877 lines
42 KiB
HTML
877 lines
42 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN" data-theme="dark">
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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=1.0">
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<title>海军装备产业链深度分析 - 投资洞察</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.24/dist/full.min.css" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@3.4.1/dist/tailwind.min.css" rel="stylesheet" type="text/css" />
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
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* {
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font-family: 'Inter', sans-serif;
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}
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.hero-gradient {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0,0,0,0.3);
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}
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.timeline-line {
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background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
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width: 3px;
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position: absolute;
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left: 20px;
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top: 0;
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bottom: 0;
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}
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.timeline-dot {
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width: 16px;
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height: 16px;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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border: 3px solid #1e293b;
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border-radius: 50%;
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position: absolute;
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left: 14px;
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}
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.progress-ring {
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transform: rotate(-90deg);
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}
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.navy-blue {
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background: linear-gradient(135deg, #1e3a8a 0%, #1e40af 100%);
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}
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.glass-effect {
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background: rgba(30, 41, 59, 0.8);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.table-scroll {
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overflow-x: auto;
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-webkit-overflow-scrolling: touch;
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}
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.table-scroll::-webkit-scrollbar {
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height: 8px;
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}
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.table-scroll::-webkit-scrollbar-track {
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background: #1e293b;
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}
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.table-scroll::-webkit-scrollbar-thumb {
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background: #475569;
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border-radius: 4px;
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}
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.badge-glow {
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animation: glow 2s ease-in-out infinite;
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}
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@keyframes glow {
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0%, 100% { box-shadow: 0 0 5px rgba(102, 126, 234, 0.5); }
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50% { box-shadow: 0 0 20px rgba(102, 126, 234, 0.8); }
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}
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.metric-card {
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background: linear-gradient(135deg, rgba(30, 58, 138, 0.5) 0%, rgba(30, 64, 175, 0.5) 100%);
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border: 1px solid rgba(147, 197, 253, 0.3);
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}
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.stock-table {
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font-size: 0.875rem;
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}
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.stock-table th {
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background: rgba(30, 58, 138, 0.9);
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position: sticky;
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top: 0;
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z-index: 10;
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}
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.stock-table td {
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border-bottom: 1px solid rgba(71, 85, 105, 0.5);
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}
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.stock-table tr:hover {
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background: rgba(51, 65, 85, 0.3);
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}
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.section-divider {
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height: 2px;
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background: linear-gradient(90deg, transparent, #667eea, transparent);
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margin: 3rem 0;
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}
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</style>
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</head>
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<body class="bg-slate-950 text-slate-100">
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<!-- Navigation -->
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<div class="navbar glass-effect fixed top-0 z-50 px-4">
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<div class="navbar-start">
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<a href="#" class="btn btn-ghost text-xl font-bold">
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<i class="fas fa-ship mr-2"></i>海军装备分析
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</a>
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</div>
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<div class="navbar-center hidden lg:flex">
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<ul class="menu menu-horizontal px-1">
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<li><a href="#overview">核心观点</a></li>
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<li><a href="#timeline">事件时间线</a></li>
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<li><a href="#logic">投资逻辑</a></li>
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<li><a href="#industry">产业链</a></li>
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<li><a href="#stocks">标的池</a></li>
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</ul>
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</div>
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<div class="navbar-end">
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<div class="badge badge-accent badge-glow">深度研究</div>
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</div>
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</div>
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<!-- Hero Section -->
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<section class="hero min-h-screen hero-gradient flex items-center">
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<div class="hero-content text-center">
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<div class="max-w-5xl">
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<h1 class="text-5xl font-bold mb-6 text-white">
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<i class="fas fa-anchor mr-3"></i>海军装备产业链
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</h1>
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<p class="text-2xl mb-8 text-slate-200">战略需求刚性化 · 装备结构拐点化 · 业绩兑现初期化</p>
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<div class="stats shadow-2xl bg-slate-900/80 backdrop-blur rounded-box w-full">
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<div class="stat">
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<div class="stat-figure text-primary">
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<svg width="48" height="48" fill="currentColor"><path d="M24 2l5.453 11.146 12.298 1.787-8.876 8.654 2.095 12.224L24 30.077 13.13 35.811l2.095-12.224-8.876-8.654 12.298-1.787L24 2z"/></svg>
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</div>
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<div class="stat-title">优先级</div>
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<div class="stat-value text-primary">极高</div>
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<div class="stat-desc">十四五重点建设方向</div>
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</div>
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<div class="stat">
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<div class="stat-figure text-secondary">
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<svg class="progress-ring" width="48" height="48" viewBox="0 0 36 36">
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<path class="text-slate-700" stroke="currentColor" stroke-width="3" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
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<path class="text-slate-100" stroke="currentColor" stroke-width="3" stroke-dasharray="75, 100" fill="none" d="M18 2.0845 a 15.9155 15.9155 0 0 1 0 31.831 a 15.9155 15.9155 0 0 1 0 -31.831"/>
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</svg>
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</div>
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<div class="stat-title">发展阶段</div>
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<div class="stat-value text-secondary">初期</div>
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<div class="stat-desc">0-1的蓝海市场</div>
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</div>
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<div class="stat">
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<div class="stat-figure text-accent">
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<i class="fas fa-chart-line text-4xl"></i>
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</div>
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<div class="stat-title">业绩弹性</div>
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<div class="stat-value text-accent">25%+</div>
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<div class="stat-desc">2025年预期增速</div>
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</div>
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</div>
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<div class="mt-8 flex justify-center gap-4">
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<button class="btn btn-primary btn-lg">
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<i class="fas fa-download mr-2"></i>下载研报
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</button>
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<button class="btn btn-secondary btn-lg">
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<i class="fas fa-play-circle mr-2"></i>观看路演
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</button>
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</div>
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</div>
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</div>
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</section>
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<!-- Key Metrics -->
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<section class="py-16 px-4">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-4xl font-bold text-center mb-12" id="overview">核心数据洞察</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="metric-card rounded-xl p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-slate-400">水下装备市场空间</p>
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<p class="text-3xl font-bold text-blue-400">近千亿</p>
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</div>
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<i class="fas fa-water text-4xl text-blue-400/30"></i>
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</div>
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<div class="mt-4">
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<div class="text-sm text-slate-500">未来10年需求</div>
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</div>
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</div>
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<div class="metric-card rounded-xl p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-slate-400">电磁弹射弹性</p>
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<p class="text-3xl font-bold text-purple-400">5-8亿</p>
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</div>
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<i class="fas fa-bolt text-4xl text-purple-400/30"></i>
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</div>
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<div class="mt-4">
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<div class="text-sm text-slate-500">2025年增量收入</div>
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</div>
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</div>
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<div class="metric-card rounded-xl p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-slate-400">市占率龙头</p>
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<p class="text-3xl font-bold text-green-400">70-80%</p>
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</div>
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<i class="fas fa-crown text-4xl text-green-400/30"></i>
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</div>
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<div class="mt-4">
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<div class="text-sm text-slate-500">中国海防水声业务</div>
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</div>
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</div>
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<div class="metric-card rounded-xl p-6 card-hover">
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<div class="flex items-center justify-between">
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<div>
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<p class="text-slate-400">装备增速</p>
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<p class="text-3xl font-bold text-orange-400">20-30%</p>
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</div>
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<i class="fas fa-rocket text-4xl text-orange-400/30"></i>
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</div>
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<div class="mt-4">
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<div class="text-sm text-slate-500">十四五后期预期</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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</section>
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<!-- Timeline -->
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<section class="py-16 px-4" id="timeline">
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<div class="max-w-4xl mx-auto">
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<h2 class="text-4xl font-bold text-center mb-12">重要事件时间线</h2>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="relative mb-8 ml-12">
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<div class="timeline-dot" style="top: 8px;"></div>
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<div class="card glass-effect rounded-lg p-4 card-hover">
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<div class="flex justify-between items-start">
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<div>
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<span class="badge badge-primary">2024年8月</span>
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<h3 class="text-xl font-semibold mt-2">伊朗海军演习</h3>
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<p class="text-slate-400 mt-1">在阿曼海举行"力量1404"导弹演习，展示反舰能力</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 class="relative mb-8 ml-12">
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<div class="timeline-dot" style="top: 8px;"></div>
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<div class="card glass-effect rounded-lg p-4 card-hover">
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<div class="flex justify-between items-start">
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<div>
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<span class="badge badge-primary">2024年9月</span>
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<h3 class="text-xl font-semibold mt-2">以色列军事行动</h3>
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<p class="text-slate-400 mt-1">摧毁叙利亚舰队，地区紧张局势升级</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 class="relative mb-8 ml-12">
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<div class="timeline-dot" style="top: 8px;"></div>
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<div class="card glass-effect rounded-lg p-4 card-hover">
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<div class="flex justify-between items-start">
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<div>
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<span class="badge badge-secondary">2024年12月</span>
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<h3 class="text-xl font-semibold mt-2">076型四川舰出坞</h3>
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<p class="text-slate-400 mt-1">首创双舰岛+电磁弹射技术，排水量4万余吨</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 class="relative mb-8 ml-12">
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<div class="timeline-dot" style="top: 8px;"></div>
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<div class="card glass-effect rounded-lg p-4 card-hover">
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<div class="flex justify-between items-start">
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<div>
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<span class="badge badge-accent">2024年12月</span>
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<h3 class="text-xl font-semibold mt-2">国防部长任命</h3>
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<p class="text-slate-400 mt-1">董军（原海军首长）任国防部长，海军重点建设预期强化</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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<div class="relative mb-8 ml-12">
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<div class="timeline-dot" style="top: 8px;"></div>
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<div class="card glass-effect rounded-lg p-4 card-hover">
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<div class="flex justify-between items-start">
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<div>
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<span class="badge badge-info">2025年3月</span>
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<h3 class="text-xl font-semibold mt-2">俄罗斯海军战略</h3>
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<p class="text-slate-400 mt-1">普京批准《2050年前俄罗斯海军发展战略》</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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</section>
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<!-- Investment Logic -->
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<section class="py-16 px-4" id="logic">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-4xl font-bold text-center mb-12">投资逻辑分析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="card navy-blue rounded-xl p-6">
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<div class="card-title">
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<i class="fas fa-globe-americas text-3xl mr-3"></i>
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<span>地缘政治倒逼</span>
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</div>
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<div class="card-body">
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<p>美军"印太战略"持续施压，弗吉尼亚级潜艇年产目标从1.3艘提升至2.5艘，直接刺激中国水下攻防体系建设</p>
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<div class="mt-4">
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<span class="badge badge-error">高优先级</span>
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<span class="badge badge-warning">紧迫性强</span>
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</div>
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</div>
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</div>
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<div class="card navy-blue rounded-xl p-6">
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<div class="card-title">
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<i class="fas fa-exchange-alt text-3xl mr-3"></i>
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<span>战略范式转型</span>
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</div>
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<div class="card-body">
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<p>从"黄水海军"到"蓝水海军"质变，水面防御向水下进攻转变，10年潜艇改造市场近千亿</p>
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<div class="mt-4">
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<span class="badge badge-success">结构性机会</span>
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<span class="badge badge-info">长期趋势</span>
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</div>
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</div>
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</div>
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<div class="card navy-blue rounded-xl p-6">
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<div class="card-title">
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<i class="fas fa-microchip text-3xl mr-3"></i>
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<span>技术代际突破</span>
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</div>
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<div class="card-body">
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<p>076型电磁弹射平台型创新，光纤水听器替代压电水听器，技术壁垒高，市场空间巨大</p>
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<div class="mt-4">
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<span class="badge badge-primary">核心技术</span>
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<span class="badge badge-accent">高壁垒</span>
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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 class="section-divider"></div>
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<h3 class="text-2xl font-bold mb-6">预期差分析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="alert alert-info">
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<i class="fas fa-info-circle"></i>
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<div>
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<h4 class="font-bold">业绩兑现节奏</h4>
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<p>潜艇改造周期18-24个月，远快于新造5-7年</p>
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</div>
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</div>
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<div class="alert alert-warning">
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<i class="fas fa-exclamation-triangle"></i>
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<div>
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<h4 class="font-bold">民用市场空间</h4>
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<p>电磁弹射技术可延伸至海上风电等民用领域</p>
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</div>
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</div>
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<div class="alert alert-success">
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<i class="fas fa-shield-alt"></i>
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<div>
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<h4 class="font-bold">竞争壁垒</h4>
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<p>设计锁定+耗材更换的双重护城河</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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</section>
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<!-- Industry Chain -->
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<section class="py-16 px-4" id="industry">
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<div class="max-w-7xl mx-auto">
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<h2 class="text-4xl font-bold text-center mb-12">产业链图谱</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="card glass-effect rounded-xl p-6">
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<h3 class="text-2xl font-bold mb-4 text-blue-400">
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<i class="fas fa-anchor mr-2"></i>水面舰艇产业链
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</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">上游材料</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-outline">西部材料</span>
|
||
<span class="badge badge-outline">亚星锚链</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">中游设备</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-primary">湘电股份</span>
|
||
<span class="badge badge-primary">王子新材</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">下游总装</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-secondary">中国船舶</span>
|
||
<span class="badge badge-secondary">中船防务</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card glass-effect rounded-xl p-6">
|
||
<h3 class="text-2xl font-bold mb-4 text-purple-400">
|
||
<i class="fas fa-water mr-2"></i>水下攻防产业链
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">上游材料</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-outline">西部材料</span>
|
||
<span class="badge badge-outline">宝钛股份</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">中游核心系统</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-accent">中国海防</span>
|
||
<span class="badge badge-accent">中科海讯</span>
|
||
</div>
|
||
</div>
|
||
<div class="flex justify-between items-center p-3 bg-slate-800/50 rounded-lg">
|
||
<span class="font-medium">下游平台</span>
|
||
<div class="flex gap-2">
|
||
<span class="badge badge-info">中国重工</span>
|
||
<span class="badge badge-info">天海防务</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-8">
|
||
<h3 class="text-2xl font-bold mb-6">核心玩家对比</h3>
|
||
<div class="table-scroll">
|
||
<table class="table w-full stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th>公司</th>
|
||
<th>核心逻辑</th>
|
||
<th>竞争优势</th>
|
||
<th>业绩弹性</th>
|
||
<th>关键风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold text-primary">中国海防</td>
|
||
<td>水下攻防装备龙头</td>
|
||
<td>70-80%市占率</td>
|
||
<td>⭐⭐⭐⭐⭐</td>
|
||
<td>订单验证周期长</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-primary">湘电股份</td>
|
||
<td>电磁弹射平台技术</td>
|
||
<td>综合电力系统垄断</td>
|
||
<td>⭐⭐⭐⭐</td>
|
||
<td>技术可靠性待检验</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-primary">西部材料</td>
|
||
<td>水下装备材料</td>
|
||
<td>钛合金核心供应商</td>
|
||
<td>⭐⭐⭐</td>
|
||
<td>军品占比低</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-primary">中国船舶</td>
|
||
<td>海军装备总装</td>
|
||
<td>航母唯一建造商</td>
|
||
<td>⭐⭐</td>
|
||
<td>弹性相对较小</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Pool -->
|
||
<section class="py-16 px-4" id="stocks">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-4xl font-bold text-center mb-12">海军概念股票池</h2>
|
||
<div class="table-scroll">
|
||
<table class="table w-full stock-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="sticky left-0 bg-slate-900">股票名称</th>
|
||
<th>所属行业</th>
|
||
<th>核心项目</th>
|
||
<th>产业链环节</th>
|
||
<th>投资逻辑</th>
|
||
<th>数据来源</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中国船舶</td>
|
||
<td>船舶制造</td>
|
||
<td>航母、核潜艇、大型驱逐舰</td>
|
||
<td>海军装备研发生产</td>
|
||
<td>民用商用船舶制造营收第一，承担海军主战装备科研生产任务</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中船防务</td>
|
||
<td>船舶制造</td>
|
||
<td>055型驱逐舰</td>
|
||
<td>护卫舰市场</td>
|
||
<td>在护卫舰市场占据领先地位，参与多个重点型号建造</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中国海防</td>
|
||
<td>海洋防务</td>
|
||
<td>声纳装备</td>
|
||
<td>水声电子系统</td>
|
||
<td>国内海洋防务声纳装备核心供应商，市占率70-80%</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">湘电股份</td>
|
||
<td>船舶动力</td>
|
||
<td>电磁弹射系统</td>
|
||
<td>舰船电力推进</td>
|
||
<td>国内唯一舰船综合电力系统供应商，电磁弹射核心分包商</td>
|
||
<td><span class="badge badge-outline">路演数据</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">西部材料</td>
|
||
<td>金属材料</td>
|
||
<td>钛合金结构件</td>
|
||
<td>特种材料</td>
|
||
<td>钛合金用于核潜艇壳体、声纳结构件，单艘价值量5-6亿</td>
|
||
<td><span class="badge badge-outline">路演数据</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中国动力</td>
|
||
<td>船舶动力</td>
|
||
<td>海军舰船动力</td>
|
||
<td>动力系统</td>
|
||
<td>海军作战舰艇动力系统排名第一，主要供应商</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中国重工</td>
|
||
<td>船舶制造</td>
|
||
<td>核潜艇</td>
|
||
<td>水下装备总装</td>
|
||
<td>承担核潜艇建造任务，水下装备核心总装单位</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中科海讯</td>
|
||
<td>声纳装备</td>
|
||
<td>水声目标探测</td>
|
||
<td>水声电子</td>
|
||
<td>产品应用于声纳装备领域，最终用户为国家特种部门</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">天海防务</td>
|
||
<td>特种无人船</td>
|
||
<td>无人潜航器</td>
|
||
<td>无人装备平台</td>
|
||
<td>子公司金海运研发多类型特种无人船，无人装备标的</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">久之洋</td>
|
||
<td>光电设备</td>
|
||
<td>红外、激光、光学产品</td>
|
||
<td>舰载光电系统</td>
|
||
<td>中船集团旗下光电上市公司，产品涵盖四大类光电设备</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">亚光科技</td>
|
||
<td>军用小艇</td>
|
||
<td>冲锋舟、指挥艇</td>
|
||
<td>特种舰艇</td>
|
||
<td>军用冲锋舟、指挥艇等特种小艇市占率领先</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">亚星锚链</td>
|
||
<td>链条生产</td>
|
||
<td>船用锚链</td>
|
||
<td>船舶配套</td>
|
||
<td>全球最大链条生产企业，船用锚链市占率超70%</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">中船科技</td>
|
||
<td>船舶设计</td>
|
||
<td>船舶工业规划设计</td>
|
||
<td>设计研发</td>
|
||
<td>全资子公司中船九院为中国船舶工业规划设计国家队</td>
|
||
<td><span class="badge badge-outline">公开资料</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">海兰信</td>
|
||
<td>船舶电子</td>
|
||
<td>首艘航母辽宁舰</td>
|
||
<td>舰船电子系统</td>
|
||
<td>产品已应用于包括辽宁舰在内的各类舰船</td>
|
||
<td><span class="badge badge-outline">公告</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">国瑞科技</td>
|
||
<td>船舶电子</td>
|
||
<td>雷达、电子战系统</td>
|
||
<td>军工电子信息系统</td>
|
||
<td>参股公司中电华瑞产品涵盖雷达、电子战系统</td>
|
||
<td><span class="badge badge-outline">网传纪要</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">泰豪科技</td>
|
||
<td>舰载作战辅助系统</td>
|
||
<td>航母及海军舰艇</td>
|
||
<td>作战支持系统</td>
|
||
<td>相关产品已应用于航母及海军舰艇</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">潍柴重机</td>
|
||
<td>船舶动力</td>
|
||
<td>船舶动力系统</td>
|
||
<td>动力设备</td>
|
||
<td>开发销售船舶动力和发电设备，市场覆盖广泛</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">江龙船艇</td>
|
||
<td>公务执法船艇</td>
|
||
<td>海事海警装备</td>
|
||
<td>特种船艇</td>
|
||
<td>产品广泛应用于海事、海关、海警等维护海洋主权领域</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">王子新材</td>
|
||
<td>船舶电子</td>
|
||
<td>舰船电子信息系统</td>
|
||
<td>电子配套</td>
|
||
<td>全资子公司中电华瑞从事舰船电子信息系统领域</td>
|
||
<td><span class="badge badge-outline">互动</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="sticky left-0 font-bold bg-slate-800">*ST宝实</td>
|
||
<td>船舶电器</td>
|
||
<td>船舶消磁器</td>
|
||
<td>船舶配套</td>
|
||
<td>船舶消磁器业务市场占有率居首位</td>
|
||
<td><span class="badge badge-outline">年报</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Strategy -->
|
||
<section class="py-16 px-4">
|
||
<div class="max-w-7xl mx-auto">
|
||
<h2 class="text-4xl font-bold text-center mb-12">投资策略建议</h2>
|
||
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div class="card bg-gradient-to-r from-green-900/50 to-green-800/30 rounded-xl p-6">
|
||
<h3 class="text-2xl font-bold mb-4 text-green-400">
|
||
<i class="fas fa-thumbs-up mr-2"></i>重点配置
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">中国海防</span>
|
||
<span class="badge badge-success">首选标的</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">70%市占率+资产注入预期+业绩拐点三重逻辑</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">湘电股份</span>
|
||
<span class="badge badge-success">弹性标的</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">电磁弹射0到1突破，2025年收入确认高峰</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">西部材料</span>
|
||
<span class="badge badge-success">稳健标的</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">钛合金刚需，不受军品定价机制约束</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="card bg-gradient-to-r from-red-900/50 to-red-800/30 rounded-xl p-6">
|
||
<h3 class="text-2xl font-bold mb-4 text-red-400">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>规避标的
|
||
</h3>
|
||
<div class="space-y-3">
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">王子新材</span>
|
||
<span class="badge badge-error">伪概念</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">军品占比不足5%，与电磁弹射无技术关联</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">久之洋</span>
|
||
<span class="badge badge-error">业绩下滑</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">民用海监设备为主，2024H1收入同比-22%</p>
|
||
</div>
|
||
<div class="p-3 bg-slate-800/50 rounded-lg">
|
||
<div class="flex items-center justify-between">
|
||
<span class="font-bold">海兰信</span>
|
||
<span class="badge badge-error">ST风险</span>
|
||
</div>
|
||
<p class="text-sm text-slate-400 mt-1">军品资质不全，2024年亏损1.2亿</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="section-divider"></div>
|
||
|
||
<div class="alert alert-info">
|
||
<i class="fas fa-info-circle text-2xl"></i>
|
||
<div>
|
||
<h4 class="font-bold text-lg">关键验证指标</h4>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4 mt-4">
|
||
<div>
|
||
<span class="font-semibold">订单指标：</span>
|
||
<p>全军装备采购信息网海军装备招标金额</p>
|
||
</div>
|
||
<div>
|
||
<span class="font-semibold">财务指标：</span>
|
||
<p>中国海防合同负债环比增速（需持续增长30%+）</p>
|
||
</div>
|
||
<div>
|
||
<span class="font-semibold">技术节点：</span>
|
||
<p>076型舰海试进度与电磁弹射测试结果</p>
|
||
</div>
|
||
<div>
|
||
<span class="font-semibold">政策信号：</span>
|
||
<p>2025年国防预算海军科目增速（需超20%）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
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|
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||
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|
||
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|
||
<p class="font-bold text-2xl">
|
||
<i class="fas fa-ship mr-2"></i>海军装备产业链深度分析
|
||
</p>
|
||
<p class="text-slate-400">专业投资研究 · 数据驱动决策</p>
|
||
</div>
|
||
<div>
|
||
<div class="grid grid-flow-col gap-4">
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<a class="btn btn-ghost btn-circle">
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<i class="fab fa-twitter"></i>
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<a class="btn btn-ghost btn-circle">
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<i class="fab fa-github"></i>
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</a>
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<a class="btn btn-ghost btn-circle">
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<i class="fab fa-linkedin"></i>
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||
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||
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<div>
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||
<p>Copyright © 2025 - 保留所有权利</p>
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anchor.addEventListener('click', function (e) {
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if (target) {
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target.scrollIntoView({
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behavior: 'smooth',
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}
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// Add scroll effect to navbar
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window.addEventListener('scroll', () => {
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const navbar = document.querySelector('.navbar');
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if (window.scrollY > 100) {
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document.querySelectorAll('.card').forEach(card => {
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observer.observe(card);
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