update pay ui
This commit is contained in:
128
app.py
128
app.py
@@ -153,6 +153,66 @@ def get_trading_day_near_date(target_date):
|
|||||||
return trading_days[-1] if trading_days else None
|
return trading_days[-1] if trading_days else None
|
||||||
|
|
||||||
|
|
||||||
|
def get_target_and_prev_trading_day(event_datetime):
|
||||||
|
"""
|
||||||
|
根据事件时间确定目标交易日和前一交易日（用于计算涨跌幅）
|
||||||
|
|
||||||
|
处理跨周末场景：
|
||||||
|
- 周五15:00后到周一15:00前，分时图显示周一行情，涨跌幅基于周五收盘价
|
||||||
|
|
||||||
|
逻辑：
|
||||||
|
- 如果事件时间在交易日的 9:00-15:00 之间，显示当天数据，涨跌幅基于前一交易日
|
||||||
|
- 如果事件时间在交易日的 15:00 之后，显示下一个交易日数据，涨跌幅基于当天
|
||||||
|
- 如果事件时间在非交易日（周末/节假日），显示下一个交易日数据，涨跌幅基于上一个交易日
|
||||||
|
- 如果事件时间在交易日的 9:00 之前，显示当天数据，涨跌幅基于前一交易日
|
||||||
|
|
||||||
|
返回：(target_date, prev_close_date) - 分时图显示日期和涨跌幅基准日期
|
||||||
|
"""
|
||||||
|
if not trading_days:
|
||||||
|
load_trading_days()
|
||||||
|
|
||||||
|
if not trading_days:
|
||||||
|
return None, None
|
||||||
|
|
||||||
|
# 如果是datetime，提取date和time
|
||||||
|
if isinstance(event_datetime, datetime):
|
||||||
|
event_date = event_datetime.date()
|
||||||
|
event_time = event_datetime.time()
|
||||||
|
else:
|
||||||
|
event_date = event_datetime
|
||||||
|
event_time = dt_time(12, 0) # 默认中午，认为在盘中
|
||||||
|
|
||||||
|
# 检查事件日期是否是交易日
|
||||||
|
is_trading_day = event_date in trading_days_set
|
||||||
|
|
||||||
|
# 收盘时间判断
|
||||||
|
market_close_time = dt_time(15, 0)
|
||||||
|
is_after_market = event_time > market_close_time
|
||||||
|
|
||||||
|
if is_trading_day:
|
||||||
|
if is_after_market:
|
||||||
|
# 交易日收盘后：显示下一个交易日，涨跌幅基于当天（即本交易日）
|
||||||
|
target_date = get_trading_day_near_date(event_date + timedelta(days=1))
|
||||||
|
prev_close_date = event_date
|
||||||
|
else:
|
||||||
|
# 交易日盘中或开盘前：显示当天，涨跌幅基于前一交易日
|
||||||
|
target_date = event_date
|
||||||
|
# 找前一个交易日
|
||||||
|
target_idx = trading_days.index(event_date) if event_date in trading_days else -1
|
||||||
|
prev_close_date = trading_days[target_idx - 1] if target_idx > 0 else None
|
||||||
|
else:
|
||||||
|
# 非交易日（周末/节假日）：显示下一个交易日，涨跌幅基于上一个交易日
|
||||||
|
target_date = get_trading_day_near_date(event_date)
|
||||||
|
# 找上一个交易日作为基准
|
||||||
|
prev_close_date = None
|
||||||
|
for td in reversed(trading_days):
|
||||||
|
if td < event_date:
|
||||||
|
prev_close_date = td
|
||||||
|
break
|
||||||
|
|
||||||
|
return target_date, prev_close_date
|
||||||
|
|
||||||
|
|
||||||
# 应用启动时加载交易日数据
|
# 应用启动时加载交易日数据
|
||||||
load_trading_days()
|
load_trading_days()
|
||||||
|
|
||||||
@@ -7244,20 +7304,10 @@ def get_stock_quotes():
|
|||||||
full_stock_names[orig_code] = name
|
full_stock_names[orig_code] = name
|
||||||
full_stock_names[norm_code] = name
|
full_stock_names[norm_code] = name
|
||||||
|
|
||||||
# ==================== 使用全局交易日数据（与 batch-kline 一致） ====================
|
# ==================== 使用全局交易日数据（处理跨周末场景） ====================
|
||||||
# 确定目标交易日：获取事件时间对应的交易日或之前最近的交易日
|
# 使用新的辅助函数处理跨周末场景：
|
||||||
event_date = event_time.date()
|
# - 周五15:00后到周一15:00前，分时图显示周一行情，涨跌幅基于周五收盘价
|
||||||
|
target_date, prev_trading_day = get_target_and_prev_trading_day(event_time)
|
||||||
# 如果事件日期是交易日，使用该日期
|
|
||||||
if event_date in trading_days_set:
|
|
||||||
target_date = event_date
|
|
||||||
else:
|
|
||||||
# 否则，找之前最近的交易日（用于获取历史数据）
|
|
||||||
target_date = None
|
|
||||||
for td in reversed(trading_days):
|
|
||||||
if td <= event_date:
|
|
||||||
target_date = td
|
|
||||||
break
|
|
||||||
|
|
||||||
if not target_date:
|
if not target_date:
|
||||||
return jsonify({
|
return jsonify({
|
||||||
@@ -7266,17 +7316,11 @@ def get_stock_quotes():
|
|||||||
for code in original_codes}
|
for code in original_codes}
|
||||||
})
|
})
|
||||||
|
|
||||||
# 获取前一个交易日
|
|
||||||
prev_trading_day = None
|
|
||||||
target_idx = trading_days.index(target_date) if target_date in trading_days else -1
|
|
||||||
if target_idx > 0:
|
|
||||||
prev_trading_day = trading_days[target_idx - 1]
|
|
||||||
|
|
||||||
start_datetime = datetime.combine(target_date, dt_time(9, 30))
|
start_datetime = datetime.combine(target_date, dt_time(9, 30))
|
||||||
end_datetime = datetime.combine(target_date, dt_time(15, 0))
|
end_datetime = datetime.combine(target_date, dt_time(15, 0))
|
||||||
|
|
||||||
results = {}
|
results = {}
|
||||||
print(f"批量处理 {len(codes)} 只股票: {codes[:5]}{'...' if len(codes) > 5 else ''}, 交易日: {target_date}, 前一交易日: {prev_trading_day}, 时间范围: {start_datetime} - {end_datetime}")
|
print(f"批量处理 {len(codes)} 只股票: {codes[:5]}{'...' if len(codes) > 5 else ''}, 目标交易日: {target_date}, 涨跌幅基准日: {prev_trading_day}, 时间范围: {start_datetime} - {end_datetime}")
|
||||||
|
|
||||||
# 初始化 ClickHouse 客户端
|
# 初始化 ClickHouse 客户端
|
||||||
client = get_clickhouse_client()
|
client = get_clickhouse_client()
|
||||||
@@ -8081,14 +8125,9 @@ def get_batch_kline_data():
|
|||||||
for row in result:
|
for row in result:
|
||||||
stock_names[row[0]] = row[1]
|
stock_names[row[0]] = row[1]
|
||||||
|
|
||||||
# 确定目标交易日
|
# 确定目标交易日和涨跌幅基准日（处理跨周末场景）
|
||||||
target_date = get_trading_day_near_date(event_datetime.date())
|
# - 周五15:00后到周一15:00前，分时图显示周一行情，涨跌幅基于周五收盘价
|
||||||
