837 lines
41 KiB
HTML
837 lines
41 KiB
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<title>电磁发射设备概念分析</title>
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</head>
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<body class="gradient-bg">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">电磁发射设备概念分析</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">从军工验证期进入商业化拐点，政策、技术与需求三重共振，0→1放量前夜</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-300">核心观点摘要</h2>
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<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
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<p class="text-slate-200">
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电磁发射技术已从<span class="highlight">军工验证期</span>进入<span class="highlight">商业化拐点</span>：
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</p>
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<ul class="mt-3 space-y-2 text-slate-300">
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<li><i class="fas fa-arrow-right text-blue-400 mr-2"></i><strong>军用端</strong>：航母电磁弹射（福建舰）、电磁轨道炮（"十四五"末列装）驱动百亿级订单</li>
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<li><i class="fas fa-arrow-right text-blue-400 mr-2"></i><strong>商用端</strong>：2028年电磁弹射火箭发射（联创光电）有望颠覆传统航天发射模式，成本优势+高频次发射打开千亿市场</li>
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</ul>
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<p class="mt-3 text-slate-200">
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<strong>当前阶段</strong>：政策（新域新质）+技术（超导磁体突破）+需求（星链竞赛）三重共振，<span class="highlight">0→1放量前夜</span>
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</p>
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</div>
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</div>
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<!-- 概念事件时间线 -->
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">概念事件时间线</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="timeline-item relative pb-8">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2022-08</h3>
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<span class="bg-blue-900/50 text-blue-300 text-xs px-2 py-1 rounded">福建舰下水</span>
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</div>
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<p class="text-slate-300">首次在航母上实现<span class="highlight">电磁弹射</span>（弹射舰载机），标志我国电磁发射技术进入实战阶段</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="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2023-02</h3>
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<span class="bg-blue-900/50 text-blue-300 text-xs px-2 py-1 rounded">天风军工路演</span>
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</div>
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<p class="text-slate-300">提出"新域新质"战略，将电磁装备列为"十四五"中期调整重点，预计舰船电磁弹射市场规模<span class="highlight">"大几百亿"</span>（需验证）</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="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2024-06</h3>
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<span class="bg-blue-900/50 text-blue-300 text-xs px-2 py-1 rounded">王子新材路演</span>
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</div>
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<p class="text-slate-300">明确电磁发射武器四大分系统（储能、电控、发射、监测），旗下宁波新容（薄膜电容）和中电华瑞（半导体器件）市占率<span class="highlight">超60%</span></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="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2025-05</h3>
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<span class="bg-blue-900/50 text-blue-300 text-xs px-2 py-1 rounded">联创光电中标</span>
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</div>
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<p class="text-slate-300">中标资阳商业航天研究院"超导磁体"项目（金额<span class="highlight">1960万元</span>），目标2028年实现<span class="highlight">电磁弹射火箭发射</span>（载荷翻倍、成本降至传统1/3）</p>
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</div>
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</div>
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<div class="timeline-item relative">
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-between mb-2">
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<h3 class="text-lg font-semibold text-blue-300">2025-07</h3>
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<span class="bg-blue-900/50 text-blue-300 text-xs px-2 py-1 rounded">方正电子推荐</span>
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</div>
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<p class="text-slate-300">联创光电高温超导磁体技术打开<span class="highlight">千亿商业航天市场</span>，预计2025-2027年净利润CAGR<span class="highlight">30%+</span></p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 shadow-xl">
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<div class="flex items-center mb-4">
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<div class="bg-blue-500/20 p-3 rounded-lg mr-4">
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<i class="fas fa-bolt text-blue-400 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-blue-300">技术突破</h3>
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</div>
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<ul class="space-y-3 text-slate-300">
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<li><strong>超导磁体</strong>：联创光电高温超导带材实现<span class="highlight">20T以上磁场</span>（传统铜线圈极限15T），解决电磁发射能量密度瓶颈</li>
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<li><strong>薄膜电容</strong>：王子新材旗下宁波新容薄膜电容<span class="highlight">功率密度175MW/kg</span>（传统电池<1MW/kg），满足毫秒级脉冲放电需求</li>
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</ul>
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</div>
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 shadow-xl">
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<div class="flex items-center mb-4">
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<div class="bg-blue-500/20 p-3 rounded-lg mr-4">
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<i class="fas fa-landmark text-blue-400 text-xl"></i>
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</div>
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<h3 class="text-xl font-bold text-blue-300">政策催化</h3>
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</div>
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<ul class="space-y-3 text-slate-300">
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<li>2025年政府工作报告首次将"商业航天"列为新增长极</li>
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<li>电磁弹射火箭列入<span class="highlight">国家GW星座配套技术</span></li>
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</ul>
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</div>
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 shadow-xl">
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||
<div class="flex items-center mb-4">
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<div class="bg-blue-500/20 p-3 rounded-lg mr-4">
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<i class="fas fa-chart-line text-blue-400 text-xl"></i>
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||
</div>
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<h3 class="text-xl font-bold text-blue-300">成本拐点</h3>
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</div>
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<ul class="space-y-3 text-slate-300">
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<li>电磁弹射火箭单次发射成本<span class="highlight"><6000万元</span>（传统化学火箭>2亿元）</li>
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<li>卫星组网成本下降<span class="highlight">70%</span>（德邦通信测算）</li>
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||
</ul>
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||
</div>
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||
</div>
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||
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<!-- 预期差分析 -->
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||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-4 text-blue-300">预期差分析</h2>
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<div class="overflow-x-auto">
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<table class="w-full text-slate-300">
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<thead>
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<tr class="border-b border-slate-700">
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<th class="text-left py-3 px-4">市场叙事</th>
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<th class="text-left py-3 px-4">实际验证</th>
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<th class="text-left py-3 px-4">预期差</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-slate-700/50">
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<td class="py-3 px-4">"电磁弹射航母百亿市场"</td>
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<td class="py-3 px-4">湘电股份2024年电磁弹射收入<span class="highlight">仅5.1亿元</span>（年报数据），远低于路演预测的"23.5-28亿"</td>
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<td class="py-3 px-4"><span class="text-amber-400">订单节奏低于预期</span></td>
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</tr>
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<tr>
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<td class="py-3 px-4">"2028年电磁弹射火箭商用"</td>
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<td class="py-3 px-4">资阳研究院规划<span class="highlight">2028年首射</span>，但需解决<span class="highlight">轨道稳定性</span>（卫星载荷>1吨时振动超标）</td>
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<td class="py-3 px-4"><span class="text-amber-400">技术风险未充分定价</span></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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<!-- 未来发展路径 -->
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<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-300">长期发展路径</h2>
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<div class="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="bg-blue-900/50 p-4 rounded-lg text-center mb-4 md:mb-0 md:w-1/3">
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||
<div class="text-blue-300 font-bold mb-2">2025-2027</div>
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||
<div class="text-slate-300">军用批产</div>
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||
</div>
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<div class="text-blue-400 text-2xl mb-4 md:mb-0">
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<i class="fas fa-arrow-right"></i>
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||
</div>
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||
<div class="bg-blue-900/50 p-4 rounded-lg text-center mb-4 md:mb-0 md:w-1/3">
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<div class="text-blue-300 font-bold mb-2">2028-2030</div>
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<div class="text-slate-300">商用验证</div>
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</div>
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||
<div class="text-blue-400 text-2xl mb-4 md:mb-0">
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||
<i class="fas fa-arrow-right"></i>
|
||
</div>
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||
<div class="bg-blue-900/50 p-4 rounded-lg text-center md:w-1/3">
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<div class="text-blue-300 font-bold mb-2">2030+</div>
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||
<div class="text-slate-300">规模化</div>
|
||
</div>
|
||
</div>
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||
|
||
<div class="mt-8 grid grid-cols-1 md:grid-cols-3 gap-4 w-full max-w-4xl">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
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||
<div class="text-blue-300 font-bold mb-2">航母/轨道炮</div>
|
||
<div class="text-slate-300 text-sm">湘电股份/王子新材订单放量</div>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="text-blue-300 font-bold mb-2">电磁弹射火箭</div>
|
||
<div class="text-slate-300 text-sm">联创光电/星河动力首飞</div>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<div class="text-blue-300 font-bold mb-2">成本<3000万元/次</div>
|
||
<div class="text-slate-300 text-sm">替代化学火箭50%份额</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂 -->
|
||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300">近期催化剂（3-6个月）</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<div class="text-blue-300 font-bold mb-2">2025Q4</div>
|
||
<p class="text-slate-300">福建舰电磁弹射系统完成<span class="highlight">第5次海试</span>（预计公开弹射效率数据）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<div class="text-blue-300 font-bold mb-2">2025Q1</div>
|
||
<p class="text-slate-300">联创光电超导磁体交付资阳研究院，<span class="highlight">首次地面弹射试验</span>（载荷500kg卫星模型）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<div class="text-blue-300 font-bold mb-2">政策落地</div>
|
||
<p class="text-slate-300">工信部《商业航天电磁发射技术规范》<span class="highlight">征求意见稿发布</span>（预计2025年3月）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司 -->
|
||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300">产业链与核心公司</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
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<div class="bg-slate-800/50 p-4 rounded-lg">
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||
<h3 class="text-lg font-semibold text-blue-300 mb-3">上游</h3>
|
||
<ul class="text-slate-300 space-y-2">
|
||
<li>超导材料（联创光电）</li>
|
||
<li>薄膜电容（王子新材）</li>
|
||
<li>大功率半导体（振华科技）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-blue-300 mb-3">中游</h3>
|
||
<ul class="text-slate-300 space-y-2">
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<li>系统集成（湘电股份）</li>
|
||
<li>系统集成（中国船舶）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<h3 class="text-lg font-semibold text-blue-300 mb-3">下游</h3>
|
||
<ul class="text-slate-300 space-y-2">
|
||
<li>军用（航母/驱逐舰）</li>
|
||
<li>商用（卫星发射、核聚变）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-slate-300">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">公司</th>
|
||
<th class="text-left py-3 px-4">技术卡位</th>
|
||
<th class="text-left py-3 px-4">订单验证</th>
|
||
<th class="text-left py-3 px-4">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">湘电股份</td>
|
||
<td class="py-3 px-4">舰船电磁弹射<span class="highlight">唯一总包</span></td>
|
||
<td class="py-3 px-4">福建舰已确认收入，但2024年军品收入占比仅25%</td>
|
||
<td class="py-3 px-4">军工订单延迟风险</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">联创光电</td>
|
||
<td class="py-3 px-4">高温超导磁体<span class="highlight">国内唯一量产</span></td>
|
||
<td class="py-3 px-4">中标资阳项目（1960万），但超导带材良率<span class="highlight"><60%</span></td>
|
||
<td class="py-3 px-4">技术产业化不及预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-300">王子新材</td>
|
||
<td class="py-3 px-4">薄膜电容市占率<span class="highlight">70%</span>（军工）</td>
|
||
<td class="py-3 px-4">中电华瑞2024H1订单<span class="highlight">同比+200%</span></td>
|
||
<td class="py-3 px-4">新能源业务拖累现金流</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-slate-300">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">风险类型</th>
|
||
<th class="text-left py-3 px-4">具体表现</th>
|
||
<th class="text-left py-3 px-4">数据支撑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4">技术风险</td>
|
||
<td class="py-3 px-4">超导磁体失超（2024年联创试验中<span class="highlight">3次失超</span>）</td>
|
||
<td class="py-3 px-4">路演纪要</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4">商业化风险</td>
|
||
<td class="py-3 px-4">电磁弹射火箭需<span class="highlight">>10MW级电源</span>，电网配套投资<span class="highlight">>50亿元</span></td>
|
||
<td class="py-3 px-4">德邦通信测算</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4">政策风险</td>
|
||
<td class="py-3 px-4">美国ITAR管制可能限制<span class="highlight">超导带材出口</span>（联创30%原料进口）</td>
|
||
<td class="py-3 px-4">公司公告</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4">信息矛盾</td>
|
||
<td class="py-3 px-4">天风军工预测"百亿市场" vs 湘电股份实际收入<span class="highlight">5.1亿</span></td>
|
||
<td class="py-3 px-4">年报数据</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-300">综合结论与投资启示</h2>
|
||
<div class="bg-slate-800/50 p-4 rounded-lg mb-4">
|
||
<p class="text-slate-300 mb-3">
|
||
<strong>阶段判断</strong>：电磁发射处于<span class="highlight">主题炒作向基本面过渡</span>阶段，军用订单已落地（湘电股份），商用需跟踪2028年首飞。
|
||
</p>
|
||
<p class="text-slate-300">
|
||
<strong>投资方向</strong>：
|
||
</p>
|
||
<ul class="mt-2 space-y-2 text-slate-300 ml-4">
|
||
<li>1. <strong>军用确定性</strong>：<span class="highlight">王子新材</span>（薄膜电容+半导体双龙头，军工订单2025年放量）</li>
|
||
<li>2. <strong>商用弹性</strong>：<span class="highlight">联创光电</span>（超导磁体唯一标的，2028年火箭发射成败决定估值）</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="bg-slate-800/50 p-4 rounded-lg">
|
||
<p class="text-slate-300 mb-3">
|
||
<strong>跟踪指标</strong>：
|
||
</p>
|
||
<ul class="mt-2 space-y-2 text-slate-300 ml-4">
|
||
<li><strong>湘电股份</strong>：2025年电磁弹射订单<span class="highlight">>8亿元</span>（验证军用批产）</li>
|
||
<li><strong>联创光电</strong>：超导带材良率<span class="highlight">提升至80%</span>（商用成本关键）</li>
|
||
<li><strong>政策</strong>：商业航天电磁发射技术标准<span class="highlight">2025年Q2发布</span>（商用化节点）</li>
|
||
</ul>
|
||
<p class="text-slate-300 mt-3 text-amber-400">
|
||
<strong>风险提示</strong>：若2025年福建舰电磁弹射数据不及预期（如故障率>5%），板块可能面临戴维斯双杀。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card bg-gradient-to-br from-blue-900/50 to-slate-900/50 backdrop-blur-sm border border-slate-700 rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-300">关联股票数据</h2>
|
||
|
||
<!-- 电磁发射设备股票 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">电磁发射设备(250525)</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-slate-300">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">西部超导</td>
|
||
<td class="py-3 px-4">特种材料</td>
|
||
<td class="py-3 px-4">高温超导带材</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">公司是全球唯一实现超导材料全流程自主生产企业，其二代高温超导带材可同时满足核聚变和新型船舶电力系统的特殊需求</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">王子新材</td>
|
||
<td class="py-3 px-4">脉冲能量储存电容</td>
|
||
<td class="py-3 px-4">深井薄膜电容</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">旗下新容电器深耕薄膜电容领域，应用于电磁发射中的脉冲能量变换、控制及监测、脉冲能量储存系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">胜业电气</td>
|
||
<td class="py-3 px-4">脉冲能量储存电容</td>
|
||
<td class="py-3 px-4">高储能密度纳米复合介质材料及脉冲储能器件研制</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">公司牵头联合五家单位申报国家项目，涉及脉冲储能技术</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">法拉电子</td>
|
||
<td class="py-3 px-4">其他</td>
|
||
<td class="py-3 px-4">江海股份</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">未明确具体项目，归类为其他</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">王子新材</td>
|
||
<td class="py-3 px-4">特种大功率半导体元器件</td>
|
||
<td class="py-3 px-4">大功率半导体器件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">旗下中电华瑞产品是脉冲能量变换系统的核心部件，对电能的整形、调制作用关键</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">振华科技</td>
|
||
<td class="py-3 px-4">特种大功率半导体元器件</td>
|
||
<td class="py-3 px-4">半导体功率器件及碳化硅产品</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">国内军用电子元器件龙头，产品应用于特种领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">王子新材</td>
|
||
<td class="py-3 px-4">电子信息</td>
|
||
<td class="py-3 px-4">华瑞船舰电子信息系统</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">旗下中电华瑞船舰电子信息系统是控制和检测的关键系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">海兰信</td>
|
||
<td class="py-3 px-4">电子信息</td>
|
||
<td class="py-3 px-4">船舶设备状态监控与远程诊断</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">通过海兰云实现船舶设备状态监控、远程诊断、趋势分析等功能</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">湘电股份</td>
|
||
<td class="py-3 px-4">研磨电磁发射系统</td>
|
||
<td class="py-3 px-4">船舶综合电力推进系统和特种发射技术</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">公司拥有船舶综合电力推进系统和特种发射两大核心技术，特种发射技术指舰载电磁弹射和阻拦系统</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中国船舶</td>
|
||
<td class="py-3 px-4">军事</td>
|
||
<td class="py-3 px-4">航母及驱逐舰建造</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">电磁弹射技术完成3000次测试，主力舰船建造企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中国重工</td>
|
||
<td class="py-3 px-4">军事</td>
|
||
<td class="py-3 px-4">电磁弹射技术应用于邮轮电力系统</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">与中国船舶合并后推动电磁弹射技术在邮轮电力系统应用</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中船防务</td>
|
||
<td class="py-3 px-4">军事</td>
|
||
<td class="py-3 px-4">华南地区核心军船平台</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">电磁弹射技术突破提升订单竞争力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-300">星河动力航天</td>
|
||
<td class="py-3 px-4">航空航天</td>
|
||
<td class="py-3 px-4">电磁弹射火箭发射</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">目标2028年实现全球首次电磁弹射火箭发射</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 航母福建舰股票 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">航母福建舰240430</h3>
|
||
<div class="table-container">
|
||
<table class="w-full text-slate-300">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">行业</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">产业链</th>
|
||
<th class="text-left py-3 px-4">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">贵绳股份</td>
|
||
<td class="py-3 px-4">钢铁/材料</td>
|
||
<td class="py-3 px-4">辽宁舰</td>
|
||
<td class="py-3 px-4">钢丝绳供应</td>
|
||
<td class="py-3 px-4">公司特种用途钢丝绳成功用于辽宁舰等重大海洋装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">王子新材</td>
|
||
<td class="py-3 px-4">新材料/军工</td>
|
||
<td class="py-3 px-4">航母电磁弹射和阻拦系统</td>
|
||
<td class="py-3 px-4">军工设备供应</td>
|
||
<td class="py-3 px-4">参与航母电磁弹射和阻拦系统及电磁武器研发</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">国瑞科技</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">船舶配电系统</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">产品覆盖军用船舶，客户为南北船两大军工集团</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">华强科技</td>
|
||
<td class="py-3 px-4">军工科技</td>
|
||
<td class="py-3 px-4">舰船核生化防护系统</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">防护系统用于国产航母</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">宝塔实业</td>
|
||
<td class="py-3 px-4">机械制造</td>
|
||
<td class="py-3 px-4">军用轴承</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">军用轴承供应商，客户为军工集团</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">光电股份</td>
|
||
<td class="py-3 px-4">军工科技</td>
|
||
<td class="py-3 px-4">精确制导武器系统</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">具备精确制导武器系统集成能力</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">南山控股</td>
|
||
<td class="py-3 px-4">建材</td>
|
||
<td class="py-3 px-4">船舶配套</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">华南建材在船舶配套行业市场份额近20%</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">巨力索具</td>
|
||
<td class="py-3 px-4">索具制造</td>
|
||
<td class="py-3 px-4">航母阻拦索</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">民企集团提供航母阻拦索</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">泰豪科技</td>
|
||
<td class="py-3 px-4">电气设备</td>
|
||
<td class="py-3 px-4">航母空调系统</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">空调系统已用于国产航母</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">四创电子</td>
|
||
<td class="py-3 px-4">电子科技</td>
|
||
<td class="py-3 px-4">气象雷达</td>
|
||
<td class="py-3 px-4">军工电子</td>
|
||
<td class="py-3 px-4">拥有雷达行业唯一908工程集成电路设计中心</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中船应急</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">国产航母</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">中国船舶重工集团设计建造首艘国产航母</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">银邦股份</td>
|
||
<td class="py-3 px-4">材料</td>
|
||
<td class="py-3 px-4">战略合作</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">与中国船舶重工集团合作海洋装备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">金信诺</td>
|
||
<td class="py-3 px-4">通信设备</td>
|
||
<td class="py-3 px-4">水下防御系统</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">水下防御系统涵盖声呐预警等设备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">航发科技</td>
|
||
<td class="py-3 px-4">航空制造</td>
|
||
<td class="py-3 px-4">航空发动机</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">主营航空发动机零部件，目标世界级供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中国海防</td>
|
||
<td class="py-3 px-4">通信</td>
|
||
<td class="py-3 px-4">水声信息传输</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">水声信息传输装备覆盖军民用水声领域</td>
|
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</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">海兰信</td>
|
||
<td class="py-3 px-4">海洋科技</td>
|
||
<td class="py-3 px-4">国产航母</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">产品应用于辽宁舰及国产航母</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">昊华科技</td>
|
||
<td class="py-3 px-4">化工</td>
|
||
<td class="py-3 px-4">长征火箭</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">长征火箭、导弹推进剂等核心供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">亚星锚链</td>
|
||
<td class="py-3 px-4">机械制造</td>
|
||
<td class="py-3 px-4">船用锚链</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">全球最大船用锚链生产企业</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">振芯科技</td>
|
||
<td class="py-3 px-4">电子科技</td>
|
||
<td class="py-3 px-4">北斗终端</td>
|
||
<td class="py-3 px-4">军工电子</td>
|
||
<td class="py-3 px-4">北斗终端最大供应商，国家重点支持</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">宝钛股份</td>
|
||
<td class="py-3 px-4">金属加工</td>
|
||
<td class="py-3 px-4">军工钛材</td>
|
||
<td class="py-3 px-4">军工材料</td>
|
||
<td class="py-3 px-4">军工钛材供应垄断地位</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中国一重</td>
|
||
<td class="py-3 px-4">重型机械</td>
|
||
<td class="py-3 px-4">国产航母</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">国产航母制造中发挥装备制造优势</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">中船科技</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">船舶制造</td>
|
||
<td class="py-3 px-4">中船集团子公司，覆盖海军主战舰艇装备</td>
|
||
</tr>
|
||
<tr class="border-b border-slate-700/50">
|
||
<td class="py-3 px-4 font-semibold text-blue-300">北方导航</td>
|
||
<td class="py-3 px-4">导航设备</td>
|
||
<td class="py-3 px-4">精确制导</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">精确制导技术应用于航母武器装备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-300">湘电股份</td>
|
||
<td class="py-3 px-4">电机制造</td>
|
||
<td class="py-3 px-4">电磁弹射</td>
|
||
<td class="py-3 px-4">军工设备</td>
|
||
<td class="py-3 px-4">电磁弹射技术应用于航母</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
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</div>
|
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</div>
|
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``` |