update pay ui
This commit is contained in:
@@ -1,593 +1,450 @@
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<!DOCTYPE html>
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<html lang="zh-CN">
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>就业行业洞察报告</title>
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<!-- CSS Files -->
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS -->
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<!-- DaisyUI -->
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>概念深度研究：就业</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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:root {
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--primary: #4f46e5;
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--secondary: #06b6d4;
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}
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background-color: #f8fafc;
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background-image:
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radial-gradient(at 47% 33%, hsl(162.00, 77%, 40%) 0, transparent 59%),
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radial-gradient(at 82% 65%, hsl(218.00, 39%, 30%) 0, transparent 55%);
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #0c0a18;
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background-image:
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radial-gradient(circle at 15% 15%, rgba(100, 116, 139, 0.2) 0%, transparent 40%),
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radial-gradient(circle at 85% 75%, rgba(76, 29, 149, 0.25) 0%, transparent 50%);
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background-attachment: fixed;
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color: #e2e8f0;
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}
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.glass-card {
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background: rgba(23, 23, 40, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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transition: all 0.3s ease;
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}
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.glass-card:hover {
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box-shadow: 0 0 40px rgba(128, 90, 213, 0.2);
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border-color: rgba(128, 90, 213, 0.3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(12, 1fr);
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}
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.bento-item {
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grid-column: span 12;
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}
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@media (min-width: 1024px) {
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.bento-item-span-4 { grid-column: span 4; }
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.bento-item-span-6 { grid-column: span 6; }
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.bento-item-span-8 { grid-column: span 8; }
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.bento-item-span-12 { grid-column: span 12; }
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(192, 132, 252, 0.5), 0 0 20px rgba(128, 90, 213, 0.3);
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}
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.section-title {
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font-size: 1.875rem;
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font-weight: 700;
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letter-spacing: -0.025em;
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background: linear-gradient(90deg, #a78bfa, #c4b5fd);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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margin-bottom: 1.5rem;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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.table-custom thead th {
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background-color: rgba(128, 90, 213, 0.1);
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color: #d1d5db;
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border-bottom: 1px solid rgba(255, 255, 255, 0.2);
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.25);
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backdrop-filter: blur(10px);
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border-radius: 10px;
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border: 1px solid rgba(255, 255, 255, 0.18);
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.table-custom tbody tr {
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background-color: rgba(255, 255, 255, 0.03);
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transition: background-color 0.2s ease-in-out;
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}
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.timeline-dot {
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position: relative;
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.table-custom tbody tr:hover {
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background-color: rgba(128, 90, 213, 0.15);
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}
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.timeline-dot::before {
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content: '';
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position: absolute;
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top: 50%;
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left: -13px;
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width: 8px;
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height: 8px;
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border-radius: 50%;
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background-color: #4f46e5;
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transform: translateY(-50%);
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box-shadow: 0 0 0 3px rgba(79, 70, 229, 0.2);
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}
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.timeline-line {
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position: absolute;
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top: 0;
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bottom: 0;
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width: 1px;
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background-color: #e2e8f0;
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left: 10px;
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container table {
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min-width: 100%;
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}
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.highlight {
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background-color: rgba(79, 70, 229, 0.1);
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padding: 2px 4px;
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border-radius: 4px;
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font-weight: 500;
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.table-custom td, .table-custom th {
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padding: 1rem 1.5rem;
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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}
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</style>
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</head>
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<body class="min-h-screen p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<body class="min-h-screen">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="mb-12 text-center">
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<h1 class="text-3xl md:text-5xl font-bold text-white mb-4">就业行业洞察报告</h1>
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<p class="text-lg md:text-xl text-white/80 max-w-3xl mx-auto">
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政策驱动与结构性转型交汇点的就业市场分析与投资机会
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</p>
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<header class="text-center py-8 mb-8">
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<h1 class="text-5xl md:text-6xl font-bold glow-text tracking-tight">概念深度研究：就业</h1>
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<p class="mt-4 text-slate-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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</header>
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<!-- Executive Summary -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white p-4 rounded-lg shadow">
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<h3 class="font-semibold text-gray-700 mb-2">当前阶段</h3>
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<p class="text-gray-600">
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就业市场处于<span class="highlight">政策驱动与结构性转型</span>的交汇点，总量压力缓解但结构性矛盾突出（青年失业、灵活就业保障不足）。
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<main class="space-y-8">
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<!-- Insight Section -->
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<section class="glass-card p-6 md:p-8">
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<h2 class="section-title">核心观点与逻辑推演</h2>
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<div class="space-y-6 text-slate-300">
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<p class="text-lg bg-slate-800/50 p-4 rounded-xl border border-purple-500/20">
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“就业”概念已从周期性的宏观经济指标，升维为由国家顶层战略驱动、旨在解决深层次结构性矛盾的<strong class="text-violet-300">政策主题</strong>。其核心驱动力源于“保民生、稳社会”的政治底线与经济转型中“新质生产力”创造高质量岗位的迫切需求。未来潜力在于，政策强力支持下的<strong class="text-violet-300">人力资源服务数字化、智能化升级</strong>以及<strong class="text-violet-300">职业教育改革</strong>，将成为连接劳动力供给与新兴产业需求的“金钥匙”。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow">
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<h3 class="font-semibold text-gray-700 mb-2">核心驱动力</h3>
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<p class="text-gray-600">
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政策从"保岗位"转向"造岗位"（新质生产力、数字经济、银发经济），技术（AI招聘、数字平台）和制度（户籍改革、社保松绑）<span class="highlight">双轮驱动</span>。
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</p>
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</div>
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<div class="bg-white p-4 rounded-lg shadow">
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<h3 class="font-semibold text-gray-700 mb-2">未来潜力</h3>
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<p class="text-gray-600">
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2025-2027年，数字经济、绿色就业、康养服务三大领域或新增<span class="highlight">2000万+</span>岗位，但需警惕贸易摩擦对出口就业的<span class="highlight">686万</span>潜在冲击。
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</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Concept Events Timeline -->
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<div class="glass-effect p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-calendar-alt text-blue-500 mr-3"></i>
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概念事件时间线
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</h2>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot pl-6">
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<div class="bg-white p-4 rounded-lg shadow">
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<h3 class="font-bold text-lg text-gray-800">2024年9月25日</h3>
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<p class="text-gray-600">
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中共中央、国务院发布《关于实施就业优先战略促进高质量充分就业的意见》，首次将"高质量充分就业"纳入国家战略，提出24项举措，包括数字经济、绿色产业、银发经济等新就业领域。
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</p>
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<!-- Bento Grid Layout -->
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<div class="bento-grid">
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<!-- Concept Events -->
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<div class="bento-item bento-item-span-12 lg:bento-item-span-8 glass-card p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-4 text-violet-300">0. 概念关键事件</h3>
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<ul class="space-y-4 text-slate-300 list-disc list-inside">
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<li><strong class="text-slate-100">宏观数据发布 (2024-2025年):</strong> 2024年城镇新增就业<strong class="text-sky-300">1256万人</strong>，超额完成目标；2025年Q1新增<strong class="text-sky-300">308万</strong>人，但外部冲击显现，就业承压。</li>
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<li><strong class="text-slate-100">顶层政策定调 (2024下半年):</strong> 中共中央、国务院发布《意见》，正式将<strong class="text-purple-300">“高质量充分就业”</strong>确立为经济社会发展的<strong class="text-purple-300">优先目标</strong>。后续出台“岗位开发计划”，从新质生产力等七方面挖潜。</li>
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<li><strong class="text-slate-100">市场结构性矛盾凸显 (2024-2025年):</strong> 青年就业压力巨大（16-24岁失业率达<strong class="text-red-400">18.8%</strong>），就业质量挑战（周工时超48小时，“教育失配”严重），新业态崛起（灵活就业规模达<strong class="text-amber-300">2亿</strong>人）。</li>
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<li><strong class="text-slate-100">外部环境催化 (贯穿2024-2025年):</strong> 美国非农数据波动加剧全球经济不确定性，影响中国出口型就业（关税影响测算达<strong class="text-red-400">668万-995万</strong>岗位）。就业数据成为全球宏观交易的关键锚点，直接影响黄金等资产价格。</li>
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</ul>
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</div>
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<!-- Key Data Visualization -->
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<div class="bento-item bento-item-span-12 lg:bento-item-span-4 glass-card p-6 md:p-8 flex flex-col justify-center">
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<h3 class="text-2xl font-bold mb-4 text-violet-300">就业结构性矛盾</h3>
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<div id="unemployment_chart" class="w-full h-64"></div>
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</div>
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<!-- Core Logic -->
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<div class="bento-item bento-item-span-12 glass-card p-6 md:p-8">
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<h3 class="text-2xl font-bold mb-4 text-violet-300">2. 核心逻辑与市场认知分析</h3>
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<div class="space-y-4 text-slate-300">
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<div>
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<h4 class="text-lg font-semibold text-slate-100 mb-2">核心驱动力</h4>
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<ul class="list-decimal pl-5 space-y-2">
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<li><strong class="text-purple-300">政策托底与战略升级:</strong> 驱动根本逻辑是自上而下的强政策意愿，将“高质量充分就业”提升至优先目标，构成最坚实底层支撑。</li>
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<li><strong class="text-amber-300">结构性矛盾倒逼改革:</strong> 表面数据稳定（失业率5.1%）掩盖深层矛盾：总量压力、供需错配（35%教育失配）、质量不高（周工时>48小时），是政策发力的真正靶点。</li>
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<li><strong class="text-sky-300">技术赋能:</strong> AI、大数据为解决矛盾提供新路径，如AI就业助手提升人岗匹配效率，是技术驱动的内生逻辑。</li>
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</ul>
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||||
</div>
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||||
</div>
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||||
<div class="timeline-dot pl-6">
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||||
<div class="bg-white p-4 rounded-lg shadow">
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<h3 class="font-bold text-lg text-gray-800">2024年12月</h3>
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<p class="text-gray-600">
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人社部公布全年城镇新增就业<span class="highlight">1256万人</span>，超额完成<span class="highlight">1200万</span>目标，但青年失业率（16-24岁）仍高达<span class="highlight">18.8%</span>。
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</p>
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||||
</div>
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||||
</div>
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||||
<div class="timeline-dot pl-6">
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||||
<div class="bg-white p-4 rounded-lg shadow">
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||||
<h3 class="font-bold text-lg text-gray-800">2025年3月</h3>
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||||
<p class="text-gray-600">
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||||
国务院发布《加力重点领域岗位挖潜扩容方案》，明确先进制造、消费新热点、重大工程等七大就业方向，并取消灵活就业者参保户籍限制。
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||||
</p>
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||||
</div>
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||||
</div>
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||||
<div class="timeline-dot pl-6">
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||||
<div class="bg-white p-4 rounded-lg shadow">
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||||
<h3 class="font-bold text-lg text-gray-800">2025年5月</h3>
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||||
<p class="text-gray-600">
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||||
江苏、上海等地启动"百日冲刺"行动，确保高校毕业生就业率不低于<span class="highlight">90%</span>，北京首个公共就业示范基地启用。
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||||
</p>
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||||
<div>
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||||
<h4 class="text-lg font-semibold text-slate-100 mb-2">预期差分析</h4>
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||||
<ul class="list-decimal pl-5 space-y-2">
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||||
<li><strong class="text-purple-300">从“保量”到“提质”的认知不足:</strong> 市场低估了因“提质”催生的产业机遇，如现代职业教育、新业态服务平台。</li>
|
||||
<li><strong class="text-amber-300">概念外延的狭隘认知:</strong> 市场将“就业”等同于人力资源服务，但其宏观属性更广。美国非农数据不及预期，直接驱动<strong class="text-yellow-300">黄金股</strong>大涨，表明“就业”是影响全球流动性的核心变量。</li>
|
||||
<li><strong class="text-sky-300">对城市集聚效应的忽视:</strong> 超大城市对就业有强大“稳定器”作用，市场可能未充分定价在核心城市群深度布局的服务公司。</li>
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||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
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||||
</div>
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||||
</div>
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||||
|
||||
<!-- Core Logic and Market Perception -->
|
||||
<div class="glass-effect p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-brain text-purple-500 mr-3"></i>
|
||||
核心逻辑与市场认知分析
|
||||
</h2>
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||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">核心驱动力</h3>
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||||
<ul class="space-y-3">
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<li>
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||||
<h4 class="font-semibold text-gray-700">政策端</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
从"城镇新增就业"目标转向"调查失业率"考核（2025年起），倒逼地方政府创造高质量岗位。
|
||||
<span class="text-xs text-blue-500">数据验证：2024年政策文件提及"数字经济就业空间"和"银发经济"频次同比+340%</span>
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<h4 class="font-semibold text-gray-700">技术端</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
AI招聘（如科锐国际"禾蛙"平台）、区块链就业服务（山大地纬）降低匹配成本，提升人岗匹配效率<span class="highlight">10倍</span>。
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<h4 class="font-semibold text-gray-700">需求端</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
制造业人才缺口<span class="highlight">3000万</span>（2025年关键领域），灵活就业规模已超<span class="highlight">2亿人</span>（占总就业27%），但社保覆盖率仅<span class="highlight">16.5%</span>。
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<!-- Data Insights -->
|
||||
<div class="bento-item bento-item-span-12 lg:bento-item-span-6 glass-card p-6 md:p-8 flex flex-col justify-center">
|
||||
<h3 class="text-2xl font-bold mb-4 text-violet-300">就业供给端挑战</h3>
|
||||
<div id="supply_chart" class="w-full h-64"></div>
|
||||
</div>
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">市场热度与预期差</h3>
|
||||
<ul class="space-y-3">
|
||||
<li>
|
||||
<h4 class="font-semibold text-gray-700">市场热度与情绪</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
2024Q4以来，就业相关研报发布量<span class="highlight">环比+50%</span>，但市场对"AI替代就业"的恐慌情绪占主导（路演中<span class="highlight">49%</span>灵活就业者担忧失业）。
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<h4 class="font-semibold text-gray-700">分歧点</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
政策乐观（创造岗位） vs 技术悲观（替代岗位），尤其AI对低技能岗位的冲击。
|
||||
</p>
|
||||
</li>
|
||||
<li>
|
||||
<h4 class="font-semibold text-gray-700">被忽略的关键点</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
1. <span class="highlight">移民红利</span>：美国经验显示，移民可填补劳动力缺口（2023年海外出生劳动力+149万），中国或需类似政策对冲老龄化。<br>
|
||||
2. <span class="highlight">出口就业脆弱性</span>：若美国加征关税，出口相关1.16亿就业中686万面临风险（中性测算），但市场未充分定价。
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Catalysts and Future Path -->
|
||||
<div class="glass-effect p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-rocket text-red-500 mr-3"></i>
|
||||
关键催化剂与未来发展路径
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">近期催化剂（3-6个月）</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-red-100 text-red-600 rounded-full mr-3 flex-shrink-0">1</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>政策落地</strong>：2025年6月人社部将发布《新就业形态劳动者社保细则》，或推动灵活就业参保率从<span class="highlight">16.5%</span>提升至<span class="highlight">30%+</span>。
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-red-100 text-red-600 rounded-full mr-3 flex-shrink-0">2</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>技术突破</strong>：北京人力AI招聘产品"ToB+ToC"双端上线，预计覆盖<span class="highlight">100万</span>企业用户（公司互动平台披露）。
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-red-100 text-red-600 rounded-full mr-3 flex-shrink-0">3</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>贸易摩擦</strong>：4月美国对华关税听证会结果，若超预期加征，出口就业风险或引爆政策对冲（如服务消费券加码）。
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<div class="bento-item bento-item-span-12 lg:bento-item-span-6 glass-card p-6 md:p-8">
|
||||
<h3 class="text-2xl font-bold mb-4 text-violet-300">4. 产业链与核心公司剖析</h3>
|
||||
<div class="space-y-4 text-slate-300">
|
||||
<div>
|
||||
<h4 class="text-lg font-semibold text-slate-100 mb-2">产业链图谱</h4>
|
||||
<p><strong class="text-sky-400">上游:</strong> 政策与资金供给 (人社部、财政部等)。</p>
|
||||
<p><strong class="text-green-400">中游:</strong> 就业服务与能力建设 (综合人力资源、技术平台、职业培训)。</p>
|
||||
<p><strong class="text-amber-400">下游:</strong> 用人单位与劳动者 (企业、政府、各类劳动者群体)。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="text-lg font-semibold text-slate-100 mb-2">核心玩家对比</h4>
|
||||
<ul class="list-disc pl-5 space-y-1">
|
||||
<li><strong class="text-slate-100">领导者 (规模驱动):</strong> <strong class="text-white">北京人力</strong> (国资背景,大而全)、<strong class="text-white">外服控股</strong>。</li>
|
||||
<li><strong class="text-slate-100">创新者 (技术驱动):</strong> <strong class="text-white">科锐国际</strong> (AI+平台生态)、<strong class="text-white">德生科技</strong> (政策落地+零工市场)。</li>
|
||||
<li><strong class="text-slate-100">跨界者 (场景延伸):</strong> <strong class="text-white">中公教育</strong> (公考流量切入就业服务)。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">长期路径（2025-2027）</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-blue-100 text-blue-600 rounded-full mr-3 flex-shrink-0">1</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>阶段1（2025）</strong>：政策红利释放，数字经济、绿色产业岗位<span class="highlight">+500万</span>。
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-blue-100 text-blue-600 rounded-full mr-3 flex-shrink-0">2</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>阶段2（2026）</strong>：技术渗透深化，AI招聘平台市占率超<span class="highlight">50%</span>（当前科锐国际"禾蛙"渗透率<span class="highlight"><5%</span>）。
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-blue-100 text-blue-600 rounded-full mr-3 flex-shrink-0">3</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>阶段3（2027）</strong>：结构性转型完成，灵活就业社保覆盖率<span class="highlight">>50%</span>，但低技能岗位净减少<span class="highlight">10%</span>。
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain and Core Companies -->
|
||||
<div class="glass-effect p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-sitemap text-green-500 mr-3"></i>
|
||||
产业链与核心公司深度剖析
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6 mb-6">
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">产业链图谱</h3>
|
||||
|
||||
<div class="bento-item bento-item-span-12 glass-card p-6 md:p-8">
|
||||
<h3 class="text-2xl font-bold mb-4 text-violet-300">6. 综合结论与投资启示</h3>
|
||||
<div class="space-y-4">
|
||||
<p class="text-slate-300">“就业”概念正处于从宏观议题向<strong class="text-violet-300">基本面驱动的政策主题</strong>过渡的关键阶段。投资核心是识别能将宏大政策叙事转化为具体产品、服务和收入的细分赛道。</p>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700 mb-2">上游：技术赋能</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
<strong>核心公司</strong>：科锐国际（AI平台"禾蛙"）、山大地纬（区块链就业服务）
|
||||
</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700 mb-2">中游：人力资源服务</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
<strong>核心公司</strong>：北京人力（营收<span class="highlight">425.7亿</span>，A股第一）、外服控股（<span class="highlight">222.3亿</span>）
|
||||
</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-700 mb-2">下游：应用场景</h4>
|
||||
<p class="text-gray-600 text-sm">
|
||||
<strong>案例</strong>：支付宝"日结专区"月活<span class="highlight">数十万</span>，美团骑手<span class="highlight">745万</span>（80%为县域农民工）
|
||||
</p>
|
||||
<h4 class="text-lg font-semibold text-slate-100 mb-2">最具投资价值的细分环节</h4>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-slate-800/50 p-4 rounded-xl border border-sky-500/30">
|
||||
<h5 class="font-bold text-sky-300">1. AI+HR科技服务</h5>
|
||||
<p class="text-sm text-slate-400">最具成长性，直击“供需错配”痛点，有望重塑行业格局 (如：科锐国际)。</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 p-4 rounded-xl border border-purple-500/30">
|
||||
<h5 class="font-bold text-purple-300">2. 公共就业服务数字化</h5>
|
||||
<p class="text-sm text-slate-400">政策确定性最高，直接受益于政府预算投入，商业模式清晰 (如：德生科技)。</p>
|
||||
</div>
|
||||
<div class="bg-slate-800/50 p-4 rounded-xl border border-green-500/30">
|
||||
<h5 class="font-bold text-green-300">3. 现代职业教育与技能培训</h5>
|
||||
<p class="text-sm text-slate-400">解决结构性矛盾的根本出路，具备长期价值 (如：学大教育转型方向)。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="bg-white p-5 rounded-lg shadow lg:col-span-2">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full divide-y divide-gray-200">
|
||||
</div>
|
||||
|
||||
<!-- Supporting Data Tabs -->
|
||||
<section x-data="{ tab: 'news' }" class="glass-card p-6 md:p-8">
|
||||
<div role="tablist" class="tabs tabs-boxed bg-black/20 mb-6">
|
||||
<a role="tab" class="tab" :class="{ 'tab-active !bg-violet-600 !text-white': tab === 'news' }" @click.prevent="tab = 'news'">关键新闻摘要</a>
|
||||
<a role="tab" class="tab" :class="{ 'tab-active !bg-violet-600 !text-white': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演精要</a>
|
||||
<a role="tab" class="tab" :class="{ 'tab-active !bg-violet-600 !text-white': tab === 'research' }" @click.prevent="tab = 'research'">研报洞察</a>
|
||||
</div>
|
||||
|
||||
<div class="text-slate-300 space-y-4 text-sm">
|
||||
<div x-show="tab === 'news'" x-transition>
|
||||
<h4 class="text-lg font-bold mb-2 text-slate-100">新闻数据摘要</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><strong>宏观形势：</strong>2024年全国城镇新增就业<strong class="text-white">1256万</strong>人，失业率平均<strong class="text-white">5.1%</strong>，总体稳定。但国家统计局指出“就业难、招工难并存的结构性矛盾”突出，外部冲击（如美国关税）导致就业压力上升。</li>
|
||||
<li><strong>国家政策：</strong>发布《关于实施就业优先战略促进高质量充分就业的意见》，将就业作为<strong class="text-white">优先目标</strong>。出台岗位开发计划，从<strong class="text-white">新质生产力、先进制造、重大工程</strong>等七方面挖潜，并延续援企稳岗政策。</li>
|
||||
<li><strong>重点群体：</strong>中央强调做好高校毕业生、农民工、脱贫人口等重点人群就业。人社部开展“百万见习岗位募集计划”、“10+N”公共就业服务等专项活动。</li>
|
||||
<li><strong>地方实践：</strong>上海目标新增就业60万人以上；广州打造15分钟就业服务圈；四川将一次性吸纳就业补贴提至2000元/人；福建建立产业就业共同体。</li>
|
||||
<li><strong>新技术：</strong>支付宝发布AI就业助手“晓叶”，提升招聘与求职体验。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div x-show="tab === 'roadshow'" x-transition style="display: none;">
|
||||
<h4 class="text-lg font-bold mb-2 text-slate-100">路演数据精要 (主要聚焦美国市场)</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><strong>数据矛盾与波动：</strong>美国非农数据（雇主调查）与失业率（家庭调查）频繁出现<strong class="text-white">背离</strong>，且初值常被大幅下修，显示数据本身存在极大不确定性，成为全球宏观交易的扰动项。</li>
|
||||
<li><strong>市场降温信号：</strong>尽管单次数据可能超预期（如5月新增27.2万），但职位空缺率下降、劳动参与率回落、失业率升至4%等指标均显示美国就业市场在<strong class="text-white">边际走弱</strong>。</li>
|
||||
<li><strong>结构性问题：</strong>55岁以上及20-24岁群体劳动参与率下降。行业增长主要由教育保健、休闲酒店业贡献，制造业就业疲软。</li>
|
||||
<li><strong>政策锚点转变：</strong>美联储货币政策目标从通胀转向对就业的关注，就业数据成为判断降息节奏的<strong class="text-white">核心风向标</strong>。</li>
|
||||
<li><strong>中国视角：</strong>路演指出，中国未来就业风险需关注外需转弱对制造业就业的冲击，需通过地产等政策在2-3年内稳定就业。超大城市（人口>1500万）对就业冲击的抵御能力远强于小城市。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div x-show="tab === 'research'" x-transition style="display: none;">
|
||||
<h4 class="text-lg font-bold mb-2 text-slate-100">研究报告洞察</h4>
|
||||
<ul class="list-disc pl-5 space-y-2">
|
||||
<li><strong>当前形势严峻：</strong>研报指出，2024年8月16-24岁劳动力调查失业率高达<strong class="text-white">18.8%</strong>；企业职工周劳动时长攀升至<strong class="text-white">48小时以上</strong>，高质量就业目标面临挑战。</li>
|
||||
<li><strong>结构性矛盾根源：</strong>结构性失业成主要矛盾，原因包括技术进步冲击（如ChatGPT）、产业转移、教育与需求脱节（教育失配率35%）、就业观念滞后（追求“铁饭碗”）等。</li>
|
||||
<li><strong>外部冲击量化：</strong>关税政策或将减少<strong class="text-white">668.4万至995.7万</strong>个就业岗位，皮革制鞋、木材家具、纺织行业受影响最大。</li>
|
||||
<li><strong>政策核心：</strong>“保”与“创”并举。“保”即发挥国企引领作用、稳岗扩岗；“创”即发展新质生产力，在数字经济、绿色产业、银发经济中催生新增长点。</li>
|
||||
<li><strong>政策建议：</strong>核心在于<strong class="text-white">改革职业及专业教育体制</strong>，推动“产学研”一体化，提升服务业就业环境，畅通供需信息。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
|
||||
<!-- Stock Tables -->
|
||||
<section class="space-y-8">
|
||||
<div>
|
||||
<h2 class="section-title">'就业' 概念核心标的</h2>
|
||||
<div class="overflow-x-auto glass-card">
|
||||
<table class="table w-full table-custom">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="px-4 py-3 bg-gray-50 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||||
<th class="px-4 py-3 bg-gray-50 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||||
<th class="px-4 py-3 bg-gray-50 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="bg-white divide-y divide-gray-200">
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">北京人力</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">A股营收第一，AI招聘ToB/ToC全覆盖</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">传统外包业务毛利率仅<span class="highlight">8%</span></td>
|
||||
<td>北京人力</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=600861" target="_blank" class="text-violet-400 hover:text-violet-300">600861</a></td>
|
||||
<td>A股营收第一，2024年人力资源营收425.74亿元；AI招聘产品规划覆盖ToB和ToC。</td>
|
||||
<td><div class="badge badge-primary badge-outline">人力资源</div> <div class="badge badge-info badge-outline">AI就业</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">科锐国际</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">AI驱动"禾蛙"平台，技术壁垒高</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">客户集中度<span class="highlight">>30%</span>（年报披露）</td>
|
||||
<td>外服控股</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=600662" target="_blank" class="text-violet-400 hover:text-violet-300">600662</a></td>
|
||||
<td>A股营收第二，2024年人力资源营收222.3亿元。</td>
|
||||
<td><div class="badge badge-primary badge-outline">人力资源</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">外服控股</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">国企背景，政府订单稳定</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-600">数字化投入滞后，AI应用<span class="highlight"><10%</span></td>
|
||||
<td>科锐国际</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300662" target="_blank" class="text-violet-400 hover:text-violet-300">300662</a></td>
|
||||
<td>A股营收第三，打造AI驱动的人力资源产业互联生态平台-禾蛙。</td>
|
||||
<td><div class="badge badge-primary badge-outline">人力资源</div> <div class="badge badge-info badge-outline">AI就业</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>德生科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002908" target="_blank" class="text-violet-400 hover:text-violet-300">002908</a></td>
|
||||
<td>构建“零工市场系统+微信小程序+就业地图”服务矩阵，打造新就业形态服务模式。</td>
|
||||
<td><div class="badge badge-accent badge-outline">技术支持</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中公教育</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002607" target="_blank" class="text-violet-400 hover:text-violet-300">002607</a></td>
|
||||
<td>发展AI就业服务业务、整合就业服务资源。</td>
|
||||
<td><div class="badge badge-info badge-outline">AI就业</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>东软集团</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=600718" target="_blank" class="text-violet-400 hover:text-violet-300">600718</a></td>
|
||||
<td>为河北省就业服务提供全面一体化IT解决方案以及服务与维护支持。</td>
|
||||
<td><div class="badge badge-accent badge-outline">技术支持</div></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<h4 class="font-semibold text-gray-700 mb-2">验证与证伪</h4>
|
||||
<ul class="text-sm text-gray-600 space-y-1">
|
||||
<li><span class="text-red-500 font-medium">证伪点</span>：科锐国际2024年AI业务收入占比<span class="highlight"><5%</span>，与路演中"AI驱动"叙事存在差距。</li>
|
||||
<li><span class="text-green-500 font-medium">验证点</span>：北京人力2024年人力资源营收<span class="highlight">425.7亿</span>，印证其龙头地位。</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h2 class="section-title">宏观交易逻辑延展标的</h2>
|
||||
<div class="overflow-x-auto glass-card">
|
||||
<table class="table w-full table-custom">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>日期 / 涨幅</th>
|
||||
<th class="w-1/2">核心逻辑与驱动分析 (就业数据作为宏观锚点)</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>西部黄金</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=601069" target="_blank" class="text-violet-400 hover:text-violet-300">601069</a></td>
|
||||
<td>2025-09-09 / <span class="text-red-400">10.0%</span></td>
|
||||
<td class="text-sm whitespace-normal">核心逻辑：美国劳工部下修非农就业数据，直接触发市场对美联储9月降息50bp的概率预期跳升，COMEX金价创历史新高。<strong>就业数据成为全球定价锚</strong>，机构资金据此对黄金股进行再定价，西部黄金因高弹性被选为龙头攻击标的。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>学大教育</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=000526" target="_blank" class="text-violet-400 hover:text-violet-300">000526</a></td>
|
||||
<td>2025-08-01 / <span class="text-red-400">7.06%</span></td>
|
||||
<td class="text-sm whitespace-normal">核心逻辑：职业教育业务转型成效显著。旗下学校从就业导向转为升学为主，新增AI等前沿专业，符合<strong class="text-white">未来就业市场需求</strong>。辽宁省将落地职教高考政策，强化其文化课教研优势，市场预期其在解决就业结构性矛盾中持续受益。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>紫金矿业</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=601899" target="_blank" class="text-violet-400 hover:text-violet-300">601899</a></td>
|
||||
<td>2025-08-25 / <span class="text-red-400">7.50%</span></td>
|
||||
<td class="text-sm whitespace-normal">核心逻辑：美联储主席鲍威尔发言偏鸽，强调<strong class="text-white">就业下行风险</strong>，降低了通胀对降息的约束，市场降息预期增强。美元指数和美债利率下行，利好铜、金等以美元计价的资产价格，紫金矿业作为行业龙头直接受益。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>香溢融通</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=600830" target="_blank" class="text-violet-400 hover:text-violet-300">600830</a></td>
|
||||
<td>2025-08-01 / <span class="text-red-400">6.01%</span></td>
|
||||
<td class="text-sm whitespace-normal">核心逻辑：国资委会议强调要更好助力“<strong>稳就业</strong>、稳企业、稳市场、稳预期”。作为国资控股的类金融企业，其融资租赁、担保等业务直接服务中小企业，与“稳就业”政策目标高度契合，市场对国企改革和其发挥作用的预期升温。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Potential Risks and Challenges -->
|
||||
<div class="glass-effect p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-3"></i>
|
||||
潜在风险与挑战
|
||||
</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4">
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">技术风险</h3>
|
||||
<p class="text-gray-600">
|
||||
<strong>AI替代</strong>：制造业自动化或导致<span class="highlight">3000万</span>岗位消失（2025年关键领域缺口测算），但政策未明确转型路径。
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">商业化风险</h3>
|
||||
<p class="text-gray-600">
|
||||
<strong>灵活就业社保</strong>：缴费率<span class="highlight">28.3%</span>认为"太高"（灵活就业调研），可能抑制参保意愿。
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">政策与竞争风险</h3>
|
||||
<p class="text-gray-600">
|
||||
<strong>贸易摩擦</strong>：若美国加征关税，出口就业<span class="highlight">686万</span>风险敞口未对冲（当前服务消费券仅<span class="highlight">5亿</span>规模）。
|
||||
</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">信息矛盾</h3>
|
||||
<p class="text-gray-600">
|
||||
<strong>数据冲突</strong>：人社部称"就业形势稳定"，但路演显示灵活就业收入<span class="highlight">-7.4%</span>、工时<span class="highlight">-0.5小时</span>，反映底层压力。
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<!-- Conclusion and Investment Implications -->
|
||||
<div class="glass-effect p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-chart-line text-indigo-500 mr-3"></i>
|
||||
综合结论与投资启示
|
||||
</h2>
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">结论</h3>
|
||||
<p class="text-gray-600 mb-4">
|
||||
就业概念处于<span class="highlight">"政策红利兑现期"</span>，但技术替代和贸易摩擦构成中期逆风。
|
||||
</p>
|
||||
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">投资方向</h3>
|
||||
<ul class="mb-4 space-y-2">
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-indigo-100 text-indigo-600 rounded-full mr-3 flex-shrink-0">1</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>技术赋能</strong>：科锐国际（AI招聘）、山大地纬（区块链认证）——渗透率<span class="highlight"><5%</span>，空间巨大。
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="inline-flex items-center justify-center w-6 h-6 bg-indigo-100 text-indigo-600 rounded-full mr-3 flex-shrink-0">2</span>
|
||||
<p class="text-gray-600">
|
||||
<strong>政策对冲</strong>：服务消费券（上海<span class="highlight">5亿</span>试点）或全国推广，利好美团、饿了么等平台。
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h3 class="font-bold text-lg text-gray-800 mb-3">跟踪指标</h3>
|
||||
<ul class="space-y-2">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<p class="text-gray-600">
|
||||
<strong>灵活就业参保率</strong>（当前<span class="highlight">16.5%</span>→目标<span class="highlight">30%</span>）
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<p class="text-gray-600">
|
||||
<strong>AI招聘平台GMV</strong>（科锐国际"禾蛙"2024年<span class="highlight"><10亿</span>→2026年<span class="highlight">>50亿</span>）
|
||||
</p>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<p class="text-gray-600">
|
||||
<strong>出口就业冲击</strong>（若美国关税落地，需观察服务消费补贴是否加码至<span class="highlight">100亿+</span>）
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<footer class="text-center py-8 mt-8 text-xs text-slate-500">
|
||||
<p>本报告为AI合成数据，信息来源于公开资料，可能存在滞后或误差。</p>
|
||||
<p>投资需谨慎，报告内容不构成任何投资建议。</p>
|
||||
</footer>
|
||||
|
||||
<!-- Related Stocks Table -->
|
||||
<div class="glass-effect p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-table text-teal-500 mr-3"></i>
|
||||
关联股票数据
|
||||
</h2>
|
||||
<div class="table-container">
|
||||
<table class="min-w-full divide-y divide-gray-200">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/投资</th>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链</th>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信源</th>
|
||||
<th scope="col" class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="bg-white divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">北京人力</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人力资源</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">A股营收第一，2024年人力资源营收425.74亿元</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">财报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司A股营收排名第一，2024年人力资源业务营收达425.74亿元</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">外服控股</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人力资源</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">A股营收第二，2024年人力资源营收222.3亿元</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">财报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司A股营收排名第二，2024年人力资源业务营收达222.3亿元</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科锐国际</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人力资源</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">A股营收第三，2024年人力资源营收117.88亿元</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">AI驱动的人力资源产业互联网生态平台-禾蛙</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司A股营收排名第三，2024年人力资源业务营收达117.88亿元，同时拥有AI驱动的产业平台</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">赢时胜</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">人力资源</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">参股28.3%北京智慧人力资源服务有限公司</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">工商</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司参股北京智慧人力资源服务有限公司，持股比例28.3%</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">北京人力</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AI就业</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">AI招聘产品规划构建覆盖ToB和ToC两大业务方向</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">互动</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司AI招聘产品规划覆盖企业端和个人端业务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">科锐国际</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AI就业</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">AI驱动的人力资源产业互联网生态平台-禾蛙</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司通过禾蛙平台实现AI驱动的人力资源生态服务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中公教育</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AI就业</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">发展AI就业业务服务、整合就业业务资源</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">互动</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司聚焦AI就业服务及资源整合</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">软通动力</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AI就业</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">智能化人才供给研发项目包括AI招聘</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司开展智能化人才供给研发项目，涉及AI招聘技术</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">致远互联</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AI就业</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">发力产品AI化和AI原生应用，包括AI招聘官等新功能</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司推动产品AI化，开发AI招聘官等创新功能</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">德生科技</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">构建'零工市场系统+微信小程序+就业地图'服务矩阵</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">打造新就业形态服务模式</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司通过多平台构建就业服务生态体系</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">东软集团</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">为河北省提供就业服务一体化解决方案及服务与维护支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">互动</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司为河北就业服务提供技术解决方案</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">全通教育</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">在就业服务中对数据采集、人才画像生成和培养方案制作</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">互动</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司通过数据技术赋能就业服务全流程</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">ST易联众</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">人力资源服务平台'英才邦'提供在线培训解决方案</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">调研</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司通过'英才邦'平台提供数字化培训服务</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新开普</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">数字就业与招聘服务一体化管理平台</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司开发一体化数字就业服务平台</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒锋信息</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">建成包含劳动就业等覆盖全区城乡居民的信息服务体系</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">年报</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司构建覆盖城乡的就业信息服务体系</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">山大地纬</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">技术支持</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">-</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">区块链解决方案和落地应用场景，包括就业服务、人才服务等</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">互动</td>
|
||||
<td class="px-6 py-4 text-sm text-gray-500">公司通过区块链技术赋能就业及人才服务场景</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
// Chart 1: Unemployment Comparison
|
||||
var unemploymentChart = echarts.init(document.getElementById('unemployment_chart'));
|
||||
var unemploymentOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
axisPointer: { type: 'shadow' },
|
||||
formatter: '{b}<br/>{a0}: {c0}%<br/>{a1}: {c1}%'
|
||||
},
|
||||
legend: {
|
||||
data: ['16-24岁青年失业率', '全国城镇调查失业率'],
|
||||
textStyle: { color: '#94a3b8' },
|
||||
top: 'bottom'
|
||||
},
|
||||
grid: { left: '3%', right: '4%', bottom: '15%', containLabel: true },
|
||||
xAxis: {
|
||||
type: 'value',
|
||||
boundaryGap: [0, 0.01],
|
||||
axisLabel: { color: '#94a3b8', formatter: '{value}%' },
|
||||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } }
|
||||
},
|
||||
yAxis: {
|
||||
type: 'category',
|
||||
data: ['失业率对比'],
|
||||
axisLabel: { color: '#e2e8f0' }
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '16-24岁青年失业率',
|
||||
type: 'bar',
|
||||
data: [18.8],
|
||||
itemStyle: { color: '#f87171' },
|
||||
label: { show: true, position: 'right', formatter: '{c}%', color: '#f87171' }
|
||||
},
|
||||
{
|
||||
name: '全国城镇调查失业率',
|
||||
type: 'bar',
|
||||
data: [5.1],
|
||||
itemStyle: { color: '#60a5fa' },
|
||||
label: { show: true, position: 'right', formatter: '{c}%', color: '#60a5fa' }
|
||||
}
|
||||
]
|
||||
};
|
||||
unemploymentChart.setOption(unemploymentOption);
|
||||
|
||||
// Chart 2: Supply Side Challenges (Flexible Employment)
|
||||
var supplyChart = echarts.init(document.getElementById('supply_chart'));
|
||||
var supplyOption = {
|
||||
backgroundColor: 'transparent',
|
||||
tooltip: {
|
||||
trigger: 'item',
|
||||
formatter: '{a} <br/>{b}: {c}人 ({d}%)'
|
||||
},
|
||||
legend: {
|
||||
orient: 'vertical',
|
||||
left: 'left',
|
||||
textStyle: { color: '#94a3b8' }
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '就业结构',
|
||||
type: 'pie',
|
||||
radius: ['50%', '70%'],
|
||||
avoidLabelOverlap: false,
|
||||
label: { show: false, position: 'center' },
|
||||
emphasis: {
|
||||
label: { show: true, fontSize: '20', fontWeight: 'bold', color: '#fff' }
|
||||
},
|
||||
labelLine: { show: false },
|
||||
data: [
|
||||
{ value: 20000, name: '灵活就业人员', itemStyle: { color: '#facc15'} },
|
||||
{ value: 74000 - 20000, name: '其他就业人员', itemStyle: { color: '#a78bfa' } }
|
||||
]
|
||||
}
|
||||
],
|
||||
title: {
|
||||
text: '灵活就业规模达2亿人',
|
||||
subtext: '占总就业人口约27%',
|
||||
left: 'center',
|
||||
top: 'center',
|
||||
textStyle: { color: '#e2e8f0', fontSize: 16 },
|
||||
subtextStyle: { color: '#94a3b8', fontSize: 12 }
|
||||
}
|
||||
};
|
||||
supplyChart.setOption(supplyOption);
|
||||
|
||||
window.addEventListener('resize', function() {
|
||||
unemploymentChart.resize();
|
||||
supplyChart.resize();
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user