641 lines
45 KiB
HTML
641 lines
45 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>军工信息化 深度研究报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Manrope', 'Microsoft YaHei', sans-serif;
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background-color: #030014;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.1) 0px, transparent 50%),
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radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
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radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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color: #E0E0E0;
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}
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.glass-card {
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background: rgba(10, 10, 30, 0.4);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.125);
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border-radius: 1.5rem;
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.title-glow {
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font-family: 'Space Grotesk', sans-serif;
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text-shadow: 0 0 8px rgba(173, 216, 230, 0.7), 0 0 16px rgba(173, 216, 230, 0.5);
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}
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.section-title::before {
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content: ':: ';
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color: #00f6ff;
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text-shadow: 0 0 5px #00f6ff;
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}
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.timeline {
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position: relative;
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padding: 2rem 0;
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}
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.timeline::before {
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content: '';
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position: absolute;
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top: 0;
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left: 1.5rem;
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height: 100%;
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width: 2px;
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background: linear-gradient(to bottom, #00f6ff, #ff79c6, transparent);
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opacity: 0.3;
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}
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.timeline-item {
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position: relative;
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padding-left: 4rem;
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margin-bottom: 2.5rem;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: calc(1.5rem - 0.5rem + 1px);
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top: 0.25rem;
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height: 1rem;
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width: 1rem;
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background-color: #00f6ff;
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border-radius: 9999px;
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border: 3px solid #030014;
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box-shadow: 0 0 10px #00f6ff;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="text-4xl md:text-6xl font-bold title-glow tracking-widest">
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军工信息化
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</h1>
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<p class="mt-4 text-xl md:text-2xl text-cyan-300 font-light" style="font-family: 'Space Grotesk', sans-serif;">
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深度研究报告
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</p>
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<div class="mt-6 text-xs text-gray-400">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎</p>
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</div>
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</header>
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<main class="space-y-16">
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<!-- Core Insight -->
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<section id="insight">
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<h2 class="text-3xl font-bold mb-6 section-title title-glow">核心观点与逻辑剖析</h2>
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<div class="glass-card p-8 space-y-6">
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<h3 class="text-xl font-bold text-cyan-300">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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军工信息化正处于由政策驱动向基本面验证过渡的关键阶段，其核心驱动力源于国家安全战略下军队现代化转型的内生需求。当前，在<strong class="text-cyan-400">信息支援部队成立</strong>和“十四五”末期订单释放的双重催化下，行业已进入新一轮建设周期的启动点，未来潜力在于从基础的“互联互通”向AI赋能的“智能化”作战体系跃迁，具备长期高景气度和成长空间。
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</p>
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</div>
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<div class="mt-8 bento-grid">
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<div class="glass-card p-6 md:col-span-2 space-y-4">
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<h4 class="text-lg font-semibold text-pink-400">核心驱动力分析</h4>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong>政策与战略顶层驱动:</strong> 信息支援部队的成立是国家意志的体现，旨在解决“网络信息体系”核心短板，预计投资规模和节奏将<strong class="text-white">远超市场预期</strong>。</li>
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<li><strong>战争形态变革:</strong> 现代战争已转向体系对抗，装备价值构成中信息系统占比正从不足20%向美军的<strong class="text-white">40%以上</strong>看齐，驱动存量升级与增量列装。</li>
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<li><strong>产业周期与订单拐点:</strong> 处于“十四五”收官与“十五五”开启的承上启下阶段，2025年订单回暖和景气度修复预期强烈，行业基本面迎来<strong class="text-white">实质性拐点</strong>。</li>
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</ul>
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</div>
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<div class="glass-card p-6 space-y-4">
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<h4 class="text-lg font-semibold text-purple-400">预期差分析</h4>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-green-400">积极预期差:</strong> 市场可能仍低估信息支援部队成立后，<strong class="text-white">“网络空间地图”、“网络靶场”</strong>等千亿级潜在市场的投资强度。</li>
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<li><strong class="text-yellow-400">消极预期差 (风险):</strong> 行业复苏存在不均衡性，需警惕“一荣俱荣”逻辑。例如航天领域订单交付曾不及预期。</li>
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<li><strong class="text-yellow-400">“智能化”预期差:</strong> AI+军工2025年为“元年”，<strong class="text-white">2026年才进入业绩兑现期</strong>，市场情绪可能存在超前反应风险。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Concept Events Timeline -->
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<section id="events">
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<h2 class="text-3xl font-bold mb-8 section-title title-glow">概念发展关键事件</h2>
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<div class="timeline">
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<div class="timeline-item">
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<h3 class="font-bold text-xl text-cyan-300">战略奠基期 (2014年起)</h3>
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<p class="text-sm text-gray-400 mb-2">长期背景</p>
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<p class="text-gray-300">最高领导层多次强调“以网络信息体系为抓手”，党的“二十大”及“十四五”规划明确加快智能化作战力量发展，将信息化提升至国家战略高度。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-xl text-cyan-300">改革与法规催化期 (2024年)</h3>
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<p class="text-sm text-gray-400 mb-2">核心催化剂</p>
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<p class="text-gray-300"><strong>4月19日</strong>，中国人民解放军信息支援部队成立，被视为行业加速核心催化剂。<strong>9月</strong>，签署《军队装备保障条例》，为订单释放提供法规保障。<strong>年底</strong>，最高层视察信息支援部队，强化政策决心。</p>
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</div>
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<div class="timeline-item">
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<h3 class="font-bold text-xl text-cyan-300">景气度验证与预期强化期 (2024末-2025年)</h3>
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<p class="text-sm text-gray-400 mb-2">基本面验证</p>
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<p class="text-gray-300">市场开始出现订单回暖信号，2025年作为“十四五”收官之年，预期延迟订单集中释放。Q1-Q3新闻密集报道景气度回暖，智明达等公司在手订单同比<strong class="text-white">增长174%</strong>，为行业景气度提供了微观验证。</p>
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</div>
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</div>
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</section>
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<!-- Development Path -->
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<section id="path">
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<h2 class="text-3xl font-bold mb-6 section-title title-glow">未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="glass-card p-6">
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<h4 class="text-lg font-semibold text-cyan-400">第一阶段 (当前-2027)</h4>
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<p class="mt-2 text-sm font-bold">基础建设与互联互通</p>
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<p class="mt-2 text-gray-300 text-sm">核心是解决基础软硬件自主可控和全军网络覆盖与数据链标准化。重点领域包括军用芯片、宽带通信、北斗换装等。</p>
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</div>
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<div class="glass-card p-6">
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<h4 class="text-lg font-semibold text-pink-400">第二阶段 (2027-2030)</h4>
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<p class="mt-2 text-sm font-bold">体系融合与能力生成</p>
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<p class="mt-2 text-gray-300 text-sm">重点发展C4ISR系统、电子对抗、网络安全、军事仿真，形成基于网络信息体系的联合作战能力。</p>
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</div>
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<div class="glass-card p-6">
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<h4 class="text-lg font-semibold text-purple-400">第三阶段 (2030-2035)</h4>
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<p class="mt-2 text-sm font-bold">智能化赋能与无人作战</p>
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<p class="mt-2 text-gray-300 text-sm">AI技术深度融入军事体系，重点发展无人蜂群、智能指挥决策、自主无人平台等，是空间最大的终极形态。</p>
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</div>
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</div>
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</section>
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<!-- Industry Chain Chart -->
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<section id="chain">
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<h2 class="text-3xl font-bold mb-6 section-title title-glow">产业链图谱</h2>
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<div class="glass-card p-4">
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<div id="echarts-chain" style="width: 100%; height: 600px;"></div>
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</div>
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</section>
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<!-- Rise Analysis -->
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<section id="rise-analysis">
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<h2 class="text-3xl font-bold mb-6 section-title title-glow">近期异动个股解析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Alpine.js loop for rise analysis data -->
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<template x-for="stock in riseData">
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<div class="glass-card p-6 flex flex-col justify-between">
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<div>
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<div class="flex justify-between items-center mb-2">
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<h4 class="text-lg font-bold text-white" x-text="stock.stock + ' (' + stock.stock_code + ')'"></h4>
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<span class="badge badge-lg" :class="stock.rise_rate > 0 ? 'badge-error' : 'badge-success'" x-text="'+' + stock.rise_rate + '%'"></span>
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</div>
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<p class="text-xs text-gray-400 mb-4" x-text="stock.trade_date"></p>
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<div class="text-sm text-gray-300 leading-relaxed prose max-w-none" x-html="stock.reason"></div>
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</div>
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</div>
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</template>
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</div>
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</section>
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<!-- Stock List -->
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<section id="stocks" x-data="{ tab: 'perceive' }">
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<h2 class="text-3xl font-bold mb-6 section-title title-glow">相关上市公司梳理</h2>
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<div role="tablist" class="tabs tabs-boxed bg-black/20 backdrop-blur-sm mb-6">
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<a role="tab" class="tab" :class="{'tab-active': tab === 'perceive'}" @click="tab = 'perceive'">信息感知</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'transmit'}" @click="tab = 'transmit'">信息传输</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'process'}" @click="tab = 'process'">信息处理</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'security'}" @click="tab = 'security'">信息安全</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'components'}" @click="tab = 'components'">核心元器件</a>
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<a role="tab" class="tab" :class="{'tab-active': tab === 'simulation'}" @click="tab = 'simulation'">军事仿真与其他</a>
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</div>
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<div class="glass-card overflow-x-auto">
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<!-- Tab Content: Perceive -->
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<div x-show="tab === 'perceive'">
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<table class="table table-zebra-zebra table-sm w-full">
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<thead>
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<tr class="text-cyan-300">
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<th>股票名称</th>
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<th>股票代码</th>
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<th>核心业务</th>
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<th>细分领域</th>
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</tr>
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</thead>
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<tbody>
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<template x-for="stock in stocks.filter(s => s.category.includes('信息接收'))">
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<tr>
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<td x-text="stock.stock"></td>
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<td>
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<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
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</td>
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<td x-text="stock.reason"></td>
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<td x-text="stock.sub_category.join(', ')"></td>
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</tr>
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</template>
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</tbody>
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</table>
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</div>
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<!-- Tab Content: Transmit -->
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<div x-show="tab === 'transmit'">
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<table class="table table-zebra-zebra table-sm w-full">
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<thead>
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<tr class="text-cyan-300">
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<th>股票名称</th>
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<th>股票代码</th>
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<th>核心业务</th>
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<th>细分领域</th>
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</tr>
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</thead>
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<tbody>
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<template x-for="stock in stocks.filter(s => s.category.includes('信息传输'))">
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<tr>
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<td x-text="stock.stock"></td>
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<td>
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<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
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</td>
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<td x-text="stock.reason"></td>
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<td x-text="stock.sub_category.join(', ')"></td>
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</tr>
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</template>
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</tbody>
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</table>
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</div>
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<!-- Tab Content: Process -->
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<div x-show="tab === 'process'">
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<table class="table table-zebra-zebra table-sm w-full">
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<thead>
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<tr class="text-cyan-300">
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<th>股票名称</th>
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<th>股票代码</th>
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<th>核心业务</th>
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<th>细分领域</th>
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</tr>
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</thead>
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<tbody>
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<template x-for="stock in stocks.filter(s => s.category.includes('信息处理'))">
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<tr>
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<td x-text="stock.stock"></td>
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<td>
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<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
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</td>
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<td x-text="stock.reason"></td>
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<td x-text="stock.sub_category.join(', ')"></td>
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</tr>
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</template>
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</tbody>
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</table>
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</div>
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<!-- Tab Content: Security -->
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<div x-show="tab === 'security'">
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<table class="table table-zebra-zebra table-sm w-full">
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<thead>
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<tr class="text-cyan-300">
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<th>股票名称</th>
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<th>股票代码</th>
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<th>核心业务</th>
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<th>细分领域</th>
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</tr>
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</thead>
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<tbody>
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<template x-for="stock in stocks.filter(s => s.category.includes('信息安全'))">
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<tr>
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<td x-text="stock.stock"></td>
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<td>
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<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
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</td>
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<td x-text="stock.reason"></td>
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<td x-text="stock.sub_category.join(', ')"></td>
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</tr>
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</template>
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</tbody>
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</table>
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</div>
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<!-- Tab Content: Components -->
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<div x-show="tab === 'components'">
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<table class="table table-zebra-zebra table-sm w-full">
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<thead>
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<tr class="text-cyan-300">
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<th>股票名称</th>
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<th>股票代码</th>
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<th>核心业务</th>
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<th>细分领域</th>
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</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks.filter(s => s.category.includes('电子元器件'))">
|
||
<tr>
|
||
<td x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td x-text="stock.sub_category.join(', ')"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<!-- Tab Content: Simulation & Others -->
|
||
<div x-show="tab === 'simulation'">
|
||
<table class="table table-zebra-zebra table-sm w-full">
|
||
<thead>
|
||
<tr class="text-cyan-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心业务</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stocks.filter(s => s.category.includes('军事仿真') || s.category.includes('其他'))">
|
||
<tr>
|
||
<td x-text="stock.stock"></td>
|
||
<td>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="hover:text-cyan-400 transition" x-text="stock.stock_code" x-show="stock.stock_code"></a>
|
||
</td>
|
||
<td x-text="stock.reason"></td>
|
||
<td x-text="stock.sub_category.join(', ')"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
const rawStockData = [
|
||
{"stock": "国睿科技", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "600562"},
|
||
{"stock": "四创电子", "reason": "军事雷达电子主要供应商", "其他标签": "信息接收, 雷达", "stock_code": "600990"},
|
||
{"stock": "天箭科技", "reason": "高波段、大功率固态发射机", "其他标签": "信息接收, 雷达", "stock_code": "002977"},
|
||
{"stock": "红相股份", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "300427"},
|
||
{"stock": "雷电微力", "reason": "国防装备的配套组件和分系统", "其他标签": "信息接收, 雷达", "stock_code": "301050"},
|
||
{"stock": "雷科防务", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "002413"},
|
||
{"stock": "康达新材", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "002669"},
|
||
{"stock": "亚光科技", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "300123"},
|
||
{"stock": "航天南湖", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "688552"},
|
||
{"stock": "纳睿雷达", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "688522"},
|
||
{"stock": "四川九洲", "reason": "空管二次雷达及ADS-B", "其他标签": "信息接收, 雷达", "stock_code": "000801"},
|
||
{"stock": "国博电子", "reason": "有源相控阵T/R组件", "其他标签": "信息接收, 雷达", "stock_code": "688375"},
|
||
{"stock": "海兰信", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "300065"},
|
||
{"stock": "*ST铖昌", "reason": "雷达", "其他标签": "信息接收, 雷达", "stock_code": "001270"},
|
||
{"stock": "国科天成", "reason": "芯片", "其他标签": "信息接收, 红外, 芯片", "stock_code": "301571"},
|
||
{"stock": "高德红外", "reason": "红外热成像", "其他标签": "信息接收, 红外, 芯片", "stock_code": "002414"},
|
||
{"stock": "睿创微纳", "reason": "非制冷红外芯片", "其他标签": "信息接收, 红外, 芯片", "stock_code": "688002"},
|
||
{"stock": "*ST大立", "reason": "芯片", "其他标签": "信息接收, 红外, 芯片", "stock_code": "002214"},
|
||
{"stock": "久之洋", "reason": "热成像", "其他标签": "信息接收, 红外, 热成像", "stock_code": "300516"},
|
||
{"stock": "富吉瑞", "reason": "热成像", "其他标签": "信息接收, 红外, 热成像", "stock_code": "688272"},
|
||
{"stock": "航天发展", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "000547"},
|
||
{"stock": "航天电器", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "002025"},
|
||
{"stock": "航天智装", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "300455"},
|
||
{"stock": "中国卫星", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "600118"},
|
||
{"stock": "中国卫通", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "601698"},
|
||
{"stock": "三维通信", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "002115"},
|
||
{"stock": "航天宏图", "reason": "卫星遥感数据服务", "其他标签": "信息接收, 卫星", "stock_code": "688066"},
|
||
{"stock": "盟升电子", "reason": "卫星导航/通信天线", "其他标签": "信息接收, 卫星", "stock_code": "688311"},
|
||
{"stock": "航宇微", "reason": "卫星", "其他标签": "信息接收, 卫星", "stock_code": "300053"},
|
||
{"stock": "中国海防", "reason": "水下信息系统", "其他标签": "信息接收, 声纳", "stock_code": "600764"},
|
||
{"stock": "中科海讯", "reason": "声纳", "其他标签": "信息接收, 声纳", "stock_code": "300810"},
|
||
{"stock": "烽火通信", "reason": "传输组网", "其他标签": "信息传输, 有线, 传输组网", "stock_code": "600498"},
|
||
{"stock": "大唐电信", "reason": "宽带", "其他标签": "信息传输, 有线, 宽带", "stock_code": "600198"},
|
||
{"stock": "上海瀚讯", "reason": "军用宽带移动通信", "其他标签": "信息传输, 有线, 宽带", "stock_code": "300762"},
|
||
{"stock": "烽火电子", "reason": "军民用通信装备", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": "000561"},
|
||
{"stock": "南京熊猫", "reason": "短波/超短波通信", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": "600775"},
|
||
{"stock": "北方科技", "reason": "短波/超短波通信", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": null},
|
||
{"stock": "海格通信", "reason": "无线通信、北斗导航", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": "002465"},
|
||
{"stock": "中国长城", "reason": "短波/超短波通信", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": "000066"},
|
||
{"stock": "七一二", "reason": "军用专网无线通信终端", "其他标签": "信息传输, 无线, 短波/超短波通信", "stock_code": "603712"},
|
||
{"stock": "王子新材", "reason": "数据链", "其他标签": "信息传输, 无线, 数据链", "stock_code": "002735"},
|
||
{"stock": "天奥电子", "reason": "时间频率产品", "其他标签": "信息传输, 无线, 数据链", "stock_code": "002935"},
|
||
{"stock": "国盾量子", "reason": "量子通信", "其他标签": "信息传输, 量子通信", "stock_code": "688027"},
|
||
{"stock": "格尔软件", "reason": "量子通信", "其他标签": "信息传输, 量子通信", "stock_code": "603232"},
|
||
{"stock": "电科网安", "reason": "网络安全", "其他标签": "信息传输, 量子通信", "stock_code": "002268"},
|
||
{"stock": "吉大正元", "reason": "量子通信", "其他标签": "信息传输, 量子通信", "stock_code": "003029"},
|
||
{"stock": "高凌信息", "reason": "军用电信网通信设备", "其他标签": "信息传输, 通信指挥", "stock_code": "688175"},
|
||
{"stock": "佳讯飞鸿", "reason": "通信指挥", "其他标签": "信息传输, 通信指挥", "stock_code": "300213"},
|
||
{"stock": "观想科技", "reason": "装备全寿命周期管理系统", "其他标签": "信息传输, 通信指挥", "stock_code": "301213"},
|
||
{"stock": "兴图新科", "reason": "视讯指挥系统", "其他标签": "信息传输, 通信指挥", "stock_code": "688081"},
|
||
{"stock": "广哈通信", "reason": "指挥调度系统", "其他标签": "信息传输, 通信指挥", "stock_code": "300711"},
|
||
{"stock": "电科数字", "reason": "嵌入式计算机", "其他标签": "信息处理, 硬件, 嵌入式计算机", "stock_code": "600850"},
|
||
{"stock": "特发信息", "reason": "嵌入式计算机", "其他标签": "信息处理, 硬件, 嵌入式计算机", "stock_code": "000070"},
|
||
{"stock": "智明达", "reason": "嵌入式计算机", "其他标签": "信息处理, 硬件, 嵌入式计算机", "stock_code": "688636"},
|
||
{"stock": "龙芯中科", "reason": "CPU", "其他标签": "信息处理, 硬件, CPU", "stock_code": "688047"},
|
||
{"stock": "海光信息", "reason": "CPU", "其他标签": "信息处理, 硬件, CPU", "stock_code": "688041"},
|
||
{"stock": "航锦科技", "reason": "GPU", "其他标签": "信息处理, 硬件, GPU", "stock_code": "000818"},
|
||
{"stock": "成都华微", "reason": "FPGA", "其他标签": "信息处理, 硬件, FPGA", "stock_code": "688709"},
|
||
{"stock": "振芯科技", "reason": "AD/DA", "其他标签": "信息处理, 硬件, AD/DA", "stock_code": "300101"},
|
||
{"stock": "臻镭科技", "reason": "AD/DA", "其他标签": "信息处理, 硬件, AD/DA", "stock_code": "688270"},
|
||
{"stock": "紫光国微", "reason": "特种FPGA、存储", "其他标签": "信息处理, 硬件, 存储", "stock_code": "002049"},
|
||
{"stock": "全信股份", "reason": "军工线缆、总线", "其他标签": "信息处理, 硬件, 总线", "stock_code": "300447"},
|
||
{"stock": "银河电子", "reason": "军用智能电源系统", "其他标签": "信息安全, 电子对抗", "stock_code": "002519"},
|
||
{"stock": "新光光电", "reason": "电子对抗", "其他标签": "信息安全, 电子对抗", "stock_code": "688011"},
|
||
{"stock": "天银机电", "reason": "电子对抗", "其他标签": "信息安全, 电子对抗", "stock_code": "300342"},
|
||
{"stock": "盛邦安全", "reason": "网络空间地图", "其他标签": "信息安全, 网络安全", "stock_code": "688651"},
|
||
{"stock": "启明星辰", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "002439"},
|
||
{"stock": "绿盟科技", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "300369"},
|
||
{"stock": "奇安信", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "688561"},
|
||
{"stock": "安恒信息", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "688023"},
|
||
{"stock": "中孚信息", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "300659"},
|
||
{"stock": "迪普科技", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "300768"},
|
||
{"stock": "佳缘科技", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "301117"},
|
||
{"stock": "深信服", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "300454"},
|
||
{"stock": "华塑控股", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "000509"},
|
||
{"stock": "三六零", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "601360"},
|
||
{"stock": "天融信", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "002212"},
|
||
{"stock": "北信源", "reason": "网络安全", "其他标签": "信息安全, 网络安全", "stock_code": "300352"},
|
||
{"stock": "华如科技", "reason": "军事仿真", "其他标签": "军事仿真", "stock_code": "301302"},
|
||
{"stock": "华力创通", "reason": "军事仿真", "其他标签": "军事仿真", "stock_code": "300045"},
|
||
{"stock": "展鹏科技", "reason": "军事航空仿真", "其他标签": "军事仿真", "stock_code": "603488"},
|
||
{"stock": "捷安高科", "reason": "虚拟仿真实训系统", "其他标签": "军事仿真", "stock_code": "300845"},
|
||
{"stock": "宏达电子", "reason": "钽电容", "其他标签": "电子元器件, 钽电容", "stock_code": "300726"},
|
||
{"stock": "振华科技", "reason": "片式阻容感、钽电容", "其他标签": "电子元器件, 钽电容", "stock_code": "000733"},
|
||
{"stock": "东方钽业", "reason": "钽电容", "其他标签": "电子元器件, 钽电容", "stock_code": "000962"},
|
||
{"stock": "鸿远电子", "reason": "陶瓷电容", "其他标签": "电子元器件, 陶瓷电容", "stock_code": "603267"},
|
||
{"stock": "火炬电子", "reason": "陶瓷电容", "其他标签": "电子元器件, 陶瓷电容", "stock_code": "603678"},
|
||
{"stock": "中航光电", "reason": "连接器", "其他标签": "电子元器件, 连接器", "stock_code": "002179"},
|
||
{"stock": "航天电子", "reason": "连接器", "其他标签": "电子元器件, 连接器", "stock_code": "600879"},
|
||
{"stock": "华丰科技", "reason": "连接器", "其他标签": "电子元器件, 连接器", "stock_code": "688629"},
|
||
{"stock": "富士达", "reason": "连接器", "其他标签": "电子元器件, 连接器", "stock_code": "920640"},
|
||
{"stock": "高华科技", "reason": "传感器", "其他标签": "电子元器件, 传感器", "stock_code": "688539"},
|
||
{"stock": "宝胜股份", "reason": "线缆", "其他标签": "电子元器件, 线缆", "stock_code": "600973"},
|
||
{"stock": "神宇股份", "reason": "线缆", "其他标签": "电子元器件, 线缆", "stock_code": "300563"},
|
||
{"stock": "通光线缆", "reason": "线缆", "其他标签": "电子元器件, 线缆", "stock_code": "300265"},
|
||
{"stock": "金信诺", "reason": "线缆", "其他标签": "电子元器件, 线缆", "stock_code": "300252"},
|
||
{"stock": "普天科技", "reason": "PCB", "其他标签": "电子元器件, PCB", "stock_code": "002544"},
|
||
{"stock": "兴森科技", "reason": "PCB", "其他标签": "电子元器件, PCB", "stock_code": "002436"},
|
||
{"stock": "奥维通信", "reason": "单兵信息化装备", "其他标签": "其他", "stock_code": "002231"},
|
||
{"stock": "中兵红箭", "reason": "反坦克导弹武器系统", "其他标签": "其他", "stock_code": "000519"},
|
||
{"stock": "天和防务", "reason": "便携式防空导弹作战指挥系统", "其他标签": "其他", "stock_code": "300397"},
|
||
{"stock": "安达维尔", "reason": "军用航空设备维修", "其他标签": "其他", "stock_code": "300719"},
|
||
{"stock": "邦彦技术", "reason": "舰船通信", "其他标签": "其他", "stock_code": "688132"},
|
||
];
|
||
const uniqueStocks = {};
|
||
rawStockData.forEach(stock => {
|
||
if (!stock.stock_code && stock.stock !== "北方科技") return; // Filter out null stock_code except specified one
|
||
if (uniqueStocks[stock.stock]) {
|
||
// Merge tags
|
||
const existingTags = uniqueStocks[stock.stock]['其他标签'].split(', ');
|
||
const newTags = stock['其他标签'].split(', ');
|
||
newTags.forEach(tag => {
|
||
if (!existingTags.includes(tag)) {
|
||
existingTags.push(tag);
|
||
}
|
||
});
|
||
uniqueStocks[stock.stock]['其他标签'] = existingTags.join(', ');
|
||
} else {
|
||
uniqueStocks[stock.stock] = { ...stock };
|
||
}
|
||
});
|
||
|
||
const processedData = Object.values(uniqueStocks).map(stock => {
|
||
const tags = stock['其他标签'].split(', ').map(t => t.trim());
|
||
return {
|
||
stock: stock.stock,
|
||
stock_code: stock.stock_code,
|
||
reason: stock.reason,
|
||
category: [...new Set(tags.filter(t => ['信息接收', '信息传输', '信息处理', '信息安全', '电子元器件', '军事仿真', '其他'].includes(t)))],
|
||
sub_category: [...new Set(tags.filter(t =>
|
||
!['信息接收', '信息传输', '信息处理', '信息安全', '电子元器件', '军事仿真', '其他'].includes(t)
|
||
))]
|
||
};
|
||
});
|
||
|
||
Alpine.data('riseData', () => ([
|
||
{ stock: '长城军工', stock_code: '601606', rise_rate: 9.99, trade_date: '2025-08-05', reason: '<strong>核心结论:</strong> 外贸直-10ME配套弹药订单落地叠加“蜂群/狼群”无人作战体系配套弹药需求释放，机构资金集中建仓，推动涨停。<br><strong>驱动概念:</strong> 军工信息化+智能弹药+外贸军贸' },
|
||
{ stock: '中科星图', stock_code: '688568', rise_rate: 6.77, trade_date: '2025-08-04', reason: '<strong>核心结论:</strong> 受益于军工信息化题材热度提升、商业航天与低空经济布局，以及对标国际龙头Palantir的预期，股价显著上涨。<br><strong>驱动概念:</strong> 军工信息化+AI+卫星遥感' },
|
||
{ stock: '淳中科技', stock_code: '603516', rise_rate: 10.0, trade_date: '2025-07-21', reason: '<strong>核心结论:</strong> 盘后公告签订4.3亿元军工大单（占2024年营收52%），叠加“十四五”中期调整文件催化，触发业绩与估值戴维斯双击。<br><strong>驱动概念:</strong> 军工信息化+国产替代' },
|
||
{ stock: '魅视科技', stock_code: '001229', rise_rate: 10.01, trade_date: '2025-11-17', reason: '<strong>核心结论:</strong> 互动易披露产品配套载人航天等国家项目，成功贴上“商业航天+军工信息化”标签，叠加小市值弹性，资金顺势打板。<br><strong>驱动概念:</strong> 商业航天+军工信息化' },
|
||
{ stock: '北方导航', stock_code: '600435', rise_rate: 9.99, trade_date: '2025-06-25', reason: '<strong>核心结论:</strong> 受益于军工行业整体向好，政策支持、装备升级、外贸增长等多重利好因素叠加。<br><strong>驱动概念:</strong> 军贸+导弹制导+军工信息化' },
|
||
{ stock: '旋极信息', stock_code: '300324', rise_rate: 20.0, trade_date: '2025-07-01', reason: '<strong>核心结论:</strong> 参股公司浙江曲速对赌协议兑现+国产AI算力政策催化，股权重估与政策红利共振触发涨停。<br><strong>驱动概念:</strong> 国产AI算力+芯片+军工信息化' },
|
||
]));
|
||
|
||
Alpine.store('stocks', {
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stocks: processedData
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});
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});
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var chartDom = document.getElementById('echarts-chain');
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var myChart = echarts.init(chartDom);
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var option;
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||
const data = {
|
||
name: '军工信息化',
|
||
children: [
|
||
{
|
||
name: '上游：核心元器件与基础软硬件',
|
||
children: [
|
||
{ name: '芯片', children: [
|
||
{name: 'FPGA: 紫光国微, 复旦微电'},
|
||
{name: 'GPU: 景嘉微'},
|
||
{name: 'AD/DA: 臻镭科技, 振芯科技'},
|
||
]},
|
||
{ name: '电子元器件', children: [
|
||
{name: '连接器: 中航光电, 航天电器'},
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{name: '电容: 火炬电子, 鸿远电子'},
|
||
]}
|
||
]
|
||
},
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||
{
|
||
name: '中游：系统/分系统与平台软件',
|
||
children: [
|
||
{ name: '信息感知', children: [
|
||
{name: '雷达: 国睿科技, 四创电子'},
|
||
{name: '红外: 高德红外, 睿创微纳'},
|
||
{name: '声纳: 中国海防'},
|
||
]},
|
||
{ name: '信息传输', children: [
|
||
{name: '无线通信: 七一二, 海格通信'},
|
||
{name: '宽带数据链: 上海瀚讯, 盟升电子'},
|
||
{name: '卫星通信: 中国卫通, 海格通信'},
|
||
]},
|
||
{ name: '信息处理与安全', children: [
|
||
{name: '嵌入式计算机: 智明达'},
|
||
{name: '网络安全: 电科网安, 盛邦安全'},
|
||
{name: '电子对抗: 四川九洲'},
|
||
]},
|
||
{ name: '平台软件', children: [
|
||
{name: '指挥系统: 兴图新科'},
|
||
{name: '军事仿真: 华如科技'},
|
||
{name: 'GIS遥感: 中科星图'},
|
||
]},
|
||
]
|
||
},
|
||
{
|
||
name: '下游：整机平台与应用',
|
||
children: [
|
||
{ name: '武器装备平台信息化升级' },
|
||
{ name: '无人作战系统', children: [{name: '中无人机'}] },
|
||
{ name: '单兵信息化装备', children: [{name: '奥维通信'}] }
|
||
]
|
||
}
|
||
]
|
||
};
|
||
|
||
option = {
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backgroundColor: 'transparent',
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tooltip: {
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trigger: 'item',
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triggerOn: 'mousemove',
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backgroundColor: 'rgba(0, 20, 40, 0.8)',
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borderColor: '#00f6ff',
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textStyle: { color: '#E0E0E0' }
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},
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series: [
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{
|
||
type: 'tree',
|
||
data: [data],
|
||
top: '1%',
|
||
left: '7%',
|
||
bottom: '1%',
|
||
right: '20%',
|
||
symbolSize: 10,
|
||
symbol: 'circle',
|
||
label: {
|
||
position: 'left',
|
||
verticalAlign: 'middle',
|
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align: 'right',
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fontSize: 14,
|
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color: '#E0E0E0',
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fontFamily: 'Manrope'
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||
},
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leaves: {
|
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label: {
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position: 'right',
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verticalAlign: 'middle',
|
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align: 'left'
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||
}
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||
},
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emphasis: {
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focus: 'descendant'
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},
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expandAndCollapse: true,
|
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animationDuration: 550,
|
||
animationDurationUpdate: 750,
|
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lineStyle: {
|
||
color: 'rgba(0, 246, 255, 0.5)',
|
||
width: 1,
|
||
curveness: 0.5
|
||
}
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
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window.addEventListener('resize', myChart.resize);
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||
|
||
</script>
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||
</body>
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</html> |