589 lines
34 KiB
HTML
589 lines
34 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>地面兵装概念分析报告</title>
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#particles-js {
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</style>
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</head>
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<body class="gradient-bg min-h-screen p-4 md:p-8">
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<div id="particles-js"></div>
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<div class="max-w-7xl mx-auto">
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<!-- 页面标题 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 military-gradient bg-clip-text text-transparent">地面兵装概念分析报告</h1>
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<p class="text-lg text-gray-400">政策+地缘+技术三重共振的稀缺高景气赛道</p>
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</div>
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<!-- 概念事件 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-green-400">时间轴梳理</h3>
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<div class="space-y-4">
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-blue-300">2024年9月</p>
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<p>兵器装备集团启动重组，防务资产与兵器工业集团整合，汽车业务并入东风集团（东吴军工）。</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-blue-300">2024年10月</p>
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<p>珠海航展展示远火（远程火箭炮）实战化应用，PHL-191等型号成为焦点（东财军工）。</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-blue-300">2025年2月</p>
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<p>兵器工业集团与兵器装备集团完成分立重组，聚焦主责主业（财通机械）。</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-blue-300">2025年6月</p>
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<p>地面兵装板块集体爆发，<span class="text-yellow-300 font-bold">北方长龙20cm涨停</span>，长城军工、中兵红箭等跟涨（36氪新闻）。</p>
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</div>
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<div class="timeline-dot pl-6">
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<p class="font-semibold text-blue-300">2025年Q1</p>
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<p>地面兵装板块营收增速<span class="text-yellow-300 font-bold">9.77%</span>，兵器集团关联交易增速<span class="text-yellow-300 font-bold">124.55%</span>（天风军工）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-400">催化事件</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="highlight p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">十四五收官+十五五启动</h4>
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<p>延迟订单释放（2025年为十四五最后一年），叠加新装备备货周期。</p>
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</div>
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<div class="highlight p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">地缘冲突</h4>
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<p>俄乌战争暴露弹药消耗缺口，远火军贸需求激增（美国2024年采购5064枚GMLRS，单价18.7万美元）。</p>
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</div>
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<div class="highlight p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">低成本智能化</h4>
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<p>2021年陆军发布《三高一低》倡议书，推动低成本装备放量（国联民生军工）。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="p-4 bg-blue-900 bg-opacity-20 rounded-lg border-l-4 border-blue-500">
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<p><span class="font-semibold text-blue-300">当前阶段：</span>地面兵装处于"十四五订单兑现+十五五需求前置"的景气拐点，<span class="text-yellow-300 font-bold">2025Q1营收增速9.77%</span>已验证基本面反转。</p>
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</div>
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<div class="p-4 bg-green-900 bg-opacity-20 rounded-lg border-l-4 border-green-500">
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<p><span class="font-semibold text-green-300">核心驱动力：</span><span class="text-yellow-300 font-bold">低成本弹药放量</span>（政策驱动）+<span class="text-yellow-300 font-bold">远火军贸爆发</span>（地缘催化）+<span class="text-yellow-300 font-bold">智能化升级</span>（技术迭代）。</p>
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</div>
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<div class="p-4 bg-purple-900 bg-opacity-20 rounded-lg border-l-4 border-purple-500">
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<p><span class="font-semibold text-purple-300">未来潜力：</span>2025-2027年建军百年目标驱动下，远火/智能弹药需求或超预期，<span class="text-yellow-300 font-bold">军贸利润率高于内销50%+</span>。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-green-400">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">政策端</h4>
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<p>十四五末期延迟订单集中释放（兵器集团关联交易增速<span class="text-yellow-300 font-bold">124.55%</span>），十五五初期新装备备货周期启动。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">需求端</h4>
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<p>俄乌战争暴露弹药消耗缺口（乌军月消耗6000发远火），全球军费向低成本弹药倾斜（美国2024年弹药预算306亿美元）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">技术端</h4>
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<p>远火制导精度达<span class="text-yellow-300 font-bold">米级</span>（PHL-191），成本仅为导弹1/20，智能化弹药（末敏弹、巡飞弹）渗透率提升。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-green-400">市场热度与情绪</h3>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">研报密集度</h4>
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<p>2025年3-6月，天风/国联/东吴等<span class="text-yellow-300 font-bold">10+篇研报强call</span>，情绪从"预期差"转向"订单验证"。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">资金行为</h4>
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<p>6月19日板块涨停潮显示<span class="text-yellow-300 font-bold">短线资金抢筹</span>，但机构持仓仍低（申万地面兵装指数年初涨幅<span class="text-yellow-300 font-bold">10%</span>，军工内部第一）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-400">预期差分析</h3>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<div class="mb-3">
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<h4 class="font-bold text-blue-300 mb-1">市场共识</h4>
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<p>远火是"十四五"增速最快赛道（30%+复合增速）。</p>
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</div>
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<div>
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<h4 class="font-bold text-blue-300 mb-1">预期差</h4>
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<ul class="list-disc pl-6 space-y-2">
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<li><span class="text-yellow-300 font-bold">军贸弹性</span>：市场低估军贸利润率（<span class="text-yellow-300 font-bold">40%+毛利率</span> vs 内销20%），阿联酋17亿元AR-3订单仅为开端。</li>
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<li><span class="text-yellow-300 font-bold">智能化弹药</span>：中兵红箭2026年新型号<span class="text-yellow-300 font-bold">单公里成本5000元</span>（传统导弹1万元），性价比颠覆认知。</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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<!-- 关键催化剂与未来发展路径 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-green-400">近期催化剂（3-6个月）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">订单落地</h4>
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<p>2025Q2兵器集团远火/智能弹药大额订单公告（<span class="text-yellow-300 font-bold">北方导航</span>已扭亏为盈）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">军贸签约</h4>
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<p>中东/东南亚远火框架合同（<span class="text-yellow-300 font-bold">长城军工</span>、<span class="text-yellow-300 font-bold">中兵红箭</span>）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-2">产能释放</h4>
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<p>内蒙一机<span class="text-yellow-300 font-bold">99A坦克外贸订单</span>（潜在600亿元市场）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-green-400">长期路径（2025-2027）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full h-8 w-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="font-bold text-white">2025</span>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg flex-grow">
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<p>十四五延迟订单消化，板块营收增速<span class="text-yellow-300 font-bold">20%+</span>。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full h-8 w-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="font-bold text-white">2026</span>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg flex-grow">
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<p>新型号远火批产（中兵红箭利润<span class="text-yellow-300 font-bold">6.5亿元</span> vs 2024年亏损1-2亿）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full h-8 w-8 flex items-center justify-center mr-4 mt-1 flex-shrink-0">
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<span class="font-bold text-white">2027</span>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg flex-grow">
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<p>建军百年目标达成，军贸占比提升至<span class="text-yellow-300 font-bold">30%+</span>。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
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<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-4 text-green-400">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-3 text-center">上游</h4>
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<ul class="space-y-2">
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<li>长盈通（光纤环，制导系统核心）</li>
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<li>菲利华（石英材料）</li>
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</ul>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-3 text-center">中游</h4>
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<ul class="space-y-2">
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<li>北方导航（制导控制舱垄断）</li>
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<li>国科军工（固体发动机）</li>
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</ul>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-300 mb-3 text-center">下游</h4>
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<ul class="space-y-2">
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<li>中兵红箭（远火总装）</li>
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<li>长城军工（弹药）</li>
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<li>内蒙一机（装甲平台）</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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<h3 class="text-xl font-semibold mb-4 text-green-400">核心玩家对比</h3>
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<div class="overflow-x-auto">
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<table class="w-full text-sm text-left text-gray-400">
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<thead class="text-xs uppercase bg-gray-700 text-gray-400">
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<tr>
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<th class="px-4 py-3">公司</th>
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<th class="px-4 py-3">业务纯度</th>
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<th class="px-4 py-3">竞争优势</th>
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<th class="px-4 py-3">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
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<td class="px-4 py-3 font-medium text-blue-300">中兵红箭</td>
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<td class="px-4 py-3">100%军品</td>
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<td class="px-4 py-3">远火+智能弹药双龙头，2026年利润弹性<span class="text-yellow-300 font-bold">240%</span></td>
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<td class="px-4 py-3">2024年安全事故拖累产能</td>
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</tr>
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<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">北方导航</td>
|
||
<td class="px-4 py-3">90%军品</td>
|
||
<td class="px-4 py-3">制导控制舱市占率<span class="text-yellow-300 font-bold">60%</span>，兵器集团背书</td>
|
||
<td class="px-4 py-3">2024H1营收下滑82%（延迟）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">长城军工</td>
|
||
<td class="px-4 py-3">80%军品</td>
|
||
<td class="px-4 py-3">弹药谱系最全，军贸订单<span class="text-yellow-300 font-bold">5亿元</span>已落地</td>
|
||
<td class="px-4 py-3">民品预应力锚具拖累毛利率</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">内蒙一机</td>
|
||
<td class="px-4 py-3">70%军品</td>
|
||
<td class="px-4 py-3">99A坦克唯一总装，外贸订单<span class="text-yellow-300 font-bold">600亿元</span>潜在</td>
|
||
<td class="px-4 py-3">关联交易占比过高（50%+）</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-300 mb-2">技术风险</h4>
|
||
<p>远火制导系统依赖进口光纤陀螺仪（长盈通国产化率<span class="text-yellow-300 font-bold"><50%</span>）。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-300 mb-2">商业化风险</h4>
|
||
<p>低成本弹药可能压缩总装利润率（<span class="text-yellow-300 font-bold">5%成本加成</span> vs 沈飞7%净利率）。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-300 mb-2">政策风险</h4>
|
||
<p>军贸出口受地缘政治限制（如中东客户付款延迟）。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-20 p-4 rounded-lg border-l-4 border-red-500">
|
||
<h4 class="font-bold text-red-300 mb-2">信息矛盾</h4>
|
||
<p>天风军工预测2025年兵器集团营收增速<span class="text-yellow-300 font-bold">47.85%</span>，但2024年实际仅<span class="text-yellow-300 font-bold">9.77%</span>，需验证订单转化节奏。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-bg rounded-xl p-6 mb-8 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">阶段判断</h3>
|
||
<div class="bg-blue-900 bg-opacity-20 p-4 rounded-lg">
|
||
<p>地面兵装已从<span class="text-yellow-300 font-bold">主题炒作</span>（2023年培育钻石逻辑）进入<span class="text-yellow-300 font-bold">订单驱动</span>阶段（2025Q1营收拐点）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-green-500">
|
||
<h4 class="font-bold text-green-300 mb-2">首选</h4>
|
||
<p><span class="text-yellow-300 font-bold">中兵红箭</span>（2026年利润弹性最大，军贸占比提升）。</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-blue-500">
|
||
<h4 class="font-bold text-blue-300 mb-2">次选</h4>
|
||
<p><span class="text-yellow-300 font-bold">北方导航</span>（制导系统垄断，估值修复空间大）。</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg border-l-4 border-purple-500">
|
||
<h4 class="font-bold text-purple-300 mb-2">弹性</h4>
|
||
<p><span class="text-yellow-300 font-bold">长城军工</span>（弹药细分龙头，军贸订单催化）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-green-400">跟踪指标</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-blue-300 mb-2">订单验证</h4>
|
||
<p>2025Q2兵器集团远火/弹药订单公告金额。</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-blue-300 mb-2">产能恢复</h4>
|
||
<p>中兵红箭新产线投产进度（2025年产能恢复至<span class="text-yellow-300 font-bold">80%+</span>）。</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<h4 class="font-bold text-blue-300 mb-2">军贸数据</h4>
|
||
<p>2025年远火出口金额（目标<span class="text-yellow-300 font-bold">50亿元</span> vs 2023年<span class="text-yellow-300 font-bold">20亿元</span>）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-gradient-to-r from-blue-900 to-purple-900 rounded-lg text-center">
|
||
<p class="text-xl font-bold text-white">地面兵装是军工板块中<span class="text-yellow-300">政策+地缘+技术</span>三重共振的稀缺高景气赛道，<span class="text-yellow-300">2025-2027年订单与利润双击</span>可期。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-bg rounded-xl p-6 shadow-xl">
|
||
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
|
||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full text-sm text-left text-gray-400">
|
||
<thead class="text-xs uppercase bg-gray-700 text-gray-400">
|
||
<tr>
|
||
<th class="px-4 py-3">股票名称</th>
|
||
<th class="px-4 py-3">分类</th>
|
||
<th class="px-4 py-3">行业/项目</th>
|
||
<th class="px-4 py-3">产业链</th>
|
||
<th class="px-4 py-3">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">中兵红箭</td>
|
||
<td class="px-4 py-3"><span class="bg-blue-900 text-blue-300 text-xs px-2 py-1 rounded">智能弹药</span></td>
|
||
<td class="px-4 py-3">特种装备</td>
|
||
<td class="px-4 py-3">智能弹药</td>
|
||
<td class="px-4 py-3">公司在特种装备领域，未来产品结构中智能弹药的比重会有所增加（公司公告）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">长城军工</td>
|
||
<td class="px-4 py-3"><span class="bg-blue-900 text-blue-300 text-xs px-2 py-1 rounded">智能弹药</span></td>
|
||
<td class="px-4 py-3">信息化弹药研制</td>
|
||
<td class="px-4 py-3">精确制导弹药、信息化智能化装备</td>
|
||
<td class="px-4 py-3">在信息化弹药研制上的优势，加速精确制导弹药、信息化智能化等装备的研发（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">光电股份</td>
|
||
<td class="px-4 py-3"><span class="bg-blue-900 text-blue-300 text-xs px-2 py-1 rounded">智能弹药</span></td>
|
||
<td class="px-4 py-3">精确制导领域</td>
|
||
<td class="px-4 py-3">核心技术、技术壁垒</td>
|
||
<td class="px-4 py-3">在精确制导领域形成独有的核心技术和技术壁垒，生产能力居国内甚至世界前列（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">国科军工</td>
|
||
<td class="px-4 py-3"><span class="bg-blue-900 text-blue-300 text-xs px-2 py-1 rounded">智能弹药</span></td>
|
||
<td class="px-4 py-3">导弹、安全与控制模块</td>
|
||
<td class="px-4 py-3">多型主战装备的主用弹药、特种弹药及引信与智能控制产品</td>
|
||
<td class="px-4 py-3">产品涵盖各种导弹、安全与控制模块，多型主战装备的主用弹药、特种弹药及引信与智能控制产品（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">银河电子</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">合肥智行通无人化项目</td>
|
||
<td class="px-4 py-3">特种装备领域、轮式/履带巡逻机器人、无人侦察复合机器人</td>
|
||
<td class="px-4 py-3">公司本次收购的合肥智行通无人化项目主要应用于特种装备领域，已完成轮式/履带巡逻机器人、无人侦察复合机器人等产品研制（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">捷强装备</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">三防系统</td>
|
||
<td class="px-4 py-3">车载空调、第二代集防系统配套供应</td>
|
||
<td class="px-4 py-3">与东风汽车特种装备事业部、铁马特种车签署战略合作协议，合作研发某型号车辆'三防'通用平台；首家研发生产车载三防专用空调，在第二代集防系统的配套供应上具有优势（公司公告）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">甘化科工</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">特种电源、预制破片</td>
|
||
<td class="px-4 py-3">军工行业、高性能特种合金材料制品</td>
|
||
<td class="px-4 py-3">主要产品为特种电源、预制破片等军工产品，电源类产品及高性能特种合金材料制品主要应用于军工行业（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">新光光电</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">激光防御系统</td>
|
||
<td class="px-4 py-3">反射式、透射式产品、无人机跟踪能力及毁伤效果</td>
|
||
<td class="px-4 py-3">公司围绕轻小型激光防御系统研发了多款产品，其中两款反射式、一款透射式，并经过了大量的外场测试，验证了系统对小型无人机的跟踪能力及毁伤效果（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">泰豪科技</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">高性能内装涂料、伪装网、隐身结构复合材料</td>
|
||
<td class="px-4 py-3">伪装遮障领域</td>
|
||
<td class="px-4 py-3">参股子公司上海戎科特种装备主要从事高性能内装涂料、伪装网、隐身结构复合材料、电磁波辐射兼容材料等业务，在伪装遮障领域具有一定竞争优势（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">中船应急</td>
|
||
<td class="px-4 py-3"><span class="bg-green-900 text-green-300 text-xs px-2 py-1 rounded">特种装备</span></td>
|
||
<td class="px-4 py-3">特种装备股份</td>
|
||
<td class="px-4 py-3">中船双瑞（洛阳）特种装备股份有限公司</td>
|
||
<td class="px-4 py-3">与中船双瑞（洛阳）特种装备股份有限公司有同一实控人（公司公告）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">内蒙一机</td>
|
||
<td class="px-4 py-3"><span class="bg-yellow-900 text-yellow-300 text-xs px-2 py-1 rounded">装甲力量</span></td>
|
||
<td class="px-4 py-3">履带及轮式装甲车辆、铁路货车及零部件</td>
|
||
<td class="px-4 py-3">装甲车辆、铁路货车</td>
|
||
<td class="px-4 py-3">主要业务是履带及轮式装甲车辆、铁路货车及相关零部件的研发产销（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">北方长龙</td>
|
||
<td class="px-4 py-3"><span class="bg-yellow-900 text-yellow-300 text-xs px-2 py-1 rounded">装甲力量</span></td>
|
||
<td class="px-4 py-3">军事装备领域</td>
|
||
<td class="px-4 py-3">电子信息、装甲战斗、装甲保障等轮式、履带车辆主战装备</td>
|
||
<td class="px-4 py-3">专注于军事装备领域，产品广泛应用于电子信息、装甲战斗、装甲保障等轮式、履带车辆主战装备（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">雷科防务</td>
|
||
<td class="px-4 py-3"><span class="bg-purple-900 text-purple-300 text-xs px-2 py-1 rounded">精确打击</span></td>
|
||
<td class="px-4 py-3">智能控制业务群</td>
|
||
<td class="px-4 py-3">智能控制业务群</td>
|
||
<td class="px-4 py-3">制导相关产品属于公司智能控制业务群业务之一，2021年度智能控制业务群实现收入占比15.64%（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">高德红外</td>
|
||
<td class="px-4 py-3"><span class="bg-purple-900 text-purple-300 text-xs px-2 py-1 rounded">精确打击</span></td>
|
||
<td class="px-4 py-3">红外核心器件、光电系统</td>
|
||
<td class="px-4 py-3">红外导引、战机红外探测告警、夜视夜战、精确打击</td>
|
||
<td class="px-4 py-3">已构建起从底层红外核心器件，到综合光电系统，再到顶层完整装备系统总体的全产业链科研生产布局，产品广泛用于红外导引、战机红外探测告警、夜视夜战、精确打击等国防领域（公司互动）</td>
|
||
</tr>
|
||
<tr class="border-b bg-gray-800 border-gray-700 table-row-hover">
|
||
<td class="px-4 py-3 font-medium text-blue-300">北方导航</td>
|
||
<td class="px-4 py-3"><span class="bg-purple-900 text-purple-300 text-xs px-2 py-1 rounded">精确打击</span></td>
|
||
<td class="px-4 py-3">制导与控制、AI目标自主识别、光电探测与导引</td>
|
||
<td class="px-4 py-3">军民两用产品、军事通信和智能集成</td>
|
||
<td class="px-4 py-3">军民两用产品业务致力于围绕制导与控制、AI目标自主识别、光电探测与导引等8个专业技术体系，发展导航与控制、军事通信和智能集成连接3个产业生态（公司互动）</td>
|
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|
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|
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<td class="px-4 py-3"><span class="bg-purple-900 text-purple-300 text-xs px-2 py-1 rounded">精确打击</span></td>
|
||
<td class="px-4 py-3">火力打击载荷配备稳定转台及火力</td>
|
||
<td class="px-4 py-3">精确打击</td>
|
||
<td class="px-4 py-3">火力打击载荷配备稳定转台及火力，可实现精确打击（公司公告）</td>
|
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|
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