585 lines
43 KiB
HTML
585 lines
43 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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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>飞行汽车eVTOL - 深度概念分析</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Exo+2:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Exo 2', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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radial-gradient(at 52% 99%, hsla(355, 98%, 76%, 0.1) 0px, transparent 50%),
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radial-gradient(at 10% 29%, hsla(256, 96%, 68%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 96%, hsla(38, 60%, 74%, 0.1) 0px, transparent 50%),
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radial-gradient(at 33% 50%, hsla(222, 67%, 73%, 0.1) 0px, transparent 50%),
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radial-gradient(at 79% 53%, hsla(343, 68%, 79%, 0.1) 0px, transparent 50%);
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(20, 18, 38, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(128, 128, 128, 0.15);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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background: rgba(30, 28, 58, 0.6);
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border: 1px solid rgba(128, 128, 128, 0.3);
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transform: translateY(-5px);
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}
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.bento-grid {
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display: grid;
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grid-gap: 1.5rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(132, 142, 255, 0.6), 0 0 16px rgba(132, 142, 255, 0.4);
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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}
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.timeline::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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bottom: 0;
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width: 2px;
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background: linear-gradient(to bottom, #4f46e5, #9333ea, transparent);
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}
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.timeline-item {
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position: relative;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: -2.4rem;
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top: 0.5rem;
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width: 1rem;
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height: 1rem;
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border-radius: 50%;
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background-color: #a78bfa;
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border: 3px solid #141226;
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box-shadow: 0 0 10px #a78bfa;
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}
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.main-container {
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max-width: 1600px;
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margin: 0 auto;
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}
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</style>
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</head>
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<body class="p-4 sm:p-8">
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<div class="main-container">
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<header class="text-center mb-12">
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<h1 class="text-4xl sm:text-6xl font-bold mb-4 glow-text bg-clip-text text-transparent bg-gradient-to-br from-indigo-300 via-purple-300 to-pink-300">
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飞行汽车 (eVTOL) 概念深度研报
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</h1>
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<p class="text-sm text-gray-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main x-data="{ activeTab: 'insight' }">
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<div class="tabs tabs-boxed bg-black/30 backdrop-blur-sm justify-center mb-8">
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<a class="tab tab-lg" :class="{ 'tab-active': activeTab === 'insight' }" @click.prevent="activeTab = 'insight'">核心洞察 (Insight)</a>
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<a class="tab tab-lg" :class="{ 'tab-active': activeTab === 'data' }" @click.prevent="activeTab = 'data'">支撑数据源</a>
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<a class="tab tab-lg" :class="{ 'tab-active': activeTab === 'stocks' }" @click.prevent="activeTab = 'stocks'">产业链核心标的</a>
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</div>
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<!-- Insight Section -->
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<div x-show="activeTab === 'insight'" x-transition>
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<div class="grid grid-cols-1 md:grid-cols-3 lg:grid-cols-4 gap-6 mb-6">
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<!-- Core View -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-4">
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<h2 class="text-2xl font-bold mb-3 text-purple-300 glow-text">核心观点摘要</h2>
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<p class="text-gray-300">飞行汽车（eVTOL）正处于从概念导入期向商业化试点期过渡的关键阶段。其核心驱动力源于国家战略层面的强力政策支持与新能源汽车、无人机产业技术溢出的双重叠加。未来潜力巨大，但短期商业化将聚焦于<strong class="text-cyan-300">旅游观光、应急物流</strong>等特定B/G端场景，距离大规模城市空中交通（UAM）和个人消费（To C）仍有较长发展路径。</p>
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</div>
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<!-- Market Size Chart -->
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<div class="glass-card rounded-3xl p-6 md:col-span-2">
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<h3 class="text-xl font-bold mb-2 text-purple-300 glow-text">中国eVTOL市场规模预测 (亿元)</h3>
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<div id="marketSizeChart" class="h-64"></div>
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</div>
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<!-- Value Chain Chart -->
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<div class="glass-card rounded-3xl p-6 md:col-span-1">
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<h3 class="text-xl font-bold mb-2 text-purple-300 glow-text">eVTOL核心价值链占比</h3>
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<div id="valueChainChart" class="h-64"></div>
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</div>
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<!-- Technology Route Chart -->
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<div class="glass-card rounded-3xl p-6 md:col-span-1">
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<h3 class="text-xl font-bold mb-2 text-purple-300 glow-text">全球eVTOL构型分布</h3>
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<div id="techRouteChart" class="h-64"></div>
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</div>
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<!-- Development Timeline -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">概念发展关键事件</h2>
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<div class="timeline space-y-6">
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2021年</p>
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<p class="text-sm text-gray-300">《国家综合立体交通网规划纲要》首次将低空经济纳入国家规划。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2023年10月-12月</p>
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<p class="text-sm text-gray-300">亿航EH216-S获全球首张TC证；中央经济工作会议将低空经济列为战略性新兴产业。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2024年2月-4月</p>
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<p class="text-sm text-gray-300">峰飞完成全球首条跨海航线演示；亿航获全球首张PC证；政府工作报告定调“新增长引擎”。</p>
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</div>
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<div class="timeline-item">
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<p class="font-semibold text-indigo-300">2024年至今</p>
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<p class="text-sm text-gray-300">小鹏获海外大单，万辆级工厂试产；宁德时代发布500Wh/kg凝聚态电池；发改委低空经济司挂牌。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic & Analysis -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">核心逻辑与市场认知</h2>
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<div class="space-y-4">
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<div>
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<h4 class="font-bold text-cyan-300">核心驱动力</h4>
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<ul class="list-disc list-inside text-sm text-gray-300 mt-1 space-y-1">
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<li><strong class="text-gray-200">政策驱动 (根本保障):</strong> 自上而下的国家战略，从顶层设计到地方补贴，扫清制度障碍。</li>
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<li><strong class="text-gray-200">技术成熟度 (可行性基础):</strong> 深度整合中国领先的新能源车(三电)与无人机(飞控)产业链。</li>
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<li><strong class="text-gray-200">商业化前景 (长期价值):</strong> 解决城市拥堵痛点，重构交通格局，具备万亿级赛道潜力。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-cyan-300">预期差分析</h4>
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<ul class="list-disc list-inside text-sm text-gray-300 mt-1 space-y-1">
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<li><strong class="text-gray-200">商业化节奏:</strong> 市场期待2025年全面爆发，但现实是“有限场景”试点先行，大规模运营仍需时间。</li>
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<li><strong class="text-gray-200">产品形态:</strong> 市场混淆“飞行汽车”与“eVTOL”，纯eVTOL（To B/G）商业化会早于陆空两栖（To C）。</li>
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<li><strong class="text-gray-200">成本经济性:</strong> 理论成本优势显著，但初期售价仍高，经济性依赖于规模化和无人驾驶，短期优势不突出。</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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<!-- Catalysts & Path -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-4">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">催化剂与发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-bold text-cyan-300 mb-3">近期催化剂 (3-6个月)</h3>
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<ul class="space-y-2 text-gray-300">
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<li class="flex items-start"><span class="text-purple-300 mr-2">▶</span> 运营资质突破：亿航智能OC运营合格证的获批。</li>
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<li class="flex items-start"><span class="text-purple-300 mr-2">▶</span> 头部产品落地：小鹏汇天“陆地航母”开启预定。</li>
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<li class="flex items-start"><span class="text-purple-300 mr-2">▶</span> 关键标准发布：民航局细分领域适航审定指南出台。</li>
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<li class="flex items-start"><span class="text-purple-300 mr-2">▶</span> 标志性订单/航线：更多商业化航线开通及大额订单。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-bold text-cyan-300 mb-3">长期发展路径</h3>
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<ol class="space-y-3 text-gray-300">
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<li><strong class="text-purple-300">2024-2026 (试点商业化):</strong> B/G端场景（旅游、物流）小规模运营，首批OC证书发放。</li>
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<li><strong class="text-purple-300">2026-2030 (规模化扩张):</strong> UAM网络在核心城市群形成，运营成本显著下降。</li>
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<li><strong class="text-purple-300">2030+ (大众化应用):</strong> 电池、自动驾驶技术成熟，个人C端飞行汽车出现。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- Core Player Comparison -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-4">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">核心玩家对比</h2>
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<div class="grid grid-cols-1 sm:grid-cols-3 gap-6">
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<div class="border border-indigo-500/30 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-indigo-300">亿航智能 (领导者)</h4>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-gray-200">优势:</strong> 全球唯一“三证齐全”，先发优势明显，商业化路径最清晰。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-gray-200">风险:</strong> 多旋翼技术护城河相对较低，航程速度受限，长期面临高阶技术降维打击。</p>
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</div>
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<div class="border border-purple-500/30 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-purple-300">小鹏汇天 (高潜力追赶者)</h4>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-gray-200">优势:</strong> 背靠小鹏汽车，具品牌和制造潜力，“陆空两栖”模式想象空间大。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-gray-200">风险:</strong> 技术/认证难度极高，长春碰撞事故暴露风险，C端市场接受度未知。</p>
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</div>
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<div class="border border-pink-500/30 rounded-2xl p-4">
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<h4 class="font-bold text-lg text-pink-300">万丰奥威 (稳健跨界者)</h4>
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<p class="text-sm text-gray-300 mt-2"><strong class="text-gray-200">优势:</strong> 通过收购钻石飞机掌握成熟的通航飞机设计、制造和适航经验。</p>
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<p class="text-sm text-gray-300 mt-1"><strong class="text-gray-200">风险:</strong> 核心技术依赖海外，自主可控存疑，切入eVTOL节奏相对较慢。</p>
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</div>
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</div>
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</div>
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<!-- Risks and Conclusion -->
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">潜在风险与挑战</h2>
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<ul class="space-y-2 text-sm text-gray-300">
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<li><strong>技术风险:</strong> 电池能量密度瓶颈制约航程载荷；高密度飞行下的安全冗余验证标准极高。</li>
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<li><strong>商业化风险:</strong> 初期成本高昂，基础设施缺失，公众接受度需要长期培养。</li>
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<li><strong>政策与竞争风险:</strong> 空域管理开放程度不及预期；赛道竞争加剧挤压利润。</li>
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<li><strong>信息交叉验证风险:</strong> 产业链各环节价值占比、国内技术水平等关键数据在不同信源中存在矛盾。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 md:col-span-3 lg:col-span-2">
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<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">综合结论与投资启示</h2>
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<p class="mb-3 text-gray-300">概念已进入由政策驱动、头部企业兑现里程碑的<strong>早期基本面驱动阶段</strong>，但仍处于业绩兑现前的成长故事期。</p>
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<h4 class="font-bold text-cyan-300 mb-2">最具投资价值的细分环节：</h4>
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<ol class="list-decimal list-inside space-y-1 text-sm text-gray-300">
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<li><strong>核心零部件/材料 (确定性最高):</strong> 如动力系统、轻量化材料/3D打印、航空级电池。</li>
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<li><strong>适航认证与测试服务 (“卖水者”):</strong> 所有主机厂的刚需，随行业同步增长。</li>
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<li><strong>已取证的整机厂 (高风险高回报):</strong> 先发优势可能带来超额收益，但也承担单一公司经营风险。</li>
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</ol>
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</div>
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</div>
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</div>
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<!-- Supporting Data Section -->
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<div x-show="activeTab === 'data'" x-transition>
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<div class="glass-card rounded-3xl p-6" x-data="{ subTab: 'news' }">
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<div class="tabs tabs-boxed bg-black/30 backdrop-blur-sm justify-center mb-6">
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<a class="tab" :class="{'tab-active': subTab === 'news'}" @click.prevent="subTab = 'news'">市场动态 (新闻)</a>
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<a class="tab" :class="{'tab-active': subTab === 'roadshow'}" @click.prevent="subTab = 'roadshow'">机构调研 (路演)</a>
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<a class="tab" :class="{'tab-active': subTab === 'report'}" @click.prevent="subTab = 'report'">深度研报</a>
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</div>
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<div class="prose prose-invert max-w-none prose-h3:text-purple-300 prose-strong:text-cyan-300">
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<div x-show="subTab === 'news'">
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<h3>一、 企业动态与产品进展</h3>
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<h4>小鹏汇天 (Xpeng Huitian)</h4>
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<ul>
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<li><strong>产品与量产</strong>: 目标2026年量产交付分体式飞行汽车“陆地航母”，广州万辆级工厂2025年Q3竣工，预计2025年10月取证。</li>
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<li><strong>海外市场</strong>: 获阿联酋特许飞行证，并获中东地区首批600台订单。</li>
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<li><strong>供应链</strong>: 与多家公司在驱动电机、零部件等领域建立合作。</li>
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<li><strong>事故信息</strong>: 长春航展彩排中发生碰撞，一架eVTOL着陆时起火，或影响交付计划。</li>
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</ul>
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<h4>亿航智能 (EHang)</h4>
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<ul>
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<li><strong>产品与认证</strong>: EH216-S已获TC、AC、PC三证，是唯一具备量产资质的公司，OC取证临近。在泰国、上海完成首飞。</li>
|
||
<li><strong>技术突破</strong>: 完成全球首次eVTOL固态电池飞行试验，续航提升60%-90%。</li>
|
||
<li><strong>合作</strong>: 与长安汽车签订飞行汽车合作协议。</li>
|
||
</ul>
|
||
<h4>广汽集团 (GAC)</h4>
|
||
<ul>
|
||
<li><strong>产品与认证</strong>: 飞行汽车GOVE、GOVYAirJet均获特许飞行证，后者计划2026年下半年量产交付。</li>
|
||
<li><strong>品牌发布</strong>: 将于12月18日发布飞行汽车新品牌及复合翼新机型。</li>
|
||
</ul>
|
||
<h4>其他企业</h4>
|
||
<ul>
|
||
<li><strong>长安汽车</strong>: 计划2026年前推出飞行汽车产品，与亿航智能合作。</li>
|
||
<li><strong>峰飞航空</strong>: 在日本完成首飞，获宁德时代投资。</li>
|
||
<li><strong>吉利沃飞长空</strong>: AE200预计2026年前后完成TC取证。</li>
|
||
</ul>
|
||
<h3>二、 技术与供应链</h3>
|
||
<ul>
|
||
<li><strong>电池技术</strong>: 宁德时代凝聚态电池备受关注，投资峰飞；亿航智能在固态电池领域取得突破。</li>
|
||
<li><strong>电机电控</strong>: 机构测算“三电”价值量占比高达70%，英搏尔为亿航独供电驱。</li>
|
||
</ul>
|
||
<h3>三、 政策与法规</h3>
|
||
<ul>
|
||
<li><strong>地方政策</strong>: 北京丰台、四川等地出台高额补贴政策，支持整机及关键部件研制。</li>
|
||
<li><strong>海外动态</strong>: 泰国计划开放飞行测试，日本大阪世博会放弃商用飞行，改为示范飞行。</li>
|
||
</ul>
|
||
<h3>四、 市场与行业趋势</h3>
|
||
<ul>
|
||
<li><strong>市场规模</strong>: 机构预计国内eVTOL稳态市场规模超2000亿，年复合增长率达52%。</li>
|
||
<li><strong>行业观点</strong>: 产业或迎爆发周期，头部主机厂订单陆续落地，应用顺序预计为货运 -> 固定点对点载人 -> 个人C端。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="subTab === 'roadshow'">
|
||
<h3>核心观点提炼</h3>
|
||
<h4>市场空间与商业化</h4>
|
||
<ul>
|
||
<li><strong>市场预测</strong>: 摩根士丹利预测中国eVTOL市场2030年达1883亿元。国内稳态市场规模超2000亿元（观光683亿、通勤208亿、整机1260亿）。</li>
|
||
<li><strong>商业化路径</strong>: 短期（2024-2025）聚焦景区接驳、医疗救援、物流；中长期（2026后）发展城市空中交通（UAM）。</li>
|
||
<li><strong>商业化瓶颈</strong>: 亿航EH216定价238万元，与二手直升机相比价格优势不显著；人均GDP需达5万美元才可能爆发。</li>
|
||
</ul>
|
||
<h4>技术路线与产业链</h4>
|
||
<ul>
|
||
<li><strong>技术路线</strong>: 主流方案为复合翼（占比47%），多旋翼（亿航）灵活但续航短，倾转旋翼（小鹏）性能优但技术复杂。</li>
|
||
<li><strong>价值构成</strong>: 核心部件价值占比：电机(40%)、机体结构(25%)、航电/飞控(20%)、电池(10-40%，数据有分歧)。</li>
|
||
<li><strong>电池瓶颈</strong>: 能量密度是核心挑战，目标500Wh/kg。宁德时代凝聚态电池是关键突破。</li>
|
||
</ul>
|
||
<h4>适航认证与政策</h4>
|
||
<ul>
|
||
<li><strong>取证路径</strong>: TC（型号合格证）→ PC（生产许可证）→ AC（单机适航证）→ OC（运营证）。亿航智能是全球首家“三证齐全”企业。</li>
|
||
<li><strong>政策驱动</strong>: 低空经济被列为战略性新兴产业，地方政府补贴覆盖研发、取证、运营全链条。空域改革（拟设G/W非管制空域）是关键。</li>
|
||
</ul>
|
||
<h4>产业链机遇</h4>
|
||
<ul>
|
||
<li><strong>3D打印</strong>: 轻量化需求巨大，铂力特与小鹏汇天合作，零部件减重超30%。</li>
|
||
<li><strong>适航检测</strong>: 三证均需检测，广电计量等检测公司受益。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="subTab === 'report'">
|
||
<h3>一、eVTOL定义、概念与分类</h3>
|
||
<ul>
|
||
<li><strong>核心定义</strong>: 电动垂直起降飞行器，是飞行汽车的核心技术。通常指的飞行汽车也是eVTOL。</li>
|
||
<li><strong>核心优势</strong>: 对比直升机，具备低噪音、低成本、高安全性的特点。</li>
|
||
<li><strong>技术构型</strong>: 多旋翼（亿航，适合短途）、复合翼（峰飞，主流方案）、倾转旋翼（Joby/小鹏，性能最优但最复杂）。</li>
|
||
</ul>
|
||
<h3>二、战略意义与发展前景</h3>
|
||
<ul>
|
||
<li><strong>国家战略</strong>: 被定位为“战略性新兴产业”和“新增长引擎”，是低空经济的核心。</li>
|
||
<li><strong>发展阶段</strong>: 1.0 (2025年) 载物及限定场景载人 -> 2.0 (2035年) 载人商业化 -> 3.0 (2050年前) 大众化应用。</li>
|
||
</ul>
|
||
<h3>三、市场规模与商业化</h3>
|
||
<ul>
|
||
<li><strong>市场空间</strong>: 摩根士丹利预测2040年全球城市空中交通产业规模将达1.5万亿美元。中国2030年有望达2万亿元。</li>
|
||
<li><strong>商业化进展</strong>: 2025年可能是商业元年。亿航EH216-S获全球首张TC和PC证，已开启商业交付。</li>
|
||
</ul>
|
||
<h3>四、技术路线与核心系统</h3>
|
||
<ul>
|
||
<li><strong>价值量拆分</strong>: 推进系统(电机)40%、机体结构25%、航电与飞控20%、电池10%。</li>
|
||
<li><strong>核心技术要求</strong>: 电池能量密度（目标500Wh/kg）、电机功率密度（目标3.7kW/kg）、飞控系统（灾难性事故概率<10⁻⁹）。</li>
|
||
</ul>
|
||
<h3>五、产业链与核心企业</h3>
|
||
<ul>
|
||
<li><strong>上游</strong>: 电池(宁德时代)、电机(卧龙电驱)、材料(中复神鹰)、3D打印(铂力特)。</li>
|
||
<li><strong>中游(整机)</strong>: 亿航智能(已取证)、小鹏汇天、峰飞航空、吉利沃飞长空等。</li>
|
||
<li><strong>下游(应用)</strong>: 旅游、物流、通勤、应急救援。</li>
|
||
</ul>
|
||
<h3>六、挑战、风险与发展趋势</h3>
|
||
<ul>
|
||
<li><strong>核心挑战</strong>: 电池能量密度瓶颈、空域管理规则滞后、基础设施缺失、公众接受度。</li>
|
||
<li><strong>发展趋势</strong>: 电动化、轻量化、智能化深度融合；“航空+汽车+能源”跨界协作；政策引导生态构建。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stocks Section -->
|
||
<div x-show="activeTab === 'stocks'" x-transition>
|
||
<div class="glass-card rounded-3xl p-6 mb-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">产业链核心标的梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra table-sm">
|
||
<thead class="text-base text-cyan-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>关联逻辑</th>
|
||
<th>关联主机厂</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from F503789D-05AF-4B40-82B8-6C425D1F7140.jpg -->
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002708" target="_blank" class="link link-hover">光洋股份 (002708)</a></td><td>飞行汽车X3项目已获得定点，完成A样交样</td><td>小鹏汇天</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002984" target="_blank" class="link link-hover">森麒麟 (002984)</a></td><td>飞行汽车轮胎项目配套资格</td><td>小鹏汇天</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002735" target="_blank" class="link link-hover">王子新材 (002735)</a></td><td>控股(85%)宁波新荣，与小鹏汇天合作</td><td>小鹏汇天</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=301398" target="_blank" class="link link-hover">星源卓镁 (301398)</a></td><td>前期技术论证</td><td>小鹏汇天</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=000420" target="_blank" class="link link-hover">吉林化纤 (000420)</a></td><td>合作方中国恒瑞供应碳纤维</td><td>亿航智能</td></tr>
|
||
<tr><td>*ST西域</td><td>合资公司西域青鸟，拟开展低空游览项目</td><td>亿航智能</td></tr>
|
||
<tr><td>岭南股份</td><td>战略合作，飞行器文旅产业应用</td><td>亿航智能</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002085" target="_blank" class="link link-hover">万丰奥威 (002085)</a></td><td>钻石eDA40纯电动飞机已成功首飞</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002023" target="_blank" class="link link-hover">海特高新 (002023)</a></td><td>交付了国内首台eVTOL模拟机</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=300975" target="_blank" class="link link-hover">商络电子 (300975)</a></td><td>参股(14.6%)亿维特航空，将于2023年年底前后首飞</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=002097" target="_blank" class="link link-hover">山河智能 (002097)</a></td><td>参股(13%)山河星航，参与飞行汽车项目</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=000099" target="_blank" class="link link-hover">中信海直 (000099)</a></td><td>已与国内外多家eVTOL公司建立合作关系</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=688070" target="_blank" class="link link-hover">纵横股份 (688070)</a></td><td>eVTOL技术储备</td><td>自研</td></tr>
|
||
<tr><td><a href="https://valuefrontier.cn/company?scode=603950" target="_blank" class="link link-hover">长源东谷 (603950)</a></td><td>公告获得国内某知名飞行汽车公司的定点开发通知书</td><td>定点开发</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-purple-300 glow-text">相关个股异动涨幅分析</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra table-sm">
|
||
<thead class="text-base text-cyan-200">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th class="w-2/3">核心异动逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from 涨幅分析补充 -->
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002101" target="_blank" class="link link-hover">广东鸿图 (002101)</a></td>
|
||
<td>2025-09-10</td>
|
||
<td><span class="badge badge-success">+9.98%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> “低空经济”政策订单双催化，手握小鹏汇天eVTOL及农用无人机结构件定点，叠加沪深皖千亿产业规划，资金将其从传统汽零切换至0→1低空赛道重新定价。</p>
|
||
<p><strong>驱动概念:</strong> 低空经济+eVTOL+一体化压铸</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300681" target="_blank" class="link link-hover">英搏尔 (300681)</a></td>
|
||
<td>2025-09-24</td>
|
||
<td><span class="badge badge-success">+6.71%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> 受2025深圳eVTOL产业发展大会催化，低空经济概念整体异动拉升。公司在电动车辆电气系统领域的技术积累，使其被市场归类为低空经济概念股，叠加融资资金买入，共同推动上涨。</p>
|
||
<p><strong>驱动概念:</strong> 低空经济+电气系统</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603308" target="_blank" class="link link-hover">应流股份 (603308)</a></td>
|
||
<td>2025-07-17</td>
|
||
<td><span class="badge badge-success">+10.01%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> Joby迪拜60亿美元eVTOL订单催化，公司作为航空级钛合金/高温合金结构件稀缺供应商被资金抢筹。叠加军工、高温合金涨价共振，确认其航空级结构件量产稀缺性。</p>
|
||
<p><strong>驱动概念:</strong> eVTOL航空结构件+高温合金</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300644" target="_blank" class="link link-hover">南京聚隆 (300644)</a></td>
|
||
<td>2025-07-17</td>
|
||
<td><span class="badge badge-error text-white">+20.01%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> 工信部毫米波雷达新规叠加中东10亿美元eVTOL大单，触发资金对公司“毫米波雷达用PEEK复材+eVTOL机身复材”稀缺业务的再定价，形成20CM涨停。</p>
|
||
<p><strong>驱动概念:</strong> PEEK材料+eVTOL+毫米波雷达</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002196" target="_blank" class="link link-hover">方正电机 (002196)</a></td>
|
||
<td>2025-11-11</td>
|
||
<td><span class="badge badge-success">+9.98%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> 小鹏飞行汽车及机器人关节模组订单落地，同步配套小鹏飞行汽车eVTOL电驱系统，叠加政策催化，资金对2026年业绩爆发预期一次性重定价。</p>
|
||
<p><strong>驱动概念:</strong> 人形机器人+飞行汽车电驱</p>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600110" target="_blank" class="link link-hover">诺德股份 (600110)</a></td>
|
||
<td>2025-06-19</td>
|
||
<td><span class="badge badge-success">+10.12%</span></td>
|
||
<td class="prose prose-sm prose-invert max-w-none">
|
||
<p><strong>核心结论:</strong> 受固态电池概念火热催化。公司自主研发的固态电池用耐高温铜箔已向头部电池厂商送样，并已应用于头部厂商发布的eVTOL产品中。</p>
|
||
<p><strong>驱动概念:</strong> 固态电池+锂电铜箔+eVTOL</p>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
|
||
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|
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|
||
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|
||
const axisLineStyle = { lineStyle: { color: '#4a5568' } };
|
||
const splitLineStyle = { lineStyle: { color: '#2d3748' } };
|
||
|
||
// Market Size Chart Option
|
||
const marketSizeOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: { trigger: 'axis', backgroundColor: 'rgba(20, 18, 38, 0.8)', borderColor: '#4a5568', textStyle },
|
||
grid: gridStyle,
|
||
xAxis: { type: 'category', data: ['2023', '2024(E)', '2025(E)', '2030(E)'], axisLabel: textStyle, axisLine: axisLineStyle },
|
||
yAxis: { type: 'value', name: '亿元', nameTextStyle: textStyle, axisLabel: textStyle, axisLine: axisLineStyle, splitLine: splitLineStyle },
|
||
series: [{
|
||
name: '市场规模',
|
||
type: 'bar',
|
||
data: [9.8, 17.2, 434, 1883],
|
||
itemStyle: {
|
||
borderRadius: [5, 5, 0, 0],
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#8b5cf6' },
|
||
{ offset: 1, color: '#6366f1' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
itemStyle: {
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: '#a78bfa' },
|
||
{ offset: 1, color: '#818cf8' }
|
||
])
|
||
}
|
||
}
|
||
}]
|
||
};
|
||
|
||
// Value Chain Chart Option
|
||
const valueChainOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: { trigger: 'item', backgroundColor: 'rgba(20, 18, 38, 0.8)', borderColor: '#4a5568', textStyle },
|
||
legend: { show: false },
|
||
series: [{
|
||
name: '价值链占比',
|
||
type: 'pie',
|
||
radius: ['50%', '80%'],
|
||
avoidLabelOverlap: false,
|
||
label: { show: true, position: 'inside', formatter: '{b}\n{d}%', color: '#fff', fontSize: 10 },
|
||
emphasis: { label: { show: true, fontSize: 12, fontWeight: 'bold' } },
|
||
data: [
|
||
{ value: 40, name: '电机' },
|
||
{ value: 25, name: '机体结构' },
|
||
{ value: 20, name: '航电/飞控' },
|
||
{ value: 10, name: '电池' },
|
||
{ value: 5, name: '其他' }
|
||
].sort((a,b)=> a.value - b.value),
|
||
itemStyle: {
|
||
borderRadius: 8,
|
||
borderColor: '#141226',
|
||
borderWidth: 4
|
||
},
|
||
color: ['#1e40af', '#4f46e5', '#7c3aed', '#a855f7', '#d946ef']
|
||
}]
|
||
};
|
||
|
||
// Technology Route Chart Option
|
||
const techRouteOption = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: { trigger: 'axis', axisPointer: { type: 'shadow' }, backgroundColor: 'rgba(20, 18, 38, 0.8)', borderColor: '#4a5568', textStyle },
|
||
grid: { top: '10%', bottom: '15%', left: '25%', right: '5%' },
|
||
xAxis: { type: 'value', show: false, splitLine: { show: false } },
|
||
yAxis: { type: 'category', data: ['多旋翼', '倾转旋翼', '复合翼'], axisLabel: textStyle, axisLine: { show: false }, axisTick: { show: false }},
|
||
series: [{
|
||
name: '占比',
|
||
type: 'bar',
|
||
data: [23, 30, 47],
|
||
label: { show: true, position: 'right', formatter: '{c}%', color: '#e0e0e0' },
|
||
itemStyle: {
|
||
borderRadius: 5,
|
||
color: new echarts.graphic.LinearGradient(1, 0, 0, 0, [
|
||
{ offset: 0, color: '#22d3ee' },
|
||
{ offset: 1, color: '#a78bfa' }
|
||
])
|
||
}
|
||
}]
|
||
};
|
||
|
||
|
||
// Set options
|
||
marketSizeChart.setOption(marketSizeOption);
|
||
valueChainChart.setOption(valueChainOption);
|
||
techRouteChart.setOption(techRouteOption);
|
||
|
||
// Resize charts on window resize
|
||
window.addEventListener('resize', function () {
|
||
marketSizeChart.resize();
|
||
valueChainChart.resize();
|
||
techRouteChart.resize();
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |