1275 lines
67 KiB
HTML
1275 lines
67 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>军工-新型作战力量阅兵 | 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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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: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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color: #e2e8f0;
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}
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.gradient-text {
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background: linear-gradient(90deg, #3b82f6, #60a5fa, #93c5fd);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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}
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.card {
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background: rgba(30, 41, 59, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(71, 85, 105, 0.3);
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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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position: relative;
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.timeline-dot::before {
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border-radius: 50%;
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background: #3b82f6;
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left: -20px;
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top: 6px;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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}
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}
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.highlight-box {
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.1) 0%, rgba(37, 99, 235, 0.1) 100%);
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border-left: 4px solid #3b82f6;
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}
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.mermaid {
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background: rgba(30, 41, 59, 0.5);
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border-radius: 8px;
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padding: 16px;
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}
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#particles-js {
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position: fixed;
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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 class="bg-slate-900 text-slate-200">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">军工-新型作战力量阅兵</h1>
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<p class="text-xl text-slate-400">行业洞察与投资分析报告</p>
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<div class="mt-6 flex justify-center">
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<div class="w-24 h-1 bg-blue-500 rounded-full"></div>
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</div>
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</div>
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<!-- 概念事件部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-slate-300">时间轴</h3>
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<div class="space-y-4 pl-8 border-l-2 border-slate-700">
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<div class="timeline-dot">
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<div class="font-medium text-blue-300">2025-06-24</div>
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<p class="text-slate-400">国新办官宣9月3日天安门阅兵，明确展示<strong class="text-blue-300">无人智能、水下作战、网电攻防、高超声速</strong>四大新型作战力量（央视新闻）。</p>
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</div>
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<div class="timeline-dot">
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<div class="font-medium text-blue-300">2025-06-25</div>
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<p class="text-slate-400">华泰军工复盘2015年阅兵行情，国防军工指数<strong class="text-blue-300">40天内绝对收益93%</strong>（2015-07-09至2015-08-17）。</p>
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</div>
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<div class="timeline-dot">
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<div class="font-medium text-blue-300">2025-06-30</div>
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<p class="text-slate-400">长江军工提出"<strong class="text-blue-300">始于大阅兵，不止于大阅兵</strong>"，强调军贸、水下、消耗类弹药三大主线。</p>
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</div>
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<div class="timeline-dot">
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<div class="font-medium text-blue-300">2025-07-01</div>
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<p class="text-slate-400">东财军工指出阅兵为"<strong class="text-blue-300">先进导弹集中亮相舞台</strong>"，东风-17、巨浪-2等型号曾在此类场合首秀。</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-xl font-semibold mb-4 text-slate-300">核心背景</h3>
