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<!DOCTYPE html>
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>深度行研:外贸出口概念</title>
<script src="https://cdn.tailwindcss.com"></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=Roboto+Mono:wght@300;400;500&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', sans-serif;
background-color: #020024;
overflow-x: hidden;
}
.font-mono-custom {
font-family: 'Roboto Mono', monospace;
}
.glass-card {
background: rgba(14, 18, 39, 0.4);
backdrop-filter: blur(20px);
-webkit-backdrop-filter: blur(20px);
border-radius: 2rem;
border: 1px solid rgba(255, 255, 255, 0.1);
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.37);
transition: all 0.3s ease;
}
.glass-card:hover {
transform: translateY(-5px);
box-shadow: 0 12px 40px 0 rgba(31, 38, 135, 0.5);
}
.bento-grid {
display: grid;
gap: 1.5rem;
grid-template-columns: repeat(6, 1fr);
grid-auto-rows: minmax(100px, auto);
}
.bento-item {
padding: 1.5rem;
}
@media (max-width: 1024px) {
.bento-grid {
grid-template-columns: repeat(2, 1fr);
}
}
.bento-item-1 { grid-column: span 2; grid-row: span 2; }
.bento-item-2 { grid-column: span 2; }
.bento-item-3 { grid-column: span 2; }
.bento-item-4 { grid-column: span 3; }
.bento-item-5 { grid-column: span 3; }
.bento-item-6 { grid-column: span 6; }
.turrell-glow-border {
position: relative;
z-index: 1;
}
.turrell-glow-border::before {
content: '';
position: absolute;
top: -2px; left: -2px;
right: -2px; bottom: -2px;
background: linear-gradient(135deg, #00c6ff, #0072ff, #f09, #ff0);
background-size: 400% 400%;
border-radius: calc(2rem + 2px);
z-index: -1;
filter: blur(15px);
animation: glowing 20s linear infinite;
}
@keyframes glowing {
0% { background-position: 0% 50%; }
50% { background-position: 100% 50%; }
100% { background-position: 0% 50%; }
}
.animated-bg {
background: linear-gradient(-45deg, #020024, #090979, #00d4ff, #23d5ab);
background-size: 400% 400%;
animation: gradient 15s ease infinite;
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
z-index: -10;
}
@keyframes gradient {
0% { background-position: 0% 50%; }
50% { background-position: 100% 50%; }
100% { background-position: 0% 50%; }
}
.tab-lift {
transition: all 0.3s ease;
}
.tab-active {
transform: translateY(-5px) scale(1.05);
box-shadow: 0 4px 20px rgba(0, 212, 255, 0.4);
}
.echarts-container {
width: 100%;
height: 400px;
}
.table th, .table td {
border-color: rgba(255, 255, 255, 0.1) !important;
}
</style>
</head>
<body class="text-gray-200 antialiased">
<div class="animated-bg"></div>
<div class="container mx-auto p-4 md:p-8 lg:p-12">
<!-- Header -->
<header class="text-center mb-16">
<h1 class="text-5xl md:text-7xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-cyan-400 via-blue-500 to-purple-500 pb-2 mb-4 font-mono-custom">
概念深度解析:外贸出口
</h1>
<p class="text-lg text-gray-400 max-w-3xl mx-auto">
北京价值前沿科技有限公司 AI投研agent“价小前投研” 呈现。本报告为AI合成数据投资需谨慎。
</p>
</header>
<!-- Bento Grid Highlights -->
<section class="mb-16">
<h2 class="text-3xl font-bold mb-8 text-center text-cyan-300">核心数据概览</h2>
<div class="bento-grid">
<div class="glass-card bento-item bento-item-1 flex flex-col justify-center items-center">
<div class="text-cyan-400 text-lg font-semibold mb-2">宏观韧性</div>
<div class="font-bold text-5xl text-white">22.12万亿</div>
<div class="text-gray-400 mt-2">前10个月出口总额</div>
<div class="badge badge-success badge-outline mt-3">+6.2% 同比增长</div>
</div>
<div class="glass-card bento-item bento-item-2 flex flex-col justify-center">
<div class="text-purple-400 text-lg font-semibold mb-2">结构升级</div>
<div class="font-bold text-4xl text-white">"新三样" 破万亿</div>
<div class="text-gray-400 mt-1">电动汽车、锂电池、太阳能电池出口额</div>
<div class="badge badge-accent badge-outline mt-2">+29.9% 同比增长</div>
</div>
<div class="glass-card bento-item bento-item-3 flex flex-col justify-center">
<div class="text-yellow-400 text-lg font-semibold mb-2">市场多元化</div>
<div class="font-bold text-4xl text-white">东方不亮西方亮</div>
<div class="text-gray-400 mt-1">对非美出口增量是对美减量<span class="text-2xl font-bold text-white mx-1">20倍</span></div>
</div>
<div class="glass-card bento-item bento-item-4 flex flex-col justify-center">
<div id="exportStructureChart" class="echarts-container"></div>
</div>
<div class="glass-card bento-item bento-item-5 flex flex-col justify-center">
<div id="regionalExportChart" class="echarts-container"></div>
</div>
<div class="glass-card bento-item bento-item-6 flex flex-col justify-center items-center">
<div class="text-fuchsia-400 text-lg font-semibold mb-2">产业爆发点</div>
<div class="font-bold text-4xl text-white">汽车出口创纪录</div>
<div class="text-gray-400 mt-1">上海南港5月出口7.2万辆,国产品牌<span class="text-2xl font-bold text-white mx-1">+465%</span>同比增长</div>
</div>
</div>
</section>
<!-- Insight Section -->
<section class="space-y-12 mb-16">
<div class="glass-card turrell-glow-border p-8 md:p-10">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">核心观点摘要</h2>
<p class="text-lg leading-relaxed text-gray-300">
“外贸出口”概念正经历一场深刻的结构性重塑已从依赖全球经济同步复苏的“Beta”行情演变为由<strong class="text-cyan-400">产业竞争力</strong><strong class="text-purple-400">市场多元化</strong>双轮驱动的“Alpha”行情。其核心驱动力是中国凭借完备产业链在全球的供给优势以及向“一带一路”等新兴市场成功的战略转移这有效对冲了与部分发达国家的贸易摩擦。未来该概念的潜力将更多体现在<strong class="text-yellow-400">高附加值产品(新三样、高端装备、军工)的价值重估</strong><strong class="text-green-400">具备强大海外渠道拓展能力的企业</strong>上,而非总量的简单增长。
</p>
</div>
<div class="grid grid-cols-1 lg:grid-cols-2 gap-12">
<div class="glass-card p-8 md:p-10">
<h2 class="text-2xl font-bold mb-6 text-cyan-300">核心驱动力分析</h2>
<ul class="space-y-4 text-gray-300">
<li class="flex items-start">
<svg class="w-6 h-6 text-cyan-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M12 6V3m0 18v-3M5.636 5.636l1.414 1.414m10.304 10.304l-1.414-1.414M18.364 5.636l-1.414 1.414M7.05 18.364l-1.414-1.414"></path></svg>
<div><strong class="text-white">供给侧的绝对优势:</strong> 产业链完备带来的高性价比是根本,提供稳定、可靠且具成本优势的产品,稳住订单基本盘。</div>
</li>
<li class="flex items-start">
<svg class="w-6 h-6 text-purple-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3.055 11H5a2 2 0 012 2v1a2 2 0 002 2h1a2 2 0 002-2v-1a2 2 0 012-2h1.945M7.707 4.293l.071.071M16.293 4.293l-.071.071M12 21l-1-1 1-1 1 1-1 1zM4 11h16M4 11a2 2 0 01-2-2V7a2 2 0 012-2h16a2 2 0 012 2v2a2 2 0 01-2 2"></path></svg>
<div><strong class="text-white">需求侧的战略再平衡:</strong> 市场多元化是对冲地缘政治风险的核心策略。对美出口下滑被对东盟、拉美等新兴市场的强劲增长所弥补。</div>
</li>
<li class="flex items-start">
<svg class="w-6 h-6 text-yellow-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6"></path></svg>
<div><strong class="text-white">产品结构的持续升级:</strong> 从“以量取胜”到“中国智造”, “新三样”、高端装备、汽车等高附加值产品贡献显著增长。</div>
</li>
<li class="flex items-start">
<svg class="w-6 h-6 text-green-400 mr-3 mt-1 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 20l4-16m4 4l4 4-4 4M6 16l-4-4 4-4"></path></svg>
<div><strong class="text-white">新业态的模式创新:</strong> 跨境电商比重快速提升,通过数字化手段降低交易成本,提升效率。</div>
</li>
</ul>
</div>
<div class="glass-card p-8 md:p-10">
<h2 class="text-2xl font-bold mb-6 text-cyan-300">预期差分析</h2>
<ul class="space-y-4 text-gray-300">
<li class="p-4 bg-gray-900/30 rounded-xl">
<strong class="text-white block mb-1">对冲的有效性:</strong> 市场普遍过度放大中美贸易摩擦负面影响而低估了通过“转口贸易”和“市场替代”的实际效果。4月对美出口锐减21%背景下总出口依然增长8.1%背后是对东盟20.8%的高增长支撑。
</li>
<li class="p-4 bg-gray-900/30 rounded-xl">
<strong class="text-white block mb-1">从“总量”到“结构”:</strong> 市场习惯于用宏观总额判断景气度但真正机会在结构分化。宝钛股份“国内两降外贸一升”是最佳例证拥有核心技术的Alpha型公司挖掘尚不充分。
</li>
<li class="p-4 bg-gray-900/30 rounded-xl">
<strong class="text-white block mb-1">对“软实力”建设:</strong> 江山欧派在沙特设子公司强化“本地化服务”,小商品城提供一站式出海服务等构建海外生态的“软实力”投入,其长期价值和壁垒可能被市场低估。
</li>
</ul>
</div>
</div>
<div class="glass-card p-8 md:p-10">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">产业链图谱与核心公司剖析</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
<div>
<h3 class="text-xl font-semibold text-purple-400 mb-3 border-b border-purple-400/30 pb-2">领导者 (高价值转型)</h3>
<p class="font-bold text-white">宝钛股份 & 高德红外</p>
<p class="text-sm text-gray-400 mt-2">代表中国出口最高技术水平,切入全球尖端供应链(航空、军工),壁垒极高,逻辑硬核纯粹。风险在于高度依赖少数大客户。</p>
</div>
<div>
<h3 class="text-xl font-semibold text-yellow-400 mb-3 border-b border-yellow-400/30 pb-2">追赶者 (渠道深耕)</h3>
<p class="font-bold text-white">江山欧派</p>
<p class="text-sm text-gray-400 mt-2">核心竞争力在于极致的海外渠道拓展和本地化服务能力,实现低基数上翻倍增长,业绩已开始兑现。风险在于利润率受竞争压制。</p>
</div>
<div>
<h3 class="text-xl font-semibold text-green-400 mb-3 border-b border-green-400/30 pb-2">生态赋能者 (平台服务)</h3>
<p class="font-bold text-white">小商品城 & 焦点科技</p>
<p class="text-sm text-gray-400 mt-2">为外贸企业“修路搭桥”,是整个外贸生态的“卖水人”,增长与中小民营企业出海需求高度相关。风险在于同业竞争和模式迭代。</p>
</div>
</div>
</div>
<div class="glass-card p-8 md:p-10">
<h2 class="text-3xl font-bold mb-6 text-cyan-300">潜在风险与挑战</h2>
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
<div class="p-4 border border-red-500/30 rounded-2xl bg-red-900/20">
<h4 class="font-bold text-red-400">政策与竞争风险</h4>
<p class="text-sm text-gray-300 mt-2">美国关税政策及贸易壁垒是最大风险源,特别是对跨境电商小额免税政策的调整。转口贸易监管加强亦是挑战。</p>
</div>
<div class="p-4 border border-yellow-500/30 rounded-2xl bg-yellow-900/20">
<h4 class="font-bold text-yellow-400">商业化风险</h4>
<p class="text-sm text-gray-300 mt-2">利润侵蚀风险。海外市场竞争加剧,出口呈“以价换量”趋势,若海运费等成本上涨,将严重影响企业盈利。</p>
</div>
<div class="p-4 border border-blue-500/30 rounded-2xl bg-blue-900/20">
<h4 class="font-bold text-blue-400">技术风险</h4>
<p class="text-sm text-gray-300 mt-2">高端装备出口需持续技术领先。传统产业面临被东南亚等更低成本地区替代的风险。</p>
</div>
<div class="p-4 border border-gray-500/30 rounded-2xl bg-gray-900/20">
<h4 class="font-bold text-gray-400">信息交叉验证风险</h4>
<p class="text-sm text-gray-300 mt-2">宏观高景气与微观企业受挫的矛盾(如汽车出口 vs 辽港股份)。宏观数据无法完全代表微观实际,需警惕。</p>
</div>
</div>
</div>
</section>
<!-- Supporting Data Tabs -->
<section class="mb-16" x-data="{ tab: 'news' }">
<h2 class="text-3xl font-bold mb-8 text-center text-cyan-300">源数据深度挖掘</h2>
<div class="tabs justify-center gap-4 mb-8">
<a class="tab tab-lg tab-lift text-lg" :class="{ 'tab-active bg-cyan-600 text-white': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据</a>
<a class="tab tab-lg tab-lift text-lg" :class="{ 'tab-active bg-purple-600 text-white': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
<a class="tab tab-lg tab-lift text-lg" :class="{ 'tab-active bg-yellow-600 text-white': tab === 'report' }" @click.prevent="tab = 'report'">研报精粹</a>
</div>
<div x-show="tab === 'news'" class="glass-card p-8 md:p-10 space-y-6">
<h3 class="text-2xl font-bold text-cyan-400">新闻数据摘要</h3>
<div class="prose prose-invert max-w-none text-gray-300">
<h4>宏观数据与总体趋势</h4>
<ul>
<li><strong>人民时评:</strong> 前10个月出口22.12万亿元同比增长6.2%。中国出口逆势增长,展现经济韧性。</li>
<li><strong>贸促系统数据:</strong> 8月签发证书同比增长3.28%与出口同比增长8.7%态势一致。</li>
<li><strong>中美贸易:</strong> 4月对美出口减21%情况下总出口增8.1%对非美出口增13%。</li>
</ul>
<h4>地方外贸数据</h4>
<ul>
<li><strong>浙江省:</strong> 上半年出口首次突破2万亿元对全国出口增长贡献率19.8%,居全国首位。</li>
<li><strong>上海市:</strong> 前5个月出口7873.8亿元增长11.5%。</li>
</ul>
<h4>重点行业与产品</h4>
<ul>
<li><strong>汽车及零部件:</strong> 天津港单船出口超4000辆创纪录上海南港5月出口7.2万辆同比增200.9%国产品牌增465%。出口汽车中40%为电动车。</li>
<li><strong>摩托车:</strong> 2024年出口总额88.31亿美元同比增长25.15%,再创历史新高。</li>
<li><strong>玩具:</strong> “AI+国风”推动新型玩具出口订单大增,部分企业订单已排产至明年一季度。</li>
<li><strong>军工军贸:</strong> 多家公司获批完整装备系统外贸出口立项,分析认为中国军工产品走向世界是高确定性、长周期事件。</li>
</ul>
<h4>政策与展望</h4>
<ul>
<li><strong>高层调研:</strong> 何立峰等领导密集调研外贸企业,强调加大支持力度,培育新优势。</li>
<li><strong>政策护航:</strong> 产业链完备、新兴市场开花、品质提升、数字化创新及政策支持是出口增长五大原因。</li>
</ul>
</div>
</div>
<div x-show="tab === 'roadshow'" class="glass-card p-8 md:p-10 space-y-6">
<h3 class="text-2xl font-bold text-purple-400">路演纪要摘要</h3>
<div class="prose prose-invert max-w-none text-gray-300">
<h4>江山欧派 (多场)</h4>
<ul>
<li><strong>业绩表现:</strong> 2025Q1外贸出口渠道增速近翻倍收入约4500万元。</li>
<li><strong>战略布局:</strong> 外贸出口与加盟服务为新增长引擎,重点布局中东(沙特设子公司)、东南亚、非洲等“一带一路”国家。</li>
<li><strong>风险应对:</strong> 核心市场非美国,当前关税扰动有限。</li>
</ul>
<h4>宝钛股份</h4>
<ul>
<li><strong>经营格局:</strong> 国内民品、军工“两降”外贸出口“一升”。出口7.3亿元(+20%)。</li>
<li><strong>市场细分:</strong> 出口主要由民用航空(波音/空客复苏和3C领域苹果及国产手机钛合金订单驱动。</li>
</ul>
<h4>跨境电商专题解读 (国信证券)</h4>
<ul>
<li><strong>核心风险:</strong> 美国800美元小额包裹免税政策可能调整或取消对直邮模式冲击较大。TikTok Shop可能被强制剥离。</li>
<li><strong>应对策略:</strong> 全球化布局(拓展新兴市场),利用海外仓模式(有税基优势),提升供应链效率。</li>
</ul>
<h4>其他公司</h4>
<ul>
<li><strong>双箭股份:</strong> 外贸出口是未来重点方向计划将出口占比提升至34%-40%。</li>
<li><strong>赞宇科技:</strong> 表面活性剂出口销量同比增长超60%。</li>
<li><strong>辽港股份:</strong> 汽车板块受外贸出口税务政策冲击,正积极拓展“一带一路”市场。</li>
</ul>
</div>
</div>
<div x-show="tab === 'report'" class="glass-card p-8 md:p-10 space-y-6">
<h3 class="text-2xl font-bold text-yellow-400">研报精粹摘要</h3>
<div class="prose prose-invert max-w-none text-gray-300">
<h4>整体趋势与结构</h4>
<ul>
<li><strong>2023年表现</strong> 出口23.77万亿元增长0.6%。民营企业出口增长6.3%占总值53.5%。</li>
<li><strong>“新三样”:</strong> 电动汽车、锂电池、太阳能电池出口额首破万亿增长29.9%。</li>
<li><strong>“一带一路”:</strong> 2024年1-5月对“一带一路”国家出口5185亿美元同比增长6.4%占总出口37%。</li>
</ul>
<h4>月度数据与成因分析</h4>
<ul>
<li><strong>2025年4月超预期</strong> 出口同比增8.1%远超预期。主因是通过对东盟同比增20.8%)的<strong class="text-white">转口贸易</strong>强劲支撑,有效规避了高额关税。</li>
<li><strong>2025年12月回升</strong> 出口增速录得10.7%。原因包括对美“抢出口”关税不确定性、全球制造业PMI回升等。</li>
</ul>
<h4>未来展望与风险</h4>
<ul>
<li><strong>短期韧性:</strong> 转口贸易延续及美国“抢进口”行为,将为上半年出口提供韧性。</li>
<li><strong>长期风险:</strong> 中美贸易谈判结果是关键。若谈判失败且加强转口审查,出口压力将加大。其他风险包括地缘政治、海外需求回落等。</li>
</ul>
</div>
</div>
</section>
<!-- Stock List -->
<section>
<h2 class="text-3xl font-bold mb-8 text-center text-cyan-300">相关概念股列表</h2>
<div class="glass-card overflow-x-auto p-4 md:p-6">
<table class="table table-zebra w-full font-mono-custom text-base">
<thead class="text-cyan-300 text-lg">
<tr>
<th>股票名称</th>
<th>股票代码</th>
<th>核心逻辑</th>
<th>细分领域</th>
</tr>
</thead>
<tbody>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>爱慕股份</td><td><a href="https://valuefrontier.cn/company?scode=603511" target="_blank" class="link link-hover text-blue-400">603511</a></td><td>外贸/出口</td><td>纺织</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>汇鸿集团</td><td>-</td><td>外贸/出口</td><td>纺织</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>汇洁股份</td><td><a href="https://valuefrontier.cn/company?scode=002763" target="_blank" class="link link-hover text-blue-400">002763</a></td><td>外贸/出口</td><td>纺织</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>龙头股份</td><td><a href="https://valuefrontier.cn/company?scode=600630" target="_blank" class="link link-hover text-blue-400">600630</a></td><td>外贸/出口</td><td>纺织</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>巨星科技</td><td><a href="https://valuefrontier.cn/company?scode=002444" target="_blank" class="link link-hover text-blue-400">002444</a></td><td>外贸/出口</td><td>工具/OPE龙头</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>涛涛车业</td><td><a href="https://valuefrontier.cn/company?scode=301345" target="_blank" class="link link-hover text-blue-400">301345</a></td><td>外贸/出口</td><td>两轮车/全地形车龙头</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>宗申动力</td><td><a href="https://valuefrontier.cn/company?scode=001696" target="_blank" class="link link-hover text-blue-400">001696</a></td><td>外贸/出口</td><td>两轮车/全地形车龙头</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>捷昌驱动</td><td><a href="https://valuefrontier.cn/company?scode=603583" target="_blank" class="link link-hover text-blue-400">603583</a></td><td>外贸/出口</td><td>办公家具龙头</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>哈尔斯</td><td><a href="https://valuefrontier.cn/company?scode=002615" target="_blank" class="link link-hover text-blue-400">002615</a></td><td>外贸/出口</td><td>轻工</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>恒林股份</td><td><a href="https://valuefrontier.cn/company?scode=603661" target="_blank" class="link link-hover text-blue-400">603661</a></td><td>外贸/出口</td><td>轻工</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>乐歌股份</td><td><a href="https://valuefrontier.cn/company?scode=300729" target="_blank" class="link link-hover text-blue-400">300729</a></td><td>外贸/出口</td><td>轻工</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>焦点科技</td><td><a href="https://valuefrontier.cn/company?scode=002315" target="_blank" class="link link-hover text-blue-400">002315</a></td><td>跨境电商平台/AI赋能</td><td>外贸服务</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>小商品城</td><td><a href="https://valuefrontier.cn/company?scode=600415" target="_blank" class="link link-hover text-blue-400">600415</a></td><td>市场+服务生态/品牌出海</td><td>外贸服务</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>雅艺科技</td><td><a href="https://valuefrontier.cn/company?scode=301113" target="_blank" class="link link-hover text-blue-400">301113</a></td><td>“出口链”板块联动</td><td>轻工</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>远大控股</td><td><a href="https://valuefrontier.cn/company?scode=000626" target="_blank" class="link link-hover text-blue-400">000626</a></td><td>出口退税/外贸复苏</td><td>贸易</td></tr>
<tr class="hover:bg-cyan-900/50 transition-colors"><td>中兵红箭</td><td><a href="https://valuefrontier.cn/company?scode=000519" target="_blank" class="link link-hover text-blue-400">000519</a></td><td>军贸出口/远火弹药</td><td>军工</td></tr>
</tbody>
</table>
</div>
</section>
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<footer class="text-center mt-16 text-gray-500 text-sm">
<p>由北京价值前沿科技有限公司 AI投研agent“价小前投研”生成。</p>
<p>本报告基于公开数据合成,不构成任何投资建议,市场有风险,投资需谨慎。</p>
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