1244 lines
58 KiB
HTML
1244 lines
58 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>PSPI概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<!-- DaisyUI -->
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||
background-color: #f8fafc;
|
||
}
|
||
|
||
.timeline-item::before {
|
||
content: '';
|
||
position: absolute;
|
||
left: 15px;
|
||
top: 0;
|
||
height: 100%;
|
||
width: 2px;
|
||
background: linear-gradient(to bottom, #3b82f6, #8b5cf6);
|
||
}
|
||
|
||
.timeline-dot {
|
||
position: absolute;
|
||
left: 9px;
|
||
width: 14px;
|
||
height: 14px;
|
||
border-radius: 50%;
|
||
background: #3b82f6;
|
||
border: 2px solid white;
|
||
box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.2);
|
||
}
|
||
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
|
||
.card-hover {
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.card-hover:hover {
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 25px rgba(0, 0, 0, 0.1);
|
||
}
|
||
|
||
.progress-bar {
|
||
transition: width 1s ease-in-out;
|
||
}
|
||
|
||
#particles-js {
|
||
position: fixed;
|
||
width: 100%;
|
||
height: 100%;
|
||
top: 0;
|
||
left: 0;
|
||
z-index: -1;
|
||
opacity: 0.4;
|
||
}
|
||
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.timeline-item::before {
|
||
left: 8px;
|
||
}
|
||
|
||
.timeline-dot {
|
||
left: 2px;
|
||
}
|
||
}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<div id="particles-js"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">PSPI概念分析报告</h1>
|
||
<p class="text-xl text-gray-600 max-w-3xl mx-auto">光敏聚酰亚胺（PSPI）国产替代进程与投资机会分析</p>
|
||
<div class="mt-6 flex justify-center space-x-2">
|
||
<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">半导体材料</span>
|
||
<span class="px-3 py-1 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">国产替代</span>
|
||
<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">先进封装</span>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 概念事件时间轴 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-history text-blue-500 mr-3"></i>
|
||
概念事件时间轴
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-item relative pb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2024年5月19日</h3>
|
||
<p class="text-gray-600 mt-1">日本旭化成因AI算力需求激增，宣布收紧PIMEL系列PSPI供应，优先保障台积电、三星等大客户</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative pb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2024年5月23日</h3>
|
||
<p class="text-gray-600 mt-1">市场消息确认旭化成断供，国内PSPI国产化进程加速，阳谷华泰（波米科技）、艾森股份等被券商列为首批受益标的</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative pb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2024年6月</h3>
|
||
<p class="text-gray-600 mt-1">多家公司（如鼎龙股份、奥来德）在路演中披露PSPI产品已进入客户验证或量产阶段，国产化元年概念升温</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative pb-8">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2024年7月</h3>
|
||
<p class="text-gray-600 mt-1">艾森股份宣布其正性PSPI获得国内晶圆厂首个国产化订单，强力新材、国风新材等跟进布局</p>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item relative">
|
||
<div class="timeline-dot"></div>
|
||
<div class="ml-6">
|
||
<h3 class="text-lg font-semibold text-gray-800">2025年5月</h3>
|
||
<p class="text-gray-600 mt-1">旭化成再次限供，叠加荷兰光刻设备出口限制，PSPI国产替代逻辑强化，板块热度达到阶段性高点</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
|
||
核心观点摘要
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-blue-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">PSPI已从"卡脖子"材料进入"国产替代兑现期"</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-blue-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">国内厂商已实现量产突破，2025年将是国产化放量元年</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-blue-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">2025年国内市场规模有望从15亿增至60亿</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-chart-line text-green-500 mr-3"></i>
|
||
核心驱动力
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-purple-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">技术突破：国内厂商已攻克5μm线宽、耐温350℃等关键指标</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-purple-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">供需缺口：旭化成全球市占率超50%，断供导致国产化率从0%跃升至30%+</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-purple-500 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-gray-700">政策催化：半导体材料国产化写入"十四五"规划</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 市场热度与情绪 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-fire text-red-500 mr-3"></i>
|
||
市场热度与情绪
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-2">新闻热度</h3>
|
||
<p class="text-gray-600 text-sm">5月23日"旭化成断供"登上周末舆情榜，阳谷华泰、艾森股份等标的被高频提及</p>
|
||
<div class="mt-3">
|
||
<div class="flex justify-between text-sm mb-1">
|
||
<span class="text-gray-600">热度指数</span>
|
||
<span class="font-medium">85%</span>
|
||
</div>
|
||
<div class="w-full bg-gray-200 rounded-full h-2">
|
||
<div class="bg-red-500 h-2 rounded-full progress-bar" style="width: 85%"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-2">研报密集度</h3>
|
||
<p class="text-gray-600 text-sm">申万宏源、国金等5月连发3篇深度报告，一致推荐阳谷华泰（波米科技）为龙头</p>
|
||
<div class="mt-3">
|
||
<div class="flex justify-between text-sm mb-1">
|
||
<span class="text-gray-600">研报数量</span>
|
||
<span class="font-medium">12篇</span>
|
||
</div>
|
||
<div class="w-full bg-gray-200 rounded-full h-2">
|
||
<div class="bg-blue-500 h-2 rounded-full progress-bar" style="width: 90%"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-gray-50 rounded-lg p-4">
|
||
<h3 class="font-semibold text-gray-800 mb-2">情绪分歧</h3>
|
||
<p class="text-gray-600 text-sm">部分投资者质疑"35亿市场空间"是否夸大，但券商认为AI驱动先进封装需求将超预期</p>
|
||
<div class="mt-3">
|
||
<div class="flex justify-between text-sm mb-1">
|
||
<span class="text-gray-600">市场共识度</span>
|
||
<span class="font-medium">65%</span>
|
||
</div>
|
||
<div class="w-full bg-gray-200 rounded-full h-2">
|
||
<div class="bg-yellow-500 h-2 rounded-full progress-bar" style="width: 65%"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 预期差分析 -->
|
||
<div class="bg-gradient-to-r from-indigo-500 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-circle text-yellow-300 mr-3"></i>
|
||
预期差分析
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">市场忽略点1</h3>
|
||
<p class="text-sm">波米科技不仅供应PSPI，其PI取向剂（液晶显示核心材料）已量产，远期利润6亿（券商测算），估值未充分反映</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="font-semibold text-lg mb-2">市场忽略点2</h3>
|
||
<p class="text-sm">艾森股份的PSPI订单来自士兰微、华润微等IDM厂，验证周期短于晶圆厂，2025年放量确定性高</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-rocket text-blue-500 mr-3"></i>
|
||
近期催化剂（3-6个月）
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="border-l-4 border-blue-500 pl-4 py-1">
|
||
<h3 class="font-semibold text-gray-800">阳谷华泰</h3>
|
||
<p class="text-gray-600 text-sm">波米科技Q3完成京东方PSPI测试（路演披露），若通过将触发批量订单</p>
|
||
</div>
|
||
<div class="border-l-4 border-green-500 pl-4 py-1">
|
||
<h3 class="font-semibold text-gray-800">艾森股份</h3>
|
||
<p class="text-gray-600 text-sm">南通2000吨PSPI产线（30亿产值）预计2025年Q2投产，需跟踪客户认证进度</p>
|
||
</div>
|
||
<div class="border-l-4 border-purple-500 pl-4 py-1">
|
||
<h3 class="font-semibold text-gray-800">政策催化</h3>
|
||
<p class="text-gray-600 text-sm">国家大基金三期或追加对先进封装材料投资，PSPI作为"卡脖子"环节优先受益</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-road text-green-500 mr-3"></i>
|
||
长期发展路径
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-10 h-10 rounded-full bg-blue-100 flex items-center justify-center">
|
||
<span class="text-blue-600 font-bold">2025</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h3 class="font-semibold text-gray-800">国产化率提升</h3>
|
||
<p class="text-gray-600 text-sm">从30%提升至50%，市场规模达35-60亿</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-10 h-10 rounded-full bg-green-100 flex items-center justify-center">
|
||
<span class="text-green-600 font-bold">2027</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h3 class="font-semibold text-gray-800">技术迭代</h3>
|
||
<p class="text-gray-600 text-sm">切入2μm线宽，切入HBM、Chiplet等高端封装</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="flex-shrink-0 w-10 h-10 rounded-full bg-purple-100 flex items-center justify-center">
|
||
<span class="text-purple-600 font-bold">单价</span>
|
||
</div>
|
||
<div class="ml-4">
|
||
<h3 class="font-semibold text-gray-800">价值提升</h3>
|
||
<p class="text-gray-600 text-sm">从200万/吨提升至300万/吨</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-indigo-500 mr-3"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-3">产业链图谱</h3>
|
||
<div class="flex flex-wrap gap-4">
|
||
<div class="bg-blue-50 rounded-lg px-4 py-2">
|
||
<span class="text-blue-700 font-medium">上游：</span>
|
||
<span class="text-gray-700">光敏单体（万润股份）、聚酰亚胺树脂（鼎龙股份）</span>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg px-4 py-2">
|
||
<span class="text-green-700 font-medium">中游：</span>
|
||
<span class="text-gray-700">PSPI光刻胶（阳谷华泰、艾森股份、鼎龙股份）</span>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg px-4 py-2">
|
||
<span class="text-purple-700 font-medium">下游：</span>
|
||
<span class="text-gray-700">先进封装厂（长电科技、通富微电）、OLED面板厂（京东方、维信诺）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold text-gray-800 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产能/进展</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">客户绑定</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">阳谷华泰</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">500吨PSPI量产（波米科技）</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">华为海思、盛合晶微</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">主业轮胎助剂占比高，估值折价</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">艾森股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">2000吨产线（2025投产）</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">士兰微、华润微</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">新产线折旧压力</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">鼎龙股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">1200吨产能（仙桃+武汉）</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">京东方、天马</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">显示材料毛利率下滑（43%→50%）</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="bg-red-50 border-l-4 border-red-500 rounded-r-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2">技术风险</h3>
|
||
<p class="text-gray-600 text-sm">2μm线宽尚未量产，若良率低于90%可能延迟高端封装导入</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2">商业化风险</h3>
|
||
<p class="text-gray-600 text-sm">国产PSPI单价200万/吨（阳谷华泰），高于旭化成150万/吨，需验证客户接受度</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2">竞争风险</h3>
|
||
<p class="text-gray-600 text-sm">日本东丽计划2025年在中国设厂，可能价格战压制国产利润</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm">
|
||
<h3 class="font-semibold text-gray-800 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-600 text-sm">券商预测2025年市场35亿，但路演显示2023年封装用PSPI仅3.96亿，需求测算或过于乐观</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl shadow-lg p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-trophy text-yellow-300 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-2">阶段判断</h3>
|
||
<p class="text-blue-100">PSPI已从主题炒作（2023年）进入基本面驱动阶段（2025年），核心看订单落地</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-1">最纯标的</h4>
|
||
<p class="text-blue-100 text-sm">阳谷华泰（波米科技PSPI占比100%，主业估值折价）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-semibold text-lg mb-1">弹性标的</h4>
|
||
<p class="text-blue-100 text-sm">艾森股份（2000吨产线投产+士兰微订单，市值仅32亿）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-yellow-300 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-blue-100">阳谷华泰：Q3京东方PSPI测试通过率（决定2025年订单规模）</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1">
|
||
<div class="w-3 h-3 bg-yellow-300 rounded-full"></div>
|
||
</div>
|
||
<p class="ml-3 text-blue-100">艾森股份：南通产线客户认证名单（决定2025年产能利用率）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-yellow-400 bg-opacity-20 backdrop-blur-sm rounded-lg p-4 border-l-4 border-yellow-300">
|
||
<p class="text-lg font-semibold">一句话总结</p>
|
||
<p class="text-blue-100 mt-1">PSPI是"断供催化+技术兑现"的稀缺赛道，2025年看阳谷华泰的订单、艾森股份的产能，谁先放量谁就是龙头</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="bg-white rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table text-green-500 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<!-- PSPI(250525) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">PSPI(250525)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">阶段</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">资料来源</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">阳谷华泰</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">控股子公司波米科技PSPI已经量产</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">量产</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">研报+网传券商短文</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">子公司波米科技PSPI已量产，与华为海思深度绑定，年出货量达几千万，具备500吨产能</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">艾森股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI光刻胶实现小批量量产</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">小批量量产</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">券商短文</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">负性光刻胶在盛合晶微测试认证推进中，性能优越满足先进封装需求</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">鼎龙股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">半导体先进封装下游验证进展顺利</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">验证阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">券商短文</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI应用于半导体先进封装领域，是重布线制程（RDL）关键材料</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">强力新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI应用于半导体先进封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-purple-100 text-purple-800">客户送样验证阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">与中科大先研院联合开发半导体封装用PSPI光刻胶，2024年7月进入实验室送样检测阶段</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">国风新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">半导体封装用PSPI光刻胶研发</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-gray-100 text-gray-800">实验室送样阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">与中科大先研院联合开发，2024年7月处于实验室送样检测阶段</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">瑞华泰</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">半导体领域布局PSPI相关产品</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">研发、验证阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">研报+网传</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">已立项进行PSPI产品研发，布局半导体封装领域</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">华懋科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">年产8000吨光刻材料新建项目</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-gray-100 text-gray-800">规划</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">合资公司东阳华芯规划ArF/KrF光刻胶产品，包含PSPI材料</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">鼎龙股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">国内主流显示面板客户YPI、PSPI产品供应商</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">规模销售</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告纪要</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">为国内部分主流显示面板客户提供YPI和PSPI产品</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">奥来德</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI材料用于三层制程</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">量产供货</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">研报</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">开发的PSPI材料可同时用于三层制程，提升屏幕弯折性能</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">万润股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">供应PSPI成品材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">供货</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">研报</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">旗下三月科技TFP用聚酰亚胺（PI）成品材料已向下游面板厂供应</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">普利特</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">参股公司研发PSPI光刻胶</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">有产品</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">官网、企查查</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">参股22%的苏州理硕科技研发生产PSPI等光刻胶</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">八亿时空</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">显示面板领域PSPI光刻胶验证</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-blue-100 text-blue-800">验证阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI光刻胶将配合客户验证，逐步实现量产准备</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">广信材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI产品尚未批量销售</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-gray-100 text-gray-800">实验阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">互动</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">PSPI产品尚未实现批量销售，处于实验阶段</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">利安隆</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">面板封装领域</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">并购韩国PSPI生产技术</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">PSPI材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">建设阶段</span>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">公告</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">并购韩国电子级聚酰亚胺（PI）生产技术和工艺，预计2026年初试生产</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 半导体抛光液(250701) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">半导体抛光液(250701)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">三超新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">钻石研磨液（SiCP）研发</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">旗下日本全资子公司研发的钻石研磨液（SiCP）用于半导体制造，主要用于蓝宝石和碳化硅等材料的抛光。5月4日互动表示暂无抛光液产品</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">康达新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">CMP抛光液研发</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">CMP抛光液是半导体制造用化学机械抛光工艺材料，目前处于内部测试阶段</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">奔朗新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">氧化铝CMP抛光液及配套产品</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">开发出氧化铝CMP抛光液及配套产品，满足第三代半导体衬底高效超精密平坦化加工需求</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">飞鹿股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">清洗设备及配套服务</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">设备与材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">提供芯片制作过程中的清洗设备及配套服务，目标实现抛光布/液等材料国产替代</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">安集科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">化学机械抛光液平台</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光液/清洗液</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">化学机械抛光液板块已实现全品类产品线布局，涵盖铜及铜阻挡层抛光液、介质材料抛光液等</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">鼎龙股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">CMP抛光垫/抛光液扩产</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">2025年将扩大CMP抛光垫、抛光液、清洗液及显示材料等产品市场份额</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">金太阳</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">CMP抛光液供应</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">参股公司领航电子主要业务为衬底和芯片制造用CMP抛光液</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">上海新阳</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">化学机械抛光液产线</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">投资新建年产5000吨化学机械抛光液系列产品</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">岱勒新材</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">抛光液/清洗剂等产品</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">产品替代</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">子公司岱华在售产品包括抛光液、清洗剂、剥膜液、AF抗指纹剂等</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">凯盛科技</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">二氧化硅生产线</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游原材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">原材料供应</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">合成二氧化硅生产线已投料试产，后续爬坡后可应用于CMP抛光液生产</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">科隆股份</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">纳米氧化铈抛光液</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">上游原材料</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">原材料供应</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">研发的纳米氧化铈抛光液是化学机械抛光液的原材料之一，主要供应抛光液生产企业</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm font-medium text-gray-900">南大光电</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">半导体</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">抛光液及设备专利</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">其它</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="text-sm text-gray-500">抛光材料</div>
|
||
</td>
|
||
<td class="px-6 py-4">
|
||
<div class="text-sm text-gray-500">申请了"硅片化学机械抛光液及制备方法"专利，尚未获得正式授权</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 添加滚动动画
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card-hover').forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |