712 lines
32 KiB
HTML
712 lines
32 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<title>深海数智化概念分析报告</title>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #0c1445 0%, #1a237e 50%, #0d47a1 100%);
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min-height: 100vh;
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position: relative;
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overflow-x: hidden;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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z-index: -1;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border-radius: 16px;
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border: 1px solid rgba(255, 255, 255, 0.2);
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.timeline-line {
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background-color: rgba(59, 130, 246, 0.3);
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0, 0, 0, 0.2);
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}
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.gradient-text {
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background: linear-gradient(90deg, #60a5fa, #3b82f6);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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}
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.mobile-stack {
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flex-direction: column;
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}
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.mobile-full {
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width: 100%;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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<!-- 标题区域 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-white mb-4">深海数智化概念分析</h1>
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<p class="text-xl text-blue-200 max-w-3xl mx-auto">探索深海科技与数智化融合的产业机遇与投资价值</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-6">概念事件时间轴</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年3月12日</h3>
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<p class="text-white">政府工作报告首次将"深海科技"纳入国家战略，与商业航天、低空经济并列</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年4月6日</h3>
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<p class="text-white">生态环境部发布《国家生态环境监测网络数智化转型方案》</p>
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</div>
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</div>
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<div class="relative mb-8">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年6月10日</h3>
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<p class="text-white">中国发布全球首个深海海山数字化智能系统</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 class="ml-4">
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<h3 class="text-lg font-semibold text-blue-300">2025年3月21日</h3>
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<p class="text-white">工信部即将发布《医药工业数智化转型实施方案》</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="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-6">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="card-hover bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<div class="text-blue-400 text-3xl mb-3">
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<i class="fas fa-chart-line"></i>
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</div>
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<h3 class="text-lg font-semibold text-white mb-2">阶段判断</h3>
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<p class="text-blue-100">深海数智化处于政策驱动向技术验证过渡期，2025-2027年为产业化加速拐点</p>
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</div>
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<div class="card-hover bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<div class="text-blue-400 text-3xl mb-3">
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<i class="fas fa-rocket"></i>
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</div>
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<h3 class="text-lg font-semibold text-white mb-2">核心驱动力</h3>
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<p class="text-blue-100">国家战略安全 + 技术突破 + 成本下降（海底数据中心PUE<1.1）</p>
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</div>
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<div class="card-hover bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<div class="text-blue-400 text-3xl mb-3">
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<i class="fas fa-coins"></i>
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</div>
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<h3 class="text-lg font-semibold text-white mb-2">未来潜力</h3>
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<p class="text-blue-100">2025年深海科技市场规模3.25万亿元，三大赛道年复合增速超30%</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力分析 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-6">核心驱动力分析</h2>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
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<thead>
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<tr class="bg-blue-800 bg-opacity-50">
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">维度</th>
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">逻辑</th>
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">数据支撑</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-blue-700 border-opacity-30">
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<td class="py-3 px-4 text-blue-300 font-medium">政策</td>
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<td class="py-3 px-4 text-white">政府工作报告+部委专项方案，形成"中央-地方-央企"三级推力</td>
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<td class="py-3 px-4 text-blue-100">海南200亿海底智算中心、广东"1310"计划</td>
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</tr>
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<tr class="border-b border-blue-700 border-opacity-30">
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<td class="py-3 px-4 text-blue-300 font-medium">技术</td>
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<td class="py-3 px-4 text-white">深海进入、探测、开发全链条突破</td>
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<td class="py-3 px-4 text-blue-100">2025年全球无人潜水器市场850亿元，中国占34.5万公里海缆订单</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-blue-300 font-medium">需求</td>
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<td class="py-3 px-4 text-white">资源安全 + 新基建（海底IDC替代"东数西算"）</td>
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<td class="py-3 px-4 text-blue-100">海底数据中心电力成本占比50%，陵水项目2030年达50MW</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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<!-- 市场热度与预期差 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-8">
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<div class="glass-effect p-6">
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<h2 class="text-2xl font-bold text-white mb-6">市场热度与情绪</h2>
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<div class="space-y-4">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">研报密集度</h3>
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<p class="text-white">2025年Q1以来，浙商/申万/东北等8家券商发布深海科技专题，提及标的超30家</p>
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</div>
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">情绪指标</h3>
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<p class="text-white">宝钛股份、中国海防年内涨幅20%+，但机构持仓占比仍低于5%，处于低配状态</p>
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</div>
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</div>
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</div>
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<div class="glass-effect p-6">
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<h2 class="text-2xl font-bold text-white mb-6">预期差分析</h2>
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<div class="space-y-4">
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">市场共识</h3>
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<p class="text-white">聚焦"深海装备"（船舶/锚链），忽略数据层价值（海底观测网数据交易、AI训练场景）</p>
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</div>
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<h3 class="text-lg font-semibold text-blue-300 mb-2">忽略点</h3>
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<ul class="text-white list-disc pl-5 space-y-1">
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<li>海南高速海底智算中心已签约10家企业，但市场仅将其视为"主题"</li>
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<li>亚星锚链R6系泊链技术突破，但漂浮式风电订单尚未体现在2024年财报</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-6">关键催化剂</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-blue-300 mb-4">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs">1</span>
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</div>
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<p class="text-white">政策落地：2025年Q3《深海矿产资源开发条例》出台，采矿权招标启动</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs">2</span>
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</div>
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<p class="text-white">技术验证：2025年Q4深海空间站（6人/1年）南海下水测试</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">
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<span class="text-white text-xs">3</span>
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</div>
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<p class="text-white">订单释放：中海油2025年深海油气资本开支同比+25%</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-blue-300 mb-4">长期路径（2025-2030）</h3>
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<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
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<div class="flex flex-col space-y-3">
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<div class="bg-blue-700 bg-opacity-50 p-3 rounded-lg text-white text-center">
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2025:政策+技术验证
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</div>
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<div class="flex justify-center">
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<i class="fas fa-arrow-down text-blue-400"></i>
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</div>
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<div class="bg-blue-700 bg-opacity-50 p-3 rounded-lg text-white text-center">
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2026-2027:商业化试点
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</div>
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<div class="flex justify-center">
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<i class="fas fa-arrow-down text-blue-400"></i>
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</div>
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<div class="bg-blue-700 bg-opacity-50 p-3 rounded-lg text-white text-center">
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2028-2030:规模化放量
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</div>
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<div class="flex justify-center">
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<i class="fas fa-arrow-down text-blue-400"></i>
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</div>
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<div class="bg-blue-700 bg-opacity-50 p-3 rounded-lg text-white text-center">
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2030+:深海经济生态
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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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<!-- 产业链与核心公司 -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-white mb-6">产业链与核心公司</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-blue-300 mb-3">上游</h3>
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<ul class="text-white space-y-2">
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<li>钛合金（宝钛股份）</li>
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<li>海缆（中天科技/东方电缆）</li>
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<li>传感器（中国海防）</li>
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</ul>
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</div>
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<div class="bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-blue-300 mb-3">中游</h3>
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<ul class="text-white space-y-2">
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<li>深海装备（中国船舶、亚星锚链）</li>
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<li>机器人（时代电气-SMD）</li>
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<li>数据中心（海兰信）</li>
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</ul>
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</div>
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<div class="bg-blue-900 bg-opacity-30 p-5 rounded-xl">
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<h3 class="text-lg font-semibold text-blue-300 mb-3">下游</h3>
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<ul class="text-white space-y-2">
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<li>资源开发（中海油服）</li>
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<li>数据服务（海南高速）</li>
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<li>医药（太美医疗-AIaaS）</li>
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</ul>
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</div>
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</div>
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<h3 class="text-xl font-semibold text-white mb-4">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
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<thead>
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<tr class="bg-blue-800 bg-opacity-50">
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">公司</th>
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">业务纯度</th>
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">竞争优势</th>
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<th class="py-3 px-4 text-left text-blue-200 font-semibold">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-blue-700 border-opacity-30">
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<td class="py-3 px-4 text-blue-300 font-medium">海兰信</td>
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<td class="py-3 px-4 text-white">100%</td>
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<td class="py-3 px-4 text-white">海底IDC唯一运营商，海南项目已落地</td>
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<td class="py-3 px-4 text-white">客户集中度（政府订单占比80%）</td>
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</tr>
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<tr class="border-b border-blue-700 border-opacity-30">
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<td class="py-3 px-4 text-blue-300 font-medium">宝钛股份</td>
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<td class="py-3 px-4 text-white">60%</td>
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<td class="py-3 px-4 text-white">深海钛合金市占率70%，参与空间站</td>
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<td class="py-3 px-4 text-white">军工订单周期性波动</td>
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</tr>
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<tr>
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<td class="py-3 px-4 text-blue-300 font-medium">亚星锚链</td>
|
||
<td class="py-3 px-4 text-white">50%</td>
|
||
<td class="py-3 px-4 text-white">R6系泊链全球龙头，漂浮式风电弹性</td>
|
||
<td class="py-3 px-4 text-white">风电补贴政策退坡</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="glass-effect p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">风险类型</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">技术</td>
|
||
<td class="py-3 px-4 text-white">深海机器人续航不足（当前AUV仅72小时），高压传感器国产化率<30%</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">商业化</td>
|
||
<td class="py-3 px-4 text-white">可燃冰开采成本$150-200/桶油当量，高于陆地页岩气（$50-80）</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">政策</td>
|
||
<td class="py-3 px-4 text-white">美国未加入《海洋法公约》，国际采矿权博弈可能限制中国矿区开发</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-300 font-medium">信息矛盾</td>
|
||
<td class="py-3 px-4 text-white">浙商证券预测2025年深海经济3.25万亿，但路演显示2024年实际订单仅200亿，预期差达16倍</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="glass-effect p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-6">综合结论与投资启示</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">阶段判断</h3>
|
||
<p class="text-white">深海数智化处于"主题投资→基本面验证"过渡期，2025-2026年政策订单驱动，2027年后看技术降本。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">投资方向</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold text-white mb-2">数据层</h4>
|
||
<p class="text-blue-100">海兰信（海底IDC）、海南高速（智算中心）——估值未反映数据资产价值</p>
|
||
</div>
|
||
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold text-white mb-2">材料层</h4>
|
||
<p class="text-blue-100">宝钛股份（钛合金）、西部材料（UUV结构件）——军工+深海双轮驱动</p>
|
||
</div>
|
||
<div class="bg-blue-900 bg-opacity-30 p-4 rounded-lg">
|
||
<h4 class="text-lg font-semibold text-white mb-2">设备层</h4>
|
||
<p class="text-blue-100">亚星锚链（系泊链）、中国船舶（FPSO）——订单弹性最大</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-3">跟踪指标</h3>
|
||
<ul class="text-white space-y-2">
|
||
<li>• 海南海底数据中心：2025年Q3客户签约率（当前10家→目标50家）</li>
|
||
<li>• 可燃冰开采成本：2025年Q4南海试采成本是否降至$100/桶以下</li>
|
||
<li>• 钛合金价格：宝钛股份2025年深海订单毛利率是否维持40%+（当前35%）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="glass-effect p-6">
|
||
<h2 class="text-2xl font-bold text-white mb-6">关联股票</h2>
|
||
|
||
<!-- 深海数智化(250701) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">深海数智化(250701)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">股票</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">行业</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">项目/产品</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">数据来源</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">中天科技</td>
|
||
<td class="py-3 px-4 text-white">海缆</td>
|
||
<td class="py-3 px-4 text-white">参与编制国际首个动态海底电缆标准</td>
|
||
<td class="py-3 px-4 text-white">国内头部海缆制造商</td>
|
||
<td class="py-3 px-4 text-white">互动/年报</td>
|
||
<td class="py-3 px-4 text-white">2024年海洋系列营收36.44亿元，占比7.58%</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">东方电缆</td>
|
||
<td class="py-3 px-4 text-white">海缆</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">海底电缆系统核心供应商</td>
|
||
<td class="py-3 px-4 text-white">年报</td>
|
||
<td class="py-3 px-4 text-white">2024年海缆系统营收27.78亿元，占比30.55%</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">亨通光电</td>
|
||
<td class="py-3 px-4 text-white">海缆</td>
|
||
<td class="py-3 px-4 text-white">海洋能源与通信</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">年报</td>
|
||
<td class="py-3 px-4 text-white">2024年海洋能源与通信营收57.38亿元，占比9.57%</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">海兰信</td>
|
||
<td class="py-3 px-4 text-white">算力</td>
|
||
<td class="py-3 px-4 text-white">海底数据中心（UDC）</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">调研</td>
|
||
<td class="py-3 px-4 text-white">2025年以海南算力集群为重点，聚焦上海中远海风项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-300 font-medium">海南高速</td>
|
||
<td class="py-3 px-4 text-white">算力</td>
|
||
<td class="py-3 px-4 text-white">海底智算中心</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">互动</td>
|
||
<td class="py-3 px-4 text-white">投资建设的海底智算中心于2025年2月18日启用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 深海经济(250313) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">深海经济(250313)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">股票</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">项目/产品</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">投资逻辑</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">资料来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">宝钛股份</td>
|
||
<td class="py-3 px-4 text-white">材料供应</td>
|
||
<td class="py-3 px-4 text-white">蛟龙号</td>
|
||
<td class="py-3 px-4 text-white">深海用高强度钛合金大型耐压结构件</td>
|
||
<td class="py-3 px-4 text-white">开发了深海用高强度钛合金大型耐压结构件等产品，配合完成"蛟龙号"潜水器钛合金框架维修工作</td>
|
||
<td class="py-3 px-4 text-white">网络公开资料</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">亚星锚链</td>
|
||
<td class="py-3 px-4 text-white">载人深潜</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">全球系泊链领导者，应用于FPSO、海风单桩等</td>
|
||
<td class="py-3 px-4 text-white">全球系泊链领导者，国内唯一量产R6系泊链企业，市占率超40%</td>
|
||
<td class="py-3 px-4 text-white">机构研报</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">中国船舶</td>
|
||
<td class="py-3 px-4 text-white">载人深潜</td>
|
||
<td class="py-3 px-4 text-white">蛟龙号</td>
|
||
<td class="py-3 px-4 text-white">子公司702所是蛟龙号核心设计单位</td>
|
||
<td class="py-3 px-4 text-white">子公司702所是蛟龙号核心设计单位</td>
|
||
<td class="py-3 px-4 text-white">网络公开资料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-300 font-medium">时代电气</td>
|
||
<td class="py-3 px-4 text-white">深海机器人</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">2015年收购英国深海机器人知名供应商SMD，公司海工装备主要包括深海作业机器人、海底挖掘铺缆</td>
|
||
<td class="py-3 px-4 text-white">2015年收购英国深海机器人知名供应商SMD，公司海工装备主要包括深海作业机器人、海底挖掘铺缆</td>
|
||
<td class="py-3 px-4 text-white">搜互动</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 深海经济(250320更新) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-blue-300 mb-4">深海经济(250320更新)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-blue-900 bg-opacity-20 rounded-xl overflow-hidden">
|
||
<thead>
|
||
<tr class="bg-blue-800 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">股票</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">分类</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">项目/产品</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">产业链</th>
|
||
<th class="py-3 px-4 text-left text-blue-200 font-semibold">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">宝色股份</td>
|
||
<td class="py-3 px-4 text-white">材料供应</td>
|
||
<td class="py-3 px-4 text-white">蛟龙号潜水器钛合金框架维修</td>
|
||
<td class="py-3 px-4 text-white">钛合金材料供应</td>
|
||
<td class="py-3 px-4 text-white">开发深海高强度钛合金大型耐压结构件，参与蛟龙号潜水器钛合金框架维修工作</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">亚星锚链</td>
|
||
<td class="py-3 px-4 text-white">材料供应</td>
|
||
<td class="py-3 px-4 text-white">-</td>
|
||
<td class="py-3 px-4 text-white">全球系泊链霸主，市占率超40%</td>
|
||
<td class="py-3 px-4 text-white">全球系泊链龙头企业，产品应用于FPSO、海风单桩等</td>
|
||
</tr>
|
||
<tr class="border-b border-blue-700 border-opacity-30">
|
||
<td class="py-3 px-4 text-blue-300 font-medium">宝钛股份</td>
|
||
<td class="py-3 px-4 text-white">载人深潜</td>
|
||
<td class="py-3 px-4 text-white">奋斗者号载人钛合金材料</td>
|
||
<td class="py-3 px-4 text-white">钛合金材料供应</td>
|
||
<td class="py-3 px-4 text-white">为奋斗者号提供载人钛合金材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 text-blue-300 font-medium">时代电气</td>
|
||
<td class="py-3 px-4 text-white">深海装备</td>
|
||
<td class="py-3 px-4 text-white">深海作业机器人</td>
|
||
<td class="py-3 px-4 text-white">电力设备</td>
|
||
<td class="py-3 px-4 text-white">2015年收购英国深海机器人知名供应商SMD，产品包括深海作业机器人</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('animate-fadeIn');
|
||
observer.unobserve(entry.target);
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('.glass-effect').forEach(el => {
|
||
observer.observe(el);
|
||
});
|
||
</script>
|
||
|
||
<style>
|
||
@keyframes fadeIn {
|
||
from {
|
||
opacity: 0;
|
||
transform: translateY(20px);
|
||
}
|
||
to {
|
||
opacity: 1;
|
||
transform: translateY(0);
|
||
}
|
||
}
|
||
|
||
.animate-fadeIn {
|
||
animation: fadeIn 0.6s ease-out forwards;
|
||
}
|
||
</style>
|
||
</body>
|
||
</html>
|
||
``` |