525 lines
36 KiB
HTML
525 lines
36 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：苹果手机产业链</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=Inter:wght@300;400;500;600;700&family=Roboto+Mono:wght@400;500&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0a0910;
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background-image:
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radial-gradient(ellipse 40% 50% at 20% 15%, rgba(100, 130, 255, 0.15), transparent),
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radial-gradient(ellipse 30% 40% at 80% 85%, rgba(200, 100, 255, 0.15), transparent);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(20, 20, 40, 0.4);
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backdrop-filter: blur(16px);
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-webkit-backdrop-filter: blur(16px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 30, 50, 0.5);
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border: 1px solid rgba(255, 255, 255, 0.2);
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 768px) {
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.md\:col-span-4 { grid-column: span 4; }
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.md\:col-span-6 { grid-column: span 6; }
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.md\:col-span-8 { grid-column: span 8; }
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.md\:col-span-12 { grid-column: span 12; }
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.md\:row-span-1 { grid-row: span 1; }
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.md\:row-span-2 { grid-row: span 2; }
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}
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.fui-title {
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font-family: 'Roboto Mono', monospace;
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text-shadow: 0 0 5px rgba(100, 180, 255, 0.5), 0 0 10px rgba(100, 180, 255, 0.3);
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}
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.fui-header {
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font-family: 'Roboto Mono', monospace;
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letter-spacing: 0.1em;
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text-transform: uppercase;
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}
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.highlight-text {
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color: #82aaff;
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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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border-left: 2px solid rgba(255, 255, 255, 0.1);
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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;
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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: #82aaff;
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border: 3px solid #0a0910;
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box-shadow: 0 0 10px #82aaff;
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}
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details summary {
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cursor: pointer;
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list-style: none;
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outline: none;
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}
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details summary::-webkit-details-marker {
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display: none;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="container mx-auto max-w-7xl">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold fui-title text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-indigo-400 mb-2">
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苹果手机产业链
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</h1>
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<p class="text-lg text-gray-400 fui-header">AI Driven Hardware Revolution</p>
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</header>
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<!-- Insight Section -->
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<div x-data="{ activeTab: 'insight' }">
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<div role="tablist" class="tabs tabs-boxed bg-black/30 backdrop-blur-sm border border-white/10 mb-8">
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'insight' }" @click.prevent="activeTab = 'insight'">核心洞察 (Insight)</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'data' }" @click.prevent="activeTab = 'data'">关键数据摘要</a>
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</div>
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<div x-show="activeTab === 'insight'" x-transition>
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<!-- Core View & Concept Event -->
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<section class="mb-12 bento-grid">
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<div class="bento-item md:col-span-7 glass-card p-6 rounded-3xl">
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<h2 class="text-2xl font-bold mb-4 fui-header text-cyan-300">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-6 h-6 mr-2" 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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核心观点摘要
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</h2>
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<p class="text-gray-300 leading-relaxed">
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苹果手机产业链正站在一个由<span class="font-bold text-cyan-300">端侧AI战略驱动的、为期2-3年的硬件创新上行周期的起点</span>。当前市场正经历从iPhone 16的“预期预热”向iPhone 17的“实质性爆发”过渡的阶段。其核心驱动力是AI功能对<span class="font-bold highlight-text">算力、功耗、存储</span>等基础硬件的颠覆性需求，这将带来明确的结构性机遇，尤其是在<span class="font-semibold text-purple-300">散热、电池、内存和PCB</span>等环节。
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</p>
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</div>
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<div class="bento-item md:col-span-5 glass-card p-6 rounded-3xl">
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<h2 class="text-2xl font-bold mb-4 fui-header text-purple-300">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-6 h-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3" /></svg>
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概念事件：AI引发的硬件重构
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</h2>
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<p class="text-gray-300 text-sm">
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核心催化剂是苹果发布的<strong class="text-white">“Apple Intelligence”</strong>端侧AI系统。该系统通过端云协同的混合模型，意图在保护用户隐私的前提下，实现跨应用的智能操作与深度个人化体验。这一战略性转型不仅为软件生态带来变革，更直接对硬件提出了刚性要求，从而启动了<strong class="text-white">新一轮的硬件创新周期</strong>。
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</p>
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</div>
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</section>
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<!-- Core Logic & Market Analysis -->
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<section class="mb-12 glass-card p-6 rounded-3xl">
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<h2 class="text-3xl font-bold mb-6 text-center fui-header">核心逻辑与市场认知分析</h2>
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<div class="bento-grid">
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<div class="bento-item md:col-span-8 glass-card p-6 rounded-2xl border-l-4 border-cyan-400">
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<h3 class="text-xl font-semibold mb-3 text-cyan-300 fui-header">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-5 h-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M11.49 3.17c-.38-1.56-2.6-1.56-2.98 0L7.18 7.98a1 1 0 00.75 1.35l4.9.7a1 1 0 001.35-.75l1.32-4.78zm-7.86 9.34c-1.56.38-1.56 2.6 0 2.98l4.78 1.32a1 1 0 001.35-.75l.7-4.9a1 1 0 00-.75-1.35l-4.78-1.32z" clip-rule="evenodd" /></svg>
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核心驱动力: AI驱动的硬件重构 (Hardware for AI)
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</h3>
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<p class="text-gray-300 mb-4">强大的端侧AI功能不再是锦上添花，而是需要底层硬件全面升级才能实现的“刚需”。Apple Intelligence的端侧模型（<span class="highlight-text">30亿参数</span>）需要强大的NPU算力（A17 Pro约<span class="highlight-text">30 TOPS</span>）和充足的内存（<span class="highlight-text">8GB为门槛</span>）。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm">
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<div class="bg-black/20 p-3 rounded-lg"><strong>算力需求 → 芯片升级:</strong> iPhone 17有望采用2纳米制程。</div>
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<div class="bg-black/20 p-3 rounded-lg"><strong>功耗增加 → 散热革命:</strong> iPhone 17将引入VC均热板+石墨烯。</div>
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<div class="bg-black/20 p-3 rounded-lg"><strong>续航挑战 → 电池革新:</strong> 引入钢壳电芯，价值量从40元提升至70元。</div>
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<div class="bg-black/20 p-3 rounded-lg"><strong>数据处理 → PCB/内存升级:</strong> iPhone 17 Pro内存或升至12GB。</div>
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</div>
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</div>
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<div class="bento-item md:col-span-4 glass-card p-6 rounded-2xl border-l-4 border-purple-400">
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<h3 class="text-xl font-semibold mb-3 text-purple-300 fui-header">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-5 h-5 mr-2" 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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市场热度与情绪
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</h3>
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<p class="text-gray-300">市场情绪极为乐观，机构<strong class="text-white">密集调研超30家</strong>产业链公司。普遍认为“苹果产业链正处于最好的底部配置窗口”。当前市场定价焦点已越过iPhone 16，直接锚定<strong class="text-white">2025年的iPhone 17</strong>和<strong class="text-white">2026年的折叠屏手机</strong>。</p>
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</div>
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<div class="bento-item md:col-span-12 glass-card p-6 rounded-2xl border-l-4 border-amber-400">
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<h3 class="text-xl font-semibold mb-3 text-amber-300 fui-header">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-5 h-5 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 6h16M4 12h16m-7 6h7" /></svg>
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预期差分析: 短期颠簸与结构分化
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</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-white">短期与长期的预期差:</strong> 市场对iPhone 17宏大叙事乐观，但可能忽略iPhone 16的结构性分化，新闻明确指出“基础机型合计砍单400万台”，对依赖基础款的供应商构成短期压力。</li>
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<li><strong class="text-white">“明星”与“隐形冠军”的预期差:</strong> 市场关注平台巨头，但真正弹性可能来自“0到1”突破环节，如<span class="highlight-text">电池钢壳电芯</span> (珠海冠宇)、<span class="highlight-text">VC散热方案</span> (瑞声科技) 及折叠屏催生的<span class="highlight-text">液态金属铰链</span> (宜安科技)，这些是市场可能未充分定价的环节。</li>
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<li><strong class="text-white">iPhone SE4的潜在预期差:</strong> 2025年H1推出的SE4支持AI模型并配备8GB内存，是一款“AI普及机型”，超2000万台的销量预期可能成为驱动部分中低端供应链商业绩超预期的重要力量。</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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<!-- Future Path -->
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<section class="mb-12 glass-card p-8 rounded-3xl">
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<h2 class="text-3xl font-bold mb-8 text-center fui-header">关键催化剂与未来发展路径</h2>
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<div class="timeline">
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<div class="timeline-item">
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<h4 class="text-xl font-bold text-cyan-300 mb-1">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside text-gray-300 space-y-1">
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<li><strong>iPhone 16 Pro销量数据:</strong> 对“AI能否驱动换机”的第一次市场验证。</li>
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<li><strong>10月中旬供应链排产修正:</strong> 最直接、最硬核的行业景气度观察指标。</li>
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<li><strong>安卓阵营AI手机发布:</strong> 催化整个AI手机赛道热度，形成板块共振。</li>
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</ul>
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</div>
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<div class="timeline-item">
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<h4 class="text-xl font-bold text-cyan-300 mb-1">AI手机渗透阶段 (2024-2025)</h4>
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<p class="text-gray-300">以iPhone 16 Pro为起点，iPhone 17为引爆点，实现AI手机快速渗透。IDC预测2027年AI手机出货量将达 <span class="font-bold text-white">8.27亿台</span>。</p>
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</div>
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<div class="timeline-item">
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<h4 class="text-xl font-bold text-cyan-300 mb-1">新形态探索阶段 (2026-2027)</h4>
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<p class="text-gray-300">苹果发布<span class="font-bold text-white">首款折叠屏手机</span>，标志着产业链进入“形态创新”和“材料创新”双轮驱动阶段。铰链、柔性屏、特种材料价值凸显。</p>
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</div>
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<div class="timeline-item">
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<h4 class="text-xl font-bold text-cyan-300 mb-1">生态融合阶段 (2027年以后)</h4>
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<p class="text-gray-300">AI能力从手机延伸至<span class="font-bold text-white">AI眼镜、MR、机器人</span>等更广泛的智能终端，产业链公司打开第二增长曲线。</p>
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</div>
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</div>
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</section>
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<!-- BOM Cost Chart -->
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<section class="mb-12 glass-card p-6 rounded-3xl">
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<h2 class="text-2xl font-bold mb-4 text-center fui-header">iPhone关键组件BOM成本演变</h2>
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<div id="bom-chart" class="w-full h-96"></div>
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</section>
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<!-- Risks & Conclusion -->
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<section class="bento-grid mb-12">
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<div class="bento-item md:col-span-6 glass-card p-6 rounded-3xl">
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<h2 class="text-2xl font-bold mb-4 fui-header text-red-400">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-6 h-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><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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潜在风险与挑战
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</h2>
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<ul class="space-y-2 list-disc list-inside text-gray-300 text-sm">
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<li><strong class="text-white">技术风险:</strong> 端侧AI体验不及预期；折叠屏技术瓶颈（折痕、轻薄化）未能解决。</li>
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<li><strong class="text-white">商业化风险:</strong> 硬件升级推高BOM成本，过高售价可能抑制全球需求。</li>
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<li><strong class="text-white">政策与竞争风险:</strong> 供应链向印度转移（目标2025年占20%）对国内份额构成威胁；安卓阵营激烈竞争。</li>
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<li><strong class="text-white">信息交叉验证风险:</strong> 出货量、发布时间等预测存在细微差异和动态变化，需警惕不及预期的风险。</li>
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</ul>
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</div>
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<div class="bento-item md:col-span-6 glass-card p-6 rounded-3xl">
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<h2 class="text-2xl font-bold mb-4 fui-header text-green-400">
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<svg xmlns="http://www.w3.org/2000/svg" class="inline-block w-6 h-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9.663 17h4.673M12 3v1m6.364 1.636l-.707.707M21 12h-1M4 12H3m3.343-5.657l-.707-.707m2.828 9.9a5 5 0 117.072 0l-.548.547A3.374 3.374 0 0014 18.469V19a2 2 0 11-4 0v-.531c0-.895-.356-1.754-.988-2.386l-.548-.547z" /></svg>
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综合结论与投资启示
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</h2>
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<p class="text-gray-300 mb-4 text-sm">产业链已明确进入由AI驱动的<strong class="text-white">新一轮基本面驱动的上行周期</strong>，当前是早期定价阶段。</p>
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<p class="font-semibold text-gray-200 mb-2">最具投资价值的细分环节:</p>
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<ul class="space-y-2 list-disc list-inside text-gray-300 text-sm">
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<li><strong>“0到1”的增量环节:</strong> <span class="highlight-text">散热系统(VC)、电池技术(钢壳电芯)</span>、折叠屏核心铰链与柔性材料。</li>
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<li><strong>“价量齐升”的瓶颈环节:</strong> 高性能<span class="highlight-text">PCB/FPC软板</span>和<span class="highlight-text">内存</span>。</li>
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<li><strong>份额提升的平台型龙头:</strong> 如<span class="highlight-text">立讯精密</span>，享受“行业增长+份额提升”双重红利。</li>
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</ul>
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</div>
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</section>
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</div>
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<div x-show="activeTab === 'data'" x-transition>
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<div class="space-y-8" x-data="{ open: null }">
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<div class="glass-card rounded-3xl p-6">
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<h3 class="text-xl font-bold mb-4 fui-header text-cyan-300 cursor-pointer" @click="open = open === 1 ? null : 1">
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<span class="mr-2" x-text="open === 1 ? '[-]' : '[+]'"></span>销量与出货量预期
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</h3>
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||
<div x-show="open === 1" x-collapse>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li>苹果全年指引约<span class="font-bold text-white">2.3亿</span>，与去年持平。</li>
|
||
<li>iPhone 16年底前备货约<span class="font-bold text-white">8400万台</span>。新机出货上修至<span class="font-bold text-white">9600-9800万台</span>。</li>
|
||
<li>订单动态：高阶机型无砍单，基础机型合计砍单<span class="font-bold text-white">400万台</span>。Pro机型强于基础款。</li>
|
||
<li>未来排产：25Q1/Q2手机排产<span class="font-bold text-white">53M/43.5M</span>，同比增长。SE4预期<span class="font-bold text-white">20-23M</span>，iPhone 17预期<span class="font-bold text-white">92M</span>。</li>
|
||
<li>国补政策：iPhone 16/15部分机型可享受<span class="font-bold text-white">500元</span>国补，有利于挽救基础款销售颓势。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="text-xl font-bold mb-4 fui-header text-cyan-300 cursor-pointer" @click="open = open === 2 ? null : 2">
|
||
<span class="mr-2" x-text="open === 2 ? '[-]' : '[+]'"></span>未来产品规划与技术趋势
|
||
</h3>
|
||
<div x-show="open === 2" x-collapse>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div><strong class="text-white">折叠屏手机 (2026 H2):</strong> 搭载ATL独家供应<span class="font-bold">硅碳负极电池(>5000mAh)</span>。核心增量为铰链和柔性屏。</div>
|
||
<div><strong class="text-white">AI手机:</strong> 端侧大模型对芯片、内存(8GB门槛)、散热、电池提出更高要求，带动硬件升级。</div>
|
||
<div><strong class="text-white">散热方案升级 (iPhone 17):</strong> 增加散热器件，搭载<span class="font-bold">VC均热板及石墨烯技术</span>，成本或增长50%以上。</div>
|
||
<div><strong class="text-white">电池技术 (iPhone 17):</strong> 采用<span class="font-bold">钢壳电芯</span>替代软包方案，单颗价值从40元提升至70元。</div>
|
||
<div><strong class="text-white">内存升级 (iPhone 17):</strong> Pro系列或搭载<span class="font-bold">12GB内存</span>。</div>
|
||
<div><strong class="text-white">无端口手机 (iPhone 17 Air):</strong> 或为首款无端口手机，厚度仅5.5mm，仅支持无线充电。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock List -->
|
||
<section class="mt-16">
|
||
<h2 class="text-3xl font-bold mb-6 text-center fui-header">核心产业链公司图谱</h2>
|
||
<div class="glass-card rounded-3xl p-4 sm:p-6">
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="fui-header text-base text-gray-300">
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>产业链环节</th>
|
||
<th>其他标签</th>
|
||
<th>股票代码</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Stock data will be injected here by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="mt-16">
|
||
<h2 class="text-3xl font-bold mb-6 text-center fui-header">相关个股异动归因分析</h2>
|
||
<div class="space-y-4">
|
||
<!-- Rise analysis data will be injected here by script -->
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center mt-16 text-xs text-gray-500">
|
||
<p>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</p>
|
||
<p>本报告为AI合成数据，投资需谨慎。</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.plugin(collapse)
|
||
})
|
||
|
||
const stockData = {
|
||
"苹果手机产业链(240612)": [
|
||
{ "stock": "工业富联", "reason": "组装代工", "stock_code": "601138" },
|
||
{ "stock": "比亚迪", "reason": "组装代工", "stock_code": "002594" },
|
||
{ "stock": "立讯精密", "reason": "组装代工", "stock_code": "002475" },
|
||
{ "stock": "歌尔股份", "reason": "组装代工", "stock_code": "002241" },
|
||
{ "stock": "瑞声科技", "reason": "声学器件" },
|
||
{ "stock": "歌尔股份", "reason": "声学器件", "stock_code": "002241" },
|
||
{ "stock": "共达电声", "reason": "声学器件", "stock_code": "002655" },
|
||
{ "stock": "水晶光电", "reason": "光学器件", "stock_code": "002273" },
|
||
{ "stock": "蓝特光学", "reason": "光学器件", "stock_code": "688127" },
|
||
{ "stock": "舜宇光学", "reason": "光学器件" },
|
||
{ "stock": "大族激光", "reason": "光学器件", "stock_code": "002008" },
|
||
{ "stock": "华工科技", "reason": "光学器件", "stock_code": "000988" },
|
||
{ "stock": "海目星", "reason": "光学器件", "stock_code": "688559" },
|
||
{ "stock": "信维通信", "reason": "射频天线", "stock_code": "300136" },
|
||
{ "stock": "鹏鼎股份", "reason": "PCB" },
|
||
{ "stock": "东山精密", "reason": "PCB", "stock_code": "002384" },
|
||
{ "stock": "深南电路", "reason": "PCB", "stock_code": "002916" },
|
||
{ "stock": "超声电子", "reason": "PCB", "stock_code": "000823" },
|
||
{ "stock": "蓝思科技", "reason": "玻璃盖板", "其他标签": "屏幕", "stock_code": "300433" },
|
||
{ "stock": "京东方", "reason": "面板", "其他标签": "屏幕" },
|
||
{ "stock": "深天马", "reason": "面板", "其他标签": "屏幕" },
|
||
{ "stock": "长信科技", "reason": "面板", "其他标签": "屏幕", "stock_code": "300088" },
|
||
{ "stock": "瑞声科技", "reason": "摄像头" },
|
||
{ "stock": "歌尔股份", "reason": "摄像头", "stock_code": "002241" },
|
||
{ "stock": "兆易创新", "reason": "芯片", "stock_code": "603986" },
|
||
{ "stock": "环旭电子", "reason": "芯片", "stock_code": "601231" },
|
||
{ "stock": "长电科技", "reason": "芯片", "stock_code": "600584" },
|
||
{ "stock": "晶方科技", "reason": "芯片", "stock_code": "603005" },
|
||
{ "stock": "闻泰科技", "reason": "芯片", "stock_code": "600745" },
|
||
{ "stock": "领益智造", "reason": "结构件", "其他标签": "机身", "stock_code": "002600" },
|
||
{ "stock": "安洁科技", "reason": "结构件", "其他标签": "机身", "stock_code": "002635" },
|
||
{ "stock": "东睦股份", "reason": "结构件", "其他标签": "机身", "stock_code": "600114" },
|
||
{ "stock": "捷邦科技", "reason": "结构件", "其他标签": "机身", "stock_code": "301326" },
|
||
{ "stock": "科森科技", "reason": "结构件", "其他标签": "机身", "stock_code": "603626" },
|
||
{ "stock": "精研科技", "reason": "结构件", "其他标签": "机身", "stock_code": "300709" },
|
||
{ "stock": "达瑞电子", "reason": "结构件", "其他标签": "机身", "stock_code": "300976" },
|
||
{ "stock": "福立旺", "reason": "结构件", "其他标签": "机身", "stock_code": "688678" },
|
||
{ "stock": "长盈精密", "reason": "结构件", "其他标签": "机身", "stock_code": "300115" },
|
||
{ "stock": "胜利精密", "reason": "结构件", "其他标签": "机身", "stock_code": "002426" },
|
||
{ "stock": "中石科技", "reason": "散热", "其他标签": "机身", "stock_code": "300684" },
|
||
{ "stock": "德赛西威", "reason": "电池", "stock_code": "002920" },
|
||
{ "stock": "欣旺达", "reason": "电池", "stock_code": "300207" },
|
||
{ "stock": "中石科技", "reason": "材料包装", "stock_code": "300684" },
|
||
{ "stock": "隆扬电子", "reason": "材料包装", "stock_code": "301389" },
|
||
{ "stock": "新纶新材", "reason": "材料包装" },
|
||
{ "stock": "裕同科技", "reason": "材料包装", "stock_code": "002831" },
|
||
{ "stock": "世华科技", "reason": "材料包装", "stock_code": "688093" },
|
||
{ "stock": "松井股份", "reason": "材料包装", "stock_code": "688157" },
|
||
{ "stock": "奥飞数据", "reason": "算力服务 (百度合作)", "stock_code": "300738" },
|
||
{ "stock": "依米康", "reason": "算力服务 (百度温控)", "stock_code": "300249" }
|
||
]
|
||
};
|
||
|
||
const riseAnalysisData = [
|
||
{ "stock": "奥普特", "stock_code": "688686", "rise_rate": 12.44, "trade_date": "2025-08-28", "reason": "核心驱动为苹果发布会催化及机构关注度提升，天风机械报告强调3C设备创新大周期，公司融资余额创历史新高，多重因素共振推动股价上涨。" },
|
||
{ "stock": "日海智能", "stock_code": "002313", "rise_rate": 10.01, "trade_date": "2025-09-10", "reason": "核心逻辑为iPhone17国行取消实体卡槽，全面转向eSIM。公司手握移动1.2亿颗晶圆级eSIM独家大单且已量产，基本面扭亏路径清晰，资金提前抢位。" },
|
||
{ "stock": "朝阳科技", "stock_code": "002981", "rise_rate": 10.01, "trade_date": "2025-08-07", "reason": "苹果宣布6000亿美元美国投资计划点燃板块情绪，公司作为核心声学供应商，获18亿美元iPhone 17声学模组产能锁定订单，基本面与消息面共振。" },
|
||
{ "stock": "汇顶科技", "stock_code": "603160", "rise_rate": 10.0, "trade_date": "2025-10-24", "reason": "“大基金二期溢价入股 + 苹果OLED触控芯片重新验证通过 + 华为Mate70独供屏下指纹”三大利好同日释放，形成确定性业绩弹性预期，触发抢筹。" },
|
||
{ "stock": "宜安科技", "stock_code": "300328", "rise_rate": 9.33, "trade_date": "2025-07-03", "reason": "天风电子报告明确将公司列为苹果折叠屏铰链液态金属供应商，叠加公司对液态金属业务增资，与果链整体上涨共振，推动股价大涨。" },
|
||
{ "stock": "苏州天脉", "stock_code": "301626", "rise_rate": 5.26, "trade_date": "2025-06-23", "reason": "市场预期下一代iPhone部分机型可能采用VC均热板散热方案，公司作为VC领域主要供应商之一，被部分机构视为有潜力进入苹果供应链。" },
|
||
{ "stock": "统联精密", "stock_code": "688210", "rise_rate": 7.27, "trade_date": "2025-10-21", "reason": "卖方研究报告明确将其纳入苹果折叠屏手机核心供应链，定位为高价值的MIM铰链/精密结构件关键供应商，引发主题催化，叠加板块强势，引爆股价。" },
|
||
{ "stock": "东尼电子", "stock_code": "603595", "rise_rate": 9.99, "trade_date": "2025-08-29", "reason": "9月苹果与华为双旗舰备货启动，公司作为钛合金中框与折叠屏极细合金线材双料供应商，叠加小市值滞涨，资金集中抢筹补涨。" },
|
||
{ "stock": "鹏鼎控股", "stock_code": "002938", "rise_rate": 10.0, "trade_date": "2025-09-11", "reason": "iPhone17主板进入峰值拉货期，公司作为苹果SLP类载板全球第一大供应商(市占率60%+)，SLP板提价18%且产能利用率跳升，盈利弹性与估值修复共振。" },
|
||
{ "stock": "朗特智能", "stock_code": "300916", "rise_rate": 19.99, "trade_date": "2025-08-05", "reason": "iPhone17备货上修，且苹果首次将AI Edge模组订单转向大陆，公司作为已切入AI模组小批量供应的稀缺标的，被资金集中抢筹。" },
|
||
{ "stock": "杰普特", "stock_code": "688025", "rise_rate": 9.42, "trade_date": "2025-09-05", "reason": "被多家机构列为苹果折叠屏产业链的核心弹性标的（Face ID检测设备），受益于折叠屏备货量超预期及苹果长期硬件创新逻辑。" }
|
||
];
|
||
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
const tableBody = document.querySelector('table tbody');
|
||
stockData["苹果手机产业链(240612)"].forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.className = 'hover:bg-gray-700/50';
|
||
|
||
const stockCell = document.createElement('td');
|
||
stockCell.textContent = stock.stock;
|
||
stockCell.className = 'font-semibold text-white';
|
||
|
||
const reasonCell = document.createElement('td');
|
||
reasonCell.textContent = stock.reason;
|
||
|
||
const tagCell = document.createElement('td');
|
||
tagCell.innerHTML = stock['其他标签'] ? `<span class="badge badge-info badge-outline">${stock['其他标签']}</span>` : '—';
|
||
|
||
const codeCell = document.createElement('td');
|
||
if (stock.stock_code) {
|
||
const link = document.createElement('a');
|
||
link.href = `https://valuefrontier.cn/company?scode=${stock.stock_code}`;
|
||
link.textContent = stock.stock_code;
|
||
link.target = '_blank';
|
||
link.className = 'text-cyan-400 hover:underline font-mono';
|
||
codeCell.appendChild(link);
|
||
} else {
|
||
codeCell.textContent = '—';
|
||
}
|
||
|
||
row.appendChild(stockCell);
|
||
row.appendChild(reasonCell);
|
||
row.appendChild(tagCell);
|
||
row.appendChild(codeCell);
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
const analysisContainer = document.querySelector('.space-y-4');
|
||
riseAnalysisData.forEach(item => {
|
||
const card = `
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<details>
|
||
<summary class="flex justify-between items-center">
|
||
<div>
|
||
<h4 class="text-lg font-bold text-white">${item.stock} <span class="font-mono text-sm text-gray-400">(${item.stock_code})</span></h4>
|
||
<p class="text-sm text-gray-400">${item.trade_date}</p>
|
||
</div>
|
||
<div class="text-right">
|
||
<span class="text-xl font-bold ${item.rise_rate > 0 ? 'text-green-400' : 'text-red-400'}">${item.rise_rate > 0 ? '+' : ''}${item.rise_rate}%</span>
|
||
<p class="text-xs text-gray-500">点击展开归因</p>
|
||
</div>
|
||
</summary>
|
||
<div class="divider mt-4 mb-2"></div>
|
||
<div class="mt-4 text-gray-300 leading-relaxed text-sm">
|
||
${item.reason.replace(/\n/g, '<br>')}
|
||
</div>
|
||
</details>
|
||
</div>
|
||
`;
|
||
analysisContainer.innerHTML += card;
|
||
});
|
||
|
||
// ECharts
|
||
const chartDom = document.getElementById('bom-chart');
|
||
const myChart = echarts.init(chartDom);
|
||
const option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: { type: 'shadow' },
|
||
backgroundColor: 'rgba(20, 20, 40, 0.8)',
|
||
borderColor: 'rgba(255, 255, 255, 0.2)',
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
legend: {
|
||
data: ['处理器', '摄像头模组', '屏幕'],
|
||
textStyle: { color: '#e0e0e0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['早期iPhone', '近期iPhone'],
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#e0e0e0' }
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '成本 (美元)',
|
||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.3)' } },
|
||
axisLabel: { color: '#e0e0e0' },
|
||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||
},
|
||
series: [
|
||
{
|
||
name: '处理器',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: { show: true, position: 'inside', formatter: '${c}' },
|
||
emphasis: { focus: 'series' },
|
||
data: [22, 140],
|
||
itemStyle: { color: '#82aaff' }
|
||
},
|
||
{
|
||
name: '摄像头模组',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: { show: true, position: 'inside', formatter: '${c}' },
|
||
emphasis: { focus: 'series' },
|
||
data: [22.5, 110],
|
||
itemStyle: { color: '#c792ea' }
|
||
},
|
||
{
|
||
name: '屏幕',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: { show: true, position: 'inside', formatter: '${c}' },
|
||
emphasis: { focus: 'series' },
|
||
data: [52.5, 115],
|
||
itemStyle: { color: '#7fdbca' }
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', () => myChart.resize());
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |