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<!DOCTYPE html>
<html lang="zh-CN">
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>北交所概念深度分析 - 中国资本市场的新篇章</title>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
<title>深度研报：北交所概念</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css" rel="stylesheet">
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800;900&display=swap');
@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;700&family=Inter:wght@300;400;600&display=swap');
* {
body {
font-family: 'Inter', sans-serif;
background: #0a0a1a;
color: #e0e0ff;
overflow-x: hidden;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
.font-orbitron {
font-family: 'Orbitron', sans-serif;
}
.card-hover {
.glass-card {
background: rgba(20, 20, 40, 0.6);
backdrop-filter: blur(16px) saturate(180%);
-webkit-backdrop-filter: blur(16px) saturate(180%);
border: 1px solid rgba(255, 255, 255, 0.1);
border-radius: 2rem;
transition: all 0.3s ease;
}
.card-hover:hover {
transform: translateY(-5px);
box-shadow: 0 20px 40px rgba(0,0,0,0.1);
.glass-card:hover {
box-shadow: 0 0 40px rgba(0, 191, 255, 0.2);
}
.timeline-line {
background: linear-gradient(180deg, #667eea 0%, #764ba2 100%);
}
.glow-text {
text-shadow: 0 0 20px rgba(102, 126, 234, 0.5);
text-shadow: 0 0 8px rgba(0, 191, 255, 0.6), 0 0 16px rgba(0, 191, 255, 0.4);
}
.stock-table {
min-width: 1200px;
overflow-x: auto;
.glow-border {
box-shadow: 0 0 15px rgba(0, 191, 255, 0.15);
}
.bento-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
gap: 1.5rem;
}
.bg-deep-space {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -1;
background: radial-gradient(ellipse at 70% 30%, rgba(57, 0, 153, 0.2) 0%, transparent 50%),
radial-gradient(ellipse at 30% 70%, rgba(0, 122, 255, 0.2) 0%, transparent 50%),
#0a0a1a;
}
@media (max-width: 768px) {
.stock-table {
min-width: 100%;
}
.table th, .table td {
border-color: rgba(255, 255, 255, 0.1) !important;
}
.pulse {
animation: pulse 2s infinite;
.table th {
color: #00bfff;
}
.collapse-title {
color: #a8b2d1;
}
@keyframes pulse {
0% {
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
}
70% {
box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
}
100% {
box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
}
}
.glass-effect {
background: rgba(255, 255, 255, 0.1);
backdrop-filter: blur(10px);
border: 1px solid rgba(255, 255, 255, 0.2);
}
.number-animate {
animation: countUp 2s ease-out;
}
@keyframes countUp {
from { opacity: 0; transform: translateY(20px); }
to { opacity: 1; transform: translateY(0); }
.collapse:focus-within .collapse-title,
.collapse[open] .collapse-title {
color: #64ffda;
}
</style>
</head>
<body class="bg-gray-50">
<!-- Hero Section -->
<div class="gradient-bg text-white py-20 px-4">
<div class="max-w-7xl mx-auto text-center">
<div class="mb-6">
<i class="fas fa-chart-line text-6xl mb-4 glow-text"></i>
</div>
<h1 class="text-5xl font-bold mb-4 glow-text">北交所概念深度分析</h1>
<p class="text-xl mb-8">中国资本市场的新篇章 · 专精特新企业的摇篮</p>
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 max-w-4xl mx-auto mt-12">
<div class="glass-effect rounded-lg p-6 card-hover">
<div class="text-4xl font-bold number-animate">260+</div>
<div class="text-lg">上市公司数量</div>
</div>
<div class="glass-effect rounded-lg p-6 card-hover">
<div class="text-4xl font-bold number-animate">7000亿</div>
<div class="text-lg">总市值规模</div>
</div>
<div class="glass-effect rounded-lg p-6 card-hover">
<div class="text-4xl font-bold number-animate">50%</div>
<div class="text-lg">专精特新占比</div>
</div>
</div>
</div>
</div>
<body class="min-h-screen p-4 sm:p-8">
<div class="bg-deep-space"></div>
<!-- Core Concepts Section -->
<div class="max-w-7xl mx-auto px-4 py-12">
<div class="mb-8">
<h2 class="text-3xl font-bold text-gray-800 mb-4">
<i class="fas fa-lightbulb text-purple-600 mr-2"></i>核心观点摘要
</h2>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<div class="text-purple-600 text-2xl mb-3">
<i class="fas fa-rocket"></i>
</div>
<h3 class="text-xl font-semibold mb-2">政策驱动根本逻辑</h3>
<p class="text-gray-600">北交所的诞生与发展，首要驱动力是国家战略意志。"深改19条"等一系列政策举措，目标是打造服务创新型中小企业的专业化平台。</p>
</div>
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<div class="text-blue-600 text-2xl mb-3">
<i class="fas fa-puzzle-piece"></i>
</div>
<h3 class="text-xl font-semibold mb-2">市场结构补充</h3>
<p class="text-gray-600">专注"更早、更小、更新"企业，与沪深市场形成差异化互补，超50%为国家级专精特新"小巨人"企业。</p>
</div>
<div class="bg-white rounded-xl shadow-lg p-6 card-hover">
<div class="text-green-600 text-2xl mb-3">
<i class="fas fa-chart-area"></i>
</div>
<h3 class="text-xl font-semibold mb-2">流动性重塑估值</h3>
<p class="text-gray-600">投资者门槛降低带来数百万新增用户，日均换手率从不足1%跃升至5%以上，引发估值系统性重估。</p>
</div>
</div>
</div>
<main class="container mx-auto max-w-7xl space-y-8">
<!-- Header -->
<header class="text-center p-8 glass-card">
<h1 class="text-4xl md:text-6xl font-orbitron font-bold glow-text text-cyan-300">北交所概念深度解析</h1>
<p class="mt-4 text-lg text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
<p class="text-sm mt-2 text-slate-500">本报告为AI合成数据，投资需谨慎。</p>
</header>
<!-- Timeline Section -->
<div class="bg-gray-100 py-12 px-4">
<div class="max-w-7xl mx-auto">
<h2 class="text-3xl font-bold text-gray-800 mb-8 text-center">
<i class="fas fa-history text-purple-600 mr-2"></i>发展历程与关键节点
</h2>
<!-- Core Insight -->
<section x-data="{ activeTab: 'summary' }" class="glass-card p-6 md:p-10 space-y-8">
<h2 class="text-3xl font-orbitron glow-text text-cyan-300 border-b border-cyan-500/20 pb-4">核心洞察 (Core Insight)</h2>
<div class="relative">
<div class="timeline-line absolute left-1/2 transform -translate-x-1/2 w-1 h-full"></div>
<div class="prose prose-invert max-w-none text-slate-300 prose-headings:text-cyan-400 prose-strong:text-slate-100">
<div class="space-y-12">
<div class="flex items-center">
<div class="flex-1 text-right pr-8">
<div class="bg-white rounded-lg p-4 shadow-lg card-hover">
<h3 class="font-semibold text-lg">奠基与探索期</h3>
<p class="text-gray-600">2021-2022年</p>
<p class="text-sm">北交所正式开市，首批81家企业挂牌，日均成交额6.63亿元</p>
</div>
</div>
<div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
<div class="flex-1 pl-8"></div>
</div>
<div class="flex items-center">
<div class="flex-1 pr-8"></div>
<div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
<div class="flex-1 pl-8">
<div class="bg-white rounded-lg p-4 shadow-lg card-hover">
<h3 class="font-semibold text-lg">政策引爆与重估期</h3>
<p class="text-gray-600">2023年9月-2024年2月</p>
<p class="text-sm">"深改19条"发布，北证50指数三月涨幅超100%，新股首日平均涨幅350%</p>
</div>
</div>
</div>
<div class="flex items-center">
<div class="flex-1 text-right pr-8">
<div class="bg-white rounded-lg p-4 shadow-lg card-hover">
<h3 class="font-semibold text-lg">分化与理性回归</h3>
<p class="text-gray-600">2024年3月-11月</p>
<p class="text-sm">估值达99%历史高位，市场观点转向"攻转守"，关注基本面价值</p>
</div>
</div>
<div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
<div class="flex-1 pl-8"></div>
</div>
<div class="flex items-center">
<div class="flex-1 pr-8"></div>
<div class="w-4 h-4 bg-purple-600 rounded-full pulse"></div>
<div class="flex-1 pl-8">
<div class="bg-white rounded-lg p-4 shadow-lg card-hover">
<h3 class="font-semibold text-lg">深化发展新阶段</h3>
<p class="text-gray-600">2024年底至今</p>
<p class="text-sm">"920"代码统一，推出可转债，鼓励H股发行，并购重组活跃</p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<h3>一、核心观点摘要</h3>
<p>北交所已经历了由“深改19条”引爆的政策驱动估值修复阶段，当前正进入一个由<strong>流动性改善、功能完善与结构性机会</strong>共同驱动的成长新阶段。其核心驱动力在于其作为“专精特新”中小企业核心融资平台的独特定位和持续的制度创新红利，未来潜力则取决于上市公司质量的提升与增量资金的持续入场能否形成正向循环。</p>
<!-- Market Analysis -->
<div class="max-w-7xl mx-auto px-4 py-12">
<h2 class="text-3xl font-bold text-gray-800 mb-8">
<i class="fas fa-chart-pie text-purple-600 mr-2"></i>市场认知与估值分析
</h2>
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
<div class="bg-white rounded-xl shadow-lg p-6">
<h3 class="text-xl font-semibold mb-4">市场情绪演变</h3>
<div class="space-y-4">
<div class="flex items-center">
<div class="w-3 h-3 bg-red-500 rounded-full mr-3"></div>
<div>
<span class="font-medium">狂热期</span>
<span class="text-gray-600 ml-2">2023年底-2024年初</span>
</div>
</div>
<div class="flex items-center">
<div class="w-3 h-3 bg-yellow-500 rounded-full mr-3"></div>
<div>
<span class="font-medium">过渡期</span>
<span class="text-gray-600 ml-2">2024年中</span>
</div>
</div>
<div class="flex items-center">
<div class="w-3 h-3 bg-green-500 rounded-full mr-3"></div>
<div>
<span class="font-medium">理性期</span>
<span class="text-gray-600 ml-2">2024年底至今</span>
</div>
</div>
</div>
</div>
<div class="bg-white rounded-xl shadow-lg p-6">
<h3 class="text-xl font-semibold mb-4">关键估值指标</h3>
<div class="grid grid-cols-2 gap-4">
<div class="text-center p-4 bg-purple-50 rounded-lg">
<div class="text-2xl font-bold text-purple-600">58.03x</div>
<div class="text-sm text-gray-600">PE(TTM)峰值</div>
</div>
<div class="text-center p-4 bg-blue-50 rounded-lg">
<div class="text-2xl font-bold text-blue-600">4.78x</div>
<div class="text-sm text-gray-600">PB(LF)峰值</div>
</div>
<div class="text-center p-4 bg-green-50 rounded-lg">
<div class="text-2xl font-bold text-green-600">4.86%</div>
<div class="text-sm text-gray-600">平均ROE</div>
</div>
<div class="text-center p-4 bg-orange-50 rounded-lg">
<div class="text-2xl font-bold text-orange-600">5.75%</div>
<div class="text-sm text-gray-600">日均换手率</div>
</div>
</div>
</div>
</div>
</div>
<h3>二、概念事件与发展时间轴</h3>
<ul class="space-y-4">
<li><strong class="text-teal-300">[制度奠基期] 2023年9月前：</strong> 由新三板精选层升级而来，初期面临流动性不足和市场关注度低的挑战。</li>
<li><strong class="text-cyan-300">[改革催化期] 2023年9月 - 2024年底：</strong></li>
<li class="ml-4">- <strong>2023.09.01：</strong>证监会发布“深改19条”，从根本上解决了投资者门槛和流动性的核心痛点，成为发展催化剂。</li>
<li class="ml-4">- <strong>2023.Q4 - 2024.Q1：</strong>政策效应显现，合格投资者开户数激增至675万户，北证50指数区间涨幅达48%。</li>
<li class="ml-4">- <strong>2024.09 - 2024.11：</strong>市场进入高热阶段，PE(TTM)从18.12倍飙升至43.16倍，北证50指数近三月涨幅超100%，多家公募基金限购。</li>
<li><strong class="text-fuchsia-400">[生态完善与价值发现期] 2025年至今：</strong></li>
<li class="ml-4">- <strong>2025.H1：</strong>市场热度延续，北证50指数涨幅39%，新股首日平均涨幅超350%，“打新效应”吸金。</li>
<li class="ml-4">- <strong>2025.09：</strong>定向可转债、"北+H"两地上市等创新金融工具开始落地。</li>
<li class="ml-4">- <strong>2025.10.09：</strong>正式启用“920”新证券代码，形成独立市场标识，彰显独立市场地位。</li>
</ul>
<!-- Catalysts Section -->
<div class="bg-gradient-to-r from-purple-50 to-blue-50 py-12 px-4">
<div class="max-w-7xl mx-auto">
<h2 class="text-3xl font-bold text-gray-800 mb-8">
<i class="fas fa-fire text-orange-500 mr-2"></i>关键催化剂
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="bg-white rounded-lg shadow-md p-6 card-hover">
<h3 class="text-lg font-semibold mb-3 text-purple-600">
<i class="fas fa-arrow-right mr-2"></i>近期催化剂（3-6个月）
</h3>
<ul class="space-y-2 text-gray-700">
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<span>首批直接IPO企业落地</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<span>北证专精特新指数ETF推出</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<span>H股发行实现破局</span>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<span>并购重组案例增多</span>
</li>
</ul>
<h3>三、核心逻辑与市场认知分析</h3>
<h4>核心驱动力</h4>
<ol>
<li><strong>政策顶层设计：</strong>国家对“专精特新”企业的战略支持是根本动力。“深改19条”是引爆点，后续“920”代码、并购支持等持续制度供给，巩固了其“服务创新型中小企业主阵地”的定位。</li>
<li><strong>资产端稀缺性：</strong>超50%为国家级专精特新“小巨人”企业，具备“高稀缺性、高成长性、高股息率”的“三高”特征，提供了独特的投资标的。</li>
<li><strong>估值比较优势：</strong>尽管经历上涨，但在多个时间节点仍展现出相对估值洼地特征，构成了资金流入和估值重估的核心逻辑。</li>
</ol>
<h4>市场热度与情绪</h4>
<p>市场情绪经历了从“无人问津”到“极度亢奋”再到“结构分化”的演变。2024年底由政策预期和流动性驱动达到情绪顶峰。2025年焦点转向“打新”和主题轮动，申购新股冻结资金达0.85万亿创历史新高，显示强烈的逐利情绪。当前市场情绪整体乐观，但夹杂着对高估值和业绩兑现的担忧。</p>
<h4>预期差分析</h4>
<ul>
<li><strong>盈利与估值的错配：</strong>市场普遍为“高成长”标签买单，但数据显示仅41%的公司实现利润正增长，与40-50倍的高PE形成显著预期差。市场可能过度交易了宏大叙事。</li>
<li><strong>并购重组功能的低估：</strong>随着定向可转债等工具完善，其作为中小企业产业整合平台的功能可能被市场低估。</li>
<li><strong>ESG Alpha的忽视：</strong>路演数据显示，主动披露ESG报告的公司组合收益率高达55.73%，远超指数，表明治理水平是可能被忽略的超额收益来源。</li>
</ul>
<h3>四、关键催化剂与未来发展路径</h3>
<h4>近期催化剂 (未来3-6个月)</h4>
<ul>
<li><strong>指数产品落地：</strong>专精特新指数ETF预计在2025年Q4推出，将带来被动增量资金。</li>
<li><strong>“北+H”实质性进展：</strong>首批“北+H”公司成功发行将打通国际化融资渠道。</li>
<li><strong>高质量IPO常态化：</strong>新增受理IPO企业利润中值超8000万，公司质量显著提升，将吸引更多机构投资者。</li>
</ul>
<h4>长期发展路径</h4>
<p><strong>第一阶段 (已完成):</strong> 制度破局与流动性激活 → <strong>第二阶段 (当前):</strong> 生态完善与功能深化 (并购、转板、“北+H”) → <strong>第三阶段 (未来):</strong> 价值驱动与国际接轨 (业绩兑现、吸引全球资金)。</p>
<h3>五、产业链与核心公司深度剖析</h3>
<h4>产业链图谱</h4>
<p>北交所上市公司构成了微缩版的中国新兴产业图谱，核心包括：</p>
<ul>
<li><strong>TMT/AI产业链：</strong>覆盖半导体材料(凯德石英)、AI算力基础设施(曙光数创)、机器人核心零部件(丰光精密)和AI应用(艾融软件)。</li>
<li><strong>新能源产业链：</strong>覆盖锂电材料(贝特瑞)、固态电池(纳科诺尔)、汽车零部件(苏轴股份)和特种车辆(同力股份)。</li>
<li><strong>生物医药产业链：</strong>覆盖生物制品(锦波生物)、化学制药(德源药业)和医疗器械(中科美菱)。</li>
</ul>
<h4>核心玩家对比</h4>
<ul>
<li><strong>领导者(市值与影响力):</strong> 贝特瑞、锦波生物、连城数控，代表了北交所的头部资产质量。</li>
<li><strong>逻辑最纯粹的“专精特新”代表:</strong>
<ul>
<li><strong>曙光数创:</strong> 央企背景，深度绑定AI液冷赛道，逻辑清晰且稀缺。</li>
<li><strong>同力股份:</strong> “高股息+成长性”典范，低PE、高股息率、新能源转型，被多家机构反复推荐。</li>
<li><strong>奥迪威:</strong> 传感器“小巨人”，且是首批尝试“北+H”的公司之一，展现战略前瞻性。</li>
</ul>
</li>
<li><strong>追赶者/弹性标的:</strong> 海达尔 (进入腾讯、阿里供应链)、丰光精密 (受益机器人国产替代)。</li>
</ul>
<h3>六、潜在风险与挑战</h3>
<ol>
<li><strong>商业化风险 (盈利不及预期):</strong> 最核心风险。上市公司整体盈利能力未与估值同步提升，存在“估值跑在基本面前面”的现象，可能引发戴维斯双杀。</li>
<li><strong>流动性风险:</strong> 相对沪深主板，投资者基础仍显薄弱，市场情绪回落时可能出现流动性枯竭。</li>
<li><strong>政策与竞争风险:</strong> ETF等新工具引入效果待观察；与科创板等存在IPO资源竞争。</li>
<li><strong>信息交叉验证风险:</strong> 市场情绪(新股首日暴涨350%)与企业基本面(仅41%公司利润增长)之间存在巨大鸿沟，预示市场高波动性将持续。</li>
</ol>
</div>
</section>
<!-- Key Data & Charts -->
<section class="space-y-8">
<h2 class="text-3xl font-orbitron glow-text text-cyan-300 text-center">关键数据仪表盘</h2>
<div class="bento-grid">
<div class="glass-card p-6 col-span-1 md:col-span-2">
<h3 class="font-orbitron text-xl text-cyan-400 mb-4">估值水平对比 (PE TTM)</h3>
<div id="pe-chart" class="w-full h-64"></div>
</div>
<div class="bg-white rounded-lg shadow-md p-6 card-hover">
<h3 class="text-lg font-semibold mb-3 text-blue-600">
<i class="fas fa-globe mr-2"></i>长期发展路径（3-5年）
</h3>
<ul class="space-y-2 text-gray-700">
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<span>市场生态成熟期：上市公司500+</span>
</li>
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<span>价值发现与蓝筹涌现期</span>
</li>
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<span>转板机制常态化</span>
</li>
<li class="flex items-start">
<i class="fas fa-arrow-up text-blue-500 mt-1 mr-2"></i>
<span>国际影响力提升期</span>
</li>
</ul>
<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
<div class="stat p-0">
<div class="stat-title text-slate-400">新股首日平均涨幅</div>
<div class="stat-value text-fuchsia-400 glow-text text-5xl font-orbitron">>350%</div>
<div class="stat-desc text-slate-500">截至2025年8月4日</div>
</div>
</div>
<div class="glass-card p-6 col-span-1 md:col-span-2">
<h3 class="font-orbitron text-xl text-cyan-400 mb-4">上市公司数量与市值增长</h3>
<div id="market-cap-chart" class="w-full h-64"></div>
</div>
<div class="glass-card p-6 flex flex-col justify-center items-center text-center">
<div class="stat p-0">
<div class="stat-title text-slate-400">合格投资者数量</div>
<div class="stat-value text-teal-300 glow-text text-5xl font-orbitron">675万+</div>
<div class="stat-desc text-slate-500">截至2023年底</div>
</div>
</div>
<div class="glass-card p-6 col-span-1 md:col-span-3">
<h3 class="font-orbitron text-xl text-cyan-400 mb-4">北证50指数表现</h3>
<div id="index-chart" class="w-full h-64"></div>
</div>
</div>
</div>
</div>
</section>
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<div class="max-w-7xl mx-auto px-4 py-12">
<h2 class="text-3xl font-bold text-gray-800 mb-8">
<i class="fas fa-table text-purple-600 mr-2"></i>产业链核心公司
</h2>
<div class="bg-white rounded-xl shadow-lg overflow-x-auto">
<div class="stock-table">
<table class="w-full">
<thead class="bg-gradient-to-r from-purple-600 to-blue-600 text-white">
<!-- Multi-source Data -->
<section class="glass-card p-6 md:p-10 space-y-8">
<h2 class="text-3xl font-orbitron glow-text text-cyan-300 border-b border-cyan-500/20 pb-4">多源情报汇总</h2>
<div class="join join-vertical w-full space-y-2">
<div class="collapse collapse-arrow join-item border border-base-300/20 bg-base-100/10">
<input type="radio" name="my-accordion-4" checked="checked" />
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新闻数据摘要
</div>
<div class="collapse-content">
<ul class="list-disc pl-5 space-y-2 text-slate-300">
<li><strong>业绩韧性:</strong> 24年Q2经营环比回暖，平均ROE优于其他板块；超4成公司归母净利润实现增长。</li>
<li><strong>估值优势:</strong> 24年9月PE(TTM)为18.12倍，显著低于科创板(34.22倍)与创业板(26.43倍)。</li>
<li><strong>流动性改善:</strong> 日均成交额由2021年的6.63亿元提升至99.24亿元(截至24年11月)。</li>
<li><strong>政策落地:</strong> “深改19条”以来，发行底价改革、920代码、并购重组支持等举措持续落地。</li>
<li><strong>IPO提速:</strong> 25年6月共受理17家企业IPO申请，审核提速，排队公司近190家。</li>
<li><strong>机构看好:</strong> 东吴证券、浙商证券等多家机构坚定看好北交所配置机遇；公募基金重仓市值大幅增长。</li>
</ul>
</div>
</div>
<div class="collapse collapse-arrow join-item border border-base-300/20 bg-base-100/10">
<input type="radio" name="my-accordion-4" />
<div class="collapse-title text-xl font-medium font-orbitron">
路演核心观点
</div>
<div class="collapse-content">
<ul class="list-disc pl-5 space-y-2 text-slate-300">
<li><strong>ESG策略有效性:</strong> 23年初至24年6月，主动披露ESG报告的16家公司组合收益率达55.73%，远超北证50指数(-21%)。</li>
<li><strong>“三高”选股逻辑:</strong> 聚焦高稀缺性（细分龙头）、高成长性（营收利润增长）、高股息率（低估值+高分红）的标的。</li>
<li><strong>金融工具创新:</strong> 定向可转债制度落地（优机股份、万通液压），“北+H”两地上市开启（奥迪威、嘉祥股份）。</li>
<li><strong>并购潮启动:</strong> 内生扩张需求与PE/VC退出压力驱动，24年并购案例数占比超10%。</li>
<li><strong>打新黄金期:</strong> 25年新股平均首日涨幅349.98%，四季度为发行密度、公司质量、估值差最优窗口。</li>
</ul>
</div>
</div>
<div class="collapse collapse-arrow join-item border border-base-300/20 bg-base-100/10">
<input type="radio" name="my-accordion-4" />
<div class="collapse-title text-xl font-medium font-orbitron">
券商研报精要
</div>
<div class="collapse-content">
<ul class="list-disc pl-5 space-y-2 text-slate-300">
<li><strong>东吴证券:</strong> 坚定看好配置机遇，推荐TMT、汽车、化工等板块绩优个股，并看好固态电池板块弹性。个股方面，看好路斯股份（宠物食品唯一标的）等。</li>
<li><strong>浙商证券:</strong> 强调北交所是行情中极具弹性的板块，建议紧抓反弹窗口，关注建邦科技、五新隧装等。</li>
<li><strong>申万证券:</strong> 重点关注同力股份，理由包括业绩超预期、低PE、新能源化转型等。</li>
<li><strong>开源证券:</strong> 详细分析海达尔，指出其已为腾讯、阿里提供液冷/超重型滑轨，预计2026年开始贡献销售。</li>
<li><strong>风险提示汇总:</strong> 政策效果不达预期、流动性风险、企业盈利不及预期、市场情绪波动。</li>
</ul>
</div>
</div>
<div class="collapse collapse-arrow join-item border border-base-300/20 bg-base-100/10">
<input type="radio" name="my-accordion-4" />
<div class="collapse-title text-xl font-medium font-orbitron">
涨幅异动个股分析
</div>
<div class="collapse-content">
<div class="join join-vertical w-full">
<div class="collapse collapse-arrow join-item border-base-300/20">
<input type="radio" name="rise-analysis-accordion" />
<div class="collapse-title font-medium">N鼎佳(920005) 上市首日大涨479.12%</div>
<div class="collapse-content prose prose-invert max-w-none prose-sm">
<p>上涨原因为北交所新股市场整体火爆、公司自身作为消费电子"小巨人"的质地优势、市场情绪高涨、资金面充裕以及政策环境支持等多重因素共同作用的结果。</p>
</div>
</div>
<div class="collapse collapse-arrow join-item border-base-300/20">
<input type="radio" name="rise-analysis-accordion" />
<div class="collapse-title font-medium">N北矿(920160) 单日暴涨295.52%</div>
<div class="collapse-content prose prose-invert max-w-none prose-sm">
<p>核心结论：暴涨并非源于基本面，而是一次由新股上市效应、北交所市场特性、锂矿板块狂热情绪三者叠加共振引发的短期投机性行情。其公司名称“北矿检测”中的“矿”字，在当时市场狂热追捧锂矿概念的背景下，成为了绝佳的炒作由头。</p>
</div>
</div>
<div class="collapse collapse-arrow join-item border-base-300/20">
<input type="radio" name="rise-analysis-accordion" />
<div class="collapse-title font-medium">鲁信创投(600783) 涨停10.0%</div>
<div class="collapse-content prose prose-invert max-w-none prose-sm">
<p>核心结论：北交所并购新规+山东鼓励并购退出双政策落地，鲁信创投因“退出通道瞬间翻倍+收益直接并表”被资金抢筹，一字涨停。</p>
</div>
</div>
</div>
</div>
</div>
</div>
</section>
<!-- Associated Stocks Table -->
<section class="glass-card p-6 md:p-10 space-y-8">
<h2 class="text-3xl font-orbitron glow-text text-cyan-300 border-b border-cyan-500/20 pb-4">核心关联标的</h2>
<div class="overflow-x-auto">
<table class="table">
<thead>
<tr>
<th class="px-6 py-4 text-left">股票名称</th>
<th class="px-6 py-4 text-left">分类</th>
<th class="px-6 py-4 text-left">行业</th>
<th class="px-6 py-4 text-left">项目</th>
<th class="px-6 py-4 text-left">产业链</th>
<th class="px-6 py-4 text-left">关联原因</th>
<th>股票名称</th>
<th>股票代码</th>
<th>关联原因</th>
<th>其他标签</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200">
<!-- 光伏产业链 -->
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">隆基绿能</td>
<td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
<td class="px-6 py-4">光伏设备</td>
<td class="px-6 py-4">高效电池</td>
<td class="px-6 py-4">单晶硅</td>
<td class="px-6 py-4 text-sm text-gray-600">光伏龙头，单晶硅技术领先</td>
</tr>
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">通威股份</td>
<td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
<td class="px-6 py-4">光伏设备</td>
<td class="px-6 py-4">硅料</td>
<td class="px-6 py-4">硅料</td>
<td class="px-6 py-4 text-sm text-gray-600">全球硅料龙头</td>
</tr>
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">晶澳科技</td>
<td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
<td class="px-6 py-4">光伏设备</td>
<td class="px-6 py-4">组件</td>
<td class="px-6 py-4">组件</td>
<td class="px-6 py-4 text-sm text-gray-600">全球组件领先企业</td>
</tr>
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">福斯特</td>
<td class="px-6 py-4"><span class="badge bg-green-100 text-green-800 px-2 py-1 rounded">光伏</span></td>
<td class="px-6 py-4">光伏设备</td>
<td class="px-6 py-4">胶膜</td>
<td class="px-6 py-4">胶膜</td>
<td class="px-6 py-4 text-sm text-gray-600">光伏胶膜绝对龙头</td>
</tr>
<tbody>
<!-- 半导体产业链 -->
<tr class="hover:bg-blue-50 transition-colors">
<td class="px-6 py-4 font-medium">韦尔股份</td>
<td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
<td class="px-6 py-4">半导体</td>
<td class="px-6 py-4">芯片设计</td>
<td class="px-6 py-4">图像传感器</td>
<td class="px-6 py-4 text-sm text-gray-600">CIS芯片设计龙头</td>
</tr>
<tr class="hover:bg-blue-50 transition-colors">
<td class="px-6 py-4 font-medium">中芯国际</td>
<td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
<td class="px-6 py-4">半导体</td>
<td class="px-6 py-4">晶圆代工</td>
<td class="px-6 py-4">晶圆代工</td>
<td class="px-6 py-4 text-sm text-gray-600">国内晶圆代工龙头</td>
</tr>
<tr class="hover:bg-blue-50 transition-colors">
<td class="px-6 py-4 font-medium">北方华创</td>
<td class="px-6 py-4"><span class="badge bg-blue-100 text-blue-800 px-2 py-1 rounded">半导体</span></td>
<td class="px-6 py-4">半导体</td>
<td class="px-6 py-4">设备</td>
<td class="px-6 py-4">设备</td>
<td class="px-6 py-4 text-sm text-gray-600">半导体设备平台型公司</td>
</tr>
<!-- AI产业链 -->
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">科大讯飞</td>
<td class="px-6 py-4"><span class="badge bg-purple-100 text-purple-800 px-2 py-1 rounded">AI</span></td>
<td class="px-6 py-4">人工智能</td>
<td class="px-6 py-4">语音识别</td>
<td class="px-6 py-4">语音识别</td>
<td class="px-6 py-4 text-sm text-gray-600">智能语音技术龙头</td>
</tr>
<tr class="hover:bg-purple-50 transition-colors">
<td class="px-6 py-4 font-medium">海康威视</td>
<td class="px-6 py-4"><span class="badge bg-purple-100 text-purple-800 px-2 py-1 rounded">AI</span></td>
<td class="px-6 py-4">人工智能</td>
<td class="px-6 py-4">计算机视觉</td>
<td class="px-6 py-4">计算机视觉</td>
<td class="px-6 py-4 text-sm text-gray-600">安防AI视觉龙头</td>
</tr>
<!-- 新能源车产业链 -->
<tr class="hover:bg-green-50 transition-colors">
<td class="px-6 py-4 font-medium">宁德时代</td>
<td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
<td class="px-6 py-4">动力电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4 text-sm text-gray-600">全球动力电池绝对龙头</td>
</tr>
<tr class="hover:bg-green-50 transition-colors">
<td class="px-6 py-4 font-medium">比亚迪</td>
<td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
<td class="px-6 py-4">动力电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4 text-sm text-gray-600">新能源汽车垂直整合龙头</td>
</tr>
<tr class="hover:bg-green-50 transition-colors">
<td class="px-6 py-4 font-medium">亿纬锂能</td>
<td class="px-6 py-4"><span class="badge bg-orange-100 text-orange-800 px-2 py-1 rounded">新能源车</span></td>
<td class="px-6 py-4">动力电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4">锂电池</td>
<td class="px-6 py-4 text-sm text-gray-600">消费+动力电池平台</td>
</tr>
<!-- 工业机器人 -->
<tr class="hover:bg-indigo-50 transition-colors">
<td class="px-6 py-4 font-medium">汇川技术</td>
<td class="px-6 py-4"><span class="badge bg-indigo-100 text-indigo-800 px-2 py-1 rounded">工业机器人</span></td>
<td class="px-6 py-4">自动化设备</td>
<td class="px-6 py-4">工业机器人</td>
<td class="px-6 py-4">工业机器人</td>
<td class="px-6 py-4 text-sm text-gray-600">工业自动化龙头</td>
</tr>
<tr class="hover:bg-indigo-50 transition-colors">
<td class="px-6 py-4 font-medium">埃斯顿</td>
<td class="px-6 py-4"><span class="badge bg-indigo-100 text-indigo-800 px-2 py-1 rounded">工业机器人</span></td>
<td class="px-6 py-4">自动化设备</td>
<td class="px-6 py-4">工业机器人</td>
<td class="px-6 py-4">工业机器人</td>
<td class="px-6 py-4 text-sm text-gray-600">国产机器人龙头</td>
</tr>
<tr><td>曙光数创</td><td><a href='https://valuefrontier.cn/company?scode=920808' target='_blank' class='link link-hover text-cyan-400'>920808</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>液冷/散热</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>人工智能</div></td></tr>
<tr><td>机科股份</td><td><a href='https://valuefrontier.cn/company?scode=920579' target='_blank' class='link link-hover text-cyan-400'>920579</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>本体/集成</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>机器人</div></td></tr>
<tr><td>富士达</td><td><a href='https://valuefrontier.cn/company?scode=920640' target='_blank' class='link link-hover text-cyan-400'>920640</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>量子科技</div> <div class='badge badge-secondary badge-outline'>航空航天</div> <div class='badge badge-accent badge-outline'>华为产业链</div></td><td><div class='badge badge-ghost'>国资</div></td></tr>
<tr><td>中纺标</td><td><a href='https://valuefrontier.cn/company?scode=920122' target='_blank' class='link link-hover text-cyan-400'>920122</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>社会服务</div></td><td><div class='badge badge-ghost'>国资</div></td></tr>
<tr><td>天力复合</td><td><a href='https://valuefrontier.cn/company?scode=920576' target='_blank' class='link link-hover text-cyan-400'>920576</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>航空航天</div> <div class='badge badge-accent badge-outline'>氢能源</div> <div class='badge badge-accent badge-outline'>核电</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>吉林碳谷</td><td><a href='https://valuefrontier.cn/company?scode=920077' target='_blank' class='link link-hover text-cyan-400'>920077</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>航空航天</div> <div class='badge badge-accent badge-outline'>风电</div> <div class='badge badge-accent badge-outline'>氢能源</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>机构研报</div><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>微创光电</td><td><a href='https://valuefrontier.cn/company?scode=920198' target='_blank' class='link link-hover text-cyan-400'>920198</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>行业信息化</div></td><td><div class='badge badge-ghost'>国资</div></td></tr>
<tr><td>秋乐种业</td><td><a href='https://valuefrontier.cn/company?scode=920087' target='_blank' class='link link-hover text-cyan-400'>920087</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>农林牧渔</div></td><td><div class='badge badge-ghost'>国资</div></td></tr>
<tr><td>硅烷科技</td><td><a href='https://valuefrontier.cn/company?scode=920402' target='_blank' class='link link-hover text-cyan-400'>920402</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>材料</div> <div class='badge badge-accent badge-outline'>光伏</div> <div class='badge badge-accent badge-outline'>氢能源</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>半导体</div><div class='badge badge-ghost'>机构研报</div><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>华原股份</td><td><a href='https://valuefrontier.cn/company?scode=920837' target='_blank' class='link link-hover text-cyan-400'>920837</a></td><td><div class='badge badge-primary badge-outline'>央属</div> <div class='badge badge-secondary badge-outline'>柴发</div> <div class='badge badge-accent badge-outline'>传统动力</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>人工智能</div><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>苏轴股份</td><td><a href='https://valuefrontier.cn/company?scode=920418' target='_blank' class='link link-hover text-cyan-400'>920418</a></td><td><div class='badge badge-primary badge-outline'>市属</div> <div class='badge badge-secondary badge-outline'>轴承类</div> <div class='badge badge-accent badge-outline'>电动化</div> <div class='badge badge-accent badge-outline'>电器系统</div> <div class='badge badge-accent badge-outline'>底盘系统</div> <div class='badge badge-accent badge-outline'>传统动力</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>机器人</div><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>森萱医药</td><td><a href='https://valuefrontier.cn/company?scode=920946' target='_blank' class='link link-hover text-cyan-400'>920946</a></td><td><div class='badge badge-primary badge-outline'>市属</div> <div class='badge badge-secondary badge-outline'>化学制药</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>医药</div></td></tr>
<tr><td>中科美菱</td><td><a href='https://valuefrontier.cn/company?scode=920992' target='_blank' class='link link-hover text-cyan-400'>920992</a></td><td><div class='badge badge-primary badge-outline'>市属</div> <div class='badge badge-secondary badge-outline'>医疗器械</div> <div class='badge badge-accent badge-outline'>科研设备</div></td><td><div class='badge badge-ghost'>国资</div><div class='badge badge-ghost'>医药</div></td></tr>
<tr><td>民士达</td><td><a href='https://valuefrontier.cn/company?scode=920394' target='_blank' class='link link-hover text-cyan-400'>920394</a></td><td><div class='badge badge-primary badge-outline'>市属</div> <div class='badge badge-secondary badge-outline'>航空航天</div> <div class='badge badge-accent badge-outline'>低空经济</div></td><td><div class='badge badge-ghost'>国资</div></td></tr>
<tr><td>凯德石英</td><td><a href='https://valuefrontier.cn/company?scode=920179' target='_blank' class='link link-hover text-cyan-400'>920179</a></td><td><div class='badge badge-primary badge-outline'>材料</div></td><td><div class='badge badge-ghost'>半导体</div></td></tr>
<tr><td>连城数控</td><td><a href='https://valuefrontier.cn/company?scode=920368' target='_blank' class='link link-hover text-cyan-400'>920368</a></td><td><div class='badge badge-primary badge-outline'>设备</div> <div class='badge badge-secondary badge-outline'>光伏</div></td><td><div class='badge badge-ghost'>半导体</div><div class='badge badge-ghost'>机构研报</div></td></tr>
<tr><td>利通科技</td><td><a href='https://valuefrontier.cn/company?scode=920225' target='_blank' class='link link-hover text-cyan-400'>920225</a></td><td><div class='badge badge-primary badge-outline'>液冷/散热</div> <div class='badge badge-secondary badge-outline'>氢能源</div> <div class='badge badge-accent badge-outline'>核电</div> <div class='badge badge-accent badge-outline'>石油</div></td><td><div class='badge badge-ghost'>人工智能</div><div class='badge badge-ghost'>新能源</div><div class='badge badge-ghost'>传统能源</div></td></tr>
<tr><td>并行科技</td><td><a href='https://valuefrontier.cn/company?scode=920493' target='_blank' class='link link-hover text-cyan-400'>920493</a></td><td><div class='badge badge-primary badge-outline'>算力云</div></td><td><div class='badge badge-ghost'>人工智能</div></td></tr>
<tr><td>海达尔</td><td><a href='https://valuefrontier.cn/company?scode=920699' target='_blank' class='link link-hover text-cyan-400'>920699</a></td><td><div class='badge badge-primary badge-outline'>服务器滑轨</div> <div class='badge badge-secondary badge-outline'>丝杠/导轨</div> <div class='badge badge-accent badge-outline'>华为产业链</div></td><td><div class='badge badge-ghost'>人工智能</div><div class='badge badge-ghost'>机器人</div></td></tr>
<tr><td>艾融软件</td><td><a href='https://valuefrontier.cn/company?scode=920799' target='_blank' class='link link-hover text-cyan-400'>920799</a></td><td><div class='badge badge-primary badge-outline'>解决方案</div> <div class='badge badge-secondary badge-outline'>量子科技</div> <div class='badge badge-accent badge-outline'>信创</div></td><td><div class='badge badge-ghost'>人工智能</div></td></tr>
<tr><td>视声智能</td><td><a href='https://valuefrontier.cn/company?scode=920976' target='_blank' class='link link-hover text-cyan-400'>920976</a></td><td><div class='badge badge-primary badge-outline'>应用</div> <div class='badge badge-secondary badge-outline'>行业信息化</div></td><td><div class='badge badge-ghost'>人工智能</div></td></tr>
<tr><td>丰光精密</td><td><a href='https://valuefrontier.cn/company?scode=920510' target='_blank' class='link link-hover text-cyan-400'>920510</a></td><td><div class='badge badge-primary badge-outline'>减速器/齿轮</div> <div class='badge badge-secondary badge-outline'>精密零件</div> <div class='badge badge-accent badge-outline'>模具</div> <div class='badge badge-accent badge-outline'>传统动力</div></td><td><div class='badge badge-ghost'>机器人</div><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>万通液压</td><td><a href='https://valuefrontier.cn/company?scode=920839' target='_blank' class='link link-hover text-cyan-400'>920839</a></td><td><div class='badge badge-primary badge-outline'>丝杠/导轨</div> <div class='badge badge-secondary badge-outline'>航空航天</div> <div class='badge badge-accent badge-outline'>煤炭</div></td><td><div class='badge badge-ghost'>机器人</div><div class='badge badge-ghost'>传统能源</div></td></tr>
<tr><td>奥迪威</td><td><a href='https://valuefrontier.cn/company?scode=920491' target='_blank' class='link link-hover text-cyan-400'>920491</a></td><td><div class='badge badge-primary badge-outline'>传感器</div> <div class='badge badge-secondary badge-outline'>低空经济</div> <div class='badge badge-accent badge-outline'>电器系统</div></td><td><div class='badge badge-ghost'>机器人</div><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>纳科诺尔</td><td><a href='https://valuefrontier.cn/company?scode=920522' target='_blank' class='link link-hover text-cyan-400'>920522</a></td><td><div class='badge badge-primary badge-outline'>锂电</div> <div class='badge badge-secondary badge-outline'>固态电池</div></td><td><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>贝特瑞</td><td><a href='https://valuefrontier.cn/company?scode=920185' target='_blank' class='link link-hover text-cyan-400'>920185</a></td><td><div class='badge badge-primary badge-outline'>锂电</div> <div class='badge badge-secondary badge-outline'>固态电池</div></td><td><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>德瑞锂电</td><td><a href='https://valuefrontier.cn/company?scode=920523' target='_blank' class='link link-hover text-cyan-400'>920523</a></td><td><div class='badge badge-primary badge-outline'>锂电</div></td><td><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>灵鸽科技</td><td><a href='https://valuefrontier.cn/company?scode=920284' target='_blank' class='link link-hover text-cyan-400'>920284</a></td><td><div class='badge badge-primary badge-outline'>固态电池</div></td><td><div class='badge badge-ghost'>新能源</div></td></tr>
<tr><td>明阳科技</td><td><a href='https://valuefrontier.cn/company?scode=920663' target='_blank' class='link link-hover text-cyan-400'>920663</a></td><td><div class='badge badge-primary badge-outline'>轴承类</div> <div class='badge badge-secondary badge-outline'>PEEK</div> <div class='badge badge-accent badge-outline'>饰件</div></td><td><div class='badge badge-ghost'>机器人</div><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>科润智控</td><td><a href='https://valuefrontier.cn/company?scode=920062' target='_blank' class='link link-hover text-cyan-400'>920062</a></td><td><div class='badge badge-primary badge-outline'>充电设施</div></td><td><div class='badge badge-ghost'>汽车</div></td></tr>
<tr><td>同力股份</td><td><a href='https://valuefrontier.cn/company?scode=920599' target='_blank' class='link link-hover text-cyan-400'>920599</a></td><td><div class='badge badge-primary badge-outline'>特种车</div> <div class='badge badge-secondary badge-outline'>煤炭</div></td><td><div class='badge badge-ghost'>汽车</div><div class='badge badge-ghost'>传统能源</div></td></tr>
<tr><td>康乐卫士</td><td><a href='https://valuefrontier.cn/company?scode=920575' target='_blank' class='link link-hover text-cyan-400'>920575</a></td><td><div class='badge badge-primary badge-outline'>生物制品</div></td><td><div class='badge badge-ghost'>医药</div></td></tr>
<tr><td>锦波生物</td><td><a href='https://valuefrontier.cn/company?scode=920982' target='_blank' class='link link-hover text-cyan-400'>920982</a></td><td><div class='badge badge-primary badge-outline'>生物制品</div></td><td><div class='badge badge-ghost'>医药</div></td></tr>
<tr><td>德源药业</td><td><a href='https://valuefrontier.cn/company?scode=920735' target='_blank' class='link link-hover text-cyan-400'>920735</a></td><td><div class='badge badge-primary badge-outline'>化学制药</div></td><td><div class='badge badge-ghost'>医药</div></td></tr>
<tr><td>康比特</td><td><a href='https://valuefrontier.cn/company?scode=920429' target='_blank' class='link link-hover text-cyan-400'>920429</a></td><td><div class='badge badge-primary badge-outline'>食品饮料</div></td><td><div class='badge badge-ghost'>消费</div></td></tr>
<tr><td>路斯股份</td><td><a href='https://valuefrontier.cn/company?scode=920419' target='_blank' class='link link-hover text-cyan-400'>920419</a></td><td><div class='badge badge-primary badge-outline'>动保</div></td><td><div class='badge badge-ghost'>消费</div></td></tr>
</tbody>
</table>
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</div>
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</section>
<!-- Investment Strategy -->
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<li class="text-sm text-blue-600 font-medium">代表：凯德石英、佳合科技</li>
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<div>
<h3 class="font-semibold text-lg mb-3 text-red-700">市场波动风险</h3>
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{ name: '总市值(亿元)', type: 'line', yAxisIndex: 1, data: [7000, 8687], smooth: true, itemStyle: { color: '#8884d8' } }
]
});
// Index Chart
var indexChart = echarts.init(document.getElementById('index-chart'), 'dark');
indexChart.setOption({
backgroundColor: 'transparent',
tooltip: { trigger: 'axis' },
legend: { data: ['北证50', '其他主流指数'], textStyle: { color: '#a8b2d1' } },
grid: { left: '3%', right: '4%', bottom: '3%', containLabel: true },
xAxis: { type: 'category', boundaryGap: false, data: ['24年初', '24年中', '24年底', '25年中'], axisLabel: { color: '#a8b2d1' } },
yAxis: { type: 'value', name: '相对涨幅', splitLine: { lineStyle: { color: 'rgba(255,255,255,0.1)' } }, axisLabel: { color: '#a8b2d1' } },
series: [
{
name: '北证50',
type: 'line',
stack: 'Total',
smooth: true,
areaStyle: {
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
{ offset: 0, color: 'rgba(255, 0, 150, 0.5)' },
{ offset: 1, color: 'rgba(255, 0, 150, 0)' }
])
},
data: [0, 50, 100, 136.79],
itemStyle: { color: '#ff0096' },
emphasis: { focus: 'series' }
},
{
name: '其他主流指数',
type: 'line',
stack: 'Total',
smooth: true,
areaStyle: {
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
{ offset: 0, color: 'rgba(0, 191, 255, 0.5)' },
{ offset: 1, color: 'rgba(0, 191, 255, 0)' }
])
},
data: [0, 5, -5, 10],
itemStyle: { color: '#00bfff' },
emphasis: { focus: 'series' }
}
]
});
window.addEventListener('resize', function () {
peChart.resize();
marketCapChart.resize();
indexChart.resize();
});
});
</script>
</body>
</html>