update pay ui
This commit is contained in:
@@ -1,586 +1,345 @@
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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>敦煌网跨境电商概念分析</title>
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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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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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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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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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: 'Noto Sans SC', 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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min-height: 100vh;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 2px;
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background: #3b82f6;
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}
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.timeline-dot {
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position: absolute;
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left: -5px;
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top: 0;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: #3b82f6;
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border: 2px solid white;
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}
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.gradient-text {
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background: linear-gradient(135deg, #3b82f6 0%, #8b5cf6 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px rgba(0,0,0,0.1);
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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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@media (max-width: 768px) {
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.card-body {
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padding: 1rem;
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}
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h2 {
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font-size: 1.5rem;
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}
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h3 {
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font-size: 1.25rem;
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}
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}
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</style>
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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>深度研报：敦煌网跨境电商</title>
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<script src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js" defer></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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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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:root {
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--glow-color: hsl(180, 100%, 50%);
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--glow-spread: 10px;
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}
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body {
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background-color: #02040a;
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background-image:
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radial-gradient(circle at 10% 10%, rgba(13, 110, 253, 0.08) 0%, transparent 40%),
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radial-gradient(circle at 80% 90%, rgba(220, 53, 69, 0.08) 0%, transparent 40%),
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radial-gradient(circle at 50% 50%, rgba(32, 201, 151, 0.05) 0%, transparent 30%);
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color: #b0c4de;
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font-family: 'Inter', 'Helvetica Neue', 'Arial', sans-serif;
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}
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.glass-card {
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background: rgba(10, 15, 30, 0.5);
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-webkit-backdrop-filter: blur(20px);
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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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border-color: rgba(var(--glow-color), 0.5);
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box-shadow: 0 0 var(--glow-spread) rgba(var(--glow-color), 0.3);
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}
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.text-glow {
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text-shadow: 0 0 8px rgba(var(--glow-color), 0.7);
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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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grid-auto-rows: auto;
