From 2d3fe2db23e6b427fcf8f532d8ff8be0b6af39f5 Mon Sep 17 00:00:00 2001 From: zzlgreat Date: Wed, 17 Dec 2025 08:25:52 +0800 Subject: [PATCH] update pay ui --- concept_hierarchy_v3.json | 2041 +++++++++++++++++++------------------ 1 file changed, 1062 insertions(+), 979 deletions(-) diff --git a/concept_hierarchy_v3.json b/concept_hierarchy_v3.json index 85b6c8e8..08efc2f5 100644 --- a/concept_hierarchy_v3.json +++ b/concept_hierarchy_v3.json @@ -2,71 +2,87 @@ "hierarchy": [ { "lv1": "人工智能", - "lv1_id": "L1_AI", + "lv1_id": "AI", "children": [ { - "lv2": "AI芯片/算力", - "lv2_id": "L1_AI_L2_ChipsCompute", - "concepts": [ - "AI算力芯片", - "AI芯片", - "国产算力芯片", - "国产GPU", - "GPU概念股", - "HBM", - "SRAM存储", - "RISC-V", - "TPU芯片", - "中昊芯英概念股", - "摩尔线程", - "摩尔线程IPO", - "沐曦集成", - "阿里AI芯片", - "英伟达H20", - "英伟达H200", - "英伟达概念", - "英伟达代理", - "超威半导体AMD", - "谷歌", - "谷歌概念", - "算力", - "马斯克Grok3大模型", - "英特尔概念股", - "忆阻器", - "华为910C", - "华为昇腾", - "华为昇腾超节点", - "昇腾异构计算架构-CANN", - "小米算力AI互联" - ] - }, - { - "lv2": "AI基建", - "lv2_id": "L1_AI_L2_Infra", + "lv2": "AI算力与基础设施", + "lv2_id": "AI_INFRA", "children": [ { - "lv3": "散热/供电", - "lv3_id": "L1_AI_L2_Infra_L3_CoolingPower", + "lv3": "AI芯片与硬件", + "lv3_id": "AI_CHIP_HARDWARE", "concepts": [ - "AIDC供配电设备弹性", - "数据中心", - "数据中心电力设备", - "数据中心液冷", - "液冷数据中心", - "微泵液冷", - "微通道水冷板", - "液冷", - "英伟达电源方案", - "柴油发电机", + "AI PCB", + "AI PCB英伟达M9", + "AI一体机", + "AI算力芯片", + "AI服务器钽电容", + "AI芯片", + "DeepSeek智算一体机", + "HBM", + "GPU概念股", + "PCB", + "PCB设备及耗材", + "SRAM存储", + "RISC-V", + "TPU芯片", + "一体机核心标的弹性测算", + "中昊芯英概念股", + "功率半导体", + "国产算力芯片", + "国产GPU", + "存储芯片产业", + "存储", + "存储芯片", + "摩尔线程", + "摩尔线程IPO", + "改良型半加成工艺mSAP", + "昇腾推理一体机", + "服务器", + "服务器零部件", + "沐曦集成", + "忆阻器", "电池备份单元", "超级电容器", - "电磁屏蔽", - "钻石散热" + "钽电容", + "阿里AI芯片", + "英伟达概念", + "英伟达H20", + "超威半导体AMD", + "谷歌", + "谷歌概念", + "铜连接", + "铜互连", + "铜互联", + "英伟达H200", + "ASIC", + "端侧AI芯片" ] }, { - "lv3": "光互联", - "lv3_id": "L1_AI_L2_Infra_L3_OpticalInterconnects", + "lv3": "AI数据中心与散热", + "lv3_id": "AI_DATACENTER_COOLING", + "concepts": [ + "AIDC供配电设备弹性", + "微泵液冷", + "微通道水冷板", + "数据中心", + "数据中心液冷", + "数据中心电力设备", + "液冷数据中心", + "液态金属散热", + "液冷", + "柴油发电机", + "电磁屏蔽", + "英伟达电源方案", + "钻石散热", + "北美缺电AI电力", + "固态变压器SST" + ] + }, + { + "lv3": "AI网络与互联", + "lv3_id": "AI_NETWORK_INTERCONNECT", "concepts": [ "OCS光电路交换机", "光纤", @@ -74,385 +90,373 @@ "光通信", "光芯片", "光纤列阵单元FAU", + "博通交换机", "硅光技术", "空芯光纤", - "薄膜铌酸锂", - "铜连接", - "铜互连", - "铜互联" + "薄膜铌酸锂" ] }, { - "lv3": "存储", - "lv3_id": "L1_AI_L2_Infra_L3_Storage", + "lv3": "AI算力平台与生态", + "lv3_id": "AI_PLATFORM_ECOSYSTEM", "concepts": [ - "利基型存储DDR4", - "存储芯片产业", - "存储", - "存储芯片", - "华为AI存储", - "磁电存储" + "AI合集", + "AI-细分延伸更新", + "星际之门概念", + "甲骨文概念股", + "算力" ] }, { - "lv3": "区域/政策算力", - "lv3_id": "L1_AI_L2_Infra_L3_RegionalPolicyCompute", + "lv3": "AI算力政策与区域", + "lv3_id": "AI_POLICY_REGIONAL", "concepts": [ "中国星际之门芜湖", "上海算力", "四川算力", - "大厂算力订单", - "字节算力", "央国企AI一张图", + "字节算力", "杭州算力大会", "核心城市智算算力", "毫秒用算", - "星际之门概念", - "甲骨文概念股" - ] - }, - { - "lv3": "AI一体机/服务器", - "lv3_id": "L1_AI_L2_Infra_L3_IntegratedServers", - "concepts": [ - "AI一体机", - "DeepSeek智算一体机", - "一体机核心标的弹性测算", - "昇腾推理一体机", - "服务器", - "服务器零部件" + "政务云政务IT", + "大厂算力订单" ] } ] }, { - "lv2": "AI应用", - "lv2_id": "L1_AI_L2_Applications", - "children": [ - { - "lv3": "AI大模型", - "lv3_id": "L1_AI_L2_Applications_L3_LargeModels", - "concepts": [ - "DeepSeek FP8", - "DeepSeek", - "DeepSeek、国产算力", - "KIMI", - "MOE模型", - "Minimax", - "国产大模型", - "文生视频", - "智象未来", - "阶跃星辰", - "智谱华章", - "腾讯大模型", - "腾讯混元大模型", - "豆包大模型", - "小米大模型" - ] - }, - { - "lv3": "AI智能体/陪伴", - "lv3_id": "L1_AI_L2_Applications_L3_AgentsCompanions", - "concepts": [ - "AI伴侣", - "AI成人陪伴", - "AI应用陪伴智能体", - "AI智能体", - "AI应用智能体", - "AI智能体AI应用", - "AI语音助手", - "AI陪伴", - "Manus", - "字节AI陪伴", - "开发智能体" - ] - }, - { - "lv3": "其他AI应用", - "lv3_id": "L1_AI_L2_Applications_L3_OtherAIApps", - "concepts": [ - "AI4S", - "AI应用AI语料", - "AI编程", - "Nano Banana", - "SORA概念", - "低代码", - "内容审核概念", - "秘塔AI", - "杭州六小龙-群核科技" - ] - } - ] - }, - { - "lv2": "AI云服务", - "lv2_id": "L1_AI_L2_CloudServices", + "lv2": "AI大模型与算法", + "lv2_id": "AI_MODEL_ALGORITHM", "concepts": [ - "云计算各厂商云", - "微软Azure云平台", - "腾讯云及大模型合作公司", - "通义千问阿里云", - "阿里云通义千问", - "阿里云" + "DeepSeek FP8", + "DeepSeek", + "DeepSeek、国产算力", + "Nano Banana", + "MOE模型", + "Minimax", + "SORA概念", + "国产大模型", + "文生视频", + "阶跃星辰", + "智谱华章", + "马斯克Grok3大模型", + "神经网络" + ] + }, + { + "lv2": "AI应用与智能体", + "lv2_id": "AI_APPLICATION_AGENT", + "concepts": [ + "AI4S", + "AI应用AI语料", + "AI编程", + "KIMI", + "低代码", + "内容审核概念", + "智象未来", + "杭州六小龙-群核科技", + "版权", + "秘塔AI", + "物理AI", + "英伟达代理", + "AI伴侣", + "AI成人陪伴", + "AI应用陪伴智能体", + "AI智能体", + "AI应用智能体", + "AI智能体AI应用", + "AI语音助手", + "AI陪伴", + "Manus", + "字节AI陪伴", + "开发智能体" ] } ] }, { "lv1": "半导体", - "lv1_id": "L1_Semi", + "lv1_id": "SEMICONDUCTOR", "children": [ { - "lv2": "半导体设备", - "lv2_id": "L1_Semi_L2_Equipment", - "concepts": [ - "EDA", - "光刻机", - "光刻机宇量昇", - "电子束光刻机“羲之”", - "半导体设备", - "大湾区芯片展览会-新凯莱", - "新凯来概念股", - "新凯来示波器", - "PCB设备及耗材" + "lv2": "半导体设备与材料", + "lv2_id": "SEMICON_EQUIP_MATERIAL", + "children": [ + { + "lv3": "半导体设备", + "lv3_id": "SEMICON_EQUIPMENT", + "concepts": [ + "上海微电子", + "光刻机宇量昇", + "光刻机", + "半导体设备", + "大湾区芯片展览会-新凯莱", + "新凯来概念股", + "新凯来示波器", + "电子束光刻机“羲之”" + ] + }, + { + "lv3": "半导体材料", + "lv3_id": "SEMICON_MATERIAL", + "concepts": [ + "GAA晶体管", + "PSPI", + "先进陶瓷", + "光刻胶", + "半导体抛光液", + "半导体材料", + "国产光刻胶", + "玻璃基板", + "石英砂", + "磷化铟", + "第三代半导体", + "碳化硅", + "英诺赛科概念股", + "超硬材料" + ] + } ] }, { - "lv2": "半导体材料", - "lv2_id": "L1_Semi_L2_Materials", - "concepts": [ - "PSPI", - "先进陶瓷", - "光刻胶", - "半导体抛光液", - "半导体材料", - "国产光刻胶", - "石英砂", - "磷化铟", - "超硬材料", - "碳化硅", - "第三代半导体" + "lv2": "半导体设计与制造", + "lv2_id": "SEMICON_DESIGN_MANUF", + "children": [ + { + "lv3": "芯片设计与IP", + "lv3_id": "SEMICON_DESIGN_IP", + "concepts": [ + "EDA", + "半导体设计", + "紫光展锐IPO" + ] + }, + { + "lv3": "封装与测试", + "lv3_id": "SEMICON_PACKAGING_TEST", + "concepts": [ + "半导体封测", + "半导体混合键合技术", + "盛合晶微概念股", + "盛合晶微" + ] + }, + { + "lv3": "存储芯片", + "lv3_id": "SEMICON_MEMORY", + "concepts": [ + "利基型存储DDR4", + "长鑫存储", + "长鑫、长江产业链" + ] + } ] }, { - "lv2": "先进封装/制程", - "lv2_id": "L1_Semi_L2_AdvancedPackaging", + "lv2": "半导体产业综合", + "lv2_id": "SEMICON_GENERAL", "concepts": [ - "GAA晶体管", - "半导体混合键合技术", - "玻璃基板", - "半导体封测", - "盛合晶微概念股", - "盛合晶微", - "改良型半加成工艺mSAP" - ] - }, - { - "lv2": "半导体设计", - "lv2_id": "L1_Semi_L2_Design", - "concepts": [ - "半导体设计", - "紫光展锐IPO" - ] - }, - { - "lv2": "AI芯片", - "lv2_id": "L1_Semi_L2_AIChips", - "concepts": [ - "ASIC", - "端侧AI芯片", - "ISP视觉", - "高通概念" - ] - }, - { - "lv2": "存储芯片", - "lv2_id": "L1_Semi_L2_MemoryChips", - "concepts": [ - "长鑫存储", - "长鑫、长江产业链" - ] - }, - { - "lv2": "功率半导体", - "lv2_id": "L1_Semi_L2_PowerSemi", - "concepts": [ - "功率半导体", - "英诺赛科概念股" - ] - }, - { - "lv2": "国产替代/自主可控", - "lv2_id": "L1_Semi_L2_DomesticSubstitution", - "concepts": [ - "芯片替代", - "国产半导体", "半导体产业链", + "国产半导体", "科特估半导体", - "出口管制" - ] - }, - { - "lv2": "PCB", - "lv2_id": "L1_Semi_L2_PCB", - "concepts": [ - "AI PCB", - "AI PCB英伟达M9", - "PCB" + "芯片替代", + "英特尔概念股", + "汽车芯片", + "国产芯片参股公司" ] } ] }, { - "lv1": "机器人与智能制造", - "lv1_id": "L1_Robotics", + "lv1": "机器人", + "lv1_id": "ROBOTICS", "children": [ { "lv2": "人形机器人", - "lv2_id": "L1_Robotics_L2_Humanoid", + "lv2_id": "HUMANOID_ROBOTS", + "children": [ + { + "lv3": "人形机器人整机与系统", + "lv3_id": "HUMANOID_SYSTEMS", + "concepts": [ + "Optimus特斯拉机器人", + "乐聚机器人", + "人形机器人Figure", + "人形机器人", + "云深处", + "优必选", + "优必选机器人", + "华为人形机器人", + "各厂商机器人", + "奇瑞机器人潜在产业链", + "天太机器人", + "宇树人形机器人", + "宇树机器人", + "小米智元机器人产业链机构版", + "天工机器人", + "小鹏机器人", + "小米机器人", + "开普勒机器人", + "智元机器人", + "松延动力机器人", + "特斯拉人形机器人价值量", + "特斯拉人形机器人", + "特斯拉人形机器人弹性测算", + "荣耀华为人形机器人", + "赛力斯机器人", + "七腾机器人", + "机器人-神经网络" + ] + }, + { + "lv3": "人形机器人核心零部件与材料", + "lv3_id": "HUMANOID_COMPONENTS_MATERIALS", + "concepts": [ + "MIM概念", + "PCB轴向磁通电机", + "人形机器人-滚柱丝杆丝杠", + "人形机器人万向节", + "人形机器人轻量化-PEEK材料", + "人形机器人腱绳", + "冷锻产业链", + "机器人动作捕捉", + "机电", + "机器人轻量化-PEEK", + "机器人皮肤仿生皮肤", + "机器人轻量化—碳纤维", + "机器人轻量化-镁铝合金", + "超高分子量聚乙烯纤维", + "轴向磁通电机", + "金属粉末注射成形MIM", + "机器人氮化镓", + "电子皮肤" + ] + }, + { + "lv3": "机器人产业链与商业化", + "lv3_id": "ROBOTICS_COMMERCIALIZATION", + "concepts": [ + "人形机器产业链", + "人形机器人核心标的概览", + "人形机器人核心标的估值弹性测算", + "工业机器人", + "机器狗四足机器人", + "特斯拉产业链", + "美的库卡机器人" + ] + } + ] + }, + { + "lv2": "其他机器人与智能设备", + "lv2_id": "OTHER_ROBOTS_SMART_DEVICES", "concepts": [ - "Optimus特斯拉机器人", - "乐聚机器人", - "人形机器人Figure", - "人形机器人", - "云深处", - "优必选", - "优必选机器人", - "华为人形机器人", - "各厂商机器人", - "奇瑞机器人潜在产业链", - "天太机器人", - "宇树人形机器人", "外骨骼机器人", - "宇树机器人", - "小米智元机器人产业链机构版", - "天工机器人", - "小鹏机器人", - "小米机器人", - "开普勒机器人", - "智元机器人", - "机器狗四足机器人", - "松延动力机器人", - "特斯拉人形机器人价值量", - "特斯拉人形机器人", - "特斯拉产业链", - "特斯拉人形机器人弹性测算", - "荣耀华为人形机器人", - "美的库卡机器人", - "赛力斯机器人", - "七腾机器人" - ] - }, - { - "lv2": "机器人核心部件/材料", - "lv2_id": "L1_Robotics_L2_ComponentsMaterials", - "concepts": [ - "MIM概念", - "PCB轴向磁通电机", - "人形机器人-滚柱丝杆丝杠", - "人形机器人轻量化-PEEK材料", - "人形机器人轻量化—碳纤维", - "机器人轻量化-PEEK", - "机器人轻量化-镁铝合金", - "轴向磁通电机", - "金属粉末注射成形MIM", - "超高分子量聚乙烯纤维", - "机器人氮化镓", - "摆线减速器", - "人形机器人万向节", - "人形机器人腱绳", - "机电", - "机器人零部件加工设备" - ] - }, - { - "lv2": "具身智能", - "lv2_id": "L1_Robotics_L2_EmbodiedAI", - "concepts": [ - "物理AI", - "机器人动作捕捉", - "机器人皮肤仿生皮肤", - "电子皮肤", - "机器人-神经网络", - "神经网络" - ] - }, - { - "lv2": "工业机器人", - "lv2_id": "L1_Robotics_L2_IndustrialRobots", - "concepts": [ - "工业机器人", + "苹果机器人", "大疆扫地机器人潜在供应商" ] - }, - { - "lv2": "机器人产业", - "lv2_id": "L1_Robotics_L2_Industry", - "concepts": [ - "人形机器产业链", - "人形机器人核心标的概览", - "人形机器人核心标的估值弹性测算", - "孙潇雅团队概念股" - ] } ] }, { "lv1": "新能源", - "lv1_id": "L1_NewEnergy", + "lv1_id": "NEW_ENERGY", "children": [ { - "lv2": "固态电池", - "lv2_id": "L1_NewEnergy_L2_SolidStateBattery", - "concepts": [ - "固态电池-硅基负极", - "固态电池-硫化物", - "固态电池", - "固态电池负极集流体材料-铜箔", - "固态电池产业链", - "陶瓷隔膜骨架膜" + "lv2": "新型电池技术", + "lv2_id": "NEW_BATTERY_TECH", + "children": [ + { + "lv3": "固态电池", + "lv3_id": "SOLID_STATE_BATTERY", + "concepts": [ + "固态电池-硅基负极", + "固态电池-硫化物", + "固态电池", + "固态电池设备", + "固态电池负极集流体材料-铜箔", + "固态电池产业链", + "陶瓷隔膜骨架膜" + ] + }, + { + "lv3": "其他新型电池", + "lv3_id": "OTHER_NEW_BATTERIES", + "concepts": [ + "钠离子电池" + ] + }, + { + "lv3": "电池材料与组件", + "lv3_id": "BATTERY_MATERIALS_COMPONENTS", + "concepts": [ + "复合集流体", + "富锂锰基材料", + "硅基负极材料", + "隔膜", + "铅酸电池" + ] + } ] }, { - "lv2": "电池材料", - "lv2_id": "L1_NewEnergy_L2_BatteryMaterials", - "concepts": [ - "复合集流体", - "富锂锰基材料", - "硅基负极材料", - "钠离子电池", - "隔膜" + "lv2": "电力与能源基础设施", + "lv2_id": "POWER_ENERGY_INFRA", + "children": [ + { + "lv3": "电力设备与电网", + "lv3_id": "POWER_GRID_EQUIPMENT", + "concepts": [ + "北美缺电AI电力", + "变压器出海", + "固态变压器SST", + "电力产业链", + "电力电网", + "电力设备", + "电力" + ] + }, + { + "lv3": "新型发电技术", + "lv3_id": "NEW_POWER_GENERATION", + "concepts": [ + "固体氧化物燃料电池-SOFC", + "燃料电池", + "燃气设备", + "燃气轮机HRSG" + ] + } ] }, { - "lv2": "电池设备", - "lv2_id": "L1_NewEnergy_L2_BatteryEquipment", - "concepts": [ - "固态电池设备" - ] - }, - { - "lv2": "光伏", - "lv2_id": "L1_NewEnergy_L2_Photovoltaic", - "concepts": [ - "N型产业链", - "光伏", - "光伏行业兼并重组", - "光伏产业链", - "反内卷光伏" - ] - }, - { - "lv2": "新型光伏", - "lv2_id": "L1_NewEnergy_L2_NewPV", - "concepts": [ - "叠层钙钛矿", - "钙钛矿电池" + "lv2": "太阳能光伏", + "lv2_id": "SOLAR_PV", + "children": [ + { + "lv3": "光伏技术与材料", + "lv3_id": "PV_TECH_MATERIALS", + "concepts": [ + "N型产业链", + "叠层钙钛矿", + "钙钛矿电池" + ] + }, + { + "lv3": "光伏产业与政策", + "lv3_id": "PV_INDUSTRY_POLICY", + "concepts": [ + "光伏", + "光伏行业兼并重组", + "光伏产业链", + "反内卷光伏" + ] + } ] }, { "lv2": "核能", - "lv2_id": "L1_NewEnergy_L2_NuclearEnergy", + "lv2_id": "NUCLEAR_ENERGY", "concepts": [ "可控核聚变", "微型核电", @@ -463,8 +467,8 @@ ] }, { - "lv2": "充电/换电基础设施", - "lv2_id": "L1_NewEnergy_L2_ChargingSwapping", + "lv2": "新能源汽车补能", + "lv2_id": "EV_CHARGING", "concepts": [ "充电桩", "华为智能充电", @@ -477,31 +481,105 @@ ] }, { - "lv1": "消费电子与智能终端", - "lv1_id": "L1_ConsumerElectronics", + "lv1": "通信", + "lv1_id": "TELECOMMUNICATION", "children": [ { - "lv2": "AI手机", - "lv2_id": "L1_ConsumerElectronics_L2_AISmartphones", + "lv2": "5G/6G与新型网络", + "lv2_id": "5G_6G_NEW_NETWORK", "concepts": [ - "AI手机", - "努比亚手机", - "字节概念豆包AI手机" + "5G毫米波", + "5G-A", + "5.5G", + "通感一体" ] }, { - "lv2": "AI PC", - "lv2_id": "L1_ConsumerElectronics_L2_AIPC", + "lv2": "通信设备", + "lv2_id": "COMMUNICATION_EQUIPMENT", "concepts": [ - "AI PC", - "AIPC" + "通信设备" ] }, { - "lv2": "AR/VR/智能眼镜", - "lv2_id": "L1_ConsumerElectronics_L2_ARVRSmartGlasses", + "lv2": "通信应用与服务", + "lv2_id": "COMMUNICATION_APP_SERVICE", "concepts": [ + "eSIM概念" + ] + } + ] + }, + { + "lv1": "国防军工", + "lv1_id": "DEFENSE_MILITARY", + "children": [ + { + "lv2": "军事信息化与智能化", + "lv2_id": "MILITARY_IT_INTELLIGENCE", + "concepts": [ + "AI军工", + "AI无人机军工信息化", + "信息支援概念整理", + "军工信息化", + "军用无人机反无人机", + "无人机蜂群" + ] + }, + { + "lv2": "海军装备与战略", + "lv2_id": "NAVAL_EQUIPMENT_STRATEGY", + "concepts": [ + "军工水面水下作战", + "国产航母", + "水下军工", + "海军", + "电磁弹射概念股", + "电磁发射设备", + "航母福建舰240430", + "福建-军工" + ] + }, + { + "lv2": "航空装备", + "lv2_id": "AVIATION_EQUIPMENT", + "concepts": [ + "军机" + ] + }, + { + "lv2": "军贸与出口", + "lv2_id": "MILITARY_TRADE_EXPORT", + "concepts": [ + "军贸", + "巴印军贸", + "巴黎航展" + ] + }, + { + "lv2": "其他军工", + "lv2_id": "OTHER_MILITARY", + "concepts": [ + "军工-阅兵", + "军工", + "国防军工", + "远程火力", + "珠海航展" + ] + } + ] + }, + { + "lv1": "消费电子", + "lv1_id": "CONSUMER_ELECTRONICS", + "children": [ + { + "lv2": "AR/VR与智能眼镜", + "lv2_id": "AR_VR_SMART_GLASSES", + "concepts": [ + "AI手势识别", "AI眼镜", + "AI隔空投送", "AR镀膜", "AR眼镜", "META智能眼镜", @@ -517,191 +595,111 @@ ] }, { - "lv2": "折叠屏/柔性显示", - "lv2_id": "L1_ConsumerElectronics_L2_FoldableDisplays", + "lv2": "智能穿戴", + "lv2_id": "SMART_WEARABLES", "concepts": [ - "华为三折叠屏", - "折叠屏", - "苹果折叠屏" + "智能穿戴", + "消费电子-玄玑感知系统" ] }, { - "lv2": "显示面板", - "lv2_id": "L1_ConsumerElectronics_L2_DisplayPanels", + "lv2": "华为生态", + "lv2_id": "HUAWEI_CONSUMER_ECOSYSTEM", "concepts": [ + "华为P70", + "华为Mate80", + "华为Pura70", + "华为Mate70手表", + "华为鸿蒙", + "华为MATE70", + "华为鸿蒙甄选与支付", + "鸿蒙PC" + ] + }, + { + "lv2": "小米生态", + "lv2_id": "XIAOMI_ECOSYSTEM", + "concepts": [ + "小米算力AI互联", + "小米YU7供应链弹性测算", + "小米大模型", + "小米概念", + "小米汽车产业链弹性", + "小米汽车产业链", + "小米汽车产业链弹性测算" + ] + }, + { + "lv2": "端侧AI与智能硬件", + "lv2_id": "EDGE_AI_SMART_HARDWARE", + "concepts": [ + "2025CES参展公司", + "AI PC", + "AIPC", + "AI手机", + "ISP视觉", + "果链OPEN AI复用", + "苹果供应商核心公司", + "苹果手机产业链", + "高通概念" + ] + }, + { + "lv2": "显示技术与折叠屏", + "lv2_id": "DISPLAY_FOLDABLE", + "concepts": [ + "华为三折叠屏", + "折叠屏", "显影液及硅基OLED", "苹果OLED潜在受益", + "苹果折叠屏", "面板", "TV面板LCD" ] }, { - "lv2": "智能穿戴", - "lv2_id": "L1_ConsumerElectronics_L2_SmartWearables", + "lv2": "智能影像与无人机", + "lv2_id": "SMART_IMAGING_UAV", "concepts": [ - "智能穿戴", - "消费电子-玄玑感知系统", - "华为Mate70手表" - ] - }, - { - "lv2": "人机交互", - "lv2_id": "L1_ConsumerElectronics_L2_HumanComputerInteraction", - "concepts": [ - "AI手势识别", - "AI隔空投送" - ] - }, - { - "lv2": "华为终端", - "lv2_id": "L1_ConsumerElectronics_L2_HuaweiDevices", - "children": [ - { - "lv3": "华为手机", - "lv3_id": "L1_ConsumerElectronics_L2_HuaweiDevices_L3_Smartphones", - "concepts": [ - "华为P70", - "华为Mate80", - "华为Pura70", - "华为MATE70", - "华为麒麟芯片" - ] - }, - { - "lv3": "鸿蒙生态", - "lv3_id": "L1_ConsumerElectronics_L2_HuaweiDevices_L3_HarmonyOS", - "concepts": [ - "华为鸿蒙", - "华为鸿蒙甄选与支付", - "鸿蒙PC" - ] - } - ] - }, - { - "lv2": "小米生态", - "lv2_id": "L1_ConsumerElectronics_L2_XiaomiEcosystem", - "children": [ - { - "lv3": "小米汽车", - "lv3_id": "L1_ConsumerElectronics_L2_XiaomiEcosystem_L3_XiaomiAuto", - "concepts": [ - "小米YU7供应链弹性测算", - "小米概念", - "小米汽车产业链弹性", - "小米汽车产业链", - "小米汽车产业链弹性测算" - ] - } - ] - }, - { - "lv2": "消费电子综合", - "lv2_id": "L1_ConsumerElectronics_L2_General", - "concepts": [ - "2025CES参展公司", - "果链OPEN AI复用", - "苹果供应商核心公司", - "苹果手机产业链", - "充电宝" + "影石创新", + "影石相机概念股" ] } ] }, { - "lv1": "通信与空间信息", - "lv1_id": "L1_TelecomSpaceInfo", + "lv1": "化工", + "lv1_id": "CHEMICALS", "children": [ { - "lv2": "卫星通信/导航", - "lv2_id": "L1_TelecomSpaceInfo_L2_SatComNav", - "concepts": [ - "6G概念", - "低轨卫星通信华为", - "北斗信使", - "北斗导航", - "商业航天卫星通信", - "卫星互联网", - "手机直连卫星", - "星网" - ] - }, - { - "lv2": "商业航天", - "lv2_id": "L1_TelecomSpaceInfo_L2_CommercialAerospace", - "concepts": [ - "商业航天", - "太空行走", - "太空旅行", - "太空算力", - "星河动力", - "蓝箭航天朱雀三号", - "长征十二号甲", - "SpaceX", - "卫星能源太阳翼", - "商业航天北交所" - ] - }, - { - "lv2": "5G/6G/新型网络", - "lv2_id": "L1_TelecomSpaceInfo_L2_NextGenNetwork", - "concepts": [ - "5G毫米波", - "5G-A", - "5.5G", - "eSIM概念", - "通感一体", - "华为5G", - "华为通信大模型", - "华为海思星闪" - ] - }, - { - "lv2": "通信设备", - "lv2_id": "L1_TelecomSpaceInfo_L2_CommEquipment", - "concepts": [ - "通信设备" - ] - } - ] - }, - { - "lv1": "化工与材料", - "lv1_id": "L1_ChemicalsMaterials", - "children": [ - { - "lv2": "化工周期", - "lv2_id": "L1_ChemicalsMaterials_L2_ChemicalCycles", - "concepts": [ - "化工品涨价", - "化工概念", - "化工", - "涨价概念", - "乙烷", - "绒毛浆" - ] - }, - { - "lv2": "精细化工", - "lv2_id": "L1_ChemicalsMaterials_L2_FineChemicals", + "lv2": "化工产品与周期", + "lv2_id": "CHEMICAL_PRODUCTS_CYCLE", "concepts": [ "TMA偏苯三酸酐", "光引发剂", + "化工品涨价", + "化工概念", + "化工", "双季戊四醇", "正丙醇", + "烧碱", "甲苯二异氰酸酯-TDI", "环氧丙烷", + "纯碱", "维生素", "苯酚丙酮", - "除草剂-烯草酮", - "农药证件厂家" + "己内酰胺", + "涤纶长丝", + "聚酯产业" ] }, { - "lv2": "电池材料", - "lv2_id": "L1_ChemicalsMaterials_L2_BatteryChemicals", + "lv2": "新能源化工材料", + "lv2_id": "NEW_ENERGY_CHEMICAL_MATERIALS", "concepts": [ "六氟磷酸锂", + "有机硅", + "有机硅产业链", "电解液添加剂", "电解液产业链", "磷化工六氟磷酸锂", @@ -709,45 +707,44 @@ ] }, { - "lv2": "基础化工/有色金属", - "lv2_id": "L1_ChemicalsMaterials_L2_BasicChemicalsNonFerrous", + "lv2": "农用化学品", + "lv2_id": "AGRO_CHEMICALS", "concepts": [ - "烧碱", - "电解铝", - "纯碱", - "铅酸电池", - "钢铁" - ] - }, - { - "lv2": "有色金属综合", - "lv2_id": "L1_ChemicalsMaterials_L2_NonFerrousGeneral", - "concepts": [ - "化工有色元素周期表", - "有色金属" - ] - }, - { - "lv2": "稀有金属/战略资源", - "lv2_id": "L1_ChemicalsMaterials_L2_RareStrategicMetals", - "concepts": [ - "稀土", - "钨金属", - "钴", - "钴金属", - "钼金属", - "锡矿" + "农药杀虫剂-氯虫苯甲酰胺", + "除草剂-烯草酮" ] } ] }, { - "lv1": "基础设施与公用事业", - "lv1_id": "L1_InfraUtilities", + "lv1": "金融", + "lv1_id": "FINANCE", "children": [ { - "lv2": "水利/水电", - "lv2_id": "L1_InfraUtilities_L2_WaterHydropower", + "lv2": "数字金融与Web3", + "lv2_id": "DIGITAL_FINANCE_WEB3", + "concepts": [ + "上海浦江数链", + "互联网金融", + "复星稳定币", + "数字货币", + "树图链概念", + "稳定币RWA概念股", + "稳定币-蚂蚁国际", + "稳定币一体机", + "蚂蚁金服", + "香港金融牌照" + ] + } + ] + }, + { + "lv1": "基建", + "lv1_id": "INFRASTRUCTURE", + "children": [ + { + "lv2": "水利与水电", + "lv2_id": "WATER_HYDROPOWER", "concepts": [ "三峡水运新通道", "水利", @@ -762,8 +759,8 @@ ] }, { - "lv2": "区域基建", - "lv2_id": "L1_InfraUtilities_L2_RegionalInfra", + "lv2": "西部大开发与区域基建", + "lv2_id": "WESTERN_DEVELOPMENT_REGIONAL_INFRA", "concepts": [ "新藏铁路", "新疆概念", @@ -772,217 +769,92 @@ ] }, { - "lv2": "建筑材料/设备", - "lv2_id": "L1_InfraUtilities_L2_ConstructionMaterialsEquipment", + "lv2": "基建材料与设备", + "lv2_id": "INFRA_MATERIALS_EQUIPMENT", "concepts": [ "混凝土减水剂、砂石设备", "隧洞设备盾构机" ] - }, - { - "lv2": "电力/AI电力", - "lv2_id": "L1_InfraUtilities_L2_PowerAIPower", - "concepts": [ - "北美缺电AI电力", - "固体氧化物燃料电池-SOFC", - "固态变压器SST", - "燃料电池", - "燃气设备", - "电力产业链", - "燃气轮机HRSG", - "电力电网", - "电力设备", - "电力" - ] - }, - { - "lv2": "网络安全/信创", - "lv2_id": "L1_InfraUtilities_L2_CybersecurityXinchuang", - "concepts": [ - "信息安全", - "安全概念股", - "网络安全", - "通信安全", - "安保概念", - "工业设备更新", - "工业软件", - "工业母机", - "灯塔工厂", - "自主可控", - "软件自主可控", - "设备更新", - "关键软件", - "国产信创概览", - "信创概念" - ] } ] }, { - "lv1": "金融科技与数字经济", - "lv1_id": "L1_FinTechDigitalEconomy", + "lv1": "政策主题", + "lv1_id": "POLICY_THEMES", "children": [ { - "lv2": "数字金融/Web3", - "lv2_id": "L1_FinTechDigitalEconomy_L2_DigitalFinanceWeb3", - "concepts": [ - "上海浦江数链", - "复星稳定币", - "数字货币", - "树图链概念", - "稳定币RWA概念股", - "稳定币-蚂蚁国际", - "稳定币一体机", - "香港金融牌照" + "lv2": "国企改革与市值管理", + "lv2_id": "SOE_REFORM_MARKET_VALUE", + "children": [ + { + "lv3": "央国企改革与重组", + "lv3_id": "SOE_REFORM_RESTRUCTURING", + "concepts": [ + "中兵集团并购重组", + "中字头", + "中字头央企", + "中船合并", + "国资高息股", + "央企市值管理", + "央国企", + "地面兵装", + "央国企地产", + "央国企重组", + "市值管理16条-破净股", + "整车央企重组", + "破净央国企", + "破净股合集" + ] + }, + { + "lv3": "地方国资改革", + "lv3_id": "LOCAL_SOE_REFORM", + "concepts": [ + "安徽国资", + "河南国资能源集团重组", + "珠海国资", + "湖北三资改革", + "福建国资" + ] + } ] }, { - "lv2": "数据要素", - "lv2_id": "L1_FinTechDigitalEconomy_L2_DataElements", + "lv2": "并购重组与资本运作", + "lv2_id": "MNA_CAPITAL_OPERATION", "concepts": [ - "RWA上链— IoT设备数据采集", - "RDA概念股", - "数据可信", - "数据交易所", - "数据要素", - "跨境数据数据要素", - "版权" + "IPO终止相关企业重组预期", + "上海并购重组", + "并购重组预期", + "并购重组", + "消费医疗重组预期", + "科创板并购重组", + "科技重组", + "荣耀股改" ] }, { - "lv2": "互联网金融", - "lv2_id": "L1_FinTechDigitalEconomy_L2_InternetFinance", - "concepts": [ - "互联网金融", - "蚂蚁金服" - ] - }, - { - "lv2": "金融机构重组", - "lv2_id": "L1_FinTechDigitalEconomy_L2_FinancialRestructuring", + "lv2": "金融行业改革", + "lv2_id": "FINANCE_INDUSTRY_REFORM", "concepts": [ "券商合并预期", "湘财合并大智慧", "证券" ] - } - ] - }, - { - "lv1": "国防军工", - "lv1_id": "L1_DefenseMilitary", - "children": [ + }, { - "lv2": "智能军工/信息化", - "lv2_id": "L1_DefenseMilitary_L2_SmartMilitaryInfo", + "lv2": "AI与半导体领域并购", + "lv2_id": "AI_SEMICON_MNA", "concepts": [ - "AI军工", - "AI无人机军工信息化", - "信息支援概念整理", - "军工信息化", - "军用无人机反无人机", - "无人机蜂群" + "宝德计算机", + "秦淮数据", + "超聚变借壳预期", + "重组-中科院系&海光系" ] }, { - "lv2": "国防军工综合", - "lv2_id": "L1_DefenseMilitary_L2_General", - "concepts": [ - "军工-阅兵", - "军工", - "国防军工" - ] - }, - { - "lv2": "海军装备", - "lv2_id": "L1_DefenseMilitary_L2_NavalEquipment", - "concepts": [ - "军工水面水下作战", - "国产航母", - "水下军工", - "海军", - "电磁弹射概念股", - "电磁发射设备", - "航母福建舰240430", - "福建-军工" - ] - }, - { - "lv2": "航空装备", - "lv2_id": "L1_DefenseMilitary_L2_AerospaceEquipment", - "concepts": [ - "军机", - "大飞机", - "珠海航展", - "空客合作", - "航空航天线缆", - "九天无人机", - "凌空天行" - ] - }, - { - "lv2": "军贸出海", - "lv2_id": "L1_DefenseMilitary_L2_MilitaryTrade", - "concepts": [ - "军贸", - "巴印军贸", - "巴黎航展" - ] - }, - { - "lv2": "陆军装备", - "lv2_id": "L1_DefenseMilitary_L2_LandEquipment", - "concepts": [ - "远程火力" - ] - } - ] - }, - { - "lv1": "政策与国企改革", - "lv1_id": "L1_PolicySOEReform", - "children": [ - { - "lv2": "国企改革/重组", - "lv2_id": "L1_PolicySOEReform_L2_SOEReformRestructuring", - "concepts": [ - "中兵集团并购重组", - "中船合并", - "地面兵装", - "央国企地产", - "央国企重组", - "整车央企重组", - "河南国资能源集团重组", - "荣耀股改" - ] - }, - { - "lv2": "中特估/市值管理", - "lv2_id": "L1_PolicySOEReform_L2_CCTVMktCapMgmt", - "concepts": [ - "中字头", - "中字头央企", - "国资高息股", - "央企市值管理", - "央国企", - "市值管理16条-破净股", - "破净央国企", - "破净股合集" - ] - }, - { - "lv2": "地方国资改革", - "lv2_id": "L1_PolicySOEReform_L2_LocalSOEReform", - "concepts": [ - "安徽国资", - "珠海国资", - "湖北三资改革", - "福建国资" - ] - }, - { - "lv2": "新质生产力/宏观政策", - "lv2_id": "L1_PolicySOEReform_L2_NewQualityMacroPolicy", + "lv2": "国家战略与新质生产力", + "lv2_id": "NATIONAL_STRATEGY_NEW_PRODUCTIVITY", "concepts": [ "2025年政府工作报告利好行业及个股", "新型经济", @@ -990,119 +862,210 @@ "深海数智化", "深海经济", "深地经济", - "首发经济", - "高温概念", - "安保概念" + "首发经济" ] }, { - "lv2": "反内卷/供给侧改革", - "lv2_id": "L1_PolicySOEReform_L2_AntiInvolution", - "children": [ - { - "lv3": "反内卷综合", - "lv3_id": "L1_PolicySOEReform_L2_AntiInvolution_L3_General", - "concepts": [ - "反内卷", - "反内卷合集" - ] - }, - { - "lv3": "行业供给侧改革", - "lv3_id": "L1_PolicySOEReform_L2_AntiInvolution_L3_IndustrySpecific", - "concepts": [ - "反内卷造纸", - "反内卷食用盐", - "反内卷快递", - "己内酰胺", - "涤纶长丝", - "聚酯产业", - "钢铁", - "BOPET膜" - ] - } + "lv2": "信创与自主可控", + "lv2_id": "XINCHUANG_AUTONOMOUS_CONTROL", + "concepts": [ + "信创概念", + "关键软件", + "国产信创概览", + "自主可控", + "软件自主可控" ] }, { - "lv2": "区域开放/自贸区", - "lv2_id": "L1_PolicySOEReform_L2_RegionalOpeningFTZ", + "lv2": "工业升级与设备更新", + "lv2_id": "INDUSTRIAL_UPGRADE_EQUIPMENT_RENEWAL", + "concepts": [ + "工业设备更新", + "工业软件", + "工业母机", + "灯塔工厂", + "设备更新" + ] + }, + { + "lv2": "自由贸易区与免税", + "lv2_id": "FREE_TRADE_DUTY_FREE", "concepts": [ "上海自贸区", + "免税离境退税", "新型离岸贸易", "海南", "海南自贸区", - "海南自贸港" + "海南自贸港", + "零售消费免税" ] }, { - "lv2": "并购重组", - "lv2_id": "L1_PolicySOEReform_L2_M&A", + "lv2": "行业供给侧改革", + "lv2_id": "INDUSTRY_SUPPLY_SIDE_REFORM", "concepts": [ - "IPO终止相关企业重组预期", - "并购重组预期", - "并购重组", - "科创板并购重组", - "科技重组" + "反内卷", + "反内卷造纸", + "反内卷食用盐", + "反内卷快递", + "反内卷合集", + "生猪", + "牛肉", + "钢铁", + "BOPET膜" ] }, { - "lv2": "概念炒作/事件驱动", - "lv2_id": "L1_PolicySOEReform_L2_ConceptSpeculation", + "lv2": "行业监管与安全", + "lv2_id": "INDUSTRY_REGULATION_SAFETY", "concepts": [ - "“马”字辈", - "长安的荔枝", - "韦神概念股" + "充电宝", + "农药证件厂家", + "食品安全", + "食品安全全链条", + "预制菜" ] } ] }, { - "lv1": "地缘政治与贸易", - "lv1_id": "L1_GeopoliticsTrade", + "lv1": "航天", + "lv1_id": "AEROSPACE", "children": [ { - "lv2": "贸易政策/供应链", - "lv2_id": "L1_GeopoliticsTrade_L2_TradePolicySupplyChain", + "lv2": "商业航天与卫星", + "lv2_id": "COMMERCIAL_SPACE_SATELLITE", + "children": [ + { + "lv3": "卫星通信与应用", + "lv3_id": "SATELLITE_COMM_APP", + "concepts": [ + "6G概念", + "低轨卫星通信华为", + "北斗信使", + "商业航天卫星通信", + "卫星互联网", + "手机直连卫星", + "星网", + "星载射频天线", + "星间激光链路" + ] + }, + { + "lv3": "运载火箭与发射", + "lv3_id": "LAUNCH_VEHICLES_LAUNCH", + "concepts": [ + "蓝箭航天朱雀三号", + "长征十二号甲", + "星河动力谷神星二号" + ] + }, + { + "lv3": "空间基础设施与服务", + "lv3_id": "SPACE_INFRA_SERVICES", + "concepts": [ + "太空行走", + "太空旅行", + "太空算力", + "卫星能源太阳翼" + ] + }, + { + "lv3": "商业航天综合", + "lv3_id": "COMMERCIAL_SPACE_GENERAL", + "concepts": [ + "卫星出海", + "商业航天", + "星河动力", + "SpaceX", + "商业航天北交所" + ] + } + ] + }, + { + "lv2": "卫星导航", + "lv2_id": "SATELLITE_NAVIGATION", + "concepts": [ + "北斗导航" + ] + }, + { + "lv2": "航空工业", + "lv2_id": "AVIATION_INDUSTRY", + "concepts": [ + "大飞机", + "空客合作", + "航空航天线缆", + "九天无人机", + "凌空天行" + ] + } + ] + }, + { + "lv1": "贸易与地缘政治", + "lv1_id": "TRADE_GEOPOLITICS", + "children": [ + { + "lv2": "贸易摩擦与供应链重构", + "lv2_id": "TRADE_FRICTION_SUPPLY_CHAIN", "concepts": [ "中俄贸易", + "乙烷", "中欧贸易", "关税豁免", "关税减免出口链", "后关税战受益", "反制关税涨价预期", + "墨西哥汽车零部件", + "绒毛浆", "转口贸易出口转内销", "越南工厂" ] }, { - "lv2": "产业转移/出口", - "lv2_id": "L1_GeopoliticsTrade_L2_IndustrialTransferExport", - "concepts": [ - "二轮车全地形车", - "墨西哥汽车零部件" - ] - }, - { - "lv2": "政策管制", - "lv2_id": "L1_GeopoliticsTrade_L2_PolicyControl", + "lv2": "地缘政治与政策影响", + "lv2_id": "GEOPOLITICS_POLICY_IMPACT", "concepts": [ + "中美关系", + "出口管制", "芬太尼管制" ] }, { - "lv2": "区域冲突/重建", - "lv2_id": "L1_GeopoliticsTrade_L2_RegionalConflictReconstruction", + "lv2": "制造业出海", + "lv2_id": "MANUFACTURING_GLOBALIZATION", + "concepts": [ + "二轮车全地形车" + ] + }, + { + "lv2": "地缘政治与能源", + "lv2_id": "GEOPOLITICS_ENERGY", "concepts": [ "以伊冲突-天然气", - "以伊冲突-油运仓储", - "以伊冲突-航运", "以伊冲突-资源化工", "油气", + "石油" + ] + }, + { + "lv2": "地缘政治与航运", + "lv2_id": "GEOPOLITICS_SHIPPING", + "concepts": [ + "以伊冲突-油运仓储", + "以伊冲突-航运", "海外港口", "海事反制", - "石油", "航运", - "远洋航运", + "远洋航运" + ] + }, + { + "lv2": "地缘冲突与重建", + "lv2_id": "GEOPOLITICS_CONFLICT_RECONSTRUCTION", + "concepts": [ "乌克兰战后重建概念", "乌克兰重建", "俄乌重建", @@ -1114,12 +1077,13 @@ }, { "lv1": "生物医药", - "lv1_id": "L1_BioPharma", + "lv1_id": "BIOPHARMA", "children": [ { - "lv2": "创新药", - "lv2_id": "L1_BioPharma_L2_InnovativeDrugs", + "lv2": "创新药与AI制药", + "lv2_id": "INNOVATIVE_DRUGS_AI_PHARMA", "concepts": [ + "AI制药", "创新药相关", "创新药双抗", "创新药", @@ -1127,186 +1091,92 @@ ] }, { - "lv2": "AI制药", - "lv2_id": "L1_BioPharma_L2_AIPharma", - "concepts": [ - "AI制药" - ] - }, - { - "lv2": "医疗器械", - "lv2_id": "L1_BioPharma_L2_MedicalDevices", - "concepts": [ - "医疗器械" - ] - }, - { - "lv2": "医药外包", - "lv2_id": "L1_BioPharma_L2_CXO", + "lv2": "医疗器械与服务", + "lv2_id": "MEDICAL_DEVICES_SERVICES", "concepts": [ + "医疗器械", "医药外包CXO" ] - }, - { - "lv2": "医疗服务/并购", - "lv2_id": "L1_BioPharma_L2_MedicalServicesM&A", - "concepts": [ - "消费医疗重组预期" - ] } ] }, { - "lv1": "文娱传媒", - "lv1_id": "L1_CultureEntertainment", + "lv1": "数据要素", + "lv1_id": "DATA_ECONOMY", "children": [ { - "lv2": "影视传媒综合", - "lv2_id": "L1_CultureEntertainment_L2_FilmMediaGeneral", + "lv2": "数据要素与基础设施", + "lv2_id": "DATA_ELEMENTS_INFRASTRUCTURE", "concepts": [ - "出版传媒", - "影视院线", - "影视", - "影视传媒" - ] - }, - { - "lv2": "IP运营/内容", - "lv2_id": "L1_CultureEntertainment_L2_IPContent", - "concepts": [ - "周杰伦概念股", - "影视IP", - "春节档重点影片（哪吒2）", - "疯狂动物城2", - "诡秘之主" - ] - }, - { - "lv2": "游戏", - "lv2_id": "L1_CultureEntertainment_L2_Gaming", - "concepts": [ - "AI游戏", - "乙游", - "国产游戏黑神话", - "幻兽帕鲁", - "游戏" - ] - }, - { - "lv2": "内容出海/短剧", - "lv2_id": "L1_CultureEntertainment_L2_ContentExportShortDramas", - "concepts": [ - "传媒出海", - "漫剧", - "游戏出海", - "短剧", - "腾讯短剧重点名单" - ] - }, - { - "lv2": "互联网平台", - "lv2_id": "L1_CultureEntertainment_L2_InternetPlatforms", - "concepts": [ - "华为抖音支付", - "抖音概念", - "TikTok", - "小红书概念", - "小红书概念股", - "敦煌网跨境电商" + "RWA上链— IoT设备数据采集", + "RDA概念股", + "数据可信", + "数据交易所", + "数据要素", + "跨境数据数据要素" ] } ] }, { - "lv1": "智能驾驶与物流", - "lv1_id": "L1_AutonomousDrivingLogistics", + "lv1": "智能驾驶与无人系统", + "lv1_id": "AUTONOMOUS_DRIVING_UNMANNED_SYSTEMS", "children": [ { "lv2": "自动驾驶", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_AutonomousDriving", + "lv2_id": "AUTONOMOUS_DRIVING", "concepts": [ "Robotaxi", "小马智行", "无人驾驶公交", "文远知行", + "智能驾驶产业链", + "无人驾驶-线控转向", "无人驾驶", + "汽车无线充电", "特斯拉FSD", "特斯拉RoboTaxi概念", "特斯拉无人驾驶出租车Robotaxi", + "网约车", "自动驾驶", - "网约车" + "L3级别自动驾驶" ] }, { - "lv2": "无人配送/特种车辆", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_UnmannedDeliverySpecialVehicles", + "lv2": "无人物流与特种车辆", + "lv2_id": "UNMANNED_LOGISTICS_SPECIAL_VEHICLES", "concepts": [ "京东物流Robovan", "无人物流", "无人环卫车", "无人物流车九识智能", - "菜鸟无人物流车", - "矿山智驾" + "机器人充电", + "矿山智驾", + "菜鸟无人物流车" ] }, { - "lv2": "智能驾驶芯片", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_ADASChips", + "lv2": "智能汽车产业链", + "lv2_id": "SMART_AUTO_SUPPLY_CHAIN", "concepts": [ + "小鹏产业链", "mobileye替代概念", "地平线概念", - "地平线" - ] - }, - { - "lv2": "智能汽车", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_SmartVehicles", - "concepts": [ + "地平线", "比亚迪产业链", "比亚迪智驾", - "理想汽车", - "小鹏产业链" - ] - }, - { - "lv2": "智能驾驶硬件/基础设施", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_ADASHardwareInfra", - "concepts": [ - "智能驾驶产业链", - "无人驾驶-线控转向", - "机器人充电", - "汽车无线充电", - "汽车安全" - ] - }, - { - "lv2": "低空经济/飞行汽车", - "lv2_id": "L1_AutonomousDrivingLogistics_L2_LowAltitudeFlyingCars", - "concepts": [ - "eVTOL材料", - "亿航智能订单量", - "低空经济&飞行汽车", - "低空经济", - "低空管控", - "低空物流", - "低空经济亿航智能", - "低空设计", - "低空经济产业链汇集", - "小鹏汇天", - "小鹏汇天供应商", - "飞行汽车eVTOL", - "长安飞行汽车机器人概念" + "理想汽车" ] } ] }, { - "lv1": "教育与人口", - "lv1_id": "L1_EducationDemographics", + "lv1": "社会民生", + "lv1_id": "SOCIAL_LIVELIHOOD", "children": [ { - "lv2": "生育/教育", - "lv2_id": "L1_EducationDemographics_L2_FertilityEducation", + "lv2": "人口与生育政策", + "lv2_id": "POPULATION_FERTILITY_POLICY", "concepts": [ "三胎", "多胎", @@ -1319,29 +1189,92 @@ ] }, { - "lv1": "科技前沿", - "lv1_id": "L1_FrontierTech", + "lv1": "互联网科技", + "lv1_id": "INTERNET_TECH", "children": [ { - "lv2": "量子科技", - "lv2_id": "L1_FrontierTech_L2_QuantumTech", + "lv2": "字节跳动生态", + "lv2_id": "BYTEDANCE_ECOSYSTEM", "concepts": [ - "量子材料钛酸锶", - "量子科技", - "量子科技产业链", - "量子计算", - "量子科技参股公司" + "努比亚手机", + "华为抖音支付", + "字节概念豆包AI手机", + "字节豆包概念股", + "抖音概念", + "豆包大模型" + ] + }, + { + "lv2": "云计算与AI服务", + "lv2_id": "CLOUD_AI_SERVICES", + "children": [ + { + "lv3": "阿里云生态", + "lv3_id": "ALICLOUD_ECOSYSTEM", + "concepts": [ + "通义千问阿里云", + "阿里云通义千问", + "阿里AI千问、灵光", + "阿里“千问”项目", + "阿里AI来听", + "阿里云" + ] + }, + { + "lv3": "腾讯云生态", + "lv3_id": "TENCENTCLOUD_ECOSYSTEM", + "concepts": [ + "腾讯元宝", + "腾讯大模型", + "腾讯混元大模型", + "腾讯云及大模型合作公司" + ] + }, + { + "lv3": "其他云与AI服务", + "lv3_id": "OTHER_CLOUD_AI_SERVICES", + "concepts": [ + "云手机", + "云计算各厂商云", + "微软Azure云平台" + ] + } + ] + }, + { + "lv2": "社交媒体与跨境电商", + "lv2_id": "SOCIAL_MEDIA_CROSSBORDER_ECOM", + "concepts": [ + "TikTok", + "小红书概念", + "小红书概念股", + "敦煌网跨境电商" ] } ] }, { - "lv1": "消费", - "lv1_id": "L1_Consumer", + "lv1": "文娱传媒", + "lv1_id": "CULTURE_MEDIA", "children": [ { - "lv2": "潮玩/IP经济", - "lv2_id": "L1_Consumer_L2_TrendyPlayIP", + "lv2": "影视与IP", + "lv2_id": "FILM_TV_IP", + "concepts": [ + "出版传媒", + "周杰伦概念股", + "影视院线", + "影视IP", + "影视", + "影视传媒", + "春节档重点影片（哪吒2）", + "疯狂动物城2", + "诡秘之主" + ] + }, + { + "lv2": "潮玩与IP经济", + "lv2_id": "TRENDY_TOYS_IP_ECONOMY", "concepts": [ "上市潮玩盲盒公司", "卡游文创玩具", @@ -1355,46 +1288,196 @@ ] }, { - "lv2": "体育产业", - "lv2_id": "L1_Consumer_L2_SportsIndustry", + "lv2": "游戏与AIGC", + "lv2_id": "GAMING_AIGC", "concepts": [ - "体育", - "体育产业", - "冰雪经济", - "川超联赛", - "第十五届全运会", - "足球-苏超联赛、体彩", - "足球" + "AI游戏", + "乙游", + "国产游戏黑神话", + "幻兽帕鲁", + "游戏" ] }, { - "lv2": "免税/旅游零售", - "lv2_id": "L1_Consumer_L2_DutyFreeTravelRetail", + "lv2": "内容出海与新媒体", + "lv2_id": "CONTENT_GLOBAL_NEW_MEDIA", "concepts": [ - "免税离境退税", - "零售消费免税" + "传媒出海", + "漫剧", + "游戏出海", + "短剧", + "腾讯短剧重点名单" + ] + } + ] + }, + { + "lv1": "资源", + "lv1_id": "RESOURCES", + "children": [ + { + "lv2": "有色金属", + "lv2_id": "NON_FERROUS_METALS", + "concepts": [ + "化工有色元素周期表", + "有色金属", + "铜产业", + "铜" ] }, { - "lv2": "食品安全/预制菜", - "lv2_id": "L1_Consumer_L2_FoodSafetyPrecooked", + "lv2": "战略稀有金属", + "lv2_id": "STRATEGIC_RARE_METALS", + "concepts": [ + "稀土", + "钨金属", + "钴", + "钼金属", + "钴金属", + "锡矿" + ] + }, + { + "lv2": "战略资源与化肥", + "lv2_id": "STRATEGIC_RESOURCES_FERTILIZER", + "concepts": [ + "钾肥氯化钾", + "电解铝" + ] + } + ] + }, + { + "lv1": "前沿科技", + "lv1_id": "FRONTIER_TECHNOLOGY", + "children": [ + { + "lv2": "量子科技", + "lv2_id": "QUANTUM_TECHNOLOGY", + "concepts": [ + "量子材料钛酸锶", + "量子科技", + "量子科技产业链", + "量子计算", + "量子科技参股公司" + ] + } + ] + }, + { + "lv1": "食品饮料", + "lv1_id": "FOOD_BEVERAGE", + "children": [ + { + "lv2": "新型食品", + "lv2_id": "NEW_FOODS", "concepts": [ - "食品安全", - "食品安全全链条", - "预制菜", "人造肉" ] + } + ] + }, + { + "lv1": "信息安全", + "lv1_id": "CYBERSECURITY", + "children": [ + { + "lv2": "网络与数据安全", + "lv2_id": "NETWORK_DATA_SECURITY", + "concepts": [ + "信息安全", + "安全概念股", + "网络安全", + "通信安全" + ] }, { - "lv2": "农产品周期", - "lv2_id": "L1_Consumer_L2_AgriCycles", + "lv2": "汽车安全", + "lv2_id": "AUTOMOTIVE_SECURITY", "concepts": [ - "生猪", - "牛肉" + "汽车安全" + ] + } + ] + }, + { + "lv1": "低空经济", + "lv1_id": "LOW_ALTITUDE_ECONOMY", + "children": [ + { + "lv2": "低空经济整机与应用", + "lv2_id": "LAE_VEHICLES_APPLICATIONS", + "concepts": [ + "亿航智能订单量", + "低空经济&飞行汽车", + "低空经济", + "低空物流", + "低空经济亿航智能", + "小鹏汇天", + "小鹏汇天供应商", + "飞行汽车eVTOL", + "长安飞行汽车机器人概念" + ] + }, + { + "lv2": "低空经济基础设施与政策", + "lv2_id": "LAE_INFRASTRUCTURE_POLICY", + "concepts": [ + "eVTOL材料", + "低空管控", + "低空设计", + "低空经济产业链汇集" + ] + } + ] + }, + { + "lv1": "华为生态", + "lv1_id": "HUAWEI_ECOSYSTEM_MAIN", + "children": [ + { + "lv2": "华为AI与算力", + "lv2_id": "HUAWEI_AI_COMPUTE", + "concepts": [ + "华为通信大模型", + "华为存储OceanStor", + "华为910C", + "华为云", + "华为AI存储", + "华为AI容器", + "华为昇腾", + "华为昇腾超节点", + "昇腾异构计算架构-CANN", + "磁电存储" + ] + }, + { + "lv2": "华为综合主题", + "lv2_id": "HUAWEI_GENERAL_THEMES", + "concepts": [ + "华为", + "华字辈" + ] + }, + { + "lv2": "华为通信与芯片", + "lv2_id": "HUAWEI_COMM_CHIP", + "concepts": [ + "华为5G", + "华为海思星闪", + "华为麒麟芯片" ] } ] } ], - "uncategorized": [] + "uncategorized": [ + "“马”字辈", + "长安的荔枝", + "韦神概念股", + "高温概念", + "孙潇雅团队概念股", + "安保概念", + "涨价概念" + ] } \ No newline at end of file