515 lines
39 KiB
HTML
515 lines
39 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：低空经济 & 飞行汽车</title>
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body {
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font-family: 'Oxanium', sans-serif;
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background-color: #020010;
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overflow-x: hidden;
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position: relative;
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body::before {
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content: '';
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position: fixed;
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top: -20%;
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left: -20%;
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width: 140%;
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height: 140%;
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background-image:
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radial-gradient(circle at 10% 20%, rgba(10, 108, 243, 0.15) 0%, transparent 25%),
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<body class="text-gray-300">
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12 relative">
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<div class="relative inline-block">
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<h1 class="text-4xl sm:text-5xl lg:text-6xl font-bold text-white text-cyan-glow tracking-widest uppercase">低空经济 & 飞行汽车</h1>
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<h2 class="text-xl text-cyan-400 mt-2 tracking-wider">深度产业洞察报告</h2>
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</div>
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<p class="mt-4 text-sm text-gray-500 max-w-4xl mx-auto">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现。本报告为AI合成数据，不构成投资建议，投资需谨慎。</p>
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</header>
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<!-- Main Content -->
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<main>
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<!-- Concept Insight Section -->
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<section id="insight" class="mb-16">
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<h2 class="section-title">核心洞察 (Core Insight)</h2>
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<div class="space-y-8">
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<!-- Core Viewpoint -->
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<div class="glass-card rounded-3xl p-6 lg:p-8 relative overflow-hidden fui-glow-border">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">核心观点摘要</h3>
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<p class="text-lg leading-relaxed text-gray-200">低空经济与飞行汽车正处于由政策驱动的<strong class="text-cyan-400">“0到1”产业导入期</strong>，正从宏大叙事的主题炒作阶段，快速向有订单、有产品、有运营的<strong class="text-cyan-400">基本面驱动初期</strong>过渡。其核心驱动力源于国家层面的战略意志，而万亿级的市场潜力则依赖于<strong class="text-purple-400">基础设施建设、空域管理改革和核心技术突破</strong>这三大支柱的同步推进。</p>
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</div>
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<!-- Market Size Chart -->
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">中国低空经济市场规模预测 (亿元)</h3>
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<div id="marketSizeChart" class="w-full h-80"></div>
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</div>
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<!-- Concept Events Timeline -->
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">概念发展脉络</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.002-5.5a.75.75 0 00-.021-.976z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">政策定调 (2023及以前)</time>
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<div class="text-lg font-black text-white">政策铺垫与产业标志</div>
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<p>《国家综合立体交通网规划纲要》首提"低空经济"。<br>亿航智能EH216-S获全球首张eVTOL型号合格证(TC)，成为产业化标志。<br>中央经济工作会议将低空经济定为“战略性新兴产业”。</p>
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.002-5.5a.75.75 0 00-.021-.976z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">全面爆发 (2024 Q1)</time>
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<div class="text-lg font-black text-white">顶层设计加速</div>
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<p>《无人驾驶航空器飞行管理暂行条例》生效，产业进入“有法可依”阶段。<br>低空经济首次写入政府工作报告，定位为“新增长引擎”。<br>四部委印发方案，提出2030年形成万亿级市场规模。</p>
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.002-5.5a.75.75 0 00-.021-.976z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">产业落地 (2024 Q2-Q3)</time>
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<div class="text-lg font-black text-white">产业与政策共振</div>
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<p>亿航智能获全球首张PC证，成首家“三证齐全”企业。<br>民航局成立领导小组，强化顶层协调。<br>山东公布2000架飞行汽车采购招标，展示真实需求。</p>
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</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.002-5.5a.75.75 0 00-.021-.976z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end">
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<time class="font-mono italic">催化密集期 (2024 Q4)</time>
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<div class="text-lg font-black text-white">商业化前夜</div>
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<p>小鹏汇天飞行汽车智造基地动工，规划年产能1万台。<br>珠海航展等重磅会议密集召开，维持市场高热度。<br>亿航智能运营许可证(OC)有望年底获批，开启商业运营。</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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<!-- Core Logic -->
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">核心逻辑：政策、产业、资本“三驾马车”</h3>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="border border-cyan-700/50 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-white">政策 (Policy)</h4>
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<p class="text-sm mt-2">从“战略性新兴产业”到“新增长引擎”，顶层设计提供最强驱动力。部委实施方案与地方真金白银补贴构建全方位支持体系，是当前阶段最确定的逻辑基石。</p>
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</div>
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<div class="border border-purple-700/50 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-white">产业 (Industry)</h4>
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<p class="text-sm mt-2">以亿航“三证齐全”、小鹏建厂为标志，整机制造取得实质突破。电机、电池、飞控等供应链企业深度绑定，产业链正快速形成闭环。</p>
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</div>
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<div class="border border-indigo-700/50 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-white">资本 (Capital)</h4>
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<p class="text-sm mt-2">地方政府牵头设立超千亿产业基金，长安汽车等企业计划投入超200亿。资本加速涌入，为研发和规模化生产提供充足弹药。</p>
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</div>
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</div>
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</div>
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<!-- Catalysts & Path -->
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<div class="bento-grid">
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<div class="glass-card rounded-3xl p-6 lg:p-8 col-span-1 md:col-span-2">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">未来发展路径</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-white">第一阶段 (2024-2026): 示范应用与基建先行</h4>
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<p class="text-sm text-gray-400">核心任务是商业模式验证。以“货运先行，载人后发”为原则，在特定区域（如大湾区）和场景（物流、旅游）开展示范运营。基础设施建设是重点。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">第二阶段 (2027-2030): 规模化扩张与技术迭代</h4>
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<p class="text-sm text-gray-400">扩大运营范围，降低成本。UAM开始在部分城市成为现实，航线网络初步形成。实现万亿级市场规模目标，电池等关键技术实现产业化突破。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">第三阶段 (2030以后): 智能化与大众化</h4>
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<p class="text-sm text-gray-400">实现陆空一体化和个人消费市场渗透。飞行汽车进入家庭成为可能，形成成熟、智能、高效的立体交通网络。</p>
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</div>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">近期关键催化剂</h3>
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<ul class="list-disc list-inside space-y-3 text-gray-300">
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<li><strong class="text-cyan-400">珠海航展 (11月):</strong> 小鹏汇天分体式飞行汽车首次公开飞行和全球预定，是重要市场情绪引爆点。</li>
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<li><strong class="text-cyan-400">亿航智能OC取证:</strong> 预计年底前获批，是产业从“造飞机”到“用飞机赚钱”的关键一步。</li>
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<li><strong class="text-cyan-400">政策细化落地:</strong> 市场高度关注国家级补贴政策、第二批试点城市等细则出台。</li>
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</ul>
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</div>
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</div>
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<!-- Risk Analysis -->
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-red-400 mb-4">潜在风险与挑战</h3>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-4">
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<div class="p-4 rounded-xl bg-red-900/20 border border-red-500/30">
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<h4 class="font-bold text-red-300">技术风险</h4>
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<p class="text-sm mt-1">电池技术是最大瓶颈。高能量密度航空级电池的量产时间、成本和安全性仍是未知数，直接制约续航和商业价值。</p>
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</div>
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<div class="p-4 rounded-xl bg-orange-900/20 border border-orange-500/30">
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<h4 class="font-bold text-orange-300">商业化风险</h4>
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<p class="text-sm mt-1">成本高昂，盈利模式模糊。单机200万以上售价和高昂运营成本导致票价昂贵，初期严重依赖政府补贴和示范项目。</p>
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</div>
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<div class="p-4 rounded-xl bg-yellow-900/20 border border-yellow-500/30">
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<h4 class="font-bold text-yellow-300">政策风险</h4>
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<p class="text-sm mt-1">空域改革进度不及预期是最大政策风险。低空空域的开放程度和管理效率直接决定产业发展的天花板。</p>
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</div>
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<div class="p-4 rounded-xl bg-gray-800/20 border border-gray-600/30">
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<h4 class="font-bold text-gray-400">竞争风险</h4>
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<p class="text-sm mt-1">全球超200家企业入局，国内车企巨头和科技巨头深度布局，行业将迅速进入白热化竞争阶段。</p>
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</div>
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</div>
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</div>
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<!-- Investment Insights -->
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<div class="glass-card rounded-3xl p-6 lg:p-8">
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<h3 class="text-2xl font-bold text-cyan-300 mb-4">综合结论与投资启示</h3>
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<p class="mb-6">低空经济概念已进入<strong class="text-white">基本面驱动初期</strong>，但距离大规模商业化仍有较长距离，兼具<strong class="text-green-400">高成长性</strong>与<strong class="text-red-400">高不确定性</strong>。</p>
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<div class="bento-grid">
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<div class="glass-card p-4 rounded-2xl border-cyan-500/50">
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<h4 class="font-bold text-cyan-300 text-lg">基础设施先行者 (确定性最高)</h4>
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<p class="text-sm mt-2">“修路”环节风险收益比较优。关注<strong class="text-white">空管系统 (莱斯信息)</strong>、<strong class="text-white">高精度导航 (华测导航)</strong> 和 <strong class="text-white">基建规划 (深城交)</strong>。</p>
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</div>
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<div class="glass-card p-4 rounded-2xl border-purple-500/50">
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<h4 class="font-bold text-purple-300 text-lg">核心零部件供应商 (壁垒较高)</h4>
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<p class="text-sm mt-2">绑定核心主机厂、技术护城河深。关注<strong class="text-white">动力系统 (卧龙电驱)</strong>、<strong class="text-white">轻量化材料 (中复神鹰)</strong> 和 <strong class="text-white">稀缺部件 (光洋股份)</strong>。</p>
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</div>
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<div class="glass-card p-4 rounded-2xl border-indigo-500/50 col-span-1 md:col-span-2">
|
||
<h4 class="font-bold text-indigo-300 text-lg">整机制造龙头 (高风险高回报)</h4>
|
||
<p class="text-sm mt-2">选择在<strong class="text-white">适航取证、量产能力和商业订单</strong>上已建立明确领先优势的企业，如<strong class="text-white">亿航智能</strong>（商业化领跑者）、<strong class="text-white">小鹏汇天</strong>（C端想象空间大）和<strong class="text-white">万丰奥威</strong>（传统航空稳健转型）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section id="rise_analysis" class="mb-16">
|
||
<h2 class="section-title">个股异动归因分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Iterating through rise_analysis data -->
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h3 class="text-xl font-bold text-white">广东鸿图 (002101)</h3>
|
||
<div class="badge badge-success badge-outline font-bold">+9.98%</div>
|
||
</div>
|
||
<p class="text-xs text-gray-400 mb-4">异动日期: 2025-09-10</p>
|
||
<div class="text-sm space-y-2 text-gray-300">
|
||
<p><strong class="text-cyan-400">核心结论:</strong> 9月10日涨停系“低空经济”政策订单双催化——公司手握小鹏汇天eVTOL及头部农用无人机结构件定点，叠加沪深皖三地2026年千亿产业规划集中释放，资金将其从传统汽零切换至0→1低空赛道重新定价。</p>
|
||
<p><strong class="text-purple-400">驱动概念:</strong> 低空经济+eVTOL+农用无人机</p>
|
||
<p><strong class="text-indigo-400">解析:</strong> 三地千亿低空规划集中释放→政策真空填补；公司手握eVTOL+农用无人机结构件定点→0→1订单实锤；全球最大压铸单元提供技术壁垒→资金将其从汽零切换至低空赛道，估值模型重构。</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h3 class="text-xl font-bold text-white">英搏尔 (300681)</h3>
|
||
<div class="badge badge-success badge-outline font-bold">+6.71%</div>
|
||
</div>
|
||
<p class="text-xs text-gray-400 mb-4">异动日期: 2025-09-24</p>
|
||
<div class="text-sm space-y-2 text-gray-300">
|
||
<p><strong class="text-cyan-400">核心结论:</strong> 深圳eVTOL产业发展大会传递产业加速落地信号，引发低空经济概念整体异动拉升。公司在电动车辆电气系统的技术积累使其被市场纳入低空经济概念股，叠加融资资金持续买入和技术面反弹需求，共同推动股价上涨。</p>
|
||
<p><strong class="text-purple-400">驱动概念:</strong> 低空经济+电气系统</p>
|
||
<p><strong class="text-indigo-400">解析:</strong> 行业大会催化→板块情绪共振→公司技术关联性获市场认可→资金流入+技术反弹。</p>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<div class="flex justify-between items-center mb-3">
|
||
<h3 class="text-xl font-bold text-white">春晖智控 (300943)</h3>
|
||
<div class="badge badge-success badge-outline font-bold">+19.97%</div>
|
||
</div>
|
||
<p class="text-xs text-gray-400 mb-4">异动日期: 2025-08-05</p>
|
||
<div class="text-sm space-y-2 text-gray-300">
|
||
<p><strong class="text-cyan-400">核心结论:</strong> 因“正式确认进入大疆无人机燃油喷射系统供应链、8月中旬随新品放量”这一新增基本面催化，叠加无人机/低空经济情绪共振，触发涨停。</p>
|
||
<p><strong class="text-purple-400">驱动概念:</strong> 无人机+大疆供应链+低空经济</p>
|
||
<p><strong class="text-indigo-400">解析:</strong> 大疆供应链落地带来订单可见度→业绩预期提升；低空政策催化情绪→板块联动；含可转债提供博弈弹性→资金关注。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section id="stock-data">
|
||
<h2 class="section-title">产业链核心标的</h2>
|
||
|
||
<div class="space-y-12">
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-200">飞行汽车-整车制造</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra">
|
||
<thead class="bg-black/20 text-base text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>万丰奥威</td><td><a href="https://valuefrontier.cn/company?scode=002085" target="_blank" class="link link-hover text-cyan-400">002085</a></td><td>商业化进度第一；通航飞机营收20亿，子公司万丰钻石电动飞机已首飞</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
<tr><td>商络电子</td><td><a href="https://valuefrontier.cn/company?scode=300975" target="_blank" class="link link-hover text-cyan-400">300975</a></td><td>商业化进度第二；参股亿维特航空13.2%股权，专注载人飞行汽车研发制造</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
<tr><td>山河智能</td><td><a href="https://valuefrontier.cn/company?scode=002097" target="_blank" class="link link-hover text-cyan-400">002097</a></td><td>商业化进度第三；参股山河星航13.08%股权，合作开发垂直起降载人飞行器</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
<tr><td>海特高新</td><td><a href="https://valuefrontier.cn/company?scode=002023" target="_blank" class="link link-hover text-cyan-400">002023</a></td><td>商业化进度第四；参股安胜飞行模拟50%股权，国内首台飞行汽车模拟机</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
<tr><td>中直股份</td><td><a href="https://valuefrontier.cn/company?scode=600038" target="_blank" class="link link-hover text-cyan-400">600038</a></td><td>联合中国航空研究院、中航科工研发飞行汽车</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
<tr><td>创世纪</td><td><a href="https://valuefrontier.cn/company?scode=300083" target="_blank" class="link link-hover text-cyan-400">300083</a></td><td>亿航智能云浮生产基地台群加工中心为公司产品</td><td><div class="badge badge-primary badge-outline">飞行汽车</div> <div class="badge badge-secondary badge-outline">整车制造</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-200">飞行汽车-核心零部件 & 材料</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra">
|
||
<thead class="bg-black/20 text-base text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>宗申动力</td><td><a href="https://valuefrontier.cn/company?scode=001696" target="_blank" class="link link-hover text-cyan-400">001696</a></td><td>摩托车发动机市占率第一，子公司宗申航发主要为航空飞行器提供动力</td><td><div class="badge badge-accent badge-outline">整车动力</div></td></tr>
|
||
<tr><td>卧龙电驱</td><td><a href="https://valuefrontier.cn/company?scode=600580" target="_blank" class="link link-hover text-cyan-400">600580</a></td><td>工业电驱营收A股第一，适应飞行汽车的轻量化电驱，与商飞合作</td><td><div class="badge badge-accent badge-outline">整车动力</div></td></tr>
|
||
<tr><td>孚能科技</td><td><a href="https://valuefrontier.cn/company?scode=688567" target="_blank" class="link link-hover text-cyan-400">688567</a></td><td>供货航空电池</td><td><div class="badge badge-accent badge-outline">整车动力</div> <div class="badge badge-info badge-outline">零部件</div></td></tr>
|
||
<tr><td>中复神鹰</td><td><a href="https://valuefrontier.cn/company?scode=688295" target="_blank" class="link link-hover text-cyan-400">688295</a></td><td>碳纤维产能A股第二，为11500吨/年</td><td><div class="badge badge-warning badge-outline">整车材料</div> <div class="badge badge-info badge-outline">碳纤维</div></td></tr>
|
||
<tr><td>泰和新材</td><td><a href="https://valuefrontier.cn/company?scode=002254" target="_blank" class="link link-hover text-cyan-400">002254</a></td><td>芳纶纸产能A股第一，全球第二，为0.45万吨/年</td><td><div class="badge badge-warning badge-outline">整车材料</div> <div class="badge badge-info badge-outline">芳纶纸</div></td></tr>
|
||
<tr><td>光洋股份</td><td><a href="https://valuefrontier.cn/company?scode=002708" target="_blank" class="link link-hover text-cyan-400">002708</a></td><td>小鹏飞行汽车合作进度第一，完成A样交付</td><td><div class="badge badge-info badge-outline">供货小鹏</div></td></tr>
|
||
<tr><td>天成自控</td><td><a href="https://valuefrontier.cn/company?scode=603085" target="_blank" class="link link-hover text-cyan-400">603085</a></td><td>小鹏飞行汽车合作进度第二，座椅供应商</td><td><div class="badge badge-info badge-outline">供货小鹏</div></td></tr>
|
||
<tr><td>森麒麟</td><td><a href="https://valuefrontier.cn/company?scode=002984" target="_blank" class="link link-hover text-cyan-400">002984</a></td><td>小鹏飞行汽车合作进度第三，轮胎获得定点</td><td><div class="badge badge-info badge-outline">供货小鹏</div></td></tr>
|
||
<tr><td>北斗星通</td><td><a href="https://valuefrontier.cn/company?scode=002151" target="_blank" class="link link-hover text-cyan-400">002151</a></td><td>高精度导航芯片国内市占率第一，60%</td><td><div class="badge badge-secondary badge-outline">整车导航</div></td></tr>
|
||
<tr><td>华测导航</td><td><a href="https://valuefrontier.cn/company?scode=300627" target="_blank" class="link link-hover text-cyan-400">300627</a></td><td>高精度GNSS市占率国内第二，20%</td><td><div class="badge badge-secondary badge-outline">整车导航</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-200">基础设施-管理运营</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra">
|
||
<thead class="bg-black/20 text-base text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>莱斯信息</td><td><a href="https://valuefrontier.cn/company?scode=688631" target="_blank" class="link link-hover text-cyan-400">688631</a></td><td>空管自动化系统国内市占率第一</td><td><div class="badge badge-success badge-outline">管理</div></td></tr>
|
||
<tr><td>深城交</td><td><a href="https://valuefrontier.cn/company?scode=301091" target="_blank" class="link link-hover text-cyan-400">301091</a></td><td>开发建设深圳低空经济智能融合系统软件平台</td><td><div class="badge badge-info badge-outline">建设</div></td></tr>
|
||
<tr><td>华设集团</td><td><a href="https://valuefrontier.cn/company?scode=603018" target="_blank" class="link link-hover text-cyan-400">603018</a></td><td>提供低空政策咨询、空域规划、标准制定等咨询业务</td><td><div class="badge badge-primary badge-outline">规划</div></td></tr>
|
||
<tr><td>四川九洲</td><td><a href="https://valuefrontier.cn/company?scode=000801" target="_blank" class="link link-hover text-cyan-400">000801</a></td><td>公司空管产品已在四川省低空试点开展应用</td><td><div class="badge badge-success badge-outline">管理</div></td></tr>
|
||
<tr><td>中信海直</td><td><a href="https://valuefrontier.cn/company?scode=000099" target="_blank" class="link link-hover text-cyan-400">000099</a></td><td>通用航空业首家A股上市公司，发展低空游览业务</td><td><div class="badge badge-warning badge-outline">营运</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-2xl font-semibold mb-4 text-cyan-200">场景应用</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table table-zebra">
|
||
<thead class="bg-black/20 text-base text-gray-300">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>永悦科技</td><td><a href="https://valuefrontier.cn/company?scode=603879" target="_blank" class="link link-hover text-cyan-400">603879</a></td><td>进度A股第一，物流无人机是公司拓展物流领域市场主力产品</td><td><div class="badge badge-primary badge-outline">物流</div></td></tr>
|
||
<tr><td>顺丰控股</td><td><a href="https://valuefrontier.cn/company?scode=002352" target="_blank" class="link link-hover text-cyan-400">002352</a></td><td>顺丰应用自研物流无人机，扩大业务投送范围</td><td><div class="badge badge-primary badge-outline">物流</div></td></tr>
|
||
<tr><td>岭南控股</td><td><a href="https://valuefrontier.cn/company?scode=000524" target="_blank" class="link link-hover text-cyan-400">000524</a></td><td>与亿航智能构建旅游+飞行器产业合作</td><td><div class="badge badge-accent badge-outline">旅游</div></td></tr>
|
||
<tr><td>威海广泰</td><td><a href="https://valuefrontier.cn/company?scode=002111" target="_blank" class="link link-hover text-cyan-400">002111</a></td><td>公司研发的消防救援无人机主要用于各种应急场景</td><td><div class="badge badge-secondary badge-outline">应急</div></td></tr>
|
||
<tr><td>航天彩虹</td><td><a href="https://valuefrontier.cn/company?scode=002389" target="_blank" class="link link-hover text-cyan-400">002389</a></td><td>军用无人机综合实力第一，旗下有彩虹系</td><td><div class="badge badge-warning badge-outline">军用</div></td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
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</main>
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<footer class="text-center mt-16 py-8 border-t border-gray-800">
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<p class="text-gray-500 text-sm">© 2024 北京价值前沿科技有限公司. AI投研. 版权所有.</p>
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])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [5059, 10000, 20000, 35000]
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |