768 lines
41 KiB
HTML
768 lines
41 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>空客合作 - 航空产业链系统性重构机遇</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap');
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* {
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font-family: 'Inter', -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-4px);
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box-shadow: 0 20px 40px rgba(0,0,0,0.1);
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}
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.timeline-line {
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background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
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}
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.pulse-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% {
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box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
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}
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70% {
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box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
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}
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100% {
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box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
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}
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}
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.table-scroll-custom::-webkit-scrollbar {
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height: 8px;
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}
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.table-scroll-custom::-webkit-scrollbar-track {
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background: #f1f1f1;
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border-radius: 4px;
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}
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.table-scroll-custom::-webkit-scrollbar-thumb {
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background: #888;
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border-radius: 4px;
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}
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.table-scroll-custom::-webkit-scrollbar-thumb:hover {
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background: #555;
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}
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.stat-card {
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background: linear-gradient(135deg, rgba(255,255,255,0.1) 0%, rgba(255,255,255,0.05) 100%);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255,255,255,0.2);
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}
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.chart-bar {
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animation: growWidth 1s ease-out;
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}
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@keyframes growWidth {
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from { width: 0; }
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}
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.floating {
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animation: float 3s ease-in-out infinite;
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}
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@keyframes float {
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0%, 100% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- Hero Section -->
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<header class="gradient-bg text-white relative overflow-hidden">
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<div class="absolute inset-0 bg-black opacity-20"></div>
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<div class="container mx-auto px-4 py-16 relative z-10">
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<div class="flex flex-col lg:flex-row items-center justify-between">
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<div class="lg:w-2/3 mb-8 lg:mb-0">
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<div class="flex items-center mb-4">
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<i class="fas fa-plane text-4xl mr-4"></i>
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<h1 class="text-4xl lg:text-5xl font-bold">空客合作</h1>
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</div>
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<h2 class="text-xl lg:text-2xl font-light mb-6">航空产业链系统性重构机遇</h2>
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<p class="text-lg opacity-90 leading-relaxed">
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源于中国国家战略背书与空客全球化布局驱动的长期价值投资主题。
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从单一订单逻辑向产业链系统重构演进，创造确定性增长机会。
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</p>
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<div class="flex flex-wrap gap-4 mt-8">
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<span class="bg-white/20 px-4 py-2 rounded-full text-sm">
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<i class="fas fa-chart-line mr-2"></i>2025年目标交付820架
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</span>
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<span class="bg-white/20 px-4 py-2 rounded-full text-sm">
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<i class="fas fa-industry mr-2"></i>天津第二条总装线投产
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</span>
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<span class="bg-white/20 px-4 py-2 rounded-full text-sm">
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<i class="fas fa-globe mr-2"></i>供应链本土化战略
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</span>
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</div>
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</div>
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<div class="lg:w-1/3 flex justify-center">
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<div class="floating">
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<div class="stat-card rounded-2xl p-6 text-center">
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<div class="text-4xl font-bold mb-2">A+</div>
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<div class="text-sm opacity-80">惠誉评级</div>
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<div class="mt-4 text-lg">前景稳定</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="absolute bottom-0 left-0 right-0">
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<svg viewBox="0 0 1440 120" fill="none" xmlns="http://www.w3.org/2000/svg">
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<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"/>
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</svg>
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</div>
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</header>
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<!-- Key Statistics -->
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<section class="container mx-auto px-4 -mt-10 relative z-20">
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">2025交付目标</p>
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<p class="text-3xl font-bold text-gray-800">820架</p>
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<p class="text-sm text-green-600 mt-1">
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<i class="fas fa-arrow-up"></i> +7% vs 2024
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</p>
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</div>
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<div class="text-4xl text-purple-600 opacity-20">
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<i class="fas fa-plane-departure"></i>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">天津产能占比</p>
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<p class="text-3xl font-bold text-gray-800">20%</p>
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<p class="text-sm text-blue-600 mt-1">全球A320产能</p>
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</div>
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<div class="text-4xl text-blue-600 opacity-20">
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<i class="fas fa-industry"></i>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">积压订单</p>
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<p class="text-3xl font-bold text-gray-800">8,800架</p>
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<p class="text-sm text-orange-600 mt-1">历史新高</p>
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</div>
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<div class="text-4xl text-orange-600 opacity-20">
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<i class="fas fa-clipboard-list"></i>
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</div>
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</div>
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</div>
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<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-gray-500 text-sm">中国市场</p>
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<p class="text-3xl font-bold text-gray-800">第二</p>
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<p class="text-sm text-purple-600 mt-1">全球最大增长潜力</p>
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</div>
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<div class="text-4xl text-purple-600 opacity-20">
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<i class="fas fa-globe-asia"></i>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Timeline Section -->
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<section class="container mx-auto px-4 py-12">
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<div class="bg-white rounded-2xl shadow-xl p-8">
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<h3 class="text-2xl font-bold text-gray-800 mb-6">
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<i class="fas fa-clock text-purple-600 mr-3"></i>关键催化事件
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</h3>
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<div class="relative">
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<div class="absolute left-8 top-0 bottom-0 w-1 timeline-line"></div>
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<div class="space-y-8">
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<div class="flex items-start">
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<div class="bg-purple-600 rounded-full p-2 pulse-dot">
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<i class="fas fa-flag text-white text-xs"></i>
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</div>
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<div class="ml-6 flex-1">
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<div class="bg-purple-50 rounded-lg p-4">
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<div class="flex justify-between items-start">
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<div>
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<h4 class="font-semibold text-purple-800">2025年10月</h4>
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<p class="text-sm text-gray-600 mt-1">商务部、民航局长密集会见空客CEO</p>
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</div>
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<span class="bg-purple-200 text-purple-800 text-xs px-2 py-1 rounded">最新</span>
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</div>
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<p class="text-sm text-gray-700 mt-2">强调以天津第二条A320总装线投产为契机加强合作</p>
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</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-600 rounded-full p-2">
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<i class="fas fa-tools text-white text-xs"></i>
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</div>
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<div class="ml-6 flex-1">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-800">2025年9月</h4>
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<p class="text-sm text-gray-600 mt-1">厦门航空接收首架空客A320neo</p>
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<p class="text-sm text-gray-700 mt-2">传统波音系航司机队多元化标志</p>
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</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-green-600 rounded-full p-2">
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<i class="fas fa-handshake text-white text-xs"></i>
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</div>
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<div class="ml-6 flex-1">
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-semibold text-green-800">2025年3月</h4>
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<p class="text-sm text-gray-600 mt-1">中航工业与空客深化供应链协同</p>
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<p class="text-sm text-gray-700 mt-2">合作延伸至商用飞机、直升机领域</p>
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</div>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-orange-600 rounded-full p-2">
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<i class="fas fa-factory text-white text-xs"></i>
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</div>
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<div class="ml-6 flex-1">
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<div class="bg-orange-50 rounded-lg p-4">
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<h4 class="font-semibold text-orange-800">2024年9月</h4>
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<p class="text-sm text-gray-600 mt-1">空客A320天津第二条总装线开工</p>
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<p class="text-sm text-gray-700 mt-2">供应链本土化里程碑事件</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Core Logic Analysis -->
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<section class="container mx-auto px-4 py-12">
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="lg:col-span-2 bg-white rounded-2xl shadow-xl p-8">
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<h3 class="text-2xl font-bold text-gray-800 mb-6">
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<i class="fas fa-brain text-purple-600 mr-3"></i>核心投资逻辑
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</h3>
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<div class="space-y-6">
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<div class="border-l-4 border-purple-600 pl-4">
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<h4 class="font-semibold text-gray-800 mb-2">战略协同驱动</h4>
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<p class="text-gray-600 text-sm leading-relaxed">
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中国将航空合作视为中欧经贸"压舱石"，政策支持力度空前。空客视中国为规避地缘政治风险、利用成熟工业基础的关键基地。
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</p>
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</div>
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<div class="border-l-4 border-blue-600 pl-4">
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<h4 class="font-semibold text-gray-800 mb-2">产能扩张驱动</h4>
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<p class="text-gray-600 text-sm leading-relaxed">
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天津第二条总装线贡献全球20%产能，月产12架目标。本地化总装必然要求供应链本地化配套，创造历史性机遇。
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</p>
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</div>
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<div class="border-l-4 border-green-600 pl-4">
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<h4 class="font-semibold text-gray-800 mb-2">技术外溢效应</h4>
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<p class="text-gray-600 text-sm leading-relaxed">
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参与全球分工积累工艺、质量体系经验，直接反哺C919产业成熟。军用航空技术外溢为民用合作提供基础。
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</p>
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</div>
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</div>
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<div class="mt-8 p-4 bg-yellow-50 rounded-lg border border-yellow-200">
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<div class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-600 mt-1 mr-3"></i>
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<div>
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<h5 class="font-semibold text-yellow-800">关键预期差</h5>
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<p class="text-sm text-yellow-700 mt-1">
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市场低估了"价值量提升"逻辑，正从低价值零件向高价值大部件、系统级装配跃升；MRO等售后市场机会被忽视。
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</p>
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</div>
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</div>
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</div>
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</div>
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<div class="space-y-6">
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<div class="bg-gradient-to-br from-purple-600 to-purple-800 rounded-2xl shadow-xl p-6 text-white">
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<h4 class="text-xl font-bold mb-4">市场热度</h4>
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<div class="space-y-3">
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<div class="flex justify-between items-center">
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<span class="text-purple-200">政策支持</span>
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<div class="flex space-x-1">
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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</div>
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</div>
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<div class="flex justify-between items-center">
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<span class="text-purple-200">订单增长</span>
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<div class="flex space-x-1">
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full opacity-30"></div>
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</div>
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</div>
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<div class="flex justify-between items-center">
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<span class="text-purple-200">产能落地</span>
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<div class="flex space-x-1">
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full"></div>
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<div class="w-2 h-2 bg-white rounded-full opacity-30"></div>
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<div class="w-2 h-2 bg-white rounded-full opacity-30"></div>
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</div>
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</div>
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</div>
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<div class="mt-6 pt-6 border-t border-purple-500">
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<p class="text-sm text-purple-200">市场情绪：高度乐观且具有共识</p>
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</div>
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</div>
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<div class="bg-white rounded-2xl shadow-xl p-6">
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<h4 class="text-xl font-bold text-gray-800 mb-4">三步走战略</h4>
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<div class="space-y-3">
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<div class="flex items-center">
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<div class="bg-purple-100 text-purple-600 rounded-full w-8 h-8 flex items-center justify-center font-bold text-sm mr-3">1</div>
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<div>
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<p class="font-semibold text-gray-700">制造深化</p>
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<p class="text-xs text-gray-500">向核心子系统渗透</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="bg-blue-100 text-blue-600 rounded-full w-8 h-8 flex items-center justify-center font-bold text-sm mr-3">2</div>
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<div>
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<p class="font-semibold text-gray-700">服务拓展</p>
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<p class="text-xs text-gray-500">MRO、客改货等高利润服务</p>
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</div>
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</div>
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<div class="flex items-center">
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<div class="bg-green-100 text-green-600 rounded-full w-8 h-8 flex items-center justify-center font-bold text-sm mr-3">3</div>
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<div>
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<p class="font-semibold text-gray-700">协同创新</p>
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<p class="text-xs text-gray-500">下一代技术联合研发</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Stock Data Table -->
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<section class="container mx-auto px-4 py-12">
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<div class="bg-white rounded-2xl shadow-xl overflow-hidden">
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<div class="bg-gradient-to-r from-purple-600 to-purple-800 text-white p-6">
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<h3 class="text-2xl font-bold">
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<i class="fas fa-chart-bar mr-3"></i>核心标的与产业链布局
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</h3>
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<p class="text-purple-200 mt-2">基于深度调研的12家核心企业全景图</p>
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</div>
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<div class="overflow-x-auto table-scroll-custom">
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<table class="w-full">
|
||
<thead class="bg-gray-50 border-b border-gray-200">
|
||
<tr>
|
||
<th class="px-6 py-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||
<th class="px-6 py-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-6 py-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
|
||
<th class="px-6 py-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">合作项目</th>
|
||
<th class="px-6 py-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-purple-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-plane text-purple-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">中航西飞</div>
|
||
<div class="text-xs text-gray-500">000768.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-purple-100 text-purple-800 rounded-full">核心结构件</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">A320机翼全球唯一海外供应商</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">A320系列机翼<br>A330设备门<br>机身系统装配</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">壁垒最高，最确定受益</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-blue-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-industry text-blue-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">天保基建</div>
|
||
<div class="text-xs text-gray-500">000965.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-blue-100 text-blue-800 rounded-full">总装</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">持有空客天津总装公司49%股权</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">A320系列飞机总装<br>A350型完成中心</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">直接受益总装产能扩张</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-green-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-cube text-green-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">南山铝业</div>
|
||
<div class="text-xs text-gray-500">600219.SH</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-green-100 text-green-800 rounded-full">原材料</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">国内唯一同时供货三大主机厂</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">航空板产品供应<br>波音/空客/商飞</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">上游"卖水人"，盈利稳定</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-orange-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-cogs text-orange-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">*ST炼石</div>
|
||
<div class="text-xs text-gray-500">000697.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-orange-100 text-orange-800 rounded-full">零部件</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">拥有80余项空客认证</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">精密零部件制造<br>加德纳成都工厂</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">高赔率，高风险博弈标的</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-pink-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-tools text-pink-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">海特高新</div>
|
||
<div class="text-xs text-gray-500">002023.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-pink-100 text-pink-800 rounded-full">MRO服务</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">A321客改货项目先发优势</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">空客A321客改货<br>天津保税区合作</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">存量市场，现金流稳定</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-indigo-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-microchip text-indigo-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">爱乐达</div>
|
||
<div class="text-xs text-gray-500">300696.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-indigo-100 text-indigo-800 rounded-full">精密加工</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">20年持续承接空客波音订单</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">A320/A350<br>国际转包业务</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">经验丰富，工艺稳定</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-teal-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-box text-teal-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">同益中</div>
|
||
<div class="text-xs text-gray-500">688722.SH</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-teal-100 text-teal-800 rounded-full">新材料</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">芳纶纸关键材料供应商</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">X-612N型芳纶纸<br>供应A320/A350</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">材料卡位，技术壁垒高</td>
|
||
</tr>
|
||
|
||
<tr class="hover:bg-gray-50 transition-colors">
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<div class="flex items-center">
|
||
<div class="bg-cyan-100 rounded-lg p-2 mr-3">
|
||
<i class="fas fa-wrench text-cyan-600"></i>
|
||
</div>
|
||
<div>
|
||
<div class="text-sm font-semibold text-gray-900">航新科技</div>
|
||
<div class="text-xs text-gray-500">300424.SZ</div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td class="px-6 py-4 whitespace-nowrap">
|
||
<span class="px-2 py-1 text-xs font-medium bg-cyan-100 text-cyan-800 rounded-full">维修服务</span>
|
||
</td>
|
||
<td class="px-6 py-4 text-sm text-gray-700">覆盖空客大量机型维修资质</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">部附件维修<br>A320neo等机型</td>
|
||
<td class="px-6 py-4 text-sm text-gray-600">售后市场持续受益</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risk & Opportunity -->
|
||
<section class="container mx-auto px-4 py-12">
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
|
||
<div class="bg-white rounded-2xl shadow-xl p-8">
|
||
<h3 class="text-2xl font-bold text-gray-800 mb-6">
|
||
<i class="fas fa-shield-alt text-green-600 mr-3"></i>投资机遇
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-arrow-up text-green-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">高壁垒核心结构件</h4>
|
||
<p class="text-sm text-gray-600 mt-1">中航西飞等企业凭借不可替代地位，最直接受益</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-atom text-blue-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">新材料国产替代</h4>
|
||
<p class="text-sm text-gray-600 mt-1">南山铝业、同益中等"卖水人"盈利能力强</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-handshake text-purple-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">高附加值MRO服务</h4>
|
||
<p class="text-sm text-gray-600 mt-1">海特高新布局客改货，现金流稳定</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-white rounded-2xl shadow-xl p-8">
|
||
<h3 class="text-2xl font-bold text-gray-800 mb-6">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-3"></i>潜在风险
|
||
</h3>
|
||
<div class="space-y-4">
|
||
<div class="flex items-start">
|
||
<div class="bg-red-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-bolt text-red-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">供应链瓶颈</h4>
|
||
<p class="text-sm text-gray-600 mt-1">发动机供应短缺可能影响交付节奏</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-orange-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-microscope text-orange-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">技术代差</h4>
|
||
<p class="text-sm text-gray-600 mt-1">发动机、航电等核心领域仍有差距</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-yellow-100 rounded-full p-2 mr-4 mt-1">
|
||
<i class="fas fa-globe-europe text-yellow-600 text-sm"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-800">地缘政治</h4>
|
||
<p class="text-sm text-gray-600 mt-1">中欧贸易关系存在不确定性</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Key Metrics Tracking -->
|
||
<section class="container mx-auto px-4 py-12">
|
||
<div class="bg-gradient-to-br from-gray-900 to-gray-800 rounded-2xl shadow-xl p-8 text-white">
|
||
<h3 class="text-2xl font-bold mb-6">
|
||
<i class="fas fa-chart-line mr-3"></i>关键跟踪指标
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-white/10 backdrop-blur rounded-lg p-4">
|
||
<h4 class="font-semibold mb-3">宏观层面</h4>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
空客月度/季度交付数量
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
全球新签订单数
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white/10 backdrop-blur rounded-lg p-4">
|
||
<h4 class="font-semibold mb-3">中观层面</h4>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
国际转包业务收入及毛利率
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
新项目认证进展
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white/10 backdrop-blur rounded-lg p-4">
|
||
<h4 class="font-semibold mb-3">微观层面</h4>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
天津总装线产能爬坡
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-400 mr-2"></i>
|
||
航空发动机供应动态
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-gray-900 text-white py-8 mt-12">
|
||
<div class="container mx-auto px-4">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="mb-4 md:mb-0">
|
||
<h4 class="text-lg font-semibold">空客合作 - 投资研究报告</h4>
|
||
<p class="text-gray-400 text-sm mt-1">基于深度数据挖掘与产业链调研</p>
|
||
</div>
|
||
<div class="flex space-x-6">
|
||
<span class="text-sm text-gray-400">
|
||
<i class="fas fa-calendar-alt mr-2"></i>
|
||
2025年11月
|
||
</span>
|
||
<span class="text-sm text-gray-400">
|
||
<i class="fas fa-chart-bar mr-2"></i>
|
||
概念代码: 251022
|
||
</span>
|
||
</div>
|
||
</div>
|
||
<div class="border-t border-gray-800 mt-6 pt-6 text-center text-sm text-gray-400">
|
||
<p>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>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// 添加滚动动画效果
|
||
const observerOptions = {
|
||
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|
||
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|
||
};
|
||
|
||
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|
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entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
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|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
// 观察所有卡片元素
|
||
document.querySelectorAll('.card-hover').forEach(el => {
|
||
el.style.opacity = '0';
|
||
el.style.transform = 'translateY(20px)';
|
||
el.style.transition = 'all 0.6s ease-out';
|
||
observer.observe(el);
|
||
});
|
||
|
||
// 添加数字增长动画
|
||
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).toLocaleString() + obj.dataset.suffix;
|
||
if (progress < 1) {
|
||
window.requestAnimationFrame(step);
|
||
}
|
||
};
|
||
window.requestAnimationFrame(step);
|
||
}
|
||
|
||
// 页面加载完成后启动动画
|
||
window.addEventListener('load', () => {
|
||
const statElements = document.querySelectorAll('[data-animate]');
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||
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|
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|
||
</script>
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