541 lines
38 KiB
HTML
541 lines
38 KiB
HTML
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<title>深度行研 | 军工-阅兵 概念分析</title>
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<div class="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center py-8">
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<h1 class="fui-header tracking-widest">深度行研: 军工-阅兵</h1>
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<p class="text-sm text-gray-400 mt-4 tracking-wider">
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北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<main class="space-y-12">
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<!-- Bento Grid Insight Summary -->
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<section class="bento-grid">
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<div class="bento-item glass-card p-6 col-span-12 lg:col-span-8 row-span-2">
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<h3 class="text-xl font-bold text-sky-300 mb-4">核心观点摘要</h3>
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<p class="text-gray-300 leading-relaxed">
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“军工-阅兵”概念是由2025年9月3日抗战胜利80周年阅兵驱动的、具有明确时间节点的强主题性投资机会。其核心驱动力在于本次阅兵对“<span class="highlight-text">新质战斗力</span>”的空前展示，这不仅是短期情绪的催化剂，更是对“十五五”期间军队装备采购方向和军贸出海潜力的“<span class="highlight-text">官方预演</span>”和“<span class="highlight-text">产品展销会</span>”，预示着相关产业链将从主题炒作转向业绩驱动。
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</p>
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<p class="mt-4 text-gray-400">
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本次阅兵的核心增量在于对 <span class="highlight-text">无人智能、水下作战、高超声速</span> 等“新域新质”力量的系统性展示，驱动市场对全新产业链（如UUV、无人机蜂群、反无系统）的价值重估。
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</p>
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</div>
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<div class="bento-item glass-card p-6 col-span-12 lg:col-span-4">
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<h3 class="text-lg font-semibold text-sky-300 mb-2">核心事件</h3>
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<p class="text-sm text-gray-300">纪念抗战胜利80周年阅兵</p>
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<p class="text-lg font-bold mt-1">2025年9月3日</p>
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<p class="text-sm text-gray-400">北京天安门广场</p>
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</div>
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<div class="bento-item glass-card p-6 col-span-12 lg:col-span-4">
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<h3 class="text-lg font-semibold text-sky-300 mb-2">官方定性</h3>
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<p class="text-sm text-gray-300">新征程的首次阅兵，集中展示新时代军队建设新成效，突出 <span class="highlight-text">智能化、无人化、新质新域</span>。</p>
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</div>
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<div class="bento-item glass-card p-6 col-span-12 lg:col-span-12">
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<h3 class="text-lg font-semibold text-sky-300 mb-4">关键时间轴</h3>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle text-sky-400"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end md:text-left mb-10">
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<time class="font-mono italic text-sm">2025年6月下旬</time>
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<div class="text-lg font-black">预期发酵</div>
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官方宣布阅兵计划，市场开始发酵，路演密集讨论。
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</div>
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<hr class="bg-sky-400/50"/>
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</li>
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<li>
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<hr class="bg-sky-400/50"/><div class="timeline-middle text-sky-400"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-sm">2025年8月中上旬</time>
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<div class="text-lg font-black">预期升温</div>
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综合演练举行，"机器狼"、"XLUUV"等细节流出，引爆市场对“新质战斗力”的想象。
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</div>
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<hr class="bg-sky-400/50"/>
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</li>
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<li>
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<hr class="bg-sky-400/50"/><div class="timeline-middle text-sky-400"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-sm">2025年9月3日</time>
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<div class="text-lg font-black">高潮兑现</div>
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阅兵正式举行，概念迎来高潮和验证时刻。
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</div>
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<hr class="bg-sky-400/50"/>
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</li>
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<li>
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<hr class="bg-sky-400/50"/><div class="timeline-middle text-sky-400"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end">
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<time class="font-mono italic text-sm">2025年9月后</time>
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<div class="text-lg font-black">价值重估</div>
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市场进入“利好兑现”后的冷静期，关注点转向业绩兑现。
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</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- Core Logic -->
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<section class="glass-card p-6 sm:p-8">
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<h2 class="section-title mb-6 ml-6">核心逻辑与市场认知分析</h2>
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<div class="space-y-6">
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<div>
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<h4 class="font-semibold text-lg text-sky-400 mb-2">核心驱动力</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><span class="font-bold highlight-text">政策与意志的最高展示:</span> 新征程的首次阅兵，政治意义和展示力度超越以往，提供最强政策驱动力。</li>
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<li><span class="font-bold highlight-text">“新质战斗力”的首次体系化亮相:</span> 核心增量信息，展示作战模式的代际革新，驱动全新产业链价值重估。</li>
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<li><span class="font-bold highlight-text">“装备展销会”催化军贸预期:</span> 旨在突破高端军贸市场，为军工企业打开“第二增长曲线”。</li>
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<li><span class="font-bold highlight-text">“十五五”规划的风向标:</span> 为投资者预判未来行业订单和景气度提供重要线索。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-sky-400 mb-2">历史行情对比</h4>
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<div id="historical-chart" class="w-full h-72"></div>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-rose-400 mb-2">预期差分析</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><span class="font-bold text-rose-300">从“展示”到“列装”的距离:</span> 市场可能过度兴奋于新型号亮相，忽略了大规模列装产生稳定收入的时间周期和不确定性。</li>
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<li><span class="font-bold text-rose-300">“利好兑现”后的风险认知不足:</span> 阅兵前市场狂热，可能对“买在预期，卖在兑现”的交易风险认识不足。路演数据显示阅兵后板块曾急跌10%。</li>
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<li><span class="font-bold text-rose-300">对“体系化”价值的低估:</span> 市场关注“明星单品”，但阅兵核心是“体系化作战”，实现体系融合的信息化、网络化配套企业价值可能被低估。</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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<!-- Catalysts & Path -->
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<section class="glass-card p-6 sm:p-8">
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<h2 class="section-title mb-6 ml-6">关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h4 class="font-semibold text-lg text-sky-400 mb-2">近期催化剂 (未来3-6个月)</h4>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><span class="font-bold highlight-text">阅兵装备清单最终确认 (9月3日):</span> 最大的催化剂，直接验证或证伪市场猜测。</li>
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<li><span class="font-bold highlight-text">“十五五”规划相关信息披露:</span> 将阅兵行情引向基本面驱动的“指挥棒”。</li>
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<li><span class="font-bold highlight-text">重大军贸合同签订:</span> 强力验证“展销会”逻辑，提振板块估值天花板。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-lg text-sky-400 mb-2">长期发展路径</h4>
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||
<ol class="list-decimal list-inside space-y-2 text-gray-300">
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<li><span class="font-bold">主题发酵期 (当前):</span> 市场围绕预期博弈，情绪和资金流主导。</li>
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<li><span class="font-bold">验证与分化期 (阅兵后-2026年初):</span> 资金从普涨转向业绩确定性高的核心公司。</li>
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<li><span class="font-bold">业绩兑现期 (2026年+):</span> 核心装备进入批量采购，概念从主题投资转为成长性投资。</li>
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||
</ol>
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||
</div>
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</div>
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||
</section>
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||
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<!-- Data Insights -->
|
||
<section class="glass-card p-6 sm:p-8" x-data="{ tab: 'news' }">
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||
<h2 class="section-title mb-6 ml-6">数据洞察: 多源信息交叉验证</h2>
|
||
<div class="tabs tabs-boxed bg-black/20">
|
||
<a class="tab" :class="{ 'tab-active bg-sky-500/30': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
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||
<a class="tab" :class="{ 'tab-active bg-sky-500/30': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
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<a class="tab" :class="{ 'tab-active bg-sky-500/30': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
|
||
</div>
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||
<div class="mt-6 text-gray-300 space-y-4 text-sm leading-relaxed">
|
||
<div x-show="tab === 'news'">
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<h4 class="font-bold text-lg text-sky-400 mb-2">新闻数据核心提炼</h4>
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||
<p><span class="highlight-text font-semibold">[官方定性]</span> 新征程首次阅兵，展示军工科技盛宴，训练坚持实战标准，准备基本就绪。</p>
|
||
<p><span class="highlight-text font-semibold">[市场影响]</span> “阅兵牛”行情值得期待，是军工行情延续、空中加油的关键时点，而非兑现时刻。</p>
|
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<p><span class="highlight-text font-semibold">[重点装备]</span> 突出智能化、无人化、新质新域。演练中出现“机器狼”、“无人僚机”、“水下超大型无人潜航器”、“激光反无系统”等，均超市场预期。</p>
|
||
<p><span class="highlight-text font-semibold">[产业链]</span> 明确梳理了无人装备（中无人机）、水下作战（中国海防）、高超声速（菲利华）、反无人（锐科激光）等领域的关联上市公司。</p>
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||
</div>
|
||
<div x-show="tab === 'roadshow'">
|
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<h4 class="font-bold text-lg text-sky-400 mb-2">路演纪要核心提炼</h4>
|
||
<p><span class="highlight-text font-semibold">[战略意义]</span> 明确定义为“体系化高端装备出海的展销会”，是军贸高端化破局与国内装备建设提速的双重催化。</p>
|
||
<p><span class="highlight-text font-semibold">[新质力量]</span> 重点关注无人化、智能化、水下攻防、网络信息体系、高超音速武器四大方向，预计首次成体系亮相。</p>
|
||
<p><span class="highlight-text font-semibold">[市场节奏]</span> 普遍认为阅兵前1-2个月军工板块有超额收益。但关键信息点指出：<span class="text-rose-400 font-bold">阅兵后板块出现大幅回调，9月3日阅兵次周板块急跌10%</span>，当前为布局窗口。</p>
|
||
<p><span class="highlight-text font-semibold">[具体装备]</span> 歼-35、空警-600、无人僚机、远火、高能激光/微波、大型UUV等全谱系装备被重点提及。</p>
|
||
</div>
|
||
<div x-show="tab === 'research'">
|
||
<h4 class="font-bold text-lg text-sky-400 mb-2">研报精粹核心提炼</h4>
|
||
<p><span class="highlight-text font-semibold">[核心亮点]</span> 总结为“多、高、新”：装备多、国产化率高、新域新质战力新。所有装备均为国产现役主战装备，首次亮相比例高。</p>
|
||
<p><span class="highlight-text font-semibold">[编组创新]</span> 采用“混合编组”和“按作战模块编组”，凸显体系作战能力，而非单装备展示。</p>
|
||
<p><span class="highlight-text font-semibold">[详细装备]</span> 极详细列举了各方队可能展示的装备型号，如远程火炮（191远火）、高超导弹（鹰击-21）、核力量（巨浪-3）、无人作战（无人僚机、UUV集群）等，并给出相应投资逻辑。</p>
|
||
<p><span class="highlight-text font-semibold">[投资主线]</span> 将阅兵列为行业三大催化之首，投资逻辑围绕新域新质、订单增长、自主可控、军贸、重组五大主线展开。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Industry Chain & Risks -->
|
||
<section class="grid lg:grid-cols-2 gap-8">
|
||
<div class="glass-card p-6 sm:p-8">
|
||
<h2 class="section-title mb-6 ml-6">产业链与核心公司</h2>
|
||
<div class="space-y-4">
|
||
<div><span class="badge badge-info badge-outline">领导者</span> <span class="font-bold">中航沈飞、中航成飞:</span> 战斗机总装厂，空中梯队核心，确定性高。</div>
|
||
<div><span class="badge badge-accent badge-outline">新势力</span> <span class="font-bold">中国海防:</span> UUV核心标的，逻辑与阅兵最大增量高度契合。 <span class="font-bold">中无人机/航天彩虹:</span> 无人机龙头，直接受益。</div>
|
||
<div><span class="badge badge-warning badge-outline">弹性标的</span> <span class="font-bold">建设工业/晶品特装:</span> 关联“机器狗”等新面孔，体量小弹性大。 <span class="font-bold">菲利华:</span> 高超声速上游材料“卖铲人”。</div>
|
||
<div><span class="badge badge-primary badge-outline">地面核心</span> <span class="font-bold">内蒙一机:</span> 地面装备领导者，智能化/无人化坦克是看点。</div>
|
||
</div>
|
||
</div>
|
||
<div class="glass-card p-6 sm:p-8">
|
||
<h2 class="section-title mb-6 ml-6">潜在风险与挑战</h2>
|
||
<div class="space-y-3">
|
||
<div class="risk-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-rose-400">[最明确风险] “利好出尽”风险:</span> 阅兵后市场关注度下降，若无持续订单跟进，板块面临巨大回调压力。</div>
|
||
<div class="risk-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-rose-400">[技术风险]</span> 新质装备实战化部署可能存在技术瓶颈，后续列装速度和规模不及预期。</div>
|
||
<div class="risk-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-rose-400">[商业化风险]</span> 新型装备成本高昂，可能限制大规模采购，导致“有技术无订单”。</div>
|
||
<div class="risk-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-rose-400">[军贸风险]</span> “展销会”逻辑能否兑现受地缘政治等复杂因素影响，若订单迟迟不落地将证伪逻辑。</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Conclusion -->
|
||
<section class="glass-card p-6 sm:p-8">
|
||
<h2 class="section-title mb-6 ml-6">综合结论与投资启示</h2>
|
||
<p class="text-gray-300 leading-relaxed">
|
||
“军工-阅兵”概念正处<span class="highlight-text">主题炒作的高峰期</span>，短期由情绪和预期主导。阅兵结束后，概念将迅速进入<span class="highlight-text">基本面驱动的验证阶段</span>，公司的实际订单获取能力和业绩增长将成为唯一试金石。
|
||
</p>
|
||
<div class="mt-6 grid md:grid-cols-2 gap-8">
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-sky-400 mb-2">最具投资价值细分环节</h4>
|
||
<ul class="list-disc list-inside space-y-2 text-gray-300">
|
||
<li><span class="font-bold">无人装备 (空/地/水):</span> 本次阅兵最大“增量”，代表未来战争方向，成长空间巨大。</li>
|
||
<li><span class="font-bold">高超声速武器产业链:</span> 大国博弈“杀手锏”，发展具最高优先级，上游材料壁垒高。</li>
|
||
<li><span class="font-bold">军工电子与信息化:</span> 实现“体系化”作战的基石，需求具备普适性和持续性。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-lg text-green-400 mb-2">需重点跟踪的关键指标</h4>
|
||
<div class="space-y-3">
|
||
<div class="key-indicator-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-green-300">订单指标:</span> 装备列装型号与数量，核心公司合同负债/存货变化。</div>
|
||
<div class="key-indicator-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-green-300">军贸指标:</span> 上市公司重大海外销售合同公告。</div>
|
||
<div class="key-indicator-card p-3 bg-black/20 rounded-lg"><span class="font-bold text-green-300">实战化指标:</span> 新型装备参与大规模、高强度联合演训的新闻。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section>
|
||
<h2 class="section-title mb-6 ml-12">近期涨幅异动分析</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
|
||
<!-- Data will be dynamically inserted here -->
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section>
|
||
<h2 class="section-title mb-6 ml-12">核心概念股梳理</h2>
|
||
<div class="overflow-x-auto glass-card p-4">
|
||
<table class="fui-table">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/6">股票名称</th>
|
||
<th class="w-1/6">所属梯队/服务</th>
|
||
<th class="w-1/6">细分标签</th>
|
||
<th class="w-3/6">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be populated by JS -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
||
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|
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|
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|
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|
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|
||
{ "stock": "北方长龙", "reason": "公司多款产品随装甲侦察车、装甲指挥车、坦克、步兵战车等军用装备参与70周年阅兵", "其他标签": "战车", "stock_code": "301357" },
|
||
{ "stock": "中船应急", "reason": "野战站台车，可临时架设保障重型装备快速装卸的机动站台", "其他标签": "战车" },
|
||
{ "stock": "东风股份", "reason": "东风猛士，陆军通勤车", "其他标签": "战车", "stock_code": "600006" },
|
||
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|
||
"空中梯队": [
|
||
{ "stock": "中航沈飞", "reason": "歼-16、歼-35、暗剑系列无人机", "其他标签": "战机, 无人机", "stock_code": "600760" },
|
||
{ "stock": "中航成飞", "reason": "歼-20", "其他标签": "战机", "stock_code": "302132" },
|
||
{ "stock": "中直股份", "reason": "直8、直9、直11等系列军用直升机", "其他标签": "战机", "stock_code": "600038" },
|
||
{ "stock": "洪都航空", "reason": "教10、教8、K-8、攻击-11", "其他标签": "战机", "stock_code": "600316" },
|
||
{ "stock": "中航西飞", "reason": "轰-6、运-20、空警-2000预警机", "其他标签": "战机", "stock_code": "000768" },
|
||
{ "stock": "光电股份", "reason": "红箭-10反坦克导弹总装单位", "其他标签": "导弹", "stock_code": "600184" },
|
||
{ "stock": "航天长峰", "reason": "关联二院，空天防御导弹", "其他标签": "导弹", "stock_code": "600855" },
|
||
{ "stock": "航天科技", "reason": "航天应用业务给航天三院配套，鹰击系列巡航导弹", "其他标签": "导弹", "stock_code": "000901" },
|
||
{ "stock": "航天机电", "reason": "实控人关联八院，红旗-16、红旗-6A弹炮系统", "其他标签": "导弹", "stock_code": "600151" },
|
||
{ "stock": "航天工程", "reason": "实控人关联一院，多型战略导弹", "其他标签": "导弹", "stock_code": "603698" },
|
||
{ "stock": "航天电子", "reason": "小型近程侦察无人机", "其他标签": "无人机", "stock_code": "600879" },
|
||
{ "stock": "航天彩虹", "reason": "彩虹系列无人机", "其他标签": "无人机", "stock_code": "002389" },
|
||
{ "stock": "中无人机", "reason": "翼龙系列无人机", "其他标签": "无人机", "stock_code": "688297" },
|
||
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|
||
"阅兵保障服务": [
|
||
{ "stock": "四创电子", "reason": "雷达产品驻守北京周边，为阅兵活动的顺利举行提供全天候气象与安全保障", "其他标签": "", "stock_code": "600990" },
|
||
{ "stock": "安凯客车", "reason": "共约200辆各类客车服务于阅兵式，其中40辆改装的宝斯通中巴客车用于2个抗战老同志乘车方队，直接参与阅兵式", "其他标签": "", "stock_code": "000868" },
|
||
{ "stock": "际华集团", "reason": "多次参与我军军服升级制作，保障了多次阅兵任务", "其他标签": "", "stock_code": "601718" },
|
||
{ "stock": "北斗星通", "reason": "曾为阅兵装备提供卫星导航定位服务，可保障受阅时各方队整体车速控制在10千米/小时，骑线偏差不超过1厘米", "其他标签": "", "stock_code": "002151" },
|
||
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|
||
{ "stock": "烽火电子", "reason": "曾承担过建军90周年阅兵通信保障任务", "其他标签": "", "stock_code": "000561" },
|
||
{ "stock": "金盾股份", "reason": "技术成果直接应用到“建国60周年国庆首都阅兵陆军装备数码迷彩涂装”", "其他标签": "", "stock_code": "300411" },
|
||
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|
||
{ "stock": "万里马", "reason": "军警装备供应商，曾承担被装生产任务", "其他标签": "", "stock_code": "300591" },
|
||
{ "stock": "绿盟科技", "reason": "获选世界反法西斯战争胜利70周年阅兵安保技术支持单位", "其他标签": "", "stock_code": "300369" },
|
||
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|
||
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|
||
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|
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|
||
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|
||
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|
||
|
||
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|
||
const riseAnalysisData = [
|
||
{"stock":"长城军工","stock_code":"601606","rise_rate":9.99,"trade_date":"2025-06-26","reason":"核心结论: 长城军工涨停主要受9月阅兵预期和兵器装备集团重组预期双重驱动，叠加军工板块整体走强。"},
|
||
{"stock":"高德红外","stock_code":"002414","rise_rate":5.65,"trade_date":"2025-07-28","reason":"核心结论: 券商明确列为导弹装备重点标的，叠加八一建军节、九三阅兵预期及民用低空经济拓展，多重因素共振。"},
|
||
{"stock":"中天火箭","stock_code":"003009","rise_rate":10.01,"trade_date":"2025-06-25","reason":"核心结论: 商业航天发射提速预期、军工订单增长预期及阅兵概念等多重利好因素共振驱动。"},
|
||
{"stock":"万泽股份","stock_code":"000534","rise_rate":10.01,"trade_date":"2025-08-08","reason":"核心结论: 9·3阅兵倒计时叠加高温合金政策催化，融资盘三日净买近亿元，小市值军工材料补涨。"},
|
||
{"stock":"博亚精工","stock_code":"300971","rise_rate":20.02,"trade_date":"2025-08-26","reason":"核心结论: 博亚精工涨停系“军工阅兵倒计时+高端装备进口替代”双重催化叠加2025H1业绩超预期，形成基本面与事件共振。"},
|
||
{"stock":"国科军工","stock_code":"688543","rise_rate":10.32,"trade_date":"2025-06-30","reason":"核心结论: 军工板块整体强势、商业航天概念热度及阅兵预期催化是最直接原因，叠加公司基本面与市场情绪推动。"},
|
||
{"stock":"甘化科工","stock_code":"000576","rise_rate":9.97,"trade_date":"2025-08-25","reason":"核心结论: 9·3阅兵战备弹药补库预期叠加导弹电源模块追加订单与二期产线投产，军工业务盈利拐点确认。"},
|
||
{"stock":"国睿科技","stock_code":"600562","rise_rate":9.99,"trade_date":"2025-06-30","reason":"核心结论: 军工央企“旗舰工程”政策落地叠加9·3阅兵18.7亿元雷达订单曝光，触发涨停。"},
|
||
{"stock":"六九一二","stock_code":"301592","rise_rate":5.06,"trade_date":"2025-08-18","reason":"核心结论: 业务与反无人机热点题材契合，受阅兵活动预期及券商研报观点催化。"},
|
||
{"stock":"成飞集成","stock_code":"002190","rise_rate":10.01,"trade_date":"2025-08-22","reason":"核心结论: 9·3阅兵“六代机+新型无人机”首次公开预期叠加成飞集团资产证券化想象，游资点火小市值军工情绪。"},
|
||
{"stock":"伟隆股份","stock_code":"002871","rise_rate":10.03,"trade_date":"2025-08-22","reason":"核心结论: 业绩快报超预期叠加高折扣股权激励，恰逢“军工阅兵+数据中心液冷”双主题情绪爆发。"},
|
||
{"stock":"中电鑫龙","stock_code":"002298","rise_rate":5.9,"trade_date":"2025-08-18","reason":"核心结论: 受军工（阅兵预期）、“龙字辈”概念及华为产业链多重题材共振，叠加游资接力炒作。"}
|
||
];
|
||
|
||
const riseContainer = document.querySelector('#app > div > main > section:nth-of-type(6) > div');
|
||
riseAnalysisData.forEach(item => {
|
||
const card = document.createElement('div');
|
||
card.className = 'glass-card p-4 flex flex-col justify-between';
|
||
card.innerHTML = `
|
||
<div>
|
||
<div class="flex justify-between items-center mb-2">
|
||
<h3 class="font-bold text-lg text-sky-300">${item.stock} (${item.stock_code})</h3>
|
||
<div class="badge ${item.rise_rate > 0 ? 'badge-error' : 'badge-success'} badge-outline font-mono">${item.rise_rate > 0 ? '+' : ''}${item.rise_rate}%</div>
|
||
</div>
|
||
<p class="text-xs text-gray-500 mb-3">${item.trade_date}</p>
|
||
<p class="text-sm text-gray-300 leading-relaxed">${item.reason}</p>
|
||
</div>
|
||
`;
|
||
riseContainer.appendChild(card);
|
||
});
|
||
|
||
});
|
||
</script>
|
||
|
||
</body>
|
||
</html> |