540 lines
34 KiB
HTML
540 lines
34 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>深度研报：巨湾技研概念股</title>
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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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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Roboto+Mono:wght@400;500&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #0a091e;
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background-image:
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radial-gradient(ellipse at 70% 30%, rgba(30, 0, 90, 0.4) 0%, transparent 50%),
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radial-gradient(ellipse at 30% 70%, rgba(0, 50, 80, 0.4) 0%, transparent 50%),
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background-position: center;
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background-attachment: fixed;
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backdrop-filter: blur(20px);
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border: 1px solid rgba(139, 92, 246, 0.2);
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border-radius: 1.5rem; /* 24px */
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box-shadow: 0 8px 32px 0 rgba(139, 92, 246, 0.1);
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background-color: rgba(30, 0, 90, 0.2);
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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padding: 1.5rem;
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/* Scrollbar styles for a futuristic look */
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::-webkit-scrollbar {
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width: 8px;
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::-webkit-scrollbar-track {
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<body class="text-indigo-200">
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold fui-title mb-4">巨湾技研概念股</h1>
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<p class="text-lg md:text-xl text-indigo-300">深度产业链分析报告</p>
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<div class="mt-4 text-xs text-gray-500 font-mono">
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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”</p>
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<p>本报告为AI合成数据，投资需谨慎。数据截止日期：2025-12-02</p>
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</div>
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</header>
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<main class="space-y-8">
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<!-- 0. 概念事件 & 核心观点 -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold fui-header mb-6">概念总览：技术破圈与资本加持</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-violet-300 mb-4">核心驱动事件</h3>
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<p class="mb-4">
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“巨湾技研概念股”是围绕未上市独角兽企业**广州巨湾技研有限公司**及其产业链形成的投资主题。其核心在于巨湾技研在**XFC（极速/超快充）动力电池技术**的领先地位，以及向eVTOL等新兴领域的成功拓展。
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</p>
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<div role="alert" class="alert bg-indigo-900/30 border-indigo-700/50 text-indigo-200">
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<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" class="stroke-current shrink-0 w-6 h-6"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div>
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<h3 class="font-bold">资本市场催化剂</h3>
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<div class="text-xs">广汽集团于2024年12月30日宣布，完成向控股股东出售所持巨湾技研18.82%股权，总价约13.31亿元。此举被市场解读为巨湾技研独立IPO铺路，引爆了对产业链伙伴的挖掘热情。</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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<h3 class="text-xl font-semibold text-violet-300 mb-4">核心投资观点摘要</h3>
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<p>
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该概念是对技术领先的未上市公司进行产业链映射的投资主题。当前处于由**技术验证**向**多元商业应用**拓展的早期阶段。
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</p>
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<ul class="list-disc list-inside space-y-2 mt-4 text-sm">
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<li><strong class="fui-highlight">核心驱动：</strong>源于XFC超快充技术的代际优势，及成功切入eVTOL（低空经济）蓝海市场。</li>
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<li><strong class="fui-highlight">市场阶段：</strong>早期，潜力巨大，但价值兑现依赖其产能扩张、技术迭代及下游客户商业化进程。</li>
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<li><strong class="fui-highlight">投资逻辑：</strong>从单一汽车场景，拓展至低空经济，打开全新估值天花板。</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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<!-- 1. 核心逻辑与市场认知 -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold fui-header mb-6">核心逻辑与市场认知分析</h2>
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<div class="bento-grid">
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<div class="bento-item col-span-1 md:col-span-2">
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<h3 class="text-lg font-semibold text-violet-300 mb-2">三大核心驱动力</h3>
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<div class="space-y-3 text-sm">
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<p><strong>1. 技术护城河：</strong>巨湾技研XFC技术指标提前达成国家2030年规划，形成显著技术代差。其“7Min极速电池”已在广汽埃安车型上实现7.5分钟充电80%，是解决补能焦虑和赋能eVTOL商业化的关键技术。</p>
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<p><strong>2. 应用场景破圈：</strong>与亿航智能的战略合作是概念热度升级的关键。从新能源车单一场景拓展至eVTOL，打开了全新估值空间。</p>
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<p><strong>3. 产业资本背书：</strong>广汽集团的孵化及股权划转，表明产业资本对其技术价值和独立发展前景的高度认可，为未来独立融资或IPO铺路。</p>
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</div>
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</div>
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<div class="bento-item">
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<h3 class="text-lg font-semibold text-violet-300 mb-2">数据交叉验证</h3>
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<blockquote class="text-sm p-4 border-l-4 border-info/50 bg-base-100/30 rounded-r-lg">
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<p class="font-semibold">光大证券路演纪要 (2024-06-18)</p>
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<p class="mt-2">"国内进展：宁德时代已为商飞开发四吨级机型电池；亿航合作方包括国轩高科、欣界能源及**巨湾技研**。"</p>
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<p class="mt-1">"其他关注：欣界能源（未上市）、**巨湾技研**。"</p>
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<footer class="text-xs text-gray-400 mt-2">— 明确了其在eVTOL领域的合作地位。</footer>
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</blockquote>
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</div>
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<div class="bento-item">
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<h3 class="text-lg font-semibold text-violet-300 mb-2">关键研报洞察</h3>
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<blockquote class="text-sm p-4 border-l-4 border-accent/50 bg-base-100/30 rounded-r-lg">
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<p class="font-semibold">研报 (2024-05-08)</p>
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<p class="mt-2">与亿航智能合作研发eVTOL超快充电池，目标5-10分钟实现30%～80%充电，循环超2000次，并达到航空级安全标准。</p>
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<footer class="text-xs text-gray-400 mt-2">— 证实了其技术向航空领域拓展的具体目标。</footer>
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</blockquote>
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</div>
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</div>
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<!-- 预期差分析 -->
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<div role="alert" class="alert alert-warning mt-6 bg-yellow-900/30 border-yellow-600/50 text-yellow-200">
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<svg xmlns="http://www.w3.org/2000/svg" class="stroke-current shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
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<div>
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<h3 class="font-bold">重大预期差：公司上市状态信息冲突</h3>
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<div class="text-xs">一份日期为2025-02-17的研报声称巨湾技研已上市（代码688165），但广汽集团股权转让公告、光大证券路演纪要均明确其为**未上市公司**。这是一个重大的信息矛盾点，表明市场部分决策可能基于错误信息，投资者需极度审慎。</div>
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</div>
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</div>
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</section>
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<!-- 2. 催化剂与发展路径 -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold fui-header mb-6">关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8 items-start">
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<div>
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<h3 class="text-xl font-semibold text-violet-300 mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-none space-y-4">
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<li class="flex items-start">
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<svg class="w-6 h-6 text-accent mr-3 mt-1 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path></svg>
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<div><strong class="fui-highlight">亿航智能商业化进展：</strong>EH216-S的量产、交付及商业航线开通，将是引爆概念的最直接催化剂。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-accent mr-3 mt-1 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div><strong class="fui-highlight">合资公司项目落地：</strong>与华峰股份、多氟多合资公司的产能建设、产品下线或新订单消息。</div>
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</li>
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<li class="flex items-start">
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<svg class="w-6 h-6 text-accent mr-3 mt-1 shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z"></path></svg>
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<div><strong class="fui-highlight">融资或IPO消息：</strong>任何关于新一轮融资或科创板上市辅导的官方信息。</div>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-violet-300 mb-4">长期发展路径</h3>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box bg-base-100/30 border border-indigo-900">
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<time class="font-mono italic text-xs">当前-2026</time>
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<div class="text-lg font-black text-indigo-300">技术深化与产能扩张期</div>
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XFC技术在更多车型量产，eVTOL电池实现小批量交付。南沙基地8GWh产能全面达产。
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</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box bg-base-100/30 border border-indigo-900">
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<time class="font-mono italic text-xs">2026-2028</time>
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<div class="text-lg font-black text-indigo-300">新兴业务放量期</div>
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eVTOL电池订单规模化增长，向半固态电池技术迭代。储能等新业务贡献营收。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start timeline-box bg-base-100/30 border border-indigo-900">
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<time class="font-mono italic text-xs">2028以后</time>
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<div class="text-lg font-black text-indigo-300">平台化与生态构建期</div>
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向全固态电池演进，成为平台型能源技术公司，构建“电池+充电+储能”生态闭环。
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</div>
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</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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<!-- 3. 产业链与核心公司 -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold fui-header mb-6">产业链深度剖析</h2>
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<div class="grid lg:grid-cols-3 gap-6">
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<!-- 上游 -->
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<div class="bento-item">
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<h3 class="text-lg font-semibold text-violet-300 mb-3 border-b border-violet-800 pb-2">上游：材料与设备</h3>
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<ul class="space-y-2 text-sm">
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<li><strong>金属结构件:</strong> 祥鑫科技 (002965)</li>
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<li><strong>生产检测设备:</strong> 星云股份 (300648)</li>
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<li><strong>负极材料 (潜在):</strong> 信德新材 (301349)</li>
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</ul>
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</div>
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<!-- 中游 -->
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<div class="bento-item">
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<h3 class="text-lg font-semibold text-violet-300 mb-3 border-b border-violet-800 pb-2">中游：技术核心与合作方</h3>
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<ul class="space-y-2 text-sm">
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<li><strong>技术主体:</strong> 巨湾技研 (未上市)</li>
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<li><strong>战略合资伙伴:</strong> 华峰股份 (002806)</li>
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<li><strong>战略合资伙伴:</strong> 多氟多 (002407)</li>
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</ul>
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</div>
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<!-- 下游 -->
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<div class="bento-item">
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<h3 class="text-lg font-semibold text-violet-300 mb-3 border-b border-violet-800 pb-2">下游：应用端</h3>
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<ul class="space-y-2 text-sm">
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<li><strong>新能源汽车:</strong> 广汽集团 (601238)</li>
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<li><strong>eVTOL/低空经济:</strong> 亿航智能 (美股: EH)</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-violet-300 mt-8 mb-4">核心玩家对比分析</h3>
|
||
<div class="bento-grid">
|
||
<div class="bento-item">
|
||
<h4 class="font-bold text-base fui-highlight">逻辑最纯粹者</h4>
|
||
<p class="text-sm mt-2"><strong>华峰股份 (002806) & 多氟多 (002407)</strong></p>
|
||
<p class="text-xs mt-1">与巨湾技研成立股权绑定的合资公司，业绩与巨湾核心技术产业化进程直接挂钩，是概念最核心标的。</p>
|
||
</div>
|
||
<div class="bento-item">
|
||
<h4 class="font-bold text-base fui-highlight">孵化与应用者</h4>
|
||
<p class="text-sm mt-2"><strong>广汽集团 (601238)</strong></p>
|
||
<p class="text-xs mt-1">作为“孵化器”和重要应用客户，提供了技术验证平台。出售股权后，“影子股”属性减弱，更体现为核心客户角色。</p>
|
||
</div>
|
||
<div class="bento-item">
|
||
<h4 class="font-bold text-base fui-highlight">供应链受益者</h4>
|
||
<p class="text-sm mt-2"><strong>祥鑫科技 (002965) & 星云股份 (300648)</strong></p>
|
||
<p class="text-xs mt-1">典型的供应链公司，与巨湾是业务订单关系。受益程度取决于巨湾出货量，但业绩弹性相对较小。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 4. 风险挑战 -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold fui-header mb-6">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-2 lg:grid-cols-2 gap-4">
|
||
<div class="alert bg-red-900/30 border-red-700/50 text-red-200">
|
||
<h3 class="font-bold">技术风险</h3>
|
||
<p class="text-xs">XFC电池成本较高，需持续降本。同时，向半固态/全固态电池的技术迭代进程存在不确定性，可能被竞争对手超越。</p>
|
||
</div>
|
||
<div class="alert bg-orange-900/30 border-orange-700/50 text-orange-200">
|
||
<h3 class="font-bold">商业化风险</h3>
|
||
<p class="text-xs">eVTOL市场成熟度低，商业化进程可能慢于预期。超充技术普及依赖大功率充电网络建设，生态建设速度可能成为瓶颈。</p>
|
||
</div>
|
||
<div class="alert bg-yellow-900/30 border-yellow-700/50 text-yellow-200">
|
||
<h3 class="font-bold">竞争风险</h3>
|
||
<p class="text-xs">宁德时代、亿纬锂能等电池巨头均已布局eVTOL电池，巨湾技研面临激烈的市场竞争。</p>
|
||
</div>
|
||
<div class="alert bg-blue-900/30 border-blue-700/50 text-blue-200">
|
||
<h3 class="font-bold">信息交叉验证风险</h3>
|
||
<p class="text-xs">核心矛盾点在于巨湾技研**是否上市**。不同信源描述存在直接冲突，对投资者构成严重误导。部分研报存在过度解读、蹭热点风险。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. 结论与投资启示 -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold fui-header mb-6">综合结论与投资启示</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-violet-300 mb-4">综合看法</h3>
|
||
<p class="text-sm">
|
||
“巨湾技研概念股”是兼具**基本面驱动**和**主题炒作**特征的板块。基本面来自其确凿的技术领先性，主题炒作则体现在市场对其在前沿领域巨大潜力的“抢跑式”预期。总体而言，该概念**逻辑坚实，但处于产业化早期**，机遇与不确定性并存。
|
||
</p>
|
||
<div class="mt-4 p-4 rounded-lg bg-base-100/30 border border-info/20">
|
||
<h4 class="font-bold fui-highlight">最具投资价值的方向</h4>
|
||
<p class="text-xs mt-2">与巨湾技研有深度股权绑定的**战略合资伙伴**，即**华峰股份（002806）**和**多氟多（002407）**。这种合作模式超越了简单的供需关系，形成了利益共同体，是投资巨湾核心技术落地的最直接方式。</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-violet-300 mb-4">需重点跟踪的关键指标</h3>
|
||
<div class="space-y-2 text-sm font-mono">
|
||
<p>> 巨湾技研产能利用率 (南沙8GWh)</p>
|
||
<p>> 合资公司财务数据 (营收/净利)</p>
|
||
<p>> 下游客户渗透率 (车型销量/eVTOL交付量)</p>
|
||
<p>> 技术迭代公告 (固态电池专利/样品)</p>
|
||
<p>> 巨湾技研资本运作进展 (融资/IPO)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 6. 概念股数据可视化 -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold fui-header mb-6">核心概念股流通市值对比</h2>
|
||
<div id="stockChart" style="width: 100%; height: 400px;"></div>
|
||
</section>
|
||
|
||
<!-- 7. 核心概念股列表 -->
|
||
<section class="glass-card p-6 md:p-8">
|
||
<h2 class="text-2xl font-bold fui-header mb-6">核心概念股清单</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
<th class="text-right">自由流通值</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold text-violet-300">华峰股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002806" target="_blank" class="link link-hover text-accent">002806</a></td>
|
||
<td>与巨湾技研设合资公司，从事XFC极速充电电池的研发、生产、销售，深度合作。</td>
|
||
<td class="text-right font-mono">10亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-violet-300">多氟多</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002407" target="_blank" class="link link-hover text-accent">002407</a></td>
|
||
<td>子公司与巨湾技研设合资公司，生产销售3C以上超级快充锂离子动力软包叠片电芯。</td>
|
||
<td class="text-right font-mono">136亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-violet-300">广汽集团</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601238" target="_blank" class="link link-hover text-accent">601238</a></td>
|
||
<td>（原）直接及间接持有巨湾技研约35%的股份，是其孵化方及核心应用客户。</td>
|
||
<td class="text-right font-mono">185亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-violet-300">祥鑫科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002965" target="_blank" class="link link-hover text-accent">002965</a></td>
|
||
<td>为巨湾技研供应汽车动力电池金属结构件。</td>
|
||
<td class="text-right font-mono">41亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold text-violet-300">星云股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300648" target="_blank" class="link link-hover text-accent">300648</a></td>
|
||
<td>客户覆盖巨湾技研等锂电池厂家，提供大功率快速充电相关检测产品。</td>
|
||
<td class="text-right font-mono">15亿</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 8. 潜在及异动相关股 -->
|
||
<section class="glass-card p-6 md:p-8" x-data="{ tab: 'name' }">
|
||
<h2 class="text-2xl font-bold fui-header mb-6">潜在及异动关联股分析</h2>
|
||
<div class="tabs tabs-boxed bg-base-100/20 mb-4">
|
||
<a class="tab" :class="{'tab-active': tab === 'name'}" @click.prevent="tab = 'name'">名称关联股 (市场情绪映射)</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'rise'}" @click.prevent="tab = 'rise'">行业异动股 (产业链延伸)</a>
|
||
</div>
|
||
|
||
<div x-show="tab === 'name'">
|
||
<p class="text-sm text-gray-400 mb-4">以下公司因名称中含有“巨”字，在市场情绪波动时可能受非理性关注，其基本面与巨湾技研无直接关联，仅供观察市场情绪参考。</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full table-sm">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>股票代码</th><th>相关新闻摘要</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>巨轮智能</td><td>002031</td><td>机器人概念股活跃，多次涨停。</td></tr>
|
||
<tr><td>巨力索具</td><td>002342</td><td>深海科技/海洋经济概念龙头，曾现6连板、7连板。</td></tr>
|
||
<tr><td>巨化股份</td><td>600368</td><td>制冷剂概念股，业绩增长，创历史新高。</td></tr>
|
||
<tr><td>巨一科技</td><td>688162</td><td>固态电池概念股，随板块走强。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'rise'" x-cloak>
|
||
<p class="text-sm text-gray-400 mb-4">以下股票在相关行业（如固态电池、机器人、锂电）出现异动，可能与巨湾技研所处赛道景气度相关，展示其上涨原因分析摘要。</p>
|
||
<div class="overflow-x-auto max-h-96">
|
||
<table class="table table-pin-rows table-sm">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>代码</th><th>异动日期</th><th>涨幅</th><th>核心驱动摘要</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>利元亨</td><td>688499</td><td>2025-06-24</td><td class="text-success">+20.01%</td><td>固态电池概念持续发酵，公司等静压设备技术突破预期。</td></tr>
|
||
<tr><td>嘉戎技术</td><td>301148</td><td>2025-12-02</td><td class="text-success">+20.01%</td><td>收购杭州蓝然切入盐湖提锂赛道，获宁德时代产业背书。</td></tr>
|
||
<tr><td>科恒股份</td><td>300340</td><td>2025-06-30</td><td class="text-success">+14.56%</td><td>固态电池概念走强，机构研报推动，行业大会预期。</td></tr>
|
||
<tr><td>天奈科技</td><td>688116</td><td>2025-09-29</td><td class="text-success">+14.36%</td><td>单壁碳纳米管放量，深度绑定固态电池/机器人概念。</td></tr>
|
||
<tr><td>龙蟠科技</td><td>603906</td><td>2025-06-25</td><td class="text-success">+10.03%</td><td>固态电池概念催化，公司相关研发进展推动。</td></tr>
|
||
<tr><td>中研股份</td><td>688716</td><td>2025-07-14</td><td class="text-success">+9.01%</td><td>PEEK材料/机器人概念共振，受益人形机器人大单落地。</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
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|
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