488 lines
32 KiB
HTML
488 lines
32 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>深度概念解析：信息支援</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', 'Helvetica Neue', Arial, sans-serif;
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background: #010008;
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background-image:
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radial-gradient(ellipse 20% 40% at 20% 25%, rgba(100, 12, 255, 0.2), transparent),
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radial-gradient(ellipse 20% 40% at 80% 15%, rgba(0, 150, 255, 0.15), transparent),
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radial-gradient(ellipse 30% 50% at 70% 85%, rgba(255, 0, 150, 0.1), transparent),
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radial-gradient(ellipse 40% 60% at 5% 90%, rgba(0, 255, 200, 0.1), transparent);
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background-attachment: fixed;
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(15, 12, 41, 0.5);
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-webkit-backdrop-filter: blur(20px);
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backdrop-filter: blur(20px);
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border: 1px solid rgba(118, 75, 255, 0.2);
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 40px rgba(118, 75, 255, 0.3);
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border-color: rgba(118, 75, 255, 0.4);
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}
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.bento-grid {
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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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grid-auto-rows: auto;
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}
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.grid-item-header { grid-column: span 12; }
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.grid-item-timeline { grid-column: span 12; }
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.grid-item-core-logic { grid-column: span 12; md:grid-column: span 7; }
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.grid-item-market-heat { grid-column: span 12; md:grid-column: span 5; }
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.grid-item-expectation-gap { grid-column: span 12; md:grid-column: span 6; }
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.grid-item-catalysts { grid-column: span 12; md:grid-column: span 6; }
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.grid-item-chain { grid-column: span 12; }
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.grid-item-risks { grid-column: span 12; }
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.grid-item-data-source { grid-column: span 12; }
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.grid-item-stock-table { grid-column: span 12; }
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.glow-text {
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color: #fff;
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text-shadow: 0 0 5px #fff, 0 0 10px #fff, 0 0 15px #00aaff, 0 0 20px #00aaff, 0 0 25px #00aaff;
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}
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.accent-gradient-text {
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background: linear-gradient(90deg, #88a4ff, #a26aff, #ff89b8);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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font-weight: 700;
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}
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details summary {
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cursor: pointer;
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list-style: none;
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transition: background-color 0.2s ease;
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}
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details summary::-webkit-details-marker {
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display: none;
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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: 1rem;
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top: 1.5rem;
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bottom: -1.5rem;
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width: 2px;
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background: rgba(118, 75, 255, 0.3);
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}
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.timeline-item:last-child::before {
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display: none;
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}
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.timeline-dot {
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position: absolute;
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left: 1rem;
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top: 1.5rem;
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transform: translateX(-50%);
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width: 1rem;
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height: 1rem;
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border-radius: 9999px;
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background-color: #764BFF;
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border: 2px solid rgba(255,255,255,0.5);
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box-shadow: 0 0 10px #764BFF;
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}
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.table th, .table td {
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border-color: rgba(118, 75, 255, 0.2) !important;
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 md:p-8 lg:p-12">
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<div class="max-w-7xl mx-auto space-y-6">
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<div class="bento-grid">
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<!-- Header Card -->
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<div class="grid-item-header glass-card rounded-3xl p-8 text-center relative overflow-hidden">
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<div class="absolute inset-0 bg-grid-slate-900/[0.04] bg-[bottom_1px_center] dark:bg-grid-slate-400/[0.05] dark:bg-bottom dark:border-b dark:border-slate-100/5" style="mask-image: linear-gradient(to bottom, transparent, black); -webkit-mask-image: linear-gradient(to bottom, transparent, black);"></div>
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<div class="absolute -top-1/2 -left-1/2 w-[200%] h-[200%] bg-radial-gradient(ellipse_at_center,rgba(118,75,255,0.2)_0%,rgba(118,75,255,0)_60%)"></div>
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<h1 class="text-4xl md:text-6xl font-bold glow-text mb-4 tracking-tighter">信息支援</h1>
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<h2 class="text-2xl md:text-3xl font-light text-slate-300 mb-6">深度概念解析</h2>
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<p class="text-xs text-slate-500 max-w-2xl 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” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</div>
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<!-- Concept Timeline Card -->
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<div class="grid-item-timeline glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">概念脉络：从顶层设计到市场发酵</h3>
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<div class="relative pl-8">
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<div class="timeline-item relative pb-12">
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<div class="timeline-dot"></div>
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<p class="text-sm font-semibold text-cyan-400">2021-2022</p>
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<h4 class="font-bold text-lg text-slate-100 mt-1">顶层设计与政策铺垫</h4>
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<p class="text-slate-400 mt-2 text-sm">《“十四五”规划》明确国防现代化目标，二十大报告强调“机械化、信息化、智能化”三化融合发展，为军队信息化建设加速指明方向。</p>
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</div>
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<div class="timeline-item relative pb-12">
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<div class="timeline-dot"></div>
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<p class="text-sm font-semibold text-cyan-400">2024年4月19日</p>
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<h4 class="font-bold text-lg text-slate-100 mt-1">核心催化：信息支援部队正式成立</h4>
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<p class="text-slate-400 mt-2 text-sm">解放军信息支援部队成立大会在北京举行，标志概念诞生。撤销原“战略支援部队”番号，重组形成新兵种结构。</p>
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</div>
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<div class="timeline-item relative pb-12">
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<div class="timeline-dot"></div>
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<p class="text-sm font-semibold text-cyan-400">2024年12月4日</p>
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<h4 class="font-bold text-lg text-slate-100 mt-1">高层关注与战略定调</h4>
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<p class="text-slate-400 mt-2 text-sm">总书记视察信息支援部队，强调网络信息体系在现代战争中“空前凸显”的地位，要求解决信息化建设中的“堵点难点”。</p>
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</div>
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<div class="timeline-item relative">
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<div class="timeline-dot"></div>
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<p class="text-sm font-semibold text-cyan-400">2025年Q3 (预期)</p>
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<h4 class="font-bold text-lg text-slate-100 mt-1">市场验证预期</h4>
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<p class="text-slate-400 mt-2 text-sm">市场高度关注三季度相关规划落地及订单数据，将其视为验证行业景气度反转的关键信号。</p>
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</div>
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</div>
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</div>
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<!-- Core Logic & Market Heat -->
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<div class="grid-item-core-logic glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">核心逻辑与市场认知</h3>
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<p class="text-slate-300 font-medium mb-4">信息支援概念的本质是<strong class="text-white">顶层战略驱动下的军队信息化建设模式变革</strong>，从“烟囱式”独立建设转向“体系化、网络化”统一建设。</p>
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<div class="space-y-4 text-sm">
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<div>
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<h4 class="font-bold text-teal-300">1. 核心驱动力：战略需求 + 政策强推</h4>
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<ul class="list-disc list-inside text-slate-400 mt-2 space-y-1 pl-2">
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<li><strong class="text-slate-300">实战需求倒逼：</strong>现代战争是“信息主导、联合制胜”的体系对抗，打通互联互通“堵点”势在必行。</li>
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<li><strong class="text-slate-300">顶层意志推动：</strong>由中央军委直接领导，具极高权威性，自上而下解决“接口统型难”等顽疾。</li>
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<li><strong class="text-slate-300">预算增量预期：</strong>新兵种成立有望带来新的军费预算空间，加速装备建设。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-teal-300">2. 当前阶段：从主题炒作到等待业绩验证</h4>
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<p class="text-slate-400 mt-2 pl-2">概念已走过最初的“事件宣告”阶段，目前处于“预期发酵与基本面等待期”。未来股价的核心驱动力将从“故事”转向“订单”和“业绩”。</p>
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</div>
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</div>
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</div>
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<div class="grid-item-market-heat glass-card rounded-3xl p-8 flex flex-col justify-center items-center">
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<h3 class="text-2xl font-bold mb-4 text-center accent-gradient-text">市场热度：概念引爆</h3>
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<div id="market-heat-chart" class="w-full h-64"></div>
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<p class="text-center text-slate-400 mt-2 text-sm">信息支援部队成立后，“军工信息化”概念热度飙升，显示出极强的市场爆发力与机构共识。</p>
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</div>
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<!-- Expectation Gap & Catalysts -->
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<div class="grid-item-expectation-gap glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">预期差分析：宏大叙事 vs. 短期现实</h3>
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<div class="space-y-4">
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<div class="p-4 rounded-xl bg-purple-900/20 border border-purple-500/30">
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<h4 class="font-bold text-lg text-purple-300">【预期差一】部队性质：“全新增量” vs “结构重组”</h4>
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<p class="text-sm mt-2"><strong class="text-slate-200">市场普遍认知：</strong>“全新打造”，带来巨大增量。</p>
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<p class="text-sm mt-1 text-slate-400"><strong class="text-slate-200">路演揭示：</strong>实为战略支援部队的“内部重组”与“职能整合”，预算可能更多是<strong class="text-yellow-300">存量优化和结构性倾斜</strong>，而非纯粹净增量。</p>
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</div>
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<div class="p-4 rounded-xl bg-red-900/20 border border-red-500/30">
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<h4 class="font-bold text-lg text-red-300">【预期差二】订单节奏：“立即加速” vs “短期阵痛”</h4>
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<p class="text-sm mt-2"><strong class="text-slate-200">市场普遍认知：</strong>部队成立后，订单将“加速落地”。</p>
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<p class="text-sm mt-1 text-slate-400"><strong class="text-slate-200">路演揭示：</strong>组织架构调整可能导致采购流程短期<strong class="text-yellow-300">（2024年内）受阻或放缓</strong>，形成“短期阵痛”，预计2025年恢复增长。这与市场“立即加速”的预期形成巨大反差。</p>
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</div>
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</div>
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</div>
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<div class="grid-item-catalysts glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">关键催化剂与发展路径</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-bold text-cyan-300">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-decimal list-inside text-slate-400 mt-2 space-y-1 pl-2 text-sm">
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<li><strong>规划与标准落地：</strong>2025年Q3是否出台顶层建设规划、装备统型标准。</li>
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<li><strong>标志性订单出现：</strong>核心公司发布“统型”、“新一代数据链”相关重大合同。</li>
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<li><strong>预算明确：</strong>国防预算报告中对网络信息体系建设的明确倾斜。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-cyan-300">长期发展路径</h4>
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<ul class="list-none text-slate-400 mt-2 space-y-2 text-sm">
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<li><strong class="text-slate-200">阶段一 (当前-2026)：整合与统型。</strong> 拉动通信设备、数据链、网络安全和元器件需求。</li>
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<li><strong class="text-slate-200">阶段二 (2026-2030)：融合与赋能。</strong> 催生云计算、大数据、卫星互联网、电子对抗需求。</li>
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<li><strong class="text-slate-200">阶段三 (2030+)：智能化与引领。</strong> 融合AI、量子科技，实现“智能决策”。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- Industry Chain -->
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<div class="grid-item-chain glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">产业链深度剖析</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="p-4 rounded-xl bg-sky-900/30">
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<h4 class="text-lg font-bold text-sky-300 mb-2">上游：核心元器件与基础软硬件</h4>
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<p class="text-sm text-slate-300">射频芯片、FPGA、存储器、连接器、操作系统、数据库等。</p>
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<p class="text-xs text-slate-400 mt-2">代表公司：振华科技、鸿远电子、国博电子、复旦微电、中科曙光</p>
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</div>
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<div class="p-4 rounded-xl bg-indigo-900/30">
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<h4 class="text-lg font-bold text-indigo-300 mb-2">中游：系统/终端设备</h4>
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<p class="text-sm text-slate-300">无线电台、卫星/数据链终端、电子对抗装备、导航定位、网络安全设备等。</p>
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<p class="text-xs text-slate-400 mt-2">代表公司：海格通信、七一二、上海瀚讯、四川九洲、盟升电子</p>
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</div>
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<div class="p-4 rounded-xl bg-fuchsia-900/30">
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<h4 class="text-lg font-bold text-fuchsia-300 mb-2">下游：系统集成与应用服务</h4>
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<p class="text-sm text-slate-300">为军方及各大军工院所提供整体解决方案和运维服务。</p>
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<p class="text-xs text-slate-400 mt-2">主要客户：军方及院所</p>
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</div>
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</div>
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<div class="mt-6">
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<h4 class="text-lg font-bold text-slate-200 mb-4">最具投资价值细分环节</h4>
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<div class="flex flex-wrap gap-3">
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<span class="badge badge-lg bg-cyan-500/20 text-cyan-300 border-cyan-500/30 p-3">通信与数据链 (确定性最高)</span>
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<span class="badge badge-lg bg-teal-500/20 text-teal-300 border-teal-500/30 p-3">上游核心元器件 (产业链基石)</span>
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<span class="badge badge-lg bg-amber-500/20 text-amber-300 border-amber-500/30 p-3">电子对抗 (高成长弹性)</span>
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</div>
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</div>
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</div>
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<!-- Risks -->
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<div class="grid-item-risks glass-card rounded-3xl p-8">
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<h3 class="text-2xl font-bold mb-6 accent-gradient-text">潜在风险与挑战</h3>
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<div x-data="{ active: 1 }" class="space-y-4">
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<div class="collapse collapse-plus bg-slate-800/50 rounded-xl">
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<input type="radio" name="risk-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-amber-300">
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核心矛盾：订单释放节奏不及预期
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</div>
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<div class="collapse-content">
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<p class="text-slate-400">研报普遍预示需求加速，但高凌信息路演明确指出“采购受阻”的短期现实。市场可能对短期困难估计不足，若2025 Q3/Q4核心公司订单/收入未现拐点，将证伪“立即加速”预期，可能导致板块估值回调。</p>
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</div>
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</div>
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<div class="collapse collapse-plus bg-slate-800/50 rounded-xl">
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<input type="radio" name="risk-accordion" />
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<div class="collapse-title text-xl font-medium text-slate-300">
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技术与执行风险
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</div>
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<div class="collapse-content">
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<ul class="list-disc list-inside text-slate-400 space-y-1">
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<li><strong>体系融合技术复杂性：</strong>将陆、海、空、天、网多源异构信息实时融合难度极大。</li>
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<li><strong>建设进度不及预期：</strong>顶层规划、标准制定、跨部门协调等环节复杂，易延迟。</li>
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<li><strong>统型采购下的降价风险：</strong>集采可能导致军方议价能力增强，压低供应商利润率。</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-plus bg-slate-800/50 rounded-xl">
|
||
<input type="radio" name="risk-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-slate-300">
|
||
政策与竞争风险
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p class="text-slate-400">军工行业政策变化是系统性风险。同时，随着市场空间打开，更多企业可能进入该领域，导致竞争加剧。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Data Source Accordion -->
|
||
<div class="grid-item-data-source glass-card rounded-3xl p-8" x-data="{ tab: 'news' }">
|
||
<h3 class="text-2xl font-bold mb-6 accent-gradient-text">原始情报数据源</h3>
|
||
<div class="tabs tabs-boxed bg-slate-900/50 mb-4">
|
||
<a class="tab" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||
<a class="tab" :class="{ 'tab-active': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
|
||
</div>
|
||
<div class="text-sm text-slate-400 max-h-96 overflow-y-auto p-4 bg-slate-900/50 rounded-xl space-y-4">
|
||
<div x-show="tab === 'news'">
|
||
<strong class="text-slate-200">总书记视察与指示：</strong>强调努力建设强大现代化信息支援部队，推动网络信息体系建设跨越发展，解决堵点难点。<br><br>
|
||
<strong class="text-slate-200">机构解读 (天风军工)：</strong>定位为全新战略性兵种，核心作用是实现信息主导、联合制胜，畅通链路、融合资源、加强防护。信息优势是现代战场首要优势。<br><br>
|
||
<strong class="text-slate-200">关键技术领域：</strong>重点关注军工信息化、数据链、电子对抗、上游元器件。新一代统型通信终端、数据链终端等装备建设或将加快。<br><br>
|
||
<strong class="text-slate-200">关联产业：</strong>卫星互联网与商业航天进入发展元年，与信创、算力、量子科技、AI等概念密切相关。
|
||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
||
<strong class="text-slate-200">成立背景 (多场路演)：</strong>2024年4月19日正式成立，由原战略支援部队重组，形成信息支援、军事航天、网络空间三大新部队。核心任务是统筹网络信息体系建设，实现信息主导、联合制胜。<br><br>
|
||
<strong class="text-slate-200">产业影响 (民生计算机/某军工路演)：</strong>组建将加速全产业链订单落地，需关注三季度规划和订单数据，验证行业反转。重点关注数据链、网络空间地图、卫星加密通信等方向。<br><br>
|
||
<strong class="text-slate-200">关键信息点 (高凌信息路演)：</strong>指出军队采购因主管部门调整（装备发展部→信息作战部队）短期受阻，预计2025年恢复增长。这是重要的预期差信息。<br><br>
|
||
<strong class="text-slate-200">性质澄清 (兴业证券路演)：</strong>强调信息支援部队是战略支援部队的内部重组和职能整合，而非全新增设，需明确其调整性质。
|
||
</div>
|
||
<div x-show="tab === 'report'">
|
||
<strong class="text-slate-200">战略定位 (综合研报)：</strong>全新打造的战略性兵种，是统筹网络信息体系建设运用的关键支撑，由中央军委直接领导。体现了军委将信息化建设摆到前所未有的高度。<br><br>
|
||
<strong class="text-slate-200">核心任务 (综合研报)：</strong>坚持信息主导、联合制胜；畅通信息链路，融合信息资源，加强信息防护；深度融入全军联合作战体系。<br><br>
|
||
<strong class="text-slate-200">产业影响 (综合研报)：</strong>将带动军工信息化产业快速发展，解决互联互通问题，推动通信终端、数据链等统型工作。重点受益领域包括军工信息化、电子对抗、数据链、网络安全、上游元器件。<br><br>
|
||
<strong class="text-slate-200">市场热度 (综合研报)：</strong>信息支援部队成立后，“军工信息化”概念热度飙升124,017.58%，显示极强市场关注度。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Stock Table -->
|
||
<div class="grid-item-stock-table glass-card rounded-3xl p-8">
|
||
<h3 class="text-2xl font-bold mb-6 accent-gradient-text">核心关联标的</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr class="text-slate-300">
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold text-white">海格通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002465" target="_blank" class="link link-hover text-cyan-400">002465</a></td>
|
||
<td>业务布局最全面的平台型领导者，完美契合“通联万物”需求。</td>
|
||
<td>军用无线通信、卫星通信、北斗导航</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">七一二</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603712" target="_blank" class="link link-hover text-cyan-400">603712</a></td>
|
||
<td>国内军用无线通信装备核心供应商，在“统型”工作中确定性强。</td>
|
||
<td>军用超短波通信设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">四川九洲</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000801" target="_blank" class="link link-hover text-cyan-400">000801</a></td>
|
||
<td>电子对抗是“加强信息防护”关键环节，具备高弹性。</td>
|
||
<td>军用电子战、电子侦察、电子干扰</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">振华科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000733" target="_blank" class="link link-hover text-cyan-400">000733</a></td>
|
||
<td>军用电子元器件龙头，受益于整个下游需求放量，确定性高。</td>
|
||
<td>新型电子元器件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">上海瀚讯</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688162" target="_blank" class="link link-hover text-cyan-400">688162</a></td>
|
||
<td>专网宽带通信设备，用于信息支援部队的通信网络构建。</td>
|
||
<td>专网宽带通讯设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">盟升电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688311" target="_blank" class="link link-hover text-cyan-400">688311</a></td>
|
||
<td>卫星导航与天线产品，满足导航、定位与通信需求。</td>
|
||
<td>北斗卫星导航终端、卫星通信天线</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">中科曙光</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603019" target="_blank" class="link link-hover text-cyan-400">603019</a></td>
|
||
<td>满足海量信息处理和存储需求，提升信息处理与算力能力。</td>
|
||
<td>高性能计算机、云计算、算力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">太极股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002368" target="_blank" class="link link-hover text-cyan-400">002368</a></td>
|
||
<td>提供云计算和大数据服务，提升作战指挥和决策能力。</td>
|
||
<td>云计算服务、大数据处理、信创</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold text-white">鸿远电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603267" target="_blank" class="link link-hover text-cyan-400">603267</a></td>
|
||
<td>产品作为电子设备和系统的基础组件，是产业链基石。</td>
|
||
<td>电子元器件及模块</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
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|
||
|
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