1297 lines
49 KiB
HTML
1297 lines
49 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>商业航天新纪元 - 行业洞察报告</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" type="text/css" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></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: #0a0e27;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.space-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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background: linear-gradient(135deg, #0a0e27 0%, #1a237e 50%, #0a0e27 100%);
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}
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.stars {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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.star {
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position: absolute;
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width: 2px;
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height: 2px;
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background: white;
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border-radius: 50%;
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animation: twinkle 3s infinite;
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}
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@keyframes twinkle {
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0%, 100% { opacity: 0.3; }
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50% { opacity: 1; }
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}
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.glass-card {
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background: rgba(255, 255, 255, 0.05);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 16px;
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padding: 24px;
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(255, 255, 255, 0.08);
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transform: translateY(-2px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3);
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}
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.timeline-item {
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position: relative;
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padding-left: 32px;
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margin-bottom: 24px;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 8px;
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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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box-shadow: 0 0 0 4px rgba(59, 130, 246, 0.2);
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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left: 5px;
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top: 20px;
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width: 2px;
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height: calc(100% + 12px);
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background: rgba(59, 130, 246, 0.3);
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}
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.timeline-item:last-child::after {
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display: none;
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 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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.pulse-dot {
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display: inline-block;
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width: 8px;
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height: 8px;
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background: #10b981;
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border-radius: 50%;
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margin-right: 8px;
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% {
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box-shadow: 0 0 0 0 rgba(16, 185, 129, 0.7);
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}
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70% {
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box-shadow: 0 0 0 10px rgba(16, 185, 129, 0);
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}
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100% {
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box-shadow: 0 0 0 0 rgba(16, 185, 129, 0);
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}
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}
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.stock-table {
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width: 100%;
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border-collapse: collapse;
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}
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.stock-table th {
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background: rgba(59, 130, 246, 0.2);
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padding: 12px;
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text-align: left;
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font-weight: 600;
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font-size: 14px;
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text-transform: uppercase;
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letter-spacing: 0.5px;
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}
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.stock-table td {
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padding: 12px;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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font-size: 14px;
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}
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.stock-table tr:hover {
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background: rgba(59, 130, 246, 0.05);
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}
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.tag {
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display: inline-block;
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padding: 4px 12px;
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background: rgba(59, 130, 246, 0.2);
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border-radius: 20px;
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font-size: 12px;
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margin-right: 8px;
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margin-bottom: 8px;
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}
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.risk-card {
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background: rgba(239, 68, 68, 0.1);
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border: 1px solid rgba(239, 68, 68, 0.3);
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}
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.opportunity-card {
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background: rgba(16, 185, 129, 0.1);
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border: 1px solid rgba(16, 185, 129, 0.3);
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}
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@media (max-width: 768px) {
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.glass-card {
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padding: 16px;
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}
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.stock-table {
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font-size: 12px;
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}
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.stock-table th, .stock-table td {
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padding: 8px;
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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="space-bg"></div>
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<div class="stars" id="stars"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-5xl md:text-6xl font-bold mb-4 gradient-text">商业航天新纪元</h1>
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<p class="text-xl text-gray-400">从政策驱动到产业化落地的关键窗口期</p>
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<div class="mt-6 flex justify-center items-center">
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<span class="pulse-dot"></span>
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<span class="text-sm text-gray-400">实时更新 · 2025年</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="glass-card mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb text-yellow-400 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-900/30 to-purple-900/30 p-6 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-blue-400">阶段判断</h3>
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<p class="text-sm leading-relaxed">商业航天已从<strong class="text-blue-300">政策驱动</strong>进入<strong class="text-purple-300">产业化落地初期</strong>，2025-2027年为产能释放+订单兑现的关键窗口。</p>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-teal-900/30 p-6 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-green-400">核心驱动力</h3>
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<p class="text-sm leading-relaxed"><strong class="text-green-300">政策</strong>（政府工作报告+特别国债）+<strong class="text-teal-300">技术</strong>（可回收火箭+卫星批产）+<strong class="text-green-300">需求</strong>（星网/G60星座组网）三重共振。</p>
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</div>
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<div class="bg-gradient-to-br from-orange-900/30 to-red-900/30 p-6 rounded-lg">
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<h3 class="text-lg font-semibold mb-3 text-orange-400">未来潜力</h3>
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<p class="text-sm leading-relaxed">按上海/北京规划，2027年国内市场规模<strong class="text-orange-300">超2000亿元</strong>（2024年仅数百亿），<strong class="text-red-300">10年10倍</strong>空间。</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-card mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket text-blue-400 mr-3"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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<div>
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<span class="text-blue-400 font-semibold">2024-02-27</span>
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<h3 class="text-lg font-medium mt-1">北京、上海等地出台商业航天行动计划</h3>
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<p class="text-gray-400 text-sm mt-1">上海提出2027年年产100发火箭+1000颗卫星、规模1000亿元目标</p>
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</div>
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<span class="tag bg-blue-900/30 text-blue-300">路演</span>
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</div>
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</div>
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<div class="timeline-item">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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<div>
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<span class="text-blue-400 font-semibold">2024-03-05</span>
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<h3 class="text-lg font-medium mt-1">政府工作报告首次将"商业航天"列为首要新兴产业</h3>
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<p class="text-gray-400 text-sm mt-1">提出"百箭千星"产能规划</p>
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</div>
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<span class="tag bg-green-900/30 text-green-300">新闻</span>
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||
</div>
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</div>
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||
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<div class="timeline-item">
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||
<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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<div>
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<span class="text-blue-400 font-semibold">2024-06-02</span>
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<h3 class="text-lg font-medium mt-1">华泰通信提出"2024-2025年为国内商业航天爆发期"</h3>
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<p class="text-gray-400 text-sm mt-1">对标SpaceX 2018-2020年</p>
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||
</div>
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<span class="tag bg-blue-900/30 text-blue-300">路演</span>
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||
</div>
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||
</div>
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||
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||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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||
<div>
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||
<span class="text-blue-400 font-semibold">2024-08-05</span>
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||
<h3 class="text-lg font-medium mt-1">太原启动"星网星座"计划</h3>
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||
<p class="text-gray-400 text-sm mt-1">实际为星网12992颗卫星，标志组网加速</p>
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||
</div>
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||
<span class="tag bg-blue-900/30 text-blue-300">路演</span>
|
||
</div>
|
||
</div>
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||
|
||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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||
<div>
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||
<span class="text-blue-400 font-semibold">2024-11-30</span>
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<h3 class="text-lg font-medium mt-1">海南商业航天发射场长征12号首飞成功</h3>
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<p class="text-gray-400 text-sm mt-1">国内首个商业发射场投入使用</p>
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||
</div>
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<span class="tag bg-blue-900/30 text-blue-300">路演</span>
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||
</div>
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||
</div>
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||
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||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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||
<div>
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<span class="text-blue-400 font-semibold">2025-03-05</span>
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<h3 class="text-lg font-medium mt-1">政府工作报告再次强调商业航天</h3>
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<p class="text-gray-400 text-sm mt-1">特别国债支持、文昌8工位建设启动</p>
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||
</div>
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<span class="tag bg-green-900/30 text-green-300">新闻</span>
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||
</div>
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||
</div>
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||
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||
<div class="timeline-item">
|
||
<div class="flex flex-col md:flex-row md:items-center md:justify-between">
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||
<div>
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||
<span class="text-blue-400 font-semibold">2025-07-15</span>
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<h3 class="text-lg font-medium mt-1">星河动力创始人出席国新办会议</h3>
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<p class="text-gray-400 text-sm mt-1">商业航天与机器人并列为"新质生产力"</p>
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||
</div>
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<span class="tag bg-green-900/30 text-green-300">新闻</span>
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||
</div>
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||
</div>
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||
</div>
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</div>
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<!-- 核心驱动力拆解 -->
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<div class="glass-card mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-cogs text-purple-400 mr-3"></i>
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核心驱动力拆解
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</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-gray-700">
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<th class="text-left py-3 px-4 text-purple-400">维度</th>
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<th class="text-left py-3 px-4 text-purple-400">现状</th>
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<th class="text-left py-3 px-4 text-purple-400">未来催化</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-gray-800">
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<td class="py-3 px-4 font-medium">政策</td>
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<td class="py-3 px-4">2025年政府工作报告首提"商业航天"，特别国债支持文昌8工位建设</td>
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<td class="py-3 px-4">工信部《卫星网络协调办法》5月实施，频轨资源瓶颈缓解</td>
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</tr>
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<tr class="border-b border-gray-800">
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||
<td class="py-3 px-4 font-medium">技术</td>
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||
<td class="py-3 px-4">蓝箭朱雀三号完成10公里级回收试验，2025年Q3首飞</td>
|
||
<td class="py-3 px-4">可回收火箭成本从3万元/kg降至3000元/kg（蓝箭目标）</td>
|
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</tr>
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||
<tr>
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<td class="py-3 px-4 font-medium">需求</td>
|
||
<td class="py-3 px-4">星网已发19颗（计划12992颗），G60已发90颗（计划1296颗）</td>
|
||
<td class="py-3 px-4">2025年预计发射100-200颗，2027年组网加速</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<div class="glass-card mb-8">
|
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<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-green-400 mr-3"></i>
|
||
产业链图谱
|
||
</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="text-center">
|
||
<div class="bg-blue-900/20 rounded-lg p-6 mb-4">
|
||
<i class="fas fa-industry text-4xl text-blue-400 mb-3"></i>
|
||
<h3 class="text-xl font-semibold mb-2">上游</h3>
|
||
<div class="space-y-2">
|
||
<div class="tag bg-blue-900/30">火箭发动机</div>
|
||
<div class="tag bg-blue-900/30">卫星载荷</div>
|
||
</div>
|
||
</div>
|
||
<p class="text-sm text-gray-400">代表企业：<span class="text-blue-300">航天动力</span>、<span class="text-blue-300">上海瀚讯</span></p>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-purple-900/20 rounded-lg p-6 mb-4">
|
||
<i class="fas fa-rocket text-4xl text-purple-400 mb-3"></i>
|
||
<h3 class="text-xl font-semibold mb-2">中游</h3>
|
||
<div class="space-y-2">
|
||
<div class="tag bg-purple-900/30">卫星总装</div>
|
||
<div class="tag bg-purple-900/30">火箭制造</div>
|
||
</div>
|
||
</div>
|
||
<p class="text-sm text-gray-400">代表企业：<span class="text-purple-300">中国卫星</span>、<span class="text-purple-300">超捷股份</span></p>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-green-900/20 rounded-lg p-6 mb-4">
|
||
<i class="fas fa-satellite text-4xl text-green-400 mb-3"></i>
|
||
<h3 class="text-xl font-semibold mb-2">下游</h3>
|
||
<div class="space-y-2">
|
||
<div class="tag bg-green-900/30">运营服务</div>
|
||
<div class="tag bg-green-900/30">终端设备</div>
|
||
</div>
|
||
</div>
|
||
<p class="text-sm text-gray-400">代表企业：<span class="text-green-300">航天宏图</span>、<span class="text-green-300">海格通信</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-card mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-line text-yellow-400 mr-3"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<!-- 240507 数据 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-lg font-semibold mb-4 text-blue-400">商业航天 (240507)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>项目</th>
|
||
<th>产业链</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">航新科技</td>
|
||
<td>飞行器</td>
|
||
<td>ARJ21-700</td>
|
||
<td>机载设备供应</td>
|
||
<td>商飞ARJ21-700的某机载设备供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">安达维尔</td>
|
||
<td>飞行器</td>
|
||
<td>民航经济舱座椅</td>
|
||
<td>航空座椅制造</td>
|
||
<td>民航经济舱座椅供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新研股份</td>
|
||
<td>飞行器</td>
|
||
<td>C919</td>
|
||
<td>钛合金钣金类零部件</td>
|
||
<td>C919钛合金钣金类零部件供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">全信股份</td>
|
||
<td>飞行器</td>
|
||
<td>商飞QPL</td>
|
||
<td>合格供应商</td>
|
||
<td>商飞QPL合格供应商，目前开始小批供货</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">豪能股份</td>
|
||
<td>飞行器</td>
|
||
<td>飞机零部件</td>
|
||
<td>机身、机翼、尾段制造</td>
|
||
<td>飞机机头、机身、机翼、尾段等相关零部件供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">立航科技</td>
|
||
<td>飞行器</td>
|
||
<td>航空器试验检测</td>
|
||
<td>试验检测设备</td>
|
||
<td>航空器试验和检测设备供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">兴业股份</td>
|
||
<td>飞行器</td>
|
||
<td>C919</td>
|
||
<td>刹车片浸渍树脂</td>
|
||
<td>C919大飞机刹车片用浸渍树脂供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">通易航天</td>
|
||
<td>飞行器</td>
|
||
<td>胶带产品</td>
|
||
<td>航空材料供应</td>
|
||
<td>控股公司胶带产品进入中国商飞供应商目录</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">爱乐达</td>
|
||
<td>飞行器</td>
|
||
<td>C919</td>
|
||
<td>试制件生产</td>
|
||
<td>C919试制件参与相关零件生产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天环宇</td>
|
||
<td>飞行器</td>
|
||
<td>C919</td>
|
||
<td>复合材料部件</td>
|
||
<td>C919复合材料水平尾翼、垂直尾翼、后机身等部件供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">广联航空</td>
|
||
<td>飞行器</td>
|
||
<td>CR929</td>
|
||
<td>预选供应商</td>
|
||
<td>CR929大型客机垂尾等零部件的预选供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">隆华科技</td>
|
||
<td>飞行器</td>
|
||
<td>PMI系列产品</td>
|
||
<td>航空材料</td>
|
||
<td>PMI系列产品应用于航空领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新余国科</td>
|
||
<td>飞行器</td>
|
||
<td>机载烟火装置</td>
|
||
<td>烟火装置制造</td>
|
||
<td>机载烟火条飞机播撒装置、切割器等供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">广电计量</td>
|
||
<td>飞行器</td>
|
||
<td>C919、ARJ600、MA700</td>
|
||
<td>型号测试</td>
|
||
<td>参与C919、ARJ600、MA700等民用飞机型号测试</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航宇科技</td>
|
||
<td>飞行器</td>
|
||
<td>国产商用大飞机</td>
|
||
<td>环锻件制造</td>
|
||
<td>国产商用大飞机自主发动机的环锻件供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新研股份</td>
|
||
<td>卫星导航</td>
|
||
<td>导航卫星钛合金</td>
|
||
<td>零部件制造</td>
|
||
<td>导航卫星钛合金零部件供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">全信股份</td>
|
||
<td>卫星导航</td>
|
||
<td>航天、航空、舰船、电子</td>
|
||
<td>产品应用</td>
|
||
<td>公司产品主要应用于航天、航空、舰船、电子领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">豪能股份</td>
|
||
<td>卫星导航</td>
|
||
<td>遥感卫星应用</td>
|
||
<td>业务培育</td>
|
||
<td>培育遥感卫星应用业务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">南京熊猫</td>
|
||
<td>卫星导航</td>
|
||
<td>汽车卫星导航</td>
|
||
<td>产品供应</td>
|
||
<td>子公司有汽车卫星导航产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">四创电子</td>
|
||
<td>卫星导航</td>
|
||
<td>中国雷达</td>
|
||
<td>第一股</td>
|
||
<td>中国雷达第一股</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">创意信息</td>
|
||
<td>卫星导航</td>
|
||
<td>5G卫星通信</td>
|
||
<td>载荷产品</td>
|
||
<td>5G卫星通信载荷产品供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">广哈通信</td>
|
||
<td>卫星导航</td>
|
||
<td>北斗及UWB定位</td>
|
||
<td>技术服务</td>
|
||
<td>北斗及UWB定位服务技术服务项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天宏图</td>
|
||
<td>卫星导航</td>
|
||
<td>卫星应用基础软件</td>
|
||
<td>平台开发</td>
|
||
<td>公司拥有的卫星应用基础软件平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天环宇</td>
|
||
<td>卫星导航</td>
|
||
<td>通信卫星研制</td>
|
||
<td>参与研制</td>
|
||
<td>参与了众多型号通信卫星的研制</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">天箭科技</td>
|
||
<td>卫星导航</td>
|
||
<td>卫星地面固定站</td>
|
||
<td>移动站终端</td>
|
||
<td>卫星地面固定站、移动站终端供应商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 240627 数据 -->
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-400">商业航天 (240627)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>行业</th>
|
||
<th>细分领域</th>
|
||
<th>产业链</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium">航天动力</td>
|
||
<td>火箭发射</td>
|
||
<td>液体发动机</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭发射液体发动机相关技术研发与制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">九丰能源</td>
|
||
<td>火箭发射</td>
|
||
<td>液体发动机</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭发射所需能源配套服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">斯瑞新材</td>
|
||
<td>火箭发射</td>
|
||
<td>液体发动机</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产火箭发动机关键材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">高华科技</td>
|
||
<td>火箭发射</td>
|
||
<td>液体发动机</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭发动机传感器等配套技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">豪能股份</td>
|
||
<td>火箭发射</td>
|
||
<td>液体发动机</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭发动机零部件制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">铂力特</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭结构件3D打印技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">华曙高科</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭结构件材料研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中航光电</td>
|
||
<td>火箭发射</td>
|
||
<td>电气系统</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭电气连接系统解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">全信股份</td>
|
||
<td>火箭发射</td>
|
||
<td>电气系统</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产航天级电缆及电气设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新雷能</td>
|
||
<td>火箭发射</td>
|
||
<td>电气系统</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭电源管理系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">陕西华达</td>
|
||
<td>火箭发射</td>
|
||
<td>电气系统</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭电气系统连接器制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天发展</td>
|
||
<td>火箭发射</td>
|
||
<td>元器件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭电子元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">振华科技</td>
|
||
<td>火箭发射</td>
|
||
<td>元器件</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产航天级电子元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天微</td>
|
||
<td>火箭发射</td>
|
||
<td>元器件</td>
|
||
<td>卫星互联网</td>
|
||
<td>专注航天微电子元器件研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天智装</td>
|
||
<td>火箭发射</td>
|
||
<td>元器件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭智能控制系统元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">火炬电子</td>
|
||
<td>火箭发射</td>
|
||
<td>元器件</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产火箭用高性能电子元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">奥普光电</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭光学结构件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中超控股</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产火箭电缆及结构材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">利君股份</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭结构件加工制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">钢研高纳</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭高温合金结构材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">新研股份</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发火箭结构件制造技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">爱乐达</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭结构件精密加工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">超捷股份</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭连接结构件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">龙溪股份</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产火箭轴承等结构部件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">上海沪工</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与火箭结构件焊接技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">豪能股份</td>
|
||
<td>火箭发射</td>
|
||
<td>结构件</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供火箭结构件制造服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星载荷技术研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">高华科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星传感器等载荷设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">上海瀚讯</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星通信载荷系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信科移动</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星移动通信载荷开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">铖昌科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星相控阵雷达载荷</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">臻镭科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星射频载荷芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">振芯科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星导航载荷解决方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">隆盛科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星电源载荷制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">天银机电</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星惯性导航载荷</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中瓷电子</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星电子封装载荷部件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">盛路通信</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星通信天线载荷</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">雷电微力</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星载荷</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星毫米波载荷</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">亚光科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星平台研发制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天环宇</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星平台结构设计</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天电子</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星平台电子系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">国瓷材料</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星平台陶瓷材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中瓷电子</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星平台电子器件制造</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天电器</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星平台连接器及组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">陕西华达</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星平台电气系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">富士达</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星平台射频组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天智装</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星平台控制系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">国光电气</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星平台真空器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">天银机电</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星平台惯性导航系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">久之洋</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星光电平台技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">智明达</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星平台嵌入式计算机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">航天微</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星平台微电子系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">佳缘科技</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星平台</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星平台信息安全系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">坤恒顺维</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星测试</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星测试仿真系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">思科瑞</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星测试</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星可靠性测试技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">西测测试</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星测试</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星环境测试服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">苏试试验</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星测试</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星振动测试设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">霍莱沃</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星测试</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星天线测试系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">中国卫星</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星总装</td>
|
||
<td>卫星互联网</td>
|
||
<td>承担卫星总装核心任务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">上海沪工</td>
|
||
<td>卫星制造</td>
|
||
<td>卫星总装</td>
|
||
<td>卫星互联网</td>
|
||
<td>参与卫星总装焊接技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">雷科防务</td>
|
||
<td>地面设备</td>
|
||
<td>地面设备</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星地面雷达系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">震有科技</td>
|
||
<td>地面设备</td>
|
||
<td>地面设备</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星地面通信设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">海格通信</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星通信终端设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">华力创通</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星导航终端芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">电科芯片</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星终端核心芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">盟升电子</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星地面天线系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">金信诺</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星通信射频组件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">海能达</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星应急通信终端</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">星网宇达</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>提供卫星动中通终端设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">移远通信</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>研发卫星物联网终端模组</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium">信维通信</td>
|
||
<td>地面终端</td>
|
||
<td>地面终端</td>
|
||
<td>卫星互联网</td>
|
||
<td>生产卫星终端天线及射频器件</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 近期催化剂 -->
|
||
<div class="glass-card mb-8 opportunity-card">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-fire text-orange-400 mr-3"></i>
|
||
近期催化剂（3-6个月）
|
||
</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="bg-white/5 p-6 rounded-lg">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-orange-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<i class="fas fa-rocket text-orange-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">朱雀三号首飞</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-2">2025年Q3：验证可回收技术</p>
|
||
<div class="text-xs text-orange-300 font-medium">成本下降90%（蓝箭口径）</div>
|
||
</div>
|
||
|
||
<div class="bg-white/5 p-6 rounded-lg">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-blue-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<i class="fas fa-satellite text-blue-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">星网二代星发射</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-2">2025年Q2启动</p>
|
||
<div class="text-xs text-blue-300 font-medium">单星价值量提升30%（载荷升级）</div>
|
||
</div>
|
||
|
||
<div class="bg-white/5 p-6 rounded-lg">
|
||
<div class="flex items-center mb-4">
|
||
<div class="w-12 h-12 bg-green-500/20 rounded-full flex items-center justify-center mr-4">
|
||
<i class="fas fa-industry text-green-400 text-xl"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold">海南发射场满产</h3>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-2">文昌3/4号工位年中投产</p>
|
||
<div class="text-xs text-green-300 font-medium">月发射能力8发</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="glass-card risk-card">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-400 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-red-300">技术风险</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
|
||
<span class="text-sm">可回收火箭首飞失败（朱雀三号2025年Q3首飞）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
|
||
<span class="text-sm">卫星应用场景落地慢（手机直连卫星渗透率<5%）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-red-300">政策与市场风险</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
|
||
<span class="text-sm">频轨资源国际协调失败（ITU轨道申请冲突）</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-times-circle text-red-400 mt-1 mr-3"></i>
|
||
<span class="text-sm">信息矛盾（航天科技否认业务关联）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-red-900/20 rounded-lg">
|
||
<p class="text-sm text-red-300">
|
||
<strong>风险提示：</strong>若2025年Q3朱雀三号首飞失败，或星网发射再次延迟，板块可能面临估值回调30%+
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="glass-card mt-8 mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie text-cyan-400 mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-cyan-400">阶段判断</h3>
|
||
<p class="text-sm leading-relaxed">
|
||
<span class="bg-gradient-to-r from-blue-500 to-purple-500 text-transparent bg-clip-text font-bold">主题炒作末期→基本面驱动初期</span>，
|
||
2025年Q2-Q3为订单验证关键期。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-cyan-400">投资方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium mb-2 text-blue-300">火箭环节</h4>
|
||
<p class="text-sm">超捷股份（朱雀三号供应链）+ 高华科技（传感器）</p>
|
||
</div>
|
||
<div class="bg-purple-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium mb-2 text-purple-300">卫星载荷</h4>
|
||
<p class="text-sm">上海瀚讯（G60核心）+ 臻镭科技（相控阵芯片）</p>
|
||
</div>
|
||
<div class="bg-green-900/20 p-4 rounded-lg">
|
||
<h4 class="font-medium mb-2 text-green-300">运营服务</h4>
|
||
<p class="text-sm">航天宏图（数据服务商业模式清晰）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-cyan-400">跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4 text-sm">
|
||
<div class="flex items-center">
|
||
<i class="fas fa-rocket text-blue-400 mr-2"></i>
|
||
<span>火箭发射次数：2025年目标100次（当前完成51次）</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<i class="fas fa-satellite text-purple-400 mr-2"></i>
|
||
<span>卫星订单：星网/G60 2025年招标量>50颗</span>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<i class="fas fa-dollar-sign text-green-400 mr-2"></i>
|
||
<span>成本曲线：发射成本是否降至3000元/kg以下</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 创建星空背景
|
||
function createStars() {
|
||
const starsContainer = document.getElementById('stars');
|
||
const starCount = 150;
|
||
|
||
for (let i = 0; i < starCount; i++) {
|
||
const star = document.createElement('div');
|
||
star.className = 'star';
|
||
star.style.left = Math.random() * 100 + '%';
|
||
star.style.top = Math.random() * 100 + '%';
|
||
star.style.animationDelay = Math.random() * 3 + 's';
|
||
star.style.animationDuration = (Math.random() * 3 + 2) + 's';
|
||
starsContainer.appendChild(star);
|
||
}
|
||
}
|
||
|
||
// 页面加载时创建星空
|
||
document.addEventListener('DOMContentLoaded', createStars);
|
||
|
||
// 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);
|
||
|
||
// 观察所有卡片
|
||
document.querySelectorAll('.glass-card').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>
|
||
``` |