519 lines
37 KiB
HTML
519 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>深度研报：军贸概念</title>
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body {
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font-family: 'Roboto', sans-serif;
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background-color: #0a0a1a;
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background-image:
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radial-gradient(circle at 10% 10%, rgba(0, 246, 255, 0.1) 0%, transparent 30%),
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-8">
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<header class="text-center py-8">
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<h1 class="font-orbitron text-4xl md:text-6xl font-bold uppercase title-glow tracking-widest">军贸</h1>
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<p class="text-cyan-300 text-lg mt-2 tracking-wider">MILITARY TRADE ANALYSIS</p>
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<div class="mt-4 text-xs text-gray-500 max-w-2xl mx-auto p-2 border border-gray-700 rounded-lg bg-black/30">
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<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>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<main class="space-y-8">
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<!-- Insight Section: Bento Grid -->
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<section id="insight" class="bento-grid">
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<div class="glass-card rounded-3xl p-6 grid-item-1">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">核心观点摘要</h2>
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<p class="text-gray-300">中国军贸正处关键跃升期，核心驱动力源于全球军备需求扩张与传统供给格局重塑的历史机遇，叠加国内技术成熟与政策支持。军贸不仅是军工行业的“第二增长曲线”，更因其极高的盈利弹性，有望成为重塑整个军工板块估值体系的核心引擎。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 grid-item-2 flex flex-col justify-center">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">概念事件</h2>
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<p class="text-gray-300 text-sm">全球新一轮军备竞赛开启，俄乌冲突动摇传统供给格局。2023年起，航空工业集团等将“军贸”提升至主责主业，审批体制改革提速。印巴空战、中东冲突验证国产装备性能，歼-10CE、L15、翼龙等订单相继突破，标志着军贸从补充业务转向核心战略。</p>
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</div>
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<div class="glass-card rounded-3xl p-6 grid-item-3 flex flex-col">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">核心驱动力</h2>
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<ul class="space-y-2 text-sm text-gray-300 list-disc list-inside flex-grow">
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<li><strong class="text-cyan-400">供需失衡下的市场真空:</strong> 俄产能收缩，美交付延迟，中国凭强大工业能力与现货优势填补空缺。</li>
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<li><strong class="text-cyan-400">颠覆性的盈利模式:</strong> 军贸利润空间巨大（可达国内业务5-10倍），从根本上改善主机厂财务，打开成长天花板。</li>
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<li><strong class="text-cyan-400">技术实力的溢出效应:</strong> 自主创新成果丰硕，无人机、五代机等达世界先进水平，支撑出口走向高端化、体系化。</li>
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<li><strong class="text-cyan-400">国家战略意志顶层加持:</strong> 军贸是输出政治外交影响力的重要抓手，政策支持与体制改革意愿空前强烈。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 grid-item-4">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">市场预期差分析</h2>
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<div class="space-y-3 text-sm text-gray-300">
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<div>
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<p class="font-semibold text-cyan-400">“订单”与“收入”的预期差</p>
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<p>市场对新签订单反应热烈，但从订单到交付确认收入存在长周期，2024年TIV数据下滑与订单高增形成矛盾，需警惕业绩兑现节奏。</p>
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</div>
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<div>
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<p class="font-semibold text-cyan-400">“明星单品”与“体系化作战”的预期差</p>
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<p>市场聚焦明星单品，但更高阶的体系化输出能力尚处早期（主要对巴基斯坦），客户接受度与实施能力或被高估。</p>
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</div>
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<div>
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<p class="font-semibold text-cyan-400">“高大上”与“低成本消耗品”的预期差</p>
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<p>市场关注焦点在战机等高价值装备，但FPV、巡飞弹等低成本、巨量消耗品可能是弹性更大、需求更迫切的方向，其价值未被充分认知。</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-6 grid-item-5">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">关键催化剂与未来发展路径</h2>
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<div class="flex flex-col md:flex-row gap-6">
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<div class="flex-1">
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<h3 class="font-semibold text-cyan-400 mb-2">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside space-y-1 text-sm text-gray-300">
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<li><strong>重大订单落地:</strong> 尤其是中东大单或歼-35首个出口订单。</li>
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<li><strong>财税政策深化:</strong> “军贸退税+贴息”等政策扩大范围或力度。</li>
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<li><strong>实战表现:</strong> 新冲突中，中国装备再次展现优异性能。</li>
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</ul>
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</div>
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<div class="flex-1 border-t md:border-t-0 md:border-l border-cyan-500/20 pt-4 md:pt-0 md:pl-4">
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<h3 class="font-semibold text-cyan-400 mb-2">长期发展路径</h3>
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<ol class="list-decimal list-inside space-y-1 text-sm text-gray-300">
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<li><strong class="text-white">单点突破 (当前):</strong> 明星单品敲开市场，建立口碑。</li>
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<li><strong class="text-white">成链出海:</strong> “主机+弹药”捆绑销售，锁定后续市场。</li>
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<li><strong class="text-white">体系输出:</strong> 提供全套解决方案，竞争体系级供应商。</li>
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<li><strong class="text-white">合作共研:</strong> 联合研发、技术转移，深度绑定战略伙伴。</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-6 grid-item-6">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">产业链核心公司剖析</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4 text-sm">
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<div>
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<h3 class="font-semibold text-cyan-400 mb-2">领导者 (已验证)</h3>
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<ul class="space-y-1 text-gray-300">
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<li><strong>中航成飞:</strong> 歼-10CE/枭龙出口龙头，确定性最高。</li>
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<li><strong>中无人机/航天彩虹:</strong> 无人机军贸双寡头，模式成熟。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-cyan-400 mb-2">追赶者/高弹性标的</h3>
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<ul class="space-y-1 text-gray-300">
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<li><strong>中航沈飞:</strong> 歼-35隐身战机，具备0到1巨大弹性，军贸概念“灵魂”。</li>
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<li><strong>国睿科技:</strong> 纯粹雷达配套核心，业绩与军贸主线高度绑定。</li>
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<li><strong>航天南湖:</strong> 防空反导核心配套，需求旺盛，弹性最大。</li>
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</ul>
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</div>
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<div class="md:col-span-2">
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<h3 class="font-semibold text-cyan-400 mt-2 mb-2">待验证的关键逻辑</h3>
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<p class="text-gray-300"><strong>中航西飞 (运-20):</strong> 市场寄予厚望，但大额军贸订单尚未落地，是其逻辑亟待验证的关键环节。<strong>中航沈飞 (歼-35):</strong> 市场最大期待，但出口前景仍停留在“预期”阶段，需等待实质性订单证实。</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-6 grid-item-7">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">潜在风险与挑战</h2>
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<ul class="space-y-2 text-sm text-gray-300 list-disc list-inside">
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<li><strong>技术风险:</strong> 高端发动机、芯片等关键部件仍可能成为瓶颈。</li>
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<li><strong>商业化风险:</strong> 地缘政治不确定性、制裁风险、交付与回款周期长。</li>
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<li><strong>竞争风险:</strong> 美、法等国竞争依然激烈，客户国“本土化”要求构成挑战。</li>
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<li class="text-amber-300"><strong class="text-amber-300">数据矛盾点:</strong> 2024年路演宣称订单高增，但研报TIV交付额大幅下滑，反映“新签订单高峰”与“交付低谷”的错配，需警惕。</li>
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</ul>
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</div>
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<div class="glass-card rounded-3xl p-6 grid-item-8">
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<h2 class="font-orbitron text-xl text-cyan-300 mb-3">综合结论与投资启示</h2>
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<p class="mb-4 text-gray-300">军贸已从主题炒作迈入基本面驱动阶段，是可能持续数年的结构性增长机遇。投资者需重点跟踪新签订单、财报外销收入占比、核心配套毛利率及第三方交付数据，以验证逻辑兑现。</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm">
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<div class="bg-cyan-900/30 p-3 rounded-lg border border-cyan-700/50">
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<h4 class="font-bold text-cyan-300">高端平台 (高风险/回报)</h4>
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<p>以<strong>中航沈飞(歼-35)</strong>为代表，决定中国军贸能级跃迁的胜负手。</p>
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</div>
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<div class="bg-purple-900/30 p-3 rounded-lg border border-purple-700/50">
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<h4 class="font-bold text-purple-300">核心配套 (稳健增长)</h4>
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<p>以<strong>国睿科技、航天南湖</strong>为代表，业绩确定性高，逻辑纯粹。</p>
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</div>
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<div class="bg-lime-900/30 p-3 rounded-lg border border-lime-700/50">
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<h4 class="font-bold text-lime-300">无人与智能弹药 (高消耗/弹性)</h4>
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<p>以<strong>中无人机、中兵红箭</strong>为代表，需求量大、消耗快，业绩弹性可能超预期。</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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<!-- Data Visualization -->
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<section id="data-visualization" class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card rounded-3xl p-6 min-h-[400px]">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-3 text-center">全球军费开支趋势</h3>
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<div id="global-spending-chart" class="w-full h-[350px]"></div>
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</div>
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<div class="glass-card rounded-3xl p-6 min-h-[400px]">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-3 text-center">全球武器出口国格局 (2020-2024)</h3>
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<div id="exporter-share-chart" class="w-full h-[350px]"></div>
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</div>
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</section>
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<!-- Supporting Data Tabs -->
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<section id="supporting-data" x-data="{ tab: 'news' }">
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<div class="flex justify-center mb-4 border-b border-cyan-500/20">
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<button @click="tab = 'news'" :class="{'border-cyan-400 text-cyan-300': tab === 'news', 'border-transparent text-gray-400': tab !== 'news'}" class="px-6 py-3 font-semibold border-b-2 transition">新闻数据</button>
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<button @click="tab = 'roadshow'" :class="{'border-cyan-400 text-cyan-300': tab === 'roadshow', 'border-transparent text-gray-400': tab !== 'roadshow'}" class="px-6 py-3 font-semibold border-b-2 transition">路演纪要</button>
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<button @click="tab = 'research'" :class="{'border-cyan-400 text-cyan-300': tab === 'research', 'border-transparent text-gray-400': tab !== 'research'}" class="px-6 py-3 font-semibold border-b-2 transition">研报精粹</button>
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</div>
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<div class="glass-card rounded-3xl p-6">
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<div x-show="tab === 'news'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-li:text-gray-300">
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<h4>一、军贸市场总体趋势与前景展望</h4>
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<ul>
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<li><strong>战略看多与核心地位：</strong>“继续战略看多高端军贸”，“军贸会贯穿整个军工十五五的投资”，“军贸仍是最核心主线”。军贸利润空间巨大足以重塑军工空间，甚至重塑军工估值体系。</li>
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<li><strong>国际背景与机遇：</strong>全球军事冲突频发，多国军费增加。美俄“自顾不暇”，为我国抢占全球军贸市场提供机遇。美式装备“可靠性”问题，促使中东国家重新审视防御系统。</li>
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</ul>
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<h4>二、市场数据与规模潜力</h4>
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<ul>
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<li><strong>中国军贸潜力：</strong>我国军贸收入/GDP仅0.06%，远低于美国（0.41%），提升空间巨大。全球占比约5.8%，与技术水平不符。航空装备在全球军贸中占比超40%，为我国后续突破提供巨大空间。</li>
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</ul>
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<h4>三、具体军贸合同、潜在客户与目标市场</h4>
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<ul>
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<li><strong>已确认合同：</strong>印尼（歼-10CE）、阿联酋（L15）、埃及（翼龙2）、国科军工（4.66亿军贸火箭弹发动机装药）。</li>
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<li><strong>潜在客户：</strong>中东（沙特）、巴基斯坦、马来西亚、东南亚、北非。</li>
|
||
</ul>
|
||
<h4>四、重点出口装备类别与产品</h4>
|
||
<ul>
|
||
<li><strong>高端体系化：</strong>防空体系（红旗系列、KJ500、PL15、歼10/35）。</li>
|
||
<li><strong>军用飞机：</strong>歼-10CE、枭龙、歼-35、L15、Y-20。</li>
|
||
<li><strong>无人机：</strong>翼龙系列、FPV（穿越机，被指为“海外战场最大的消耗品”）。</li>
|
||
<li><strong>导弹与弹药：</strong>YJ-12E、远程火箭弹、低成本智能化导弹。</li>
|
||
</ul>
|
||
<h4>五、政策、体制改革与军工集团动态</h4>
|
||
<ul>
|
||
<li><strong>体制改革：</strong>由装发单独管理，大大提高审批效率。</li>
|
||
<li><strong>集团战略转向：</strong>航空工业集团将军贸提升至“主责主业”地位，航天科工、中国兵器等强力推进国际化。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'roadshow'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-li:text-gray-300">
|
||
<h4>一、宏观背景与市场格局</h4>
|
||
<ul>
|
||
<li><strong>全球军贸高景气：</strong>地缘冲突驱动，2024年全球军费预计达2.6万亿美元，同比增长9.01%。装备消耗属性凸显。</li>
|
||
<li><strong>供给格局变化：</strong>俄罗斯份额急剧下滑，法国跃居第二，美俄“双寡头”格局被打破。</li>
|
||
</ul>
|
||
<h4>二、中国军贸的战略地位与机遇</h4>
|
||
<ul>
|
||
<li><strong>战略定位提升：</strong>军工行业的“第二增长曲线”和“历史性机遇”。中航工业将“军贸”列为核心主责主业。</li>
|
||
<li><strong>市场机遇：</strong>填补美俄市场空缺，份额提升潜力巨大。2024年国内军工集团军贸订单总量达100-200亿美元。</li>
|
||
</ul>
|
||
<h4>三、中国军贸的核心优势与产品结构</h4>
|
||
<ul>
|
||
<li><strong>核心优势：</strong>高性价比、技术提升、产能优势、成体系输出能力。</li>
|
||
<li><strong>重点装备：</strong>飞行器（歼-10CE, 歼-35）、无人机（翼龙, 彩虹）、雷达与防空系统（红旗9）、导弹与弹药（远火）。</li>
|
||
</ul>
|
||
<h4>四、盈利能力</h4>
|
||
<ul>
|
||
<li><strong>利润率显著高于国内：</strong>无人化装备采购价可达国内价格的5-10倍。案例：中无人机军贸毛利率27% vs 国内5%。后续维修市场是长期利润来源。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'research'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-li:text-gray-300">
|
||
<h4>一、核心观点</h4>
|
||
<ul>
|
||
<li>军贸将成为全球大变局下的受益领域，富有弹性的军贸市场有望成为我国军工行业持续高增长的新动力。</li>
|
||
<li>军贸是承担行业增量需求的重要方向，盈利能力强，可能重塑军工估值体系。25年或是军贸从1→5发展的重要拐点。</li>
|
||
</ul>
|
||
<h4>二、全球军贸现状与趋势</h4>
|
||
<ul>
|
||
<li><strong>结构变化：</strong>飞机类武器装备军贸指标下降，导弹和防空武器装备稳中有升。</li>
|
||
<li><strong>格局变化：</strong>美国主导，法国跃居第二，俄罗斯出口显著压缩。亚太（37%）和中东（30%）为主要进口地区。</li>
|
||
<li><strong>未来趋势：</strong>2024-2025年进入实质性上行周期，航空航天装备有望脱颖而出。</li>
|
||
</ul>
|
||
<h4>三、中国军贸现状与机遇</h4>
|
||
<ul>
|
||
<li><strong>发展阶段：</strong>已进入"自研装备为主"阶段，贸易顺差期来临。出口全球占比5.8%-5.9%。</li>
|
||
<li><strong>机遇：</strong>产品竞争优势提升，产能外溢，需求缺口。中东是未来增量主战场。沙特在2022年珠海航展豪掷近40亿美元采购我国武器。</li>
|
||
</ul>
|
||
<h4>四、军贸对军工产业的影响</h4>
|
||
<ul>
|
||
<li><strong>增收增利：</strong>军贸溢价属性显著提升企业盈利空间（参考美国溢价率50%-100%），有望大幅提升下游上市公司毛利率。</li>
|
||
<li><strong>提质增效：</strong>促进技术升级，实战检验有助于武器装备改进提升。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis Section -->
|
||
<section id="rise-analysis">
|
||
<h2 class="font-orbitron text-3xl text-center mb-8 title-glow">涨停复盘解析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Cards will be generated here -->
|
||
<div class="glass-card rounded-3xl p-6 flex flex-col">
|
||
<div class="flex justify-between items-start mb-3">
|
||
<div>
|
||
<h4 class="font-bold text-lg text-white">长城军工 (601606)</h4>
|
||
<p class="text-sm text-gray-400">2025-11-17</p>
|
||
</div>
|
||
<div class="badge badge-success badge-lg font-bold text-white">+10.0%</div>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-4"><strong class="text-cyan-400">核心驱动:</strong> “军贸退税+贴息”政策落地，公司因军贸收入占比最高（58%）成为资金唯一性攻击标的，叠加东海实弹演习催化，共同导致一字涨停。</p>
|
||
<div class="mt-auto space-x-2">
|
||
<div class="badge badge-outline border-cyan-400 text-cyan-400">军贸</div>
|
||
<div class="badge badge-outline border-purple-400 text-purple-400">政策利好</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 flex flex-col">
|
||
<div class="flex justify-between items-start mb-3">
|
||
<div>
|
||
<h4 class="font-bold text-lg text-white">观想科技 (301213)</h4>
|
||
<p class="text-sm text-gray-400">2025-06-23</p>
|
||
</div>
|
||
<div class="badge badge-success badge-lg font-bold text-white">+20.0%</div>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-4"><strong class="text-cyan-400">核心驱动:</strong> 受益于军工行业政策利好及AI军工、军贸等多重概念叠加。公司作为军工信息化解决方案提供商，具有军贸业务资质，直接受益于行业需求恢复与新增长预期。</p>
|
||
<div class="mt-auto space-x-2">
|
||
<div class="badge badge-outline border-cyan-400 text-cyan-400">军贸</div>
|
||
<div class="badge badge-outline border-lime-400 text-lime-400">AI军工</div>
|
||
<div class="badge badge-outline border-purple-400 text-purple-400">军工信息化</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card rounded-3xl p-6 flex flex-col">
|
||
<div class="flex justify-between items-start mb-3">
|
||
<div>
|
||
<h4 class="font-bold text-lg text-white">中兵红箭 (000519)</h4>
|
||
<p class="text-sm text-gray-400">2025-06-30</p>
|
||
</div>
|
||
<div class="badge badge-success badge-lg font-bold text-white">+10.0%</div>
|
||
</div>
|
||
<p class="text-sm text-gray-300 mb-4"><strong class="text-cyan-400">核心驱动:</strong> 集团重组落地、军贸订单放量、央企资产证券化预期四重共振。公司被定位为“智能弹药整合旗舰”，红箭导弹等中东订单饱满，受益明确。</p>
|
||
<div class="mt-auto space-x-2">
|
||
<div class="badge badge-outline border-cyan-400 text-cyan-400">军贸弹药</div>
|
||
<div class="badge badge-outline border-amber-400 text-amber-400">军工重组</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table Section -->
|
||
<section id="stock-list">
|
||
<h2 class="font-orbitron text-3xl text-center mb-8 title-glow">相关产业链公司</h2>
|
||
<div class="glass-card rounded-3xl p-4 sm:p-6">
|
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<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-cyan-300 text-sm">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>产业链环节</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-gray-300">
|
||
<!-- Core Stocks -->
|
||
<tr class="hover:bg-cyan-900/30"><td>中航成飞</td><td><a href="https://valuefrontier.cn/company?scode=302132" target="_blank" class="link link-hover text-cyan-400">302132</a></td><td>研产歼10C等航空整机装备</td><td>歼-10, 核心</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>中航沈飞</td><td><a href="https://valuefrontier.cn/company?scode=600760" target="_blank" class="link link-hover text-cyan-400">600760</a></td><td>研制中型隐身多用途战斗机歼-35A</td><td>歼-35, 核心</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>国睿科技</td><td><a href="https://valuefrontier.cn/company?scode=600562" target="_blank" class="link link-hover text-cyan-400">600562</a></td><td>机载雷达/预警雷达核心供应商</td><td>歼-35, 红旗19</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>洪都航空</td><td><a href="https://valuefrontier.cn/company?scode=600316" target="_blank" class="link link-hover text-cyan-400">600316</a></td><td>教练机核心主机厂</td><td>教练机</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>中航西飞</td><td><a href="https://valuefrontier.cn/company?scode=000768" target="_blank" class="link link-hover text-cyan-400">000768</a></td><td>运-20及空警500等预警机平台</td><td>空警500, 军机</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>中无人机</td><td><a href="https://valuefrontier.cn/company?scode=688297" target="_blank" class="link link-hover text-cyan-400">688297</a></td><td>翼龙系列无人机出口主力</td><td>无人机</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>航天彩虹</td><td><a href="https://valuefrontier.cn/company?scode=002389" target="_blank" class="link link-hover text-cyan-400">002389</a></td><td>彩虹系列无人机出口主力</td><td>无人机</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>航天南湖</td><td><a href="https://valuefrontier.cn/company?scode=688552" target="_blank" class="link link-hover text-cyan-400">688552</a></td><td>防空反导核心配套，制导雷达</td><td>红旗19</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>国科军工</td><td><a href="https://valuefrontier.cn/company?scode=688543" target="_blank" class="link link-hover text-cyan-400">688543</a></td><td>军贸火箭弹发动机装药，导弹安全保险装置</td><td>红旗19, 弹药</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>航发动力</td><td><a href="https://valuefrontier.cn/company?scode=600893" target="_blank" class="link link-hover text-cyan-400">600893</a></td><td>航空发动机及后续维修市场</td><td>动力系统</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>四创电子</td><td><a href="https://valuefrontier.cn/company?scode=600990" target="_blank" class="link link-hover text-cyan-400">600990</a></td><td>空警500预警机核心雷达载荷研制方</td><td>空警500</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>北方导航</td><td><a href="https://valuefrontier.cn/company?scode=600435" target="_blank" class="link link-hover text-cyan-400">600435</a></td><td>导弹制导系统核心供应商</td><td>惯性导航</td></tr>
|
||
<!-- Other related stocks -->
|
||
<tr class="hover:bg-cyan-900/30"><td>佳驰科技</td><td><a href="https://valuefrontier.cn/company?scode=688708" target="_blank" class="link link-hover text-cyan-400">688708</a></td><td>隐身涂料及结构件</td><td>歼-35</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>中直股份</td><td><a href="https://valuefrontier.cn/company?scode=600038" target="_blank" class="link link-hover text-cyan-400">600038</a></td><td>直升机龙头，直-20有出口潜力</td><td>直升机</td></tr>
|
||
<tr class="hover:bg-cyan-900/30"><td>中航重机</td><td><a href="https://valuefrontier.cn/company?scode=600765" target="_blank" class="link link-hover text-cyan-400">600765</a></td><td>航空核心锻件供应商</td><td>航空锻件</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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