585 lines
41 KiB
HTML
585 lines
41 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>电子级玻璃纤维纱布 - 深度行研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000000;
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background-image:
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radial-gradient(ellipse at 20% 20%, rgba(3, 105, 161, 0.2) 0%, transparent 50%),
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radial-gradient(ellipse at 80% 10%, rgba(56, 189, 248, 0.15) 0%, transparent 50%),
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radial-gradient(ellipse at 70% 80%, rgba(13, 148, 136, 0.2) 0%, transparent 60%);
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background-attachment: fixed;
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color: #e5e7eb;
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}
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background: rgba(17, 24, 39, 0.5);
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backdrop-filter: blur(20px);
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box-shadow: 0 0 30px rgba(56, 189, 248, 0.2);
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text-shadow: 0 0 8px rgba(56, 189, 248, 0.6), 0 0 20px rgba(56, 189, 248, 0.4);
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem;
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}
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.bento-item {
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border-radius: 1.5rem;
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padding: 1.5rem;
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min-height: 200px;
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}
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.col-span-12 { grid-column: span 12; }
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.col-span-8 { grid-column: span 8; }
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.col-span-4 { grid-column: span 4; }
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@media (max-width: 1024px) {
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.col-span-8, .col-span-6, .col-span-4 { grid-column: span 12; }
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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}
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.timeline::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 2px;
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background: rgba(56, 189, 248, 0.3);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 2rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -2.5rem;
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top: 0.25rem;
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width: 1rem;
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height: 1rem;
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border-radius: 50%;
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background-color: #38bdf8;
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border: 3px solid rgba(17, 24, 39, 0.8);
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box-shadow: 0 0 10px rgba(56, 189, 248, 0.8);
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}
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.tabs .tab {
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transition: all 0.3s ease;
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.tabs .tab-active {
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color: #38bdf8;
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border-color: #38bdf8;
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background: rgba(56, 189, 248, 0.1);
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}
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</style>
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</head>
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<body class="antialiased min-h-screen">
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text tracking-wider">电子级玻璃纤维纱布</h1>
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<p class="text-lg md:text-xl text-slate-300 mt-4 max-w-4xl mx-auto">周期与成长的共振：AI与苹果链重塑材料价值</p>
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<p class="text-xs text-slate-500 mt-8">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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<!-- Main Content -->
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<main class="space-y-8">
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<!-- Insight Section -->
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<section id="insight">
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<div class="bento-grid">
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<div class="bento-item glass-card col-span-12 lg:col-span-8">
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<h2 class="text-2xl font-bold mb-4 glow-text">核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">电子级玻璃纤维纱布行业正经历一场深刻的价值重估。它不再是单一的周期性建材，而是演变为由<strong class="text-cyan-400">“周期性复苏”</strong>和<strong class="text-cyan-400">“高端技术创新驱动的结构性成长”</strong>双轮驱动的赛道。核心驱动力已从传统的供需关系，转向由AI服务器和高端消费电子（如苹果）引领的、对<strong class="text-teal-300">低介电（Low-Dk）</strong>和<strong class="text-teal-300">低热膨胀（Low-CTE）</strong>等高性能材料的刚性需求，市场正从“产能为王”向“技术为王”的时代迈进。</p>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-4 flex flex-col">
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<h2 class="text-2xl font-bold mb-4 glow-text">概念事件</h2>
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<div class="timeline flex-grow overflow-y-auto pr-2">
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<div class="timeline-item">
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<p class="font-semibold text-sky-300">2022-2023: 行业下行</p>
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<p class="text-sm text-slate-400">价格低位，多数企业亏损，产能几无新增，为反转埋下伏笔。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-sky-300">2024 Q1-Q2: 初步复苏</p>
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<p class="text-sm text-slate-400">价格拐点确立，7628电子布从约2元/米涨至4元/米。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-sky-300">2024 H2 - 2025: 高端引爆</p>
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<p class="text-sm text-slate-400">AI服务器（Low-Dk）与iPhone 17（Low-CTE）需求成为核心催化剂。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-sky-300">2025至今: 格局分化</p>
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<p class="text-sm text-slate-400">龙头企业加速布局高端产能，行业协同提价。</p>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 glow-text">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="space-y-2 p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-sky-300">核心驱动力</h3>
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<ul class="list-disc list-inside text-slate-400 space-y-2 text-sm">
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<li><strong class="text-slate-200">技术迭代下的需求创造：</strong>AI算力、芯片封装等下游技术革命催生对Low Dk/Df和Low-CTE材料的刚性需求。</li>
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<li><strong class="text-slate-200">供给侧的高度壁垒：</strong>高性能电子布技术、资本和客户认证构成坚固护城河，高端产品供不应求。</li>
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<li><strong class="text-slate-200">传统业务的周期性修复：</strong>行业连续两年半无新增产能，消费电子回暖推动传统型号价格上涨。</li>
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</ul>
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</div>
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<div class="space-y-2 p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-sky-300">市场热度与情绪</h3>
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<p class="text-slate-400 text-sm">当前市场关注度极高，情绪<strong class="text-green-400">非常乐观</strong>，带有“科技股”狂热。研报密集发布，市场叙事与英伟达、苹果等巨头创新周期紧密绑定，赋予极高成长预期，如“瓶颈环节”、“产能为王”等表述极具感染力。</p>
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</div>
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<div class="space-y-2 p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-sky-300">预期差分析</h3>
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<ul class="list-disc list-inside text-slate-400 space-y-2 text-sm">
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<li><strong class="text-slate-200">混淆“龙头”与“领先者”：</strong>中国巨石是产能龙头，但在Low-Dk/CTE技术上，宏和科技、中材科技是领先者。</li>
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<li><strong class="text-slate-200">忽略量产良率的挑战：</strong>市场聚焦高单价，但“良率低”是高单价能否转化为高利润的关键，关注度不足。</li>
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<li><strong class="text-slate-200">对周期性的选择性遗忘：</strong>AI光环下，传统业务的强周期性被忽略，若需求复苏不及预期仍存风险。</li>
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</ul>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12 lg:col-span-7">
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<h2 class="text-2xl font-bold mb-4 glow-text">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="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="space-y-2 text-slate-400 text-sm">
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<li><span class="text-cyan-400 font-bold">①</span> 苹果iPhone 17发布与拆解，验证Low-CTE商用。</li>
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<li><span class="text-cyan-400 font-bold">②</span> 英伟达GB200/300系列放量，验证AI需求逻辑。</li>
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<li><span class="text-cyan-400 font-bold">③</span> 核心公司Q3/Q4财报，验证技术向利润转化。</li>
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<li><span class="text-cyan-400 font-bold">④</span> 新一轮产品提价，强化行业景气度。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-teal-300 mb-2">长期发展路径</h3>
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<ul class="space-y-2 text-slate-400 text-sm">
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<li><strong class="text-teal-400">渗透阶段 (2025-26):</strong> 高性能产品在头部客户实现0到1渗透。</li>
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<li><strong class="text-teal-400">扩散阶段 (2026-28):</strong> 技术成熟成本下降，向中高端产品扩散。</li>
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<li><strong class="text-teal-400">平台化阶段 (2028+):</strong> 成为新一代设备基础材料，全面替代传统产品。</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 class="bento-item glass-card col-span-12 lg:col-span-5">
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<h2 class="text-2xl font-bold mb-4 glow-text">电子布价格趋势</h2>
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<div id="priceChart" class="w-full h-full min-h-[250px]"></div>
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</div>
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<div class="bento-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 glow-text">产业链与核心公司深度剖析</h2>
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<div class="space-y-6">
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<div>
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<h3 class="font-semibold text-lg text-sky-300 mb-3">产业链图谱</h3>
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<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0 md:space-x-4 text-center text-sm">
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<div class="p-3 bg-slate-800/50 rounded-lg w-full md:w-auto">
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<p class="font-bold text-slate-300">上游</p>
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<p class="text-slate-400">高纯石英砂 (欧晶科技)<br>叶腊石、能源</p>
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</div>
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<div class="text-2xl text-cyan-400 font-mono">>></div>
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<div class="p-3 bg-slate-700/50 rounded-lg w-full md:w-auto">
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<p class="font-bold text-slate-300">中游</p>
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<p class="text-slate-400">电子纱生产 (中国巨石)<br>电子布织造 (宏和科技)</p>
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</div>
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<div class="text-2xl text-cyan-400 font-mono">>></div>
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<div class="p-3 bg-slate-600/50 rounded-lg w-full md:w-auto">
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<p class="font-bold text-slate-300">下游</p>
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<p class="text-slate-400">覆铜板 (CCL)<br>印制电路板 (PCB)</p>
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</div>
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<div class="text-2xl text-cyan-400 font-mono">>></div>
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<div class="p-3 bg-slate-500/50 rounded-lg w-full md:w-auto">
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<p class="font-bold text-slate-300">终端应用</p>
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<p class="text-slate-400">AI服务器, 手机, 5G基站<br>新能源汽车</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-sky-300 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="table table-sm">
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<thead class="text-slate-300">
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<tr>
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<th>公司名称</th>
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<th>核心优势</th>
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<th>业务进展与逻辑</th>
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<th>潜在风险</th>
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<th class="text-center">逻辑纯粹度</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold text-white">宏和科技</td>
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<td>技术领先，高端产品先发</td>
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<td>Low-CTE布通过苹果认证，Q3利润大增。逻辑是技术突破的戴维斯双击。</td>
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<td>产能相对较小，客户集中度高，贸易摩擦。</td>
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<td class="text-center font-bold text-success">最高</td>
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</tr>
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<tr>
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<td class="font-bold text-white">中材科技</td>
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<td>规模与技术兼备</td>
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<td>泰山玻纤是二代低介电首家批量供货商，入苹果Low-CTE资源池。逻辑是传统复苏+高端放量。</td>
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<td>国企业绩弹性释放或慢于预期。</td>
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<td class="text-center font-bold text-green-500">较高</td>
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</tr>
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<tr>
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<td class="font-bold text-white">中国巨石</td>
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<td>绝对规模与成本优势</td>
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<td>全球最大电子纱产能，周期复苏最大受益者。入苹果Low-CTE资源池。逻辑是价值修复+追赶高端。</td>
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<td>高端产品研发量产慢于对手，产品结构偏中低端。</td>
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<td class="text-center font-bold text-yellow-500">中等</td>
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</tr>
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<tr>
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<td class="font-bold text-white">国际复材</td>
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<td>高端产品专注，技术突破明确</td>
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<td>开发3.7μm超细纱，5G低介电材料已量产。逻辑是聚焦高附加值细分市场成长性。</td>
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<td>整体产能规模相对较小。</td>
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<td class="text-center font-bold text-green-500">较高</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<div class="bento-item glass-card col-span-12">
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<h2 class="text-2xl font-bold mb-4 glow-text">潜在风险与挑战</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
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<div class="alert bg-red-900/30 border border-red-500/50 text-red-300">
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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</h3>
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<div class="text-xs">高端产品良率是最大不确定性，可能侵蚀高单价带来的利润。</div>
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</div>
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</div>
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<div class="alert bg-yellow-900/30 border border-yellow-500/50 text-yellow-300">
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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="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div>
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<h3 class="font-bold">商业化风险</h3>
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<div class="text-xs">高昂成本可能抑制渗透速度，若下游需求不及预期，将面临压力。</div>
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</div>
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</div>
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<div class="alert bg-blue-900/30 border border-blue-500/50 text-blue-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 2h1a2 2 0 002-2v-1a2 2 0 012-2h1.945M7.938 6.124a9 9 0 11-5.876 5.876" /></svg>
|
||
<div>
|
||
<h3 class="font-bold">政策与竞争风险</h3>
|
||
<div class="text-xs">国际贸易摩擦是隐患，未来高端产能集中释放可能重蹈价格战覆辙。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section id="supporting-data" x-data="{ tab: 'news' }">
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<div class="tabs tabs-boxed bg-black/30 mb-6">
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click="tab = 'news'">新闻数据</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab tab-lg" :class="{ 'tab-active': tab === 'research' }" @click="tab = 'research'">研报精粹</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'news'" class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">企业投资与产能扩张</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>国际复材:</strong> 投资23.04亿元建设电子级玻璃纤维生产线设备更新及数智化提质增效项目。</li>
|
||
<li><strong>中国巨石:</strong> 拟58.06亿元投建电子级玻璃纤维零碳智能生产线及配套项目，计划2025年开工。新建10万吨电子纱项目，对应3.9225亿米布，预期总投资收益率17.47%。</li>
|
||
<li><strong>宏和科技:</strong> 募投近10亿新增高性能玻纤纱年产能1254吨。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">市场表现与高性能产品</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>价格与销量:</strong> 宏和科技前三季度净利润同比增长1696%，因普通中高端电子布价格同比上涨、销量增加。玻纤企业对电子纱及电子布有提涨预期。</li>
|
||
<li><strong>Low CTE 玻璃纤维布:</strong> 因材料缺货导致苹果iPhone 17系列备货极为紧张。该材料技术壁垒极高，全球仅宏和科技、日本旭化成等少数企业能批量生产，需通过苹果MFi认证。</li>
|
||
<li><strong>应用:</strong> Low CTE布主要用于手机芯片封装基板、PCB和存储载板，热膨胀系数接近硅基芯片。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">产业链与国际贸易摩擦</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>上游原料:</strong> 欧晶科技已实现电子级石英砂（电子布的"芯片级"原材料）稳定量产，并通过英伟达H100 GPU基板供应商认证。</li>
|
||
<li><strong>下游市场:</strong> 2024-2028年全球PCB年均产值复合增长率约4.5%，服务器/数据传输板块增长率高达8.7%。</li>
|
||
<li><strong>贸易摩擦:</strong> 欧盟对原产于中国的玻璃纤维纱线作出反倾销初裁，税率为26.3%-56.1%。同时对玻璃纤维织物发起反倾销/反补贴日落复审。美国、巴西、印度等国也有相关调查。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">高端产品：Low-CTE与AI材料</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>核心趋势 (2025-08-17):</strong> AI算力升级带动PCB材料升级，电子布与电子级树脂成为瓶颈环节，需求确定性强。</li>
|
||
<li><strong>Low-CTE应用 (2025-08-24):</strong> 首次大规模应用于苹果iPhone 17及英伟达GB200系列。苹果认证供应商为红河、巨石、中材科技。单价约223元/米，良率较传统布下降约3%。</li>
|
||
<li><strong>高端布需求 (2025-08-17):</strong> 一代布价格30元/米，二代布120-130元/米，三代布(Q布) 250-260元/米。2025-2026年二代布将持续偏紧。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">行业格局与价格动态</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>价格调整 (2025-02-26):</strong> 2025年初，行业因成本压力集体提价，电子纱涨800元/吨，电子布涨0.3元/米。G75电子纱报价8500-9000元/吨，7628电子布涨至3.8-4.2元/米。</li>
|
||
<li><strong>供给格局 (2025-02-18):</strong> 电子纱总产能约120万吨。头部企业为中国巨石(30万吨)、泰山玻纤、国际复材。低介电产线投资成本远高于普通产线。</li>
|
||
<li><strong>国产替代 (2025-02-18):</strong> 低介电电子纱目前由日美主导。国内红河科技、泰山玻纤、国际复材等已取得突破，正加速国产化。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="research-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">价格趋势与供需格局</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>价格上涨 (2025-02-26):</strong> 2025年2月，多家企业对电子纱提价800元/吨，电子布提价0.3元/米，反映企业改善盈利的迫切诉求。</li>
|
||
<li><strong>供给稳定 (2025-02-26):</strong> 电子纱已连续两年半无新增产能点火，行业格局稳定。</li>
|
||
<li><strong>高端提价 (2025-10-14):</strong> 10月，龙头企业再次对G75电子纱和7628电子布提价。高端电子布市场仍呈供不应求格局。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="research-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-sky-300">AI驱动与技术迭代</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 text-slate-400">
|
||
<li><strong>AI需求催化 (2025-07-03):</strong> AI需求预期曲线抬升驱动低介电布产销紧俏。Meta上调AI基建资本开支，生益电子Q1净利增657%。</li>
|
||
<li><strong>技术迭代路径 (2025-07-03):</strong> 低介电布有明确升级路径：一代布(Dk 3.6-3.8) -> 二代布(Dk 3.3-3.6) -> 三代布/石英布(Dk<2.8)。Low-CTE布则专注于超低热膨胀。</li>
|
||
<li><strong>产能扩张 (2025-07-03):</strong> 林州光远、泰山玻纤、宏和科技等企业积极投资布局低介电、高性能玻纤纱布产能。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Table Section -->
|
||
<section id="stocks">
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h2 class="text-3xl font-bold mb-6 glow-text text-center">核心关联标的</h2>
|
||
|
||
<h3 class="font-semibold text-xl text-sky-300 mb-3">核心产业链公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">宏和科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603256" target="_blank" class="link link-hover link-primary">603256</a></td>
|
||
<td>公司在LowDK/CTE（低介电/低热膨胀系数）等高端领域布局；年产5040万米5G用高端电子级玻璃纤维布在2023年已全面投产；拟募投新增高性能玻纤纱年产能1254吨</td>
|
||
<td><div class="badge badge-accent">LowDK/CTE</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">国际复材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301526" target="_blank" class="link link-hover link-primary">301526</a></td>
|
||
<td>生产的LDK二代纱、布，实现介电性能双重突破；5G用低介电玻璃纤维已实现批量生产；成功开发了纤维直径可达3.7μm的超细纱</td>
|
||
<td><div class="badge badge-accent">LowDK/CTE</div> <div class="badge badge-info">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">中材科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002080" target="_blank" class="link link-hover link-primary">002080</a></td>
|
||
<td>全资子公司泰山玻纤为国内第一家第二代低介电产品批量供货商，计划建设年产3500万米特种玻纤布项目。产能A股第二，超140万吨。</td>
|
||
<td><div class="badge badge-accent">LowDK/CTE</div> <div class="badge badge-info">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">中国巨石</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600176" target="_blank" class="link link-hover link-primary">600176</a></td>
|
||
<td>推进第二代低介电电子纱及电子布的研发。产能全球第一，合计278.6万吨，电子布产能9.6亿米。</td>
|
||
<td><div class="badge badge-accent">LowDK/CTE</div> <div class="badge badge-info">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">山东玻纤</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=605006" target="_blank" class="link link-hover link-primary">605006</a></td>
|
||
<td>产能A股第四，设计产能63.4万吨</td>
|
||
<td><div class="badge badge-info">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">长海股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300196" target="_blank" class="link link-hover link-primary">300196</a></td>
|
||
<td>产能40万吨</td>
|
||
<td><div class="badge badge-info">玻纤纱</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">菲利华</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300395" target="_blank" class="link link-hover link-primary">300395</a></td>
|
||
<td>中益新材电子布项目稳步扩产</td>
|
||
<td><div class="badge badge-secondary">其他</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">金安国纪</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002636" target="_blank" class="link link-hover link-primary">002636</a></td>
|
||
<td>控股子公司金瑞电子，从事电子级玻璃纤维布的研产销</td>
|
||
<td><div class="badge badge-secondary">其他</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="divider my-8">近期市场异动分析</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>日期</th>
|
||
<th>涨幅</th>
|
||
<th>原因分析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">再升科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603601" target="_blank" class="link link-hover link-primary">603601</a></td>
|
||
<td>2025-08-15</td>
|
||
<td><span class="text-error font-bold">10.08%</span></td>
|
||
<td class="text-sm">公司将电子级玻璃纤维布作为战略业务，构建“玻纤棉→玻纤纱→电子布”产业链，并布局AI服务器材料领域。黄石基地5G用高端电子级玻璃纤维布项目已投产。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">九鼎新材</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002201" target="_blank" class="link link-hover link-primary">002201</a></td>
|
||
<td>2025-07-08</td>
|
||
<td><span class="text-error font-bold">10.05%</span></td>
|
||
<td class="text-sm">高端电子级玻纤（Low-Dk/Df）全球缺口，公司5μm-HTE纤维已通过生益、南亚认证。传闻改性石英纤维布（Q布）已通过斗山送样NV认证，切入GB系列供应链。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">钧崴电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301458" target="_blank" class="link link-hover link-primary">301458</a></td>
|
||
<td>2025-07-10</td>
|
||
<td><span class="text-error font-bold">6.33%</span></td>
|
||
<td class="text-sm">受益于电子布/玻璃纤维行业利好，特别是二代布和三代布(Q布)市场需求旺盛。同时作为英伟达GB300被动元件供应商，受AI芯片热潮带动。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
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|
||
|
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||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
}
|
||
}));
|
||
});
|
||
</script>
|
||
<div x-data="chartData"></div>
|
||
</body>
|
||
</html> |