946 lines
62 KiB
HTML
946 lines
62 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>工业母机概念分析报告</title>
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.content-wrapper {
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
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<div class="max-w-7xl mx-auto">
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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 text-gray-900 mb-4">工业母机概念深度分析</h1>
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<p class="text-xl text-gray-600 max-w-3xl mx-auto">政策驱动与国产替代加速的拐点期，从"主题炒作"向"基本面验证"过渡</p>
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</div>
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<!-- 概念事件时间线 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-600 mr-3"></i>
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概念事件时间线
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</h2>
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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 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
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<span class="text-blue-600 font-bold text-sm">1</span>
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</div>
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<div class="ml-4">
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<p class="font-semibold text-gray-900">2024年11月5日</p>
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<p class="text-gray-600">华中数控被美国财政部列入SDN清单，催化国产数控系统替代情绪（国金机械）</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 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
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<span class="text-blue-600 font-bold text-sm">2</span>
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</div>
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<div class="ml-4">
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<p class="font-semibold text-gray-900">2025年5月15日</p>
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<p class="text-gray-600">工信部召开制造业企业座谈会，明确将工业母机列为"制器之器"，提出"三步走"发展目标（工信部）</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 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
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<span class="text-blue-600 font-bold text-sm">3</span>
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</div>
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<div class="ml-4">
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<p class="font-semibold text-gray-900">2025年7月23日</p>
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<p class="text-gray-600">国家工业母机创新研究中心（湖北）揭牌，提出"三个三"战略（打造3款标志性产品、培育3家世界级企业、分三步实现产业高地）</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 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
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<span class="text-blue-600 font-bold text-sm">4</span>
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</div>
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<div class="ml-4">
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<p class="font-semibold text-gray-900">2025年3月25日</p>
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<p class="text-gray-600">上海宣布以上海电气为龙头整合工业母机产业，投资15亿元建设国家级基地（上证报）</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 w-12 h-12 bg-blue-100 rounded-full flex items-center justify-center">
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<span class="text-blue-600 font-bold text-sm">5</span>
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</div>
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<div class="ml-4">
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<p class="font-semibold text-gray-900">2025年5月15日</p>
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<p class="text-gray-600">国家工业母机产业投资基金与津京工信部门签署协议，推动产业集聚升级（财联社）</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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<!-- 核心观点摘要 -->
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<div class="bg-gradient-to-r from-blue-600 to-indigo-700 rounded-xl card-shadow p-6 mb-8 text-white">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-white bg-opacity-10 rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">阶段判断</h3>
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<p>工业母机正处于<strong class="text-yellow-300">政策驱动与国产替代加速的拐点期</strong>，从"主题炒作"向"基本面验证"过渡</p>
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</div>
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<div class="bg-white bg-opacity-10 rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
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<p><strong class="text-yellow-300">三重共振</strong>：地缘政治催化（美国制裁）+政策组合拳（专项基金+设备更新补贴）+新兴需求（人形机器人/新能源）</p>
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</div>
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<div class="bg-white bg-opacity-10 rounded-lg p-4">
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p>高端五轴机床国产化率不足10%，<strong class="text-yellow-300">2025年市场空间超100亿元</strong>（国金测算），具备5-10倍替代空间</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 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-chart-line text-blue-600 mr-3"></i>
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核心逻辑与市场认知分析
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</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">核心驱动力</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full table-auto">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">维度</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑链</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">数据支撑</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策</td>
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<td class="px-4 py-4 text-sm text-gray-600">04专项2.0版（2025年）聚焦五轴机床/数控系统，配套3000亿设备更新资金</td>
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<td class="px-4 py-4 text-sm text-gray-600">国务院明确"首台套优先采购国产"，央企采购比例强制要求（2024年8月国资委文件）</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">技术</td>
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<td class="px-4 py-4 text-sm text-gray-600">华中数控9型AI数控系统突破，科德数控五轴机床批量供货航空航天</td>
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<td class="px-4 py-4 text-sm text-gray-600">科德数控2024年新签订单<strong class="text-blue-600">+44%</strong>，华中数控高端系统市占率从5%→15%（东吴数据）</td>
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</tr>
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<tr>
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<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">需求</td>
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<td class="px-4 py-4 text-sm text-gray-600">人形机器人丝杠加工需高精度磨床，新能源车一体化压铸催生五轴机床需求</td>
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<td class="px-4 py-4 text-sm text-gray-600">特斯拉Optimus单机需<strong class="text-blue-600">4个滚柱丝杠</strong>，2025年机器人产业链机床需求或达<strong class="text-blue-600">50亿元</strong></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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<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">市场热度与情绪</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-blue-50 rounded-lg p-4">
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<h4 class="font-semibold text-blue-800 mb-2">研报密度</h4>
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<p class="text-gray-700">2024年8-11月工业母机研报数量同比<strong class="text-blue-600">+300%</strong>（国金/东吴/建投连续覆盖）</p>
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</div>
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<div class="bg-green-50 rounded-lg p-4">
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<h4 class="font-semibold text-green-800 mb-2">资金动向</h4>
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<p class="text-gray-700">工业母机ETF（159638）规模从2023年20亿→2025年<strong class="text-green-600">80亿</strong>（华安路演）</p>
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</div>
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<div class="bg-yellow-50 rounded-lg p-4">
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<h4 class="font-semibold text-yellow-800 mb-2">情绪分歧</h4>
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<p class="text-gray-700">机构普遍看好长期替代，但短期担忧<strong class="text-yellow-600">库存周期滞后</strong>（广发机械指出库存去化需至2025Q2）</p>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-gray-800 mt-8 mb-4">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full table-auto">
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<thead>
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<tr class="bg-gray-50">
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">市场共识</th>
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<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">潜在预期差</th>
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</tr>
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</thead>
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<tbody class="bg-white divide-y divide-gray-200">
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<tr>
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<td class="px-4 py-4 text-sm text-gray-600">"国产替代=低端替代"</td>
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<td class="px-4 py-4 text-sm text-gray-600"><strong class="text-blue-600">高端突破超预期</strong>：科德数控五轴机床已出口俄罗斯，单价<strong class="text-blue-600">200万元/台</strong>（路演数据）</td>
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</tr>
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<tr class="bg-gray-50">
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<td class="px-4 py-4 text-sm text-gray-600">"政策落地慢"</td>
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<td class="px-4 py-4 text-sm text-gray-600"><strong class="text-blue-600">央企采购已启动</strong>：中国中车2024年招标明确要求"国产五轴机床占比≥30%"</td>
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</tr>
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<tr>
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<td class="px-4 py-4 text-sm text-gray-600">"人形机器人需求遥远"</td>
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<td class="px-4 py-4 text-sm text-gray-600"><strong class="text-blue-600">特斯拉墨西哥工厂2025年Q3试产</strong>，需提前6个月锁定机床产能（开源机械路演）</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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<!-- 关键催化剂与发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
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<i class="fas fa-rocket text-blue-600 mr-3"></i>
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关键催化剂与未来发展路径
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</h2>
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<h3 class="text-xl font-semibold text-gray-800 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-3 mb-8">
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<div class="flex items-start">
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<div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mt-1">
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<i class="fas fa-check text-green-600 text-sm"></i>
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</div>
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<div class="ml-3">
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<p class="text-gray-700"><strong class="text-green-600">2025年Q1</strong>：工业母机创新研究中心发布首批3款标志性产品（湖北政府文件）</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 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mt-1">
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<i class="fas fa-check text-green-600 text-sm"></i>
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</div>
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<div class="ml-3">
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<p class="text-gray-700"><strong class="text-green-600">2025年Q2</strong>：国家制造业转型升级基金二期落地，<strong class="text-blue-600">重点投向五轴机床/数控系统</strong>（东吴路演）</p>
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||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mt-1">
|
||
<i class="fas fa-check text-green-600 text-sm"></i>
|
||
</div>
|
||
<div class="ml-3">
|
||
<p class="text-gray-700"><strong class="text-green-600">2025年Q3</strong>：特斯拉人形机器人量产前夜，机床企业进入<strong class="text-blue-600">送样验证阶段</strong>（开源机械跟踪）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">长期发展路径</h3>
|
||
<div class="bg-gray-50 rounded-lg p-6">
|
||
<div class="flex flex-col md:flex-row items-center justify-between space-y-4 md:space-y-0">
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-600 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">2025-2026</div>
|
||
<p class="text-sm font-medium">政策+需求共振</p>
|
||
</div>
|
||
<div class="text-blue-600 text-2xl hidden md:block">→</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-500 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">2027-2028</div>
|
||
<p class="text-sm font-medium">技术平价替代</p>
|
||
</div>
|
||
<div class="text-blue-600 text-2xl hidden md:block">→</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-400 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">2029-2030</div>
|
||
<p class="text-sm font-medium">全球出口突破</p>
|
||
</div>
|
||
<div class="text-blue-600 text-2xl hidden md:block">→</div>
|
||
<div class="text-center">
|
||
<div class="w-16 h-16 bg-blue-300 rounded-full flex items-center justify-center text-white font-bold mx-auto mb-2">2030+</div>
|
||
<p class="text-sm font-medium">定义下一代AI机床标准</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap text-blue-600 mr-3"></i>
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产业链与核心公司深度剖析
|
||
</h2>
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||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4 mb-8">
|
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<div class="bg-blue-50 rounded-lg p-4">
|
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<h4 class="font-semibold text-blue-800 mb-3">上游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li>• 数控系统（华中数控）</li>
|
||
<li>• 丝杠导轨（秦川机床/贝斯特）</li>
|
||
<li>• 刀具（欧科亿/华锐精密）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-green-50 rounded-lg p-4">
|
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<h4 class="font-semibold text-green-800 mb-3">中游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li>• 五轴机床（科德数控/纽威数控）</li>
|
||
<li>• 磨床（华辰装备/宇环数控）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-800 mb-3">下游</h4>
|
||
<ul class="space-y-2 text-sm text-gray-700">
|
||
<li>• 航空航天（58%订单占比，科德数据）</li>
|
||
<li>• 人形机器人（特斯拉供应链）</li>
|
||
<li>• 新能源车（一体化压铸）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">核心优势</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">验证数据</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科德数控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">五轴机床+数控系统全自制，军工订单占比58%</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">产能瓶颈（2024年产能利用率<strong class="text-red-600">120%</strong>）</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">2024年新签订单<strong class="text-green-600">+44%</strong>（建投业绩快报）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华中数控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">AI数控系统领先，被列入SDN清单后订单反增</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">美国制裁或限制高端芯片采购</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">2024年Q3高端系统出货量<strong class="text-green-600">+200%</strong>（东吴）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">纽威数控</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">出口占比30%，东南亚/印度渠道成熟</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">俄语区收入下滑50%（地缘风险）</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">2024年海外收入<strong class="text-green-600">+25%</strong>（国金路演）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
|
||
<i class="fas fa-table text-blue-600 mr-3"></i>
|
||
工业母机产业链关联股票
|
||
</h2>
|
||
|
||
<div class="table-responsive">
|
||
<table class="min-w-full divide-y divide-gray-200">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">昊志机电</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">电主轴</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件电主轴部分明确列出昊志机电</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">国机精工</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">电主轴</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件电主轴部分明确列出国机精工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">秦川机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">滚珠丝杠</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件滚珠丝杠部分明确列出秦川机床</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">贝斯特</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">滚珠丝杠</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件滚珠丝杠部分明确列出贝斯特</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒立液压</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">滚珠丝杠</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件滚珠丝杠部分明确列出恒立液压</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奥普光电</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">编码器/光栅尺</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游主体零部件编码器/光栅尺部分明确列出奥普光电</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中钨高新</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控刀片</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件数控刀片部分明确列出中钨高新</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">欧科亿</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控刀片</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件数控刀片部分明确列出欧科亿</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒锋工具</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控刀片</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件数控刀片部分明确列出恒锋工具</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">秦川机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">转台</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件转台部分明确列出秦川机床</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科德数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">转台</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件转台部分明确列出科德数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">昊志机电</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">转台</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件转台部分明确列出昊志机电</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">豪迈科技</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">转台</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件转台部分明确列出豪迈科技</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宁波精达</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">压力机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件压力机部分明确列出宁波精达</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">沃尔德</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">超硬刀具</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件超硬刀具部分明确列出沃尔德</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">四方达</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">超硬刀具</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游功能部件超硬刀具部分明确列出四方达</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华中数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出华中数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">秦川机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出秦川机床</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">精伦电子</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出精伦电子</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">维宏股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出维宏股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科德数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出科德数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">柏楚电子</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出柏楚电子</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">合锻智能</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控系统</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控系统部分明确列出合锻智能</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">创世纪</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出创世纪</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科德数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出科德数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">秦川机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出秦川机床</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华东数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出华东数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华东重机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出华东重机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">汇洲智能</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出汇洲智能</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">青海华鼎</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出青海华鼎</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海天精工</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出海天精工</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">拓斯达</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出拓斯达</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宇环数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出宇环数控</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">沈阳机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出沈阳机床</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">日发精机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出日发精机</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">国盛智科</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出国盛智科</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宏德股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出宏德股份</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">德恩精工</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出德恩精工</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">博杰股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">数控机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游数控机床部分明确列出博杰股份</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">亚威股份</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">其他</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游其他部分明确列出亚威股份</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒而达</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">其他</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游其他部分明确列出恒而达</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">盘古智能</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">其他</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">上游</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">基础材料及零部件</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中上游其他部分明确列出盘古智能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海天精工</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出海天精工</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">日发精机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出日发精机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">创世纪</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出创世纪</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华东数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出华东数控</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">国盛智科</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出国盛智科</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宇环数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出宇环数控</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒进感应</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">民营企业</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床民营企业部分明确列出恒进感应</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">秦川机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">磨床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床磨床部分明确列出秦川机床</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华辰装备</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">磨床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床磨床部分明确列出华辰装备</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华东数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">磨床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床磨床部分明确列出华东数控</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">金太阳</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">磨床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床磨床部分明确列出金太阳</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">宇环数控</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">工业母机</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">磨床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游机床</td>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm text-gray-600">中游</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">图片中中游机床磨床部分明确列出宇环数控</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle text-red-600 mr-3"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full table-auto">
|
||
<thead>
|
||
<tr class="bg-gray-50">
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险类型</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="bg-white divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">技术</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">五轴机床动态精度仍落后德日<strong class="text-red-600">1-2代</strong>（海德汉精度±0.1μm vs 国产±0.5μm）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">商业化</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">国产数控系统稳定性不足，<strong class="text-red-600">客户验证周期长达18个月</strong>（华中数控路演）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">设备更新补贴可能向<strong class="text-red-600">半导体/光伏</strong>倾斜，机床实际落地资金或低于预期（广发预警）</td>
|
||
</tr>
|
||
<tr class="bg-gray-50">
|
||
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
|
||
<td class="px-4 py-4 text-sm text-gray-600">国金预测2025年五轴市场100亿 vs 东吴测算仅60亿，差异源于<strong class="text-red-600">统计口径</strong>（含/不含进口）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-700 rounded-xl card-shadow p-6 text-white">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="space-y-6">
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-2">阶段判断</h3>
|
||
<p><strong class="text-yellow-300">从主题到业绩的过渡期</strong>——2025年Q2前看政策催化，Q3后看订单兑现</p>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-2">最具价值环节</h3>
|
||
<ol class="list-decimal list-inside space-y-2">
|
||
<li><strong class="text-yellow-300">数控系统</strong>（技术壁垒最高，替代弹性最大）：<strong class="text-yellow-300">华中数控</strong>（AI系统+军工订单）</li>
|
||
<li><strong class="text-yellow-300">五轴机床</strong>（单价高+需求爆发）：<strong class="text-yellow-300">科德数控</strong>（产能扩张+出口突破）</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="bg-white bg-opacity-10 rounded-lg p-4">
|
||
<h3 class="font-bold text-lg mb-2">关键跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li>• <strong class="text-yellow-300">月度数据</strong>：日本对华机床订单（领先指标，2024年Q2已转正）</li>
|
||
<li>• <strong class="text-yellow-300">微观验证</strong>：科德数控2025年Q1产能利用率（需从120%降至80%以消化订单）</li>
|
||
<li>• <strong class="text-yellow-300">政策落地</strong>：2025年Q2设备更新补贴细则中<strong class="text-yellow-300">机床单台补贴上限</strong>（目前传闻5-10万元/台）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#3b82f6"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: false
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
line_linked: {
|
||
enable: true,
|
||
distance: 150,
|
||
color: "#3b82f6",
|
||
opacity: 0.4,
|
||
width: 1
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 2,
|
||
direction: "none",
|
||
random: false,
|
||
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>
|
||
``` |