480 lines
38 KiB
HTML
480 lines
38 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>深度研报：军工水面水下作战</title>
|
||
<script src="https://cdn.tailwindcss.com"></script>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<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>
|
||
<link rel="preconnect" href="https://fonts.googleapis.com">
|
||
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
|
||
<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap" rel="stylesheet">
|
||
<style>
|
||
body {
|
||
font-family: 'Noto Sans SC', sans-serif;
|
||
background-color: #020617; /* Slate 950 */
|
||
overflow-x: hidden;
|
||
}
|
||
.font-orbitron {
|
||
font-family: 'Orbitron', sans-serif;
|
||
}
|
||
.glass-card {
|
||
background: rgba(15, 23, 42, 0.6); /* Slate 900 with opacity */
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(51, 65, 85, 0.6); /* Slate 700 with opacity */
|
||
transition: all 0.3s ease;
|
||
}
|
||
.glass-card:hover {
|
||
background: rgba(30, 41, 59, 0.7); /* Slate 800 with opacity */
|
||
border-color: rgba(71, 85, 105, 0.8); /* Slate 600 with opacity */
|
||
box-shadow: 0 0 25px rgba(37, 99, 235, 0.3); /* Blue 600 glow */
|
||
}
|
||
.turrell-light {
|
||
position: absolute;
|
||
border-radius: 50%;
|
||
filter: blur(150px);
|
||
opacity: 0.25;
|
||
pointer-events: none;
|
||
}
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1.5rem;
|
||
grid-template-columns: repeat(6, 1fr);
|
||
}
|
||
.bento-item {
|
||
border-radius: 1.5rem; /* rounded-3xl */
|
||
padding: 1.5rem;
|
||
}
|
||
.col-span-1 { grid-column: span 1 / span 1; }
|
||
.col-span-2 { grid-column: span 2 / span 2; }
|
||
.col-span-3 { grid-column: span 3 / span 3; }
|
||
.col-span-4 { grid-column: span 4 / span 4; }
|
||
.col-span-6 { grid-column: span 6 / span 6; }
|
||
@media (max-width: 768px) {
|
||
.bento-grid { grid-template-columns: repeat(1, 1fr); }
|
||
.bento-item { grid-column: span 1 / span 1 !important; }
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="bg-slate-950 text-slate-300 antialiased selection:bg-blue-500/30">
|
||
|
||
<!-- Background Elements -->
|
||
<div class="fixed inset-0 z-[-10] overflow-hidden">
|
||
<div class="turrell-light w-[800px] h-[800px] bg-blue-600 top-[-20%] left-[-20%] animate-pulse" style="animation-duration: 8s;"></div>
|
||
<div class="turrell-light w-[600px] h-[600px] bg-cyan-400 bottom-[-30%] right-[-10%] animate-pulse" style="animation-duration: 10s;"></div>
|
||
<div class="turrell-light w-[500px] h-[500px] bg-indigo-500 top-[10%] right-[5%] animate-pulse" style="animation-duration: 12s;"></div>
|
||
</div>
|
||
|
||
<div class="relative min-h-screen">
|
||
<header class="container mx-auto px-4 pt-16 pb-8 text-center">
|
||
<h1 class="font-orbitron text-4xl md:text-6xl font-bold tracking-widest text-transparent bg-clip-text bg-gradient-to-br from-cyan-300 via-blue-400 to-indigo-500">
|
||
军工水面水下作战
|
||
</h1>
|
||
<p class="mt-4 text-slate-400 text-lg">深度概念解析</p>
|
||
<div class="mt-4 text-xs text-slate-500 tracking-wider">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p>本报告为AI合成数据，据此投资，风险自担。</p>
|
||
</div>
|
||
</header>
|
||
|
||
<main class="container mx-auto px-4 py-8 space-y-12">
|
||
|
||
<!-- 0. 概念事件 -->
|
||
<section class="glass-card rounded-3xl p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-400 pl-4">概念事件：战略、压力与催化的交汇</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 items-center">
|
||
<div class="space-y-4 text-slate-300">
|
||
<p>“军工水面水下作战”概念的形成，源于<strong class="text-cyan-400">国家战略重心转移</strong>、<strong class="text-cyan-400">地缘政治压力</strong>与<strong class="text-cyan-400">关键技术突破</strong>的交汇。从海军战略转型，到“深海科技”首次写入政府工作报告，顶层设计已明确方向。外部压力方面，美国在第一/二岛链的水下监控网及“HEALTH-SCAPE”无人系统计划，使我方能力建设迫在眉睫。</p>
|
||
<p>关键催化剂则是一系列标志性事件：<strong>2019年HSU-001无人潜航器</strong>亮相，<strong>2022年“福建舰”航母</strong>下水，以及<strong>2023-2024年攻击型与超大型UUV</strong>的相继展出。而当前最核心的催化剂是市场对<strong class="text-yellow-300">2025年“93阅兵”</strong>的高度期待，官方已明确将“水下作战”列为重点，预示着装备批产周期的开启。</p>
|
||
<p class="text-sm italic text-slate-400">产业信号方面，核心企业关联交易额的爆发式增长被市场解读为行业拐点将至的强力先行指标。</p>
|
||
</div>
|
||
<div id="transaction-growth-chart" class="w-full h-80"></div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 1. 核心观点 -->
|
||
<section class="glass-card rounded-3xl p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-400 pl-4">核心观点摘要</h2>
|
||
<blockquote class="border-l-4 border-blue-500 pl-6 text-lg italic text-slate-200">
|
||
“军工水面水下作战”概念正处于从<strong class="text-yellow-300">“0到1”的产业导入期</strong>向<strong class="text-yellow-300">“1到N”的成长爆发期</strong>过渡的关键节点。其核心驱动力源于大国博弈背景下弥补水下短板的<strong class="text-red-400">战略紧迫性</strong>，而以无人潜航器（UUV）为代表的<strong class="text-cyan-400">新质作战力量</strong>则是实现“弯道超车”的关键抓手。预计在2025年“93阅兵”的强力催化下，该领域将迎来型号定型与批量采购的拐点，开启一轮高景气度的产业上行周期。
|
||
</blockquote>
|
||
</section>
|
||
|
||
<!-- 2. 核心逻辑与市场认知 -->
|
||
<div class="bento-grid">
|
||
<div class="bento-item glass-card col-span-6 md:col-span-4 space-y-4">
|
||
<h3 class="font-orbitron text-xl font-bold text-cyan-300">核心驱动力：需求、技术与政策三位一体</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong class="text-white">战略需求牵引：</strong>海军走向“蓝水”，水下能力是核心短板。我国核潜艇数量(12艘)与质量远逊于美国(70+艘)，为航母战斗群提供水下掩护成为最紧迫军事需求。</li>
|
||
<li><strong class="text-white">技术范式变革：</strong>UUV（水下“无人机”）提供非对称解决方案，任务成本降低90%，能有效弥补有人平台数量不足，是作战理念向网络中心战的跃迁。</li>
|
||
<li><strong class="text-white">政策与资源倾斜：</strong>“水下专项军费多，项目迫切”、“深海科技”国家战略化等表述，清晰表明国家意志和资源将向该领域重点倾斜，政策支持力度空前。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-6 md:col-span-2 space-y-4">
|
||
<h3 class="font-orbitron text-xl font-bold text-cyan-300">市场热度与情绪</h3>
|
||
<p class="text-slate-300">当前市场对该概念抱有<strong class="text-yellow-300">极高的乐观情绪和一致性预期</strong>。“井喷”、“超预期”等词汇频现，路演与研报反复强调2025年是“批产拐点之年”。情绪主要由对“93阅兵”和订单放量的期待驱动。</p>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-6 space-y-4">
|
||
<h3 class="font-orbitron text-xl font-bold text-cyan-300">预期差分析：从“平台”到“体系”，从“材料”到“算力”</h3>
|
||
<ol class="list-decimal list-inside space-y-3">
|
||
<li><strong class="text-white">从“平台”到“体系”的认知差：</strong>市场高度关注UUV、潜艇等作战平台。但真正的瓶颈和未来价值高地可能在于构建水下“天网”和“神经网络”的<strong class="text-cyan-400">使能技术</strong>（通信、导航、数据处理）。中科海讯的“水下GPU”即是典型，其价值可能被低估。</li>
|
||
<li><strong class="text-white">“放量”的结构性差异：</strong>市场笼统预期2025年放量。但HSU-001等中小型UUV或已批量列装，而超大型UUV仍在定型或小批量阶段。不同环节的<strong class="text-yellow-300">业绩兑现节奏会存在差异</strong>。</li>
|
||
<li><strong class="text-white">价值链分配的预期差：</strong>当前市场对弹性最大的环节认知集中在<strong class="text-green-400">钛材</strong>。但UUV电子元件价值占比高达29%-40%，未来掌握<strong class="text-blue-400">核心信息处理、自主控制算法</strong>的企业，其利润弹性和壁垒可能超越单纯的材料供应商。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 3. 催化剂与发展路径 -->
|
||
<section class="glass-card rounded-3xl p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-400 pl-4">关键催化剂与未来发展路径</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h3 class="font-orbitron text-lg font-bold text-white mb-3">近期催化剂 (未来3-6个月)</h3>
|
||
<ul class="space-y-2 list-decimal list-inside">
|
||
<li><strong>“93阅兵”细节披露：</strong>确认重点采购方向。</li>
|
||
<li><strong>福建舰海试新进展：</strong>倒逼水下护航编队加速建设。</li>
|
||
<li><strong>核心公司订单公告：</strong>验证行业景气度的最直接证据。</li>
|
||
<li><strong>关键技术产品发布：</strong>如中科海讯“水下GPU芯片”，引爆“水下AI”想象空间。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-orbitron text-lg font-bold text-white mb-3">长期发展路径</h3>
|
||
<ol class="space-y-3">
|
||
<li><strong class="text-cyan-300">第一阶段 (当前-2027)：平台快速列装。</strong>解决“有没有”的问题。产业链重点在<strong class="text-green-400">上游材料(钛合金)</strong>和<strong class="text-yellow-400">核心部件(声呐、动力)</strong>。</li>
|
||
<li><strong class="text-cyan-300">第二阶段 (2027-2030)：体系初步建成。</strong>解决“体系化”的问题。机会向<strong class="text-blue-400">信息系统、数据处理、水下通信</strong>转移。</li>
|
||
<li><strong class="text-cyan-300">第三阶段 (2030以后)：智能化集群作战。</strong>解决“智能化”的问题。<strong class="text-indigo-400">AI算法、自主决策、水下能源</strong>成为核心。</li>
|
||
</ol>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 4. 产业链与核心公司 -->
|
||
<section>
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-400 pl-4 text-center md:text-left">产业链与核心公司深度剖析</h2>
|
||
<div class="bento-grid">
|
||
<div class="bento-item glass-card col-span-6 md:col-span-2 flex flex-col justify-center items-center text-center">
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-2">中国海防 (600764)</h3>
|
||
<p class="text-cyan-300 text-lg font-semibold">体系内的“全科冠军”</p>
|
||
<p class="mt-4 text-sm">水声电子防务龙头，业务覆盖全链条，确定性最高。其关联交易额132%的增长预测是板块景气度风向标。</p>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-6 md:col-span-2 flex flex-col justify-center items-center text-center">
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-2">中科海讯 (300810)</h3>
|
||
<p class="text-cyan-300 text-lg font-semibold">“水下AI”的“卖铲人”</p>
|
||
<p class="mt-4 text-sm">卡位“水下算力”核心赛道，向上UUV整机，向下“水下GPU”芯片，想象空间巨大。逻辑兑现关键看芯片发布。</p>
|
||
</div>
|
||
<div class="bento-item glass-card col-span-6 md:col-span-2 flex flex-col justify-center items-center text-center">
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-2">西部材料 (002149)</h3>
|
||
<p class="text-cyan-300 text-lg font-semibold">需求放量的“纯粹弹性标的”</p>
|
||
<p class="mt-4 text-sm">核心逻辑是水下装备对钛合金需求呈倍数级增长。逻辑清晰，业绩直接受益于下游放量，弹性可期。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 5. 风险与挑战 -->
|
||
<section class="glass-card rounded-3xl p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold text-red-400 mb-6 border-l-4 border-red-500 pl-4">潜在风险与挑战</h2>
|
||
<div class="grid md:grid-cols-3 gap-6">
|
||
<div class="p-4 border border-slate-700 rounded-xl">
|
||
<h4 class="font-bold text-lg text-red-300">技术风险</h4>
|
||
<ul class="list-disc list-inside mt-2 text-sm space-y-1">
|
||
<li>水下通信物理瓶颈 (带宽窄、时延长)</li>
|
||
<li>UUV长航时动力能源问题</li>
|
||
<li>大规模集群自主协同AI算法鲁棒性</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-slate-700 rounded-xl">
|
||
<h4 class="font-bold text-lg text-red-300">商业化与列装风险</h4>
|
||
<ul class="list-disc list-inside mt-2 text-sm space-y-1">
|
||
<li>订单落地不及预期或推迟</li>
|
||
<li>高性能UUV造价高昂，大规模列装的经济可承受性</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-slate-700 rounded-xl">
|
||
<h4 class="font-bold text-lg text-red-300">信息交叉验证风险</h4>
|
||
<ul class="list-disc list-inside mt-2 text-sm space-y-1">
|
||
<li>新闻、路演、研报观点高度一致，可能存在“回音室”效应</li>
|
||
<li>市场或因信息同质化形成过度乐观的一致性预期</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 6. 综合结论 -->
|
||
<section class="glass-card rounded-3xl p-8">
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 mb-6 border-l-4 border-cyan-400 pl-4">综合结论与投资启示</h2>
|
||
<p class="mb-6">“军工水面水下作战”概念已从主题炒作<strong class="text-yellow-300">步入由明确订单预期驱动的基本面投资阶段</strong>。其长期增长逻辑坚实，是未来5-10年国防现代化建设中确定性最高的增量方向之一。</p>
|
||
<h4 class="font-bold text-lg text-white mb-4">最具投资价值的细分环节：</h4>
|
||
<div class="grid md:grid-cols-3 gap-6 text-center">
|
||
<div class="p-4 bg-slate-800/50 rounded-xl border border-blue-500/50">
|
||
<p class="font-orbitron text-blue-300 text-lg">核心使能技术</p>
|
||
<p class="text-sm mt-1">水下“AI+算力”，具备最高科技壁垒和价值潜力 (GPU、算法)</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-xl border border-green-500/50">
|
||
<p class="font-orbitron text-green-300 text-lg">关键上游材料</p>
|
||
<p class="text-sm mt-1">装备性能跨越的物质基础，需求增长确定性高 (高性能钛合金)</p>
|
||
</div>
|
||
<div class="p-4 bg-slate-800/50 rounded-xl border border-cyan-500/50">
|
||
<p class="font-orbitron text-cyan-300 text-lg">无人平台 (UUV)</p>
|
||
<p class="text-sm mt-1">新质作战力量核心载体，市场空间广阔，处在爆发前夜 (整机制造商)</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 支撑材料 -->
|
||
<section class="space-y-4">
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 text-center">核心支撑材料</h2>
|
||
<div x-data="{ open: '' }">
|
||
<div class="collapse collapse-plus glass-card rounded-2xl mb-4">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'news' ? '' : 'news')" />
|
||
<div class="collapse-title text-xl font-medium text-white">新闻数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-sm">
|
||
<li><strong>核心事件：</strong>93阅兵将“水下作战”列为重点，仅次于无人智能，UUV成交叉环节核心。</li>
|
||
<li><strong>战略重要性：</strong>水下攻防关乎国门安全，是新域新质核心方向，中美水下建设差距巨大，我方建设迫在眉睫。</li>
|
||
<li><strong>核心装备：</strong>UUV研制呈井喷态势（HSU-001、CSSC-705、UUV-300系列），全球首艘高速可潜无人艇“蓝鲸号”下水。</li>
|
||
<li><strong>核心技术：</strong>中科海讯将发布水下GPU芯片；中国海防为水声电子龙头；西部材料为钛合金核心供应商。</li>
|
||
<li><strong>市场前景：</strong>2025年被认为是批产拐点，关联交易额（中国海防+132%，中国船舶+629%）佐证高景气预期。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl mb-4">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'roadshow' ? '' : 'roadshow')" />
|
||
<div class="collapse-title text-xl font-medium text-white">路演数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-sm">
|
||
<li><strong>战略背景：</strong>福建舰下水驱动水下护航需求升级，水下作战正经历“0到1”弹性增长，订单增速30-50%。</li>
|
||
<li><strong>发展方向：</strong>无人化、智能化、深海化、体系化。构建一体化作战网络。</li>
|
||
<li><strong>机动装备：</strong>下一代核潜艇或采用综合电推+无轴泵推，钛合金应用将显著增加。UUV是“力量倍增器”，费效比高，HSU001有望批量列装。</li>
|
||
<li><strong>固定装备：</strong>发展类似美国“海德拉”的水下预置武器系统和海底监听网络。</li>
|
||
<li><strong>核心技术：</strong>声呐系统是核心，向低频大功率、集成化发展。钛合金是“海洋金属”。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card rounded-2xl">
|
||
<input type="radio" name="my-accordion-3" @click="open = (open === 'research' ? '' : 'research')" />
|
||
<div class="collapse-title text-xl font-medium text-white">研报数据摘要</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside space-y-2 p-4 text-sm">
|
||
<li><strong>UUV专题：</strong>UUV是新质作战装备，可执行情报侦察、反水雷/布雷、反潜、水下伏击等多样化任务。美军已组建两支UUV中队。</li>
|
||
<li><strong>水声装备专题：</strong>海战形态正向信息化（多域联合、无人集群）转变，美海军无人平台占比规划高达70%。水声技术是水下作战的底层支撑。</li>
|
||
<li><strong>体系构成：</strong>水下攻防体系由UUV（攻击/机动）、海底监听网络（传感）、潜艇平台（指控）等构成。</li>
|
||
<li><strong>产业格局：</strong>我国声呐产业集中于中船集团（715所），中国海防拥有国内唯一全体系科研生产能力。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 涨幅异动分析 -->
|
||
<section>
|
||
<h2 class="font-orbitron text-2xl font-bold text-cyan-300 text-center mb-6">相关个股异动解析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-orbitron font-bold text-lg text-white">国科军工 (688543) <span class="text-green-400 ml-2 text-base">+5.52% on 2025-08-04</span></h3>
|
||
<p class="text-sm mt-3 text-slate-400">上涨原因为多重因素共振：<strong class="text-cyan-300">军工板块整体走强</strong>、国防部强调<strong class="text-cyan-300">无人智能作战体系</strong>、公司作为<strong class="text-yellow-300">P系列导弹固体发动机独家供应商</strong>的核心优势，以及从“部件”到“系统总装”的业务升级预期和阅兵催化。</p>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-orbitron font-bold text-lg text-white">长城军工 (601606) <span class="text-green-400 ml-2 text-base">+10.0% on 2025-08-07</span></h3>
|
||
<p class="text-sm mt-3 text-slate-400">涨停系三大催化叠加：<strong class="text-cyan-300">军贸出口</strong>（巴基斯坦列装直-10ME）、<strong class="text-cyan-300">航母产业链</strong>（福建舰模拟放飞）、<strong class="text-cyan-300">无人作战体系</strong>（陆军“蜂群-狼群”演习）。公司弹药产品精准契合三大主题。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- 股票数据 -->
|
||
<section class="space-y-8">
|
||
<h2 class="font-orbitron text-3xl font-bold text-cyan-300 text-center">核心标的池</h2>
|
||
|
||
<!-- 钛材料 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-4">上游核心材料：钛合金</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="bg-transparent text-white">股票名称</th>
|
||
<th class="bg-transparent text-white">代码</th>
|
||
<th class="bg-transparent text-white">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b-0">
|
||
<td>宝钛股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600456" target="_blank" class="text-cyan-400 hover:underline">600456</a></td>
|
||
<td>2024年钛产品58.76亿，占营收88.26%；军工钛材龙头</td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>西部超导</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688122" target="_blank" class="text-cyan-400 hover:underline">688122</a></td>
|
||
<td>2024年钛产品27.52亿，占营收59.66%</td>
|
||
</tr>
|
||
<tr class="border-b-0">
|
||
<td>西部材料</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002149" target="_blank" class="text-cyan-400 hover:underline">002149</a></td>
|
||
<td>2024年钛产品21.05亿，占营收71.46%，水下装备钛材核心供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td>宝色股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300402" target="_blank" class="text-cyan-400 hover:underline">300402</a></td>
|
||
<td>控股股东宝钛集团，公司提供深潜器附属装备等产品</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 无人船/UUV -->
|
||
<div>
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-4">中游核心平台：无人船艇 / UUV</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="bg-transparent text-white">股票名称</th>
|
||
<th class="bg-transparent text-white">代码</th>
|
||
<th class="bg-transparent text-white">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b-0"><td>中科海讯</td><td><a href="https://valuefrontier.cn/company?scode=300810" target="_blank" class="text-cyan-400 hover:underline">300810</a></td><td>已完成系列口径UUV（无人水下航行器）的研制</td></tr>
|
||
<tr class="border-b-0"><td>国瑞科技</td><td><a href="https://valuefrontier.cn/company?scode=300600" target="_blank" class="text-cyan-400 hover:underline">300600</a></td><td>无人船项目的重要参研方</td></tr>
|
||
<tr class="border-b-0"><td>天海防务</td><td><a href="https://valuefrontier.cn/company?scode=300008" target="_blank" class="text-cyan-400 hover:underline">300008</a></td><td>特种无人船艇已形成订单</td></tr>
|
||
<tr class="border-b-0"><td>天和防务</td><td><a href="https://valuefrontier.cn/company?scode=300397" target="_blank" class="text-cyan-400 hover:underline">300397</a></td><td>水下无人自主航行器（AUV）系列、水下爬壁机器人</td></tr>
|
||
<tr class="border-b-0"><td>江龙船艇</td><td><a href="https://valuefrontier.cn/company?scode=300589" target="_blank" class="text-cyan-400 hover:underline">300589</a></td><td>5G-AI智能无人艇研发项目</td></tr>
|
||
<tr><td>四方股份</td><td><a href="https://valuefrontier.cn/company?scode=601126" target="_blank" class="text-cyan-400 hover:underline">601126</a></td><td>2016年11月四方无人船SeaFly-01参展珠海航展</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 水声探测 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-4">核心使能技术：水声探测 & 导航</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table">
|
||
<thead>
|
||
<tr class="border-b border-slate-700">
|
||
<th class="bg-transparent text-white">股票名称</th><th class="bg-transparent text-white">代码</th><th class="bg-transparent text-white">核心逻辑</th><th class="bg-transparent text-white">分类</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b-0"><td>中国海防</td><td><a href="https://valuefrontier.cn/company?scode=600764" target="_blank" class="text-cyan-400 hover:underline">600764</a></td><td>水下信息获取/探测/通信/对抗/导航系统及设备</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>中科海讯</td><td><a href="https://valuefrontier.cn/company?scode=300810" target="_blank" class="text-cyan-400 hover:underline">300810</a></td><td>声呐装备领域相关产品，自研水下GPU</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>科思科技</td><td><a href="https://valuefrontier.cn/company?scode=688788" target="_blank" class="text-cyan-400 hover:underline">688788</a></td><td>产品有望深度集成于无人潜艇；声呐相关算法研究</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>长盈通</td><td><a href="https://valuefrontier.cn/company?scode=688143" target="_blank" class="text-cyan-400 hover:underline">688143</a></td><td>水听器敏感环</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>集智股份</td><td><a href="https://valuefrontier.cn/company?scode=300553" target="_blank" class="text-cyan-400 hover:underline">300553</a></td><td>智能声学传感技术</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>海兰信</td><td><a href="https://valuefrontier.cn/company?scode=300065" target="_blank" class="text-cyan-400 hover:underline">300065</a></td><td>舰船上的VDR/通导设备/雷达</td><td>水声探测</td></tr>
|
||
<tr class="border-b-0"><td>理工导航</td><td><a href="https://valuefrontier.cn/company?scode=688282" target="_blank" class="text-cyan-400 hover:underline">688282</a></td><td>已有产品应用于无人船导航</td><td>导航</td></tr>
|
||
<tr><td>星网宇达</td><td><a href="https://valuefrontier.cn/company?scode=002829" target="_blank" class="text-cyan-400 hover:underline">002829</a></td><td>无人艇领域取得突破，某型无人艇完成验收交付</td><td>导航</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 中船系及其他 -->
|
||
<div>
|
||
<h3 class="font-orbitron text-xl font-bold text-white mb-4">中船系及产业链其他</h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table">
|
||
<thead><tr class="border-b border-slate-700"><th class="bg-transparent text-white">股票名称</th><th class="bg-transparent text-white">代码</th><th class="bg-transparent text-white">核心逻辑</th><th class="bg-transparent text-white">分类</th></tr></thead>
|
||
<tbody>
|
||
<tr class="border-b-0"><td>中国船舶</td><td><a href="https://valuefrontier.cn/company?scode=600150" target="_blank" class="text-cyan-400 hover:underline">600150</a></td><td>中船系，舰艇总装平台</td><td>中船系</td></tr>
|
||
<tr class="border-b-0"><td>中国重工</td><td>-</td><td>中船系，舰艇总装平台</td><td>中船系</td></tr>
|
||
<tr class="border-b-0"><td>中船防务</td><td><a href="https://valuefrontier.cn/company?scode=600685" target="_blank" class="text-cyan-400 hover:underline">600685</a></td><td>中船系，舰艇总装平台</td><td>中船系</td></tr>
|
||
<tr class="border-b-0"><td>中国动力</td><td><a href="https://valuefrontier.cn/company?scode=600482" target="_blank" class="text-cyan-400 hover:underline">600482</a></td><td>中船系，海军动力系统总成</td><td>中船系</td></tr>
|
||
<tr class="border-b-0"><td>电科数字</td><td><a href="https://valuefrontier.cn/company?scode=600850" target="_blank" class="text-cyan-400 hover:underline">600850</a></td><td>子公司柏飞电子智能算力产品应用于无人船自动驾驶</td><td>其他</td></tr>
|
||
<tr><td>智明达</td><td><a href="https://valuefrontier.cn/company?scode=688636" target="_blank" class="text-cyan-400 hover:underline">688636</a></td><td>技术已应用于舰载及无人艇相关装备</td><td>其他</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center py-8 px-4 text-xs text-slate-600">
|
||
<p>本报告由价小前投研AI Agent生成，所有信息均来自公开数据，不构成任何投资建议。</p>
|
||
<p>© 2024 北京价值前沿科技有限公司. All Rights Reserved.</p>
|
||
</footer>
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('transaction-growth-chart');
|
||
var myChart = echarts.init(chartDom, 'dark'); // Use 'dark' theme
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
title: {
|
||
text: '核心企业关联交易额预计同比增长 (2025年)',
|
||
subtext: '数据源：新闻/路演纪要',
|
||
left: 'center',
|
||
textStyle: {
|
||
color: '#cbd5e1' // slate-300
|
||
},
|
||
subtextStyle: {
|
||
color: '#94a3b8' // slate-400
|
||
}
|
||
},
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
formatter: '{b}: {c}%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'value',
|
||
boundaryGap: [0, 0.01],
|
||
axisLabel: {
|
||
formatter: '{value}%',
|
||
color: '#94a3b8'
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(148, 163, 184, 0.2)'
|
||
}
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'category',
|
||
data: ['中国海防 (对船舶集团)', '中国船舶 (与719所)'],
|
||
axisLabel: {
|
||
color: '#e2e8f0' // slate-200
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '同比增长率',
|
||
type: 'bar',
|
||
data: [132, 629],
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#06b6d4' }, // cyan-500
|
||
{ offset: 1, color: '#3b82f6' } // blue-500
|
||
])
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{c}%',
|
||
color: '#e2e8f0'
|
||
}
|
||
}
|
||
]
|
||
};
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |