530 lines
36 KiB
HTML
530 lines
36 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>AI投研深度报告：轨交概念</title>
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body {
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background-color: #0a0a1a;
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background-image:
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radial-gradient(circle at 10% 20%, rgba(10, 10, 30, 0.8), transparent),
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</head>
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<body class="text-gray-200 p-4 sm:p-6 lg:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold fui-title animate-pulse">轨交 (Rail Transit)</h1>
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<p class="text-lg text-gray-400 mt-2">概念深度分析报告</p>
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<p class="text-xs text-gray-500 mt-4">由 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。本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Insight Core View -->
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<section class="glass-card p-6 grid-col-span-12">
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<h2 class="text-2xl font-bold fui-title mb-4">概念核心观点 (Concept Insight)</h2>
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<p class="text-base text-gray-300 leading-relaxed">
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轨交概念正经历一次深刻的价值重估，其核心驱动力已从过去依赖宏观经济和基建扩张的单一引擎，演变为 <strong>“高位新增投资”叠加“存量设备更新周期爆发”</strong> 的双轮驱动模式。当前，市场正处于从认知到验证的关键阶段，以动车组高级修和信号系统更新为代表的后市场业务，正凭借其高确定性和优于新造业务的盈利能力，成为板块的核心增长极和估值修复的基石。
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</p>
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</section>
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<!-- Timeline & Investment Chart -->
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<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-7">
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<h2 class="text-2xl font-bold fui-title mb-4">概念事件与投资脉络</h2>
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<div class="space-y-4 text-sm">
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<div class="p-3 border-l-2 border-cyan-500 bg-black/20 rounded-r-lg">
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<h3 class="font-bold text-gray-200">2023年 (复苏与转向之年)</h3>
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<p class="text-gray-400">铁路固投回升至约 <strong>7600亿</strong>，客运量强劲复苏 (同比+128.8%)，为后续投资加码奠定需求基础。行业逻辑开始从增量转向存量。</p>
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</div>
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<div class="p-3 border-l-2 border-cyan-400 bg-black/20 rounded-r-lg">
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<h3 class="font-bold text-gray-200">2024年 (投资大年与维保元年)</h3>
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<p class="text-gray-400">固投创纪录达 <strong>8506亿元</strong> (同比+11.3%)。动车组招标放量 (同比+49%)，高级修市场爆发，五级修招标 <strong>509组</strong> (远超预期)。CR450样车发布，技术升级加速。</p>
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</div>
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<div class="p-3 border-l-2 border-cyan-300 bg-black/20 rounded-r-lg">
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<h3 class="font-bold text-gray-200">2025年 (景气延续与项目落地)</h3>
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<p class="text-gray-400">投资维持超 <strong>8500亿元</strong> 高位。动车组招标量上半年已超去年全年。中吉乌铁路、新藏铁路等战略项目进入实质推进阶段，提供长期增长动力。</p>
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</div>
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</div>
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</section>
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<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-5 flex flex-col">
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<h3 class="text-xl font-bold fui-title mb-4">铁路固定资产投资 (亿元)</h3>
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<div id="investmentChart" class="flex-grow w-full h-64"></div>
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</section>
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<!-- Core Logic Analysis -->
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<section class="glass-card p-6 grid-col-span-12">
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<h2 class="text-2xl font-bold fui-title mb-4">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-cyan-400 mb-2">一体: 周期必然性 (Lifecycle Inevitability)</h3>
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<p class="text-sm text-gray-300">本轮行情最坚实底层逻辑。2010-2015年投运的高铁动车组，正不可逆转地进入8-12年五级修、15年信号系统更新的高价值维保阶段。动车组高级修市场容量有望从 <strong>300-400亿</strong> 增至 <strong>600-700亿</strong>，需求由设备年限硬性决定，独立于宏观经济波动。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-cyan-400 mb-2">第一翼: 政策强驱动 (Policy Drive)</h3>
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<p class="text-sm text-gray-300">国家“大规模设备更新”提供顶层设计。国铁固投维持8000亿以上高位，并明确 <strong>2027年</strong> 前淘汰 <strong>3000-4000台</strong> 老旧内燃机车（政策提前约5年），预计每年为中车新增订单 <strong>150-200亿</strong>。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-2xl">
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<h3 class="font-bold text-lg text-cyan-400 mb-2">第二翼: 需求强复苏 (Demand Pull)</h3>
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<p class="text-sm text-gray-300">铁路客流持续增长，2024年Q1较2019年同期增长 <strong>20%</strong>，高峰期运力瓶颈显现。强劲客流是支撑国铁投资、票价改革和采购新车的直接动力。</p>
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</div>
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</div>
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<div x-data="{ open: false }" class="mt-6">
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<button @click="open = !open" class="w-full text-left font-semibold text-cyan-300 hover:text-cyan-200 flex justify-between items-center">
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<span>展开预期差分析 (Click to Expand Expectation Gap Analysis)</span>
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<svg :class="{'rotate-180': open}" class="w-5 h-5 transition-transform" fill="none" stroke="currentColor" viewBox="0 0 24 24"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7"></path></svg>
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</button>
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<div x-show="open" x-collapse class="mt-4 text-sm text-gray-300 space-y-3">
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<p><strong>预期差1 (盈利能力结构性改善):</strong> 市场可能仍视轨交龙头为低毛利周期制造商，但高级修业务毛利率(<strong>18-25%</strong>)显著高于新造业务(<strong>15-18%</strong>)。随着其收入占比提升，将系统性改善产业链盈利中枢，此“质变”尚未被充分定价。</p>
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<p><strong>预期差2 (信号系统更新“第二增长曲线”):</strong> 市场焦点多在车辆维保。但武广高铁信号更新(价值<strong>40-50亿</strong>)仅是冰山一角。随着大量线路进入15年更新期，信号系统更新将是又一个千亿级蓝海，市场认知不足。</p>
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<p><strong>预期差3 (国铁投资结构优化):</strong> 设备投资占比有望从<strong>10%-15%</strong>提升。在总投资额不变下，每提升1个百分点即<strong>80亿</strong>增量订单，对设备商业绩弹性影响巨大，市场敏感度可能不足。</p>
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</div>
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</div>
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</section>
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<!-- Key Data Points -->
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<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-4">
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<h3 class="text-xl font-bold fui-title mb-4">关键数据速览</h3>
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<ul class="space-y-3 text-sm">
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">固投</span> 2024年铁路固投 <strong>8506亿元</strong>, 同比+11.3%</li>
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">客运</span> 2024年客运量 <strong>33.38亿人</strong>, 同比+13.8%</li>
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">新造</span> 2025年1-8月动车组招标 <strong>278组</strong>, 超24年全年</li>
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">高级修</span> 24年五级修招标 <strong>509组</strong>, 对应收入超 <strong>280亿</strong></li>
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">技术</span> CR450样车发布, 运营时速 <strong>400公里</strong></li>
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<li class="flex items-center"><span class="badge badge-outline border-cyan-500 text-cyan-500 mr-2">城轨</span> 2023年城轨投资 <strong>5214亿</strong>, 同比-4.22% (需注意结构分化)</li>
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</ul>
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</section>
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<!-- Industry Chain & Key Players -->
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<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-8">
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<h2 class="text-2xl font-bold fui-title mb-4">产业链与核心公司深度剖析</h2>
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<div x-data="{ tab: 'crrc' }">
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<div class="tabs tabs-boxed bg-black/30 mb-4">
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'crrc'}" @click="tab = 'crrc'">中国中车</a>
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'crsc'}" @click="tab = 'crsc'">中国通号</a>
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<a class="tab" :class="{'tab-active !bg-cyan-600 !text-white': tab === 'times'}" @click="tab = 'times'">时代电气</a>
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</div>
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<div class="text-sm text-gray-300 leading-relaxed">
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<div x-show="tab === 'crrc'">
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<h4 class="font-bold text-lg text-gray-100">中国中车 (601766): 绝对领导者，逻辑最纯粹</h4>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong>竞争优势:</strong> 全球最大轨交装备商，国内动车组新造和五级修的 <strong>唯一供应商</strong>，具备垄断地位。</li>
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<li><strong>业务进展:</strong> 订单爆发式增长。24年高级修订单达 <strong>285亿元</strong>，远超23年全年(72.7亿)。高级修业务占比提升，直接驱动盈利能力改善。</li>
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<li><strong>业绩驱动:</strong> 高级修 + 新造双轮驱动。路演预测利润将从历史平均120亿提升至 <strong>160-180亿</strong>。</li>
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</ul>
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</div>
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<div x-show="tab === 'crsc'">
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<h4 class="font-bold text-lg text-gray-100">中国通号 (688009): 信号系统寡头，具备“第二增长曲线”潜力</h4>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong>竞争优势:</strong> 国内铁路/城轨通信信号系统市占率超 <strong>60%</strong>，行业标准制定者。</li>
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<li><strong>业务进展:</strong> 核心看点是武广高铁更新项目带来的示范效应。研报预测25-27年高铁控制系统更新收入有望达 <strong>19.25 / 38.50 / 57.75 亿元</strong>。</li>
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<li><strong>投资逻辑:</strong> 存量线路进入15年更新周期，信号系统替换高峰将至。</li>
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</ul>
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</div>
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<div x-show="tab === 'times'">
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<h4 class="font-bold text-lg text-gray-100">时代电气 (688187): 核心部件龙头，兼具“轨交+新能源”双重属性</h4>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong>竞争优势:</strong> 轨交牵引变流系统核心供应商，同时是国内功率半导体(IGBT)龙头。</li>
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<li><strong>业务进展:</strong> 2024H1归母净利润同比 <strong>+30.56%</strong>。轨交业务受益于新造和维保（零部件更换），IGBT业务(净利率<strong>35%</strong>)受益于新能源车，形成双增长引擎。</li>
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<li><strong>业绩表现:</strong> 轨交装备收入增速超中车整体，IGBT业务净利率超预期。</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- Catalysts & Future Path -->
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<section class="glass-card p-6 grid-col-span-12">
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<h2 class="text-2xl font-bold fui-title mb-4">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-lg text-cyan-400 mb-2">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>招标落地:</strong> 下半年新一批动车组和机车招标公告发布。</li>
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<li><strong>核心公司三季报:</strong> 验证高级修高毛利逻辑，确认盈利能力改善。</li>
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<li><strong>重大项目进展:</strong> 新藏铁路、中吉乌铁路等项目设备采购启动。</li>
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<li><strong>政策细化:</strong> 关于综合交通运输体系改革的具体文件出台。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-400 mb-2">长期发展路径</h3>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
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<li><strong>当前-2027年 (维保高峰与装备升级期):</strong> 动车组高级修和内燃机车替换达顶峰。CR450投入商业运营。</li>
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<li><strong>2027-2030年 (更新换代与智能化转型期):</strong> 第一批动车组进入报废更换周期，高铁信号系统更新大规模释放。</li>
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<li><strong>2030年以后 (全面智能化与海外扩张期):</strong> 存量更新常态化，智慧化、绿色化技术全面应用，海外市场成重要增长点。</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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<!-- Risk Analysis -->
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<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-6">
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<h2 class="text-2xl font-bold fui-title mb-4">潜在风险与挑战</h2>
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<ul class="list-disc list-inside space-y-2 text-sm text-gray-300">
|
||
<li><strong>宏观与政策风险:</strong> 铁路固定资产投资完成情况不及预期，财政支出收紧可能影响投资规模。</li>
|
||
<li><strong>招标进度风险:</strong> 国铁集团招标/装备采购进度或规模不及预期。</li>
|
||
<li><strong>商业模式风险:</strong> 城轨项目运营收支比低(<strong>64.23%</strong>)，高度依赖政府补贴，在地方财政压力下存在付款周期风险。</li>
|
||
<li><strong>结构分化风险:</strong> 国家铁路高景气与城市轨交新线建设投资下滑存在矛盾，需警惕逻辑错配。</li>
|
||
<li><strong>技术与竞争风险:</strong> 新技术商业化应用需时间验证；维保市场未来可能引入第三方竞争。</li>
|
||
</ul>
|
||
</section>
|
||
|
||
<!-- Investment Conclusion -->
|
||
<section class="glass-card p-6 grid-col-span-12 lg:grid-col-span-6">
|
||
<h2 class="text-2xl font-bold fui-title mb-4">综合结论与投资启示</h2>
|
||
<p class="text-sm text-gray-300 mb-4">轨交概念已明确进入由内生性更新周期和国家战略投资共同驱动的 <strong>基本面驱动阶段</strong>。这并非短暂主题炒作，而是具备至少 <strong>3-5年</strong> 景气持续性的产业大周期。其“高分红、低波动”的防御属性与“更新周期”带来的成长属性相结合，具备独特的配置价值。</p>
|
||
<h3 class="font-semibold text-lg text-cyan-400 mb-2">最具投资价值细分环节</h3>
|
||
<ol class="list-decimal list-inside space-y-1 text-sm text-gray-300">
|
||
<li><strong>维保后市场:</strong> 确定性最高、盈利弹性最大 (中国中车, 时代电气)。</li>
|
||
<li><strong>信号系统更新:</strong> 最具想象空间的“第二成长曲线” (中国通号)。</li>
|
||
<li><strong>整车制造:</strong> 受益高位投资和装备升级，基本盘稳固 (中国中车)。</li>
|
||
</ol>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="glass-card p-6 grid-col-span-12">
|
||
<h2 class="text-2xl font-bold fui-title mb-4">涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
|
||
<!-- Card for Kyushu Yigui -->
|
||
<div class="bg-black/20 p-4 rounded-xl text-sm">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h3 class="font-bold text-lg text-gray-100">九州一轨 (688485)</h3>
|
||
<span class="font-mono text-green-400">+9.42%</span>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mb-2">2025-10-22</p>
|
||
<p class="text-gray-300"><strong>核心结论:</strong> 行业基本面利好（招标强势+维保周期）与市场主题情绪（商业航天/新质生产力）共振的结果。时代电气研报证实轨交行业高景气，直接利好公司主营减振降噪业务。上涨主力可能为机构资金，而非融资盘。</p>
|
||
</div>
|
||
<!-- Card for Sifang Xincai -->
|
||
<div class="bg-black/20 p-4 rounded-xl text-sm">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h3 class="font-bold text-lg text-gray-100">四方新材 (605122)</h3>
|
||
<span class="font-mono text-green-400">+10.03%</span>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mb-2">2025-07-08</p>
|
||
<p class="text-gray-300"><strong>核心结论:</strong> 订单+政策共振。公告斩获重庆轨交27号线 <strong>6.8亿</strong> 预制构件大单（占去年营收52.4%），叠加重庆发布轨交产业三年行动方案，双重利好引爆涨停。</p>
|
||
</div>
|
||
<!-- Card for JiaoDa TieFa -->
|
||
<div class="bg-black/20 p-4 rounded-xl text-sm">
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h3 class="font-bold text-lg text-gray-100">交大铁发 (920027)</h3>
|
||
<span class="font-mono text-green-400">+23.73%</span>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mb-2">2025-08-08</p>
|
||
<p class="text-gray-300"><strong>核心结论:</strong> <strong>新藏铁路</strong> 项目启动是核心催化剂（注册资本950亿，总投资超千亿），带动整个轨交设备板块集体走强，公司作为板块一员直接受益于市场预期改善和资金追捧。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Pool -->
|
||
<section class="glass-card p-6 grid-col-span-12">
|
||
<h2 class="text-2xl font-bold fui-title mb-4">概念股票池 (Concept Stock Pool)</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>分类</th>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 车辆造修 -->
|
||
<tr>
|
||
<td rowspan="2" class="font-bold align-middle">车辆造修</td>
|
||
<td>中国中车</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601766" target="_blank" class="text-cyan-400 hover:underline">601766</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新筑股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002480" target="_blank" class="text-cyan-400 hover:underline">002480</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<!-- 轨交信号/控制 -->
|
||
<tr>
|
||
<td rowspan="6" class="font-bold align-middle">轨交信号/控制</td>
|
||
<td>中国通号</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688009" target="_blank" class="text-cyan-400 hover:underline">688009</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>思维列控</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603508" target="_blank" class="text-cyan-400 hover:underline">603508</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>交控科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688015" target="_blank" class="text-cyan-400 hover:underline">688015</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>鼎汉技术</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300011" target="_blank" class="text-cyan-400 hover:underline">300011</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>交大思诺</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300851" target="_blank" class="text-cyan-400 hover:underline">300851</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>研奥股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300923" target="_blank" class="text-cyan-400 hover:underline">300923</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<!-- 轨交供电 -->
|
||
<tr>
|
||
<td rowspan="3" class="font-bold align-middle">轨交供电</td>
|
||
<td>时代电气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688187" target="_blank" class="text-cyan-400 hover:underline">688187</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>高铁电气</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688285" target="_blank" class="text-cyan-400 hover:underline">688285</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>电工合金</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300697" target="_blank" class="text-cyan-400 hover:underline">300697</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<!-- 轨交车辆部件 -->
|
||
<tr>
|
||
<td rowspan="5" class="font-bold align-middle">轨交车辆部件</td>
|
||
<td>康尼机电</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603111" target="_blank" class="text-cyan-400 hover:underline">603111</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>晋西车轴</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600495" target="_blank" class="text-cyan-400 hover:underline">600495</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>永贵电器</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300351" target="_blank" class="text-cyan-400 hover:underline">300351</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>朗进科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300594" target="_blank" class="text-cyan-400 hover:underline">300594</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>威奥股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=605001" target="_blank" class="text-cyan-400 hover:underline">605001</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<!-- 轨交装备 -->
|
||
<tr>
|
||
<td rowspan="7" class="font-bold align-middle">轨交装备</td>
|
||
<td>今创集团</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603680" target="_blank" class="text-cyan-400 hover:underline">603680</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>神州高铁</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000008" target="_blank" class="text-cyan-400 hover:underline">000008</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>金鹰重工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301048" target="_blank" class="text-cyan-400 hover:underline">301048</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>雷尔伟</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301016" target="_blank" class="text-cyan-400 hover:underline">301016</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>通业科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300960" target="_blank" class="text-cyan-400 hover:underline">300960</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>长青科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001324" target="_blank" class="text-cyan-400 hover:underline">001324</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>科安达</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002972" target="_blank" class="text-cyan-400 hover:underline">002972</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<!-- 隧道施工 -->
|
||
<tr>
|
||
<td rowspan="3" class="font-bold align-middle">隧道施工</td>
|
||
<td>铁建重工</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688425" target="_blank" class="text-cyan-400 hover:underline">688425</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>中铁工业</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600528" target="_blank" class="text-cyan-400 hover:underline">600528</a></td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td>太原重工</td>
|
||
<td>-</td>
|
||
<td>高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// ECharts for Investment
|
||
const investmentChart = echarts.init(document.getElementById('investmentChart'));
|
||
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|
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
||
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|
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|
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|
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|
||
</html> |