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国防 / 自主无人系统 · A 股DEFENSE · A-shares

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.

38 节点nodes·32 A 股A-shares·32 已加载报价quotes loaded
成品 / 应用End Product / App· 37 子节点sub-nodes
国防 / 自主无人系统DEFENSE
DEFENSE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

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

部件Component
巡飞弹 / 自杀式无人机Loitering Munitions / Kamikaze Drones
Loitering Munitions / Kamikaze Drones巡飞弹 / 自杀式无人机

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

部件Component
无人僚机 / CCAUnmanned Wingman / CCA (Collaborative Combat Aircraft)
Unmanned Wingman / CCA (Collaborative Combat Aircraft)无人僚机 / CCA

与有人战机协同的协同作战飞行器Collaborative combat aircraft operating in concert with manned fighters

部件Component
蜂群自主软件 / AI 飞行员Swarm Autonomy Software / AI Pilot
Swarm Autonomy Software / AI Pilot蜂群自主软件 / AI 飞行员

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

部件Component
无人地面 / 水面载具Unmanned Ground / Surface Vehicles
Unmanned Ground / Surface Vehicles无人地面 / 水面载具

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

部件Component
拦截弹 / 动能杀伤器 (KKV)Interceptor Missiles / Kinetic Kill Vehicles (KKV)
Interceptor Missiles / Kinetic Kill Vehicles (KKV)拦截弹 / 动能杀伤器 (KKV)

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

部件Component
天基 / 预警传感层Space-Based / Early Warning Sensor Layer
Space-Based / Early Warning Sensor Layer天基 / 预警传感层

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

部件Component
指挥控制 / 火控网络 (C2)Command & Control / Fire Control Network (C2)
Command & Control / Fire Control Network (C2)指挥控制 / 火控网络 (C2)

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

部件Component
高超音速气动 / 滑翔体平台Hypersonic Aerodynamics / Glide Vehicle Platform
Hypersonic Aerodynamics / Glide Vehicle Platform高超音速气动 / 滑翔体平台

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

部件Component
超燃冲压 / 吸气式发动机Scramjet / Air-Breathing Propulsion
Scramjet / Air-Breathing Propulsion超燃冲压 / 吸气式发动机

冲压/超燃冲压高超音速吸气推进Ramjet/scramjet and other air-breathing hypersonic propulsion systems

部件Component
极端热防护材料 (TPS)Extreme Thermal Protection System (TPS)
Extreme Thermal Protection System (TPS)极端热防护材料 (TPS)

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

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

材料Material
碲镉汞 / 锑化铟 红外材料Mercury Cadmium Telluride / Indium Antimonide IR Materials
Mercury Cadmium Telluride / Indium Antimonide IR Materials碲镉汞 / 锑化铟 红外材料

HgCdTe / InSb 等红外探测半导体材料HgCdTe, InSb, and related semiconductor materials for infrared detection

部件Component
光电 / 红外瞄准系统 (EO/IR)Electro-Optical / Infrared Targeting System (EO/IR)
Electro-Optical / Infrared Targeting System (EO/IR)光电 / 红外瞄准系统 (EO/IR)

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

部件Component
惯性导航 / IMUInertial Navigation / IMU
Inertial Navigation / IMU惯性导航 / IMU

GPS 拒止环境下的惯性测量与导航Inertial measurement and navigation for GPS-denied environments

部件Component
抗干扰北斗 / 定位授时 (PNT)Anti-Jam Beidou / Positioning, Navigation & Timing (PNT)
Anti-Jam Beidou / Positioning, Navigation & Timing (PNT)抗干扰北斗 / 定位授时 (PNT)

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-nodes
GaN 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

部件Component· 1 子节点sub-nodes
GaN 功率放大器 / MMICGaN Power Amplifier / MMIC
GaN Power Amplifier / MMICGaN 功率放大器 / MMIC

T/R 组件里的氮化镓功率放大芯片GaN power amplifier chips in T/R modules

材料Material
GaN-on-SiC 外延晶圆GaN-on-SiC Epitaxial Wafer
GaN-on-SiC Epitaxial WaferGaN-on-SiC 外延晶圆

碳化硅衬底上的氮化镓外延 — 上游材料GaN epitaxy on silicon carbide substrate — upstream material

部件Component
T/R 组件 / 相控阵模块T/R Modules / Phased Array Modules
T/R Modules / Phased Array ModulesT/R 组件 / 相控阵模块

AESA 雷达的收发组件阵列Transmit/receive element arrays for AESA radar

部件Component
电子战 / 射频对抗Electronic Warfare / RF Countermeasures
Electronic Warfare / RF Countermeasures电子战 / 射频对抗

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

部件Component
固体火箭发动机 (SRM)Solid Rocket Motor (SRM)
Solid Rocket Motor (SRM)固体火箭发动机 (SRM)

导弹动力的固体推进装药与壳体Solid propellant grain and casing for missile propulsion

部件Component
高氯酸铵 (AP) 氧化剂Ammonium Perchlorate (AP) Oxidizer
Ammonium Perchlorate (AP) Oxidizer高氯酸铵 (AP) 氧化剂

固体推进剂的关键氧化剂Critical oxidizer for solid propellants

部件Component
高能炸药 (RDX/HMX/CL-20)High Explosives (RDX/HMX/CL-20)
High Explosives (RDX/HMX/CL-20)高能炸药 (RDX/HMX/CL-20)

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

部件Component
推进剂粘合剂 / 增塑剂 (HTPB)Propellant Binder / Plasticizer (HTPB)
Propellant Binder / Plasticizer (HTPB)推进剂粘合剂 / 增塑剂 (HTPB)

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

部件Component
抗辐射 FPGA / 处理器Radiation-Hardened FPGA / Processor
Radiation-Hardened FPGA / Processor抗辐射 FPGA / 处理器

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

部件Component
军规模拟 / 电源管理Mil-Spec Analog / Power Management
Mil-Spec Analog / Power Management军规模拟 / 电源管理

宽温抗辐射的模拟与电源芯片Wide-temperature, radiation-tolerant analog and power management ICs

部件Component
军用可信制造 / 封装Trusted Military Foundry / Packaging
Trusted Military Foundry / Packaging军用可信制造 / 封装

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

部件Component
抗干扰数据链 / 战术电台Anti-Jam Datalink / Tactical Radio
Anti-Jam Datalink / Tactical Radio抗干扰数据链 / 战术电台

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

部件Component
军用卫星通信 (北斗/天链)Military Satellite Communications (Beidou/Tianlink)
Military Satellite Communications (Beidou/Tianlink)军用卫星通信 (北斗/天链)

超视距/天基数据中继Beyond-line-of-sight / space-based data relay

部件Component
加密 / 密钥管理 (量子安全)Encryption / Key Management (Quantum-Safe)
Encryption / Key Management (Quantum-Safe)加密 / 密钥管理 (量子安全)

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.