539 lines
36 KiB
HTML
539 lines
36 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：卫星互联网</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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=Lexend:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Lexend', sans-serif;
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background-color: #03040B;
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color: #E0E0E0;
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overflow-x: hidden;
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position: relative;
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}
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.glass-card {
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background: rgba(15, 23, 42, 0.4); /* slate-900 with alpha */
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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(56, 189, 248, 0.1); /* sky-400 with alpha */
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box-shadow: 0 0 40px rgba(56, 189, 248, 0.05);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(6, 1fr);
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grid-auto-rows: minmax(100px, auto);
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}
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@media (max-width: 1024px) {
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.bento-grid {
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grid-template-columns: repeat(2, 1fr);
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}
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}
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.grid-item-1 { grid-column: span 3; grid-row: span 2; }
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.grid-item-2 { grid-column: span 3; grid-row: span 1; }
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.grid-item-3 { grid-column: span 3; grid-row: span 1; }
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.grid-item-4 { grid-column: span 2; grid-row: span 1; }
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.grid-item-5 { grid-column: span 2; grid-row: span 1; }
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.grid-item-6 { grid-column: span 2; grid-row: span 1; }
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@media (max-width: 1024px) {
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.grid-item-1, .grid-item-2, .grid-item-3, .grid-item-4, .grid-item-5, .grid-item-6 {
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grid-column: span 2;
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grid-row: span 1;
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}
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.grid-item-1 {
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grid-row: span 2;
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}
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}
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.turrell-glow {
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position: fixed;
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width: 1000px;
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height: 1000px;
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border-radius: 50%;
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filter: blur(200px);
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z-index: -1;
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opacity: 0.15;
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pointer-events: none;
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}
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.glow-1 {
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top: -20%;
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left: -20%;
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background-color: #38bdf8; /* sky-400 */
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animation: pulse-glow-1 20s ease-in-out infinite;
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}
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.glow-2 {
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bottom: -30%;
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right: -30%;
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background-color: #818cf8; /* indigo-400 */
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animation: pulse-glow-2 25s ease-in-out infinite alternate;
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}
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.glow-3 {
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top: 20%;
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right: -10%;
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width: 600px;
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height: 600px;
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background-color: #f471b5; /* pink-400 */
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animation: pulse-glow-3 30s ease-in-out infinite;
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}
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@keyframes pulse-glow-1 {
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0% { transform: scale(1) translate(0, 0); }
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50% { transform: scale(1.2) translate(50px, -50px); }
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100% { transform: scale(1) translate(0, 0); }
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}
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@keyframes pulse-glow-2 {
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0% { transform: scale(1) translate(0, 0); }
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50% { transform: scale(1.3) translate(-80px, 30px); }
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100% { transform: scale(1) translate(0, 0); }
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}
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@keyframes pulse-glow-3 {
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0% { transform: rotate(0deg) scale(1); }
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100% { transform: rotate(360deg) scale(1.4); }
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}
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.section-title {
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font-size: 2.25rem;
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font-weight: 600;
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margin-bottom: 2rem;
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color: #f0f0f0;
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text-shadow: 0 0 10px rgba(56, 189, 248, 0.3);
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border-bottom: 1px solid rgba(56, 189, 248, 0.2);
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padding-bottom: 1rem;
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}
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.timeline {
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position: relative;
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padding: 2rem 0;
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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: 50%;
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transform: translateX(-50%);
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top: 0;
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bottom: 0;
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width: 2px;
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background-image: linear-gradient(to bottom, rgba(56, 189, 248, 0), rgba(56, 189, 248, 0.5) 20%, rgba(56, 189, 248, 0.5) 80%, rgba(56, 189, 248, 0));
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}
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.timeline-item {
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position: relative;
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width: 50%;
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padding: 0 40px;
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margin-bottom: 50px;
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}
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.timeline-item:nth-child(odd) {
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left: 0;
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}
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.timeline-item:nth-child(even) {
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left: 50%;
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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width: 20px;
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height: 20px;
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border-radius: 50%;
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background: #03040B;
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border: 4px solid #38bdf8;
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top: 0;
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z-index: 1;
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box-shadow: 0 0 15px rgba(56, 189, 248, 0.7);
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}
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.timeline-item:nth-child(odd)::after {
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right: -10px;
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}
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.timeline-item:nth-child(even)::after {
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left: -10px;
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="turrell-glow glow-1"></div>
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<div class="turrell-glow glow-2"></div>
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<div class="turrell-glow glow-3"></div>
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<div class="container mx-auto px-4 sm:px-6 lg:px-8 py-12" x-data="{ stockModalOpen: false, stockDetails: {} }">
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<header class="text-center mb-20">
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<h1 class="text-5xl font-bold tracking-tighter text-transparent bg-clip-text bg-gradient-to-br from-white to-sky-300 mb-4">
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深度研报：卫星互联网
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</h1>
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<p class="text-lg text-slate-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</p>
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<p class="text-sm text-slate-500 mt-2">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 class="space-y-24">
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<!-- Insight Section -->
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<section id="insight">
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<h2 class="section-title">核心洞察 & 投资逻辑</h2>
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<div class="glass-card rounded-3xl p-8 space-y-6">
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<div>
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<h3 class="text-2xl font-semibold text-sky-300 mb-2">核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">
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卫星互联网正处在一个由<strong class="text-sky-300">国家战略意志强力驱动</strong>、从基础设施建设全面铺开向应用落地探索过渡的关键历史节点。其核心驱动力源于抢占稀缺空天资源的<strong class="text-pink-400">战略紧迫性</strong>和构建天地一体化网络的<strong class="text-indigo-400">6G技术前瞻性</strong>。当前投资逻辑的确定性最高环节在于<strong class="text-sky-300">上游的卫星制造、核心元器件及火箭发射产业链</strong>，而未来的巨大潜力则蕴藏在以“<strong class="text-pink-400">手机直连</strong>”为代表的下游应用商业化进程中。
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</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-2">四大核心驱动力</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">战略资源抢占 (根本驱动):</strong> 低轨卫星的频率和轨道资源遵循ITU的“先登先占”原则。SpaceX星链的快速部署（已发射超7000颗）带来巨大外部压力，当前密集发射的首要目标是“占坑”，具备不计较短期经济效益的确定性。</li>
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<li><strong class="text-white">政策与资本双轮驱动 (执行保障):</strong> 从纳入“新基建”到工信部颁发许可，再到中国星网等“国家队”组建，构成自上而下的强力政策支持。G60星座A轮融资达67亿元，资本市场积极响应。</li>
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<li><strong class="text-white">技术与产业基础成熟 (可行性前提):</strong> 我国在“一箭多星”、可复用火箭（计划2025/26年首飞）、工业化卫星生产（年产能300颗）及海南商业发射场等关键技术设施上取得长足进步，为大规模组网提供可能。</li>
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<li><strong class="text-white">应用需求牵引 (未来价值):</strong> 无论是覆盖通信盲区的B端刚需，还是“手机直连”C端杀手级应用（NSR预测十年市场668亿美元），都为卫星互联网描绘了广阔的商业前景。</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-semibold text-sky-300 mb-2">市场热度与预期差</h3>
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<p class="text-slate-300 leading-relaxed mb-2">
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当前市场对卫星互联网概念的关注度极高，情绪<strong class="text-sky-300">整体极度乐观</strong>，但在具体节奏和受益环节上存在分歧。市场普遍认同2024-2025年是建设元年，但对火箭运力瓶颈、核心公司角色认知（如上海瀚讯在产业链中的真实定位）存在预期差。此外，市场普遍低估了<strong class="text-indigo-400">高轨卫星作为低轨组网前置条件</strong>的战略价值。
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</p>
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</div>
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</div>
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</section>
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<!-- Development Timeline -->
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<section id="timeline">
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<h2 class="section-title">关键发展时间轴</h2>
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<div class="timeline">
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<div class="timeline-item">
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<div class="glass-card rounded-xl p-6">
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<h3 class="font-bold text-sky-300">2024年2月29日</h3>
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<p class="text-sm text-slate-300 mt-2">成功发射<strong class="text-white">卫星互联网高轨卫星01星</strong>，为低轨星座提供天基测控支持，是组网的关键前置条件。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="glass-card rounded-xl p-6">
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<h3 class="font-bold text-sky-300">2024年8月 & 10月</h3>
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<p class="text-sm text-slate-300 mt-2">相继成功发射<strong class="text-white">高轨卫星02星、03星</strong>，高轨支持网络基本建成，并启用<strong class="text-white">海南商业航天发射场</strong>，验证高密度发射能力。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="glass-card rounded-xl p-6">
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<h3 class="font-bold text-sky-300">2024年12月16日</h3>
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<p class="text-sm text-slate-300 mt-2"><strong class="text-pink-400">“国网”星座首次批量组网发射</strong>（低轨01组），标志着中国卫星互联网从试验验证阶段正式迈入规模化部署阶段。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="glass-card rounded-xl p-6">
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<h3 class="font-bold text-sky-300">2025年 (密集发射年)</h3>
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<p class="text-sm text-slate-300 mt-2">规划至少8次低轨卫星组的发射，发射载具多样化，显示出运力协同和发射常态化的趋势。4月发射技术试验卫星，明确用于<strong class="text-white">手机宽带直连</strong>技术验证。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="glass-card rounded-xl p-6">
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<h3 class="font-bold text-sky-300">2025年下半年 (预期)</h3>
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<p class="text-sm text-slate-300 mt-2">华为Mate系列预计开启<strong class="text-white">低轨卫星互联网系统众测</strong>，标志着消费级应用的破冰。同时市场普遍预期卫星互联网<strong class="text-pink-400">运营牌照即将发放</strong>。</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain Bento Grid -->
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<section id="industry-chain">
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<h2 class="section-title">产业链全景图</h2>
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<div class="bento-grid">
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<div class="grid-item-1 glass-card rounded-3xl p-6 flex flex-col">
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<h3 class="text-2xl font-semibold text-sky-300 mb-4">上游：卫星制造 & 火箭发射</h3>
