735 lines
38 KiB
HTML
735 lines
38 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>轨交行业洞察报告</title>
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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;900&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background-color: #f0f4f8;
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color: #1a202c;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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.table-container {
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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}
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}
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#particles-js {
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position: absolute;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="min-h-screen p-4 md:p-8">
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<!-- 标题部分 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="gradient-bg rounded-2xl p-8 md:p-12 text-white card-shadow relative overflow-hidden">
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<div class="relative z-10">
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<h1 class="text-3xl md:text-5xl font-bold mb-4">轨交行业深度洞察</h1>
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<p class="text-lg md:text-xl text-blue-100 max-w-3xl">从"增量建设"转向"存量更新+技术升级"的成熟期，动车组高级修与老旧设备替换构成核心驱动力</p>
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<div class="mt-6 flex flex-wrap gap-3">
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<span class="bg-blue-500 bg-opacity-30 text-blue-100 px-4 py-2 rounded-full text-sm">存量更新周期</span>
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<span class="bg-blue-500 bg-opacity-30 text-blue-100 px-4 py-2 rounded-full text-sm">政策强制替换</span>
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<span class="bg-blue-500 bg-opacity-30 text-blue-100 px-4 py-2 rounded-full text-sm">技术升级</span>
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<span class="bg-blue-500 bg-opacity-30 text-blue-100 px-4 py-2 rounded-full text-sm">海外订单爆发</span>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="bg-blue-50 rounded-xl p-6 border-l-4 border-blue-500">
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<p class="text-lg leading-relaxed">
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轨交行业正从<span class="font-semibold text-blue-700">"增量建设"转向"存量更新+技术升级"</span>的成熟期，<span class="font-semibold text-blue-700">动车组高级修（2024-2026年高峰）+老旧设备替换（2027年前）</span>构成核心驱动力，叠加海外"一带一路"订单，<span class="font-semibold text-blue-700">未来3年业绩确定性高</span>。当前估值处于历史低位（中车港股PE仅8倍），<span class="font-semibold text-blue-700">红利属性+政策催化</span>下具备戴维斯双击潜力。
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</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-timeline text-blue-500 mr-3"></i>概念事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<h3 class="text-lg font-semibold text-gray-800">2024年5月</h3>
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<p class="text-gray-600">国铁集团启动年内第一批动车组招标（165组），全年累计招标<span class="font-semibold text-blue-600">265组</span>（同比+49%），创2019年以来新高。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-lg font-semibold text-gray-800">2024年8月</h3>
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<p class="text-gray-600">第二批动车组高级修招标落地，五级修招标<span class="font-semibold text-blue-600">509组</span>（同比+371%），订单金额<span class="font-semibold text-blue-600">285亿元</span>（2023年全年仅72.7亿元）。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-lg font-semibold text-gray-800">2024年11月</h3>
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<p class="text-gray-600">第三批动车组招标80组，全年招标量超预期；铁路固定资产投资1-10月同比<span class="font-semibold text-blue-600">+10.9%</span>（10月单月+16%）。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-lg font-semibold text-gray-800">2024年12月</h3>
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<p class="text-gray-600">CR450动车组样车发布（运营时速400km/h），标志技术升级周期启动；中吉乌铁路开工、中车联合体中标<span class="font-semibold text-blue-600">56亿美元</span>迪拜地铁项目，海外订单爆发。</p>
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</div>
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<div class="timeline-item">
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<h3 class="text-lg font-semibold text-gray-800">2025年政策催化</h3>
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<p class="text-gray-600">国家铁路局明确<span class="font-semibold text-blue-600">2027年前淘汰老旧内燃机车</span>，设备更新政策加码；城轨领域"四网融合"政策推动TOD开发（2024年6月《中国城市轨道交通融合城轨发展指南》）。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-6 mb-8">
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<div class="bg-purple-50 rounded-xl p-6">
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<h3 class="text-lg font-semibold mb-4 text-purple-800">核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-circle text-purple-500 text-xs mt-2 mr-2"></i>
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<span><span class="font-semibold">存量更新周期</span>：2013-2016年投放的动车组进入五级修（12年周期），2024年五级修招标509组（占存量12%），2025-2027年需求持续释放（华泰预测年均400组）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-purple-500 text-xs mt-2 mr-2"></i>
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<span><span class="font-semibold">政策强制替换</span>：2027年前淘汰0.78万台老旧内燃机车（时代电气测算年均替换空间128亿元）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-purple-500 text-xs mt-2 mr-2"></i>
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<span><span class="font-semibold">技术升级</span>：CR450商业化推动350km/h动车组替换（2025年招标或超250组），单组价值量2.4亿元（较上一代+30%）。</span>
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</li>
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</ul>
