533 lines
35 KiB
HTML
533 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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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研报告：北斗导航</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Manrope', 'Helvetica Neue', Arial, sans-serif;
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background-color: #020418;
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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radial-gradient(at 97% 21%, hsla(125, 98%, 72%, 0.1) 0px, transparent 50%),
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color: #e0e0e0;
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overflow-x: hidden;
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}
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.glass-card {
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background: rgba(10, 15, 40, 0.5);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 2rem;
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transition: all 0.3s ease;
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overflow: hidden; /* Ensure content respects the rounded corners */
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}
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.glass-card:hover {
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transform: translateY(-5px) scale(1.01);
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box-shadow: 0 0 30px rgba(0, 150, 255, 0.2);
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border-color: rgba(0, 150, 255, 0.3);
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}
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.fui-title {
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font-weight: 700;
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letter-spacing: 0.05em;
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background: -webkit-linear-gradient(45deg, #00c6ff, #0072ff);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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text-shadow: 0 0 10px rgba(0, 198, 255, 0.2);
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}
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.section-title {
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font-size: 2.5rem;
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font-weight: 700;
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margin-bottom: 2rem;
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text-align: center;
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letter-spacing: 0.1em;
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background: -webkit-linear-gradient(45deg, #a8c0ff, #3f2b96);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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text-shadow: 0 0 20px rgba(100, 100, 255, 0.3);
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}
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.table thead th, .table tbody td {
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border-color: rgba(255, 255, 255, 0.15);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8">
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<div class="container mx-auto max-w-7xl">
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<!-- Header -->
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<header class="text-center my-12">
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<h1 class="text-5xl md:text-7xl font-bold fui-title tracking-widest">
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北斗导航
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</h1>
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<p class="mt-4 text-lg text-gray-400">BEIDOU NAVIGATION CONCEPT</p>
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<p class="mt-8 text-sm text-gray-500 max-w-4xl mx-auto">
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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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<!-- Bento Grid Layout -->
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<main class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-8">
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<!-- Core Insight -->
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<div class="glass-card md:col-span-2 lg:col-span-2 p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">核心观点与市场认知</h2>
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<div class="text-gray-300 space-y-4">
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<p><strong class="text-white">综合判断：</strong> 北斗导航概念已走过纯粹的基建投入阶段，正式进入由<strong class="text-cyan-400">国家战略安全</strong>和<strong class="text-cyan-400">商业化应用</strong>双轮驱动的<strong class="text-green-400">基本面兑现期</strong>。其核心驱动力在于“自主可控”的底层需求，以及技术成熟后在高精度定位、通导一体等特色功能上催生出的新兴市场（如智能驾驶、低空经济）；未来潜力巨大，但产业链不同环节的价值和风险存在显著分化。</p>
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<p><strong class="text-white">核心驱动力分析：</strong></p>
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<ul class="list-disc list-inside space-y-2 pl-4">
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<li><strong class="text-sky-300">国家战略与安全自主 (根本逻辑):</strong> 受海湾战争等历史事件驱动，保障国家安全是北斗建设的出发点。工信部明确表态，在通信基站、电网等关键领域可能推行强制替换，构筑了刚性需求。</li>
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<li><strong class="text-sky-300">技术成熟与“领跑”优势 (商业化基础):</strong> 北斗三号在地基增强后可达<strong class="text-yellow-300">厘米级</strong>定位和<strong class="text-yellow-300">纳秒级</strong>授时，亚太地区性能超越GPS。具备独特的全球短报文通信功能，在应急、低空等场景不可替代。</li>
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<li><strong class="text-sky-300">下游应用场景爆发 (增长引擎):</strong>
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<ul class="list-disc list-inside space-y-1 pl-6 mt-1">
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<li><strong class="text-purple-300">军工:</strong> 2024年为北斗三号换代元年，进入批量交付，是最确定的增量市场。</li>
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<li><strong class="text-purple-300">智能驾驶:</strong> L3+自动驾驶需求从“可选”变“标配”，单车价值量提升至<strong class="text-yellow-300">数百至千元</strong>。</li>
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<li><strong class="text-purple-300">低空经济/无人机:</strong> 新兴业态的监管与导航，对北斗定位与短报文功能形成强依赖。</li>
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</ul>
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</li>
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</ul>
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<p><strong class="text-white">预期差分析：</strong></p>
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<ul class="list-disc list-inside space-y-2 pl-4">
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<li><strong class="text-green-400">积极预期差:</strong> 市场可能低估了<strong class="text-yellow-300">军工换代需求的确定性和紧迫性</strong>。路演信息揭示2024年是交付大年，此业务不受经济周期影响，利润率高。</li>
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<li><strong class="text-red-400">消极预期差 (潜在风险):</strong> 市场对“自主可控”认知过于笼统。路演数据显示，大众消费领域（手机）仍主要依赖<strong class="text-yellow-300">高通、博通等海外芯片</strong>，这是产业链的一大软肋。</li>
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</ul>
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</div>
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</div>
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<!-- Industry Scale Chart -->
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<div class="glass-card p-6 md:p-8 flex flex-col">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">产业规模与渗透</h2>
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<div class="text-gray-300 space-y-3 mb-4 flex-grow">
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<p>我国卫星导航与位置服务产业总体产值持续增长，北斗应用渗透率已过半。</p>
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<div class="stats stats-vertical bg-transparent text-primary-content w-full">
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<div class="stat p-2">
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<div class="stat-title text-gray-400">2023年产业产值</div>
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<div class="stat-value text-3xl text-green-400">5362 亿元</div>
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<div class="stat-desc text-gray-400">同比增长 7.09%</div>
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</div>
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<div class="stat p-2">
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<div class="stat-title text-gray-400">2024年预测产值</div>
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<div class="stat-value text-3xl text-green-300">5758 亿元</div>
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<div class="stat-desc text-gray-400">同比增长 7.39%</div>
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</div>
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<div class="stat p-2">
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<div class="stat-title text-gray-400">应用渗透率 (2024 H1)</div>
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<div class="stat-value text-3xl text-cyan-300">> 50%</div>
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</div>
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</div>
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</div>
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<div id="industry-chart" class="w-full h-48"></div>
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</div>
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<!-- Development Path -->
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">发展脉络与催化剂</h2>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start timeline-box">2000年</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">北斗一号建成，解决“从无到有”</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2012年</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">北斗二号建成，覆盖亚太</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2020年</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><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 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">北斗三号全球组网，三步走完成</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start timeline-box">2024年</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-yellow-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">中国时空信息集团成立，军工换代元年</div>
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<hr class="bg-yellow-400"/>
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</li>
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<li>
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<hr class="bg-yellow-400"/>
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<div class="timeline-start timeline-box">2035年 (规划)</div>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-yellow-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end timeline-box">建成国家综合PNT体系</div>
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</li>
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</ul>
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</div>
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<!-- Future PNT System -->
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<div class="glass-card md:col-span-2 p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">未来规划：综合PNT体系</h2>
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<p class="mb-4 text-gray-300">按照规划，我国将在2035年前建成以北斗为核心的，覆盖室内到室外、深海到深空的，技术更先进、功能更强大的国家综合定位导航授时（PNT）体系。</p>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="border border-sky-700/50 p-4 rounded-xl">
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<h3 class="font-semibold text-sky-300">代际特征</h3>
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<p class="text-sm text-gray-400">精准可信、随遇接入、智能化、网络化、柔性化。</p>
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</div>
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<div class="border border-sky-700/50 p-4 rounded-xl">
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<h3 class="font-semibold text-sky-300">核心目标</h3>
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<p class="text-sm text-gray-400">为全球提供米级至分米级实时高精度、高完好导航定位授时服务。</p>
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</div>
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</div>
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<h3 class="font-semibold text-lg mt-6 mb-2 text-sky-200">关键时间节点</h3>
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<ul class="space-y-2 text-gray-300">
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<li class="flex items-center gap-2"><div class="badge badge-info">2027年</div>发射3颗先导试验卫星，开展下一代新技术体制试验。</li>
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<li class="flex items-center gap-2"><div class="badge badge-info">2029年</div>开始发射下一代北斗系统组网卫星。</li>
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<li class="flex items-center gap-2"><div class="badge badge-info">2035年</div>完成下一代北斗系统建设，建成综合PNT体系。</li>
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</ul>
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</div>
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<!-- Application Scenarios -->
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<div class="glass-card p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">核心应用场景</h2>
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<div class="space-y-4">
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<div class="p-4 border border-purple-500/30 rounded-lg">
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<h3 class="font-bold text-lg text-purple-300">国防军工</h3>
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<p class="text-sm text-gray-400">北斗三号换代需求明确，进入批量交付。短报文、抗干扰芯片是核心。</p>
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</div>
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<div class="p-4 border border-green-500/30 rounded-lg">
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<h3 class="font-bold text-lg text-green-300">智能驾驶</h3>
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<p class="text-sm text-gray-400">L3+车型标配，厘米级组合导航模块需求爆发，小米SU7等已采用。</p>
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</div>
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<div class="p-4 border border-yellow-500/30 rounded-lg">
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<h3 class="font-bold text-lg text-yellow-300">低空经济</h3>
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<p class="text-sm text-gray-400">无人机监管、物流配送、飞行汽车依赖北斗定位与5G融合，有望催生千亿级需求。</p>
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</div>
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<div class="p-4 border border-blue-500/30 rounded-lg">
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<h3 class="font-bold text-lg text-blue-300">大众消费</h3>
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<p class="text-sm text-gray-400">手机渗透率超98%，高德导航日定位量近1万亿次，构建亿级市场。</p>
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</div>
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</div>
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</div>
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<!-- Risks & Challenges -->
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<div class="glass-card md:col-span-2 lg:col-span-3 p-6 md:p-8">
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<h2 class="text-2xl font-bold mb-4 text-orange-300">潜在风险与挑战</h2>
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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>
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<h3 class="font-semibold text-lg text-red-400">技术风险</h3>
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<ul class="list-disc list-inside text-gray-400 text-sm space-y-1 mt-2">
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<li>星间激光通信长期可靠性待验。</li>
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<li>水下/室内导航等技术仍在攻关。</li>
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<li>高精度应用对地面网络依赖度高。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-yellow-400">商业化风险</h3>
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<ul class="list-disc list-inside text-gray-400 text-sm space-y-1 mt-2">
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<li>上游芯片领域已呈“红海”，价格战激烈。</li>
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<li>低空经济、自动驾驶等应用落地速度不及预期。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-amber-400">政策与竞争风险</h3>
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<ul class="list-disc list-inside text-gray-400 text-sm space-y-1 mt-2">
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<li>航空、海事等国际标准认证壁垒高、耗时长。</li>
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<li>地缘政治博弈可能影响高端元器件供应与海外出口。</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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</main>
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<!-- Company Analysis -->
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<section class="my-16" x-data="{ tab: 'haige' }">
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<h2 class="section-title">核心公司深度剖析</h2>
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<div class="tabs tabs-boxed justify-center bg-base-300/50 mb-8">
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'haige' }" @click.prevent="tab = 'haige'">海格通信</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'huace' }" @click.prevent="tab = 'huace'">华测导航</a>
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<a class="tab tab-lg" :class="{ 'tab-active': tab === 'beidouxingtong' }" @click.prevent="tab = 'beidouxingtong'">北斗星通</a>
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</div>
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<div class="glass-card p-8 min-h-[300px]">
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<div x-show="tab === 'haige'" x-transition>
|
||
<h3 class="text-2xl font-bold text-purple-300 mb-4">海格通信 (002465.SZ) - 军工龙头+全产业链</h3>
|
||
<div class="space-y-3 text-gray-300">
|
||
<p><strong class="text-white">优势：</strong>逻辑最纯粹，深度绑定北斗三号军工换代。拥有从芯片到终端的全产业链能力，在特种机构市场芯片型号最多、品类最全。已获得中移资本、中国兵器等产业资本加持，卡位“北斗+5G”融合。</p>
|
||
<p><strong class="text-white">业务进展：</strong>2023年北斗导航业务营收<strong class="text-green-400">9.37亿元</strong>，同比暴增<strong class="text-green-400">113.27%</strong>，强力验证军工换代逻辑。</p>
|
||
<p><strong class="text-red-400">潜在风险：</strong>研报显示其北斗业务毛利率同比下降<strong class="text-red-400">11.59个百分点</strong>，表明可能面临定价压力或产品结构变化影响，高增长下的盈利质量需持续跟踪。</p>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'huace'" x-transition>
|
||
<h3 class="text-2xl font-bold text-green-300 mb-4">华测导航 (300627.SZ) - 高精度民用龙头</h3>
|
||
<div class="space-y-3 text-gray-300">
|
||
<p><strong class="text-white">优势：</strong>高精度定位技术壁垒高，率先实现高精度板卡和芯片自主研发。车规级业务已获比亚迪、小米等<strong class="text-yellow-300">7-8家车企定点</strong>，是民用市场爆发的核心受益者。海外业务增速超<strong class="text-yellow-300">40%</strong>，具备全球竞争力。</p>
|
||
<p><strong class="text-white">业务进展：</strong>2024年开始为多家车企量产交付车载高精度定位模块，是业绩增长的新引擎。</p>
|
||
<p><strong class="text-red-400">潜在风险：</strong>业务与宏观经济、固定资产投资、智能驾驶渗透率关联度高，受下游行业景气度影响较大。</p>
|
||
</div>
|
||
</div>
|
||
<div x-show="tab === 'beidouxingtong'" x-transition>
|
||
<h3 class="text-2xl font-bold text-sky-300 mb-4">北斗星通 (002151.SZ) - 老牌芯片企业</h3>
|
||
<div class="space-y-3 text-gray-300">
|
||
<p><strong class="text-white">优势：</strong>在北斗芯片领域布局早，业务覆盖芯片、终端，是行业内重要企业。</p>
|
||
<p><strong class="text-white">业务进展：</strong>同样参与北斗三号军用芯片竞争，但路演信息暗示海格通信在军用市场技术领先优势更显著。</p>
|
||
<p><strong class="text-red-400">潜在风险：</strong>上游芯片领域已成“红海”，面临价格战压力，需关注其在竞争中的毛利率和市场份额变化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="my-16">
|
||
<h2 class="section-title">涨幅异动分析</h2>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
司南导航 (688592) - 2025-08-29 上涨6.95%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>主要受全国卫星导航定位基准站网络扩展及北斗产业化政策利好驱动，叠加卫星导航板块整体走强的联动效应。融资余额创历史新高显示资金面积极支持，而公司业绩环比改善趋势也提振了市场信心。然而，公司仍处于亏损状态，长期表现需关注后续业绩改善情况及政策落实进度。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
北方导航 (600435) - 2025-08-29 上涨5.79%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>上涨是多重因素共同作用的结果：军工板块整体走强、北斗导航产业政策利好、大额资金（融资净买入6903万元，主力资金净流入2.88亿元）积极支持、公司业务前景看好（无人巡飞领域领先）、市场情绪乐观以及整体市场环境良好。其中，军工板块的集体上涨和北斗导航政策利好是最主要的推动因素。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
航天科技 (000901) - 2025-08-08 上涨9.99%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>核心驱动为控股股东航天科工三院拟注入导弹制导与卫星导航核心资产，叠加工信部同日发布《北斗规模应用三年行动计划》明确支持军工资产证券化，引发机构抢筹涨停。公司主营卫星导航终端及系统，具备北斗军品级资质，直接受益于政策和资产注入双重利好。</p>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus glass-card">
|
||
<input type="radio" name="rise-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">
|
||
天奥电子 (002935) - 2025-10-20 涨停10.0%
|
||
</div>
|
||
<div class="collapse-content">
|
||
<p>主因周末“北斗+低轨融合”政策首次量化指标（行业授时模组国产化率≥95%）及美国实体清单传闻双重催化。资金抢筹北斗授时核心稀缺标的，博弈军方及行业客户强制切换国产时频器件。公司军品配套占比45%，且已向低轨星座批量交付地面时频同步设备，直接对标政策和国产替代预期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Tables -->
|
||
<section class="my-16">
|
||
<h2 class="section-title">概念相关标的</h2>
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h3 class="text-xl font-bold mb-6 text-cyan-300">北斗导航产业链相关公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>自由流通(亿)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>索菱股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002766" target="_blank" class="link link-hover text-cyan-400">002766</a></td>
|
||
<td>公司Tbox业务持续增长，内嵌ECALL功能平台。</td>
|
||
<td>24</td>
|
||
</tr>
|
||
<tr>
|
||
<td>路畅科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002813" target="_blank" class="link link-hover text-cyan-400">002813</a></td>
|
||
<td>T-BOX产品已给宇通、广汽等车厂配套，潜在客户群体增长。</td>
|
||
<td>11</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴民智通</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002355" target="_blank" class="link link-hover text-cyan-400">002355</a></td>
|
||
<td>与北汽、极狐汽车等合作，开拓国产车紧急救援服务市场。</td>
|
||
<td>40</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华铭智能</td>
|
||
<td>-</td>
|
||
<td>公司T-box业务国内领先。</td>
|
||
<td>15</td>
|
||
</tr>
|
||
<tr>
|
||
<td>慧翰股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301600" target="_blank" class="link link-hover text-cyan-400">301600</a></td>
|
||
<td>主要产品包括车联网智能终端(TBOX&eCal)、物联网智能模组。</td>
|
||
<td>20</td>
|
||
</tr>
|
||
<tr>
|
||
<td>豪鹏科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001283" target="_blank" class="link link-hover text-cyan-400">001283</a></td>
|
||
<td>技术含量较高的Tbox和eCal领域产品开始形成批量订单。</td>
|
||
<td>28</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 md:p-8 mt-8">
|
||
<h3 class="text-xl font-bold mb-6 text-cyan-300">近期异动及高关注度公司</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>天奥电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002935" target="_blank" class="link link-hover text-cyan-400">002935</a></td>
|
||
<td>2025-10-20</td>
|
||
<td class="text-green-400 font-bold">10.0%</td>
|
||
<td>北斗授时国产化率政策+实体清单传闻，资金抢筹核心稀缺标的。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>航天科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000901" target="_blank" class="link link-hover text-cyan-400">000901</a></td>
|
||
<td>2025-08-08</td>
|
||
<td class="text-green-400 font-bold">9.99%</td>
|
||
<td>控股股东注入核心资产+北斗规模应用计划支持军工资产证券化。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>理工导航</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688282" target="_blank" class="link link-hover text-cyan-400">688282</a></td>
|
||
<td>2025-09-29</td>
|
||
<td class="text-green-400 font-bold">7.51%</td>
|
||
<td>量子测量技术突破+工信部政策明确推动北斗+军工板块整体走强。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>司南导航</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688592" target="_blank" class="link link-hover text-cyan-400">688592</a></td>
|
||
<td>2025-08-29</td>
|
||
<td class="text-green-400 font-bold">6.95%</td>
|
||
<td>全国基准站网络扩展政策利好+融资余额创新高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>普天科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002544" target="_blank" class="link link-hover text-cyan-400">002544</a></td>
|
||
<td>2025-08-22</td>
|
||
<td class="text-green-400 font-bold">6.80%</td>
|
||
<td>地方政策支持+公司确认北斗终端在河北实现规模应用。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>北方导航</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600435" target="_blank" class="link link-hover text-cyan-400">600435</a></td>
|
||
<td>2025-08-29</td>
|
||
<td class="text-green-400 font-bold">5.79%</td>
|
||
<td>军工板块整体上涨带动+北斗产业政策利好。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>合众思壮</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002383" target="_blank" class="link link-hover text-cyan-400">002383</a></td>
|
||
<td>2025-06-17</td>
|
||
<td class="text-green-400 font-bold">5.08%</td>
|
||
<td>北斗高精度应用龙头+科技板块情绪向好+技术性反弹。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
</div>
|
||
|
||
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