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<p class="text-slate-400 mb-4 flex-grow">技术壁垒最高、价值量最集中的环节，是当前投资确定性最强的领域。由国家投资驱动，订单饱满。</p>
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<div class="space-y-3">
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<p><strong class="text-white">核心载荷:</strong> 相控阵T/R芯片 (<span class="text-pink-400">铖昌科技</span>), 星上处理器 (<span class="text-pink-400">智明达</span>)</p>
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<p><strong class="text-white">卫星平台:</strong> 电源、姿控、结构件 (<span class="text-indigo-400">航天电子</span>, <span class="text-indigo-400">航天智装</span>)</p>
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<p><strong class="text-white">总装测试:</strong> 整星集成 (<span class="text-indigo-400">中国卫星</span>), 测试服务 (<span class="text-indigo-400">广电计量</span>)</p>
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<p><strong class="text-white">火箭发射:</strong> 总装、发动机、零部件 (<span class="text-indigo-400">高华科技</span>)</p>
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</div>
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</div>
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<div class="grid-item-2 glass-card rounded-3xl p-6">
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<h3 class="text-xl font-semibold text-sky-300 mb-2">中游：卫星运营</h3>
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<p class="text-slate-400">负责星座的运营与服务提供，需要运营牌照，是产业链的价值变现中枢。</p>
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<p class="mt-4"><strong class="text-white">核心企业:</strong> <span class="text-pink-400">中国卫通</span>, 中国星网 (未上市)</p>
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</div>
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<div class="grid-item-3 glass-card rounded-3xl p-6">
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<h3 class="text-xl font-semibold text-sky-300 mb-2">下游：地面设备 & 应用</h3>
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<p class="text-slate-400">市场空间巨大但商业模式尚在探索，以“手机直连”为最大看点，未来潜力巨大。</p>
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<div class="mt-4 space-y-2">
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<p><strong class="text-white">地面站:</strong> <span class="text-indigo-400">海格通信</span>, <span class="text-indigo-400">普天科技</span></p>
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<p><strong class="text-white">终端设备:</strong> 手机直连芯片 (<span class="text-pink-400">华力创通</span>), 模组 (<span class="text-indigo-400">移远通信</span>)</p>
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</div>
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</div>
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<div class="grid-item-4 glass-card rounded-3xl p-6 flex flex-col justify-between">
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<h3 class="text-lg font-semibold text-sky-300">发展路径 (I)</h3>
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<p class="text-slate-300 text-sm">2024-2027: 基础设施建设期。完成一期星座部署，实现初步全球覆盖。</p>
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</div>
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<div class="grid-item-5 glass-card rounded-3xl p-6 flex flex-col justify-between">
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<h3 class="text-lg font-semibold text-sky-300">发展路径 (II)</h3>
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<p class="text-slate-300 text-sm">2027-2030: 应用渗透期。手机直连、航空、航海等应用规模化商用。</p>
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</div>
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<div class="grid-item-6 glass-card rounded-3xl p-6 flex flex-col justify-between">
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<h3 class="text-lg font-semibold text-sky-300">发展路径 (III)</h3>
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<p class="text-slate-300 text-sm">2030以后: 深度融合期。作为6G核心组成，实现“空天地一体化”。</p>
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</div>
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</div>
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</section>
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<!-- Market Size Chart & Risks -->
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<section id="outlook-risks" class="grid grid-cols-1 lg:grid-cols-2 gap-8 items-start">
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<div>
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<h2 class="section-title">市场前景 & 潜在风险</h2>
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<div class="glass-card rounded-3xl p-6 space-y-6">
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<div>
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<h3 class="text-xl font-semibold text-sky-300 mb-2">中国卫星互联网市场规模预测</h3>
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<div id="market-size-chart" style="width: 100%; height: 300px;"></div>
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<p class="text-center text-sm text-slate-400 mt-2">数据来源：锐观咨询</p>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-pink-400 mb-2">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong class="text-white">技术风险:</strong> 可回收火箭商业化进度不及预期，将直接影响组网成本与速度。星间激光链路稳定性仍是技术瓶颈。</li>
|
||
<li><strong class="text-white">商业化风险:</strong> 终端成本、用户资费、功耗体验能否被大众市场接受存在巨大不确定性。应用场景拓展不及预期。</li>
|
||
<li><strong class="text-white">竞争风险:</strong> SpaceX已形成巨大的先发优势和技术代差，频轨资源竞争激烈。国内“国网”与“G60”两大星座存在协调问题或内部竞争的潜在风险。</li>
|
||
<li><strong class="text-white">信息交叉验证风险:</strong> 市场信息对部分公司（如上海瀚讯）在产业链中的角色定位存在冲突，可能导致估值逻辑偏差。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-0 lg:mt-[92px]"> <!-- Align with the title from the left column -->
|
||
<div class="glass-card rounded-3xl p-6">
|
||
<h3 class="text-2xl font-semibold text-sky-300 mb-4">综合结论与投资启示</h3>
|
||
<p class="text-slate-300 leading-relaxed mb-4">
|
||
卫星互联网已<strong class="text-white">明确进入基本面驱动的早期阶段</strong>。其驱动力来自国家战略层面的投资确定性，而非单纯的主题炒作。当前阶段，投资的核心矛盾是“庞大确定的组网计划”与“有限且高成本的发射能力”之间的矛盾。
|
||
</p>
|
||
<h4 class="text-lg font-semibold text-sky-300 mb-2">最具投资价值细分环节:</h4>
|
||
<ol class="list-decimal list-inside space-y-2 text-slate-300 mb-4">
|
||
<li><strong class="text-white">上游核心元器件 (相控阵T/R芯片/组件):</strong> 技术壁垒高，价值量占比大，直接受益于卫星制造数量增长，是<strong class="text-pink-400">确定性最高、逻辑最纯粹</strong>的环节。</li>
|
||
<li><strong class="text-white">商业火箭产业链:</strong> 发射是当前最大瓶颈，任何在<strong class="text-pink-400">可复用技术、关键零部件</strong>等领域取得突破的公司，都将享有极高的估值弹性。</li>
|
||
</ol>
|
||
<h4 class="text-lg font-semibold text-sky-300 mb-2">需重点跟踪的关键指标:</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li>月度/季度卫星发射数量</li>
|
||
<li>可复用火箭试验进展及发射报价</li>
|
||
<li>核心元器件厂商的订单及毛利率</li>
|
||
<li>“国网”与“G60”的后续招标公告</li>
|
||
<li>手机直连业务的用户测试数据及资费标准</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section id="stock-data">
|
||
<h2 class="section-title">相关产业链公司梳理</h2>
|
||
<div class="glass-card rounded-3xl p-6 overflow-x-auto">
|
||
<div class="mb-4 flex items-center justify-between">
|
||
<p class="text-slate-400">点击查看个股异动深度分析（若有）。</p>
|
||
<div>
|
||
<button class="btn btn-sm btn-outline btn-info" @click="stockModalOpen = true; stockDetails = riseAnalysis[0]">卫星化学</button>
|
||
<button class="btn btn-sm btn-outline btn-info ml-2" @click="stockModalOpen = true; stockDetails = riseAnalysis[1]">星图测控</button>
|
||
<button class="btn btn-sm btn-outline btn-info ml-2" @click="stockModalOpen = true; stockDetails = riseAnalysis[2]">三维通信</button>
|
||
<button class="btn btn-sm btn-outline btn-info ml-2" @click="stockModalOpen = true; stockDetails = riseAnalysis[3]">航天科技</button>
|
||
<button class="btn btn-sm btn-outline btn-info ml-2" @click="stockModalOpen = true; stockDetails = riseAnalysis[4]">司南导航</button>
|
||
</div>
|
||
</div>
|
||
<table class="table table-zebra-zebra bg-transparent w-full">
|
||
<thead class="text-sky-300 text-base">
|
||
<tr>
|
||
<th>公司名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心环节</th>
|
||
<th>产业链位置</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-slate-300">
|
||
<!-- Data will be injected by script -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Stock Modal -->
|
||
<div x-show="stockModalOpen" class="fixed inset-0 bg-black bg-opacity-70 backdrop-blur-sm flex items-center justify-center z-50" @click.away="stockModalOpen = false" x-transition>
|
||
<div class="glass-card rounded-3xl p-8 max-w-4xl w-full max-h-[90vh] overflow-y-auto" @click.stop>
|
||
<div class="flex justify-between items-center mb-4">
|
||
<h2 class="text-2xl font-bold text-sky-300" x-text="stockDetails.stock + ' (' + stockDetails.stock_code + ')'"></h2>
|
||
<button @click="stockModalOpen = false" class="btn btn-sm btn-circle btn-ghost">✕</button>
|
||
</div>
|
||
<div class="badge badge-info badge-outline mr-2" x-text="'交易日期: ' + stockDetails.trade_date"></div>
|
||
<div class="badge badge-success badge-outline" x-text="'涨幅: ' + stockDetails.rise_rate + '%'"></div>
|
||
<div class="prose prose-invert max-w-none mt-6 text-slate-300" x-html="stockDetails.reason"></div>
|
||
</div>
|
||
</div>
|
||
|
||
<footer class="text-center mt-24 py-8 border-t border-slate-800">
|
||
<p class="text-slate-500">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p class="text-xs text-slate-600 mt-2">本报告由人工智能基于公开信息合成，不构成任何投资建议。市场有风险，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('market-size-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['市场规模 (亿元)'],
|
||
textStyle: { color: '#E0E0E0' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2021', '2022', '2023', '2024', '2025'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
axisLabel: { color: '#E0E0E0' }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLine: { show: true, lineStyle: { color: 'rgba(255,255,255,0.2)' } },
|
||
axisLabel: { color: '#E0E0E0' },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '市场规模 (亿元)',
|
||
type: 'line',
|
||
stack: '总量',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#38bdf8' // sky-400
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(56, 189, 248, 0.5)' },
|
||
{ offset: 1, color: 'rgba(56, 189, 248, 0)' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [292.48, 318.06, 347.53, 394.81, 446.92] // Linear interpolation for missing years
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Data Injection
|
||
const stockData = {
|
||
"卫星制造": [
|
||
{ "stock": "上海瀚讯", "reason": "卫星载荷", "stock_code": "300762" },
|
||
{ "stock": "信科移动", "reason": "卫星载荷", "stock_code": "688387" },
|
||
{ "stock": "铖昌科技", "reason": "卫星载荷" },
|
||
{ "stock": "臻镭科技", "reason": "卫星载荷", "stock_code": "688270" },
|
||
{ "stock": "振芯科技", "reason": "卫星载荷", "stock_code": "300101" },
|
||
{ "stock": "天银机电", "reason": "卫星载荷/平台", "stock_code": "300342" },
|
||
{ "stock": "盛路通信", "reason": "卫星载荷", "stock_code": "002446" },
|
||
{ "stock": "航天电子", "reason": "卫星载荷", "stock_code": "600879" },
|
||
{ "stock": "陕西华达", "reason": "卫星载荷", "stock_code": "301517" },
|
||
{ "stock": "航天智装", "reason": "卫星平台", "stock_code": "300455" },
|
||
{ "stock": "智明达", "reason": "卫星平台", "stock_code": "688636" },
|
||
{ "stock": "中国卫星", "reason": "卫星总装", "stock_code": "600118" },
|
||
{ "stock": "上海沪工", "reason": "卫星总装", "stock_code": "603131" },
|
||
{ "stock": "思科瑞", "reason": "卫星测试" },
|
||
],
|
||
"火箭发射": [
|
||
{ "stock": "九丰能源", "reason": "火箭发射", "stock_code": "605090" },
|
||
{ "stock": "高华科技", "reason": "火箭发射", "stock_code": "688539" },
|
||
],
|
||
"地面设备": [
|
||
{ "stock": "雷科防务", "reason": "地面设备", "stock_code": "002413" },
|
||
{ "stock": "震有科技", "reason": "地面设备", "stock_code": "688418" },
|
||
{ "stock": "海格通信", "reason": "地面终端", "stock_code": "002465" },
|
||
{ "stock": "华力创通", "reason": "地面终端", "stock_code": "300045" },
|
||
{ "stock": "盟升电子", "reason": "地面终端", "stock_code": "688311" },
|
||
{ "stock": "移远通信", "reason": "地面终端", "stock_code": "603236" },
|
||
]
|
||
};
|
||
|
||
const tableBody = document.querySelector('#stock-data tbody');
|
||
for (const category in stockData) {
|
||
stockData[category].forEach(item => {
|
||
const row = document.createElement('tr');
|
||
row.className = "hover:bg-sky-900/50";
|
||
|
||
const codeCellContent = item.stock_code
|
||
? `<a href="https://valuefrontier.cn/company?scode=${item.stock_code}" target="_blank" class="hover:text-sky-300 transition-colors">${item.stock_code}</a>`
|
||
: 'N/A';
|
||
|
||
row.innerHTML = `
|
||
<td class="font-semibold text-white">${item.stock}</td>
|
||
<td>${codeCellContent}</td>
|
||
<td>${item.reason}</td>
|
||
<td>${category}</td>
|
||
`;
|
||
tableBody.appendChild(row);
|
||
});
|
||
}
|
||
|
||
const riseAnalysis = [
|
||
{
|
||
"stock": "卫星化学", "stock_code": "002648", "rise_rate": 7.21, "trade_date": "2025-07-30",
|
||
"reason": "<h4>核心结论</h4><p>卫星化学在2025年7月30日上涨7.21%，核心原因是我国卫星互联网低轨卫星发射成功的直接催化，叠加卫星互联网建设加速的行业背景和政策支持，市场预期卫星产业链将迎来快速增长期。作为名称直接相关的标的，卫星化学被市场视为卫星产业链的重要参与者，从而获得资金青睐。行业景气度提升和板块效应是推动股价上涨的主要因素。</p><br><h4>一、直接催化因素：卫星互联网低轨卫星发射成功</h4><ol><li><strong>重大利好消息</strong>：7月30日，我国成功将卫星互联网低轨06组卫星发射升空，成为当日板块上涨的直接催化剂。</li><li><strong>技术创新突破</strong>：此次发射中，长征八号甲火箭实现了多项技术创新，表明我国技术能力持续提升。</li></ol><h4>二、行业背景与政策环境</h4><ol><li><strong>建设加速</strong>：专家会议预告“千帆星座预计明年将完成几百颗低轨卫星的发射”，下半年发射速度有望加快。</li><li><strong>产业链价值凸显</strong>：报道指出，卫星互联网领域在批量卫星中的价值量达到70%，核心部件供应商将直接受益。</li><li><strong>政策支持</strong>：长江军工研报指出“国内商业航天审批转入绿通”，政策环境支持力度加大。</li></ol><h4>三、市场预期与机构观点</h4><ol><li><strong>机构积极推荐</strong>：多家机构发布研报看好卫星产业链前景。</li><li><strong>发射密集度提升</strong>：报道称“XW开启疯狂7/8月，20天5连密集发射”，产业链订单预期增强。</li></ol><h4>四、公司业务关联性推测</h4><ol><li><strong>名称关联性强</strong>：公司名称“卫星化学”直接与卫星产业相关。</li><li><strong>潜在业务方向</strong>：可能在卫星材料、特种化学品、燃料等方面有业务布局。</li></ol>"
|
||
},
|
||
{
|
||
"stock": "星图测控", "stock_code": "920116", "rise_rate": 6.08, "trade_date": "2025-08-25",
|
||
"reason": "<h4>核心结论</h4><p>星图测控股价上涨可能由多重因素触发，其中最核心的是对卫星互联网牌照即将发放的强烈政策预期，叠加行业技术持续进步、板块联动效应以及市场情绪的共同推动。</p><br><h4>一、政策预期：卫星互联网牌照发放</h4><ol><li><strong>牌照发放预期</strong>：信息指出“相关部门近期或将发放卫星互联网牌照”，这将促进卫星互联网商业运营，星图测控被视为潜在受益者。</li></ol><h4>二、航天产业进展</h4><ol><li><strong>火箭发射</strong>：长征八号甲运载火箭成功发射卫星的消息，表明中国在卫星互联网领域的技术和执行能力正在推进。</li><li><strong>技术进展</strong>：6G低轨卫星通信技术方面的突破，对天地一体化网络建设有支撑作用。</li></ol><h4>三、产业链动态与行业关注</h4><ol><li><strong>产业链融资</strong>：行业内企业获得融资用于生产和研发，显示行业获得资本关注。</li><li><strong>券商观点</strong>：部分券商报告看好电子板块及国产算力等方向，可能对市场情绪产生一定影响。</li></ol>"
|
||
},
|
||
{
|
||
"stock": "三维通信", "stock_code": "002115", "rise_rate": 10.06, "trade_date": "2025-08-28",
|
||
"reason": "<h4>核心结论</h4><p>工信部《卫星互联网频率轨道资源管理办法》落地叠加子公司海卫通运营数据超预期，三维通信被资金重新定价为“卫星互联网运营+终端”双重受益标的而涨停。</p><br><h4>一、消息面驱动</h4><ol><li><strong>卫星互联网政策</strong>：8月27日工信部发布《管理办法（征求意见稿）》，首次明确低轨星座流程，标志着6G天地一体网络进入实质建设期。公司子公司海卫通为国内船舶卫星宽带市占率第一，直接受益。</li><li><strong>6G天地一体网络</strong>：政策提出“手机直连卫星”商用试验，公司具备“卫星+4G+自组网”多模态通信能力，契合6G网络需求。</li></ol><h4>二、基本面支撑</h4><ol><li><strong>业绩拐点</strong>：2025年上半年，子公司海卫通收入同比+62%，毛利率升至46%，业绩拐点显现。</li><li><strong>行业卡位</strong>：海卫通参与低轨星座地面终端标准制定，预计2026年批量供货，具备先发优势。</li></ol>"
|
||
},
|
||
{
|
||
"stock": "航天科技", "stock_code": "000901", "rise_rate": 5.02, "trade_date": "2025-08-25",
|
||
"reason": "<h4>核心结论</h4><p>航天科技上涨的核心催化剂是卫星互联网牌照即将发放的行业重大利好，叠加卫星发射计划加速推进的预期。作为行业龙头，公司直接受益于产业发展红利，同时受到市场热点追捧和资金流入的共同助推。</p><br><h4>一、行业重大利好驱动</h4><ol><li><strong>卫星互联网牌照即将发放</strong>：财联社报道称牌照发放意味着商业运营迈出实质性第一步，直接刺激整个产业链。</li><li><strong>卫星发射计划加速</strong>：军星和民星发射均有望在下半年提速，G60预计发射4箭64星，XW一期增强网招标即将启动，产业链基本面有望加速兑现。</li></ol><h4>二、公司基本面与行业地位</h4><ol><li><strong>行业龙头地位</strong>：被市场视为“商业航天领头羊”和“卫星发射运载龙头”。</li><li><strong>业务布局契合</strong>：公司通过业务合作参与千帆星座，直接受益于卫星互联网产业发展。</li></ol><h4>三、市场情绪与资金流向</h4><ol><li><strong>投资者乐观情绪</strong>：投资者论坛中普遍持乐观态度，认为公司是“卫星互联网牌照龙头老大”。</li><li><strong>资金流向支持</strong>：当日融资净买入2066.84万元，资金面呈现净流入状态。</li></ol>"
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},
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{
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||
"stock": "司南导航", "stock_code": "688592", "rise_rate": 5.85, "trade_date": "2025-08-27",
|
||
"reason": "<h4>核心结论</h4><p>司南导航上涨是多重因素共同作用的结果，核心驱动力是卫星互联网政策利好，由板块效应、资金推动、业绩预期及多重概念叠加共同加强。</p><br><h4>一、直接驱动因素：卫星互联网政策利好</h4><ol><li><strong>工信部指导意见</strong>：工信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》是推动股价上涨的最直接因素。</li><li><strong>牌照发放预期</strong>：相关部门近期将发放卫星互联网牌照，标志着产业进入实质性发展阶段。</li></ol><h4>二、板块效应：卫星导航板块整体活跃</h4><ol><li><strong>连续两日板块活跃</strong>：卫星导航板块作为科技细分领域，在市场热点轮动中受到资金关注。</li></ol><h4>三、资金面推动：融资余额创新高</h4><ol><li><strong>融资余额连续三日创历史新高</strong>，表明投资者看好公司前景，愿意通过融资方式加仓买入。</li></ol><h4>四、业绩预期提升</h4><ol><li>同类企业（如北方导航）业绩大幅增长，提升了市场对司南导航的业绩预期。</li></ol>"
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