update pay function
This commit is contained in:
553
public/htmls/TPU芯片.html
Normal file
553
public/htmls/TPU芯片.html
Normal file
@@ -0,0 +1,553 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>TPU芯片 - AI算力的架构革命</title>
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
|
||||
<link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
|
||||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
|
||||
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.glass-effect {
|
||||
background: rgba(255, 255, 255, 0.1);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||||
}
|
||||
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
|
||||
.timeline-dot {
|
||||
position: relative;
|
||||
z-index: 1;
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
position: absolute;
|
||||
left: 50%;
|
||||
top: 0;
|
||||
bottom: 0;
|
||||
width: 2px;
|
||||
background: linear-gradient(to bottom, transparent, #667eea, #764ba2, transparent);
|
||||
transform: translateX(-50%);
|
||||
}
|
||||
|
||||
.stat-card {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.stat-card:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
|
||||
.table-responsive {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.table-responsive::-webkit-scrollbar {
|
||||
height: 8px;
|
||||
}
|
||||
|
||||
.table-responsive::-webkit-scrollbar-track {
|
||||
background: #f1f1f1;
|
||||
border-radius: 10px;
|
||||
}
|
||||
|
||||
.table-responsive::-webkit-scrollbar-thumb {
|
||||
background: #888;
|
||||
border-radius: 10px;
|
||||
}
|
||||
|
||||
.table-responsive::-webkit-scrollbar-thumb:hover {
|
||||
background: #555;
|
||||
}
|
||||
|
||||
.pulse-animation {
|
||||
animation: pulse 2s infinite;
|
||||
}
|
||||
|
||||
@keyframes pulse {
|
||||
0% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
|
||||
}
|
||||
70% {
|
||||
box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
|
||||
}
|
||||
100% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<!-- Hero Section -->
|
||||
<div class="relative min-h-screen flex items-center justify-center text-white">
|
||||
<div class="absolute inset-0 bg-black opacity-50"></div>
|
||||
<div class="relative z-10 text-center px-4 max-w-6xl mx-auto">
|
||||
<h1 class="text-5xl md:text-7xl font-bold mb-6" data-aos="fade-up">
|
||||
TPU芯片
|
||||
</h1>
|
||||
<p class="text-xl md:text-3xl mb-8" data-aos="fade-up" data-aos-delay="200">
|
||||
AI算力的架构革命
|
||||
</p>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-12" data-aos="fade-up" data-aos-delay="400">
|
||||
<div class="glass-effect p-6 rounded-2xl">
|
||||
<div class="text-4xl font-bold mb-2">4614</div>
|
||||
<div class="text-lg">TFLOPS算力</div>
|
||||
<div class="text-sm mt-2 opacity-80">TPU v7 (Ironwood)</div>
|
||||
</div>
|
||||
<div class="glass-effect p-6 rounded-2xl">
|
||||
<div class="text-4xl font-bold mb-2">980万亿</div>
|
||||
<div class="text-lg">Tokens调用量</div>
|
||||
<div class="text-sm mt-2 opacity-80">2025年7月预期</div>
|
||||
</div>
|
||||
<div class="glass-effect p-6 rounded-2xl">
|
||||
<div class="text-4xl font-bold mb-2">3-5倍</div>
|
||||
<div class="text-lg">性价比优势</div>
|
||||
<div class="text-sm mt-2 opacity-80">对比GPU</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 animate-bounce">
|
||||
<svg class="w-6 h-6" fill="none" stroke="currentColor" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3"></path>
|
||||
</svg>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Timeline Section -->
|
||||
<div class="py-20 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">发展时间轴</h2>
|
||||
<div class="relative">
|
||||
<div class="timeline-line hidden md:block"></div>
|
||||
<div class="space-y-12">
|
||||
<div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
|
||||
<div class="md:w-1/2 md:pr-8 text-right">
|
||||
<div class="glass-effect p-6 rounded-xl inline-block">
|
||||
<h3 class="text-2xl font-bold mb-2">2023年12月</h3>
|
||||
<p class="text-gray-600">发布TPU v5p，性能较v4提升2.8倍</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
|
||||
<div class="md:w-1/2 md:pl-8"></div>
|
||||
</div>
|
||||
|
||||
<div class="flex flex-col md:flex-row items-center" data-aos="fade-left">
|
||||
<div class="md:w-1/2 md:pr-8"></div>
|
||||
<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
|
||||
<div class="md:w-1/2 md:pl-8">
|
||||
<div class="glass-effect p-6 rounded-xl inline-block">
|
||||
<h3 class="text-2xl font-bold mb-2">2024年8月</h3>
|
||||
<p class="text-gray-600">苹果使用8192颗TPU v4训练AI模型</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
|
||||
<div class="md:w-1/2 md:pr-8 text-right">
|
||||
<div class="glass-effect p-6 rounded-xl inline-block pulse-animation">
|
||||
<h3 class="text-2xl font-bold mb-2">2025年4月9日</h3>
|
||||
<p class="text-gray-600">TPU v7 (Ironwood)正式发布</p>
|
||||
<p class="text-sm text-purple-600 mt-2">4614 TFLOPS算力 · 192GB HBM3e</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
|
||||
<div class="md:w-1/2 md:pl-8"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Core Logic Section -->
|
||||
<div class="py-20 bg-gray-50">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">核心驱动力</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
|
||||
<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="100">
|
||||
<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
|
||||
<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M7 19h10a2 2 0 002-2V7a2 2 0 00-2-2H7a2 2 0 00-2 2v10a2 2 0 002 2zM9 9h6v6H9V9z"></path>
|
||||
</svg>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4">硬件架构颠覆</h3>
|
||||
<p class="text-gray-600 mb-4">脉动阵列 + 3D Torus网络拓扑</p>
|
||||
<div class="text-sm text-purple-600 font-semibold">
|
||||
利用率: 50%+ (GPU仅20-40%)
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="200">
|
||||
<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
|
||||
<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4">TCO碾压优势</h3>
|
||||
<p class="text-gray-600 mb-4">租赁成本仅为H100的1/4</p>
|
||||
<div class="text-sm text-purple-600 font-semibold">
|
||||
H100: 7万美元/月 → TPU: 3万美元/月
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="300">
|
||||
<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
|
||||
<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
|
||||
</svg>
|
||||
</div>
|
||||
<h3 class="text-xl font-bold mb-4">生态开放拐点</h3>
|
||||
<p class="text-gray-600 mb-4">TPU+XLA对标GPU+CUDA</p>
|
||||
<div class="text-sm text-purple-600 font-semibold">
|
||||
Meta、OpenAI等外部客户接入
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain Section -->
|
||||
<div class="py-20 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">产业链价值分布</h2>
|
||||
<div class="mb-12">
|
||||
<canvas id="valueChart" width="400" height="200"></canvas>
|
||||
</div>
|
||||
<div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-center">
|
||||
<div class="p-4 bg-purple-50 rounded-lg">
|
||||
<div class="text-2xl font-bold text-purple-600">30-35%</div>
|
||||
<div class="text-gray-600">PCB</div>
|
||||
</div>
|
||||
<div class="p-4 bg-blue-50 rounded-lg">
|
||||
<div class="text-2xl font-bold text-blue-600">20-25%</div>
|
||||
<div class="text-gray-600">HBM</div>
|
||||
</div>
|
||||
<div class="p-4 bg-green-50 rounded-lg">
|
||||
<div class="text-2xl font-bold text-green-600">15-20%</div>
|
||||
<div class="text-gray-600">电源模块</div>
|
||||
</div>
|
||||
<div class="p-4 bg-yellow-50 rounded-lg">
|
||||
<div class="text-2xl font-bold text-yellow-600">10-15%</div>
|
||||
<div class="text-gray-600">OCS光交换</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Stocks Table Section -->
|
||||
<div class="py-20 bg-gray-50">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">相关标的</h2>
|
||||
<div class="table-responsive bg-white rounded-2xl shadow-xl overflow-hidden">
|
||||
<table class="w-full">
|
||||
<thead class="bg-gradient-to-r from-purple-600 to-purple-800 text-white">
|
||||
<tr>
|
||||
<th class="px-6 py-4 text-left">股票名称</th>
|
||||
<th class="px-6 py-4 text-left">分类</th>
|
||||
<th class="px-6 py-4 text-left">相关性</th>
|
||||
<th class="px-6 py-4 text-left">信源</th>
|
||||
<th class="px-6 py-4 text-center">优先级</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">光库科技</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-primary">OCS光交换</span></td>
|
||||
<td class="px-6 py-4">谷歌OCS独家代工厂，单台3万美元</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">新雷能</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-secondary">电源</span></td>
|
||||
<td class="px-6 py-4">意向订单超5亿美元，国产替代</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">胜宏科技</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
|
||||
<td class="px-6 py-4">V7大份额一供，价值量翻倍</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">沪电股份</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
|
||||
<td class="px-6 py-4">供应份额30-40%，主导30-40层板</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">中际旭创</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-info">光模块</span></td>
|
||||
<td class="px-6 py-4">谷歌份额60%+，确定性最高</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">东材科技</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-warning">M9材料</span></td>
|
||||
<td class="px-6 py-4">台光核心高速树脂主力供应商</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">天普股份</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-error">国产TPU</span></td>
|
||||
<td class="px-6 py-4">中昊芯英拟要约收购</td>
|
||||
<td class="px-6 py-4">公告</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-purple-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">深南电路</td>
|
||||
<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
|
||||
<td class="px-6 py-4">供应V7 44层板，份额10-15%</td>
|
||||
<td class="px-6 py-4">网传纪要</td>
|
||||
<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Risks Section -->
|
||||
<div class="py-20 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">潜在风险</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||||
<div class="alert alert-warning shadow-lg" data-aos="fade-up">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">软件生态成熟度</h3>
|
||||
<div class="text-xs">TPU+XLA生态仍落后CUDA 5年以上</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="100">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">HBM供应瓶颈</h3>
|
||||
<div class="text-xs">2025年HBM产能被英伟达抢占</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="200">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">客户集中度风险</h3>
|
||||
<div class="text-xs">85%需求来自谷歌内部</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-warning shadow-lg" data-aos="fade-up" data-aos-delay="300">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">架构专利壁垒</h3>
|
||||
<div class="text-xs">国产TPU面临侵权风险</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="400">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">同业追赶</h3>
|
||||
<div class="text-xs">Meta、AWS ASIC 2026年量产</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="500">
|
||||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||||
</svg>
|
||||
<div>
|
||||
<h3 class="font-bold">应用场景局限</h3>
|
||||
<div class="text-xs">新兴架构(Mamba)适配性差</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Catalysts Section -->
|
||||
<div class="py-20 bg-gray-50">
|
||||
<div class="max-w-7xl mx-auto px-4">
|
||||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">关键催化剂</h2>
|
||||
<div class="timeline">
|
||||
<div class="timeline-item" data-aos="fade-up">
|
||||
<div class="timeline-marker bg-purple-600"></div>
|
||||
<div class="timeline-content">
|
||||
<h3 class="text-xl font-bold mb-2">近期 (2025Q2-Q4)</h3>
|
||||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||||
<li>Ironwood量产验证与正式上架</li>
|
||||
<li>Anthropic 100万颗TPU订单交付</li>
|
||||
<li>供应链订单落地（胜宏、光库Q2财报）</li>
|
||||
<li>国产TPU产业化突破</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item" data-aos="fade-up" data-aos-delay="200">
|
||||
<div class="timeline-marker bg-blue-600"></div>
|
||||
<div class="timeline-content">
|
||||
<h3 class="text-xl font-bold mb-2">中期 (2025-2026)</h3>
|
||||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||||
<li>JAX XLA生态开放给第三方开发者</li>
|
||||
<li>产业链进入量价齐升阶段</li>
|
||||
<li>国产TPU在特定领域落地</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item" data-aos="fade-up" data-aos-delay="400">
|
||||
<div class="timeline-marker bg-green-600"></div>
|
||||
<div class="timeline-content">
|
||||
<h3 class="text-xl font-bold mb-2">长期 (2025-2027)</h3>
|
||||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||||
<li>AI ASIC市场750亿美元三分天下</li>
|
||||
<li>TPU推理市场份额超40%</li>
|
||||
<li>HDI技术替代高多层PCB</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Conclusion Section -->
|
||||
<div class="py-20 bg-gradient-to-r from-purple-600 to-purple-800 text-white">
|
||||
<div class="max-w-4xl mx-auto px-4 text-center">
|
||||
<h2 class="text-4xl font-bold mb-8" data-aos="fade-up">投资启示</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-12">
|
||||
<div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="100">
|
||||
<h3 class="text-2xl font-bold mb-4">💡 核心策略</h3>
|
||||
<p class="text-lg">"抓两头，放中间"</p>
|
||||
<ul class="text-left mt-4 space-y-2">
|
||||
<li>• 抓"增量"：OCS、电源0到1机会</li>
|
||||
<li>• 抓"龙头"：PCB量价齐升</li>
|
||||
<li>• 避开"伪主题"：国产TPU专利风险</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="200">
|
||||
<h3 class="text-2xl font-bold mb-4">🎯 最具价值环节</h3>
|
||||
<div class="space-y-3 text-left">
|
||||
<div class="flex justify-between items-center">
|
||||
<span>光库科技(OCS)</span>
|
||||
<span class="text-yellow-300">★★★★★</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>新雷能(电源)</span>
|
||||
<span class="text-yellow-300">★★★★★</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>胜宏/沪电(PCB)</span>
|
||||
<span class="text-yellow-300">★★★★</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="text-xl italic" data-aos="fade-up" data-aos-delay="300">
|
||||
"TPU不是GPU的简单替代，而是AI算力架构的重新定义"
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="bg-gray-900 text-white py-8">
|
||||
<div class="max-w-7xl mx-auto px-4 text-center">
|
||||
<p class="text-sm opacity-75">数据来源：新闻、路演、Insight分析 | 更新时间：2025年</p>
|
||||
<p class="text-xs mt-2 opacity-50">注：投资有风险，本文仅供参考</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// Initialize AOS
|
||||
AOS.init({
|
||||
duration: 1000,
|
||||
once: true
|
||||
});
|
||||
|
||||
// Chart.js for value distribution
|
||||
const ctx = document.getElementById('valueChart').getContext('2d');
|
||||
const valueChart = new Chart(ctx, {
|
||||
type: 'doughnut',
|
||||
data: {
|
||||
labels: ['PCB', 'HBM', '电源模块', 'OCS光交换', '光模块', '其他'],
|
||||
datasets: [{
|
||||
data: [32.5, 22.5, 17.5, 12.5, 7.5, 7.5],
|
||||
backgroundColor: [
|
||||
'rgba(147, 51, 234, 0.8)',
|
||||
'rgba(59, 130, 246, 0.8)',
|
||||
'rgba(34, 197, 94, 0.8)',
|
||||
'rgba(250, 204, 21, 0.8)',
|
||||
'rgba(239, 68, 68, 0.8)',
|
||||
'rgba(107, 114, 128, 0.8)'
|
||||
],
|
||||
borderColor: [
|
||||
'rgba(147, 51, 234, 1)',
|
||||
'rgba(59, 130, 246, 1)',
|
||||
'rgba(34, 197, 94, 1)',
|
||||
'rgba(250, 204, 21, 1)',
|
||||
'rgba(239, 68, 68, 1)',
|
||||
'rgba(107, 114, 128, 1)'
|
||||
],
|
||||
borderWidth: 2
|
||||
}]
|
||||
},
|
||||
options: {
|
||||
responsive: true,
|
||||
maintainAspectRatio: false,
|
||||
plugins: {
|
||||
legend: {
|
||||
position: 'bottom',
|
||||
labels: {
|
||||
padding: 20,
|
||||
font: {
|
||||
size: 14
|
||||
}
|
||||
}
|
||||
},
|
||||
tooltip: {
|
||||
callbacks: {
|
||||
label: function(context) {
|
||||
return context.label + ': ' + context.parsed + '%';
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
// Smooth scroll
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
876
public/htmls/海军.html
Normal file
876
public/htmls/海军.html
Normal file
@@ -0,0 +1,876 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN" data-theme="dark">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>海军装备产业链深度分析 - 投资洞察</title>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@3.4.1/dist/tailwind.min.css" rel="stylesheet" type="text/css" />
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
|
||||
|
||||
* {
|
||||
font-family: 'Inter', sans-serif;
|
||||
}
|
||||
|
||||
.hero-gradient {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
}
|
||||
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0,0,0,0.3);
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
|
||||
width: 3px;
|
||||
position: absolute;
|
||||
left: 20px;
|
||||
top: 0;
|
||||
bottom: 0;
|
||||
}
|
||||
|
||||
.timeline-dot {
|
||||
width: 16px;
|
||||
height: 16px;
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
border: 3px solid #1e293b;
|
||||
border-radius: 50%;
|
||||
position: absolute;
|
||||
left: 14px;
|
||||
}
|
||||
|
||||
.progress-ring {
|
||||
transform: rotate(-90deg);
|
||||
}
|
||||
|
||||
.navy-blue {
|
||||
background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 100%);
|
||||
}
|
||||
|
||||
.glass-effect {
|
||||
background: rgba(30, 41, 59, 0.8);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||||
}
|
||||
|
||||
.table-scroll {
|
||||
overflow-x: auto;
|
||||
-webkit-overflow-scrolling: touch;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar {
|
||||
height: 8px;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar-track {
|
||||
background: #1e293b;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar-thumb {
|
||||
background: #475569;
|
||||
border-radius: 4px;
|
||||
}
|
||||
|
||||
.badge-glow {
|
||||
animation: glow 2s ease-in-out infinite;
|
||||
}
|
||||
|
||||
@keyframes glow {
|
||||
0%, 100% { box-shadow: 0 0 5px rgba(102, 126, 234, 0.5); }
|
||||
50% { box-shadow: 0 0 20px rgba(102, 126, 234, 0.8); }
|
||||
}
|
||||
|
||||
.metric-card {
|
||||
background: linear-gradient(135deg, rgba(30, 58, 138, 0.5) 0%, rgba(30, 64, 175, 0.5) 100%);
|
||||
border: 1px solid rgba(147, 197, 253, 0.3);
|
||||
}
|
||||
|
||||
.stock-table {
|
||||
font-size: 0.875rem;
|
||||
}
|
||||
|
||||
.stock-table th {
|
||||
background: rgba(30, 58, 138, 0.9);
|
||||
position: sticky;
|
||||
top: 0;
|
||||
z-index: 10;
|
||||
}
|
||||
|
||||
.stock-table td {
|
||||
border-bottom: 1px solid rgba(71, 85, 105, 0.5);
|
||||
}
|
||||
|
||||
.stock-table tr:hover {
|
||||
background: rgba(51, 65, 85, 0.3);
|
||||
}
|
||||
|
||||
.section-divider {
|
||||
height: 2px;
|
||||
background: linear-gradient(90deg, transparent, #667eea, transparent);
|
||||
margin: 3rem 0;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-slate-950 text-slate-100">
|
||||
<!-- Navigation -->
|
||||
<div class="navbar glass-effect fixed top-0 z-50 px-4">
|
||||
<div class="navbar-start">
|
||||
<a href="#" class="btn btn-ghost text-xl font-bold">
|
||||
<i class="fas fa-ship mr-2"></i>海军装备分析
|
||||
</a>
|
||||
</div>
|
||||
<div class="navbar-center hidden lg:flex">
|
||||
<ul class="menu menu-horizontal px-1">
|
||||
<li><a href="#overview">核心观点</a></li>
|
||||
<li><a href="#timeline">事件时间线</a></li>
|
||||
<li><a href="#logic">投资逻辑</a></li>
|
||||
<li><a href="#industry">产业链</a></li>
|
||||
<li><a href="#stocks">标的池</a></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="navbar-end">
|
||||
<div class="badge badge-accent badge-glow">深度研究</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Hero Section -->
|
||||
<section class="hero min-h-screen hero-gradient flex items-center">
|
||||
<div class="hero-content text-center">
|
||||
<div class="max-w-5xl">
|
||||
<h1 class="text-5xl font-bold mb-6 text-white">
|
||||
<i class="fas fa-anchor mr-3"></i>海军装备产业链
|
||||
</h1>
|
||||
<p class="text-2xl mb-8 text-slate-200">战略需求刚性化 · 装备结构拐点化 · 业绩兑现初期化</p>
|
||||
|
||||
<div class="stats shadow-2xl bg-slate-900/80 backdrop-blur rounded-box w-full">
|
||||
<div class="stat">
|
||||
<div class="stat-figure text-primary">
|
||||
<svg width="48" height="48" fill="currentColor"><path d="M24 2l5.453 11.146 12.298 1.787-8.876 8.654 2.095 12.224L24 30.077 13.13 35.811l2.095-12.224-8.876-8.654 12.298-1.787L24 2z"/></svg>
|
||||
</div>
|
||||
<div class="stat-title">优先级</div>
|
||||
<div class="stat-value text-primary">极高</div>
|
||||
<div class="stat-desc">十四五重点建设方向</div>
|
||||
</div>
|
||||
|
||||
<div class="stat">
|
||||
<div class="stat-figure text-secondary">
|
||||
<svg class="progress-ring" width="48" height="48" viewBox="0 0 36 36">
|
||||
<path class="text-slate-700" stroke="currentColor" stroke-width="3" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
|
||||
<path class="text-slate-100" stroke="currentColor" stroke-width="3" stroke-dasharray="75, 100" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
|
||||
</svg>
|
||||
</div>
|
||||
<div class="stat-title">发展阶段</div>
|
||||
<div class="stat-value text-secondary">初期</div>
|
||||
<div class="stat-desc">0-1的蓝海市场</div>
|
||||
</div>
|
||||
|
||||
<div class="stat">
|
||||
<div class="stat-figure text-accent">
|
||||
<i class="fas fa-chart-line text-4xl"></i>
|
||||
</div>
|
||||
<div class="stat-title">业绩弹性</div>
|
||||
<div class="stat-value text-accent">25%+</div>
|
||||
<div class="stat-desc">2025年预期增速</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-8 flex justify-center gap-4">
|
||||
<button class="btn btn-primary btn-lg">
|
||||
<i class="fas fa-download mr-2"></i>下载研报
|
||||
</button>
|
||||
<button class="btn btn-secondary btn-lg">
|
||||
<i class="fas fa-play-circle mr-2"></i>观看路演
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Key Metrics -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12" id="overview">核心数据洞察</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||||
<div class="metric-card rounded-xl p-6 card-hover">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-slate-400">水下装备市场空间</p>
|
||||
<p class="text-3xl font-bold text-blue-400">近千亿</p>
|
||||
</div>
|
||||
<i class="fas fa-water text-4xl text-blue-400/30"></i>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<div class="text-sm text-slate-500">未来10年需求</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="metric-card rounded-xl p-6 card-hover">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-slate-400">电磁弹射弹性</p>
|
||||
<p class="text-3xl font-bold text-purple-400">5-8亿</p>
|
||||
</div>
|
||||
<i class="fas fa-bolt text-4xl text-purple-400/30"></i>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<div class="text-sm text-slate-500">2025年增量收入</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="metric-card rounded-xl p-6 card-hover">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-slate-400">市占率龙头</p>
|
||||
<p class="text-3xl font-bold text-green-400">70-80%</p>
|
||||
</div>
|
||||
<i class="fas fa-crown text-4xl text-green-400/30"></i>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<div class="text-sm text-slate-500">中国海防水声业务</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="metric-card rounded-xl p-6 card-hover">
|
||||
<div class="flex items-center justify-between">
|
||||
<div>
|
||||
<p class="text-slate-400">装备增速</p>
|
||||
<p class="text-3xl font-bold text-orange-400">20-30%</p>
|
||||
</div>
|
||||
<i class="fas fa-rocket text-4xl text-orange-400/30"></i>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<div class="text-sm text-slate-500">十四五后期预期</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Timeline -->
|
||||
<section class="py-16 px-4" id="timeline">
|
||||
<div class="max-w-4xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12">重要事件时间线</h2>
|
||||
<div class="relative">
|
||||
<div class="timeline-line"></div>
|
||||
|
||||
<div class="relative mb-8 ml-12">
|
||||
<div class="timeline-dot" style="top: 8px;"></div>
|
||||
<div class="card glass-effect rounded-lg p-4 card-hover">
|
||||
<div class="flex justify-between items-start">
|
||||
<div>
|
||||
<span class="badge badge-primary">2024年8月</span>
|
||||
<h3 class="text-xl font-semibold mt-2">伊朗海军演习</h3>
|
||||
<p class="text-slate-400 mt-1">在阿曼海举行"力量1404"导弹演习，展示反舰能力</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="relative mb-8 ml-12">
|
||||
<div class="timeline-dot" style="top: 8px;"></div>
|
||||
<div class="card glass-effect rounded-lg p-4 card-hover">
|
||||
<div class="flex justify-between items-start">
|
||||
<div>
|
||||
<span class="badge badge-primary">2024年9月</span>
|
||||
<h3 class="text-xl font-semibold mt-2">以色列军事行动</h3>
|
||||
<p class="text-slate-400 mt-1">摧毁叙利亚舰队，地区紧张局势升级</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="relative mb-8 ml-12">
|
||||
<div class="timeline-dot" style="top: 8px;"></div>
|
||||
<div class="card glass-effect rounded-lg p-4 card-hover">
|
||||
<div class="flex justify-between items-start">
|
||||
<div>
|
||||
<span class="badge badge-secondary">2024年12月</span>
|
||||
<h3 class="text-xl font-semibold mt-2">076型四川舰出坞</h3>
|
||||
<p class="text-slate-400 mt-1">首创双舰岛+电磁弹射技术，排水量4万余吨</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="relative mb-8 ml-12">
|
||||
<div class="timeline-dot" style="top: 8px;"></div>
|
||||
<div class="card glass-effect rounded-lg p-4 card-hover">
|
||||
<div class="flex justify-between items-start">
|
||||
<div>
|
||||
<span class="badge badge-accent">2024年12月</span>
|
||||
<h3 class="text-xl font-semibold mt-2">国防部长任命</h3>
|
||||
<p class="text-slate-400 mt-1">董军（原海军首长）任国防部长，海军重点建设预期强化</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="relative mb-8 ml-12">
|
||||
<div class="timeline-dot" style="top: 8px;"></div>
|
||||
<div class="card glass-effect rounded-lg p-4 card-hover">
|
||||
<div class="flex justify-between items-start">
|
||||
<div>
|
||||
<span class="badge badge-info">2025年3月</span>
|
||||
<h3 class="text-xl font-semibold mt-2">俄罗斯海军战略</h3>
|
||||
<p class="text-slate-400 mt-1">普京批准《2050年前俄罗斯海军发展战略》</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Investment Logic -->
|
||||
<section class="py-16 px-4" id="logic">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12">投资逻辑分析</h2>
|
||||
|
||||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
|
||||
<div class="card navy-blue rounded-xl p-6">
|
||||
<div class="card-title">
|
||||
<i class="fas fa-globe-americas text-3xl mr-3"></i>
|
||||
<span>地缘政治倒逼</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p>美军"印太战略"持续施压，弗吉尼亚级潜艇年产目标从1.3艘提升至2.5艘，直接刺激中国水下攻防体系建设</p>
|
||||
<div class="mt-4">
|
||||
<span class="badge badge-error">高优先级</span>
|
||||
<span class="badge badge-warning">紧迫性强</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card navy-blue rounded-xl p-6">
|
||||
<div class="card-title">
|
||||
<i class="fas fa-exchange-alt text-3xl mr-3"></i>
|
||||
<span>战略范式转型</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p>从"黄水海军"到"蓝水海军"质变，水面防御向水下进攻转变，10年潜艇改造市场近千亿</p>
|
||||
<div class="mt-4">
|
||||
<span class="badge badge-success">结构性机会</span>
|
||||
<span class="badge badge-info">长期趋势</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card navy-blue rounded-xl p-6">
|
||||
<div class="card-title">
|
||||
<i class="fas fa-microchip text-3xl mr-3"></i>
|
||||
<span>技术代际突破</span>
|
||||
</div>
|
||||
<div class="card-body">
|
||||
<p>076型电磁弹射平台型创新，光纤水听器替代压电水听器，技术壁垒高，市场空间巨大</p>
|
||||
<div class="mt-4">
|
||||
<span class="badge badge-primary">核心技术</span>
|
||||
<span class="badge badge-accent">高壁垒</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="section-divider"></div>
|
||||
|
||||
<h3 class="text-2xl font-bold mb-6">预期差分析</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="alert alert-info">
|
||||
<i class="fas fa-info-circle"></i>
|
||||
<div>
|
||||
<h4 class="font-bold">业绩兑现节奏</h4>
|
||||
<p>潜艇改造周期18-24个月，远快于新造5-7年</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-warning">
|
||||
<i class="fas fa-exclamation-triangle"></i>
|
||||
<div>
|
||||
<h4 class="font-bold">民用市场空间</h4>
|
||||
<p>电磁弹射技术可延伸至海上风电等民用领域</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="alert alert-success">
|
||||
<i class="fas fa-shield-alt"></i>
|
||||
<div>
|
||||
<h4 class="font-bold">竞争壁垒</h4>
|
||||
<p>设计锁定+耗材更换的双重护城河</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Industry Chain -->
|
||||
<section class="py-16 px-4" id="industry">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12">产业链图谱</h2>
|
||||
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="card glass-effect rounded-xl p-6">
|
||||
<h3 class="text-2xl font-bold mb-4 text-blue-400">
|
||||
<i class="fas fa-anchor mr-2"></i>水面舰艇产业链
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">上游材料</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-outline">西部材料</span>
|
||||
<span class="badge badge-outline">亚星锚链</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">中游设备</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-primary">湘电股份</span>
|
||||
<span class="badge badge-primary">王子新材</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">下游总装</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-secondary">中国船舶</span>
|
||||
<span class="badge badge-secondary">中船防务</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-effect rounded-xl p-6">
|
||||
<h3 class="text-2xl font-bold mb-4 text-purple-400">
|
||||
<i class="fas fa-water mr-2"></i>水下攻防产业链
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">上游材料</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-outline">西部材料</span>
|
||||
<span class="badge badge-outline">宝钛股份</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">中游核心系统</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-accent">中国海防</span>
|
||||
<span class="badge badge-accent">中科海讯</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||||
<span class="font-medium">下游平台</span>
|
||||
<div class="flex gap-2">
|
||||
<span class="badge badge-info">中国重工</span>
|
||||
<span class="badge badge-info">天海防务</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-8">
|
||||
<h3 class="text-2xl font-bold mb-6">核心玩家对比</h3>
|
||||
<div class="table-scroll">
|
||||
<table class="table w-full stock-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>公司</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>竞争优势</th>
|
||||
<th>业绩弹性</th>
|
||||
<th>关键风险</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="font-bold text-primary">中国海防</td>
|
||||
<td>水下攻防装备龙头</td>
|
||||
<td>70-80%市占率</td>
|
||||
<td>⭐⭐⭐⭐⭐</td>
|
||||
<td>订单验证周期长</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-bold text-primary">湘电股份</td>
|
||||
<td>电磁弹射平台技术</td>
|
||||
<td>综合电力系统垄断</td>
|
||||
<td>⭐⭐⭐⭐</td>
|
||||
<td>技术可靠性待检验</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-bold text-primary">西部材料</td>
|
||||
<td>水下装备材料</td>
|
||||
<td>钛合金核心供应商</td>
|
||||
<td>⭐⭐⭐</td>
|
||||
<td>军品占比低</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="font-bold text-primary">中国船舶</td>
|
||||
<td>海军装备总装</td>
|
||||
<td>航母唯一建造商</td>
|
||||
<td>⭐⭐</td>
|
||||
<td>弹性相对较小</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stock Pool -->
|
||||
<section class="py-16 px-4" id="stocks">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12">海军概念股票池</h2>
|
||||
<div class="table-scroll">
|
||||
<table class="table w-full stock-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="sticky left-0 bg-slate-900">股票名称</th>
|
||||
<th>所属行业</th>
|
||||
<th>核心项目</th>
|
||||
<th>产业链环节</th>
|
||||
<th>投资逻辑</th>
|
||||
<th>数据来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中国船舶</td>
|
||||
<td>船舶制造</td>
|
||||
<td>航母、核潜艇、大型驱逐舰</td>
|
||||
<td>海军装备研发生产</td>
|
||||
<td>民用商用船舶制造营收第一，承担海军主战装备科研生产任务</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中船防务</td>
|
||||
<td>船舶制造</td>
|
||||
<td>055型驱逐舰</td>
|
||||
<td>护卫舰市场</td>
|
||||
<td>在护卫舰市场占据领先地位，参与多个重点型号建造</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中国海防</td>
|
||||
<td>海洋防务</td>
|
||||
<td>声纳装备</td>
|
||||
<td>水声电子系统</td>
|
||||
<td>国内海洋防务声纳装备核心供应商，市占率70-80%</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">湘电股份</td>
|
||||
<td>船舶动力</td>
|
||||
<td>电磁弹射系统</td>
|
||||
<td>舰船电力推进</td>
|
||||
<td>国内唯一舰船综合电力系统供应商，电磁弹射核心分包商</td>
|
||||
<td><span class="badge badge-outline">路演数据</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">西部材料</td>
|
||||
<td>金属材料</td>
|
||||
<td>钛合金结构件</td>
|
||||
<td>特种材料</td>
|
||||
<td>钛合金用于核潜艇壳体、声纳结构件，单艘价值量5-6亿</td>
|
||||
<td><span class="badge badge-outline">路演数据</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中国动力</td>
|
||||
<td>船舶动力</td>
|
||||
<td>海军舰船动力</td>
|
||||
<td>动力系统</td>
|
||||
<td>海军作战舰艇动力系统排名第一，主要供应商</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中国重工</td>
|
||||
<td>船舶制造</td>
|
||||
<td>核潜艇</td>
|
||||
<td>水下装备总装</td>
|
||||
<td>承担核潜艇建造任务，水下装备核心总装单位</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中科海讯</td>
|
||||
<td>声纳装备</td>
|
||||
<td>水声目标探测</td>
|
||||
<td>水声电子</td>
|
||||
<td>产品应用于声纳装备领域，最终用户为国家特种部门</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">天海防务</td>
|
||||
<td>特种无人船</td>
|
||||
<td>无人潜航器</td>
|
||||
<td>无人装备平台</td>
|
||||
<td>子公司金海运研发多类型特种无人船，无人装备标的</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">久之洋</td>
|
||||
<td>光电设备</td>
|
||||
<td>红外、激光、光学产品</td>
|
||||
<td>舰载光电系统</td>
|
||||
<td>中船集团旗下光电上市公司，产品涵盖四大类光电设备</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">亚光科技</td>
|
||||
<td>军用小艇</td>
|
||||
<td>冲锋舟、指挥艇</td>
|
||||
<td>特种舰艇</td>
|
||||
<td>军用冲锋舟、指挥艇等特种小艇市占率领先</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">亚星锚链</td>
|
||||
<td>链条生产</td>
|
||||
<td>船用锚链</td>
|
||||
<td>船舶配套</td>
|
||||
<td>全球最大链条生产企业，船用锚链市占率超70%</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">中船科技</td>
|
||||
<td>船舶设计</td>
|
||||
<td>船舶工业规划设计</td>
|
||||
<td>设计研发</td>
|
||||
<td>全资子公司中船九院为中国船舶工业规划设计国家队</td>
|
||||
<td><span class="badge badge-outline">公开资料</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">海兰信</td>
|
||||
<td>船舶电子</td>
|
||||
<td>首艘航母辽宁舰</td>
|
||||
<td>舰船电子系统</td>
|
||||
<td>产品已应用于包括辽宁舰在内的各类舰船</td>
|
||||
<td><span class="badge badge-outline">公告</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">国瑞科技</td>
|
||||
<td>船舶电子</td>
|
||||
<td>雷达、电子战系统</td>
|
||||
<td>军工电子信息系统</td>
|
||||
<td>参股公司中电华瑞产品涵盖雷达、电子战系统</td>
|
||||
<td><span class="badge badge-outline">网传纪要</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">泰豪科技</td>
|
||||
<td>舰载作战辅助系统</td>
|
||||
<td>航母及海军舰艇</td>
|
||||
<td>作战支持系统</td>
|
||||
<td>相关产品已应用于航母及海军舰艇</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">潍柴重机</td>
|
||||
<td>船舶动力</td>
|
||||
<td>船舶动力系统</td>
|
||||
<td>动力设备</td>
|
||||
<td>开发销售船舶动力和发电设备，市场覆盖广泛</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">江龙船艇</td>
|
||||
<td>公务执法船艇</td>
|
||||
<td>海事海警装备</td>
|
||||
<td>特种船艇</td>
|
||||
<td>产品广泛应用于海事、海关、海警等维护海洋主权领域</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">王子新材</td>
|
||||
<td>船舶电子</td>
|
||||
<td>舰船电子信息系统</td>
|
||||
<td>电子配套</td>
|
||||
<td>全资子公司中电华瑞从事舰船电子信息系统领域</td>
|
||||
<td><span class="badge badge-outline">互动</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="sticky left-0 font-bold bg-slate-800">*ST宝实</td>
|
||||
<td>船舶电器</td>
|
||||
<td>船舶消磁器</td>
|
||||
<td>船舶配套</td>
|
||||
<td>船舶消磁器业务市场占有率居首位</td>
|
||||
<td><span class="badge badge-outline">年报</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Investment Strategy -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-center mb-12">投资策略建议</h2>
|
||||
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="card bg-gradient-to-r from-green-900/50 to-green-800/30 rounded-xl p-6">
|
||||
<h3 class="text-2xl font-bold mb-4 text-green-400">
|
||||
<i class="fas fa-thumbs-up mr-2"></i>重点配置
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">中国海防</span>
|
||||
<span class="badge badge-success">首选标的</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">70%市占率+资产注入预期+业绩拐点三重逻辑</p>
|
||||
</div>
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">湘电股份</span>
|
||||
<span class="badge badge-success">弹性标的</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">电磁弹射0到1突破，2025年收入确认高峰</p>
|
||||
</div>
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">西部材料</span>
|
||||
<span class="badge badge-success">稳健标的</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">钛合金刚需，不受军品定价机制约束</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card bg-gradient-to-r from-red-900/50 to-red-800/30 rounded-xl p-6">
|
||||
<h3 class="text-2xl font-bold mb-4 text-red-400">
|
||||
<i class="fas fa-exclamation-triangle mr-2"></i>规避标的
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">王子新材</span>
|
||||
<span class="badge badge-error">伪概念</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">军品占比不足5%，与电磁弹射无技术关联</p>
|
||||
</div>
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">久之洋</span>
|
||||
<span class="badge badge-error">业绩下滑</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">民用海监设备为主，2024H1收入同比-22%</p>
|
||||
</div>
|
||||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||||
<div class="flex items-center justify-between">
|
||||
<span class="font-bold">海兰信</span>
|
||||
<span class="badge badge-error">ST风险</span>
|
||||
</div>
|
||||
<p class="text-sm text-slate-400 mt-1">军品资质不全，2024年亏损1.2亿</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="section-divider"></div>
|
||||
|
||||
<div class="alert alert-info">
|
||||
<i class="fas fa-info-circle text-2xl"></i>
|
||||
<div>
|
||||
<h4 class="font-bold text-lg">关键验证指标</h4>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
|
||||
<div>
|
||||
<span class="font-semibold">订单指标：</span>
|
||||
<p>全军装备采购信息网海军装备招标金额</p>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold">财务指标：</span>
|
||||
<p>中国海防合同负债环比增速（需持续增长30%+）</p>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold">技术节点：</span>
|
||||
<p>076型舰海试进度与电磁弹射测试结果</p>
|
||||
</div>
|
||||
<div>
|
||||
<span class="font-semibold">政策信号：</span>
|
||||
<p>2025年国防预算海军科目增速（需超20%）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="footer footer-center p-10 bg-slate-900 text-base-content">
|
||||
<div>
|
||||
<p class="font-bold text-2xl">
|
||||
<i class="fas fa-ship mr-2"></i>海军装备产业链深度分析
|
||||
</p>
|
||||
<p class="text-slate-400">专业投资研究 · 数据驱动决策</p>
|
||||
</div>
|
||||
<div>
|
||||
<div class="grid grid-flow-col gap-4">
|
||||
<a class="btn btn-ghost btn-circle">
|
||||
<i class="fab fa-twitter"></i>
|
||||
</a>
|
||||
<a class="btn btn-ghost btn-circle">
|
||||
<i class="fab fa-github"></i>
|
||||
</a>
|
||||
<a class="btn btn-ghost btn-circle">
|
||||
<i class="fab fa-linkedin"></i>
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<p>Copyright © 2025 - 保留所有权利</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// Smooth scroll for navigation links
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
const target = document.querySelector(this.getAttribute('href'));
|
||||
if (target) {
|
||||
target.scrollIntoView({
|
||||
behavior: 'smooth',
|
||||
block: 'start'
|
||||
});
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
// Add scroll effect to navbar
|
||||
window.addEventListener('scroll', () => {
|
||||
const navbar = document.querySelector('.navbar');
|
||||
if (window.scrollY > 100) {
|
||||
navbar.classList.add('shadow-xl');
|
||||
} else {
|
||||
navbar.classList.remove('shadow-xl');
|
||||
}
|
||||
});
|
||||
|
||||
// Animate elements on scroll
|
||||
const observerOptions = {
|
||||
threshold: 0.1,
|
||||
rootMargin: '0px 0px -50px 0px'
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.style.opacity = '1';
|
||||
entry.target.style.transform = 'translateY(0)';
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
// Observe all cards
|
||||
document.querySelectorAll('.card').forEach(card => {
|
||||
card.style.opacity = '0';
|
||||
card.style.transform = 'translateY(20px)';
|
||||
card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||||
observer.observe(card);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
648
public/htmls/谷歌概念.html
Normal file
648
public/htmls/谷歌概念.html
Normal file
@@ -0,0 +1,648 @@
|
||||
# 谷歌概念深度解析：技术霸权与算力革命
|
||||
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>谷歌概念：AI技术霸权与算力革命</title>
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||||
|
||||
* {
|
||||
font-family: 'Inter', sans-serif;
|
||||
}
|
||||
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
|
||||
.glass-effect {
|
||||
background: rgba(255, 255, 255, 0.1);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||||
}
|
||||
|
||||
.hover-lift {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.hover-lift:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
|
||||
.timeline-dot {
|
||||
position: relative;
|
||||
}
|
||||
|
||||
.timeline-dot::after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
width: 2px;
|
||||
height: 100%;
|
||||
background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
|
||||
top: 100%;
|
||||
left: 50%;
|
||||
transform: translateX(-50%);
|
||||
}
|
||||
|
||||
.timeline-dot:last-child::after {
|
||||
display: none;
|
||||
}
|
||||
|
||||
.pulse-animation {
|
||||
animation: pulse 2s infinite;
|
||||
}
|
||||
|
||||
@keyframes pulse {
|
||||
0% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
|
||||
}
|
||||
70% {
|
||||
box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
|
||||
}
|
||||
100% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
|
||||
}
|
||||
}
|
||||
|
||||
.scroll-smooth {
|
||||
scroll-behavior: smooth;
|
||||
}
|
||||
|
||||
.table-scroll {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar {
|
||||
height: 8px;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar-track {
|
||||
background: #f1f1f1;
|
||||
}
|
||||
|
||||
.table-scroll::-webkit-scrollbar-thumb {
|
||||
background: #888;
|
||||
border-radius: 4px;
|
||||
}
|
||||
|
||||
.badge-glow {
|
||||
animation: glow 2s ease-in-out infinite alternate;
|
||||
}
|
||||
|
||||
@keyframes glow {
|
||||
from {
|
||||
box-shadow: 0 0 5px #667eea;
|
||||
}
|
||||
to {
|
||||
box-shadow: 0 0 20px #667eea, 0 0 30px #667eea;
|
||||
}
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50 scroll-smooth">
|
||||
<!-- Hero Section -->
|
||||
<section class="relative bg-gradient-to-br from-purple-900 via-blue-900 to-indigo-900 text-white overflow-hidden">
|
||||
<div class="absolute inset-0 bg-black opacity-40"></div>
|
||||
<div class="relative max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-24">
|
||||
<div class="text-center">
|
||||
<div class="inline-flex items-center justify-center w-20 h-20 bg-gradient-to-r from-purple-500 to-pink-500 rounded-full mb-6 pulse-animation">
|
||||
<i class="fab fa-google text-3xl"></i>
|
||||
</div>
|
||||
<h1 class="text-5xl md:text-7xl font-bold mb-6">
|
||||
<span class="gradient-text bg-gradient-to-r from-yellow-400 via-red-500 to-pink-500 text-transparent bg-clip-text">
|
||||
谷歌概念
|
||||
</span>
|
||||
</h1>
|
||||
<p class="text-xl md:text-2xl mb-8 text-gray-200">
|
||||
AI技术霸权 × 算力基建革命 × Token经济范式
|
||||
</p>
|
||||
<div class="flex flex-wrap justify-center gap-4">
|
||||
<span class="px-4 py-2 bg-green-500 bg-opacity-20 border border-green-400 rounded-full text-sm">
|
||||
<i class="fas fa-rocket mr-2"></i>Gemini 3 Pro 登顶
|
||||
</span>
|
||||
<span class="px-4 py-2 bg-blue-500 bg-opacity-20 border border-blue-400 rounded-full text-sm">
|
||||
<i class="fas fa-microchip mr-2"></i>930亿美金 CAPEX
|
||||
</span>
|
||||
<span class="px-4 py-2 bg-purple-500 bg-opacity-20 border border-purple-400 rounded-full text-sm">
|
||||
<i class="fas fa-bolt mr-2"></i>480万亿 Token/月
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="absolute bottom-0 left-0 right-0">
|
||||
<svg class="w-full h-20" viewBox="0 0 1440 120" fill="none" xmlns="http://www.w3.org/2000/svg">
|
||||
<path d="M0 120L60 110C120 100 240 80 360 70C480 60 600 60 720 65C840 70 960 80 1080 85C1200 90 1320 90 1380 90L1440 90V120H1380C1320 120 1200 120 1080 120C960 120 840 120 720 120C600 120 480 120 360 120C240 120 120 120 60 120H0V120Z" fill="#F9FAFB"/>
|
||||
</svg>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 核心数据指标 -->
|
||||
<section class="py-12 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-8 text-gray-800">核心数据指标</h2>
|
||||
<div class="grid grid-cols-2 md:grid-cols-4 gap-6">
|
||||
<div class="text-center p-6 bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl hover-lift">
|
||||
<div class="text-4xl font-bold text-purple-600 mb-2">1501</div>
|
||||
<div class="text-gray-600">LMArena 评分</div>
|
||||
</div>
|
||||
<div class="text-center p-6 bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl hover-lift">
|
||||
<div class="text-4xl font-bold text-blue-600 mb-2">930亿</div>
|
||||
<div class="text-gray-600">2025 CAPEX</div>
|
||||
</div>
|
||||
<div class="text-center p-6 bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl hover-lift">
|
||||
<div class="text-4xl font-bold text-green-600 mb-2">480万亿</div>
|
||||
<div class="text-gray-600">月Token消耗</div>
|
||||
</div>
|
||||
<div class="text-center p-6 bg-gradient-to-br from-yellow-50 to-orange-50 rounded-xl hover-l">
|
||||
<div class="text-4xl font-bold text-yellow-600 mb-2">15亿</div>
|
||||
<div class="text-gray-600">AI搜索月活</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 事件时间轴 -->
|
||||
<section class="py-16 bg-gray-50">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12 text-gray-800">概念事件时间轴</h2>
|
||||
<div class="relative">
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-purple-100 text-purple-700 rounded-full text-sm font-semibold">2024年2月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2">产品发布</h3>
|
||||
<p class="text-gray-600">推出ImageFX图像工具、Bard文生图功能，基于Imagen 2模型</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-blue-100 text-blue-700 rounded-full text-sm font-semibold">2024年4月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2">战略发布</h3>
|
||||
<p class="text-gray-600">Cloud Next大会发布Axion Arm CPU、TPU v5p</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-green-100 text-green-700 rounded-full text-sm font-semibold">2024年8月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2">产品发布</h3>
|
||||
<p class="text-gray-600">Pixel 9系列，Gemini Live语音助手，端侧AI商业化</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-red-100 text-red-700 rounded-full text-sm font-semibold">2024年11月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2 badge-glow">技术突破</h3>
|
||||
<p class="text-gray-600">Gemini 3 Pro登顶LMArena 1501分，Nano Banana 2发布</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-yellow-100 text-yellow-700 rounded-full text-sm font-semibold">2025年1月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2">业绩验证</h3>
|
||||
<p class="text-gray-600">Q1营收902亿美元，资本开支172亿美元</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-dot">
|
||||
<div class="bg-white p-6 rounded-xl shadow-lg hover-lift">
|
||||
<div class="flex items-center mb-4">
|
||||
<span class="px-3 py-1 bg-indigo-100 text-indigo-700 rounded-full text-sm font-semibold">2025年10月</span>
|
||||
</div>
|
||||
<h3 class="text-lg font-bold mb-2">资本扩张</h3>
|
||||
<p class="text-gray-600">CAPEX指引上调至910-930亿美元</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 核心逻辑 -->
|
||||
<section class="py-16 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12 text-gray-800">核心逻辑</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
|
||||
<div class="bg-gradient-to-br from-purple-600 to-purple-800 text-white p-8 rounded-2xl">
|
||||
<div class="text-4xl mb-4">👑</div>
|
||||
<h3 class="text-2xl font-bold mb-4">技术霸权确立</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>Gemini 3 Pro LMArena 1501分历史最高</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>Nano Banana 2图像生成顶尖</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>TPU v7算力4610 TOPS持平H100</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-blue-600 to-blue-800 text-white p-8 rounded-2xl">
|
||||
<div class="text-4xl mb-4">💰</div>
|
||||
<h3 class="text-2xl font-bold mb-4">资本开支暴力扩张</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>2025 CAPEX 910-930亿美元</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>TPU电源单卡价值量1000+元</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>2026年500万颗对应50亿市场</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-green-600 to-green-800 text-white p-8 rounded-2xl">
|
||||
<div class="text-4xl mb-4">🚀</div>
|
||||
<h3 class="text-2xl font-bold mb-4">商业化闭环验证</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>月Token消耗480万亿</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>Q3搜索增速创15%新高</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle mt-1 mr-2 text-green-300"></i>
|
||||
<span>云业务积压订单1550亿美元</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<section class="py-16 bg-gray-50">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12 text-gray-800">产业链图谱</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||||
<div class="bg-white p-8 rounded-xl shadow-lg">
|
||||
<h3 class="text-xl font-bold mb-6 text-purple-600">上游（芯片/元器件）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center p-3 bg-purple-50 rounded-lg">
|
||||
<i class="fas fa-microchip text-purple-600 text-xl mr-3"></i>
|
||||
<span>TPU芯片（谷歌自研）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-purple-50 rounded-lg">
|
||||
<i class="fas fa-bolt text-purple-600 text-xl mr-3"></i>
|
||||
<span>电源模块（新雷能、中富电路）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-purple-50 rounded-lg">
|
||||
<i class="fas fa-network-wired text-purple-600 text-xl mr-3"></i>
|
||||
<span>光器件（赛微电子、腾景科技）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-purple-50 rounded-lg">
|
||||
<i class="fas fa-wind text-purple-600 text-xl mr-3"></i>
|
||||
<span>液冷散热（英维克、博杰股份）</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-white p-8 rounded-xl shadow-lg">
|
||||
<h3 class="text-xl font-bold mb-6 text-blue-600">下游（应用/服务）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-center p-3 bg-blue-50 rounded-lg">
|
||||
<i class="fas fa-search text-blue-600 text-xl mr-3"></i>
|
||||
<span>AI搜索（15亿月活）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-blue-50 rounded-lg">
|
||||
<i class="fas fa-cloud text-blue-600 text-xl mr-3"></i>
|
||||
<span>云计算（GCP+Gemini API）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-blue-50 rounded-lg">
|
||||
<i class="fas fa-ad text-blue-600 text-xl mr-3"></i>
|
||||
<span>AI营销（易点天下、蓝色光标）</span>
|
||||
</div>
|
||||
<div class="flex items-center p-3 bg-blue-50 rounded-lg">
|
||||
<i class="fas fa-paint-brush text-blue-600 text-xl mr-3"></i>
|
||||
<span>内容创作（万兴科技、视觉中国）</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 股票池表格 -->
|
||||
<section class="py-16 bg-white">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12 text-gray-800">谷歌概念核心股票池</h2>
|
||||
<div class="table-scroll">
|
||||
<table class="w-full bg-white rounded-xl shadow-lg overflow-hidden">
|
||||
<thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
|
||||
<tr>
|
||||
<th class="px-6 py-4 text-left">股票代码</th>
|
||||
<th class="px-6 py-4 text-left">股票名称</th>
|
||||
<th class="px-6 py-4 text-left">分类</th>
|
||||
<th class="px-6 py-4 text-left">关联项目</th>
|
||||
<th class="px-6 py-4 text-left">合作原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">300058.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">蓝色光标</span>
|
||||
<span class="px-2 py-1 bg-purple-100 text-purple-700 rounded-full text-xs">核心</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">AI营销</td>
|
||||
<td class="px-6 py-4">谷歌合作伙伴</td>
|
||||
<td class="px-6 py-4">通过运用谷歌营销产品实现出海价值</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">301171.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">易点天下</span>
|
||||
<span class="px-2 py-1 bg-green-100 text-green-700 rounded-full text-xs">高弹性</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">AI营销</td>
|
||||
<td class="px-6 py-4">Google一级代理</td>
|
||||
<td class="px-6 py-4">Google广告在国内的一级代理，提供H5广告变现方案</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">300624.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">万兴科技</span>
|
||||
<span class="px-2 py-1 bg-blue-100 text-blue-700 rounded-full text-xs">应用</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">AI应用</td>
|
||||
<td class="px-6 py-4">接入谷歌Gemini</td>
|
||||
<td class="px-6 py-4">已接入谷歌Gemini、Veo3、Nano banana等模型</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">300456.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">赛微电子</span>
|
||||
<span class="px-2 py-1 bg-purple-100 text-purple-700 rounded-full text-xs">核心</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">OCS</td>
|
||||
<td class="px-6 py-4">MEMS-OCS量产</td>
|
||||
<td class="px-6 py-4">2023年并表后获谷歌批量采购订单</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">300308.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">中际旭创</span>
|
||||
<span class="px-2 py-1 bg-green-100 text-green-700 rounded-full text-xs">龙头</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">光模块</td>
|
||||
<td class="px-6 py-4">800G光模块</td>
|
||||
<td class="px-6 py-4">2025年谷歌光模块采购量350万只，占70%份额</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">002463.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">沪电股份</span>
|
||||
<span class="px-2 py-1 bg-blue-100 text-blue-700 rounded-full text-xs">PCB</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">PCB</td>
|
||||
<td class="px-6 py-4">TPU PCB核心供应商</td>
|
||||
<td class="px-6 py-4">谷歌TPU PCB核心供应商，占TPU供应链约30%份额</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">301183.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">东田微</span>
|
||||
<span class="px-2 py-1 bg-purple-100 text-purple-700 rounded-full text-xs">核心</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">OCS</td>
|
||||
<td class="px-6 py-4">OCS光学方案</td>
|
||||
<td class="px-6 py-4">为谷歌OCS光学引擎提供核心光学元件解决方案</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">300676.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">华大九天</span>
|
||||
<span class="px-2 py-1 bg-blue-100 text-blue-700 rounded-full text-xs">EDA</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">芯片设计</td>
|
||||
<td class="px-6 py-4">EDA工具支持</td>
|
||||
<td class="px-6 py-4">为谷歌TPU芯片设计提供EDA工具链支持</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">603803.SH</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">瑞松科技</span>
|
||||
<span class="px-2 py-1 bg-green-100 text-green-700 rounded-full text-xs">精密制造</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">精密制造</td>
|
||||
<td class="px-6 py-4">AI服务器制造</td>
|
||||
<td class="px-6 py-4">参与谷歌AI服务器精密结构件制造</td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50 transition-colors">
|
||||
<td class="px-6 py-4 font-semibold">301387.SZ</td>
|
||||
<td class="px-6 py-4">
|
||||
<div class="flex items-center">
|
||||
<span class="mr-2">新雷能</span>
|
||||
<span class="px-2 py-1 bg-purple-100 text-purple-700 rounded-full text-xs">电源</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-6 py-4">电源</td>
|
||||
<td class="px-6 py-4">TPU电源模块</td>
|
||||
<td class="px-6 py-4">为谷歌TPU提供二次和三次电源模块，单瓦价格比台系低20%</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 投资建议 -->
|
||||
<section class="py-16 bg-gradient-to-br from-purple-50 to-blue-50">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12 text-gray-800">投资建议与策略</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||||
<div class="bg-white p-8 rounded-xl shadow-lg">
|
||||
<h3 class="text-2xl font-bold mb-6 text-green-600">最具投资价值方向</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-green-100 text-green-600 rounded-full flex items-center justify-center font-bold mr-3">1</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">TPU电源产业链（最高优先级）</h4>
|
||||
<p class="text-gray-600 text-sm">电源是TPU扩产最大瓶颈，26年50亿市场，新雷能15亿收入弹性</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-green-100 text-green-600 rounded-full flex items-center justify-center font-bold mr-3">2</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">OCS光交换产业链（次高优先级）</h4>
|
||||
<p class="text-gray-600 text-sm">LightCounting预测2029年5万台，15% CAGR，国产供应商已获订单</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-green-100 text-green-600 rounded-full flex items-center justify-center font-bold mr-3">3</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">AI搜索营销产业链（中优先级）</h4>
|
||||
<p class="text-gray-600 text-sm">一级代理商受益于谷歌减少中间环节，毛利率提升2-3pct</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-white p-8 rounded-xl shadow-lg">
|
||||
<h3 class="text-2xl font-bold mb-6 text-red-600">需规避的方向</h3>
|
||||
<div class="space-y-4">
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-red-100 text-red-600 rounded-full flex items-center justify-center font-bold mr-3">×</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">纯模型接入方</h4>
|
||||
<p class="text-gray-600 text-sm">Nano Banana中文生成不稳定，API成本高，毛利率承压</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-red-100 text-red-600 rounded-full flex items-center justify-center font-bold mr-3">×</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">广告联盟依赖方</h4>
|
||||
<p class="text-gray-600 text-sm">谷歌联盟广告持续萎缩，收入端受损</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-red-100 text-red-600 rounded-full flex items-center justify-center font-bold mr-3">×</span>
|
||||
<div>
|
||||
<h4 class="font-semibold mb-1">硬件代工</h4>
|
||||
<p class="text-gray-600 text-sm">Pixel手机份额仅4.6%，硬件逻辑不纯</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 风险提示 -->
|
||||
<section class="py-16 bg-gray-900 text-white">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8">
|
||||
<h2 class="text-3xl font-bold text-center mb-12">风险提示</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||||
<div class="glass-effect p-6 rounded-xl">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-400 text-3xl mb-4"></i>
|
||||
<h3 class="text-xl font-bold mb-3">技术风险</h3>
|
||||
<ul class="space-y-2 text-gray-300">
|
||||
<li>• 与GPT-4o应用差距</li>
|
||||
<li>• 多模态生成稳定性</li>
|
||||
<li>• 算力瓶颈制约</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-effect p-6 rounded-xl">
|
||||
<i class="fas fa-chart-line text-red-400 text-3xl mb-4"></i>
|
||||
<h3 class="text-xl font-bold mb-3">商业化风险</h3>
|
||||
<ul class="space-y-2 text-gray-300">
|
||||
<li>• 广告联盟萎缩</li>
|
||||
<li>• 订阅变现不及预期</li>
|
||||
<li>• Agent协议推广困难</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="glass-effect p-6 rounded-xl">
|
||||
<i class="fas fa-gavel text-blue-400 text-3xl mb-4"></i>
|
||||
<h3 class="text-xl font-bold mb-3">政策风险</h3>
|
||||
<ul class="space-y-2 text-gray-300">
|
||||
<li>• 反垄断最终判决</li>
|
||||
<li>• OpenAI竞争冲击</li>
|
||||
<li>• 中国应用适配不足</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="bg-gray-800 text-white py-8">
|
||||
<div class="max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 text-center">
|
||||
<p class="text-gray-400">© 2024 谷歌概念深度解析 | 数据来源：公开研究报告、路演记录、新闻资讯</p>
|
||||
<p class="text-gray-500 text-sm mt-2">投资有风险，入市需谨慎 | 本报告仅供参考，不构成投资建议</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// 添加滚动动画
|
||||
window.addEventListener('scroll', function() {
|
||||
const elements = document.querySelectorAll('.hover-lift');
|
||||
elements.forEach(element => {
|
||||
const elementTop = element.getBoundingClientRect().top;
|
||||
const elementBottom = element.getBoundingClientRect().bottom;
|
||||
if (elementTop < window.innerHeight && elementBottom > 0) {
|
||||
element.style.opacity = '1';
|
||||
element.style.transform = 'translateY(0)';
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
// 初始化动画
|
||||
document.addEventListener('DOMContentLoaded', function() {
|
||||
const elements = document.querySelectorAll('.hover-lift');
|
||||
elements.forEach(element => {
|
||||
element.style.opacity = '0';
|
||||
element.style.transform = 'translateY(20px)';
|
||||
element.style.transition = 'all 0.6s ease';
|
||||
});
|
||||
});
|
||||
|
||||
// 表格行点击高亮
|
||||
document.querySelectorAll('tbody tr').forEach(row => {
|
||||
row.addEventListener('click', function() {
|
||||
// 移除其他行的高亮
|
||||
document.querySelectorAll('tbody tr').forEach(r => r.classList.remove('bg-blue-50'));
|
||||
// 添加当前行高亮
|
||||
this.classList.add('bg-blue-50');
|
||||
});
|
||||
});
|
||||
|
||||
// 平滑滚动到锚点
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
const target = document.querySelector(this.getAttribute('href'));
|
||||
if (target) {
|
||||
target.scrollIntoView({
|
||||
behavior: 'smooth',
|
||||
block: 'start'
|
||||
});
|
||||
}
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
824
public/htmls/远程火力.html
Normal file
824
public/htmls/远程火力.html
Normal file
@@ -0,0 +1,824 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>远程火力 - 概念深度解析</title>
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||||
|
||||
* {
|
||||
font-family: 'Inter', sans-serif;
|
||||
}
|
||||
|
||||
.gradient-bg {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
}
|
||||
|
||||
.glass-morphism {
|
||||
background: rgba(255, 255, 255, 0.1);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||||
}
|
||||
|
||||
.hover-lift {
|
||||
transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
|
||||
}
|
||||
|
||||
.hover-lift:hover {
|
||||
transform: translateY(-4px);
|
||||
box-shadow: 0 20px 40px rgba(0, 0, 0, 0.15);
|
||||
}
|
||||
|
||||
.timeline-item {
|
||||
position: relative;
|
||||
padding-left: 40px;
|
||||
}
|
||||
|
||||
.timeline-item::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 8px;
|
||||
width: 12px;
|
||||
height: 12px;
|
||||
background: #667eea;
|
||||
border-radius: 50%;
|
||||
}
|
||||
|
||||
.timeline-item::after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 5px;
|
||||
top: 20px;
|
||||
width: 2px;
|
||||
height: calc(100% + 10px);
|
||||
background: #e5e7eb;
|
||||
}
|
||||
|
||||
.timeline-item:last-child::after {
|
||||
display: none;
|
||||
}
|
||||
|
||||
@keyframes fadeInUp {
|
||||
from {
|
||||
opacity: 0;
|
||||
transform: translateY(20px);
|
||||
}
|
||||
to {
|
||||
opacity: 1;
|
||||
transform: translateY(0);
|
||||
}
|
||||
}
|
||||
|
||||
.fade-in-up {
|
||||
animation: fadeInUp 0.6s ease-out;
|
||||
}
|
||||
|
||||
.stock-table {
|
||||
font-size: 12px;
|
||||
}
|
||||
|
||||
.stock-table th {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
color: white;
|
||||
position: sticky;
|
||||
top: 0;
|
||||
z-index: 10;
|
||||
}
|
||||
|
||||
.stock-table tr:nth-child(even) {
|
||||
background-color: #f9fafb;
|
||||
}
|
||||
|
||||
.stock-table tr:hover {
|
||||
background-color: #f3f4f6;
|
||||
transform: scale(1.01);
|
||||
transition: all 0.2s;
|
||||
}
|
||||
|
||||
.badge-gradient {
|
||||
background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
|
||||
}
|
||||
|
||||
.chain-arrow {
|
||||
display: inline-block;
|
||||
margin: 0 10px;
|
||||
color: #9ca3af;
|
||||
}
|
||||
|
||||
.floating {
|
||||
animation: float 3s ease-in-out infinite;
|
||||
}
|
||||
|
||||
@keyframes float {
|
||||
0% { transform: translateY(0px); }
|
||||
50% { transform: translateY(-10px); }
|
||||
100% { transform: translateY(0px); }
|
||||
}
|
||||
|
||||
.pulse-dot {
|
||||
animation: pulse 2s infinite;
|
||||
}
|
||||
|
||||
@keyframes pulse {
|
||||
0% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
|
||||
}
|
||||
70% {
|
||||
box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
|
||||
}
|
||||
100% {
|
||||
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
|
||||
}
|
||||
}
|
||||
|
||||
.risk-high { border-left: 4px solid #ef4444; }
|
||||
.risk-medium { border-left: 4px solid #f59e0b; }
|
||||
.risk-low { border-left: 4px solid #10b981; }
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50">
|
||||
<!-- Hero Section -->
|
||||
<div class="gradient-bg text-white py-20 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<div class="text-center fade-in-up">
|
||||
<h1 class="text-5xl md:text-6xl font-bold mb-4 floating">
|
||||
<i class="fas fa-rocket mr-4"></i>远程火力
|
||||
</h1>
|
||||
<p class="text-xl md:text-2xl opacity-90 mb-8">现代陆军第四代核心骨干装备 · 高效费比战争撒手锏</p>
|
||||
<div class="flex flex-wrap justify-center gap-4">
|
||||
<span class="glass-morphism px-4 py-2 rounded-full">
|
||||
<i class="fas fa-crosshairs mr-2"></i>射程 70-500km
|
||||
</span>
|
||||
<span class="glass-morphism px-4 py-2 rounded-full">
|
||||
<i class="fas fa-bullseye mr-2"></i>CEP精度 30m
|
||||
</span>
|
||||
<span class="glass-morphism px-4 py-2 rounded-full">
|
||||
<i class="fas fa-dollar-sign mr-2"></i>成本仅为导弹1/10
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Main Content -->
|
||||
<div class="max-w-7xl mx-auto px-4 py-12">
|
||||
|
||||
<!-- 概念定义与背景 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-info-circle text-purple-600 mr-3"></i>概念定义与背景
|
||||
</h2>
|
||||
<div class="prose max-w-none text-gray-600">
|
||||
<p class="text-lg leading-relaxed mb-4">
|
||||
<strong>远程火力</strong>（简称"远火"）在军事领域特指远程火箭炮武器系统，是现代陆军第四代核心骨干装备。该系统通过远程火箭弹实现<strong>70-500公里射程</strong>的精确打击能力，有效填补传统身管火炮（20-50公里）与战术弹道导弹（千公里级）之间的火力空白。
|
||||
</p>
|
||||
<div class="grid md:grid-cols-3 gap-6 mt-6">
|
||||
<div class="bg-gradient-to-br from-blue-50 to-purple-50 p-6 rounded-xl">
|
||||
<h3 class="font-bold text-lg mb-3 text-blue-800"><i class="fas fa-bolt mr-2"></i>核心特征</h3>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 低成本高效费比</li>
|
||||
<li>• 模块化设计</li>
|
||||
<li>• 精准制导能力</li>
|
||||
<li>• 快速部署机动</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-green-50 to-teal-50 p-6 rounded-xl">
|
||||
<h3 class="font-bold text-lg mb-3 text-green-800"><i class="fas fa-shield-alt mr-2"></i>战略地位</h3>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 填补火力空白</li>
|
||||
<li>• 战争消耗主力</li>
|
||||
<li>• 精打要害利器</li>
|
||||
<li>• 破击体系关键</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-orange-50 to-red-50 p-6 rounded-xl">
|
||||
<h3 class="font-bold text-lg mb-3 text-orange-800"><i class="fas fa-globe mr-2"></i>国际形势</h3>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li>• 美军扩编500套</li>
|
||||
<li>• 欧盟2030战备计划</li>
|
||||
<li>• 俄乌冲突验证价值</li>
|
||||
<li>• 全球军贸需求爆发</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 核心观点 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="border-l-4 border-purple-500 pl-6">
|
||||
<h3 class="font-bold text-lg mb-3">三大驱动力共振</h3>
|
||||
<ul class="space-y-3 text-gray-600">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span><strong>军事战略重构</strong>：美军将其与高超音速导弹并列为优先事项，预算300亿美元</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span><strong>技术成熟度突破</strong>：模块化装填效率提升6倍，精度达30米级</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span><strong>实战验证需求</strong>：单套海马斯消耗500-625枚，弹药储备严重不足</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="border-l-4 border-blue-500 pl-6">
|
||||
<h3 class="font-bold text-lg mb-3">三大预期差</h3>
|
||||
<ul class="space-y-3 text-gray-600">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
|
||||
<span><strong>市场空间VS订单节奏</strong>：研报"万台"预期 vs 实际年产20套</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
|
||||
<span><strong>垄断VS竞争</strong>：北方导航"独供"仅限大口径型号</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
|
||||
<span><strong>成本优势VS价格风险</strong>：军采阶梯降价或冲击毛利率</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 催化事件时间轴 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-timeline text-indigo-600 mr-3"></i>催化事件时间轴
|
||||
</h2>
|
||||
<div class="space-y-6">
|
||||
<div class="timeline-item">
|
||||
<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
|
||||
<span class="text-sm font-semibold text-purple-600">2024年7月-10月</span>
|
||||
<h3 class="font-bold mt-1">研究机构密集发布深度研报</h3>
|
||||
<p class="text-gray-600 text-sm mt-2">长江军工、东兴证券等7-10份报告系统构建分析框架，将远火定位为新时期陆军"战争之神"</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<div class="bg-gradient-to-r from-blue-50 to-cyan-50 p-4 rounded-lg">
|
||||
<span class="text-sm font-semibold text-blue-600">2024年9月</span>
|
||||
<h3 class="font-bold mt-1">美军扩编计划曝光</h3>
|
||||
<p class="text-gray-600 text-sm mt-2">将远程火力战略地位提升至与高超音速导弹同级，采购量从105套增至500套</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
|
||||
<span class="text-sm font-semibold text-green-600">2025年2月</span>
|
||||
<h3 class="font-bold mt-1">技术路线明确</h3>
|
||||
<p class="text-gray-600 text-sm mt-2">确立固体火箭发动机、多脉冲发动机、碳纤维壳体为技术核心</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="timeline-item">
|
||||
<div class="bg-gradient-to-r from-orange-50 to-red-50 p-4 rounded-lg">
|
||||
<span class="text-sm font-semibold text-orange-600">2025年5月</span>
|
||||
<h3 class="font-bold mt-1">军贸订单实证</h3>
|
||||
<p class="text-gray-600 text-sm mt-2">巴基斯坦采购中国远程火箭弹及自行加榴炮，获得实战验证</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链图谱 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-sitemap text-teal-600 mr-3"></i>产业链图谱
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<div class="min-w-max">
|
||||
<div class="flex items-center justify-between mb-4">
|
||||
<div class="text-center bg-gray-100 p-3 rounded-lg">
|
||||
<h3 class="font-bold">上游材料及元器件</h3>
|
||||
<p class="text-sm text-gray-600">价值占比15-20%</p>
|
||||
</div>
|
||||
<i class="fas fa-arrow-right text-2xl text-gray-400"></i>
|
||||
<div class="text-center bg-purple-100 p-3 rounded-lg">
|
||||
<h3 class="font-bold">中游核心系统</h3>
|
||||
<p class="text-sm text-gray-600">价值占比60-70%</p>
|
||||
<span class="badge-gradient text-white text-xs px-2 py-1 rounded-full">战略制高点</span>
|
||||
</div>
|
||||
<i class="fas fa-arrow-right text-2xl text-gray-400"></i>
|
||||
<div class="text-center bg-gray-100 p-3 rounded-lg">
|
||||
<h3 class="font-bold">下游总装及平台</h3>
|
||||
<p class="text-sm text-gray-600">价值占比15-20%</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
|
||||
<div class="space-y-2">
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>碳纤维：光威复材</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>MLCC电容：鸿远电子</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>连接器：航天电器</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>火工品：北化股份</div>
|
||||
</div>
|
||||
<div class="space-y-2">
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>制导系统：北方导航</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>动力模块：国科军工</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>光纤环：长盈通</div>
|
||||
</div>
|
||||
<div class="space-y-2">
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>火箭炮总装：中兵红箭</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>系统总体：航天彩虹</div>
|
||||
<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>外贸出口：北方工业</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 核心公司对比 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-crown text-yellow-500 mr-3"></i>核心公司对比分析
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="w-full text-sm">
|
||||
<thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
|
||||
<tr>
|
||||
<th class="px-4 py-3 text-left">公司</th>
|
||||
<th class="px-4 py-3 text-left">卡位环节</th>
|
||||
<th class="px-4 py-3 text-left">核心优势</th>
|
||||
<th class="px-4 py-3 text-left">潜在风险</th>
|
||||
<th class="px-4 py-3 text-center">投资评级</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-bold">北方导航</td>
|
||||
<td class="px-4 py-3">制导舱（中段+末段）</td>
|
||||
<td class="px-4 py-3">独供制导舱，280/500km射程核心供应商</td>
|
||||
<td class="px-4 py-3">订单节奏不确定，价格承压</td>
|
||||
<td class="px-4 py-3 text-center"><span class="bg-green-100 text-green-800 px-3 py-1 rounded-full">超配</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-bold">国科军工</td>
|
||||
<td class="px-4 py-3">动力模块（固体发动机）</td>
|
||||
<td class="px-4 py-3">稀缺军工牌照，弹载动力模块CAGR 35.56%</td>
|
||||
<td class="px-4 py-3">产能扩张慢，军品交付不及预期</td>
|
||||
<td class="px-4 py-3 text-center"><span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">标配</span></td>
|
||||
</tr>
|
||||
<tr class="border-b hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-bold">长盈通</td>
|
||||
<td class="px-4 py-3">光纤环（陀螺仪核心）</td>
|
||||
<td class="px-4 py-3">军用光纤环龙头，军民两用占比90%</td>
|
||||
<td class="px-4 py-3">MEMS技术替代风险，民品波动</td>
|
||||
<td class="px-4 py-3 text-center"><span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">标配</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="px-4 py-3 font-bold">中兵红箭</td>
|
||||
<td class="px-4 py-3">整弹总装</td>
|
||||
<td class="px-4 py-3">兵器集团唯一弹药平台，特种装备占比50%+</td>
|
||||
<td class="px-4 py-3">传统弹药拖累估值，转型进度慢</td>
|
||||
<td class="px-4 py-3 text-center"><span class="bg-yellow-100 text-yellow-800 px-3 py-1 rounded-full">观望</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 股票数据表格 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-table text-indigo-600 mr-3"></i>远程火力概念股票全览
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="stock-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="px-2 py-2 text-left">股票名称</th>
|
||||
<th class="px-2 py-2 text-left">分类</th>
|
||||
<th class="px-2 py-2 text-left">产业链</th>
|
||||
<th class="px-2 py-2 text-left">项目</th>
|
||||
<th class="px-2 py-2 text-left">关联逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">航天电子</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">总装</td>
|
||||
<td class="px-2 py-2">精确制导导弹</td>
|
||||
<td class="px-2 py-2">稀缺主机厂</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">中兵红箭</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">总装</td>
|
||||
<td class="px-2 py-2">弹药总装</td>
|
||||
<td class="px-2 py-2">唯一弹药平台</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">航天彩虹</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">总装</td>
|
||||
<td class="px-2 py-2">多用途模块化导弹</td>
|
||||
<td class="px-2 py-2">填补国内空白</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">洪都航空</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">总装</td>
|
||||
<td class="px-2 py-2">导弹业务</td>
|
||||
<td class="px-2 py-2">厂所合一平台</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">高德红外</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">导引头</td>
|
||||
<td class="px-2 py-2">多款型号产品</td>
|
||||
<td class="px-2 py-2">精确制导优势</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">菲利华</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">材料</td>
|
||||
<td class="px-2 py-2">军工配套</td>
|
||||
<td class="px-2 py-2">军工蓝宝石球罩</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">铂力特</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">金属3D打印</td>
|
||||
<td class="px-2 py-2">3D打印零件</td>
|
||||
<td class="px-2 py-2">导弹型号应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">派克新材</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">锻造</td>
|
||||
<td class="px-2 py-2">导弹配套</td>
|
||||
<td class="px-2 py-2">型号研制配套</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">航宇科技</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">锻造</td>
|
||||
<td class="px-2 py-2">导弹配套</td>
|
||||
<td class="px-2 py-2">锻件应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">钢研高纳</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">材料</td>
|
||||
<td class="px-2 py-2">高温合金</td>
|
||||
<td class="px-2 py-2">导弹应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">光威复材</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">材料</td>
|
||||
<td class="px-2 py-2">碳纤维</td>
|
||||
<td class="px-2 py-2">发动机壳体</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">抚顺特钢</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">材料</td>
|
||||
<td class="px-2 py-2">高强度钢</td>
|
||||
<td class="px-2 py-2">关键材料</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">甘化科工</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">钨合金</td>
|
||||
<td class="px-2 py-2">钨合金预制破片</td>
|
||||
<td class="px-2 py-2">导弹配套</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">国泰集团</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">钨合金</td>
|
||||
<td class="px-2 py-2">军用钨基材料</td>
|
||||
<td class="px-2 py-2">毁伤材料</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">北方长龙</td>
|
||||
<td class="px-2 py-2">导弹</td>
|
||||
<td class="px-2 py-2">其他</td>
|
||||
<td class="px-2 py-2">弹药装备</td>
|
||||
<td class="px-2 py-2">复合材料弹药箱</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">北化股份</td>
|
||||
<td class="px-2 py-2">战斗部系统</td>
|
||||
<td class="px-2 py-2">发射药</td>
|
||||
<td class="px-2 py-2">硝化棉</td>
|
||||
<td class="px-2 py-2">硝化棉龙头</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">长城军工</td>
|
||||
<td class="px-2 py-2">战斗部系统</td>
|
||||
<td class="px-2 py-2">弹药</td>
|
||||
<td class="px-2 py-2">传统弹药</td>
|
||||
<td class="px-2 py-2">老牌弹药公司</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">新余国科</td>
|
||||
<td class="px-2 py-2">战斗部系统</td>
|
||||
<td class="px-2 py-2">火工品</td>
|
||||
<td class="px-2 py-2">军用火工品</td>
|
||||
<td class="px-2 py-2">火工元件</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">国科军工</td>
|
||||
<td class="px-2 py-2">战斗部系统</td>
|
||||
<td class="px-2 py-2">火工品</td>
|
||||
<td class="px-2 py-2">导弹配套</td>
|
||||
<td class="px-2 py-2">二三级配套</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">北方导航</td>
|
||||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||||
<td class="px-2 py-2">导航</td>
|
||||
<td class="px-2 py-2">惯性导航系统</td>
|
||||
<td class="px-2 py-2">成本竞争优势</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">星网宇达</td>
|
||||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||||
<td class="px-2 py-2">导航</td>
|
||||
<td class="px-2 py-2">惯性导航系统</td>
|
||||
<td class="px-2 py-2">远程制导炸弹</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">理工导航</td>
|
||||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||||
<td class="px-2 py-2">导航</td>
|
||||
<td class="px-2 py-2">惯性导航系统</td>
|
||||
<td class="px-2 py-2">制导炸弹配套</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">长盈通</td>
|
||||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||||
<td class="px-2 py-2">光纤</td>
|
||||
<td class="px-2 py-2">军用光纤陀螺</td>
|
||||
<td class="px-2 py-2">光纤环供应商</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">芯动联科</td>
|
||||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||||
<td class="px-2 py-2">MEMS惯性传感器</td>
|
||||
<td class="px-2 py-2">MEMS惯性传感器</td>
|
||||
<td class="px-2 py-2">高性能传感器</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">盟升电子</td>
|
||||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||||
<td class="px-2 py-2">卫星导航</td>
|
||||
<td class="px-2 py-2">卫星导航系统</td>
|
||||
<td class="px-2 py-2">导航系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">振芯科技</td>
|
||||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||||
<td class="px-2 py-2">卫星导航</td>
|
||||
<td class="px-2 py-2">卫星导航系统</td>
|
||||
<td class="px-2 py-2">导航系统</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">亚光科技</td>
|
||||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||||
<td class="px-2 py-2">微波电子</td>
|
||||
<td class="px-2 py-2">微波电子元器件</td>
|
||||
<td class="px-2 py-2">导弹导引头</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">天箭科技</td>
|
||||
<td class="px-2 py-2">制导系统</td>
|
||||
<td class="px-2 py-2">微波/毫米波</td>
|
||||
<td class="px-2 py-2">微波固态发射机</td>
|
||||
<td class="px-2 py-2">推进稀布阵</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">雷电微力</td>
|
||||
<td class="px-2 py-2">制导系统</td>
|
||||
<td class="px-2 py-2">微波/毫米波</td>
|
||||
<td class="px-2 py-2">毫米波有源相控阵</td>
|
||||
<td class="px-2 py-2">相控阵</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">臻镭科技</td>
|
||||
<td class="px-2 py-2">制导系统</td>
|
||||
<td class="px-2 py-2">微波/毫米波</td>
|
||||
<td class="px-2 py-2">射频芯片</td>
|
||||
<td class="px-2 py-2">射频前端</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">国博电子</td>
|
||||
<td class="px-2 py-2">制导系统</td>
|
||||
<td class="px-2 py-2">微波/毫米波</td>
|
||||
<td class="px-2 py-2">射频模块</td>
|
||||
<td class="px-2 py-2">射频模块</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">高德红外</td>
|
||||
<td class="px-2 py-2">红外制导（末段）</td>
|
||||
<td class="px-2 py-2">红外</td>
|
||||
<td class="px-2 py-2">制冷探测器</td>
|
||||
<td class="px-2 py-2">批量应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">睿创微纳</td>
|
||||
<td class="px-2 py-2">红外制导（末段）</td>
|
||||
<td class="px-2 py-2">红外</td>
|
||||
<td class="px-2 py-2">非制冷红外热成像</td>
|
||||
<td class="px-2 py-2">MEMS芯片</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">光谱股份</td>
|
||||
<td class="px-2 py-2">光学制导（末段）</td>
|
||||
<td class="px-2 py-2">光学</td>
|
||||
<td class="px-2 py-2">光学制导</td>
|
||||
<td class="px-2 py-2">导引头</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">新光光电</td>
|
||||
<td class="px-2 py-2">光学制导（末段）</td>
|
||||
<td class="px-2 py-2">光学</td>
|
||||
<td class="px-2 py-2">光学制导</td>
|
||||
<td class="px-2 py-2">导弹型号</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">智明达</td>
|
||||
<td class="px-2 py-2">嵌入式计算机</td>
|
||||
<td class="px-2 py-2">计算机</td>
|
||||
<td class="px-2 py-2">嵌入式计算机</td>
|
||||
<td class="px-2 py-2">弹载应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">雷科防务</td>
|
||||
<td class="px-2 py-2">嵌入式计算机</td>
|
||||
<td class="px-2 py-2">计算机</td>
|
||||
<td class="px-2 py-2">嵌入式计算机</td>
|
||||
<td class="px-2 py-2">国防应用</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">鸿远电子</td>
|
||||
<td class="px-2 py-2">元器件及部件</td>
|
||||
<td class="px-2 py-2">电容</td>
|
||||
<td class="px-2 py-2">军用MLCC</td>
|
||||
<td class="px-2 py-2">高可靠MLCC</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">宏达电子</td>
|
||||
<td class="px-2 py-2">元器件及部件</td>
|
||||
<td class="px-2 py-2">电容</td>
|
||||
<td class="px-2 py-2">军用钽电容器</td>
|
||||
<td class="px-2 py-2">钽电容龙头</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">航天电器</td>
|
||||
<td class="px-2 py-2">元器件及部件</td>
|
||||
<td class="px-2 py-2">连接器</td>
|
||||
<td class="px-2 py-2">高端连接器</td>
|
||||
<td class="px-2 py-2">导弹配套</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-2 py-2 font-semibold">中航光电</td>
|
||||
<td class="px-2 py-2">元器件及部件</td>
|
||||
<td class="px-2 py-2">连接器</td>
|
||||
<td class="px-2 py-2">连接器</td>
|
||||
<td class="px-2 py-2">导弹应用</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 风险提示 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>风险提示
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="risk-high p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-3 text-red-700">技术风险</h3>
|
||||
<ul class="space-y-2 text-sm text-gray-600">
|
||||
<li>• MEMS陀螺仪军品认证未通过</li>
|
||||
<li>• 卫星导航抗干扰能力存疑</li>
|
||||
<li>• 高端制导器件仍有卡脖子环节</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="risk-medium p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-3 text-yellow-700">商业化风险</h3>
|
||||
<ul class="space-y-2 text-sm text-gray-600">
|
||||
<li>• 军采阶梯降价冲击毛利</li>
|
||||
<li>• 订单能见度极低</li>
|
||||
<li>• 订单空窗期可能长达18个月</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="risk-low p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg mb-3 text-green-700">政策风险</h3>
|
||||
<ul class="space-y-2 text-sm text-gray-600">
|
||||
<li>• 军贸审批不确定性</li>
|
||||
<li>• 军工央企内部竞争</li>
|
||||
<li>• 和平谈判导致需求降温</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 投资启示 -->
|
||||
<section class="mb-12 fade-in-up">
|
||||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 text-white rounded-2xl shadow-xl p-8">
|
||||
<h2 class="text-3xl font-bold mb-6">
|
||||
<i class="fas fa-chart-line mr-3"></i>投资启示
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-8">
|
||||
<div>
|
||||
<h3 class="text-xl font-bold mb-4">概念阶段判断</h3>
|
||||
<p class="mb-4">远程火力正处于从<strong>主题炒作向基本面驱动</strong>过渡的"阵痛期"，长期逻辑坚实但短期面临验证挑战。</p>
|
||||
<div class="bg-white/10 backdrop-blur p-4 rounded-lg">
|
||||
<p class="text-sm">当前市场过度关注宏大叙事，忽视微观订单。建议降低仓位至标配，待Q3催化剂落地后再决策。</p>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-xl font-bold mb-4">配置建议</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-arrow-up text-green-400 mr-3"></i>
|
||||
<span><strong>超配：</strong>北方导航（制导系统龙头）</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-minus text-yellow-400 mr-3"></i>
|
||||
<span><strong>标配：</strong>国科军工、长盈通</span>
|
||||
</li>
|
||||
<li class="flex items-center">
|
||||
<i class="fas fa-arrow-down text-red-400 mr-3"></i>
|
||||
<span><strong>规避：</strong>间接受益标的（航亚科技等）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="mt-8 text-center">
|
||||
<div class="inline-flex items-center bg-white/20 backdrop-blur px-6 py-3 rounded-full">
|
||||
<span class="pulse-dot w-3 h-3 bg-green-400 rounded-full mr-3"></span>
|
||||
<span class="font-semibold">一句话总结：值得长期跟踪，但当前处于"证伪窗口期"，不见订单不撒鹰</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="bg-gray-800 text-white py-8">
|
||||
<div class="max-w-7xl mx-auto px-4 text-center">
|
||||
<p class="text-sm opacity-75">本页面信息仅供参考，不构成投资建议</p>
|
||||
<p class="text-xs mt-2 opacity-50">数据来源：研报、路演、公告等公开信息</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// 添加滚动动画
|
||||
const observerOptions = {
|
||||
threshold: 0.1,
|
||||
rootMargin: '0px 0px -50px 0px'
|
||||
};
|
||||
|
||||
const observer = new IntersectionObserver((entries) => {
|
||||
entries.forEach(entry => {
|
||||
if (entry.isIntersecting) {
|
||||
entry.target.classList.add('fade-in-up');
|
||||
}
|
||||
});
|
||||
}, observerOptions);
|
||||
|
||||
document.querySelectorAll('section').forEach(section => {
|
||||
observer.observe(section);
|
||||
});
|
||||
|
||||
// 表格行高亮
|
||||
document.querySelectorAll('.stock-table tr').forEach(row => {
|
||||
row.addEventListener('mouseenter', function() {
|
||||
this.style.transform = 'scale(1.01)';
|
||||
});
|
||||
row.addEventListener('mouseleave', function() {
|
||||
this.style.transform = 'scale(1)';
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
661
public/htmls/阿里AI千问、灵光.html
Normal file
661
public/htmls/阿里AI千问、灵光.html
Normal file
@@ -0,0 +1,661 @@
|
||||
|
||||
<!DOCTYPE html>
|
||||
<html lang="zh-CN">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>阿里AI千问、灵光概念深度分析</title>
|
||||
<script src="https://cdn.tailwindcss.com"></script>
|
||||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||||
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
|
||||
|
||||
body {
|
||||
font-family: 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.glass-morphism {
|
||||
background: rgba(255, 255, 255, 0.1);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||||
}
|
||||
|
||||
.neon-text {
|
||||
text-shadow: 0 0 10px rgba(139, 92, 246, 0.8),
|
||||
0 0 20px rgba(139, 92, 246, 0.6),
|
||||
0 0 30px rgba(139, 92, 246, 0.4);
|
||||
}
|
||||
|
||||
.timeline-line {
|
||||
background: linear-gradient(180deg, #8b5cf6, #3b82f6);
|
||||
}
|
||||
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 20px 40px rgba(0,0,0,0.2);
|
||||
}
|
||||
|
||||
.pulse-animation {
|
||||
animation: pulse 2s infinite;
|
||||
}
|
||||
|
||||
@keyframes pulse {
|
||||
0% { transform: scale(1); }
|
||||
50% { transform: scale(1.05); }
|
||||
100% { transform: scale(1); }
|
||||
}
|
||||
|
||||
.gradient-border {
|
||||
background: linear-gradient(45deg, #667eea, #764ba2, #f093fb);
|
||||
background-size: 200% 200%;
|
||||
animation: gradient-shift 3s ease infinite;
|
||||
}
|
||||
|
||||
@keyframes gradient-shift {
|
||||
0% { background-position: 0% 50%; }
|
||||
50% { background-position: 100% 50%; }
|
||||
100% { background-position: 0% 50%; }
|
||||
}
|
||||
|
||||
.stock-table th {
|
||||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||||
}
|
||||
|
||||
.stat-card {
|
||||
background: linear-gradient(135deg, rgba(255,255,255,0.1) 0%, rgba(255,255,255,0.05) 100%);
|
||||
backdrop-filter: blur(10px);
|
||||
border: 1px solid rgba(255,255,255,0.2);
|
||||
}
|
||||
|
||||
::-webkit-scrollbar {
|
||||
width: 8px;
|
||||
}
|
||||
|
||||
::-webkit-scrollbar-track {
|
||||
background: rgba(255,255,255,0.1);
|
||||
}
|
||||
|
||||
::-webkit-scrollbar-thumb {
|
||||
background: rgba(139, 92, 246, 0.5);
|
||||
border-radius: 4px;
|
||||
}
|
||||
|
||||
::-webkit-scrollbar-thumb:hover {
|
||||
background: rgba(139, 92, 246, 0.8);
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gradient-to-br from-purple-900 via-blue-900 to-indigo-900">
|
||||
<!-- Hero Section -->
|
||||
<div class="hero min-h-screen bg-gradient-to-br from-purple-900/90 via-blue-900/90 to-indigo-900/90">
|
||||
<div class="hero-overlay bg-opacity-60"></div>
|
||||
<div class="hero-content text-center text-white p-8">
|
||||
<div class="max-w-6xl mx-auto">
|
||||
<div class="badge badge-error badge-lg mb-4 pulse-animation">
|
||||
<i class="fas fa-fire mr-2"></i>热点概念
|
||||
</div>
|
||||
<h1 class="text-5xl md:text-7xl font-bold mb-6 neon-text">
|
||||
阿里AI千问、灵光
|
||||
</h1>
|
||||
<p class="text-xl md:text-2xl mb-8 opacity-90">
|
||||
从B端技术领先到C端超级入口的战略跃迁
|
||||
</p>
|
||||
<div class="flex flex-wrap justify-center gap-4 mb-8">
|
||||
<div class="stat-card rounded-lg p-4">
|
||||
<div class="text-3xl font-bold text-yellow-400">1000万+</div>
|
||||
<div class="text-sm">首周下载量</div>
|
||||
</div>
|
||||
<div class="stat-card rounded-lg p-4">
|
||||
<div class="text-3xl font-bold text-green-400">TOP 3</div>
|
||||
<div class="text-sm">App Store排名</div>
|
||||
</div>
|
||||
<div class="stat-card rounded-lg p-4">
|
||||
<div class="text-3xl font-bold text-blue-400">3800亿</div>
|
||||
<div class="text-sm">AI基础设施投资</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex justify-center gap-4">
|
||||
<button onclick="scrollToSection('timeline')" class="btn btn-primary btn-lg">
|
||||
<i class="fas fa-clock mr-2"></i>查看时间轴
|
||||
</button>
|
||||
<button onclick="scrollToSection('analysis')" class="btn btn-secondary btn-lg">
|
||||
<i class="fas fa-chart-line mr-2"></i>深度分析
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>核心观点摘要
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||||
<div class="card card-hover glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<div class="card-title justify-center">
|
||||
<i class="fas fa-rocket text-3xl text-blue-400 mb-2"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-center">战略跃迁</h3>
|
||||
<p class="text-sm text-center">从B端技术领先到C端超级入口的关键转折点</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card card-hover glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<div class="card-title justify-center">
|
||||
<i class="fas fa-shield-alt text-3xl text-green-400 mb-2"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-center">开源护城河</h3>
|
||||
<p class="text-sm text-center">全球第一开源模型家族，3亿下载量，10万+衍生模型</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card card-hover glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<div class="card-title justify-center">
|
||||
<i class="fas fa-infinity text-3xl text-purple-400 mb-2"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-center">生态协同</h3>
|
||||
<p class="text-sm text-center">全场景生活服务闭环，淘宝、高德、支付宝深度融合</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="card card-hover glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<div class="card-title justify-center">
|
||||
<i class="fas fa-chart-pie text-3xl text-red-400 mb-2"></i>
|
||||
</div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-center">投资主线</h3>
|
||||
<p class="text-sm text-center">算力基础设施与生态合作伙伴最具确定性</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 时间轴 -->
|
||||
<section id="timeline" class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-history text-blue-400 mr-3"></i>概念事件时间轴
|
||||
</h2>
|
||||
<div class="relative">
|
||||
<div class="timeline-line absolute left-1/2 transform -translate-x-1/2 w-1 h-full"></div>
|
||||
|
||||
<!-- 时间轴事件 -->
|
||||
<div class="space-y-12">
|
||||
<div class="flex items-center justify-end md:w-1/2 pr-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-warning mb-2">2025年11月17日</div>
|
||||
<h3 class="text-xl font-bold">千问APP公测版上线</h3>
|
||||
<p>定位"会聊天能办事的个人AI助手"，全面对标ChatGPT</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center justify-center">
|
||||
<div class="w-4 h-4 bg-yellow-400 rounded-full pulse-animation"></div>
|
||||
</div>
|
||||
<div class="flex items-center md:w-1/2 md:ml-auto pl-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-info mb-2">2025年11月19日</div>
|
||||
<h3 class="text-xl font-bold">冲入App Store前三</h3>
|
||||
<p>首周下载量突破1000万次，成为史上增长最快的AI应用</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-center justify-end md:w-1/2 pr-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-success mb-2">2025年9月</div>
|
||||
<h3 class="text-xl font-bold">Qwen3-Next发布</h3>
|
||||
<p>训练成本降低90%，实现性能与效率的最优平衡</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center justify-center">
|
||||
<div class="w-4 h-4 bg-green-400 rounded-full"></div>
|
||||
</div>
|
||||
<div class="flex items-center md:w-1/2 md:ml-auto pl-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-primary mb-2">2025年4月</div>
|
||||
<h3 class="text-xl font-bold">新加坡国家AI合作</h3>
|
||||
<p>新加坡放弃Meta模型，转向阿里千问开源架构</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-center justify-end md:w-1/2 pr-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-secondary mb-2">2025年2月</div>
|
||||
<h3 class="text-xl font-bold">苹果战略合作</h3>
|
||||
<p>为国内2.5亿iOS用户提供AI服务，带来确定性算力需求</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-center justify-center">
|
||||
<div class="w-4 h-4 bg-blue-400 rounded-full"></div>
|
||||
</div>
|
||||
<div class="flex items-center md:w-1/2 md:ml-auto pl-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="badge badge-error mb-2">2024年9月</div>
|
||||
<h3 class="text-xl font-bold">三年3800亿投资计划</h3>
|
||||
<p>彰显AI战略决心，重点布局算力基础设施</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 核心逻辑分析 -->
|
||||
<section id="analysis" class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-brain text-purple-400 mr-3"></i>四维共振逻辑
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-8">
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="flex items-center mb-4">
|
||||
<div class="w-12 h-12 bg-blue-500 rounded-full flex items-center justify-center mr-4">
|
||||
<i class="fas fa-microchip text-white text-xl"></i>
|
||||
</div>
|
||||
<h3 class="card-title text-2xl">技术壁垒驱动</h3>
|
||||
</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>Qwen3系列在11项基准测试全面超越DeepSeek V3</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>开源生态：200+模型，3亿下载量，10万+衍生模型</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>Qwen3-Next训练成本降低超90%</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>QwQ-32B以320亿参数实现6710亿参数性能</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="flex items-center mb-4">
|
||||
<div class="w-12 h-12 bg-green-500 rounded-full flex items-center justify-center mr-4">
|
||||
<i class="fas fa-flag text-white text-xl"></i>
|
||||
</div>
|
||||
<h3 class="card-title text-2xl">战略决心驱动</h3>
|
||||
</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>管理层视千问为"AI时代的未来之战"</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>集团CEO吴泳铭亲自管理，组织架构大调整</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>3800亿投资，年资本开支超1200亿</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>千问APP从启动到上线仅4天，执行力验证</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="flex items-center mb-4">
|
||||
<div class="w-12 h-12 bg-purple-500 rounded-full flex items-center justify-center mr-4">
|
||||
<i class="fas fa-network-wired text-white text-xl"></i>
|
||||
</div>
|
||||
<h3 class="card-title text-2xl">生态协同驱动</h3>
|
||||
</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>淘宝、高德、飞猪、支付宝全场景融合</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>自然语言交互+任务自动执行闭环</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>与NBA合作开发专属AI模型</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>独特的生活服务体验，竞争对手难以复制</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-morphism text-white card-hover">
|
||||
<div class="card-body">
|
||||
<div class="flex items-center mb-4">
|
||||
<div class="w-12 h-12 bg-yellow-500 rounded-full flex items-center justify-center mr-4">
|
||||
<i class="fas fa-users text-white text-xl"></i>
|
||||
</div>
|
||||
<h3 class="card-title text-2xl">市场需求驱动</h3>
|
||||
</div>
|
||||
<ul class="space-y-2 text-sm">
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>千问APP完全免费，CAC趋近于零</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>首周1000万下载，网络效应已启动</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>苹果合作带来2.5亿iOS用户确定性增量</li>
|
||||
<li><i class="fas fa-check text-green-400 mr-2"></i>2026年C端AI应用重要突破年</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 产业链分析 -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-sitemap text-green-400 mr-3"></i>产业链核心公司
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="stock-table w-full text-white">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="px-4 py-3">公司</th>
|
||||
<th class="px-4 py-3">关联度</th>
|
||||
<th class="px-4 py-3">核心逻辑</th>
|
||||
<th class="px-4 py-3">竞争优势</th>
|
||||
<th class="px-4 py-3">潜在风险</th>
|
||||
<th class="px-4 py-3">投资评级</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-white/10 transition">
|
||||
<td class="px-4 py-3 font-semibold">石基信息</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-error">极高</span></td>
|
||||
<td class="px-4 py-3">千问生态落地最大受益方</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 股权绑定：淘宝为第二大股东</div>
|
||||
<div>• 业务独占：预订功能强制使用</div>
|
||||
<div>• 场景刚需：酒旅预订核心场景</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 阿里战略调整</div>
|
||||
<div>• 酒店业景气度下行</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-warning">Alpha来源最纯</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-white/10 transition">
|
||||
<td class="px-4 py-3 font-semibold">数据港</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-warning">高</span></td>
|
||||
<td class="px-4 py-3">阿里算力基础设施提供商</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 深度绑定：阿里最大IDC供应商</div>
|
||||
<div>• 需求刚性：C端爆发带来增量</div>
|
||||
<div>• 地域优势：满足低延时要求</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 行业竞争加剧</div>
|
||||
<div>• 阿里议价能力强</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">Beta属性明显</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-white/10 transition">
|
||||
<td class="px-4 py-3 font-semibold">值得买</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-secondary">中</span></td>
|
||||
<td class="px-4 py-3">阿里电商数据服务商</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 数据资产完善</div>
|
||||
<div>• 场景融合需要</div>
|
||||
<div>• 深度合作历史</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 变现模式不清晰</div>
|
||||
<div>• 阿里可能自建</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-neutral">逻辑较弱，观望</span></td>
|
||||
</tr>
|
||||
<tr class="hover:bg-white/10 transition">
|
||||
<td class="px-4 py-3 font-semibold">浪潮信息</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-warning">高</span></td>
|
||||
<td class="px-4 py-3">阿里服务器供应商</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 国产替代机遇</div>
|
||||
<div>• 规模效应</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3">
|
||||
<div class="text-xs space-y-1">
|
||||
<div>• 价格战激烈</div>
|
||||
<div>• 技术迭代风险</div>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3"><span class="badge badge-info">偏硬件，弹性有限</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 关键跟踪指标 -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-chart-line text-yellow-400 mr-3"></i>关键跟踪指标
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="card glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<h3 class="card-title mb-4">
|
||||
<i class="fas fa-user-check text-blue-400 mr-2"></i>用户粘性指标
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex justify-between items-center">
|
||||
<span>30日留存率</span>
|
||||
<span class="badge badge-warning">目标 >40%</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>人均日使用时长</span>
|
||||
<span class="badge badge-success">目标 >15分钟</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>功能渗透率</span>
|
||||
<span class="badge badge-info">目标 >20%</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<h3 class="card-title mb-4">
|
||||
<i class="fas fa-dollar-sign text-green-400 mr-2"></i>商业化指标
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex justify-between items-center">
|
||||
<span>ARPU值</span>
|
||||
<span class="badge badge-warning">2026目标 >50元/年</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>MaaS平台利润率</span>
|
||||
<span class="badge badge-success">目标 >25%</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>苹果合作收入</span>
|
||||
<span class="badge badge-info">2026Q4 >20亿</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card glass-morphism text-white">
|
||||
<div class="card-body">
|
||||
<h3 class="card-title mb-4">
|
||||
<i class="fas fa-microchip text-purple-400 mr-2"></i>技术指标
|
||||
</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex justify-between items-center">
|
||||
<span>开源模型下载增速</span>
|
||||
<span class="badge badge-success">目标 >10%/月</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>Agent任务成功率</span>
|
||||
<span class="badge badge-warning">目标 >80%</span>
|
||||
</div>
|
||||
<div class="flex justify-between items-center">
|
||||
<span>QwQ-Max发布</span>
|
||||
<span class="badge badge-error">2026Q2前</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 投资建议 -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
<div class="glass-morphism rounded-2xl p-8 text-white">
|
||||
<div class="mb-8">
|
||||
<h3 class="text-2xl font-bold mb-4">阶段判断</h3>
|
||||
<p class="text-lg leading-relaxed mb-4">
|
||||
当前阿里AI千问概念处于 <span class="text-yellow-400 font-bold">"预期验证"的第二阶段</span>：
|
||||
</p>
|
||||
<div class="space-y-2 ml-4">
|
||||
<p><span class="text-blue-400">▸</span> 第一阶段（2024年及以前）：纯主题炒作，市场不信任阿里C端能力</p>
|
||||
<p><span class="text-green-400">▸</span> 第二阶段（2025年11月至今）：产品数据验证，估值开始反应</p>
|
||||
<p><span class="text-purple-400">▸</span> 第三阶段（2026年H2-2027年）：若留存和商业化数据验证，估值体系重构</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mb-8">
|
||||
<h3 class="text-2xl font-bold mb-4">核心矛盾</h3>
|
||||
<p class="text-lg bg-gradient-to-r from-yellow-400/20 to-orange-400/20 p-4 rounded-lg">
|
||||
<i class="fas fa-exclamation-triangle mr-2"></i>
|
||||
短期股价反映"用户增长故事"，但长期价值取决于"商业化能力"
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-2xl font-bold mb-4">投资建议</h3>
|
||||
<div class="grid md:grid-cols-3 gap-6">
|
||||
<div class="bg-blue-500/20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2"><i class="fas fa-star mr-2"></i>首选</h4>
|
||||
<p class="font-semibold">算力基础设施</p>
|
||||
<p class="text-sm mt-2">数据港、万国数据</p>
|
||||
<p class="text-xs mt-2 opacity-80">确定性算力需求，上架率70%→90%加速</p>
|
||||
</div>
|
||||
<div class="bg-green-500/20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2"><i class="fas fa-check mr-2"></i>次选</h4>
|
||||
<p class="font-semibold">场景绑定应用</p>
|
||||
<p class="text-sm mt-2">石基信息</p>
|
||||
<p class="text-xs mt-2 opacity-80">若留存率>40%，酒旅场景产生真实GMV</p>
|
||||
</div>
|
||||
<div class="bg-yellow-500/20 rounded-lg p-4">
|
||||
<h4 class="font-bold mb-2"><i class="fas fa-eye mr-2"></i>谨慎</h4>
|
||||
<p class="font-semibold">纯模型概念</p>
|
||||
<p class="text-sm mt-2">阿里巴巴自身</p>
|
||||
<p class="text-xs mt-2 opacity-80">股价已隐含较高预期，适合观察仓</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-8 p-4 bg-gradient-to-r from-purple-500/20 to-pink-500/20 rounded-lg">
|
||||
<p class="text-center text-lg font-semibold">
|
||||
<i class="fas fa-quote-left mr-2"></i>
|
||||
当前阶段："重算力、轻应用、缓判巨头"
|
||||
<i class="fas fa-quote-right ml-2"></i>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 股票数据 -->
|
||||
<section class="py-16 px-4">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<h2 class="text-4xl font-bold text-white text-center mb-12">
|
||||
<i class="fas fa-chart-bar text-blue-400 mr-3"></i>相关股票数据
|
||||
</h2>
|
||||
<div class="glass-morphism rounded-2xl p-8">
|
||||
<div class="text-white text-center">
|
||||
<i class="fas fa-file-image text-6xl mb-4 opacity-50"></i>
|
||||
<p class="text-xl">股票数据更新</p>
|
||||
<p class="text-sm mt-2 opacity-70">阿里AI千问、灵光(251124)更新</p>
|
||||
<div class="mt-4">
|
||||
<span class="badge badge-info badge-lg">
|
||||
<i class="fas fa-database mr-2"></i>数据文件: FB9D0D78-6EA9-4429-8461-A233333158F3.png
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="py-8 px-4 bg-black/30">
|
||||
<div class="max-w-7xl mx-auto text-center text-white">
|
||||
<p class="mb-2">本报告仅供参考，不构成投资建议</p>
|
||||
<p class="text-sm opacity-70">数据来源：新闻、路演、Insight | 更新时间：2025年11月24日</p>
|
||||
</div>
|
||||
</footer>
|
||||
|
||||
<script>
|
||||
// 平滑滚动
|
||||
function scrollToSection(sectionId) {
|
||||
document.getElementById(sectionId).scrollIntoView({ behavior: 'smooth' });
|
||||
}
|
||||
|
||||
// 添加滚动动画
|
||||
window.addEventListener('scroll', () => {
|
||||
const scrolled = window.pageYOffset;
|
||||
const parallax = document.querySelector('.hero');
|
||||
if (parallax) {
|
||||
parallax.style.transform = `translateY(${scrolled * 0.5}px)`;
|
||||
}
|
||||
});
|
||||
|
||||
// 数字动画效果
|
||||
function animateValue(obj, start, end, duration) {
|
||||
let startTimestamp = null;
|
||||
const step = (timestamp) => {
|
||||
if (!startTimestamp) startTimestamp = timestamp;
|
||||
const progress = Math.min((timestamp - startTimestamp) / duration, 1);
|
||||
obj.innerHTML = Math.floor(progress * (end - start) + start) + obj.innerHTML.replace(/[\d,]+/, '');
|
||||
if (progress < 1) {
|
||||
window.requestAnimationFrame(step);
|
||||
}
|
||||
};
|
||||
window.requestAnimationFrame(step);
|
||||
}
|
||||
|
||||
// 页面加载完成后执行动画
|
||||
window.addEventListener('load', () => {
|
||||
const stats = document.querySelectorAll('.stat-card .text-3xl');
|
||||
stats.forEach(stat => {
|
||||
const value = parseInt(stat.innerHTML.replace(/[^0-9]/g, ''));
|
||||
if (value) {
|
||||
animateValue(stat, 0, value, 2000);
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
// 添加交互提示
|
||||
document.querySelectorAll('.card').forEach(card => {
|
||||
card.addEventListener('mouseenter', function() {
|
||||
this.style.transform = 'translateY(-5px) scale(1.02)';
|
||||
});
|
||||
card.addEventListener('mouseleave', function() {
|
||||
this.style.transform = 'translateY(0) scale(1)';
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user