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<div class="highlight-box p-4 rounded-lg">
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<p class="text-slate-300">本次阅兵是<strong class="text-blue-300">抗战胜利80周年国家级仪式</strong>，政治规格对标2019年国庆阅兵（新装备占比40%）。所有装备均为<strong class="text-blue-300">国产现役主战装备</strong>，首次成体系展示"新域新质"力量，直接映射"十五五"装备建设方向。</p>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
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<span class="text-white font-bold">1</span>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-300">阶段判断</h3>
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<p class="text-slate-400">当前处于<strong class="text-blue-300">主题催化向订单落地过渡</strong>阶段，阅兵是短期情绪引爆点，但<strong class="text-blue-300">军贸+内需双轮驱动</strong>将支撑中长期行情。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
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<span class="text-white font-bold">2</span>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-300">核心驱动力</h3>
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<p class="text-slate-400">新型作战力量（无人/水下/高超）从<strong class="text-blue-300">科研定型</strong>进入<strong class="text-blue-300">批产列装</strong>拐点，2025-2027年为订单集中释放期。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
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<span class="text-white font-bold">3</span>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-300">未来潜力</h3>
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<p class="text-slate-400">参考美军UUV十年500亿美元投入，中国水下装备、高超音速产业链<strong class="text-blue-300">市场空间5-10倍扩容</strong>。</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分析部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-chart-line 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="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-slate-300">核心驱动力</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm text-left text-slate-400">
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<thead class="text-xs text-slate-300 uppercase bg-slate-800">
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<tr>
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<th scope="col" class="px-4 py-3">维度</th>
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<th scope="col" class="px-4 py-3">逻辑链</th>
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<th scope="col" class="px-4 py-3">数据支撑</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-slate-700">
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<td class="px-4 py-3 font-medium text-slate-300">政策</td>
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<td class="px-4 py-3">"十四五"收官补欠账+"十五五"新质战力规划</td>
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<td class="px-4 py-3">2025年国防预算增速<strong class="text-blue-300">7.2%</strong>（高于GDP 5%），建军百年节点倒逼装备冲刺</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="px-4 py-3 font-medium text-slate-300">技术</td>
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<td class="px-4 py-3">无人集群、UUV钛合金壳体、高超音速热防护材料突破</td>
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<td class="px-4 py-3">西部材料钛合金产线2024年投产，<strong class="text-blue-300">单艘UUV需钛材300吨</strong>（美军"虎鲸"案例）</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="px-4 py-3 font-medium text-slate-300">需求</td>
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<td class="px-4 py-3">俄乌战争暴露弹药消耗缺口，军贸出口打开第二增长曲线</td>
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<td class="px-4 py-3">中国军贸份额从<strong class="text-blue-300">5%→10%</strong>（2024年净出口10.59亿TIV）</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-slate-300">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="flex items-center">
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<i class="fas fa-file-alt text-blue-400 mr-3"></i>
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<span><strong class="text-slate-300">研报密度</strong>：6月24-30日<strong class="text-blue-300">8家券商</strong>发布阅兵专题，关键词"新域新质"出现频次<strong class="text-blue-300">>50次</strong>。</span>
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</div>
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<div class="flex items-center">
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<i class="fas fa-coins text-blue-400 mr-3"></i>
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<span><strong class="text-slate-300">资金动向</strong>：6月28日军工ETF（512660）单日净流入<strong class="text-blue-300">12.3亿元</strong>，创2023年以来新高。</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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<h3 class="text-xl font-semibold mb-4 text-slate-300">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm text-left text-slate-400">
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<thead class="text-xs text-slate-300 uppercase bg-slate-800">
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<tr>
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<th scope="col" class="px-4 py-3">市场共识</th>
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<th scope="col" class="px-4 py-3">潜在预期差</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-slate-700">
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<td class="px-4 py-3">阅兵=短期主题炒作</td>
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<td class="px-4 py-3"><strong class="text-blue-300">忽略阅兵装备均为现役主战装备</strong>，直接对应2025-2026年订单（如航天电器导弹连接器订单已排产至2026年）</td>
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</tr>
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<tr class="border-b border-slate-700">
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<td class="px-4 py-3">水下作战=概念阶段</td>
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<td class="px-4 py-3"><strong class="text-blue-300">中国海防</strong>2024年水声电子订单<strong class="text-blue-300">同比+200%</strong>，UUV已进入海军试验性列装阶段</td>
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</tr>
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<tr>
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<td class="px-4 py-3">高超音速=实验室技术</td>
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<td class="px-4 py-3"><strong class="text-blue-300">菲利华</strong>石英纤维已批量供货东风-17，2024年军工收入占比<strong class="text-blue-300">>60%</strong></td>
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</tr>
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</tbody>
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</table>
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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部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-rocket 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 grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-slate-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3">
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<div class="w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center">
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<span class="text-white text-xs font-bold">1</span>
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</div>
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</div>
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||
<div>
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||
<h4 class="font-medium text-slate-300">阅兵彩排曝光</h4>
|
||
<p class="text-slate-400 text-sm">7月下旬起北京禁飞管制，<strong class="text-blue-300">攻击-11无人机</strong>、<strong class="text-blue-300">HSU-001无人潜航器</strong>等装备或提前亮相。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
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<div class="w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center">
|
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<span class="text-white text-xs font-bold">2</span>
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||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">订单验证</h4>
|
||
<p class="text-slate-400 text-sm">9月军工集团签订2026年采购合同，<strong class="text-blue-300">航天彩虹</strong>无人机军贸订单或超<strong class="text-blue-300">20亿元</strong>（2024年全年仅8亿元）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center">
|
||
<span class="text-white text-xs font-bold">3</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">政策加码</h4>
|
||
<p class="text-slate-400 text-sm">8月《深海科技发展纲要》落地，UUV/海底监听网专项补贴或达<strong class="text-blue-300">百亿级</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">长期发展路径（2025-2030）</h3>
|
||
<div class="mermaid">
|
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<div class="flex flex-col items-center space-y-4">
|
||
<div class="w-full max-w-xs bg-slate-800 rounded-lg p-3 text-center">
|
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<div class="text-blue-300 font-medium">2025阅兵展示</div>
|
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</div>
|
||
<div class="h-8 w-0.5 bg-blue-500"></div>
|
||
<div class="w-full max-w-xs bg-slate-800 rounded-lg p-3 text-center">
|
||
<div class="text-blue-300 font-medium">2026-2027批产放量</div>
|
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</div>
|
||
<div class="h-8 w-0.5 bg-blue-500"></div>
|
||
<div class="w-full max-w-xs bg-slate-800 rounded-lg p-3 text-center">
|
||
<div class="text-blue-300 font-medium">军贸出口爆发</div>
|
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</div>
|
||
<div class="h-8 w-0.5 bg-blue-500"></div>
|
||
<div class="w-full max-w-xs bg-slate-800 rounded-lg p-3 text-center">
|
||
<div class="text-blue-300 font-medium">2030全球市占率15%+</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-6 flex justify-center">
|
||
<div class="text-slate-400 text-sm">水下攻防体系成型 → 钛合金需求10万吨/年</div>
|
||
</div>
|
||
</div>
|
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</div>
|
||
</div>
|
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</div>
|
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|
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<!-- 产业链与核心公司深度剖析部分 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-blue-400 font-medium mb-2">上游材料</div>
|
||
<div class="text-slate-400 text-sm">钛合金（西部材料/宝钛股份）、石英纤维（菲利华）</div>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-blue-400 font-medium mb-2">中游系统</div>
|
||
<div class="text-slate-400 text-sm">无人机（航天彩虹/中无人机）、UUV（中国海防）、高超音速（航天电器）</div>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-blue-400 font-medium mb-2">下游总装</div>
|
||
<div class="text-slate-400 text-sm">中航沈飞（有人-无人协同）、内蒙一机（地面无人装备）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-400">
|
||
<thead class="text-xs text-slate-300 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">公司</th>
|
||
<th scope="col" class="px-4 py-3">业务纯度</th>
|
||
<th scope="col" class="px-4 py-3">订单验证</th>
|
||
<th scope="col" class="px-4 py-3">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国海防</td>
|
||
<td class="px-4 py-3">100%水下</td>
|
||
<td class="px-4 py-3">2024年水声订单<strong class="text-blue-300">+200%</strong></td>
|
||
<td class="px-4 py-3">海军预算分配不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天彩虹</td>
|
||
<td class="px-4 py-3">无人机龙头</td>
|
||
<td class="px-4 py-3">中东军贸订单<strong class="text-blue-300">2025H2落地</strong></td>
|
||
<td class="px-4 py-3">国际制裁导致出口受限</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-slate-300">西部材料</td>
|
||
<td class="px-4 py-3">钛材占比71%</td>
|
||
<td class="px-4 py-3">2025年钛合金产能<strong class="text-blue-300">+4000吨</strong></td>
|
||
<td class="px-4 py-3">民品需求下滑拖累盈利</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">验证与证伪</h3>
|
||
<div class="highlight-box p-4 rounded-lg">
|
||
<p class="text-slate-300"><strong class="text-blue-300">证伪点</strong>：某券商称"UUV市场规模百亿"，但路演显示<strong class="text-blue-300">中科海讯</strong>2024年UUV收入仅<strong class="text-blue-300">0.8亿元</strong>（占比<5%），需警惕过度乐观。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战部分 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-400">
|
||
<thead class="text-xs text-slate-300 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">风险类型</th>
|
||
<th scope="col" class="px-4 py-3">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">技术</td>
|
||
<td class="px-4 py-3">高超音速热防护材料<strong class="text-blue-300">良品率<50%</strong>（菲利华调研纪要）</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">商业化</td>
|
||
<td class="px-4 py-3">无人潜航器<strong class="text-blue-300">单艘成本1.1亿美元</strong>（美军"虎鲸"），远超市场预期</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">政策</td>
|
||
<td class="px-4 py-3">欧盟8000亿军援计划或挤压中国军贸空间（2025年Q3生效）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-slate-300">信息矛盾</td>
|
||
<td class="px-4 py-3">华泰称阅兵行情持续40天，但2019年实际<strong class="text-blue-300">超额收益仅16天</strong>（中证军工指数数据）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示部分 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-300">阶段判断</h3>
|
||
<p class="text-slate-400"><strong class="text-blue-300">主题炒作末期→订单驱动初期</strong>，阅兵后需紧盯<strong class="text-blue-300">9月订单环比增速</strong>（历史数据显示，订单拐点滞后阅兵1-2个月）。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-300">高价值细分</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
|
||
<span class="text-white font-bold">1</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">水下钛材</h4>
|
||
<p class="text-slate-400 text-sm">西部材料（2025年弹性最大，<strong class="text-blue-300">军工钛材需求5年CAGR 35%</strong>）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
|
||
<span class="text-white font-bold">2</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">军贸无人机</h4>
|
||
<p class="text-slate-400 text-sm">航天彩虹（中东订单催化，<strong class="text-blue-300">PS估值仅15倍</strong>）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center">
|
||
<span class="text-white font-bold">3</span>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">高超音速材料</h4>
|
||
<p class="text-slate-400 text-sm">菲利华（石英纤维<strong class="text-blue-300">毛利率>60%</strong>，技术壁垒极高）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-300">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<i class="fas fa-chart-line text-blue-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">中国海防</h4>
|
||
<p class="text-slate-400 text-sm">2025年Q3水声订单是否突破<strong class="text-blue-300">10亿元</strong>（2024年为3.2亿元）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3">
|
||
<i class="fas fa-chart-line text-blue-400"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium text-slate-300">航天电器</h4>
|
||
<p class="text-slate-400 text-sm">导弹连接器月度出货量是否<strong class="text-blue-300">环比+50%</strong>（当前产能利用率70%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="highlight-box p-4 rounded-lg mt-6">
|
||
<p class="text-lg font-medium text-slate-300 text-center">一句话总结</p>
|
||
<p class="text-slate-400 text-center mt-2">阅兵是新型作战力量的"成人礼"，但真正的行情需用订单数据验真——<strong class="text-blue-300">盯住钛材、无人机、高超音速三大赛道，9月订单是试金石</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据部分 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- 军工-水下作战(250626) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">军工-水下作战(250626)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm text-left text-slate-400">
|
||
<thead class="text-xs text-slate-300 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">股票名称</th>
|
||
<th scope="col" class="px-4 py-3">行业</th>
|
||
<th scope="col" class="px-4 py-3">项目</th>
|
||
<th scope="col" class="px-4 py-3">分类</th>
|
||
<th scope="col" class="px-4 py-3">产业链</th>
|
||
<th scope="col" class="px-4 py-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">宝钛股份</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品58.76亿，占营收88.26%</td>
|
||
<td class="px-4 py-3">军工钛材龙头</td>
|
||
<td class="px-4 py-3">上游原材料</td>
|
||
<td class="px-4 py-3">财报显示钛产品营收占比极高，且为军工领域核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">西部超导</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品27.52亿，占营收59.66%</td>
|
||
<td class="px-4 py-3">军工钛材</td>
|
||
<td class="px-4 py-3">上游原材料</td>
|
||
<td class="px-4 py-3">财报数据证明其钛产品在军工领域的重要地位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">西部材料</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品21.05亿，占营收71.46%</td>
|
||
<td class="px-4 py-3">军工钛材</td>
|
||
<td class="px-4 py-3">上游原材料</td>
|
||
<td class="px-4 py-3">财报显示钛产品营收占比超七成，聚焦军工应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">宝色股份</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">深潜器附属装备产品</td>
|
||
<td class="px-4 py-3">特种钛材设备</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">公开资料披露其产品应用于深海装备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">国瑞科技</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">无人船项目重要参与方</td>
|
||
<td class="px-4 py-3">无人船配套</td>
|
||
<td class="px-4 py-3">下游应用</td>
|
||
<td class="px-4 py-3">互动平台确认其在无人船领域的核心参与角色</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中科海讯</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">完成系列口径UUV研制</td>
|
||
<td class="px-4 py-3">无人潜航器</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">年报披露已实现无人水下航行器的技术突破</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中科海讯</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">声呐装备领域产品</td>
|
||
<td class="px-4 py-3">声呐系统</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">调研记录显示其声呐技术在军工领域应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">天海防务</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">特种无人船艇订单</td>
|
||
<td class="px-4 py-3">无人船制造</td>
|
||
<td class="px-4 py-3">下游应用</td>
|
||
<td class="px-4 py-3">互动平台确认已获得特种无人船订单</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">江龙船艇</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">5G-AI智能无人艇研发</td>
|
||
<td class="px-4 py-3">智能无人船</td>
|
||
<td class="px-4 py-3">下游应用</td>
|
||
<td class="px-4 py-3">互动平台披露其智能无人艇研发进展</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">四方股份</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">SeaFly-01无人船参展</td>
|
||
<td class="px-4 py-3">无人船系统</td>
|
||
<td class="px-4 py-3">下游应用</td>
|
||
<td class="px-4 py-3">互动平台记录显示其无人船产品已参展</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国海防</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">水下信息获取/探测系统</td>
|
||
<td class="px-4 py-3">水下信息系统</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">年报披露其在水下通信导航领域的核心技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">科思科技</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">无人船/潜航器声呐算法</td>
|
||
<td class="px-4 py-3">声呐技术</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">公告显示其声呐技术深度集成于无人平台</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">集智股份</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">智能声学传感技术</td>
|
||
<td class="px-4 py-3">声学传感器</td>
|
||
<td class="px-4 py-3">上游组件</td>
|
||
<td class="px-4 py-3">互动平台确认其声学传感技术应用于水下探测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">海兰信</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">船舶VDR/通导设备/雷达</td>
|
||
<td class="px-4 py-3">航海电子</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">互动平台披露其产品在水下探测领域的应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">长盈通</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">水听器敏换单</td>
|
||
<td class="px-4 py-3">水下传感器</td>
|
||
<td class="px-4 py-3">上游组件</td>
|
||
<td class="px-4 py-3">互动平台确认其水听器产品已形成订单</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">理工导航</td>
|
||
<td class="px-4 py-3">导航</td>
|
||
<td class="px-4 py-3">无人船导航产品应用</td>
|
||
<td class="px-4 py-3">惯性导航</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">互动平台披露其导航产品在无人船领域应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">星网宇达</td>
|
||
<td class="px-4 py-3">导航</td>
|
||
<td class="px-4 py-3">无人艇导航系统交付</td>
|
||
<td class="px-4 py-3">智能导航</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">互动平台确认其无人艇导航系统已验收交付</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">智明达</td>
|
||
<td class="px-4 py-3">其他</td>
|
||
<td class="px-4 py-3">无人船相关设备应用</td>
|
||
<td class="px-4 py-3">舰载电子</td>
|
||
<td class="px-4 py-3">中游制造</td>
|
||
<td class="px-4 py-3">互动平台披露其技术应用于无人船相关装备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-slate-300">电科数字</td>
|
||
<td class="px-4 py-3">其他</td>
|
||
<td class="px-4 py-3">飞腾智能算力产品应用</td>
|
||
<td class="px-4 py-3">智能计算</td>
|
||
<td class="px-4 py-3">上游组件</td>
|
||
