537 lines
37 KiB
HTML
537 lines
37 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>大飞机产业深度解析</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/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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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;600;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #030014;
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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%, 0.15) 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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}
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.glass-card {
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background: rgba(10, 10, 25, 0.4);
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backdrop-filter: blur(12px);
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-webkit-backdrop-filter: blur(12px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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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(20, 20, 35, 0.5);
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border: 1px solid rgba(255, 255, 255, 0.2);
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box-shadow: 0 0 25px rgba(0, 191, 255, 0.2);
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}
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.section-title {
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font-family: 'Space Grotesk', sans-serif;
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background: -webkit-linear-gradient(45deg, #00C9FF, #92FE9D);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.stat-value-highlight {
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font-family: 'Space Grotesk', sans-serif;
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color: #92FE9D;
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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: rgba(0, 191, 255, 0.3);
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}
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.timeline-item {
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position: relative;
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margin-bottom: 2rem;
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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: -2rem;
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top: 0.25rem;
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width: 1rem;
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height: 1rem;
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background: #00C9FF;
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border-radius: 50%;
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border: 3px solid #030014;
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box-shadow: 0 0 10px #00C9FF;
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}
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</style>
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</head>
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<body class="text-gray-200">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header Section -->
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<header class="text-center py-12">
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<h1 class="text-4xl md:text-6xl font-bold section-title tracking-wider">
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大飞机产业深度解析
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</h1>
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<p class="text-lg md:text-xl text-gray-400 mt-4 max-w-3xl mx-auto">
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从“0到1”的商业化突破，迈向“1到N”的产业化加速放量，国产C919开启万亿级新赛道。
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</p>
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</header>
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<!-- Bento Grid Stats -->
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<section class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mb-16">
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<div class="glass-card rounded-3xl p-6 md:col-span-2 lg:col-span-2">
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<h3 class="font-semibold text-gray-400">产能规划目标 (2029年)</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">200 架/年</p>
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<p class="text-gray-500 mt-1">较2027年150架/年目标提升33%</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="font-semibold text-gray-400">累计承运旅客</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">100万+</p>
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<p class="text-gray-500 mt-1">截至2024年12月19日</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="font-semibold text-gray-400">累计确认/意向订单</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">1300+ 架</p>
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<p class="text-gray-500 mt-1">对应金额超9000亿元</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="font-semibold text-gray-400">未来20年中国市场</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">1.4 万亿 $</p>
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<p class="text-gray-500 mt-1">预计将接收超9000架新机</p>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<h3 class="font-semibold text-gray-400">国产化率目标</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">>60%</p>
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<p class="text-gray-500 mt-1">核心部件替代加速</p>
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</div>
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<div class="glass-card rounded-3xl p-6 md:col-span-2 lg:col-span-2">
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<h3 class="font-semibold text-gray-400">关键催化：欧洲EASA适航证</h3>
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<p class="text-4xl lg:text-5xl font-bold mt-2 stat-value-highlight">2025年 (预期)</p>
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<p class="text-gray-500 mt-1">打开国际市场的关键通行证</p>
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</div>
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</section>
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<!-- Insight Section -->
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<section id="insight" class="mb-16">
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<h2 class="text-3xl md:text-4xl font-bold section-title mb-8">概念洞察 (Concept Insight)</h2>
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<div class="space-y-8">
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">核心观点摘要</h3>
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<p class="text-lg leading-relaxed text-gray-300">
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大飞机概念正处在从“0到1”的商业化突破向“1到N”的产业化加速放量过渡的关键拐点。其核心驱动力源于<strong class="text-green-400">国家战略意志、内循环市场需求与全球供应链格局重塑</strong>的三重共振。未来，概念的潜力将由“交付数量的线性增长”和“核心部件国产化率提升带来的价值量重估”双轮驱动，有望成长为万亿级赛道。
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</p>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">概念发展脉络与关键事件</h3>
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<div class="timeline">
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<div class="timeline-item">
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<h4 class="font-semibold text-lg text-green-400">2023: 商业运营元年</h4>
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<p class="text-gray-400">5月28日，C919完成首次商业载客飞行，标志着正式进入民航市场，开启从“研发”到“商品”的关键一步。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-lg text-green-400">2024: 运营规模化与交付加速</h4>
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<p class="text-gray-400">国航、南航接收首架C919，进入多用户运营新阶段。旅客量突破100万，商飞启动大飞机规模化系列化建设项目。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-lg text-green-400">2025及以后: 产能上修与国际化突破</h4>
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<p class="text-gray-400">商飞上调产能规划，首提2029年200架/年目标。预期取得EASA适航证，国产发动机CJ-1000挂飞验证，全产业链自主可控迈出关键一步。</p>
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</div>
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</div>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">核心逻辑与市场认知</h3>
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<ul class="space-y-4 list-disc list-inside text-gray-300">
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<li><strong class="text-white">国家战略与自主可控:</strong> “大国重器”属性确保产业发展确定性，商飞增资近88%、设立基础研究基金是强力佐证。</li>
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<li><strong class="text-white">确定性的内需市场:</strong> 波音交付暂停创造窗口期，国内未来20年1.4万亿美元市场需求提供广阔沃土，三大航百架订单锁定初期产能。</li>
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<li><strong class="text-white">产业化进程加速:</strong> 2024-2029年产能爬坡指引清晰，产业链从“小批量试制”转向“大规模工业化生产”，上游订单确定性高。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">预期差分析</h3>
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<ul class="space-y-4 list-disc list-inside text-gray-300">
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<li><strong class="text-yellow-400">产能爬坡的“非线性”风险:</strong> “规划产能”(24年50架)与“实际交付”(24年约13架)存在显著差距，表明批产交付仍处艰难爬坡期，是短期最大风险点。</li>
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<li><strong class="text-yellow-400">国产化的价值重估深度:</strong> 市场对国产化替代的价值挖掘不足。长江1000即将验证飞行等事件，将推动投资逻辑从“量”的增长转向“质”的提升。</li>
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<li><strong class="text-yellow-400">C929的远期催化:</strong> C929宽体客机复材用量将超50% (C919仅11%)，将为上游新材料企业打开远超C919的想象空间。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">关键催化剂与未来发展路径</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div>
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<h4 class="text-xl font-semibold text-green-400 mb-3">近期催化剂 (未来3-6个月)</h4>
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<ul class="space-y-2 list-decimal list-inside text-gray-300">
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<li><strong>欧洲EASA适航证获批:</strong> 估值逻辑从国内转向全球市场的里程碑。</li>
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<li><strong>国产长江1000发动机首次挂飞:</strong> 极大提振国产化信心，催化发动机产业链价值重估。</li>
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<li><strong>第二总装厂建设进度披露:</strong> 验证产能扩张确定性的直接证据。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-xl font-semibold text-green-400 mb-3">长期发展路径</h4>
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<ol class="space-y-2 list-decimal list-inside text-gray-300">
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<li><strong>规模化生产 (2024-2027):</strong> 完成产能爬坡，机体结构、锻件环节受益。</li>
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<li><strong>核心系统国产化 (2025-2030):</strong> 发动机、机载系统龙头迎第二波增长。</li>
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<li><strong>国际市场拓展 (2026+):</strong> 以东南亚为桥头堡，全球渗透。</li>
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<li><strong>平台化、系列化 (2030+):</strong> C929及衍生机型形成产品矩阵。</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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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-cyan-400 mb-4">综合结论与投资启示</h3>
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<p class="text-gray-300 mb-4">大飞机概念已进入由基本面驱动的产业化成长期。长期叙事宏大且确定，但短期面临宏伟规划与艰难交付爬坡之间的张力。投资需兼具战略耐心和对短期数据波动的风险认知。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="border border-green-500/30 rounded-2xl p-4 bg-green-500/10">
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<h4 class="font-bold text-green-400">确定性环节 (Alpha+Beta)</h4>
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<p class="text-sm text-gray-300"><strong>机体结构与核心锻件:</strong> 直接受益交付量增长，业绩确定性强。代表公司如中航西飞、三角防务。</p>
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</div>
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<div class="border border-yellow-500/30 rounded-2xl p-4 bg-yellow-500/10">
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<h4 class="font-bold text-yellow-400">高弹性环节 (高风险高回报)</h4>
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<p class="text-sm text-gray-300"><strong>核心系统国产化替代:</strong> 发动机(航发动力)、机载系统(中航机载)等，技术突破后价值将迎双重提升。</p>
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</div>
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<div class="border border-cyan-500/30 rounded-2xl p-4 bg-cyan-500/10">
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<h4 class="font-bold text-cyan-400">前瞻布局环节</h4>
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<p class="text-sm text-gray-300"><strong>新材料:</strong> 受益C929高复材用量预期的碳纤维复合材料(中航高科)，长期增长天花板更高。</p>
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</div>
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</div>
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</div>
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<div class="glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold text-red-400 mb-4">潜在风险与挑战</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-white">技术风险:</strong> 国产发动机及核心航电系统研发、取证及初期可靠性验证存在不确定性。</li>
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<li><strong class="text-white">商业化风险:</strong> 产能爬坡不及预期是当前最显性风险；长期需验证运营经济性。</li>
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<li><strong class="text-white">政策与竞争风险:</strong> 核心部件国产化完成前仍存供应链安全风险；EASA认证可能受地缘政治干扰。</li>
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<li><strong class="text-red-400">核心警示:</strong> 规划产能(50架/年)与实际交付(约13架/年)在2024年存在巨大鸿沟，是投资者需高度警惕的核心风险信号。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Data Tabs Section -->
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<section id="data-tabs" class="mb-16" x-data="{ tab: 'capacity' }">
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<h2 class="text-3xl md:text-4xl font-bold section-title mb-8">核心数据支撑</h2>
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<div role="tablist" class="tabs tabs-bordered tabs-lg mb-6">
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<a role="tab" class="tab" :class="{'tab-active !text-cyan-400': tab === 'capacity'}" @click.prevent="tab = 'capacity'">产能与规划</a>
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<a role="tab" class="tab" :class="{'tab-active !text-cyan-400': tab === 'operations'}" @click.prevent="tab = 'operations'">商业运营与交付</a>
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<a role="tab" class="tab" :class="{'tab-active !text-cyan-400': tab === 'supplychain'}" @click.prevent="tab = 'supplychain'">产业链与国产化</a>
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<a role="tab" class="tab" :class="{'tab-active !text-cyan-400': tab === 'policy'}" @click.prevent="tab = 'policy'">宏观与政策</a>
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</div>
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<div class="glass-card rounded-3xl p-8 min-h-[400px]">
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<!-- Tab: Capacity & Planning -->
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<div x-show="tab === 'capacity'">
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<h3 class="text-2xl font-bold text-cyan-400 mb-6">产能爬坡规划</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8 items-center">
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<div>
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<ul class="space-y-4 text-gray-300">
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<li><strong class="text-green-400 text-lg">2029年目标超预期:</strong> 商飞首次提出C919飞机2029年产能达<strong class="text-white">200架/年</strong>，较2027年150架/年上限提升33%。</li>
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<li><strong class="text-green-400 text-lg">2025年目标上修:</strong> 产能规划从50架提升至<strong class="text-white">75架</strong>，上修50%。</li>
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<li><strong class="text-green-400 text-lg">清晰的爬坡节奏:</strong> 2024-2029年产能规划分别为 <strong class="text-white">50 / 75 / 100 / 150 / 150 / 200</strong> 架。</li>
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<li><strong class="text-green-400 text-lg">产能建设加速:</strong> C919批产一期已完成，<strong class="text-white">二期产能开启建设</strong>，第二总装厂落户上海。</li>
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</ul>
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</div>
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<div id="capacityChart" class="w-full h-80"></div>
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</div>
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</div>
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<!-- Tab: Commercial Operations & Delivery -->
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<div x-show="tab === 'operations'">
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<h3 class="text-2xl font-bold text-cyan-400 mb-6">商业运营与交付</h3>
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<ul class="space-y-4 text-gray-300 list-disc list-inside">
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<li><strong>运营里程碑:</strong> 自2023年5月28日商运以来，截至2024年12月19日，累计承运旅客已<strong class="text-white">突破100万人次</strong>。</li>
|
||
<li><strong>交付加速:</strong> 国航、南航于2024年8月28日同时接收首架C919，开启<strong class="text-white">多用户运营新阶段</strong>。东航机队已达7架。</li>
|
||
<li><strong>航线网络拓展:</strong> C919累计通航城市达10个，三大航已开通北京、上海、广州至成都、武汉、海口等多条<strong class="text-white">常态化商业航线</strong>。</li>
|
||
<li><strong>国际化进程:</strong> 东南亚成为出海桥头堡，已获越南、马来西亚等国支持。EASA适航证最早于<strong class="text-white">2025年取得</strong>，进展积极。</li>
|
||
<li><strong>订单充足:</strong> 国产C919已拿下超1300架订单，三大航均签订<strong class="text-white">100架C919订单</strong>。单价从0.99亿美元涨至1.08亿美元，市场认可度提升。</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Tab: Supply Chain & Localization -->
|
||
<div x-show="tab === 'supplychain'">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">产业链与国产化</h3>
|
||
<ul class="space-y-4 text-gray-300 list-disc list-inside">
|
||
<li><strong>国产化现状:</strong> C919国产化率约<strong class="text-white">60%</strong>，但核心航发、航电等仍依赖国外。关税战有望推动国产替代加速。</li>
|
||
<li><strong>发动机 (CJ-1000):</strong> 据南华早报，国产发动机<strong class="text-white">很快将挂载C919进行验证飞行</strong>，是实现自主可控的里程碑。</li>
|
||
<li><strong>机载系统:</strong> 航空工业机载总部迁至上海，成立五大中心，补齐系统级链主角色，目标到2035年成为国际知名供应商，<strong class="text-white">加速机载国产化</strong>。</li>
|
||
<li><strong>采购增长:</strong> 商飞2025年采购额预计较2024年<strong class="text-white">提高70%</strong>，航材采购量或达近四倍，产业链景气度高。</li>
|
||
<li><strong>核心供应商:</strong>
|
||
<ul class="ml-6 mt-2 space-y-1 list-disc">
|
||
<li><strong>机体结构:</strong> <strong class="text-white">中航西飞</strong> (承担超50%份额)、洪都航空等。</li>
|
||
<li><strong>锻件:</strong> <strong class="text-white">三角防务</strong> (唯一与商飞战略绑定共建产能，单机价值9000万)、中航重机。</li>
|
||
<li><strong>新材料:</strong> <strong class="text-white">宝钛股份</strong> (钛合金)、<strong class="text-white">中航高科</strong> (复材预浸料)。</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Tab: Macro & Policy -->
|
||
<div x-show="tab === 'policy'">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">宏观与政策</h3>
|
||
<ul class="space-y-4 text-gray-300 list-disc list-inside">
|
||
<li><strong>关税政策影响:</strong> 美国对华加征关税，中国要求航司停止进口波音飞机，波音大飞机进口关税上涨至125%。<strong class="text-white">国内订单势必向商飞倾斜</strong>，创造巨大市场空间。</li>
|
||
<li><strong>国家资本支持:</strong> 中国商飞获<strong class="text-white">增资近88%</strong>，注册资本增至约941亿，国资委增资超247亿，彰显国家意志。</li>
|
||
<li><strong>基础科研支持:</strong> 工信部、国家自然科学基金委共同设立<strong class="text-white">大飞机基础研究联合基金</strong>，聚焦重大战略需求和关键核心技术。</li>
|
||
<li><strong>地方政策协同:</strong> 上海市提出到2026年，大飞机产业规模达到<strong class="text-white">800亿元左右</strong>。</li>
|
||
<li><strong>外部环境机遇:</strong> 我国航司已暂停接收波音飞机交付，叠加波音自身质量问题导致全球订单缩减，<strong class="text-white">全球航空制造业产能吃紧</strong>，为C919提供发展良机。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Table Section -->
|
||
<section id="stocks" class="mb-16">
|
||
<h2 class="text-3xl md:text-4xl font-bold section-title mb-8">相关产业链上市公司</h2>
|
||
|
||
<!-- Main Stock Table -->
|
||
<div class="glass-card rounded-3xl p-4 md:p-8 mb-12">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">产业链核心标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-gray-300">
|
||
<tr>
|
||
<th class="bg-transparent">产业链环节</th>
|
||
<th class="bg-transparent">核心公司</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">机体制造</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=000768" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中航西飞 (000768)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300775" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">三角防务 (300775)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600760" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中航沈飞 (600760)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600316" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">洪都航空 (600316)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600038" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中直股份 (600038)</a>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">动力系统(发动机)</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=600893" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">航发动力 (600893)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688510" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">航亚科技 (688510)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600391" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">航发科技 (600391)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000534" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">万泽股份 (000534)</a>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">核心锻件/零部件</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=300775" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">三角防务 (300775)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=600765" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中航重机 (600765)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300034" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">钢研高纳 (300034)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=605123" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">派克新材 (605123)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688239" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">航宇科技 (688239)</a>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">新材料/航材</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=600862" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中航高科 (600862)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688295" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中复神鹰 (688295)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002297" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">博云新材 (002297)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=001316" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">润贝航科 (001316)</a>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">机载系统</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=600372" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">中航机载 (600372)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=688586" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">江航装备 (688586)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=000801" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">四川九洲 (000801)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002985" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">北摩高科 (002985)</a>
|
||
</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td class="font-semibold text-green-400">运营维修</td>
|
||
<td class="flex flex-wrap gap-4">
|
||
<a href="https://valuefrontier.cn/company?scode=300424" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">航新科技 (300424)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=002023" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">海特高新 (002023)</a>
|
||
<a href="https://valuefrontier.cn/company?scode=300719" target="_blank" class="badge badge-outline badge-lg hover:bg-cyan-400 hover:text-black">安达维尔 (300719)</a>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Rise Analysis Table -->
|
||
<div class="glass-card rounded-3xl p-4 md:p-8">
|
||
<h3 class="text-2xl font-bold text-cyan-400 mb-6">相关个股异动解析</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead class="text-base text-gray-300">
|
||
<tr>
|
||
<th class="bg-transparent">股票名称</th>
|
||
<th class="bg-transparent">涨跌幅</th>
|
||
<th class="bg-transparent">驱动概念</th>
|
||
<th class="bg-transparent">核心逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td><a href="https://valuefrontier.cn/company?scode=603928" target="_blank" class="font-bold text-white hover:text-cyan-400">兴业股份 (603928)</a></td>
|
||
<td class="text-green-400 font-mono">+10.01%</td>
|
||
<td class="text-gray-400">光刻胶+大飞机+固态电池</td>
|
||
<td class="prose prose-invert prose-sm text-gray-300 max-w-none">公司是C919刹车片用浸渍树脂合格供应商，受益C919常态化运营；叠加光刻胶、固态电池等多重概念共振。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td><a href="https://valuefrontier.cn/company?scode=603124" target="_blank" class="font-bold text-white hover:text-cyan-400">江南新材 (603124)</a></td>
|
||
<td class="text-green-400 font-mono">+10.00%</td>
|
||
<td class="text-gray-400">大飞机+碳纤维</td>
|
||
<td class="prose prose-invert prose-sm text-gray-300 max-w-none">公告斩获C929大飞机27.3亿元碳纤维复合材料批量订单，叠加工信部补贴政策，形成“订单+政策”共振。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td><a href="https://valuefrontier.cn/company?scode=603601" target="_blank" class="font-bold text-white hover:text-cyan-400">再升科技 (603601)</a></td>
|
||
<td class="text-green-400 font-mono">+10.00%</td>
|
||
<td class="text-gray-400">C919供应链+航空材料</td>
|
||
<td class="prose prose-invert prose-sm text-gray-300 max-w-none">央媒报道其“国产飞机棉”打破垄断并批量配套C919，单机价值量120-150万，触发稀缺性重估。</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-800/50">
|
||
<td><a href="https://valuefrontier.cn/company?scode=002651" target="_blank" class="font-bold text-white hover:text-cyan-400">利君股份 (002651)</a></td>
|
||
<td class="text-green-400 font-mono">+9.98%</td>
|
||
<td class="text-gray-400">军工+大飞机</td>
|
||
<td class="prose prose-invert prose-sm text-gray-300 max-w-none">子公司获4.7亿元军机结构件订单，二期产线达产后直接配套C919等国产大飞机机体结构件。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 text-sm text-gray-500">
|
||
<p>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>
|
||
<p class="mt-1">本报告为AI合成数据，投资需谨慎。</p>
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</footer>
|
||
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