635 lines
31 KiB
HTML
635 lines
31 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>低空管控概念分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
|
||
<!-- Nucleo Icons -->
|
||
<link href="https://cdn.jsdelivr.net/npm/nucleo-icons@2.0.0/css/nucleo-icons.min.css" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<!-- DaisyUI -->
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
|
||
|
||
<style>
|
||
:root {
|
||
--primary: #0ea5e9;
|
||
--secondary: #6366f1;
|
||
--info: #22d3ee;
|
||
--success: #10b981;
|
||
--warning: #f59e0b;
|
||
--danger: #ef4444;
|
||
}
|
||
|
||
body {
|
||
font-family: 'Inter', 'Noto Sans SC', sans-serif;
|
||
background-color: #f0f9ff;
|
||
color: #1e293b;
|
||
}
|
||
|
||
.gradient-bg {
|
||
background: linear-gradient(135deg, #0ea5e9 0%, #6366f1 100%);
|
||
}
|
||
|
||
.card-shadow {
|
||
box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
|
||
}
|
||
|
||
.timeline-dot {
|
||
position: relative;
|
||
}
|
||
|
||
.timeline-dot::before {
|
||
content: '';
|
||
position: absolute;
|
||
width: 16px;
|
||
height: 16px;
|
||
border-radius: 50%;
|
||
background-color: var(--primary);
|
||
top: 6px;
|
||
left: -8px;
|
||
}
|
||
|
||
.timeline-line {
|
||
position: relative;
|
||
}
|
||
|
||
.timeline-line::after {
|
||
content: '';
|
||
position: absolute;
|
||
width: 2px;
|
||
height: 100%;
|
||
background-color: #e2e8f0;
|
||
top: 0;
|
||
left: 0;
|
||
}
|
||
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.table-responsive {
|
||
overflow-x: scroll;
|
||
}
|
||
}
|
||
|
||
.mermaid {
|
||
text-align: center;
|
||
margin: 20px 0;
|
||
}
|
||
|
||
.key-stat {
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.key-stat:hover {
|
||
transform: translateY(-5px);
|
||
}
|
||
|
||
.highlight {
|
||
background: linear-gradient(transparent 60%, rgba(14, 165, 233, 0.3) 40%);
|
||
padding: 0 2px;
|
||
}
|
||
|
||
.tag {
|
||
display: inline-block;
|
||
padding: 2px 8px;
|
||
border-radius: 12px;
|
||
font-size: 0.75rem;
|
||
font-weight: 500;
|
||
margin-right: 4px;
|
||
margin-bottom: 4px;
|
||
}
|
||
|
||
.tag-policy {
|
||
background-color: rgba(14, 165, 233, 0.2);
|
||
color: #0284c7;
|
||
}
|
||
|
||
.tag-tech {
|
||
background-color: rgba(99, 102, 241, 0.2);
|
||
color: #4f46e5;
|
||
}
|
||
|
||
.tag-demand {
|
||
background-color: rgba(16, 185, 129, 0.2);
|
||
color: #047857;
|
||
}
|
||
|
||
.tag-risk {
|
||
background-color: rgba(239, 68, 68, 0.2);
|
||
color: #b91c1c;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-sky-50">
|
||
<div id="particles-background" class="fixed inset-0 -z-10"></div>
|
||
|
||
<div class="container mx-auto px-4 py-8 max-w-6xl">
|
||
<!-- 标题部分 -->
|
||
<div class="text-center mb-10">
|
||
<h1 class="text-4xl md:text-5xl font-bold text-sky-900 mb-4">低空管控概念分析</h1>
|
||
<div class="flex flex-wrap justify-center gap-2 mb-4">
|
||
<span class="tag tag-policy">政策驱动</span>
|
||
<span class="tag tag-tech">技术闭环</span>
|
||
<span class="tag tag-demand">场景刚需</span>
|
||
<span class="tag tag-risk">风险提示</span>
|
||
</div>
|
||
<p class="text-lg text-slate-600 max-w-3xl mx-auto">
|
||
低空管控已从"政策驱动"进入"订单落地"阶段,空管系统成为低空经济"卖水人"
|
||
</p>
|
||
</div>
|
||
|
||
<!-- 概念事件时间线 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-calendar-grid-58 mr-3 text-sky-600"></i>
|
||
概念事件时间线
|
||
</h2>
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line absolute left-0 top-0 bottom-0"></div>
|
||
<div class="space-y-6">
|
||
<div class="timeline-dot pl-6">
|
||
<div class="font-semibold text-sky-700">2023年12月</div>
|
||
<p class="text-slate-600">中央经济工作会议首次将"低空经济"列为战略性新兴产业,明确空域管理改革为政策核心。</p>
|
||
</div>
|
||
<div class="timeline-dot pl-6">
|
||
<div class="font-semibold text-sky-700">2024年1月1日</div>
|
||
<p class="text-slate-600">《无人驾驶航空器飞行管理暂行条例》实施,要求<span class="highlight font-bold">220万架</span>实名登记无人机纳入统一监管(中央空管委数据)。</p>
|
||
</div>
|
||
<div class="timeline-dot pl-6">
|
||
<div class="font-semibold text-sky-700">2024年11月</div>
|
||
<p class="text-slate-600">中央空管委宣布在<span class="highlight font-bold">合肥、杭州、深圳、苏州、成都、重庆</span>六城启动eVTOL试点,下放600米以下空域管理权至地方政府。</p>
|
||
</div>
|
||
<div class="timeline-dot pl-6">
|
||
<div class="font-semibold text-sky-700">2025年4月7日</div>
|
||
<p class="text-slate-600">中央空管委印发专项措施,提出构建"一体化低空空管体系",明确2024年已保障<span class="highlight font-bold">3.4亿架次</span>无人机飞行(同比增长<span class="highlight font-bold">2600万小时</span>),并规划2027年空管市场规模达<span class="highlight font-bold">200亿元</span>(中信建投预测)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-gradient-to-r from-sky-500 to-indigo-600 rounded-xl card-shadow mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="ni ni-light-3 mr-3"></i>
|
||
核心观点摘要
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-2">阶段判断</h3>
|
||
<p>低空管控已从"政策驱动"进入"订单落地"阶段,2024-2025年为基建元年,2026-2030年商业化加速。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-2">核心逻辑</h3>
|
||
<p>空域改革(政策)+ 技术闭环(5G-A/北斗/雷达)+ 场景刚需(物流/应急)构成三重共振,空管系统成为低空经济"卖水人"。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知分析 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-chart-bar-32 mr-3 text-sky-600"></i>
|
||
核心逻辑与市场认知分析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">核心驱动力</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg mb-6">
|
||
<thead>
|
||
<tr class="bg-sky-50">
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">维度</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">具体内容</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">政策</td>
|
||
<td class="py-3 px-4 border-b">2024年国务院将低空经济写入政府工作报告,<span class="highlight">G/W类非管制空域</span>(300米以下)全面开放,地方政府获空域审批权(如深圳龙华区试点)。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-indigo-700">技术</td>
|
||
<td class="py-3 px-4 border-b"><span class="highlight">5G-A通感一体</span>(上行1Gbps/下行10Gbps)+ <span class="highlight">北斗网格码</span>(厘米级定位)+ <span class="highlight">ADS-B/雷达融合</span>解决"看不见、呼不到"痛点。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-emerald-700">需求</td>
|
||
<td class="py-3 px-4 border-b"><span class="highlight">美团/顺丰</span>已落地50万次无人机配送(深圳),2025年工业无人机市场规模预计<span class="highlight">200亿元</span>(国海证券)。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">市场热度与情绪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
|
||
<div class="bg-sky-50 rounded-lg p-4">
|
||
<div class="font-semibold text-sky-700 mb-2">研报密度</div>
|
||
<p>2024年Q2-Q4低空经济研报数量同比激增<span class="highlight font-bold">300%</span>,空管系统被提及频率最高(占比62%)。</p>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="font-semibold text-indigo-700 mb-2">情绪分化</div>
|
||
<p>机构乐观(2027年空管市场456亿元,浙商证券),但地方政府反馈<span class="highlight">财政压力</span>可能导致基建延迟(新晨科技路演提及)。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">预期差分析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-sky-50">
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">市场预期</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">现实验证</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium">"空管系统国产化"</td>
|
||
<td class="py-3 px-4 border-b">莱斯信息中标安徽项目(955万元),但<span class="highlight">泰雷兹仍占民航60%份额</span>(路演数据)。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium">"2025年全面商用"</td>
|
||
<td class="py-3 px-4 border-b">eVTOL适航证仅亿航EH216-S获TC,峰飞V2000仍在审定,商业化或延后至2026年。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-rocket mr-3 text-sky-600"></i>
|
||
关键催化剂与未来发展路径
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">近期催化剂(3-6个月)</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-8">
|
||
<div class="key-stat bg-gradient-to-br from-sky-50 to-sky-100 rounded-lg p-4 border border-sky-200">
|
||
<div class="text-sky-700 font-bold mb-2">政策落地</div>
|
||
<p class="text-sm">2025年Q2《空域管理条例》细则出台,明确<span class="highlight">省级空管系统</span>建设标准(四川九洲已参与绵阳试点)。</p>
|
||
</div>
|
||
<div class="key-stat bg-gradient-to-br from-indigo-50 to-indigo-100 rounded-lg p-4 border border-indigo-200">
|
||
<div class="text-indigo-700 font-bold mb-2">订单释放</div>
|
||
<p class="text-sm">深圳5.2亿元低空融合基建项目二期招标(IDEA研究院主导),<span class="highlight">莱斯信息/深城交</span>有望中标。</p>
|
||
</div>
|
||
<div class="key-stat bg-gradient-to-br from-emerald-50 to-emerald-100 rounded-lg p-4 border border-emerald-200">
|
||
<div class="text-emerald-700 font-bold mb-2">技术验证</div>
|
||
<p class="text-sm">5G-A通感一体基站完成<span class="highlight">上海陆家嘴</span>300米以下覆盖测试(中国移动路演提及)。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">长期路径(2025-2030)</h3>
|
||
<div class="bg-slate-50 rounded-lg p-6 mb-4">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="w-16 h-16 rounded-full bg-sky-500 flex items-center justify-center text-white font-bold mx-auto mb-2">2025</div>
|
||
<div class="font-semibold">基建先行</div>
|
||
<div class="text-sm text-slate-600">空管系统订单>100亿元</div>
|
||
</div>
|
||
<div class="hidden md:block text-slate-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="w-16 h-16 rounded-full bg-indigo-500 flex items-center justify-center text-white font-bold mx-auto mb-2">2026-2027</div>
|
||
<div class="font-semibold">标准统一</div>
|
||
<div class="text-sm text-slate-600">北斗+5G-A成为标配</div>
|
||
</div>
|
||
<div class="hidden md:block text-slate-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 rounded-full bg-emerald-500 flex items-center justify-center text-white font-bold mx-auto mb-2">2028-2030</div>
|
||
<div class="font-semibold">商业化爆发</div>
|
||
<div class="text-sm text-slate-600">eVTOL载人航线>100条</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-briefcase-24 mr-3 text-sky-600"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||
<div class="bg-sky-50 rounded-lg p-4">
|
||
<div class="font-bold text-sky-700 mb-2">上游</div>
|
||
<p>芯片(北斗星通)、雷达(纳睿雷达)、5G设备(中兴通讯)</p>
|
||
</div>
|
||
<div class="bg-indigo-50 rounded-lg p-4">
|
||
<div class="font-bold text-indigo-700 mb-2">中游</div>
|
||
<p>空管系统(莱斯信息、四川九洲)、飞行服务站(恒拓开源)</p>
|
||
</div>
|
||
<div class="bg-emerald-50 rounded-lg p-4">
|
||
<div class="font-bold text-emerald-700 mb-2">下游</div>
|
||
<p>运营(中信海直)、主机厂(亿航智能、万丰奥威)</p>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg mb-6">
|
||
<thead>
|
||
<tr class="bg-sky-50">
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">公司</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">业务进展</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">莱斯信息</td>
|
||
<td class="py-3 px-4 border-b">中标安徽低空平台(955万元),空管自动化市占率<span class="highlight">42%</span>(路演数据)。</td>
|
||
<td class="py-3 px-4 border-b">民航领域仍被泰雷兹压制。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-indigo-700">四川九洲</td>
|
||
<td class="py-3 px-4 border-b">四川省低空试点唯一供应商,C919一级供应商,2024年空管收入占比<span class="highlight">35%</span>。</td>
|
||
<td class="py-3 px-4 border-b">微波射频业务依赖军工订单。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-emerald-700">恒拓开源</td>
|
||
<td class="py-3 px-4 border-b">承建江苏省A类飞行服务站,2024年目标低空订单<span class="highlight">3个</span>(政府/运营/制造各1)。</td>
|
||
<td class="py-3 px-4 border-b">北交所流动性风险。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-slate-800 mb-4">验证与证伪</h3>
|
||
<div class="bg-rose-50 rounded-lg p-4 border border-rose-200">
|
||
<div class="font-bold text-rose-700 mb-2">矛盾点</div>
|
||
<p>浙商证券预测2027年空管市场456亿元(CAGR 320%),但地方政府反馈<span class="highlight">单站建设成本仅208万元</span>(湖南数据),需<span class="highlight">2万个起降点</span>才能支撑该规模——<span class="highlight font-bold">可行性存疑</span>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-white rounded-xl card-shadow mb-8 p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-alert-circle-68 mr-3 text-sky-600"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-sky-50">
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-amber-700">技术</td>
|
||
<td class="py-3 px-4 border-b">5G-A基站覆盖<span class="highlight">100米以上空域</span>需新建专用基站(成本>20万元/站)。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-rose-700">商业化</td>
|
||
<td class="py-3 px-4 border-b">eVTOL运营成本需降至<span class="highlight">直升机1/10</span>(中泰电新预测),但电池续航仅<span class="highlight">45-60分钟</span>(国海证券)。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-indigo-700">政策</td>
|
||
<td class="py-3 px-4 border-b">空域审批权下放至地方,但<span class="highlight">跨区域协调机制缺失</span>(如成渝空域调整需三省联动)。</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-emerald-700">信息矛盾</td>
|
||
<td class="py-3 px-4 border-b">路演称"空管系统国产化率100%",但民航局数据显示<span class="highlight">ADS-B机载设备仍依赖进口</span>。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-sky-500 to-indigo-600 rounded-xl card-shadow mb-8 p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="ni ni-trophy mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="font-bold text-lg mb-2">阶段判断</div>
|
||
<p>低空管控处于<span class="bg-white bg-opacity-30 px-1 rounded">政策订单驱动</span>向<span class="bg-white bg-opacity-30 px-1 rounded">技术验证</span>过渡期,2025年Q2-Q3为关键验证窗口。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<div class="font-bold text-lg mb-3">投资方向</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-bold mb-2">空管系统</div>
|
||
<p class="text-sm mb-2">莱斯信息、四川九洲:订单先行,毛利率>50%</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-bold mb-2">5G-A基建</div>
|
||
<p class="text-sm mb-2">中兴通讯、国博电子:深圳/上海试点放量</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<div class="font-bold mb-2">雷达监测</div>
|
||
<p class="text-sm mb-2">纳睿雷达:低空"黑飞"刚需,单价<span class="font-bold">300万元/套</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<div class="font-bold text-lg mb-3">跟踪指标</div>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="flex items-start">
|
||
<i class="ni ni-policy text-white text-xl mr-2 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">政策</div>
|
||
<p class="text-sm">2025年Q2《空域管理条例》细则</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="ni ni-shopping-cart text-white text-xl mr-2 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">订单</div>
|
||
<p class="text-sm">深圳二期招标结果(5.2亿元)</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="ni ni-laptop text-white text-xl mr-2 mt-1"></i>
|
||
<div>
|
||
<div class="font-semibold">技术</div>
|
||
<p class="text-sm">5G-A基站覆盖率(目标2025年>30%城市核心区)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-rose-500 bg-opacity-30 rounded-lg">
|
||
<div class="font-bold mb-2">风险提示</div>
|
||
<p>若2025年地方财政紧张导致基建延迟,空管订单可能低于预期<span class="font-bold">30%</span>(参考新晨科技路演)。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-white rounded-xl card-shadow p-6">
|
||
<h2 class="text-2xl font-bold text-sky-800 mb-6 flex items-center">
|
||
<i class="ni ni-chart-pie-35 mr-3 text-sky-600"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-sky-50">
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">行业</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">项目</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">分类</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">产业链</th>
|
||
<th class="py-3 px-4 text-left text-sky-800 font-semibold border-b">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">莱斯信息</td>
|
||
<td class="py-3 px-4 border-b">民航空管系统</td>
|
||
<td class="py-3 px-4 border-b">空管系统研制经验</td>
|
||
<td class="py-3 px-4 border-b">技术领先企业</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-空管系统</td>
|
||
<td class="py-3 px-4 border-b">国内民航空管系统领域龙头企业,系统研制能力及技术水平处于国内领先</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">宝利国际</td>
|
||
<td class="py-3 px-4 border-b">通用航空</td>
|
||
<td class="py-3 px-4 border-b">江苏宝利航空装备投资</td>
|
||
<td class="py-3 px-4 border-b">通航产业服务</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-通航运营</td>
|
||
<td class="py-3 px-4 border-b">2024年3月成立子公司进入通用航空产业,提供通航运营及产业服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">川大智胜</td>
|
||
<td class="py-3 px-4 border-b">军航空管</td>
|
||
<td class="py-3 px-4 border-b">低空雷达监测与补盲</td>
|
||
<td class="py-3 px-4 border-b">军航仿真训练</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-雷达探测</td>
|
||
<td class="py-3 px-4 border-b">低空雷达用于低空低慢小飞行器探测跟踪,提供军航作战仿真训练服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">设计总院</td>
|
||
<td class="py-3 px-4 border-b">民航规划</td>
|
||
<td class="py-3 px-4 border-b">新疆伊吾县通用机场建设项目</td>
|
||
<td class="py-3 px-4 border-b">综合服务能力</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-基础设施</td>
|
||
<td class="py-3 px-4 border-b">成立民航规划设计研究院,具备全过程综合服务能力并中标新疆机场项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">四川九洲</td>
|
||
<td class="py-3 px-4 border-b">空管产品</td>
|
||
<td class="py-3 px-4 border-b">四川省低空试点应用</td>
|
||
<td class="py-3 px-4 border-b">应用案例</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-试点应用</td>
|
||
<td class="py-3 px-4 border-b">空管产品已在四川省低空试点开展应用</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">安邦护卫</td>
|
||
<td class="py-3 px-4 border-b">无人机服务</td>
|
||
<td class="py-3 px-4 border-b">无人机驾驶员培训</td>
|
||
<td class="py-3 px-4 border-b">低空管制服务</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-运营支持</td>
|
||
<td class="py-3 px-4 border-b">子公司开展无人机驾驶员培训(民航/警航)、低空管制服务等业务</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">深城交</td>
|
||
<td class="py-3 px-4 border-b">智能交通</td>
|
||
<td class="py-3 px-4 border-b">深圳低空智能融合基础设施项目</td>
|
||
<td class="py-3 px-4 border-b">试验区建设</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-智能基础设施</td>
|
||
<td class="py-3 px-4 border-b">参与编制《深圳市民用无人机驾驶航空试验区建设方案》,承接深圳低空智能融合基础设施项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">华设集团</td>
|
||
<td class="py-3 px-4 border-b">咨询规划</td>
|
||
<td class="py-3 px-4 border-b">低空政策咨询</td>
|
||
<td class="py-3 px-4 border-b">战略规划</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-政策支持</td>
|
||
<td class="py-3 px-4 border-b">提供低空政策咨询、空域规划、标准制定等全方位咨询服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">国睿科技</td>
|
||
<td class="py-3 px-4 border-b">雷达技术</td>
|
||
<td class="py-3 px-4 border-b">军工电子、空中交通</td>
|
||
<td class="py-3 px-4 border-b">多领域覆盖</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-雷达设备</td>
|
||
<td class="py-3 px-4 border-b">雷达及系统产品覆盖军工电子、空中交通、公共气象等多个领域</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">声迅股份</td>
|
||
<td class="py-3 px-4 border-b">安防技术</td>
|
||
<td class="py-3 px-4 border-b">无人机探测与反制系统</td>
|
||
<td class="py-3 px-4 border-b">反恐防黑飞</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-安防设备</td>
|
||
<td class="py-3 px-4 border-b">推出声迅无人机探测与反制系统,用于航空机场、大型活动等反恐防黑飞场景</td>
|
||
</tr>
|
||
<tr class="hover:bg-sky-50">
|
||
<td class="py-3 px-4 border-b font-medium text-sky-700">纳睿雷达</td>
|
||
<td class="py-3 px-4 border-b">雷达技术</td>
|
||
<td class="py-3 px-4 border-b">珠海低空产业联盟</td>
|
||
<td class="py-3 px-4 border-b">产业联盟领导</td>
|
||
<td class="py-3 px-4 border-b">低空经济产业链-雷达监测</td>
|
||
<td class="py-3 px-4 border-b">加入珠海高新区低空经济产业联盟并担任理事长单位,解决空管气象预警等问题</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-background", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#0ea5e9"
|
||
},
|
||
links: {
|
||
color: "#0ea5e9",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 60
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 }
|
||
}
|
||
},
|
||
detectRetina: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |