825 lines
45 KiB
HTML
825 lines
45 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=1.0">
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<title>远程火力 - 概念深度解析</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/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&display=swap');
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* {
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font-family: 'Inter', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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}
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.hover-lift {
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transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
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}
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.hover-lift:hover {
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transform: translateY(-4px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.15);
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}
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.timeline-item {
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position: relative;
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padding-left: 40px;
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}
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content: '';
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position: absolute;
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.timeline-item:last-child::after {
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display: none;
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@keyframes fadeInUp {
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from {
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opacity: 0;
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transform: translateY(20px);
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to {
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.fade-in-up {
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animation: fadeInUp 0.6s ease-out;
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.stock-table {
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font-size: 12px;
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.stock-table th {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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color: white;
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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 tr:nth-child(even) {
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background-color: #f9fafb;
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}
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.stock-table tr:hover {
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transform: scale(1.01);
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.badge-gradient {
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background: linear-gradient(135deg, #f093fb 0%, #f5576c 100%);
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}
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.chain-arrow {
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display: inline-block;
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margin: 0 10px;
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color: #9ca3af;
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}
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.floating {
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animation: float 3s ease-in-out infinite;
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}
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@keyframes float {
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0% { transform: translateY(0px); }
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50% { transform: translateY(-10px); }
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100% { transform: translateY(0px); }
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}
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.pulse-dot {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% {
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}
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70% {
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box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
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}
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100% {
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box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
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}
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}
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.risk-high { border-left: 4px solid #ef4444; }
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.risk-medium { border-left: 4px solid #f59e0b; }
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.risk-low { border-left: 4px solid #10b981; }
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</style>
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</head>
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<body class="bg-gray-50">
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<!-- Hero Section -->
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<div class="gradient-bg text-white py-20 px-4">
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<div class="max-w-7xl mx-auto">
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<div class="text-center fade-in-up">
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<h1 class="text-5xl md:text-6xl font-bold mb-4 floating">
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<i class="fas fa-rocket mr-4"></i>远程火力
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</h1>
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<p class="text-xl md:text-2xl opacity-90 mb-8">现代陆军第四代核心骨干装备 · 高效费比战争撒手锏</p>
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<div class="flex flex-wrap justify-center gap-4">
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<span class="glass-morphism px-4 py-2 rounded-full">
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<i class="fas fa-crosshairs mr-2"></i>射程 70-500km
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</span>
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<span class="glass-morphism px-4 py-2 rounded-full">
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<i class="fas fa-bullseye mr-2"></i>CEP精度 30m
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</span>
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<span class="glass-morphism px-4 py-2 rounded-full">
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<i class="fas fa-dollar-sign mr-2"></i>成本仅为导弹1/10
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</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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<!-- Main Content -->
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<div class="max-w-7xl mx-auto px-4 py-12">
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<!-- 概念定义与背景 -->
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<section class="mb-12 fade-in-up">
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<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
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<h2 class="text-3xl font-bold mb-6 text-gray-800">
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<i class="fas fa-info-circle text-purple-600 mr-3"></i>概念定义与背景
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</h2>
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<div class="prose max-w-none text-gray-600">
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<p class="text-lg leading-relaxed mb-4">
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<strong>远程火力</strong>（简称"远火"）在军事领域特指远程火箭炮武器系统，是现代陆军第四代核心骨干装备。该系统通过远程火箭弹实现<strong>70-500公里射程</strong>的精确打击能力，有效填补传统身管火炮（20-50公里）与战术弹道导弹（千公里级）之间的火力空白。
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</p>
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<div class="grid md:grid-cols-3 gap-6 mt-6">
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<div class="bg-gradient-to-br from-blue-50 to-purple-50 p-6 rounded-xl">
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<h3 class="font-bold text-lg mb-3 text-blue-800"><i class="fas fa-bolt mr-2"></i>核心特征</h3>
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<ul class="space-y-2 text-sm">
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<li>• 低成本高效费比</li>
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<li>• 模块化设计</li>
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<li>• 精准制导能力</li>
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<li>• 快速部署机动</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-teal-50 p-6 rounded-xl">
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<h3 class="font-bold text-lg mb-3 text-green-800"><i class="fas fa-shield-alt mr-2"></i>战略地位</h3>
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<ul class="space-y-2 text-sm">
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<li>• 填补火力空白</li>
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<li>• 战争消耗主力</li>
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<li>• 精打要害利器</li>
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<li>• 破击体系关键</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-orange-50 to-red-50 p-6 rounded-xl">
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<h3 class="font-bold text-lg mb-3 text-orange-800"><i class="fas fa-globe mr-2"></i>国际形势</h3>
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<ul class="space-y-2 text-sm">
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<li>• 美军扩编500套</li>
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<li>• 欧盟2030战备计划</li>
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<li>• 俄乌冲突验证价值</li>
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<li>• 全球军贸需求爆发</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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</section>
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<!-- 核心观点 -->
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<section class="mb-12 fade-in-up">
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<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
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<h2 class="text-3xl font-bold mb-6 text-gray-800">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="border-l-4 border-purple-500 pl-6">
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<h3 class="font-bold text-lg mb-3">三大驱动力共振</h3>
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<ul class="space-y-3 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>军事战略重构</strong>：美军将其与高超音速导弹并列为优先事项，预算300亿美元</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>技术成熟度突破</strong>：模块化装填效率提升6倍，精度达30米级</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<span><strong>实战验证需求</strong>：单套海马斯消耗500-625枚，弹药储备严重不足</span>
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</li>
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</ul>
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</div>
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<div class="border-l-4 border-blue-500 pl-6">
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<h3 class="font-bold text-lg mb-3">三大预期差</h3>
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<ul class="space-y-3 text-gray-600">
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span><strong>市场空间VS订单节奏</strong>：研报"万台"预期 vs 实际年产20套</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span><strong>垄断VS竞争</strong>：北方导航"独供"仅限大口径型号</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-exclamation-triangle text-yellow-500 mt-1 mr-2"></i>
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<span><strong>成本优势VS价格风险</strong>：军采阶梯降价或冲击毛利率</span>
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</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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</section>
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<!-- 催化事件时间轴 -->
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<section class="mb-12 fade-in-up">
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<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
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<h2 class="text-3xl font-bold mb-6 text-gray-800">
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<i class="fas fa-timeline text-indigo-600 mr-3"></i>催化事件时间轴
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</h2>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-purple-50 to-pink-50 p-4 rounded-lg">
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<span class="text-sm font-semibold text-purple-600">2024年7月-10月</span>
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<h3 class="font-bold mt-1">研究机构密集发布深度研报</h3>
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<p class="text-gray-600 text-sm mt-2">长江军工、东兴证券等7-10份报告系统构建分析框架，将远火定位为新时期陆军"战争之神"</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 p-4 rounded-lg">
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<span class="text-sm font-semibold text-blue-600">2024年9月</span>
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<h3 class="font-bold mt-1">美军扩编计划曝光</h3>
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<p class="text-gray-600 text-sm mt-2">将远程火力战略地位提升至与高超音速导弹同级，采购量从105套增至500套</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-green-50 to-emerald-50 p-4 rounded-lg">
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<span class="text-sm font-semibold text-green-600">2025年2月</span>
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<h3 class="font-bold mt-1">技术路线明确</h3>
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<p class="text-gray-600 text-sm mt-2">确立固体火箭发动机、多脉冲发动机、碳纤维壳体为技术核心</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="bg-gradient-to-r from-orange-50 to-red-50 p-4 rounded-lg">
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<span class="text-sm font-semibold text-orange-600">2025年5月</span>
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<h3 class="font-bold mt-1">军贸订单实证</h3>
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<p class="text-gray-600 text-sm mt-2">巴基斯坦采购中国远程火箭弹及自行加榴炮，获得实战验证</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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<!-- 产业链图谱 -->
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<section class="mb-12 fade-in-up">
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<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
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<h2 class="text-3xl font-bold mb-6 text-gray-800">
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<i class="fas fa-sitemap text-teal-600 mr-3"></i>产业链图谱
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</h2>
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<div class="overflow-x-auto">
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<div class="min-w-max">
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<div class="flex items-center justify-between mb-4">
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<div class="text-center bg-gray-100 p-3 rounded-lg">
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<h3 class="font-bold">上游材料及元器件</h3>
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<p class="text-sm text-gray-600">价值占比15-20%</p>
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</div>
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<i class="fas fa-arrow-right text-2xl text-gray-400"></i>
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<div class="text-center bg-purple-100 p-3 rounded-lg">
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<h3 class="font-bold">中游核心系统</h3>
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<p class="text-sm text-gray-600">价值占比60-70%</p>
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<span class="badge-gradient text-white text-xs px-2 py-1 rounded-full">战略制高点</span>
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</div>
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<i class="fas fa-arrow-right text-2xl text-gray-400"></i>
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<div class="text-center bg-gray-100 p-3 rounded-lg">
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<h3 class="font-bold">下游总装及平台</h3>
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<p class="text-sm text-gray-600">价值占比15-20%</p>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="space-y-2">
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<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>碳纤维：光威复材</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>MLCC电容：鸿远电子</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>连接器：航天电器</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-blue-500 rounded-full mr-2"></span>火工品：北化股份</div>
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</div>
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<div class="space-y-2">
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<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>制导系统：北方导航</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>动力模块：国科军工</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-purple-500 rounded-full mr-2"></span>光纤环：长盈通</div>
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</div>
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<div class="space-y-2">
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<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>火箭炮总装：中兵红箭</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>系统总体：航天彩虹</div>
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<div class="flex items-center"><span class="w-2 h-2 bg-green-500 rounded-full mr-2"></span>外贸出口：北方工业</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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<!-- 核心公司对比 -->
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<section class="mb-12 fade-in-up">
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<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
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<h2 class="text-3xl font-bold mb-6 text-gray-800">
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<i class="fas fa-crown text-yellow-500 mr-3"></i>核心公司对比分析
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</h2>
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<div class="overflow-x-auto">
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<table class="w-full text-sm">
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<thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
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<tr>
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<th class="px-4 py-3 text-left">公司</th>
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<th class="px-4 py-3 text-left">卡位环节</th>
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<th class="px-4 py-3 text-left">核心优势</th>
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<th class="px-4 py-3 text-left">潜在风险</th>
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<th class="px-4 py-3 text-center">投资评级</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b hover:bg-gray-50">
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<td class="px-4 py-3 font-bold">北方导航</td>
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<td class="px-4 py-3">制导舱（中段+末段）</td>
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<td class="px-4 py-3">独供制导舱，280/500km射程核心供应商</td>
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<td class="px-4 py-3">订单节奏不确定，价格承压</td>
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<td class="px-4 py-3 text-center"><span class="bg-green-100 text-green-800 px-3 py-1 rounded-full">超配</span></td>
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</tr>
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<tr class="border-b hover:bg-gray-50">
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||
<td class="px-4 py-3 font-bold">国科军工</td>
|
||
<td class="px-4 py-3">动力模块（固体发动机）</td>
|
||
<td class="px-4 py-3">稀缺军工牌照，弹载动力模块CAGR 35.56%</td>
|
||
<td class="px-4 py-3">产能扩张慢，军品交付不及预期</td>
|
||
<td class="px-4 py-3 text-center"><span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">标配</span></td>
|
||
</tr>
|
||
<tr class="border-b hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-bold">长盈通</td>
|
||
<td class="px-4 py-3">光纤环（陀螺仪核心）</td>
|
||
<td class="px-4 py-3">军用光纤环龙头，军民两用占比90%</td>
|
||
<td class="px-4 py-3">MEMS技术替代风险，民品波动</td>
|
||
<td class="px-4 py-3 text-center"><span class="bg-blue-100 text-blue-800 px-3 py-1 rounded-full">标配</span></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 font-bold">中兵红箭</td>
|
||
<td class="px-4 py-3">整弹总装</td>
|
||
<td class="px-4 py-3">兵器集团唯一弹药平台，特种装备占比50%+</td>
|
||
<td class="px-4 py-3">传统弹药拖累估值，转型进度慢</td>
|
||
<td class="px-4 py-3 text-center"><span class="bg-yellow-100 text-yellow-800 px-3 py-1 rounded-full">观望</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据表格 -->
|
||
<section class="mb-12 fade-in-up">
|
||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||
<i class="fas fa-table text-indigo-600 mr-3"></i>远程火力概念股票全览
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="stock-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="px-2 py-2 text-left">股票名称</th>
|
||
<th class="px-2 py-2 text-left">分类</th>
|
||
<th class="px-2 py-2 text-left">产业链</th>
|
||
<th class="px-2 py-2 text-left">项目</th>
|
||
<th class="px-2 py-2 text-left">关联逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">航天电子</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">总装</td>
|
||
<td class="px-2 py-2">精确制导导弹</td>
|
||
<td class="px-2 py-2">稀缺主机厂</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">中兵红箭</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">总装</td>
|
||
<td class="px-2 py-2">弹药总装</td>
|
||
<td class="px-2 py-2">唯一弹药平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">航天彩虹</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">总装</td>
|
||
<td class="px-2 py-2">多用途模块化导弹</td>
|
||
<td class="px-2 py-2">填补国内空白</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">洪都航空</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">总装</td>
|
||
<td class="px-2 py-2">导弹业务</td>
|
||
<td class="px-2 py-2">厂所合一平台</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">高德红外</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">导引头</td>
|
||
<td class="px-2 py-2">多款型号产品</td>
|
||
<td class="px-2 py-2">精确制导优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">菲利华</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">材料</td>
|
||
<td class="px-2 py-2">军工配套</td>
|
||
<td class="px-2 py-2">军工蓝宝石球罩</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">铂力特</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">金属3D打印</td>
|
||
<td class="px-2 py-2">3D打印零件</td>
|
||
<td class="px-2 py-2">导弹型号应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">派克新材</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">锻造</td>
|
||
<td class="px-2 py-2">导弹配套</td>
|
||
<td class="px-2 py-2">型号研制配套</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">航宇科技</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">锻造</td>
|
||
<td class="px-2 py-2">导弹配套</td>
|
||
<td class="px-2 py-2">锻件应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">钢研高纳</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">材料</td>
|
||
<td class="px-2 py-2">高温合金</td>
|
||
<td class="px-2 py-2">导弹应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">光威复材</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">材料</td>
|
||
<td class="px-2 py-2">碳纤维</td>
|
||
<td class="px-2 py-2">发动机壳体</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">抚顺特钢</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">材料</td>
|
||
<td class="px-2 py-2">高强度钢</td>
|
||
<td class="px-2 py-2">关键材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">甘化科工</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">钨合金</td>
|
||
<td class="px-2 py-2">钨合金预制破片</td>
|
||
<td class="px-2 py-2">导弹配套</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">国泰集团</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">钨合金</td>
|
||
<td class="px-2 py-2">军用钨基材料</td>
|
||
<td class="px-2 py-2">毁伤材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">北方长龙</td>
|
||
<td class="px-2 py-2">导弹</td>
|
||
<td class="px-2 py-2">其他</td>
|
||
<td class="px-2 py-2">弹药装备</td>
|
||
<td class="px-2 py-2">复合材料弹药箱</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">北化股份</td>
|
||
<td class="px-2 py-2">战斗部系统</td>
|
||
<td class="px-2 py-2">发射药</td>
|
||
<td class="px-2 py-2">硝化棉</td>
|
||
<td class="px-2 py-2">硝化棉龙头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">长城军工</td>
|
||
<td class="px-2 py-2">战斗部系统</td>
|
||
<td class="px-2 py-2">弹药</td>
|
||
<td class="px-2 py-2">传统弹药</td>
|
||
<td class="px-2 py-2">老牌弹药公司</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">新余国科</td>
|
||
<td class="px-2 py-2">战斗部系统</td>
|
||
<td class="px-2 py-2">火工品</td>
|
||
<td class="px-2 py-2">军用火工品</td>
|
||
<td class="px-2 py-2">火工元件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">国科军工</td>
|
||
<td class="px-2 py-2">战斗部系统</td>
|
||
<td class="px-2 py-2">火工品</td>
|
||
<td class="px-2 py-2">导弹配套</td>
|
||
<td class="px-2 py-2">二三级配套</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">北方导航</td>
|
||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||
<td class="px-2 py-2">导航</td>
|
||
<td class="px-2 py-2">惯性导航系统</td>
|
||
<td class="px-2 py-2">成本竞争优势</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">星网宇达</td>
|
||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||
<td class="px-2 py-2">导航</td>
|
||
<td class="px-2 py-2">惯性导航系统</td>
|
||
<td class="px-2 py-2">远程制导炸弹</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">理工导航</td>
|
||
<td class="px-2 py-2">惯性制导（中段）</td>
|
||
<td class="px-2 py-2">导航</td>
|
||
<td class="px-2 py-2">惯性导航系统</td>
|
||
<td class="px-2 py-2">制导炸弹配套</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">长盈通</td>
|
||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||
<td class="px-2 py-2">光纤</td>
|
||
<td class="px-2 py-2">军用光纤陀螺</td>
|
||
<td class="px-2 py-2">光纤环供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">芯动联科</td>
|
||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||
<td class="px-2 py-2">MEMS惯性传感器</td>
|
||
<td class="px-2 py-2">MEMS惯性传感器</td>
|
||
<td class="px-2 py-2">高性能传感器</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">盟升电子</td>
|
||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||
<td class="px-2 py-2">卫星导航</td>
|
||
<td class="px-2 py-2">卫星导航系统</td>
|
||
<td class="px-2 py-2">导航系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">振芯科技</td>
|
||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||
<td class="px-2 py-2">卫星导航</td>
|
||
<td class="px-2 py-2">卫星导航系统</td>
|
||
<td class="px-2 py-2">导航系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">亚光科技</td>
|
||
<td class="px-2 py-2">卫星制导（中段）</td>
|
||
<td class="px-2 py-2">微波电子</td>
|
||
<td class="px-2 py-2">微波电子元器件</td>
|
||
<td class="px-2 py-2">导弹导引头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">天箭科技</td>
|
||
<td class="px-2 py-2">制导系统</td>
|
||
<td class="px-2 py-2">微波/毫米波</td>
|
||
<td class="px-2 py-2">微波固态发射机</td>
|
||
<td class="px-2 py-2">推进稀布阵</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">雷电微力</td>
|
||
<td class="px-2 py-2">制导系统</td>
|
||
<td class="px-2 py-2">微波/毫米波</td>
|
||
<td class="px-2 py-2">毫米波有源相控阵</td>
|
||
<td class="px-2 py-2">相控阵</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">臻镭科技</td>
|
||
<td class="px-2 py-2">制导系统</td>
|
||
<td class="px-2 py-2">微波/毫米波</td>
|
||
<td class="px-2 py-2">射频芯片</td>
|
||
<td class="px-2 py-2">射频前端</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">国博电子</td>
|
||
<td class="px-2 py-2">制导系统</td>
|
||
<td class="px-2 py-2">微波/毫米波</td>
|
||
<td class="px-2 py-2">射频模块</td>
|
||
<td class="px-2 py-2">射频模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">高德红外</td>
|
||
<td class="px-2 py-2">红外制导（末段）</td>
|
||
<td class="px-2 py-2">红外</td>
|
||
<td class="px-2 py-2">制冷探测器</td>
|
||
<td class="px-2 py-2">批量应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">睿创微纳</td>
|
||
<td class="px-2 py-2">红外制导（末段）</td>
|
||
<td class="px-2 py-2">红外</td>
|
||
<td class="px-2 py-2">非制冷红外热成像</td>
|
||
<td class="px-2 py-2">MEMS芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">光谱股份</td>
|
||
<td class="px-2 py-2">光学制导（末段）</td>
|
||
<td class="px-2 py-2">光学</td>
|
||
<td class="px-2 py-2">光学制导</td>
|
||
<td class="px-2 py-2">导引头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">新光光电</td>
|
||
<td class="px-2 py-2">光学制导（末段）</td>
|
||
<td class="px-2 py-2">光学</td>
|
||
<td class="px-2 py-2">光学制导</td>
|
||
<td class="px-2 py-2">导弹型号</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">智明达</td>
|
||
<td class="px-2 py-2">嵌入式计算机</td>
|
||
<td class="px-2 py-2">计算机</td>
|
||
<td class="px-2 py-2">嵌入式计算机</td>
|
||
<td class="px-2 py-2">弹载应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">雷科防务</td>
|
||
<td class="px-2 py-2">嵌入式计算机</td>
|
||
<td class="px-2 py-2">计算机</td>
|
||
<td class="px-2 py-2">嵌入式计算机</td>
|
||
<td class="px-2 py-2">国防应用</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">鸿远电子</td>
|
||
<td class="px-2 py-2">元器件及部件</td>
|
||
<td class="px-2 py-2">电容</td>
|
||
<td class="px-2 py-2">军用MLCC</td>
|
||
<td class="px-2 py-2">高可靠MLCC</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">宏达电子</td>
|
||
<td class="px-2 py-2">元器件及部件</td>
|
||
<td class="px-2 py-2">电容</td>
|
||
<td class="px-2 py-2">军用钽电容器</td>
|
||
<td class="px-2 py-2">钽电容龙头</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">航天电器</td>
|
||
<td class="px-2 py-2">元器件及部件</td>
|
||
<td class="px-2 py-2">连接器</td>
|
||
<td class="px-2 py-2">高端连接器</td>
|
||
<td class="px-2 py-2">导弹配套</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-2 py-2 font-semibold">中航光电</td>
|
||
<td class="px-2 py-2">元器件及部件</td>
|
||
<td class="px-2 py-2">连接器</td>
|
||
<td class="px-2 py-2">连接器</td>
|
||
<td class="px-2 py-2">导弹应用</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险提示 -->
|
||
<section class="mb-12 fade-in-up">
|
||
<div class="bg-white rounded-2xl shadow-xl p-8 hover-lift">
|
||
<h2 class="text-3xl font-bold mb-6 text-gray-800">
|
||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>风险提示
|
||
</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="risk-high p-4 rounded-lg">
|
||
<h3 class="font-bold text-lg mb-3 text-red-700">技术风险</h3>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li>• MEMS陀螺仪军品认证未通过</li>
|
||
<li>• 卫星导航抗干扰能力存疑</li>
|
||
<li>• 高端制导器件仍有卡脖子环节</li>
|
||
</ul>
|
||
</div>
|
||
<div class="risk-medium p-4 rounded-lg">
|
||
<h3 class="font-bold text-lg mb-3 text-yellow-700">商业化风险</h3>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li>• 军采阶梯降价冲击毛利</li>
|
||
<li>• 订单能见度极低</li>
|
||
<li>• 订单空窗期可能长达18个月</li>
|
||
</ul>
|
||
</div>
|
||
<div class="risk-low p-4 rounded-lg">
|
||
<h3 class="font-bold text-lg mb-3 text-green-700">政策风险</h3>
|
||
<ul class="space-y-2 text-sm text-gray-600">
|
||
<li>• 军贸审批不确定性</li>
|
||
<li>• 军工央企内部竞争</li>
|
||
<li>• 和平谈判导致需求降温</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 投资启示 -->
|
||
<section class="mb-12 fade-in-up">
|
||
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 text-white rounded-2xl shadow-xl p-8">
|
||
<h2 class="text-3xl font-bold mb-6">
|
||
<i class="fas fa-chart-line mr-3"></i>投资启示
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4">概念阶段判断</h3>
|
||
<p class="mb-4">远程火力正处于从<strong>主题炒作向基本面驱动</strong>过渡的"阵痛期"，长期逻辑坚实但短期面临验证挑战。</p>
|
||
<div class="bg-white/10 backdrop-blur p-4 rounded-lg">
|
||
<p class="text-sm">当前市场过度关注宏大叙事，忽视微观订单。建议降低仓位至标配，待Q3催化剂落地后再决策。</p>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-bold mb-4">配置建议</h3>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-arrow-up text-green-400 mr-3"></i>
|
||
<span><strong>超配：</strong>北方导航（制导系统龙头）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-minus text-yellow-400 mr-3"></i>
|
||
<span><strong>标配：</strong>国科军工、长盈通</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-arrow-down text-red-400 mr-3"></i>
|
||
<span><strong>规避：</strong>间接受益标的（航亚科技等）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="mt-8 text-center">
|
||
<div class="inline-flex items-center bg-white/20 backdrop-blur px-6 py-3 rounded-full">
|
||
<span class="pulse-dot w-3 h-3 bg-green-400 rounded-full mr-3"></span>
|
||
<span class="font-semibold">一句话总结：值得长期跟踪，但当前处于"证伪窗口期"，不见订单不撒鹰</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-gray-800 text-white py-8">
|
||
<div class="max-w-7xl mx-auto px-4 text-center">
|
||
<p class="text-sm opacity-75">本页面信息仅供参考，不构成投资建议</p>
|
||
<p class="text-xs mt-2 opacity-50">数据来源：研报、路演、公告等公开信息</p>
|
||
</div>
|
||
</footer>
|
||
|
||
<script>
|
||
// 添加滚动动画
|
||
const observerOptions = {
|
||
threshold: 0.1,
|
||
rootMargin: '0px 0px -50px 0px'
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.classList.add('fade-in-up');
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
document.querySelectorAll('section').forEach(section => {
|
||
observer.observe(section);
|
||
});
|
||
|
||
// 表格行高亮
|
||
document.querySelectorAll('.stock-table tr').forEach(row => {
|
||
row.addEventListener('mouseenter', function() {
|
||
this.style.transform = 'scale(1.01)';
|
||
});
|
||
row.addEventListener('mouseleave', function() {
|
||
this.style.transform = 'scale(1)';
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|