642 lines
60 KiB
HTML
642 lines
60 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>低空经济&飞行汽车概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" 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/dist/full.min.css" rel="stylesheet">
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/three.js/r134/three.min.js"></script>
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<script src="https://cdnjs.cloudflare.com/ajax/libs/vanta/0.5.24/vanta.waves.min.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, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.section-card {
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backdrop-filter: blur(10px);
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background-color: rgba(255, 255, 255, 0.85);
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border: 1px solid rgba(255, 255, 255, 0.3);
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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
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}
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.highlight-text {
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background: linear-gradient(120deg, #84fab0 0%, #8fd3f4 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-color: #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: 0;
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bottom: 0;
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width: 2px;
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background-color: #e5e7eb;
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}
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.stock-table {
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overflow-x: auto;
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}
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.stock-table table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.section-card {
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margin-bottom: 1rem;
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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 id="particles-js" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 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-gray-800">低空经济&飞行汽车</h1>
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<p class="text-xl text-gray-600 mb-2">战略性新兴产业深度分析</p>
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<div class="flex justify-center items-center space-x-2">
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<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">2024年4月25日</span>
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<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">产业化前夜</span>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">低空经济处于"政策-技术-商业化"三重共振的<strong class="text-blue-600">产业化前夜</strong>,2024-2025年为"0-1"突破期。</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700">政策强制开放低空空域(300米以下非管制区)+ 中国供应链成本优势(电机/电池降本<strong class="text-green-600">30%+</strong>)。</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">2030年中国eVTOL市场规模<strong class="text-purple-600">1883亿元</strong>(摩根士丹利预测),占全球35%,但当前渗透率<0.1%。</p>
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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="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i>概念事件
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</h2>
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<div class="space-y-4">
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<div class="flex">
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<div class="flex-shrink-0 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center mr-4">
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<i class="fas fa-landmark text-blue-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">政策催化</h3>
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<p class="text-gray-600">2023年12月中央经济工作会议首次将低空经济列为"战略性新兴产业",2024年两会写入政府工作报告,深圳、珠海等地密集出台补贴(如珠海对飞行汽车企业奖励<strong>1500万元/家</strong>)。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex-shrink-0 w-12 h-12 bg-green-100 rounded-full flex items-center justify-center mr-4">
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<i class="fas fa-rocket text-green-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">技术突破</h3>
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<p class="text-gray-600">2024年3月亿航智能获全球首张eVTOL生产许可证(PC),小鹏汇天"旅航者X2"完成公开试飞,山东招标<strong>2000架飞行汽车</strong>。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex-shrink-0 w-12 h-12 bg-purple-100 rounded-full flex items-center justify-center mr-4">
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<i class="fas fa-handshake text-purple-600"></i>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800">商业化节点</h3>
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<p class="text-gray-600">2025年珠海-深圳航线计划商业化运营,2026年小鹏分体式飞行汽车量产(已获<strong>4000台订单</strong>)。</p>
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</div>
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</div>
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</div>
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<!-- 时间轴 -->
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<div class="mt-8">
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<h3 class="font-semibold text-gray-800 mb-4">发展时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800">2023Q4</h4>
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<p class="text-gray-600">政策定调(中央经济工作会议)</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800">2024Q1</h4>
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<p class="text-gray-600">亿航三证齐全、小鹏试飞</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800">2024Q2</h4>
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<p class="text-gray-600">山东招标、广州量产工厂动工(年产能<strong>1万台</strong>)</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-semibold text-gray-800">2025-2026</h4>
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<p class="text-gray-600">规模化交付窗口期</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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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-gray-800 mb-3">核心驱动力</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-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium text-gray-800">政策</p>
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<p class="text-gray-600 text-sm">2024年《空域管理条例》下放600米以下空域管理权至地方,深圳等地规划<strong>1200个起降点</strong>(2026年建成)。</p>
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</div>
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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-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium text-gray-800">技术</p>
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<p class="text-gray-600 text-sm">电池能量密度突破(宁德时代航空电池<strong>500Wh/kg</strong>),电机国产化(卧龙电驱30kW系统通过验收)。</p>
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</div>
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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-500 mt-1 mr-2"></i>
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<div>
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<p class="font-medium text-gray-800">成本</p>
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<p class="text-gray-600 text-sm">多旋翼机型价格从<strong>239万元降至50-60万元</strong>(中泰机械路演),运营成本较直升机降低<strong>90%</strong>。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800 mb-3">市场热度与预期差</h3>
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<div class="space-y-3">
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<div class="bg-blue-50 p-3 rounded-lg">
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<p class="font-medium text-gray-800">市场热度</p>
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<p class="text-gray-600 text-sm">2024年2月低空经济指数涨幅<strong>17%</strong>(同期AI指数24%),资金呈现"高切低"特征(华福证券)。</p>
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</div>
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<div class="bg-yellow-50 p-3 rounded-lg">
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<p class="font-medium text-gray-800">预期差</p>
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<p class="text-gray-600 text-sm">市场认知:过度聚焦整机厂(如万丰奥威),忽视<strong>空管系统</strong>(莱斯信息市占率42%)和<strong>碳纤维材料</strong>(中复神鹰)的瓶颈价值。</p>
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</div>
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<div class="bg-red-50 p-3 rounded-lg">
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<p class="font-medium text-gray-800">被忽略点</p>
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<p class="text-gray-600 text-sm">适航认证周期可能超预期(国内TC平均需<strong>6.5年</strong>,亿航仅用4年属特例)。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-route text-green-500 mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="font-semibold text-gray-800 mb-3">近期催化剂(3-6个月)</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 bg-blue-100 rounded-full flex items-center justify-center mr-3">
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<i class="fas fa-file-alt text-blue-600 text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">政策</p>
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<p class="text-gray-600 text-sm">2024年Q3低空经济"十五五"规划草案、第二批试点城市名单(合肥/成都等)。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
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<i class="fas fa-shopping-cart text-green-600 text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">订单</p>
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<p class="text-gray-600 text-sm">亿航EH216-S交付量(2024年目标<strong>300架</strong>)、小鹏汇天陆地航母订单落地。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 bg-purple-100 rounded-full flex items-center justify-center mr-3">
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<i class="fas fa-microchip text-purple-600 text-sm"></i>
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</div>
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<div>
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<p class="font-medium text-gray-800">技术</p>
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<p class="text-gray-600 text-sm">固态电池适航认证进展(孚能科技<strong>402Wh/kg</strong>半固态电池)。</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="font-semibold text-gray-800 mb-3">长期路径</h3>
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<div class="space-y-3">
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<div class="relative pl-8">
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<div class="absolute left-0 top-0 bottom-0 w-0.5 bg-gray-200"></div>
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<div class="absolute left-0 top-0 w-3 h-3 bg-blue-500 rounded-full transform -translate-x-1/2"></div>
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<div class="mb-4">
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<p class="font-medium text-gray-800">2024-2025</p>
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<p class="text-gray-600 text-sm">货运先行(美团无人机深圳20条航线常态化)。</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="absolute left-0 top-0 bottom-0 w-0.5 bg-gray-200"></div>
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<div class="absolute left-0 top-0 w-3 h-3 bg-green-500 rounded-full transform -translate-x-1/2"></div>
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<div class="mb-4">
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<p class="font-medium text-gray-800">2026-2027</p>
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<p class="text-gray-600 text-sm">载人观光/短途运输商业化(珠海-深圳航线票价<strong>300元/次</strong>)。</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="absolute left-0 top-0 w-3 h-3 bg-purple-500 rounded-full transform -translate-x-1/2"></div>
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<div>
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<p class="font-medium text-gray-800">2028-2030</p>
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<p class="text-gray-600 text-sm">城市空中交通(UAM)网络成型,需<strong>5万架eVTOL</strong>(国信证券测算)。</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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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
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<i class="fas fa-sitemap text-indigo-500 mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="font-semibold text-gray-800 mb-3">产业链图谱</h3>
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<div class="flex flex-wrap gap-2">
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<span class="px-3 py-1 bg-blue-100 text-blue-800 rounded-full text-sm font-medium">上游:电池(宁德时代)、电机(卧龙电驱)、碳纤维(中复神鹰)</span>
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<span class="px-3 py-1 bg-green-100 text-green-800 rounded-full text-sm font-medium">中游:整机(亿航智能、小鹏汇天)、空管系统(莱斯信息)</span>
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<span class="px-3 py-1 bg-purple-100 text-purple-800 rounded-full text-sm font-medium">下游:运营(中信海直)、旅游(西域旅游)</span>
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</div>
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</div>
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<div>
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<h3 class="font-semibold text-gray-800 mb-3">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gray-50">
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<tr>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">进展验证</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">亿航智能</td>
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<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">全球龙头</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">三证齐全,订单<strong>1868架</strong></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">多旋翼机型续航仅50公里</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">小鹏汇天</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">车企跨界</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">分体式设计获<strong>4000台订单</strong></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">2026年量产或延迟</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">万丰奥威</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">整机+材料</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">钻石eDA40首飞,碳纤维机身</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">传统通航转型不确定性</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">莱斯信息</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">空管系统</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">中标20省市低空平台,市占率42%</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">政策落地节奏影响订单</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-green-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-800 mb-2">验证点</h4>
|
||
<p class="text-gray-700">广州量产工厂(年产能1万台)已动工,印证供应链准备就绪。</p>
|
||
</div>
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-red-800 mb-2">证伪点</h4>
|
||
<p class="text-gray-700">中泰路演称"2025年3,000架eVTOL投入运营",但当前仅亿航获PC证,其余厂商TC进度落后<strong>1-2年</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-red-800 mb-2">技术风险</h3>
|
||
<p class="text-gray-700">倾转旋翼机型适航认证无先例(沃飞VT30进度<strong>落后预期半年</strong>)。</p>
|
||
</div>
|
||
<div class="bg-orange-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-orange-800 mb-2">商业化风险</h3>
|
||
<p class="text-gray-700">观光场景客单价<strong>300元/次</strong>需政府补贴(珠海补贴<strong>150元/架次</strong>)维持盈利。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-yellow-800 mb-2">政策风险</h3>
|
||
<p class="text-gray-700">军方空域审批权下放进度可能低于预期(湖南模式耗时<strong>3年</strong>才全域开放)。</p>
|
||
</div>
|
||
<div class="bg-purple-50 p-4 rounded-lg">
|
||
<h3 class="font-semibold text-purple-800 mb-2">信息矛盾</h3>
|
||
<p class="text-gray-700">路演称"2026年TC批量落地",但专家预测<strong>倾转旋翼机型需2028年后</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-chart-line text-blue-500 mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-2">阶段判断</h3>
|
||
<p class="text-gray-700">当前处于<strong class="text-blue-600">主题炒作向基本面过渡</strong>阶段,2024Q4起订单/交付数据将成试金石。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
|
||
<span class="text-green-800 font-bold text-sm">1</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">优先</p>
|
||
<p class="text-gray-600 text-sm">空管系统(莱斯信息)+ 碳纤维(中复神鹰),技术壁垒高且政策强制需求;</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 bg-blue-100 rounded-full flex items-center justify-center mr-3">
|
||
<span class="text-blue-800 font-bold text-sm">2</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">次优</p>
|
||
<p class="text-gray-600 text-sm">电池龙头(宁德时代),固态电池适航认证后<strong>单架价值量提升3倍</strong>;</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 bg-red-100 rounded-full flex items-center justify-center mr-3">
|
||
<span class="text-red-800 font-bold text-sm">3</span>
|
||
</div>
|
||
<div>
|
||
<p class="font-medium text-gray-800">回避</p>
|
||
<p class="text-gray-600 text-sm">纯概念整机厂(如部分未获TC的企业)。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-800 mb-3">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-3">
|
||
<div class="bg-gray-50 p-3 rounded-lg">
|
||
<p class="font-medium text-gray-800 mb-1">订单</p>
|
||
<p class="text-gray-600 text-sm">亿航/小鹏2024年交付量(需>200架验证商业化)</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-3 rounded-lg">
|
||
<p class="font-medium text-gray-800 mb-1">政策</p>
|
||
<p class="text-gray-600 text-sm">2024年Q3第二批试点城市空域开放面积(目标>1000平方公里)</p>
|
||
</div>
|
||
<div class="bg-gray-50 p-3 rounded-lg">
|
||
<p class="font-medium text-gray-800 mb-1">成本</p>
|
||
<p class="text-gray-600 text-sm">航空电池价格(需降至<strong>0.8元/Wh</strong>以下实现盈利)</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-gray-800 flex items-center">
|
||
<i class="fas fa-table text-indigo-500 mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 股票分类标签 -->
|
||
<div class="flex flex-wrap gap-2 mb-4">
|
||
<button class="tab-btn px-4 py-2 bg-blue-500 text-white rounded-lg text-sm font-medium" data-category="低空经济&飞行汽车(240425)">低空经济&飞行汽车</button>
|
||
<button class="tab-btn px-4 py-2 bg-gray-200 text-gray-700 rounded-lg text-sm font-medium" data-category="低空经济(240418)">低空经济(240418)</button>
|
||
<button class="tab-btn px-4 py-2 bg-gray-200 text-gray-700 rounded-lg text-sm font-medium" data-category="低空经济(250224)">低空经济(250224)</button>
|
||
<button class="tab-btn px-4 py-2 bg-gray-200 text-gray-700 rounded-lg text-sm font-medium" data-category="飞行汽车eVTOL(240116)">飞行汽车eVTOL</button>
|
||
<button class="tab-btn px-4 py-2 bg-gray-200 text-gray-700 rounded-lg text-sm font-medium" data-category="低空经济产业链汇集(240418)">产业链汇集</button>
|
||
<button class="tab-btn px-4 py-2 bg-gray-200 text-gray-700 rounded-lg text-sm font-medium" data-category="低空设计(240421)">低空设计</button>
|
||
</div>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<div class="stock-table">
|
||
<div id="stock-table-container">
|
||
<!-- 表格内容将通过JavaScript动态生成 -->
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 30,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
|
||
// 股票数据
|
||
const stockData = [{"低空经济&飞行汽车(240425)": [{"stock": "三祥新材", "项目": "氧化锆产品应用于固态电池材料", "产业链": "上游材料供应商", "reason": "公司的氧化锆产品可作为固态电池相关材料,直接关联固态电池产业链上游"}, {"stock": "中瑞股份", "客户": "LG新能源、力神电池等五大固态电池企业", "技术": "402Wh/kg半固态电池研发", "产业链": "圆柱型锂电池生产", "reason": "作为全球圆柱锂电池龙头,其客户覆盖主流固态电池企业,且力神电池已推出高能量密度半固态电池"}, {"stock": "紫建电子", "技术": "高倍率充放电固态电池专利", "产业链": "固态电池电解质研发", "reason": "拥有固态电池专利技术,引入固态电解质层提升能量密度和倍率性能"}, {"stock": "道氏技术", "技术": "固态电池相关专利", "产业链": "导电剂材料供应", "reason": "石墨烯导电剂和碳纳米管导电剂可应用于储能电池和固态电池领域"}, {"stock": "金龙羽", "项目": "3亿元固态电池技术研发", "产业链": "固态电池关键材料研发", "reason": "子公司计划投入3亿元研发固态电池及其关键材料,推动产业化进程"}, {"stock": "亿纬锂能", "技术": "固液混合半固态电池", "产业链": "全固态薄膜软包电池", "reason": "半固态电池为固液混合体系,固态电池基于陶瓷电解质制备全固态薄膜软包电池"}]}, {"低空经济(240418)": [{"stock": "苏交科", "行业": "低空应用飞行服务", "产业链": "无人机设备检测", "reason": "公司涉及低空飞行服务及无人机检测业务"}, {"stock": "恒拓开源", "行业": "低空基础设施建设", "产业链": "低空飞行保障产业", "reason": "参与低空基础设施及飞行保障体系建设"}, {"stock": "一博科技", "产品应用": "低空飞行汽车", "reason": "公司服务或产品应用于低空飞行汽车领域"}, {"stock": "金盾股份", "项目": 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"reason": "数据缺失,未提供净利润和PE值"}, {"stock": "华维设计", "行业": "建筑设计", "企业性质": "民企", "所在区域": "江西省", "总市值(亿元)": 12, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}, {"stock": "尤安设计", "行业": "建筑设计", "企业性质": "民企", "所在区域": "江西省", "总市值(亿元)": 29, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}, {"stock": "霍普股份", "行业": "建筑设计", "企业性质": "民企", "所在区域": "江西省", "总市值(亿元)": 12, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}, {"stock": "华建集团", "行业": "建筑设计", "企业性质": "国企", "所在区域": "上海", "总市值(亿元)": 52, "净利润2024E(亿元)": 5.9, "2024PE": 9, "reason": "数据来源Wind,东吴证券研究所;净利润和PE值已提供"}, {"stock": "同济科技", "行业": "工程服务", "企业性质": "国企", "所在区域": "上海", "总市值(亿元)": 47, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}, {"stock": "上海建科", "行业": "建筑科技", "企业性质": "国企", "所在区域": "上海", "总市值(亿元)": 79, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}, {"stock": "华图山鼎", "行业": "建筑设计", "企业性质": "民企", "所在区域": "四川省", "总市值(亿元)": 127, "净利润2024E(亿元)": 0.4, "2024PE": 343, "reason": "数据来源Wind,东吴证券研究所;净利润和PE值已提供"}, {"stock": "筑博设计", "行业": "建筑设计", "企业性质": "民企", "所在区域": "西藏自治区", "总市值(亿元)": 16, "净利润2024E(亿元)": 1.2, "2024PE": 14, "reason": "数据来源Wind,东吴证券研究所;净利润和PE值已提供"}, {"stock": "中设咨询", "行业": "工程咨询", "企业性质": "民企", "所在区域": "重庆", "总市值(亿元)": 5, "净利润2024E(亿元)": "-", "2024PE": "-", "reason": "数据缺失,未提供净利润和PE值"}]}];
|
||
|
||
// 当前选中的分类
|
||
let currentCategory = "低空经济&飞行汽车(240425)";
|
||
|
||
// 生成表格HTML
|
||
function generateTable(data) {
|
||
if (!data || data.length === 0) {
|
||
return '<p class="text-center text-gray-500 py-4">暂无数据</p>';
|
||
}
|
||
|
||
// 获取所有可能的列名
|
||
const allKeys = new Set();
|
||
data.forEach(item => {
|
||
Object.keys(item).forEach(key => {
|
||
if (key !== 'reason') { // 排除reason字段,因为它通常很长
|
||
allKeys.add(key);
|
||
}
|
||
});
|
||
});
|
||
|
||
const columns = Array.from(allKeys);
|
||
|
||
let html = '<div class="overflow-x-auto"><table class="min-w-full bg-white rounded-lg overflow-hidden">';
|
||
html += '<thead class="bg-gray-50"><tr>';
|
||
|
||
// 添加表头
|
||
columns.forEach(col => {
|
||
html += `<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">${col}</th>`;
|
||
});
|
||
|
||
html += '<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联理由</th>';
|
||
html += '</tr></thead><tbody class="divide-y divide-gray-200">';
|
||
|
||
// 添加表格内容
|
||
data.forEach(item => {
|
||
html += '<tr>';
|
||
columns.forEach(col => {
|
||
const value = item[col] || '-';
|
||
html += `<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-900">${value}</td>`;
|
||
});
|
||
|
||
// 添加reason列
|
||
const reason = item.reason || '-';
|
||
html += `<td class="px-4 py-3 text-sm text-gray-500 max-w-xs truncate" title="${reason}">${reason}</td>`;
|
||
html += '</tr>';
|
||
});
|
||
|
||
html += '</tbody></table></div>';
|
||
return html;
|
||
}
|
||
|
||
// 渲染表格
|
||
function renderTable(category) {
|
||
const categoryData = stockData.find(item => item[category]);
|
||
if (categoryData) {
|
||
const data = categoryData[category];
|
||
document.getElementById('stock-table-container').innerHTML = generateTable(data);
|
||
} else {
|
||
document.getElementById('stock-table-container').innerHTML = '<p class="text-center text-gray-500 py-4">暂无数据</p>';
|
||
}
|
||
}
|
||
|
||
// 初始化表格
|
||
renderTable(currentCategory);
|
||
|
||
// 标签切换事件
|
||
document.querySelectorAll('.tab-btn').forEach(btn => {
|
||
btn.addEventListener('click', function() {
|
||
// 更新按钮样式
|
||
document.querySelectorAll('.tab-btn').forEach(b => {
|
||
b.classList.remove('bg-blue-500', 'text-white');
|
||
b.classList.add('bg-gray-200', 'text-gray-700');
|
||
});
|
||
this.classList.remove('bg-gray-200', 'text-gray-700');
|
||
this.classList.add('bg-blue-500', 'text-white');
|
||
|
||
// 更新当前分类并重新渲染表格
|
||
currentCategory = this.getAttribute('data-category');
|
||
renderTable(currentCategory);
|
||
});
|
||
});
|
||
|
||
// 添加滚动动画
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('animate-fadeIn');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.section-card').forEach(card => {
|
||
observer.observe(card);
|
||
});
|
||
|
||
// 添加CSS动画
|
||
const style = document.createElement('style');
|
||
style.textContent = `
|
||
@keyframes fadeIn {
|
||
from { opacity: 0; transform: translateY(20px); }
|
||
to { opacity: 1; transform: translateY(0); }
|
||
}
|
||
.animate-fadeIn {
|
||
animation: fadeIn 0.6s ease-out forwards;
|
||
}
|
||
`;
|
||
document.head.appendChild(style);
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |