913 lines
40 KiB
HTML
913 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 name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>新质生产力 - 行业洞察与投资分析</title>
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<!-- Font Awesome Icons -->
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<!-- Tailwind CSS -->
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<!-- DaisyUI -->
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<!-- Custom CSS -->
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<style>
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:root {
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--primary-gradient: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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--secondary-gradient: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background: #f8fafc;
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color: #334155;
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.card {
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box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
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.card:hover {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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.badge-gradient {
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padding: 0.25rem 0.75rem;
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font-weight: 600;
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}
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.table-hover tbody tr:hover {
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background-color: #f1f5f9;
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}
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.tech-bg {
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position: fixed;
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.section-title {
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font-size: 1.875rem;
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margin-bottom: 1.5rem;
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.section-title::after {
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content: '';
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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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}
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.card {
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margin-bottom: 1rem;
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}
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</style>
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</head>
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<body>
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<!-- Tech Background -->
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<div id="tech-bg" class="tech-bg"></div>
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<!-- Main Content -->
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- Header -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">新质生产力</h1>
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<p class="text-lg md:text-xl text-gray-600 max-w-3xl mx-auto">
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政策驱动向订单驱动过渡期的产业变革与投资机遇
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</p>
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</div>
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<!-- Timeline Section -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">概念发展时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="font-bold text-indigo-600">2023-09-07</span>
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<span class="badge-gradient mt-2 md:mt-0">首次提出</span>
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</div>
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<h3 class="font-semibold text-lg mb-1">习近平总书记在黑龙江首次提出"新质生产力"</h3>
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<p class="text-gray-600">强调"整合科技创新资源，发展战略性新兴产业和未来产业"</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="font-bold text-indigo-600">2023-12-11</span>
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<span class="badge-gradient mt-2 md:mt-0">经济工作会议</span>
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</div>
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<h3 class="font-semibold text-lg mb-1">中央经济工作会议</h3>
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<p class="text-gray-600">将"以科技创新引领新质生产力发展"列为2024年经济工作首要任务</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="font-bold text-indigo-600">2024-01-29</span>
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<span class="badge-gradient mt-2 md:mt-0">系统定义</span>
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</div>
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<h3 class="font-semibold text-lg mb-1">政治局第11次集体学习</h3>
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<p class="text-gray-600">系统定义：创新主导、全要素生产率提升为核心标志</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="font-bold text-indigo-600">2024-03-05</span>
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<span class="badge-gradient mt-2 md:mt-0">政府工作报告</span>
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</div>
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<h3 class="font-semibold text-lg mb-1">政府工作报告</h3>
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<p class="text-gray-600">明确"加快发展新质生产力"为十大任务之首，配套设备更新/消费品以旧换新政策</p>
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</div>
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</div>
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<div class="timeline-item relative pb-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row md:items-center md:justify-between mb-2">
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<span class="font-bold text-indigo-600">2025-03-03</span>
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<span class="badge-gradient mt-2 md:mt-0">技术展示</span>
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</div>
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<h3 class="font-semibold text-lg mb-1">中国政府网推文</h3>
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<p class="text-gray-600">展示人形/四足/工业机器人矩阵，明确机器人=新质生产力代表</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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<!-- Core Viewpoints -->
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<div class="card p-6 mb-8">
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<h2 class="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="bg-gradient-to-br from-indigo-50 to-purple-50 p-5 rounded-lg">
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<div class="text-indigo-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="font-bold text-lg mb-2">阶段判断</h3>
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<p class="text-gray-700">新质生产力已从<strong class="text-indigo-600">政策概念期</strong>（2023Q4-2024Q1）进入<strong class="text-indigo-600">产业落地期</strong>（2024Q2起），2025年将进入<strong class="text-indigo-600">商业化验证期</strong>（机器人量产、AI应用规模化）。</p>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-cyan-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="font-bold text-lg mb-2">核心驱动力</h3>
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<p class="text-gray-700"><strong class="text-blue-600">政策强制更新</strong>（设备更新5万亿空间）+ <strong class="text-blue-600">技术临界点突破</strong>（AI大模型成本下降90%、人形机器人关节成本降至千元级）+ <strong class="text-blue-600">资本工具创新</strong>（科创板第五套标准、并购贷款贴息）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 p-5 rounded-lg">
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<div class="text-green-600 mb-3">
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<i class="fas fa-coins text-2xl"></i>
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</div>
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<h3 class="font-bold text-lg mb-2">未来潜力</h3>
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<p class="text-gray-700">预计2025-2027年新质生产力相关产业（机器人+AI+商业航天）将贡献<strong class="text-green-600">GDP增量2.3%</strong>（2024年占比10.7%→2027年13%+）。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Analysis -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">核心驱动力三维验证</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-indigo-600">政策维度</h3>
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<div class="bg-indigo-50 p-4 rounded-lg">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<div>
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<strong>强制性更新</strong>：2024年设备更新政策覆盖7大领域，<strong>2023年设备工器具购置11.6万亿</strong>，政策要求2027年增长25%（年化5.7%），对应<strong>年均3000亿增量</strong>（国君策略测算）。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-indigo-500 mt-1 mr-2"></i>
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<div>
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<strong>资本市场工具</strong>：深交所明确"全方位支持"，<strong>未盈利科技企业IPO通道</strong>已开（2024年科创板仅7家IPO，但并购案例激增300%）。
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</div>
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</li>
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</ul>
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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-bold mb-4 text-blue-600">技术维度</h3>
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<div class="bg-blue-50 p-4 rounded-lg">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<div>
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<strong>AI成本曲线</strong>：OpenAI o1模型推理成本较GPT-4下降<strong>92%</strong>（国君电子数据），推动AI应用从B端向C端渗透。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-blue-500 mt-1 mr-2"></i>
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<div>
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<strong>机器人临界点</strong>：谐波减速器国产化率从30%→60%（绿的谐波扩产），<strong>人形机器人单台成本降至15万元</strong>（宇树科技G1定价9.9万起）。
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</div>
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</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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<h3 class="text-xl font-bold mb-4 text-green-600">产业维度</h3>
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<div class="bg-green-50 p-4 rounded-lg">
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>库存周期</strong>：新质生产力板块库存周期2024年2月触底，<strong>电子设备主动补库</strong>（库存增速+8.2%），新能源被动去库（-12.5%）。
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>出口替代</strong>：2023年"新三样"出口<strong>1.06万亿</strong>（+29.9%），机器人/机床出口增速<strong>超40%</strong>（海关数据）。
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</div>
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</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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<!-- Catalysts & Path -->
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<div class="card p-6 mb-8">
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<h2 class="section-title">催化剂与路径</h2>
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<div class="mb-8">
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<h3 class="text-xl font-bold mb-4 text-purple-600">近期催化剂（3-6个月）</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white">
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<thead>
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<tr class="bg-purple-50 text-purple-700">
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<th class="py-3 px-4 text-left font-semibold">事件</th>
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<th class="py-3 px-4 text-left font-semibold">时间</th>
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<th class="py-3 px-4 text-left font-semibold">影响标的</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr>
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<td class="py-3 px-4">人形机器人补贴政策</td>
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<td class="py-3 px-4">2025年4月</td>
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<td class="py-3 px-4">科达利/拓普集团（T链）</td>
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||
</tr>
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<tr>
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<td class="py-3 px-4">AI算力券发放</td>
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||
<td class="py-3 px-4">2025年Q2</td>
|
||
<td class="py-3 px-4">中科曙光/浪潮信息</td>
|
||
</tr>
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||
<tr>
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<td class="py-3 px-4">商业航天发射许可</td>
|
||
<td class="py-3 px-4">2025年6月</td>
|
||
<td class="py-3 px-4">航天电子/海格通信</td>
|
||
</tr>
|
||
</tbody>
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</table>
|
||
</div>
|
||
</div>
|
||
|
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<div>
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||
<h3 class="text-xl font-bold mb-4 text-indigo-600">长期路径（2025-2027）</h3>
|
||
<div class="bg-indigo-50 p-6 rounded-lg flex flex-col items-center">
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<div class="flex flex-col md:flex-row items-center justify-between w-full max-w-4xl">
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<div class="text-center mb-6 md:mb-0">
|
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<div class="w-24 h-24 rounded-full bg-gradient-to-br from-indigo-400 to-purple-500 flex items-center justify-center text-white font-bold mx-auto mb-3">
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2025
|
||
</div>
|
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<p class="font-semibold">技术验证</p>
|
||
<p class="text-sm text-gray-600 mt-1">机器人量产1万台</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-indigo-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
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<div class="md:hidden text-indigo-400 my-2">
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<i class="fas fa-arrow-down text-2xl"></i>
|
||
</div>
|
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|
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<div class="text-center mb-6 md:mb-0">
|
||
<div class="w-24 h-24 rounded-full bg-gradient-to-br from-blue-400 to-cyan-500 flex items-center justify-center text-white font-bold mx-auto mb-3">
|
||
2026
|
||
</div>
|
||
<p class="font-semibold">场景爆发</p>
|
||
<p class="text-sm text-gray-600 mt-1">AI+机器人渗透率5%</p>
|
||
</div>
|
||
|
||
<div class="hidden md:block text-indigo-400">
|
||
<i class="fas fa-arrow-right text-2xl"></i>
|
||
</div>
|
||
<div class="md:hidden text-indigo-400 my-2">
|
||
<i class="fas fa-arrow-down text-2xl"></i>
|
||
</div>
|
||
|
||
<div class="text-center">
|
||
<div class="w-24 h-24 rounded-full bg-gradient-to-br from-green-400 to-emerald-500 flex items-center justify-center text-white font-bold mx-auto mb-3">
|
||
2027
|
||
</div>
|
||
<p class="font-semibold">生态成熟</p>
|
||
<p class="text-sm text-gray-600 mt-1">成本降至10万级</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 text-center">
|
||
<p class="text-gray-700">全面替代传统设备</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Industry Chain & Core Companies -->
|
||
<div class="card p-6 mb-8">
|
||
<h2 class="section-title">产业链与核心公司剖析</h2>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-600">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gradient-to-br from-purple-50 to-indigo-50 p-5 rounded-lg">
|
||
<h4 class="font-bold text-lg mb-3 text-purple-700">上游</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-cog text-purple-500 mr-2"></i>
|
||
<span>减速器（绿的谐波）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-cog text-purple-500 mr-2"></i>
|
||
<span>伺服系统（汇川技术）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-cog text-purple-500 mr-2"></i>
|
||
<span>芯片（寒武纪）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-blue-50 to-cyan-50 p-5 rounded-lg">
|
||
<h4 class="font-bold text-lg mb-3 text-blue-700">中游</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-robot text-blue-500 mr-2"></i>
|
||
<span>整机（埃斯顿/宇树科技）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-robot text-blue-500 mr-2"></i>
|
||
<span>系统集成（克来机电）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-green-50 to-emerald-50 p-5 rounded-lg">
|
||
<h4 class="font-bold text-lg mb-3 text-green-700">下游</h4>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-industry text-green-500 mr-2"></i>
|
||
<span>汽车（赛力斯）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-industry text-green-500 mr-2"></i>
|
||
<span>3C（工业富联）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-industry text-green-500 mr-2"></i>
|
||
<span>物流（海康机器人）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-600">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-indigo-50 text-indigo-700">
|
||
<th class="py-3 px-4 text-left font-semibold">公司</th>
|
||
<th class="py-3 px-4 text-left font-semibold">卡位优势</th>
|
||
<th class="py-3 px-4 text-left font-semibold">风险点</th>
|
||
<th class="py-3 px-4 text-left font-semibold">估值（2025E PE）</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">绿的谐波</td>
|
||
<td class="py-3 px-4">谐波减速器市占率50%+T链认证</td>
|
||
<td class="py-3 px-4">产能消化风险</td>
|
||
<td class="py-3 px-4">35倍</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">拓普集团</td>
|
||
<td class="py-3 px-4">T链总成+机器人关节量产</td>
|
||
<td class="py-3 px-4">客户集中度高</td>
|
||
<td class="py-3 px-4">28倍</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">航天电子</td>
|
||
<td class="py-3 px-4">卫星载荷核心供应商</td>
|
||
<td class="py-3 px-4">发射进度延迟</td>
|
||
<td class="py-3 px-4">25倍</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<div class="card p-6 mb-8">
|
||
<h2 class="section-title">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white">
|
||
<thead>
|
||
<tr class="bg-red-50 text-red-700">
|
||
<th class="py-3 px-4 text-left font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 text-left font-semibold">具体表现</th>
|
||
<th class="py-3 px-4 text-left font-semibold">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">技术瓶颈</td>
|
||
<td class="py-3 px-4">人形机器人<strong>续航<2小时</strong>（宇树实测），限制场景应用</td>
|
||
<td class="py-3 px-4">路演纪要</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">商业化风险</td>
|
||
<td class="py-3 px-4">AI应用<strong>付费率<5%</strong>（QuestMobile），盈利模型待验证</td>
|
||
<td class="py-3 px-4">行业报告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">政策变动</td>
|
||
<td class="py-3 px-4">欧盟拟对<strong>中国电动车加税20%</strong>（2025年提案），影响出口</td>
|
||
<td class="py-3 px-4">彭博社</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">信息矛盾</td>
|
||
<td class="py-3 px-4">某券商预测"2025年氢能重卡渗透率30%"，但<strong>当前仅0.3%</strong>（中汽协）</td>
|
||
<td class="py-3 px-4">数据交叉验证</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion & Investment Implications -->
|
||
<div class="card p-6 mb-8">
|
||
<h2 class="section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-indigo-600">阶段判断</h3>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<p class="text-gray-700">处于<strong class="text-indigo-600">政策驱动向订单驱动过渡期</strong>（2024Q4-2025Q2），<strong class="text-indigo-600">机器人>AI>商业航天</strong>的兑现顺序。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-bold mb-3 text-indigo-600">高价值环节</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-gradient-to-r from-purple-50 to-indigo-50 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<div class="bg-purple-100 text-purple-700 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
1
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">机器人关节总成</h4>
|
||
<p class="text-gray-700">技术壁垒+客户绑定深——推荐<strong class="text-purple-600">拓普集团/三花智控</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-blue-50 to-cyan-50 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<div class="bg-blue-100 text-blue-700 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
2
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">AI算力基础设施</h4>
|
||
<p class="text-gray-700">政策补贴+需求刚性——推荐<strong class="text-blue-600">中科曙光/寒武纪</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
|
||
<div class="flex items-start">
|
||
<div class="bg-green-100 text-green-700 rounded-full w-8 h-8 flex items-center justify-center mr-3 flex-shrink-0">
|
||
3
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-lg mb-1">卫星互联网地面设备</h4>
|
||
<p class="text-gray-700">发射元年前夜——推荐<strong class="text-green-600">海格通信</strong></p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-3 text-indigo-600">关键跟踪指标</h3>
|
||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-robot text-indigo-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<strong>机器人</strong>：2025年Q2特斯拉Optimus订单量（目标>5000台）
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-brain text-indigo-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<strong>AI</strong>：国产大模型调用成本是否降至<strong>0.001元/次</strong>（当前0.01元）
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-satellite text-indigo-500 mt-1 mr-2"></i>
|
||
<div>
|
||
<strong>商业航天</strong>：2025年海南文昌基地发射频次（目标>50次/年）
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="mt-4 bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||
<p class="text-red-700 font-semibold">风险提示</p>
|
||
<p class="text-gray-700">若2025年Q2机器人出货量低于3000台，或AI应用MAU增速<50%，需警惕主题退潮风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Related Stocks Table -->
|
||
<div class="card p-6">
|
||
<h2 class="section-title">关联股票</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white table-hover">
|
||
<thead>
|
||
<tr class="bg-gray-50 text-gray-700">
|
||
<th class="py-3 px-4 text-left font-semibold">股票名称</th>
|
||
<th class="py-3 px-4 text-left font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left font-semibold">项目</th>
|
||
<th class="py-3 px-4 text-left font-semibold">理由</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">克来机电</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">巨能智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">赛摩智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">德新科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">克劳斯</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">东土科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">盛景微</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">三丰智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">工业富联</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-blue-100 text-blue-800 text-xs px-2 py-1 rounded">机器人</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的机器人领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">明阳科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">艾迪精密</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中大力德</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">双环传动</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">秦川机床</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">绿的谐波</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-purple-100 text-purple-800 text-xs px-2 py-1 rounded">减速器</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的减速器领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">中重科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-green-100 text-green-800 text-xs px-2 py-1 rounded">智能装备</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的智能装备领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">山河智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-green-100 text-green-800 text-xs px-2 py-1 rounded">智能装备</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的智能装备领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">先导智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-green-100 text-green-800 text-xs px-2 py-1 rounded">智能装备</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的智能装备领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">巨轮智能</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-green-100 text-green-800 text-xs px-2 py-1 rounded">智能装备</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的智能装备领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">金自天正</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded">工业4.0</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业4.0领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">立中集团</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded">工业4.0</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业4.0领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">楚天科技</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-yellow-100 text-yellow-800 text-xs px-2 py-1 rounded">工业4.0</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业4.0领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">海天精工</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-red-100 text-red-800 text-xs px-2 py-1 rounded">工业母机</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业母机领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">创世纪</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-red-100 text-red-800 text-xs px-2 py-1 rounded">工业母机</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业母机领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">华中数控</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-red-100 text-red-800 text-xs px-2 py-1 rounded">工业母机</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业母机领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">拓斯达</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-red-100 text-red-800 text-xs px-2 py-1 rounded">工业母机</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业母机领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-medium">日发精机</td>
|
||
<td class="py-3 px-4">
|
||
<span class="inline-block bg-red-100 text-red-800 text-xs px-2 py-1 rounded">工业母机</span>
|
||
</td>
|
||
<td class="py-3 px-4">新质生产力</td>
|
||
<td class="py-3 px-4">属于国资委加快布局新质生产力中的工业母机领域</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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``` |