<td class="px-4 py-3">互动平台确认其智能算力产品在无人船自动驾驶中的应用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 军工-阅兵(250626) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">军工-阅兵(250626)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm text-left text-slate-400">
|
||
<thead class="text-xs text-slate-300 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">股票名称</th>
|
||
<th scope="col" class="px-4 py-3">分类</th>
|
||
<th scope="col" class="px-4 py-3">项目</th>
|
||
<th scope="col" class="px-4 py-3">产业链</th>
|
||
<th scope="col" class="px-4 py-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">内蒙一机</td>
|
||
<td class="px-4 py-3">战车</td>
|
||
<td class="px-4 py-3">阅兵产品交付</td>
|
||
<td class="px-4 py-3">军工装备</td>
|
||
<td class="px-4 py-3">往年都有产品参加阅兵，今年已陆续按年初的生产计划和合同约定将产品交付军方</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">建设工业</td>
|
||
<td class="px-4 py-3">战车</td>
|
||
<td class="px-4 py-3">无人智能作战系统</td>
|
||
<td class="px-4 py-3">军工装备</td>
|
||
<td class="px-4 py-3">无人智能作战系统将组建成独立方队参阅，机器狗等产品或参与阅兵</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">北方长龙</td>
|
||
<td class="px-4 py-3">战车</td>
|
||
<td class="px-4 py-3">70周年阅兵装备</td>
|
||
<td class="px-4 py-3">军用车辆</td>
|
||
<td class="px-4 py-3">公司多款产品随装甲侦察车、装甲指挥车、坦克、步兵战车等军用装备参与70周年阅兵</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中船应急</td>
|
||
<td class="px-4 py-3">战车</td>
|
||
<td class="px-4 py-3">野战站台车</td>
|
||
<td class="px-4 py-3">军工装备</td>
|
||
<td class="px-4 py-3">野战站台车可临时架设保障重型装备快速装卸的机动站台</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">东风股份</td>
|
||
<td class="px-4 py-3">战车</td>
|
||
<td class="px-4 py-3">陆军通勤车</td>
|
||
<td class="px-4 py-3">军用车辆</td>
|
||
<td class="px-4 py-3">东风猛士、陆军通勤车</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中航沈飞</td>
|
||
<td class="px-4 py-3">战机</td>
|
||
<td class="px-4 py-3">歼-16、歼-35</td>
|
||
<td class="px-4 py-3">航空制造</td>
|
||
<td class="px-4 py-3">歼-16、歼-35</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中直股份</td>
|
||
<td class="px-4 py-3">战机</td>
|
||
<td class="px-4 py-3">直8、直9、直11系列</td>
|
||
<td class="px-4 py-3">航空制造</td>
|
||
<td class="px-4 py-3">直8、直9、直11等系列军用直升机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">洪都航空</td>
|
||
<td class="px-4 py-3">战机</td>
|
||
<td class="px-4 py-3">教10、教8、K-8、攻击-11</td>
|
||
<td class="px-4 py-3">航空制造</td>
|
||
<td class="px-4 py-3">教10、教8、K-8、攻击-11</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中航西飞</td>
|
||
<td class="px-4 py-3">战机</td>
|
||
<td class="px-4 py-3">轰-6、运-20、空警-2000预警机</td>
|
||
<td class="px-4 py-3">航空制造</td>
|
||
<td class="px-4 py-3">轰-6、运-20、空警-2000预警机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中航成飞</td>
|
||
<td class="px-4 py-3">战机</td>
|
||
<td class="px-4 py-3">歼-20</td>
|
||
<td class="px-4 py-3">航空制造</td>
|
||
<td class="px-4 py-3">歼-20</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">光电股份</td>
|
||
<td class="px-4 py-3">导弹</td>
|
||
<td class="px-4 py-3">红箭-10反坦克导弹</td>
|
||
<td class="px-4 py-3">导弹制造</td>
|
||
<td class="px-4 py-3">红箭-10反坦克导弹总装单位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天长峰</td>
|
||
<td class="px-4 py-3">导弹</td>
|
||
<td class="px-4 py-3">空天防御导弹</td>
|
||
<td class="px-4 py-3">导弹制造</td>
|
||
<td class="px-4 py-3">关联二院，空天防御导弹</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天科技</td>
|
||
<td class="px-4 py-3">导弹</td>
|
||
<td class="px-4 py-3">鹰击系列巡航导弹</td>
|
||
<td class="px-4 py-3">导弹制造</td>
|
||
<td class="px-4 py-3">航天应用业务给航天三院配套，鹰击系列巡航导弹</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天机电</td>
|
||
<td class="px-4 py-3">导弹</td>
|
||
<td class="px-4 py-3">红旗-16、红旗-6A弹炮系统</td>
|
||
<td class="px-4 py-3">导弹制造</td>
|
||
<td class="px-4 py-3">实控人关联八院，红旗-16、红旗-6A弹炮系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天工程</td>
|
||
<td class="px-4 py-3">导弹</td>
|
||
<td class="px-4 py-3">多型战略导弹</td>
|
||
<td class="px-4 py-3">导弹制造</td>
|
||
<td class="px-4 py-3">实控人关联一院，多型战略导弹</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天电子</td>
|
||
<td class="px-4 py-3">无人机</td>
|
||
<td class="px-4 py-3">小型近程侦察无人机</td>
|
||
<td class="px-4 py-3">无人机制造</td>
|
||
<td class="px-4 py-3">小型近程侦察无人机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">航天彩虹</td>
|
||
<td class="px-4 py-3">无人机</td>
|
||
<td class="px-4 py-3">彩虹系列无人机</td>
|
||
<td class="px-4 py-3">无人机制造</td>
|
||
<td class="px-4 py-3">彩虹系列无人机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中无人机</td>
|
||
<td class="px-4 py-3">无人机</td>
|
||
<td class="px-4 py-3">翼龙系列无人机</td>
|
||
<td class="px-4 py-3">无人机制造</td>
|
||
<td class="px-4 py-3">翼龙系列无人机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中航沈飞</td>
|
||
<td class="px-4 py-3">无人机</td>
|
||
<td class="px-4 py-3">暗剑系列无人机</td>
|
||
<td class="px-4 py-3">无人机制造</td>
|
||
<td class="px-4 py-3">暗剑系列无人机</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">四创电子</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">雷达气象保障</td>
|
||
<td class="px-4 py-3">雷达设备</td>
|
||
<td class="px-4 py-3">雷达产品驻守北京周边，为阅兵活动提供全天候气象与安全保障</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">安凯客车</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">阅兵式交通保障</td>
|
||
<td class="px-4 py-3">军用客车</td>
|
||
<td class="px-4 py-3">共约200辆各类客车服务于阅兵式，其中40辆改装的宝斯通中巴客车用于2个抗战老同志乘车方队，直接参与阅兵式</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">金盾股份</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">建国60周年阅兵装备</td>
|
||
<td class="px-4 py-3">军工装备</td>
|
||
<td class="px-4 py-3">技术成果直接应用于"建国60周年国庆首都阅兵陆军装甲装备数码迷彩涂装"</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">歌华有线</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">纪念抗战胜利70周年阅兵</td>
|
||
<td class="px-4 py-3">通信保障</td>
|
||
<td class="px-4 py-3">完成纪念抗战胜利70周年阅兵等重大保障期安全传输保障工作</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">万里马</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">军警装备供应</td>
|
||
<td class="px-4 py-3">军用装备</td>
|
||
<td class="px-4 py-3">军警装备供应商，曾承担被装生产任务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">绿盟科技</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">世界反法西斯战争胜利70周年阅兵</td>
|
||
<td class="px-4 py-3">网络安全</td>
|
||
<td class="px-4 py-3">获选世界反法西斯战争胜利70周年阅兵安保技术支持单位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">佳讯飞鸿</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">重大活动指挥调度</td>
|
||
<td class="px-4 py-3">通信设备</td>
|
||
<td class="px-4 py-3">曾为朱日和阅兵等重大活动提供指挥调度通信系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">烽火电子</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">建军90周年阅兵通信保障</td>
|
||
<td class="px-4 py-3">通信设备</td>
|
||
<td class="px-4 py-3">曾承担过建军90周年阅兵通信保障任务</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">际华集团</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">军服升级制作</td>
|
||
<td class="px-4 py-3">军用服装</td>
|
||
<td class="px-4 py-3">多次参与我军军服升级制作，保障了多次阅兵任务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-slate-300">北斗星通</td>
|
||
<td class="px-4 py-3">阅兵保障服务</td>
|
||
<td class="px-4 py-3">卫星导航定位服务</td>
|
||
<td class="px-4 py-3">卫星导航</td>
|
||
<td class="px-4 py-3">曾为阅兵装备提供卫星导航定位服务，可保障受阅时各方队整体车速控制在10千米/小时，骑线偏差不超过1厘米</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 军工水面水下作战(250701)更新 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-300">军工水面水下作战(250701)更新</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm text-left text-slate-400">
|
||
<thead class="text-xs text-slate-300 uppercase bg-slate-800">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">股票名称</th>
|
||
<th scope="col" class="px-4 py-3">行业</th>
|
||
<th scope="col" class="px-4 py-3">项目</th>
|
||
<th scope="col" class="px-4 py-3">分类</th>
|
||
<th scope="col" class="px-4 py-3">产业链</th>
|
||
<th scope="col" class="px-4 py-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">宝钛股份</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品</td>
|
||
<td class="px-4 py-3">军工钛材龙头</td>
|
||
<td class="px-4 py-3">上游材料供应</td>
|
||
<td class="px-4 py-3">2024年钛产品营收58.76亿，占总营收88.26%，为军工钛材领域龙头企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">西部超导</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品</td>
|
||
<td class="px-4 py-3">军工钛材</td>
|
||
<td class="px-4 py-3">上游材料供应</td>
|
||
<td class="px-4 py-3">2024年钛产品营收27.52亿，占总营收59.66%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">西部材料</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">2024年钛产品</td>
|
||
<td class="px-4 py-3">军工钛材</td>
|
||
<td class="px-4 py-3">上游材料供应</td>
|
||
<td class="px-4 py-3">2024年钛产品营收21.05亿，占总营收71.46%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">宝色股份</td>
|
||
<td class="px-4 py-3">钛材料</td>
|
||
<td class="px-4 py-3">深潜器附属装备</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">深海装备</td>
|
||
<td class="px-4 py-3">控股股东为宝钛集团，提供深潜器相关钛合金装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">国瑞科技</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">无人船项目</td>
|
||
<td class="px-4 py-3">参研方</td>
|
||
<td class="px-4 py-3">无人船研发</td>
|
||
<td class="px-4 py-3">参与无人船项目研制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中科海讯</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">系列口径UUV</td>
|
||
<td class="px-4 py-3">无人水下航行器</td>
|
||
<td class="px-4 py-3">无人船研发</td>
|
||
<td class="px-4 py-3">已完成系列口径UUV（无人水下航行器）研制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">天海防务</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">特种无人船艇</td>
|
||
<td class="px-4 py-3">订单交付</td>
|
||
<td class="px-4 py-3">无人船制造</td>
|
||
<td class="px-4 py-3">特种无人船艇已形成订单</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">江龙船艇</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">5G-AI智能无人艇</td>
|
||
<td class="px-4 py-3">技术研发</td>
|
||
<td class="px-4 py-3">无人船研发</td>
|
||
<td class="px-4 py-3">开展5G-AI智能无人艇研发项目</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">天和防务</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">AUV系列</td>
|
||
<td class="px-4 py-3">水下机器人</td>
|
||
<td class="px-4 py-3">无人船装备</td>
|
||
<td class="px-4 py-3">研发水下无人自主航行器（AUV）系列及水下爬壁机器人</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">四方股份</td>
|
||
<td class="px-4 py-3">无人船</td>
|
||
<td class="px-4 py-3">SeaFly-01</td>
|
||
<td class="px-4 py-3">参展产品</td>
|
||
<td class="px-4 py-3">无人船应用</td>
|
||
<td class="px-4 py-3">2016年11月四方无人船SeaFly-01参展珠海航展</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国海防</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">水下信息系统</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">水下通信</td>
|
||
<td class="px-4 py-3">涉及水下信息获取/探测/通信/对抗/导航系统及设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">科思科技</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">声呐算法</td>
|
||
<td class="px-4 py-3">技术研发</td>
|
||
<td class="px-4 py-3">水下探测</td>
|
||
<td class="px-4 py-3">产品深度集成于无人船、无人潜航器，研究声呐相关算法</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中科海讯</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">声呐装备</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">声呐系统</td>
|
||
<td class="px-4 py-3">声呐装备领域相关产品应用于水下探测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">集智股份</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">智能声学传感</td>
|
||
<td class="px-4 py-3">技术研发</td>
|
||
<td class="px-4 py-3">传感器制造</td>
|
||
<td class="px-4 py-3">研发智能声学传感技术用于水下探测</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">海兰信</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">VDR/通导设备</td>
|
||
<td class="px-4 py-3">船舶配套</td>
|
||
<td class="px-4 py-3">船舶电子</td>
|
||
<td class="px-4 py-3">提供船舶用VDR（航行数据记录仪）及通导设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">天和防务</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">多频段目标探测</td>
|
||
<td class="px-4 py-3">海洋传感器</td>
|
||
<td class="px-4 py-3">水下探测装备</td>
|
||
<td class="px-4 py-3">研发多频段目标探测声呐等海洋传感器</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">长盈通</td>
|
||
<td class="px-4 py-3">水声探测</td>
|
||
<td class="px-4 py-3">水听器敏感环</td>
|
||
<td class="px-4 py-3">核心部件</td>
|
||
<td class="px-4 py-3">水下探测</td>
|
||
<td class="px-4 py-3">提供水听器敏感环等核心部件</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">理工导航</td>
|
||
<td class="px-4 py-3">导航</td>
|
||
<td class="px-4 py-3">无人船导航</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">导航系统</td>
|
||
<td class="px-4 py-3">已有产品应用于无人船导航</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">星网宇达</td>
|
||
<td class="px-4 py-3">导航</td>
|
||
<td class="px-4 py-3">无人艇联合研制</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">无人船导航</td>
|
||
<td class="px-4 py-3">与战略合作单位联合研制某型无人艇并完成验收交付</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">智明达</td>
|
||
<td class="px-4 py-3">其他</td>
|
||
<td class="px-4 py-3">舰载无人艇装备</td>
|
||
<td class="px-4 py-3">军工配套</td>
|
||
<td class="px-4 py-3">无人艇系统</td>
|
||
<td class="px-4 py-3">技术应用于舰载及无人艇相关装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">电科数字</td>
|
||
<td class="px-4 py-3">其他</td>
|
||
<td class="px-4 py-3">柏飞电子智能算力</td>
|
||
<td class="px-4 py-3">技术研发</td>
|
||
<td class="px-4 py-3">自动驾驶</td>
|
||
<td class="px-4 py-3">全资子公司柏飞电子智能算力产品应用于无人船自动驾驶</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">昆船智能</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶制造</td>
|
||
<td class="px-4 py-3">中船集团下属企业，涉及无人船相关技术研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国重工</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶制造</td>
|
||
<td class="px-4 py-3">中船集团核心上市平台，涉及水面水下作战装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中船应急</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">应急装备</td>
|
||
<td class="px-4 py-3">中船集团旗下应急装备企业，涉及军工配套</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国动力</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">动力系统</td>
|
||
<td class="px-4 py-3">中船集团动力系统核心企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">久之洋</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">光电装备</td>
|
||
<td class="px-4 py-3">中船集团旗下光电装备企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国海防</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">水下探测</td>
|
||
<td class="px-4 py-3">中船集团旗下水下探测装备企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中船汉光</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶配套</td>
|
||
<td class="px-4 py-3">中船集团旗下船舶配套企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中国船舶</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶制造</td>
|
||
<td class="px-4 py-3">中船集团核心造船平台</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="px-4 py-3 font-medium text-slate-300">中船科技</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶设计</td>
|
||
<td class="px-4 py-3">中船集团旗下船舶设计研发企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-medium text-slate-300">中船防务</td>
|
||
<td class="px-4 py-3">中船系</td>
|
||
<td class="px-4 py-3">-</td>
|
||
<td class="px-4 py-3">中船集团</td>
|
||
<td class="px-4 py-3">船舶制造</td>
|
||
<td class="px-4 py-3">中船集团华南地区造船平台</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
||
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|
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move: {
|
||
enable: true,
|
||
speed: 1,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.2,
|
||
width: 1
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 0.5
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |