486 lines
33 KiB
HTML
486 lines
33 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>新藏铁路 - 概念深度解析</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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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 20% 20%, hsla(212, 80%, 30%, 0.15) 0px, transparent 50%),
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color: #e0e0e0;
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background: rgba(10, 10, 30, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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transition: all 0.3s ease;
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background: rgba(20, 20, 40, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.2);
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box-shadow: 0 0 20px rgba(100, 150, 255, 0.2);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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}
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.glow-effect {
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position: relative;
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overflow: hidden;
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.glow-effect::before {
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content: '';
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position: absolute;
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top: 50%;
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left: 50%;
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width: 200%;
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height: 200%;
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background: radial-gradient(circle, rgba(137, 196, 255, 0.15) 0%, rgba(137, 196, 255, 0) 50%);
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transform: translate(-50%, -50%);
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animation: rotateGlow 15s linear infinite;
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z-index: 0;
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.content-wrapper {
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position: relative;
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z-index: 1;
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@keyframes rotateGlow {
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from {
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transform: translate(-50%, -50%) rotate(0deg);
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to {
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transform: translate(-50%, -50%) rotate(360deg);
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}
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}
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.section-title {
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font-size: 2rem;
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font-weight: 700;
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background: -webkit-linear-gradient(45deg, #a0c4ff, #c9a0ff);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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}
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.timeline {
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position: relative;
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padding-left: 2.5rem;
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}
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.timeline::before {
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.timeline-item {
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position: relative;
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margin-bottom: 2rem;
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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: -2.5rem;
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top: 0.25rem;
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width: 1rem;
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height: 1rem;
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border-radius: 50%;
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background-color: #487eb0;
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border: 3px solid #1e272e;
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box-shadow: 0 0 10px #487eb0;
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}
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.table thead th, .table tbody td {
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background-color: transparent !important;
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border-color: rgba(255, 255, 255, 0.15) !important;
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}
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.table tbody tr:hover {
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background-color: rgba(255, 255, 255, 0.05) !important;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center p-8 glow-effect rounded-3xl glass-card">
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<div class="content-wrapper">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-blue-300 via-purple-300 to-indigo-300">
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新藏铁路
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</h1>
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<p class="mt-4 text-xl md:text-2xl text-gray-300">国家战略级超级工程深度解析</p>
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<p class="mt-6 text-xs text-gray-500 max-w-2xl mx-auto">
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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。
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</p>
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</div>
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</header>
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<!-- Bento Grid Overview -->
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<section class="bento-grid grid-cols-1 lg:grid-cols-3">
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<div class="lg:col-span-2 p-6 glass-card rounded-3xl flex flex-col justify-center">
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<h3 class="text-xl font-semibold text-blue-300 mb-2">核心催化事件</h3>
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<p class="text-lg">
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<span class="font-bold text-gray-100">2025年8月7日，新藏铁路有限公司正式成立</span>。由国铁集团全资控股，注册资本高达 <span class="text-2xl font-bold text-cyan-300">950亿</span> 人民币，标志着项目从长期规划步入实质性推进阶段，被市场解读为“超级工程”吹响全面开工的号角。
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</p>
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</div>
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<div class="p-6 glass-card rounded-3xl">
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<h3 class="text-xl font-semibold text-blue-300 mb-2">战略意义</h3>
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<ul class="space-y-2 text-gray-300 list-disc list-inside">
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<li><span class="font-semibold">地缘与国防安全:</span> 巩固边疆，提升战略纵深。</li>
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<li><span class="font-semibold">区域经济发展:</span> 打通南疆与阿里交通瓶颈。</li>
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<li><span class="font-semibold">"一带一路"深化:</span> 完善西部陆路交通大动脉。</li>
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</ul>
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</div>
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<div class="p-6 glass-card rounded-3xl">
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<h3 class="text-xl font-semibold text-blue-300 mb-2">项目概况</h3>
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<div class="stats stats-vertical bg-transparent text-gray-200 w-full">
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<div class="stat px-0">
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<div class="stat-title text-gray-400">线路全长</div>
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<div class="stat-value text-2xl">~2000 km</div>
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</div>
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<div class="stat px-0">
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<div class="stat-title text-gray-400">平均海拔</div>
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<div class="stat-value text-2xl">>4500 米</div>
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</div>
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<div class="stat px-0">
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<div class="stat-title text-gray-400">线路规划</div>
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<div class="stat-desc text-lg">新疆和田 - 西藏日喀则</div>
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</div>
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</div>
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</div>
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<div class="lg:col-span-2 p-6 glass-card rounded-3xl">
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<h3 class="text-xl font-semibold text-blue-300 mb-2">投资规模估算</h3>
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<div id="investmentChart" class="w-full h-64"></div>
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</div>
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</section>
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<!-- Main Analysis Section -->
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<main class="space-y-12">
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<!-- Core Logic & Market Perception -->
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<section class="p-6 glass-card rounded-3xl">
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<h2 class="section-title mb-6">概念核心逻辑与市场认知</h2>
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<div class="space-y-4 text-gray-300 leading-relaxed">
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<p><strong class="text-white">核心驱动力：</strong>新藏铁路的根本驱动力是 <strong class="text-cyan-300">自上而下的国家战略需求</strong>，其战略意义远大于短期商业盈利。项目推进不以盈利为首要目标，其巨大的投资规模（估算2000亿-5000亿）本质上是国家层级的战略性财政支出。</p>
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<p><strong class="text-white">市场热度与情绪：</strong>当前市场热度非常高，情绪普遍乐观。项目公司成立后，轨交设备和新疆板块立即大涨。研报密集发布，路演交流也将其列为核心议题，市场将其视为区域发展的标志性事件。</p>
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<div class="p-4 border border-yellow-500/30 rounded-2xl bg-yellow-500/10 mt-4">
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<h4 class="font-bold text-lg text-yellow-300 mb-2">预期差分析</h4>
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<ul class="list-disc list-inside space-y-2 text-yellow-200">
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<li><strong class="text-yellow-100">投资规模与节奏的模糊性：</strong>市场对总投资额认知从1754亿到5000亿不等，可能高估了其短期对宏观基建的拉动效应。</li>
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<li><strong class="text-yellow-100">建设周期的乐观预期：</strong>市场倾向于“2030年通车”目标，但专业研报预测周期长达10-20年，市场可能未充分定价业绩兑现的滞后性。</li>
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<li><strong class="text-yellow-100">受益主体的泛化：</strong>许多被热炒的本地公司（如新疆交建）公告“暂未参与”，市场存在“抢跑”嫌疑，将预期等同于在手订单。</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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<!-- Catalysts & Development Path -->
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<section class="p-6 glass-card rounded-3xl">
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<h2 class="section-title mb-6">关键催化剂与发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-blue-300 mb-4">近期催化剂 (未来3-6个月)</h3>
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<ul class="space-y-3 text-gray-300">
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<li class="flex items-start"><span class="text-cyan-300 mr-2 mt-1">▶</span><div><strong class="text-white">新疆段正式开工 (最关键):</strong> 预计2025年11月，将是概念从预期走向现实的第一个验证点。</div></li>
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<li class="flex items-start"><span class="text-cyan-300 mr-2 mt-1">▶</span><div><strong class="text-white">总投资额官方明确:</strong> 消除市场最大不确定性，为产业链需求测算提供基础。</div></li>
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<li class="flex items-start"><span class="text-cyan-300 mr-2 mt-1">▶</span><div><strong class="text-white">第四次中央新疆工作座谈会:</strong> 若召开并出台重磅政策，将提供更强政策催化。</div></li>
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</ul>
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</div>
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<div class="timeline">
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<h3 class="text-xl font-semibold text-blue-300 mb-4 -ml-10">长期发展路径</h3>
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<div class="timeline-item">
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<h4 class="font-bold text-lg text-white">启动期 (2025-2026)</h4>
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<p class="text-gray-400">新疆段先行，西藏段跟进。投资集中于土建、勘探、基础建材和隧道设备。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-bold text-lg text-white">建设高峰期 (2027-2035+)</h4>
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<p class="text-gray-400">全线大规模施工，对工程机械、特种钢材需求达顶峰。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-bold text-lg text-white">铺轨与机电期 (建设后期)</h4>
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<p class="text-gray-400">投资重点转向轨道、通信信号、电气化设备、车辆购置。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-bold text-lg text-white">运营与价值释放期 (建成后)</h4>
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<p class="text-gray-400">带动物流运输、区域旅游、商业零售等下游产业发展。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain Analysis -->
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<section x-data="{ tab: 'purest' }" class="p-6 glass-card rounded-3xl">
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<h2 class="section-title mb-6">产业链深度剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold text-blue-300 mb-4">产业链图谱</h3>
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<ul class="space-y-3">
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<li><strong class="text-purple-300">上游 (原材料与设备):</strong> 水泥、钢铁、民爆、隧道掘进设备、工程机械。</li>
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<li><strong class="text-green-300">中游 (工程设计与施工):</strong> 绝对主力为基建央企 (中国中铁、中国铁建)，区域补充为地方国企 (新疆交建、西藏天路)。</li>
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<li><strong class="text-yellow-300">下游 (运营与衍生服务):</strong> 铁路运营、物流、旅游、零售。</li>
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</ul>
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<h3 class="text-xl font-semibold text-blue-300 mt-6 mb-4">投资构成估算</h3>
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<div id="investmentBreakdownChart" class="w-full h-64"></div>
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</div>
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<div>
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<div class="tabs tabs-boxed bg-black/20 mb-4">
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<a class="tab" :class="{'tab-active': tab === 'purest'}" @click="tab = 'purest'">逻辑最纯粹</a>
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<a class="tab" :class="{'tab-active': tab === 'leader'}" @click="tab = 'leader'">领导者</a>
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<a class="tab" :class="{'tab-active': tab === 'potential'}" @click="tab = 'potential'">潜在黑马</a>
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</div>
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<div x-show="tab === 'purest'" class="space-y-2">
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<h4 class="font-bold text-lg text-white">西藏天路 & 高争民爆</h4>
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<p class="text-gray-300">研报测算新藏铁路将拉动西藏水泥年均需求增长<strong class="text-cyan-300">28.5%</strong>，弹性极高。区域壁垒强，受益逻辑最直接、最纯粹。</p>
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</div>
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<div x-show="tab === 'leader'" class="space-y-2">
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<h4 class="font-bold text-lg text-white">中国中铁 & 中国铁建</h4>
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<p class="text-gray-300">作为铁路建设“国家队”，将是最大订单获得者，但因体量巨大，业绩弹性相对较小。</p>
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<h4 class="font-bold text-lg text-white mt-2">中铁工业 & 铁建重工</h4>
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<p class="text-gray-300">项目桥隧比极高 (新疆段61.53%)，隧道掘进设备龙头将直接受益，订单确定性高。</p>
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</div>
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<div x-show="tab === 'potential'" class="space-y-2">
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<h4 class="font-bold text-lg text-white">新疆交建 & 北新路桥</h4>
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<p class="text-gray-300">新疆本地最大施工企业，具备铁路资质，未来获取分包工程概率大，一旦订单落地将形成强力催化。</p>
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<h4 class="font-bold text-lg text-white mt-2">银龙股份</h4>
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<p class="text-gray-300">凭借川藏铁路供货经验和新疆产能布局，在预应力材料和轨道板领域具备较强竞争力。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Risks & Challenges -->
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<section class="p-6 glass-card rounded-3xl border border-red-500/30">
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<h2 class="section-title mb-6 !text-red-300 !border-red-500/50">潜在风险与挑战</h2>
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<ul class="grid grid-cols-1 md:grid-cols-2 gap-x-8 gap-y-4 text-gray-300">
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<li><strong class="text-red-200">技术风险：</strong>穿越永冻土层、生态脆弱区，平均海拔超4500米，面临世界级工程难题，或致工期延长、成本超支。</li>
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<li><strong class="text-red-200">商业化风险：</strong>项目不追求商业盈利，经济效益体现为长期拉动，难以量化，投资回收期极长。</li>
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<li><strong class="text-red-200">政策与进度风险：</strong>超长期工程，年度投资受国家财政影响，存在推进不及预期的风险。</li>
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<li><strong class="text-red-200">地缘政治风险：</strong>线路靠近边境敏感地区，易受国际地缘环境波动影响，或对施工安全与节奏构成挑战。</li>
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</ul>
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</section>
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<!-- Supporting Data Tabs -->
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<section x-data="{ dataTab: 'news' }" class="p-6 glass-card rounded-3xl">
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<div role="tablist" class="tabs tabs-bordered mb-4">
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'news'}" @click="dataTab = 'news'">新闻摘要</a>
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'roadshow'}" @click="dataTab = 'roadshow'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active': dataTab === 'report'}" @click="dataTab = 'report'">研报精粹</a>
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</div>
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<div x-show="dataTab === 'news'" class="prose prose-invert max-w-none text-gray-300">
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<ul>
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<li><strong>公司成立:</strong> 新藏铁路有限公司于2025年8月7日成立，法定代表人马殷军，注册资本950亿人民币，国铁集团全资持股。</li>
|
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<li><strong>线路规划:</strong> 新疆和田至西藏日喀则，全长约2000千米，设计时速120-160公里/小时，双线电气化。</li>
|
||
<li><strong>建设难度:</strong> 平均海拔超4500米，穿越多条山脉、永冻土层，桥隧比极高（一段达61.53%），部分路段造价预估达1亿元/公里。</li>
|
||
<li><strong>时间节点:</strong> 预计2025年11月新疆段开工，2026年西藏段启动，力争2030年通车。</li>
|
||
<li><strong>市场影响:</strong> 轨交设备、新疆板块大涨。看好基建、民爆、水泥三条主线。中国中铁、中国铁建已介入前期工作。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="dataTab === 'roadshow'" class="prose prose-invert max-w-none text-gray-300">
|
||
<ul>
|
||
<li><strong>战略定位:</strong> 国防、边境管控、第三亚欧大陆桥、成渝西向通道。</li>
|
||
<li><strong>投资规模:</strong> 估算总投资2,000–4,000亿元，单公里造价约1.5亿元。</li>
|
||
<li><strong>产业链需求:</strong> 建筑订单约900亿，水泥需求超3000万吨，钢材需求约400万吨，盾构机至少10余台。</li>
|
||
<li><strong>市场催化:</strong> 新疆主题（新藏铁路+70周年+中央座谈会）为8–10月最强催化，情绪催化明确。</li>
|
||
<li><strong>核心标的:</strong> 建筑（中铁、铁建、新疆交建、西藏天路），水泥（青松建化、天山股份、西藏天路），民爆（雪峰科技、高争民爆），机械（铁建重工、中铁工业）。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="dataTab === 'report'" class="prose prose-invert max-w-none text-gray-300">
|
||
<ul>
|
||
<li><strong>项目定位:</strong> 我国西部铁路网中战略性干线工程，被称为“超级工程”、“极限工程”。</li>
|
||
<li><strong>推进策略:</strong> 采取“分段实施、重点突破”，形成“新疆段先行、西藏段跟进”的总体建设节奏。</li>
|
||
<li><strong>投资估算:</strong> 总投资额估算范围从1754亿至5000亿不等，建设周期预测为10-20年。</li>
|
||
<li><strong>水泥需求测算:</strong> 预计拉动水泥需求约3960万吨。若分8年建设，年均需求约495万吨，测算拉动西藏水泥年均需求弹性高达28.5%。</li>
|
||
<li><strong>战略价值:</strong> 建成后将与青藏、川藏、滇藏铁路构成“四向进藏”主骨架网络，完善“一带一路”陆路交通网，为中国经济应对外部不确定性加厚安全垫。</li>
|
||
</ul>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Analysis Section -->
|
||
<section class="space-y-8">
|
||
<h2 class="section-title">核心受益标的分析</h2>
|
||
|
||
<!-- Rise Analysis Cards -->
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-4">
|
||
<div class="p-6 glass-card rounded-3xl">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<h3 class="text-xl font-bold text-white">银龙股份 (603969)</h3>
|
||
<div class="badge badge-accent">+6.56%</div>
|
||
</div>
|
||
<p class="text-gray-300"><strong>核心逻辑：</strong>预应力材料龙头，在新疆设有生产基地并有川藏铁路供货经验，具备参与新藏铁路建设的潜力。同时，公司业绩预增，基本面支撑较强。</p>
|
||
</div>
|
||
<div class="p-6 glass-card rounded-3xl">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<h3 class="text-xl font-bold text-white">ST西发 (000752)</h3>
|
||
<div class="badge badge-accent">+5.03%</div>
|
||
</div>
|
||
<p class="text-gray-300"><strong>核心逻辑：</strong>注册地在拉萨，被视为西藏基建概念的受益标的。市场预期铁路建设带来的人流将极大带动当地啤酒（拉萨啤酒）等消费品需求。</p>
|
||
</div>
|
||
<div class="p-6 glass-card rounded-3xl">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<h3 class="text-xl font-bold text-white">南方路机 (603280)</h3>
|
||
<div class="badge badge-accent">+7.57%</div>
|
||
</div>
|
||
<p class="text-gray-300"><strong>核心逻辑：</strong>新藏铁路项目直接利好，作为工程机械企业，市场预期其将获得大量订单，特别是路面及矿山机械设备。</p>
|
||
</div>
|
||
<div class="p-6 glass-card rounded-3xl">
|
||
<div class="flex items-center justify-between mb-2">
|
||
<h3 class="text-xl font-bold text-white">新疆众和 (600888)</h3>
|
||
<div class="badge badge-accent">+5.85%</div>
|
||
</div>
|
||
<p class="text-gray-300"><strong>核心逻辑：</strong>主要受新疆板块整体走强的带动。新藏铁路公司成立引发基建投资预期，叠加政策预期，资金明显偏好新疆板块，公司作为板块内个股跟涨。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="p-6 glass-card rounded-3xl overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-base text-gray-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>受益逻辑 / 原因</th>
|
||
<th>所属板块</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 新疆板块 -->
|
||
<tr><td colspan="4" class="text-lg font-bold text-cyan-300 bg-black/20">新疆板块</td></tr>
|
||
<tr><td>北新路桥</td><td><a href="https://valuefrontier.cn/company?scode=002307" target="_blank" class="link link-hover">002307</a></td><td>新疆本地施工企业，实控人为新疆建设兵团国资委</td><td>新疆, 施工</td></tr>
|
||
<tr><td>新疆交建</td><td><a href="https://valuefrontier.cn/company?scode=002941" target="_blank" class="link link-hover">002941</a></td><td>新疆本地施工龙头，实控人为新疆国资委</td><td>新疆, 施工</td></tr>
|
||
<tr><td>天山股份</td><td><a href="https://valuefrontier.cn/company?scode=000877" target="_blank" class="link link-hover">000877</a></td><td>水泥、混凝土龙头，办公地位于乌鲁木齐</td><td>新疆, 水泥/混凝土</td></tr>
|
||
<tr><td>青松建化</td><td><a href="https://valuefrontier.cn/company?scode=600425" target="_blank" class="link link-hover">600425</a></td><td>南疆水泥龙头，实控人为新疆建设兵团国资委</td><td>新疆, 水泥</td></tr>
|
||
<tr><td>八一钢铁</td><td><a href="https://valuefrontier.cn/company?scode=600581" target="_blank" class="link link-hover">600581</a></td><td>新疆最大的钢铁企业</td><td>新疆, 钢铁</td></tr>
|
||
<tr><td>雪峰科技</td><td><a href="https://valuefrontier.cn/company?scode=603227" target="_blank" class="link link-hover">603227</a></td><td>新疆民爆龙头，办公地位于乌鲁木齐</td><td>新疆, 民爆</td></tr>
|
||
<tr><td>天顺股份</td><td><a href="https://valuefrontier.cn/company?scode=002800" target="_blank" class="link link-hover">002800</a></td><td>新疆本地物流企业，受益于建成后物资运输</td><td>新疆, 物流</td></tr>
|
||
<tr><td>西域旅游</td><td><a href="https://valuefrontier.cn/company?scode=300859" target="_blank" class="link link-hover">300859</a></td><td>新疆旅游行业龙头，受益于通车后客流增长</td><td>新疆, 旅游</td></tr>
|
||
|
||
<!-- 西藏板块 -->
|
||
<tr><td colspan="4" class="text-lg font-bold text-cyan-300 bg-black/20">西藏板块</td></tr>
|
||
<tr><td>西藏天路</td><td><a href="https://valuefrontier.cn/company?scode=600326" target="_blank" class="link link-hover">600326</a></td><td>西藏地区水泥龙头企业，受益弹性最大</td><td>西藏, 水泥</td></tr>
|
||
<tr><td>高争民爆</td><td><a href="https://valuefrontier.cn/company?scode=002827" target="_blank" class="link link-hover">002827</a></td><td>西藏自治区唯一民爆生产企业，区域垄断优势</td><td>西藏, 民爆</td></tr>
|
||
<tr><td>华新水泥</td><td></td><td>西藏地区重要水泥供应商</td><td>西藏, 水泥</td></tr>
|
||
|
||
<!-- 铁路及设备板块 -->
|
||
<tr><td colspan="4" class="text-lg font-bold text-cyan-300 bg-black/20">铁路及设备板块</td></tr>
|
||
<tr><td>中国中铁</td><td><a href="https://valuefrontier.cn/company?scode=601390" target="_blank" class="link link-hover">601390</a></td><td>铁路基建绝对龙头，将承接大量施工份额</td><td>铁路, 施工</td></tr>
|
||
<tr><td>中国铁建</td><td></td><td>铁路基建绝对龙头，将承接大量施工份额</td><td>铁路, 施工</td></tr>
|
||
<tr><td>中铁工业</td><td><a href="https://valuefrontier.cn/company?scode=600528" target="_blank" class="link link-hover">600528</a></td><td>隧道掘进设备（盾构机）龙头，高桥隧比直接受益</td><td>铁路, 隧洞设备</td></tr>
|
||
<tr><td>铁建重工</td><td><a href="https://valuefrontier.cn/company?scode=688425" target="_blank" class="link link-hover">688425</a></td><td>隧道掘进设备龙头，已部署高原专用盾构机</td><td>铁路, 隧洞设备</td></tr>
|
||
<tr><td>徐工机械</td><td><a href="https://valuefrontier.cn/company?scode=000425" target="_blank" class="link link-hover">000425</a></td><td>工程机械龙头，高原型设备需求量大</td><td>铁路, 工程机械</td></tr>
|
||
<tr><td>三一重工</td><td><a href="https://valuefrontier.cn/company?scode=600031" target="_blank" class="link link-hover">600031</a></td><td>工程机械龙头，高原型设备需求量大</td><td>铁路, 工程机械</td></tr>
|
||
<tr><td>中国中车</td><td><a href="https://valuefrontier.cn/company?scode=601766" target="_blank" class="link link-hover">601766</a></td><td>全球领先的轨交装备供应商，后期车辆购置受益</td><td>铁路, 轨道装备</td></tr>
|
||
<tr><td>中国通号</td><td><a href="https://valuefrontier.cn/company?scode=688009" target="_blank" class="link link-hover">688009</a></td><td>全球领先的轨道交通控制系统提供商</td><td>铁路, 控制系统</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
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