feat: 10.10线上最新代码提交
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public/htmls/AI军工.html
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public/htmls/AI军工.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>AI军工概念分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- Nucleo Icons -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.min.css?v=1.2.0" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0f172a;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(100, 116, 139, 0.3);
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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border-radius: 50%;
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background-color: #3b82f6;
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position: absolute;
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left: -8px;
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top: 5px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 21px;
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bottom: 0;
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width: 2px;
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background-color: #334155;
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}
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.highlight {
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color: #60a5fa;
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font-weight: 600;
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}
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.table-responsive {
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overflow-x: auto;
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}
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.table {
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width: 100%;
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color: #e2e8f0;
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}
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.table th {
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background-color: rgba(30, 41, 59, 0.9);
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color: #94a3b8;
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font-weight: 600;
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text-transform: uppercase;
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font-size: 0.75rem;
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padding: 0.75rem;
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}
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.table td {
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padding: 0.75rem;
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border-top: 1px solid rgba(100, 116, 139, 0.2);
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}
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.badge {
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display: inline-block;
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padding: 0.25rem 0.5rem;
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font-size: 0.75rem;
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font-weight: 600;
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border-radius: 0.25rem;
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}
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.badge-blue {
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background-color: rgba(59, 130, 246, 0.2);
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color: #60a5fa;
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}
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.badge-green {
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background-color: rgba(34, 197, 94, 0.2);
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color: #4ade80;
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}
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.badge-purple {
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background-color: rgba(168, 85, 247, 0.2);
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color: #a78bfa;
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}
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.badge-amber {
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background-color: rgba(245, 158, 11, 0.2);
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color: #fbbf24;
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}
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.card-title {
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color: #f1f5f9;
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font-weight: 700;
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margin-bottom: 1rem;
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}
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.card-subtitle {
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color: #94a3b8;
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font-weight: 500;
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margin-bottom: 0.5rem;
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}
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.section-title {
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color: #f1f5f9;
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font-weight: 700;
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font-size: 1.5rem;
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margin-bottom: 1.5rem;
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position: relative;
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display: inline-block;
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}
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.section-title:after {
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content: '';
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position: absolute;
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bottom: -8px;
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left: 0;
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width: 50px;
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height: 3px;
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background-color: #3b82f6;
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}
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.timeline-item {
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position: relative;
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padding-left: 24px;
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margin-bottom: 1.5rem;
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}
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.timeline-date {
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color: #60a5fa;
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font-weight: 600;
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margin-bottom: 0.25rem;
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}
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.timeline-content {
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color: #cbd5e1;
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}
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.quote {
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border-left: 3px solid #3b82f6;
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padding-left: 1rem;
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margin: 1rem 0;
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color: #cbd5e1;
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}
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.risk-item {
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margin-bottom: 0.75rem;
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position: relative;
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padding-left: 1.5rem;
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}
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.risk-item:before {
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content: '⚠️';
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position: absolute;
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left: 0;
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}
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.conclusion-box {
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.2) 0%, rgba(99, 102, 241, 0.2) 100%);
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border: 1px solid rgba(59, 130, 246, 0.3);
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border-radius: 0.5rem;
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padding: 1.5rem;
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margin-top: 2rem;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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@media (max-width: 768px) {
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.table-responsive {
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overflow-x: scroll;
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}
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.section-title {
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font-size: 1.25rem;
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}
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}
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</style>
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</head>
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<body class="gradient-bg">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">AI军工概念分析</h1>
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<p class="text-lg text-blue-300 max-w-3xl mx-auto">人工智能与军事科技融合的新纪元，从技术验证到订单落地的关键转型期</p>
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</div>
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<!-- 概念概述 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">概念概述</h2>
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<p class="text-lg mb-4">AI军工是指将人工智能技术应用于军事领域的产业生态，涵盖智能无人装备、军事指挥控制系统、战场数据分析等多个方向。当前，AI军工已从技术验证阶段进入订单落地初期，预计2025-2027年将迎来采购高峰。</p>
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<div class="quote">
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<p class="text-lg">AI军工的胜负手不在算法，而在<span class="highlight">谁能先拿到军方数据+低成本量产订单</span>。</p>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">概念事件</h2>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="timeline-date">2024年8月</div>
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<div class="timeline-content">马斯克访问西点军校，强调"AI+无人机是未来战争核心"，引发全球对军事AI的战略关注。</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="timeline-date">2024年12月</div>
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<div class="timeline-content">美国Palantir市值突破<span class="highlight">2714亿美元</span>，超越洛克希德·马丁（996亿美元），成为军工AI商业化标杆。</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="timeline-date">2025年2月</div>
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<div class="timeline-content">美国国防部启动"复制者计划"，计划2025年8月前部署<span class="highlight">数千个AI驱动的无人系统</span>；中国军方密集调研寒武纪、科大讯飞等企业，推动国产军工大模型落地。</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="timeline-date">2025年3月</div>
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<div class="timeline-content">中国《军队装备科研条例》正式实施，明确"AI+无人装备"为"十五五"规划重点；能科科技披露<span class="highlight">2024年军工AI订单3亿元</span>，2025-2026年预计增至<span class="highlight">6亿/11亿元</span>。</div>
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</div>
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</div>
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</div>
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<!-- 核心观点 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-blue-400"></i>
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</div>
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<h3 class="text-lg font-semibold">阶段判断</h3>
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</div>
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<p>AI军工已从"技术验证"进入"订单落地"初期，中美同步加速，中国2025-2027年或迎<span class="highlight">军工AI采购高峰</span>。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-green-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-green-400"></i>
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</div>
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<h3 class="text-lg font-semibold">核心驱动力</h3>
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</div>
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<p>政策（"十四五"收官+"十五五"规划）+ 实战需求（俄乌战争验证AI效能）+ 技术成熟（国产芯片/大模型突破）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-5">
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<div class="flex items-center mb-3">
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<div class="w-10 h-10 rounded-full bg-purple-500 bg-opacity-20 flex items-center justify-center mr-3">
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<i class="fas fa-globe text-purple-400"></i>
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</div>
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<h3 class="text-lg font-semibold">未来潜力</h3>
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</div>
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<p>全球军事AI市场<span class="highlight">2023-2028年CAGR 33.3%</span>（MarketsandMarkets），中国军工AI渗透率不足5%，替代空间巨大。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">核心逻辑与市场认知分析</h2>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-landmark text-blue-400 mr-2"></i>政策强制
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</h4>
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<p>中国2025年国防预算<span class="highlight">1.77-1.79万亿元</span>（同比+6-7%），明确向"智能化"倾斜；美军2025年AI预算<span class="highlight">178亿美元</span>（+45%）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-shield-alt text-green-400 mr-2"></i>实战验证
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</h4>
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<p>俄乌战争中，AI使乌军"发现-打击"周期从<span class="highlight">12小时压缩至1分钟</span>（Palantir Maven系统）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-microchip text-purple-400 mr-2"></i>技术拐点
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</h4>
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<p>国产GPU（景嘉微）、FPGA（紫光国微）突破英伟达封锁，DeepSeek等开源模型降低军工AI部署成本<span class="highlight">80%</span>（路演数据）。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-file-alt text-amber-400 mr-2"></i>研报密度
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</h4>
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<p>2025年2-3月，中信、广发、长江等<span class="highlight">10+家券商</span>发布AI军工专题，提及标的<span class="highlight">超50家</span>。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<h4 class="font-semibold mb-2 flex items-center">
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<i class="fas fa-balance-scale text-amber-400 mr-2"></i>情绪分化
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</h4>
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<p>机构乐观（能科科技50倍PS估值），但路演显示<span class="highlight">军工AI订单仍以小批量试点为主</span>（如振芯科技3.2亿框架协议仅占其营收30%）。</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差</h3>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="mb-3">
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<h4 class="font-semibold mb-1">市场忽略点</h4>
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<p>军工AI的核心壁垒是<span class="highlight">数据闭环</span>（如712所LVC训练体系积累5000万+样本），而非单纯算法；<span class="highlight">低成本蜂群武器</span>（如Anduril梭鱼导弹）可能颠覆传统装备估值逻辑。</p>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="section-title">关键催化剂与未来发展路径</h2>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-2">
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<span class="text-blue-400 font-bold">1</span>
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</div>
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<h4 class="font-semibold">2025年6月</h4>
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</div>
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<p>中国"十五五"军工规划草案或明确<span class="highlight">无人装备采购量</span>（市场预期无人机蜂群<span class="highlight">10万架级</span>）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-2">
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<span class="text-blue-400 font-bold">2</span>
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</div>
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<h4 class="font-semibold">2025年Q3</h4>
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</div>
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<p>能科科技、中科星图等披露<span class="highlight">军工AI大单</span>（需验证是否达预期）。</p>
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</div>
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<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
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<div class="flex items-center mb-2">
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<div class="w-8 h-8 rounded-full bg-blue-500 bg-opacity-20 flex items-center justify-center mr-2">
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<span class="text-blue-400 font-bold">3</span>
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</div>
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<h4 class="font-semibold">2025年8月</h4>
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</div>
|
||||
<p>美国"复制者计划"首批<span class="highlight">AI无人机中队</span>部署，或刺激中国对标采购。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2">2025-2027年</h4>
|
||||
<p>军工AI从"单点应用"（如目标识别）向<span class="highlight">体系化作战</span>（OODA全链路AI化）升级。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2">2028-2030年</h4>
|
||||
<p><span class="highlight">软件定义制造</span>（如Anduril Arsenal-1工厂）或在中国复制，推动<span class="highlight">低成本智能武器</span>规模化（单价或降至<span class="highlight">1万美元以下</span>）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="section-title">产业链与核心公司深度剖析</h2>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-3 text-center text-blue-300">上游</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-microchip text-blue-400 mr-2"></i>
|
||||
<span>算力芯片（景嘉微GPU、紫光国微FPGA）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-satellite-dish text-blue-400 mr-2"></i>
|
||||
<span>传感器（睿创微纳红外）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-database text-blue-400 mr-2"></i>
|
||||
<span>数据（中科星图遥感）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-3 text-center text-green-300">中游</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-brain text-green-400 mr-2"></i>
|
||||
<span>算法平台（能科科技军工大模型）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-vr-cardboard text-green-400 mr-2"></i>
|
||||
<span>仿真AI（华如科技）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-3 text-center text-purple-300">下游</h4>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-helicopter text-purple-400 mr-2"></i>
|
||||
<span>无人装备（航天彩虹无人机）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-robot text-purple-400 mr-2"></i>
|
||||
<span>无人战车（内蒙一机）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-satellite text-purple-400 mr-2"></i>
|
||||
<span>指控系统（科思科技火控AI）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-slate-800 bg-opacity-50 rounded-lg">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="py-3 px-4 text-left">公司</th>
|
||||
<th class="py-3 px-4 text-left">卡位优势</th>
|
||||
<th class="py-3 px-4 text-left">风险点</th>
|
||||
<th class="py-3 px-4 text-left">估值逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-t border-slate-700">
|
||||
<td class="py-3 px-4 font-semibold">能科科技</td>
|
||||
<td class="py-3 px-4">华为军工AI唯一合作方，订单<span class="highlight">3→11亿</span></td>
|
||||
<td class="py-3 px-4">客户集中度高（依赖H公司）</td>
|
||||
<td class="py-3 px-4">50倍PS（对标Palantir）</td>
|
||||
</tr>
|
||||
<tr class="border-t border-slate-700">
|
||||
<td class="py-3 px-4 font-semibold">科思科技</td>
|
||||
<td class="py-3 px-4">指控系统+自组网芯片，数据壁垒深</td>
|
||||
<td class="py-3 px-4">研发进度可能滞后</td>
|
||||
<td class="py-3 px-4">32倍PS（2024E）</td>
|
||||
</tr>
|
||||
<tr class="border-t border-slate-700">
|
||||
<td class="py-3 px-4 font-semibold">中科星图</td>
|
||||
<td class="py-3 px-4">数字地球+AI，军方数据授权稀缺</td>
|
||||
<td class="py-3 px-4">民用业务占比高，军工订单波动</td>
|
||||
<td class="py-3 px-4">卫星互联网溢价</td>
|
||||
</tr>
|
||||
<tr class="border-t border-slate-700">
|
||||
<td class="py-3 px-4 font-semibold">振芯科技</td>
|
||||
<td class="py-3 px-4">机器狗视觉"大脑"，3.2亿订单验证</td>
|
||||
<td class="py-3 px-4">订单可持续性存疑</td>
|
||||
<td class="py-3 px-4">军工机器人主题炒作</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<h3 class="text-xl font-semibold mb-4 mt-6 text-blue-300">验证与证伪</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 text-amber-300">数据矛盾</h4>
|
||||
<p>广发研报称"军工AI企业市值超洛马"，但<span class="highlight">国内军工AI收入占比普遍<10%</span>（如紫光国微AI芯片收入未单列）。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 text-amber-300">技术风险</h4>
|
||||
<p>国产GPU（景嘉微）性能仅为英伟达A100的<span class="highlight">30%</span>，可能限制大模型部署规模。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="section-title">潜在风险与挑战</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">技术风险</h3>
|
||||
<div class="risk-item">
|
||||
<p><span class="highlight">算法黑箱</span>：军事AI需可解释性，当前大模型决策逻辑不透明（如DeepSeek军事化版本未开源）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">商业化风险</h3>
|
||||
<div class="risk-item">
|
||||
<p><span class="highlight">成本悖论</span>：低成本蜂群武器（如Anduril梭鱼）需百万级量产才经济，中国军工采购习惯小批量高端，可能抑制需求。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">政策风险</h3>
|
||||
<div class="risk-item">
|
||||
<p><span class="highlight">伦理争议</span>：联合国正讨论限制自主武器公约，或影响AI军工出口（如中国无人机军贸）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-4 text-blue-300">信息矛盾</h3>
|
||||
<div class="risk-item">
|
||||
<p><span class="highlight">订单口径</span>：能科科技"3亿订单"为框架协议，实际落地可能分3年执行，存在收入确认延迟风险。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="section-title">综合结论与投资启示</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||||
<p>AI军工处于<span class="highlight">主题炒作向基本面过渡</span>阶段，2025年Q3订单验证是关键分水岭。</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3 text-blue-300">高价值细分</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-database text-green-400 mr-2"></i>数据闭环型公司
|
||||
</h4>
|
||||
<p>如中科星图、712所关联企业——壁垒最深，估值弹性大。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-fighter-jet text-purple-400 mr-2"></i>低成本蜂群武器供应链
|
||||
</h4>
|
||||
<p>如航天彩虹+配套芯片——政策催化强，但需跟踪量产节奏。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3 text-blue-300">跟踪指标</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-clipboard-list text-amber-400 mr-2"></i>订单密度
|
||||
</h4>
|
||||
<p>2025年军工AI相关合同公告金额（需<span class="highlight">单季度超10亿</span>确认景气）。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-slate-800 bg-opacity-50 rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-microchip text-amber-400 mr-2"></i>芯片国产化率
|
||||
</h4>
|
||||
<p>国产GPU在军工AI项目中的<span class="highlight">渗透率</span>（当前<5%，目标2026年30%）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="conclusion-box">
|
||||
<p class="text-lg font-semibold">一句话总结：AI军工的胜负手不在算法，而在<span class="highlight">谁能先拿到军方数据+低成本量产订单</span>。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票表格 -->
|
||||
<div class="card rounded-xl p-6 mb-8">
|
||||
<h2 class="section-title">关联股票</h2>
|
||||
<div class="table-responsive">
|
||||
<table class="table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>分类</th>
|
||||
<th>行业</th>
|
||||
<th>关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>景嘉微</td>
|
||||
<td><span class="badge badge-blue">基础底座-算力</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>提供GPU芯片，属于AI军工算力基础设施</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>复旦微电</td>
|
||||
<td><span class="badge badge-blue">基础底座-算力</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>提供存储芯片和FPGA芯片，支撑AI算力</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>成都华微</td>
|
||||
<td><span class="badge badge-blue">基础底座-算力</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>提供FPGA芯片，属于AI算力核心部件</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>航宇微</td>
|
||||
<td><span class="badge badge-blue">基础底座-算力</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>提供SOC芯片，支撑AI计算</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>索辰科技</td>
|
||||
<td><span class="badge badge-green">基础底座-算法</span></td>
|
||||
<td>软件/算法</td>
|
||||
<td>专注于仿真算法研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>华如科技</td>
|
||||
<td><span class="badge badge-green">基础底座-算法</span></td>
|
||||
<td>软件/算法</td>
|
||||
<td>提供军事仿真算法解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>能科科技</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>提供工业数据采集与分析服务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>航锦科技</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>涉及军工数据处理业务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>观想科技</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>专注于装备数据管理</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>兴图新科</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>提供视频数据处理技术</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>佳缘科技</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>涉及军工数据安全</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>邦彦技术</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>提供军工通信数据系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>格灵深瞳</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>AI视觉数据分析</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>品高股份</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>提供云计算与数据服务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中科星图</td>
|
||||
<td><span class="badge badge-purple">基础底座-数据</span></td>
|
||||
<td>数据服务</td>
|
||||
<td>地理空间数据处理</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>复旦微电</td>
|
||||
<td><span class="badge badge-amber">端侧芯片</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>存储芯片供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>成都华微</td>
|
||||
<td><span class="badge badge-amber">端侧芯片</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>FPGA芯片设计</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>航宇微</td>
|
||||
<td><span class="badge badge-amber">端侧芯片</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>SOC芯片供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>紫光国微</td>
|
||||
<td><span class="badge badge-amber">端侧芯片</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>ASIC芯片设计</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>景嘉微</td>
|
||||
<td><span class="badge badge-amber">端侧芯片</span></td>
|
||||
<td>半导体/芯片</td>
|
||||
<td>GPU芯片研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>七一二</td>
|
||||
<td><span class="badge badge-blue">特种通信</span></td>
|
||||
<td>通信设备</td>
|
||||
<td>军工通信设备制造商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>海格通信</td>
|
||||
<td><span class="badge badge-blue">特种通信</span></td>
|
||||
<td>通信设备</td>
|
||||
<td>军用通信系统供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>移远通信</td>
|
||||
<td><span class="badge badge-blue">特种通信</span></td>
|
||||
<td>通信设备</td>
|
||||
<td>物联网通信模块</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>振芯科技</td>
|
||||
<td><span class="badge badge-blue">特种通信</span></td>
|
||||
<td>通信设备</td>
|
||||
<td>北斗导航与通信</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>建设工业</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>军工机器人研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>晶品特装</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>军用机器人制造商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>新兴装备</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>无人机/机器人系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>四川长虹</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>军工电子设备</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>内蒙一机</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>装甲车辆无人化</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>道通科技</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>无人机智能系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>大立科技</td>
|
||||
<td><span class="badge badge-green">无人装备-机器人/狗</span></td>
|
||||
<td>特种装备</td>
|
||||
<td>红外热成像应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>洪都航空</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>无人机整机制造</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>航天发展</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>导弹与无人机系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>航天彩虹</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>无人机及锂电供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>星网宇达</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>无人机导航系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中无人机</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>翼龙无人机制造商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>光启技术</td>
|
||||
<td><span class="badge badge-purple">无人装备-无人机</span></td>
|
||||
<td>航空航天</td>
|
||||
<td>超材料无人机应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>西部材料</td>
|
||||
<td><span class="badge badge-amber">无人装备-水下无人装备</span></td>
|
||||
<td>新材料</td>
|
||||
<td>钛合金材料供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中国海防</td>
|
||||
<td><span class="badge badge-amber">无人装备-水下无人装备</span></td>
|
||||
<td>海洋装备</td>
|
||||
<td>水下探测与通信系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>高德红外</td>
|
||||
<td><span class="badge badge-blue">红外热成像</span></td>
|
||||
<td>光电设备</td>
|
||||
<td>红外热成像技术领先</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>富吉瑞</td>
|
||||
<td><span class="badge badge-blue">红外热成像</span></td>
|
||||
<td>光电设备</td>
|
||||
<td>红外热像仪研发</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>火炬电子</td>
|
||||
<td><span class="badge badge-green">电子元器件</span></td>
|
||||
<td>电子元件</td>
|
||||
<td>军用电子元器件</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>国博电子</td>
|
||||
<td><span class="badge badge-green">电子元器件</span></td>
|
||||
<td>电子元件</td>
|
||||
<td>射频集成电路</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>臻雷科技</td>
|
||||
<td><span class="badge badge-green">电子元器件</span></td>
|
||||
<td>电子元件</td>
|
||||
<td>军用射频微波器件</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
tsParticles.load("particles-js", {
|
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particles: {
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number: {
|
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value: 80,
|
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|
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value_area: 800
|
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}
|
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},
|
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|
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value: "#3b82f6"
|
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},
|
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|
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},
|
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|
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value: 0.5,
|
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random: false,
|
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anim: {
|
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enable: false,
|
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speed: 1,
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opacity_min: 0.1,
|
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sync: false
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}
|
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},
|
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size: {
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value: 3,
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random: true,
|
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anim: {
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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</script>
|
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</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user