773 lines
31 KiB
HTML
773 lines
31 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>通感一体 - 5G-A/6G核心技术与投资分析</title>
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<link rel="icon" type="image/png" href="data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>📡</text></svg>">
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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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<!-- Nucleo Icons -->
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-icons.css" rel="stylesheet" />
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<link href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/nucleo-svg.css" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- CSS Files -->
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<link id="pagestyle" href="https://demos.creative-tim.com/soft-ui-design-system-pro/assets/css/soft-design-system-pro.css?v=1.2.0" rel="stylesheet" />
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" 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: 'Inter', 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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color: #e2e8f0;
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min-height: 100vh;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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}
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.card-bg {
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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(148, 163, 184, 0.1);
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}
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.text-gradient {
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background: linear-gradient(135deg, #60a5fa 0%, #a78bfa 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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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(139, 92, 246, 0.1) 100%);
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border-left: 4px solid #3b82f6;
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}
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.stock-table {
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background: rgba(15, 23, 42, 0.8);
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backdrop-filter: blur(10px);
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}
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.category-badge {
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font-size: 0.75rem;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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}
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.category-智慧灯杆 {
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background-color: rgba(59, 130, 246, 0.2);
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color: #93c5fd;
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}
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.category-智慧灯杆配套 {
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background-color: rgba(139, 92, 246, 0.2);
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color: #c4b5fd;
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}
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.category-智慧灯杆运维 {
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background-color: rgba(16, 185, 129, 0.2);
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color: #6ee7b7;
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}
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.category-通感技术 {
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background-color: rgba(245, 158, 11, 0.2);
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color: #fcd34d;
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}
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.category-通感供货 {
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background-color: rgba(239, 68, 68, 0.2);
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color: #fca5a5;
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}
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.category-通感改造 {
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background-color: rgba(236, 72, 153, 0.2);
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color: #f9a8d4;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #3b82f6;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 18px;
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bottom: 0;
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width: 1px;
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background-color: rgba(148, 163, 184, 0.2);
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}
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@media (max-width: 768px) {
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.container {
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padding-left: 1rem;
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padding-right: 1rem;
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}
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.stock-table {
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font-size: 0.875rem;
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}
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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>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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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 text-gradient">通感一体</h1>
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<p class="text-xl text-slate-300 mb-2">Integrated Sensing and Communication (ISAC)</p>
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<p class="text-slate-400">5G-A/6G核心技术与投资分析</p>
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</div>
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<!-- 概念事件 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient 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="grid md:grid-cols-3 gap-6 mb-8">
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<div class="highlight-box p-5 rounded-xl">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">政策催化</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2024.3.27</strong>：四部委发布《通用航空装备创新应用实施方案》</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2024.11.25</strong>：《5G规模化应用"扬帆"行动升级方案》</span>
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</li>
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<li class="flex items-start">
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<span class="text-blue-400 mr-2">•</span>
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<span><strong>2025.4.25</strong>：深圳投资<strong>百亿级</strong>建设通感一体网络</span>
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</li>
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</ul>
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</div>
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<div class="highlight-box p-5 rounded-xl">
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<h3 class="text-lg font-semibold mb-3 text-purple-300">技术突破</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-purple-400 mr-2">•</span>
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<span><strong>2024.8</strong>：中兴通讯完成全球首个5G-A通感测试</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-400 mr-2">•</span>
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<span>感知精度达<strong>厘米级</strong>（86米误差≤0.2米）</span>
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</li>
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<li class="flex items-start">
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<span class="text-purple-400 mr-2">•</span>
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<span><strong>2025.4</strong>：紫金山实验室发布6G通智感融合试验网</span>
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</li>
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</ul>
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</div>
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<div class="highlight-box p-5 rounded-xl">
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<h3 class="text-lg font-semibold mb-3 text-green-300">商业化落地</h3>
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<ul class="space-y-2 text-sm">
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<li class="flex items-start">
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<span class="text-green-400 mr-2">•</span>
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<span><strong>2024.9</strong>：中国移动开通首个规模化5G-A通感无线网</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 mr-2">•</span>
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<span>覆盖低空<strong>1000米以下</strong>空域</span>
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</li>
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<li class="flex items-start">
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<span class="text-green-400 mr-2">•</span>
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<span><strong>2025.Q1</strong>：深圳采购<strong>35亿元</strong>华为智慧路灯</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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<!-- 核心观点摘要 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient 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="bg-gradient-to-r from-blue-900/30 to-purple-900/30 p-6 rounded-xl border border-slate-700">
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<p class="text-lg leading-relaxed">
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通感一体已从<strong class="text-blue-300">概念验证阶段</strong>进入<strong class="text-purple-300">政策驱动下的商业化落地初期</strong>，核心驱动力是低空经济万亿级市场的刚性需求。未来3年将是技术标准确立（3GPP R19）和场景规模化（深圳/长三角试点）的关键窗口期，<strong class="text-green-300">硬件升级（天线/滤波器）和运营商订单</strong>将成为基本面兑现的核心指标。
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</p>
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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="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
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<i class="fas fa-brain 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">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500/20 p-2 rounded-lg mr-3">
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<i class="fas fa-landmark text-blue-400"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">政策强制需求</h4>
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<p class="text-sm text-slate-400">低空经济需全域监管，通感一体复用5G基站可<strong>降低70%部署成本</strong></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="bg-purple-500/20 p-2 rounded-lg mr-3">
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<i class="fas fa-microchip text-purple-400"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">技术成熟度</h4>
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<p class="text-sm text-slate-400">5G-A的<strong>128TR大张角基站</strong>已支持1公里感知距离和厘米级精度</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="bg-green-500/20 p-2 rounded-lg mr-3">
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<i class="fas fa-broadcast-tower text-green-400"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">频谱红利</h4>
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<p class="text-sm text-slate-400">工信部批复<strong>26GHz毫米波试验频率</strong>，为高频段通感一体铺路</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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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-300">市场热度与预期差</h3>
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<div class="space-y-4">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-medium mb-2 text-yellow-300">研报密集度</h4>
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<p class="text-sm text-slate-400">2024年3-5月出现<strong>15篇深度报告</strong>，主题词从"5.5G"转向"低空经济+通感"</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-medium mb-2 text-yellow-300">情绪分化</h4>
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<p class="text-sm text-slate-400">机构预期基站建设量<strong>2000-3000站</strong>，担忧单站成本<strong>30万元</strong>压制投资意愿</p>
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</div>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<h4 class="font-medium mb-2 text-yellow-300">被忽略的关键点</h4>
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<ul class="text-sm text-slate-400 space-y-1">
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<li>• 商业模式：通过<strong>低空航道服务费</strong>回收成本</li>
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<li>• 技术替代：部分场景可能采用<strong>卫星+ADS-B</strong>方案</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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<!-- 催化剂与发展路径 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
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<i class="fas fa-rocket mr-3"></i>催化剂与发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-300">近期催化剂（3-6个月）</h3>
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<div class="relative pl-6 space-y-4">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="ml-4">
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<h4 class="font-medium">2024年Q3</h4>
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<p class="text-sm text-slate-400">深圳低空融合平台招标（预计<strong>3.5亿元</strong>空管软件订单）</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h4 class="font-medium">2024年Q4</h4>
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<p class="text-sm text-slate-400">中国移动<strong>300城5G-A商用</strong>计划落地，通感一体基站集采启动</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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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-300">长期发展路径</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-2 px-3">阶段</th>
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<th class="text-left py-2 px-3">里程碑</th>
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<th class="text-left py-2 px-3">关键指标</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-800">
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<td class="py-2 px-3">2024-2025</td>
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<td class="py-2 px-3">试点城市规模化</td>
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<td class="py-2 px-3">基站建设量<strong>>1万站</strong></td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-2 px-3">2026-2027</td>
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<td class="py-2 px-3">技术标准确立</td>
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<td class="py-2 px-3">单站成本降至<strong>15万元以下</strong></td>
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</tr>
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<tr>
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<td class="py-2 px-3">2028-2030</td>
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<td class="py-2 px-3">全国低空网络覆盖</td>
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<td class="py-2 px-3">通感一体收入占比<strong>>30%</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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<!-- 产业链与核心公司 -->
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<div class="card-bg rounded-2xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司
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</h2>
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<div class="grid md:grid-cols-3 gap-4 mb-6">
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<div class="bg-blue-900/20 p-4 rounded-lg text-center">
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<h3 class="font-semibold text-blue-300 mb-2">上游</h3>
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<p class="text-sm">天线振子、陶瓷滤波器、GaN功放</p>
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</div>
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<div class="bg-purple-900/20 p-4 rounded-lg text-center">
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<h3 class="font-semibold text-purple-300 mb-2">中游</h3>
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<p class="text-sm">基站设备、边缘服务器</p>
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</div>
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<div class="bg-green-900/20 p-4 rounded-lg text-center">
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<h3 class="font-semibold text-green-300 mb-2">下游</h3>
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<p class="text-sm">运营商、低空运营、无人机厂商</p>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4">公司</th>
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<th class="text-left py-3 px-4">角色</th>
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<th class="text-left py-3 px-4">进展</th>
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<th class="text-left py-3 px-4">风险</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-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4 font-medium">中兴通讯</td>
|
||
<td class="py-3 px-4">基站设备龙头</td>
|
||
<td class="py-3 px-4">完成全球首个通感测试，<strong>25省市试点</strong></td>
|
||
<td class="py-3 px-4">依赖运营商集采节奏</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4 font-medium">普天科技</td>
|
||
<td class="py-3 px-4">RIS技术供应商</td>
|
||
<td class="py-3 px-4">联合黑龙江联通验证<strong>3.5GHz RIS</strong></td>
|
||
<td class="py-3 px-4">RIS技术尚未规模化</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4 font-medium">深城交</td>
|
||
<td class="py-3 px-4">深圳基建总包</td>
|
||
<td class="py-3 px-4">中标<strong>35亿元智慧路灯</strong>项目</td>
|
||
<td class="py-3 px-4">地方财政支付能力</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/30">
|
||
<td class="py-3 px-4 font-medium">飞荣达</td>
|
||
<td class="py-3 px-4">天线振子</td>
|
||
<td class="py-3 px-4">华为5G-A基站<strong>核心供应商</strong></td>
|
||
<td class="py-3 px-4">高频产品良率待验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-red-300">技术风险</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<span class="text-red-400 mr-2">•</span>
|
||
<span>毫米波在雨天衰减<strong>>10dB</strong></span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-red-400 mr-2">•</span>
|
||
<span>厘米级定位需<strong>AI+多基站协同</strong></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-yellow-300">商业化风险</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-400 mr-2">•</span>
|
||
<span>单站30万元成本中，<strong>天线振子+滤波器占比50%</strong></span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-yellow-400 mr-2">•</span>
|
||
<span>城市峡谷环境多径干扰严重</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-orange-300">政策与竞争风险</h3>
|
||
<ul class="space-y-2 text-sm">
|
||
<li class="flex items-start">
|
||
<span class="text-orange-400 mr-2">•</span>
|
||
<span>26GHz频段需与卫星通信协调</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="text-orange-400 mr-2">•</span>
|
||
<span>华为推动"5G-A+AI"，部分厂商押注<strong>6G太赫兹</strong></span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card-bg rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="bg-gradient-to-r from-green-900/20 to-blue-900/20 p-6 rounded-xl border border-slate-700 mb-6">
|
||
<p class="text-lg leading-relaxed mb-4">
|
||
通感一体处于<strong class="text-green-300">主题炒作向基本面过渡</strong>阶段：政策订单已出现（深圳35亿），但技术标准化和成本曲线尚未完全验证。
|
||
</p>
|
||
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2 text-blue-300">短期（订单驱动）</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 深城交（深圳低空基建唯一标的）</li>
|
||
<li>• 中兴通讯（基站设备龙头）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2 text-purple-300">中期（技术红利）</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 飞荣达（天线振子量价齐升）</li>
|
||
<li>• 2024年基站增量<strong>8000-9000元/站</strong></li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-2 text-green-300">长期（生态卡位）</h4>
|
||
<ul class="text-sm space-y-1">
|
||
<li>• 普天科技（RIS技术若突破）</li>
|
||
<li>• 可复用至6G</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-red-900/20 p-4 rounded-lg border border-red-800/50">
|
||
<h4 class="font-semibold mb-2 text-red-300">关键跟踪指标</h4>
|
||
<ol class="text-sm space-y-1 list-decimal list-inside">
|
||
<li>2024年Q3深圳招标结果：验证订单落地节奏</li>
|
||
<li>中国移动5G-A集采规模：若<strong>>3000站</strong>，将触发板块β行情</li>
|
||
<li>单站成本曲线：观察<strong>滤波器/振子</strong>规模化后降价幅度</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="stock-table rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-gradient flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-600">
|
||
<th class="text-left py-3 px-4 font-semibold">股票名称</th>
|
||
<th class="text-left py-3 px-4 font-semibold">分类</th>
|
||
<th class="text-left py-3 px-4 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">华体科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">格利尔</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">豪尔赛</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">英飞拓</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">勤上股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">名家汇</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">洲明科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆">智慧灯杆</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">崧盛股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆配套">智慧灯杆配套</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">爱克股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆配套">智慧灯杆配套</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">太龙股份</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆配套">智慧灯杆配套</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">深城交</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆运维">智慧灯杆运维</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">三维通信</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆运维">智慧灯杆运维</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">嘉环科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆运维">智慧灯杆运维</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">奥拓电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆运维">智慧灯杆运维</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">中威电子</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-智慧灯杆运维">智慧灯杆运维</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">通宇通讯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感技术">通感技术</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">信科移动</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感技术">通感技术</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">中兴通讯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感技术">通感技术</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">吴通控股</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感供货">通感供货</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700 hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">坤恒顺维</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感供货">通感供货</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-700/30">
|
||
<td class="py-3 px-4">普天科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="category-badge category-通感改造">通感改造</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400">分类</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险提示 -->
|
||
<div class="card-bg rounded-2xl p-6">
|
||
<div class="bg-red-900/20 p-4 rounded-lg border border-red-800/50">
|
||
<h3 class="text-lg font-semibold mb-2 text-red-300 flex items-center">
|
||
<i class="fas fa-exclamation-circle mr-2"></i>风险提示
|
||
</h3>
|
||
<p class="text-sm">
|
||
若2024年试点城市反馈<strong>感知精度不达标</strong>或<strong>运营商资本开支低于预期</strong>，主题可能阶段性退潮。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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|
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|
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|
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|
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|
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|
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|
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distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |