943 lines
46 KiB
HTML
943 lines
46 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>国际军贸动态</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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position: relative;
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overflow-x: hidden;
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}
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.particle-container {
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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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opacity: 0.3;
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}
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.card {
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background: rgba(30, 41, 59, 0.8);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(100, 116, 139, 0.3);
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}
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.text-gradient {
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background: linear-gradient(135deg, #60a5fa 0%, #3b82f6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.timeline-item {
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position: relative;
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padding-left: 30px;
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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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}
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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: #475569;
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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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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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}
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.highlight {
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background: linear-gradient(135deg, #1e40af 0%, #3b82f6 100%);
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padding: 2px 6px;
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border-radius: 4px;
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color: white;
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font-weight: 600;
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}
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.risk-high {
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color: #ef4444;
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font-weight: 600;
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}
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.risk-medium {
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color: #f59e0b;
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font-weight: 600;
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}
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.risk-low {
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color: #10b981;
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font-weight: 600;
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}
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</style>
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</head>
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<body class="text-gray-100">
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<div class="particle-container" id="particles"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">国际军贸动态</h1>
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<p class="text-xl text-gray-300">中国军贸进入顺差期，全球格局重塑</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="text-sm text-gray-400 mb-1">2025-05-07</div>
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<h3 class="text-lg font-semibold mb-2">印巴空战爆发</h3>
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<p class="text-gray-300">巴基斯坦使用中国歼-10CE、PL-15E导弹、ZDK-03预警机取得0战损击落5架印度战机，直接验证中国军贸装备实战性能，成为本轮军贸行情启动的"点火器"。</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-400 mb-1">2025-05-08</div>
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<h3 class="text-lg font-semibold mb-2">机构密集发布军贸专题报告</h3>
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<p class="text-gray-300">中信证券、长江军工等机构密集发布军贸专题报告，提出"中国军贸进入顺差期"，中航成飞、航天彩虹等标的涨停。</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-400 mb-1">2025-07-21</div>
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<h3 class="text-lg font-semibold mb-2">兵器工业集团主办军贸主题日</h3>
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<p class="text-gray-300">兵器工业集团主办"军贸陆域无人与反无人作战体系主题日"，展示VT-4坦克、翼龙无人机等体系化装备，政策端明确鼓励军贸出口。</p>
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</div>
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<div class="timeline-item">
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<div class="text-sm text-gray-400 mb-1">2025-07-22</div>
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<h3 class="text-lg font-semibold mb-2">中东国家代表团访华</h3>
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<p class="text-gray-300">中东国家代表团访华，洽谈隐身战机、防空系统采购，阿联酋L15教练机、埃及翼龙2无人机等订单落地预期升温。</p>
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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="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心观点摘要</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
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<p class="text-gray-300">国际军贸已从"主题炒作"进入"基本面驱动"阶段，中国凭借<span class="highlight">性价比+体系化优势</span>填补美俄缺口，2024年军贸出口<span class="highlight">172.54亿美元</span>（同比+56%），进入持续3-5年的顺差周期。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">核心驱动力</h3>
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<p class="text-gray-300">地缘冲突（俄乌、印巴、中东）推高全球军费（2024年达<span class="highlight">2.72万亿美元</span>，+9.4%），中国装备实战验证+产能外溢（"十四五"末军工产能利用率<70%）形成供需共振。</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">核心驱动力分析</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">供给端缺口</h3>
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<ul class="space-y-2 text-gray-300">
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<li>• 俄罗斯军贸份额从<span class="highlight">21.5%</span>跌至<span class="highlight">10.5%</span></li>
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<li>• 美国F-35交付延迟至2027年</li>
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<li>• 2024年珠海航展签约<span class="highlight">2856亿元</span></li>
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<li>• 歼-10CE、VT-4、红旗-9P等爆款型号出口加速</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">需求端爆发</h3>
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<ul class="space-y-2 text-gray-300">
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<li>• 中东：沙特2024年军费<span class="highlight">750亿美元</span>（+17%）</li>
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<li>• 计划采购中国隐身战机（歼-35）和防空系统</li>
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<li>• 东南亚：印尼、马来西亚转向中国无人机</li>
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<li>• 翼龙-3替代美制MQ-9</li>
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</ul>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">政策催化</h3>
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<ul class="space-y-2 text-gray-300">
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<li>• 2024年《两用物项出口管制条例》落地</li>
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<li>• 简化审批流程</li>
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<li>• 军贸审批周期从<span class="highlight">18个月缩短至6个月</span></li>
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<li>• 政策端明确鼓励军贸出口</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 市场热度与情绪 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">市场热度与情绪</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">研报密度</h3>
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<p class="text-gray-300 mb-4">2025年5-7月发布军贸专题报告<span class="highlight">15篇</span>（vs 2024年全年仅8篇），机构一致预期"军贸将重塑军工估值体系"。</p>
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<div class="w-full bg-slate-700 rounded-full h-2.5">
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<div class="bg-blue-600 h-2.5 rounded-full" style="width: 87.5%"></div>
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</div>
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<p class="text-sm text-gray-400 mt-2">同比增长87.5%</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">情绪指标</h3>
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<p class="text-gray-300 mb-4">中信军工指数5月7日单日涨幅<span class="highlight">3.82%</span>，中航成飞涨停，但部分标的（如中航沈飞）涨幅滞后，存在补涨空间。</p>
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<div class="flex items-center space-x-4">
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<div class="text-center">
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<div class="text-2xl font-bold text-green-400">+3.82%</div>
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<div class="text-sm text-gray-400">指数涨幅</div>
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</div>
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<div class="text-center">
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<div class="text-2xl font-bold text-red-400">+10%</div>
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<div class="text-sm text-gray-400">成飞涨停</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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<!-- 预期差分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">预期差分析</h2>
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<div class="bg-slate-800 rounded-lg p-5">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">市场忽略点</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h4 class="font-semibold mb-2 text-gray-200">维修后市场</h4>
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<p class="text-gray-300">美国F-16全生命周期维修成本占比<span class="highlight">78%</span>，中国军贸装备2025年起进入维修周期，航发动力、中航西飞等受益。</p>
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</div>
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<div>
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<h4 class="font-semibold mb-2 text-gray-200">低成本装备</h4>
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<p class="text-gray-300">FPV无人机（单价<span class="highlight">3000-5000元</span>）在俄乌战场消耗量达<span class="highlight">50万架/周</span>，产业链（睿创维纳、中润光学）未被充分定价。</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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<!-- 关键催化剂 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="space-y-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="grid md:grid-cols-2 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-gray-200">中东订单落地</h4>
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<p class="text-gray-300">阿联酋、沙特代表团7月访华，预计签订<span class="highlight">歼-35</span>（20架，单价8000万美元）和<span class="highlight">红旗-19</span>（5套，单价3亿美元）。</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<h4 class="font-semibold mb-2 text-gray-200">珠海航展（2025-11）</h4>
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<p class="text-gray-300">歼-35、运-20军贸型号首次公开出口报价，催化新一轮行情。</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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<h3 class="text-lg font-semibold mb-3 text-blue-300">长期路径（2025-2030）</h3>
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<div class="space-y-3">
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<div class="bg-slate-800 rounded-lg p-4">
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<span class="font-semibold text-blue-300">阶段1（2025-2026）：</span>
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<span class="text-gray-300">爆款型号放量（歼-35、VT-4），军贸收入占比提升至<span class="highlight">30%</span>（当前<10%）。</span>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<span class="font-semibold text-blue-300">阶段2（2027-2028）：</span>
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<span class="text-gray-300">体系化输出（无人机+雷达+导弹），中东、东南亚市场渗透率超<span class="highlight">50%</span>。</span>
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</div>
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||
<div class="bg-slate-800 rounded-lg p-4">
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||
<span class="font-semibold text-blue-300">阶段3（2029-2030）：</span>
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<span class="text-gray-300">技术合作模式（如中巴JF-17联合生产），中国成为全球第二大军贸出口国（份额<span class="highlight">15%+</span>）。</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链图谱 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链图谱</h2>
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<div class="flex flex-wrap justify-center items-center gap-4 mb-6">
|
||
<div class="bg-blue-900 px-4 py-2 rounded-lg text-center">
|
||
<div class="text-sm text-gray-300">上游</div>
|
||
<div class="font-semibold">材料/元器件</div>
|
||
</div>
|
||
<div class="text-gray-400">→</div>
|
||
<div class="bg-blue-900 px-4 py-2 rounded-lg text-center">
|
||
<div class="text-sm text-gray-300">中游</div>
|
||
<div class="font-semibold">主机厂/分系统</div>
|
||
</div>
|
||
<div class="text-gray-400">→</div>
|
||
<div class="bg-blue-900 px-4 py-2 rounded-lg text-center">
|
||
<div class="text-sm text-gray-300">下游</div>
|
||
<div class="font-semibold">军贸代理/维修</div>
|
||
</div>
|
||
</div>
|
||
<div class="grid md:grid-cols-4 gap-4 text-sm">
|
||
<div>
|
||
<h4 class="font-semibold mb-2 text-blue-300">材料</h4>
|
||
<p class="text-gray-300">光威复材（碳纤维）<br>菲利华（石英纤维）</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-2 text-blue-300">主机厂</h4>
|
||
<p class="text-gray-300">中航沈飞（歼-35）<br>中航西飞（运-20）<br>内蒙一机（VT-4）</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-2 text-blue-300">分系统</h4>
|
||
<p class="text-gray-300">航发动力（发动机）<br>国睿科技（雷达）<br>航天彩虹（无人机）</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-2 text-blue-300">代理</h4>
|
||
<p class="text-gray-300">中航技（军贸总包）<br>北方工业（装甲车出口）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心玩家对比 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">核心玩家对比</h2>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">军贸占比</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">核心逻辑</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航沈飞</td>
|
||
<td class="py-3 px-4">5%→30%</td>
|
||
<td class="py-3 px-4">歼-35唯一出口商，中东订单弹性大</td>
|
||
<td class="py-3 px-4">歼-20军转民进度不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航西飞</td>
|
||
<td class="py-3 px-4">10%→40%</td>
|
||
<td class="py-3 px-4">运-20垄断200吨级市场，C-17停产</td>
|
||
<td class="py-3 px-4">小国军采需求验证不足</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天彩虹</td>
|
||
<td class="py-3 px-4">85%</td>
|
||
<td class="py-3 px-4">翼龙系列出口十余国，亚洲市场突破</td>
|
||
<td class="py-3 px-4">土耳其TB2竞争加剧</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国睿科技</td>
|
||
<td class="py-3 px-4">80%</td>
|
||
<td class="py-3 px-4">雷达军贸订单14亿（同比+300%）</td>
|
||
<td class="py-3 px-4">技术迭代滞后于美国</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 验证与证伪 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">验证与证伪</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-green-900 bg-opacity-30 rounded-lg p-5 border border-green-700">
|
||
<h3 class="text-lg font-semibold mb-3 text-green-400">验证</h3>
|
||
<p class="text-gray-300">航天南湖2025年关联销售<span class="highlight">2.77亿</span>（vs 2024年<span class="highlight">0.5亿</span>），印证军贸订单爆发。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-30 rounded-lg p-5 border border-red-700">
|
||
<h3 class="text-lg font-semibold mb-3 text-red-400">证伪</h3>
|
||
<p class="text-gray-300">研报称"歼-35已获埃及48架订单"，但路演中中航沈飞未确认，需跟踪11月航展签约。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">风险类型</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">具体表现</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">技术风险</td>
|
||
<td class="py-3 px-4">歼-35发动机国产化率未达100%</td>
|
||
<td class="py-3 px-4"><span class="risk-medium">中</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">商业化风险</td>
|
||
<td class="py-3 px-4">运-20对小国"性能过剩"，需开发民用版本</td>
|
||
<td class="py-3 px-4"><span class="risk-high">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">政策风险</td>
|
||
<td class="py-3 px-4">美国或对中东国家施压禁用中国装备</td>
|
||
<td class="py-3 px-4"><span class="risk-high">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">信息矛盾</td>
|
||
<td class="py-3 px-4">SIPRI数据与中国海关出口金额差异20%</td>
|
||
<td class="py-3 px-4"><span class="risk-medium">中</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-slate-800 rounded-lg p-5">
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||
<p class="text-gray-300">军贸已从"事件驱动"进入"订单驱动"，2025-2026年为<span class="highlight">主升浪</span>。</p>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">投资方向</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-gray-200">主机厂</h4>
|
||
<p class="text-gray-300 text-sm">中航沈飞（歼-35）、中航西飞（运-20）——<span class="highlight">量价齐升</span></p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-gray-200">耗材链</h4>
|
||
<p class="text-gray-300 text-sm">中兵红箭（VT-4弹药）、航天彩虹（无人机）——<span class="highlight">高周转</span></p>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<h4 class="font-semibold mb-2 text-gray-200">维修链</h4>
|
||
<p class="text-gray-300 text-sm">航发动力（发动机换发）、中航高科（复材维修）——<span class="highlight">后市场</span></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<span class="font-semibold text-gray-200">订单：</span>
|
||
<span class="text-gray-300">2025H2中东歼-35订单数量（目标<span class="highlight">≥20架</span>）</span>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<span class="font-semibold text-gray-200">毛利率：</span>
|
||
<span class="text-gray-300">中航西飞军贸业务毛利率能否突破<span class="highlight">25%</span>（当前<span class="highlight">2.37%</span>）</span>
|
||
</div>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<span class="font-semibold text-gray-200">政策：</span>
|
||
<span class="text-gray-300">11月珠海航展是否发布《军贸出口白名单》</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票数据</h2>
|
||
|
||
<!-- 军贸(250608更新) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">军贸(250608更新)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">行业</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航成飞</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">航空装备</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">研产歼10C等航空整机装备，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">成飞集成</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">成飞集团重要供应商，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">爱乐达</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">成飞供应商，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">贵航股份</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">成飞供应商，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">七丰精工</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">成飞供应商，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">川环科技</td>
|
||
<td class="py-3 px-4">歼-10</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">成飞合作，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航沈飞</td>
|
||
<td class="py-3 px-4">歼-35</td>
|
||
<td class="py-3 px-4">航空装备</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">2024年沈飞研制的中型隐身多用途战斗机歼-35A首次亮相珠海航展，来源央视网</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国睿科技</td>
|
||
<td class="py-3 px-4">歼-35</td>
|
||
<td class="py-3 px-4">雷达</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">机载雷达，来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">佳驰科技</td>
|
||
<td class="py-3 px-4">歼-35</td>
|
||
<td class="py-3 px-4">隐身材料</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">隐身涂料及结构件，来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航发科技</td>
|
||
<td class="py-3 px-4">歼-35</td>
|
||
<td class="py-3 px-4">发动机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">发动机，来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">*ST铖昌</td>
|
||
<td class="py-3 px-4">歼-35</td>
|
||
<td class="py-3 px-4">芯片</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">数据链用TR芯片，来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航西飞</td>
|
||
<td class="py-3 px-4">空警500</td>
|
||
<td class="py-3 px-4">预警机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">空警2000、空警200、空警500预警机，来源互动</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">四创电子</td>
|
||
<td class="py-3 px-4">空警500</td>
|
||
<td class="py-3 px-4">雷达</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">中国电科为公司实控人，空警500预警机的核心载荷预警雷达是由中国电科38所研制，来源公告/媒体</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">洪都航空</td>
|
||
<td class="py-3 px-4">教练机</td>
|
||
<td class="py-3 px-4">教练机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">教练机核心主机厂，来源研究机构</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航西飞</td>
|
||
<td class="py-3 px-4">军机</td>
|
||
<td class="py-3 px-4">军机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">贵航股份、中航沈飞，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中直股份</td>
|
||
<td class="py-3 px-4">直升机</td>
|
||
<td class="py-3 px-4">直升机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天彩虹</td>
|
||
<td class="py-3 px-4">无人机</td>
|
||
<td class="py-3 px-4">无人机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">中无人机、航天电子、纵横股份、广联航空、山河智能、成飞集成、永悦科技、海格通信、*ST观典，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天科技</td>
|
||
<td class="py-3 px-4">动力系统</td>
|
||
<td class="py-3 px-4">动力系统</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">航天动力、航发科技、航发动力，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">赛微电子</td>
|
||
<td class="py-3 px-4">惯性导航</td>
|
||
<td class="py-3 px-4">惯性导航</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">晨曦航空、北方导航，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航新科技</td>
|
||
<td class="py-3 px-4">控制/电子</td>
|
||
<td class="py-3 px-4">控制/电子</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">中航机载、新兴装备、航发控制、晨曦航空，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航重机</td>
|
||
<td class="py-3 px-4">航空锻件</td>
|
||
<td class="py-3 px-4">航空锻件</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">派克新材、航宇科技、三角防务，来源互动/公告</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天南湖</td>
|
||
<td class="py-3 px-4">红旗19</td>
|
||
<td class="py-3 px-4">制导雷达</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国睿科技</td>
|
||
<td class="py-3 px-4">红旗19</td>
|
||
<td class="py-3 px-4">预警雷达</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">来源网传纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国科军工</td>
|
||
<td class="py-3 px-4">红旗19</td>
|
||
<td class="py-3 px-4">固体发动机</td>
|
||
<td class="py-3 px-4">军工</td>
|
||
<td class="py-3 px-4">固体发动机点火装置YD039/XM、YD040/XM及导弹安全保险装置YZ051/XM应用于Px系列空空导弹，来源年报</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 巴印军贸(250507) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">巴印军贸(250507)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4 text-blue-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-blue-300">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航成飞</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">歼-20、歼-10、枭龙</td>
|
||
<td class="py-3 px-4">航空工业集团旗下公司</td>
|
||
<td class="py-3 px-4">中航工业旗下歼-20、歼-10、枭龙的唯一供应商，两型飞机已出口巴基斯坦等国家</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">晨曦航空</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">航空机电产品</td>
|
||
<td class="py-3 px-4">长期专注于航空机电产品的研发与生产，应用于多型号军用飞机</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">利君股份</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">航空航天零部件</td>
|
||
<td class="py-3 px-4">全资子公司德坤航空承接的航空航天零部件应用于多型号军用飞机</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">宗申动力</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">彩虹无人机、翼龙无人机</td>
|
||
<td class="py-3 px-4">航空发动机</td>
|
||
<td class="py-3 px-4">宗申航发的航空发动机产品已在彩虹无人机、翼龙无人机等机型上使用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">华伍股份</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">出口巴基斯坦</td>
|
||
<td class="py-3 px-4">军贸合作</td>
|
||
<td class="py-3 px-4">与巴基斯坦军贸有合作，每年有几千万的产品出口到巴基斯坦</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航西飞</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">ZDK03预警机</td>
|
||
<td class="py-3 px-4">军贸出口</td>
|
||
<td class="py-3 px-4">巴基斯坦订购了4架ZDK03预警机，据外媒报道价格不超过3亿美元</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中无人机</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">翼龙武装无人机、AG-300M导弹</td>
|
||
<td class="py-3 px-4">军贸出口</td>
|
||
<td class="py-3 px-4">出口巴基斯坦翼龙武装无人机，携带12枚AG-300M空地导弹，射程达18公里</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中直股份</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">直-10ME</td>
|
||
<td class="py-3 px-4">军贸交付</td>
|
||
<td class="py-3 px-4">首批直-10ME将于2025年初交付巴基斯坦，预计2-3年交付完毕</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">成飞集成</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">无人机零件加工</td>
|
||
<td class="py-3 px-4">与成飞集团同为航空工业集团旗下公司，承接无人机零件数控加工业务</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">爱乐达</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">航空制造</td>
|
||
<td class="py-3 px-4">中航工业下属主机厂加领域唯一战略合作合作伙伴，客户覆盖多家主机厂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天彩虹</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">彩虹-4A无人机</td>
|
||
<td class="py-3 px-4">军贸出口</td>
|
||
<td class="py-3 px-4">网传公司彩虹-4A无人机曾出口巴基斯坦</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中航光电</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">C4ISR系统</td>
|
||
<td class="py-3 px-4">军用连接器</td>
|
||
<td class="py-3 px-4">为巴军C4ISR系统提供中航光电军用连接器，产品集成</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">洪都航空</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">L-15教练机</td>
|
||
<td class="py-3 px-4">军贸出口</td>
|
||
<td class="py-3 px-4">公司参与出口巴基斯坦教练机L-15的生产</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">佳力奇</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">JF-17</td>
|
||
<td class="py-3 px-4">碳纤维结构件</td>
|
||
<td class="py-3 px-4">为JF-17提供碳纤维机身结构件和机翼大壁板</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">新光光电</td>
|
||
<td class="py-3 px-4">飞行器</td>
|
||
<td class="py-3 px-4">激光发射系统</td>
|
||
<td class="py-3 px-4">激光对抗技术</td>
|
||
<td class="py-3 px-4">完成了国内多台套激光发射系统的样机研制工作，为高功率激光对抗系统提供技术支撑</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">内蒙一机</td>
|
||
<td class="py-3 px-4">装甲车</td>
|
||
<td class="py-3 px-4">CKD/SKD铁路货车</td>
|
||
<td class="py-3 px-4">轮履装甲车辆制造</td>
|
||
<td class="py-3 px-4">轮履装甲车辆制造，公司民品铁路车辆业务完成巴基斯坦CKD、SKD系列铁路货车交付</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中兵红箭</td>
|
||
<td class="py-3 px-4">装甲车</td>
|
||
<td class="py-3 px-4">VT-4主战坦克</td>
|
||
<td class="py-3 px-4">军用弹药供应</td>
|
||
<td class="py-3 px-4">为巴基斯坦采购的VT-4主战坦克弹药供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天长峰</td>
|
||
<td class="py-3 px-4">导弹</td>
|
||
<td class="py-3 px-4">红箭-9防空导弹</td>
|
||
<td class="py-3 px-4">防空导弹出口</td>
|
||
<td class="py-3 px-4">为航天二院（研制红旗-9防空导弹销往巴基斯坦）的资本运作平台</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">天箭股份</td>
|
||
<td class="py-3 px-4">导弹</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">导弹雷达技术</td>
|
||
<td class="py-3 px-4">主营高波段大功率固态微波前端产品，应用于弹载、机载、星载雷达等军事领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">北方导航</td>
|
||
<td class="py-3 px-4">导弹</td>
|
||
<td class="py-3 px-4">红箭-8反坦克导弹</td>
|
||
<td class="py-3 px-4">技术转移</td>
|
||
<td class="py-3 px-4">参与红箭-8反坦克导弹技术转移至巴基斯坦</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天南湖</td>
|
||
<td class="py-3 px-4">防空系统</td>
|
||
<td class="py-3 px-4">LY-70防空系统</td>
|
||
<td class="py-3 px-4">防空雷达出口</td>
|
||
<td class="py-3 px-4">出口LY-70防空系统及航天南湖配套雷达，用于构建巴方防空网</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">天箭科技</td>
|
||
<td class="py-3 px-4">防空系统</td>
|
||
<td class="py-3 px-4">霹雳-15导弹</td>
|
||
<td class="py-3 px-4">导弹制导技术</td>
|
||
<td class="py-3 px-4">网传霹雳-15导弹在印巴冲突中发挥重要作用，公司专注于高波段、大功率固态微波前端产品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国睿科技</td>
|
||
<td class="py-3 px-4">防空系统</td>
|
||
<td class="py-3 px-4">雷达出口</td>
|
||
<td class="py-3 px-4">军用雷达制造</td>
|
||
<td class="py-3 px-4">公司与国内有军贸产品代理出口权的贸易公司签订外销雷达业务的合同</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">建设工业</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">轻武器装备</td>
|
||
<td class="py-3 px-4">军贸产品</td>
|
||
<td class="py-3 px-4">公司全口径枪械类轻武器装备类军贸产品广泛出口</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">北方股份</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">P92钢管</td>
|
||
<td class="py-3 px-4">能源基建</td>
|
||
<td class="py-3 px-4">控股股东北重集团是国家重要武器装备研发生产基地，其P92钢管应用于巴基斯坦吉航1263兆瓦超超临界燃机电站P92四大管道项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">恒天海龙</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">防弹材料生产</td>
|
||
<td class="py-3 px-4">生产防弹材料，下游客户利用防弹材料制成防弹头盔、防弹衣等军工产品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">广东宏大</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">飞行手雷</td>
|
||
<td class="py-3 px-4">军工产品</td>
|
||
<td class="py-3 px-4">公司旗下有微型共轴双旋翼飞行手雷；孙公司为宏大爆破巴基斯坦工程公司</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">龙洲股份</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">中巴经济走廊</td>
|
||
<td class="py-3 px-4">军贸资质</td>
|
||
<td class="py-3 px-4">军品供应资质申请已取得保密资质，控股的巴基斯坦沥久公司曾参与中巴经济走廊最大交通基础设施项目"白沙瓦-卡拉奇"高速公路苏木段（苏库尔至木尔坦）建设</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
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|
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