523 lines
32 KiB
HTML
523 lines
32 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>MR (Mixed Reality) 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Source+Code+Pro:wght@400;600&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #03040B;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 52% 99%, hsla(355, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 10% 29%, hsla(256, 96%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
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radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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color: #E2E8F0;
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.4);
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-webkit-backdrop-filter: blur(20px);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(56, 189, 248, 0.1);
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem; /* 24px */
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}
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.grid-item-12 { grid-column: span 12; }
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.grid-item-8 { grid-column: span 12; }
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.grid-item-7 { grid-column: span 12; }
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.grid-item-6 { grid-column: span 12; }
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.grid-item-5 { grid-column: span 12; }
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.grid-item-4 { grid-column: span 12; }
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@media (min-width: 1024px) {
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.grid-item-8 { grid-column: span 8; }
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.grid-item-7 { grid-column: span 7; }
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.grid-item-6 { grid-column: span 6; }
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.grid-item-4 { grid-column: span 4; }
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}
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.glow-border {
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position: relative;
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}
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.glow-border::before {
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content: '';
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position: absolute;
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inset: 0;
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border-radius: 1.5rem; /* sync with card's rounded-3xl */
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padding: 1px;
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background: linear-gradient(120deg, rgba(56, 189, 248, 0.3), rgba(168, 85, 247, 0.3), rgba(236, 72, 153, 0.3));
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-webkit-mask:
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linear-gradient(#fff 0 0) content-box,
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linear-gradient(#fff 0 0);
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-webkit-mask-composite: xor;
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mask-composite: exclude;
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pointer-events: none;
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}
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.section-title {
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font-size: 1.5rem;
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font-weight: 600;
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letter-spacing: -0.025em;
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background: linear-gradient(90deg, #A5B4FC, #F9A8D4);
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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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.stock-table th {
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background-color: rgba(30, 41, 59, 0.6);
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color: #94A3B8;
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font-weight: 500;
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}
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.stock-table td {
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border-color: rgba(51, 65, 85, 0.5);
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}
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.stock-table tr:hover {
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background-color: rgba(51, 65, 85, 0.4);
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}
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.collapse-title {
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font-weight: 600;
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color: #CBD5E1;
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}
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.collapse:hover {
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background-color: rgba(30, 41, 59, 0.3);
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}
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</style>
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</head>
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<body class="p-4 sm:p-6 lg:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header & Disclaimer -->
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<header class="mb-8 text-center">
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<h1 class="text-4xl md:text-5xl font-bold tracking-tighter bg-clip-text text-transparent bg-gradient-to-br from-slate-200 to-slate-500">
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MR (Mixed Reality) 深度投研报告
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</h1>
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<p class="mt-4 text-sm text-slate-400">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现 | 本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- Main Bento Grid Layout -->
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<main class="bento-grid">
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<!-- Core Insight -->
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<div class="grid-item-12 lg:grid-item-8 glass-card rounded-3xl p-6 glow-border">
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<h2 class="section-title mb-4">核心观点：从技术验证到商业化黎明</h2>
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<p class="text-slate-300 leading-relaxed">
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MR概念正处在<strong class="text-sky-300">“从0到1”的技术验证已完成</strong>，但<strong class="text-amber-300">“从1到N”的商业化普及尚在起点的关键阶段</strong>。其核心驱动力源于苹果Vision Pro所定义的“空间计算”技术范式，但短期内高昂的成本和匮乏的应用生态构成了主要瓶颈。未来潜力巨大，其发展将是一场关于<strong class="text-fuchsia-400">成本下探、内容生态构建和AI融合</strong>的“马拉松”，而非“百米冲刺”。
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</p>
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</div>
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<!-- Market Forecast Chart -->
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<div class="grid-item-12 lg:grid-item-4 glass-card rounded-3xl p-6 flex flex-col">
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<h2 class="section-title mb-4">市场规模预测</h2>
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<div id="market-forecast-chart" class="flex-grow min-h-[200px]"></div>
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</div>
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<!-- Event Timeline -->
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<div class="grid-item-12 glass-card rounded-3xl p-6">
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<h2 class="section-title mb-4">概念演进：从狂热预期到理性审视</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 text-slate-500"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2023年及以前</time>
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<div class="text-lg font-black text-slate-300">酝酿期</div>
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Meta (Quest系列) 和PICO等厂商持续耕耘VR/AR市场，但行业缺乏标杆产品。市场对苹果入局的预期持续发酵。
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</div>
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<hr class="bg-slate-700"/>
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</li>
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<li>
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<hr class="bg-slate-700"/>
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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 text-sky-400"><path fill-rule="evenodd" d="M9.664 1.319a.75.75 0 01.672 0l6.25 3.5c.34.191.564.55.564.956v7.45c0 .406-.224.765-.564.956l-6.25 3.5a.75.75 0 01-.672 0l-6.25-3.5a.75.75 0 01-.564-.956V5.775a.75.75 0 01.564-.956l6.25-3.5zM10 3.231L4.75 6.25v6.5L10 15.769l5.25-3.019v-6.5L10 3.231z" 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">2023.06 - 2024.01</time>
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<div class="text-lg font-black text-sky-300">引爆点</div>
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<strong>2023.06</strong>: 苹果发布Apple Vision Pro (AVP)，提出“空间计算”理念。<br/>
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<strong>2024.01.19</strong>: AVP预售火爆，5分钟官网崩溃，市场情绪达到顶峰。
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</div>
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<hr class="bg-slate-700"/>
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</li>
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<li>
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<hr class="bg-slate-700"/>
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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 text-amber-400"><path d="M10 3.5a1.5 1.5 0 01.756 2.834l.327.163c.537.268.966.793 1.051 1.405l.02.136a1.5 1.5 0 01-2.999.22l-.02-.136a1.503 1.503 0 01-1.05-1.405l-.327-.163A1.5 1.5 0 0110 3.5zM5.5 6a1.5 1.5 0 01.756 2.834l.327.163c.537.268.966.793 1.051 1.405l.02.136a1.5 1.5 0 01-2.999.22l-.02-.136a1.503 1.503 0 01-1.05-1.405L4.244 8.834A1.5 1.5 0 015.5 6zm9 0a1.5 1.5 0 01.756 2.834l.327.163c.537.268.966.793 1.051 1.405l.02.136a1.5 1.5 0 01-2.999.22l-.02-.136a1.503 1.503 0 01-1.05-1.405l-.327-.163A1.5 1.5 0 0114.5 6zM10 12.5a1.5 1.5 0 01.756 2.834l.327.163c.537.268.966.793 1.051 1.405l.02.136a1.5 1.5 0 01-2.999.22l-.02-.136a1.503 1.503 0 01-1.05-1.405l-.327-.163A1.5 1.5 0 0110 12.5z" /></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">2024.02 - 至今</time>
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<div class="text-lg font-black text-amber-300">发展与分化</div>
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AVP发售，市场预期修正，销量从百万级下调至20-50万台。PICO、VIVO等竞争对手加速布局，行业进入多巨头竞争格局。
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</div>
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<hr class="bg-slate-700"/>
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</li>
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</ul>
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</div>
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<!-- Core Logic & Expectation Gap -->
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<div class="grid-item-12 lg:grid-item-7 glass-card rounded-3xl p-6">
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<h2 class="section-title mb-4">核心逻辑与预期差分析</h2>
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<div class="space-y-2">
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<div tabindex="0" class="collapse collapse-arrow border-base-300 border bg-base-200/20 rounded-lg">
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<div class="collapse-title text-xl font-medium">三大核心驱动力</div>
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<div class="collapse-content">
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<ol class="list-decimal list-inside space-y-2 text-slate-300">
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<li><strong>技术范式革命 (根本逻辑):</strong> Apple Vision Pro展示了M2+R1双芯、Micro-OLED、无手柄交互等技术突破，将“空间计算”概念具象化，被视为下一代计算平台。</li>
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<li><strong>产业链成熟度提升:</strong> 以Pancake光学方案和Micro-OLED显示技术为代表的核心零部件趋于成熟，为更多厂商跟进提供了技术基础。</li>
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<li><strong>巨头入局的“鲶鱼效应”:</strong> 苹果入局激活了整个产业链和开发者生态。VIVO、Meta、华为(潜在)等巨头纷纷加码，加速行业迭代和市场教育。</li>
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</ol>
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</div>
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</div>
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<div tabindex="0" class="collapse collapse-arrow border-base-300 border bg-base-200/20 rounded-lg">
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<div class="collapse-title text-xl font-medium">市场情绪：从狂热到理性</div>
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<div class="collapse-content">
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<p class="text-slate-300">市场情绪经历了从“狂热乐观”到“理性审视”的转变。年初资本市场概念股持续拉升，普遍认为MR元年已至。年中随着AVP销量不及预期的消息传出，市场情绪降温，机构投资者变得更为谨慎，开始关注成本、销量、杀手级应用等基本面落地情况，情绪从追逐“梦想”转向寻求“现实”。</p>
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</div>
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</div>
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<div tabindex="0" class="collapse collapse-arrow border-base-300 border bg-base-200/20 rounded-lg">
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<div class="collapse-title text-xl font-medium">三大关键预期差</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>销量与影响力的预期差 (最大预期差):</strong> 市场初期高估了AVP的销量（预期百万级 vs 现实20-50万台），忽略了$3499高定价的阻力。其短期意义不在销量，而在于对产业链的“灯塔效应”。</li>
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<li><strong>生态“繁荣”的预期差:</strong> 早期认为兼容iOS应用即生态繁荣，但现实是缺乏原生设计的“杀手级应用”。市场忽略了从“能用”到“好用”的鸿沟。</li>
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<li><strong>国产厂商跟进速度的预期差:</strong> 市场对华为MR的预期非常高，甚至已开始梳理供应链，但官方信息缺失，存在过度透支预期的风险。</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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<!-- Key Players -->
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<div class="grid-item-12 lg:grid-item-5 glass-card rounded-3xl p-6">
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<h2 class="section-title mb-4">核心玩家矩阵</h2>
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<div class="grid grid-cols-1 sm:grid-cols-2 gap-4">
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<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
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<h3 class="font-bold text-lg text-slate-200">Apple</h3>
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<p class="text-sm text-slate-400">技术引领者，定义行业标准。优势是垂直整合，风险是高价策略可能错失大众市场。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
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<h3 class="font-bold text-lg text-slate-200">Meta</h3>
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<p class="text-sm text-slate-400">市场份额领导者。优势是先发、内容库庞大和价格亲民。风险是硬件体验差距和持续亏损。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
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<h3 class="font-bold text-lg text-slate-200">PICO (字节)</h3>
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<p class="text-sm text-slate-400">高性价比追赶者。PICO 4 Ultra搭载骁龙XR2 Gen2，主打全彩透视，以4299元价格抢占市场。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700">
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<h3 class="font-bold text-lg text-slate-200">VIVO</h3>
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<p class="text-sm text-slate-400">安卓阵营新势力。高调入局，团队达500人，计划2025年推出原型机，对标苹果高端路线。</p>
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</div>
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<div class="p-4 rounded-lg bg-slate-800/50 border border-slate-700 col-span-1 sm:col-span-2">
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<h3 class="font-bold text-lg text-slate-200">华为 (潜在)</h3>
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<p class="text-sm text-slate-400">市场高度期待的变量。一旦入局，将凭借其品牌和技术实力，极大推动国内MR市场和供应链发展。</p>
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</div>
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</div>
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</div>
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<!-- Future Catalysts & Path -->
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<div class="grid-item-12 glass-card rounded-3xl p-6 glow-border">
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<h2 class="section-title mb-4">未来催化剂与发展路径</h2>
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<div class="flex flex-col lg:flex-row gap-6">
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<div class="flex-1">
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<h3 class="text-lg font-semibold text-sky-300 mb-2">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li><strong>苹果平价版Vision Pro</strong>的明确消息。</li>
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<li><strong>VIVO Vision原型机</strong>亮相 (预计2025年中)。</li>
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<li><strong>华为MR产品</strong>的正式发布。</li>
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<li>现象级MR<strong>原生“杀手级应用”</strong>的出现。</li>
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</ul>
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</div>
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<div class="flex-1">
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<h3 class="text-lg font-semibold text-fuchsia-400 mb-2">长期发展路径</h3>
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<ul class="list-decimal list-inside space-y-1 text-slate-300">
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<li><strong>硬件层 (1-2年):</strong> <strong>成本下探</strong>是主旋律，价格降至1500美元以下。</li>
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<li><strong>生态层 (2-3年):</strong> <strong>AI深度融合</strong>是核心，AIGC降低3D内容创作门槛。</li>
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<li><strong>商业化层 (3-5年):</strong> <strong>从B/G端走向C端</strong>，率先在工业、医疗等领域实现商业闭环。</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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<!-- Investment Insights -->
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<div class="grid-item-12 glass-card rounded-3xl p-6">
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<h2 class="section-title mb-4">投资启示与关键指标</h2>
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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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<h3 class="text-lg font-semibold text-amber-300 mb-2">最具投资价值的细分环节</h3>
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<div class="space-y-3">
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<div class="p-3 rounded-lg bg-slate-800/50">
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<strong class="text-slate-200">平台无关的核心零部件供应商</strong>
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<p class="text-sm text-slate-400">技术壁垒高，能同时供应多品牌。特别是<strong class="text-sky-400">光学(Pancake)</strong>和<strong class="text-sky-400">显示(Micro-OLED)</strong>环节，是体验升级的关键。</p>
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</div>
|
||
<div class="p-3 rounded-lg bg-slate-800/50">
|
||
<strong class="text-slate-200">AI + 3D内容生成工具/平台</strong>
|
||
<p class="text-sm text-slate-400">长期来看，内容是MR生态的灵魂。能够大幅降低3D内容制作成本和周期的“卖铲人”型公司，拥有巨大成长空间。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-teal-300 mb-2">需重点跟踪的关键指标</h3>
|
||
<ul class="list-none space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="text-teal-400 mr-2">▶</span>
|
||
<div><strong class="text-slate-200">硬件出货量:</strong> 跟踪头部厂商季度实际出货量，检验市场接受度。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-teal-400 mr-2">▶</span>
|
||
<div><strong class="text-slate-200">产品价格:</strong> 密切关注平价版产品定价，是市场普及的先决条件。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-teal-400 mr-2">▶</span>
|
||
<div><strong class="text-slate-200">原生应用数量与活跃度:</strong> 衡量生态健康度的核心指标。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-teal-400 mr-2">▶</span>
|
||
<div><strong class="text-slate-200">供应链成本变化:</strong> 判断产业链成本下探的进度。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock List Table -->
|
||
<div class="grid-item-12 glass-card rounded-3xl p-6 overflow-x-auto">
|
||
<h2 class="section-title mb-4">MR 概念核心标的池</h2>
|
||
<div id="stock-table-container">
|
||
<!-- Table will be generated here by script -->
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts Instance for Market Forecast
|
||
const forecastChart = echarts.init(document.getElementById('market-forecast-chart'));
|
||
const forecastOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['VR/MR设备出货量'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023', '2024', '2025', '2026', '2027', '2028', '2029', '2030'],
|
||
axisLine: {
|
||
lineStyle: { color: '#888' }
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
name: '万台',
|
||
axisLabel: {
|
||
formatter: '{value}'
|
||
},
|
||
axisLine: {
|
||
lineStyle: { color: '#888' }
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255, 255, 255, 0.1)'
|
||
}
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: 'VR/MR设备出货量',
|
||
type: 'line',
|
||
stack: '总量',
|
||
areaStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{
|
||
offset: 0,
|
||
color: 'rgba(58, 132, 255, 0.5)'
|
||
}, {
|
||
offset: 1,
|
||
color: 'rgba(58, 132, 255, 0)'
|
||
}])
|
||
},
|
||
lineStyle: {
|
||
color: '#3A84FF',
|
||
width: 2
|
||
},
|
||
itemStyle: {
|
||
color: '#3A84FF'
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [882, 960, 1100, 1350, 1750, 2300, 2980, 3730] // Using TrendForce data and extrapolating slightly
|
||
}
|
||
]
|
||
};
|
||
forecastChart.setOption(forecastOption);
|
||
|
||
// Stock Data
|
||
const stockData = {
|
||
"传感硬件": [
|
||
{ "stock": "欧菲光", "reason": "摄像头", "stock_code": "002456" },
|
||
{ "stock": "立讯精密", "reason": "摄像头", "stock_code": "002475" },
|
||
{ "stock": "同兴达", "reason": "摄像头", "stock_code": "002845" },
|
||
{ "stock": "奥比中光", "reason": "传感器", "stock_code": "688322" },
|
||
{ "stock": "智立方", "reason": "传感器", "stock_code": "301312" },
|
||
{ "stock": "蓝特光学", "reason": "传感器", "stock_code": "688127" },
|
||
{ "stock": "工业富联", "reason": "传感器", "stock_code": "601138" },
|
||
{ "stock": "博杰股份", "reason": "声学", "stock_code": "002975" },
|
||
{ "stock": "歌尔股份", "reason": "声学", "stock_code": "002241" },
|
||
{ "stock": "佳禾智能", "reason": "声学", "stock_code": "300793" }
|
||
],
|
||
"基础硬件": [
|
||
{ "stock": "韦尔股份", "reason": "芯片组" },
|
||
{ "stock": "晶晨股份", "reason": "芯片组", "stock_code": "688099" },
|
||
{ "stock": "兆易创新", "reason": "芯片组", "stock_code": "603986" },
|
||
{ "stock": "全志科技", "reason": "芯片组", "stock_code": "300458" },
|
||
{ "stock": "艾为电子", "reason": "芯片组", "stock_code": "688798" },
|
||
{ "stock": "瑞芯微", "reason": "芯片组", "stock_code": "603893" },
|
||
{ "stock": "清越科技", "reason": "显示屏", "stock_code": "688496" },
|
||
{ "stock": "双象股份", "reason": "显示屏", "stock_code": "002395" },
|
||
{ "stock": "利亚德", "reason": "显示屏", "stock_code": "300296" },
|
||
{ "stock": "奥来德", "reason": "显示屏", "stock_code": "688378" },
|
||
{ "stock": "莱特光电", "reason": "显示屏", "stock_code": "688150" }
|
||
],
|
||
"其他硬件": [
|
||
{ "stock": "兆威机电", "reason": "光学膜组/IPD系统", "stock_code": "003021" },
|
||
{ "stock": "创维数字", "reason": "光学膜组", "stock_code": "000810" },
|
||
{ "stock": "五方光电", "reason": "光学膜组", "stock_code": "002962" },
|
||
{ "stock": "双象股份", "reason": "光学膜组", "stock_code": "002395" },
|
||
{ "stock": "炬光科技", "reason": "光学膜组", "stock_code": "688167" },
|
||
{ "stock": "联创电子", "reason": "光学膜组", "stock_code": "002036" },
|
||
{ "stock": "冠石科技", "reason": "光学膜组", "stock_code": "605588" },
|
||
{ "stock": "杰普特", "reason": "光学膜组", "stock_code": "688025" },
|
||
{ "stock": "深科达", "reason": "光学膜组", "stock_code": "688328" },
|
||
{ "stock": "中光学", "reason": "光学膜组", "stock_code": "002189" },
|
||
{ "stock": "力鼎光电", "reason": "光学膜组", "stock_code": "605118" },
|
||
{ "stock": "欧菲光", "reason": "光学膜组", "stock_code": "002456" },
|
||
{ "stock": "长盈精密", "reason": "精密构件/外壳", "stock_code": "300115" },
|
||
{ "stock": "领益智造", "reason": "精密构件", "stock_code": "002600" },
|
||
{ "stock": "致尚科技", "reason": "精密构件", "stock_code": "301486" },
|
||
{ "stock": "中石科技", "reason": "精密构件", "stock_code": "300684" },
|
||
{ "stock": "安洁科技", "reason": "精密构件", "stock_code": "002635" },
|
||
{ "stock": "格林精密", "reason": "精密构件", "stock_code": "300968" },
|
||
{ "stock": "和林微纳", "reason": "精密构件", "stock_code": "688661" },
|
||
{ "stock": "飞荣达", "reason": "精密构件", "stock_code": "300602" },
|
||
{ "stock": "蓝思科技", "reason": "外壳", "stock_code": "300433" },
|
||
{ "stock": "鹏鼎控股", "reason": "连接件", "stock_code": "002938" },
|
||
{ "stock": "东山精密", "reason": "连接件", "stock_code": "002384" },
|
||
{ "stock": "欣旺达", "reason": "电池", "stock_code": "300207" },
|
||
{ "stock": "德赛电池", "reason": "电池", "stock_code": "000049" },
|
||
{ "stock": "信维通信", "reason": "通信模组", "stock_code": "300136" },
|
||
{ "stock": "荣旗科技", "reason": "通信模组", "stock_code": "301360" },
|
||
{ "stock": "易天股份", "reason": "镀膜", "stock_code": "300812" }
|
||
],
|
||
"设备": [
|
||
{ "stock": "杰普特", "reason": "检测", "stock_code": "688025" },
|
||
{ "stock": "荣旗科技", "reason": "检测", "stock_code": "301360" },
|
||
{ "stock": "华兴源创", "reason": "检测", "stock_code": "688001" },
|
||
{ "stock": "智立方", "reason": "检测", "stock_code": "301312" },
|
||
{ "stock": "赛腾股份", "reason": "检测", "stock_code": "603283" },
|
||
{ "stock": "科瑞技术", "reason": "检测", "stock_code": "002957" },
|
||
{ "stock": "精测电子", "reason": "检测", "stock_code": "300567" },
|
||
{ "stock": "博众精工", "reason": "检测", "stock_code": "688097" },
|
||
{ "stock": "飞荣达", "reason": "检测", "stock_code": "300602" },
|
||
{ "stock": "虹软科技", "reason": "检测", "stock_code": "688088" },
|
||
{ "stock": "联得装备", "reason": "检测", "stock_code": "300545" }
|
||
],
|
||
"代工与整机": [
|
||
{ "stock": "立讯精密", "reason": "代工", "stock_code": "002475" },
|
||
{ "stock": "歌尔股份", "reason": "代工", "stock_code": "002241" },
|
||
{ "stock": "佳禾智能", "reason": "代工", "stock_code": "300793" },
|
||
{ "stock": "创维数字", "reason": "整机", "stock_code": "000810" },
|
||
{ "stock": "欧菲光", "reason": "整机", "stock_code": "002456" },
|
||
{ "stock": "博众精工", "reason": "整机", "stock_code": "688097" },
|
||
{ "stock": "亿道信息", "reason": "整机", "stock_code": "001314" }
|
||
],
|
||
"应用与内容": [
|
||
{ "stock": "丝路视觉", "reason": "内容/展览/空间计算", "stock_code": "300556" },
|
||
{ "stock": "天娱数科", "reason": "内容", "stock_code": "002354" },
|
||
{ "stock": "宏景科技", "reason": "内容/空间计算", "stock_code": "301396" },
|
||
{ "stock": "凌云光", "reason": "内容", "stock_code": "688400" },
|
||
{ "stock": "芒果超媒", "reason": "内容", "stock_code": "300413" },
|
||
{ "stock": "恒信东方", "reason": "教培/空间计算", "stock_code": "300081" },
|
||
{ "stock": "力盛体育", "reason": "教培", "stock_code": "002858" },
|
||
{ "stock": "凡拓数创", "reason": "展览/空间计算", "stock_code": "301313" },
|
||
{ "stock": "米奥会展", "reason": "展览", "stock_code": "300795" },
|
||
{ "stock": "风语筑", "reason": "展览/空间计算", "stock_code": "603466" },
|
||
{ "stock": "超图软件", "reason": "娱乐/空间计算", "stock_code": "300036" },
|
||
{ "stock": "润建股份", "reason": "娱乐", "stock_code": "002929" },
|
||
{ "stock": "华如科技", "reason": "娱乐/空间计算", "stock_code": "301302" },
|
||
{ "stock": "网达软件", "reason": "娱乐/空间计算", "stock_code": "603189" },
|
||
{ "stock": "因赛集团", "reason": "营销", "stock_code": "300781" },
|
||
{ "stock": "国脉文化", "reason": "平台", "stock_code": "600640" }
|
||
]
|
||
};
|
||
|
||
const container = document.getElementById('stock-table-container');
|
||
let html = '';
|
||
for (const category in stockData) {
|
||
html += `<h3 class="text-xl font-semibold text-slate-300 mt-6 mb-3">${category}</h3>`;
|
||
html += `<div class="overflow-x-auto"><table class="table w-full stock-table">`;
|
||
html += `<thead><tr><th>股票名称</th><th>股票代码</th><th>核心逻辑/原因</th></tr></thead><tbody>`;
|
||
stockData[category].forEach(stock => {
|
||
html += '<tr>';
|
||
html += `<td class="font-semibold text-slate-200">${stock.stock}</td>`;
|
||
if (stock.stock_code) {
|
||
html += `<td><a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-sky-400 hover:text-sky-300 transition-colors">${stock.stock_code}</a></td>`;
|
||
} else {
|
||
html += `<td>-</td>`;
|
||
}
|
||
html += `<td class="text-slate-400">${stock.reason}</td>`;
|
||
html += '</tr>';
|
||
});
|
||
html += `</tbody></table></div>`;
|
||
}
|
||
container.innerHTML = html;
|
||
|
||
|
||
// Resize charts on window resize
|
||
window.addEventListener('resize', function () {
|
||
forecastChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |