644 lines
39 KiB
HTML
644 lines
39 KiB
HTML
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<html lang="zh-CN" data-theme="night">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>低空经济 - 深度投研报告</title>
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font-family: 'Noto Sans SC', sans-serif;
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</style>
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</head>
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<body class="min-h-screen">
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<div class="glow-effect"></div>
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<div class="glow-effect-2"></div>
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<main class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center mb-16">
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<h1 class="text-4xl md:text-6xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-gray-200 via-blue-300 to-indigo-400 mb-4">
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低空经济 深度投研报告
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</h1>
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<p class="text-lg text-gray-400">万亿蓝海起航，基建先行，应用破局</p>
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<p class="text-xs text-gray-600 mt-4">
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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” 呈现 <br> 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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<!-- Insight Section -->
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<section class="mb-16">
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<h2 class="section-title">核心洞察 (Insight)</h2>
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<div class="space-y-8">
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl mb-3 text-indigo-300">核心观点摘要</h3>
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<p class="text-gray-300">低空经济正处于从<strong class="text-blue-400">政策驱动的1.0阶段</strong>向<strong class="text-purple-400">产业与基建双轮驱动的2.0阶段</strong>过渡的关键时期。其核心驱动力是明确的国家战略意志和地方政府的强力执行，当前正沿着“<strong class="text-cyan-300">基础设施先行、应用场景破局、整机制造放量</strong>”的路径演进。长期看，这是万亿级新赛道，但短期内，市场的乐观预期与商业化的现实挑战之间存在显著<strong class="text-amber-400">预期差</strong>，投资机会将结构性地出现在产业链的不同环节。</p>
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</div>
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<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
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<div class="glass-card rounded-2xl p-6 lg:col-span-2">
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<h3 class="font-bold text-xl mb-3 text-indigo-300">核心驱动力：国家意志下的“新基建”与“新质生产力”</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-blue-400">组织保障:</strong> 国家发改委成立<strong class="text-white">低空经济发展司</strong>是关键信号，标志着国家级统一规划与资源调配时代的到来，扫清了最大体制障碍。</li>
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<li><strong class="text-blue-400">空域改革预期:</strong> 中央空管委介入和《无人驾驶航空器飞行管理暂行条例》实施，核心是逐步释放低空空域资源，是产业从“无米之炊”到“有米下锅”的根本前提。</li>
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<li><strong class="text-blue-400">经济新增长极:</strong> 在传统动能面临挑战的背景下，低空经济被视为融合高端制造、AI、新能源的综合性产业，有望成为新的万亿级经济引擎，地方政府对此有极强的投资冲动。</li>
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</ul>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl mb-3 text-indigo-300">市场热度与预期差</h3>
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<ul class="space-y-3 list-disc list-inside text-gray-300">
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<li><strong class="text-green-400">高度乐观:</strong> 密集的政策发布、产业会议和资本涌入（2025Q1一级市场融资38.13亿）营造了极度乐观氛围。</li>
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<li><strong class="text-amber-400">应用场景预期差:</strong> 市场对UAM（空中出租车）最兴奋，但短期商业闭环将是<strong class="text-white">物流、应急、文旅</strong>等2B/2G场景。</li>
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<li><strong class="text-amber-400">产业链价值预期差:</strong> 市场过度关注整机厂，但“基建先行”逻辑下，<strong class="text-white">空管系统、通导监设备</strong>等基础设施提供商（如莱斯信息、四创电子）短期确定性更高。</li>
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<li><strong class="text-amber-400">技术成熟度预期差:</strong> eVTOL核心瓶颈在<strong class="text-white">电池</strong>，当前285Wh/kg的能量密度严重制约航程和载重，距离理想的400Wh/kg以上仍有差距。</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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</section>
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<!-- Timeline & Catalysts -->
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<section class="mb-16">
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<h2 class="section-title">发展脉络与未来催化剂</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl mb-4 text-indigo-300">产业发展时间轴</h3>
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<div class="timeline">
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2023.07-12: 顶层定调</h4>
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<p class="text-sm text-gray-400">总书记指示，中央经济工作会议首提，国家发改委<strong class="text-white">低空经济发展司</strong>正式上线。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2024: 政策深化与地方竞赛</h4>
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<p class="text-sm text-gray-400">写入政府工作报告，地方政府“抢跑”出台专项方案。峰飞完成<strong class="text-white">全球首条跨海跨城eVTOL首飞</strong>，亿航智能获全球首个“三证”。</p>
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</div>
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<div class="timeline-item">
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<h4 class="font-semibold text-blue-300">2025: 商业化元年与基建启动</h4>
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<p class="text-sm text-gray-400">预期<strong class="text-white">亿航OC证获批</strong>，开启商业运营。安徽、深圳等地基建项目启动招标，产融结合深化，金融租赁订单超百亿。</p>
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</div>
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</div>
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</div>
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl mb-4 text-indigo-300">关键催化剂</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-purple-300">近期 (3-6个月)</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong class="text-white">运营合格证(OC)颁发:</strong> 亿航智能EH216-S OC是行业从“能飞”到“能赚钱”的关键一步。</li>
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<li><strong class="text-white">国家级空域管理细则出台:</strong> 引爆大规模商业应用的关键政策。</li>
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<li><strong class="text-white">首批基建大规模招标:</strong> 验证“基建先行”逻辑。</li>
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<li><strong class="text-white">标志性批量订单落地:</strong> 从意向协议到具备约束力的采购合同。</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-purple-300">长期 (3-5年)</h4>
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<ul class="list-disc list-inside text-sm text-gray-400 mt-2 space-y-1">
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<li><strong class="text-white">阶段一(至2026):</strong> 基础设施建设与场景验证期。</li>
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<li><strong class="text-white">阶段二(至2028):</strong> 技术突破(电池/电机)与规模化扩张期。</li>
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<li><strong class="text-white">阶段三(2028+):</strong> 智能化与网络化融合期，UAM初步成网。</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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<!-- Market Size & Supporting Data -->
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<section class="mb-16">
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<h2 class="section-title">市场规模与关键数据</h2>
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<div class="grid grid-cols-1 md:grid-cols-5 gap-6">
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<div class="md:col-span-3 glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl mb-4 text-indigo-300">市场规模预测</h3>
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<div id="market-size-chart" class="w-full h-80"></div>
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</div>
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<div class="md:col-span-2 glass-card rounded-2xl p-6 flex flex-col justify-center">
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<h3 class="font-bold text-xl mb-4 text-indigo-300">核心数据速览</h3>
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<div class="space-y-4">
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">2023年市场规模:</span>
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<span class="text-2xl font-bold text-cyan-300">> 5000亿</span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">2023年同比增速:</span>
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<span class="text-2xl font-bold text-cyan-300">> 33%</span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">2026年市场规模(预计):</span>
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<span class="text-2xl font-bold text-cyan-300">> 1万亿</span>
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</div>
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<div class="flex justify-between items-baseline">
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<span class="text-gray-400">无人机操控员缺口:</span>
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<span class="text-2xl font-bold text-amber-400">~100万人</span>
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</div>
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</div>
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</div>
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</div>
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<!-- Collapsible Supporting Data -->
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<div x-data="{ openTab: '' }" class="mt-8 space-y-4">
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<div class="glass-card rounded-2xl">
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<div @click="openTab = (openTab === 'policy' ? '' : 'policy')" class="p-4 cursor-pointer flex justify-between items-center">
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<h4 class="text-lg font-semibold text-blue-300">宏观政策与地方动态</h4>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 transition-transform" :class="{'rotate-180': openTab === 'policy'}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
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</div>
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<div x-show="openTab === 'policy'" x-collapse class="p-4 pt-0 text-sm text-gray-400">
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>国家层面:</strong> 成立<strong class="text-white">低空经济发展司</strong>，总书记指示，写入政府工作报告，工信部、民航局等部委出台支持政策，《无人驾驶航空器飞行管理暂行条例》施行。</li>
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<li><strong>地方层面:</strong> <strong class="text-white">深圳</strong>竞逐“低空经济第一城”，发布标准体系；<strong class="text-white">上海</strong>目标2027年核心产业规模达500亿元；<strong class="text-white">四川</strong>设立低空经济子基金；<strong class="text-white">湖南、上海</strong>成立省级低空经济集团；<strong class="text-white">成都</strong>出台“低空经济14条”补贴政策；<strong class="text-white">珠海</strong>上线全国首个低空空管服务系统。</li>
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</ul>
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</div>
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</div>
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<div class="glass-card rounded-2xl">
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<div @click="openTab = (openTab === 'tech' ? '' : 'tech')" class="p-4 cursor-pointer flex justify-between items-center">
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<h4 class="text-lg font-semibold text-blue-300">技术进展与商业化</h4>
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 transition-transform" :class="{'rotate-180': openTab === 'tech'}" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
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</div>
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<div x-show="openTab === 'tech'" x-collapse class="p-4 pt-0 text-sm text-gray-400">
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<ul class="list-disc pl-5 space-y-2">
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<li><strong>适航认证:</strong> <strong class="text-white">亿航智能EH216-S</strong>成全球首个“三证齐全”的载人eVTOL，官方指导价239万元/架；峰飞航空V2000CG获TC与PC。</li>
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<li><strong>基础设施:</strong> 三大运营商投入低空智联网；<strong class="text-white">莱斯信息</strong>开发国产化空管系统；<strong class="text-white">中科星图</strong>发布GEOVIS数智低空大脑；<strong class="text-white">四创电子</strong>中标安徽低空智联基建。</li>
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<li><strong>核心技术瓶颈:</strong> <strong class="text-white">电池</strong>能量密度是最大挑战，目标400Wh/kg；动力系统要求高功率密度(>16kW/kg)；<strong class="text-white">碳纤维</strong>是核心机体材料。</li>
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<li><strong>商业应用:</strong> 全国已开通数百条低空物流航线；应急、巡检、测绘等商业模式已跑通；深圳、上海等地低空文旅成常规项目；<strong class="text-white">峰飞航空、沃飞长空</strong>等获金融租赁公司百亿级意向订单。</li>
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</ul>
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</div>
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</div>
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||
</div>
|
||
</section>
|
||
|
||
|
||
<!-- Investment Logic & Risks -->
|
||
<section class="mb-16">
|
||
<h2 class="section-title">投资逻辑与潜在风险</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8">
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-4 text-indigo-300">投资价值细分环节</h3>
|
||
<ol class="space-y-4">
|
||
<li class="flex items-start">
|
||
<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex-shrink-0 flex items-center justify-center font-bold mr-4">1</div>
|
||
<div>
|
||
<h4 class="font-semibold text-blue-300">短期 (1-2年): 基础设施建设</h4>
|
||
<p class="text-sm text-gray-400">最确定方向，受益于政府投资，订单可见性高。重点关注<strong class="text-white">空管系统软件、通导监设备</strong>供应商。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex-shrink-0 flex items-center justify-center font-bold mr-4">2</div>
|
||
<div>
|
||
<h4 class="font-semibold text-purple-300">中期 (2-3年): 头部整机厂 & 核心零部件</h4>
|
||
<p class="text-sm text-gray-400">随OC落地和订单交付，率先实现收入的头部公司将脱颖而出。高价值、高壁垒的<strong class="text-white">动力总成、飞控系统、特种材料</strong>供应商迎来机遇。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<div class="bg-teal-500 text-white rounded-full w-8 h-8 flex-shrink-0 flex items-center justify-center font-bold mr-4">3</div>
|
||
<div>
|
||
<h4 class="font-semibold text-teal-300">长期 (3-5年以上): 运营服务商 & 电池技术突破者</h4>
|
||
<p class="text-sm text-gray-400">掌握航线、数据和客户的运营商将成为最终价值收割者。而<strong class="text-white">高能量密度电池</strong>的突破者将重塑行业格局。</p>
|
||
</div>
|
||
</li>
|
||
</ol>
|
||
</div>
|
||
<div class="glass-card rounded-2xl p-6">
|
||
<h3 class="font-bold text-xl mb-4 text-red-400">潜在风险与挑战</h3>
|
||
<ul class="space-y-3 list-disc list-inside text-gray-300">
|
||
<li><strong>技术风险:</strong> <strong class="text-white">电池瓶颈</strong>是最大制约，若2-3年内无突破，商业化将严重受阻；eVTOL技术路线不确定。</li>
|
||
<li><strong>商业化风险:</strong> 飞行器及运营<strong class="text-white">成本高昂</strong>，市场接受度存疑；早期商业模式高度依赖补贴，缺乏自我造血能力。</li>
|
||
<li><strong>安全与公众接受度:</strong> 任何重大<strong class="text-white">安全事故</strong>都可能对行业造成毁灭性打击；噪音、隐私问题是关键。</li>
|
||
<li><strong>政策风险:</strong> <strong class="text-white">空域开放程度和速度</strong>不及预期；地方政府“大干快上”可能导致低水平重复建设和恶性竞争。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Section -->
|
||
<section>
|
||
<h2 class="section-title">产业链核心标的</h2>
|
||
|
||
<div x-data="{
|
||
stocks: [],
|
||
categories: {},
|
||
init() {
|
||
const rawData = this.getRawData();
|
||
const uniqueStocks = this.processData(rawData);
|
||
this.stocks = Array.from(uniqueStocks.values());
|
||
this.categorizeStocks();
|
||
},
|
||
getRawData() { return stockData; },
|
||
processData(data) {
|
||
const stockMap = new Map();
|
||
Object.values(data).forEach(concept => {
|
||
Object.values(concept).forEach(source => {
|
||
if(Array.isArray(source)) {
|
||
source.forEach(item => {
|
||
if (item.stock) {
|
||
const stockName = item.stock.replace(/\(.*\)/, '').trim();
|
||
if (!stockMap.has(stockName)) {
|
||
stockMap.set(stockName, {
|
||
name: stockName,
|
||
code: item.stock_code,
|
||
reasons: new Set(),
|
||
tags: new Set()
|
||
});
|
||
}
|
||
const entry = stockMap.get(stockName);
|
||
if(item.code && !entry.code) entry.code = item.stock_code;
|
||
|
||
let reason = item.reason || 'N/A';
|
||
let tag = '其他';
|
||
|
||
if(typeof item.reason === 'string' && item.reason.includes(' - ')) {
|
||
const parts = item.reason.split(' - ');
|
||
tag = parts[0].trim();
|
||
reason = parts[1].trim();
|
||
}
|
||
|
||
if(item.其他标签) {
|
||
if (typeof item.其他标签 === 'string') {
|
||
tag = item.其他标签;
|
||
} else if (typeof item.其他标签 === 'object' && item.其他标签.类别) {
|
||
tag = item.其他标签.类别;
|
||
reason = item.其他标签.细分 || reason;
|
||
}
|
||
}
|
||
|
||
entry.reasons.add(reason);
|
||
entry.tags.add(tag);
|
||
}
|
||
});
|
||
}
|
||
});
|
||
});
|
||
return stockMap;
|
||
},
|
||
categorizeStocks() {
|
||
const categorized = {};
|
||
this.stocks.forEach(stock => {
|
||
const mainTag = this.determineMainCategory(stock.tags);
|
||
if (!categorized[mainTag]) {
|
||
categorized[mainTag] = [];
|
||
}
|
||
categorized[mainTag].push({
|
||
name: stock.name,
|
||
code: stock.code,
|
||
reason: Array.from(stock.reasons).join(', ')
|
||
});
|
||
});
|
||
// Reorder categories
|
||
const order = ['基础设施', '整机制造', '核心零部件', '运营与应用'];
|
||
const orderedCategories = {};
|
||
order.forEach(key => {
|
||
if (categorized[key]) {
|
||
orderedCategories[key] = categorized[key];
|
||
}
|
||
});
|
||
for (const key in categorized) {
|
||
if (!orderedCategories[key]) {
|
||
orderedCategories[key] = categorized[key];
|
||
}
|
||
}
|
||
this.categories = orderedCategories;
|
||
},
|
||
determineMainCategory(tagsSet) {
|
||
const tags = Array.from(tagsSet);
|
||
if (tags.includes('低空基建') || tags.includes('空管') || tags.includes('系统服务') || tags.includes('运维') || tags.includes('解决方案') || tags.includes('通感一体化/智慧灯杆')) return '基础设施';
|
||
if (tags.includes('整机')) return '整机制造';
|
||
if (tags.includes('零部件') || tags.includes('动力系统') || tags.includes('碳纤维')) return '核心零部件';
|
||
if (tags.includes('行业应用') || tags.includes('综合服务') || tags.includes('服务') || tags.includes('培训')) return '运营与应用';
|
||
return '其他';
|
||
}
|
||
}" x-init="init()">
|
||
<template x-for="(stockList, category) in categories" :key="category">
|
||
<div class="mb-12">
|
||
<h3 class="text-xl font-bold mb-4 text-indigo-300" x-text="category"></h3>
|
||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="w-1/3">公司名称</th>
|
||
<th class="w-1/4">股票代码</th>
|
||
<th class="w-5/12">核心逻辑/业务</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<template x-for="stock in stockList" :key="stock.code || stock.name">
|
||
<tr>
|
||
<td x-text="stock.name"></td>
|
||
<td>
|
||
<template x-if="stock.code">
|
||
<a :href="'https://valuefrontier.cn/company?scode=' + stock.code" target="_blank" class="text-blue-400 hover:text-blue-300 transition" x-text="stock.code"></a>
|
||
</template>
|
||
<template x-if="!stock.code">
|
||
<span class="text-gray-500">--</span>
|
||
</template>
|
||
</td>
|
||
<td class="text-sm text-gray-400" x-text="stock.reason"></td>
|
||
</tr>
|
||
</template>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</template>
|
||
</div>
|
||
</section>
|
||
|
||
</main>
|
||
|
||
<script>
|
||
// ECharts Initialization
|
||
var chartDom = document.getElementById('market-size-chart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
||
backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'cross',
|
||
label: {
|
||
backgroundColor: '#6a7985'
|
||
}
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['市场规模 (亿元)'],
|
||
textStyle: {
|
||
color: '#a5b4fc'
|
||
}
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: [
|
||
{
|
||
type: 'category',
|
||
boundaryGap: false,
|
||
data: ['2023', '2024 (E)', '2025 (E)', '2026 (E)'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#818cf8'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#e0e0e0'
|
||
}
|
||
}
|
||
],
|
||
yAxis: [
|
||
{
|
||
type: 'value',
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: '#818cf8'
|
||
}
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(56, 72, 128, 0.2)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#e0e0e0'
|
||
}
|
||
}
|
||
],
|
||
series: [
|
||
{
|
||
name: '市场规模 (亿元)',
|
||
type: 'line',
|
||
stack: 'Total',
|
||
smooth: true,
|
||
lineStyle: {
|
||
width: 2,
|
||
color: '#3b82f6'
|
||
},
|
||
showSymbol: false,
|
||
areaStyle: {
|
||
opacity: 0.8,
|
||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||
{
|
||
offset: 0,
|
||
color: 'rgba(59, 130, 246, 0.5)'
|
||
},
|
||
{
|
||
offset: 1,
|
||
color: 'rgba(59, 130, 246, 0)'
|
||
}
|
||
])
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [5059, 7800, 9500, 12000] // Data based on news and reports
|
||
}
|
||
]
|
||
};
|
||
|
||
option && myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
// Stock Data (to be processed by Alpine.js)
|
||
const stockData = {
|
||
"低空经济(240418)": {
|
||
"045EB631-E4CD-4F89-9361-4D877AE8002D.jpg": [
|
||
{ "stock": "万丰奥威", "reason": "eVTOL", "其他标签": "整机", "stock_code": "002085" },
|
||
{ "stock": "海特高新", "reason": "eVTOL", "其他标签": "整机", "stock_code": "002023" },
|
||
{ "stock": "中直股份", "reason": "eVTOL", "其他标签": "整机", "stock_code": "600038" },
|
||
{ "stock": "商络电子", "reason": "eVTOL", "其他标签": "整机", "stock_code": "300975" },
|
||
{ "stock": "金盾股份", "reason": "eVTOL", "其他标签": "整机", "stock_code": "300411" },
|
||
{ "stock": "山河智能", "reason": "eVTOL", "其他标签": "整机", "stock_code": "002097" },
|
||
{ "stock": "建新股份", "reason": "eVTOL", "其他标签": "整机", "stock_code": "300107" },
|
||
{ "stock": "航天彩虹", "reason": "无人机", "其他标签": "整机", "stock_code": "002389" },
|
||
{ "stock": "纵横股份", "reason": "无人机", "其他标签": "整机", "stock_code": "688070" },
|
||
{ "stock": "中无人机", "reason": "无人机", "其他标签": "整机", "stock_code": "688297" },
|
||
{ "stock": "广联航空", "reason": "无人机", "其他标签": "整机", "stock_code": "300900" },
|
||
{ "stock": "应流股份", "reason": "零部件", "stock_code": "603308" },
|
||
{ "stock": "光洋股份", "reason": "零部件", "stock_code": "002708" },
|
||
{ "stock": "宗申动力", "reason": "零部件", "stock_code": "001696" },
|
||
{ "stock": "孚能科技", "reason": "零部件", "stock_code": "688567" },
|
||
{ "stock": "万安科技", "reason": "零部件", "stock_code": "002590" },
|
||
{ "stock": "宗申动力", "reason": "动力系统", "stock_code": "001696" },
|
||
{ "stock": "蓝海华腾", "reason": "动力系统", "stock_code": "300484" },
|
||
{ "stock": "卧龙电驱", "reason": "动力系统", "stock_code": "600580" },
|
||
{ "stock": "中航高科", "reason": "碳纤维", "stock_code": "600862" },
|
||
{ "stock": "安达维尔", "reason": "碳纤维", "stock_code": "300719" },
|
||
{ "stock": "莱斯信息", "reason": "空管", "其他标签": "综合服务", "stock_code": "688631" },
|
||
{ "stock": "深城交", "reason": "空管", "其他标签": "综合服务", "stock_code": "301091" },
|
||
{ "stock": "国睿科技", "reason": "空管", "其他标签": "综合服务", "stock_code": "600562" },
|
||
{ "stock": "纳睿雷达", "reason": "空管", "其他标签": "综合服务", "stock_code": "688522" },
|
||
{ "stock": "四川九洲", "reason": "系统服务", "其他标签": "综合服务", "stock_code": "000801" },
|
||
{ "stock": "四创电子", "reason": "运维", "其他标签": "综合服务", "stock_code": "600990" },
|
||
{ "stock": "新晨科技", "reason": "运维", "其他标签": "综合服务", "stock_code": "300542" },
|
||
{ "stock": "华设集团", "reason": "服务", "其他标签": "综合服务", "stock_code": "603018" },
|
||
{ "stock": "蕾奥规划", "reason": "解决方案", "其他标签": "综合服务", "stock_code": "300989" },
|
||
{ "stock": "苏交科", "reason": "通感一体化/智慧灯杆", "其他标签": "综合服务", "stock_code": "300284" },
|
||
{ "stock": "顺丰控股", "reason": "物流", "其他标签": "行业应用", "stock_code": "002352" },
|
||
{ "stock": "中信海直", "reason": "旅游", "其他标签": "行业应用", "stock_code": "000099" },
|
||
{ "stock": "威海广泰", "reason": "应急", "其他标签": "行业应用", "stock_code": "002111" }
|
||
],
|
||
"965BFA7B-CFDB-40F1-9778-60C9CACE60CF.png": [
|
||
{ "stock": "苏交科", "stock_code": "300284", "reason": "低空飞行基础设施及监管体系建设", "其他标签": "低空基建" },
|
||
{ "stock": "蕾奥规划", "stock_code": "300989", "reason": "低空经济产业园规划研究", "其他标签": "低空基建" },
|
||
{ "stock": "深城交", "stock_code": "301091", "reason": "低空智能融合基础设施建设项目", "其他标签": "低空基建" },
|
||
{ "stock": "设计总院", "stock_code": "603357", "reason": "航空规划、工程设计、适航性检测与养护", "其他标签": "低空基建" },
|
||
{ "stock": "华设集团", "stock_code": "603018", "reason": "低空经济基础设施的规划与设计", "其他标签": "低空基建" },
|
||
{ "stock": "中化岩土", "stock_code": "002542", "reason": "通用航空基础设施建设和服务保障提供技术支撑", "其他标签": "低空基建" }
|
||
],
|
||
"D67E6ADB-CCA0-4FCE-B626-005E0FF9B8C5.png": [
|
||
{ "stock": "恒拓开源", "stock_code": "834415", "reason": "低空基础设施建设、低空飞行保障产业" },
|
||
{ "stock": "金盾股份", "stock_code": "300411", "reason": "完成飞行汽车叶轮的样机" },
|
||
{ "stock": "建新股份", "stock_code": "300107", "reason": "参股了18.5%河北建新飞行汽车" },
|
||
{ "stock": "王子新材", "stock_code": "002735", "reason": "与小鹏汇天合作" },
|
||
{ "stock": "中信海直", "stock_code": "000099", "reason": "低空游览业务" },
|
||
{ "stock": "万安科技", "stock_code": "002590", "reason": "飞行汽车前副车架总成产品" },
|
||
{ "stock": "商络电子", "stock_code": "300975", "reason": "投资亿维特（南京）航空科技" },
|
||
{ "stock": "长源东谷", "stock_code": "603950", "reason": "飞行电驱壳体的定子主壳体、外转子壳体" },
|
||
{ "stock": "宗申动力", "stock_code": "001696", "reason": "子公司致力于航空发动机设计研发、生产制造" },
|
||
{ "stock": "海特高新", "stock_code": "002023", "reason": "子公司研制并交付了国内首台eVTOL模拟机" },
|
||
{ "stock": "莱斯信息", "stock_code": "688631", "reason": "低空通航服务系统" },
|
||
{ "stock": "安达维尔", "stock_code": "300719", "reason": "整机内饰与装甲防护的方案设计" }
|
||
]
|
||
},
|
||
"低空经济(250224)": {
|
||
"BA6C51FD-97D5-4271-9124-4EA64A6B5E4C.png": [
|
||
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