is_after_market = event_datetime.time() > dt_time(15, 0)
|
target_date, prev_trading_day = get_target_and_prev_trading_day(event_datetime)
|
||||||
|
|
||||||
if target_date and is_after_market:
|
|
||||||
next_trade_date = get_trading_day_near_date(target_date + timedelta(days=1))
|
|
||||||
if next_trade_date:
|
|
||||||
target_date = next_trade_date
|
|
||||||
|
|
||||||
if not target_date:
|
if not target_date:
|
||||||
# 返回空数据（使用原始代码作为 key）
|
# 返回空数据（使用原始代码作为 key）
|
||||||
@@ -8103,21 +8142,24 @@ def get_batch_kline_data():
|
|||||||
results = {}
|
results = {}
|
||||||
|
|
||||||
if chart_type == 'timeline':
|
if chart_type == 'timeline':
|
||||||
# 批量获取昨收价（从 MySQL ea_trade 表）
|
# 批量获取前收盘价（从 MySQL ea_trade 表）
|
||||||
|
# 使用 prev_trading_day 作为基准日期（处理跨周末场景）
|
||||||
prev_close_map = {}
|
prev_close_map = {}
|
||||||
target_date_str = target_date.strftime('%Y%m%d')
|
if prev_trading_day:
|
||||||
with engine.connect() as conn:
|
prev_date_str = prev_trading_day.strftime('%Y%m%d')
|
||||||
base_codes = list(set([code.split('.')[0] for code in codes]))
|
with engine.connect() as conn:
|
||||||
if base_codes:
|
base_codes = list(set([code.split('.')[0] for code in codes]))
|
||||||
placeholders = ','.join([f':code{i}' for i in range(len(base_codes))])
|
if base_codes:
|
||||||
params = {f'code{i}': code for i, code in enumerate(base_codes)}
|
placeholders = ','.join([f':code{i}' for i in range(len(base_codes))])
|
||||||
params['trade_date'] = target_date_str
|
params = {f'code{i}': code for i, code in enumerate(base_codes)}
|
||||||
result = conn.execute(text(f"""
|
params['trade_date'] = prev_date_str
|
||||||
SELECT SECCODE, F007N FROM ea_trade
|
result = conn.execute(text(f"""
|
||||||
WHERE SECCODE IN ({placeholders}) AND TRADEDATE = :trade_date AND F007N > 0
|
SELECT SECCODE, F007N FROM ea_trade
|
||||||
"""), params).fetchall()
|
WHERE SECCODE IN ({placeholders}) AND TRADEDATE = :trade_date AND F007N > 0
|
||||||
for row in result:
|
"""), params).fetchall()
|
||||||
prev_close_map[row[0]] = float(row[1])
|
for row in result:
|
||||||
|
prev_close_map[row[0]] = float(row[1])
|
||||||
|
print(f"分时图基准日期: {prev_trading_day}, 查询到 {len(prev_close_map)} 条前收盘价")
|
||||||
|
|
||||||
# 批量查询分时数据（使用标准化代码查询 ClickHouse）
|
# 批量查询分时数据（使用标准化代码查询 ClickHouse）
|
||||||
batch_data = client.execute("""
|
batch_data = client.execute("""
|
||||||
|
|||||||
File diff suppressed because it is too large
Load Diff
1175
public/htmls/七腾机器人.html
Normal file
1175
public/htmls/七腾机器人.html
Normal file
File diff suppressed because it is too large
Load Diff
1154
public/htmls/商业航天北交所.html
Normal file
1154
public/htmls/商业航天北交所.html
Normal file
File diff suppressed because it is too large
Load Diff
643
public/htmls/智谱华章.html
Normal file
643
public/htmls/智谱华章.html
Normal file
File diff suppressed because one or more lines are too long
800
public/htmls/航空航天线缆.html
Normal file
800
public/htmls/航空航天线缆.html
Normal file
@@ -0,0 +1,800 @@
|
|||||||
|
<!DOCTYPE html>
|
||||||
|
<html lang="zh-CN">
|
||||||
|
<head>
|
||||||
|
<meta charset="UTF-8">
|
||||||
|
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||||
|
<title>航空航天线缆概念深度分析报告 - 价小前投研</title>
|
||||||
|
<!-- Tailwind CSS and DaisyUI CDN -->
|
||||||
|
<link href="https://cdn.jsdelivr.net/npm/daisyui@latest/dist/full.css" rel="stylesheet" type="text/css" />
|
||||||
|
<script src="https://cdn.tailwindcss.com"></script>
|
||||||
|
<!-- Alpine.js CDN -->
|
||||||
|
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||||||
|
<!-- Echarts CDN -->
|
||||||
|
<script src="https://cdn.jsdelivr.net/npm/echarts@5.3.3/dist/echarts.min.js"></script>
|
||||||
|
<style>
|
||||||
|
body {
|
||||||
|
font-family: 'Space Mono', monospace; /* FUI thematic font */
|
||||||
|
}
|
||||||
|
/* Custom FUI/Glassmorphism/James Turrell inspired styles */
|
||||||
|
.fui-container {
|
||||||
|
position: relative;
|
||||||
|
z-index: 1;
|
||||||
|
}
|
||||||
|
.fui-card {
|
||||||
|
backdrop-filter: blur(16px);
|
||||||
|
background-color: rgba(255, 255, 255, 0.08); /* Semi-transparent background */
|
||||||
|
border: 1px solid rgba(255, 255, 255, 0.15); /* Soft white border */
|
||||||
|
border-radius: 2.5rem; /* Extreme rounded corners */
|
||||||
|
box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.2);
|
||||||
|
padding: 1.5rem;
|
||||||
|
margin-bottom: 1.5rem;
|
||||||
|
transition: all 0.3s ease-in-out; /* Smooth transitions for hover/Alpine */
|
||||||
|
}
|
||||||
|
.fui-card:hover {
|
||||||
|
background-color: rgba(255, 255, 255, 0.12); /* Slightly more opaque on hover */
|
||||||
|
border-color: rgba(255, 255, 255, 0.25);
|
||||||
|
box-shadow: 0 12px 48px 0 rgba(0, 0, 0, 0.3);
|
||||||
|
transform: translateY(-2px); /* Subtle lift effect */
|
||||||
|
}
|
||||||
|
.fui-glow {
|
||||||
|
position: absolute;
|
||||||
|
width: 300px;
|
||||||
|
height: 300px;
|
||||||
|
background: radial-gradient(circle, rgba(139, 92, 246, 0.5) 0%, rgba(139, 92, 246, 0) 70%); /* Purple glow */
|
||||||
|
border-radius: 50%;
|
||||||
|
filter: blur(80px);
|
||||||
|
opacity: 0.3;
|
||||||
|
z-index: 0;
|
||||||
|
animation: pulse 10s infinite alternate;
|
||||||
|
}
|
||||||
|
.fui-glow-1 { top: 10%; left: 5%; animation-delay: 0s; }
|
||||||
|
.fui-glow-2 { top: 40%; right: 10%; background: radial-gradient(circle, rgba(59, 130, 246, 0.5) 0%, rgba(59, 130, 246, 0) 70%); animation-delay: 3s; } /* Blue glow */
|
||||||
|
.fui-glow-3 { bottom: 15%; left: 20%; background: radial-gradient(circle, rgba(16, 185, 129, 0.5) 0%, rgba(16, 185, 129, 0) 70%); animation-delay: 6s; } /* Green glow */
|
||||||
|
|
||||||
|
@keyframes pulse {
|
||||||
|
0% { transform: scale(1) translate(0, 0); opacity: 0.3; }
|
||||||
|
50% { transform: scale(1.2) translate(20px, -20px); opacity: 0.5; }
|
||||||
|
100% { transform: scale(1) translate(0, 0); opacity: 0.3; }
|
||||||
|
}
|
||||||
|
/* Echarts specific styling to match theme */
|
||||||
|
.chart-container {
|
||||||
|
background-color: rgba(0, 0, 0, 0.2); /* Darker background for charts */
|
||||||
|
border-radius: 1.5rem;
|
||||||
|
padding: 1rem;
|
||||||
|
margin-top: 1.5rem;
|
||||||
|
height: 400px; /* Standard height for charts */
|
||||||
|
box-shadow: inset 0 0 15px rgba(139, 92, 246, 0.2); /* Subtle inner glow */
|
||||||
|
}
|
||||||
|
/* Custom scrollbar for better FUI look */
|
||||||
|
::-webkit-scrollbar {
|
||||||
|
width: 8px;
|
||||||
|
}
|
||||||
|
::-webkit-scrollbar-track {
|
||||||
|
background: rgba(255, 255, 255, 0.05);
|
||||||
|
border-radius: 10px;
|
||||||
|
}
|
||||||
|
::-webkit-scrollbar-thumb {
|
||||||
|
background: rgba(139, 92, 246, 0.5);
|
||||||
|
border-radius: 10px;
|
||||||
|
}
|
||||||
|
::-webkit-scrollbar-thumb:hover {
|
||||||
|
background: rgba(139, 92, 246, 0.7);
|
||||||
|
}
|
||||||
|
.prose strong {
|
||||||
|
color: #E2E8F0; /* Brighter white for strong text in prose */
|
||||||
|
}
|
||||||
|
</style>
|
||||||
|
</head>
|
||||||
|
<body class="bg-gradient-to-br from-gray-900 via-blue-950 to-purple-950 min-h-screen text-gray-100 font-mono p-8 relative overflow-x-hidden">
|
||||||
|
|
||||||
|
<!-- FUI background elements (James Turrell inspired light washes) -->
|
||||||
|
<div class="fui-glow fui-glow-1"></div>
|
||||||
|
<div class="fui-glow fui-glow-2"></div>
|
||||||
|
<div class="fui-glow fui-glow-3"></div>
|
||||||
|
|
||||||
|
<div class="fui-container max-w-7xl mx-auto relative z-10">
|
||||||
|
|
||||||
|
<header class="text-center mb-10 fui-card">
|
||||||
|
<h1 class="text-5xl font-extrabold text-transparent bg-clip-text bg-gradient-to-r from-purple-400 to-blue-300 drop-shadow-lg mb-4">航空航天线缆概念深度分析报告</h1>
|
||||||
|
<p class="text-lg text-gray-300">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 投研呈现</p>
|
||||||
|
<p class="text-sm text-yellow-300 mt-2">本报告为AI合成数据，投资需谨慎。</p>
|
||||||
|
</header>
|
||||||
|
|
||||||
|
<!-- Bento Grid for key insights -->
|
||||||
|
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mb-8">
|
||||||
|
<div class="fui-card col-span-1 md:col-span-2 lg:col-span-3">
|
||||||
|
<h2 class="text-3xl font-bold text-blue-300 mb-4 flex items-center"><span class="mr-3 text-purple-400 text-4xl">◎</span>概念事件：宏观驱动与市场催化</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<p class="text-lg">航空航天线缆概念近期受到市场高度关注，其背后是多重国家战略、技术进步和市场需求的叠加效应。</p>
|
||||||
|
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mt-6">
|
||||||
|
<div class="p-4 bg-white/5 rounded-2xl border border-white/10">
|
||||||
|
<h3 class="text-xl font-semibold text-purple-300 mb-2">国家战略驱动</h3>
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li>国防建设持续投入，军工特种线缆需求增长。</li>
|
||||||
|
<li>“十四五”规划明确航天产业目标，如卫星互联网、商业航天、低空经济。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="p-4 bg-white/5 rounded-2xl border border-white/10">
|
||||||
|
<h3 class="text-xl font-semibold text-blue-300 mb-2">商业航天爆发式增长</h3>
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li><span class="font-bold text-yellow-300">高价值量：</span>火箭线缆系统价值<span class="text-green-300">1000万元</span>。大型卫星单翼<span class="text-green-300">100万+</span>，双翼<span class="text-green-300">300-400万</span>。低轨小卫星<span class="text-green-300">100-200万</span>。</li>
|
||||||
|
<li>发射提速与可回收技术成熟，带动耗材需求。</li>
|
||||||
|
<li>卫星互联网组网加速，太空算力、激光通信、供电系统受益。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="p-4 bg-white/5 rounded-2xl border border-white/10">
|
||||||
|
<h3 class="text-xl font-semibold text-green-300 mb-2">国产替代浪潮</h3>
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li>宝胜股份铝合金线缆完成国产化。</li>
|
||||||
|
<li>华菱线缆在长征系列火箭配套中占<span class="text-green-300">70-80%</span>市场份额。</li>
|
||||||
|
<li>预计2027年市场规模超<span class="text-green-300">百亿元</span>。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="p-4 bg-white/5 rounded-2xl border border-white/10">
|
||||||
|
<h3 class="text-xl font-semibold text-red-300 mb-2">低空经济兴起</h3>
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li>通用航空基础设施对特种电缆产生新需求。</li>
|
||||||
|
<li>飞行器本身、低空通信、导航等基础设施均需配套线缆。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card lg:col-span-2">
|
||||||
|
<h2 class="text-3xl font-bold text-purple-300 mb-4 flex items-center"><span class="mr-3 text-blue-400 text-4xl">⌘</span>公司层面进展与布局 (华菱线缆示例)</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li><span class="font-bold text-yellow-300">核心地位：</span>产品应用于长征系列火箭、神舟系列飞船、空间站等国家重点工程。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">战略布局：</span>拟收购湖南星鑫航天新材料控制权，完善产业链，深化航空航天业务。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">业绩亮点：</span>2025年1-2月航空航天及融合装备用电缆收入较2024年同期<span class="text-green-300">增长232.07%</span>，在手订单显著提升。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">产业链延伸：</span>泛亚微透、中广核技、瑞华泰、肯特股份等提供高性能绝缘材料、防热材料支撑。国缆检测保障产品质量。</li>
|
||||||
|
</ul>
|
||||||
|
<div id="chart-aero-revenue" class="chart-container"></div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card col-span-1">
|
||||||
|
<h2 class="text-3xl font-bold text-green-300 mb-4 flex items-center"><span class="mr-3 text-yellow-400 text-4xl">△</span>时间轴概要</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<ul class="list-disc list-inside text-gray-300">
|
||||||
|
<li><span class="font-bold">2024年下半年：</span> 华菱线缆军方审计审查影响预计消除，需求恢复。</li>
|
||||||
|
<li><span class="font-bold">2024年底：</span> 华菱线缆航空航天及融合装备用电缆在手订单达<span class="text-green-300">666.26万元</span>。</li>
|
||||||
|
<li><span class="font-bold">2025年1-2月：</span> 华菱线缆航空航天及融合装备用电缆收入同比<span class="text-green-300">增长232.07%</span>。</li>
|
||||||
|
<li><span class="font-bold">2025年2月底：</span> 华菱线缆航空航天及融合装备用电缆在手订单达<span class="text-green-300">1085.09万元</span>。</li>
|
||||||
|
<li><span class="font-bold">2025年3月：</span> 华菱线缆拟收购星鑫航天公告。</li>
|
||||||
|
<li><span class="font-bold">2025年下半年至2026年上半年：</span> 商业航天发射预计提速，订单或放量。</li>
|
||||||
|
<li><span class="font-bold">2026年中后期：</span> SpaceX IPO预期，带动全球商业航天产业链热情。</li>
|
||||||
|
<li><span class="font-bold">2027年：</span> 预计国防融合装备用特种线缆及组件市场需求规模超<span class="text-green-300">百亿元</span>。</li>
|
||||||
|
</ul>
|
||||||
|
<div id="chart-aero-orders" class="chart-container"></div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card mb-8">
|
||||||
|
<h2 class="text-3xl font-bold text-orange-300 mb-4 flex items-center"><span class="mr-3 text-blue-400 text-4xl">▲</span>核心观点摘要</h2>
|
||||||
|
<p class="text-lg text-gray-200">航空航天线缆概念正处于<span class="font-bold text-yellow-300">基本面驱动与主题炒作交织的初期爆发阶段</span>。其核心逻辑在于国家战略对军工、商业航天及低空经济的强力支持，叠加国产化替代需求和高壁垒技术特性，共同催生了对高性能特种线缆的巨大需求。未来，随着商业航天发射提速和相关政策落地，该概念具备<span class="font-bold text-green-300">显著的长期增长潜力</span>，头部企业有望率先受益。</p>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
|
||||||
|
<div class="fui-card">
|
||||||
|
<h2 class="text-3xl font-bold text-pink-300 mb-4 flex items-center"><span class="mr-3 text-yellow-400 text-4xl">▶</span>概念的核心逻辑与市场认知分析</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300">核心驱动力</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">国家战略与政策导向：</span>军工现代化、商业航天与卫星互联网、低空经济、C919国产化。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">技术壁垒与高附加值：</span>耐极端环境、轻量化、高可靠性、高传输速率。华菱线缆航空航天业务<span class="text-green-300">8%收入贡献30-40%利润</span>。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">国产替代与产业链自主可控：</span>宝胜股份国产化、华菱线缆高市场份额、收购星鑫航天强化产业链。</li>
|
||||||
|
</ul>
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">市场热度与情绪</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>新闻热度与板块效应：电缆股因商业航天概念大幅上涨，华菱线缆电话会议数据刺激市场预期。</li>
|
||||||
|
<li>研报密集度：多份研报对核心公司给出积极预期，提升评级。</li>
|
||||||
|
<li>公司高层积极展望：华菱线缆管理层强调“长期增长潜力”、“2025年后增速显著”。</li>
|
||||||
|
<li>乐观情绪中的谨慎：提及军方审计审查影响短期业绩波动。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="fui-card">
|
||||||
|
<h2 class="text-3xl font-bold text-cyan-300 mb-4 flex items-center"><span class="mr-3 text-purple-400 text-4xl">▰</span>预期差分析</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">短期业绩与长期潜力之间的张力：</span>研报乐观数据（如<span class="text-green-300">232.07%增长</span>）与路演揭示的短期军方审计审查影响形成对比。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">核心公司与概念普涨之间的纯粹度差异：</span>市场对“电缆”或“航空航天”相关企业不加区分炒作，可能导致业务关联度不强、基本面支撑不足的公司上涨。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">价值量与实际营收体量的差距：</span>单体设备线缆价值高昂（如火箭<span class="text-green-300">1000万元</span>），但航空航天订单小批量、定制化、长周期，营收占比可能有限。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-8">
|
||||||
|
<div class="fui-card">
|
||||||
|
<h2 class="text-3xl font-bold text-yellow-300 mb-4 flex items-center"><span class="mr-3 text-pink-400 text-4xl">⚡</span>关键催化剂与未来发展路径</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300">近期催化剂 (未来3-6个月)</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">军方审计审查结果及需求恢复：</span>预计<span class="text-green-300">2024年底</span>审计结束，需求恢复及“十四五规划”推动增长。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">卫星互联网业务许可落地及组网加速：</span>直接拉动下游卫星制造和发射配套线缆需求。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">商业航天发射任务密集进行：</span><span class="text-green-300">2025年下半年至2026年上半年</span>发射有望提速。</li>
|
||||||
|
<li>华菱线缆收购星鑫航天进展。</li>
|
||||||
|
<li>核心企业订单持续增长公告。</li>
|
||||||
|
</ul>
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">长期发展路径</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">卫星互联网规模化建设：</span>海量卫星内部、星间链路、地面站配套线缆需求，推动线缆向<span class="text-green-300">更小、更轻、更高频、抗辐照</span>发展。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">低空经济全面发展：</span>eVTOL、无人机、基础设施对<span class="text-green-300">轻量化、高柔性、抗干扰</span>线缆需求。</li>
|
||||||
|
<li>国防现代化与国产替代深化：军用装备升级对特种线缆性能要求更高，<span class="text-green-300">2027年市场规模超百亿元</span>。</li>
|
||||||
|
<li>技术创新与材料升级：新材料、新结构、新功能线缆发展。</li>
|
||||||
|
<li>产业链垂直整合与横向拓展：行业整合与技术外溢。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="fui-card">
|
||||||
|
<h2 class="text-3xl font-bold text-red-300 mb-4 flex items-center"><span class="mr-3 text-orange-400 text-4xl">⚠</span>潜在风险与挑战</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300">技术风险</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>极端环境适应性挑战：超高温、超低温、高真空、高辐照等。</li>
|
||||||
|
<li>高速数据传输与轻量化并存：技术实现难度高，光纤替代可能。</li>
|
||||||
|
<li>产品导入不及预期：验证周期长，认证、测试、小批量生产延误。</li>
|
||||||
|
</ul>
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">商业化风险</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>市场开拓与订单波动：军工订单特殊性，军方审计审查影响。</li>
|
||||||
|
<li>成本控制与原材料价格波动：铜、铝等成本占比高，油价、汇率影响利润。</li>
|
||||||
|
<li>市场接受度与商业航天进度：产业早期，商业模式、发射频率、下游应用启动不确定性。</li>
|
||||||
|
<li>高附加值但小批量：难以实现大规模量产，营收体量增长受限。</li>
|
||||||
|
</ul>
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">政策与竞争风险</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>政策不确定性：宏观政策、军工采购、商业航天扶持政策可能调整。</li>
|
||||||
|
<li>行业竞争加剧：更多企业进入可能导致竞争激烈。</li>
|
||||||
|
<li>国产替代的隐性挑战：国际巨头技术积累深厚，国内企业需持续追赶。</li>
|
||||||
|
</ul>
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">信息交叉验证风险</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>概念股泛滥与纯粹度问题：市场炒作可能波及业务关联度不强的公司。</li>
|
||||||
|
<li>非直接相关信息过度解读：避免过度联想与概念混淆。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card mb-8">
|
||||||
|
<h2 class="text-3xl font-bold text-indigo-300 mb-4 flex items-center"><span class="mr-3 text-green-400 text-4xl">▚</span>产业链与核心公司深度剖析</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300">产业链图谱</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">上游 (核心材料与部件):</span> 绝缘材料/护套材料（聚酰亚胺、含氟聚合物、XETFE、气凝胶、防热材料等），导体材料（高纯度铜、铝合金、镀银铜线）。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">中游 (线缆设计、制造与集成):</span> 特种线缆与组件制造商（耐高温、耐低温、抗辐照、轻量化、高可靠性、高带宽等各类航空航天用电缆、光缆及其组件），线缆检测服务。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">下游 (终端应用与客户):</span> 运载火箭、卫星、飞船、空间站、探测器、军用/民用飞机、无人机、低空飞行器。主要客户包括航天科技集团、航天科工集团、中航集团、商业航天公司等。</li>
|
||||||
|
</ul>
|
||||||
|
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6 mb-4">核心玩家对比</h3>
|
||||||
|
<div class="overflow-x-auto">
|
||||||
|
<table class="table table-zebra w-full text-gray-200 border border-white/10 rounded-2xl">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="bg-blue-800/30 text-blue-200 rounded-tl-2xl">公司名称</th>
|
||||||
|
<th class="bg-blue-800/30 text-blue-200">核心业务/产品</th>
|
||||||
|
<th class="bg-blue-800/30 text-blue-200">航空航天线缆相关性</th>
|
||||||
|
<th class="bg-blue-800/30 text-blue-200">竞争优势/亮点</th>
|
||||||
|
<th class="bg-blue-800/30 text-blue-200 rounded-tr-2xl">潜在风险/挑战</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">华菱线缆</td>
|
||||||
|
<td>特种电缆，包括宇航员出舱用脐带电缆、高温导线、展收电缆。</td>
|
||||||
|
<td>核心航空航天线缆供应商，产品应用于火箭、飞船、空间站。</td>
|
||||||
|
<td>国家队核心供应商，高价值产品独家供应，拟收购星鑫航天完善产业链。</td>
|
||||||
|
<td>军工订单波动，军方审计审查影响短期毛利率。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">通光线缆</td>
|
||||||
|
<td>光纤光缆、输电线缆、装备线缆（含航空航天用耐高温电缆）。</td>
|
||||||
|
<td>航空航天用耐高温电缆供应商。</td>
|
||||||
|
<td>中航集团、航天科技集团等合格供应商，客户资源优质。</td>
|
||||||
|
<td>航空航天业务销售额占比小，纯粹度不高。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">宝胜股份</td>
|
||||||
|
<td>线缆及电气线路。</td>
|
||||||
|
<td>轻量化铝合金复合绝缘航空航天线缆完成国产化。</td>
|
||||||
|
<td>具备国产替代能力。</td>
|
||||||
|
<td>具体业务规模和盈利能力信息较少。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">全信股份</td>
|
||||||
|
<td>线缆组件。</td>
|
||||||
|
<td>线缆组件产品以航空航天为主。</td>
|
||||||
|
<td>业务聚焦航空航天，相关生产项目已达可使用状态。</td>
|
||||||
|
<td>具体产品细节和市场份额信息不足。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">泛亚微透</td>
|
||||||
|
<td>高性能薄膜、气凝胶、高性能线缆（参股公司）。</td>
|
||||||
|
<td>提供航空航天线缆用聚酰亚胺/含氟聚合物绝缘复合薄膜、气凝胶等材料。</td>
|
||||||
|
<td>位于产业链上游，技术壁垒高。</td>
|
||||||
|
<td>材料环节，受下游线缆厂商需求影响，具体营收占比未详。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">中广核技</td>
|
||||||
|
<td>辐照交联聚乙烯-四氟乙烯共聚物（XETFE）电缆料。</td>
|
||||||
|
<td>XETFE电缆料可用于航空航天线缆生产。</td>
|
||||||
|
<td>提供关键技术和材料。</td>
|
||||||
|
<td>业务范围广，航空航天线缆材料占比不高，纯粹度低。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">瑞华泰</td>
|
||||||
|
<td>特种涂氟高性能聚酰亚胺复合膜。</td>
|
||||||
|
<td>专注于“航空航天线缆同特种涂氟高性能聚酰亚胺复合膜产业化项目”。</td>
|
||||||
|
<td>聚焦高壁垒材料。</td>
|
||||||
|
<td>项目进展和市场化程度需持续关注。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">国缆检测</td>
|
||||||
|
<td>线缆检测服务。</td>
|
||||||
|
<td>拥有航空航天线缆检测实验室。</td>
|
||||||
|
<td>受益于行业高标准和产品放量。</td>
|
||||||
|
<td>业务模式相对单一，增长空间受限于检测需求。</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">华通线缆</td>
|
||||||
|
<td>电力电缆、油服装备、数据中心电缆等。</td>
|
||||||
|
<td>拥有“航空航天用复合电缆”专利。</td>
|
||||||
|
<td>（专利层面）</td>
|
||||||
|
<td>路演主要聚焦通用线缆市场，未直接提及航空航天业务进展，纯粹度不高。</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card mb-8">
|
||||||
|
<h2 class="text-3xl font-bold text-purple-300 mb-4 flex items-center"><span class="mr-3 text-orange-400 text-4xl">☑</span>综合结论与投资启示</h2>
|
||||||
|
<div class="prose prose-invert text-gray-200">
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300">综合结论</h3>
|
||||||
|
<p>航空航天线缆概念当前正处于<span class="font-bold text-yellow-300">基本面驱动与主题炒作并存的阶段</span>。国家战略层面的强烈支持、商业航天的爆发式增长、国防现代化建设以及国产化替代的紧迫需求，共同构成了该概念坚实的基本面支撑。部分头部企业已展现出明确的业务增长和战略布局，印证了行业的高成长性。长期来看，其发展前景确定性强，但短期内需要警惕市场情绪过热和非核心标的带来的回调风险。</p>
|
||||||
|
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">最具投资价值的细分环节或方向</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li><span class="font-bold text-yellow-300">高壁垒、高附加值的特种线缆制造头部企业：</span> 拥有核心技术、客户积累、产品毛利率高，且受益于国产替代和新领域的拓展（卫星互联网、低空经济）。<span class="text-green-300">华菱线缆（001208）</span>作为国家队核心供应商，产品线缆价值量高，战略聚焦航空航天，拟通过并购完善产业链，且<span class="text-green-300">2025年1-2月航空航天及融合装备用电缆收入同比增长232.07%</span>，基本面逻辑纯粹且强劲。此外，<span class="text-green-300">全信股份（300447）</span>因业务聚焦航空航天线缆组件，也具备较高纯度。</li>
|
||||||
|
<li><span class="font-bold text-yellow-300">高性能、独特性上游材料供应商：</span> 航空航天线缆的性能决定于其核心材料。提供高技术壁垒、稀缺性绝缘材料、防热材料的企业，将持续受益于线缆技术的升级和放量。例如，<span class="text-green-300">泛亚微透（688386）</span>提供聚酰亚胺/含氟聚合物绝缘复合薄膜等；<span class="text-green-300">瑞华泰（688323）</span>专注于特种涂氟高性能聚酰亚胺复合膜；<span class="text-green-300">中广核技（000881）</span>提供XETFE电缆料。</li>
|
||||||
|
</ul>
|
||||||
|
|
||||||
|
<h3 class="text-2xl font-semibold text-blue-300 mt-6">需要重点跟踪和验证的关键指标</h3>
|
||||||
|
<ul class="list-disc list-inside">
|
||||||
|
<li>头部公司航空航天业务的财务数据：重点关注华菱线缆、全信股份等公司航空航天线缆业务的<span class="font-bold text-yellow-300">营收占比、毛利率变化及在手订单金额与增速</span>。</li>
|
||||||
|
<li>军工订单审计审查进度与需求恢复情况：持续跟踪军方审计审查的结束时间及其对公司航空航天线缆订单和业绩的实际影响。</li>
|
||||||
|
<li>商业航天发射频率和卫星组网进度：关注国家和商业航天公司的火箭发射数量、低轨卫星部署速度，以及“卫星移动通信业务许可”的落地情况。</li>
|
||||||
|
<li>低空经济相关政策落地及产业化进展：跟踪低空经济发展规划、基础设施建设投资、eVTOL等新型飞行器的商业化进展。</li>
|
||||||
|
<li>国产替代关键产品的渗透率和市场份额：关注宝胜股份等公司国产化产品的市场导入情况，以及国产航空航天线缆在整体市场中的份额提升速度。</li>
|
||||||
|
<li>技术创新和标准制定：关注新型耐极端环境材料、轻量化、高带宽线缆的研发进展和技术突破。</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card mb-8">
|
||||||
|
<h2 class="text-3xl font-bold text-yellow-300 mb-4 flex items-center"><span class="mr-3 text-red-400 text-4xl">📈</span>近期股票异动分析 (涨幅 > 5% 且与概念相关度高)</h2>
|
||||||
|
<div class="overflow-x-auto">
|
||||||
|
<table class="table table-zebra w-full text-gray-200 border border-white/10 rounded-2xl">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="bg-red-800/30 text-red-200 rounded-tl-2xl">股票名称</th>
|
||||||
|
<th class="bg-red-800/30 text-red-200">代码</th>
|
||||||
|
<th class="bg-red-800/30 text-red-200">涨幅</th>
|
||||||
|
<th class="bg-red-800/30 text-red-200">交易日期</th>
|
||||||
|
<th class="bg-red-800/30 text-red-200 rounded-tr-2xl">核心涨幅原因概述</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">晨光电缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=920639" target="_blank" class="text-blue-400 hover:text-blue-200">920639</a></td>
|
||||||
|
<td class="text-green-400">9.01%</td>
|
||||||
|
<td>2025-12-11</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
商业航天快速发展（SpaceX IPO预期，火箭/卫星线缆高价值量），华菱线缆数据刺激市场。电缆板块整体走强，市场情绪和资金推动。北证市场活跃度提升。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">再升科技</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=603601" target="_blank" class="text-blue-400 hover:text-blue-200">603601</a></td>
|
||||||
|
<td class="text-green-400">10.0%</td>
|
||||||
|
<td>2025-07-04</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
央媒报道“国产飞机棉”打破垄断并配套C919/SpaceX，稀缺性重估。公司是国内唯一能量产航空级超细玻璃纤维棉民企，已批量配套C919，并小批量供货SpaceX Falcon 9隔热层。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">爱乐达</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=300696" target="_blank" class="text-blue-400 hover:text-blue-200">300696</a></td>
|
||||||
|
<td class="text-green-400">20.0%</td>
|
||||||
|
<td>2025-08-04</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
建军98周年“新型航空装备小批量生产”信号，叠加商业航天（火箭整流罩）、低空经济政策（无人机、eVTOL结构件）催化。公司主营航空零部件精密制造，深度参与C919、军用五代机及商用航天火箭供应链。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">球冠电缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=920682" target="_blank" class="text-blue-400 hover:text-blue-200">920682</a></td>
|
||||||
|
<td class="text-green-400">6.44%</td>
|
||||||
|
<td>2025-12-11</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
商业航天、消费及燃气轮机等热点领域驱动电缆板块走强。SpaceX IPO预期、华菱线缆电话会议数据带动市场对商业航天电缆概念的追捧。北交所市场活跃。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">高华科技</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=688539" target="_blank" class="text-blue-400 hover:text-blue-200">688539</a></td>
|
||||||
|
<td class="text-green-400">11.39%</td>
|
||||||
|
<td>2025-08-15</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
商业航天概念关注度上升，公司作为传感器供应商，与蓝箭航天、中科宇航等多家商业航天公司合作。产品应用于运载火箭及航空领域（飞行控制、机电系统）。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">航天电器</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002025" target="_blank" class="text-blue-400 hover:text-blue-200">002025</a></td>
|
||||||
|
<td class="text-green-400">5.32%</td>
|
||||||
|
<td>2025-06-25</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
军工板块整体走强，商业航天领域利好消息集中释放（2025下半年至2026上半年发射提速，政策支持，成本下降），公司治理结构稳定。军事航天领域重视度提升。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
<tr x-data="{ expanded: false }">
|
||||||
|
<td class="text-green-300">广联航空</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=300900" target="_blank" class="text-blue-400 hover:text-blue-200">300900</a></td>
|
||||||
|
<td class="text-green-400">10.96%</td>
|
||||||
|
<td>2025-12-05</td>
|
||||||
|
<td>
|
||||||
|
<div :class="{ 'line-clamp-2': !expanded }" class="whitespace-normal">
|
||||||
|
公司披露在商业航天领域战略定位（运载火箭关键结构件+航天器配套组件），明确业务矩阵和发展路径。市场情绪与商业航天板块联动，以及“人形机器人”次级催化。
|
||||||
|
</div>
|
||||||
|
<button @click="expanded = !expanded" class="text-blue-400 hover:underline text-sm mt-1">
|
||||||
|
<span x-show="!expanded">展开</span>
|
||||||
|
<span x-show="expanded">收起</span>
|
||||||
|
</button>
|
||||||
|
</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="fui-card mb-8">
|
||||||
|
<h2 class="text-3xl font-bold text-teal-300 mb-4 flex items-center"><span class="mr-3 text-red-400 text-4xl">◫</span>核心概念股票列表</h2>
|
||||||
|
<div class="overflow-x-auto">
|
||||||
|
<table class="table table-zebra w-full text-gray-200 border border-white/10 rounded-2xl">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th class="bg-teal-800/30 text-teal-200 rounded-tl-2xl">股票名称</th>
|
||||||
|
<th class="bg-teal-800/30 text-teal-200">股票代码</th>
|
||||||
|
<th class="bg-teal-800/30 text-teal-200">关联理由</th>
|
||||||
|
<th class="bg-teal-800/30 text-teal-200 rounded-tr-2xl">标签</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">华菱线缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=001208" target="_blank" class="text-blue-400 hover:text-blue-200">001208</a></td>
|
||||||
|
<td>公司产品包括地面发射场用点火缆和火箭本体用高温导线（公司供应产品价值量在150-300万）；扁平柔性展收电缆（太阳翼，国内为独家供应）</td>
|
||||||
|
<td>航天线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">通光线缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=300265" target="_blank" class="text-blue-400 hover:text-blue-200">300265</a></td>
|
||||||
|
<td>公司产品包括航空航天用耐高温电缆，公司是中航集团、航天科技集团、航天科工集团主要合格供应商</td>
|
||||||
|
<td>航天线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">宝胜股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=600973" target="_blank" class="text-blue-400 hover:text-blue-200">600973</a></td>
|
||||||
|
<td>公司航空航天及电气线路方面，轻量化铝合金复合绝缘航空航天线缆完成产品国产化</td>
|
||||||
|
<td>航天线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">华通线缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=605196" target="_blank" class="text-blue-400 hover:text-blue-200">605196</a></td>
|
||||||
|
<td>实用新型专利授权：航空航天用复合电缆</td>
|
||||||
|
<td>航天线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">全信股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=300447" target="_blank" class="text-blue-400 hover:text-blue-200">300447</a></td>
|
||||||
|
<td>公司线缆组件产品以航空航天为主；公司“航空航天用高性能线缆及轨道交通用数据线缆生产项目”已达到可使用状态</td>
|
||||||
|
<td>航天线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">泛亚微透</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=688386" target="_blank" class="text-blue-400 hover:text-blue-200">688386</a></td>
|
||||||
|
<td>公司的航空航天线缆用聚酰亚胺/含氟聚合物绝缘复合薄膜、气凝胶以及参股公司的高性能线缆等产品均已成功用于航空航天等领域</td>
|
||||||
|
<td>航天线缆材料</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">中广核技</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=000881" target="_blank" class="text-blue-400 hover:text-blue-200">000881</a></td>
|
||||||
|
<td>公司开发的辐照交联聚乙烯-四氟乙烯共聚物（XETFE）电缆料可用于航空航天线缆的生产</td>
|
||||||
|
<td>航天线缆材料</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">瑞华泰</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=688323" target="_blank" class="text-blue-400 hover:text-blue-200">688323</a></td>
|
||||||
|
<td>航空航天线缆同特种涂氟高性能聚酰亚胺复合膜产业化项目</td>
|
||||||
|
<td>航天线缆材料</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-green-300">国缆检测</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=301289" target="_blank" class="text-blue-400 hover:text-blue-200">301289</a></td>
|
||||||
|
<td>航空航天线缆检测实验室</td>
|
||||||
|
<td>检测</td>
|
||||||
|
</tr>
|
||||||
|
<!-- Other Cable Companies - listed as per input, but styled differently to reflect lower direct relevance -->
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">远东股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=600869" target="_blank" class="text-blue-400 hover:text-blue-200">600869</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">亨通光电</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=600487" target="_blank" class="text-blue-400 hover:text-blue-200">600487</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">起帆电缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=605222" target="_blank" class="text-blue-400 hover:text-blue-200">605222</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">汉缆股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002498" target="_blank" class="text-blue-400 hover:text-blue-200">002498</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">万马股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002276" target="_blank" class="text-blue-400 hover:text-blue-200">002276</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">太阳电缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002300" target="_blank" class="text-blue-400 hover:text-blue-200">002300</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">杭电股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=603618" target="_blank" class="text-blue-400 hover:text-blue-200">603618</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">中超控股</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002471" target="_blank" class="text-blue-400 hover:text-blue-200">002471</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">东方电缆</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=603606" target="_blank" class="text-blue-400 hover:text-blue-200">603606</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">中辰股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=300933" target="_blank" class="text-blue-400 hover:text-blue-200">300933</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">久盛电气</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=301082" target="_blank" class="text-blue-400 hover:text-blue-200">301082</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
<tr>
|
||||||
|
<td class="text-gray-400">远程股份</td>
|
||||||
|
<td><a href="https://valuefrontier.cn/company?scode=002692" target="_blank" class="text-blue-400 hover:text-blue-200">002692</a></td>
|
||||||
|
<td>未明确提及航空航天线缆具体业务，但为线缆行业公司</td>
|
||||||
|
<td>其他线缆</td>
|
||||||
|
</tr>
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<script type="text/javascript">
|
||||||
|
// Echarts for华菱线缆收入增长
|
||||||
|
var chartDom1 = document.getElementById('chart-aero-revenue');
|
||||||
|
var myChart1 = echarts.init(chartDom1);
|
||||||
|
var option1;
|
||||||
|
|
||||||
|
option1 = {
|
||||||
|
title: {
|
||||||
|
text: '华菱线缆航空航天业务收入增长 (2025年1-2月 vs 2024年同期)',
|
||||||
|
left: 'center',
|
||||||
|
textStyle: {
|
||||||
|
color: '#ddd'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
tooltip: {
|
||||||
|
trigger: 'axis',
|
||||||
|
formatter: '{b}: {c}%',
|
||||||
|
axisPointer: {
|
||||||
|
type: 'shadow'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
grid: {
|
||||||
|
left: '3%',
|
||||||
|
right: '4%',
|
||||||
|
bottom: '3%',
|
||||||
|
containLabel: true
|
||||||
|
},
|
||||||
|
xAxis: {
|
||||||
|
type: 'category',
|
||||||
|
data: ['2025年1-2月同比'],
|
||||||
|
axisLabel: {
|
||||||
|
color: '#aaa'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
yAxis: {
|
||||||
|
type: 'value',
|
||||||
|
name: '增长率 (%)',
|
||||||
|
axisLabel: {
|
||||||
|
formatter: '{value} %',
|
||||||
|
color: '#aaa'
|
||||||
|
},
|
||||||
|
splitLine: {
|
||||||
|
lineStyle: {
|
||||||
|
color: 'rgba(255,255,255,0.1)'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
series: [
|
||||||
|
{
|
||||||
|
name: '增长率',
|
||||||
|
type: 'bar',
|
||||||
|
data: [232.07],
|
||||||
|
itemStyle: {
|
||||||
|
color: new echarts.graphic.LinearGradient(
|
||||||
|
0, 0, 0, 1,
|
||||||
|
[
|
||||||
|
{offset: 0, color: '#8b5cf6'}, // purple-500
|
||||||
|
{offset: 1, color: '#3b82f6'} // blue-500
|
||||||
|
]
|
||||||
|
)
|
||||||
|
},
|
||||||
|
label: {
|
||||||
|
show: true,
|
||||||
|
position: 'top',
|
||||||
|
formatter: '{c}%',
|
||||||
|
color: '#fff'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
]
|
||||||
|
};
|
||||||
|
myChart1.setOption(option1);
|
||||||
|
|
||||||
|
// Echarts for华菱线缆在手订单金额
|
||||||
|
var chartDom2 = document.getElementById('chart-aero-orders');
|
||||||
|
var myChart2 = echarts.init(chartDom2);
|
||||||
|
var option2;
|
||||||
|
|
||||||
|
option2 = {
|
||||||
|
title: {
|
||||||
|
text: '华菱线缆航空航天业务在手订单金额',
|
||||||
|
left: 'center',
|
||||||
|
textStyle: {
|
||||||
|
color: '#ddd'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
tooltip: {
|
||||||
|
trigger: 'axis',
|
||||||
|
formatter: '{b}: {c} 万元',
|
||||||
|
axisPointer: {
|
||||||
|
type: 'shadow'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
grid: {
|
||||||
|
left: '3%',
|
||||||
|
right: '4%',
|
||||||
|
bottom: '3%',
|
||||||
|
containLabel: true
|
||||||
|
},
|
||||||
|
xAxis: {
|
||||||
|
type: 'category',
|
||||||
|
data: ['2024年底', '2025年2月底'],
|
||||||
|
axisLabel: {
|
||||||
|
color: '#aaa'
|
||||||
|
}
|
||||||
|
},
|
||||||
|
yAxis: {
|
||||||
|
type: 'value',
|
||||||
|
name: '金额 (万元)',
|
||||||
|
axisLabel: {
|
||||||
|
formatter: '{value} 万元',
|
||||||
|
color: '#aaa'
|
||||||
|
},
|
||||||
|
splitLine: {
|
||||||
|
lineStyle: {
|
||||||
|
color: 'rgba(255,255,255,0.1)'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
},
|
||||||
|
series: [
|
||||||
|
{
|
||||||
|
name: '订单金额',
|
||||||
|
type: 'bar',
|
||||||
|
data: [666.26, 1085.09],
|
||||||
|
itemStyle: {
|
||||||
|
color: new echarts.graphic.LinearGradient(
|
||||||
|
0, 0, 0, 1,
|
||||||
|
[
|
||||||
|
{offset: 0, color: '#10b981'}, // emerald-500
|
||||||
|
{offset: 1, color: '#06b6d4'} // cyan-500
|
||||||
|
]
|
||||||
|
)
|
||||||
|
},
|
||||||
|
label: {
|
||||||
|
show: true,
|
||||||
|
position: 'top',
|
||||||
|
formatter: '{c}万元',
|
||||||
|
color: '#fff'
|
||||||
|
}
|
||||||
|
}
|
||||||
|
]
|
||||||
|
};
|
||||||
|
myChart2.setOption(option2);
|
||||||
|
|
||||||
|
// Resize charts on window resize
|
||||||
|
window.addEventListener('resize', function() {
|
||||||
|
myChart1.resize();
|
||||||
|
myChart2.resize();
|
||||||
|
});
|
||||||
|
</script>
|
||||||
|
</body>
|
||||||
|
</html>
|
||||||
Reference in New Issue
Block a user