|
||
<h4 class="font-bold text-error text-opacity-80">技术风险</h4>
|
||
<p class="text-xs text-slate-400">大尺寸、高品质功能金刚石的量产瓶颈；六方金刚石等新材料商业化遥远。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center gap-4">
|
||
<div class="radial-progress text-warning text-opacity-80" style="--value:60; --size:3.5rem; --thickness: 4px;" role="progressbar">B</div>
|
||
<div>
|
||
<h4 class="font-bold text-warning text-opacity-80">商业化风险</h4>
|
||
<p class="text-xs text-slate-400">PCBN刀具等产品成本高昂(600-2000元/片)，可能阻碍下游渗透率提升。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<div class="flex items-center gap-4">
|
||
<div class="radial-progress text-info text-opacity-80" style="--value:85; --size:3.5rem; --thickness: 4px;" role="progressbar">P</div>
|
||
<div>
|
||
<h4 class="font-bold text-info text-opacity-80">政策与竞争风险</h4>
|
||
<p class="text-xs text-slate-400">出口管制政策高度不确定性；国际巨头在配方、工艺上仍有优势，存在技术追赶风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data -->
|
||
<section id="stocks" class="mb-12">
|
||
<h2 class="section-title text-center mb-12">相关概念股</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 业务占比</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>中兵红箭</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000519" target="_blank" class="link link-hover text-sky-400 mono-font">000519</a></td>
|
||
<td>2023H1超硬材料及其制品营收8.19亿，占比37.35%</td>
|
||
<td><div class="badge badge-outline badge-primary">超硬材料</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>黄河旋风</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600172" target="_blank" class="link link-hover text-sky-400 mono-font">600172</a></td>
|
||
<td>2023H1超硬材料及复合材料合计营收5.55亿，占比79.34%</td>
|
||
<td><div class="badge badge-outline badge-primary">超硬材料</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>力量钻石</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301071" target="_blank" class="link link-hover text-sky-400 mono-font">301071</a></td>
|
||
<td>2023H1超硬材料营收2.35亿，占比97.28%</td>
|
||
<td><div class="badge badge-outline badge-primary">超硬材料</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>四方达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300179" target="_blank" class="link link-hover text-sky-400 mono-font">300179</a></td>
|
||
<td>自主研发MPCVD设备及CVD金刚石工艺，生产高品质大尺寸CVD金刚石</td>
|
||
<td><div class="badge badge-outline badge-secondary">MPCVD设备</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>国机精工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002046" target="_blank" class="link link-hover text-sky-400 mono-font">002046</a></td>
|
||
<td>已成功攻克MPCVD法合成金刚石关键技术</td>
|
||
<td><div class="badge badge-outline badge-secondary">MPCVD设备</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>晶盛机电</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300316" target="_blank" class="link link-hover text-sky-400 mono-font">300316</a></td>
|
||
<td>成功研发MPCVD法金刚石晶体生长设备，可培育10克拉级钻石</td>
|
||
<td><div class="badge badge-outline badge-secondary">MPCVD设备</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>沃尔德</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688028" target="_blank" class="link link-hover text-sky-400 mono-font">688028</a></td>
|
||
<td>少数能够全部掌握CVD金刚石生长技术的公司之一</td>
|
||
<td><div class="badge badge-outline badge-accent">其他</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>*ST亚振</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603389" target="_blank" class="link link-hover text-sky-400 mono-font">603389</a></td>
|
||
<td>参股30%的亚振钻石主要从事CVD大尺寸金刚石制造销售</td>
|
||
<td><div class="badge badge-outline badge-accent">其他</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>曼卡龙</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300945" target="_blank" class="link link-hover text-sky-400 mono-font">300945</a></td>
|
||
<td>销售镶嵌有培育钻石的珠宝首饰（不生产超硬材料）</td>
|
||
<td><div class="badge badge-outline badge-accent">其他</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
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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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