440 lines
30 KiB
HTML
440 lines
30 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>深度研报：电子级玻璃纤维布</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></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=Lexend:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Lexend', sans-serif;
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background-color: #02040a;
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background-image:
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radial-gradient(at 20% 20%, hsla(212, 80%, 30%, 0.2) 0px, transparent 50%),
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radial-gradient(at 80% 0%, hsla(289, 80%, 40%, 0.2) 0px, transparent 50%),
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radial-gradient(at 0% 90%, hsla(190, 80%, 50%, 0.2) 0px, transparent 50%),
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radial-gradient(at 80% 95%, hsla(340, 80%, 50%, 0.2) 0px, transparent 50%);
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}
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.glass-card {
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@apply bg-slate-900/40 backdrop-blur-lg border border-slate-700/50 rounded-2xl shadow-2xl shadow-black/20 transition-all duration-300;
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}
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.glass-card:hover {
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@apply border-cyan-400/50 scale-[1.01];
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}
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.bento-grid {
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@apply grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6;
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(107, 227, 255, 0.7);
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}
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.section-title {
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@apply text-3xl font-bold text-slate-100 mb-2 glow-text;
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}
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.section-subtitle {
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@apply text-lg text-slate-400 mb-8;
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}
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.table thead th {
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@apply bg-slate-800/60 text-slate-300;
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}
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</style>
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</head>
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<body class="text-slate-300">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-5xl font-extrabold text-transparent bg-clip-text bg-gradient-to-r from-sky-300 to-violet-400 mb-4">
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深度研报：电子级玻璃纤维布
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</h1>
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<p class="text-xl text-slate-400 max-w-3xl mx-auto">AI算力与消费电子双轮驱动下的材料革命</p>
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<div class="divider divider-primary max-w-sm mx-auto my-6"></div>
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<p class="text-xs text-slate-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Section: Concept Genesis & Core View -->
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<section class="mb-16">
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<div class="grid grid-cols-1 lg:grid-cols-5 gap-6">
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<!-- Concept Event -->
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<div class="lg:col-span-3 glass-card p-6">
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<h2 class="text-2xl font-bold text-cyan-300 mb-4">概念事件：三重催化引爆“一布难求”</h2>
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<ul class="space-y-4 text-slate-300">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-sky-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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<div><strong class="text-white">技术迭代驱动 (2024年初至今):</strong> 英伟达GB200与1.6T交换机推动PCB材料向<strong class="text-amber-300">低介电(Low-Dk)</strong>与<strong class="text-amber-300">石英布(Q布)</strong>升级，需求刚性且不可逆。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-sky-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 18h.01M8 21h8a2 2 0 002-2V5a2 2 0 00-2-2H8a2 2 0 00-2 2v14a2 2 0 002 2z" /></svg>
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<div><strong class="text-white">消费电子催化 (2025年Q2):</strong> 苹果iPhone 17系列首次大规模采用<strong class="text-fuchsia-300">低热膨胀系数(Low-CTE)</strong>布，叠加备货周期，瞬间放大高端品供给缺口。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-sky-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
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<div><strong class="text-white">供需失衡与价格飙升 (2025年2月起):</strong> 龙头企业多次发布涨价函，Low-CTE布交期拉长至<strong class="text-rose-400">16-20周</strong>，日本旭化成甚至停产E-glass保供高端品，印证全球供应链紧张。</div>
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</li>
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</ul>
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</div>
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<!-- Core View Summary -->
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<div class="lg:col-span-2 glass-card p-6 flex flex-col justify-center">
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<h2 class="text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h2>
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<p class="text-slate-300">电子级玻璃纤维布正处在一场由<strong class="text-white">AI算力</strong>和<strong class="text-white">高端消费电子</strong>双轮驱动的结构性升级浪潮中，核心逻辑已从传统的周期性供需关系，转变为由<strong class="text-yellow-300">技术代差</strong>主导的成长性逻辑。市场正从“主题炒作”向“基本面驱动”过渡，<strong class="text-lime-300">Low-Dk二代</strong>和<strong class="text-lime-300">Low-CTE</strong>布已进入业绩兑现期，更高阶的<strong class="text-violet-300">Q布</strong>则代表了未来的巨大潜力。</p>
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</div>
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</div>
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</section>
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<!-- Section: Price Dynamics & Tech Tiers -->
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<section class="mb-16">
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<div class="text-center">
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<h2 class="section-title">价格的阶跃：从“白菜价”到“黄金布”</h2>
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<p class="section-subtitle">特种电子布价格呈指数级增长，凸显其技术壁垒与市场稀缺性。</p>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div class="glass-card p-6 min-h-[400px]">
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<div id="price-chart" class="w-full h-full"></div>
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</div>
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<div class="grid grid-cols-2 gap-6">
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<div class="glass-card p-4 text-center flex flex-col justify-center">
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<p class="text-slate-400 text-sm">传统电子布</p>
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<p class="text-4xl font-bold text-slate-200">~5 <span class="text-lg">元/米</span></p>
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</div>
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<div class="glass-card p-4 text-center flex flex-col justify-center border-amber-400/50">
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<p class="text-amber-300 text-sm">Low-Dk 二代</p>
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<p class="text-4xl font-bold text-amber-200">60-130 <span class="text-lg">元/米</span></p>
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</div>
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<div class="glass-card p-4 text-center flex flex-col justify-center border-fuchsia-400/50">
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<p class="text-fuchsia-300 text-sm">Low-CTE</p>
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<p class="text-4xl font-bold text-fuchsia-200">150-200 <span class="text-lg">元/米</span></p>
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</div>
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<div class="glass-card p-4 text-center flex flex-col justify-center border-violet-400/50">
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<p class="text-violet-300 text-sm">Q布 (三代)</p>
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<p class="text-4xl font-bold text-violet-200">230-300 <span class="text-lg">元/米</span></p>
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</div>
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</div>
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</div>
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</section>
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<!-- Section: Core Logic & Market Perception -->
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<section class="mb-16">
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<div class="text-center">
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<h2 class="section-title">核心逻辑与预期差分析</h2>
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<p class="section-subtitle">物理定律倒逼材料革命，但市场认知与产业现实存在三大关键预期差。</p>
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</div>
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<div class="bento-grid">
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<!-- Core Driver -->
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<div class="md:col-span-2 lg:col-span-1 glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-sky-300">根本驱动力：物理极限的挑战</h3>
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<p>AI芯片与通信速率进入Tb/s时代，信号在PCB中的损耗和延迟成为核心瓶颈。电子布作为PCB的“骨架”，其介电性能(Dk/Df)和热稳定性(CTE)直接决定信号质量。因此，从E-glass到Low-Dk再到Q布的升级，是<strong class="text-white">终端应用倒逼上游材料进行物理性能极限突破的过程</strong>，这是刚性的、不可逆的技术趋势。</p>
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</div>
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<!-- Expectation Gap 1 -->
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-rose-300">预期差 ①：产能 vs 有效产能</h3>
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<p>市场聚焦于各家宏大的扩产计划，但忽略了<strong class="text-white">良率是核心瓶颈</strong>。Low-Dk二代布行业良率仅75-80%，Q布性能波动大。名义产能不等于实际盈利能力，<strong class="text-yellow-300">“有效高品质产能”</strong>的稀缺性被市场低估。</p>
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</div>
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<!-- Expectation Gap 2 -->
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-rose-300">预期差 ②：需求爆发 vs 认证周期</h3>
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<p>新闻描绘了需求“竖向爆发”的景象，但高端产品<strong class="text-white">客户验证周期长</strong>（尤其是苹果、英伟达等）。新产线从投产到实现批量供货存在时间滞后，市场可能高估了短期业绩兑现的速度，期间存在供需错配风险。</p>
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</div>
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<!-- Expectation Gap 3 -->
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<div class="md:col-span-2 lg:col-span-3 glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-rose-300">预期差 ③：技术路径的同质化幻觉</h3>
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<p>市场倾向于将所有布局高端电子布的公司视为同质化受益者，但实际技术壁垒和绑定关系差异巨大：</p>
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<ul class="list-disc list-inside mt-2 space-y-1">
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<li><strong class="text-violet-300">菲利华:</strong> 依托石英纤维全产业链，在<strong class="text-white">Q布</strong>上优势难以逾越，逻辑最纯粹长远。</li>
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<li><strong class="text-fuchsia-300">宏和科技:</strong> 深度绑定苹果，在<strong class="text-white">Low-CTE</strong>和超薄布领域领先，与苹果创新周期高度相关。</li>
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<li><strong class="text-amber-300">中材科技:</strong> 平台型选手，产品线最全，客户覆盖广，最为稳健。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Section: Industry Chain & Key Players -->
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<section class="mb-16">
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<div class="text-center">
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<h2 class="section-title">产业链图谱与核心玩家</h2>
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<p class="section-subtitle">从石英砂到AI芯片，谁在定义这场材料变革的游戏规则。</p>
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</div>
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<!-- Industry Chain Visual -->
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<div class="flex flex-col md:flex-row items-center justify-center space-y-4 md:space-y-0 md:space-x-4 mb-12">
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<div class="glass-card p-4 text-center w-full md:w-auto">
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<p class="font-bold text-lg text-slate-200">上游原材料</p>
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<p class="text-sm text-slate-400">高纯石英砂, 特种玻纤纱</p>
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<p class="font-semibold text-cyan-300 mt-1">欧晶科技, 中国巨石</p>
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</div>
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<div class="text-2xl text-slate-500 font-mono">-></div>
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<div class="glass-card p-4 text-center w-full md:w-auto border-2 border-cyan-400 shadow-lg shadow-cyan-500/20">
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<p class="font-bold text-lg text-white">中游核心制造</p>
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<p class="text-sm text-slate-400">电子级玻璃纤维布</p>
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<p class="font-semibold text-cyan-300 mt-1">中材科技, 宏和科技, 菲利华</p>
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</div>
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<div class="text-2xl text-slate-500 font-mono">-></div>
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<div class="glass-card p-4 text-center w-full md:w-auto">
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<p class="font-bold text-lg text-slate-200">下游应用</p>
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<p class="text-sm text-slate-400">覆铜板(CCL) -> PCB</p>
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<p class="font-semibold text-cyan-300 mt-1">生益科技, 台光电子</p>
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</div>
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<div class="text-2xl text-slate-500 font-mono">-></div>
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<div class="glass-card p-4 text-center w-full md:w-auto">
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<p class="font-bold text-lg text-slate-200">终端客户</p>
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<p class="text-sm text-slate-400">AI服务器, 智能手机</p>
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<p class="font-semibold text-cyan-300 mt-1">英伟达, 苹果, 华为</p>
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</div>
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</div>
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<!-- Key Players Comparison -->
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-amber-300">中材科技 (002080)</h3>
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<p class="font-semibold text-slate-200">平台型领导者</p>
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<p class="mt-2 text-sm">央企背景，产品线最全(Low-Dk, Low-CTE, Q布均有布局)，产能规模大，客户覆盖面广。技术积累深厚，行业标准参与者，最为稳健。</p>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-fuchsia-300">宏和科技 (603256)</h3>
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<p class="font-semibold text-slate-200">消费电子特种兵</p>
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<p class="mt-2 text-sm">深度绑定苹果，主板第一大玻纤布供应商，在Low-CTE和超薄布领域技术领先。业绩已率先爆发(前三季净利增1696%)，逻辑兑现度高。</p>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-bold text-xl mb-3 text-violet-300">菲利华 (300395)</h3>
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<p class="font-semibold text-slate-200">Q布纯粹龙头</p>
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<p class="mt-2 text-sm">国内唯一具备石英纤维全产业链能力，技术壁垒极高，在第三代Q布上处于绝对领先。逻辑最纯粹，想象空间最大，已签订战略锁产协议。</p>
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</div>
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</div>
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</section>
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<!-- Section: Catalysts and Risks -->
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<section class="mb-16">
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<!-- Catalysts -->
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<div>
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<h2 class="section-title text-left !mb-6">未来催化剂与发展路径</h2>
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<div class="space-y-6">
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<div class="glass-card p-6">
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<h3 class="font-semibold text-lg text-cyan-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-sm">
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<li><strong>苹果iPhone 17发布与拆解:</strong> 验证Low-CTE布需求逻辑的关键事件。</li>
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<li><strong>英伟达GB200/Ruby放量:</strong> 财报将直接反映AI对Low-Dk/Q布的实际拉动。</li>
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<li><strong>核心厂商Q3/Q4财报:</strong> 高端品出货量、价格和毛利率是验证景气度的直接证据。</li>
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<li><strong>新一轮涨价函:</strong> 进一步强化供需紧张预期。</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">长期发展路径</h3>
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<ol class="list-decimal list-inside space-y-2 text-sm">
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<li><strong>阶段一 (当前-2026):</strong> 高端应用引领，结构性分化。少数头部企业享受超额利润。</li>
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<li><strong>阶段二 (2026-2028):</strong> 技术扩散与成本优化。向普通服务器、汽车电子渗透，国产算力成新增长点。</li>
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<li><strong>阶段三 (2028+):</strong> 新材料平台化。Q布等成为高速通信标配，行业形成寡头垄断。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- Risks -->
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<div>
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<h2 class="section-title text-left !mb-6">潜在风险与挑战</h2>
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<div class="space-y-4">
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<div class="alert bg-rose-900/40 border border-rose-500/50 text-rose-200">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div>
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<h3 class="font-bold">技术风险：良率爬坡不及预期</h3>
|
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<div class="text-xs">拉丝易断、布面缺陷等问题，若无法有效提升良率，将直接影响盈利能力。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-amber-900/40 border border-amber-500/50 text-amber-200">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">商业化风险：成本与价格传导</h3>
|
||
<div class="text-xs">高端布价格是传统布数十倍，下游接受度及成本传导能力是关键，若终端需求放缓可能抑制渗透率。</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert bg-slate-800/60 border border-slate-600/50 text-slate-300">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3.055 11H5a2 2 0 012 2v1a2 2 0 002 2h10a2 2 0 002-2v-1a2 2 0 012-2h1.945M7.737 11l-.546 2M21.945 11l-.546 2m0 0l-2.455 5.156A2 2 0 0117.02 20H6.98a2 2 0 01-1.924-2.844L2.6 13m18.8 0l-2.455-5.156A2 2 0 0017.02 5H6.98a2 2 0 00-1.924 2.844L7.5 13" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">竞争与政策风险</h3>
|
||
<div class="text-xs">贸易摩擦升级可能波及高端材料出口；当前“产能为王”下各方积极扩产，远期需警惕产能过剩风险。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Section: Conclusion & Investment Targets -->
|
||
<section>
|
||
<div class="text-center">
|
||
<h2 class="section-title">综合结论与核心标的</h2>
|
||
<p class="section-subtitle">概念已进入基本面验证阶段，不同环节的投资价值与风险收益比存在差异。</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-12">
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-semibold text-lg text-lime-300 mb-2">最具投资价值环节 ①：确定性最高</h3>
|
||
<p class="text-sm">具备<strong class="text-white">Low-Dk二代</strong>和<strong class="text-white">Low-CTE</strong>布量产能力、已通过核心客户认证、且良率可控的头部制造商。它们正处在业绩爆发的前夜或初期，风险收益比较为均衡。 <br><strong>代表公司: 中材科技, 宏和科技</strong></p>
|
||
</div>
|
||
<div class="glass-card p-6">
|
||
<h3 class="font-semibold text-lg text-violet-300 mb-2">最具投资价值环节 ②：弹性最大</h3>
|
||
<p class="text-sm">在<strong class="text-white">Q布（石英纤维布）</strong>领域具备绝对技术壁垒和产业链一体化优势的寡头。这是典型的高风险、高潜在回报标的，其价值取决于对未来2-3年技术路径的判断。 <br><strong>代表公司: 菲利华</strong></p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto glass-card p-2 md:p-4">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑 / 投资原因</th>
|
||
<th>相关标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>中材科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002080" target="_blank" class="link link-primary">002080</a></td>
|
||
<td>平台型龙头。LDK2产能明确，Q布即将出货，玻纤纱产能A股第二，技术和客户资源全面领先。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-secondary">Low-Dk二代</div><div class="badge badge-info">Q布</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>宏和科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603256" target="_blank" class="link link-primary">603256</a></td>
|
||
<td>消费电子核心。深度绑定苹果，Low-CTE布与低介电二代产品已获客户认证通过，业绩已开始兑现。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-secondary">Low-Dk二代</div><div class="badge badge-warning">Low-CTE</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>菲利华</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300395" target="_blank" class="link link-primary">300395</a></td>
|
||
<td>Q布纯粹龙头。国内石英纤维布主导供应商，技术壁垒极高，Q布产品行业领先，想象空间巨大。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-info">Q布</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>国际复材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301526" target="_blank" class="link link-primary">301526</a></td>
|
||
<td>快速追赶者。LDK二代产品性能优异，电子布总产量高，玻纤纱产能A股第三，扩产积极。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-secondary">Low-Dk二代</div><div class="badge badge-neutral">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>中国巨石</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600176" target="_blank" class="link link-primary">600176</a></td>
|
||
<td>上游巨头。全球玻纤纱产能第一，电子布总产能领先，正积极推进第二代低介电电子纱及布的研发。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-secondary">Low-Dk二代</div><div class="badge badge-neutral">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>九鼎新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002201" target="_blank" class="link link-primary">002201</a></td>
|
||
<td>Q布新势力。改性石英纤维布(Q布)据传已通过斗山送样NV认证，切入GB系列供应链。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-info">Q布</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>平安电工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001359" target="_blank" class="link link-primary">001359</a></td>
|
||
<td>Q布产能规划。公司规划Q布2026年年化产能480万米，具备一定远期潜力。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-info">Q布</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>大豪科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603025" target="_blank" class="link link-primary">603025</a></td>
|
||
<td>间接持股。间接持股光远新材(1.26%)，后者在二代低介电和Q布领域有明确投产及量产计划。</td>
|
||
<td><div class="badge badge-accent">电子布</div><div class="badge badge-secondary">Low-Dk二代</div><div class="badge badge-info">Q布</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td>卓郎智能</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600545" target="_blank" class="link link-primary">600545</a></td>
|
||
<td>上游设备商。与国际复材签订史上最大额玻璃纤维捻线机订单，受益于行业扩产周期。</td>
|
||
<td><div class="badge badge-ghost">设备</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
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