1027 lines
55 KiB
HTML
1027 lines
55 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>信息支援概念分析报告</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<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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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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body {
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font-family: 'Inter', 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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.card-gradient {
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background: linear-gradient(135deg, rgba(30, 41, 59, 0.8) 0%, rgba(15, 23, 42, 0.9) 100%);
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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(90deg, #60a5fa 0%, #3b82f6 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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.timeline-dot {
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width: 12px;
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height: 12px;
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background: #3b82f6;
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border-radius: 50%;
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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: -18px;
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width: 1px;
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background: rgba(148, 163, 184, 0.2);
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container::-webkit-scrollbar {
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height: 8px;
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}
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.table-container::-webkit-scrollbar-track {
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background: rgba(30, 41, 59, 0.5);
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border-radius: 4px;
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}
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.table-container::-webkit-scrollbar-thumb {
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background: rgba(59, 130, 246, 0.5);
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border-radius: 4px;
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}
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.table-container::-webkit-scrollbar-thumb:hover {
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background: rgba(59, 130, 246, 0.7);
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}
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.badge-primary {
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background: rgba(59, 130, 246, 0.2);
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color: #60a5fa;
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padding: 2px 8px;
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border-radius: 12px;
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font-size: 0.75rem;
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font-weight: 500;
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}
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.progress-bar {
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height: 4px;
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background: rgba(59, 130, 246, 0.2);
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border-radius: 2px;
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overflow: hidden;
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}
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.progress-fill {
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height: 100%;
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background: linear-gradient(90deg, #3b82f6 0%, #60a5fa 100%);
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border-radius: 2px;
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}
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@media (max-width: 768px) {
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.card-body {
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padding: 1rem;
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}
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h1 {
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font-size: 1.75rem;
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}
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h2 {
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font-size: 1.5rem;
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}
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h3 {
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font-size: 1.25rem;
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}
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}
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</style>
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</head>
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<body>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">信息支援概念分析报告</h1>
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<p class="text-lg text-slate-400">深度解析军工信息化与卫星互联网投资机会</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-gradient rounded-xl shadow-xl mb-8">
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<div class="card-body p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<div class="flex items-center mb-3">
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<i class="fas fa-chart-line text-blue-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">阶段判断</h3>
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</div>
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<p class="text-slate-300">信息支援概念处于<span class="text-blue-400 font-medium">政策落地→订单验证→业绩兑现</span>的早期基本面驱动阶段，非纯主题炒作。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<div class="flex items-center mb-3">
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<i class="fas fa-rocket text-blue-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">核心驱动力</h3>
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</div>
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<p class="text-slate-300">军队信息化预算倾斜（"十四五"冲刺年）+ 卫星互联网组网加速（千帆星座）+ AI军事化应用（网络空间地图）。</p>
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</div>
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<div class="flex items-center mb-3">
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<i class="fas fa-globe text-blue-400 text-xl mr-3"></i>
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<h3 class="text-lg font-semibold">未来潜力</h3>
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</div>
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<p class="text-slate-300">2025年军工信息化订单或爆发，卫星互联网商业化打开<span class="text-blue-400 font-medium">千亿级民用市场</span>。</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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<!-- 概念事件 -->
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<div class="card-gradient rounded-xl shadow-xl mb-8">
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<div class="card-body p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-slate-200">时间轴</h3>
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<div class="space-y-6">
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
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<div class="flex items-center mb-2">
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<span class="badge-primary mr-3">2024-04-19</span>
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<h4 class="font-medium text-slate-200">信息支援部队成立</h4>
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</div>
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<p class="text-slate-400 text-sm">中国人民解放军调整组建信息支援部队，统筹网络信息体系建设，填补"第五空间"（网络空间）防御空白。</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
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<div class="flex items-center mb-2">
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<span class="badge-primary mr-3">2024-12-04</span>
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<h4 class="font-medium text-slate-200">总书记视察信息支援部队</h4>
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</div>
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<p class="text-slate-400 text-sm">强调"网络信息体系在现代战争中的地位作用空前凸显"，要求加快备战打仗能力。</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
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<div class="flex items-center mb-2">
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<span class="badge-primary mr-3">2024-12-05</span>
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<h4 class="font-medium text-slate-200">千帆星座第三批卫星发射</h4>
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</div>
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<p class="text-slate-400 text-sm">在轨卫星增至54颗，文昌卫星超级工厂2025年投产。</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
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<div class="flex items-center mb-2">
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<span class="badge-primary mr-3">2025-02-24</span>
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<h4 class="font-medium text-slate-200">AI+军工重塑国防信息体系</h4>
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</div>
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<p class="text-slate-400 text-sm">华创计算机路演提出"AI+军工"重塑国防信息体系，聚焦网络空间地图、卫星加密、网络靶场三大方向。</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-slate-200">催化逻辑</h3>
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<div class="bg-blue-900/20 rounded-lg p-5 border border-blue-700/30">
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<p class="text-slate-300">军事需求（信息支援部队成立）+ 民用转化（卫星互联网/北斗）+ 技术突破（AI+军工）形成"军转民"闭环，政策与技术双轮驱动。</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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<!-- 核心驱动力 -->
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<div class="card-gradient rounded-xl shadow-xl mb-8">
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<div class="card-body p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">核心驱动力</h2>
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<div class="overflow-x-auto">
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<table class="w-full">
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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 text-slate-400 font-medium text-sm uppercase">维度</th>
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<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">具体内容</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-4 px-4">
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<div class="flex items-center">
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<i class="fas fa-file-alt text-blue-400 mr-3"></i>
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<span class="font-medium text-slate-200">政策</span>
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</div>
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</td>
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<td class="py-4 px-4 text-slate-400">
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信息支援部队成立标志军队信息化从"分散建设"转向"体系作战"，2025年预算占比或超<span class="text-blue-400 font-medium">30%</span>（民生计算机）。
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</td>
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</tr>
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<tr class="border-b border-slate-800">
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<td class="py-4 px-4">
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<div class="flex items-center">
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<i class="fas fa-microchip text-blue-400 mr-3"></i>
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<span class="font-medium text-slate-200">技术</span>
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</div>
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</td>
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<td class="py-4 px-4 text-slate-400">
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AI+军工三大场景：<span class="text-blue-400 font-medium">网络空间地图</span>（测绘漏洞）、<span class="text-blue-400 font-medium">网络靶场</span>（仿真训练）、<span class="text-blue-400 font-medium">卫星加密</span>（星链对抗）。
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</td>
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</tr>
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<tr>
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<td class="py-4 px-4">
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<div class="flex items-center">
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<i class="fas fa-industry text-blue-400 mr-3"></i>
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<span class="font-medium text-slate-200">产业</span>
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</div>
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</td>
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<td class="py-4 px-4 text-slate-400">
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卫星互联网进入<span class="text-blue-400 font-medium">密集组网期</span>（千帆星座54颗→2025年千颗），文昌工厂"出厂即发射"降本50%。
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</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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<!-- 市场热度与情绪 -->
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<div class="card-gradient rounded-xl shadow-xl mb-8">
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<div class="card-body p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">市场热度与情绪</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<h3 class="text-lg font-semibold mb-4 text-slate-200">新闻热度</h3>
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<div class="space-y-3">
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<div class="flex items-center justify-between">
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<span class="text-slate-400">12月4-6日券商报告数量</span>
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<span class="text-blue-400 font-medium">3家</span>
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</div>
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<div class="flex items-center justify-between">
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<span class="text-slate-400">海格通信被提及次数</span>
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<span class="text-blue-400 font-medium">6次</span>
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</div>
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<div class="mt-4">
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<div class="flex items-center justify-between mb-2">
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<span class="text-slate-400 text-sm">市场关注度</span>
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<span class="text-slate-400 text-sm">85%</span>
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</div>
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<div class="progress-bar">
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<div class="progress-fill" style="width: 85%"></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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<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
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<h3 class="text-lg font-semibold mb-4 text-slate-200">情绪分歧</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-400 mt-1 mr-3"></i>
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<p class="text-slate-400 text-sm">路演中部分分析师认为"战略支援部队撤销"为误读（实际未官宣），但信息支援部队职能明确化是共识。</p>
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</div>
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||
<div class="flex items-start">
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||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
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<p class="text-slate-400 text-sm">市场对军工信息化和卫星互联网两条主线认可度高，预期2025年订单爆发。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
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||
</div>
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||
|
||
<!-- 预期差分析 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
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<div class="card-body p-6 md:p-8">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">预期差分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
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<thead>
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||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">市场预期</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">实际进展/风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-4 px-4 text-slate-300">军工信息化订单2025爆发</td>
|
||
<td class="py-4 px-4 text-slate-400">
|
||
<span class="text-yellow-400">航天电器</span>2024年产能受限，订单延迟至2025（长江军工）。
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4 text-slate-300">卫星互联网民用场景</td>
|
||
<td class="py-4 px-4 text-slate-400">
|
||
<span class="text-yellow-400">中科星图</span>数字地球已用于水利应急（870亿市场），但To C教育场景尚未放量。
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
|
||
<div class="card-body p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">关键催化剂</h2>
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">近期催化剂（3-6个月）</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-gavel text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">2025年军工集采</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">信息支援部队首批项目招标（预计Q3启动），网络空间地图（项目安全）、卫星加密（普天科技）或中标。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-satellite text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">千帆星座加速</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">2025年计划发射300颗卫星，海格通信（卫星载荷）、铖昌科技（相控阵芯片）订单弹性大。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-plane text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">珠海航展催化</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">2024年11月航展或展示信息支援装备，航天彩虹（无人机）、中无人机（高空长航时）军贸预期升温。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">长期路径（2025-2030）</h3>
|
||
<div class="bg-slate-800/50 rounded-lg p-6 border border-slate-700/50">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-500/20 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-blue-400 font-bold">2025</span>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">军工订单爆发</p>
|
||
</div>
|
||
<div class="text-blue-400">
|
||
<i class="fas fa-arrow-right text-xl"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-500/20 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-blue-400 font-bold">2026</span>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">卫星互联网商用</p>
|
||
</div>
|
||
<div class="text-blue-400">
|
||
<i class="fas fa-arrow-right text-xl"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-500/20 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-blue-400 font-bold">2027</span>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">AI+军工生态成熟</p>
|
||
</div>
|
||
<div class="text-blue-400">
|
||
<i class="fas fa-arrow-right text-xl"></i>
|
||
</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-500/20 rounded-full flex items-center justify-center mx-auto mb-2">
|
||
<span class="text-blue-400 font-bold">2030</span>
|
||
</div>
|
||
<p class="text-slate-300 text-sm">军民一体化信息支援体系</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
|
||
<div class="card-body p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">产业链与核心公司</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 bg-blue-500/20 rounded-lg flex items-center justify-center mr-3">
|
||
<i class="fas fa-microchip text-blue-400"></i>
|
||
</div>
|
||
<h4 class="font-medium text-slate-200">上游</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm mb-3">电子元器件</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">紫光国微 - 加密芯片</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">鸿远电子 - MLCC</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 bg-blue-500/20 rounded-lg flex items-center justify-center mr-3">
|
||
<i class="fas fa-broadcast-tower text-blue-400"></i>
|
||
</div>
|
||
<h4 class="font-medium text-slate-200">中游</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm mb-3">通信设备</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">海格通信 - 北斗/卫星</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">七一二 - 军用通信</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-10 h-10 bg-blue-500/20 rounded-lg flex items-center justify-center mr-3">
|
||
<i class="fas fa-network-wired text-blue-400"></i>
|
||
</div>
|
||
<h4 class="font-medium text-slate-200">下游</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm mb-3">系统集成</p>
|
||
<div class="space-y-2">
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">中科星图 - 数字地球</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mr-2"></span>
|
||
<span class="text-slate-300 text-sm">普天科技 - 应急通信网</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">公司</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">业务纯度</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">竞争优势</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-4 px-4">
|
||
<span class="font-medium text-blue-400">海格通信</span>
|
||
</td>
|
||
<td class="py-4 px-4">
|
||
<div class="flex items-center">
|
||
<div class="flex mr-2">
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="far fa-star text-yellow-400 text-xs"></i>
|
||
</div>
|
||
<span class="text-slate-400 text-sm">★★★★☆</span>
|
||
</div>
|
||
</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">北斗三号芯片型号最全，卫星互联网国家队</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">军品定价机制压制毛利率</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800">
|
||
<td class="py-4 px-4">
|
||
<span class="font-medium text-blue-400">中科星图</span>
|
||
</td>
|
||
<td class="py-4 px-4">
|
||
<div class="flex items-center">
|
||
<div class="flex mr-2">
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="far fa-star text-yellow-400 text-xs"></i>
|
||
</div>
|
||
<span class="text-slate-400 text-sm">★★★★☆</span>
|
||
</div>
|
||
</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">空天院背景，数字地球垄断水利应急场景</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">关联交易占比高（北斗伏羲1亿采购）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-4 px-4">
|
||
<span class="font-medium text-blue-400">航天电器</span>
|
||
</td>
|
||
<td class="py-4 px-4">
|
||
<div class="flex items-center">
|
||
<div class="flex mr-2">
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="fas fa-star text-yellow-400 text-xs"></i>
|
||
<i class="far fa-star text-yellow-400 text-xs"></i>
|
||
<i class="far fa-star text-yellow-400 text-xs"></i>
|
||
</div>
|
||
<span class="text-slate-400 text-sm">★★★☆☆</span>
|
||
</div>
|
||
</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">导弹连接器龙头，2025年产能释放</td>
|
||
<td class="py-4 px-4 text-slate-400 text-sm">2024年半年报业绩承压（产值受限）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
|
||
<div class="card-body p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-exclamation-triangle text-yellow-400 mr-3"></i>
|
||
<h3 class="text-lg font-semibold text-slate-200">技术风险</h3>
|
||
</div>
|
||
<p class="text-slate-400">卫星加密技术需突破抗干扰瓶颈（美军星链升级对抗）。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-shopping-cart text-yellow-400 mr-3"></i>
|
||
<h3 class="text-lg font-semibold text-slate-200">商业化风险</h3>
|
||
</div>
|
||
<p class="text-slate-400">数字孪生水利870亿市场竞争激烈，中科星图市占率不足10%。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-file-contract text-yellow-400 mr-3"></i>
|
||
<h3 class="text-lg font-semibold text-slate-200">政策风险</h3>
|
||
</div>
|
||
<p class="text-slate-400">军工集采压价风险（航天电器2024年毛利率下滑至35%）。</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-5 border border-slate-700/50">
|
||
<div class="flex items-center mb-3">
|
||
<i class="fas fa-info-circle text-yellow-400 mr-3"></i>
|
||
<h3 class="text-lg font-semibold text-slate-200">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-slate-400">民生计算机称"信息支援部队2024年4月成立"，但官方未明确时间，需跟踪官宣。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
|
||
<div class="card-body p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">综合结论与投资启示</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-blue-900/20 rounded-lg p-5 border border-blue-700/30">
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">阶段判断</h3>
|
||
<p class="text-slate-300">信息支援已从<span class="text-blue-400 font-medium">主题炒作</span>（2024Q2）进入<span class="text-blue-400 font-medium">订单验证期</span>（2024Q4-2025Q2），军工信息化和卫星互联网是两条主线。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<h4 class="font-medium text-blue-400 mb-2">高弹性</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mt-2 mr-2 flex-shrink-0"></span>
|
||
<span class="text-slate-400 text-sm">项目安全（网络空间地图，3年10亿订单）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mt-2 mr-2 flex-shrink-0"></span>
|
||
<span class="text-slate-400 text-sm">铖昌科技（卫星相控阵芯片）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<h4 class="font-medium text-blue-400 mb-2">稳健配置</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mt-2 mr-2 flex-shrink-0"></span>
|
||
<span class="text-slate-400 text-sm">海格通信（北斗+卫星双轮驱动）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<span class="w-2 h-2 bg-blue-400 rounded-full mt-2 mr-2 flex-shrink-0"></span>
|
||
<span class="text-slate-400 text-sm">振华科技（军工电子平台）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-slate-200">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-clipboard-list text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">军工订单</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">2024Q4信息支援部队首批招标金额（预计百亿级）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-satellite text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">卫星发射</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">千帆星座2025年发射频率（目标每月25颗）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 rounded-lg p-4 border border-slate-700/50">
|
||
<div class="flex items-center mb-2">
|
||
<i class="fas fa-chart-line text-blue-400 mr-2"></i>
|
||
<h4 class="font-medium text-slate-200">业绩兑现</h4>
|
||
</div>
|
||
<p class="text-slate-400 text-sm">航天电器2025年股权激励目标8.52亿元净利润完成度</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="bg-red-900/20 rounded-lg p-5 border border-red-700/30">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-red-400 mt-1 mr-3"></i>
|
||
<div>
|
||
<h4 class="font-medium text-red-400 mb-2">风险提示</h4>
|
||
<p class="text-slate-400">若2025年军工预算不及预期（当前预期增速20%+），板块或面临估值回调。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card-gradient rounded-xl shadow-xl mb-8">
|
||
<div class="card-body p-6 md:p-8">
|
||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-gradient">关联股票</h2>
|
||
|
||
<!-- 信息支援概念整理 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">信息支援概念整理（240421）</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">股票</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">产业链</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">海格通信</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用无线通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">北斗导航</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">核心技术研发</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">构筑了北斗系列产品，突破核心技术，为应急救援等提供核心产品</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">四川九洲</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用电子战</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子侦察</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子对抗</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">新增电子战领域业务，满足电子对抗、侦察等需求</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">威海广泰</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">应急救援</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">基地建设</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">装备制造</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">计划投资建设应急救援基地，提高制造水平和产能</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">中科曙光</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">高性能计算</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">云计算</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">信息处理</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">满足信息处理和存储需求，提升部队信息处理能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">太极股份</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">云计算</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">大数据处理</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">作战指挥</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">提供云计算和大数据服务，提升作战指挥和决策能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">七一二</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">超短波通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">核心供应</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">国内军用无线通信装备核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">上海瀚迅</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">专网通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">宽带通讯</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">信息支援</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">通讯设备可能用于信息支援部队的通信网络构建</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">广哈通信</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">指挥通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">调度通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">通信指挥</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">支持信息支援部队的通信指挥系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">盟升电子</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">卫星导航</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">北斗终端</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">导航定位</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">基于北斗卫星导航系统的导航终端设备研发生产</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">高德红外</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">红外技术</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">光电系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">夜间侦察</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">红外热像仪和光电系统用于夜间侦察、监视和目标获取</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">振华科技</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子元器件</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">新型器件</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子设备</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">新型电子元器件应用于各种电子设备和系统</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">鸿远电子</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子元器件</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">模块研发</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">基础组件</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子元器件及模块作为电子设备和系统的基础组件</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 军工信息化 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-slate-200">军工信息化（240422）</h3>
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">股票</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">行业</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">项目</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">分类</th>
|
||
<th class="text-left py-3 px-4 text-slate-400 font-medium text-sm uppercase">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">捷安高科</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工科技</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军队信息化建设</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">虚拟仿真模拟训练系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">子公司郑州捷安军工科技有限公司主营军队信息化建设和虚拟仿真模拟训练系统技术咨询</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">天秦装备</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工材料</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">高分子复合材料加工</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">装备制造</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">主营高分子复合材料及金属材料制品加工，产品服务于多军种</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">国睿科技</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子装备与网信体系</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用防务雷达</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">防务系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">子公司南京国睿防务系统有限公司专注军用防务雷达</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">广哈通信</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军事指挥调度系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">-</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">供应商</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">行业多家军事指挥调度系统供应商之一</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">特发信息</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工信息化</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用信息化装备研发</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">高新技术企业</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">成都傅立叶为军工信息化装备研发制造高新技术企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">普天科技</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">卫星互联网</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">空天地一体化综合业务网</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">战略合作</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">与西安电子科技大学共建联合实验室，面向卫星互联网和低空经济</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">四创电子</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">气象雷达与航管雷达</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">预警机KJ200研制</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工研究所</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">大股东中国电子科技集团38所主导预警机KJ200研制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">天奥电子</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">时间频率产品</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用时间同步技术</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">应用领域</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">时间频率产品应用于武器装备、航空航天等领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">神宇股份</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工射频电缆</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军用射频同轴电缆</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">战略合作</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">与多家军工企业合作研发军用射频同轴电缆</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">振华科技</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工电子</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">卫星通信应用</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">国产化替代</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">产品应用于中国卫星、中国卫通，专注军工电子国产化</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">中富通</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">武器装备质量管理</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">GJB 9001B-2009认证</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工认证</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">通过武器装备质量管理体系认证，获军方质量认证</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">佳讯飞鸿</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">指挥调度系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">铁路通信创新</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">解决方案</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">提供通信、信息、控制一体化指挥调度系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">武汉凡谷</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">无线通信技术</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">技术拓展</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">利用无线通信技术积累拓展军工领域应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">中光防雷</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工防雷技术</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">雷电防护产品</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工认证</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">建立军工防雷技术体系，为武器装备科研生产三级保密单位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">东土科技</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">工业通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">国产自主可控系统</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">技术融合</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">推出道系统7，融合虚拟化、容器技术拓展军用领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">天银机电</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">雷达与电子战</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">子公司华清瑞达</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">核心技术</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">子公司在雷达、电子战领域拥有自主可控核心技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">四川九洲</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">军工电子</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">电子战仿真训练</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">业务拓展</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">收购志良电子布局电子战仿真训练及功能模块定制</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-800 hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">七一二</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">铁路无线通信</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">GSM-R解决方案</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">技术标准</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">推动下一代铁路无线通信LTE-R解决方案</td>
|
||
</tr>
|
||
<tr class="hover:bg-slate-800/30">
|
||
<td class="py-3 px-4">
|
||
<span class="font-medium text-blue-400">海格通信</span>
|
||
</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">无线通信与北斗导航</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">国家卫星互联网</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">多领域覆盖</td>
|
||
<td class="py-3 px-4 text-slate-400 text-sm">融合通信产品进入应急通信领域，参与国家卫星互联网项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加滚动动画效果
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.card-gradient').forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |