614 lines
29 KiB
HTML
614 lines
29 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>SRAM存储概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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.gradient-bg {
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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#particles-js {
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background: linear-gradient(120deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-text-fill-color: transparent;
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.table-responsive {
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@media (max-width: 640px) {
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.table-responsive {
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overflow-x: scroll;
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.card-body {
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padding: 1rem;
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}
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</style>
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</head>
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<body class="gradient-bg text-gray-100">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">SRAM存储概念分析</h1>
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<p class="text-xl text-gray-300 max-w-3xl mx-auto">
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技术突破 + 周期复苏 + AI需求爆发，SRAM存储迎来三重共振
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow mb-8">
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<div class="card-body">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-blue-400"></i>概念事件
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-bold text-lg text-blue-300">2024年2月20日</h3>
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<p class="text-gray-200">Groq发布LPU推理芯片，<span class="text-yellow-300 font-semibold">首次采用230MB SRAM替代HBM</span>，实现比GPU快20倍的推理速度（750TOPS@INT8），引发市场对SRAM技术路线的关注。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-bold text-lg text-blue-300">2024年7月</h3>
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<p class="text-gray-200">恒烁股份宣布与中科大合作开发<span class="text-yellow-300 font-semibold">SRAM数字存算一体芯片</span>，算力达TOPS级，目标应用于数据中心和汽车电子。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-bold text-lg text-blue-300">2025年2月5日</h3>
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<p class="text-gray-200">A股SRAM概念股集体异动，<span class="text-yellow-300 font-semibold">北京君正、恒烁股份、西测测试等涨停</span>，催化因素为Groq技术突破叠加存储周期复苏预期。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-bold text-lg text-blue-300">2025年3月</h3>
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<p class="text-gray-200">MWC 2025展会华为展示SRAM相关存储创新，Omdia预测<span class="text-yellow-300 font-semibold">2025-2029年存储设备CAGR达12.5%</span>，SRAM作为AI存储升级方向被重点提及。</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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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-r from-blue-900 to-purple-900 bg-opacity-70 backdrop-blur-sm card-shadow mb-8">
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<div class="card-body">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-300"></i>核心观点摘要
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</h2>
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<blockquote class="text-xl font-light italic border-l-4 border-blue-400 pl-4 py-2">
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SRAM存储正处于<span class="text-yellow-300 font-semibold">技术突破（存算一体）+周期复苏（存储涨价）+AI需求爆发</span>的三重共振阶段。短期看，Groq事件催化主题炒作；中长期看，SRAM在存算一体芯片中的不可替代性（高速、低延迟）将驱动基本面价值重估。
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</blockquote>
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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="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-cogs mr-2 text-green-400"></i>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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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold text-blue-300">技术突破</span>
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<p class="text-gray-300">SRAM是唯一可集成于CMOS工艺的存储介质，<span class="text-yellow-300">存算一体芯片需依赖SRAM实现低延迟计算</span>（如Groq的230MB SRAM带宽达80TB/s）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold text-blue-300">需求爆发</span>
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<p class="text-gray-300">AI推理场景（如LPU、边缘计算）对SRAM需求激增，<span class="text-yellow-300">单机SRAM用量从MB级跃升至GB级</span>（如Groq需500颗芯片跑70B模型）。</p>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-400 mt-1 mr-2"></i>
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<div>
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<span class="font-semibold text-blue-300">周期共振</span>
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<p class="text-gray-300">存储行业2024Q4进入涨价周期，<span class="text-yellow-300">SRAM作为利基市场（全球约60亿美元）弹性更大</span>（中泰证券预测Q2利基产品涨价10%）。</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>
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-chart-line mr-2 text-purple-400"></i>市场热度与情绪
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</h3>
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<div class="space-y-4">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<div class="flex justify-between items-center mb-2">
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<span class="font-semibold text-blue-300">新闻热度</span>
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<span class="text-sm text-gray-400">2025年2月5日</span>
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</div>
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<div class="flex items-center justify-between">
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<div>
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<p class="text-2xl font-bold text-yellow-300">1.2亿+</p>
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<p class="text-sm text-gray-300">微博阅读量</p>
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</div>
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<div class="text-right">
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<p class="text-2xl font-bold text-green-400">+8.7%</p>
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<p class="text-sm text-gray-300">当日板块涨幅</p>
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</div>
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</div>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<div class="flex justify-between items-center mb-2">
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<span class="font-semibold text-blue-300">研报密集度</span>
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<span class="text-sm text-gray-400">2024.12-2025.03</span>
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</div>
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<div class="flex items-center">
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<div class="flex-1">
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<div class="w-full bg-gray-600 rounded-full h-2.5">
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<div class="bg-purple-500 h-2.5 rounded-full" style="width: 100%"></div>
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</div>
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</div>
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<span class="ml-3 text-xl font-bold text-purple-400">12篇</span>
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</div>
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<p class="text-sm text-gray-300 mt-2">深度报告聚焦SRAM存算一体，机构一致预期2025年为商业化元年</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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<!-- 预期差分析 -->
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow mb-8">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-exclamation-triangle mr-2 text-yellow-400"></i>预期差分析
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</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold text-lg text-blue-300 mb-3">市场认知</h4>
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<div class="bg-red-900 bg-opacity-30 border-l-4 border-red-500 p-4 rounded">
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<p class="text-gray-200">普遍将SRAM视为"<span class="text-red-300 font-semibold">HBM替代品</span>"，忽略其<span class="text-yellow-300 font-semibold">存算一体核心载体</span>价值。</p>
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</div>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-blue-300 mb-3">被忽略的关键点</h4>
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<ul class="space-y-2">
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<li class="flex items-start">
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<i class="fas fa-angle-right text-blue-400 mt-1 mr-2"></i>
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<p class="text-gray-300">SRAM成本随工艺微缩<span class="text-yellow-300">不降反升</span>（7nm后成本占比超70%），但存算一体可通过架构创新抵消（如Groq数据流设计）。</p>
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</li>
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<li class="flex items-start">
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<i class="fas fa-angle-right text-blue-400 mt-1 mr-2"></i>
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<p class="text-gray-300">国内厂商（如恒烁股份）SRAM存算芯片<span class="text-yellow-300">2025年Q3流片</span>，进度领先市场预期。</p>
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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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</div>
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<!-- 催化剂与发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-rocket mr-2 text-orange-400"></i>近期催化剂（3-6个月）
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</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<span class="font-bold">1</span>
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</div>
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<div>
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<h4 class="font-semibold text-blue-300">恒烁股份SRAM存算芯片送样</h4>
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<p class="text-gray-300 text-sm">2025年Q3：验证AI眼镜/车载场景落地能力</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<span class="font-bold">2</span>
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</div>
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<div>
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<h4 class="font-semibold text-blue-300">华为/阿里存算一体芯片发布</h4>
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<p class="text-gray-300 text-sm">可能采用SRAM方案，引爆供应链需求</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
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<span class="font-bold">3</span>
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</div>
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<div>
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<h4 class="font-semibold text-blue-300">存储价格信号</h4>
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<p class="text-gray-300 text-sm">若利基SRAM Q2涨价<span class="text-yellow-300">>15%</span>（中泰专家预测），将强化周期逻辑</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 class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-road mr-2 text-green-400"></i>长期发展路径
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</h3>
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<div class="space-y-4">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">2025-2026年</h4>
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<p class="text-gray-300">SRAM存算芯片在<span class="text-yellow-300">边缘AI设备</span>（智能穿戴、车载）规模化应用，市场规模从<span class="text-green-400">0.5亿美元→5亿美元</span></p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">2027年后</h4>
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<p class="text-gray-300">向<span class="text-yellow-300">云端推理</span>渗透，与HBM形成互补（SRAM负责低延迟缓存，HBM负责大容量存储）</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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<!-- 产业链与核心公司 -->
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow mb-8">
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<div class="card-body">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-sitemap mr-2 text-cyan-400"></i>产业链与核心公司深度剖析
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</h3>
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<!-- 产业链图谱 -->
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<div class="mb-6">
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<h4 class="font-semibold text-lg text-blue-300 mb-3">产业链图谱</h4>
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<div class="flex flex-col md:flex-row justify-between items-center bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-blue-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-industry text-2xl"></i>
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</div>
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<p class="font-semibold">上游</p>
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<p class="text-sm text-gray-300">晶圆代工（中芯国际55nm/40nm SRAM工艺）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-2xl text-gray-400 mx-2 hidden md:block"></i>
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<i class="fas fa-arrow-down text-2xl text-gray-400 mx-2 md:hidden"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-purple-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-microchip text-2xl"></i>
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</div>
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<p class="font-semibold">中游</p>
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<p class="text-sm text-gray-300">SRAM设计（北京君正、恒烁股份）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-right text-2xl text-gray-400 mx-2 hidden md:block"></i>
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<i class="fas fa-arrow-down text-2xl text-gray-400 mx-2 md:hidden"></i>
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</div>
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<div class="text-center">
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<div class="bg-green-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-server text-2xl"></i>
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</div>
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<p class="font-semibold">下游</p>
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<p class="text-sm text-gray-300">存算一体芯片（Groq、华为昇腾）、AI终端（Meta眼镜、比亚迪车载）</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 -->
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-blue-300 mb-3">核心玩家对比</h4>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-gray-300">
|
||
<thead>
|
||
<tr class="text-gray-400">
|
||
<th class="text-left">公司</th>
|
||
<th class="text-left">技术路线</th>
|
||
<th class="text-left">进展验证</th>
|
||
<th class="text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-blue-300">北京君正</td>
|
||
<td>车规SRAM龙头</td>
|
||
<td>全球市占率<span class="text-yellow-300">40%+</span>（车规DRAM延伸）</td>
|
||
<td>消费级SRAM占比低，弹性有限</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-blue-300">恒烁股份</td>
|
||
<td>SRAM数字存算一体</td>
|
||
<td><span class="text-yellow-300">2025年Q3流片</span>，与中科大合作</td>
|
||
<td>商业化进度不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-blue-300">西测测试</td>
|
||
<td>SRAM测试设备</td>
|
||
<td>覆盖<span class="text-yellow-300">兆易创新、北京君正</span>供应链</td>
|
||
<td>订单依赖下游扩产节奏</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-blue-300">兆易创新</td>
|
||
<td>SRAM起家（历史背景）</td>
|
||
<td>未明确存算布局，传统NOR Flash为主</td>
|
||
<td>主题关联度弱</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900 bg-opacity-30 border-l-4 border-red-500 p-4 rounded">
|
||
<h4 class="font-semibold text-red-300 mb-2">证伪点</h4>
|
||
<p class="text-gray-200">兆易创新虽为"SRAM起家"，但路演显示其<span class="text-red-300">存算一体基于NOR Flash</span>，与SRAM主题关联度低。</p>
|
||
</div>
|
||
<div class="bg-green-900 bg-opacity-30 border-l-4 border-green-500 p-4 rounded">
|
||
<h4 class="font-semibold text-green-300 mb-2">验证点</h4>
|
||
<p class="text-gray-200">北京君正2024年SRAM收入<span class="text-green-300">占比<5%</span>（路演数据），但车规客户（博世、大陆）粘性极强，<span class="text-green-300">周期复苏下毛利率维持36%</span>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow mb-8">
|
||
<div class="card-body">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-shield-alt mr-2 text-red-400"></i>潜在风险与挑战
|
||
</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full text-gray-300">
|
||
<thead>
|
||
<tr class="text-gray-400">
|
||
<th class="text-left">风险类型</th>
|
||
<th class="text-left">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-red-300">技术瓶颈</td>
|
||
<td>SRAM存储密度极限（<span class="text-yellow-300">6晶体管/单元</span>），难以支持超大规模模型（如GPT-4需TB级缓存）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-red-300">商业化风险</td>
|
||
<td>Groq方案需<span class="text-yellow-300">500颗芯片</span>跑70B模型，成本过高（<span class="text-yellow-300">$25万 vs 英伟达$16万</span>）</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="font-semibold text-red-300">竞争替代</td>
|
||
<td>RRAM/MRAM等新型存储器若突破寿命瓶颈（<span class="text-yellow-300">写入次数>10^6</span>），可能替代SRAM</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-red-300">信息矛盾</td>
|
||
<td>路演称SRAM"非易失性"（恒烁股份表述错误），实际为<span class="text-yellow-300">易失性存储</span>，需修正认知</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-green-900 to-teal-900 bg-opacity-70 backdrop-blur-sm card-shadow mb-8">
|
||
<div class="card-body">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-trophy mr-2 text-yellow-300"></i>综合结论与投资启示
|
||
</h3>
|
||
<div class="mb-4">
|
||
<p class="text-lg mb-2"><span class="font-semibold text-blue-300">阶段判断</span>：SRAM概念处于<span class="text-yellow-300 font-semibold">主题炒作向基本面过渡</span>阶段。短期受Groq事件驱动，长期看存算一体技术落地。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-300 mb-2">最纯标的</h4>
|
||
<p class="text-xl font-bold text-yellow-300 mb-1">恒烁股份</p>
|
||
<p class="text-sm text-gray-300">SRAM存算一体芯片+2025年流片催化</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-300 mb-2">周期受益</h4>
|
||
<p class="text-xl font-bold text-yellow-300 mb-1">北京君正</p>
|
||
<p class="text-sm text-gray-300">车规SRAM复苏+国产替代</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-300 mb-2">铲子股</h4>
|
||
<p class="text-xl font-bold text-yellow-300 mb-1">西测测试</p>
|
||
<p class="text-sm text-gray-300">SRAM测试设备稀缺性</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="font-semibold text-blue-300 mb-3">关键跟踪指标</h4>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
|
||
<span class="text-xs font-bold">1</span>
|
||
</div>
|
||
<p class="text-gray-200"><span class="font-semibold">恒烁股份流片进度</span>：2025年Q3是否如期送样客户（如华为、比亚迪）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
|
||
<span class="text-xs font-bold">2</span>
|
||
</div>
|
||
<p class="text-gray-200"><span class="font-semibold">SRAM价格信号</span>：利基产品Q2现货价是否突破<span class="text-yellow-300">$0.03/GB</span>（中泰专家预测）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
|
||
<span class="text-xs font-bold">3</span>
|
||
</div>
|
||
<p class="text-gray-200"><span class="font-semibold">下游渗透率</span>：AI眼镜/车载设备中SRAM存算芯片<span class="text-yellow-300">出货量</span>（2025年目标<span class="text-yellow-300">100万颗</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-sm card-shadow mb-8">
|
||
<div class="card-body">
|
||
<h3 class="text-xl font-bold mb-4 flex items-center">
|
||
<i class="fas fa-table mr-2 text-indigo-400"></i>关联股票
|
||
</h3>
|
||
<div class="table-responsive">
|
||
<table class="table w-full text-gray-300">
|
||
<thead>
|
||
<tr class="text-gray-400">
|
||
<th class="text-left">股票名称</th>
|
||
<th class="text-left">行业/项目/产品/技术</th>
|
||
<th class="text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态填充 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- JavaScript -->
|
||
<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 = [{'SRAM存储(240220)': [{'stock': '北京君正', '行业': 'DRAM、SRAM', 'reason': '全球DRAM、SRAM行业龙头之一'}, {'stock': '西测测试', '产业链': '电子元器件检测筛选', 'reason': '可实现对SRAM等存储芯片读写擦除功能的自动测试'}, {'stock': '恒烁股份', '项目': 'SRAM数字存算一体方案', 'reason': '涉及SRAM技术应用'}, {'stock': '华岭股份', '项目': 'SRAM型FPGA测试软件', 'reason': '开发相关测试软件'}, {'stock': '兆易创新', '行业': '存储芯片', 'reason': '中国存储芯片龙头，SRAM起家'}, {'stock': '中电港', '产品': 'SRAM、DRAM存储器', 'reason': '存储器产品包含SRAM、DRAM'}, {'stock': '光韵达', '项目': 'eSRAM-SDM研发', 'reason': '子公司涉eSRAM-SDM技术研发'}, {'stock': '光力科技', '产品': '半导体SRAM存储芯片', 'reason': '主营半导体SRAM存储芯片'}, {'stock': 'C华微', '项目': '千万门级SRAM型FPGA器件', 'reason': '自研SRAM型FPGA器件'}, {'stock': '广立微', '产业链': '电性测试设备', 'reason': '设备覆盖DRAM、SRAM测试需求'}, {'stock': '航宇微', '产品': '高可靠数据存储器', 'reason': 'SRAM系列产品及超大容量NANDFLASH'}, {'stock': '思科瑞', '技术': 'SRAM功能测试装置', 'reason': '拥有SRAM功能测试装置发明专利'}, {'stock': '炬芯科技', '技术': '存算一体SRAM路线', 'reason': '存算一体技术基于SRAM路线'}, {'stock': '纳思达', '产品': '大容量Flash、SRAM', 'reason': '拥有大容量Flash、SRAM系列产品'}, {'stock': '航天智装', '项目': 'SRAM存储芯片开发', 'reason': '子公司开发SRAM、A1013Q、SOC2012等存储芯片'}, {'stock': '兆易创新', '历史背景': 'SRAM起家', 'reason': '成立时最早从事SRAM产品'}]}];
|
||
|
||
// 填充股票表格
|
||
function populateStockTable() {
|
||
const tableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['SRAM存储(240220)'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'border-b border-gray-700 hover:bg-gray-700 hover:bg-opacity-30';
|
||
|
||
// 获取第二个字段的值（可能是行业、项目、产品、技术或产业链等）
|
||
const secondFieldKey = Object.keys(stock).find(key => key !== 'stock' && key !== 'reason');
|
||
const secondFieldValue = stock[secondFieldKey] || '-';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-blue-300">${stock.stock}</td>
|
||
<td>${secondFieldValue}</td>
|
||
<td>${stock.reason}</td>
|
||
`;
|
||
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
// 页面加载完成后填充表格
|
||
document.addEventListener('DOMContentLoaded', populateStockTable);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |