628 lines
39 KiB
HTML
628 lines
39 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>深度研究报告：面板</title>
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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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@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: #0c0a15;
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background-image:
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radial-gradient(ellipse 40% 50% at 20% 20%, rgba(100, 116, 225, 0.15), transparent),
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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-8 mb-8">
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<h1 class="text-5xl md:text-7xl font-bold glow-text tracking-wider">面板</h1>
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<h2 class="text-2xl md:text-3xl font-light text-indigo-300 mt-2">Panel Industry Deep Dive</h2>
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<p class="mt-6 text-sm text-gray-400 max-w-4xl mx-auto">
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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。
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</p>
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</header>
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<!-- Core Insight Section -->
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<section id="insight" class="mb-16">
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<div class="glass-card rounded-3xl p-6 md:p-8 bento-item-large">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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面板行业已从过去高弹性、无序竞争的“强周期”属性，进化为一个由中国大陆厂商主导、供给端具备高度纪律性的“弱周期”成长行业。其核心驱动力已从单纯的需求波动，转变为<strong class="text-white">“供给侧寡头控产”与“需求侧大尺寸化”</strong>双轮驱动的结构性逻辑。未来，LCD板块的盈利稳定性将显著增强，而OLED板块则进入国产替代加速和应用场景（IT、车载）拓展的关键阶段。
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</p>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mt-6">
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<!-- Concept Event -->
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<div class="glass-card rounded-3xl p-6 md:p-8 lg:col-span-2">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">概念事件：从价格战到有序竞争</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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</div>
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<div class="timeline-end timeline-box glass-card border-none mb-4 prose-custom">
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<time class="font-mono italic">2024 H1-Q3</time>
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<div class="text-lg font-black">格局重塑与预期酝酿</div>
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韩国厂商基本退出大尺寸LCD，日本夏普停产。中国大陆厂商全球产能占比达78%，形成事实寡头。市场开始预期新一轮涨价周期。
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</div>
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<hr class="bg-indigo-400"/>
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</li>
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<li>
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<hr class="bg-indigo-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end timeline-box glass-card border-none mb-4 prose-custom">
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<time class="font-mono italic">2024 Q4</time>
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<div class="text-lg font-black">需求催化与涨价启动</div>
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中国“以旧换新”政策刺激，国内电视厂采购需求同比+35%。TV面板价格在12月出现止跌信号，大尺寸率先上涨。
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</div>
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<hr class="bg-indigo-400"/>
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</li>
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<li>
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<hr class="bg-indigo-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card border-none mb-4 prose-custom">
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<time class="font-mono italic">2025 Q1-Q2</time>
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<div class="text-lg font-black">涨价周期确立与供需偏紧</div>
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TV面板价格进入普涨通道，每月环比上涨1-3美元。供给端受地震、上游材料紧张等因素扰动，面板厂“按需定产”策略验证成功。
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</div>
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<hr class="bg-indigo-400"/>
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</li>
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<li>
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<hr class="bg-indigo-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end timeline-box glass-card border-none mb-4 prose-custom">
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<time class="font-mono italic">2025 H2</time>
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<div class="text-lg font-black">周期波动与分化</div>
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TV面板价格在Q4进入“普降通道”。同时，OLED迎来结构性机会，苹果全系采用LTPO驱动行业升级。12月市场预期价格将止跌企稳。
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</div>
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<hr class="bg-indigo-400"/>
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</li>
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<li>
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<hr class="bg-indigo-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-indigo-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card border-none prose-custom">
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<time class="font-mono italic">展望 2026 Q1</time>
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<div class="text-lg font-black">新一轮备货周期</div>
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市场普遍预期，春节厂商岁修控制供给，叠加世界杯备货需求启动，Q1面板价格大概率再次进入上涨通道。
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</div>
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</li>
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</ul>
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</div>
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<!-- Logic & Drivers -->
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<div class="flex flex-col gap-6">
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<div class="glass-card rounded-3xl p-6 md:p-8 flex-1">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">核心逻辑与驱动力</h3>
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<div class="space-y-4 prose-custom">
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<p><strong>供给格局变革:</strong> 全球LCD产能向中国大陆高度集中，日韩厂商永久性出清，大陆龙头掌握“总阀门”，通过“按需定产”维持价格稳定。</p>
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<p><strong>需求大尺寸化:</strong> 电视平均尺寸持续增长，有效消耗产能。超大尺寸(85”+)出货量高速增长，抬高供需平衡中枢。</p>
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<p><strong>技术迭代拓展:</strong> LCD内部升级(MiniLED)延长生命周期，OLED加速向中尺寸(IT)和车载渗透，折叠屏创造新市场。</p>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8 flex-1">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">预期差分析</h3>
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<div class="space-y-3 prose-custom">
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<p><strong>弱周期 ≠ 无周期:</strong> 市场可能将“盈利韧性增强”误读为“价格只涨不跌”，忽视短期需求波动带来的正常价格回调风险。</p>
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<p><strong>OLED增收不增利风险:</strong> 市场过度关注OLED出货量增长，但国产OLED良率(75%)与韩系(85%)的差距可能导致其盈利能力远不及预期。</p>
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<p><strong>上游材料瓶颈:</strong> 市场焦点多在面板厂，可能忽略偏光片、玻璃基板的潜在供应紧张，下一轮涨价可能由成本推动，考验成本转嫁能力。</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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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mt-6">
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<div class="glass-card rounded-3xl p-6 md:p-8">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">关键催化剂</h3>
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<ul class="list-disc list-inside space-y-3 prose-custom">
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<li><strong>近期(3-6月):</strong> 2026 Q1价格上涨兑现；“以旧换新”政策延续；上游材料涨价函。</li>
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<li><strong>长期路径:</strong> LCD业务折旧到期，利润释放；8.6代OLED产线投产，进军IT市场；Micro LED技术突破。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 md:p-8 lg:col-span-2">
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<h3 class="text-2xl font-bold text-violet-300 mb-4">潜在风险与挑战</h3>
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<div class="grid grid-cols-1 sm:grid-cols-2 gap-4 prose-custom">
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<div>
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<strong class="text-rose-300">技术风险:</strong>
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<ul class="list-disc list-inside ml-2">
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<li>国产OLED良率瓶颈</li>
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<li>Micro LED商业化不确定性</li>
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</ul>
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</div>
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<div>
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<strong class="text-rose-300">商业化风险:</strong>
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<ul class="list-disc list-inside ml-2">
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<li>终端需求持续疲软</li>
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<li>上游成本传导不畅</li>
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</ul>
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</div>
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<div>
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<strong class="text-rose-300">政策与竞争风险:</strong>
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<ul class="list-disc list-inside ml-2">
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<li>供给端控产联盟瓦解</li>
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<li>关税与贸易摩擦</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Price Chart Section -->
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<section class="mb-16">
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<h2 class="section-title">面板价格走势</h2>
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<div class="glass-card rounded-3xl p-4 sm:p-6">
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<div id="price-chart" style="width: 100%; height: 500px;"></div>
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</div>
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</section>
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<!-- Data Deep Dive Section -->
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<section id="data-deep-dive" class="mb-16">
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<h2 class="section-title">数据深度挖掘</h2>
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<div x-data="{ tab: 'news' }" class="glass-card rounded-3xl p-4 sm:p-6">
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<div class="tabs tabs-boxed bg-black/20 mb-6">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报精华</a>
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</div>
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<div x-show="tab === 'news'" class="space-y-4">
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="news-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-indigo-300">电视面板 (TV Panel)</div>
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<div class="collapse-content prose prose-custom max-w-none">
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<p><strong>价格趋势：</strong>行业在2024年底出现止跌企稳信号，进入2025年Q1-Q2迎来普涨，每月上涨1-3美元。涨价主要受“以旧换新”政策、海外备货及供给端“按需定产”策略驱动。2025年4月后价格趋于平稳，至Q4需求走弱，11月进入普降通道。市场普遍预期2026年Q1因世界杯备货将再次上涨。</p>
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<p><strong>出货与尺寸：</strong>大尺寸化趋势显著，2024上半年平均尺寸达51.3英寸。Omdia预计2024年中国大陆厂商推动的85英寸及以上面板出货量同比增长35%。</p>
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<p><strong>供需分析：</strong>供给端“按需定产”策略成为常态，产业链库存健康。需求端受政策刺激影响较大，24Q4国内电视国补效果积极，头部电视厂采购需求同比+35%。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">显示器与笔记本面板 (MNT & NB)</div>
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<div class="collapse-content prose prose-custom max-w-none">
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<p><strong>MNT面板：</strong>价格在2025年3月受TV产能挤压开始微涨，4月延续涨势。至9月价格持平，11月后保持稳定，但面板厂有提价意愿。</p>
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<p><strong>NB面板：</strong>价格长期保持稳定，显示出极强的供需平衡。TrendForce数据显示从2024年10月至2025年9月，主流尺寸价格几乎没有变化。表明厂商控产策略在NB领域执行得更为彻底。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">手机面板 (OLED)</div>
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<div class="collapse-content prose prose-custom max-w-none">
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<p><strong>整体趋势：</strong>OLED面板价格在2024年后触底回升。核心逻辑是AI拉动新一轮换机周期，而新增OLED产能有限，供需关系反转。2025年H2苹果全系采用LTPO面板将驱动行业结构性升级，利好OLED供需及盈利能力。</p>
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<p><strong>价格动态：</strong>a-Si LCD面板需求旺盛，2025年4月开始调涨。柔性AMOLED在苹果新机需求带动下回升，但国产品牌高端机备货动能不足，价格以平稳为主。</p>
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</div>
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</div>
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<div class="collapse collapse-plus glass-card">
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<input type="radio" name="news-accordion" />
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<div class="collapse-title text-xl font-medium text-indigo-300">行业综合分析</div>
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<div class="collapse-content prose prose-custom max-w-none">
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<p><strong>竞争格局：</strong>大陆三家厂商（京东方、TCL、惠科）产能占比近70%，竞争格局良好，控产保价策略成为共识，行业周期性减弱。</p>
|
||
<p><strong>长期趋势：</strong>长期看好LCD需求大尺寸化和供给优化逻辑；OLED看好折叠屏/高端化+国产化趋势。成本端国产化降本、折旧逐步退出，将加速头部面板厂利润释放。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'roadshow'" class="space-y-2">
|
||
<!-- Roadshow content here, using collapse for each date -->
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">2025-01-21 & 26: 需求强劲，供给扰动</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>需求端：</strong>24Q4中国电视厂需求强劲(采购量同比+35%)，主因“以旧换新”政策。25Q1需求延续，大尺寸(65/75寸)产线满产。</p>
|
||
<p><strong>供给端：</strong>面板厂Q4稼动率回升至81-82%。台湾地震导致群创1月减产43万片TV面板，加剧短期供给紧张。上游偏光片供给收缩，Q2可能短缺。</p>
|
||
<p><strong>价格预期：</strong>25年2月价格可能超预期上涨，大尺寸涨3-5美元。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">2024-09-14: 行业格局已定，龙头优势凸显</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>行业格局：</strong>LCD行业进入底部向上周期。韩厂全面退出大尺寸LCD，日厂停产，中国大尺寸LCD产能占比达78%。</p>
|
||
<p><strong>京东方：</strong>2023年LCD出货量7800万平米，全球市占率超28%。OLED目标2024年出货1.6亿片。折旧压力是关键，2025-2026年年折旧额将减少约100亿元。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">2024-01-07 & 02-17: 供给侧改革，联合控产</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>价格逻辑：</strong>24年2月起涨价，主因供给端大陆三大厂联合控产，稼动率降至50%历史低位。需求端有奥运备货。大陆厂商联合控制产能，避免价格战，优先保盈利。</p>
|
||
<p><strong>手机OLED：</strong>华为激进规划（70%采用柔性OLED）带动需求，挤压模组产能，柔性OLED价格预计24Q1-Q3持续上涨。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">2025-07-28 & 02-16: “反内卷”成功经验</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>模式总结：</strong>面板行业“政策收紧(产能置换)+存量龙头控量”的模式，是“反内卷”的成功经验，可为其他行业借鉴。</p>
|
||
<p><strong>周期性减弱：</strong>中国掌握全球80%面板产能，产能高度集中，企业可灵活调节稼动率，价格波动趋缓，行业周期性显著减弱。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'research'" class="space-y-2">
|
||
<!-- Research report content here -->
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">市场格局：中国厂商份额超越韩国</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p>根据2024年Q2预测，中国企业的柔性OLED市场份额预计将超过50%，首次在中小尺寸OLED面板数量上超过韩国。京东方(BOE)在折叠面板出货量上已于2023Q4超越三星(SDC)。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">技术趋势：柔性OLED与材料创新</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>盖板材料：</strong>CPI和UTG是折叠屏盖板两种主流材料。中国厂商在LTPO、无偏光片技术(COE)、超薄玻璃等方面取得显著进步。</p>
|
||
<p><strong>产能规划：</strong>中国柔性OLED产线持续释放产能，而三星则开始投资8.6代OLED产线，主攻IT市场，预计2026年量产。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow glass-card">
|
||
<input type="checkbox" />
|
||
<div class="collapse-title font-medium">出货量与价格：分化与平衡</div>
|
||
<div class="collapse-content prose prose-custom max-w-none">
|
||
<p><strong>出货量：</strong>柔性OLED和折叠屏面板出货量高速增长（2024Q1折叠屏同比+46%）。TV面板出货量同比微降，但大尺寸化趋势持续。</p>
|
||
<p><strong>价格预测：</strong>TV面板四季度趋向供需平衡，价格平稳。显示器面板需求收缩，价格小幅下降。笔记本面板厂商执行“按需生产”，价格保持稳定。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stocks">
|
||
<h2 class="section-title">产业链核心标的</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-indigo-200 mb-4 mt-8">面板制造商</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-base text-white">
|
||
<th>股票名称</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000725" target="_blank" class="link link-hover text-indigo-300 font-bold">京东方A</a></td>
|
||
<td>全球LCD出货面积第一，“全能航母”，LCD盈利改善与OLED成长双重逻辑。折旧压力逐步释放，利润弹性巨大。</td>
|
||
<td><div class="badge badge-primary">屏厂</div> <div class="badge badge-secondary">OLED</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000100" target="_blank" class="link link-hover text-indigo-300 font-bold">TCL科技</a></td>
|
||
<td>聚焦大尺寸TV面板的“LCD之王”，高世代线成本效率极高，逻辑最纯粹的LCD周期改善标的。</td>
|
||
<td><div class="badge badge-primary">屏厂</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600707" target="_blank" class="link link-hover text-indigo-300 font-bold">彩虹股份</a></td>
|
||
<td>同时拥有面板和上游基板玻璃业务，“弹性黑马”，双重受益于面板涨价和材料国产化。</td>
|
||
<td><div class="badge badge-primary">屏厂</div> <div class="badge badge-accent">基板玻璃</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000050" target="_blank" class="link link-hover text-indigo-300 font-bold">深天马A</a></td>
|
||
<td>中小尺寸显示领域龙头，AMOLED面板产能国内第二，在车载、工控等领域有深厚积累。</td>
|
||
<td><div class="badge badge-primary">屏厂</div> <div class="badge badge-secondary">OLED</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002387" target="_blank" class="link link-hover text-indigo-300 font-bold">维信诺</a></td>
|
||
<td>专注OLED领域的领军企业，柔性AMOLED技术领先，深度绑定国内手机品牌客户。</td>
|
||
<td><div class="badge badge-secondary">OLED</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688538" target="_blank" class="link link-hover text-indigo-300 font-bold">和辉光电</a></td>
|
||
<td>专注于中小尺寸AMOLED半导体显示面板的研发、生产和销售。</td>
|
||
<td><div class="badge badge-secondary">OLED</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-indigo-200 mb-4 mt-8">上游材料与设备</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-base text-white">
|
||
<th>股票名称</th>
|
||
<th>产业链环节</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002876" target="_blank" class="link link-hover text-indigo-300 font-bold">三利谱</a></td>
|
||
<td>偏光片</td>
|
||
<td>国内偏光片龙头，直接受益于面板稼动率提升和国产化替代。上游环节可能出现供给短缺，议价能力有望提升。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300481" target="_blank" class="link link-hover text-indigo-300 font-bold">濮阳惠成</a></td>
|
||
<td>OLED材料</td>
|
||
<td>OLED上游功能材料供应商，已量产芴类衍生物为OLED蓝色发光材料。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688378" target="_blank" class="link link-hover text-indigo-300 font-bold">奥来德</a></td>
|
||
<td>OLED材料</td>
|
||
<td>OLED产业链上游环节中的有机发光材料核心厂商。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603773" target="_blank" class="link link-hover text-indigo-300 font-bold">沃格光电</a></td>
|
||
<td>玻璃基板</td>
|
||
<td>玻璃基板精加工及技术方案供应商，客户包括京东方等龙头。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301045" target="_blank" class="link link-hover text-indigo-300 font-bold">天禄科技</a></td>
|
||
<td>导光板</td>
|
||
<td>显示面板核心精密零部件导光板供应商，深度绑定京东方。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300327" target="_blank" class="link link-hover text-indigo-300 font-bold">中颖电子</a></td>
|
||
<td>驱动IC</td>
|
||
<td>国内领先的AMOLED屏显示驱动芯片供应商。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000045" target="_blank" class="link link-hover text-indigo-300 font-bold">深纺织A</a></td>
|
||
<td>偏光片</td>
|
||
<td>旗下盛波光电是国内偏光片行业主要厂商之一。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-indigo-200 mb-4 mt-8">近期市场表现活跃个股</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead>
|
||
<tr class="text-base text-white">
|
||
<th>股票名称</th>
|
||
<th>异动日期</th>
|
||
<th>涨跌幅</th>
|
||
<th>核心驱动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603163" target="_blank" class="link link-hover text-indigo-300 font-bold">圣晖集成</a></td>
|
||
<td>2025-11-03</td>
|
||
<td><span class="text-red-400">+10.0%</span></td>
|
||
<td>洁净室工程纳入再贷款贴息，受益半导体与高世代面板产线扩产。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301095" target="_blank" class="link link-hover text-indigo-300 font-bold">广立微</a></td>
|
||
<td>2025-06-30</td>
|
||
<td><span class="text-red-400">+6.39%</span></td>
|
||
<td>半导体板块情绪向好，公司作为EDA工具厂商，与华星光电合作开发面板驱动芯片EDA工具。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603823" target="_blank" class="link link-hover text-indigo-300 font-bold">百合花</a></td>
|
||
<td>2025-11-04</td>
|
||
<td><span class="text-red-400">+9.98%</span></td>
|
||
<td>市场流传其LCD黑色矩阵(BM)光刻胶颜料获吨级订单，且芳香胺新工艺降本预期。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=003023" target="_blank" class="link link-hover text-indigo-300 font-bold">彩虹集团</a></td>
|
||
<td>2025-07-30</td>
|
||
<td><span class="text-red-400">+5.74%</span></td>
|
||
<td>受京东方战略投资彩虹光电消息提振，市场存在关联预期。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
</section>
|
||
|
||
<footer class="text-center py-8 mt-8 border-t border-white/10">
|
||
<p class="text-gray-500 text-sm">© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
<p class="text-gray-600 text-xs mt-2">本报告由AI生成，内容仅供参考，不构成任何投资建议。投资有风险，入市需谨慎。</p>
|
||
</footer>
|
||
</div>
|
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|
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|
||
smooth: true,
|
||
data: tv55,
|
||
itemStyle: { color: '#fb923c' },
|
||
lineStyle: { width: 3 }
|
||
},
|
||
{
|
||
name: 'TV-43吋',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: tv43,
|
||
itemStyle: { color: '#facc15' }
|
||
},
|
||
{
|
||
name: 'TV-32吋',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: tv32,
|
||
itemStyle: { color: '#a3e635' }
|
||
},
|
||
{
|
||
name: 'MNT-27吋',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: mnt27,
|
||
lineStyle: { type: 'dashed' },
|
||
itemStyle: { color: '#60a5fa' }
|
||
},
|
||
{
|
||
name: 'MNT-23.8吋',
|
||
type: 'line',
|
||
smooth: true,
|
||
data: mnt23_8,
|
||
lineStyle: { type: 'dashed' },
|
||
itemStyle: { color: '#c084fc' }
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
|
||
|
||
</body>
|
||
</html> |