811 lines
40 KiB
HTML
811 lines
40 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>安全自主可控 - 行业洞察与投资分析</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<!-- Custom CSS -->
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<style>
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:root {
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--primary-color: #1e40af;
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--secondary-color: #3b82f6;
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--accent-color: #60a5fa;
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--text-color: #1e293b;
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--bg-color: #f8fafc;
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--card-bg: #ffffff;
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: var(--bg-color);
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color: var(--text-color);
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1e40af 0%, #3b82f6 50%, #60a5fa 100%);
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margin-bottom: 1.5rem;
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content: '';
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background: linear-gradient(transparent 60%, rgba(96, 165, 250, 0.3) 40%);
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}
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.insight-card {
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border-left: 4px solid var(--secondary-color);
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transition: transform 0.3s ease;
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.insight-card:hover {
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.stock-table th {
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background-color: #f1f5f9;
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position: sticky;
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top: 0;
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z-index: 10;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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opacity: 0.4;
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@media (max-width: 768px) {
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.section-title {
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font-size: 1.5rem;
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.card-body {
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padding: 1rem;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- Header Section -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gray-800">安全自主可控</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">从"国产替代"到"国产超越"的战略转型之路</p>
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<div class="mt-6 flex justify-center">
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<div class="w-24 h-1 bg-blue-500 rounded-full"></div>
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</div>
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</header>
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<!-- Concept Background Section -->
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<section class="mb-12">
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<div class="card bg-white rounded-xl card-shadow mb-6">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-4 section-title">概念背景</h2>
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<div class="prose max-w-none">
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<p class="text-gray-700 mb-4">
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安全自主可控（简称"安自"）是中美科技摩擦升级背景下，中国为破解"卡脖子"难题、保障国家安全而提出的系统性战略。其内涵从早期的"信创"（芯片、操作系统、数据库国产化）扩展到"全产业链安全"，涵盖半导体、工业软件、科学仪器、网络安全、数据安全、航空发动机、北斗系统等关键领域。
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</p>
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</div>
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</div>
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</div>
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<!-- Timeline Section -->
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">关键时间轴</h2>
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<div class="space-y-6">
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="w-0.5 h-full bg-gray-200"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-lg font-semibold text-blue-600">2023年</h3>
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<p class="text-gray-700">美国对华半导体制裁加码（10月7日新规），台积电断供7nm及以下先进制程，催化国产GPU/AI芯片（景嘉微、寒武纪）需求爆发。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="w-0.5 h-full bg-gray-200"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-lg font-semibold text-blue-600">2024年9月</h3>
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<p class="text-gray-700">工信部发布《网络数据安全管理条例》，2025年1月1日实施，强制要求关键数据"境内存储+自主可控技术"。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="w-0.5 h-full bg-gray-200"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-lg font-semibold text-blue-600">2024年11月</h3>
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<p class="text-gray-700">台积电邮件确认<span class="highlight font-semibold">全面暂停</span>向大陆AI客户供应7nm芯片，国产替代逻辑从"可选"变为"必选"。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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<div class="w-0.5 h-full bg-gray-200"></div>
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</div>
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<div class="pb-6">
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<h3 class="text-lg font-semibold text-blue-600">2025年4月</h3>
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<p class="text-gray-700">国务院关税税则委员会对美进口商品加征34%关税，航空发动机（航发动力）成为下一个"半导体级"自主可控赛道。</p>
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</div>
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</div>
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<div class="flex">
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<div class="flex flex-col items-center mr-4">
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<div class="timeline-dot"></div>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-blue-600">2025年5月</h3>
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<p class="text-gray-700">工信部发文要求2027年前完成200万套工业软件、80万套PLC国产化替代，宝信软件T3/T4 PLC发布，性能超德国主流产品<span class="highlight font-semibold">3-4倍</span>。</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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</section>
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<!-- Core Viewpoints Section -->
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<section class="mb-12">
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="insight-card bg-blue-50 p-5 rounded-lg">
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<div class="text-blue-600 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">阶段判断</h3>
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<p class="text-gray-700">安自已从"政策主题"进入"订单兑现"阶段，2025年是<span class="highlight font-semibold">基本面验证元年</span>（寒武纪、海光信息订单放量）。</p>
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</div>
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<div class="insight-card bg-blue-50 p-5 rounded-lg">
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<div class="text-blue-600 mb-3">
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<i class="fas fa-rocket text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">核心驱动力</h3>
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<p class="text-gray-700">外部制裁（台积电断供）+内部政策（工信部量化指标）形成"双向挤压"，倒逼国产化率从<span class="highlight font-semibold">5%→30%</span>跃升。</p>
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</div>
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<div class="insight-card bg-blue-50 p-5 rounded-lg">
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<div class="text-blue-600 mb-3">
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<i class="fas fa-lightbulb text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2">未来潜力</h3>
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<p class="text-gray-700">航空发动机（2万亿市场）、工业母机（180亿市场）、科学仪器（千亿级）是下一个"半导体级"机会，空间远超信创。</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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</section>
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<!-- Core Logic Section -->
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<section class="mb-12">
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-600">核心驱动力</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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-ban"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">制裁倒逼</h4>
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<p class="text-gray-700">台积电断供7nm芯片后，国产GPU（景嘉微JM9系列）订单规模已超<span class="highlight font-semibold">1亿元</span>，寒武纪MLU370训练卡被字节、阿里批量采购。</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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-file-alt"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">政策量化</h4>
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<p class="text-gray-700">工信部《工业软件更新指南》明确2027年目标：<span class="highlight font-semibold">200万套</span>工业软件（CAD/ERP）国产化（宝信软件、用友网络）+<span class="highlight font-semibold">80万套</span>PLC替代（宝信T3/T4已获宝钢、华力集成电路订单）。</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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-microchip"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">技术突破</h4>
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<p class="text-gray-700">国产五轴机床（科德数控）精度达<span class="highlight font-semibold">±0.003mm</span>，替代进口；航空发动机CJ-1000A完成验证飞行，较市场预期提前<span class="highlight font-semibold">2年</span>。</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 class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-600">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-gray-50 p-4 rounded-lg">
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<h4 class="font-medium mb-2">新闻热度</h4>
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<p class="text-gray-700">2024年11月"台积电断供"事件后，自主可控指数<span class="highlight font-semibold">3日涨幅15%</span>（Wind数据）。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-medium mb-2">研报密集度</h4>
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<p class="text-gray-700">2024年Q4至今，中信、华泰、招商等券商发布<span class="highlight font-semibold">12篇</span>深度报告，主题从"信创"升级为"全产业链安全"。</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-medium mb-2">情绪分歧</h4>
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<p class="text-gray-700">市场担忧国产芯片性能（寒武纪推理卡实测效果较好，但训练卡仍落后H20<span class="highlight font-semibold">30%</span>）。</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-4 text-blue-600">预期差分析</h3>
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<div class="bg-yellow-50 border-l-4 border-yellow-400 p-4 rounded">
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<h4 class="font-medium mb-2 text-yellow-800">被忽略的关键点</h4>
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<ul class="list-disc pl-5 space-y-2 text-gray-700">
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<li><span class="font-semibold">航空发动机</span>：民用市场100%进口，国产CJ-1000A单价<span class="highlight font-semibold">1400万美元</span>（vs进口LEAP-1C），2029年C919产能200架/年，对应<span class="highlight font-semibold">28亿美元</span>替代空间。</li>
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<li><span class="font-semibold">科学仪器</span>：质谱仪国产化率<span class="highlight font-semibold"><5%</span>，聚光科技市占率仅<span class="highlight font-semibold">2.75%</span>，政策贴息贷款（2024年教育领域）将加速采购。</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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</div>
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</section>
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<!-- Catalysts Section -->
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<section class="mb-12">
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<div class="card bg-white rounded-xl card-shadow">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-600">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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-calendar-check"></i>
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||
</div>
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||
<div>
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<h4 class="font-medium mb-1">政策落地</h4>
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||
<p class="text-gray-700">2025年6月工信部将发布《工业软件第二批试点名单》，宝信软件、用友网络等有望入选。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
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||
<div class="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-shopping-cart"></i>
|
||
</div>
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||
<div>
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||
<h4 class="font-medium mb-1">订单验证</h4>
|
||
<p class="text-gray-700">寒武纪2025年Q2将披露<span class="highlight font-semibold">互联网大厂AI芯片订单</span>（阿里、腾讯采购量或超<span class="highlight font-semibold">10万片</span>）。</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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-plane"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">技术突破</h4>
|
||
<p class="text-gray-700">航发动力CJ-1000A预计2025年Q3完成<span class="highlight font-semibold">C919装机测试</span>，催化航空发动机板块。</p>
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||
</div>
|
||
</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-blue-600">长期发展路径</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="flex-shrink-0 mt-1 mr-3 text-blue-600">
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<i class="fas fa-flag"></i>
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</div>
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<div>
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<h4 class="font-medium mb-1">2025-2027年</h4>
|
||
<p class="text-gray-700">信创2.0（行业信创）放量，党政+八大行业（金融、电信、能源）国产化率从<span class="highlight font-semibold">30%→70%</span>。</p>
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</div>
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</div>
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<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3 text-blue-600">
|
||
<i class="fas fa-microscope"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium mb-1">2028-2030年</h4>
|
||
<p class="text-gray-700">技术深水区突破（EUV光刻机、航空发动机单晶叶片），实现<span class="highlight font-semibold">全产业链自主可控</span>。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3 text-blue-600">
|
||
<i class="fas fa-globe-asia"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-medium mb-1">2030年后</h4>
|
||
<p class="text-gray-700">中国标准输出（如北斗系统全球覆盖），形成<span class="highlight font-semibold">技术-标准-生态</span>闭环。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain Section -->
|
||
<section class="mb-12">
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">产业链图谱</h3>
|
||
<div class="flex flex-col md:flex-row justify-between items-center bg-gray-50 p-6 rounded-lg">
|
||
<div class="mb-4 md:mb-0 text-center">
|
||
<div class="text-blue-600 mb-2">
|
||
<i class="fas fa-cube text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">上游</h4>
|
||
<p class="text-sm text-gray-700">国产芯片（景嘉微GPU、寒武纪AI芯片）、航空材料（钢研高纳单晶合金）</p>
|
||
</div>
|
||
|
||
<div class="mb-4 md:mb-0 text-center">
|
||
<div class="text-blue-600 mb-2">
|
||
<i class="fas fa-cogs text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">中游</h4>
|
||
<p class="text-sm text-gray-700">工业软件（宝信PLC、用友ERP）、科学仪器（聚光科技质谱仪）</p>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="text-blue-600 mb-2">
|
||
<i class="fas fa-industry text-3xl"></i>
|
||
</div>
|
||
<h4 class="font-semibold mb-2">下游</h4>
|
||
<p class="text-sm text-gray-700">整机厂（中国商飞C919）、运营商（中国移动国产算力采购）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-600">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">公司</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">竞争优势</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">业务进展</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">潜在风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">寒武纪</td>
|
||
<td class="py-3 px-4 border-b">国产AI芯片龙头，推理卡性能接近H20</td>
|
||
<td class="py-3 px-4 border-b">2024年订单超<span class="highlight font-semibold">1亿元</span>，字节/阿里放量</td>
|
||
<td class="py-3 px-4 border-b">训练卡仍落后<span class="highlight font-semibold">30%</span></td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">宝信软件</td>
|
||
<td class="py-3 px-4 border-b">国产PLC唯一突破runtime技术</td>
|
||
<td class="py-3 px-4 border-b">T3/T4已获宝钢、华力订单，2025年量产</td>
|
||
<td class="py-3 px-4 border-b">西门子降价竞争</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">航发动力</td>
|
||
<td class="py-3 px-4 border-b">CJ-1000A垄断商发市场</td>
|
||
<td class="py-3 px-4 border-b">2025年C919装机测试，2026年批量交付</td>
|
||
<td class="py-3 px-4 border-b">适航认证延迟</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">聚光科技</td>
|
||
<td class="py-3 px-4 border-b">质谱仪国产化率<span class="highlight font-semibold"><5%</span>，政策贴息驱动</td>
|
||
<td class="py-3 px-4 border-b">2024年教育贴息订单<span class="highlight font-semibold">+200%</span></td>
|
||
<td class="py-3 px-4 border-b">海外巨头（赛默飞）价格战</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks Section -->
|
||
<section class="mb-12">
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">风险类型</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">具体表现</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">应对策略</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">技术风险</td>
|
||
<td class="py-3 px-4 border-b">7nm以下制程国产设备未突破（上海微电子光刻机）</td>
|
||
<td class="py-3 px-4 border-b">聚焦成熟制程（28nm）替代</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">商业化风险</td>
|
||
<td class="py-3 px-4 border-b">国产PLC成本较西门子高<span class="highlight font-semibold">20%</span></td>
|
||
<td class="py-3 px-4 border-b">政策强制采购（2027年指标）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">政策风险</td>
|
||
<td class="py-3 px-4 border-b">美国可能限制EDA软件对华出口</td>
|
||
<td class="py-3 px-4 border-b">加速国产EDA（华大九天）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">信息矛盾</td>
|
||
<td class="py-3 px-4 border-b">研报称"航空发动机2027年装机"，路演透露<span class="highlight font-semibold">2025年Q3</span>提前</td>
|
||
<td class="py-3 px-4 border-b">跟踪适航认证进度</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion Section -->
|
||
<section class="mb-12">
|
||
<div class="card bg-gradient-to-r from-blue-600 to-blue-800 text-white rounded-xl card-shadow">
|
||
<div class="card-body p-8">
|
||
<h2 class="text-2xl font-bold mb-6 section-title text-white">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||
<p class="text-blue-100">安自已从"主题炒作"进入<span class="highlight font-semibold text-yellow-300">订单驱动阶段</span>，2025年Q2-Q3是业绩验证关键期。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3">最具价值方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3 text-yellow-300">
|
||
<i class="fas fa-plane"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">航空发动机</h4>
|
||
<p class="text-blue-100">2万亿市场，航发动力（<span class="highlight font-semibold text-yellow-300">60%价值量</span>）+钢研高纳（单晶叶片）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3 text-yellow-300">
|
||
<i class="fas fa-laptop-code"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">工业软件</h4>
|
||
<p class="text-blue-100">200万套替换空间，宝信软件（PLC）+用友网络（ERP）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 mt-1 mr-3 text-yellow-300">
|
||
<i class="fas fa-microscope"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold mb-1">科学仪器</h4>
|
||
<p class="text-blue-100">千亿级市场，聚光科技（质谱仪）+钢研纳克（ICP）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">寒武纪</h4>
|
||
<p class="text-blue-100 text-sm">2025年Q2互联网大厂订单量（目标<span class="highlight font-semibold text-yellow-300">10万片</span>）</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">航发动力</h4>
|
||
<p class="text-blue-100 text-sm">CJ-1000A适航认证进度（2025年Q3节点）</p>
|
||
</div>
|
||
|
||
<div class="bg-blue-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold mb-1">宝信软件</h4>
|
||
<p class="text-blue-100 text-sm">PLC在钢铁/芯片产线的渗透率（2025年目标<span class="highlight font-semibold text-yellow-300">60%</span>）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8 pt-6 border-t border-blue-500">
|
||
<blockquote class="text-xl font-medium italic text-center">
|
||
"安自不是'国产替代'，而是'国产超越'——从被迫接受到主动定义标准，2025年将是分水岭。"
|
||
</blockquote>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Related Stocks Section -->
|
||
<section class="mb-12">
|
||
<div class="card bg-white rounded-xl card-shadow">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white border border-gray-200 stock-table">
|
||
<thead>
|
||
<tr class="bg-gray-100">
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">股票名称</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">分类</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">细分/项目</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">核心技术/市场数据</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">国产化率/进展</th>
|
||
<th class="py-3 px-4 border-b text-left font-semibold text-gray-700">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">诚迈科技</td>
|
||
<td class="py-3 px-4 border-b">国产信创</td>
|
||
<td class="py-3 px-4 border-b">操作系统</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">属于国产信创领域操作系统细分，参与基础软件自主可控建设</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">联影医疗</td>
|
||
<td class="py-3 px-4 border-b">CT球管</td>
|
||
<td class="py-3 px-4 border-b">2018年UHCT0550球管获NMPA认证，适用于64排以下CT</td>
|
||
<td class="py-3 px-4 border-b">掌握CT球管研发技术，为整机厂商中唯一自主可控厂家</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">公司CT球管已实现国产替代，技术自主可控</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">奕瑞科技</td>
|
||
<td class="py-3 px-4 border-b">CT球管</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">25Q1完成CT球管样机研发，进入客户测试阶段</td>
|
||
<td class="py-3 px-4 border-b">CT球管研发进入关键测试阶段，国产化突破在即</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">钢研纳克</td>
|
||
<td class="py-3 px-4 border-b">科学仪器</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">掌握ICP质谱、电子显微镜核心技术</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">科学仪器领域核心技术自主可控</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">雪迪龙</td>
|
||
<td class="py-3 px-4 border-b">科学仪器</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">具备质谱和高精度气相色谱仪生产能力</td>
|
||
<td class="py-3 px-4 border-b">芯片制造龙头应用</td>
|
||
<td class="py-3 px-4 border-b">国产科学仪器在高端领域实现应用突破</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">莱伯泰科</td>
|
||
<td class="py-3 px-4 border-b">科学仪器</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">实验室前处理设备面向高校、科研院所、海关</td>
|
||
<td class="py-3 px-4 border-b">科学仪器国产化在科研检测领域深度应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">聚光科技</td>
|
||
<td class="py-3 px-4 border-b">科学仪器</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">技术优势突出的综合性实验室分析仪器生产商</td>
|
||
<td class="py-3 px-4 border-b">国产科学仪器头部企业，技术覆盖全面</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">思瑞浦</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2023年中国模拟芯片市场规模约1724亿元</td>
|
||
<td class="py-3 px-4 border-b">自给率不足14%，汽车/高端工业国产化率更低</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片国产替代空间巨大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">纳芯微</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2023年中国模拟芯片市场规模约1724亿元</td>
|
||
<td class="py-3 px-4 border-b">自给率不足14%，汽车/高端工业国产化率更低</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片国产替代空间巨大</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">圣邦股份</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2023年中国模拟芯片市场规模约1724亿元</td>
|
||
<td class="py-3 px-4 border-b">自给率不足14%，汽车/高端工业国产化率更低</td>
|
||
<td class="py-3 px-4 border-b">模拟芯片国产替代空间巨大</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">北方华创</td>
|
||
<td class="py-3 px-4 border-b">半导体设备</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年中国大陆半导体设备进口额471亿美元，其中美国进口45亿美元</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速半导体设备去美化替代</td>
|
||
<td class="py-3 px-4 border-b">半导体设备国产替代加速，去美化需求迫切</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">拓荆科技</td>
|
||
<td class="py-3 px-4 border-b">半导体设备</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年中国大陆半导体设备进口额471亿美元，其中美国进口45亿美元</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速半导体设备去美化替代</td>
|
||
<td class="py-3 px-4 border-b">半导体设备国产替代加速，去美化需求迫切</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">中微公司</td>
|
||
<td class="py-3 px-4 border-b">半导体设备</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年中国大陆半导体设备进口额471亿美元，其中美国进口45亿美元</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速半导体设备去美化替代</td>
|
||
<td class="py-3 px-4 border-b">半导体设备国产替代加速，去美化需求迫切</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">中科飞测</td>
|
||
<td class="py-3 px-4 border-b">半导体设备</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">2024年中国大陆半导体设备进口额471亿美元，其中美国进口45亿美元</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速半导体设备去美化替代</td>
|
||
<td class="py-3 px-4 border-b">半导体设备国产替代加速，去美化需求迫切</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">芯原股份</td>
|
||
<td class="py-3 px-4 border-b">国产算力</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">算力芯片定制化需求涌现，国产ASIC产业处朝阳期</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速国产CPU去美化替代</td>
|
||
<td class="py-3 px-4 border-b">算力芯片国产化与去美化双重驱动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">翱捷科技</td>
|
||
<td class="py-3 px-4 border-b">国产算力</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">算力芯片定制化需求涌现，国产ASIC产业处朝阳期</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速国产CPU去美化替代</td>
|
||
<td class="py-3 px-4 border-b">算力芯片国产化与去美化双重驱动</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 border-b font-medium">海光信息</td>
|
||
<td class="py-3 px-4 border-b">国产算力</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">算力芯片定制化需求涌现，国产ASIC产业处朝阳期</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速国产CPU去美化替代</td>
|
||
<td class="py-3 px-4 border-b">算力芯片国产化与去美化双重驱动</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="py-3 px-4 border-b font-medium">龙芯中科</td>
|
||
<td class="py-3 px-4 border-b">国产算力</td>
|
||
<td class="py-3 px-4 border-b">-</td>
|
||
<td class="py-3 px-4 border-b">算力芯片定制化需求涌现，国产ASIC产业处朝阳期</td>
|
||
<td class="py-3 px-4 border-b">对美关税反制加速国产CPU去美化替代</td>
|
||
<td class="py-3 px-4 border-b">算力芯片国产化与去美化双重驱动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
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</div>
|
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``` |