740 lines
34 KiB
HTML
740 lines
34 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>卫星出海概念分析报告</title>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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overflow-x: hidden;
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}
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#particles-js {
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position: fixed;
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.card-hover {
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transition: all 0.3s ease;
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</style>
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</head>
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<body class="text-white">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">
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<span class="highlight-text">卫星出海</span>概念分析报告
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</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">
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从政策叙事到订单验证，中国卫星互联网产业迈向全球化的深度解析
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-satellite-dish mr-3 text-blue-400"></i>
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概念事件时间轴 (2020-2025)
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2020-09</span>
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<span class="text-sm text-blue-200">里程碑事件</span>
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</div>
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<p>中国向ITU递交GW星座文件，申请<span class="text-yellow-300 font-bold">12992颗</span>低轨卫星频谱</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2021-04</span>
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<span class="text-sm text-blue-200">国家队成立</span>
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</div>
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<p>中国卫星网络集团（星网）成立，国资委100%控股</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2022-07</span>
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<span class="text-sm text-blue-200">基础设施建设</span>
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</div>
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<p>海南商业发射场开工，规划2025年常态发射、2030年航班化发射</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2023-12</span>
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<span class="text-sm text-blue-200">中国版"星链"启动</span>
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</div>
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<p>长征五号乙首次批量组网发射"国网"01组卫星，标志中国版"星链"启动</p>
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</div>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2024-06</span>
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<span class="text-sm text-blue-200">海外验证</span>
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</div>
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<p>银河航天在泰国完成我国<span class="text-yellow-300 font-bold">首次低轨宽带卫星互联网海外验证</span></p>
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</div>
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</div>
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<div class="timeline-item relative mb-6 pb-6">
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<div class="glass-effect rounded-xl p-4">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-blue-400 font-bold">2024-11</span>
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<span class="text-sm text-blue-200">国际合作</span>
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</div>
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<p>巴西总统卢拉访华，明确希望引入中国卫星互联网服务；上海垣信与巴西洽谈<span class="text-yellow-300 font-bold">两年内落地千帆星座服务</span></p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="glass-effect rounded-xl p-4 border-2 border-yellow-400">
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<div class="flex flex-col md:flex-row md:items-center justify-between mb-2">
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<span class="text-yellow-400 font-bold">2025-05</span>
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<span class="text-sm text-yellow-200">正式出海</span>
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</div>
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<p>垣信卫星互联网<span class="text-yellow-300 font-bold">正式出海巴西</span>，长江通信（迪爱斯中标垣信项目）成为最直接A股映射</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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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-4 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-400"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-900/50 to-purple-900/50 rounded-xl p-6 border-l-4 border-yellow-400">
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<p class="text-lg leading-relaxed">
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"卫星出海"已从早期政策叙事进入<span class="text-yellow-300 font-bold">订单验证+海外落地</span>阶段；<span class="text-yellow-300 font-bold">巴西、泰国等"一带一路"国家</span>的刚性通信缺口+中国低成本星座组网能力，构成未来三年最大催化。
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</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mb-8">
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<!-- 核心驱动力 -->
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<div class="glass-effect rounded-2xl p-6 card-hover">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-rocket mr-2 text-green-400"></i>
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核心驱动力
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</h3>
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<div class="space-y-4">
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<div class="bg-blue-900/30 rounded-lg p-4">
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<h4 class="font-bold text-green-400 mb-2">政策闭环</h4>
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<p class="text-sm">2020年纳入"新基建"→2021年星网成立→2024年写入政府工作报告，形成"国家队+地方基金+民企"三元投入（重庆1000亿、上海G60、深圳空天基地）</p>
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</div>
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<div class="bg-blue-900/30 rounded-lg p-4">
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<h4 class="font-bold text-green-400 mb-2">成本拐点</h4>
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<p class="text-sm">可回收火箭（朱雀三号目标复用20次）+平板卫星批产（格思航天单星成本<span class="text-yellow-300">下降35%</span>）+海南发射场航班化，预计2025年发射成本降至<span class="text-yellow-300"><100万美元/星</span>，逼近SpaceX</p>
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</div>
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<div class="bg-blue-900/30 rounded-lg p-4">
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<h4 class="font-bold text-green-400 mb-2">需求外溢</h4>
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<p class="text-sm">全球仍有<span class="text-yellow-300">25亿人</span>无宽带覆盖，亚非拉国家基站密度仅为中国的<span class="text-yellow-300">1/20</span>，卫星互联网ARPU可达<span class="text-yellow-300">50-120美元/月</span>（星链定价）</p>
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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="glass-effect rounded-2xl p-6 card-hover">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-fire mr-2 text-orange-400"></i>
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市场热度与情绪
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</h3>
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<div class="bg-orange-900/30 rounded-lg p-4 mb-4">
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<p class="mb-3">2024Q4以来，天风、中信、广发等<span class="text-yellow-300 font-bold">7家券商</span>连发"AI+出海+卫星"组合推荐</p>
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<div class="flex items-center justify-center my-3">
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<div class="w-full bg-gray-700 rounded-full h-2.5">
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<div class="bg-orange-500 h-2.5 rounded-full" style="width: 75%"></div>
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</div>
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</div>
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<p class="text-center text-sm">市场热度指数</p>
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</div>
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<div class="bg-orange-900/30 rounded-lg p-4">
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<p>新闻端"巴西合作"事件后，长江通信、上海瀚讯<span class="text-yellow-300 font-bold">3日涨幅>25%</span>，情绪处于<span class="text-yellow-300">"事件驱动→基本面验证"</span>过渡期</p>
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</div>
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</div>
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<!-- 预期差 -->
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<div class="glass-effect rounded-2xl p-6 card-hover">
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<h3 class="text-xl font-bold mb-4 flex items-center">
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<i class="fas fa-chart-line mr-2 text-purple-400"></i>
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预期差
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</h3>
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<div class="bg-purple-900/30 rounded-lg p-4">
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<p class="mb-3">市场普遍聚焦"国内星座组网"，忽视<span class="text-yellow-300 font-bold">海外运营权</span>已实质启动</p>
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<div class="bg-gradient-to-r from-purple-800 to-blue-800 rounded-lg p-4 mt-4">
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<p class="text-center font-bold text-yellow-300 mb-2">潜在市场空间</p>
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<p class="text-center text-2xl font-bold">>10亿美元</p>
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<p class="text-center text-sm mt-2">垣信在巴西的10年期服务合同</p>
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</div>
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<p class="mt-3 text-sm">A股对此尚未充分定价</p>
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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="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-route mr-3 text-cyan-400"></i>
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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 lg:grid-cols-2 gap-8">
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<!-- 近期（3-6个月） -->
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<div>
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<h3 class="text-xl font-bold mb-4 text-cyan-400">近期（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-cyan-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="font-bold">1</span>
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</div>
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<div class="bg-blue-900/30 rounded-lg p-4 flex-1">
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<h4 class="font-bold text-cyan-300 mb-1">2025H1：巴西商业合同</h4>
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<p class="text-sm">垣信与巴西签署正式商业合同（金额、服务区域、终端数量）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-cyan-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="font-bold">2</span>
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</div>
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<div class="bg-blue-900/30 rounded-lg p-4 flex-1">
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<h4 class="font-bold text-cyan-300 mb-1">2025Q3：航班化验证</h4>
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<p class="text-sm">海南商业发射场首次"一箭36星"发射，验证航班化能力</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-cyan-500 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
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<span class="font-bold">3</span>
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</div>
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<div class="bg-blue-900/30 rounded-lg p-4 flex-1">
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<h4 class="font-bold text-cyan-300 mb-1">2025Q4：C端认知提升</h4>
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<p class="text-sm">华为Mate70发布，新增<span class="text-yellow-300">低轨直连</span>功能（产业链调研确认），带动C端认知</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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<!-- 长期（2025-2030） -->
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<div>
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<h3 class="text-xl font-bold mb-4 text-purple-400">长期（2025-2030）"三步走"路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-purple-900/50 to-blue-900/50 rounded-lg p-4 border-l-4 border-purple-500">
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<div class="flex items-center mb-2">
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<span class="bg-purple-600 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">①</span>
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<h4 class="font-bold text-purple-300">2025-2026：区域覆盖</h4>
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</div>
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<p class="text-sm">千帆/GW星座完成<span class="text-yellow-300">1000星</span>区域覆盖，出海订单集中在政府专网、海事应急（<span class="text-yellow-300">毛利率>60%</span>）</p>
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</div>
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<div class="bg-gradient-to-r from-purple-900/50 to-blue-900/50 rounded-lg p-4 border-l-4 border-purple-500">
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<div class="flex items-center mb-2">
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<span class="bg-purple-600 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">②</span>
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<h4 class="font-bold text-purple-300">2027-2028：C端商用</h4>
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</div>
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<p class="text-sm">手机直连卫星商用，海外C端用户<span class="text-yellow-300">>500万</span>，ARPU降至<span class="text-yellow-300">30美元/月</span>仍盈利</p>
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</div>
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<div class="bg-gradient-to-r from-purple-900/50 to-blue-900/50 rounded-lg p-4 border-l-4 border-purple-500">
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<div class="flex items-center mb-2">
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<span class="bg-purple-600 text-white rounded-full w-6 h-6 flex items-center justify-center mr-2 text-sm">③</span>
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<h4 class="font-bold text-purple-300">2029-2030：全球覆盖</h4>
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</div>
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<p class="text-sm">中国星座全球覆盖，与"一带一路"国家共建<span class="text-yellow-300">联合运营公司</span>，复制"高铁出海"模式</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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<!-- 产业链与核心公司深度剖析 -->
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<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-indigo-400"></i>
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产业链与核心公司深度剖析
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</h2>
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||
|
||
<!-- 产业链图谱 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-b from-blue-900/50 to-indigo-900/50 rounded-xl p-4 text-center">
|
||
<div class="bg-blue-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-satellite text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold mb-2">上游</h4>
|
||
<p class="text-sm">卫星制造（中国卫星、银河航天）→火箭发射（蓝箭航天、星河动力）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-b from-indigo-900/50 to-purple-900/50 rounded-xl p-4 text-center">
|
||
<div class="bg-indigo-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-network-wired text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold mb-2">中游</h4>
|
||
<p class="text-sm">星座运营（中国星网、上海垣信）→地面站（海格通信、震有科技）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-b from-purple-900/50 to-pink-900/50 rounded-xl p-4 text-center">
|
||
<div class="bg-purple-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-3">
|
||
<i class="fas fa-mobile-alt text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold mb-2">下游</h4>
|
||
<p class="text-sm">终端（华为、小米）、行业应用（应急、海事、航空）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-blue-700">
|
||
<th class="text-left p-3">公司</th>
|
||
<th class="text-left p-3">角色</th>
|
||
<th class="text-left p-3">出海进度/订单</th>
|
||
<th class="text-left p-3">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-800/50">
|
||
<td class="p-3 font-bold text-yellow-300">上海垣信</td>
|
||
<td class="p-3">千帆星座运营</td>
|
||
<td class="p-3">巴西谈判进入<span class="text-yellow-300">MOU阶段</span>，2025年落地</td>
|
||
<td class="p-3">需突破ITU频率协调</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50">
|
||
<td class="p-3 font-bold text-yellow-300">长江通信</td>
|
||
<td class="p-3">垣信地面站总包</td>
|
||
<td class="p-3">迪爱斯中标垣信<span class="text-yellow-300">2.3亿元</span>项目</td>
|
||
<td class="p-3">订单确认节奏慢于预期</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50">
|
||
<td class="p-3 font-bold text-yellow-300">中国卫星</td>
|
||
<td class="p-3">卫星制造龙头</td>
|
||
<td class="p-3">已交付<span class="text-yellow-300">GW星座首批卫星</span></td>
|
||
<td class="p-3">军品定价压制毛利率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="p-3 font-bold text-yellow-300">海格通信</td>
|
||
<td class="p-3">终端+地面站</td>
|
||
<td class="p-3">中标星网+G60<span class="text-yellow-300">双体制</span>终端</td>
|
||
<td class="p-3">民用市场放量不及预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
|
||
<div class="bg-green-900/30 rounded-xl p-4 border-l-4 border-green-500">
|
||
<h4 class="font-bold text-green-400 mb-2 flex items-center">
|
||
<i class="fas fa-check-circle mr-2"></i>
|
||
验证
|
||
</h4>
|
||
<p>2024年12月国网01组卫星成功发射，<span class="text-yellow-300">长征五号乙首次商业任务</span>印证批产能力</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/30 rounded-xl p-4 border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-400 mb-2 flex items-center">
|
||
<i class="fas fa-times-circle mr-2"></i>
|
||
证伪
|
||
</h4>
|
||
<p>部分研报预测2024年"千帆星座发射300星"，实际仅完成<span class="text-yellow-300">72颗</span>（中金1月数据），显示<span class="text-yellow-300">发射节奏低于预期</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-red-400"></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-900/30 rounded-xl p-4">
|
||
<h3 class="font-bold text-red-400 mb-2 flex items-center">
|
||
<i class="fas fa-microchip mr-2"></i>
|
||
技术风险
|
||
</h3>
|
||
<p>星间激光链路、手机直连卫星的<span class="text-yellow-300">射频前端小型化</span>尚未完全突破</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/30 rounded-xl p-4">
|
||
<h3 class="font-bold text-red-400 mb-2 flex items-center">
|
||
<i class="fas fa-dollar-sign mr-2"></i>
|
||
商业化风险
|
||
</h3>
|
||
<p>海外用户付费意愿待验证（巴西人均GDP仅<span class="text-yellow-300">$8,800</span>，星链定价或过高）</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/30 rounded-xl p-4">
|
||
<h3 class="font-bold text-red-400 mb-2 flex items-center">
|
||
<i class="fas fa-gavel mr-2"></i>
|
||
政策风险
|
||
</h3>
|
||
<p>美国可能以"国家安全"为由限制中国星座进入美洲市场</p>
|
||
</div>
|
||
|
||
<div class="bg-red-900/30 rounded-xl p-4">
|
||
<h3 class="font-bold text-red-400 mb-2 flex items-center">
|
||
<i class="fas fa-info-circle mr-2"></i>
|
||
信息矛盾
|
||
</h3>
|
||
<p>国盛军工称"垣信已中标巴西项目"，而巴西通信部表述为<span class="text-yellow-300">"谈判中"</span>，存在<span class="text-yellow-300">订单落地时间差</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect rounded-2xl p-6 mb-8 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-yellow-400"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-yellow-900/50 to-orange-900/50 rounded-xl p-4 border-l-4 border-yellow-400">
|
||
<h3 class="font-bold text-yellow-300 mb-2">阶段判断</h3>
|
||
<p>卫星出海处于<span class="text-yellow-300 font-bold">"主题+订单"双轮驱动</span>初期，2025年巴西合同落地将确认基本面拐点</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-4 text-yellow-300">最具价值环节</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-blue-900/30 rounded-xl p-4">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-blue-600 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<span class="font-bold">1</span>
|
||
</div>
|
||
<h4 class="font-bold text-blue-300">地面站与终端</h4>
|
||
</div>
|
||
<p class="text-sm mb-2">海格通信、长江通信</p>
|
||
<p>海外订单弹性最大，<span class="text-yellow-300">毛利率>50%</span></p>
|
||
</div>
|
||
|
||
<div class="bg-blue-900/30 rounded-xl p-4">
|
||
<div class="flex items-center mb-2">
|
||
<div class="bg-blue-600 rounded-full w-8 h-8 flex items-center justify-center mr-3">
|
||
<span class="font-bold">2</span>
|
||
</div>
|
||
<h4 class="font-bold text-blue-300">卫星制造</h4>
|
||
</div>
|
||
<p class="text-sm mb-2">中国卫星</p>
|
||
<p>GW星座2025年招标<span class="text-yellow-300">>200颗</span>，单星价值<span class="text-yellow-300">1.2亿元</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-yellow-300">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-b from-blue-900/50 to-indigo-900/50 rounded-xl p-4 text-center">
|
||
<div class="text-3xl font-bold text-yellow-300 mb-2">>5亿美元</div>
|
||
<p class="text-sm">巴西合同金额（超预期指标）</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-b from-indigo-900/50 to-purple-900/50 rounded-xl p-4 text-center">
|
||
<div class="text-3xl font-bold text-yellow-300 mb-2">>50次</div>
|
||
<p class="text-sm">海南发射场2025年发射频次目标</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-b from-purple-900/50 to-pink-900/50 rounded-xl p-4 text-center">
|
||
<div class="text-3xl font-bold text-yellow-300 mb-2">>1000万部</div>
|
||
<p class="text-sm">华为/小米2025年手机直连卫星终端出货量</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-6 card-hover">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-green-400"></i>
|
||
卫星出海关联股票
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-blue-700">
|
||
<th class="text-left p-3">股票名称</th>
|
||
<th class="text-left p-3">分类</th>
|
||
<th class="text-left p-3">行业</th>
|
||
<th class="text-left p-3">产业链</th>
|
||
<th class="text-left p-3">项目</th>
|
||
<th class="text-left p-3">应用场景</th>
|
||
<th class="text-left p-3">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">四川九洲</td>
|
||
<td class="p-3"><span class="bg-red-500 text-white px-2 py-1 rounded text-xs">三连板</span></td>
|
||
<td class="p-3">军工/航天通信</td>
|
||
<td class="p-3">雷达/电子对抗/空管系统</td>
|
||
<td class="p-3">空管产品</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司空管产品面向军工单位、空管单位等优质客户，覆盖雷达、电子对抗、航天通信、空管系统等领域</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">魅视科技</td>
|
||
<td class="p-3"><span class="bg-orange-500 text-white px-2 py-1 rounded text-xs">二连板</span></td>
|
||
<td class="p-3">航天</td>
|
||
<td class="p-3">光纤KVM解决方案</td>
|
||
<td class="p-3">载人航天工程/探月工程</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司为中国载人航天工程和探月工程的指控控制中心提供了'光纤KVM解决方案'</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">海能达</td>
|
||
<td class="p-3"><span class="bg-orange-500 text-white px-2 py-1 rounded text-xs">二连板</span></td>
|
||
<td class="p-3">北斗</td>
|
||
<td class="p-3">终端产品/高精度定位</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司部分终端产品采用北斗系统模块实现高精度可靠的定位等功能</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">长江通信</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">卫星通信</td>
|
||
<td class="p-3">船载卫星天线/地面站天线</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">海事场景</td>
|
||
<td class="p-3">公司卫星通信产品船载卫星天线、地面站天线，主要应用于地面终端及海事场景</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">通宇通讯</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">卫星通信</td>
|
||
<td class="p-3">卫星通信天线/调配网络资源</td>
|
||
<td class="p-3">嫦娥六号</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司接到嫦娥六号回落通信重任，实时调配网络资源，为嫦娥六号的成功返回提供了全程保障</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">宜通世纪</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">卫星通信</td>
|
||
<td class="p-3">卫星通信收发天线/馈电组件</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司发布可用于Ku和Ka波段的卫星通信收发天线产品和配套馈电组件</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">高斯贝尔</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">北斗</td>
|
||
<td class="p-3">北斗终端系列</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">北斗终端系列产品由公司自主研发，满足交通运输部北斗终端的要求，支持北斗/GPS双模高精度定位</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">和而泰</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">北斗</td>
|
||
<td class="p-3">北斗终端</td>
|
||
<td class="p-3">国家大型装备型号任务</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">铖昌科技是目前国内唯一一家承担国家大型装备型号任务射频芯片供应的民营企业</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-800/50 hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">辉煌科技</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">卫星通信</td>
|
||
<td class="p-3">卫星天线/地面站天线</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">参股的北京智慧图科技有限责任公司，致力于提供室内位置服务</td>
|
||
</tr>
|
||
<tr class="hover:bg-blue-900/20">
|
||
<td class="p-3 font-bold text-yellow-300">国机精工</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">航天</td>
|
||
<td class="p-3">特种轴承</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">-</td>
|
||
<td class="p-3">公司在航天领域特种轴承方面，目前国内具有绝对优势地位</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#ffffff"
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
stroke: {
|
||
width: 0,
|
||
color: "#000000"
|
||
}
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false,
|
||
anim: {
|
||
enable: false,
|
||
speed: 1,
|
||
opacity_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true,
|
||
anim: {
|
||
enable: false,
|
||
speed: 40,
|
||
size_min: 0.1,
|
||
sync: false
|
||
}
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#ffffff",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false,
|
||
attract: {
|
||
enable: false,
|
||
rotateX: 600,
|
||
rotateY: 1200
|
||
}
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |