603 lines
45 KiB
HTML
603 lines
45 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：低空经济产业链汇集</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=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #000010;
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.space-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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background: radial-gradient(600px circle at 50% 100%, rgba(5, 8, 22, 1), transparent),
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radial-gradient(400px circle at 20% 20%, rgba(29, 78, 216, 0.2), transparent),
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radial-gradient(300px circle at 80% 70%, rgba(124, 58, 237, 0.2), transparent);
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animation: move-glow 20s linear infinite;
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}
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@keyframes move-glow {
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0% { background-position: 0% 50%, 20% 20%, 80% 70%; }
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50% { background-position: 100% 50%, 40% 60%, 60% 30%; }
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100% { background-position: 0% 50%, 20% 20%, 80% 70%; }
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}
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.glass-card {
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background: rgba(17, 24, 39, 0.6);
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backdrop-filter: blur(16px) saturate(180%);
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-webkit-backdrop-filter: blur(16px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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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);
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box-shadow: 0 0 30px rgba(76, 29, 149, 0.6);
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border-color: rgba(139, 92, 246, 0.5);
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}
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(1, 1fr);
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}
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@media (min-width: 1024px) {
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.bento-grid {
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grid-template-columns: repeat(6, 1fr);
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grid-auto-rows: auto;
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}
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}
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.bento-item {
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padding: 1.5rem;
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height: 100%;
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}
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.bento-item h3 {
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background: -webkit-linear-gradient(45deg, #a5b4fc, #67e8f9);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(107, 226, 251, 0.7);
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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.table th {
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color: #9ca3af;
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}
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.table tbody tr:hover {
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background-color: rgba(30, 41, 59, 0.8) !important;
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}
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.concept-title {
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font-size: 3rem;
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font-weight: 700;
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letter-spacing: -0.025em;
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background: linear-gradient(90deg, #d8b4fe, #818cf8, #67e8f9);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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animation: gradient-flow 5s ease infinite;
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background-size: 200% 200%;
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}
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@keyframes gradient-flow {
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0% { background-position: 0% 50%; }
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50% { background-position: 100% 50%; }
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100% { background-position: 0% 50%; }
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="space-bg"></div>
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<div class="relative min-h-screen p-4 sm:p-6 lg:p-8">
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<header class="text-center mb-12">
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<h1 class="concept-title mb-4">低空经济产业链汇集</h1>
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<p class="text-lg text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
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<p class="text-sm text-slate-500 mt-2">本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main class="max-w-7xl mx-auto space-y-12">
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<!-- Insight & Core Logic Section -->
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<section id="insight">
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<h2 class="text-2xl font-bold mb-6 glow-text text-cyan-300">概念洞察：从顶层设计到产业聚合</h2>
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<div class="bento-grid">
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<!-- Core Viewpoint -->
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<div class="lg:col-span-4 glass-card bento-item">
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<h3 class="text-xl font-bold mb-4">核心观点摘要</h3>
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<p class="text-slate-300">低空经济正处于由国家战略顶层设计强力驱动的<strong class="text-purple-400">产业导入期</strong>，其核心逻辑在于<strong class="text-cyan-400">政策先行</strong>。当前产业链正以“联盟化”、“集群化”和“资本化”的形态高速汇集，潜力巨大。然而，市场普遍乐观的宏大叙事与产业化初期高昂的认证成本、技术瓶颈之间存在显著的<strong class="text-amber-400">预期差</strong>，构成了当前阶段的主要博弈点。</p>
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<div class="divider before:bg-slate-700 after:bg-slate-700"></div>
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<h4 class="font-semibold text-slate-200 mb-2">关键事件驱动</h4>
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<ul class="timeline timeline-compact timeline-vertical">
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<li>
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<div class="timeline-start timeline-box glass-card !bg-opacity-80"><strong>2023.12</strong> 中央经济工作会议将低空经济定位为<strong class="text-rose-400">战略性新兴产业</strong>。</div>
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<hr class="bg-cyan-500"/>
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</li>
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<li>
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<hr class="bg-cyan-500"/>
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<div class="timeline-end timeline-box glass-card !bg-opacity-80"><strong>2024.08</strong> <strong class="text-emerald-400">中国低空经济联盟</strong>成立，标志全国性产业链“抱团发展”。</div>
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<hr class="bg-cyan-500"/>
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</li>
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<li>
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<hr class="bg-cyan-500"/>
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<div class="timeline-start timeline-box glass-card !bg-opacity-80"><strong>2024.12</strong> 国家发改委<strong class="text-sky-400">低空经济专管司局</strong>正式“上线”，提供国家级管理主体。</div>
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<hr/>
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</li>
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</ul>
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</div>
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<!-- Core Driver -->
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<div class="lg:col-span-2 glass-card bento-item">
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<h3 class="text-xl font-bold mb-4">核心驱动力：政策的“起爆器”</h3>
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<p class="text-slate-300 mb-4">当前阶段，低空经济的核心驱动力是<strong class="text-cyan-400">政策驱动</strong>。国家将其提升至“新质生产力”高度并设立专管机构，解决了产业发展最关键的两个前置问题：</p>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-purple-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div><strong class="text-slate-100">合法性</strong>：明确了国家级发展方向，为产业松绑。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-purple-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
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<div><strong class="text-slate-100">管理主体</strong>：提供了统一的监管和协调机构，扫清制度障碍。</div>
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</li>
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</ul>
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<p class="mt-4 text-slate-400">技术突破是必要条件，但强力政策是引爆产业的<strong class="text-rose-400">充分条件</strong>。</p>
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</div>
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<!-- Expectation Gap -->
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<div class="lg:col-span-3 glass-card bento-item">
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<h3 class="text-xl font-bold mb-4">预期差：宏大叙事 vs 现实瓶颈</h3>
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<p class="text-slate-400 mb-4">市场对商业化落地的时间和成本存在乐观估计，而现实瓶颈严峻。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<div class="font-bold text-amber-400">制造门槛 vs 认证鸿沟</div>
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<p class="text-sm text-slate-300 mt-2">市场关注制造能力，但忽略了适航认证的巨大成本与周期。这是新玩家难以逾越的“死亡之谷”。</p>
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<div class="stats stats-vertical sm:stats-horizontal shadow bg-transparent mt-3 w-full">
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<div class="stat px-2 py-1">
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<div class="stat-title text-slate-400 text-xs">研发成本(2T级)</div>
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<div class="stat-value text-lg text-cyan-300">~200万元</div>
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</div>
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<div class="stat px-2 py-1">
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<div class="stat-title text-slate-400 text-xs">适航取证成本</div>
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<div class="stat-value text-lg text-rose-400">7-10亿元</div>
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<div class="stat-desc text-xs text-rose-400">周期3-5年</div>
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</div>
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</div>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-xl">
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<div class="font-bold text-amber-400">核心技术瓶颈</div>
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<p class="text-sm text-slate-300 mt-2">关键性能指标仍待突破，尤其是动力系统。</p>
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<div class="stats stats-vertical sm:stats-horizontal shadow bg-transparent mt-3 w-full">
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<div class="stat px-2 py-1">
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<div class="stat-title text-slate-400 text-xs">电池能量密度(当前)</div>
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<div class="stat-value text-lg text-cyan-300">~250 Wh/kg</div>
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</div>
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<div class="stat px-2 py-1">
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<div class="stat-title text-slate-400 text-xs">商业化目标</div>
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<div class="stat-value text-lg text-rose-400">>400 Wh/kg</div>
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<div class="stat-desc text-xs text-rose-400">宁德时代凝聚态仍处实验室阶段</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Future Path -->
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<div class="lg:col-span-3 glass-card bento-item">
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<h3 class="text-xl font-bold mb-4">发展路径与关键催化剂</h3>
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<p class="text-slate-400 mb-4">产业发展将遵循“基建先行，示范应用，网络化运营，智能化融合”的路径。</p>
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<div x-data="{ tab: 'catalysts' }" class="w-full">
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<div class="tabs tabs-boxed bg-slate-800/50">
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<a class="tab" :class="{ 'tab-active !bg-purple-600': tab === 'catalysts' }" @click.prevent="tab = 'catalysts'">近期催化剂</a>
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<a class="tab" :class="{ 'tab-active !bg-purple-600': tab === 'path' }" @click.prevent="tab = 'path'">长期发展路径</a>
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</div>
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<div x-show="tab === 'catalysts'" class="mt-4 space-y-2 text-sm">
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<p><strong class="text-cyan-400">政策法规：</strong> 全国性《无人驾驶航空器飞行管理暂行条例》细则出台。</p>
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<p><strong class="text-cyan-400">商业验证：</strong> 亿航智能等商业化航线盈利能力验证。</p>
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<p><strong class="text-cyan-400">产品发布：</strong> 小鹏汇天“陆地航母”Q4预售市场反响。</p>
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<p><strong class="text-cyan-400">基建招标：</strong> 示范区起降点、空管系统进入实质性招标阶段。</p>
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</div>
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<div x-show="tab === 'path'" class="mt-4 space-y-2 text-sm">
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<p><strong class="text-purple-400">阶段一 (至2026)：</strong> 基础设施建设与示范应用（物流、旅游）。</p>
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<p><strong class="text-purple-400">阶段二 (至2030)：</strong> 规模化扩张与网络化运营。</p>
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<p><strong class="text-purple-400">阶段三 (2030+)：</strong> 智能化融合与全面普及。</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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</section>
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<!-- ECharts Capital Aggregation -->
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<section id="capital-aggregation">
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<div class="glass-card p-6">
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<h2 class="text-2xl font-bold mb-2 glow-text text-cyan-300">资本汇集：投融资热度指数级增长</h2>
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<p class="text-slate-400 mb-6">各地政府引导基金与社会资本加速涌入，2024年三季度投融资金额远超上半年总和，显示资本市场高度认可。</p>
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<div id="investment-chart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Industry Chain Section -->
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<section id="industry-chain">
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<h2 class="text-2xl font-bold mb-6 glow-text text-cyan-300">产业链深度剖析</h2>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<!-- Upstream -->
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-4 text-emerald-400">上游：基础设施与核心软硬件</h3>
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<p class="text-slate-400 mb-4">“基建先行”逻辑下确定性最高的环节，为所有飞行器提供“路”和“规则”。</p>
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<ul class="space-y-2 text-slate-300">
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<li><strong>基础设施:</strong> 空管系统 (莱斯信息), 雷达 (国睿科技), 通信导航 (中国移动), 高精地图 (中科星图)</li>
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<li><strong>核心零部件:</strong> 动力系统 (卧龙电驱), 能源系统 (宁德时代), 机体材料 (中航高科), 航电飞控 (中航机载)</li>
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</ul>
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</div>
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<!-- Midstream -->
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-4 text-sky-400">中游：整机制造与配套</h3>
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<p class="text-slate-400 mb-4">产业核心，技术壁垒和认证壁垒最高，竞争格局相对清晰。</p>
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<ul class="space-y-2 text-slate-300">
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<li><strong>eVTOL:</strong> 亿航智能 (认证领先), 万丰奥威 (通航转型), 小鹏汇天 (车企跨界)</li>
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<li><strong>无人机:</strong> 纵横股份, 中无人机 (工业/特种)</li>
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<li><strong>配套服务:</strong> 检测认证 (广电计量), 3D打印 (铂力特)</li>
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</ul>
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</div>
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<!-- Downstream -->
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<div class="glass-card p-6">
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<h3 class="text-xl font-bold mb-4 text-purple-400">下游：运营与应用</h3>
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<p class="text-slate-400 mb-4">商业模式的最终落脚点，场景驱动，市场空间广阔。</p>
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<ul class="space-y-2 text-slate-300">
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<li><strong>载人交通/旅游:</strong> 中信海直 (传统龙头转型), *ST西域 (场景合作)</li>
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<li><strong>物流配送:</strong> 顺丰控股 (需求明确), 美团 (即时配送)</li>
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<li><strong>巡检测绘:</strong> 观典防务, 航天宏图</li>
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</ul>
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</div>
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</div>
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<!-- Core Players -->
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<div class="mt-8">
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<h3 class="text-xl font-bold mb-4 glow-text text-cyan-300">核心玩家对比</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="glass-card p-6">
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<h4 class="font-bold text-slate-200">整机制造：亿航智能 vs 小鹏/万丰</h4>
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<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">亿航智能:</strong> 全球首款三证齐全，法规壁垒极高，先发优势明显。 <strong class="text-amber-400">风险:</strong> 技术构型有局限，商业推广待验证。</p>
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<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">小鹏/万丰:</strong> 背靠车企/通航巨头，供应链与资金实力强。 <strong class="text-amber-400">风险:</strong> 需跨越适航认证核心门槛。</p>
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</div>
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<div class="glass-card p-6">
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<h4 class="font-bold text-slate-200">基础设施：莱斯信息 vs 四川九洲</h4>
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<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">莱斯信息:</strong> 民航空管绝对龙头(市占率>50%)，技术与客户可无缝迁移，是“基建先行”最直接受益者。</p>
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<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">四川九洲:</strong> 军用领域积累深厚，民用市场重要参与者，但市占率弱于莱斯信息。</p>
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</div>
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<div class="glass-card p-6">
|
||
<h4 class="font-bold text-slate-200">运营服务：中信海直 vs 顺丰控股</h4>
|
||
<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">中信海直:</strong> 通航运营霸主，拥有现成机队、航线和经验，是eVTOL理想的早期运营伙伴。</p>
|
||
<p class="text-sm text-slate-400 mt-2"><strong class="text-cyan-300">顺丰控股:</strong> 场景驱动开拓者，物流降本增效需求明确，已积累大量无人机运营经验。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Risks & Challenges -->
|
||
<section id="risks">
|
||
<h2 class="text-2xl font-bold mb-6 glow-text text-cyan-300">潜在风险与挑战</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
|
||
<div class="glass-card p-4 flex items-center">
|
||
<div class="badge badge-error badge-lg mr-4"></div>
|
||
<div><h4 class="font-bold text-rose-400">技术风险</h4><p class="text-sm text-slate-300">电池能量密度、电机功率密度等核心技术瓶颈尚未完全突破。</p></div>
|
||
</div>
|
||
<div class="glass-card p-4 flex items-center">
|
||
<div class="badge badge-warning badge-lg mr-4"></div>
|
||
<div><h4 class="font-bold text-amber-400">商业化风险</h4><p class="text-sm text-slate-300">运营成本高昂，盈利模式不清晰，公众安全接受度待考验。</p></div>
|
||
</div>
|
||
<div class="glass-card p-4 flex items-center">
|
||
<div class="badge badge-info badge-lg mr-4"></div>
|
||
<div><h4 class="font-bold text-sky-400">政策风险</h4><p class="text-sm text-slate-300">空域划分、航线审批等执行层面细则尚未出台，存在不确定性。</p></div>
|
||
</div>
|
||
<div class="glass-card p-4 flex items-center">
|
||
<div class="badge badge-primary badge-lg mr-4"></div>
|
||
<div><h4 class="font-bold text-purple-400">竞争风险</h4><p class="text-sm text-slate-300">赛道涌入者众多，未来可能出现激烈的价格战和同质化竞争。</p></div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock List Section -->
|
||
<section id="stocks" x-data="{
|
||
stocks: [],
|
||
categories: {},
|
||
loading: true,
|
||
init() {
|
||
const stockData = this.getStockData();
|
||
const uniqueStocks = this.mergeAndUnique(stockData);
|
||
this.stocks = uniqueStocks;
|
||
this.categories = this.categorizeStocks(uniqueStocks);
|
||
this.loading = false;
|
||
},
|
||
getStockData() { return stock_json_data; },
|
||
mergeAndUnique(data) {
|
||
const stockMap = new Map();
|
||
Object.values(data['低空经济产业链汇集(240418)']).forEach(source => {
|
||
source.forEach(item => {
|
||
const code = item.stock_code ? item.stock_code.replace(/\.(SZ|SH|O)$/, '') : null;
|
||
const key = code || item.stock;
|
||
if (!stockMap.has(key)) {
|
||
stockMap.set(key, {
|
||
name: item.stock,
|
||
code: code,
|
||
reason: item.reason,
|
||
tags: item['其他标签']
|
||
});
|
||
}
|
||
});
|
||
});
|
||
return Array.from(stockMap.values());
|
||
},
|
||
categorizeStocks(stocks) {
|
||
const categoryMap = {
|
||
'基础设施与运营服务': ['基础设施', '空管系统', '运营', '检测服务', '通信导航系统', '应急管理', '物流配送'],
|
||
'整机制造': ['整机', 'eVTOL', '无人机'],
|
||
'核心系统': ['动力系统', '能源系统', '雷达系统', '机载系统', '飞控系统'],
|
||
'核心零部件与元器件': ['零部件', '元器件'],
|
||
'原材料与加工': ['材料', '金属材料', '复合材料', '机加工']
|
||
};
|
||
const categorized = Object.fromEntries(Object.keys(categoryMap).map(k => [k, []]));
|
||
const assigned = new Set();
|
||
stocks.forEach(stock => {
|
||
let found = false;
|
||
for (const [cat, keywords] of Object.entries(categoryMap)) {
|
||
if (typeof stock.tags === 'string' && keywords.some(kw => stock.tags.includes(kw))) {
|
||
categorized[cat].push(stock);
|
||
assigned.add(stock.name);
|
||
found = true;
|
||
break;
|
||
} else if(typeof stock.tags === 'object' && stock.tags !== null) {
|
||
const tagString = Object.values(stock.tags).join(', ');
|
||
if (keywords.some(kw => tagString.includes(kw))) {
|
||
categorized[cat].push(stock);
|
||
assigned.add(stock.name);
|
||
found = true;
|
||
break;
|
||
}
|
||
}
|
||
}
|
||
});
|
||
return categorized;
|
||
}
|
||
}">
|
||
<h2 class="text-2xl font-bold mb-6 glow-text text-cyan-300">产业链核心标的梳理</h2>
|
||
<div class="space-y-8">
|
||
<template x-for="(stockList, category) in categories" :key="category">
|
||
<div x-show="stockList.length > 0" class="glass-card overflow-hidden">
|
||
<h3 class="text-xl font-semibold p-6 bg-slate-800/50 text-emerald-300" x-text="category"></h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra-zebra">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stockList" :key="stock.code || stock.name">
|
||
<tr>
|
||
<td class="font-semibold text-slate-200" x-text="stock.name"></td>
|
||
<td>
|
||
<template x-if="stock.code && stock.code.length === 6">
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.code" target="_blank" class="text-cyan-400 hover:text-cyan-200 transition-colors" x-text="stock.code"></a>
|
||
</template>
|
||
<template x-if="!stock.code || stock.code.length !== 6">
|
||
<span class="text-slate-500">未上市/其他</span>
|
||
</template>
|
||
</td>
|
||
<td class="text-sm text-slate-400" x-text="stock.reason"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
<script>
|
||
// ECharts initialization
|
||
var chartDom = document.getElementById('investment-chart');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['投融资金额 (亿元)'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2024-Q1', '2024-Q2', '2024-Q3'],
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } }
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLabel: { formatter: '{value} 亿元' },
|
||
axisLine: { lineStyle: { color: 'rgba(255,255,255,0.3)' } },
|
||
splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '投融资金额 (亿元)',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#67e8f9'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{ offset: 0, color: 'rgba(103, 232, 249, 0.5)' },
|
||
{ offset: 1, color: 'rgba(103, 232, 249, 0)' }
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [6.3, 13.93, 53.63]
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock data
|
||
const stock_json_data = {
|
||
"低空经济产业链汇集(240418)": {
|
||
"0357AEC0-2DFD-4BC6-ACF9-36B2F96557FB.png": [
|
||
{ "stock": "光威复材", "stock_code": "300699.SZ", "reason": "公司拥有军民两用大型无人机用预浸料系列产品", "其他标签": "材料" },
|
||
{ "stock": "安泰科技", "stock_code": "000969.SZ", "reason": "公司稀土永磁铁硼磁体可以用于低空经济领域的相关产品", "其他标签": "材料" },
|
||
{ "stock": "中复神鹰", "stock_code": "688295.SH", "reason": "公司积极开发碳纤维产品在无人机等领域的拓展应用", "其他标签": "材料" },
|
||
{ "stock": "中简科技", "stock_code": "300777.SZ", "reason": "公司碳纤维材料或将用于低空经济产业链", "其他标签": "材料" },
|
||
{ "stock": "中航高科", "stock_code": "600862.SH", "reason": "公司在通用飞机、无人机及直升机型号上均承担了研制任务", "其他标签": "材料" },
|
||
{ "stock": "宝钛股份", "stock_code": "600456.SH", "reason": "公司研发的氢燃料电池专用钛材应用于无人机领域", "其他标签": "材料" },
|
||
{ "stock": "西部超导", "stock_code": "688122.SH", "reason": "公司合金材料或将用于低空经济产业链", "其他标签": "材料" },
|
||
{ "stock": "西部材料", "stock_code": "002149.SZ", "reason": "公司合金材料或将用于低空经济产业链", "其他标签": "材料" },
|
||
{ "stock": "广联航空", "stock_code": "300900.SZ", "reason": "公司从事无人机整机结构设计与整体结构制造业务", "其他标签": "零部件" },
|
||
{ "stock": "星源卓镁", "stock_code": "301398.SZ", "reason": "公司研发团队与小鹏汇天的智能电动飞行汽车项目处于前期技术论证阶段", "其他标签": "零部件" },
|
||
{ "stock": "利君股份", "stock_code": "002651.SZ", "reason": "公司从事无人机等金属及非金属零件加工业务", "其他标签": "零部件" },
|
||
{ "stock": "爱乐达", "stock_code": "300696.SZ", "reason": "公司从事无人机整体机身全流程制造业务", "其他标签": "零部件" },
|
||
{ "stock": "铂力特", "stock_code": "688333.SH", "reason": "公司3D打印零部件或将用于低空经济产业链", "其他标签": "零部件" },
|
||
{ "stock": "立航科技", "stock_code": "603261.SH", "reason": "公司从事无人机部件装配业务", "其他标签": "零部件" },
|
||
{ "stock": "光洋股份", "stock_code": "002708.SZ", "reason": "公司汽车零部件或将用于低空经济产业链", "其他标签": "零部件" },
|
||
{ "stock": "安达维尔", "stock_code": "300719.SZ", "reason": "公司具备一定程度的小型无人机平台的研发制造潜力", "其他标签": "零部件" },
|
||
{ "stock": "中航光电", "stock_code": "002179.SZ", "reason": "公司连接器产品或将用于低空经济产业链", "其他标签": "元器件" },
|
||
{ "stock": "航天电器", "stock_code": "002025.SZ", "reason": "公司连接器产品或将用于低空经济产业链", "其他标签": "元器件" },
|
||
{ "stock": "全信股份", "stock_code": "300447.SZ", "reason": "公司无人机低成本小型化航电系统、高性能多通道并行光模块等产品已实现配套", "其他标签": "元器件" },
|
||
{ "stock": "航发动力", "stock_code": "600893.SH", "reason": "公司发动机产品用于无人机产业链", "其他标签": "动力系统" },
|
||
{ "stock": "宗申动力", "stock_code": "001696.SZ", "reason": "公司为无人机等航空飞行器提供动力装备", "其他标签": "动力系统" },
|
||
{ "stock": "应流股份", "stock_code": "603308.SH", "reason": "公司两款发动机已完成国产化，通过各项性能试验验证，并在无人机平台实现应用场景试飞", "其他标签": "动力系统" },
|
||
{ "stock": "卧龙电驱", "stock_code": "600580.SH", "reason": "小微电机的发展潜力有望来自于无人机等新兴领域", "其他标签": "动力系统" },
|
||
{ "stock": "宁德时代", "stock_code": "300750.SZ", "reason": "公司产品可应用于无人机等领域，具备高能量密度、高功率、高安全的特性", "其他标签": "能源系统" },
|
||
{ "stock": "亿纬锂能", "stock_code": "300014.SZ", "reason": "公司已实现超薄锂金属二次电池的全自动化生产技术，该技术产品可用于小型航拍无人机、中型物流无人机等", "其他标签": "能源系统" },
|
||
{ "stock": "国轩高科", "stock_code": "002074.SZ", "reason": "公司已与亿航智能签订战略合作协议，致力于共同开发基于eVTOL产品的动力电芯、电池包、储能系统和充电基础设施", "其他标签": "能源系统" },
|
||
{ "stock": "孚能科技", "stock_code": "688567.SH", "reason": "公司已与国际某头部eVTOL制造商达成合作并已交付产品", "其他标签": "能源系统" },
|
||
{ "stock": "国睿科技", "stock_code": "600562.SH", "reason": "公司拥有反无人机雷达产品，并正在积极拓展军民用市场", "其他标签": "雷达系统" },
|
||
{ "stock": "纳睿雷达", "stock_code": "688522.SH", "reason": "公司在研的毫米波雷达，可应用于无人机等应用场景", "其他标签": "雷达系统" },
|
||
{ "stock": "航天南湖", "stock_code": "688552.SH", "reason": "公司成立了低空事业部，积极开拓低空雷达探测及相关业务", "其他标签": "雷达系统" },
|
||
{ "stock": "四创电子", "stock_code": "600990.SH", "reason": "公司加大软件共性技术开发及推广应用力度，开展低空经济论证，打造低空飞行管理服务平台", "其他标签": "机载系统" },
|
||
{ "stock": "中航机载", "stock_code": "600372.SH", "reason": "公司作为国内机载龙头企业，为直升机、通用飞机、无人机等产品进行机载系统配套", "其他标签": "机载系统" },
|
||
{ "stock": "万丰奥威", "stock_code": "002085.SZ", "reason": "公司目前正在加快纯电动飞机eDA4O开发应用力度，并加快eVTOL产业布局", "其他标签": "整机" },
|
||
{ "stock": "商络电子", "stock_code": "300975.SZ", "reason": "公司参股亿维特，亿维特原型机经过适航取证量产后，可以应用在如高频货运、应急救援、城市立体出行等场景", "其他标签": "整机" },
|
||
{ "stock": "山河智能", "stock_code": "002097.SZ", "reason": "山河星航公司参与了大众汽车的首款飞行汽车原型机的开发", "其他标签": "整机" },
|
||
{ "stock": "中直股份", "stock_code": "600038.SH", "reason": "公司与中国航空研究院、中航科工签署协议，联合研发高速电动垂直起降飞行器（HeVTOL）", "其他标签": "整机" },
|
||
{ "stock": "纵横股份", "stock_code": "688070.SH", "reason": "国内无人机整机制造公司，拥有无人机制造能力", "其他标签": "整机" },
|
||
{ "stock": "观典防务", "stock_code": "688287.SH", "reason": "国内无人机整机制造公司，拥有无人机制造能力", "其他标签": "整机" },
|
||
{ "stock": "威海广泰", "stock_code": "002111.SZ", "reason": "公司拥有多系列固定翼无人机产品", "其他标签": "整机" },
|
||
{ "stock": "中无人机", "stock_code": "688297.SH", "reason": "国内无人机整机制造公司，拥有无人机制造能力", "其他标签": "整机" },
|
||
{ "stock": "航天电子", "stock_code": "600879.SH", "reason": "国内无人机整机制造公司，拥有无人机制造能力", "其他标签": "整机" },
|
||
{ "stock": "航天彩虹", "stock_code": "002389.SZ", "reason": "国内无人机整机制造公司，拥有无人机制造能力", "其他标签": "整机" },
|
||
{ "stock": "四川九洲", "stock_code": "000801.SZ", "reason": "公司产品包含无人机管控系统", "其他标签": "空管系统" },
|
||
{ "stock": "莱斯信息", "stock_code": "688631.SH", "reason": "公司空管系统或将用于低空经济产业链", "其他标签": "空管系统" },
|
||
{ "stock": "川大智胜", "stock_code": "002253.SZ", "reason": "公司从事低空无人机探测与监视系统业务", "其他标签": "空管系统" }
|
||
],
|
||
"2962D2BB-52FF-4E74-8920-AE5EBFD7F328.png": [
|
||
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