538 lines
36 KiB
HTML
538 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研：通感一体 (ISAC)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020011;
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background-image:
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radial-gradient(at 47% 33%, hsl(223.13, 85%, 13%) 0, transparent 59%),
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radial-gradient(at 82% 65%, hsl(263.21, 88%, 15%) 0, transparent 55%);
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color: #e0e0e0;
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backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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display: grid;
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grid-template-columns: repeat(6, 1fr);
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gap: 1.5rem;
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grid-column: span 3;
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grid-column: span 2;
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@media (max-width: 1024px) {
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.bento-item, .bento-item-medium {
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grid-column: span 6;
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border-color: rgba(74, 222, 128, 0.3) !important;
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color: #f0f0f0;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="p-4 sm:p-8 md:p-12">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold text-transparent bg-clip-text bg-gradient-to-r from-emerald-300 via-sky-300 to-purple-400 mb-4">
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深度行研：通感一体 (ISAC)
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</h1>
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<p class="text-lg md:text-xl text-slate-300 max-w-4xl mx-auto">
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低空经济倒逼6G技术提前催熟的核心基石
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</p>
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<p class="text-xs text-slate-500 mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main x-data="{ activeTab: 'insight' }">
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<!-- Bento Grid Summary -->
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<section class="mb-16">
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<h2 class="text-3xl font-bold mb-6 text-slate-100 text-center">核心观点速览</h2>
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<div class="bento-grid">
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<div class="bento-item-large glass-card p-6 flex flex-col justify-center">
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<h3 class="text-2xl font-bold text-emerald-300 mb-3 glow-text">核心观点摘要</h3>
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<p class="text-slate-300 text-base">“通感一体”概念的核心驱动力，是**“低空经济”这一国家战略级应用场景的迫切监管需求，倒逼原属于6G愿景的技术在5G-A（5.5G）阶段提前催熟和商业化**。当前，该概念正处于由政策驱动、运营商试点的**基础设施建设初期**，其投资潜力主要集中在上游核心硬件（高频天线、射频器件）的价值量提升，但商业模式的成熟和规模化订单的落地仍是其从中短期主题走向长期价值的关键。</p>
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</div>
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<div class="bento-item glass-card p-6">
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<h3 class="text-xl font-bold text-sky-300 mb-3">核心驱动力</h3>
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<ul class="space-y-2 list-disc list-inside text-slate-300">
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<li><span class="font-semibold">政策强驱动：</span>国家及地方密集出台文件，定位为低空经济关键基础设施。</li>
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<li><span class="font-semibold">应用场景刚需：</span>低成本、广覆盖地解决无人机“黑飞”监管难题。</li>
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<li><span class="font-semibold">技术演进必然：</span>通信与感知技术原理共通，融合是5G-A到6G的必然趋势。</li>
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</ul>
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</div>
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<div class="bento-item glass-card p-6">
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<h3 class="text-xl font-bold text-sky-300 mb-3">近期关键催化剂</h3>
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<ul class="space-y-2 list-disc list-inside text-slate-300">
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<li>5G-A商用牌照发放/正式商用启动。</li>
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<li>国家级低空经济产业政策或法规出台。</li>
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<li>标杆城市（如深圳）大规模建网招标。</li>
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<li>更成熟的通感一体技术标准确立。</li>
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</ul>
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</div>
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<div class="bento-item-medium glass-card p-6 flex flex-col justify-center items-center">
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<h3 class="text-xl font-bold text-purple-300 mb-3 text-center">最具投资价值环节</h3>
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<div class="text-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-16 w-16 mx-auto text-purple-300 mb-2" fill="none" viewBox="0 0 24 24" stroke="currentColor" stroke-width="2">
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<path stroke-linecap="round" stroke-linejoin="round" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V4m0 16v-2M8 12a4 4 0 118 0 4 4 0 01-8 0z" />
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</svg>
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<p class="font-semibold text-lg text-slate-100">上游核心射频元器件</p>
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<p class="text-sm text-slate-400">（基站天线、滤波器）</p>
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<p class="mt-2 text-slate-300 text-sm">硬件升级是刚需，确定性高、价值增量大、盈利弹性足。</p>
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</div>
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</div>
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<div class="bento-item-large glass-card p-6">
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<h3 class="text-2xl font-bold text-emerald-300 mb-3 glow-text">概念发展脉络</h3>
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<div id="timeline-chart" style="width: 100%; height: 300px;"></div>
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</div>
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</div>
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</section>
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<!-- Main Content: Tabs -->
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<div class="glass-card p-2 sm:p-4">
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<div role="tablist" class="tabs tabs-lifted tabs-lg">
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'insight' }" @click="activeTab = 'insight'">深度Insight</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'evidence' }" @click="activeTab = 'evidence'">核心数据源</a>
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<a role="tab" class="tab" :class="{ 'tab-active': activeTab === 'industry' }" @click="activeTab = 'industry'">产业链图谱与个股</a>
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</div>
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<!-- Insight Panel -->
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<div x-show="activeTab === 'insight'" class="p-4 md:p-8 space-y-8">
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<div class="glass-card p-6">
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<h3 class="text-2xl font-bold text-emerald-300 mb-4 glow-text">市场认知与预期差分析</h3>
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<p class="text-slate-300 mb-4">市场热度在2024上半年达到高峰，整体情绪乐观，但乐观中也存在对技术成熟度和商业落地速度的分歧和谨慎。</p>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="border-l-4 border-yellow-400 pl-4">
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<h4 class="font-semibold text-lg text-yellow-300">技术成熟度预期差</h4>
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<p class="text-sm text-slate-400">当前应用集中于低频段米级精度探测，距毫米波/太赫兹带来的厘米级高精成像仍有距离。信号干扰、算力需求是核心挑战。</p>
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</div>
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<div class="border-l-4 border-orange-400 pl-4">
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<h4 class="font-semibold text-lg text-orange-300">商业落地速度预期差</h4>
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<p class="text-sm text-slate-400">市场预期可能超前，实际进展仍处小批量试点和测试阶段。券商直指“订单落地缓慢”，依赖政策试点和政府资金。</p>
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</div>
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<div class="border-l-4 border-red-400 pl-4">
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<h4 class="font-semibold text-lg text-red-300">产业链价值认知差</h4>
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<p class="text-sm text-slate-400">核心价值增量在于基站硬件升级（通道数64->128+），导致天线振子和滤波器等射频器件“量价齐升”，而非下游应用集成商。</p>
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</div>
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</div>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-2xl font-bold text-sky-300 mb-4">长期发展路径</h3>
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<ul class="steps steps-vertical lg:steps-horizontal w-full">
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<li class="step step-primary">
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<div class="text-left p-2">
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<p class="font-bold">阶段一 (当前-2026)</p>
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<p class="text-xs text-slate-400">基础设施建设期。以低空监管为主，重点城市覆盖。投资逻辑核心为硬件升级。</p>
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</div>
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</li>
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<li class="step">
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<div class="text-left p-2">
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<p class="font-bold">阶段二 (2026-2028)</p>
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<p class="text-xs text-slate-400">应用场景拓展期。从低空监管拓展至智慧交通、港口管理等垂直行业，商业模式从G端向B端延伸。</p>
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</div>
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</li>
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<li class="step">
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<div class="text-left p-2">
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<p class="font-bold">阶段三 (2028-以后)</p>
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<p class="text-xs text-slate-400">“通感算”一体化成熟期。与6G深度融合，实现“网络即传感器”，催生数字孪生、XR交互等颠覆性应用。</p>
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</div>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6">
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<h3 class="text-2xl font-bold text-purple-300 mb-4">潜在风险与挑战</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-lg text-red-400">技术风险</h4>
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<p class="text-slate-400">性能瓶颈（能否完全替代雷达）、信号干扰、算力瓶颈（成本与功耗挑战）。</p>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-orange-400">商业化风险</h4>
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<p class="text-slate-400">初期成本高昂、商业模式不清晰（如何定价变现）、下游应用推广不及预期。</p>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-yellow-400">政策与竞争风险</h4>
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<p class="text-slate-400">政策支持力度减弱风险，以及来自低轨卫星、高精度雷达等其他技术路线的竞争。</p>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-blue-400">信息交叉验证风险</h4>
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<p class="text-slate-400">设备商宣传的“百个试点”与券商指出的“订单缓慢”之间存在认知差异，揭示了概念仍处于“广泛试点，规模订单待释放”的真实阶段。</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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<!-- Evidence Locker Panel -->
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<div x-show="activeTab === 'evidence'" class="p-4 md:p-8" x-data="{ subTab: 'news' }">
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<div role="tablist" class="tabs tabs-bordered">
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<a role="tab" class="tab" :class="{'tab-active': subTab === 'news'}" @click="subTab = 'news'">新闻数据</a>
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<a role="tab" class="tab" :class="{'tab-active': subTab === 'roadshows'}" @click="subTab = 'roadshows'">路演纪要</a>
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<a role="tab" class="tab" :class="{'tab-active': subTab === 'reports'}" @click="subTab = 'reports'">研报精粹</a>
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</div>
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<div class="mt-6 space-y-4">
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<div x-show="subTab === 'news'">
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<div class="glass-card p-4 prose max-w-none text-slate-300 prose-headings:text-sky-300 prose-strong:text-emerald-300">
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<h4 class="font-bold">国家政策与地方规划</h4>
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<ul>
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<li><strong>十二部门《5G规模化应用“扬帆”行动升级方案》</strong>：明确将“通感一体”列为5G-A关键技术研发方向。</li>
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<li><strong>深圳、广东、山东、上海等地</strong>：接连发布规划，明确加快“通感一体”网络及基站建设，作为低空经济核心基础设施。</li>
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<li><strong>工信部批复26GHz频段</strong>：支持围绕8K转播、通感一体等开展技术验证。</li>
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</ul>
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<h4 class="font-bold">技术研发与测试进展</h4>
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<ul>
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<li><strong>IMT-2020（5G）推进组</strong>：中兴通讯率先完成多个版本的“通感融合”技术测试，验证技术可行性。</li>
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<li><strong>6G技术进展</strong>：紫金山实验室发布全球首个6G通智感融合外场试验网，北京6G实验室发布云化通感一体基站等进展。</li>
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</ul>
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<h4 class="font-bold">企业动态与行业应用</h4>
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<ul>
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<li><strong>中兴通讯</strong>：宣布已在全国开展100多个5G-A通感一体商用及试点项目，并推出128TR大张角通感一体化基站产品。</li>
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<li><strong>低空经济</strong>：多地开通规模化5G-A通感一体无线网，为无人机监管、物流等提供支持。</li>
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</ul>
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</div>
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</div>
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<div x-show="subTab === 'roadshows'">
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<div class="glass-card p-4 prose max-w-none text-slate-300 prose-headings:text-sky-300 prose-strong:text-emerald-300">
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<h4>东北通信 (2024-03-29)</h4>
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<ul>
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<li><strong>核心地位</strong>：强调“通感一体”在低空经济中的基石作用。</li>
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<li><strong>硬件升级</strong>：5.5G通感基站通道数从64提升至128，单基站天线振子成本增至8000-9000元，滤波器成本从4-5千元跃升至2万元。</li>
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</ul>
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<h4>中信建投 (2024-03-31)</h4>
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<ul>
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<li><strong>技术演进</strong>：通感一体化是5.5G/6G核心特征，通过高频段、大规模天线实现被动感知。</li>
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<li><strong>当前进展</strong>：低频段(4.9GHz)已实现无人机2公里米级探测，高频段试验可达厘米级精度。</li>
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</ul>
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<h4>申万宏源 (2024-04-01)</h4>
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<ul>
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<li><strong>提前落地</strong>：通感一体原属6G场景，因低空经济监管需求被前置至5.5G。</li>
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<li><strong>产业链机会</strong>：增量价值集中在天线、射频前端（滤波器、PCB）。</li>
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</ul>
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<h4>通宇通讯业绩会 (2024-11-07)</h4>
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<ul>
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<li><strong>产品落地</strong>：已为大唐提供2000面测试天线，与中兴合作研发中。通感基站毛利率预计50%+，远高于传统基站的20%。</li>
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</ul>
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</div>
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</div>
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<div x-show="subTab === 'reports'">
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<div class="glass-card p-4 prose max-w-none text-slate-300 prose-headings:text-sky-300 prose-strong:text-emerald-300">
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<h4>定义与定位</h4>
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<ul>
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<li><strong>核心定义</strong>：通感一体化(ISAC)是指用同一张网络、同一套硬件和频谱资源实现通信和感知（类雷达）功能，网络即传感器。</li>
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<li><strong>战略定位</strong>：5G-A三大新场景之一，是5G-A较5G性能提升的关键特征，也是向6G演进的核心方向。</li>
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</ul>
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<h4>技术原理与实现</h4>
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<ul>
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<li><strong>资源共享</strong>：通信与感知共享频谱、硬件（天线、滤波器等）和信号处理方式。</li>
|
||
<li><strong>关键技术</strong>：一体化波形设计、Massive MIMO波束赋形、多站协同感知。</li>
|
||
<li><strong>算力需求</strong>：高精度感知算法提升，基站AAU、BBU边缘算力需求增加，催生“通感算一体化”。</li>
|
||
</ul>
|
||
<h4>主要应用场景</h4>
|
||
<ul>
|
||
<li><strong>低空经济</strong>：解决4G/5G网络覆盖高度不足问题，提供身份管理、定位追踪、智能决策等综合服务。</li>
|
||
<li><strong>其他场景</strong>：智能交通（车路协同）、智能工业、智慧城市、智慧家庭等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry & Stocks Panel -->
|
||
<div x-show="activeTab === 'industry'" class="p-4 md:p-8 space-y-12">
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-bold text-emerald-300 mb-3 glow-text text-center">产业链全景图</h3>
|
||
<div id="industry-chart" style="width: 100%; height: 450px;"></div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-bold text-sky-300 mb-4 text-center">核心玩家深度剖析</h3>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="text-center p-4 border border-slate-700 rounded-2xl">
|
||
<h4 class="text-xl font-bold">中兴通讯</h4>
|
||
<p class="text-sm text-emerald-400 font-semibold">领导者 / 逻辑最纯粹</p>
|
||
<p class="text-slate-400 mt-2 text-sm">掌握核心技术和解决方案，市场领导地位明确，全国拥有100+试点项目，推出128TR核心产品。体量大，短期业绩弹性相对小。</p>
|
||
</div>
|
||
<div class="text-center p-4 border-2 border-emerald-400 rounded-2xl shadow-lg shadow-emerald-500/20">
|
||
<h4 class="text-xl font-bold">通宇通讯</h4>
|
||
<p class="text-sm text-yellow-400 font-semibold">核心受益者 / 高弹性标的</p>
|
||
<p class="text-slate-400 mt-2 text-sm">深度绑定下游，在核心增量部件“天线”领域具先发优势。已交付测试天线，新产品毛利率预期达50%+，盈利弹性巨大。</p>
|
||
</div>
|
||
<div class="text-center p-4 border border-slate-700 rounded-2xl">
|
||
<h4 class="text-xl font-bold">普天科技</h4>
|
||
<p class="text-sm text-purple-400 font-semibold">潜在受益者 / 逻辑待验证</p>
|
||
<p class="text-slate-400 mt-2 text-sm">“网络通信国家队”，受益于存量基站改造。RIS技术在低空有优势，但具体产品和订单尚不明确，逻辑纯粹性待验证。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-bold text-purple-300 mb-6 text-center">相关概念股列表</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-slate-800/50"><td>中兴通讯</td><td><a href="https://valuefrontier.cn/company?scode=000063" target="_blank" class="link link-hover text-sky-400">000063</a></td><td>主设备商，提供通感一体化基站系统和解决方案，技术领导者。</td><td>通感技术</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>通宇通讯</td><td><a href="https://valuefrontier.cn/company?scode=002792" target="_blank" class="link link-hover text-sky-400">002792</a></td><td>核心射频器件供应商，提供通感一体化天线，价值增量大。</td><td>通感技术</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>信科移动</td><td><a href="https://valuefrontier.cn/company?scode=688387" target="_blank" class="link link-hover text-sky-400">688387</a></td><td>通信主设备商之一，参与通感一体技术研发和设备供应。</td><td>通感技术</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>普天科技</td><td><a href="https://valuefrontier.cn/company?scode=002544" target="_blank" class="link link-hover text-sky-400">002544</a></td><td>网络通信国家队，受益于存量基站改造升级，RIS技术有潜力。</td><td>通感改造</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>坤恒顺维</td><td><a href="https://valuefrontier.cn/company?scode=688283" target="_blank" class="link link-hover text-sky-400">688283</a></td><td>提供高端无线电测试仿真仪器，用于通感一体等技术的研发测试。</td><td>通感供货</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>吴通控股</td><td><a href="https://valuefrontier.cn/company?scode=300292" target="_blank" class="link link-hover text-sky-400">300292</a></td><td>提供射频连接系统、天线等产品，为通感基站上游供应商。</td><td>通感供货</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>嘉环科技</td><td><a href="https://valuefrontier.cn/company?scode=603206" target="_blank" class="link link-hover text-sky-400">603206</a></td><td>网络建设与运维服务商，智慧灯杆可作为通感基站的载体。</td><td>智慧灯杆运维</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>华体科技</td><td><a href="https://valuefrontier.cn/company?scode=603679" target="_blank" class="link link-hover text-sky-400">603679</a></td><td>智慧灯杆是5G微基站的天然载体，可集成通感设备。</td><td>智慧灯杆</td></tr>
|
||
<tr class="hover:bg-slate-800/50"><td>洲明科技</td><td><a href="https://valuefrontier.cn/company?scode=300232" target="_blank" class="link link-hover text-sky-400">300232</a></td><td>智慧灯杆解决方案提供商，可集成多种功能模块包括5G通信。</td><td>智慧灯杆</td></tr>
|
||
</tbody>
|
||
</table>
|
||
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|
||
</div>
|
||
|
||
<div class="glass-card p-6">
|
||
<h3 class="text-2xl font-bold text-purple-300 mb-6 text-center">相关异动个股深度解析</h3>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-emerald-300">
|
||
茂化实华 (000637) - 边缘概念映射
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心逻辑：</strong>5G-A通感融合全国百个项目落地消息，引发市场对小市值5G标签个股的快速映射。公司曾回复具备5G+工业互联网场景接入能力，市值小易被资金联想为边缘标的。其涨停主因是三季报披露前的抢筹博弈，5G-A概念起到助推作用。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-emerald-300">
|
||
华星创业 (300025) - 应用验证参与者
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心逻辑：</strong>公司曾在长三角参与基于5G-A通感一体的应用验证工作（针对网联无人机“黑飞”）。在5G-A通感一体领域的技术积累和应用经验，使其在低空经济、无人机监控等新兴领域具有先发优势，市场预期可能获得更多相关项目。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="my-accordion-3" />
|
||
<div class="collapse-title text-xl font-medium text-emerald-300">
|
||
金信诺 (300252) - 技术方向契合
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400"><strong>核心逻辑：</strong>投资者讨论中提到公司涉及“通感一体技术”，并认为其业务与“低空经济中的通感元件”相关，符合未来产业趋势。其上涨主因是卫星通信产业政策利好，但通感一体概念为其增添了想象空间。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
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