542 lines
54 KiB
HTML
542 lines
54 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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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, shrink-to-fit=no">
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<title>军工行业深度分析报告</title>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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min-height: 100vh;
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color: #e2e8f0;
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tr:hover {
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<body>
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<div id="tsparticles"></div>
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<div class="content-wrapper max-w-7xl mx-auto px-4 py-8">
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<!-- 标题部分 -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 bg-clip-text text-transparent bg-gradient-to-r from-blue-400 to-purple-500">
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军工行业深度分析报告
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</h1>
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<p class="text-lg text-slate-300 max-w-3xl mx-auto">
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政策驱动订单释放 + 军贸打开第二曲线 + 技术迭代重塑估值
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</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="opportunity-badge">政策驱动</span>
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<span class="opportunity-badge">军贸扩张</span>
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<span class="opportunity-badge">技术迭代</span>
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</div>
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</header>
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<!-- 概念事件 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 section-title">概念事件</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">背景与催化事件</h3>
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<p class="text-slate-300 mb-4">
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2024-2025年，军工行业进入"十四五"收官与"十五五"规划衔接的关键窗口期，叠加地缘政治（印巴冲突、台海军演）、军贸复苏（珠海航展签约2856亿元）、技术迭代（AI+军工、低成本弹药）三重催化，形成"政策-需求-技术"共振。
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</p>
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</div>
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">关键时间轴</h3>
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<ul class="space-y-3">
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<li class="timeline-dot pl-6">
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<span class="font-medium text-blue-300">2024年9月：</span>
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<span class="text-slate-300">国盛军工提出"阅兵牛"行情（对标2015年军工指数上涨80%）</span>
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</li>
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<li class="timeline-dot pl-6">
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<span class="font-medium text-blue-300">2024年12月：</span>
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<span class="text-slate-300">光威复材36.6亿订单落地，预示Q1订单潮启动</span>
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</li>
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<li class="timeline-dot pl-6">
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<span class="font-medium text-blue-300">2025年5月：</span>
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<span class="text-slate-300">珠海航展签约创新高，歼-35、翼龙-3等军贸型号获出口立项</span>
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</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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<!-- 核心观点摘要 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 section-title">核心观点摘要</h2>
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<div class="highlight-box rounded-xl">
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<p class="text-lg text-slate-200">
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军工行业正处于<strong class="text-blue-300">"政策驱动订单释放+军贸打开第二曲线+技术迭代重塑估值"</strong>的三重拐点，2025年或为近10年弹性最大的一年。<strong class="text-purple-300">核心矛盾</strong>从"估值杀"转向"订单兑现"，<strong class="text-green-300">军贸（出口占比<3%→潜在10倍空间）和AI军工（Palantir映射）</strong>是最大预期差。
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</p>
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</div>
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</section>
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<!-- 核心逻辑与市场认知分析 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 section-title">核心逻辑与市场认知分析</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-blue-500 flex items-center justify-center mr-3">
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<i class="fas fa-landmark text-white"></i>
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</div>
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<h3 class="text-xl font-semibold text-blue-300">政策端</h3>
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</div>
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<ul class="space-y-2 text-slate-300">
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<li>• 2027年建军百年目标倒逼"十四五"末订单冲刺</li>
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<li>• 2025年国防预算增速7.2%</li>
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<li>• 央企考核新增"市值管理"权重</li>
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</ul>
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</div>
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-green-500 flex items-center justify-center mr-3">
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<i class="fas fa-chart-line text-white"></i>
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</div>
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<h3 class="text-xl font-semibold text-green-300">需求端</h3>
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</div>
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<ul class="space-y-2 text-slate-300">
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<li>• 内需：积压订单释放（2023-2024年人事调整延迟交付）</li>
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<li>• 外需：俄乌冲突暴露全球弹药缺口</li>
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<li>• 中国军贸性价比优势（歼-10CE单价仅为F-35的1/5）</li>
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</ul>
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</div>
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<div class="flex items-center mb-4">
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<div class="w-10 h-10 rounded-full bg-purple-500 flex items-center justify-center mr-3">
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<i class="fas fa-microchip text-white"></i>
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</div>
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<h3 class="text-xl font-semibold text-purple-300">技术端</h3>
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</div>
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<ul class="space-y-2 text-slate-300">
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<li>• AI+军工（无人机集群、智能弹药）从0到1突破</li>
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<li>• 军用机器人赛道启动拐点</li>
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<li>• 国盛军工提示"0-100"阶段</li>
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</ul>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度与情绪</h3>
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<ul class="space-y-3 text-slate-300">
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<li>• <span class="font-medium">研报密度：</span>2024年12月-2025年5月，国盛军工连发12篇"强CALL"</li>
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<li>• <span class="font-medium">资金动向：</span>军工ETF份额5月环比增9.3%，融资余额968.6亿元（占两市5.44%）</li>
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<li>• <span class="font-medium">公募持仓：</span>仅3.46%（低配）</li>
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</ul>
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</div>
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差分析</h3>
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<div class="space-y-3">
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<div>
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<p class="font-medium text-slate-200">市场共识</p>
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<p class="text-slate-300">阅兵+订单修复</p>
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</div>
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<div>
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<p class="font-medium text-slate-200">忽略点</p>
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<ul class="text-slate-300 pl-5 list-disc">
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<li>军贸利润率：出口溢价率50%-100%（美国军贸毛利率60%+），国内军品毛利率仅25%-30%</li>
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<li>产能瓶颈：固体火箭发动机（占导弹成本20%）扩产受限，国科军工等民企份额有望从5%提升至20%</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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</div>
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</section>
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<!-- 关键催化剂与未来发展路径 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 section-title">关键催化剂与未来发展路径</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<ol class="space-y-3 text-slate-300">
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<li class="flex">
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<span class="font-bold text-blue-400 mr-2">1.</span>
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<span><strong class="text-slate-200">订单落地：</strong>2025Q1军工电子订单先行（火炬电子、鸿远电子），中航沈飞/航发动力关联交易增速或达50%（对标2019年航发动力+55%）</span>
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</li>
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<li class="flex">
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<span class="font-bold text-blue-400 mr-2">2.</span>
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<span><strong class="text-slate-200">军贸催化：</strong>歼-35出口中东（埃及50架订单待官宣），航天彩虹CH-9获出口立项</span>
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</li>
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<li class="flex">
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<span class="font-bold text-blue-400 mr-2">3.</span>
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<span><strong class="text-slate-200">政策催化：</strong>十五五规划草案（2025年6月）或明确"低成本弹药+AI军工"预算倾斜</span>
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</li>
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</ol>
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</div>
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<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径</h3>
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<div class="space-y-4">
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<div>
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<p class="font-medium text-green-300 mb-2">2025-2027年</p>
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<ul class="text-slate-300 pl-5 list-disc">
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<li>军贸占比从3%→10%（对应1400亿增量市场）</li>
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<li>AI军工从试验走向列装（无人僚机、智能巡飞弹）</li>
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</ul>
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</div>
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<div>
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<p class="font-medium text-green-300 mb-2">2028-2030年</p>
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<ul class="text-slate-300 pl-5 list-disc">
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<li>军民融合（低空经济、商业航天）贡献30%收入</li>
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<li>军工央企资产证券化率从40%→70%</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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</div>
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</section>
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<!-- 产业链与核心公司深度剖析 -->
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<section class="mb-12">
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<h2 class="text-2xl font-bold mb-6 section-title">产业链与核心公司深度剖析</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="card-shadow rounded-xl p-4 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<p class="font-medium text-blue-300 mb-2">上游</p>
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<p class="text-slate-300">军工电子（鸿远电子-MLCC）、材料（光威复材-碳纤维）</p>
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</div>
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<div class="card-shadow rounded-xl p-4 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<p class="font-medium text-green-300 mb-2">中游</p>
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<p class="text-slate-300">弹药（长城军工-军贸+低成本）、发动机（航发动力-关联交易高增）</p>
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</div>
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<div class="card-shadow rounded-xl p-4 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
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<p class="font-medium text-purple-300 mb-2">下游</p>
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<p class="text-slate-300">主机厂（中航沈飞-歼-35出口）、军贸总包（中航成飞）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr>
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<th>公司</th>
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<th>逻辑纯度</th>
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<th>订单验证</th>
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<th>风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-medium">长城军工</td>
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<td>★★★★☆</td>
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<td>2025关联交易额12亿（+650%）</td>
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<td>弹药降价压力</td>
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</tr>
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<tr>
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<td class="font-medium">国科军工</td>
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<td>★★★★☆</td>
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<td>固体发动机唯一民企，Q1订单超预期</td>
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<td>产能爬坡不及预期</td>
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</tr>
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<tr>
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<td class="font-medium">航天彩虹</td>
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<td>★★★☆☆</td>
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<td>无人机出口占比70%，CH-9立项</td>
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<td>军贸政策波动</td>
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</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">验证与证伪</h3>
|
||
<div class="highlight-box rounded-xl">
|
||
<p class="text-slate-200">
|
||
<strong class="text-red-400">证伪点：</strong>国盛军工预测2025年军工指数超额收益41%，但2024Q1核心军工净利润增速-13.19%，<strong class="text-yellow-300">需跟踪Q2订单是否逆转</strong>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">潜在风险与挑战</h2>
|
||
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>风险类型</th>
|
||
<th>具体表现</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-medium"><span class="risk-badge">技术风险</span></td>
|
||
<td>高超音速导弹量产延迟（美国标准-6扩产失败案例）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium"><span class="risk-badge">商业化风险</span></td>
|
||
<td>低成本弹药毛利率或低于20%（莱茵金属弹药业务净利率仅15%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium"><span class="risk-badge">政策风险</span></td>
|
||
<td>军贸出口管制收紧（《两用物项条例》2024年12月实施）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-medium"><span class="risk-badge">信息矛盾</span></td>
|
||
<td>路演称"订单Q1落地"，但2025Q1核心军工净利润增速-13.19%，存在季节性错配</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">综合结论与投资启示</h2>
|
||
|
||
<div class="highlight-box rounded-xl mb-6">
|
||
<p class="text-lg text-slate-200">
|
||
<strong class="text-blue-300">结论：</strong>军工已从"主题炒作"进入"订单驱动"阶段，<strong class="text-green-300">军贸+AI军工是最大α来源</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">投资方向</h3>
|
||
<ol class="space-y-3 text-slate-300">
|
||
<li class="flex">
|
||
<span class="font-bold text-green-400 mr-2">1.</span>
|
||
<span><strong class="text-slate-200">军贸链：</strong>长城军工（弹药）、航天彩虹（无人机）- 订单弹性最大</span>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="font-bold text-green-400 mr-2">2.</span>
|
||
<span><strong class="text-slate-200">AI军工：</strong>观想科技（智能弹药）、晶品特装（军用机器人）- 技术从0到1</span>
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
|
||
<div class="card-shadow rounded-xl p-6 bg-slate-800 bg-opacity-50 backdrop-blur-sm">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">跟踪指标</h3>
|
||
<ul class="space-y-3 text-slate-300">
|
||
<li class="flex">
|
||
<span class="font-bold text-purple-400 mr-2">•</span>
|
||
<span><strong class="text-slate-200">订单验证：</strong>2025年6月前中航沈飞/航发动力关联交易增速是否≥50%</span>
|
||
</li>
|
||
<li class="flex">
|
||
<span class="font-bold text-purple-400 mr-2">•</span>
|
||
<span><strong class="text-slate-200">军贸数据：</strong>2025H1中国军贸出口额是否突破200亿美元（2024年为172亿）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<section class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-6 section-title">关联股票数据</h2>
|
||
|
||
<div class="card-shadow rounded-xl overflow-hidden bg-slate-800 bg-opacity-50 backdrop-blur-sm">
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>分类</th>
|
||
<th>行业</th>
|
||
<th>产业链</th>
|
||
<th>原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stockTableBody">
|
||
<!-- 股票数据将通过JavaScript动态插入 -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("tsparticles", {
|
||
particles: {
|
||
number: {
|
||
value: 80,
|
||
density: {
|
||
enable: true,
|
||
value_area: 800
|
||
}
|
||
},
|
||
color: {
|
||
value: "#60a5fa"
|
||
},
|
||
shape: {
|
||
type: "circle"
|
||
},
|
||
opacity: {
|
||
value: 0.5,
|
||
random: true
|
||
},
|
||
size: {
|
||
value: 3,
|
||
random: true
|
||
},
|
||
move: {
|
||
enable: true,
|
||
speed: 1,
|
||
direction: "none",
|
||
random: true,
|
||
straight: false,
|
||
out_mode: "out"
|
||
}
|
||
},
|
||
interactivity: {
|
||
events: {
|
||
onhover: {
|
||
enable: true,
|
||
mode: "repulse"
|
||
}
|
||
}
|
||
}
|
||
});
|
||
|
||
// 处理股票数据并插入表格
|
||
const stockData = [{"军工(250304)": [{"stock": "中航西飞", "分类": "军机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为军机领域核心企业"}, {"stock": "洪都航空", "分类": "军机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为军机领域核心企业"}, {"stock": "贵航股份", "分类": "军机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为军机领域核心企业"}, {"stock": "中航沈飞", "分类": "军机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为军机领域核心企业"}, {"stock": "中直股份", "分类": "直升机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为直升机领域核心企业"}, {"stock": "航天彩虹", "分类": "无人机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为无人机领域核心企业"}, {"stock": "洪都航空", "分类": "无人机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为无人机领域核心企业"}, {"stock": "立航科技", "分类": "无人机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为无人机领域核心企业"}, {"stock": "中无人机", "分类": "无人机", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为无人机领域核心企业"}, {"stock": "航天科技", "分类": "动力系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为动力系统领域核心企业"}, {"stock": "航天动力", "分类": "动力系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为动力系统领域核心企业"}, {"stock": "航发科技", "分类": "动力系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为动力系统领域核心企业"}, {"stock": "航发动力", "分类": "动力系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为动力系统领域核心企业"}, {"stock": "航天彩虹", "分类": "惯性导航系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为惯性导航系统领域核心企业"}, {"stock": "晨曦航空", "分类": "惯性导航系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为惯性导航系统领域核心企业"}, {"stock": "北方导航", "分类": "惯性导航系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为惯性导航系统领域核心企业"}, {"stock": "航新科技", "分类": "控制/电子系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为控制/电子系统领域核心企业"}, {"stock": "中航机载", "分类": "控制/电子系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为控制/电子系统领域核心企业"}, {"stock": "新光装备", "分类": "控制/电子系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为控制/电子系统领域核心企业"}, {"stock": "航发控制", "分类": "控制/电子系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为控制/电子系统领域核心企业"}, {"stock": "晨曦航空", "分类": "控制/电子系统", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为控制/电子系统领域核心企业"}, {"stock": "中航重机", "分类": "航空锻件", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为航空锻件领域核心企业"}, {"stock": "派克新材", "分类": "航空锻件", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为航空锻件领域核心企业"}, {"stock": "航宇科技", "分类": "航空锻件", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为航空锻件领域核心企业"}, {"stock": "三角防务", "分类": "航空锻件", "行业": "军工", "产业链": "空军", "reason": "表中明确列示为航空锻件领域核心企业"}, {"stock": "内蒙一机", "分类": "战车整车", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为战车整车领域核心企业"}, {"stock": "中兵红箭", "分类": "导弹", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为导弹领域核心企业"}, {"stock": "长城军工", "分类": "导弹", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为导弹领域核心企业"}, {"stock": "国科军工", "分类": "导弹", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为导弹领域核心企业"}, {"stock": "北方股份", "分类": "火炮系统", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为火炮系统领域核心企业"}, {"stock": "银河电子", "分类": "车辆电力系统", "行业": "军工", "产业链": "陆军", "reason": "表中明确列示为车辆电力系统领域核心企业"}, {"stock": "中国船舶", "分类": "舰船整船", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船整船领域核心企业"}, {"stock": "中船防务", "分类": "舰船整船", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船整船领域核心企业"}, {"stock": "中国重工", "分类": "舰船整船", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船整船领域核心企业"}, {"stock": "湘电股份", "分类": "舰船动力", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船动力领域核心企业"}, {"stock": "中国动力", "分类": "舰船动力", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船动力领域核心企业"}, {"stock": "天海防务", "分类": "水下攻防", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为水下攻防领域核心企业"}, {"stock": "集智股份", "分类": "水下攻防", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为水下攻防领域核心企业"}, {"stock": "长盈通", "分类": "水下攻防", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为水下攻防领域核心企业"}, {"stock": "ST瑞科", "分类": "舰船电力系统", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船电力系统领域核心企业"}, {"stock": "泰豪科技", "分类": "舰船电力系统", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为舰船电力系统领域核心企业"}, {"stock": "江龙船艇", "分类": "特种作业船艇", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为特种作业船艇领域核心企业"}, {"stock": "中国海防", "分类": "水声电子", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为水声电子领域核心企业"}, {"stock": "宝塔实业", "分类": "消防扫雷", "行业": "军工", "产业链": "海军", "reason": "表中明确列示为消防扫雷领域核心企业"}, {"stock": "光电股份", "分类": "光学制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为光学制导领域核心企业"}, {"stock": "新光光电", "分类": "光学制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为光学制导领域核心企业"}, {"stock": "天箭科技", "分类": "雷达制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为雷达制导领域核心企业"}, {"stock": "高德红外", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "海康威视", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "睿创微纳", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "航天长峰", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "久之洋", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "大立科技", "分类": "红外制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为红外制导领域核心企业"}, {"stock": "航天电子", "分类": "惯性制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为惯性制导领域核心企业"}, {"stock": "北方导航", "分类": "惯性制导", "行业": "军工", "产业链": "火箭军", "reason": "表中明确列示为惯性制导领域核心企业"}, {"stock": "ST昌航", 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"reason": "表中明确列示为钢丝绳领域核心企业"}, {"stock": "贵绳股份", "分类": "钢丝绳", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为钢丝绳领域核心企业"}, {"stock": "赛福天", "分类": "钢丝绳", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为钢丝绳领域核心企业"}, {"stock": "万泽股份", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "永兴材料", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "钢研高纳", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "图南股份", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "中洲特材", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "抚顺特钢", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "应流股份", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "西部超导", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "隆达股份", "分类": "高温合金", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为高温合金领域核心企业"}, {"stock": "菲利华", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "光威复材", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "安泰科技", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "中简科技", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "山鹰新材", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "中航高科", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "苏州龙杰", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "福莱新材", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "铂力特", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "同益中", "分类": "军用纤维", "行业": "军工", "产业链": "军工材料", "reason": "表中明确列示为军用纤维领域核心企业"}, {"stock": "海南发展", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "中船科技", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "中航沈飞", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "航天晨光", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "航天长峰", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "超卓航科", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "新研股份", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "钢研纳克", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "三角防务", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "中船科技", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "爱乐达", "分类": "机械加工产品", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为机械加工产品领域核心企业"}, {"stock": "晨曦航空", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "火炬电子", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "振华科技", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "航天电器", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "中航光电", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "航天电子", "分类": "电子元器件", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为电子元器件领域核心企业"}, {"stock": "中航光电", "分类": "核化生防装备", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为核化生防装备领域核心企业"}, {"stock": "强强装备", "分类": "核化生防装备", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为核化生防装备领域核心企业"}, {"stock": "襄阳轴承", "分类": "军车车轴", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为军车车轴领域核心企业"}, {"stock": "航天晨光", "分类": "特种装备", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为特种装备领域核心企业"}, {"stock": "中科海讯", "分类": "声呐装备", "行业": "军工", "产业链": "基础配套产品", "reason": "表中明确列示为声呐装备领域核心企业"}, {"stock": "四川九洲", "分类": "空管雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为空管雷达领域核心企业"}, {"stock": "川大智胜", "分类": "空管雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为空管雷达领域核心企业"}, {"stock": "国睿科技", "分类": "空管雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为空管雷达领域核心企业"}, {"stock": "四创电子", "分类": "空管雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为空管雷达领域核心企业"}, {"stock": "国博电子", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "盛路通信", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "雷科防务", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "昌科技", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "和而泰", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "雷电微力", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "国博电子", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "纳睿达", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "霍莱沃", "分类": "相控阵雷达", "行业": "军工", "产业链": "雷达", "reason": "表中明确列示为相控阵雷达领域核心企业"}, {"stock": "中航成飞", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "洪都航空", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "国睿科技", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "航天彩虹", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "中航沈飞", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "华强科技", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "际华集团", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "四川九洲", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "中航机载", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "内蒙一机", "分类": "军贸", "行业": "军工", "产业链": "军贸", "reason": "表中明确列示为军贸领域核心企业"}, {"stock": "中科星图", "分类": "军工AI", "行业": "军工", "产业链": "军工AI", "reason": "表中明确列示为军工AI领域核心企业"}, {"stock": "观想科技", "分类": "军工AI", "行业": "军工", "产业链": "军工AI", "reason": "表中明确列示为军工AI领域核心企业"}, {"stock": "成都华微", "分类": "军工AI", "行业": "军工", "产业链": "军工AI", "reason": "表中明确列示为军工AI领域核心企业"}, {"stock": "建设工业", "分类": "军用机器人", "行业": "军工", "产业链": "军用机器人", "reason": "表中明确列示为军用机器人领域核心企业"}, {"stock": "中信重工", "分类": "军用机器人", "行业": "军工", "产业链": "军用机器人", "reason": "表中明确列示为军用机器人领域核心企业"}, {"stock": "晶品特装", "分类": "军用机器人", "行业": "军工", "产业链": "军用机器人", "reason": "表中明确列示为军用机器人领域核心企业"}]}]}];
|
||
|
||
const stockTableBody = document.getElementById('stockTableBody');
|
||
const stocks = stockData[0]['军工(250304)'];
|
||
|
||
stocks.forEach(stock => {
|
||
const row = document.createElement('tr');
|
||
row.innerHTML = `
|
||
<td class="font-medium">${stock.stock}</td>
|
||
<td>${stock.分类}</td>
|
||
<td>${stock.行业}</td>
|
||
<td>${stock.产业链}</td>
|
||
<td>${stock.reason}</td>
|
||
`;
|
||
stockTableBody.appendChild(row);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |