589 lines
58 KiB
HTML
589 lines
58 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>深度研报 | 深海经济：星辰大海，万亿蓝海新纪元</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.0/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=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', 'PingFang SC', 'Microsoft YaHei', sans-serif;
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background-color: #020617;
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background-image:
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radial-gradient(at 20% 20%, hsla(212, 90%, 50%, 0.15) 0px, transparent 50%),
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radial-gradient(at 80% 20%, hsla(280, 80%, 55%, 0.1) 0px, transparent 50%),
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radial-gradient(at 80% 80%, hsla(190, 95%, 60%, 0.15) 0px, transparent 50%),
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radial-gradient(at 20% 80%, hsla(340, 80%, 60%, 0.1) 0px, transparent 50%);
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overflow-x: hidden;
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background: rgba(15, 23, 42, 0.6);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(56, 189, 248, 0.1);
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border-radius: 1.5rem; /* 极致圆角 */
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transition: all 0.3s ease-in-out;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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border-color: rgba(56, 189, 248, 0.3);
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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.bento-item {
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grid-column: span 12; /* Default for mobile */
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font-size: 1.5rem;
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font-weight: 700;
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color: #f0f9ff;
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padding-bottom: 0.5rem;
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border-bottom: 1px solid rgba(56, 189, 248, 0.2);
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margin-bottom: 1.5rem;
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display: flex;
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align-items: center;
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.section-title svg {
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margin-right: 0.75rem;
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.fade-in {
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animation: fadeIn 1.5s ease-in-out forwards;
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@keyframes fadeIn {
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from { opacity: 0; transform: translateY(20px); }
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to { opacity: 1; transform: translateY(0); }
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.prose {
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color: #cbd5e1;
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.prose h1, .prose h2, .prose h3, .prose h4 {
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color: #e2e8f0;
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.prose strong {
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.prose a {
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.prose blockquote {
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border-left-color: #38bdf8;
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color: #94a3b8;
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.stock-table th {
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background-color: rgba(30, 41, 59, 0.8) !important;
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color: #93c5fd;
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border-bottom: 1px solid rgba(56, 189, 248, 0.1) !important;
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.stock-table tr:hover td {
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background-color: rgba(30, 41, 59, 0.5) !important;
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header -->
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<header class="text-center mb-12 fade-in">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-sky-300 via-purple-400 to-sky-300 pb-2">
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深海经济：万亿蓝海新纪元
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</h1>
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<p class="text-slate-400 mt-4 max-w-3xl mx-auto">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 荣誉呈现。本报告基于多源数据AI合成，旨在提供深度分析视角，投资决策需谨慎。
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</p>
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</header>
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<!-- Main Bento Grid -->
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<main class="bento-grid">
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<!-- Insight: Core View -->
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<section class="bento-item bento-item-span-12 glass-card p-6 md:p-8 fade-in" style="animation-delay: 200ms;">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
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核心观点：从主题到基本面，从“炒地图”到“挖宝藏”
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</h2>
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<div class="prose max-w-none">
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<blockquote>
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深海经济是在“海洋强国”与“新质生产力”顶层战略驱动下，由政策强力催化，从科研探索迈向产业化元年的战略性新兴产业。其核心驱动力源于<b>国家安全（海权博弈）</b>与<b>经济增长（资源开发）</b>的双重需求。当前，概念正处于<b>主题导入期与基本面验证初期的叠加阶段</b>。短期看政策催化下的“卖铲人”（核心装备与材料），长期看资源开发与数字海洋的巨大商业化潜力。
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</blockquote>
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</div>
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</section>
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<!-- Insight: Core Logic -->
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<section class="bento-item bento-item-span-8 glass-card p-6 md:p-8 fade-in" style="animation-delay: 400ms;">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" /></svg>
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三大支柱：支撑概念崛起的核心驱动力
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h3 class="font-bold text-sky-300 text-lg mb-2">国家意志与政策顶层设计</h3>
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<p class="text-slate-400 text-sm">政府工作报告“首次写入”，与商业航天、低空经济并列，共享“军民融合、以民促军”底层逻辑，确保了发展的长期性与确定性。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h3 class="font-bold text-sky-300 text-lg mb-2">资源安全与经济新引擎</h3>
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<p class="text-slate-400 text-sm">深海是地球最后的资源宝库，开发矿产（钴、镍）和能源（可燃冰、油气）对保障产业链安全至关重要。超3万亿市场预期，是经济增长的“新质生产力”。</p>
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</div>
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<div class="p-4 border border-slate-700 rounded-xl bg-slate-900/50">
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<h3 class="font-bold text-sky-300 text-lg mb-2">国防安全与地缘政治博弈</h3>
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<p class="text-slate-400 text-sm">深海具备“以深制浅、以深制海”非对称军事优势，是未来大国海权博弈的战略制高点。发展UUV、海底观测网是构建“新域新质作战力量”的现实需要。</p>
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</div>
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</div>
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</section>
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<!-- Market Scale Chart -->
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<section class="bento-item bento-item-span-4 glass-card p-6 fade-in" style="animation-delay: 500ms;">
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<h2 class="section-title text-xl">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M11 3.055A9.001 9.001 0 1020.945 13H11V3.055z" /></svg>
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市场规模展望
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</h2>
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<div id="market-chart" class="w-full h-48"></div>
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</section>
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<!-- Insight: Expectation Gap -->
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<section class="bento-item bento-item-span-6 glass-card p-6 md:p-8 fade-in" style="animation-delay: 600ms;">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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预期差分析：宏大叙事与现实节奏
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</h2>
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<ul class="space-y-4 text-slate-300">
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<li class="flex items-start">
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<svg class="w-5 h-5 mr-3 mt-1 text-amber-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd"></path></svg>
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<div>
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<span class="font-semibold text-white">商业化进程：</span>
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市场可能高估短期业绩兑现速度。深海采矿技术落后美国约5年，可燃冰黄金开采期预计在2030年后。
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</div>
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</li>
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<li class="flex items-start">
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<svg class="w-5 h-5 mr-3 mt-1 text-amber-400 flex-shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd"></path></svg>
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<div>
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<span class="font-semibold text-white">技术自主化：</span>
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“奋斗者”号等成就显著，但在工业软件、核心设备（水下生产系统国产化率<30%）、高端传感器等领域仍存“卡脖子”风险。
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</div>
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</li>
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</ul>
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</section>
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<!-- Insight: Development Path -->
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<section class="bento-item bento-item-span-6 glass-card p-6 md:p-8 fade-in" style="animation-delay: 700ms;">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17.657 18.657A8 8 0 016.343 7.343S7 9 9 10c0-2 .5-5 2.986-7.C14 5 16.09 5.777 17.656 7.343A8 8 0 0117.657 18.657z" /></svg>
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“三步走”发展路径与催化剂
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</h2>
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<ol class="relative border-l border-sky-600/50 ml-2">
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<li class="mb-6 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-800">
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<svg class="w-3 h-3 text-sky-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h3 class="flex items-center mb-1 text-lg font-semibold text-white">近期 (1-3年): 装备与材料先行</h3>
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<p class="text-sm font-normal text-slate-400">核心是“深海进入”与“深海探测”。机会集中在“卖铲子”环节：UUV、特种材料（钛合金）、海底光缆、水声设备等。</p>
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<p class="text-xs mt-1 text-cyan-400">催化剂：国家/地方产业规划细则、重大示范项目清单。</p>
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</li>
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<li class="mb-6 ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-800">
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<svg class="w-3 h-3 text-sky-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h3 class="mb-1 text-lg font-semibold text-white">中期 (3-10年): 资源与能源开发爆发</h3>
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<p class="text-sm font-normal text-slate-400">“深海开发”进入实质阶段。焦点转向深海油气、漂浮式风电、可燃冰试采、深海矿产开发。</p>
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<p class="text-xs mt-1 text-cyan-400">催化剂：“深海一号”二期投产、首个商业化采矿项目获批。</p>
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</li>
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<li class="ml-6">
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<span class="absolute flex items-center justify-center w-6 h-6 bg-sky-900 rounded-full -left-3 ring-8 ring-slate-800">
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<svg class="w-3 h-3 text-sky-300" aria-hidden="true" xmlns="http://www.w3.org/2000/svg" fill="currentColor" viewBox="0 0 20 20"><path d="M20 4a2 2 0 0 0-2-2h-2V1a1 1 0 0 0-2 0v1h-3V1a1 1 0 0 0-2 0v1H6V1a1 1 0 0 0-2 0v1H2a2 2 0 0 0-2 2v2h20V4Z"/><path d="M0 18a2 2 0 0 0 2 2h16a2 2 0 0 0 2-2V8H0v10Zm5-8h10a1 1 0 0 1 0 2H5a1 1 0 0 1 0-2Z"/></svg>
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</span>
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<h3 class="mb-1 text-lg font-semibold text-white">远期 (10年以上): 数字与生物经济下海</h3>
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<p class="text-sm font-normal text-slate-400">深海成为新蓝海。海底数据中心(UDC)、海洋大数据、海洋生物医药、深海基因库等成为新增长极。</p>
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<p class="text-xs mt-1 text-cyan-400">催化剂：核心技术国产化突破、UDC成本曲线下降。</p>
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</li>
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</ol>
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</section>
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<!-- Key Player Comparison -->
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<section class="bento-item bento-item-span-12 glass-card p-6 md:p-8 fade-in" style="animation-delay: 800ms;">
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<h2 class="section-title">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 4.354a4 4 0 110 5.292M15 21H3v-1a6 6 0 0112 0v1zm0 0h6v-1a6 6 0 00-9-5.197M15 21v-2a4 4 0 00-4-4H9a4 4 0 00-4 4v2" /></svg>
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核心玩家深度剖析
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</h2>
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<div class="overflow-x-auto">
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<table class="table w-full stock-table">
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<thead>
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<tr>
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<th>公司</th>
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<th>核心逻辑与优势</th>
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<th>纯粹性</th>
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<th>风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold text-white">宝钛股份</td>
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<td><span class="badge badge-info badge-outline mr-2">材料领导者</span>为“蛟龙号”、“奋斗者”号提供核心钛合金载人舱材料，技术壁垒极高，深度绑定国家重大深海项目。</td>
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<td><div class="badge badge-accent">高</div></td>
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<td>军品订单波动性；钛材价格周期性影响。</td>
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</tr>
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<tr>
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<td class="font-bold text-white">中国海防</td>
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<td><span class="badge badge-info badge-outline mr-2">水声国家队</span>水声信息传输装备技术核心，参与“蛟龙号”项目。在深海探测与国防应用中地位稳固，是信息感知环节的龙头。</td>
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<td><div class="badge badge-accent">高</div></td>
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<td>军工行业估值波动；技术迭代速度。</td>
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</tr>
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<tr>
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<td class="font-bold text-white">时代电气</td>
|
||
<td><span class="badge badge-info badge-outline mr-2">机器人追赶者</span>通过收购英国SMD公司切入深海机器人领域，具备国际领先技术，是A股中稀缺的深海作业机器人标的。</td>
|
||
<td><div class="badge badge-warning">中</div></td>
|
||
<td>主业为轨交设备，深海业务收入占比尚需提升。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">海兰信</td>
|
||
<td><span class="badge badge-info badge-outline mr-2">新基建开拓者</span>聚焦海底数据中心（UDC）创新商业模式，技术路径清晰（利用海水降温），且已有商用项目落地。</td>
|
||
<td><div class="badge badge-success">中高</div></td>
|
||
<td>UDC市场尚处培育期，大规模商业化和盈利能力待验证。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">中国船舶</td>
|
||
<td><span class="badge badge-info badge-outline mr-2">全产业链巨头</span>业务覆盖设计、总装、核心设备等全链条，是深海装备的“集大成者”，受益于造船业景气周期。</td>
|
||
<td><div class="badge badge-error">低</div></td>
|
||
<td>业务庞杂，深海业务弹性被整体业务稀释。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section x-data="{ tab: 'core' }" class="bento-item bento-item-span-12 glass-card p-6 md:p-8 fade-in" style="animation-delay: 900ms;">
|
||
<div class="flex flex-col sm:flex-row justify-between items-start sm:items-center mb-6">
|
||
<h2 class="section-title !mb-2 sm:!mb-6">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 17v-2m3 2v-4m3 4v-6m2 10H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" /></svg>
|
||
产业链相关标的梳理
|
||
</h2>
|
||
<div class="tabs tabs-boxed bg-slate-800/80">
|
||
<a class="tab" :class="{'tab-active !text-white': tab === 'core'}" @click="tab = 'core'">核心标的</a>
|
||
<a class="tab" :class="{'tab-active !text-white': tab === 'rise'}" @click="tab = 'rise'">涨幅异动分析</a>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Core Stocks Table -->
|
||
<div x-show="tab === 'core'" class="overflow-x-auto max-h-[60rem]">
|
||
<table class="table w-full stock-table table-sm sm:table-md">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- JS will populate this -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<!-- Rise Analysis -->
|
||
<div x-show="tab === 'rise'" class="space-y-4">
|
||
<!-- JS will populate this -->
|
||
</div>
|
||
|
||
</section>
|
||
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('market-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
tooltip: {
|
||
trigger: 'item',
|
||
formatter: '{b}<br/>{c} 万亿元',
|
||
backgroundColor: 'rgba(2, 6, 23, 0.8)',
|
||
borderColor: '#0ea5e9',
|
||
textStyle: { color: '#e2e8f0' }
|
||
},
|
||
legend: {
|
||
show: false
|
||
},
|
||
series: [
|
||
{
|
||
name: '海洋经济规模',
|
||
type: 'pie',
|
||
radius: ['50%', '80%'],
|
||
avoidLabelOverlap: false,
|
||
itemStyle: {
|
||
borderRadius: 10,
|
||
borderColor: '#0f172a',
|
||
borderWidth: 2
|
||
},
|
||
label: {
|
||
show: true,
|
||
position: 'center',
|
||
formatter: '总规模\n>13万亿',
|
||
color: '#f0f9ff',
|
||
fontSize: 18,
|
||
fontWeight: 'bold'
|
||
},
|
||
emphasis: {
|
||
label: {
|
||
show: true,
|
||
fontSize: 20,
|
||
fontWeight: 'bold'
|
||
}
|
||
},
|
||
labelLine: {
|
||
show: false
|
||
},
|
||
data: [
|
||
{
|
||
value: 3.25,
|
||
name: '深海科技产业 (2025E)',
|
||
itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{offset: 0, color: '#38bdf8'}, {offset: 1, color: '#0ea5e9'}])}
|
||
},
|
||
{
|
||
value: 13 - 3.25,
|
||
name: '其他海洋经济 (2025E)',
|
||
itemStyle: { color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [{offset: 0, color: '#334155'}, {offset: 1, color: '#1e293b'}])}
|
||
},
|
||
],
|
||
color: ['#38bdf8', '#334155']
|
||
}
|
||
]
|
||
};
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Data Processing and Rendering
|
||
const stockData = {
|
||
"250313": [
|
||
{"stock": "宝色股份","reason": "开发了深海用高强度钛合金大型耐压结构件等产品。配合完成“蛟龙号”潜水器钛合金框架维修工作","其他标签": "材料供应","stock_code": "300402"},
|
||
{"stock": "天力复合","reason": "宝色、宝钛钛复合材料核心供应商","其他标签": "材料供应","stock_code": "920576"},
|
||
{"stock": "派克新材","reason": "涉及深海装备用大型薄壁高筒钛合金锻件研发，船舶铸件业务占比较小","其他标签": "材料供应","stock_code": "605123"},
|
||
{"stock": "钢研高纳","reason": "提供深海耐蚀高温合金，核心客户为中国船舶集团，市场份额超80%，解决深海装备高压高腐蚀环境下的材料需求。铸造高温合金制品收入占7成","其他标签": "材料供应","stock_code": "300034"},
|
||
{"stock": "西部材料","reason": "布局钛合金在深海UUV（无人水下航行器）及深海空间站的应用，重点型号卡位核心。钛制品收入占7-8成","其他标签": "材料供应","stock_code": "002149"},
|
||
{"stock": "宝钛股份","reason": "4500米潜水器钛合金载人球壳制造技术荣获2018年度中国有色金属工业科学技术奖一等奖","其他标签": "材料供应","stock_code": "600456"},
|
||
{"stock": "亚星锚链","reason": "全球系泊链霸主，国内唯一量产R6级系泊链企业，市占率超40%，应用于FPSO、海风单桩等。船用链及附件收入占比7成多","其他标签": "材料供应","stock_code": "601890"},
|
||
{"stock": "昊华科技","reason": "国内仅有的具有整船配套涂料研制能力的企业，产品可运用于全方面的船舶涂料","其他标签": "材料供应","stock_code": "600378"},
|
||
{"stock": "中国船舶","reason": "其子公司702所是蛟龙号的核心设计单位","其他标签": "载人深潜","stock_code": "600150"},
|
||
{"stock": "新研股份","reason": "控股子公司明日宇航承制蛟龙号主承力舱","其他标签": "载人深潜"},
|
||
{"stock": "中国海防","reason": "水声信息传输装备技术参与了“蛟龙号”国家重大研究专项的试验","其他标签": "载人深潜","stock_code": "600764"},
|
||
{"stock": "中钢天源","reason": "异型钢丝主要用于“蛟龙号”为代表的大型压力机嵌和，模具弹簧","其他标签": "载人深潜","stock_code": "002057"},
|
||
{"stock": "海兰信","reason": "海兰劳雷为“蛟龙号”提供CALEYA型架系统","其他标签": "载人深潜","stock_code": "300065"},
|
||
{"stock": "宝钛股份","reason": "为“奋斗者”号提供载人舱钛合金材料","其他标签": "载人深潜","stock_code": "600456"},
|
||
{"stock": "佛山照明","reason": "为“奋斗者”号提供万米级LED深海照明装备，深海灯光系统显著提升了“蛟龙号”探测范围和搜寻能力","其他标签": "载人深潜","stock_code": "000541"},
|
||
{"stock": "明月镜片","reason": "为“奋斗者”号潜水器提供远洋航行偏光太阳镜和潜泳多效护目镜","其他标签": "载人深潜","stock_code": "301101"},
|
||
{"stock": "东方海洋","reason": "官网有销售东方海洋深海鳕鱼胶原蛋白肽","其他标签": "资源开发","stock_code": "002086"},
|
||
{"stock": "深水海纳","reason": "子公司海纳智慧物联致力于海洋环境在线监测与探测装备、海洋工程智能装备等产品研产与服务","其他标签": "资源开发","stock_code": "300961"},
|
||
{"stock": "迪威尔","reason": "产品主要包括深海油气水下开采设备、页岩气压裂设备等专用承压件为主的系列产品","其他标签": "资源开发","stock_code": "688377"},
|
||
{"stock": "獐子岛","reason": "聚焦海洋牧场建设。研发海洋牧场智能养殖平台","其他标签": "资源开发","stock_code": "002069"},
|
||
{"stock": "大地海洋","reason": "危险废物资源化处理，间接保护海洋环境","其他标签": "资源开发","stock_code": "301068"},
|
||
{"stock": "巨力索具","reason": "自主研发R6级系泊链，打破国外垄断，深度参与“深海一号”二期工程和可燃冰开采装备商业化","其他标签": "资源开发","stock_code": "002342"},
|
||
{"stock": "海洋王","reason": "生产舰船灯具、电气、救生消防产品及船用阀门","其他标签": "零部件","stock_code": "002724"},
|
||
{"stock": "派克新材","reason": "涉及深海装备用大型薄壁高筒钛合金锻件研发","其他标签": "零部件","stock_code": "605123"},
|
||
{"stock": "海默科技","reason": "水下多相流量计产品已应用到“我国首个深水高压气田‘深海一号’二期天然气开发项目”","其他标签": "零部件","stock_code": "300084"},
|
||
{"stock": "中科星图","reason": "专注于气象海洋防灾减灾、卫星遥感数据接收处理等软硬件研发","其他标签": "零部件","stock_code": "688568"},
|
||
{"stock": "神开股份","reason": "聚焦深地、深海、空天等新质生产力领域","其他标签": "零部件","stock_code": "002278"},
|
||
{"stock": "中航光电","reason": "加速布局深海装备等重要领域","其他标签": "零部件","stock_code": "002179"},
|
||
{"stock": "必创科技","reason": "全资子公司无锡必创中标深海装备多功能试验水池实验室机械与动力设备系统","其他标签": "零部件","stock_code": "300667"},
|
||
{"stock": "海锅股份","reason": "生产深海工程设备等高品质钢锻件及关键组件","其他标签": "零部件","stock_code": "301063"},
|
||
{"stock": "海兰信","reason": "子公司欧特海洋定位于深海工程装备、系统和运营服务公司，专业从事水下有人、无人作业装备的研发、试制、生产以及海洋工程服务等业务，是载人常压潜水系统和专业海底设备方面的全球领先者","其他标签": "深海装备","stock_code": "300065"},
|
||
{"stock": "久之洋","reason": "产品应用于深海遥感、水下成像及环境监测","其他标签": "深海装备","stock_code": "300516"},
|
||
{"stock": "中国海防","reason": "拥有深海养殖智能系统装备、海洋智能装备等系统","其他标签": "深海装备","stock_code": "600764"},
|
||
{"stock": "东方电缆","reason": "海陆缆核心供应商，未来向“更高的电压等级、更远的传输距离、更远的深海距离”方向研发","其他标签": "深海装备","stock_code": "603606"},
|
||
{"stock": "中天科技","reason": "已形成以海底观测网、近海小型观测站等产品，广泛应用于海洋科学、海洋牧场等领域","其他标签": "深海装备","stock_code": "600522"},
|
||
{"stock": "中国船舶","reason": "主营海洋运输装备、深海装备及舰船修理改装等","其他标签": "深海装备","stock_code": "600150"},
|
||
{"stock": "中国重工","reason": "主要业务涵盖海洋防务及海洋开发装备、深海装备及舰船修理改装等","其他标签": "深海装备"},
|
||
{"stock": "中科海讯","reason": "研制的水下无人自主航行器主要应用于水下探测、测量等领域","其他标签": "深海装备","stock_code": "300810"},
|
||
{"stock": "佳讯飞鸿","reason": "参股公司臻迪科技涵盖水下机器人，可用于海洋勘探、国防安全等领域","其他标签": "深海机器人","stock_code": "300213"},
|
||
{"stock": "时代电气","reason": "2015年收购英国深海机器人知名供应商SMD，公司海工装备主要包括深海作业机器人、海底挖沟铺缆产品、甲板及海底采矿等产品","其他标签": "深海机器人","stock_code": "688187"},
|
||
{"stock": "坤博精工","reason": "主营包括海工装备，光纤拖缆快速切割装置的研发将积极融入到海洋工程产业链","其他标签": "深海机器人","stock_code": "920570"},
|
||
{"stock": "方正阀门","reason": "向中海油销售的产品主要用于FPSO（海上浮式生产储卸油装置）、海上钻井平台等深海、浅海海域及边际油田的开发等领域","其他标签": "北交所","stock_code": "920082"},
|
||
{"stock": "克莱特","reason": "主营包括海洋工程和舰船风机","其他标签": "北交所","stock_code": "920689"}
|
||
],
|
||
"250320": [
|
||
{"stock": "宝色股份","reason": "开发了深海用高强度钛合金大型耐压结构件等产品。配合完成“蛟龙号”潜水器钛合金框架维修工作。","其他标签": "材料供应","stock_code": "300402"},
|
||
{"stock": "天力复合","reason": "宝色、宝钛钛复合材料核心供应商。","其他标签": "材料供应","stock_code": "920576"},
|
||
{"stock": "派克新材","reason": "涉及深海装备用大型薄壁高筒钛合金锻件研发，船舶铸件业务占比较小。","其他标签": "材料供应","stock_code": "605123"},
|
||
{"stock": "钢研高纳","reason": "提供深海耐蚀高温合金，核心客户为中国船舶集团，市场份额超80%，解决深海装备高压高腐蚀环境下的材料需求。铸造高温合金制品收入占7成。","其他标签": "材料供应","stock_code": "300034"},
|
||
{"stock": "西部材料","reason": "布局钛合金在深海UUV（无人水下航行器）及深海空间站的应用，重点型号卡位核心。钛制品收入占7-8成。","其他标签": "材料供应","stock_code": "002149"},
|
||
{"stock": "宝钛股份","reason": "4500米潜水器钛合金载人球壳制造技术荣获2018年度中国有色金属工业科学技术奖一等奖。","其他标签": "材料供应","stock_code": "600456"},
|
||
{"stock": "赛福天","reason": "公司是《深海勘探用钢丝绳》国家标准的主要起草单位，全资子公司建峰索具中标海洋石油工程公司的钢丝绳、吊带及索具连接件购置项目。","其他标签": "材料供应","stock_code": "603028"},
|
||
{"stock": "亚星锚链","reason": "全球系泊链霸主，国内唯一量产R6级系泊链企业，市占率超40%，应用于FPSO、海风单桩等。船用链及附件收入占比7成多。","其他标签": "材料供应","stock_code": "601890"},
|
||
{"stock": "昊华科技","reason": "国内仅有的具有整船配套涂料研制能力的企业，产品可运用于全方面的船舶涂料。","其他标签": "材料供应","stock_code": "600378"},
|
||
{"stock": "中国船舶","reason": "其子公司702所是蛟龙号的核心设计单位。","其他标签": "载人深潜","stock_code": "600150"},
|
||
{"stock": "新研股份","reason": "控股子公司明日宇航承制蛟龙号主承力舱。","其他标签": "载人深潜"},
|
||
{"stock": "中国海防","reason": "水声信息传输装备技术参与了“蛟龙号”国家重大研究专项的试验。","其他标签": "载人深潜","stock_code": "600764"},
|
||
{"stock": "中钢天源","reason": "异型钢丝主要用于“蛟龙号”为代表的大型压力机嵌和，模具弹簧。","其他标签": "载人深潜","stock_code": "002057"},
|
||
{"stock": "海兰信","reason": "海兰劳雷为“蛟龙号”提供CALEYA型架系统。","其他标签": "载人深潜","stock_code": "300065"},
|
||
{"stock": "宝钛股份","reason": "为“奋斗者”号提供载人舱钛合金材料。","其他标签": "载人深潜","stock_code": "600456"},
|
||
{"stock": "佛山照明","reason": "为“奋斗者”号提供万米级LED深海照明装备，深海灯光系统显著提升了“蛟龙号”探测范围和搜寻能力。","其他标签": "载人深潜","stock_code": "000541"},
|
||
{"stock": "明月镜片","reason": "为“奋斗者”号潜水器提供远洋航行偏光太阳镜和潜泳多效护目镜。","其他标签": "载人深潜","stock_code": "301101"},
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||
{"stock": "东方海洋","reason": "官网有销售东方海洋深海鳕鱼胶原蛋白肽。","其他标签": "资源开发","stock_code": "002086"},
|
||
{"stock": "开创国际","reason": "公司已基本形成海洋捕捞、食品加工等结构格局，区域包括东南太平洋、南极海域等地区。","其他标签": "资源开发","stock_code": "600097"},
|
||
{"stock": "深水海纳","reason": "子公司海纳智慧物联致力于海洋环境在线监测与探测装备、海洋工程智能装备等产品研产与服务。","其他标签": "资源开发","stock_code": "300961"},
|
||
{"stock": "迪威尔","reason": "产品主要包括深海油气水下开采设备、页岩气压裂设备等专用承压件为主的系列产品。","其他标签": "资源开发","stock_code": "688377"},
|
||
{"stock": "獐子岛","reason": "聚焦海洋牧场建设。研发海洋牧场智能养殖平台。","其他标签": "资源开发","stock_code": "002069"},
|
||
{"stock": "大地海洋","reason": "危险废物资源化处理，间接保护海洋环境。","其他标签": "资源开发","stock_code": "301068"},
|
||
{"stock": "巨力索具","reason": "自主研发R6级系泊链，打破国外垄断，深度参与“深海一号”二期工程和可燃冰开采装备商业化。","其他标签": "零部件","stock_code": "002342"},
|
||
{"stock": "海洋王","reason": "生产舰船灯具、电气、救生消防产品及船用阀门。","其他标签": "零部件","stock_code": "002724"},
|
||
{"stock": "派克新材","reason": "涉及深海装备用大型薄壁高筒钛合金锻件研发。","其他标签": "零部件","stock_code": "605123"},
|
||
{"stock": "海默科技","reason": "水下多相流量计产品已应用到“我国首个深水高压气田深海一号二期天然气开发项目”。","其他标签": "零部件","stock_code": "300084"},
|
||
{"stock": "中科星图","reason": "专注于气象海洋防灾减灾、卫星遥感数据接收处理等软硬件研发。","其他标签": "零部件","stock_code": "688568"},
|
||
{"stock": "神开股份","reason": "聚焦深地、深海、空天等新质生产力领域。","其他标签": "零部件","stock_code": "002278"},
|
||
{"stock": "永达股份","reason": "生产锻件用于海洋工程装备如海洋钻井平台、大型起重船、铺管船及港口机械的爬升齿轮、支撑轴等部位。","其他标签": "零部件","stock_code": "001239"},
|
||
{"stock": "大连重工","reason": "石油钻井平台专用起重机用于超万吨海上石油钻井平台、船舶等海工装备设施的吊装建造。","其他标签": "零部件","stock_code": "002204"},
|
||
{"stock": "中航光电","reason": "加速布局深海装备等重要领域。","其他标签": "零部件","stock_code": "002179"},
|
||
{"stock": "潜能恒信","reason": "与山东海洋合作发挥双方在油气勘探开发海上钻井平台运营管理等方面的优势。","其他标签": "零部件","stock_code": "300191"},
|
||
{"stock": "天海防务","reason": "公司设计的饱和潜水支持船（DSV）、设计及建造海洋测量船、大型起重船等项目均为深海工程船舶装备。","其他标签": "深海装备","stock_code": "300008"},
|
||
{"stock": "必创科技","reason": "全资子公司无锡必创中标深海装备多功能试验水池实验室机械与动力设备系统。","其他标签": "深海装备","stock_code": "300667"},
|
||
{"stock": "海锅股份","reason": "生产深海工程设备等高品质钢锻件及关键组件。","其他标签": "深海装备","stock_code": "301063"},
|
||
{"stock": "海兰信","reason": "子公司欧特海洋定位于深海工程装备、系统和运营服务公司，专业从事水下有人、无人作业装备的研发、试制、生产以及海洋工程服务等业务，是载人常压潜水系统和专业海底设备方面的全球领先者。","其他标签": "深海装备","stock_code": "300065"},
|
||
{"stock": "久之洋","reason": "产品应用于深海遥感、水下成像及环境监测。","其他标签": "深海装备","stock_code": "300516"},
|
||
{"stock": "中国海防","reason": "拥有深海养殖智能系统装备、海洋智能装备等系统。","其他标签": "深海装备","stock_code": "600764"},
|
||
{"stock": "东方电缆","reason": "海陆缆核心供应商，未来向“更高的电压等级、更远的传输距离、更远的深海距离”方向研发。","其他标签": "深海装备","stock_code": "603606"},
|
||
{"stock": "中天科技","reason": "已形成以海底观测网、近海小型观测站等产品，广泛应用于海洋科学、海洋牧场等领域。","其他标签": "深海装备","stock_code": "600522"},
|
||
{"stock": "中国船舶","reason": "主营海洋运输装备、深海装备及舰船修理改装等。","其他标签": "深海装备","stock_code": "600150"},
|
||
{"stock": "中国重工","reason": "主要业务涵盖海洋防务及海洋开发装备、深海装备及舰船修理改装等。","其他标签": "深海装备"},
|
||
{"stock": "中科海讯","reason": "研制的水下无人自主航行器主要应用于水下探测、测量等领域。","其他标签": "深海机器人","stock_code": "300810"},
|
||
{"stock": "邵阳液压","reason": "公司深海机器人液压控制系统能够深潜1500米进行数据采集和故障诊断。","其他标签": "深海机器人","stock_code": "301079"},
|
||
{"stock": "振华重工","reason": "公司掌握了大型水下作业机器人系统的自主研发能力，形成了完整的大型水下作业机器人系统设计技术体系。","其他标签": "深海机器人","stock_code": "600320"},
|
||
{"stock": "太原重工","reason": "公司曾收到山西省财政厅下达资金350万元注入用于水下采油树及水下作业机器人研发及产业化项目。","其他标签": "深海机器人"},
|
||
{"stock": "新特电气","reason": "公司变压器产品已成功应用于水下机器人，可下到6000米深的海底，整机功率高达400千瓦。","其他标签": "深海机器人","stock_code": "301120"},
|
||
{"stock": "佳讯飞鸿","reason": "参股公司臻迪科技涵盖水下机器人，可用于海洋勘探、国防安全等领域。","其他标签": "深海机器人","stock_code": "300213"},
|
||
{"stock": "时代电气","reason": "2015年收购英国深海机器人知名供应商SMD，公司海工装备主要包括深海作业机器人、海底挖沟缆产品、甲板及海底采矿等产品。","其他标签": "深海机器人","stock_code": "688187"},
|
||
{"stock": "坤博精工","reason": "主营包括海工装备，光纤拖缆快速切割装置的研发将积极融入到海洋工程产业链。","其他标签": "深海机器人","stock_code": "920570"},
|
||
{"stock": "华维设计","reason": "子公司云端无人机签署开发合作协议，聚焦水下无人机的研究应用。","其他标签": "深海机器人","stock_code": "920427"},
|
||
{"stock": "万通液压","reason": "公司160万研发3000米深海平台专用液压缸研发及产业化项目。","其他标签": "北交所","stock_code": "920839"},
|
||
{"stock": "方正阀门","reason": "向中海油销售的产品主要用于FPSO（海上浮式生产储卸油装置）、海上钻井平台等深海、浅海海域及边际油田的开发等领域。","其他标签": "北交所","stock_code": "920082"},
|
||
{"stock": "克莱特","reason": "主营包括海洋工程和舰船风机。","其他标签": "北交所","stock_code": "920689"}
|
||
]
|
||
};
|
||
|
||
const riseAnalysisData = [
|
||
{"stock": "大位科技","stock_code": "600589","rise_rate": 5.56,"trade_date": "2025-07-02","reason": "# 大位科技(600589)2025-07-02上涨5.56%原因分析\n\n## 一、政策利好驱动\n\n### 1. 深海科技概念受政策强力支持\n- **高层定调**：2025年7月1日，中央财经委员会第六次会议强调\"推动海洋经济高质量发展，走出一条具有中国特色的向海图强之路\"，将深海科技提升至国家战略层面。\n- **政策定位**：多家券商研报指出，深海科技战略定位高度与商业航天、低空经济并列，成为国家重点发展的新兴产业方向。\n- **市场预期**：浙商证券、中信机械、广发机械等多家机构发布研报认为，后续产业配套政策（专项资金支持等）有望持续密集出台，产业景气上行。\n\n## 二、行业板块联动效应\n\n### 1. 深海科技板块整体活跃\n- 7月2日，深海科技概念股整体表现活跃，多家券商推荐的相关标的如亚星锚链、中国海防、中船防务等受到市场关注。\n- 大位科技虽然未被明确列为深海科技核心标的，但其业务范围与深海科技中的信息技术、数据处理等领域存在潜在关联，受益于板块整体上涨。\n\n## 三、综合分析\n\n大位科技在2025-07-02上涨5.56%是多重因素共同作用的结果：\n\n1. **主要驱动因素**：深海科技概念受政策强力支持，虽然公司未被明确列为深海科技核心标的，但其业务范围与深海科技中的信息技术、数据处理等领域存在潜在关联，受益于板块整体上涨。\n\n2. **次要驱动因素**：\n - 公司治理结构优化被市场解读为积极信号\n - 科技股整体乐观情绪，特别是对算力、光通信等领域的看好\n - 资金面的推动，有机构资金在特定价位承接\n\n需要注意的是，虽然公司章程中提到了广泛的业务范围，但公告中显示\"主营: 暂无\"，这可能表明公司正处于业务转型或调整阶段，市场可能对其未来业务发展方向存在预期。"},
|
||
{"stock": "中一科技","stock_code": "301150","rise_rate": 6.66,"trade_date": "2025-06-30","reason": "# 中一科技(301150)2025-06-30上涨6.66%原因分析\n\n## 一、核心驱动因素：深海科技概念炒作\n\n从舆情信息来看，中一科技在6月30日的上涨主要与当时市场热炒的\"深海科技\"概念密切相关：\n\n1. **政策预期升温**：\n - 7月1日中央财经委员会第六次会议召开，强调\"推动海洋经济高质量发展\"\n - 会议前夕，市场对海洋经济相关政策预期升温，提前布局相关概念股\n\n2. **产业链扩散效应**：\n - 虽然中一科技未被明确列为深海科技核心标的，但作为高端电子材料企业，其产品可能应用于深海装备、深海探测等领域\n\n## 二、公司基本面因素\n\n1. **筹码集中度提高**：\n - 根据公告，截至6月30日公司股东户数为20,848户，环比下降13.51%\n - 股东户数大幅减少表明筹码趋于集中，可能有大资金在收集筹码\n\n## 总结\n\n中一科技6月30日上涨6.66%主要是受深海科技概念炒作驱动，叠加筹码集中度提高和业绩改善预期等因素。此次上涨更多是短期概念炒作和资金推动的结果。"},
|
||
{"stock": "新余国科","stock_code": "300722","rise_rate": 11.85,"trade_date": "2025-06-30","reason": "# 新余国科(300722)2025-06-30上涨11.85%原因分析\n\n## 一、核心驱动因素分析\n\n### 1. 深海装备概念受政策强力推动\n- **政策背景**：2025年政府工作报告首次提出\"深海科技\"概念。7月1日中财委会议强调\"推动海洋经济高质量发展\"。\n- **公司业务关联**：根据投资者互动记录，新余国科已于3月26日确认\"公司有产品应用在深海装备上\"，成为政策利好的直接受益者。\n\n### 2. 军工板块整体活跃\n- **行业景气度提升**：市场对军工板块预期较高，尤其是\"军品涨价\"预期成为推动因素之一。\n- **国资背景优势**：新余国科具有国资背景，在军工行业整合与政策支持中具有天然优势。\n\n## 四、结论\n\n新余国科2025-06-30上涨11.85%的主要原因在于多重因素共振：\n1. **核心驱动**：深海装备概念受政策强力推动，公司确认有相关业务，成为直接受益者；军工板块整体活跃。\n2. **资金推动**：市场情绪转好，资金集中流入推动股价快速上涨。\n\n然而，从次日股价回调来看，此次上涨可能更多是短期资金推动和政策概念炒作。"},
|
||
{"stock": "同济科技","stock_code": "600846","rise_rate": 6.06,"trade_date": "2025-06-30","reason": "# 同济科技(600846)2025-06-30上涨6.06%原因分析\n\n## 一、深海科技概念炒作升温\n\n1. **政策层面强力支持**：\n - 2025年政府工作报告首次将深海科技列为国家战略新兴产业。\n - 2025年7月1日中央财经委员会第六次会议召开，强调\"推动海洋经济高质量发展\"。\n\n2. **券商密集推荐**：\n - 多家知名券商在6月底7月初密集发布深海科技研究报告，强烈推荐相关概念股。\n\n## 二、资金面积极变化\n\n1. **融资资金大幅流入**：\n - 6月30日同济科技融资净买入1689.95万元，创近一年新高，表明杠杆资金对该股的看好。\n\n## 总结\n\n同济科技上涨主要是受深海科技概念炒作升温、资金面积极变化、市场情绪乐观以及可能存在的业务关联等多重因素共同推动。"},
|
||
{"stock": "药石科技","stock_code": "300725","rise_rate": 5.48,"trade_date": "2025-06-30","reason": "# 药石科技(300725)2025-06-30上涨5.48%原因分析\n\n## 一、政策预期与概念炒作\n\n1. **深海科技概念预热**：\n - 虽然主营业务与深海科技无直接关联，但市场已开始提前预期7月1日中央财经委员会会议可能提及海洋经济。\n\n## 二、公司业务发展因素\n\n1. **ADC领域布局**：\n - 公司在ADC(抗体药物偶联物)领域有业务布局，构建了全流程服务体系。ADC药物是近年来生物医药领域的热点。\n\n2. **PROTAC技术进展**：\n - 公司展示PROTAC技术前沿进展，表明在创新药技术平台方面有持续投入。\n\n## 结论\n\n药石科技上涨是多重因素共同作用的结果，包括市场对深海科技政策的提前反应、公司在ADC领域的业务布局受到市场关注、以及创新药板块整体表现积极。"},
|
||
{"stock": "雪迪龙","stock_code": "002658","rise_rate": 10.03,"trade_date": "2025-07-03","reason": "核心结论: 高层“深海经济+海洋碳汇”政策催化叠加中海壳牌惠州三期烟气监测系统中标，雪迪龙作为船舶碳排放在线监测稀缺标的获资金共振涨停。\n\n个股异动解析:\n1. 消息面：\n（1）深海经济：公司SCS-900M船舶烟气监测系统已用于深远海科考船。\n（2）海洋碳汇：公司6月底牵头发布《船舶温室气体排放在线计量监测系统》团体标准。\n（3）中海壳牌惠州三期：中标烟气排放连续监测系统，示范效应强。\n\n2. 基本面：\n- 国内唯一具备实船应用的船舶烟气在线监测主板小市值标的，竞争格局稀缺。\n\n总结: 政策催化（深海经济+EU-ETS扩容）→订单落地（中海壳牌三期）→题材稀缺（船舶碳监测唯一小市值），三因素共振推升涨停。"},
|
||
{"stock": "英特科技","stock_code": "301399","rise_rate": 6.06,"trade_date": "2025-06-30","reason": "# 英特科技(301399)2025-06-30上涨6.06%原因分析\n\n## 一、深海科技板块政策催化\n\n1. **高层政策定调**：\n - 2025年7月1日，中央财经委员会第六次会议召开，会议强调\"推动海洋经济高质量发展\"。\n\n2. **政策预期强烈**：\n - 多家券商研报指出，后续产业配套政策有望持续密集出台，产业景气上行。\n\n## 三、市场对英特科技的关联预期\n\n1. **市场可能将英特科技归类为深海科技概念股**：\n - 在深海科技板块整体受关注的背景下，市场可能将英特科技纳入该板块，从而受到资金追捧。\n\n2. **融资资金推动**：\n - 连续3日融资净买入累计1876.03万元（截至07-01），资金推动是其上涨的重要原因。\n\n## 结论\n\n英特科技上涨主要是受到深海科技板块政策催化和市场资金推动的结果。"},
|
||
{"stock": "品茗科技","stock_code": "688109","rise_rate": 5.11,"trade_date": "2025-07-01","reason": "# 品茗科技(688109)2025-07-01上涨5.11%原因分析\n\n## 一、核心驱动因素：深海科技政策催化\n\n最直接的原因是7月1日中央财经委员会第六次会议召开，会议强调\"推进中国式现代化必须推动海洋经济高质量发展\"。这一高级别政策表态引发了市场对深海科技概念股的广泛关注和资金追捧。\n\n## 二、市场情绪与资金面因素\n\n### 1. 概念股联动效应\n虽然品茗科技未被明确列为深海科技核心标的，但市场可能将其视为相关概念股进行炒作。当天深海科技板块整体表现强劲，受到板块联动效应影响。\n\n## 三、业务关联性分析\n\n品茗科技可能与智能建造、数字新基建等领域相关，这些领域与深海科技中的\"深海数智化\"方向可能存在一定关联。\n\n## 五、结论\n\n品茗科技上涨主要是受中央财经委员会会议强调海洋经济高质量发展的政策催化，作为可能的深海科技相关概念股受到市场资金追捧。"},
|
||
{"stock": "天能重工","stock_code": "300569","rise_rate": 7.12,"trade_date": "2025-07-02","reason": "# 天能重工(300569)2025-07-02上涨7.12%原因分析\n\n## 一、行业政策与宏观环境因素\n\n### 1. 国家战略支持海洋经济发展\n- **\"深海科技\"概念提出**：2025年政府工作报告首次将\"深海科技\"提升为国家战略重点发展方向。\n- **高层会议强调**：7月1日中财委会议明确提出\"推动海洋经济高质量发展\"。\n- **风电行业受益**：作为风电设备制造商，天能重工直接受益于国家对海洋经济、特别是海上风电的政策支持。\n\n### 2. 海上风电行业景气度提升\n- **行业复苏信号**：多家券商研究报告指出海上风电行业进入景气周期。\n\n## 二、板块联动效应\n\n### 1. 能源设备板块整体走强\n- **板块领涨**：7月2日市场数据显示，能源设备、发电设备、重型机械板块领涨。\n\n## 六、结论\n\n天能重工上涨是多重因素共同作用的结果，主要是国家层面\"深海科技\"战略提出和海洋经济高质量发展政策导向，为整个风电设备行业带来政策红利。"},
|
||
{"stock": "国联水产","stock_code": "300094","rise_rate": 20.11,"trade_date": "2025-07-02","reason": "核心结论: 7月2日国联水产20cm涨停，系“中央财经委第六次会议定调海洋经济高质量发展”政策催化下，资金抢筹“低价+小盘+业务对口”的深海养殖弹性标的。\n\n个股异动解析:\n1. 消息面：\n（1）海洋经济：会议首次将“深海科技”与商业航天、低空经济并列，提出“培育海洋科技领军企业”。国联水产主营深海网箱养殖，直接受益。\n（2）深远海养殖：福建、厦门、上海等地近期密集出台深远海养殖补贴政策，公司现有25万吨级桁架式网箱项目储备，契合政策扶持方向。\n（3）水产板块联动：7月2日早盘水产养殖指数涨逾7%，板块情绪共振。\n\n2. 基本面：\n- 流通盘不足40亿元，股价长期3～4元横盘，上方抛压轻。"}
|
||
];
|
||
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||
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const stocks = new Map();
|
||
[...stockData['250313'], ...stockData['250320']].forEach(item => {
|
||
const key = item.stock_code || item.stock;
|
||
// Prioritize the data from the more recent list ('250320')
|
||
if (!stocks.has(key) || stockData['250320'].some(s => (s.stock_code || s.stock) === key)) {
|
||
stocks.set(key, item);
|
||
}
|
||
});
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
const sortedStocks = Array.from(stocks.values()).sort((a,b) => a.stock.localeCompare(b.stock, 'zh-CN'));
|
||
|
||
sortedStocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.classList.add('hover');
|
||
|
||
const nameCell = document.createElement('td');
|
||
nameCell.className = 'font-bold text-slate-200';
|
||
|
||
if (stock.stock_code) {
|
||
const link = document.createElement('a');
|
||
link.href = `https://valuefrontier.cn/company?scode=${stock.stock_code}`;
|
||
link.textContent = `${stock.stock} (${stock.stock_code})`;
|
||
link.target = '_blank';
|
||
link.rel = 'noopener noreferrer';
|
||
link.className = 'link link-hover link-primary';
|
||
nameCell.appendChild(link);
|
||
} else {
|
||
nameCell.textContent = stock.stock;
|
||
}
|
||
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||
const reasonCell = document.createElement('td');
|
||
reasonCell.className = 'text-slate-400 text-sm';
|
||
reasonCell.textContent = stock.reason;
|
||
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||
const tagCell = document.createElement('td');
|
||
const tag = document.createElement('div');
|
||
tag.className = 'badge badge-outline badge-info';
|
||
tag.textContent = stock['其他标签'] || '相关标的';
|
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tagCell.appendChild(tag);
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||
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||
row.appendChild(nameCell);
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row.appendChild(reasonCell);
|
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row.appendChild(tagCell);
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||
|
||
tableBody.appendChild(row);
|
||
});
|
||
|
||
// Render Rise Analysis
|
||
const riseContainer = document.querySelector('div[x-show="tab === \'rise\'"]');
|
||
riseAnalysisData.sort((a,b) => b.rise_rate - a.rise_rate).forEach(item => {
|
||
const collapse = document.createElement('div');
|
||
collapse.className = 'collapse collapse-arrow bg-slate-900/50 border border-slate-700 rounded-lg';
|
||
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||
collapse.innerHTML = `
|
||
<input type="checkbox" />
|
||
<div class="collapse-title text-xl font-medium flex justify-between items-center pr-12">
|
||
<span class="text-sky-300">${item.stock} (${item.stock_code})</span>
|
||
<div class="flex items-center space-x-4">
|
||
<span class="text-sm text-slate-400">${item.trade_date}</span>
|
||
<span class="font-bold text-lg ${item.rise_rate > 0 ? 'text-success' : 'text-error'}">${item.rise_rate.toFixed(2)}%</span>
|
||
</div>
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose max-w-none prose-sm text-slate-300">
|
||
${item.reason.replace(/\n/g, '<br/>').replace(/## (.+?)/g, '<h3>$1</h3>').replace(/### (.+?)/g, '<h4>$1</h4>')}
|
||
</div>
|
||
</div>
|
||
`;
|
||
riseContainer.appendChild(collapse);
|
||
});
|
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|
||
});
|
||
</script>
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||
</body>
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||
</html> |