国防 / 自主无人系统 · A 股DEFENSE · A-shares
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.
成品 / 应用End Product / App· 37 子节点sub-nodes国防 / 自主无人系统DEFENSEDEFENSE国防 / 自主无人系统大家盯着无人机蜂群、爱国者拦截弹、高超音速这些旗舰成品 — 但真正的价值藏在下游的制导导引头、GaN 雷达射频、固体推进剂/特种火炸药、抗辐射军规芯片这些盲区里Everyone focuses on flagship end-products like drone swarms, Patriot interceptors, and hypersonics — but the real value lies in the overlooked downstream layers: guidance seekers, GaN radar RF, solid propellants/specialty explosives, and radiation-hardened mil-spec chips
中航沈飞AVIC Shenyang AircraftA-3.03%¥43.26 · ¥122.6B中航西飞AVIC Xi'an AircraftA-5.95%¥21.5 · ¥59.8B航发动力AECC Aviation PowerA-2.01%¥38.04 · ¥101.4B中国航发控制AECC Aviation Power ControlA-3.64%¥18.78 · ¥24.7B中国船舶China Shipbuilding IndustryA+2.87%¥35.89 · ¥270.1B北方导航North Navigation ControlA-1.06%¥12.17 · ¥18.4B中兵红箭North Industries Red ArrowA¥19.1 · ¥26.6B中国卫星China Satellite TechnologyA-3.87%¥74.98 · ¥88.7B中航光电JONHON Optronic TechnologyA+3.44%¥37.25 · ¥78.9B振华科技Zhenhua TechnologyA+10.01%¥51.88 · ¥28.8B紫光国微Unigroup Guoxin MicroelectronicsA+3.76%¥74.2 · ¥63.0B鸿远电子Hongyuan ElectronicsA+10.00%¥68.42 · ¥15.8B西部超导Western SuperconductingA+3.40%¥56.26 · ¥36.5B光威复材Guangwei CompositesA+1.49%¥28.57 · ¥23.8B
大家盯着无人机蜂群、爱国者拦截弹、高超音速这些旗舰成品 — 但真正的价值藏在下游的制导导引头、GaN 雷达射频、固体推进剂/特种火炸药、抗辐射军规芯片这些盲区里Everyone focuses on flagship end-products like drone swarms, Patriot interceptors, and hypersonics — but the real value lies in the overlooked downstream layers: guidance seekers, GaN radar RF, solid propellants/specialty explosives, and radiation-hardened mil-spec chips
子系统Subsystem· 4 子节点sub-nodes无人机蜂群 / 自主平台 ●Drone Swarms / Autonomous Platforms ●Drone Swarms / Autonomous Platforms ●无人机蜂群 / 自主平台 ●成群协同的低成本无人机与自主载具 — 旗舰成品Low-cost drones and autonomous vehicles operating in coordinated swarms — flagship end-products
成群协同的低成本无人机与自主载具 — 旗舰成品Low-cost drones and autonomous vehicles operating in coordinated swarms — flagship end-products
一次性消耗型攻击无人机(侦察/打击一体弹药)Expendable attack drones for one-way strike missions
与有人战机协同的协同作战飞行器Collaborative combat aircraft operating in concert with manned fighters
群体协同、自主决策、目标分配的算法层Algorithmic layer for swarm coordination, autonomous decision-making, and target assignment
无人战车、无人艇等地面与海面平台Ground and maritime platforms including unmanned combat vehicles and autonomous surface vessels
子系统Subsystem· 3 子节点sub-nodes导弹防御 / 拦截系统 ●Missile Defense / Intercept Systems ●Missile Defense / Intercept Systems ●导弹防御 / 拦截系统 ●红旗/飞弹/红箭等防空反导整机系统 — 旗舰成品Integrated air and missile defense systems including HQ-series and anti-missile platforms
红旗/飞弹/红箭等防空反导整机系统 — 旗舰成品Integrated air and missile defense systems including HQ-series and anti-missile platforms
直接碰撞摧毁来袭弹头的杀伤载具Hit-to-kill vehicles that destroy incoming warheads through direct collision
导弹预警卫星、跟踪层(北斗/天链核心)Missile warning satellites and tracking layer — core of Beidou/Tianlink architecture
把传感器、拦截弹、决策连起来的战斗管理网络Battle management network connecting sensors, interceptors, and decision nodes
子系统Subsystem· 3 子节点sub-nodes高超音速 / 反高超音速 ●Hypersonics / Counter-Hypersonics ●Hypersonics / Counter-Hypersonics ●高超音速 / 反高超音速 ●Mach 5+ 滑翔体/巡航导弹与拦截手段 — 旗舰成品Mach 5+ glide vehicles/cruise missiles and intercept countermeasures — flagship end-products
Mach 5+ 滑翔体/巡航导弹与拦截手段 — 旗舰成品Mach 5+ glide vehicles/cruise missiles and intercept countermeasures — flagship end-products
乘波体、滑翔弹体的气动外形与系统集成Waverider and glide body aerodynamic shaping and system integration
冲压/超燃冲压高超音速吸气推进Ramjet/scramjet and other air-breathing hypersonic propulsion systems
高超音速下抗气动加热的碳-碳/陶瓷基复材Carbon-carbon and ceramic matrix composites resistant to aerodynamic heating at hypersonic speeds
子系统Subsystem· 5 子节点sub-nodes制导 / 导引头(盲区) ●Guidance / Seekers (Blind Spot) ●Guidance / Seekers (Blind Spot) ●制导 / 导引头(盲区) ●无人机和导弹再贵,'最后一公里'命中靠的是导引头 — 光电/红外焦平面、惯导、北斗抗干扰才是真稀缺No matter how expensive the drone or missile, last-mile precision relies on the seeker — EO/IR focal plane arrays, inertial navigation, and Beidou anti-jamming are the true scarcities
无人机和导弹再贵,'最后一公里'命中靠的是导引头 — 光电/红外焦平面、惯导、北斗抗干扰才是真稀缺No matter how expensive the drone or missile, last-mile precision relies on the seeker — EO/IR focal plane arrays, inertial navigation, and Beidou anti-jamming are the true scarcities
部件Component· 1 子节点sub-nodes红外焦平面阵列 (IRFPA)Infrared Focal Plane Array (IRFPA)Infrared Focal Plane Array (IRFPA)红外焦平面阵列 (IRFPA)导引头与夜视的核心 — 红外探测器芯片Core component of seekers and night vision — infrared detector chips
导引头与夜视的核心 — 红外探测器芯片Core component of seekers and night vision — infrared detector chips
HgCdTe / InSb 等红外探测半导体材料HgCdTe, InSb, and related semiconductor materials for infrared detection
无人机吊舱、瞄具的成像与跟踪系统Imaging and tracking systems for UAV pods and targeting sights
GPS 拒止环境下的惯性测量与导航Inertial measurement and navigation for GPS-denied environments
对抗干扰/欺骗的北斗卫导接收与抗干扰天线Beidou GNSS receivers and anti-jam antennas resilient against jamming and spoofing
子系统Subsystem· 4 子节点sub-nodesGaN 雷达 / 射频前端(盲区) ●GaN Radar / RF Front-End (Blind Spot) ●GaN Radar / RF Front-End (Blind Spot) ●GaN 雷达 / 射频前端(盲区) ●现代相控阵雷达和电子战全靠氮化镓(GaN)功率器件 — 这一层卡脖子,国内国博/铖昌已突破T/R芯片国产化Modern AESA radars and electronic warfare depend entirely on GaN power devices — Chinese players Guobo and Chengchang have achieved domestic T/R chip breakthroughs
现代相控阵雷达和电子战全靠氮化镓(GaN)功率器件 — 这一层卡脖子,国内国博/铖昌已突破T/R芯片国产化Modern AESA radars and electronic warfare depend entirely on GaN power devices — Chinese players Guobo and Chengchang have achieved domestic T/R chip breakthroughs
部件Component· 1 子节点sub-nodesGaN 功率放大器 / MMICGaN Power Amplifier / MMICGaN Power Amplifier / MMICGaN 功率放大器 / MMICT/R 组件里的氮化镓功率放大芯片GaN power amplifier chips in T/R modules
T/R 组件里的氮化镓功率放大芯片GaN power amplifier chips in T/R modules
碳化硅衬底上的氮化镓外延 — 上游材料GaN epitaxy on silicon carbide substrate — upstream material
AESA 雷达的收发组件阵列Transmit/receive element arrays for AESA radar
干扰、欺骗、电磁频谱作战的射频系统RF systems for jamming, spoofing, and electromagnetic spectrum operations
子系统Subsystem· 4 子节点sub-nodes固体推进 / 特种火炸药(盲区) ●Solid Propulsion / Specialty Explosives (Blind Spot) ●Solid Propulsion / Specialty Explosives (Blind Spot) ●固体推进 / 特种火炸药(盲区) ●导弹/无人机产能的真正瓶颈是固体火箭发动机和高能炸药 — 国内由航天科工/兵器工业体系垄断,独立 A 股标的稀少The true production bottleneck for missiles and drones is solid rocket motors and high-energy explosives — dominated by CASIC/Ordnance Industry groups, very few standalone A-share plays
导弹/无人机产能的真正瓶颈是固体火箭发动机和高能炸药 — 国内由航天科工/兵器工业体系垄断,独立 A 股标的稀少The true production bottleneck for missiles and drones is solid rocket motors and high-energy explosives — dominated by CASIC/Ordnance Industry groups, very few standalone A-share plays
导弹动力的固体推进装药与壳体Solid propellant grain and casing for missile propulsion
固体推进剂的关键氧化剂Critical oxidizer for solid propellants
战斗部装药用高能炸药 — 产能极稀缺High-energy explosive fills for warheads — extremely scarce production capacity
固体推进剂的高分子粘合基体Polymer binder matrix for solid propellant formulations
子系统Subsystem· 3 子节点sub-nodes抗辐射 / 军规芯片(盲区) ●Radiation-Hardened / Mil-Spec Chips (Blind Spot) ●Radiation-Hardened / Mil-Spec Chips (Blind Spot) ●抗辐射 / 军规芯片(盲区) ●导弹、卫星、高超音速载具的电子系统必须抗辐射、耐高温 — 紫光国微/振华科技/鸿远/宏达是 A股军规芯片核心Electronics for missiles, satellites, and hypersonic vehicles must be radiation-hardened and high-temperature tolerant — Unigroup Guoxin/Zhenhua/Hongyuan/Hongda are the A-share mil-spec chip core
导弹、卫星、高超音速载具的电子系统必须抗辐射、耐高温 — 紫光国微/振华科技/鸿远/宏达是 A股军规芯片核心Electronics for missiles, satellites, and hypersonic vehicles must be radiation-hardened and high-temperature tolerant — Unigroup Guoxin/Zhenhua/Hongyuan/Hongda are the A-share mil-spec chip core
航天/导弹用抗单粒子翻转的可编程逻辑Single-event upset (SEU) tolerant programmable logic for space and missile applications
宽温抗辐射的模拟与电源芯片Wide-temperature, radiation-tolerant analog and power management ICs
军用芯片安全制造与封装(国内保密体系)Secure military chip fabrication and packaging under domestic security framework
子系统Subsystem· 3 子节点sub-nodes军用通信 / 数据链(盲区) ●Military Communications / Datalinks (Blind Spot) ●Military Communications / Datalinks (Blind Spot) ●军用通信 / 数据链(盲区) ●蜂群和导弹防御要协同,靠的是抗干扰数据链和卫星通信 — 北斗短报文、Link-中文通信协议、加密是隐形护城河Swarm coordination and missile defense rely on jam-resistant datalinks and SATCOM — Beidou short messaging, encrypted tactical comms, and anti-jam capabilities are invisible moats
蜂群和导弹防御要协同,靠的是抗干扰数据链和卫星通信 — 北斗短报文、Link-中文通信协议、加密是隐形护城河Swarm coordination and missile defense rely on jam-resistant datalinks and SATCOM — Beidou short messaging, encrypted tactical comms, and anti-jam capabilities are invisible moats
战术单元间的低截获抗干扰数据链Low-probability-of-intercept, jam-resistant datalinks between tactical units
超视距/天基数据中继Beyond-line-of-sight / space-based data relay
军用级加密模块与密钥分发Military-grade encryption modules and key distribution systems
数据来源:沪深快照 2026-06-15(导入自原站)。akshare 实时刷新待接入。仅供研究 · 非投资建议。Source: Shanghai/Shenzhen snapshot 2026-06-15 (imported from origin). Live akshare refresh pending. Research only · not investment advice.