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}
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.bento-item {
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transition: transform 0.3s ease;
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}
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.bento-item:hover {
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transform: translateY(-5px);
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}
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@media (max-width: 1024px) {
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.bento-grid {
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grid-template-columns: 1fr;
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}
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}
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/* Custom DaisyUI collapse */
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.collapse-title {
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font-size: 1.125rem;
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font-weight: 600;
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}
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.collapse {
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background: rgba(15, 20, 35, 0.6);
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border: 1px solid rgba(255, 255, 255, 0.1);
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}
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.collapse:focus-within {
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border-color: rgba(var(--glow-color), 0.7);
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}
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.table th, .table td {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1) !important;
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}
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.table th {
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color: #00e5ff;
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}
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.table tr:hover td {
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background-color: rgba(0, 229, 255, 0.05);
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}
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h1, h2, h3 {
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letter-spacing: -0.02em;
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}
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.gradient-text {
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background: linear-gradient(90deg, #60a5fa, #34d399);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-10">
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<h1 class="text-4xl font-bold gradient-text mb-4">敦煌网跨境电商概念分析</h1>
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<div class="flex items-center justify-center space-x-2 text-gray-500">
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<span class="inline-block w-3 h-3 bg-blue-500 rounded-full"></span>
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<span>政策红利与流量红利共振的爆发期</span>
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<span class="inline-block w-3 h-3 bg-purple-500 rounded-full"></span>
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</div>
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<body class="min-h-screen p-4 sm:p-8" x-data>
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<div class="max-w-screen-2xl mx-auto">
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<!-- Header -->
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<header class="text-center py-12 px-4">
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<h1 class="text-4xl md:text-6xl font-extrabold text-glow" style="--glow-color: hsl(190, 100%, 50%);">
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<span class="gradient-text">敦煌网跨境电商</span>
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</h1>
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<p class="mt-4 text-lg text-gray-400 max-w-3xl mx-auto">深度概念解析</p>
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<p class="mt-2 text-xs text-gray-500">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。本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<!-- Main Content Grid -->
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<main class="bento-grid">
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<!-- Insight - Main Block -->
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<section class="bento-item glass-card p-6 md:p-8 col-span-12 lg:col-span-8 lg:row-span-2">
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<h2 class="text-2xl md:text-3xl font-bold mb-6 text-glow" style="--glow-color: hsl(210, 100%, 60%);">概念Insight：深度解析</h2>
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<div class="space-y-6 text-gray-300 leading-relaxed">
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">0. 概念事件</h3>
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<p>“敦煌网跨境电商”概念的爆发，是一次由宏观政策、社交媒体传播和消费者行为变化共同催化的典型事件。其核心脉络为：美国高通胀与关税博弈背景下，中国供应商通过TikTok揭秘品牌代工真相，引发网红传播和消费者情绪共鸣，将巨大流量导向具备“源头工厂”标签和“智能拆单”避税能力的敦煌网，最终在2025年4月中旬引爆市场，App下载量激增940%，并迅速传导至A股相关板块。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">1. 核心观点摘要</h3>
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<p>此概念本质是一次<b>事件驱动下的价值重估</b>。它将一个成熟B2B平台置于“中美贸易摩擦+社交媒体裂变+消费降级”的完美风暴中心。核心驱动力在于<b>极致性价比的供应链优势通过新渠道（TikTok）的爆发式释放</b>。未来潜力取决于敦煌网能否将这波偶发性C端流量有效沉淀，并转化为可持续的B端商业增长，同时成功应对迫在眉睫的政策（T86免税取消）与合规风险。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">2. 核心逻辑与市场认知分析</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><b>四大驱动力：</b>
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<ul class="list-none pl-6 mt-1 text-gray-400">
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<li><b>政策驱动（短期核心）：</b>关税预期及800美元免税门槛取消预期，点燃囤货需求。“智能分单”精准满足规避关税痛点。</li>
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<li><b>需求驱动（长期基础）：</b>美国高通胀下，消费者对“大牌平替”需求强烈。</li>
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<li><b>渠道驱动（引爆方式）：</b>TikTok强大的“内容引流-平台转化”能力是事件放大器。</li>
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<li><b>平台禀赋（承接载体）：</b>对“大牌平替”相对宽松的治理和“小单快返”的柔性供应链特性，使其成为最佳流量承载平台。</li>
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</ul>
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</li>
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<li><b>预期差分析：</b>
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<ul class="list-none pl-6 mt-1 text-gray-400">
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<li><b>商业模式预期差：</b>市场误判其为B2C黑马，但其核心是B2B小额批发，承接C端流量存在错位，转化留存是巨大疑问。</li>
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<li><b>规模体量预期差：</b>市场情绪高涨，但其GMV（约18亿美金）远小于阿里国际站（500亿美金），体量差距悬殊。</li>
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<li><b>“免税魔法”可持续性预期差：</b>市场热炒的“智能拆单”面临5月2日美国取消T86豁免的明确政策“死线”，核心吸引力即将消失。</li>
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</ul>
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</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">3. 关键催化剂与未来发展路径</h3>
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<ul class="list-disc list-inside space-y-2">
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<li><b>近期催化剂：</b>政策落地后的应对措施、用户留存率和复购率的数据验证、全/半托管模式的落地。</li>
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<li><b>长期发展路径：</b>向B2b2C模式演进、深化MyyShop社交电商生态、全球化与本土化并进、探索“源头好货”品牌化路径。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">4. 潜在风险与挑战</h3>
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<ul class="list-disc list-inside space-y-2 text-red-400">
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<li><b>政策风险（最大）：</b>美国T86小额豁免政策取消是悬顶之剑，将直接削弱平台核心吸引力。知识产权监管随时可能收紧。</li>
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<li><b>商业化风险：</b>B2B平台承接C端流量的转化与留存难题；跨境直邮模式（占95%）在订单激增下面临履约能力挑战。</li>
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<li><b>合规与声誉风险：</b>“大牌平替”模式的知识产权灰色地带；平台曾因网络欺诈等问题被投诉，治理能力存疑。</li>
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<li><b>信息交叉验证风险：</b>市场传闻与公司公告存在矛盾（如三态股份），部分合作关系为陈旧信息，可靠性需甄别。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-cyan-300 mb-2">5. 综合结论与投资启示</h3>
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<p><b>最终看法：</b>概念目前明确处于<b>事件驱动的【主题炒作阶段】</b>，短期爆火具高度偶发性，尚未转化为稳固基本面。市场热情能否延续，取决于平台能否在政策窗口关闭前，将流量有效沉淀并成功进行商业模式的适应性调整。</p>
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<p class="mt-2"><b>最具投资价值环节：</b>在当前阶段，确定性最高的细分环节是<b>【跨境物流】</b>。作为行业基础设施，无论平台竞争格局如何，只要行业总盘子增长，物流服务商就是确定性受益方，逻辑更为坚实。</p>
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</div>
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</div>
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</section>
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<!-- Chart -->
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<section class="bento-item glass-card p-6 col-span-12 lg:col-span-4">
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<h3 class="text-xl font-bold mb-4 text-glow" style="--glow-color: hsl(150, 100%, 50%);">App下载量激增事件</h3>
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<div id="downloadsChart" class="w-full h-64"></div>
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<p class="text-sm text-gray-400 mt-2">数据显示，敦煌网App Store排名从352位飙升至前列，单日下载量激增940%，于4月18日录得超25万次下载，登顶购物类应用榜首。</p>
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</section>
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<!-- Key Data Points -->
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<section class="bento-item glass-card p-6 col-span-12 lg:col-span-4">
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<h3 class="text-xl font-bold mb-4 text-glow" style="--glow-color: hsl(270, 100%, 60%);">核心数据快照</h3>
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<div class="space-y-3 text-gray-300">
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<div class="flex justify-between items-center">
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<span>GMV增长 (国家数):</span>
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<span class="font-mono text-lg text-green-400">97个国家超100%</span>
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</div>
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<div class="flex justify-between items-center">
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<span>单日新买家增长:</span>
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<span class="font-mono text-lg text-green-400">近 20 倍 (同比上周)</span>
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</div>
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<div class="flex justify-between items-center">
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<span>商业模式:</span>
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<span class="font-mono text-lg text-blue-300">B2B小额批发</span>
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</div>
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<div class="flex justify-between items-center">
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<span>收入构成:</span>
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<span class="font-mono text-lg text-blue-300">佣金50% / 物流增值50%</span>
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</div>
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<div class="flex justify-between items-center">
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<span>核心策略:</span>
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<span class="font-mono text-sm text-yellow-300">关税拆单+柔性供应链+社媒裂变</span>
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</div>
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</div>
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||||
</section>
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<!-- Accordions for detailed data -->
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||||
<section class="col-span-12 space-y-4">
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||||
<div class="collapse collapse-plus glass-card">
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<input type="radio" name="data-accordion" checked="checked" />
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<div class="collapse-title text-xl font-medium text-glow" style="--glow-color: hsl(45, 100%, 50%);">新闻数据摘要</div>
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<div class="collapse-content">
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<ul class="list-disc space-y-2 pl-5 text-gray-400">
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<li><b>美国市场爆火：</b>4月15日，敦煌网在美国免费iPhone应用榜攀升至第2位，单日下载量激增940%。至4月20日，与淘宝、阿里国际站“霸榜”美国购物App前三。</li>
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<li><b>爆火原因：</b>TikTok网红自发传播，揭露美国品牌“中国制造”真相，引发情绪宣泄和对“源头工厂”的追捧。高通胀下，美国消费者对性价比商品需求井喷。</li>
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<li><b>业绩表现：</b>在97个国家GMV增速超100%，单日新注册买家数增长近20倍。户外装备、宠物用品、发制品、家电等品类增长迅猛。</li>
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<li><b>商业模式：</b>核心为B2B小额批发，凭借“关税拆单（应对800美元免税门槛）+柔性供应链+社媒裂变”组合拳引爆市场。旗下MyyShop平台赋能社交电商。</li>
|
||||
<li><b>生态合作：</b>华贸物流、嘉诚国际为合作物流商。浔兴股份、久其软件等公司通过产品或服务间接关联。三态股份、巨星科技等明确表示无合作。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass-card">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="collapse-title text-xl font-medium text-glow" style="--glow-color: hsl(45, 100%, 50%);">路演纪要精炼</div>
|
||||
<div class="collapse-content">
|
||||
<ul class="list-disc space-y-2 pl-5 text-gray-400">
|
||||
<li><b>商业模式与盈利：</b>核心为在线小额批发。收入结构为50%佣金（利润主体）和50%物流及增值服务。物流模式95%以上为跨境直邮。</li>
|
||||
<li><b>流量来源与风险：</b>流量爆发由TikTok网红自发视频驱动，揭露品牌真相引发共鸣。平台因对“大牌平替”治理相对宽松而成为流量承接地。存在监管升级与仿品风险。</li>
|
||||
<li><b>数据表现：</b>爆火后GMV达日常3倍，美国市场占50%-60%。短期C端订单占比提升（客单价30-40美元）。网红营销GMV占比约10%-16%。</li>
|
||||
<li><b>合规与风控：</b>平台严格禁止直接仿冒大牌（AI检测下架），但主推设计微调的“大牌平替”（类似网易严选），认为法律风险可控。</li>
|
||||
<li><b>未来战略：</b>聚焦“大牌平替”品类，强化质量与价格优势。加大短视频营销投入，优化供应链，发展海外仓，规避重资产运营。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="collapse collapse-plus glass-card">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="collapse-title text-xl font-medium text-glow" style="--glow-color: hsl(45, 100%, 50%);">研报观点汇总</div>
|
||||
<div class="collapse-content">
|
||||
<ul class="list-disc space-y-2 pl-5 text-gray-400">
|
||||
<li><b>发展历程：</b>成立于2004年，是中国跨境电商2.0阶段代表。2020年推出社交电商平台MyyShop，连接中国制造与海外网红。</li>
|
||||
<li><b>核心优势：</b>构建“中国工厂-海外仓-本土分销”的短链通路。整合中小制造企业，实现小批量、多批次生产。通过MyyShop将供应能力与海外私域流量结合。</li>
|
||||
<li><b>热度驱动因素：</b>美国关税政策变动激发囤货需求，TikTok短视频强大的传播效应带来巨大流量，形成“内容引流-平台转化-供应链响应”的循环。</li>
|
||||
<li><b>热销品类：</b>箱包、服饰、家居、3C和宠物用品。特别是国外大牌的“平替”产品销量增加。</li>
|
||||
<li><b>风险提示：</b>存在网络欺诈等投诉问题，曾在相关评级榜中获“不予评级”。AI分拆订单的避税方式或因美国取消T86通关模式而无法长期奏效。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stock Table -->
|
||||
<section class="col-span-12 glass-card p-6 md:p-8 mt-4">
|
||||
<h2 class="text-2xl md:text-3xl font-bold mb-6 text-glow" style="--glow-color: hsl(300, 100%, 60%);">相关概念股图谱</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table w-full text-base">
|
||||
<thead>
|
||||
<tr class="text-lg">
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>关联逻辑</th>
|
||||
<th>信息来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr><td>华贸物流</td><td><a href="https://valuefrontier.cn/company?scode=603128" target="_blank" class="link link-hover text-cyan-400">603128</a></td><td>公司持股的杭州佳成国际物流是敦煌网指定国际物流供应商，直接受益方。</td><td class="text-gray-500">企查查 / 研报</td></tr>
|
||||
<tr><td>久其软件</td><td><a href="https://valuefrontier.cn/company?scode=002279" target="_blank" class="link link-hover text-cyan-400">002279</a></td><td>子公司曾与敦煌网合作JoinChat项目并获奖，属技术服务商。</td><td class="text-gray-500">媒体新闻</td></tr>
|
||||
<tr><td>浔兴股份</td><td><a href="https://valuefrontier.cn/company?scode=002098" target="_blank" class="link link-hover text-cyan-400">002098</a></td><td>旗下“全球交易助手”软件适用于敦煌网等平台，属生态工具提供商。</td><td class="text-gray-500">韭研公社 搜公告</td></tr>
|
||||
<tr><td>瑞贝卡</td><td><a href="https://valuefrontier.cn/company?scode=600439" target="_blank" class="link link-hover text-cyan-400">600439</a></td><td>2018年公告已在敦煌网等平台开设店铺。</td><td class="text-gray-500">韭研公社 搜公告</td></tr>
|
||||
<tr><td>三态股份</td><td><a href="https://valuefrontier.cn/company?scode=301558" target="_blank" class="link link-hover text-cyan-400">301558</a></td><td class="text-red-400">信息矛盾：官网曾显示合作，但公司公告明确暂无合作。关联逻辑不成立。</td><td class="text-gray-500">三态速递网站 / 公司公告</td></tr>
|
||||
<tr><td>汇鸿集团</td><td>-</td><td>子公司持有曾投资敦煌网的凯鹏华盈天津股权，属间接股权关联。</td><td class="text-gray-500">企查查</td></tr>
|
||||
<tr><td>青岛金王</td><td><a href="https://valuefrontier.cn/company?scode=002094" target="_blank" class="link link-hover text-cyan-400">002094</a></td><td>曾与敦煌网建立战略合作关系（2018年旧闻）。</td><td class="text-gray-500">韭研公社 搜公告</td></tr>
|
||||
<tr><td>中文传媒</td><td><a href="https://valuefrontier.cn/company?scode=600373" target="_blank" class="link link-hover text-cyan-400">600373</a></td><td>子公司旗下行云平台服务于敦煌网等外贸电商客户。</td><td class="text-gray-500">韭研公社 搜互动</td></tr>
|
||||
<tr><td>新华锦</td><td>-</td><td class="text-red-400">2017年曾有合作，但公司明确目前未与敦煌网合作。</td><td class="text-gray-500">韭研公社 搜公告</td></tr>
|
||||
<tr><td>焦点科技</td><td><a href="https://valuefrontier.cn/company?scode=002315" target="_blank" class="link link-hover text-cyan-400">002315</a></td><td>旗下“中国制造网”为跨境B2B平台，与敦煌网是竞争关系，存估值联动机会。</td><td class="text-gray-500">搜公告+估值联想</td></tr>
|
||||
<tr><td>*ST开元</td><td>-</td><td>2021年互动称与敦煌网达成战略合作，围绕跨境电商人才培养。</td><td class="text-gray-500">韭研公社 搜互动</td></tr>
|
||||
<tr><td>苏豪弘业</td><td><a href="https://valuefrontier.cn/company?scode=600128" target="_blank" class="link link-hover text-cyan-400">600128</a></td><td class="text-yellow-400">网传在敦煌网等平台开店拓展业务，信息可靠性较低。</td><td class="text-gray-500">无出处</td></tr>
|
||||
<tr><td>哈尔斯</td><td><a href="https://valuefrontier.cn/company?scode=002615" target="_blank" class="link link-hover text-cyan-400">002615</a></td><td class="text-yellow-400">有在敦煌网开店，信息可靠性较低。</td><td class="text-gray-500">无出处</td></tr>
|
||||
<tr><td>茶花股份</td><td><a href="https://valuefrontier.cn/company?scode=603615" target="_blank" class="link link-hover text-cyan-400">603615</a></td><td class="text-yellow-400">在DHgate等平台进行产品投放，信息可靠性较低。</td><td class="text-gray-500">无出处</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<footer class="text-center py-8 mt-8">
|
||||
<p class="mt-2 text-xs text-gray-500">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。本报告为AI合成数据，不构成任何投资建议，投资需谨慎。</p>
|
||||
</footer>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件时间轴 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-history text-blue-500 mr-3"></i>概念事件时间轴
|
||||
</h2>
|
||||
|
||||
<div class="timeline relative pl-8 space-y-6">
|
||||
<div class="timeline-item relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
|
||||
<h3 class="font-semibold text-lg text-blue-800">2024年9月</h3>
|
||||
<p class="text-gray-700">美国拟取消800美元以下小包免税政策（T86模式），引发行业对关税成本的担忧。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
|
||||
<h3 class="font-semibold text-lg text-purple-800">2025年4月13日</h3>
|
||||
<p class="text-gray-700">TikTok网红发布"中国工厂直供奢侈品"视频，单条播放量超1100万次，带动敦煌网流量<strong class="text-purple-600">增长55%</strong>、GMV<strong class="text-purple-600">翻倍</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-500">
|
||||
<h3 class="font-semibold text-lg text-green-800">2025年4月15日</h3>
|
||||
<p class="text-gray-700">敦煌网美国iOS免费榜排名从<strong class="text-green-600">第352位飙升至第2位</strong>（仅次于ChatGPT），单日下载量激增<strong class="text-green-600">940%</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item relative">
|
||||
<div class="timeline-dot"></div>
|
||||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
|
||||
<h3 class="font-semibold text-lg text-red-800">2025年5月2日</h3>
|
||||
<p class="text-gray-700">美国正式取消T86免税政策，低单价商品（<800美元）关税成本上升<strong class="text-red-600">90%-150%</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 p-4 bg-yellow-50 rounded-lg border-l-4 border-yellow-500">
|
||||
<p class="text-gray-700"><strong class="text-yellow-700">催化事件：</strong>关税政策变动+TikTok流量裂变，形成"政策焦虑+社媒传播"的双重驱动。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
var chartDom = document.getElementById('downloadsChart');
|
||||
var myChart = echarts.init(chartDom);
|
||||
var option;
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="card bg-gradient-to-r from-blue-600 to-purple-600 text-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||||
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
|
||||
</h2>
|
||||
<blockquote class="text-lg italic">
|
||||
敦煌网跨境电商正处于<strong>"政策红利+流量红利"共振的爆发期</strong>，短期由关税政策催化的囤货需求驱动，长期依托"中国工厂-海外仓-本土分销"的短链模式重构全球B2B供应链。但<strong>5月2日T86政策落地后，低单价商品逻辑将受冲击</strong>，需验证海外仓和本土化分销的替代能力。
|
||||
</blockquote>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知分析 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-brain text-blue-500 mr-3"></i>核心逻辑与市场认知分析
|
||||
</h2>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-gray-50 p-5 rounded-lg">
|
||||
<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
|
||||
<i class="fas fa-rocket text-blue-500 mr-2"></i>核心驱动力
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="text-blue-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>政策套利：</strong>利用T86免税政策（800美元以下小包免税）的<strong>最后窗口期</strong>，通过AI拆单技术规避关税。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-blue-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>供应链透明化：</strong>TikTok网红揭露"奢侈品代工真相"，推动消费者转向源头直采。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-blue-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>柔性供应链：</strong>敦煌网支持<strong>100-500件小单快返</strong>，满足美国中小B端买家碎片化需求。
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-50 p-5 rounded-lg">
|
||||
<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
|
||||
<i class="fas fa-chart-line text-purple-500 mr-2"></i>市场热度与情绪
|
||||
</h3>
|
||||
<ul class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="text-purple-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>新闻热度：</strong>4月15-20日相关报道<strong>超50篇</strong>，关键词搜索量<strong>周环比+300%</strong>。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-purple-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>研报密集度：</strong>财通、华福、国泰等机构<strong>4月内发布8篇深度报告</strong>。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="text-purple-500 mr-2">•</span>
|
||||
<div>
|
||||
<strong>情绪分歧：</strong>部分公司（如三态股份、巨星科技）<strong>紧急澄清"无合作"</strong>。
|
||||
</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-yellow-50 p-5 rounded-lg border-l-4 border-yellow-500">
|
||||
<h3 class="font-semibold text-lg text-gray-800 mb-3 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-yellow-500 mr-2"></i>预期差分析
|
||||
</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div>
|
||||
<h4 class="font-medium text-gray-700 mb-2">市场共识</h4>
|
||||
<p class="text-gray-600">敦煌网="关税套利平台"，短期流量爆发。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-medium text-gray-700 mb-2">忽略的关键点</h4>
|
||||
<ul class="text-gray-600 space-y-1">
|
||||
<li>• 佣金结构：300美元以下订单收取<strong>12%-25%佣金</strong></li>
|
||||
<li>• 合规风险：仿品/平替商品面临美国海关AI查验</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-fire text-red-500 mr-3"></i>关键催化剂与未来发展路径
|
||||
</h2>
|
||||
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-blue-50 p-5 rounded-lg">
|
||||
<h3 class="font-semibold text-lg text-blue-800 mb-3">近期催化剂（3-6个月）</h3>
|
||||
<ol class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">1</span>
|
||||
<div>
|
||||
<strong>关税政策细则：</strong>美国海关对低报价格的稽查力度。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">2</span>
|
||||
<div>
|
||||
<strong>海外仓补贴：</strong>中国地方政府对海外仓建设的<strong>专项补贴</strong>。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="bg-blue-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">3</span>
|
||||
<div>
|
||||
<strong>Q2财报验证：</strong>敦煌网母公司<strong>布鲁克（BROOK.SI）</strong>Q2业绩。
|
||||
</div>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-50 p-5 rounded-lg">
|
||||
<h3 class="font-semibold text-lg text-purple-800 mb-3">长期发展路径</h3>
|
||||
<ol class="space-y-3">
|
||||
<li class="flex items-start">
|
||||
<span class="bg-purple-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">1</span>
|
||||
<div>
|
||||
<strong>阶段1（2025H2）：</strong>转向<strong>"海外仓+本土分销"</strong>，客单价提升至<strong>200美元以上</strong>。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="bg-purple-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">2</span>
|
||||
<div>
|
||||
<strong>阶段2（2026-2027）：</strong>MyyShop社交电商模式放量，网红GMV占比提升至<strong>30%+</strong>。
|
||||
</div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<span class="bg-purple-500 text-white rounded-full w-6 h-6 flex items-center justify-center text-sm mr-3 flex-shrink-0">3</span>
|
||||
<div>
|
||||
<strong>阶段3（2028+）：</strong>成为"中国工厂DTC出海"基础设施，对标Shopify+B2B版本。
|
||||
</div>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-project-diagram text-green-500 mr-3"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="bg-gray-100 p-5 rounded-lg mb-6">
|
||||
<h3 class="font-semibold text-lg text-gray-800 mb-3">产业链图谱</h3>
|
||||
<div class="flex flex-wrap justify-center items-center gap-4">
|
||||
<div class="bg-blue-100 px-4 py-2 rounded-lg text-blue-800 font-medium">
|
||||
<i class="fas fa-industry mr-2"></i>上游：中国中小工厂
|
||||
</div>
|
||||
<div class="text-gray-500">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="bg-purple-100 px-4 py-2 rounded-lg text-purple-800 font-medium">
|
||||
<i class="fas fa-store mr-2"></i>中游：敦煌网+MyyShop
|
||||
</div>
|
||||
<div class="text-gray-500">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
<div class="bg-green-100 px-4 py-2 rounded-lg text-green-800 font-medium">
|
||||
<i class="fas fa-shopping-cart mr-2"></i>下游：美国中小B端买家
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">角色</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">竞争优势</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">华贸物流</td>
|
||||
<td class="py-3 px-4 text-gray-700">指定物流商</td>
|
||||
<td class="py-3 px-4 text-gray-700">持股佳成国际34%，绑定敦煌网<strong>95%直邮订单</strong></td>
|
||||
<td class="py-3 px-4 text-gray-700">T86取消后小包量<strong>下滑50%+</strong></td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">焦点科技</td>
|
||||
<td class="py-3 px-4 text-gray-700">B2B平台竞品</td>
|
||||
<td class="py-3 px-4 text-gray-700">中国制造网<strong>续约率60-70%</strong>，佣金仅2%</td>
|
||||
<td class="py-3 px-4 text-gray-700">阿里国际站<strong>9倍规模压制</strong></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">浔兴股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">柔性供应链</td>
|
||||
<td class="py-3 px-4 text-gray-700">承接<strong>100-500件小单</strong>，毛利率+10pct</td>
|
||||
<td class="py-3 px-4 text-gray-700">拉链品类<strong>非核心需求</strong>，替代性强</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">乐歌股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">稀缺海外仓</td>
|
||||
<td class="py-3 px-4 text-gray-700">美国仓面积<strong>30万㎡</strong>，租金成本<strong>$0.5/㎡/天</strong></td>
|
||||
<td class="py-3 px-4 text-gray-700">亚马逊FBA降价<strong>挤压第三方仓</strong></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-red-50 p-5 rounded-lg border-l-4 border-red-500">
|
||||
<h3 class="font-semibold text-lg text-red-800 mb-3">验证与证伪</h3>
|
||||
<div class="space-y-2">
|
||||
<p><strong>数据印证：</strong>敦煌网4月美国GMV<strong>增长100%</strong>，但华贸物流Q1空运收入<strong>环比下降15%</strong>。</p>
|
||||
<p><strong>矛盾点：</strong>研报称"仿品风险可控"，但路演透露<strong>已下架3000+仿品链接</strong>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<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="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险类型</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">具体表现</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">政策风险</td>
|
||||
<td class="py-3 px-4 text-gray-700">美国海关<strong>1039报关模式</strong>被滥用，可能引发<strong>系统性查验</strong>。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">商业化风险</td>
|
||||
<td class="py-3 px-4 text-gray-700">低单价商品<strong>佣金侵蚀利润</strong>（300美元以下订单佣金<strong>高达25%</strong>）。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">竞争风险</td>
|
||||
<td class="py-3 px-4 text-gray-700">阿里国际站推出<strong>"小额批发"频道</strong>（2025年4月内测），直接对标敦煌网。</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">信息矛盾</td>
|
||||
<td class="py-3 px-4 text-gray-700">路演称"敦煌网美国占比60%"，但专家会议透露<strong>"正降低美国份额至<50%"</strong>。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-gradient-to-r from-green-600 to-teal-600 text-white rounded-xl shadow-lg mb-8 card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 flex items-center">
|
||||
<i class="fas fa-check-circle mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-2">阶段判断</h3>
|
||||
<p class="text-lg">当前处于<strong>"政策套利末期+模式验证初期"</strong>，短期流量爆发不可持续，需观察<strong>海外仓渗透率</strong>（当前<strong><5%</strong>）能否快速提升。</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-star mr-2"></i>最确定
|
||||
</h4>
|
||||
<ul class="space-y-1">
|
||||
<li>• <strong>乐歌股份</strong>（海外仓稀缺性）</li>
|
||||
<li>• <strong>焦点科技</strong>（B2B平台佣金优势）</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<h4 class="font-semibold mb-2 flex items-center">
|
||||
<i class="fas fa-chart-line mr-2"></i>弹性标的
|
||||
</h4>
|
||||
<ul class="space-y-1">
|
||||
<li>• <strong>浔兴股份</strong>（小单快返验证）</li>
|
||||
<li>• <strong>华凯易佰</strong>（泛品类卖家受益流量外溢）</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||||
<ol class="space-y-2">
|
||||
<li>
|
||||
<strong>1. 敦煌网美国GMV占比：</strong>若从60%降至40%以下，验证欧洲市场拓展成功。
|
||||
</li>
|
||||
<li>
|
||||
<strong>2. 海外仓单量增速：</strong>Q2需环比<strong>+50%</strong>以上，才能抵消小包下滑。
|
||||
</li>
|
||||
<li>
|
||||
<strong>3. 仿品下架率：</strong>每月下架链接数<strong><1000条</strong>，表明合规风险可控。
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 bg-white bg-opacity-20 p-4 rounded-lg">
|
||||
<p class="text-xl font-semibold text-center italic">敦煌网是关税政策下的"流量现象"，但长期价值取决于能否从"免税套利"升级为"供应链赋能"的基础设施。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-white rounded-xl shadow-lg card-hover">
|
||||
<div class="card-body p-6">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-table text-blue-500 mr-3"></i>敦煌网跨境电商关联股票
|
||||
</h2>
|
||||
|
||||
<div class="table-container">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg overflow-hidden">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">标签1(行业)</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">标签2(产业链)</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">标签3(项目)</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">关联原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">华贸物流</td>
|
||||
<td class="py-3 px-4 text-gray-700">物流服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">敦煌网指定物流供应商</td>
|
||||
<td class="py-3 px-4 text-gray-700">杭州佳成国际物流持股34%</td>
|
||||
<td class="py-3 px-4 text-gray-700">公司持股34%的杭州佳成国际物流是敦煌网等多家跨境电商平台的指定国际物流供应商</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">久其软件</td>
|
||||
<td class="py-3 px-4 text-gray-700">数字化合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">软件服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">敦煌网JoinChat项目银奖</td>
|
||||
<td class="py-3 px-4 text-gray-700">全资子公司久其数字参与敦煌网数字化项目并获奖</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">浔兴股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">平台工具支持</td>
|
||||
<td class="py-3 px-4 text-gray-700">全球交易助手</td>
|
||||
<td class="py-3 px-4 text-gray-700">产品支持Aliexpress、eBay、Wish、敦煌网等跨境电商平台</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">瑞贝卡</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">平台开店</td>
|
||||
<td class="py-3 px-4 text-gray-700">零售贸易</td>
|
||||
<td class="py-3 px-4 text-gray-700">在速卖通、亚马逊、eBay、Wish、敦煌网等平台开设店铺</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">三态股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">物流与数据分析</td>
|
||||
<td class="py-3 px-4 text-gray-700">绿色通道路演</td>
|
||||
<td class="py-3 px-4 text-gray-700">与敦煌网等平台合作，提供站外流量、数据分析等服务</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">汇鸿集团</td>
|
||||
<td class="py-3 px-4 text-gray-700">股权投资</td>
|
||||
<td class="py-3 px-4 text-gray-700">凯鹏华盈投资</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境贸易</td>
|
||||
<td class="py-3 px-4 text-gray-700">子公司持有凯鹏华盈6.15%股权，后者曾投资敦煌网</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">青岛金王</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">战略合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">日化零售</td>
|
||||
<td class="py-3 px-4 text-gray-700">与敦煌网建立战略合作关系，利用平台优势发展业务</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">中文传媒</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">行云平台合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">文化传媒</td>
|
||||
<td class="py-3 px-4 text-gray-700">子公司行云平台服务于敦煌网等外贸电商客户</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">新华锦</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">子公司合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">外贸综合服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">子公司曾与敦煌网合作，但目前已终止合作</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">焦点科技</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">中国制造网</td>
|
||||
<td class="py-3 px-4 text-gray-700">B2B平台</td>
|
||||
<td class="py-3 px-4 text-gray-700">旗下中国制造网与敦煌网竞争并共享行业红利</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">*ST开元</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">人才培养合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">职业教育</td>
|
||||
<td class="py-3 px-4 text-gray-700">与敦煌网开展跨境电商人才培养合作</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">苏豪弘业</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">平台合作</td>
|
||||
<td class="py-3 px-4 text-gray-700">外贸综合服务</td>
|
||||
<td class="py-3 px-4 text-gray-700">在敦煌网等平台建设跨境电商店铺</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="py-3 px-4 font-medium text-gray-900">哈尔斯</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">平台开店</td>
|
||||
<td class="py-3 px-4 text-gray-700">家居用品</td>
|
||||
<td class="py-3 px-4 text-gray-700">在敦煌网开设店铺进行产品销售</td>
|
||||
</tr>
|
||||
<tr class="bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium text-gray-900">茶花股份</td>
|
||||
<td class="py-3 px-4 text-gray-700">跨境电商</td>
|
||||
<td class="py-3 px-4 text-gray-700">DHgate投放</td>
|
||||
<td class="py-3 px-4 text-gray-700">日用品制造</td>
|
||||
<td class="py-3 px-4 text-gray-700">在敦煌网等平台进行产品投放销售</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
option = {
|
||||
tooltip: {
|
||||
trigger: 'axis',
|
||||
backgroundColor: 'rgba(10, 15, 30, 0.8)',
|
||||
borderColor: 'rgba(0, 229, 255, 0.5)',
|
||||
textStyle: {
|
||||
color: '#b0c4de'
|
||||
}
|
||||
},
|
||||
grid: {
|
||||
left: '3%',
|
||||
right: '4%',
|
||||
bottom: '3%',
|
||||
containLabel: true
|
||||
},
|
||||
xAxis: {
|
||||
type: 'category',
|
||||
boundaryGap: false,
|
||||
data: ['4月12日', '4月13日', '4月14日', '4月15日', '4月16日', '4月17日', '4月18日'],
|
||||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.2)' } }
|
||||
},
|
||||
yAxis: {
|
||||
type: 'value',
|
||||
name: '下载量(估算)',
|
||||
splitLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.1)' } },
|
||||
axisLine: { lineStyle: { color: 'rgba(255, 255, 255, 0.2)' } }
|
||||
},
|
||||
series: [
|
||||
{
|
||||
name: '日下载量',
|
||||
type: 'line',
|
||||
smooth: true,
|
||||
symbol: 'none',
|
||||
data: [25000, 40000, 90000, 240000, 235000, 245000, 253744],
|
||||
itemStyle: {
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{ offset: 0, color: '#00e5ff' },
|
||||
{ offset: 1, color: '#1f4295' }
|
||||
])
|
||||
},
|
||||
areaStyle: {
|
||||
opacity: 0.3,
|
||||
color: new echarts.graphic.LinearGradient(0, 0, 0, 1, [
|
||||
{ offset: 0, color: 'rgba(0, 229, 255, 0.5)' },
|
||||
{ offset: 1, color: 'rgba(31, 66, 149, 0.1)' }
|
||||
])
|
||||
},
|
||||
emphasis: {
|
||||
focus: 'series'
|
||||
},
|
||||
}
|
||||
]
|
||||
};
|
||||
option && myChart.setOption(option);
|
||||
window.addEventListener('resize', myChart.resize);
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user