790 lines
39 KiB
HTML
790 lines
39 KiB
HTML
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<!DOCTYPE html>
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.badge-dot {
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</style>
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</head>
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<body>
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<div class="space-bg">
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<div class="stars"></div>
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</div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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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 gradient-text">太空行走概念分析</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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商业航天从"运输"向"作业"升级，太空行走开启新纪元
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</p>
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</div>
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<!-- 概念事件 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-300">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-2 text-slate-200">背景</h3>
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<p class="text-slate-300 mb-4">
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2024年9月12日，SpaceX"北极星黎明"任务完成<strong class="text-blue-300">全球首次商业太空行走</strong>，由非职业宇航员贾里德·艾萨克曼和莎拉·吉利斯在<strong class="text-blue-300">700公里轨道高度</strong>出舱，持续<strong class="text-blue-300">1小时46分钟</strong>，标志着商业航天从"运输"向"作业"升级。
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</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-slate-200">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-300 font-semibold">2024-08-19</div>
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<div class="text-slate-300">SpaceX宣布任务计划，引发全球关注</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-300 font-semibold">2024-08-27</div>
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<div class="text-slate-300">因地面系统故障首次推迟发射</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-300 font-semibold">2024-09-10</div>
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<div class="text-slate-300">猎鹰9号成功发射，4名私人宇航员入轨</div>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-300 font-semibold">2024-09-12</div>
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<div class="text-slate-300">正式完成太空行走，使用SpaceX自研轻量化舱外航天服</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot absolute -left-8"></div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-blue-300 font-semibold">2024-09-15</div>
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<div class="text-slate-300">龙飞船溅落佛罗里达，任务圆满收官</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-purple-300">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-slate-200">阶段判断</h3>
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<p class="text-slate-300">
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太空行走概念处于<strong class="text-purple-300">"技术验证→商业化萌芽"</strong>过渡期，<strong class="text-purple-300">短期主题驱动</strong>（SpaceX示范效应），<strong class="text-purple-300">中长期依赖产业链降本+政策开放</strong>。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-slate-200">核心驱动力</h3>
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<p class="text-slate-300">
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<strong class="text-purple-300">商业航天技术闭环</strong>（可重复使用火箭+轻量化航天服+星座组网需求）+ <strong class="text-purple-300">中国低轨卫星星座2025年密集发射</strong>带来的配套需求。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<h3 class="text-lg font-semibold mb-2 text-slate-200">未来潜力</h3>
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<p class="text-slate-300">
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若中国GW星座/G60星座2025年如期组网，<strong class="text-purple-300">太空行走相关装备（航天服、生命保障系统、舱外工具）市场空间或达百亿级</strong>。
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</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-slate-200">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">技术突破</div>
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<p class="text-slate-300 text-sm">
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SpaceX此次任务验证了<strong class="text-cyan-300">商业航天服</strong>（重量减轻40% vs NASA传统舱外服）和<strong class="text-cyan-300">非职业宇航员操作可行性</strong>，降低未来太空作业门槛。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">需求场景</div>
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<p class="text-slate-300 text-sm">
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低轨卫星星座（如中国GW星座计划<strong class="text-cyan-300">1.4万颗卫星</strong>）需<strong class="text-cyan-300">在轨维护、燃料补加、模块更换</strong>，催生常态化太空行走需求（中信证券路演数据）。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">政策催化</div>
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<p class="text-slate-300 text-sm">
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中国2024年将商业航天纳入"新质生产力"，海南文昌商业发射场2025年全面投用（中信建投军工路演）。
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</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-slate-200">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">新闻热度</div>
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<p class="text-slate-300 text-sm">
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9月12日任务当天，<strong class="text-cyan-300">"商业太空行走"百度指数飙升至3个月高点</strong>（数据来源：百度指数）。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">研报密集度</div>
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<p class="text-slate-300 text-sm">
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2024年8-9月，<strong class="text-cyan-300">中信证券、中信建投、东北军工等7家机构</strong>发布商业航天专题，<strong class="text-cyan-300">太空行走被列为"卫星互联网后周期"核心场景</strong>。
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</p>
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</div>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="text-cyan-300 font-semibold mb-2">情绪分歧</div>
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<p class="text-slate-300 text-sm">
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乐观方（如中信证券）认为2025年星座组网将带动太空作业需求；谨慎方（如部分路演纪要）指出<strong class="text-cyan-300">中国民营航天服技术尚未验证</strong>。
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</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-xl font-semibold mb-3 text-slate-200">预期差分析</h3>
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<div class="bg-slate-800 rounded-lg p-4">
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<div class="mb-3">
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<div class="text-cyan-300 font-semibold mb-1">市场认知</div>
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<p class="text-slate-300">
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普遍将太空行走视为"SpaceX独有能力"，忽略<strong class="text-cyan-300">中国供应链潜在机会</strong>。
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</p>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div>
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<div class="text-cyan-300 font-semibold mb-1">航天服</div>
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<p class="text-slate-300 text-sm">
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中国航天科技集团五院已研发<strong class="text-cyan-300">"飞天"舱外服二代</strong>（2023年空间站任务），但<strong class="text-cyan-300">商业化版本成本未公开</strong>（路演显示单套NASA舱外服造价约<strong class="text-cyan-300">1500万美元</strong>，SpaceX目标降至<strong class="text-cyan-300">200万美元</strong>）。
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</p>
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</div>
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<div>
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<div class="text-cyan-300 font-semibold mb-1">应用场景</div>
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<p class="text-slate-300 text-sm">
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研报聚焦"卫星维护"，但路演中V2X等公司提及<strong class="text-cyan-300">太空旅游EVA（舱外活动）</strong>可能成为高端付费项目（维珍银河Delta飞船计划2026年提供太空行走体验，票价<strong class="text-cyan-300">100万美元/座</strong>）。
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</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-green-300">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-slate-200">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-green-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold text-white">1</span>
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</div>
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<div class="text-slate-300">
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<strong class="text-green-300">中国GW星座首批卫星发射</strong>（2024Q4-2025Q1）：若采用<strong class="text-green-300">可展开机械臂</strong>（航天电子路演提及），需配套舱外工具。
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-green-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold text-white">2</span>
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</div>
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<div class="text-slate-300">
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<strong class="text-green-300">航天科技集团雄安卫星公司</strong>（2024年9月成立）订单落地：可能释放<strong class="text-green-300">商业航天服采购需求</strong>（注册资本12亿元，聚焦小卫星制造）。
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 w-6 h-6 rounded-full bg-green-500 flex items-center justify-center mt-1 mr-3">
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<span class="text-xs font-bold text-white">3</span>
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</div>
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<div class="text-slate-300">
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<strong class="text-green-300">海南文昌发射场二号工位投用</strong>（2024年12月）：<strong class="text-green-300">民营火箭可回收试验</strong>（如深蓝航天"星云-M"VTVL测试）将验证低成本太空作业可行性。
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-slate-200">长期发展路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
|
||
<i class="fas fa-rocket text-xs text-white"></i>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-blue-300">2025-2026年</strong>：中国G60星座（108颗卫星）组网，需<strong class="text-blue-300">在轨故障维修</strong>（银河航天路演提及卫星寿命末期维护需求）。
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
|
||
<i class="fas fa-rocket text-xs text-white"></i>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-blue-300">2027-2030年</strong>：太空旅游EVA商业化（维珍银河、SpaceX北极星系列），<strong class="text-blue-300">航天服年需求量或达50套</strong>（假设每套服务20次EVA）。
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-blue-500 flex items-center justify-center mt-1 mr-3">
|
||
<i class="fas fa-rocket text-xs text-white"></i>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-blue-300">技术里程碑</strong>：<strong class="text-blue-300">轻量化航天服</strong>（<50kg）+ <strong class="text-blue-300">机械臂协同操作</strong>（航天电子2025年技术验证）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-yellow-300">产业链与核心公司深度剖析</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">产业链图谱</h3>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="flex flex-col md:flex-row justify-between items-center">
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="text-yellow-300 font-semibold mb-2">上游</div>
|
||
<div class="text-slate-300">特种材料<br>（超高分子量聚乙烯、钛合金）</div>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<i class="fas fa-arrow-right text-yellow-300 text-2xl hidden md:block"></i>
|
||
<i class="fas fa-arrow-down text-yellow-300 text-2xl md:hidden"></i>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<div class="text-yellow-300 font-semibold mb-2">中游</div>
|
||
<div class="text-slate-300">航天服/生命保障系统</div>
|
||
</div>
|
||
|
||
<div class="text-center mb-4 md:mb-0">
|
||
<i class="fas fa-arrow-right text-yellow-300 text-2xl hidden md:block"></i>
|
||
<i class="fas fa-arrow-down text-yellow-300 text-2xl md:hidden"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="text-yellow-300 font-semibold mb-2">下游</div>
|
||
<div class="text-slate-300">卫星运营商/太空旅游公司</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700">
|
||
<th class="py-3 px-4 text-left text-yellow-300 font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left text-yellow-300 font-semibold">角色</th>
|
||
<th class="py-3 px-4 text-left text-yellow-300 font-semibold">进展</th>
|
||
<th class="py-3 px-4 text-left text-yellow-300 font-semibold">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">烽火电子</td>
|
||
<td class="py-3 px-4 text-slate-300">航天通讯设备</td>
|
||
<td class="py-3 px-4 text-slate-300">子公司宏声科技提供<strong class="text-yellow-300">舱外服送受话器</strong>（已用于神舟任务）</td>
|
||
<td class="py-3 px-4 text-slate-300">订单依赖国家项目，商业化未验证</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">探路者</td>
|
||
<td class="py-3 px-4 text-slate-300">航天服标准制定</td>
|
||
<td class="py-3 px-4 text-slate-300">参与<strong class="text-yellow-300">航天服标准制定</strong>，产品配套"神十二"至"神十八"</td>
|
||
<td class="py-3 px-4 text-slate-300">技术转化民用进度慢</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">际华集团</td>
|
||
<td class="py-3 px-4 text-slate-300">航天员装备</td>
|
||
<td class="py-3 px-4 text-slate-300">研制<strong class="text-yellow-300">神舟十四号出舱靴</strong>，具备航天鞋靴量产能力</td>
|
||
<td class="py-3 px-4 text-slate-300">军品定价机制压制利润率</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">昊华科技</td>
|
||
<td class="py-3 px-4 text-slate-300">舱外服橡胶制品</td>
|
||
<td class="py-3 px-4 text-slate-300"><strong class="text-yellow-300">宇航员舱外服橡胶制品唯一供应商</strong>（路演确认）</td>
|
||
<td class="py-3 px-4 text-slate-300">产能扩张需资本开支</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">维珍银河</td>
|
||
<td class="py-3 px-4 text-slate-300">太空旅游EVA</td>
|
||
<td class="py-3 px-4 text-slate-300">Delta飞船2026年提供<strong class="text-yellow-300">商业太空行走</strong>（票价100万美元）</td>
|
||
<td class="py-3 px-4 text-slate-300">技术验证延迟（2025年试飞）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">验证与证伪</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-yellow-300 font-semibold mb-2">烽火电子</div>
|
||
<p class="text-slate-300 text-sm">
|
||
路演显示其送受话器<strong class="text-yellow-300">已用于空间站任务</strong>，但<strong class="text-yellow-300">未提及商业订单</strong>（预期差：需跟踪GW星座招标）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-yellow-300 font-semibold mb-2">昊华科技</div>
|
||
<p class="text-slate-300 text-sm">
|
||
路演明确其<strong class="text-yellow-300">橡胶制品为舱外服关键部件</strong>，但<strong class="text-yellow-300">未披露成本占比</strong>（需验证是否受益轻量化趋势）。
|
||
</p>
|
||
</div>
|
||
</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-4 text-red-300">潜在风险与挑战</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">技术风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">中国航天服商业化</div>
|
||
<p class="text-slate-300 text-sm">
|
||
目前仅国家项目使用，<strong class="text-red-300">民营版本可靠性未验证</strong>（中信建投军工路演提及"需通过2025年低轨任务测试"）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">机械臂协同</div>
|
||
<p class="text-slate-300 text-sm">
|
||
航天电子2025年技术验证，<strong class="text-red-300">失败将影响太空作业效率</strong>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">商业化风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">成本</div>
|
||
<p class="text-slate-300 text-sm">
|
||
SpaceX航天服目标<strong class="text-red-300">200万美元/套</strong>，中国同类产品成本未知（若高于500万美元将限制需求）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">需求规模</div>
|
||
<p class="text-slate-300 text-sm">
|
||
GW星座若推迟发射（如2025年不足100颗），<strong class="text-red-300">太空行走需求或低于预期</strong>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">政策风险</h3>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">国际管制</div>
|
||
<p class="text-slate-300 text-sm">
|
||
美国ITAR管制可能限制<strong class="text-red-300">中国航天服技术合作</strong>（V2X路演提及"国际供应链风险"）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">信息矛盾</h3>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-1">维珍银河</div>
|
||
<p class="text-slate-300 text-sm">
|
||
路演称Delta飞船2026年提供EVA，但<strong class="text-red-300">2023年财报仍亏损5000万美元</strong>（现金流压力或延迟计划）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</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-4 text-indigo-300">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">阶段判断</h3>
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<p class="text-slate-300">
|
||
当前处于<strong class="text-indigo-300">"技术验证→订单落地"</strong>过渡期，<strong class="text-indigo-300">主题炒作为主</strong>，需跟踪2025年GW星座招标。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-indigo-300 font-semibold mb-2">最纯标的</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-indigo-300">昊华科技</strong>（舱外服橡胶制品垄断）+ <strong class="text-indigo-300">际华集团</strong>（航天鞋靴量产能力）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800 rounded-lg p-4">
|
||
<div class="text-indigo-300 font-semibold mb-2">弹性标的</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-indigo-300">烽火电子</strong>（若GW星座释放通讯设备订单，<strong class="text-indigo-300">收入弹性或达30%</strong>）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-slate-200">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 flex items-center justify-center mt-1 mr-3">
|
||
<span class="text-xs font-bold text-white">1</span>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-indigo-300">GW星座2025年发射计划</strong>（是否超100颗卫星）。
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 flex items-center justify-center mt-1 mr-3">
|
||
<span class="text-xs font-bold text-white">2</span>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-indigo-300">航天科技集团雄安公司</strong>航天服招标（预计2024Q4启动）。
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-6 h-6 rounded-full bg-indigo-500 flex items-center justify-center mt-1 mr-3">
|
||
<span class="text-xs font-bold text-white">3</span>
|
||
</div>
|
||
<div class="text-slate-300">
|
||
<strong class="text-indigo-300">维珍银河Delta飞船试飞进度</strong>（2025年是否如期进行EVA测试）。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-red-900 bg-opacity-30 border border-red-700 rounded-lg p-4">
|
||
<div class="text-red-300 font-semibold mb-2">风险提示</div>
|
||
<p class="text-slate-300">
|
||
若中国商业航天服2025年未通过低轨任务验证，<strong class="text-red-300">全产业链逻辑将证伪</strong>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-pink-300">关联股票</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-slate-800 rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-slate-700">
|
||
<th class="py-3 px-4 text-left text-pink-300 font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-pink-300 font-semibold">项目/产品应用</th>
|
||
<th class="py-3 px-4 text-left text-pink-300 font-semibold">产业链角色</th>
|
||
<th class="py-3 px-4 text-left text-pink-300 font-semibold">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">三夫户外</td>
|
||
<td class="py-3 px-4 text-slate-300">X-BIONIC品牌研发</td>
|
||
<td class="py-3 px-4 text-slate-300">宇航服供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">公司打造建设X-BIONIC品牌，直接参与宇航员宇航服的研发。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">烽火电子</td>
|
||
<td class="py-3 px-4 text-slate-300">空间站舱外航天服送受话器</td>
|
||
<td class="py-3 px-4 text-slate-300">航天通讯设备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">子公司宏声提供舱外航天服送受话器，负责航天员与地面语音通话。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">新兴装备</td>
|
||
<td class="py-3 px-4 text-slate-300">-</td>
|
||
<td class="py-3 px-4 text-slate-300">临近空间航天装备核心供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">公司专注于临近空间航天装备的核心部件供应。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">探路者</td>
|
||
<td class="py-3 px-4 text-slate-300">航天服标准制定</td>
|
||
<td class="py-3 px-4 text-slate-300">航天服标准制定参与者</td>
|
||
<td class="py-3 px-4 text-slate-300">参与航天服标准制定，航天服产品曾获亚洲户外装备大奖。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">隆华新材</td>
|
||
<td class="py-3 px-4 text-slate-300">尼龙工程塑料树脂</td>
|
||
<td class="py-3 px-4 text-slate-300">航天服材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">产品包括尼龙及尼龙66工程塑料树脂，应用于宇航服。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">北化股份</td>
|
||
<td class="py-3 px-4 text-slate-300">航天员防护装备</td>
|
||
<td class="py-3 px-4 text-slate-300">航天防护设备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">研制航天员用防毒面具、防护面罩等，为神舟任务提供防护服。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">如意集团</td>
|
||
<td class="py-3 px-4 text-slate-300">莱卡特种纤维并购</td>
|
||
<td class="py-3 px-4 text-slate-300">航天纤维材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">并购莱卡特种纤维，其纤维可用于宇航服。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">奥普光电</td>
|
||
<td class="py-3 px-4 text-slate-300">空间站对接设备</td>
|
||
<td class="py-3 px-4 text-slate-300">航天设备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">产品包括空间站对接用靶标、手柄及阀门等。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">华菱线缆</td>
|
||
<td class="py-3 px-4 text-slate-300">航天工程电缆</td>
|
||
<td class="py-3 px-4 text-slate-300">航天电缆供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">提供火箭点火超高温电缆、航天员出仓脐带电缆等。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">哈尔斯</td>
|
||
<td class="py-3 px-4 text-slate-300">SANTIECO智能钛杯</td>
|
||
<td class="py-3 px-4 text-slate-300">航天生活用品供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">旗下品牌SANTIECO推出"钛一生水"智能钛杯，可能用于航天场景。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">昊华科技</td>
|
||
<td class="py-3 px-4 text-slate-300">宇航员舱外服橡胶制品</td>
|
||
<td class="py-3 px-4 text-slate-300">宇航服关键部件供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">具备宇航员舱外服橡胶制品生产能力，是载人飞船航天服关键部件。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">泰和新材</td>
|
||
<td class="py-3 px-4 text-slate-300">防化服和宇航服材料</td>
|
||
<td class="py-3 px-4 text-slate-300">特种材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">产品可用于防化服和宇航服中。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">航宇微</td>
|
||
<td class="py-3 px-4 text-slate-300">太空旅游项目合作</td>
|
||
<td class="py-3 px-4 text-slate-300">太空旅游装备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">与中科宇航合作开发太空旅游项目，提供相关装备和服务。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">南山智尚</td>
|
||
<td class="py-3 px-4 text-slate-300">超高分子量聚乙烯新材料</td>
|
||
<td class="py-3 px-4 text-slate-300">航天材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">超分子量聚乙烯新材料应用于海洋、航空航天等领域。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">际华集团</td>
|
||
<td class="py-3 px-4 text-slate-300">神舟号航天员出征靴</td>
|
||
<td class="py-3 px-4 text-slate-300">航天员装备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">研制神舟十一号航天员出征靴和保护靴。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">江航装备</td>
|
||
<td class="py-3 px-4 text-slate-300">绝压稳压阀、应急呼吸装置</td>
|
||
<td class="py-3 px-4 text-slate-300">航天设备供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">产品助力神舟飞船成功发射及航天员安全。</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700">
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">江瀚新材</td>
|
||
<td class="py-3 px-4 text-slate-300">气凝胶材料</td>
|
||
<td class="py-3 px-4 text-slate-300">航天保温材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">气凝胶材料用于超低温保温、建筑隔热及宇航服制造。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-slate-300 font-semibold">凯盛新材</td>
|
||
<td class="py-3 px-4 text-slate-300">特种纤维</td>
|
||
<td class="py-3 px-4 text-slate-300">航天材料供应商</td>
|
||
<td class="py-3 px-4 text-slate-300">产品用于生产空间移动吊带、阻燃隔热纤维及宇航服。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加一些简单的交互效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
// 为卡片添加悬停效果
|
||
const cards = document.querySelectorAll('.card');
|
||
cards.forEach(card => {
|
||
card.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'translateY(-5px)';
|
||
this.style.transition = 'transform 0.3s ease';
|
||
});
|
||
|
||
card.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'translateY(0)';
|
||
});
|
||
});
|
||
|
||
// 为表格行添加悬停效果
|
||
const tableRows = document.querySelectorAll('tbody tr');
|
||
tableRows.forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
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this.style.backgroundColor = 'rgba(51, 65, 85, 0.5)';
|
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this.style.transition = 'background-color 0.3s ease';
|
||
});
|
||
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.backgroundColor = '';
|
||
});
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |