1195 lines
52 KiB
HTML
1195 lines
52 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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background: linear-gradient(135deg, rgba(59, 130, 246, 0.2), rgba(99, 102, 241, 0.2));
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margin-bottom: 1rem;
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overflow-x: auto;
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</head>
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<body>
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<div id="particles-background" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 container mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-transparent bg-clip-text bg-gradient-to-r from-blue-400 to-purple-500">
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星河动力：中国商业航天的领军者
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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深度解析中国民营商业火箭头部企业的发展历程、技术突破与投资价值
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</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center mr-4">
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<i class="fas fa-rocket text-white"></i>
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</div>
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<h2 class="text-2xl font-bold">概念事件</h2>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">背景</h3>
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<p class="text-slate-300">
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星河动力（北京星河动力航天科技股份有限公司）成立于2018年，是中国民营商业火箭领域的头部企业，专注于固体与液体火箭的研发与发射服务。
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</p>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="highlight-box p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<p class="font-semibold text-blue-300">2025年7月15日</p>
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<p class="text-slate-300">创始人刘百奇受邀参加国新办"新征程上的奋斗者"中外记者见面会，与机器人、商业航天并列为"新质生产力"唯二产业，政策地位凸显。</p>
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</div>
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</div>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<p class="font-semibold text-blue-300">2025年1月20日</p>
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<p class="text-slate-300">谷神星一号（遥十六）成功发射5颗卫星，实现2025年民营商业火箭"开门红"。</p>
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</div>
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</div>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<p class="font-semibold text-blue-300">2024年11月</p>
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<p class="text-slate-300">完成"智神星一号"重复使用火箭逆向喷流气动特性风洞试验，技术验证加速。</p>
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</div>
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</div>
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</div>
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<div class="highlight-box p-4 rounded-lg">
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<div class="flex items-start">
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<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-1">
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<i class="fas fa-calendar-alt text-sm"></i>
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</div>
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<div>
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<p class="font-semibold text-blue-300">2024年9月</p>
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<p class="text-slate-300">与天宜新材（天仁道和）签订战略合作协议，深化固体/液体火箭部段研发合作。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-300">时间轴</h3>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div>
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<p class="font-semibold text-blue-300">2020-2023年</p>
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<p class="text-slate-300">谷神星一号系列火箭完成11次发射，成功率91%，进入批产阶段。</p>
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</div>
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</div>
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<div class="relative mb-6">
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<div class="timeline-dot"></div>
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<div>
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<p class="font-semibold text-blue-300">2024年</p>
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<p class="text-slate-300">智神星一号液体火箭计划首飞，目标运力5吨级，对标长征二号丙。</p>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div>
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<p class="font-semibold text-blue-300">2025年</p>
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<p class="text-slate-300">产能扩张至年产28发，海南文昌、海上发射场资源逐步释放。</p>
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||
</div>
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||
</div>
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||
</div>
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||
</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center mr-4">
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||
<i class="fas fa-lightbulb text-white"></i>
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||
</div>
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<h2 class="text-2xl font-bold">核心观点摘要</h2>
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</div>
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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-purple-900/30 to-blue-900/30 p-5 rounded-xl border border-purple-500/30">
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||
<div class="flex items-center mb-3">
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||
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center mr-3">
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||
<i class="fas fa-chart-line text-white text-sm"></i>
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||
</div>
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||
<h3 class="text-lg font-semibold text-purple-300">阶段判断</h3>
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||
</div>
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||
<p class="text-slate-300">
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||
星河动力处于<strong class="text-purple-300">商业化加速期</strong>，固体火箭已验证批产能力，液体火箭即将首飞，政策与需求双重驱动下，2025-2026年或为业绩爆发拐点。
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</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-blue-900/30 p-5 rounded-xl border border-purple-500/30">
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<div class="flex items-center mb-3">
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||
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center mr-3">
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<i class="fas fa-cogs text-white text-sm"></i>
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</div>
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<h3 class="text-lg font-semibold text-purple-300">核心驱动力</h3>
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</div>
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<p class="text-slate-300">
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<strong class="text-purple-300">低轨星座组网需求爆发</strong>（星网、G60等）+ <strong class="text-purple-300">可回收技术突破</strong>（降本至1万元/公斤）+ <strong class="text-purple-300">政策红利</strong>（商业发射场开放）。
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</p>
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</div>
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<div class="bg-gradient-to-br from-purple-900/30 to-blue-900/30 p-5 rounded-xl border border-purple-500/30">
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<div class="flex items-center mb-3">
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||
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center mr-3">
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<i class="fas fa-rocket text-white text-sm"></i>
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</div>
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<h3 class="text-lg font-semibold text-purple-300">未来潜力</h3>
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</div>
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<p class="text-slate-300">
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若液体火箭成功回收，将打开千亿级发射市场，成为全球SpaceX模式的中国对标者。
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</p>
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</div>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<div class="flex items-center mb-6">
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||
<div class="w-10 h-10 rounded-full bg-green-500 flex items-center justify-center mr-4">
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<i class="fas fa-brain text-white"></i>
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</div>
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<h2 class="text-2xl font-bold">概念的核心逻辑与市场认知分析</h2>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-green-300">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
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<div class="bg-slate-800/50 p-5 rounded-xl">
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||
<div class="flex items-center mb-3">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
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<i class="fas fa-satellite text-white text-sm"></i>
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</div>
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<h4 class="text-lg font-semibold text-green-300">需求端</h4>
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</div>
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<ul class="space-y-2 text-slate-300">
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<li class="flex items-start">
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<i class="fas fa-chevron-right text-green-400 mt-1 mr-2 text-xs"></i>
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<span><strong class="text-green-300">卫星互联网组网</strong>：星网计划1.3万颗卫星，2025年起需年均发射1000+颗，当前运力缺口显著（2024年仅50-100颗）。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-green-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-green-300">商业卫星小型化</strong>：300公斤级卫星需求激增，谷神星一号（300公斤运力）精准匹配。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
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||
<i class="fas fa-microchip text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">技术端</h4>
|
||
</div>
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||
<ul class="space-y-2 text-slate-300">
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||
<li class="flex items-start">
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||
<i class="fas fa-chevron-right text-green-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-green-300">固体火箭成熟</strong>：谷神星一号成本已降至<strong>3000万元/发</strong>（固体火箭行业最低之一），2025年目标<strong>1500万元/发</strong>。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-green-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-green-300">液体火箭突破</strong>：智神星一号采用液氧甲烷发动机，回收后运力损失<2吨，成本有望降至<strong>1万元/公斤</strong>（当前民营火箭平均2万美元/公斤）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-landmark text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">政策端</h4>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
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||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-green-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-green-300">海南文昌商业发射场</strong>：2024年开放2个工位，固体火箭工位年发射能力<strong>12次</strong>，液体火箭兼容19型火箭，星河动力为首批合作方。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-green-300">市场热度与情绪</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
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||
<i class="fas fa-newspaper text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">新闻热度</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
2025年7月国新办会议后，媒体聚焦"商业航天国家队+民营龙头"，星河动力与蓝箭、星际荣耀并列头部。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-file-alt text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">研报密集度</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
2024年9月后，华泰、中信证券等密集发布商业航天专题，<strong class="text-green-300">星河动力被提及12次</strong>，为民营火箭中频次最高。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-balance-scale text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">情绪分歧</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
乐观派认为其固体火箭已盈利，液体火箭技术路径清晰；谨慎派担忧液体火箭首飞延迟、发射场资源竞争。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-green-300">预期差分析</h3>
|
||
|
||
<div class="bg-slate-800/50 p-6 rounded-xl">
|
||
<div class="mb-4">
|
||
<h4 class="text-lg font-semibold text-green-300 mb-2">市场认知</h4>
|
||
<p class="text-slate-300">
|
||
普遍将其视为"固体火箭小运力供应商"，忽视液体火箭的<strong class="text-green-300">5吨级运力</strong>和<strong class="text-green-300">可回收潜力</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-green-300 mb-2">忽略点</h4>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-yellow-400 mt-1 mr-2"></i>
|
||
<span><strong class="text-green-300">防务订单</strong>：固体火箭技术可延伸至导弹防御系统（专家路演提及），2024年已获军方演习订单。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-exclamation-circle text-yellow-400 mt-1 mr-2"></i>
|
||
<span><strong class="text-green-300">产能弹性</strong>：与西安航天四院签订亿元级协议，<strong>2025年固体发动机产能瓶颈解除</strong>，年产能28发（2024年仅11发）。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-10 h-10 rounded-full bg-yellow-500 flex items-center justify-center mr-4">
|
||
<i class="fas fa-fire text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">关键催化剂与未来发展路径</h2>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-yellow-300">近期催化剂（3-6个月）</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-gradient-to-br from-yellow-900/20 to-orange-900/20 p-5 rounded-xl border border-yellow-500/30">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-yellow-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-rocket text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-yellow-300">智神星一号首飞</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-2">2025年Q3</p>
|
||
<p class="text-slate-300">
|
||
若成功入轨，将验证液体火箭技术，触发估值重构。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-yellow-900/20 to-orange-900/20 p-5 rounded-xl border border-yellow-500/30">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-yellow-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-satellite-dish text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-yellow-300">海南文昌二号工位首发</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-2">2025年7-8月开放</p>
|
||
<p class="text-slate-300">
|
||
星河动力或获<strong class="text-yellow-300">每月1次</strong>发射机会（当前酒泉工位需排队）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-br from-yellow-900/20 to-orange-900/20 p-5 rounded-xl border border-yellow-500/30">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-yellow-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-handshake text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-yellow-300">星网组网招标</h4>
|
||
</div>
|
||
<p class="text-slate-300 mb-2">2025年Q4启动</p>
|
||
<p class="text-slate-300">
|
||
千颗卫星发射招标，液体火箭订单或超预期。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-yellow-300">长期发展路径</h3>
|
||
|
||
<div class="relative pl-8">
|
||
<div class="timeline-line"></div>
|
||
|
||
<div class="relative mb-6">
|
||
<div class="timeline-dot bg-yellow-500"></div>
|
||
<div>
|
||
<p class="font-semibold text-yellow-300">2025-2026年</p>
|
||
<p class="text-slate-300">
|
||
液体火箭批产，年发射量<strong class="text-yellow-300">15-20次</strong>，收入规模<strong class="text-yellow-300">10-15亿元</strong>（当前约3亿元）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative mb-6">
|
||
<div class="timeline-dot bg-yellow-500"></div>
|
||
<div>
|
||
<p class="font-semibold text-yellow-300">2027-2030年</p>
|
||
<p class="text-slate-300">
|
||
可回收技术成熟，成本降至<strong class="text-yellow-300">5000万元/发</strong>，抢占星网30%市场份额（对应3000颗卫星）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="relative">
|
||
<div class="timeline-dot bg-yellow-500"></div>
|
||
<div>
|
||
<p class="font-semibold text-yellow-300">2030年后</p>
|
||
<p class="text-slate-300">
|
||
拓展深空探测、洲际运输等场景，对标SpaceX星舰模式。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-10 h-10 rounded-full bg-indigo-500 flex items-center justify-center mr-4">
|
||
<i class="fas fa-project-diagram text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">产业链与核心公司深度剖析</h2>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-300">产业链图谱</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-arrow-up text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-indigo-300">上游</h4>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div>
|
||
<h5 class="font-semibold text-indigo-300 mb-1">材料</h5>
|
||
<p class="text-slate-300 text-sm">
|
||
泰胜风能（箭体结构60%份额）、天宜新材（整流罩）、钢研高纳（高温合金）。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<h5 class="font-semibold text-indigo-300 mb-1">零部件</h5>
|
||
<p class="text-slate-300 text-sm">
|
||
高华科技（传感器）、航天电器（连接器）、铂力特（3D打印发动机部件）。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-equals text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-indigo-300">中游</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-indigo-300">总装</strong>：星河动力（固体+液体）、蓝箭航天（朱雀系列）、星际荣耀（双曲线系列）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-indigo-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-arrow-down text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-indigo-300">下游</h4>
|
||
</div>
|
||
<div class="space-y-3">
|
||
<div>
|
||
<h5 class="font-semibold text-indigo-300 mb-1">卫星运营商</h5>
|
||
<p class="text-slate-300 text-sm">
|
||
星网集团、长光卫星、银河航天。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<h5 class="font-semibold text-indigo-300 mb-1">发射服务</h5>
|
||
<p class="text-slate-300 text-sm">
|
||
海南文昌、酒泉95号工位、海上发射平台。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-300">核心玩家对比</h3>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-slate-300">
|
||
<thead class="text-xs text-indigo-300 uppercase bg-slate-800/50">
|
||
<tr>
|
||
<th scope="col" class="px-4 py-3">公司</th>
|
||
<th scope="col" class="px-4 py-3">技术路线</th>
|
||
<th scope="col" class="px-4 py-3">运力</th>
|
||
<th scope="col" class="px-4 py-3">成本</th>
|
||
<th scope="col" class="px-4 py-3">进展</th>
|
||
<th scope="col" class="px-4 py-3">风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="bg-slate-800/30 border-b border-slate-700">
|
||
<th scope="row" class="px-4 py-3 font-medium text-indigo-300 whitespace-nowrap">
|
||
星河动力
|
||
</th>
|
||
<td class="px-4 py-3">
|
||
固体（谷神星）+液体（智神星）
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
0.3-5吨
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
3000万→1万/公斤
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
固体批产，液体首飞在即
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
液体火箭首飞失败风险
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-slate-800/30 border-b border-slate-700">
|
||
<th scope="row" class="px-4 py-3 font-medium text-indigo-300 whitespace-nowrap">
|
||
蓝箭航天
|
||
</th>
|
||
<td class="px-4 py-3">
|
||
液氧甲烷（朱雀）
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
4-15吨
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
4-6万/公斤
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
朱雀二号已入轨
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
朱雀三号2025年才能首飞
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-slate-800/30 border-b border-slate-700">
|
||
<th scope="row" class="px-4 py-3 font-medium text-indigo-300 whitespace-nowrap">
|
||
星际荣耀
|
||
</th>
|
||
<td class="px-4 py-3">
|
||
液氧甲烷（双曲线）
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
1.5-5吨
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
2-3万/公斤
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
回收试验成功
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
运力较小，订单有限
|
||
</td>
|
||
</tr>
|
||
<tr class="bg-slate-800/30">
|
||
<th scope="row" class="px-4 py-3 font-medium text-indigo-300 whitespace-nowrap">
|
||
东方空间
|
||
</th>
|
||
<td class="px-4 py-3">
|
||
固体捆绑（引力）
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
4.5-15吨
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
未披露
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
引力一号首飞成功
|
||
</td>
|
||
<td class="px-4 py-3">
|
||
发动机外购，技术依赖
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-indigo-300">验证与证伪</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-check text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-green-300">数据印证</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
2024年谷神星一号发射<strong class="text-green-300">5次</strong>（占民营火箭42%），验证批产能力。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-red-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-exclamation-triangle text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-red-300">风险点</h4>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
液体火箭发动机为自研，但<strong class="text-red-300">涡轮泵技术</strong>尚未公开验证，可能拖累首飞进度。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-10 h-10 rounded-full bg-red-500 flex items-center justify-center mr-4">
|
||
<i class="fas fa-exclamation-triangle text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">潜在风险与挑战</h2>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-red-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-microchip text-white text-sm"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-red-300">技术风险</h3>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-red-300">液体火箭回收</strong>：逆向喷流试验完成，但<strong>海上回收平台</strong>尚未建成，2025年或仅能验证陆地回收（运力损失2吨）。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-red-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-chart-line text-white text-sm"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-red-300">商业化风险</h3>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-red-300">订单集中度</strong>：当前客户以<strong>长光卫星</strong>为主（占比70%），若星网招标延迟，收入波动大。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-red-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-balance-scale text-white text-sm"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-red-300">政策与竞争风险</h3>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-red-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-red-300">发射场资源</strong>：海南文昌二号工位需与<strong>19家火箭公司</strong>共享，排期竞争激烈。</span>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-red-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-red-300">国家队挤压</strong>：长征八号可回收版本若2026年推出，可能以<strong>成本优势</strong>抢占民营订单。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-red-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-info-circle text-white text-sm"></i>
|
||
</div>
|
||
<h3 class="text-lg font-semibold text-red-300">信息矛盾</h3>
|
||
</div>
|
||
<p class="text-slate-300">
|
||
<strong class="text-red-300">产能数据</strong>：华泰研报称"年产28发"，但专家路演指出<strong>西安四院发动机产能</strong>仅支持15发/年，需关注扩产进度。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-10 h-10 rounded-full bg-pink-500 flex items-center justify-center mr-4">
|
||
<i class="fas fa-lightbulb text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">综合结论与投资启示</h2>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-pink-300">阶段判断</h3>
|
||
|
||
<div class="bg-gradient-to-r from-pink-900/20 to-purple-900/20 p-6 rounded-xl border border-pink-500/30">
|
||
<p class="text-slate-300 text-lg">
|
||
<strong class="text-pink-300">主题炒作→基本面驱动过渡期</strong>。固体火箭已贡献现金流，液体火箭首飞是分水岭，2025年Q3或为估值切换时点。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-pink-300">投资价值方向</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-pink-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-rocket text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-pink-300">液体火箭产业链</h4>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-pink-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-pink-300">天宜新材</strong>（整流罩）、<strong class="text-pink-300">高华科技</strong>（传感器）直接受益智神星一号放量。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl">
|
||
<div class="flex items-center mb-3">
|
||
<div class="w-8 h-8 rounded-full bg-pink-500 flex items-center justify-center mr-3">
|
||
<i class="fas fa-satellite-dish text-white text-sm"></i>
|
||
</div>
|
||
<h4 class="text-lg font-semibold text-pink-300">发射服务稀缺性</h4>
|
||
</div>
|
||
<ul class="space-y-2 text-slate-300">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-chevron-right text-pink-400 mt-1 mr-2 text-xs"></i>
|
||
<span><strong class="text-pink-300">海南文昌发射场</strong>（海南国际商业发射有限公司）为唯一商业工位，星河动力作为首批合作方，<strong>发射频次溢价</strong>显著。</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-pink-300">关键跟踪指标</h3>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
|
||
<div class="bg-slate-800/50 p-5 rounded-xl flex items-start">
|
||
<div class="w-10 h-10 rounded-full bg-pink-500 flex items-center justify-center flex-shrink-0 mr-4 mt-1">
|
||
<i class="fas fa-rocket text-white"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-pink-300 mb-1">智神星一号首飞结果</h4>
|
||
<p class="text-slate-300">2025年Q3</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl flex items-start">
|
||
<div class="w-10 h-10 rounded-full bg-pink-500 flex items-center justify-center flex-shrink-0 mr-4 mt-1">
|
||
<i class="fas fa-handshake text-white"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-pink-300 mb-1">星网招标份额</h4>
|
||
<p class="text-slate-300">若中标超20%，对应<strong>500颗卫星</strong>订单（约25亿元收入）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-5 rounded-xl flex items-start">
|
||
<div class="w-10 h-10 rounded-full bg-pink-500 flex items-center justify-center flex-shrink-0 mr-4 mt-1">
|
||
<i class="fas fa-chart-line text-white"></i>
|
||
</div>
|
||
<div>
|
||
<h4 class="text-lg font-semibold text-pink-300 mb-1">成本曲线</h4>
|
||
<p class="text-slate-300">回收技术验证后，单公斤成本是否降至<strong>1万元以下</strong>（当前民营火箭平均2万美元）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<div class="flex items-center mb-6">
|
||
<div class="w-10 h-10 rounded-full bg-cyan-500 flex items-center justify-center mr-4">
|
||
<i class="fas fa-table text-white"></i>
|
||
</div>
|
||
<h2 class="text-2xl font-bold">关联股票</h2>
|
||
</div>
|
||
|
||
<div class="table-responsive">
|
||
<table class="table align-items-center mb-0 w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7">股票</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">分类</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">相关性</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">消息来源</th>
|
||
<th class="text-uppercase text-secondary text-xxs font-weight-bolder opacity-7 ps-2">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">泰胜风能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-cyan-500"></i>
|
||
<span class="text-dark text-xs">参股</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">控股股东广州凯得联合粤开资本出资1亿元参投星河动力C+轮融资</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">通过资本投资参与星河动力融资</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">中天火箭</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">星河动力为客户，公司耐烧蚀组件产品应用于商业航天领域</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司公告/互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供耐烧蚀组件产品应用于商业航天</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">铂力特</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">互动平台投资者提问为星河动力打印多达12种火箭发动机零件时，公司表示商业保密不便回复</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">涉及火箭发动机零件打印合作</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">高华科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">供货传感器产品及配套，提供箭上无线、无线遥测系统、火箭发动机测量系统等</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供传感器及遥测系统等配套产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">航天电器</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">供货星河动力连接器产品配套</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供连接器产品配套</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">国机精工</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">供货星河动力轴承产品</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供轴承产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">泰胜风能</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">战略合作，在火箭箭体结构、贮箱产品及火箭发射、回收设施等研发、设计及生产制造，新型技术和应用方面展开全面深度合作</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司公告</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">在火箭结构、贮箱及回收设施等领域合作</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">天宜新材</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-green-500"></i>
|
||
<span class="text-dark text-xs">供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">天仁道和与北京星河动力达成战略合作，在固体、液体运载火箭相关部段研发制造领域开展深度合作</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公司互动</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">在固体/液体火箭部段研发制造合作</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">钢研高纳</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-yellow-500"></i>
|
||
<span class="text-dark text-xs">潜在供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">高温合金应用于航空航天发动机、燃气轮机核心部件</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">高温合金材料应用于发动机核心部件</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">飞沃科技</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-yellow-500"></i>
|
||
<span class="text-dark text-xs">潜在供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">紧固件产品</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供紧固件产品</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td>
|
||
<div class="d-flex px-2 py-1">
|
||
<div class="my-auto">
|
||
<h6 class="mb-0 text-sm font-semibold">多浦乐</h6>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
<td>
|
||
<span class="badge badge-dot me-4">
|
||
<i class="bg-yellow-500"></i>
|
||
<span class="text-dark text-xs">潜在供货</span>
|
||
</span>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">航空航天领域定制化线性摩擦焊叶片检测用的线性相控阵探头</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">公开资料</p>
|
||
</td>
|
||
<td>
|
||
<p class="text-xs font-weight-bold mb-0">提供定制化检测设备</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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<script>
|
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// 初始化粒子背景
|
||
tsParticles.load("particles-background", {
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fpsLimit: 60,
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particles: {
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color: {
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value: "#ffffff"
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||
},
|
||
links: {
|
||
color: "#ffffff",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.3,
|
||
width: 1
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||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce"
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800
|
||
},
|
||
value: 80
|
||
},
|
||
opacity: {
|
||
value: 0.3
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
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size: {
|
||
value: { min: 1, max: 3 }
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||
}
|
||
},
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detectRetina: true
|
||
});
|
||
</script>
|
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</body>
|
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</html>
|
||
``` |