545 lines
28 KiB
HTML
545 lines
28 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=1.0">
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<title>AI服务器钽电容 - 概念深度解析</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
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* {
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font-family: 'Inter', sans-serif;
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0,0,0,0.1);
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}
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.timeline-line {
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background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
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}
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.pulse-animation {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% { transform: scale(1); }
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50% { transform: scale(1.05); }
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100% { transform: scale(1); }
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}
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.table-scroll {
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overflow-x: auto;
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}
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.table-scroll::-webkit-scrollbar {
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height: 8px;
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}
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.table-scroll::-webkit-scrollbar-track {
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background: #f1f1f1;
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border-radius: 10px;
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}
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.table-scroll::-webkit-scrollbar-thumb {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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border-radius: 10px;
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}
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.highlight-cell {
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background: linear-gradient(135deg, rgba(102, 126, 234, 0.1) 0%, rgba(118, 75, 162, 0.1) 100%);
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}
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.floating {
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animation: floating 3s ease-in-out infinite;
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}
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@keyframes floating {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- Hero Section -->
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<div class="hero-gradient text-white py-20 px-4">
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<div class="max-w-7xl mx-auto">
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<div class="text-center">
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<h1 class="text-5xl md:text-6xl font-bold mb-4 floating">
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AI服务器钽电容
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</h1>
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<p class="text-xl md:text-2xl mb-8 opacity-90">算力革命背后的隐形冠军</p>
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<div class="flex flex-wrap justify-center gap-4 text-sm">
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<div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
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<i class="fas fa-chart-line mr-2"></i>景气上行周期
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</div>
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<div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
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<i class="fas fa-microchip mr-2"></i>国产替代加速
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</div>
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<div class="bg-white/20 backdrop-blur-sm rounded-full px-6 py-2">
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<i class="fas fa-rocket mr-2"></i>量价齐升
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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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<!-- Key Stats -->
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<div class="py-12 px-4 bg-white shadow-lg">
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<div class="max-w-7xl mx-auto">
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<div class="grid grid-cols-2 md:grid-cols-4 gap-6">
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<div class="text-center card-hover p-6 rounded-lg">
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<div class="text-3xl md:text-4xl font-bold gradient-text">20-30%</div>
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<div class="text-gray-600 mt-2">KEMET涨幅</div>
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</div>
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<div class="text-center card-hover p-6 rounded-lg">
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<div class="text-3xl md:text-4xl font-bold gradient-text">2.1万</div>
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<div class="text-gray-600 mt-2">单柜用量(颗)</div>
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</div>
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<div class="text-center card-hover p-6 rounded-lg">
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<div class="text-3xl md:text-4xl font-bold gradient-text">46%</div>
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<div class="text-gray-600 mt-2">KEMET市占率</div>
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</div>
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<div class="text-center card-hover p-6 rounded-lg">
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<div class="text-3xl md:text-4xl font-bold gradient-text">38周</div>
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<div class="text-gray-600 mt-2">最长交期</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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<!-- Timeline Section -->
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<div class="py-16 px-4">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-3xl font-bold text-center mb-12">概念发展时间线</h2>
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<div class="relative">
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<div class="timeline-line absolute left-1/2 transform -translate-x-1/2 h-full w-1"></div>
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<div class="space-y-12">
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<div class="flex items-center">
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<div class="w-full md:w-1/2 pr-8 text-right">
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<div class="bg-white p-6 rounded-lg shadow-lg card-hover">
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<div class="text-sm text-gray-500">2024年及以前</div>
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<div class="text-lg font-semibold mt-2">技术布局期</div>
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<div class="text-gray-600 mt-2">钽电容主要应用于军工、高端消费电子。顺络电子等厂商自2009年起已开始技术布局。</div>
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</div>
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</div>
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<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full"></div>
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<div class="w-full md:w-1/2 pl-8"></div>
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</div>
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<div class="flex items-center">
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<div class="w-full md:w-1/2 pr-8"></div>
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<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full"></div>
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<div class="w-full md:w-1/2 pl-8">
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<div class="bg-white p-6 rounded-lg shadow-lg card-hover">
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<div class="text-sm text-gray-500">2025年10月22日</div>
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<div class="text-lg font-semibold mt-2">引爆点：KEMET大幅涨价</div>
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<div class="text-gray-600 mt-2">国巨旗下KEMET发布涨价函，上调聚合物钽电容价格20%-30%，为年内第二次涨价。</div>
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</div>
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</div>
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</div>
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<div class="flex items-center">
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<div class="w-full md:w-1/2 pr-8 text-right">
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<div class="bg-white p-6 rounded-lg shadow-lg card-hover">
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<div class="text-sm text-gray-500">未来预期</div>
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<div class="text-lg font-semibold mt-2">景气周期开启</div>
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<div class="text-gray-600 mt-2">产业链涨价传导，国产替代加速，市场规模有望突破千亿。</div>
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</div>
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</div>
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<div class="absolute left-1/2 transform -translate-x-1/2 w-4 h-4 bg-purple-600 rounded-full pulse-animation"></div>
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<div class="w-full md:w-1/2 pl-8"></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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<!-- Core Logic Section -->
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<div class="py-16 px-4 bg-gradient-to-br from-purple-50 to-indigo-50">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-3xl font-bold text-center mb-12">核心逻辑与市场分析</h2>
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<div class="grid md:grid-cols-3 gap-8">
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<div class="bg-white rounded-xl shadow-xl p-8 card-hover">
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<div class="text-4xl mb-4 text-purple-600">
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<i class="fas fa-bolt"></i>
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</div>
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<h3 class="text-xl font-bold mb-4">技术刚需</h3>
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<p class="text-gray-600">AI算力指数级增长要求供电系统极致稳定，钽电容凭借"单位体积电容值最高、ESR最低"的特性成为最优解。</p>
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</div>
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<div class="bg-white rounded-xl shadow-xl p-8 card-hover">
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<div class="text-4xl mb-4 text-indigo-600">
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<i class="fas fa-chart-area"></i>
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</div>
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<h3 class="text-xl font-bold mb-4">需求爆发</h3>
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<p class="text-gray-600">单台AI服务器用量远超传统，NVL72机柜约需2.1万颗，仅英伟达26年就能带来5亿美元增量。</p>
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</div>
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<div class="bg-white rounded-xl shadow-xl p-8 card-hover">
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<div class="text-4xl mb-4 text-pink-600">
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<i class="fas fa-cubes"></i>
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</div>
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<h3 class="text-xl font-bold mb-4">供给瓶颈</h3>
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<p class="text-gray-600">CR4占全球80%+份额，交期延长至38周+，上游钽粉仅450-500吨，扩产周期长。</p>
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</div>
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</div>
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<!-- Market Sentiment -->
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<div class="mt-12 bg-white rounded-xl shadow-xl p-8">
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<h3 class="text-2xl font-bold mb-6">市场情绪与预期差</h3>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h4 class="font-semibold text-lg mb-4 text-green-600">当前热度</h4>
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<ul class="space-y-2 text-gray-600">
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业数据支撑（涨价、交期）</li>
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>研究机构持续发声</li>
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<li><i class="fas fa-check-circle text-green-500 mr-2"></i>产业链公司前景乐观</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg mb-4 text-orange-600">关键预期差</h4>
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<ul class="space-y-2 text-gray-600">
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<li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>市场认知滞后，关注度不足</li>
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<li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>国产替代10倍成长空间</li>
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<li><i class="fas fa-exclamation-circle text-orange-500 mr-2"></i>市场空间预期存在上修可能</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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</div>
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<!-- Industry Chain -->
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<div class="py-16 px-4">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-3xl font-bold text-center mb-12">产业链图谱</h2>
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<div class="bg-white rounded-xl shadow-xl p-8">
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<div class="space-y-8">
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<!-- Upstream -->
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<div class="flex items-center">
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<div class="w-32 text-center">
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<div class="bg-purple-100 text-purple-700 rounded-lg p-4">
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<i class="fas fa-mountain text-2xl"></i>
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<div class="font-semibold mt-2">上游</div>
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</div>
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</div>
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<div class="flex-1 mx-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold mb-2">原材料：钽矿开采</div>
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<div class="text-sm text-gray-600">关键瓶颈：全球80%+产量集中在非洲、巴西，多为伴生矿</div>
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</div>
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</div>
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<div class="flex-1 mx-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold mb-2">钽粉/钽丝制造</div>
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<div class="text-sm text-gray-600">全球市场：450-500吨/年，扩产困难</div>
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</div>
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</div>
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</div>
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<div class="flex justify-center">
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<i class="fas fa-arrow-down text-3xl text-gray-400"></i>
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</div>
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<!-- Midstream -->
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<div class="flex items-center">
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<div class="w-32 text-center">
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<div class="bg-indigo-100 text-indigo-700 rounded-lg p-4">
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<i class="fas fa-industry text-2xl"></i>
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<div class="font-semibold mt-2">中游</div>
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</div>
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</div>
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<div class="flex-1 mx-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold mb-2">钽电容设计制造</div>
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<div class="text-sm text-gray-600">市场格局：CR4占80%+（KEMET、AVX、Vishay、松下）</div>
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</div>
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</div>
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</div>
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<div class="flex justify-center">
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<i class="fas fa-arrow-down text-3xl text-gray-400"></i>
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</div>
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<!-- Downstream -->
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<div class="flex items-center">
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<div class="w-32 text-center">
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<div class="bg-pink-100 text-pink-700 rounded-lg p-4">
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<i class="fas fa-server text-2xl"></i>
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<div class="font-semibold mt-2">下游</div>
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</div>
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</div>
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<div class="flex-1 mx-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold mb-2">AI服务器/数据中心</div>
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<div class="text-sm text-gray-600">核心应用：GPU/CPU供电系统、电源模块</div>
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</div>
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</div>
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<div class="flex-1 mx-4">
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<div class="bg-gray-100 rounded-lg p-4">
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<div class="font-semibold mb-2">互联网巨头/云服务商</div>
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<div class="text-sm text-gray-600">主要客户：字节、阿里、腾讯、AWS、Google等</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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</div>
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</div>
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<!-- Stock Data Table -->
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<div class="py-16 px-4 bg-gradient-to-br from-gray-50 to-gray-100">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-3xl font-bold text-center mb-12">核心公司股票数据</h2>
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<div class="bg-white rounded-xl shadow-xl overflow-hidden">
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<div class="table-scroll">
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<table class="w-full">
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<thead class="bg-gradient-to-r from-purple-600 to-indigo-600 text-white">
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<tr>
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<th class="px-6 py-4 text-left">股票名称</th>
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<th class="px-6 py-4 text-left">分类</th>
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<th class="px-6 py-4 text-left">业务相关</th>
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<th class="px-6 py-4 text-left">信源</th>
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<th class="px-6 py-4 text-left">投资逻辑</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b hover:bg-gray-50 transition-colors">
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<td class="px-6 py-4 font-semibold highlight-cell">东方钽业</td>
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<td class="px-6 py-4">原料</td>
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<td class="px-6 py-4 text-sm">电容器级钽粉国内市占率50%，全球20%；钽丝全球市占率50%+</td>
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<td class="px-6 py-4">公告</td>
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<td class="px-6 py-4 text-sm text-purple-600">产业链瓶颈环节，直接受益涨价</td>
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</tr>
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<tr class="border-b hover:bg-gray-50 transition-colors">
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<td class="px-6 py-4 font-semibold highlight-cell">顺络电子</td>
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<td class="px-6 py-4">产品</td>
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<td class="px-6 py-4 text-sm">为全球顶级客户开发新型钽电容，已为客户配套供应</td>
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<td class="px-6 py-4">调研</td>
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<td class="px-6 py-4 text-sm text-purple-600">国产替代先锋，10倍成长空间</td>
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</tr>
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<tr class="border-b hover:bg-gray-50 transition-colors">
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<td class="px-6 py-4 font-semibold">宏达电子</td>
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<td class="px-6 py-4">产品</td>
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<td class="px-6 py-4 text-sm">国内高可靠钽电容器生产领域龙头企业</td>
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<td class="px-6 py-4">半年报</td>
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<td class="px-6 py-4 text-sm">军工技术转化，高可靠领域优势</td>
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</tr>
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<tr class="border-b hover:bg-gray-50 transition-colors">
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<td class="px-6 py-4 font-semibold">火炬电子</td>
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<td class="px-6 py-4">产品</td>
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<td class="px-6 py-4 text-sm">公司成熟产品包括钽电容器，工业级已进入AF7供应链</td>
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<td class="px-6 py-4">半年报</td>
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<td class="px-6 py-4 text-sm">产品矩阵丰富，多领域布局</td>
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</tr>
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<tr class="border-b hover:bg-gray-50 transition-colors">
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<td class="px-6 py-4 font-semibold">振华科技</td>
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<td class="px-6 py-4">产品</td>
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<td class="px-6 py-4 text-sm">民用钽电容器在国产服务器中开始供货；片式钽电解电容产能4.8亿只/年</td>
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<td class="px-6 py-4">调研/公告</td>
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<td class="px-6 py-4 text-sm">产能规模优势，国产服务器突破</td>
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</tr>
|
||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 font-semibold">北方华创</td>
|
||
<td class="px-6 py-4">产品</td>
|
||
<td class="px-6 py-4 text-sm">完成抗振动高能钽电容技术攻关和高分子钽电容产品研发</td>
|
||
<td class="px-6 py-4">半年报</td>
|
||
<td class="px-6 py-4 text-sm">技术突破，高端产品布局</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 font-semibold">杰普特</td>
|
||
<td class="px-6 py-4">设备</td>
|
||
<td class="px-6 py-4 text-sm">钽电容双工位智能焊接设备研制成功</td>
|
||
<td class="px-6 py-4">半年报</td>
|
||
<td class="px-6 py-4 text-sm">设备供应商，受益于产能扩张</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Investment Insights -->
|
||
<div class="py-16 px-4 bg-gradient-to-br from-indigo-50 to-purple-50">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-3xl font-bold text-center mb-12">投资启示与风险提示</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div class="bg-white rounded-xl shadow-xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 text-green-600">
|
||
<i class="fas fa-lightbulb mr-2"></i>投资启示
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-600 font-bold">1</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">上游最优</h4>
|
||
<p class="text-gray-600 text-sm mt-1">东方钽业作为产业链瓶颈，受益最直接，攻守兼备</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-600 font-bold">2</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">国产替代加速</h4>
|
||
<p class="text-gray-600 text-sm mt-1">顺络电子等厂商份额从5%向30%进发，10倍成长空间</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-green-600 font-bold">3</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">景气周期持续</h4>
|
||
<p class="text-gray-600 text-sm mt-1">供需矛盾短期难解，涨价有望持续传导</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 text-red-600">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>风险提示
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-red-600 font-bold">1</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">需求波动风险</h4>
|
||
<p class="text-gray-600 text-sm mt-1">AI服务器出货量不及预期，高盛预测存在分歧</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-red-600 font-bold">2</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">技术替代风险</h4>
|
||
<p class="text-gray-600 text-sm mt-1">高端MLCC等技术进步可能部分替代钽电容</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 bg-red-100 rounded-full flex items-center justify-center flex-shrink-0 mt-1">
|
||
<span class="text-red-600 font-bold">3</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h4 class="font-semibold">竞争格局变化</h4>
|
||
<p class="text-gray-600 text-sm mt-1">海外巨头大规模扩产可能缓解供给紧张</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Tracking Metrics -->
|
||
<div class="mt-12 bg-white rounded-xl shadow-xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-4 gap-4">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="font-semibold text-purple-600">行业指标</div>
|
||
<ul class="text-sm text-gray-600 mt-2 space-y-1">
|
||
<li>• KEMET/AVX报价</li>
|
||
<li>• 产品交货周期</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="font-semibold text-indigo-600">需求端</div>
|
||
<ul class="text-sm text-gray-600 mt-2 space-y-1">
|
||
<li>• AI服务器出货量</li>
|
||
<li>• GB300机柜数据</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="font-semibold text-pink-600">东方钽业</div>
|
||
<ul class="text-sm text-gray-600 mt-2 space-y-1">
|
||
<li>• 钽粉/钽丝销量</li>
|
||
<li>• 产品均价及毛利率</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<div class="font-semibold text-green-600">顺络电子</div>
|
||
<ul class="text-sm text-gray-600 mt-2 space-y-1">
|
||
<li>• 数据中心收入增速</li>
|
||
<li>• 客户认证进展</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-gray-900 text-white py-12 px-4">
|
||
<div class="max-w-7xl mx-auto text-center">
|
||
<p class="text-gray-400">© 2025 AI服务器钽电容概念深度解析</p>
|
||
<p class="text-gray-500 text-sm mt-2">数据来源：公开新闻、路演纪要、研究报告</p>
|
||
</div>
|
||
</footer>
|
||
|
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<script>
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document.querySelectorAll('a[href^="#"]').forEach(anchor => {
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// Add animation on scroll
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const observerOptions = {
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