688 lines
32 KiB
HTML
688 lines
32 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>安全概念股分析报告</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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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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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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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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}
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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#particles-js {
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</style>
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</head>
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<body class="gradient-bg text-gray-100 min-h-screen">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-gradient-to-r from-blue-400 to-cyan-300 bg-clip-text text-transparent">
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安全概念股分析报告
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</h1>
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<p class="text-lg text-gray-300 max-w-3xl mx-auto">
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从政策主题炒作到基本面兑现期，安全概念迎来双轮驱动的黄金时代
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-blue-300 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="text-blue-400 font-semibold mr-3">2024-09-09</span>
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<span class="bg-blue-500 text-xs px-2 py-1 rounded-full">政策发布</span>
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</div>
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<p class="text-gray-200">《人工智能安全治理框架》1.0版发布，明确AI安全治理方向，推动数据安全、模型安全、系统安全等细分需求。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="text-blue-400 font-semibold mr-3">2024-10-31</span>
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<span class="bg-green-500 text-xs px-2 py-1 rounded-full">市场反应</span>
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</div>
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<p class="text-gray-200">工信部印发《工业和信息化领域数据安全事件应急预案（试行）》，数据安全概念股集体拉升（任子行涨停）。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="text-blue-400 font-semibold mr-3">2024-12-18</span>
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<span class="bg-purple-500 text-xs px-2 py-1 rounded-full">合作发布</span>
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</div>
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<p class="text-gray-200">豆包发布"生成式AI安全应急响应指南"，亚信安全作为<strong>唯一认证合作伙伴</strong>深度绑定豆包+鸿蒙生态。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="text-blue-400 font-semibold mr-3">2025-01-01</span>
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<span class="bg-red-500 text-xs px-2 py-1 rounded-full">法规实施</span>
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</div>
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<p class="text-gray-200">《网络数据安全管理条例》正式实施，强制要求政企数据分类分级、跨境合规，催生千亿级合规市场。</p>
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</div>
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</div>
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<div class="timeline-dot">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="text-blue-400 font-semibold mr-3">2025-05-23</span>
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<span class="bg-yellow-500 text-xs px-2 py-1 rounded-full">标准发布</span>
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</div>
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<p class="text-gray-200">应急管理部发布《精细化工企业安全管理规范》，填补化工安全标准空白，推动工业安全需求。</p>
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</div>
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</div>
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</div>
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<div class="mt-6 p-4 bg-blue-900 bg-opacity-30 rounded-lg border-l-4 border-blue-400">
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<p class="text-sm text-blue-200"><strong>核心背景：</strong>政策从"网络安全"升级到"数据要素安全"，叠加AI大模型、鸿蒙生态、卫星互联网等新场景，安全需求从"合规驱动"转向"内生刚需"。</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 bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-cyan-300 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>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 to-blue-700 rounded-lg p-5 transform hover:scale-105 transition-transform">
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<div class="text-blue-300 text-5xl mb-3">01</div>
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<h3 class="text-lg font-bold mb-2">阶段判断</h3>
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<p class="text-sm text-blue-100">安全概念已从<strong>政策主题炒作</strong>进入<strong>基本面兑现期</strong>，2025年数据安全条例落地+AI安全刚需将驱动行业<strong>30%+复合增速</strong>。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900 to-purple-700 rounded-lg p-5 transform hover:scale-105 transition-transform">
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<div class="text-purple-300 text-5xl mb-3">02</div>
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<h3 class="text-lg font-bold mb-2">核心驱动力</h3>
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<p class="text-sm text-purple-100">政策强制合规（数据跨境、AI安全）+技术场景爆发（鸿蒙PC、卫星互联网）+国产替代（信创、昇腾生态）。</p>
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</div>
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<div class="bg-gradient-to-br from-cyan-900 to-cyan-700 rounded-lg p-5 transform hover:scale-105 transition-transform">
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<div class="text-cyan-300 text-5xl mb-3">03</div>
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<h3 class="text-lg font-bold mb-2">预期差</h3>
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<p class="text-sm text-cyan-100">市场低估<strong>鸿蒙终端安全</strong>（千亿级增量）和<strong>AI安全Agent</strong>（按token计费的新商业模式）的变现速度。</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 bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-green-300 flex items-center">
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<i class="fas fa-chart-line mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-green-200">核心驱动力</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead>
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<tr class="border-b border-gray-600">
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<th class="text-left py-3 px-4 text-green-300">维度</th>
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<th class="text-left py-3 px-4 text-green-300">逻辑</th>
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<th class="text-left py-3 px-4 text-green-300">数据支撑</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-700 hover:bg-gray-700">
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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">数据安全条例+AI安全指南强制合规，政企预算倾斜</td>
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<td class="py-3 px-4"><strong>2025年数据安全市场规模1500亿</strong>（财通专家会议），增速30%+</td>
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</tr>
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<tr class="border-b border-gray-700 hover:bg-gray-700">
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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">AI大模型催生新威胁（对抗样本、数据投毒），需原生安全架构</td>
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<td class="py-3 px-4">亚信安全已落地<strong>豆包安全Agent</strong>（按token计费），鸿蒙PC安全套件<strong>100元/年/台</strong></td>
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</tr>
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<tr class="hover:bg-gray-700">
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<td class="py-3 px-4 font-medium">场景</td>
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<td class="py-3 px-4">鸿蒙PC（2025年渗透率50%）、卫星互联网（2025年447亿市场）需安全底座</td>
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<td class="py-3 px-4">亚信安全独家中标<strong>垣信卫星安全咨询</strong>（参股0.39%）</td>
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</tr>
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</tbody>
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</table>
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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-4 text-yellow-200">市场认知偏差</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-red-900 bg-opacity-30 rounded-lg p-4 border-l-4 border-red-400">
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<h4 class="font-bold text-red-300 mb-2">高估</h4>
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<p class="text-sm">传统网安公司（如启明星辰）的份额，实际<strong>国资背景+生态绑定</strong>（如亚信安全×中移动）更受益。</p>
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</div>
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<div class="bg-green-900 bg-opacity-30 rounded-lg p-4 border-l-4 border-green-400">
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<h4 class="font-bold text-green-300 mb-2">低估</h4>
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<p class="text-sm">鸿蒙终端安全（2025年<strong>30亿年化市场</strong>）和AI安全Agent（<strong>百亿级token调用</strong>）的弹性。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-purple-300 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-purple-200">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-purple-600 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">1</div>
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<div>
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<h4 class="font-bold mb-1">鸿蒙PC预装安全套件</h4>
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<p class="text-sm text-gray-300">2025年Q1启动，亚信安全TrustOne已获<strong>鸿蒙先锋生态贡献奖</strong>。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-600 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">2</div>
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<div>
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<h4 class="font-bold mb-1">AI安全Agent商业化</h4>
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<p class="text-sm text-gray-300">豆包大模型调用量Q2起量，亚信安全<strong>按token分成</strong>模式验证。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-purple-600 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">3</div>
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<div>
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<h4 class="font-bold mb-1">卫星互联网安全招标</h4>
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<p class="text-sm text-gray-300">垣信"千帆星座"2025年发射600颗卫星，安全方案Q3落地。</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-cyan-200">长期路径（2025-2027）</h3>
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<div class="space-y-4">
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-500 text-xs px-2 py-1 rounded-full mr-2">2025</span>
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<h4 class="font-bold">数据安全合规需求爆发</h4>
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</div>
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<p class="text-sm text-gray-300">政企订单占比>50%</p>
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</div>
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-500 text-xs px-2 py-1 rounded-full mr-2">2026</span>
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<h4 class="font-bold">AI安全成为大模型标配</h4>
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</div>
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<p class="text-sm text-gray-300">类似"SSL证书"普及</p>
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</div>
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<div class="bg-gray-700 rounded-lg p-4 hover:bg-gray-600 transition-colors">
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<div class="flex items-center mb-2">
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<span class="bg-cyan-500 text-xs px-2 py-1 rounded-full mr-2">2027</span>
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<h4 class="font-bold">卫星互联网安全形成标准</h4>
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</div>
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<p class="text-sm text-gray-300"><strong>空天地一体化</strong>标准，亚信安全份额>30%</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-yellow-300 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-yellow-200">产业链图谱</h3>
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<div class="flex flex-col md:flex-row justify-around items-center bg-gray-700 rounded-lg p-6">
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-yellow-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-microchip text-2xl"></i>
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</div>
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<h4 class="font-bold">上游</h4>
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<p class="text-sm">芯片/OS<br>（华为昇腾、鸿蒙）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-down text-yellow-400 text-2xl md:hidden"></i>
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<i class="fas fa-arrow-right text-yellow-400 text-2xl hidden md:block"></i>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<div class="bg-yellow-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
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<i class="fas fa-shield-alt text-2xl"></i>
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</div>
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<h4 class="font-bold">中游</h4>
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<p class="text-sm">安全产品<br>（亚信安全、盛邦安全）</p>
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</div>
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<div class="text-center mb-4 md:mb-0">
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<i class="fas fa-arrow-down text-yellow-400 text-2xl md:hidden"></i>
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<i class="fas fa-arrow-right text-yellow-400 text-2xl hidden md:block"></i>
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||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="bg-yellow-600 rounded-full w-16 h-16 flex items-center justify-center mx-auto mb-2">
|
||
<i class="fas fa-cloud text-2xl"></i>
|
||
</div>
|
||
<h4 class="font-bold">下游</h4>
|
||
<p class="text-sm">场景应用<br>（政务云、鸿蒙PC、卫星互联网）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-yellow-200">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-600">
|
||
<th class="text-left py-3 px-4 text-yellow-300">公司</th>
|
||
<th class="text-left py-3 px-4 text-yellow-300">竞争优势</th>
|
||
<th class="text-left py-3 px-4 text-yellow-300">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-bold text-blue-300">亚信安全</td>
|
||
<td class="py-3 px-4"><strong>唯一</strong>豆包安全认证伙伴+鸿蒙PC预装+卫星互联网独家方案，2025年PS仅6倍</td>
|
||
<td class="py-3 px-4">并购亚信科技整合不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-bold text-green-300">盛邦安全</td>
|
||
<td class="py-3 px-4">卫星互联网安全<strong>60%市占率</strong>（并购天御云安），毛利率70%</td>
|
||
<td class="py-3 px-4">研发费用高企，短期利润承压</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-bold text-purple-300">国华网安</td>
|
||
<td class="py-3 px-4">智游网安资质稀缺，但<strong>无AI安全布局</strong></td>
|
||
<td class="py-3 px-4">传统网安增长乏力</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-6 grid md:grid-cols-2 gap-6">
|
||
<div class="bg-blue-900 bg-opacity-30 rounded-lg p-4 border-l-4 border-blue-400">
|
||
<h4 class="font-bold text-blue-300 mb-2">验证与证伪 - 亚信安全</h4>
|
||
<p class="text-sm">2024年扭亏为盈（<strong>941万元</strong>），鸿蒙安全订单Q1已签<strong>1.44亿</strong>（赛迪预测），验证逻辑。</p>
|
||
</div>
|
||
<div class="bg-green-900 bg-opacity-30 rounded-lg p-4 border-l-4 border-green-400">
|
||
<h4 class="font-bold text-green-300 mb-2">验证与证伪 - 盛邦安全</h4>
|
||
<p class="text-sm">卫星互联网收入增速<strong>>100%</strong>，但2024年利润因并购费用下滑，需跟踪2025年费用控制。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-red-300 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="bg-red-900 bg-opacity-30 rounded-lg p-5 hover:bg-red-900 bg-opacity-40 transition-colors">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-red-500 rounded-full w-10 h-10 flex items-center justify-center mr-3">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<h3 class="text-lg font-bold">技术风险</h3>
|
||
</div>
|
||
<p class="text-sm">AI对抗样本攻击技术迭代快，需持续投入研发（亚信安全2024年研发费用率<strong>27.78%</strong>）。</p>
|
||
</div>
|
||
|
||
<div class="bg-orange-900 bg-opacity-30 rounded-lg p-5 hover:bg-orange-900 bg-opacity-40 transition-colors">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-orange-500 rounded-full w-10 h-10 flex items-center justify-center mr-3">
|
||
<i class="fas fa-dollar-sign"></i>
|
||
</div>
|
||
<h3 class="text-lg font-bold">商业化风险</h3>
|
||
</div>
|
||
<p class="text-sm">鸿蒙PC渗透率若低于预期（假设50%→30%），安全套件收入缩水<strong>40%</strong>。</p>
|
||
</div>
|
||
|
||
<div class="bg-yellow-900 bg-opacity-30 rounded-lg p-5 hover:bg-yellow-900 bg-opacity-40 transition-colors">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-yellow-500 rounded-full w-10 h-10 flex items-center justify-center mr-3">
|
||
<i class="fas fa-file-contract"></i>
|
||
</div>
|
||
<h3 class="text-lg font-bold">政策风险</h3>
|
||
</div>
|
||
<p class="text-sm">数据跨境规则若放宽，合规需求可能低于预期。</p>
|
||
</div>
|
||
|
||
<div class="bg-purple-900 bg-opacity-30 rounded-lg p-5 hover:bg-purple-900 bg-opacity-40 transition-colors">
|
||
<div class="flex items-center mb-3">
|
||
<div class="bg-purple-500 rounded-full w-10 h-10 flex items-center justify-center mr-3">
|
||
<i class="fas fa-info-circle"></i>
|
||
</div>
|
||
<h3 class="text-lg font-bold">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-sm">财通专家预测2025年数据安全市场1500亿，但部分研报认为<strong>传统网安公司份额被高估</strong>。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-blue-900 to-purple-900 bg-opacity-80 backdrop-blur-sm rounded-xl p-6 mb-8 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-white flex items-center">
|
||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4 mb-4">
|
||
<h3 class="text-lg font-bold mb-2 text-cyan-300">阶段判断</h3>
|
||
<p class="text-sm">安全概念处于<strong>政策红利+技术刚需</strong>双轮驱动的<strong>基本面拐点</strong>，非纯主题炒作。</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="text-lg font-bold mb-2 text-cyan-300">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="bg-cyan-500 rounded-full w-6 h-6 flex items-center justify-center mr-2 mt-0.5 flex-shrink-0">1</div>
|
||
<p class="text-sm"><strong>鸿蒙终端安全</strong>：亚信安全（<strong>2025年增量4.72亿</strong>）、软通动力（鸿蒙生态集成）。</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="bg-cyan-500 rounded-full w-6 h-6 flex items-center justify-center mr-2 mt-0.5 flex-shrink-0">2</div>
|
||
<p class="text-sm"><strong>AI安全Agent</strong>：亚信安全（token分成模式）、盛邦安全（卫星场景AI化）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-bold mb-3 text-cyan-300">跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4 text-center">
|
||
<div class="text-3xl font-bold text-cyan-300 mb-1">2400万台</div>
|
||
<p class="text-xs">鸿蒙PC出货量<br>（2025年目标）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4 text-center">
|
||
<div class="text-3xl font-bold text-cyan-300 mb-1">100亿次/日</div>
|
||
<p class="text-xs">豆包大模型日均token调用量<br>（当前10亿次/日）</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4 text-center">
|
||
<div class="text-3xl font-bold text-cyan-300 mb-1">>50亿</div>
|
||
<p class="text-xs">卫星互联网安全订单<br>（垣信2025年招标金额）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-cyan-700 to-blue-700 rounded-lg">
|
||
<p class="text-center font-bold text-white text-lg">安全概念已从"合规成本"升级为"新基建刚需"，<span class="text-cyan-300">亚信安全</span>和<span class="text-cyan-300">盛邦安全</span>是政策与技术共振下最锋利的矛。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card bg-gray-800 bg-opacity-70 backdrop-blur-sm rounded-xl p-6 card-shadow">
|
||
<h2 class="text-2xl font-bold mb-6 text-indigo-300 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>安全概念股关联股票
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="w-full text-sm">
|
||
<thead>
|
||
<tr class="border-b border-gray-600">
|
||
<th class="text-left py-3 px-4 text-indigo-300">股票</th>
|
||
<th class="text-left py-3 px-4 text-indigo-300">行业</th>
|
||
<th class="text-left py-3 px-4 text-indigo-300">项目</th>
|
||
<th class="text-left py-3 px-4 text-indigo-300">分类</th>
|
||
<th class="text-left py-3 px-4 text-indigo-300">产业链</th>
|
||
<th class="text-left py-3 px-4 text-indigo-300">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">国华网安</td>
|
||
<td class="py-3 px-4">网络安全</td>
|
||
<td class="py-3 px-4">智游网安</td>
|
||
<td class="py-3 px-4">信息安全</td>
|
||
<td class="py-3 px-4">网络安全服务</td>
|
||
<td class="py-3 px-4">子公司智游网安是网络安全行业拥有经营资质或许可的企业之一</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">海能达</td>
|
||
<td class="py-3 px-4">无线通信</td>
|
||
<td class="py-3 px-4">对讲机终端</td>
|
||
<td class="py-3 px-4">通信设备</td>
|
||
<td class="py-3 px-4">专业无线通信</td>
|
||
<td class="py-3 px-4">国内专业无线通信行业龙头企业，主要从事对讲机终端研发销售</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">博通集成</td>
|
||
<td class="py-3 px-4">半导体</td>
|
||
<td class="py-3 px-4">对讲机芯片</td>
|
||
<td class="py-3 px-4">芯片设计</td>
|
||
<td class="py-3 px-4">消费电子</td>
|
||
<td class="py-3 px-4">对讲机芯片是公司产品线之一，应用于玩具对讲机</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">声讯股份</td>
|
||
<td class="py-3 px-4">安检设备</td>
|
||
<td class="py-3 px-4">灵犬便携式炸药探测仪</td>
|
||
<td class="py-3 px-4">公共安全</td>
|
||
<td class="py-3 px-4">防爆检测</td>
|
||
<td class="py-3 px-4">应用非线性离于迁移谱技术研发微量炸药探测产品</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">天键股份</td>
|
||
<td class="py-3 px-4">消费电子</td>
|
||
<td class="py-3 px-4">对讲机配件</td>
|
||
<td class="py-3 px-4">通信配件</td>
|
||
<td class="py-3 px-4">智能硬件</td>
|
||
<td class="py-3 px-4">生产对讲机耳机、手咪等配件，主要合作客户为摩托罗拉</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">迪普科技</td>
|
||
<td class="py-3 px-4">网络安全</td>
|
||
<td class="py-3 px-4">统一软件平台</td>
|
||
<td class="py-3 px-4">企业通信</td>
|
||
<td class="py-3 px-4">网络安全解决方案</td>
|
||
<td class="py-3 px-4">提供融合网络安全、应用交付等功能的统一平台，具备IPDRR核心能力</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">谱尼测试</td>
|
||
<td class="py-3 px-4">检测设备</td>
|
||
<td class="py-3 px-4">炸品检测仪器</td>
|
||
<td class="py-3 px-4">公共安全</td>
|
||
<td class="py-3 px-4">安检服务</td>
|
||
<td class="py-3 px-4">提供爆炸物检测相关仪器设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">狄耐克</td>
|
||
<td class="py-3 px-4">智能家居</td>
|
||
<td class="py-3 px-4">对讲机系统替代</td>
|
||
<td class="py-3 px-4">楼宇对讲</td>
|
||
<td class="py-3 px-4">智能建筑</td>
|
||
<td class="py-3 px-4">对讲机出海且鸿蒙系统替代</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">久之洋</td>
|
||
<td class="py-3 px-4">安防设备</td>
|
||
<td class="py-3 px-4">太赫兹光谱分析仪</td>
|
||
<td class="py-3 px-4">检测技术</td>
|
||
<td class="py-3 px-4">公共安全</td>
|
||
<td class="py-3 px-4">研制国内首台便携式太赫兹光谱分析仪，用于毒品爆炸物检测</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">波导股份</td>
|
||
<td class="py-3 px-4">通信设备</td>
|
||
<td class="py-3 px-4">寻呼机</td>
|
||
<td class="py-3 px-4">历史产品</td>
|
||
<td class="py-3 px-4">通信终端</td>
|
||
<td class="py-3 px-4">1993年研制中国首台中文寻呼机，曾引领通讯领域发展</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700 hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">必创科技</td>
|
||
<td class="py-3 px-4">检测设备</td>
|
||
<td class="py-3 px-4">爆炸物检测</td>
|
||
<td class="py-3 px-4">公共安全</td>
|
||
<td class="py-3 px-4">生物检测</td>
|
||
<td class="py-3 px-4">涉及爆炸物、易制爆品、病毒、微生物快速检测</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-700">
|
||
<td class="py-3 px-4 font-medium">东方通信</td>
|
||
<td class="py-3 px-4">通信设备</td>
|
||
<td class="py-3 px-4">数字防爆对讲机</td>
|
||
<td class="py-3 px-4">专网通信</td>
|
||
<td class="py-3 px-4">防爆设备</td>
|
||
<td class="py-3 px-4">数字防爆对讲机D3500正式发布</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
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|
||
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|
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|
||
straight: false,
|
||
out_mode: "out",
|
||
bounce: false
|
||
}
|
||
},
|
||
interactivity: {
|
||
detect_on: "canvas",
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "grab"
|
||
},
|
||
onclick: {
|
||
enable: true,
|
||
mode: "push"
|
||
},
|
||
resize: true
|
||
},
|
||
modes: {
|
||
grab: {
|
||
distance: 140,
|
||
line_linked: {
|
||
opacity: 1
|
||
}
|
||
},
|
||
push: {
|
||
particles_nb: 4
|
||
}
|
||
}
|
||
},
|
||
retina_detect: true
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |