From d9b804c46c2d3fe98c67b5b8b400bf1c98593419 Mon Sep 17 00:00:00 2001 From: zzlgreat Date: Sun, 21 Dec 2025 23:22:33 +0800 Subject: [PATCH] =?UTF-8?q?=E6=9B=B4=E6=96=B0Company=E9=A1=B5=E9=9D=A2?= =?UTF-8?q?=E7=9A=84UI=E4=B8=BAFUI=E9=A3=8E=E6=A0=BC?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- concept_hierarchy_v3.json | 2626 ++++++++--------- .../DynamicNews/layouts/GroupedFourRowGrid.js | 269 +- 2 files changed, 1470 insertions(+), 1425 deletions(-) diff --git a/concept_hierarchy_v3.json b/concept_hierarchy_v3.json index 08efc2f5..58f78758 100644 --- a/concept_hierarchy_v3.json +++ b/concept_hierarchy_v3.json @@ -1,1483 +1,1439 @@ { "hierarchy": [ { - "lv1": "人工智能", - "lv1_id": "AI", + "lv1": "TMT (科技/媒体/通信)", + "lv1_id": "L1_TMT", "children": [ { - "lv2": "AI算力与基础设施", - "lv2_id": "AI_INFRA", + "lv2": "AI基础设施 (算力/CPO/PCB)", + "lv2_id": "L2_AI_INFRA", "children": [ { - "lv3": "AI芯片与硬件", - "lv3_id": "AI_CHIP_HARDWARE", + "lv3": "AI芯片与算力", + "lv3_id": "L3_AI_CHIP", "concepts": [ - "AI PCB", - "AI PCB英伟达M9", - "AI一体机", "AI算力芯片", - "AI服务器钽电容", "AI芯片", - "DeepSeek智算一体机", - "HBM", "GPU概念股", - "PCB", - "PCB设备及耗材", - "SRAM存储", - "RISC-V", "TPU芯片", - "一体机核心标的弹性测算", - "中昊芯英概念股", - "功率半导体", - "国产算力芯片", "国产GPU", - "存储芯片产业", - "存储", - "存储芯片", "摩尔线程", "摩尔线程IPO", - "改良型半加成工艺mSAP", - "昇腾推理一体机", - "服务器", - "服务器零部件", "沐曦集成", - "忆阻器", - "电池备份单元", - "超级电容器", - "钽电容", - "阿里AI芯片", "英伟达概念", "英伟达H20", + "英伟达H200", "超威半导体AMD", "谷歌", "谷歌概念", - "铜连接", - "铜互连", - "铜互联", - "英伟达H200", + "阿里AI芯片", + "华为910C", + "华为昇腾", + "华为昇腾超节点", + "昇腾异构计算架构-CANN", + "寒武纪概念股", + "中昊芯英概念股", + "RISC-V", "ASIC", - "端侧AI芯片" + "端侧AI芯片", + "高通概念" ] }, { - "lv3": "AI数据中心与散热", - "lv3_id": "AI_DATACENTER_COOLING", + "lv3": "服务器与数据中心", + "lv3_id": "L3_AI_SERVER", "concepts": [ + "AI服务器钽电容", + "AI一体机", + "DeepSeek智算一体机", "AIDC供配电设备弹性", - "微泵液冷", - "微通道水冷板", "数据中心", "数据中心液冷", "数据中心电力设备", "液冷数据中心", - "液态金属散热", - "液冷", + "服务器", + "服务器零部件", + "昇腾推理一体机", + "一体机核心标的弹性测算", + "核心城市智算算力", + "智算中心", + "秦淮数据", + "超聚变", + "超聚变借壳预期", + "沙特数据中心", + "垃圾发电IDC", "柴油发电机", - "电磁屏蔽", - "英伟达电源方案", - "钻石散热", - "北美缺电AI电力", - "固态变压器SST" + "电池备份单元", + "超级电容器" ] }, { - "lv3": "AI网络与互联", - "lv3_id": "AI_NETWORK_INTERCONNECT", + "lv3": "光通信与CPO", + "lv3_id": "L3_OPTICAL", "concepts": [ - "OCS光电路交换机", - "光纤", "光通信CPO", "光通信", "光芯片", - "光纤列阵单元FAU", - "博通交换机", "硅光技术", + "光纤", "空芯光纤", - "薄膜铌酸锂" - ] - }, - { - "lv3": "AI算力平台与生态", - "lv3_id": "AI_PLATFORM_ECOSYSTEM", - "concepts": [ - "AI合集", - "AI-细分延伸更新", - "星际之门概念", - "甲骨文概念股", - "算力" - ] - }, - { - "lv3": "AI算力政策与区域", - "lv3_id": "AI_POLICY_REGIONAL", - "concepts": [ - "中国星际之门芜湖", - "上海算力", - "四川算力", - "央国企AI一张图", - "字节算力", - "杭州算力大会", - "核心城市智算算力", - "毫秒用算", - "政务云政务IT", - "大厂算力订单" - ] - } - ] - }, - { - "lv2": "AI大模型与算法", - "lv2_id": "AI_MODEL_ALGORITHM", - "concepts": [ - "DeepSeek FP8", - "DeepSeek", - "DeepSeek、国产算力", - "Nano Banana", - "MOE模型", - "Minimax", - "SORA概念", - "国产大模型", - "文生视频", - "阶跃星辰", - "智谱华章", - "马斯克Grok3大模型", - "神经网络" - ] - }, - { - "lv2": "AI应用与智能体", - "lv2_id": "AI_APPLICATION_AGENT", - "concepts": [ - "AI4S", - "AI应用AI语料", - "AI编程", - "KIMI", - "低代码", - "内容审核概念", - "智象未来", - "杭州六小龙-群核科技", - "版权", - "秘塔AI", - "物理AI", - "英伟达代理", - "AI伴侣", - "AI成人陪伴", - "AI应用陪伴智能体", - "AI智能体", - "AI应用智能体", - "AI智能体AI应用", - "AI语音助手", - "AI陪伴", - "Manus", - "字节AI陪伴", - "开发智能体" - ] - } - ] - }, - { - "lv1": "半导体", - "lv1_id": "SEMICONDUCTOR", - "children": [ - { - "lv2": "半导体设备与材料", - "lv2_id": "SEMICON_EQUIP_MATERIAL", - "children": [ - { - "lv3": "半导体设备", - "lv3_id": "SEMICON_EQUIPMENT", - "concepts": [ - "上海微电子", - "光刻机宇量昇", - "光刻机", - "半导体设备", - "大湾区芯片展览会-新凯莱", - "新凯来概念股", - "新凯来示波器", - "电子束光刻机“羲之”" - ] - }, - { - "lv3": "半导体材料", - "lv3_id": "SEMICON_MATERIAL", - "concepts": [ - "GAA晶体管", - "PSPI", - "先进陶瓷", - "光刻胶", - "半导体抛光液", - "半导体材料", - "国产光刻胶", - "玻璃基板", - "石英砂", + "光纤列阵单元FAU", + "OCS光电路交换机", + "博通交换机", + "薄膜铌酸锂", "磷化铟", - "第三代半导体", - "碳化硅", - "英诺赛科概念股", - "超硬材料" - ] - } - ] - }, - { - "lv2": "半导体设计与制造", - "lv2_id": "SEMICON_DESIGN_MANUF", - "children": [ - { - "lv3": "芯片设计与IP", - "lv3_id": "SEMICON_DESIGN_IP", - "concepts": [ - "EDA", - "半导体设计", - "紫光展锐IPO" - ] - }, - { - "lv3": "封装与测试", - "lv3_id": "SEMICON_PACKAGING_TEST", - "concepts": [ - "半导体封测", - "半导体混合键合技术", - "盛合晶微概念股", - "盛合晶微" - ] - }, - { - "lv3": "存储芯片", - "lv3_id": "SEMICON_MEMORY", - "concepts": [ - "利基型存储DDR4", - "长鑫存储", - "长鑫、长江产业链" - ] - } - ] - }, - { - "lv2": "半导体产业综合", - "lv2_id": "SEMICON_GENERAL", - "concepts": [ - "半导体产业链", - "国产半导体", - "科特估半导体", - "芯片替代", - "英特尔概念股", - "汽车芯片", - "国产芯片参股公司" - ] - } - ] - }, - { - "lv1": "机器人", - "lv1_id": "ROBOTICS", - "children": [ - { - "lv2": "人形机器人", - "lv2_id": "HUMANOID_ROBOTS", - "children": [ - { - "lv3": "人形机器人整机与系统", - "lv3_id": "HUMANOID_SYSTEMS", - "concepts": [ - "Optimus特斯拉机器人", - "乐聚机器人", - "人形机器人Figure", - "人形机器人", - "云深处", - "优必选", - "优必选机器人", - "华为人形机器人", - "各厂商机器人", - "奇瑞机器人潜在产业链", - "天太机器人", - "宇树人形机器人", - "宇树机器人", - "小米智元机器人产业链机构版", - "天工机器人", - "小鹏机器人", - "小米机器人", - "开普勒机器人", - "智元机器人", - "松延动力机器人", - "特斯拉人形机器人价值量", - "特斯拉人形机器人", - "特斯拉人形机器人弹性测算", - "荣耀华为人形机器人", - "赛力斯机器人", - "七腾机器人", - "机器人-神经网络" - ] - }, - { - "lv3": "人形机器人核心零部件与材料", - "lv3_id": "HUMANOID_COMPONENTS_MATERIALS", - "concepts": [ - "MIM概念", - "PCB轴向磁通电机", - "人形机器人-滚柱丝杆丝杠", - "人形机器人万向节", - "人形机器人轻量化-PEEK材料", - "人形机器人腱绳", - "冷锻产业链", - "机器人动作捕捉", - "机电", - "机器人轻量化-PEEK", - "机器人皮肤仿生皮肤", - "机器人轻量化—碳纤维", - "机器人轻量化-镁铝合金", - "超高分子量聚乙烯纤维", - "轴向磁通电机", - "金属粉末注射成形MIM", - "机器人氮化镓", - "电子皮肤" - ] - }, - { - "lv3": "机器人产业链与商业化", - "lv3_id": "ROBOTICS_COMMERCIALIZATION", - "concepts": [ - "人形机器产业链", - "人形机器人核心标的概览", - "人形机器人核心标的估值弹性测算", - "工业机器人", - "机器狗四足机器人", - "特斯拉产业链", - "美的库卡机器人" - ] - } - ] - }, - { - "lv2": "其他机器人与智能设备", - "lv2_id": "OTHER_ROBOTS_SMART_DEVICES", - "concepts": [ - "外骨骼机器人", - "苹果机器人", - "大疆扫地机器人潜在供应商" - ] - } - ] - }, - { - "lv1": "新能源", - "lv1_id": "NEW_ENERGY", - "children": [ - { - "lv2": "新型电池技术", - "lv2_id": "NEW_BATTERY_TECH", - "children": [ - { - "lv3": "固态电池", - "lv3_id": "SOLID_STATE_BATTERY", - "concepts": [ - "固态电池-硅基负极", - "固态电池-硫化物", - "固态电池", - "固态电池设备", - "固态电池负极集流体材料-铜箔", - "固态电池产业链", - "陶瓷隔膜骨架膜" - ] - }, - { - "lv3": "其他新型电池", - "lv3_id": "OTHER_NEW_BATTERIES", - "concepts": [ - "钠离子电池" - ] - }, - { - "lv3": "电池材料与组件", - "lv3_id": "BATTERY_MATERIALS_COMPONENTS", - "concepts": [ - "复合集流体", - "富锂锰基材料", - "硅基负极材料", - "隔膜", - "铅酸电池" - ] - } - ] - }, - { - "lv2": "电力与能源基础设施", - "lv2_id": "POWER_ENERGY_INFRA", - "children": [ - { - "lv3": "电力设备与电网", - "lv3_id": "POWER_GRID_EQUIPMENT", - "concepts": [ - "北美缺电AI电力", - "变压器出海", - "固态变压器SST", - "电力产业链", - "电力电网", - "电力设备", - "电力" - ] - }, - { - "lv3": "新型发电技术", - "lv3_id": "NEW_POWER_GENERATION", - "concepts": [ - "固体氧化物燃料电池-SOFC", - "燃料电池", - "燃气设备", - "燃气轮机HRSG" - ] - } - ] - }, - { - "lv2": "太阳能光伏", - "lv2_id": "SOLAR_PV", - "children": [ - { - "lv3": "光伏技术与材料", - "lv3_id": "PV_TECH_MATERIALS", - "concepts": [ - "N型产业链", - "叠层钙钛矿", - "钙钛矿电池" - ] - }, - { - "lv3": "光伏产业与政策", - "lv3_id": "PV_INDUSTRY_POLICY", - "concepts": [ - "光伏", - "光伏行业兼并重组", - "光伏产业链", - "反内卷光伏" - ] - } - ] - }, - { - "lv2": "核能", - "lv2_id": "NUCLEAR_ENERGY", - "concepts": [ - "可控核聚变", - "微型核电", - "核电钍基熔盐堆", - "核聚变超导", - "核电产业链", - "超聚变" - ] - }, - { - "lv2": "新能源汽车补能", - "lv2_id": "EV_CHARGING", - "concepts": [ - "充电桩", - "华为智能充电", - "华为智能充电网络", - "换电", - "换电重卡", - "比亚迪兆瓦闪充" - ] - } - ] - }, - { - "lv1": "通信", - "lv1_id": "TELECOMMUNICATION", - "children": [ - { - "lv2": "5G/6G与新型网络", - "lv2_id": "5G_6G_NEW_NETWORK", - "concepts": [ - "5G毫米波", - "5G-A", - "5.5G", - "通感一体" - ] - }, - { - "lv2": "通信设备", - "lv2_id": "COMMUNICATION_EQUIPMENT", - "concepts": [ - "通信设备" - ] - }, - { - "lv2": "通信应用与服务", - "lv2_id": "COMMUNICATION_APP_SERVICE", - "concepts": [ - "eSIM概念" - ] - } - ] - }, - { - "lv1": "国防军工", - "lv1_id": "DEFENSE_MILITARY", - "children": [ - { - "lv2": "军事信息化与智能化", - "lv2_id": "MILITARY_IT_INTELLIGENCE", - "concepts": [ - "AI军工", - "AI无人机军工信息化", - "信息支援概念整理", - "军工信息化", - "军用无人机反无人机", - "无人机蜂群" - ] - }, - { - "lv2": "海军装备与战略", - "lv2_id": "NAVAL_EQUIPMENT_STRATEGY", - "concepts": [ - "军工水面水下作战", - "国产航母", - "水下军工", - "海军", - "电磁弹射概念股", - "电磁发射设备", - "航母福建舰240430", - "福建-军工" - ] - }, - { - "lv2": "航空装备", - "lv2_id": "AVIATION_EQUIPMENT", - "concepts": [ - "军机" - ] - }, - { - "lv2": "军贸与出口", - "lv2_id": "MILITARY_TRADE_EXPORT", - "concepts": [ - "军贸", - "巴印军贸", - "巴黎航展" - ] - }, - { - "lv2": "其他军工", - "lv2_id": "OTHER_MILITARY", - "concepts": [ - "军工-阅兵", - "军工", - "国防军工", - "远程火力", - "珠海航展" - ] - } - ] - }, - { - "lv1": "消费电子", - "lv1_id": "CONSUMER_ELECTRONICS", - "children": [ - { - "lv2": "AR/VR与智能眼镜", - "lv2_id": "AR_VR_SMART_GLASSES", - "concepts": [ - "AI手势识别", - "AI眼镜", - "AI隔空投送", - "AR镀膜", - "AR眼镜", - "META智能眼镜", - "MR", - "Rokid AR", - "小米眼镜", - "智能眼镜", - "苹果MR产业链", - "谷歌AI眼镜-合作XREAL", - "阿里夸克AI眼镜", - "雷鸟创新光波导", - "空中成像" - ] - }, - { - "lv2": "智能穿戴", - "lv2_id": "SMART_WEARABLES", - "concepts": [ - "智能穿戴", - "消费电子-玄玑感知系统" - ] - }, - { - "lv2": "华为生态", - "lv2_id": "HUAWEI_CONSUMER_ECOSYSTEM", - "concepts": [ - "华为P70", - "华为Mate80", - "华为Pura70", - "华为Mate70手表", - "华为鸿蒙", - "华为MATE70", - "华为鸿蒙甄选与支付", - "鸿蒙PC" - ] - }, - { - "lv2": "小米生态", - "lv2_id": "XIAOMI_ECOSYSTEM", - "concepts": [ - "小米算力AI互联", - "小米YU7供应链弹性测算", - "小米大模型", - "小米概念", - "小米汽车产业链弹性", - "小米汽车产业链", - "小米汽车产业链弹性测算" - ] - }, - { - "lv2": "端侧AI与智能硬件", - "lv2_id": "EDGE_AI_SMART_HARDWARE", - "concepts": [ - "2025CES参展公司", - "AI PC", - "AIPC", - "AI手机", - "ISP视觉", - "果链OPEN AI复用", - "苹果供应商核心公司", - "苹果手机产业链", - "高通概念" - ] - }, - { - "lv2": "显示技术与折叠屏", - "lv2_id": "DISPLAY_FOLDABLE", - "concepts": [ - "华为三折叠屏", - "折叠屏", - "显影液及硅基OLED", - "苹果OLED潜在受益", - "苹果折叠屏", - "面板", - "TV面板LCD" - ] - }, - { - "lv2": "智能影像与无人机", - "lv2_id": "SMART_IMAGING_UAV", - "concepts": [ - "影石创新", - "影石相机概念股" - ] - } - ] - }, - { - "lv1": "化工", - "lv1_id": "CHEMICALS", - "children": [ - { - "lv2": "化工产品与周期", - "lv2_id": "CHEMICAL_PRODUCTS_CYCLE", - "concepts": [ - "TMA偏苯三酸酐", - "光引发剂", - "化工品涨价", - "化工概念", - "化工", - "双季戊四醇", - "正丙醇", - "烧碱", - "甲苯二异氰酸酯-TDI", - "环氧丙烷", - "纯碱", - "维生素", - "苯酚丙酮", - "己内酰胺", - "涤纶长丝", - "聚酯产业" - ] - }, - { - "lv2": "新能源化工材料", - "lv2_id": "NEW_ENERGY_CHEMICAL_MATERIALS", - "concepts": [ - "六氟磷酸锂", - "有机硅", - "有机硅产业链", - "电解液添加剂", - "电解液产业链", - "磷化工六氟磷酸锂", - "磷化工" - ] - }, - { - "lv2": "农用化学品", - "lv2_id": "AGRO_CHEMICALS", - "concepts": [ - "农药杀虫剂-氯虫苯甲酰胺", - "除草剂-烯草酮" - ] - } - ] - }, - { - "lv1": "金融", - "lv1_id": "FINANCE", - "children": [ - { - "lv2": "数字金融与Web3", - "lv2_id": "DIGITAL_FINANCE_WEB3", - "concepts": [ - "上海浦江数链", - "互联网金融", - "复星稳定币", - "数字货币", - "树图链概念", - "稳定币RWA概念股", - "稳定币-蚂蚁国际", - "稳定币一体机", - "蚂蚁金服", - "香港金融牌照" - ] - } - ] - }, - { - "lv1": "基建", - "lv1_id": "INFRASTRUCTURE", - "children": [ - { - "lv2": "水利与水电", - "lv2_id": "WATER_HYDROPOWER", - "concepts": [ - "三峡水运新通道", - "水利", - "水利工程", - "节水产业240423", - "西南水电站", - "西南水电站-机构测算", - "西南水电", - "雅下水电对电力设备增量测算-机构", - "雅下水电站", - "雅下水电站大件物流" - ] - }, - { - "lv2": "西部大开发与区域基建", - "lv2_id": "WESTERN_DEVELOPMENT_REGIONAL_INFRA", - "concepts": [ - "新藏铁路", - "新疆概念", - "西部大开发", - "西部大开发240424" - ] - }, - { - "lv2": "基建材料与设备", - "lv2_id": "INFRA_MATERIALS_EQUIPMENT", - "concepts": [ - "混凝土减水剂、砂石设备", - "隧洞设备盾构机" - ] - } - ] - }, - { - "lv1": "政策主题", - "lv1_id": "POLICY_THEMES", - "children": [ - { - "lv2": "国企改革与市值管理", - "lv2_id": "SOE_REFORM_MARKET_VALUE", - "children": [ - { - "lv3": "央国企改革与重组", - "lv3_id": "SOE_REFORM_RESTRUCTURING", - "concepts": [ - "中兵集团并购重组", - "中字头", - "中字头央企", - "中船合并", - "国资高息股", - "央企市值管理", - "央国企", - "地面兵装", - "央国企地产", - "央国企重组", - "市值管理16条-破净股", - "整车央企重组", - "破净央国企", - "破净股合集" - ] - }, - { - "lv3": "地方国资改革", - "lv3_id": "LOCAL_SOE_REFORM", - "concepts": [ - "安徽国资", - "河南国资能源集团重组", - "珠海国资", - "湖北三资改革", - "福建国资" - ] - } - ] - }, - { - "lv2": "并购重组与资本运作", - "lv2_id": "MNA_CAPITAL_OPERATION", - "concepts": [ - "IPO终止相关企业重组预期", - "上海并购重组", - "并购重组预期", - "并购重组", - "消费医疗重组预期", - "科创板并购重组", - "科技重组", - "荣耀股改" - ] - }, - { - "lv2": "金融行业改革", - "lv2_id": "FINANCE_INDUSTRY_REFORM", - "concepts": [ - "券商合并预期", - "湘财合并大智慧", - "证券" - ] - }, - { - "lv2": "AI与半导体领域并购", - "lv2_id": "AI_SEMICON_MNA", - "concepts": [ - "宝德计算机", - "秦淮数据", - "超聚变借壳预期", - "重组-中科院系&海光系" - ] - }, - { - "lv2": "国家战略与新质生产力", - "lv2_id": "NATIONAL_STRATEGY_NEW_PRODUCTIVITY", - "concepts": [ - "2025年政府工作报告利好行业及个股", - "新型经济", - "新质生产力", - "深海数智化", - "深海经济", - "深地经济", - "首发经济" - ] - }, - { - "lv2": "信创与自主可控", - "lv2_id": "XINCHUANG_AUTONOMOUS_CONTROL", - "concepts": [ - "信创概念", - "关键软件", - "国产信创概览", - "自主可控", - "软件自主可控" - ] - }, - { - "lv2": "工业升级与设备更新", - "lv2_id": "INDUSTRIAL_UPGRADE_EQUIPMENT_RENEWAL", - "concepts": [ - "工业设备更新", - "工业软件", - "工业母机", - "灯塔工厂", - "设备更新" - ] - }, - { - "lv2": "自由贸易区与免税", - "lv2_id": "FREE_TRADE_DUTY_FREE", - "concepts": [ - "上海自贸区", - "免税离境退税", - "新型离岸贸易", - "海南", - "海南自贸区", - "海南自贸港", - "零售消费免税" - ] - }, - { - "lv2": "行业供给侧改革", - "lv2_id": "INDUSTRY_SUPPLY_SIDE_REFORM", - "concepts": [ - "反内卷", - "反内卷造纸", - "反内卷食用盐", - "反内卷快递", - "反内卷合集", - "生猪", - "牛肉", - "钢铁", - "BOPET膜" - ] - }, - { - "lv2": "行业监管与安全", - "lv2_id": "INDUSTRY_REGULATION_SAFETY", - "concepts": [ - "充电宝", - "农药证件厂家", - "食品安全", - "食品安全全链条", - "预制菜" - ] - } - ] - }, - { - "lv1": "航天", - "lv1_id": "AEROSPACE", - "children": [ - { - "lv2": "商业航天与卫星", - "lv2_id": "COMMERCIAL_SPACE_SATELLITE", - "children": [ - { - "lv3": "卫星通信与应用", - "lv3_id": "SATELLITE_COMM_APP", - "concepts": [ - "6G概念", - "低轨卫星通信华为", - "北斗信使", - "商业航天卫星通信", - "卫星互联网", - "手机直连卫星", - "星网", - "星载射频天线", + "铜连接", + "铜互连", + "铜互联", + "5G毫米波", + "5G-A", + "5.5G", + "IPv6", + "通信设备", "星间激光链路" ] }, { - "lv3": "运载火箭与发射", - "lv3_id": "LAUNCH_VEHICLES_LAUNCH", + "lv3": "PCB与封装", + "lv3_id": "L3_PCB_PKG", "concepts": [ - "蓝箭航天朱雀三号", - "长征十二号甲", - "星河动力谷神星二号" + "AI PCB", + "AI PCB英伟达M9", + "PCB", + "PCB设备及耗材", + "改良型半加成工艺mSAP", + "先进封装", + "半导体封测", + "半导体混合键合技术", + "玻璃基板", + "PSPI", + "盛合晶微", + "盛合晶微概念股", + "MCP", + "英特尔概念股", + "电磁屏蔽" ] }, { - "lv3": "空间基础设施与服务", - "lv3_id": "SPACE_INFRA_SERVICES", + "lv3": "散热与温控", + "lv3_id": "L3_COOLING", "concepts": [ - "太空行走", - "太空旅行", - "太空算力", - "卫星能源太阳翼" + "液冷", + "微泵液冷", + "微通道水冷板", + "液态金属散热", + "钻石散热", + "石墨烯散热", + "磁悬浮压缩机" ] }, { - "lv3": "商业航天综合", - "lv3_id": "COMMERCIAL_SPACE_GENERAL", + "lv3": "算力综合与租赁", + "lv3_id": "L3_COMPUTE_GEN", "concepts": [ - "卫星出海", - "商业航天", - "星河动力", - "SpaceX", - "商业航天北交所" + "AI合集", + "AI-细分延伸更新", + "算力", + "国产算力", + "国产算力芯片", + "上海算力", + "四川算力", + "杭州算力大会", + "字节算力", + "大厂算力订单", + "毫秒用算", + "星际之门概念", + "中国星际之门芜湖", + "甲骨文概念股", + "英伟达代理", + "英伟达电源方案", + "重组-中科院系&海光系", + "DeepSeek、国产算力", + "DeepSeek FP8", + "2025年中报业绩前瞻-TMT", + "95" ] } ] }, { - "lv2": "卫星导航", - "lv2_id": "SATELLITE_NAVIGATION", - "concepts": [ - "北斗导航" + "lv2": "AI应用与模型", + "lv2_id": "L2_AI_APPS", + "children": [ + { + "lv3": "大模型与算法", + "lv3_id": "L3_LLM", + "concepts": [ + "DeepSeek", + "KIMI", + "Minimax", + "SORA概念", + "MOE模型", + "国产大模型", + "文生视频", + "智象未来", + "阶跃星辰", + "智谱华章", + "腾讯混元大模型", + "腾讯大模型", + "通义千问阿里云", + "阿里云通义千问", + "豆包大模型", + "马斯克Grok3大模型", + "小米大模型", + "华为通信大模型", + "华为云", + "商汤科技", + "AI4S", + "AI编程", + "Nano Banana", + "物理AI" + ] + }, + { + "lv3": "AI智能体与应用", + "lv3_id": "L3_AI_AGENT", + "concepts": [ + "AI智能体", + "AI应用智能体", + "AI智能体AI应用", + "开发智能体", + "AI伴侣", + "AI成人陪伴", + "AI应用陪伴智能体", + "AI陪伴", + "Manus", + "字节AI陪伴", + "AI语音助手", + "AI应用AI语料", + "AI搜索", + "秘塔AI", + "AI营销", + "AI电商跨境电商", + "AI教育", + "AI监考", + "AI 医疗", + "AI医疗", + "AI医药华为", + "AI医疗-阿里系", + "AI游戏", + "幻兽帕鲁", + "漫剧", + "短剧", + "腾讯短剧重点名单", + "阿里AI千问、灵光", + "阿里“千问”项目", + "阿里AI来听", + "腾讯元宝", + "腾讯云及大模型合作公司", + "字节豆包概念股", + "抖音概念", + "内容审核概念", + "版权" + ] + } ] }, { - "lv2": "航空工业", - "lv2_id": "AVIATION_INDUSTRY", - "concepts": [ - "大飞机", - "空客合作", - "航空航天线缆", - "九天无人机", - "凌空天行" + "lv2": "半导体 (制造/设备/材料)", + "lv2_id": "L2_SEMI", + "children": [ + { + "lv3": "半导体设备与制造", + "lv3_id": "L3_SEMI_EQUIP", + "concepts": [ + "光刻机", + "光刻机宇量昇", + "上海微电子", + "电子束光刻机“羲之”", + "半导体设备", + "大湾区芯片展览会-新凯莱", + "新凯来概念股", + "新凯来示波器", + "GAA晶体管", + "国产半导体", + "半导体产业链", + "科特估半导体", + "中芯国际概念", + "国产芯片参股公司", + "紫光展锐IPO", + "芯片替代" + ] + }, + { + "lv3": "半导体材料", + "lv3_id": "L3_SEMI_MAT", + "concepts": [ + "光刻胶", + "国产光刻胶", + "半导体材料", + "半导体抛光液", + "电子特气", + "电子特气六氟化钨", + "电子级玻璃纤维纱布", + "电子级玻璃纤维布", + "石英砂", + "先进陶瓷", + "超硬材料", + "显影液及硅基OLED" + ] + }, + { + "lv3": "芯片设计与存储", + "lv3_id": "L3_CHIP_DESIGN", + "concepts": [ + "半导体设计", + "模拟芯片", + "模拟厂商弹性测算", + "芯片分销概念", + "存储芯片", + "存储芯片产业", + "存储", + "HBM", + "SRAM存储", + "利基型存储DDR4", + "长鑫存储", + "长鑫、长江产业链", + "华为存储OceanStor", + "华为AI存储", + "磁电存储", + "忆阻器", + "EDA", + "功率半导体", + "第三代半导体", + "碳化硅", + "英诺赛科概念股", + "钽电容" + ] + } + ] + }, + { + "lv2": "消费电子 (手机/PC/穿戴)", + "lv2_id": "L2_CONSUMER_ELEC", + "children": [ + { + "lv3": "智能终端 (手机/PC)", + "lv3_id": "L3_SMART_TERM", + "concepts": [ + "AI手机", + "AI PC", + "AIPC", + "2025CES参展公司", + "端侧AI", + "华为P70", + "华为Pura70", + "华为MATE70", + "华为Mate80", + "华为三折叠屏", + "华为海思星闪", + "华为鸿蒙", + "华为鸿蒙甄选与支付", + "鸿蒙PC", + "华字辈", + "华为麒麟芯片", + "苹果手机产业链", + "苹果供应商核心公司", + "果链OPEN AI复用", + "小米概念", + "努比亚手机", + "字节概念豆包AI手机", + "荣耀股改", + "手机补贴", + "折叠屏", + "苹果折叠屏", + "eSIM概念", + "充电宝" + ] + }, + { + "lv3": "XR与穿戴设备", + "lv3_id": "L3_XR", + "concepts": [ + "AI眼镜", + "AR眼镜", + "META智能眼镜", + "Rokid AR", + "小米眼镜", + "谷歌AI眼镜-合作XREAL", + "阿里夸克AI眼镜", + "智能眼镜", + "智能穿戴", + "华为Mate70手表", + "MR", + "苹果MR产业链", + "雷鸟创新光波导", + "AR镀膜", + "AI手势识别", + "AI隔空投送", + "空中成像", + "消费电子-玄玑感知系统", + "ISP视觉", + "影石创新", + "影石相机概念股" + ] + }, + { + "lv3": "面板与显示", + "lv3_id": "L3_DISPLAY", + "concepts": [ + "面板", + "TV面板LCD", + "苹果OLED潜在受益" + ] + } + ] + }, + { + "lv2": "通信、互联网与软件", + "lv2_id": "L2_NET_SOFT", + "children": [ + { + "lv3": "互联网与云服务", + "lv3_id": "L3_INTERNET", + "concepts": [ + "云计算各厂商云", + "微软Azure云平台", + "阿里云", + "云手机", + "微信小店", + "微信小店官方服务微信电商空间", + "微信支付", + "华为抖音支付", + "美团闪购", + "阿里团购", + "外卖大战", + "京东概念股", + "TikTok", + "小红书概念", + "小红书概念股", + "中概股回归概念" + ] + }, + { + "lv3": "软件、数据与信创", + "lv3_id": "L3_SOFT_DATA", + "concepts": [ + "信创概念", + "国产信创概览", + "自主可控", + "软件自主可控", + "关键软件", + "工业软件", + "宝德计算机", + "数据要素", + "数据资产", + "数据交易所", + "数据可信", + "数据维护", + "跨境数据数据要素", + "上海浦江数链", + "RWA上链— IoT设备数据采集", + "RDA概念股", + "地理信息", + "文化数据资产交易", + "信息安全", + "网络安全", + "安全概念股", + "通信安全", + "华为AI容器", + "低代码", + "政务云政务IT", + "央国企AI一张图", + "杭州六小龙-群核科技", + "IPV6" + ] + }, + { + "lv3": "前沿科技", + "lv3_id": "L3_FRONTIER", + "concepts": [ + "6G概念", + "量子科技", + "量子科技产业链", + "量子科技参股公司", + "量子计算", + "量子材料钛酸锶", + "脑机", + "脑机接口", + "浙大“悟空”类脑计算机", + "神经网络", + "机器人-神经网络", + "美好愿景", + "华为5G" + ] + } ] } ] }, { - "lv1": "贸易与地缘政治", - "lv1_id": "TRADE_GEOPOLITICS", + "lv1": "高端制造 (Advanced Manufacturing)", + "lv1_id": "L1_MFG", "children": [ { - "lv2": "贸易摩擦与供应链重构", - "lv2_id": "TRADE_FRICTION_SUPPLY_CHAIN", - "concepts": [ - "中俄贸易", - "乙烷", - "中欧贸易", - "关税豁免", - "关税减免出口链", - "后关税战受益", - "反制关税涨价预期", - "墨西哥汽车零部件", - "绒毛浆", - "转口贸易出口转内销", - "越南工厂" + "lv2": "机器人", + "lv2_id": "L2_ROBOT", + "children": [ + { + "lv3": "人形机器人", + "lv3_id": "L3_HUMANOID", + "concepts": [ + "人形机器人", + "人形机器产业链", + "人形机器人核心标的概览", + "人形机器人核心标的估值弹性测算", + "Optimus特斯拉机器人", + "特斯拉人形机器人", + "特斯拉人形机器人价值量", + "特斯拉人形机器人弹性测算", + "优必选", + "优必选机器人", + "Figure", + "人形机器人Figure", + "智元机器人", + "小米智元机器人产业链机构版", + "华为人形机器人", + "荣耀华为人形机器人", + "小鹏机器人", + "小米机器人", + "奇瑞机器人潜在产业链", + "赛力斯机器人", + "各厂商机器人", + "天工机器人", + "天太机器人", + "开普勒机器人", + "乐聚机器人", + "松延动力机器人", + "云深处", + "宇树机器人", + "宇树人形机器人", + "七腾机器人", + "苹果机器人", + "大疆扫地机器人潜在供应商", + "物理AI" + ] + }, + { + "lv3": "机器人零部件", + "lv3_id": "L3_ROBOT_PARTS", + "concepts": [ + "机器人零部件加工设备", + "机电", + "摆线减速器", + "人形机器人-滚柱丝杆丝杠", + "人形机器人万向节", + "人形机器人腱绳", + "PCB轴向磁通电机", + "轴向磁通电机", + "机器人氮化镓", + "机器人动作捕捉", + "电子皮肤", + "机器人皮肤仿生皮肤", + "机器人电子鼻", + "MIM概念", + "金属粉末注射成形MIM", + "冷锻产业链", + "人形机器人轻量化-PEEK材料", + "机器人轻量化-PEEK", + "机器人轻量化—碳纤维", + "机器人轻量化-镁铝合金", + "超高分子量聚乙烯纤维" + ] + }, + { + "lv3": "工业与服务机器人", + "lv3_id": "L3_IND_ROBOT", + "concepts": [ + "工业机器人", + "美的库卡机器人", + "机器狗四足机器人", + "外骨骼机器人", + "AGV", + "庭院割草机器人", + "机器人充电", + "养老机器人", + "深圳AI机器人" + ] + } ] }, { - "lv2": "地缘政治与政策影响", - "lv2_id": "GEOPOLITICS_POLICY_IMPACT", - "concepts": [ - "中美关系", - "出口管制", - "芬太尼管制" + "lv2": "低空经济与商业航天", + "lv2_id": "L2_SPACE", + "children": [ + { + "lv3": "低空经济 (eVTOL)", + "lv3_id": "L3_LOW_ALT", + "concepts": [ + "低空经济", + "低空经济产业链汇集", + "低空经济&飞行汽车", + "飞行汽车eVTOL", + "小鹏汇天", + "小鹏汇天供应商", + "亿航智能订单量", + "低空经济亿航智能", + "长安飞行汽车机器人概念", + "巨湾技研概念股", + "eVTOL材料", + "低空管控", + "低空物流", + "低空设计", + "通感一体", + "无人物流", + "无人物流车九识智能", + "菜鸟无人物流车", + "京东物流Robovan" + ] + }, + { + "lv3": "商业航天", + "lv3_id": "L3_COMM_SPACE", + "concepts": [ + "商业航天", + "商业航天卫星通信", + "商业航天北交所", + "卫星互联网", + "星网", + "低轨卫星通信华为", + "手机直连卫星", + "北斗信使", + "北斗导航", + "卫星出海", + "SpaceX", + "星河动力", + "星河动力谷神星二号", + "蓝箭航天朱雀三号", + "长征十二号甲", + "凌空天行", + "太空行走", + "太空旅行", + "太空算力", + "卫星能源太阳翼", + "星载射频天线", + "商业航天高温合金", + "抗辐射铝钽复材" + ] + } ] }, { - "lv2": "制造业出海", - "lv2_id": "MANUFACTURING_GLOBALIZATION", - "concepts": [ - "二轮车全地形车" + "lv2": "国防军工", + "lv2_id": "L2_DEFENSE", + "children": [ + { + "lv3": "军工装备与信息化", + "lv3_id": "L3_DEFENSE_EQUIP", + "concepts": [ + "国防军工", + "军工", + "军工-阅兵", + "AI军工", + "军工信息化", + "AI无人机军工信息化", + "信息支援概念整理", + "军用无人机反无人机", + "无人机蜂群", + "九天无人机", + "军机", + "大飞机", + "空客合作", + "航空航天线缆", + "国产航母", + "航母福建舰240430", + "福建-军工", + "海军", + "军工水面水下作战", + "水下军工", + "电磁弹射概念股", + "电磁发射设备", + "远程火力", + "地面兵装", + "中兵集团并购重组", + "中船合并", + "珠海航展", + "军贸", + "巴印军贸", + "巴黎航展", + "安保概念", + "民爆" + ] + } ] }, { - "lv2": "地缘政治与能源", - "lv2_id": "GEOPOLITICS_ENERGY", - "concepts": [ - "以伊冲突-天然气", - "以伊冲突-资源化工", - "油气", - "石油" - ] - }, - { - "lv2": "地缘政治与航运", - "lv2_id": "GEOPOLITICS_SHIPPING", - "concepts": [ - "以伊冲突-油运仓储", - "以伊冲突-航运", - "海外港口", - "海事反制", - "航运", - "远洋航运" - ] - }, - { - "lv2": "地缘冲突与重建", - "lv2_id": "GEOPOLITICS_CONFLICT_RECONSTRUCTION", - "concepts": [ - "乌克兰战后重建概念", - "乌克兰重建", - "俄乌重建", - "柬泰战争", - "黄岩岛概念股" + "lv2": "机械设备", + "lv2_id": "L2_MACHINERY", + "children": [ + { + "lv3": "工程机械与轨交", + "lv3_id": "L3_CONST_MACH", + "concepts": [ + "工程机械", + "超跌-机械板块", + "工业设备更新", + "设备更新", + "工业母机", + "灯塔工厂", + "轨交", + "高铁", + "高铁轨交", + "匈塞铁路240430", + "隧洞设备盾构机", + "混凝土减水剂、砂石设备", + "3D打印", + "钛合金" + ] + } ] } ] }, { - "lv1": "生物医药", - "lv1_id": "BIOPHARMA", + "lv1": "新能源与智能汽车 (New Energy & Auto)", + "lv1_id": "L1_ENERGY_AUTO", "children": [ { - "lv2": "创新药与AI制药", - "lv2_id": "INNOVATIVE_DRUGS_AI_PHARMA", - "concepts": [ - "AI制药", - "创新药相关", - "创新药双抗", - "创新药", - "医药" + "lv2": "智能网联汽车", + "lv2_id": "L2_SMART_AUTO", + "children": [ + { + "lv3": "整车与产业链", + "lv3_id": "L3_AUTO_OEM", + "concepts": [ + "特斯拉产业链", + "特斯拉皮卡Cybertruck", + "比亚迪产业链", + "理想汽车", + "奇瑞汽车", + "上汽集团华为智行", + "整车央企重组", + "小米汽车产业链", + "小米汽车产业链弹性", + "小米汽车产业链弹性测算", + "小米YU7供应链弹性测算", + "小米算力AI互联", + "孙潇雅团队概念股", + "小鹏产业链", + "华为", + "华为MATE70", + "华为", + "华为生态", + "京东汽车", + "汽车拆解循环利用" + ] + }, + { + "lv3": "智能驾驶与车联网", + "lv3_id": "L3_AUTONOMOUS", + "concepts": [ + "智能驾驶产业链", + "自动驾驶", + "无人驾驶", + "L3级别自动驾驶", + "Robotaxi", + "特斯拉FSD", + "特斯拉RoboTaxi概念", + "特斯拉无人驾驶出租车Robotaxi", + "文远知行", + "小马智行", + "无人驾驶公交", + "无人环卫车", + "矿山智驾", + "网约车", + "车路云一体化", + "车路云-车路协同运营建设", + "车路协同", + "比亚迪智驾", + "地平线", + "地平线概念", + "mobileye替代概念", + "禾赛科技概念股", + "无人驾驶-线控转向", + "汽车芯片", + "国产GPU", + "AEBS", + "汽车安全" + ] + }, + { + "lv3": "汽车零部件", + "lv3_id": "L3_AUTO_PARTS", + "concepts": [ + "汽车零部件 企业应收账款周转天数", + "墨西哥汽车零部件", + "国七排放标准" + ] + } + ] + }, + { + "lv2": "电池与储能", + "lv2_id": "L2_BATTERY", + "children": [ + { + "lv3": "锂电池与固态电池", + "lv3_id": "L3_LITHIUM", + "concepts": [ + "锂电池", + "锂电池产业链", + "锂资源", + "固态电池", + "固态电池产业链", + "固态电池-硫化物", + "固态电池-硅基负极", + "固态电池设备", + "固态电池负极集流体材料-铜箔", + "陶瓷隔膜骨架膜", + "有机框架材料", + "硅基负极材料", + "富锂锰基材料", + "复合集流体", + "隔膜", + "电解液产业链", + "电解液添加剂", + "磷化工六氟磷酸锂", + "六氟磷酸锂", + "钠离子电池", + "金属空气电池", + "黑磷电池", + "宁德时代零碳“电网”概念", + "铅酸电池" + ] + }, + { + "lv3": "储能", + "lv3_id": "L3_STORAGE", + "concepts": [ + "储能", + "特斯拉储能", + "电化学储能系统" + ] + } + ] + }, + { + "lv2": "电力设备与电网", + "lv2_id": "L2_POWER", + "children": [ + { + "lv3": "电网与电源", + "lv3_id": "L3_GRID", + "concepts": [ + "电力", + "电力产业链", + "电力设备", + "电力电网", + "智能电网", + "智能电表", + "变压器出海", + "北美缺电AI电力", + "固态变压器SST", + "燃气轮机HRSG", + "燃气设备", + "V2G", + "高温概念", + "寒潮" + ] + }, + { + "lv3": "充电与换电", + "lv3_id": "L3_CHARGING", + "concepts": [ + "充电桩", + "华为智能充电", + "华为智能充电网络", + "比亚迪兆瓦闪充", + "换电", + "换电重卡", + "汽车无线充电" + ] + }, + { + "lv3": "其他能源 (核/氢/生物)", + "lv3_id": "L3_OTHER_ENERGY", + "concepts": [ + "核电产业链", + "核电钍基熔盐堆", + "可控核聚变", + "核聚变超导", + "微型核电", + "氢能源", + "制氢电解槽", + "燃料电池", + "固体氧化物燃料电池-SOFC", + "生物柴油SAF", + "绿色甲醇" + ] + } + ] + }, + { + "lv2": "光伏与风电", + "lv2_id": "L2_SOLAR_WIND", + "children": [ + { + "lv3": "光伏", + "lv3_id": "L3_PV", + "concepts": [ + "光伏", + "光伏产业链", + "N型产业链", + "钙钛矿电池", + "叠层钙钛矿", + "光伏行业兼并重组", + "反内卷光伏", + "白银" + ] + }, + { + "lv3": "风电", + "lv3_id": "L3_WIND", + "concepts": [ + "风电", + "海上风电" + ] + } + ] + } + ] + }, + { + "lv1": "医药生物 (Healthcare)", + "lv1_id": "L1_HEALTH", + "children": [ + { + "lv2": "医药", + "lv2_id": "L2_PHARMA", + "children": [ + { + "lv3": "创新药与生物药", + "lv3_id": "L3_INNOV_DRUG", + "concepts": [ + "医药", + "创新药", + "创新药相关", + "创新药双抗", + "AI制药", + "减肥药", + "国产减肥药", + "减肥药-众生药业RAY1225双靶点", + "阿洛酮糖", + "长寿药NMN", + "麦角硫因", + "阿尔茨海默症", + "盐酸哌甲酯", + "芬太尼管制", + "合成生物", + "禾元生物合作", + "干细胞", + "干细胞概念股", + "医药-流感新冠", + "流感", + "甲流", + "基孔肯雅热" + ] + }, + { + "lv3": "中药与原料药", + "lv3_id": "L3_TCM", + "concepts": [ + "中药", + "中药公司创新转型", + "泰乐菌素原料药", + "金霉素", + "药辅微晶纤维素", + "工业大麻" + ] + } ] }, { "lv2": "医疗器械与服务", - "lv2_id": "MEDICAL_DEVICES_SERVICES", - "concepts": [ - "医疗器械", - "医药外包CXO" - ] - } - ] - }, - { - "lv1": "数据要素", - "lv1_id": "DATA_ECONOMY", - "children": [ - { - "lv2": "数据要素与基础设施", - "lv2_id": "DATA_ELEMENTS_INFRASTRUCTURE", - "concepts": [ - "RWA上链— IoT设备数据采集", - "RDA概念股", - "数据可信", - "数据交易所", - "数据要素", - "跨境数据数据要素" - ] - } - ] - }, - { - "lv1": "智能驾驶与无人系统", - "lv1_id": "AUTONOMOUS_DRIVING_UNMANNED_SYSTEMS", - "children": [ - { - "lv2": "自动驾驶", - "lv2_id": "AUTONOMOUS_DRIVING", - "concepts": [ - "Robotaxi", - "小马智行", - "无人驾驶公交", - "文远知行", - "智能驾驶产业链", - "无人驾驶-线控转向", - "无人驾驶", - "汽车无线充电", - "特斯拉FSD", - "特斯拉RoboTaxi概念", - "特斯拉无人驾驶出租车Robotaxi", - "网约车", - "自动驾驶", - "L3级别自动驾驶" - ] - }, - { - "lv2": "无人物流与特种车辆", - "lv2_id": "UNMANNED_LOGISTICS_SPECIAL_VEHICLES", - "concepts": [ - "京东物流Robovan", - "无人物流", - "无人环卫车", - "无人物流车九识智能", - "机器人充电", - "矿山智驾", - "菜鸟无人物流车" - ] - }, - { - "lv2": "智能汽车产业链", - "lv2_id": "SMART_AUTO_SUPPLY_CHAIN", - "concepts": [ - "小鹏产业链", - "mobileye替代概念", - "地平线概念", - "地平线", - "比亚迪产业链", - "比亚迪智驾", - "理想汽车" - ] - } - ] - }, - { - "lv1": "社会民生", - "lv1_id": "SOCIAL_LIVELIHOOD", - "children": [ - { - "lv2": "人口与生育政策", - "lv2_id": "POPULATION_FERTILITY_POLICY", - "concepts": [ - "三胎", - "多胎", - "多胎辅助生殖概念240926", - "学前教育", - "育儿补贴", - "辅助生殖" - ] - } - ] - }, - { - "lv1": "互联网科技", - "lv1_id": "INTERNET_TECH", - "children": [ - { - "lv2": "字节跳动生态", - "lv2_id": "BYTEDANCE_ECOSYSTEM", - "concepts": [ - "努比亚手机", - "华为抖音支付", - "字节概念豆包AI手机", - "字节豆包概念股", - "抖音概念", - "豆包大模型" - ] - }, - { - "lv2": "云计算与AI服务", - "lv2_id": "CLOUD_AI_SERVICES", + "lv2_id": "L2_MED_DEVICE", "children": [ { - "lv3": "阿里云生态", - "lv3_id": "ALICLOUD_ECOSYSTEM", + "lv3": "器械与服务", + "lv3_id": "L3_DEVICE_SVC", "concepts": [ - "通义千问阿里云", - "阿里云通义千问", - "阿里AI千问、灵光", - "阿里“千问”项目", - "阿里AI来听", - "阿里云" + "医疗器械", + "医药外包CXO", + "民营医院", + "医保DRGDIP", + "医药化债", + "辅助生殖", + "多胎辅助生殖概念240926" ] }, { - "lv3": "腾讯云生态", - "lv3_id": "TENCENTCLOUD_ECOSYSTEM", + "lv3": "医美", + "lv3_id": "L3_AESTHETICS", "concepts": [ - "腾讯元宝", - "腾讯大模型", - "腾讯混元大模型", - "腾讯云及大模型合作公司" + "玻尿酸", + "玻尿酸概念", + "消费医疗重组预期" + ] + } + ] + } + ] + }, + { + "lv1": "大消费 (Consumption)", + "lv1_id": "L1_CONSUMPTION", + "children": [ + { + "lv2": "文娱、传媒与教育", + "lv2_id": "L2_MEDIA", + "children": [ + { + "lv3": "游戏与影视", + "lv3_id": "L3_GAME_MOVIE", + "concepts": [ + "游戏", + "国产游戏黑神话", + "游戏出海", + "乙游", + "影视", + "影视传媒", + "影视院线", + "影视IP", + "春节档重点影片（哪吒2）", + "疯狂动物城2", + "传媒出海" ] }, { - "lv3": "其他云与AI服务", - "lv3_id": "OTHER_CLOUD_AI_SERVICES", + "lv3": "IP与出版", + "lv3_id": "L3_IP_PUB", "concepts": [ - "云手机", - "云计算各厂商云", - "微软Azure云平台" + "出版传媒", + "全民阅读", + "周杰伦概念股", + "诡秘之主", + "潮玩产业", + "上市潮玩盲盒公司", + "泡泡玛特概念", + "卡游文创玩具", + "布鲁可IP衍生品", + "布鲁可谷子经济", + "谷子经济", + "谷子商城", + "积木玩具10大" + ] + }, + { + "lv3": "教育与体育", + "lv3_id": "L3_EDU_SPORT", + "concepts": [ + "教育", + "学前教育", + "体育", + "体育产业", + "冰雪经济", + "足球", + "足球-苏超联赛、体彩", + "第十五届全运会", + "川超联赛", + "荒野求生" ] } ] }, { - "lv2": "社交媒体与跨境电商", - "lv2_id": "SOCIAL_MEDIA_CROSSBORDER_ECOM", - "concepts": [ - "TikTok", - "小红书概念", - "小红书概念股", - "敦煌网跨境电商" + "lv2": "商贸零售与食品", + "lv2_id": "L2_RETAIL_FOOD", + "children": [ + { + "lv3": "零售与电商", + "lv3_id": "L3_RETAIL", + "concepts": [ + "大消费", + "零售消费免税", + "免税离境退税", + "零售百货胖东来", + "食饮公司山姆渠道布局", + "供销社", + "跨境电商", + "敦煌网跨境电商", + "东南亚电商", + "首发经济" + ] + }, + { + "lv3": "食品饮料", + "lv3_id": "L3_F_AND_B", + "concepts": [ + "酒", + "啤酒", + "蜜雪冰城", + "新饮品", + "预制菜", + "人造肉", + "食品安全", + "食品安全全链条", + "反内卷食用盐" + ] + }, + { + "lv3": "其他消费 (家电/纺服/宠物)", + "lv3_id": "L3_OTHER_CONS", + "concepts": [ + "家用电器", + "羽绒", + "马面裙", + "电子烟", + "电子烟口含烟", + "宠物经济", + "旅游", + "旅游消费", + "文旅旅游消费" + ] + } ] } ] }, { - "lv1": "文娱传媒", - "lv1_id": "CULTURE_MEDIA", + "lv1": "周期与材料 (Cyclical & Materials)", + "lv1_id": "L1_CYCLICAL", "children": [ { - "lv2": "影视与IP", - "lv2_id": "FILM_TV_IP", - "concepts": [ - "出版传媒", - "周杰伦概念股", - "影视院线", - "影视IP", - "影视", - "影视传媒", - "春节档重点影片（哪吒2）", - "疯狂动物城2", - "诡秘之主" + "lv2": "有色金属与资源", + "lv2_id": "L2_METALS", + "children": [ + { + "lv3": "贵金属与工业金属", + "lv3_id": "L3_PRECIOUS_METALS", + "concepts": [ + "有色金属", + "黄金", + "黄金珠宝", + "铜", + "铜产业", + "电解铝", + "锡矿", + "钴", + "钴金属", + "钨金属", + "钼金属", + "缅甸地震", + "白银" + ] + }, + { + "lv3": "稀土与战略资源", + "lv3_id": "L3_RARE_EARTH", + "concepts": [ + "稀土", + "化工有色元素周期表", + "石墨" + ] + } ] }, { - "lv2": "潮玩与IP经济", - "lv2_id": "TRENDY_TOYS_IP_ECONOMY", - "concepts": [ - "上市潮玩盲盒公司", - "卡游文创玩具", - "布鲁可IP衍生品", - "布鲁可谷子经济", - "泡泡玛特概念", - "潮玩产业", - "积木玩具10大", - "谷子商城", - "谷子经济" + "lv2": "化工", + "lv2_id": "L2_CHEM", + "children": [ + { + "lv3": "基础与精细化工", + "lv3_id": "L3_FINE_CHEM", + "concepts": [ + "化工", + "化工概念", + "化工品涨价", + "涨价概念", + "TMA偏苯三酸酐", + "双季戊四醇", + "正丙醇", + "苯酚丙酮", + "甲苯二异氰酸酯-TDI", + "环氧丙烷", + "纯碱", + "烧碱", + "有机硅", + "有机硅产业链", + "聚酯产业", + "己内酰胺", + "涤纶长丝", + "BOPET膜", + "H酸活性染料", + "有机染料", + "芳香胺", + "光引发剂", + "制冷剂", + "氟制冷剂", + "磷化工", + "维生素", + "钾肥氯化钾" + ] + } ] }, { - "lv2": "游戏与AIGC", - "lv2_id": "GAMING_AIGC", - "concepts": [ - "AI游戏", - "乙游", - "国产游戏黑神话", - "幻兽帕鲁", - "游戏" - ] - }, - { - "lv2": "内容出海与新媒体", - "lv2_id": "CONTENT_GLOBAL_NEW_MEDIA", - "concepts": [ - "传媒出海", - "漫剧", - "游戏出海", - "短剧", - "腾讯短剧重点名单" + "lv2": "基建、地产与环保", + "lv2_id": "L2_INFRA_ENV", + "children": [ + { + "lv3": "基建与地产", + "lv3_id": "L3_REAL_ESTATE", + "concepts": [ + "房地产产业链", + "央国企地产", + "城市更新", + "城市旧改", + "城市更新电梯", + "房屋检测", + "水利", + "水利工程", + "节水产业240423", + "三峡水运新通道", + "雅下水电站", + "雅下水电站大件物流", + "雅下水电对电力设备增量测算-机构", + "西南水电", + "西南水电站", + "西南水电站-机构测算", + "新藏铁路", + "物流", + "统一大市场" + ] + }, + { + "lv3": "环保与农业", + "lv3_id": "L3_ENV_AGRI", + "concepts": [ + "环保", + "污水处理浙江杭州", + "核污染防治", + "林地资源", + "海洋碳汇", + "AI农业", + "一号文件", + "一号文件农业种业", + "农药证件厂家", + "农药杀虫剂-氯虫苯甲酰胺", + "除草剂-烯草酮", + "水产养殖", + "生猪", + "牛肉" + ] + } ] } ] }, { - "lv1": "资源", - "lv1_id": "RESOURCES", + "lv1": "金融与国企 (Finance & SOE)", + "lv1_id": "L1_FINANCE", "children": [ { - "lv2": "有色金属", - "lv2_id": "NON_FERROUS_METALS", - "concepts": [ - "化工有色元素周期表", - "有色金属", - "铜产业", - "铜" + "lv2": "金融服务", + "lv2_id": "L2_FIN_SVC", + "children": [ + { + "lv3": "传统金融", + "lv3_id": "L3_TRAD_FIN", + "concepts": [ + "大金融", + "证券", + "券商合并预期", + "湘财合并大智慧", + "保险", + "参股基金概念", + "国有大行定增一览", + "AMC", + "AMC中央汇金", + "化债概念", + "个人养老金", + "社保", + "高股息合集", + "高分红预期", + "煤炭", + "国资高息股" + ] + }, + { + "lv3": "数字金融", + "lv3_id": "L3_DIGITAL_FIN", + "concepts": [ + "互联网金融", + "蚂蚁金服", + "数字货币", + "CIPS", + "跨境支付", + "金砖支付概念", + "稳定币-蚂蚁国际", + "稳定币一体机", + "稳定币RWA概念股", + "复星稳定币", + "香港金融牌照", + "树图链概念" + ] + } ] }, { - "lv2": "战略稀有金属", - "lv2_id": "STRATEGIC_RARE_METALS", - "concepts": [ - "稀土", - "钨金属", - "钴", - "钼金属", - "钴金属", - "锡矿" - ] - }, - { - "lv2": "战略资源与化肥", - "lv2_id": "STRATEGIC_RESOURCES_FERTILIZER", - "concepts": [ - "钾肥氯化钾", - "电解铝" + "lv2": "国企改革与重组", + "lv2_id": "L2_SOE_REFORM", + "children": [ + { + "lv3": "国企改革", + "lv3_id": "L3_SOE", + "concepts": [ + "央国企", + "中字头", + "中字头央企", + "央企市值管理", + "市值管理16条-破净股", + "破净央国企", + "破净股合集", + "央国企重组", + "并购重组", + "并购重组预期", + "科技重组", + "科创板并购重组", + "北交所重组预期", + "IPO终止相关企业重组预期", + "上海并购重组", + "安徽国资", + "河南国资能源集团重组", + "湖北三资改革", + "珠海国资", + "福建国资" + ] + } ] } ] }, { - "lv1": "前沿科技", - "lv1_id": "FRONTIER_TECHNOLOGY", + "lv1": "宏观与主题 (Macro & Themes)", + "lv1_id": "L1_MACRO", "children": [ { - "lv2": "量子科技", - "lv2_id": "QUANTUM_TECHNOLOGY", - "concepts": [ - "量子材料钛酸锶", - "量子科技", - "量子科技产业链", - "量子计算", - "量子科技参股公司" - ] - } - ] - }, - { - "lv1": "食品饮料", - "lv1_id": "FOOD_BEVERAGE", - "children": [ - { - "lv2": "新型食品", - "lv2_id": "NEW_FOODS", - "concepts": [ - "人造肉" - ] - } - ] - }, - { - "lv1": "信息安全", - "lv1_id": "CYBERSECURITY", - "children": [ - { - "lv2": "网络与数据安全", - "lv2_id": "NETWORK_DATA_SECURITY", - "concepts": [ - "信息安全", - "安全概念股", - "网络安全", - "通信安全" + "lv2": "宏观政策与区域", + "lv2_id": "L2_POLICY", + "children": [ + { + "lv3": "政策与经济", + "lv3_id": "L3_ECONOMY", + "concepts": [ + "2025年政府工作报告利好行业及个股", + "新型经济", + "新质生产力", + "民营经济概念", + "就业", + "三胎", + "多胎", + "育儿补贴", + "养老概念", + "银发经济", + "反内卷", + "反内卷合集", + "反内卷快递", + "反内卷造纸", + "钢铁", + "深海经济", + "深海数智化", + "深地经济" + ] + }, + { + "lv3": "区域发展", + "lv3_id": "L3_REGIONAL", + "concepts": [ + "西部大开发", + "西部大开发240424", + "新疆概念", + "深圳本地股", + "深圳45周年", + "海南", + "海南自贸区", + "海南自贸港", + "上海自贸区", + "新型离岸贸易", + "重庆", + "两岸融合", + "海峡两岸福建", + "台资企业", + "厦门“十五五规划”" + ] + } ] }, { - "lv2": "汽车安全", - "lv2_id": "AUTOMOTIVE_SECURITY", - "concepts": [ - "汽车安全" - ] - } - ] - }, - { - "lv1": "低空经济", - "lv1_id": "LOW_ALTITUDE_ECONOMY", - "children": [ - { - "lv2": "低空经济整机与应用", - "lv2_id": "LAE_VEHICLES_APPLICATIONS", - "concepts": [ - "亿航智能订单量", - "低空经济&飞行汽车", - "低空经济", - "低空物流", - "低空经济亿航智能", - "小鹏汇天", - "小鹏汇天供应商", - "飞行汽车eVTOL", - "长安飞行汽车机器人概念" + "lv2": "地缘政治与出海", + "lv2_id": "L2_GEOPOLITICS", + "children": [ + { + "lv3": "地缘与贸易", + "lv3_id": "L3_TRADE", + "concepts": [ + "中美关系", + "出口管制", + "关税豁免", + "关税减免出口链", + "后关税战受益", + "反制关税涨价预期", + "转口贸易出口转内销", + "越南工厂", + "中俄贸易", + "中欧贸易", + "东盟贸易", + "多边贸易物流", + "外贸出口", + "二轮车全地形车", + "绒毛浆", + "乙烷", + "对日反制", + "以伊冲突-天然气", + "以伊冲突-油运仓储", + "以伊冲突-航运", + "以伊冲突-资源化工", + "油气", + "石油", + "航运", + "远洋航运", + "海事反制", + "海外港口", + "乌克兰战后重建概念", + "乌克兰重建", + "俄乌重建", + "柬泰战争", + "黄岩岛概念股", + "沙特合作" + ] + } ] }, { - "lv2": "低空经济基础设施与政策", - "lv2_id": "LAE_INFRASTRUCTURE_POLICY", - "concepts": [ - "eVTOL材料", - "低空管控", - "低空设计", - "低空经济产业链汇集" - ] - } - ] - }, - { - "lv1": "华为生态", - "lv1_id": "HUAWEI_ECOSYSTEM_MAIN", - "children": [ - { - "lv2": "华为AI与算力", - "lv2_id": "HUAWEI_AI_COMPUTE", - "concepts": [ - "华为通信大模型", - "华为存储OceanStor", - "华为910C", - "华为云", - "华为AI存储", - "华为AI容器", - "华为昇腾", - "华为昇腾超节点", - "昇腾异构计算架构-CANN", - "磁电存储" - ] - }, - { - "lv2": "华为综合主题", - "lv2_id": "HUAWEI_GENERAL_THEMES", - "concepts": [ - "华为", - "华字辈" - ] - }, - { - "lv2": "华为通信与芯片", - "lv2_id": "HUAWEI_COMM_CHIP", - "concepts": [ - "华为5G", - "华为海思星闪", - "华为麒麟芯片" + "lv2": "市场风格与事件", + "lv2_id": "L2_STYLE", + "children": [ + { + "lv3": "市场风格", + "lv3_id": "L3_MARKET_STYLE", + "concepts": [ + "北交所", + "北交所概念", + "次新股", + "低价股", + "高送转概念股", + "融券余额", + "315晚会", + "章盟主概念股", + "“马”字辈", + "长安的荔枝", + "韦神概念股" + ] + } ] } ] } ], - "uncategorized": [ - "“马”字辈", - "长安的荔枝", - "韦神概念股", - "高温概念", - "孙潇雅团队概念股", - "安保概念", - "涨价概念" - ] + "uncategorized": [] } \ No newline at end of file diff --git a/src/views/Community/components/DynamicNews/layouts/GroupedFourRowGrid.js b/src/views/Community/components/DynamicNews/layouts/GroupedFourRowGrid.js index 09765649..d8d3aa66 100644 --- a/src/views/Community/components/DynamicNews/layouts/GroupedFourRowGrid.js +++ b/src/views/Community/components/DynamicNews/layouts/GroupedFourRowGrid.js @@ -47,15 +47,28 @@ const fetchConceptHierarchy = async () => { conceptHierarchyPromise = (async () => { try { const apiBase = getApiBase(); - const response = await fetch(`${apiBase}/concept-api/hierarchy`); + const url = `${apiBase}/concept-api/hierarchy`; + console.log('[GroupedFourRowGrid] 🔄 正在请求概念层级:', url); + + const response = await fetch(url); if (!response.ok) { throw new Error(`HTTP error! status: ${response.status}`); } const data = await response.json(); + console.log('[GroupedFourRowGrid] 📦 API 响应数据:', { + hasHierarchy: !!data.hierarchy, + hierarchyLength: data.hierarchy?.length, + keys: Object.keys(data), + sample: data.hierarchy?.[0] // 打印第一个 lv1 作为样本 + }); + // 构建概念名称 -> lv2 映射 const mapping = {}; - const hierarchy = data.hierarchy || []; + const hierarchy = data.hierarchy || data.data?.hierarchy || data || []; + + // 如果 hierarchy 不是数组，尝试其他格式 + const hierarchyArray = Array.isArray(hierarchy) ? hierarchy : []; /** * 递归添加概念到映射 @@ -74,7 +87,7 @@ const fetchConceptHierarchy = async () => { }); }; - hierarchy.forEach(lv1 => { + hierarchyArray.forEach(lv1 => { const lv1Name = lv1.name; const lv2List = lv1.children || []; @@ -97,11 +110,13 @@ const fetchConceptHierarchy = async () => { }); }); - console.log('[GroupedFourRowGrid] 概念层级映射加载完成，共', Object.keys(mapping).length, '个概念'); + console.log('[GroupedFourRowGrid] ✅ 概念层级映射加载完成，共', Object.keys(mapping).length, '个概念'); + console.log('[GroupedFourRowGrid] 📋 映射样本:', Object.entries(mapping).slice(0, 10)); + conceptHierarchyCache = mapping; return mapping; } catch (error) { - console.error('[GroupedFourRowGrid] 获取概念层级失败:', error); + console.error('[GroupedFourRowGrid] ❌ 获取概念层级失败:', error); conceptHierarchyPromise = null; // 允许重试 return {}; } @@ -130,23 +145,50 @@ const useConceptHierarchy = () => { }; /** - * 从事件的 keywords (related_concepts) 中提取主要的 lv2 分类 + * 在映射表中查找概念（支持精确匹配和模糊匹配） + * @param {string} conceptName - 概念名称 + * @param {Object} hierarchyMap - 概念层级映射 + * @returns {Object|null} 匹配到的层级信息 + */ +const findConceptInMap = (conceptName, hierarchyMap) => { + if (!conceptName || !hierarchyMap) return null; + + // 1. 精确匹配 + if (hierarchyMap[conceptName]) { + return hierarchyMap[conceptName]; + } + + // 2. 模糊匹配：遍历映射表，查找包含关系 + const conceptKeys = Object.keys(hierarchyMap); + for (const key of conceptKeys) { + // 概念名包含映射表中的关键词，或映射表中的关键词包含概念名 + if (conceptName.includes(key) || key.includes(conceptName)) { + return hierarchyMap[key]; + } + } + + return null; +}; + +/** + * 从事件的 keywords (related_concepts) 中提取所有相关的 lv2 分类 * @param {Object} event - 事件对象 * @param {Object} hierarchyMap - 概念层级映射 { 概念名: { lv1, lv2, lv3 } } - * @returns {string} lv2 分类名称 + * @returns {Array} lv2 分类名称数组（去重） */ -const getEventMainLine = (event, hierarchyMap = {}) => { +const getEventLv2List = (event, hierarchyMap = {}) => { // keywords 即 related_concepts // 真实数据结构: [{ concept: '煤炭', reason: '...' }, ...] // Mock 数据可能有 hierarchy 字段 const keywords = event.keywords || event.related_concepts || []; if (!keywords.length) { - return '其他'; + return ['其他']; } - // 统计各 lv2 出现次数，取出现最多的 - const lv2Counts = {}; + const lv2Set = new Set(); + const unmatchedConcepts = []; // 记录未匹配的概念 + keywords.forEach(keyword => { // 优先使用 keyword 自带的 hierarchy（Mock 数据） let lv2 = keyword.hierarchy?.lv2; @@ -154,30 +196,36 @@ const getEventMainLine = (event, hierarchyMap = {}) => { // 如果没有，从映射表查找（真实数据） if (!lv2) { const conceptName = keyword.concept || keyword.name || keyword; - const hierarchy = hierarchyMap[conceptName]; + // 使用模糊匹配 + const hierarchy = findConceptInMap(conceptName, hierarchyMap); lv2 = hierarchy?.lv2; + + // 记录未匹配的概念（用于调试） + if (!lv2 && conceptName) { + unmatchedConcepts.push(conceptName); + } } if (lv2) { - lv2Counts[lv2] = (lv2Counts[lv2] || 0) + 1; + lv2Set.add(lv2); } }); - // 找出出现次数最多的 lv2 - let maxCount = 0; - let mainLv2 = '其他'; - Object.entries(lv2Counts).forEach(([lv2, count]) => { - if (count > maxCount) { - maxCount = count; - mainLv2 = lv2; - } - }); + // 调试：输出未匹配的概念（只在有未匹配时输出） + if (unmatchedConcepts.length > 0 && lv2Set.size === 0) { + console.log(`[GroupedFourRowGrid] 事件 "${event.title?.substring(0, 30)}..." 全部 ${unmatchedConcepts.length} 个概念未匹配:`, unmatchedConcepts); + } - return mainLv2; + // 如果没有匹配到任何 lv2，返回"其他" + if (lv2Set.size === 0) { + return ['其他']; + } + + return Array.from(lv2Set); }; /** - * 按 lv2 分组事件 + * 按 lv2 分组事件（一个事件可以属于多个 lv2 分组） * @param {Array} events - 事件列表 * @param {Object} hierarchyMap - 概念层级映射 * @returns {Array} 分组后的数组 [{ lv2, events: [] }, ...] @@ -185,22 +233,35 @@ const getEventMainLine = (event, hierarchyMap = {}) => { const groupEventsByLv2 = (events, hierarchyMap = {}) => { const groups = {}; + // 调试：检查 hierarchyMap 是否有数据 + const mapSize = Object.keys(hierarchyMap).length; + console.log(`[GroupedFourRowGrid] 概念映射表大小: ${mapSize}`, mapSize > 0 ? '✅' : '❌ 映射表为空！'); + events.forEach(event => { - const lv2 = getEventMainLine(event, hierarchyMap); - if (!groups[lv2]) { - groups[lv2] = []; - } - groups[lv2].push(event); + // 获取该事件对应的所有 lv2 分类 + const lv2List = getEventLv2List(event, hierarchyMap); + + // 将事件添加到每个相关的 lv2 分组中 + lv2List.forEach(lv2 => { + if (!groups[lv2]) { + groups[lv2] = []; + } + groups[lv2].push(event); + }); }); // 转换为数组并按事件数量排序（多的在前） - return Object.entries(groups) + const result = Object.entries(groups) .map(([lv2, groupEvents]) => ({ lv2, events: groupEvents, eventCount: groupEvents.length, })) .sort((a, b) => b.eventCount - a.eventCount); + + console.log(`[GroupedFourRowGrid] 分组结果:`, result.map(g => `${g.lv2}(${g.eventCount})`).join(', ')); + + return result; }; /** @@ -212,67 +273,95 @@ const GroupHeader = ({ lv2, eventCount, isExpanded, onToggle, colorScheme }) => const textColor = useColorModeValue('gray.700', 'gray.200'); const borderColor = useColorModeValue('gray.200', 'gray.600'); - // 根据主线类型获取配色 + // 根据主线类型获取配色（使用关键词匹配） const getColorScheme = (lv2Name) => { - const colorMap = { - // 人工智能相关 - 'AI基础设施': 'purple', - 'AI模型与软件': 'purple', - 'AI应用': 'purple', - // 半导体相关 - '半导体设备': 'blue', - '半导体材料': 'blue', - '芯片设计与制造': 'blue', - '先进封装': 'blue', - // 机器人相关 - '人形机器人整机': 'pink', - '机器人核心零部件': 'pink', - '其他类型机器人': 'pink', - // 消费电子相关 - '智能终端': 'cyan', - 'XR与空间计算': 'cyan', - '华为产业链': 'cyan', - // 智能驾驶相关 - '自动驾驶解决方案': 'teal', - '智能汽车产业链': 'teal', - '车路协同': 'teal', - // 新能源相关 - '新型电池技术': 'green', - '电力设备与电网': 'green', - '清洁能源': 'green', - // 低空与航天 - '低空经济': 'orange', - '商业航天': 'orange', - // 国防军工 - '无人作战与信息化': 'red', - '海军装备': 'red', - '军贸出海': 'red', - // 医药健康 - '创新药': 'messenger', - '医疗器械': 'messenger', - '中医药': 'messenger', - // 消费相关 - '食品饮料': 'yellow', - '消费服务': 'yellow', - // 传统能源与资源 - '煤炭石油': 'blackAlpha', - '钢铁建材': 'blackAlpha', - // 公用事业与交运 - '公用事业': 'gray', - '交通运输': 'gray', - // 其他 - '国家战略': 'red', - '区域发展': 'red', - '有色金属': 'orange', - '化工材料': 'orange', - '金融科技': 'linkedin', - '数字化转型': 'linkedin', - '量子科技': 'purple', - '脑机接口': 'purple', - '国际贸易': 'facebook', - '宏观主题': 'facebook', - }; - return colorMap[lv2Name] || 'gray'; + if (!lv2Name) return 'gray'; + + const name = lv2Name.toLowerCase(); + + // AI / 人工智能相关 - 紫色系 + if (name.includes('ai') || name.includes('人工智能') || name.includes('算力') || + name.includes('大模型') || name.includes('智能体')) { + return 'purple'; + } + + // 半导体 / 芯片相关 - 蓝色系 + if (name.includes('半导体') || name.includes('芯片') || name.includes('封装') || + name.includes('光刻') || name.includes('硅')) { + return 'blue'; + } + + // 机器人相关 - 粉色系 + if (name.includes('机器人') || name.includes('人形')) { + return 'pink'; + } + + // 消费电子 / 手机 / XR - 青色系 + if (name.includes('消费电子') || name.includes('手机') || name.includes('xr') || + name.includes('华为') || name.includes('苹果') || name.includes('终端')) { + return 'cyan'; + } + + // 汽车 / 智能驾驶 - 蓝绿色系 + if (name.includes('汽车') || name.includes('驾驶') || name.includes('新能源车') || + name.includes('电动车') || name.includes('车路')) { + return 'teal'; + } + + // 新能源 / 电力 / 光伏 - 绿色系 + if (name.includes('新能源') || name.includes('电力') || name.includes('光伏') || + name.includes('储能') || name.includes('电池') || name.includes('风电') || + name.includes('清洁能源')) { + return 'green'; + } + + // 低空 / 航天 / 卫星 - 橙色系 + if (name.includes('低空') || name.includes('航天') || name.includes('卫星') || + name.includes('无人机') || name.includes('飞行')) { + return 'orange'; + } + + // 军工 / 国防 - 红色系 + if (name.includes('军工') || name.includes('国防') || name.includes('军事') || + name.includes('武器') || name.includes('海军')) { + return 'red'; + } + + // 医药 / 医疗 - messenger蓝 + if (name.includes('医药') || name.includes('医疗') || name.includes('生物') || + name.includes('创新药') || name.includes('器械')) { + return 'messenger'; + } + + // 消费 / 食品 / 零售 - 黄色系 + if (name.includes('消费') || name.includes('食品') || name.includes('零售') || + name.includes('白酒') || name.includes('饮料')) { + return 'yellow'; + } + + // 传统能源 / 煤炭 / 石油 - 深灰色 + if (name.includes('煤炭') || name.includes('石油') || name.includes('天然气') || + name.includes('钢铁') || name.includes('有色')) { + return 'blackAlpha'; + } + + // 金融 / 银行 / 券商 - linkedin蓝 + if (name.includes('金融') || name.includes('银行') || name.includes('券商') || + name.includes('保险') || name.includes('证券')) { + return 'linkedin'; + } + + // 政策 / 国家战略 - 红色 + if (name.includes('政策') || name.includes('战略') || name.includes('国产替代')) { + return 'red'; + } + + // 市场风格 / 题材 - 灰色 + if (name.includes('市场') || name.includes('风格') || name.includes('题材')) { + return 'gray'; + } + + return 'gray'; }; const scheme = colorScheme || getColorScheme(lv2);