510 lines
35 KiB
HTML
510 lines
35 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<title>深度行业研究：军工</title>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap');
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font-family: 'Noto Sans SC', sans-serif;
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overflow-x: hidden;
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border: 1px solid rgba(128, 128, 255, 0.2);
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</head>
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<body class="bg-gray-900 text-gray-200 font-sans">
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<!-- Background Effects -->
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<div class="absolute inset-0 -z-10 h-full w-full bg-gradient-to-br from-[#020024] via-[#090979] to-[#00192e]"></div>
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<div class="absolute bottom-0 left-[-20%] right-0 top-[-10%] h-[500px] w-[500px] rounded-full bg-[radial-gradient(circle_farthest-side,rgba(100,100,255,0.15),rgba(255,255,255,0))]"></div>
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<div class="absolute bottom-[-40%] right-[-20%] h-[700px] w-[700px] rounded-full bg-[radial-gradient(circle_farthest-side,rgba(173,216,230,0.1),rgba(255,255,255,0))]"></div>
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center my-8 md:my-16">
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<h1 class="text-4xl md:text-6xl font-orbitron font-bold text-white text-glow">深度行业研究：军工</h1>
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<p class="mt-4 text-lg md:text-xl text-cyan-200 max-w-4xl mx-auto">
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困境反转，景气拐点确立 | '十四五'收官冲刺与'新质战斗力'崛起
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</p>
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</header>
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<!-- Insight Section -->
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<section id="insight" class="my-12">
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<h2 class="text-3xl section-title text-glow">概念核心洞察 (Concept Insight)</h2>
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<div class="bento-grid">
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<div class="glass-card p-6 md:p-8 bento-item md:col-span-4 md:row-span-2">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">核心观点与驱动逻辑</h3>
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<p class="text-lg font-semibold mb-4 text-gray-100">军工行业正处在由长期压制转向全面复苏的“困境反转”关键节点，其核心驱动力源于全球地缘政治恶化下的外部刚需与国内“十四五”收官冲刺的内部任务双重叠加。</p>
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<div class="space-y-4 text-gray-300">
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<div>
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<strong class="text-cyan-400">1. 政策周期与任务驱动 (“十四五”收官):</strong>
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<p class="pl-4 border-l-2 border-cyan-500/50 ml-2">最核心、最明确的驱动力。2025年作为规划最后一年，为完成2023-24年积压订单，行业将加速生产交付，构成困境反转的根本逻辑。预计需完成剩余 <span class="font-bold text-white">30%-40%</span> 的任务。</p>
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</div>
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<div>
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<strong class="text-cyan-400">2. 地缘政治恶化与备战需求:</strong>
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<p class="pl-4 border-l-2 border-cyan-500/50 ml-2">中长期驱动力。“百年未有之大变局”下，国防建设从“强军目标”转为“现实需求”，实战化训练大幅增加弹药等消耗品补库需求。例如，某旅弹药消耗量一年内增长 <span class="font-bold text-white">2.4-3.9倍</span>。</p>
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</div>
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<div>
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<strong class="text-cyan-400">3. 技术变革与新质战斗力:</strong>
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<p class="pl-4 border-l-2 border-cyan-500/50 ml-2">决定未来成长天花板。AI、无人化、智能化正重塑战争形态，是AI应用率先且迫切落地的方向。美股Palantir市值超越洛马是价值重估的信号，9月大阅兵将是检验成果的关键窗口。</p>
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</div>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8 bento-item md:col-span-2 md:row-span-2">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">关键催化剂与发展路径</h3>
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<div class="space-y-6">
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<div>
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<h4 class="font-bold text-lg text-white">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside mt-2 space-y-1 text-gray-300">
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<li><strong class="text-cyan-400">大阅兵 (2024.09.03):</strong> 最强事件催化，预期展示无人/智能装备，引爆“军工+AI”板块。</li>
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<li><strong class="text-cyan-400">三季度财报 (2024.10):</strong> 验证基本面拐点的首个关键窗口，检验业绩改善预期。</li>
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<li><strong class="text-cyan-400">订单落地公告:</strong> 上市公司合同公告是最硬核催化剂，持续强化景气反转逻辑。</li>
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</ul>
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</div>
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<div>
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<h4 class="font-bold text-lg text-white">长期发展路径</h4>
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<ol class="list-decimal list-inside mt-2 space-y-2 text-gray-300">
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<li><strong class="text-cyan-400">阶段一 (至2025年): 产能与交付驱动</strong><p class="text-sm pl-2">核心是完成“十四五”积压订单，关注上游军工电子和中游弹药/导弹的业绩弹性。</p></li>
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<li><strong class="text-cyan-400">阶段二 (“十五五”): 技术与创新驱动</strong><p class="text-sm pl-2">重点转向“新域新质”，军工+AI、无人体系、智能弹药成为增量核心。</p></li>
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<li><strong class="text-cyan-400">阶段三 (长期): 全球化与市场化驱动</strong><p class="text-sm pl-2">军贸是打开成长天花板的关键，我国市占率仅<span class="font-bold text-white">2.88%</span>，空间巨大。</p></li>
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</ol>
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</div>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8 bento-item md:col-span-3 md:row-span-2">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">市场认知与预期差</h3>
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<div>
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<h4 class="font-bold text-lg text-white">市场情绪：高度乐观，抢跑色彩浓厚</h4>
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<p class="mt-2 text-gray-300">市场已形成“2025年行业将迎爆发”的强烈共识。“否极泰来”、“压制3年的弹簧终于松开”等表述反映出对反转的极高预期。</p>
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</div>
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<div class="divider before:bg-cyan-500/30 after:bg-cyan-500/30">预期差</div>
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<div class="space-y-3">
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<div>
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<h5 class="font-semibold text-cyan-400">“全面爆发” vs “结构性分化”</h5>
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<p class="text-sm text-gray-300">宏大叙事掩盖结构差异。央企业绩增速显著优于民企，增长核心在于“新域新质赛道”，而非普涨。</p>
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</div>
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<div>
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<h5 class="font-semibold text-cyan-400">“订单增长” vs “现金流质量”</h5>
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<p class="text-sm text-gray-300">市场关注订单，但忽视了回款风险。例如国科军工因结算政策影响，2024年经营现金流净额同比减少<span class="font-bold text-white">123.87%</span>，是乐观情绪下的“魔鬼细节”。</p>
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</div>
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<div>
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<h5 class="font-semibold text-cyan-400">“直线反转” vs “波浪式前进”</h5>
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<p class="text-sm text-gray-300">反腐等因素或影响订单落地节奏，反转过程可能并非一帆风顺，而是波浪式、结构化的复苏。</p>
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</div>
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</div>
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</div>
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<div class="glass-card p-6 md:p-8 bento-item md:col-span-3 md:row-span-1">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-gray-300">
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<li><strong class="text-red-400">订单落地不及预期:</strong> 所有信息源共同提示的核心风险，采购计划调整或流程变化均可能导致延迟。</li>
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<li><strong class="text-red-400">产能瓶颈:</strong> 固体火箭发动机等关键环节存在产能瓶颈，或出现“有订单，无产能”局面。</li>
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<li><strong class="text-red-400">军品审价/集采:</strong> 新审价政策可能压缩产业链利润空间。</li>
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<li><strong class="text-red-400">“军工+AI”落地风险:</strong> 技术与军事应用的深度融合及商业模式仍在探索。</li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8 bento-item md:col-span-3 md:row-span-1">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">综合结论与投资启示</h3>
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<p class="font-semibold text-gray-100 mb-3">行业正从主题炒作转向基本面驱动，向上拐点确立，但复苏过程将是结构性的。最具投资价值的细分环节包括：</p>
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<ol class="list-decimal list-inside space-y-1 text-gray-300">
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<li><strong>弹药/导弹产业链 (消耗品):</strong> 确定性最高、逻辑最硬。</li>
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<li><strong>军工电子元器件 (高弹性上游):</strong> 景气度“放大器”，业绩弹性最大。</li>
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<li><strong>“军工+AI”/无人装备 (未来主线):</strong> 最具想象空间的长期方向。</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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<!-- Data Visualization -->
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<section id="visualization" class="my-12">
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<h2 class="text-3xl section-title text-glow">行业景气度趋势 (Industry Sentiment Trend)</h2>
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<div class="glass-card p-4">
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<div id="sentimentChart" style="width: 100%; height: 400px;"></div>
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</div>
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</section>
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<!-- Supporting Data Section -->
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<section id="data" class="my-12">
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<h2 class="text-3xl section-title text-glow">情报数据聚合 (Intelligence Data Feed)</h2>
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<div x-data="{ activeTab: 'news' }" class="w-full">
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<div class="flex justify-center space-x-2 md:space-x-4 mb-6">
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<button @click="activeTab = 'news'" :class="{ 'active': activeTab === 'news' }" class="custom-tab">新闻数据</button>
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<button @click="activeTab = 'roadshow'" :class="{ 'active': activeTab === 'roadshow' }" class="custom-tab">路演纪要</button>
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<button @click="activeTab = 'report'" :class="{ 'active': activeTab === 'report' }" class="custom-tab">研报精粹</button>
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</div>
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<div class="glass-card p-6 md:p-8">
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<!-- News Data -->
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<div x-show="activeTab === 'news'" x-transition>
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">新闻数据摘要</h3>
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<div class="space-y-4 text-gray-300">
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<div>
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<strong class="text-cyan-400">总体趋势：困境反转，2025年弹性最大</strong>
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<ul class="list-disc list-inside pl-4 mt-1">
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<li>多篇报告强调2025年是“困境反转”和“产业反转拐点”，主因是“完成十四五积压的订单”。</li>
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<li>预期“2025年有望是军工近10年来弹性最大的一年”，订单自2024年Q3-Q4持续下发，2025Q1大规模落地。</li>
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<li>板块业绩自2024Q3起逐季度改善，长期逻辑“大国刚需”不变。</li>
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</ul>
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</div>
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<div>
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<strong class="text-cyan-400">核心驱动：地缘冲突与国内政策</strong>
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<ul class="list-disc list-inside pl-4 mt-1">
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<li>地缘局势：“百年未有之大变局”，台湾及太平洋地区军演频发，全球军费进入增长通道。</li>
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<li>国内事件：9月3日大阅兵被视为“展示军工科技的盛宴”，期待“阅兵牛”行情。</li>
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</ul>
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</div>
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<div>
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<strong class="text-cyan-400">重点主线：军贸、AI军工、弹药</strong>
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<ul class="list-disc list-inside pl-4 mt-1">
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<li><strong>军贸:</strong> 打开长期成长天花板，我国市占率仅2.88%，提升空间巨大。</li>
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<li><strong>军工+AI:</strong> 中美竞争代差关键，AI与机器人迫切落地方向，对标Palantir。</li>
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<li><strong>弹药:</strong> 战争最大消耗品，备战与军贸双重需求，对标欧洲莱茵金属。</li>
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<li><strong>军工电子:</strong> 景气度先行指标，牛鞭效应显著，订单持续火爆。</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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<!-- Roadshow Data -->
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<div x-show="activeTab === 'roadshow'" x-transition style="display: none;">
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<h3 class="font-orbitron text-xl text-cyan-300 mb-4">路演纪要精选</h3>
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<div class="space-y-4 text-gray-300 max-h-[500px] overflow-y-auto pr-4">
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<div>
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<strong class="text-cyan-400">国科军工 (核心标的):</strong>
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<ul class="list-disc list-inside pl-4 mt-1">
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<li><strong>稀缺性:</strong> 国内唯一上市的地方军工固体推进剂企业，技术壁垒高。</li>
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<li><strong>订单验证:</strong> 2024年签订3亿元弹药合同，2025年初再签7.4亿元大额合同，强力验证行业拐点。</li>
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<li><strong>技术领先:</strong> 防空反导弹药独家供应，HTPE高燃速推进剂、双脉冲发动机技术国内领先。</li>
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</ul>
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</div>
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<div>
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<strong class="text-cyan-400">行业判断与节奏:</strong>
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<ul class="list-disc list-inside pl-4 mt-1">
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<li>2024年是“加速攻坚的关键年”，2025年是“反转年”，行业进入“困境反转”阶段。</li>
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<li>核心增量在“新域新质赛道”：高超音速、数据链、远程火箭弹、水下攻防。</li>
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<li>上游元器件加速放量：2025年2月元器件订单增速达100%-150%。</li>
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</ul>
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</div>
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<div>
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<strong class="text-cyan-400">弹药产业链逻辑:</strong>
|
||
<ul class="list-disc list-inside pl-4 mt-1">
|
||
<li><strong>需求爆发:</strong> 实战化训练、战备需求和现代战争消耗战模式驱动弹药需求指数级增长。</li>
|
||
<li><strong>供给瓶颈:</strong> 火工品行业高危、扩产难，固体发动机是导弹产业链产能瓶颈。</li>
|
||
<li><strong>未来地位:</strong> “十五五”规划中弹药消耗的行业地位，可能与“十四五”的军机产业链相当。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Report Data -->
|
||
<div x-show="activeTab === 'report'" x-transition style="display: none;">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">研报精粹 (以国科军工为例)</h3>
|
||
<div class="space-y-4 text-gray-300">
|
||
<div>
|
||
<strong class="text-cyan-400">定位与业务:</strong>
|
||
<p>公司是消耗类装备赛道最纯正标的之一，核心业务为导弹固体发动机动力与控制产品、弹药装备，在多个细分领域是唯一或唯二承制单位。</p>
|
||
</div>
|
||
<div>
|
||
<strong class="text-cyan-400">财务与订单:</strong>
|
||
<ul class="list-disc list-inside pl-4 mt-1">
|
||
<li><strong>收入增长:</strong> 2024年军品业务收入<span class="font-bold text-white">11.67亿元</span>，同比增长17.34%。其中导弹发动机模块业务营收<span class="font-bold text-white">3.76亿元</span>，同比暴增<span class="font-bold text-white">71.57%</span>。</li>
|
||
<li><strong>盈利提升:</strong> 2024年军品业务毛利率<span class="font-bold text-white">34.50%</span>，稳步提升。</li>
|
||
<li><strong>在手订单充足:</strong> 2025年1月签订<span class="font-bold text-white">7.39亿元</span>大合同，占2024年收入的61.38%。</li>
|
||
<li><strong>现金流警示:</strong> 2024年经营性现金流受结算政策影响大幅减少，需关注回款风险。</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<strong class="text-cyan-400">技术与未来:</strong>
|
||
<ul class="list-disc list-inside pl-4 mt-1">
|
||
<li><strong>技术突破:</strong> 掌握新一代高能钝感推进剂、C&R双模复合目标探测（国内首创）等核心技术。</li>
|
||
<li><strong>未来拓展:</strong> 向智能化弹药、无人机助推器、航天发动机总装领域转型。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stocks Section -->
|
||
<section id="stocks" class="my-12">
|
||
<h2 class="text-3xl section-title text-glow">核心标的池 (Core Stock Pool)</h2>
|
||
<div class="space-y-8">
|
||
|
||
<!-- Sub-sections for stocks -->
|
||
<div class="glass-card p-4 md:p-6">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">主机厂 & 整机平台</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>股票代码</th><th>细分领域</th><th>所属军种</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>中航沈飞</td><td><a href="https://valuefrontier.cn/company?scode=600760" target="_blank" class="link link-hover">600760</a></td><td>军机</td><td>空军</td></tr>
|
||
<tr><td>中航西飞</td><td><a href="https://valuefrontier.cn/company?scode=000768" target="_blank" class="link link-hover">000768</a></td><td>军机</td><td>空军</td></tr>
|
||
<tr><td>洪都航空</td><td><a href="https://valuefrontier.cn/company?scode=600316" target="_blank" class="link link-hover">600316</a></td><td>军机/无人机/导弹</td><td>空军/火箭军</td></tr>
|
||
<tr><td>中无人机</td><td><a href="https://valuefrontier.cn/company?scode=688297" target="_blank" class="link link-hover">688297</a></td><td>无人机</td><td>空军</td></tr>
|
||
<tr><td>内蒙一机</td><td><a href="https://valuefrontier.cn/company?scode=600967" target="_blank" class="link link-hover">600967</a></td><td>战车整车</td><td>陆军</td></tr>
|
||
<tr><td>中国船舶</td><td><a href="https://valuefrontier.cn/company?scode=600150" target="_blank" class="link link-hover">600150</a></td><td>舰艇整船</td><td>海军</td></tr>
|
||
<tr><td>中国重工</td><td>-</td><td>舰艇整船</td><td>海军</td></tr>
|
||
<tr><td>中国海防</td><td><a href="https://valuefrontier.cn/company?scode=600764" target="_blank" class="link link-hover">600764</a></td><td>水下装备/水声电子</td><td>海军</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-4 md:p-6">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">弹药 & 导弹 & 动力系统</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>股票代码</th><th>细分领域</th><th>核心逻辑</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>国科军工</td><td><a href="https://valuefrontier.cn/company?scode=688543" target="_blank" class="link link-hover">688543</a></td><td>箭弹导弹/固体发动机</td><td>高消耗/业绩弹性/军贸</td></tr>
|
||
<tr><td>中兵红箭</td><td><a href="https://valuefrontier.cn/company?scode=000519" target="_blank" class="link link-hover">000519</a></td><td>箭弹导弹/总装</td><td>兵器集团弹药平台</td></tr>
|
||
<tr><td>长城军工</td><td><a href="https://valuefrontier.cn/company?scode=601606" target="_blank" class="link link-hover">601606</a></td><td>箭弹导弹/总装</td><td>火工品/迫击炮弹</td></tr>
|
||
<tr><td>新余国科</td><td><a href="https://valuefrontier.cn/company?scode=300722" target="_blank" class="link link-hover">300722</a></td><td>武器/火工品</td><td>火工元件</td></tr>
|
||
<tr><td>高德红外</td><td><a href="https://valuefrontier.cn/company?scode=002414" target="_blank" class="link link-hover">002414</a></td><td>导弹总体/红外制导</td><td>红外龙头/导弹总装</td></tr>
|
||
<tr><td>航发动力</td><td><a href="https://valuefrontier.cn/company?scode=600893" target="_blank" class="link link-hover">600893</a></td><td>航空发动机</td><td>航发总装平台/景气核心</td></tr>
|
||
<tr><td>航发控制</td><td><a href="https://valuefrontier.cn/company?scode=000738" target="_blank" class="link link-hover">000738</a></td><td>发动机控制系统</td><td>航发核心配套</td></tr>
|
||
<tr><td>北方导航</td><td><a href="https://valuefrontier.cn/company?scode=600435" target="_blank" class="link link-hover">600435</a></td><td>制导系统</td><td>远程精准制导技术</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-4 md:p-6">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">军工电子 & 信息化 & AI</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>股票代码</th><th>细分领域</th><th>核心逻辑</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>振华科技</td><td><a href="https://valuefrontier.cn/company?scode=000733" target="_blank" class="link link-hover">000733</a></td><td>军工电子/元器件</td><td>元器件龙头/平台型企业</td></tr>
|
||
<tr><td>火炬电子</td><td><a href="https://valuefrontier.cn/company?scode=603678" target="_blank" class="link link-hover">603678</a></td><td>军工电子/被动元器件</td><td>MLCC核心供应商</td></tr>
|
||
<tr><td>鸿远电子</td><td><a href="https://valuefrontier.cn/company?scode=603267" target="_blank" class="link link-hover">603267</a></td><td>军工电子/被动元器件</td><td>MLCC核心供应商</td></tr>
|
||
<tr><td>航天电器</td><td><a href="https://valuefrontier.cn/company?scode=002025" target="_blank" class="link link-hover">002025</a></td><td>连接器/继电器</td><td>导弹产业链核心配套</td></tr>
|
||
<tr><td>紫光国微</td><td><a href="https://valuefrontier.cn/company?scode=002049" target="_blank" class="link link-hover">002049</a></td><td>军工芯片(FPGA)</td><td>特种集成电路龙头</td></tr>
|
||
<tr><td>观想科技</td><td><a href="https://valuefrontier.cn/company?scode=301213" target="_blank" class="link link-hover">301213</a></td><td>军工AI/信息化</td><td>装备全生命周期管理</td></tr>
|
||
<tr><td>中科星图</td><td><a href="https://valuefrontier.cn/company?scode=688568" target="_blank" class="link link-hover">688568</a></td><td>军工AI</td><td>空天信息/数字地球</td></tr>
|
||
<tr><td>七一二</td><td><a href="https://valuefrontier.cn/company?scode=603712" target="_blank" class="link link-hover">603712</a></td><td>军工通信</td><td>专网无线通信</td></tr>
|
||
<tr><td>晶品特装</td><td><a href="https://valuefrontier.cn/company?scode=688084" target="_blank" class="link link-hover">688084</a></td><td>军用机器人</td><td>光电侦察/无人化装备</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-4 md:p-6">
|
||
<h3 class="font-orbitron text-xl text-cyan-300 mb-4">上游材料 & 零部件</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr><th>股票名称</th><th>股票代码</th><th>细分领域</th><th>核心逻辑</th></tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>光威复材</td><td><a href="https://valuefrontier.cn/company?scode=300699" target="_blank" class="link link-hover">300699</a></td><td>碳纤维</td><td>军用碳纤维龙头</td></tr>
|
||
<tr><td>菲利华</td><td><a href="https://valuefrontier.cn/company?scode=300395" target="_blank" class="link link-hover">300395</a></td><td>石英纤维/材料</td><td>高超音速核心材料</td></tr>
|
||
<tr><td>西部材料</td><td><a href="https://valuefrontier.cn/company?scode=002149" target="_blank" class="link link-hover">002149</a></td><td>钛合金</td><td>水下装备/导弹材料</td></tr>
|
||
<tr><td>西部超导</td><td><a href="https://valuefrontier.cn/company?scode=688122" target="_blank" class="link link-hover">688122</a></td><td>钛合金/高温合金</td><td>高端材料龙头</td></tr>
|
||
<tr><td>华秦科技</td><td><a href="https://valuefrontier.cn/company?scode=688281" target="_blank" class="link link-hover">688281</a></td><td>隐身材料</td><td>特种功能材料</td></tr>
|
||
<tr><td>中航高科</td><td><a href="https://valuefrontier.cn/company?scode=600862" target="_blank" class="link link-hover">600862</a></td><td>复合材料</td><td>航空复材预浸料</td></tr>
|
||
<tr><td>三角防务</td><td><a href="https://valuefrontier.cn/company?scode=300775" target="_blank" class="link link-hover">300775</a></td><td>航空锻件</td><td>大型模锻件</td></tr>
|
||
<tr><td>中航重机</td><td><a href="https://valuefrontier.cn/company?scode=600765" target="_blank" class="link link-hover">600765</a></td><td>航空锻件</td><td>锻铸件龙头</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 mt-12 border-t border-cyan-500/20">
|
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<p class="text-sm text-gray-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="text-xs text-gray-500 mt-1">免责声明：本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
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