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</div>
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<div class="bg-blue-50 rounded-xl p-6">
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<h3 class="text-lg font-semibold mb-4 text-blue-800">市场热度与情绪</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-circle text-blue-500 text-xs mt-2 mr-2"></i>
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<span><span class="font-semibold">研报密集度</span>：2024年8-12月东吴、广发、华泰等机构发布15篇深度报告，一致看好"高级修+出海"逻辑。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-circle text-blue-500 text-xs mt-2 mr-2"></i>
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<span><span class="font-semibold">情绪分歧</span>：市场对"新车招标持续性"存疑（2024年265组 vs 2023年164组），但忽略维修订单占比已升至44%（广发路演数据），平滑周期波动。</span>
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</li>
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</ul>
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</div>
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</div>
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<div class="bg-yellow-50 rounded-xl p-6 border-l-4 border-yellow-500">
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<h3 class="text-lg font-semibold mb-4 text-yellow-800">预期差</h3>
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<div class="space-y-4">
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<div>
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<p class="font-semibold text-gray-700">市场认知</p>
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<p class="text-gray-600">认为轨交是"低成长公用事业"。</p>
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</div>
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<div>
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<p class="font-semibold text-gray-700">忽略点</p>
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<ul class="list-disc list-inside text-gray-600 space-y-1">
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<li><span class="font-semibold">利润率提升</span>：高级修毛利率20-25%（中车数据），显著高于新造（15-18%），2024年维修订单720亿元（占中车总订单43%）。</li>
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<li><span class="font-semibold">海外弹性</span>：中车2024年海外订单44%增速（中吉乌铁路+迪拜项目），2025年"一带一路"十周年催化。</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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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-rocket text-green-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-green-50 rounded-xl p-6">
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<h3 class="text-lg font-semibold mb-4 text-green-800">近期催化剂（3-6个月）</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-green-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2025Q1动车组招标</span>：预计250组（同比持平），若超预期将验证需求韧性。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-green-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">内燃机车替换细则</span>：2025年3月国家铁路局或出台补贴方案，直接利好时代电气（牵引系统市占率60%）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-green-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">城轨信号改造</span>：武广高铁1000公里信号系统更新招标（中国通号预期中标40-50亿元）。</span>
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</li>
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</ul>
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</div>
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<div class="bg-indigo-50 rounded-xl p-6">
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<h3 class="text-lg font-semibold mb-4 text-indigo-800">长期路径（2025-2030）</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-indigo-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2025-2027年</span>：高级修需求高峰（年均400组五级修），带动中车利润复合增速20%（广发预测）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-indigo-500 mt-1 mr-2"></i>
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<span><span class="font-semibold">2027-2030年</span>：动车组替换周期启动（20年寿命），叠加城轨1.1万公里存量线路更新（信号系统单公里250万元）。</span>
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</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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</div>
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<!-- 产业链与核心公司 -->
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<div class="max-w-6xl mx-auto mb-10">
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<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-sitemap text-red-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-8">
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<h3 class="text-lg font-semibold mb-4 text-gray-700">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-red-50 rounded-xl p-5">
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<h4 class="font-semibold text-red-700 mb-3">上游</h4>
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<p class="text-gray-600">零部件（永贵电器连接器、晋西车轴）、新材料（铁科轨道扣件）</p>
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</div>
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<div class="bg-orange-50 rounded-xl p-5">
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<h4 class="font-semibold text-orange-700 mb-3">中游</h4>
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<p class="text-gray-600">整车（中国中车）、信号系统（中国通号）、牵引系统（时代电气）</p>
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</div>
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<div class="bg-yellow-50 rounded-xl p-5">
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<h4 class="font-semibold text-yellow-700 mb-3">下游</h4>
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<p class="text-gray-600">运维（神州高铁）、TOD开发（京投发展）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-700">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-100">
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<tr>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">核心逻辑</th>
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<th class="py-3 px-4 text-left text-gray-700 font-semibold">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-200">
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<td class="py-3 px-4 font-semibold text-blue-600">中国中车</td>
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<td class="py-3 px-4">维修订单占比44%（2024年720亿元），港股PE仅8倍，股息率6%+（广发路演）。</td>
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<td class="py-3 px-4">新车招标低于200组预期。</td>
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</tr>
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<tr class="border-b border-gray-200">
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<td class="py-3 px-4 font-semibold text-blue-600">中国通号</td>
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<td class="py-3 px-4">高铁信号系统更新1.1万公里（2025-2030年），单公里250万元，市占率超50%。</td>
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<td class="py-3 px-4">城轨投资放缓影响新建订单。</td>
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</tr>
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<tr>
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<td class="py-3 px-4 font-semibold text-blue-600">时代电气</td>
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<td class="py-3 px-4">内燃机车替换牵引系统128亿元空间，IGBT业务占比41%（2024Q3），估值切换。</td>
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<td class="py-3 px-4">半导体价格战压制利润率。</td>
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</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="max-w-6xl mx-auto mb-10">
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-red-50 rounded-xl p-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-red-800">技术与商业化风险</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">技术风险</span>：CR450商业化需验证450km/h运营安全性（2025年试点线路）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">商业化风险</span>：城轨TOD开发受地产低迷拖累（2024年土地出让收入下滑20%）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-orange-50 rounded-xl p-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-orange-800">政策与信息风险</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-orange-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">政策风险</span>：若2025年铁路固定资产投资低于8000亿（2024年目标8400亿），订单或低于预期。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-orange-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">信息矛盾</span>：华泰预测2025年五级修370组，但广发认为2029年才是峰值（年均500组），需跟踪招标节奏。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="max-w-6xl mx-auto mb-10">
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line text-green-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-green-50 rounded-xl p-6 border-l-4 border-green-500">
|
||
<h3 class="text-lg font-semibold mb-3 text-green-800">阶段判断</h3>
|
||
<p class="text-gray-700">轨交已从<span class="font-semibold text-green-700">主题炒作</span>（2023年"中特估"）进入<span class="font-semibold text-green-700">基本面驱动</span>阶段，<span class="font-semibold text-green-700">维修订单+政策替换</span>提供确定性。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-700">投资方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-50 rounded-xl p-5">
|
||
<h4 class="font-semibold text-blue-700 mb-2">高弹性</h4>
|
||
<p class="text-gray-600"><span class="font-semibold">时代电气</span>（内燃机车替换+IGBT双轮驱动，2025年PE 12倍）</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-xl p-5">
|
||
<h4 class="font-semibold text-purple-700 mb-2">高股息</h4>
|
||
<p class="text-gray-600"><span class="font-semibold">中国中车港股</span>（股息率6%，维修订单占比持续提升）</p>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-xl p-5">
|
||
<h4 class="font-semibold text-indigo-700 mb-2">细分龙头</h4>
|
||
<p class="text-gray-600"><span class="font-semibold">中国通号</span>（信号系统更新唯一标的，2025年高铁改造启动）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-gray-700">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">动车组五级修招标量</span>（2025年是否突破400组）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">内燃机车替换补贴政策</span>（2025年3月细则）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||
<span><span class="font-semibold">城轨TOD土地出让进度</span>（2025年核心城市地块出让情况）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="max-w-6xl mx-auto mb-10">
|
||
<div class="bg-white rounded-2xl p-6 md:p-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-100">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-gray-700 font-semibold">投资理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">思维列控</td>
|
||
<td class="py-3 px-4">轨交安全</td>
|
||
<td class="py-3 px-4">轨道交通设备</td>
|
||
<td class="py-3 px-4">安全控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">日月明</td>
|
||
<td class="py-3 px-4">轨交安全</td>
|
||
<td class="py-3 px-4">轨道交通设备</td>
|
||
<td class="py-3 px-4">安全检测设备</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">哈铁科技</td>
|
||
<td class="py-3 px-4">轨交安全</td>
|
||
<td class="py-3 px-4">轨道交通设备</td>
|
||
<td class="py-3 px-4">安全监控系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">雷尔伟</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">通业科技</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">长青科技</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">科安达</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">必得科技</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">神州高铁</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">铁科金鹰重工</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">今创集团</td>
|
||
<td class="py-3 px-4">轨交装备</td>
|
||
<td class="py-3 px-4">轨道交通装备制造</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">铁大科技</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">交控科技</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">鼎汉技术</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">交大思诺</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">研奥股份</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">中国通号</td>
|
||
<td class="py-3 px-4">轨交信号/控制</td>
|
||
<td class="py-3 px-4">轨道交通信号系统</td>
|
||
<td class="py-3 px-4">信号控制系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">电工合金</td>
|
||
<td class="py-3 px-4">轨交供电</td>
|
||
<td class="py-3 px-4">轨道交通供电设备</td>
|
||
<td class="py-3 px-4">供电系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">高铁电气</td>
|
||
<td class="py-3 px-4">轨交供电</td>
|
||
<td class="py-3 px-4">轨道交通供电设备</td>
|
||
<td class="py-3 px-4">供电系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">时代电气</td>
|
||
<td class="py-3 px-4">轨交供电</td>
|
||
<td class="py-3 px-4">轨道交通供电设备</td>
|
||
<td class="py-3 px-4">供电系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">晋亿实业</td>
|
||
<td class="py-3 px-4">轨交扣件</td>
|
||
<td class="py-3 px-4">轨道交通扣件制造</td>
|
||
<td class="py-3 px-4">扣件系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">铁科轨道</td>
|
||
<td class="py-3 px-4">轨交扣件</td>
|
||
<td class="py-3 px-4">轨道交通扣件制造</td>
|
||
<td class="py-3 px-4">扣件系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">祥和实业</td>
|
||
<td class="py-3 px-4">轨交扣件</td>
|
||
<td class="py-3 px-4">轨道交通扣件制造</td>
|
||
<td class="py-3 px-4">扣件系统</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">康尼机电</td>
|
||
<td class="py-3 px-4">轨交车辆部件</td>
|
||
<td class="py-3 px-4">轨道交通车辆部件</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">朗进科技</td>
|
||
<td class="py-3 px-4">轨交车辆部件</td>
|
||
<td class="py-3 px-4">轨道交通车辆部件</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">晋西车轴</td>
|
||
<td class="py-3 px-4">轨交车辆部件</td>
|
||
<td class="py-3 px-4">轨道交通车辆部件</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">威奥股份</td>
|
||
<td class="py-3 px-4">轨交车辆部件</td>
|
||
<td class="py-3 px-4">轨道交通车辆部件</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">永贵电器</td>
|
||
<td class="py-3 px-4">轨交车辆部件</td>
|
||
<td class="py-3 px-4">轨道交通车辆部件</td>
|
||
<td class="py-3 px-4">车辆部件制造</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">新筑股份</td>
|
||
<td class="py-3 px-4">车辆造修</td>
|
||
<td class="py-3 px-4">轨道交通车辆制造</td>
|
||
<td class="py-3 px-4">车辆制造与维修</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">中国中车</td>
|
||
<td class="py-3 px-4">车辆造修</td>
|
||
<td class="py-3 px-4">轨道交通车辆制造</td>
|
||
<td class="py-3 px-4">车辆制造与维修</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">太原重工</td>
|
||
<td class="py-3 px-4">隧道施工</td>
|
||
<td class="py-3 px-4">轨道交通施工设备</td>
|
||
<td class="py-3 px-4">隧道施工设备</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">铁建重工</td>
|
||
<td class="py-3 px-4">隧道施工</td>
|
||
<td class="py-3 px-4">轨道交通施工设备</td>
|
||
<td class="py-3 px-4">隧道施工设备</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="py-3 px-4 font-semibold text-blue-600">中铁工业</td>
|
||
<td class="py-3 px-4">隧道施工</td>
|
||
<td class="py-3 px-4">轨道交通施工设备</td>
|
||
<td class="py-3 px-4">隧道施工设备</td>
|
||
<td class="py-3 px-4">高铁设备进入更新周期，叠加政策驱动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
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particles: {
|
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number: {
|
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value: 80,
|
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density: {
|
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enable: true,
|
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value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
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},
|
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opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
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distance: 150,
|
||
color: "#93c5fd",
|
||
opacity: 0.4,
|
||
width: 1
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||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
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},
|
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interactivity: {
|
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detect_on: "canvas",
|
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|
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onhover: {
|
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enable: true,
|
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mode: "grab"
|
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},
|
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onclick: {
|
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enable: true,
|
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mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
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line_linked: {
|
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opacity: 1
|
||
}
|
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},
|
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push: {
|
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particles_nb: 4
|
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}
|
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}
|
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},
|
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retina_detect: true
|
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});
|
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</script>
|
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</body>
|
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</html>
|
||
``` |