1022 lines
54 KiB
HTML
1022 lines
54 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>航天产业新生态 - 概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet">
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: #0f172a;
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color: #e2e8f0;
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overflow-x: hidden;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #1e293b 0%, #0f172a 100%);
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.card-glow {
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box-shadow: 0 0 30px rgba(59, 130, 246, 0.15);
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border: 1px solid rgba(59, 130, 246, 0.2);
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}
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.timeline-dot {
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width: 12px;
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background: #3b82f6;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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background: rgba(59, 130, 246, 0.3);
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.highlight-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.table-container {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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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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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.badge-gradient {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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}
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</style>
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</head>
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<body class="gradient-bg min-h-screen">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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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 mb-4 highlight-text">航天产业新生态</h1>
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<p class="text-xl text-gray-400 max-w-3xl mx-auto">从政策鼓励到规模化落地的万亿级市场机遇</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-blue-400"></i>
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概念事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-4">
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<span class="badge badge-gradient text-white">2024年8月</span>
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<h3 class="text-lg font-semibold mt-2">长征六甲火箭解体事件</h3>
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<p class="text-gray-400">引发太空碎片清理赛道关注（碎片监测/清理技术0→1）</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-4">
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<span class="badge badge-gradient text-white">2024年10月</span>
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<h3 class="text-lg font-semibold mt-2">广东省发布《商业航天高质量发展行动方案》</h3>
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<p class="text-gray-400">目标2026年产业规模3000亿元</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="mb-4">
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<span class="badge badge-gradient text-white">2025年3月</span>
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<h3 class="text-lg font-semibold mt-2">政府工作报告首次将"商业航天"列为现代化产业体系核心</h3>
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<p class="text-gray-400">2025年发射目标100次（2024年实际68次）</p>
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</div>
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</div>
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<div class="relative pl-8">
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<div class="timeline-dot"></div>
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<div class="mb-4">
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<span class="badge badge-gradient text-white">2025年4月</span>
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<h3 class="text-lg font-semibold mt-2">上交所召开商业航天座谈会</h3>
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<p class="text-gray-400">支持10家火箭/卫星企业上市融资；银河证券研报提出"航天+"生态催生万亿级手机直连、自动驾驶定位市场</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="grid md:grid-cols-3 gap-6 mb-8">
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm">
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<div class="card-body p-6">
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<div class="text-blue-400 mb-4">
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<i class="fas fa-chart-line text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">阶段判断</h3>
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<p class="text-gray-400">商业航天正从"主题炒作"转向基本面驱动——2025年GW/G60星座密集发射（1000+颗卫星）、海南文昌超级工厂投产（年产1000颗卫星），产业链订单开始兑现。</p>
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</div>
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</div>
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm">
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<div class="card-body p-6">
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<div class="text-purple-400 mb-4">
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<i class="fas fa-cogs text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">核心驱动力</h3>
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<p class="text-gray-400">政策强制（GW星座国家安全需求）+技术成熟（可复用火箭降本50%）+场景爆发（华为Mate70直连卫星）三重共振。</p>
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</div>
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</div>
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm">
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<div class="card-body p-6">
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<div class="text-green-400 mb-4">
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<i class="fas fa-rocket text-3xl"></i>
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</div>
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<h3 class="text-xl font-bold mb-3">未来潜力</h3>
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<p class="text-gray-400">2025-2030年卫星互联网市场规模CAGR 30%+，但需警惕技术路线（激光通信 vs 微波）和产能爬坡风险。</p>
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</div>
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</div>
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</div>
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<!-- 核心驱动力详解 -->
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-bolt mr-3 text-yellow-400"></i>
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核心驱动力详解
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-blue-400">政策强制</h3>
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<ul class="space-y-2 text-gray-400">
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<li>• GW星座（1.3万颗）纳入"新基建"</li>
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<li>• 2025年需完成一期648颗发射</li>
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<li>• 国家大基金首期1000亿元直接输血</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-purple-400">技术拐点</h3>
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<ul class="space-y-2 text-gray-400">
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<li>• 火箭：蓝箭朱雀三号实现一子级复用20次</li>
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<li>• 发射成本降至2万元/公斤</li>
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<li>• 卫星制造成本下降35%</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-green-400">场景爆发</h3>
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<ul class="space-y-2 text-gray-400">
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<li>• 华为Mate70支持低轨卫星宽带直连</li>
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<li>• 2025年用户渗透率或超10%</li>
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<li>• 自动驾驶高精定位需求激增</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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<!-- 市场认知偏差 -->
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-exclamation-triangle mr-3 text-orange-400"></i>
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市场认知偏差
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</h2>
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<div class="space-y-4">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-semibold text-blue-400 mb-2">预期差1</h3>
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<p class="text-gray-400">市场认为卫星互联网是"PPT项目"，但2025年实际发射量将达500颗（G60+GW），远超2024年54颗。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-semibold text-purple-400 mb-2">预期差2</h3>
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<p class="text-gray-400">民营火箭被低估——星河动力2024年发射12次（成功率92%），已接近SpaceX早期水平。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h3 class="font-semibold text-green-400 mb-2">预期差3</h3>
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<p class="text-gray-400">太空碎片清理赛道被忽视，日本Astroscale市值40亿RMB（大摩看翻倍），中国"遨龙一号"技术储备领先但尚未商业化。</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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|
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<!-- 关键催化剂 -->
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-calendar-alt mr-3 text-red-400"></i>
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关键催化剂
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-400">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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<span class="badge badge-gradient text-white mr-3">2025年6月</span>
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<p class="text-gray-400">海南文昌超级工厂投产（年产1000颗卫星），验证低成本量产能力</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-gradient text-white mr-3">2025年Q3</span>
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<p class="text-gray-400">GW星座首批卫星发射（一箭26星），标志组网正式启动</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-gradient text-white mr-3">2025年Q4</span>
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<p class="text-gray-400">华为Mate70发布，手机直连卫星功能实测（下载速率>10Mbps）</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-lg font-semibold mb-4 text-purple-400">长期路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge badge-gradient text-white mr-3">2025-2027年</span>
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<p class="text-gray-400">星座组网期（GW+G60发射3000颗），产业链订单集中兑现</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-gradient text-white mr-3">2028-2030年</span>
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<p class="text-gray-400">应用爆发期（手机直连用户破亿、自动驾驶高精定位渗透率50%）</p>
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</div>
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<div class="flex items-start">
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<span class="badge badge-gradient text-white mr-3">2030年后</span>
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<p class="text-gray-400">太空经济延伸（太空旅游、轨道制造、碎片清理千亿市场）</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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<!-- 产业链与核心公司 -->
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<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
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<div class="card-body p-6">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-indigo-400"></i>
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产业链与核心公司
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3">产业链图谱</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-400 mb-2">上游</h4>
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<p class="text-gray-400">火箭（蓝箭航天、天兵科技）+ 卫星制造（中国卫星、银河航天）</p>
|
||
</div>
|
||
<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-purple-400 mb-2">中游</h4>
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<p class="text-gray-400">卫星载荷（上海瀚讯-G60地面设备100%份额）+ 测控（航天宏图-军方数据订单10亿）</p>
|
||
</div>
|
||
<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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||
<h4 class="font-semibold text-green-400 mb-2">下游</h4>
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<p class="text-gray-400">手机直连（华力创通-Mate60基带芯片30%份额）+ 时空大数据（海格通信-北斗终端龙头）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-lg font-semibold mb-3">核心玩家对比</h3>
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||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
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<thead>
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<tr class="border-b border-gray-700">
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<th class="text-left py-3 px-4">公司</th>
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<th class="text-left py-3 px-4">业务逻辑</th>
|
||
<th class="text-left py-3 px-4">验证数据</th>
|
||
<th class="text-left py-3 px-4">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold text-blue-400">中国卫星</td>
|
||
<td class="py-3 px-4">卫星总装国家队</td>
|
||
<td class="py-3 px-4">GW星座主承包商，2025年订单200亿</td>
|
||
<td class="py-3 px-4">毛利率受军方审价压制</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold text-purple-400">上海瀚讯</td>
|
||
<td class="py-3 px-4">G60地面设备垄断</td>
|
||
<td class="py-3 px-4">2024年中标4.9亿军方测控订单</td>
|
||
<td class="py-3 px-4">依赖单一星座，技术迭代风险</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold text-green-400">航天宏图</td>
|
||
<td class="py-3 px-4">SAR卫星数据服务商</td>
|
||
<td class="py-3 px-4">2025年目标10亿数据订单（海外+军方）</td>
|
||
<td class="py-3 px-4">卫星发射延迟导致收入确认滞后</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">华力创通</td>
|
||
<td class="py-3 px-4">手机直连芯片供应商</td>
|
||
<td class="py-3 px-4">Mate60基带芯片50元/台（3000万部）</td>
|
||
<td class="py-3 px-4">华为订单波动风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
|
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<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-chart-bar mr-3 text-cyan-400"></i>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<!-- 卫星互联网(240521) -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-400">卫星互联网(240521)</h3>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-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">分类</th>
|
||
<th class="text-left py-3 px-4">项目</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">上海瀚讯</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">信科移动</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">盛科科技</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">天银机电</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中瓷电子</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷/卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司同时涉及卫星载荷和卫星平台领域，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">盛路通信</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">雷电微力</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">亚光科技</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天环宇</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天电子</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国瓷材料</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">陕西华达</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">富士达</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星载荷</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星载荷领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天智装</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国光电气</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">久之洋</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">智明达</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天微电子</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">佳缘科技</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星平台领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">坤恒顺维</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星测试</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星测试领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">思科瑞</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星测试</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星测试领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">西测测试</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星测试</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星测试领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">苏试试验</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星测试</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星测试领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">霍莱沃</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星测试</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星测试领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中国卫星</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星总装</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星总装领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">上海沪工</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">卫星总装</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于卫星总装领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">九丰能源</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于火箭发射领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">斯瑞新材</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于火箭发射领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">高华科技</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于火箭发射领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">豪能股份</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">火箭发射</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于火箭发射领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">雷科防务</td>
|
||
<td class="py-3 px-4">地面设备</td>
|
||
<td class="py-3 px-4">地面设备</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面设备领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">震有科技</td>
|
||
<td class="py-3 px-4">地面设备</td>
|
||
<td class="py-3 px-4">地面设备</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面设备领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">海格通信</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">华力创通</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">电科芯片</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">盟升电子</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">金信诺</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">海能达</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">星网宇达</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">移远通信</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">信维通信</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">地面终端</td>
|
||
<td class="py-3 px-4">低轨宽带卫星互联网海外应用</td>
|
||
<td class="py-3 px-4 text-sm">公司属于地面终端领域企业，参与我国低轨宽带卫星互联网首次海外应用实践（泰国）项目</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 商业航天(250605) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">商业航天(250605)</h3>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="border-b border-gray-700">
|
||
<th class="text-left py-3 px-4">股票名称</th>
|
||
<th class="text-left py-3 px-4">分类</th>
|
||
<th class="text-left py-3 px-4">细分</th>
|
||
<th class="text-left py-3 px-4">相关性</th>
|
||
<th class="text-left py-3 px-4">来源</th>
|
||
<th class="text-left py-3 px-4">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中国卫星</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">燃料及推进剂</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">配套航天运载火箭燃料及推进剂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">九丰能源</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">燃料及推进剂</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">配套航天运载火箭燃料及推进剂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天科技</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">燃料及推进剂</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">配套航天运载火箭燃料及推进剂</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">富临精工</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">发动机</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">子公司航天动力为火箭发动机配套</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天动力</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">发动机</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">子公司航天动力为火箭发动机配套</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">豪能股份</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">发动机</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">子公司航天动力为火箭发动机配套</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">斯奈特</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">超导热管</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机超导热管供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">国机精工</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">零配件</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机涡轮泵轴承供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">龙溪股份</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">零配件</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机涡轮泵轴承供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">派克新材</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">零配件</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机涡轮泵轴承供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天长峰</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">控制系统</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机控制系统供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天科技</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">控制系统</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机控制系统供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天动力</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">控制系统</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机控制系统供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天晨光</td>
|
||
<td class="py-3 px-4">火箭</td>
|
||
<td class="py-3 px-4">控制系统</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">火箭发动机控制系统供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天宏图</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星平台及载荷供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中国卫星</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星平台及载荷供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天科技</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星平台及载荷供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天长峰</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星平台</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星平台及载荷供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天宏图</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星制造及应用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">中国卫星</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星制造及应用</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4 font-semibold">航天科技</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星制造及应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold">航天长峰</td>
|
||
<td class="py-3 px-4">卫星</td>
|
||
<td class="py-3 px-4">卫星制造</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4">互动</td>
|
||
<td class="py-3 px-4 text-sm">卫星制造及应用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card card-glow bg-gray-800 bg-opacity-50 backdrop-blur-sm mb-8">
|
||
<div class="card-body p-6">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<i class="fas fa-shield-alt mr-3 text-red-400"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-red-400">技术风险</h3>
|
||
<ul class="space-y-2 text-gray-400">
|
||
<li>• 激光星间通信尚未成熟（微波方案为主），可能限制星座容量</li>
|
||
<li>• 可回收火箭2025年首飞失败将延迟组网进度</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-orange-400">商业化风险</h3>
|
||
<ul class="space-y-2 text-gray-400">
|
||
<li>• 卫星制造成本下降不及预期（当前5000万/颗，目标2500万）</li>
|
||
<li>• 手机直连卫星资费过高（199元/天），用户渗透可能低于预期</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-yellow-400">政策风险</h3>
|
||
<ul class="space-y-2 text-gray-400">
|
||
<li>• 国际电联（ITU）频谱协调可能延迟（中美轨道资源冲突）</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-purple-400">信息矛盾</h3>
|
||
<ul class="space-y-2 text-gray-400">
|
||
<li>• 研报预测2025年发射500颗，但火箭产能仅支持300颗（需验证文昌工厂爬坡速度）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card card-glow bg-gradient-to-r from-blue-900 to-purple-900 bg-opacity-50 backdrop-blur-sm">
|
||
<div class="card-body p-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center text-white">
|
||
<i class="fas fa-lightbulb mr-3 text-yellow-300"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">阶段判断</h3>
|
||
<p class="text-gray-300">商业航天处于"政策落地→订单兑现"过渡期，2025年Q2-Q3是验证关键期。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-purple-300">高价值细分</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-300 mb-2">卫星载荷</h4>
|
||
<p class="text-sm text-gray-300">上海瀚讯：地面设备100%份额，订单弹性最大</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-purple-300 mb-2">火箭配套</h4>
|
||
<p class="text-sm text-gray-300">斯瑞新材：液体发动机推力室材料5.1亿扩产，绑定蓝箭/天兵科技</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-green-300 mb-2">太空碎片清理</h4>
|
||
<p class="text-sm text-gray-300">奥普光电：机械臂技术唯一上市公司标的，Astroscale对标</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-green-300">跟踪指标</h3>
|
||
<div class="space-y-2 text-gray-300">
|
||
<p>• <span class="text-blue-300">2025年6月</span>：海南文昌工厂卫星月产量是否达80颗（产能验证）</p>
|
||
<p>• <span class="text-purple-300">2025年Q3</span>：GW星座发射成功率（技术验证）</p>
|
||
<p>• <span class="text-green-300">2025年Q4</span>：华为Mate70卫星直连用户ARPU值（商业化验证）</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="bg-gradient-to-r from-yellow-600 to-orange-600 p-6 rounded-lg">
|
||
<p class="text-lg font-bold text-white text-center">
|
||
商业航天已从"讲故事"进入"数订单"阶段，2025年看产能兑现，2026年看应用爆发，重点关注卫星载荷+火箭配套+碎片清理三大赛道。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
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<script>
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tsParticles.load("particles-js", {
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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``` |