540 lines
39 KiB
HTML
540 lines
39 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>电磁弹射概念股 - 深度研究报告</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;700&family=Roboto+Mono:wght@400;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #000000;
|
||
overflow-x: hidden;
|
||
color: #E0E0E0;
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 25, 0.4);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(10, 10, 25, 0.6);
|
||
border: 1px solid rgba(255, 255, 255, 0.2);
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 30px rgba(0, 255, 255, 0.1);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.grid-item {
|
||
border-radius: 1.5rem;
|
||
padding: 1.5rem;
|
||
position: relative;
|
||
overflow: hidden;
|
||
}
|
||
|
||
.col-span-12 { grid-column: span 12; }
|
||
.col-span-8 { grid-column: span 8; }
|
||
.col-span-6 { grid-column: span 6; }
|
||
.col-span-4 { grid-column: span 4; }
|
||
.col-span-3 { grid-column: span 3; }
|
||
|
||
@media (max-width: 1024px) {
|
||
.col-span-8, .col-span-6, .col-span-4, .col-span-3 { grid-column: span 12; }
|
||
}
|
||
|
||
.turrell-light {
|
||
position: fixed;
|
||
border-radius: 50%;
|
||
filter: blur(150px);
|
||
opacity: 0.15;
|
||
pointer-events: none;
|
||
}
|
||
|
||
.light-1 {
|
||
width: 800px;
|
||
height: 800px;
|
||
background: #00A3FF;
|
||
top: -20%;
|
||
left: -20%;
|
||
}
|
||
|
||
.light-2 {
|
||
width: 600px;
|
||
height: 600px;
|
||
background: #7E22CE;
|
||
bottom: -25%;
|
||
right: -15%;
|
||
}
|
||
|
||
.light-3 {
|
||
width: 500px;
|
||
height: 500px;
|
||
background: #34D399;
|
||
top: 20%;
|
||
right: 5%;
|
||
opacity: 0.1;
|
||
}
|
||
|
||
h1, h2, h3 {
|
||
font-family: 'Roboto Mono', monospace;
|
||
text-shadow: 0 0 10px rgba(0, 255, 255, 0.5);
|
||
}
|
||
|
||
.table thead th {
|
||
background-color: rgba(0, 255, 255, 0.05);
|
||
font-family: 'Roboto Mono', monospace;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
|
||
<div class="turrell-light light-1"></div>
|
||
<div class="turrell-light light-2"></div>
|
||
<div class="turrell-light light-3"></div>
|
||
|
||
<div class="relative z-10 container mx-auto p-4 md:p-8">
|
||
|
||
<header class="text-center mb-12">
|
||
<h1 class="text-4xl md:text-6xl font-bold text-cyan-300 tracking-widest">电磁弹射概念股</h1>
|
||
<p class="text-xl md:text-2xl mt-4 text-gray-300">深度研究报告</p>
|
||
<p class="text-xs mt-4 text-gray-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
|
||
</header>
|
||
|
||
<main class="space-y-8">
|
||
<!-- Insight Section -->
|
||
<section id="insight-analysis">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-200 border-l-4 border-cyan-400 pl-4">概念洞察 (Insight)</h2>
|
||
<div class="bento-grid">
|
||
|
||
<div class="grid-item glass-card col-span-12 lg:col-span-8">
|
||
<h3 class="text-xl font-bold text-emerald-300 mb-4">核心观点摘要</h3>
|
||
<p class="text-gray-300">电磁弹射概念已从技术验证阶段迈入装备列装与应用拓展的<span class="text-emerald-400 font-semibold">业绩兑现初期</span>。其核心驱动力源于国家军事战略需求下的<span class="text-cyan-400">技术代差跨越</span>与<span class="text-cyan-400">装备批产放量</span>，未来潜力则在于该颠覆性技术向<span class="text-fuchsia-400">商业航天</span>和<span class="text-fuchsia-400">新质作战力量</span>的广阔溢出效应。这是一个技术壁垒极高、产业链相对封闭、龙头地位稳固的典型“高精尖”赛道。</p>
|
||
</div>
|
||
|
||
<div class="grid-item glass-card col-span-12 lg:col-span-4">
|
||
<h3 class="text-xl font-bold text-amber-300 mb-4">概念事件驱动轴</h3>
|
||
<ul class="timeline timeline-compact timeline-vertical">
|
||
<li>
|
||
<div class="timeline-start timeline-box text-xs">2025-08-23</div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box text-xs">技术奠基: 国家宣布技术突破</div>
|
||
<hr class="bg-amber-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-amber-400"/>
|
||
<div class="timeline-start timeline-box text-xs">2025-09-22</div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box text-xs">核心催化: 福建舰完成弹射训练</div>
|
||
<hr class="bg-amber-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-amber-400"/>
|
||
<div class="timeline-start timeline-box text-xs">2025-11-07</div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box text-xs">正式列装: 福建舰正式服役</div>
|
||
<hr class="bg-amber-400"/>
|
||
</li>
|
||
<li>
|
||
<hr class="bg-amber-400"/>
|
||
<div class="timeline-start timeline-box text-xs">未来展望</div>
|
||
<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-amber-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
|
||
<div class="timeline-end timeline-box text-xs">技术拓展: 076两栖舰/004航母/商业航天</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="grid-item glass-card col-span-12">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">概念核心逻辑与市场认知分析</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
|
||
<div class="p-4 bg-gray-900/50 rounded-xl border border-gray-700">
|
||
<h4 class="font-bold text-cyan-400 mb-2">1. 核心驱动力</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-white">军事需求牵引的技术跨越:</strong> 我国海军战略转型下的装备现代化需求是根本驱动。福建舰采用“中压直流”方案，可靠性(故障周期≥1300次)远超美军“福特”号(约200次)，实现“弯道超车”。</li>
|
||
<li><strong class="text-white">装备批产带来的确定性增量:</strong> 福建舰、076型、004型规划，使产业链从“0到1”进入“1到N”的批产上行通道，是确定性极高的增量市场。</li>
|
||
<li><strong class="text-white">技术外溢打开第二增长曲线:</strong> 应用拓展至商业航天发射(成本降2/3)、电磁炮、民用安防等，打开远期巨大想象空间。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 bg-gray-900/50 rounded-xl border border-gray-700">
|
||
<h4 class="font-bold text-cyan-400 mb-2">2. 市场热度与情绪</h4>
|
||
<p class="text-gray-300">当前市场关注度极高，情绪整体<strong class="text-red-400">高度乐观</strong>。官媒背书、券商力推、研报覆盖共同营造了强烈的看多氛围。市场普遍认为电磁弹射是我国少数实现全球“领跑”的尖端军事技术，具备稀缺性和战略价值。</p>
|
||
</div>
|
||
<div class="p-4 bg-gray-900/50 rounded-xl border border-gray-700">
|
||
<h4 class="font-bold text-cyan-400 mb-2">3. 预期差分析</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><strong class="text-white">认知差 (主题→基本面):</strong> 市场认知正从事件驱动向基本面驱动过渡，可能未充分Price-in后续舰船带来的持续订单价值。</li>
|
||
<li><strong class="text-white">规模差 (叙事 vs 订单):</strong> 商业航天的“万亿市场”预期与当前千万级订单存在巨大鸿沟，乐观情绪可能已提前透支。</li>
|
||
<li><strong class="text-white">范围差 (聚焦 vs 泛化):</strong> 市场对核心标的认知清晰，但对产业链认知泛化。预期差在于挖掘绑定“马伟明产业链”但未被充分定价的核心元器件供应商(如王子新材)。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid-item glass-card col-span-12 lg:col-span-6">
|
||
<h3 class="text-xl font-bold text-fuchsia-300 mb-4">产业链图谱与核心公司深度剖析</h3>
|
||
<div id="echarts-treemap" class="w-full h-96"></div>
|
||
<div class="mt-4 grid grid-cols-2 gap-4 text-xs">
|
||
<div>
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">领导者 (逻辑最纯粹)</h4>
|
||
<p><strong class="text-white">湘电股份 (600416):</strong> “国内独家”、“系统总包”，深度绑定核心产业链，逻辑最硬，确定性最高。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">挑战者 (高成长性)</h4>
|
||
<p><strong class="text-white">联创光电 (600363):</strong> 卡位商业航天新赛道，构建“建设+运营”模式，想象空间巨大但风险高。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">关键赋能者 (确定性高)</h4>
|
||
<p><strong class="text-white">王子新材 (002735):</strong> 切入脉冲能量变换与储存两大核心环节，是确定性较高的上游核心供应商。</p>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">生态受益者 (间接受益)</h4>
|
||
<p><strong class="text-white">中航沈飞 (600760):</strong> 弹射型舰载机主机厂，需求与弹射航母数量直接挂钩。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid-item glass-card col-span-12 lg:col-span-6">
|
||
<h3 class="text-xl font-bold text-yellow-300 mb-4">关键催化剂与未来发展路径</h3>
|
||
<div class="space-y-4">
|
||
<div>
|
||
<h4 class="font-bold text-yellow-400 mb-2">近期催化剂 (未来3-6个月)</h4>
|
||
<ul class="list-decimal list-inside text-sm text-gray-300 space-y-1">
|
||
<li>福建舰形成完全战斗力的官方宣告。</li>
|
||
<li>076型两栖攻击舰后续动态 (海试、舰载机测试)。</li>
|
||
<li>联创光电商业航天项目进展 (年底“星火一号”招标结果)。</li>
|
||
<li>核心公司发布与电磁发射系统相关的大额军工合同公告。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-bold text-yellow-400 mb-2">长期发展路径</h4>
|
||
<ul class="list-none space-y-2 text-sm">
|
||
<li class="flex items-start"><span class="bg-yellow-600 text-white rounded-full text-xs w-20 text-center py-1 mr-3 flex-shrink-0">第一阶段<br>(~2026)</span><span class="text-gray-300"><strong>军用基本盘确立期:</strong> 以福建舰、076型批产为核心，产业链订单稳健增长。</span></li>
|
||
<li class="flex items-start"><span class="bg-yellow-700 text-white rounded-full text-xs w-20 text-center py-1 mr-3 flex-shrink-0">第二阶段<br>(~2028)</span><span class="text-gray-300"><strong>新质力量拓展期:</strong> 004航母开工，电磁炮等应用落地，商业航天完成首发。</span></li>
|
||
<li class="flex items-start"><span class="bg-yellow-800 text-white rounded-full text-xs w-20 text-center py-1 mr-3 flex-shrink-0">第三阶段<br>(2028+)</span><span class="text-gray-300"><strong>商业化成熟期:</strong> 商业航天规模化运营，技术向更多民用领域扩散。</span></li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid-item glass-card col-span-12">
|
||
<h3 class="text-xl font-bold text-rose-400 mb-4">潜在风险与挑战</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
|
||
<div class="p-4 bg-rose-900/30 rounded-lg border border-rose-700">
|
||
<h4 class="font-semibold text-rose-300">技术风险</h4>
|
||
<p class="text-gray-400 mt-1">长期大规模部署后的稳定性仍需观察；商业航天技术难度和工程挑战可能被市场低估。</p>
|
||
</div>
|
||
<div class="p-4 bg-rose-900/30 rounded-lg border border-rose-700">
|
||
<h4 class="font-semibold text-rose-300">商业化风险</h4>
|
||
<p class="text-gray-400 mt-1">联创光电商业模式面临成本、安全、市场竞争挑战，“成本降低2/3”是理论值，能否跑通存不确定性。</p>
|
||
</div>
|
||
<div class="p-4 bg-rose-900/30 rounded-lg border border-rose-700">
|
||
<h4 class="font-semibold text-rose-300">政策与竞争风险</h4>
|
||
<p class="text-gray-400 mt-1">军品采购受预算和政策影响，存在批产进程不达预期的风险。核心供应商地位稳固，但配套环节有竞争。</p>
|
||
</div>
|
||
<div class="p-4 bg-rose-900/30 rounded-lg border border-rose-700">
|
||
<h4 class="font-semibold text-rose-300">信息交叉验证风险</h4>
|
||
<p class="text-gray-400 mt-1">未来预期(“万亿市场”)与当前现实(“千万订单”)存在矛盾。需警惕“故事”与“业绩”脱节的风险。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Supporting Data Section -->
|
||
<section id="supporting-data" x-data="{ open: '' }">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-200 border-l-4 border-cyan-400 pl-4">核心数据源</h2>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item glass-card border-none">
|
||
<input type="radio" name="my-accordion-4" @click="open = open === 'news' ? '' : 'news'" />
|
||
<div class="collapse-title text-xl font-medium text-emerald-300">新闻数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-gray-300 text-sm">
|
||
<li><strong>核心事件:</strong> 福建舰完成歼-15T、歼-35、空警-600三型舰载机电磁弹射起降训练，于2025年11月7日正式入列。</li>
|
||
<li><strong>技术拓展:</strong> 076两栖攻击舰首舰四川舰创新应用电磁弹射技术。</li>
|
||
<li><strong>商业航天应用:</strong> 资阳规划于2028年通过电磁弹射方式发射火箭，联创光电成立子公司布局。</li>
|
||
<li><strong>核心个股信息:</strong>
|
||
<ul class="list-circle pl-5 mt-1">
|
||
<li><strong>湘电股份:</strong> 国内独家，国产航母“心脏”，直接受益标的。</li>
|
||
<li><strong>联创光电:</strong> 布局商业航天电磁发射，提供高温超导磁体等核心装备，中标资阳项目1960万。</li>
|
||
<li><strong>博威合金:</strong> 被研报列为轨道铜合金供应商。</li>
|
||
<li><strong>杰创智能:</strong> 电磁弹射技术应用于手持式电磁网捕器，展示民用安防拓展。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item glass-card border-none">
|
||
<input type="radio" name="my-accordion-4" @click="open = open === 'roadshow' ? '' : 'roadshow'" />
|
||
<div class="collapse-title text-xl font-medium text-amber-300">路演纪要精选</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-gray-300 text-sm">
|
||
<li><strong>技术地位:</strong> 中国电磁发射技术完成工程化突破，进入放量节点，成全球唯一具备全谱系实战与商业化能力的国家。采用“中压直流+薄膜电容+超导磁体”路线，可靠性8倍于美军。</li>
|
||
<li><strong>装备进展:</strong>
|
||
<ul class="list-circle pl-5 mt-1">
|
||
<li><strong>福建舰:</strong> 2025年11月成舰，电磁弹射6000+次无故障。</li>
|
||
<li><strong>076两栖舰:</strong> 全球首型集成电磁弹射系统的两栖攻击舰，2026年后陆续开工。</li>
|
||
<li><strong>004核动力航母:</strong> 预计2026年开工，继续采用电磁弹射。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>产业链核心环节:</strong> 储能(薄膜电容)、脉冲功率变换(IGBT)、高温超导磁体、直线电机、系统总装，锁定“马伟明产业链”供应商。</li>
|
||
<li><strong>核心个股信息:</strong>
|
||
<ul class="list-circle pl-5 mt-1">
|
||
<li><strong>湘电股份:</strong> 电磁弹射+舰船电力系统总包，公告级受益公司。</li>
|
||
<li><strong>王子新材:</strong> 子公司提供脉冲功率+薄膜电容，公告级受益公司。</li>
|
||
<li><strong>联创光电:</strong> 提供高温超导磁体，布局电磁火箭，公告级受益公司。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item glass-card border-none">
|
||
<input type="radio" name="my-accordion-4" @click="open = open === 'report' ? '' : 'report'" />
|
||
<div class="collapse-title text-xl font-medium text-fuchsia-300">研报核心观点</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc pl-5 space-y-2 text-gray-300 text-sm">
|
||
<li><strong>事件确认:</strong> 多篇研报确认福建舰完成三型舰载机电磁弹射训练，为我国航母建设的里程碑事件。</li>
|
||
<li><strong>直接相关标的 (强烈推荐):</strong>
|
||
<ul class="list-circle pl-5 mt-1">
|
||
<li><strong>舰载机主机厂:</strong> 中航沈飞(600760), 中航西飞(000768)</li>
|
||
<li><strong>动力与总装:</strong> 中国动力(600482), 中国船舶(600150)</li>
|
||
<li><strong>配套系统:</strong> 中科海讯(300810)</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>潜在相关产业链:</strong>
|
||
<ul class="list-circle pl-5 mt-1">
|
||
<li><strong>上游材料:</strong> 高性能永磁材料 (金力永磁, 中科磁业) 是电磁弹射系统核心。</li>
|
||
<li><strong>航母制造:</strong> “中船系”直接覆盖航母及弹射系统相关标的。</li>
|
||
<li><strong>军机配套:</strong> 航发动力等发动机、无人机产业链公司间接受益。</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>风险提示:</strong> 收入确认不确定性、新型装备研发及批产进程不达预期、原材料价格波动等。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Supplement -->
|
||
<section id="rise-analysis">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-200 border-l-4 border-cyan-400 pl-4">相关个股涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Cards will be populated here -->
|
||
<template x-for="item in riseAnalysisData" :key="item.stock_code">
|
||
<div class="glass-card rounded-2xl p-6 flex flex-col h-full">
|
||
<div class="flex justify-between items-start mb-4">
|
||
<div>
|
||
<h3 class="text-lg font-bold text-white" x-text="item.stock + ' (' + item.stock_code + ')'"></h3>
|
||
<p class="text-xs text-gray-400" x-text="'交易日期: ' + item.trade_date"></p>
|
||
</div>
|
||
<div class="badge badge-success badge-lg font-bold" x-text="'+' + item.rise_rate + '%'"></div>
|
||
</div>
|
||
<div class="text-sm text-gray-300 overflow-y-auto max-h-60 pr-2" x-html="item.reason"></div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Table -->
|
||
<section id="stock-list">
|
||
<h2 class="text-3xl font-bold mb-6 text-cyan-200 border-l-4 border-cyan-400 pl-4">核心标的池</h2>
|
||
<div class="overflow-x-auto glass-card rounded-2xl p-4">
|
||
<table class="table table-sm">
|
||
<thead>
|
||
<tr class="text-cyan-200">
|
||
<th>股票名称</th>
|
||
<th>产业链位置</th>
|
||
<th>分类/技术路线</th>
|
||
<th class="w-1/3">核心逻辑</th>
|
||
<th>消息来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Table rows will be populated here -->
|
||
<template x-for="stock in stockData" :key="stock.stock_code + Math.random()">
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td>
|
||
<div class="font-bold text-white" x-text="stock.stock"></div>
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.stock_code" target="_blank" class="text-gray-400 text-xs hover:text-cyan-400" x-text="stock.stock_code"></a>
|
||
</td>
|
||
<td><span class="badge badge-outline badge-info" x-text="stock.其他标签.产业链位置"></span></td>
|
||
<td>
|
||
<div class="flex flex-col gap-1">
|
||
<span class="badge badge-ghost text-xs" x-text="stock.其他标签.分类"></span>
|
||
<span class="badge badge-ghost text-xs" x-show="stock.其他标签.技术路线" x-text="stock.其他标签.技术路线"></span>
|
||
</div>
|
||
</td>
|
||
<td class="text-xs text-gray-300" x-text="stock.reason"></td>
|
||
<td><span class="badge" :class="{ 'badge-warning': stock.其他标签.消息来源 === '网传纪要', 'badge-accent': stock.其他标签.消息来源 === '互动' }" x-text="stock.其他标签.消息来源"></span></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('alpine:init', () => {
|
||
Alpine.data('riseAnalysisData', () => ({
|
||
riseAnalysisData: [
|
||
{
|
||
"stock": "中航沈飞",
|
||
"stock_code": "600760",
|
||
"rise_rate": 10.0,
|
||
"trade_date": "2025-09-30",
|
||
"reason": "<strong>核心结论:</strong><br>9-30 涨停系“076 电磁弹射两栖攻击舰官方确认可搭载固定翼舰载机”政策信号触发，资金确认歼-35 进入放量期，公司作为唯一总装上市平台被抢筹。<br><br><strong>驱动概念:</strong><br>076电磁弹射+歼-35舰载机+军贸出口<br><br><strong>个股异动解析:</strong><br><strong>1. 消息面:</strong><br>国防部证实076采用电磁弹射且可搭载固定翼舰载机，直接打开弹射型歼-35增量空间。公司是歼-35 唯一总装单位，将配套 076 形成“舰机同步列装”。<br><strong>2. 基本面:</strong><br>中国唯一歼击机整机上市平台，2025H1 存货+合同负债同比增 38%，预示排产饱满。新建脉动线满产对应年产值 200+ 亿元，2026 年产能释放将直接转化为收入。"
|
||
},
|
||
{
|
||
"stock": "联创光电",
|
||
"stock_code": "600363",
|
||
"rise_rate": 6.16,
|
||
"trade_date": "2025-09-08",
|
||
"reason": "<strong>核心结论:</strong><br>商业航天战略加速落地（子公司成立）+电磁弹射技术突破（商业化验证）+短期订单与技术催化（年底招标、技术展示）+多赛道成长预期，共同推动股价上涨。<br><br><strong>战略落地:</strong><br>拟设立“资阳商业航天产业运营公司”，正式切入商业航天电磁发射领域，卡位万亿赛道。<br><br><strong>技术突破:</strong><br>电磁弹射技术已完成首阶段低速发射试验，规划2028年应用于火箭发射，相比传统火箭具备运载能力翻倍、成本更低、频次更高的优势。<br><br><strong>短期催化:</strong><br>2025年底“星火一号”招标，公司有望获得50亿以上订单，业绩兑现预期强化。"
|
||
},
|
||
{
|
||
"stock": "中光防雷",
|
||
"stock_code": "300414",
|
||
"rise_rate": 20.0,
|
||
"trade_date": "2025-06-30",
|
||
"reason": "<strong>核心结论:</strong><br>军工电磁防护赛道政策催化+公司订单预期落地+机构估值重估共振，实现三连板。<br><br><strong>驱动概念:</strong><br>军工电磁防护+低空无人机指挥系统+新型雷达配套<br><br><strong>个股异动解析:</strong><br>公司产品已批量配套新型雷达、通信对抗及低空无人机指挥系统。6月28日军工集团8.7亿元无人机雷电/EMP防护装置招标中，为唯一达标上市公司，订单预期强烈。"
|
||
},
|
||
{
|
||
"stock": "亿利达",
|
||
"stock_code": "002686",
|
||
"rise_rate": 5.26,
|
||
"trade_date": "2025-08-12",
|
||
"reason": "<strong>核心催化剂:</strong><br>军工黑科技概念曝光。持有青岛海洋新材料59%股份，其单组份聚脲具备雷达波吸收性能，对标光启技术。材料实锤应用于国产航母，被定位为“当前A股最小市值10cm航母概念”，叠加九三阅兵临近，事件驱动效应明显。"
|
||
},
|
||
{
|
||
"stock": "博菲电气",
|
||
"stock_code": "001255",
|
||
"rise_rate": 10.01,
|
||
"trade_date": "2025-07-02",
|
||
"reason": "<strong>核心结论:</strong><br>因“军工订单前置+海上风电12.6GW集中获批”双重催化，叠加小市值高弹性而涨停。<br><br><strong>驱动逻辑:</strong><br>公司耐高温绝缘材料用于军用电机、舰船推进系统，属军工上游“卡脖子”环节。建军节+三季度军品集中招标启动，订单预期增强。"
|
||
}
|
||
]
|
||
}));
|
||
|
||
Alpine.data('stockData', () => ({
|
||
stockData: [
|
||
{"stock": "湘电股份", "reason": "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。是电磁弹射系统总装和舰船电力系统总包的核心企业。", "其他标签": {"产业链位置": "中游", "分类": "成套电磁发射系统", "技术路线": "总装/总包", "消息来源": "路演/新闻"}, "stock_code": "600416"},
|
||
{"stock": "联创光电", "reason": "为商业航天电磁发射提供核心高温超导磁体，并构建“建设+运营收费”商业模式，卡位全新赛道。", "其他标签": {"产业链位置": "上游/下游", "分类": "原材料/技术应用", "技术路线": "高温超导", "消息来源": "新闻/路演"}, "stock_code": "600363"},
|
||
{"stock": "王子新材", "reason": "旗下中电华瑞(大功率半导体)和宁波新容(薄膜电容)分别应用于脉冲能量变换和储存两大核心环节。", "其他标签": {"产业链位置": "上游", "分类": "电气元件", "技术路线": "半导体/电容", "消息来源": "路演/互动"}, "stock_code": "002735"},
|
||
{"stock": "西部超导", "reason": "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满足新型舰船电力系统需求。", "其他标签": {"产业链位置": "上游", "分类": "原材料", "技术路线": "特种材料", "消息来源": "网传纪要"}, "stock_code": "688122"},
|
||
{"stock": "国睿科技", "reason": "子公司参与电磁弹射控制系统开发，供应军用IGBT模块。", "其他标签": {"产业链位置": "中游", "分类": "成套电磁发射系统", "技术路线": "控制系统/IGBT", "消息来源": "网传纪要"}, "stock_code": "600562"},
|
||
{"stock": "中国船舶", "reason": "航母及驱逐舰建造主力，福建舰由全资子公司江南造船建造。", "其他标签": {"产业链位置": "下游", "分类": "军事", "技术路线": "总装", "消息来源": "互动"}, "stock_code": "600150"},
|
||
{"stock": "江海股份", "reason": "超级电容器瞬间释放大功率，是电磁弹射系统储能装备的重要技术方向。", "其他标签": {"产业链位置": "上游", "分类": "电气元件", "技术路线": "脉冲能量储存电容", "消息来源": "互动"}, "stock_code": "002484"},
|
||
{"stock": "振华科技", "reason": "公司表示有电磁弹射的超级电容器产品和相应技术储备，已向市场推广。", "其他标签": {"产业链位置": "上游", "分类": "电气元件", "技术路线": "超级电容器", "消息来源": "互动"}, "stock_code": "000733"},
|
||
{"stock": "贵绳股份", "reason": "A股钢绳营收第一，为航母拦截索潜在核心供应商。", "其他标签": {"产业链位置": "下游", "分类": "拦截索", "技术路线": "特种索具", "消息来源": "半年报"}, "stock_code": "600992"},
|
||
{"stock": "巨力索具", "reason": "A股钢丝绳及索具营收第二，为航母拦截索潜在核心供应商。", "其他标签": {"产业链位置": "下游", "分类": "拦截索", "技术路线": "特种索具", "消息来源": "半年报"}, "stock_code": "002342"},
|
||
{"stock": "杰创智能", "reason": "电磁弹射技术应用于电磁网捕器，展示了该技术向民用安防领域拓展的可能性。", "其他标签": {"产业链位置": "下游", "分类": "技术应用", "技术路线": "民用安防", "消息来源": "互动"}, "stock_code": "301248"},
|
||
{"stock": "金马游乐", "reason": "自主研发掌握LSM电磁弹射技术，并应用于弹射过山车等大型游乐设施。", "其他标签": {"产业链位置": "下游", "分类": "技术应用", "技术路线": "民用游乐", "消息来源": "互动"}, "stock_code": "300756"}
|
||
]
|
||
}));
|
||
});
|
||
|
||
var chartDom = document.getElementById('echarts-treemap');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
formatter: function (info) {
|
||
var value = info.value;
|
||
var treePathInfo = info.treePathInfo;
|
||
var treePath = [];
|
||
|
||
for (var i = 1; i < treePathInfo.length; i++) {
|
||
treePath.push(treePathInfo[i].name);
|
||
}
|
||
|
||
return [
|
||
'<div class="tooltip-title">' + treePath.join('/') + '</div>',
|
||
'核心公司: ' + value
|
||
].join('');
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '产业链图谱',
|
||
type: 'treemap',
|
||
roam: false,
|
||
nodeClick: false,
|
||
breadcrumb: { show: false },
|
||
label: {
|
||
show: true,
|
||
formatter: '{b}',
|
||
color: '#fff',
|
||
fontFamily: 'Roboto Mono'
|
||
},
|
||
itemStyle: {
|
||
borderColor: '#000',
|
||
borderWidth: 2,
|
||
gapWidth: 2
|
||
},
|
||
levels: [
|
||
{
|
||
itemStyle: {
|
||
borderColor: '#333',
|
||
borderWidth: 4,
|
||
gapWidth: 4
|
||
}
|
||
},
|
||
{
|
||
color: ['#4f46e5', '#7e22ce', '#be185d', '#16a34a', '#ca8a04'],
|
||
colorMappingBy: 'value',
|
||
itemStyle: {
|
||
borderColor: '#555',
|
||
borderWidth: 2,
|
||
gapWidth: 2
|
||
}
|
||
}
|
||
],
|
||
data: [
|
||
{
|
||
name: '上游：核心材料与元器件', value: 5,
|
||
children: [
|
||
{ name: '特种材料', value: 2, children: [{ name: '西部超导', value: 1 }, { name: '联创光电', value: 1 }, { name: '博威合金', value: 1 }] },
|
||
{ name: '储能/脉冲功率元件', value: 3, children: [{ name: '王子新材', value: 1 }, { name: '江海股份', value: 1 }, { name: '振华科技', value: 1 }] }
|
||
]
|
||
},
|
||
{
|
||
name: '中游：系统集成与分系统', value: 3,
|
||
children: [
|
||
{ name: '成套电磁发射/电力系统', value: 3, children: [{ name: '湘电股份', value: 2 }, { name: '国睿科技', value: 1 }] }
|
||
]
|
||
},
|
||
{
|
||
name: '下游：应用平台与终端', value: 4,
|
||
children: [
|
||
{ name: '军事应用', value: 3, children: [{ name: '中国船舶', value: 1 }, { name: '中航沈飞', value: 1 }, { name: '巨力索具', value: 1 }] },
|
||
{ name: '商业/民用拓展', value: 1, children: [{ name: '联创光电', value: 1 }, { name: '杰创智能', value: 1 }, { name: '金马游乐', value: 1 }] }
|
||
]
|
||
}
|
||
]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
</script>
|
||
|
||
</body>
|
||
</html> |