拆解Decon2030
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🇨🇳 A 股版 — 沪深卡位🇨🇳 A-shares — Shanghai & Shenzhen

按同样的板块结构,但每个节点挂的是沪深 A 股标的(含科创板、创业板)。Same sector decomposition, but each node lists Shanghai / Shenzhen A-share tickers (incl. STAR & ChiNext).

⚠ 数据为腾讯财经实时快照(2026-06-15)。仅供研究 · 非投资建议。⚠ Live snapshot from Tencent Finance (2026-06-15). Research only · not investment advice.

◈ A 股隐形赢家榜 →◈ A-share Hidden Winners →
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AI 算力AI COMPUTE
AI COMPUTEAI 算力

AI 数据中心 / 加速芯片。A 股卡位:电力、光互连、HBM、液冷、网络。AI data center / accelerator chips. A-share chokepoints: Power, Optical interconnect, HBM, Liquid cooling, Networking.

量子技术QUANTUM
QUANTUM量子技术

量子计算机。A 股卡位:稀释制冷、控制电子、光模块、特种材料。Quantum computer. A-share chokepoints: Dilution fridge, Control electronics, Optics, Specialty materials.

半导体先进制程SEMICONDUCTOR
SEMICONDUCTOR半导体先进制程

2nm / 先进封装。A 股卡位:设备、EUV 光源、光学、特气、EDA。2nm / advanced packaging. A-share chokepoints: Equipment, EUV source, Optics, Specialty gases, EDA.

能源 / 聚变ENERGY · FUSION
ENERGY · FUSION能源 / 聚变

核聚变 / SMR 小堆。A 股卡位:电网/变压器、铀、储能材料、超导磁体。Fusion / SMR. A-share chokepoints: Grid / transformers, Uranium, Storage materials, Superconducting magnets.

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航天 / 太空经济SPACE
SPACE航天 / 太空经济

可复用火箭 / 卫星星座。A 股卡位:星载元器件、地面站、推进剂、复合材料。Reusable rockets / satellite constellations. A-share chokepoints: Spaceborne components, Ground stations, Propellant, Composites.

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机器人 / 具身智能ROBOTICS
ROBOTICS机器人 / 具身智能

人形机器人。A 股卡位:谐波减速器、力矩传感器、执行器、稀土永磁电机。Humanoid robots. A-share chokepoints: Harmonic reducers, Torque sensors, Actuators, REE magnet motors.

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国防 / 自主无人系统DEFENSE
DEFENSE国防 / 自主无人系统

无人机蜂群 / 导弹防御 / 高超音速。A 股卡位:制导、GaN 雷达、特种火炸药、抗辐射芯片。Drone swarms / missile defense / hypersonics. A-share chokepoints: Guidance, GaN radar, Energetics, Rad-hard chips.

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生物技术 / 合成生物BIOTECH
BIOTECH生物技术 / 合成生物

基因疗法 / GLP / 合成生物。A 股卡位:测序仪、试剂酶、CDMO、生物反应器。Gene therapy / GLP / synthetic biology. A-share chokepoints: Sequencers, Reagent enzymes, CDMO, Bioreactors.

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先进材料ADVANCED MATERIALS
ADVANCED MATERIALS先进材料

稀土 / 超导 / 碳纤维 / 特气。A 股卡位:稀土永磁、超导线材、碳纤维、特种合金、特气。Rare earth / superconductors / carbon fiber / specialty gases. A-share chokepoints: REE magnets, Superconducting wire, Carbon fiber, Specialty alloys, Specialty gases.