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zzlgreat
2025-12-05 13:29:18 +08:00
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public/htmls/韦神概念股.html
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<!DOCTYPE html>
<html lang="zh-CN">
<html lang="zh-CN" data-theme="night">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>韦神概念股 - 行业洞察报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.0.0/css/all.min.css">
<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
min-height: 100vh;
}
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.card-shadow {
box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
}
.timeline-dot {
width: 16px;
height: 16px;
border-radius: 50%;
background-color: #667eea;
position: absolute;
left: -8px;
top: 6px;
}
.timeline-line {
position: absolute;
left: 0;
top: 22px;
bottom: 0;
width: 2px;
background-color: #e2e8f0;
}
.table-responsive {
overflow-x: auto;
}
@media (max-width: 768px) {
.timeline-line {
left: 8px;
}
.timeline-dot {
left: 0;
}
}
</style>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>深度投研：韦神概念股</title>
<script src="https://cdn.tailwindcss.com"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.0/dist/cdn.min.js"></script>
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
<style>
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
body {
font-family: 'Noto Sans SC', sans-serif;
background-color: #000010;
background-image:
radial-gradient(circle at 15% 15%, rgba(100, 120, 255, 0.2) 0%, transparent 40%),
radial-gradient(circle at 85% 75%, rgba(255, 100, 200, 0.18) 0%, transparent 40%),
radial-gradient(circle at 50% 50%, rgba(120, 200, 255, 0.1) 0%, transparent 30%);
color: #E0E0E0;
overflow-x: hidden;
}
.glass-card {
background: rgba(10, 10, 30, 0.5);
backdrop-filter: blur(20px);
-webkit-backdrop-filter: blur(20px);
border: 1px solid rgba(100, 120, 255, 0.2);
border-radius: 1.5rem; /* 极致圆角 */
transition: all 0.3s ease;
}
.glass-card:hover {
border-color: rgba(150, 170, 255, 0.5);
box-shadow: 0 0 30px rgba(100, 120, 255, 0.3);
}
.bento-grid {
display: grid;
grid-template-columns: repeat(12, 1fr);
gap: 1.5rem;
}
.grid-span-12 { grid-column: span 12; }
.grid-span-8 { grid-column: span 12; }
.grid-span-6 { grid-column: span 12; }
.grid-span-4 { grid-column: span 12; }
@media (min-width: 1024px) {
.grid-span-8 { grid-column: span 8; }
.grid-span-6 { grid-column: span 6; }
.grid-span-4 { grid-column: span 4; }
}
.section-title {
font-size: 1.75rem;
font-weight: 500;
color: #FFFFFF;
padding-bottom: 0.5rem;
border-bottom: 1px solid rgba(100, 120, 255, 0.3);
margin-bottom: 1.5rem;
display: flex;
align-items: center;
}
.section-title::before {
content: '';
display: inline-block;
width: 4px;
height: 24px;
background-color: #8A9FFF;
margin-right: 0.75rem;
border-radius: 2px;
box-shadow: 0 0 8px #8A9FFF;
}
.timeline-item {
position: relative;
padding-left: 2.5rem;
padding-bottom: 2rem;
border-left: 2px solid rgba(100, 120, 255, 0.2);
}
.timeline-item:last-child {
border-left: 2px solid transparent;
padding-bottom: 0;
}
.timeline-marker {
position: absolute;
left: -10px;
top: 0;
width: 20px;
height: 20px;
border-radius: 50%;
background-color: rgba(100, 120, 255, 0.3);
border: 3px solid #8A9FFF;
box-shadow: 0 0 10px #8A9FFF;
}
.table thead th {
background-color: rgba(100, 120, 255, 0.1);
color: #C0C8FF;
font-weight: 500;
}
.table tbody tr:hover {
background-color: rgba(100, 120, 255, 0.08);
}
.tag-badge {
background-color: rgba(100, 120, 255, 0.15);
color: #C0C8FF;
border: 1px solid rgba(100, 120, 255, 0.3);
}
</style>
</head>
<body class="bg-gray-50">
<div class="container mx-auto px-4 py-8 max-w-7xl">
<!-- 标题部分 -->
<div class="mb-10 text-center">
<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">韦神概念股</h1>
<p class="text-xl text-gray-600 max-w-3xl mx-auto">以"韦"字谐音或关联为核心的主题炒作，叠加AI教育、半导体、医疗等前沿领域的交叉叙事</p>
</div>
<body class="min-h-screen p-4 sm:p-6 lg:p-8">
<!-- 概念事件时间轴 -->
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-history text-indigo-600 mr-3"></i>
概念事件时间轴
</h2>
<div class="relative pl-8">
<div class="timeline-line"></div>
<div class="relative mb-8">
<div class="timeline-dot"></div>
<div class="bg-indigo-50 rounded-lg p-4">
<h3 class="font-bold text-lg text-indigo-700">2024年10月</h3>
<p class="text-gray-700 mt-2">智谱AI概念爆发→豆神教育等涨停。市场误将"豆神"与"韦神"关联，引发"教育+AI"炒作。</p>
</div>
</div>
<div class="relative mb-8">
<div class="timeline-dot"></div>
<div class="bg-purple-50 rounded-lg p-4">
<h3 class="font-bold text-lg text-purple-700">2025年2月</h3>
<p class="text-gray-700 mt-2">韦尔股份新品发布→CIS芯片国产替代逻辑强化。发布50K50DH高端CIS芯片，抢占索尼份额。</p>
</div>
</div>
<div class="relative">
<div class="timeline-dot"></div>
<div class="bg-pink-50 rounded-lg p-4">
<h3 class="font-bold text-lg text-pink-700">2025年3月</h3>
<p class="text-gray-700 mt-2">台风"韦帕"登陆→海洋经济概念股联动。巨力索具7连板、神开股份涨停，形成情绪炒作。</p>
</div>
</div>
</div>
</div>
<div class="max-w-7xl mx-auto">
<!-- Header -->
<header class="text-center py-8 mb-8">
<h1 class="text-4xl md:text-5xl font-bold text-white tracking-wider">
<span class="bg-clip-text text-transparent bg-gradient-to-r from-blue-400 to-purple-400">
深度投研：韦神概念股
</span>
</h1>
<p class="mt-4 text-lg text-gray-400">一份由Meme、情绪与产业趋势交织的深度剖析</p>
</header>
<!-- 核心观点摘要 -->
<div class="card gradient-bg rounded-xl shadow-lg p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-lightbulb mr-3"></i>
核心观点摘要
</h2>
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
<h3 class="font-bold text-lg mb-2">当前阶段</h3>
<p>主题炒作主导，缺乏基本面支撑，但部分标的（如韦尔股份）存在真实产业逻辑。</p>
</div>
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
<h3 class="font-bold text-lg mb-2">核心驱动力</h3>
<p>谐音梗+热点事件催化，叠加AI、半导体、教育等长期赛道预期。</p>
</div>
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-4">
<h3 class="font-bold text-lg mb-2">未来潜力</h3>
<p>短期看情绪轮动，中长期需验证相关公司的技术落地或订单兑现。</p>
</div>
</div>
</div>
<!-- Main Content -->
<main class="bento-grid">
<!-- 核心逻辑与市场认知 -->
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-brain text-indigo-600 mr-3"></i>
核心逻辑与市场认知
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h3 class="font-bold text-lg text-gray-700 mb-3">核心驱动力</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">谐音与情绪炒作</span>
<p class="text-gray-600 text-sm">"韦"字辈公司因名称关联被资金短期追捧，如北纬科技、尚纬股份等。</p>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">产业逻辑嫁接</span>
<p class="text-gray-600 text-sm">韦尔股份：高端CIS芯片国产替代（全球车用CIS市占率超45%）</p>
</div>
</li>
</ul>
</div>
<div>
<h3 class="font-bold text-lg text-gray-700 mb-3">市场热度与情绪</h3>
<ul class="space-y-3">
<li class="flex items-start">
<i class="fas fa-fire text-orange-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">新闻热度</span>
<p class="text-gray-600 text-sm">2025年3月"韦帕"台风期间，海洋经济概念股单日涨停家数超10家。</p>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-chart-line text-blue-500 mt-1 mr-2"></i>
<div>
<span class="font-medium">研报覆盖</span>
<p class="text-gray-600 text-sm">韦尔股份、神火股份等被多家券商深度推荐，但"韦神"主题本身无研报覆盖。</p>
</div>
</li>
</ul>
</div>
</div>
</div>
<!-- 关键催化剂 -->
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-rocket text-indigo-600 mr-3"></i>
关键催化剂
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div class="border-l-4 border-indigo-500 pl-4">
<h3 class="font-bold text-lg text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
<ul class="space-y-2">
<li class="flex items-start">
<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
<p class="text-gray-600">2025年Q2：50MP新品放量，验证安卓高端机份额提升</p>
</li>
<li class="flex items-start">
<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
<p class="text-gray-600">汽车CIS：800万像素产品国内市占率冲刺第一</p>
</li>
<li class="flex items-start">
<span class="bg-purple-100 text-purple-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">神火股份</span>
<p class="text-gray-600">云南复产：丰水期电价下降，Q3利润弹性释放</p>
</li>
</ul>
</div>
<div class="border-l-4 border-purple-500 pl-4">
<h3 class="font-bold text-lg text-gray-700 mb-3">长期发展路径</h3>
<ul class="space-y-2">
<li class="flex items-start">
<span class="bg-indigo-100 text-indigo-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">韦尔股份</span>
<p class="text-gray-600">从手机CIS向汽车、AR/VR延伸（LCOS技术已获大客户订单）</p>
</li>
<li class="flex items-start">
<span class="bg-purple-100 text-purple-800 text-xs font-medium px-2.5 py-0.5 rounded mr-2">神火股份</span>
<p class="text-gray-600">新疆五号煤矿（25亿吨储量）若投产，可新增4000万吨/年产能</p>
</li>
</ul>
</div>
</div>
</div>
<!-- 核心公司对比 -->
<div class="card bg-white rounded-xl shadow-lg p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-balance-scale text-indigo-600 mr-3"></i>
核心玩家对比
</h2>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑纯度</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap">
<div class="flex items-center">
<div class="flex-shrink-0 h-10 w-10 bg-indigo-100 rounded-full flex items-center justify-center">
<span class="text-indigo-800 font-bold">韦</span>
</div>
<div class="ml-4">
<div class="text-sm font-medium text-gray-900">韦尔股份</div>
</div>
<!-- Insight: 核心观点 -->
<section class="glass-card p-6 md:p-8 grid-span-8">
<h2 class="section-title">核心观点摘要</h2>
<div class="space-y-4 text-gray-300">
<p>“韦神概念股”本质上是一个由<strong class="text-blue-300">网络Meme驱动、缺乏统一内核的投机性主题</strong>，其核心驱动力在于市场情绪的联想与发酵，而非坚实的产业逻辑。</p>
<p>目前，该概念正处于<strong class="text-purple-300">从纯粹情绪炒作向硬核科技概念附会的转型阶段</strong>。其未来潜力完全取决于能否成功“寄生”于AI、Web3等真实的技术变革浪潮，并筛选出真正具备“天才级”技术壁垒的核心资产。</p>
<p>投资该概念的本质，是在伪逻辑的废墟中寻找真金。最具投资价值的方向在于<strong class="text-teal-300">“伪概念下的真龙头”（如韦尔股份）</strong>与<strong class="text-indigo-300">“机构定义的未来赛道”（如四方精创）</strong>。</p>
</div>
</td>
<td class="px-6 py-4 whitespace-nowrap">
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">高</span>
</td>
<td class="px-6 py-4 text-sm text-gray-500">高端CIS技术领先，汽车CIS份额45%</td>
<td class="px-6 py-4 text-sm text-gray-500">手机需求不及预期</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap">
<div class="flex items-center">
<div class="flex-shrink-0 h-10 w-10 bg-purple-100 rounded-full flex items-center justify-center">
<span class="text-purple-800 font-bold">神</span>
</div>
<div class="ml-4">
<div class="text-sm font-medium text-gray-900">神火股份</div>
</div>
</div>
</td>
<td class="px-6 py-4 whitespace-nowrap">
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-green-100 text-green-800">高</span>
</td>
<td class="px-6 py-4 text-sm text-gray-500">新疆+云南低成本电解铝，股息率5.5%</td>
<td class="px-6 py-4 text-sm text-gray-500">云南限电反复</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap">
<div class="flex items-center">
<div class="flex-shrink-0 h-10 w-10 bg-yellow-100 rounded-full flex items-center justify-center">
<span class="text-yellow-800 font-bold">豆</span>
</div>
<div class="ml-4">
<div class="text-sm font-medium text-gray-900">豆神教育</div>
</div>
</div>
</td>
<td class="px-6 py-4 whitespace-nowrap">
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-yellow-100 text-yellow-800">低</span>
</td>
<td class="px-6 py-4 text-sm text-gray-500">AI教育硬件布局，但业绩兑现存疑</td>
<td class="px-6 py-4 text-sm text-gray-500">政策监管风险</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap">
<div class="flex items-center">
<div class="flex-shrink-0 h-10 w-10 bg-red-100 rounded-full flex items-center justify-center">
<span class="text-red-800 font-bold">北</span>
</div>
<div class="ml-4">
<div class="text-sm font-medium text-gray-900">北纬科技</div>
</div>
</div>
</td>
<td class="px-6 py-4 whitespace-nowrap">
<span class="px-2 inline-flex text-xs leading-5 font-semibold rounded-full bg-red-100 text-red-800">极低</span>
</td>
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字，无实质业务关联</td>
<td class="px-6 py-4 text-sm text-gray-500">纯情绪炒作，无基本面支撑</td>
</tr>
</tbody>
</table>
</div>
</div>
</section>
<!-- 潜在风险 -->
<div class="card bg-white rounded-xl shadow-lg 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-red-500 mr-3"></i>
潜在风险与挑战
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-500">
<h3 class="font-bold text-lg text-red-700 mb-2">技术风险</h3>
<p class="text-gray-700">韦尔股份50MP CIS良率不及预期，索尼降价竞争。</p>
</div>
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-500">
<h3 class="font-bold text-lg text-yellow-700 mb-2">商业化风险</h3>
<p class="text-gray-700">豆神教育AI硬件出货量未披露，教育场景落地难度大。</p>
</div>
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
<h3 class="font-bold text-lg text-blue-700 mb-2">政策风险</h3>
<p class="text-gray-700">神火股份云南产能受水电政策影响（限电或电价上调）。</p>
</div>
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
<h3 class="font-bold text-lg text-purple-700 mb-2">信息矛盾</h3>
<p class="text-gray-700">海通称神火2025年利润72-73亿，但国信路演假设铝价1.9万/吨（当前2万/吨）。</p>
</div>
</div>
</div>
<!-- ECharts: 核心玩家对比 -->
<section class="glass-card p-6 md:p-8 grid-span-4">
<h2 class="section-title">核心玩家竞争力雷达</h2>
<div id="echarts-radar" class="w-full h-80"></div>
</section>
<!-- 综合结论与投资启示 -->
<div class="card bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl shadow-lg p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line mr-3"></i>
综合结论与投资启示
</h2>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
<div>
<h3 class="font-bold text-lg mb-3">阶段判断</h3>
<p class="mb-4">主题炒作向基本面过渡，韦尔股份、神火股份具备真实逻辑，其余"韦"字辈为纯情绪博弈。</p>
<h3 class="font-bold text-lg mb-3">投资方向</h3>
<ul class="space-y-2">
<li class="flex items-start">
<i class="fas fa-arrow-right text-white mt-1 mr-2"></i>
<div>
<span class="font-medium">韦尔股份</span>
<p class="text-sm opacity-90">汽车CIS+AR/VR第二增长曲线，2025年PE仅10倍</p>
</div>
</li>
<li class="flex items-start">
<i class="fas fa-arrow-right text-white mt-1 mr-2"></i>
<div>
<span class="font-medium">神火股份</span>
<p class="text-sm opacity-90">高股息+成本优势，云南复产催化Q3业绩</p>
</div>
</li>
</ul>
</div>
<div>
<h3 class="font-bold text-lg mb-3">跟踪指标</h3>
<ul class="space-y-3">
<li class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-3">
<span class="font-medium">韦尔股份</span>
<p class="text-sm mt-1">50MP产品客户渗透率（小米、vivo订单落地）</p>
</li>
<li class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-sm rounded-lg p-3">
<span class="font-medium">神火股份</span>
<p class="text-sm mt-1">云南电价波动（丰水期0.25元/度 vs 枯水期0.5元/度）</p>
</li>
</ul>
<div class="mt-4 bg-red-500 bg-opacity-30 backdrop-filter backdrop-blur-sm rounded-lg p-3">
<p class="text-sm"><i class="fas fa-exclamation-circle mr-2"></i>风险提示：短期需警惕"韦神"主题退潮后的流动性踩踏，中长期聚焦技术/成本验证。</p>
</div>
</div>
</div>
</div>
<!-- Insight: 概念演化路径 -->
<section class="glass-card p-6 md:p-8 grid-span-12">
<h2 class="section-title">概念形成与演化路径</h2>
<div class="relative">
<div class="timeline-item">
<div class="timeline-marker"></div>
<h3 class="text-lg font-semibold text-white mb-2">第一阶段：Meme发酵与无厘头联想 (情绪驱动)</h3>
<p class="text-gray-400 mb-2">依据“韦神”个人事迹、生活习惯（馒头 -> 巴比食品）、姓名谐音（韦 -> 韦尔股份）进行的发散式、非理性炒作。</p>
<div class="badge badge-outline border-red-400/50 text-red-300">高风险 / 纯情绪</div>
</div>
<div class="timeline-item">
<div class="timeline-marker"></div>
<h3 class="text-lg font-semibold text-white mb-2">第二阶段：向科技前沿概念的“强行关联” (题材驱动)</h3>
<p class="text-gray-400 mb-2">市场将“顶尖智慧”符号与AI、区块链等高阶算法领域捆绑，试图为概念注入科技内涵。如数学天才 -> AI大模型 -> 豆神教育（智谱AI）。</p>
<div class="badge badge-outline border-yellow-400/50 text-yellow-300">题材炒作 / 逻辑附会</div>
</div>
<div class="timeline-item">
<div class="timeline-marker"></div>
<h3 class="text-lg font-semibold text-white mb-2">第三阶段：机构话语权介入与概念“正规化”尝试 (研报定义)</h3>
<p class="text-gray-400 mb-2">部分研报（如2025.6.10）首次将概念明确定义为“Web3/区块链领军企业”，并聚焦香港稳定币试点，将概念引向有产业政策支撑的赛道，核心标的转向四方精创、连连数字等。</p>
<div class="badge badge-outline border-green-400/50 text-green-300">价值发现 / 逻辑收敛</div>
</div>
</div>
</section>
<!-- 核心矛盾与预期差 -->
<section class="glass-card p-6 md:p-8 grid-span-6">
<h2 class="section-title">核心矛盾与预期差</h2>
<div class="space-y-4">
<div>
<h4 class="font-semibold text-blue-300">Meme与基本面的预期差</h4>
<p class="text-gray-400">市场因“韦神爱吃馒头”关注巴比食品，但公司基本面驱动力是门店扩张与供应链，与Meme逻辑存在100%的预期差。</p>
</div>
<div>
<h4 class="font-semibold text-purple-300">宏大叙事与实际进展的预期差</h4>
<p class="text-gray-400">研报将韦尔股份与AI强关联，但公司路演更务实地落在“摄像头性能是AI算力的基础”；舒泰神新药获受理引发市场狂热，但公司公告明确提示“能否获批尚存诸多不确定”。</p>
</div>
<div>
<h4 class="font-semibold text-teal-300">被忽略的关键点</h4>
<p class="text-gray-400">市场热衷“韦”字谐音梗，却可能忽略了<strong class="text-white">韦尔股份拟更名“豪威集团”</strong>的重大战略信号——这是其从A股认知向全球半导体巨头身份转变的标志，意义远超短期炒作。</p>
</div>
</div>
</section>
<!-- 催化剂与发展路径 -->
<section class="glass-card p-6 md:p-8 grid-span-6">
<h2 class="section-title">催化剂与未来发展路径</h2>
<div x-data="{ tab: 'catalyst' }" class="w-full">
<div class="tabs tabs-boxed bg-black/20 mb-4">
<a class="tab" :class="{ 'tab-active bg-blue-500/30': tab === 'catalyst' }" @click.prevent="tab = 'catalyst'">近期催化剂</a>
<a class="tab" :class="{ 'tab-active bg-blue-500/30': tab === 'path' }" @click.prevent="tab = 'path'">长期发展路径</a>
</div>
<!-- 关联股票表格 -->
<div class="card bg-white rounded-xl shadow-lg p-6">
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
<i class="fas fa-table text-indigo-600 mr-3"></i>
关联股票数据
</h2>
<div class="overflow-x-auto">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/主营业务</th>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">产业链/合作方</th>
<th 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">豆神教育</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">AI硬件研发（学习陪伴、AI护眼屏、AI学习座舱等）</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">公司计划打造基于教育场景的AI硬件产品</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">世纪天鸿</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">教辅图书研发与制作</td>
<td class="px-6 py-4 text-sm text-gray-500">AI+教育产品探索</td>
<td class="px-6 py-4 text-sm text-gray-500">作为中小学助学读物内容提供商，探索AI教育产品作为第二增长曲线</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">盛通股份</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">科技赛事活动组织、前沿课程研发</td>
<td class="px-6 py-4 text-sm text-gray-500">VR/视频等技术应用</td>
<td class="px-6 py-4 text-sm text-gray-500">通过科技赛事和课程研发提升青少年科学素养</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">方直科技</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">智慧教育行业应用</td>
<td class="px-6 py-4 text-sm text-gray-500">鲲鹏</td>
<td class="px-6 py-4 text-sm text-gray-500">成立鲲鹏应用联合实验室推出教学资源服务和备授课产品</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">昂立教育</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">数学产品政策风险</td>
<td class="px-6 py-4 text-sm text-gray-500">奥数业务存在政策风险但预期未来回报</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">视源股份</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">智慧课堂硬件支持</td>
<td class="px-6 py-4 text-sm text-gray-500">希沃</td>
<td class="px-6 py-4 text-sm text-gray-500">希沃品牌在交互智能平板市占率高，支持智慧课堂</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">鸿合科技</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">文化教育</td>
<td class="px-6 py-4 text-sm text-gray-500">小优成长书房加盟</td>
<td class="px-6 py-4 text-sm text-gray-500">北京/武汉/石家庄首批书店开业</td>
<td class="px-6 py-4 text-sm text-gray-500">通过加盟模式拓展AI教育服务布局</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">爱迪特</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">氧化锆瓷块用于义齿修复</td>
<td class="px-6 py-4 text-sm text-gray-500">北大口腔医院</td>
<td class="px-6 py-4 text-sm text-gray-500">长期合作北大口腔医院并自主研发义齿修复材料</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">通策医疗</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务</td>
<td class="px-6 py-4 text-sm text-gray-500">参股口腔基金开设武汉/西安/成都大型口腔医院</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">皓宸医疗</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务</td>
<td class="px-6 py-4 text-sm text-gray-500">2023年口腔业务毛利率52.44%</td>
<td class="px-6 py-4 text-sm text-gray-500">口腔医疗服务占比较高且毛利率显著</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">可孚医疗</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">牙齿美白/正畸等消费级产品</td>
<td class="px-6 py-4 text-sm text-gray-500">可孚口腔</td>
<td class="px-6 py-4 text-sm text-gray-500">家用医疗器械龙头布局口腔消费级产品及线下服务</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">两面针</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">儿童口腔洗漱产品</td>
<td class="px-6 py-4 text-sm text-gray-500">天猫/京东/拼多多线上销售</td>
<td class="px-6 py-4 text-sm text-gray-500">推出儿童口腔护理产品并覆盖主流电商平台</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">倍加洁</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">牙科医疗</td>
<td class="px-6 py-4 text-sm text-gray-500">牙膏生产线</td>
<td class="px-6 py-4 text-sm text-gray-500">6000万支/年</td>
<td class="px-6 py-4 text-sm text-gray-500">现有牙膏生产线产能规模</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">巴比食品</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">生活习惯</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">中式面点连锁企业</td>
<td class="px-6 py-4 text-sm text-gray-500">韦神钟爱馒头产品带来的品牌关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">北纬科技</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">物联网/5G应用</td>
<td class="px-6 py-4 text-sm text-gray-500">公司名称含"纬"字与韦神概念关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">尚纬股份</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
<td class="px-6 py-4 text-sm text-gray-500">特种电线电缆</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华纬科技</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
<td class="px-6 py-4 text-sm text-gray-500">弹簧研发制造</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">经纬股份</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
<td class="px-6 py-4 text-sm text-gray-500">电力设计咨询</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">上纬新材</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">"韦"字辈</td>
<td class="px-6 py-4 text-sm text-gray-500">环保复合材料</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">名称含"纬"字形成概念关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">奕东电子</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">谐音梗</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">消费电子精密组件</td>
<td class="px-6 py-4 text-sm text-gray-500">公司名称与"韦东奕"谐音关联</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">*ST东易</td>
<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">谐音梗</td>
<td class="px-6 py-4 text-sm text-gray-500">建筑装饰工程</td>
<td class="px-6 py-4 text-sm text-gray-500">-</td>
<td class="px-6 py-4 text-sm text-gray-500">证券简称与"东易"谐音关联</td>
</tr>
</tbody>
</table>
</div>
<div x-show="tab === 'catalyst'" class="space-y-3">
<p><strong class="text-white">AI领域：</strong>国内大模型新版本发布或技术突破，利好豆神教育等。</p>
<p><strong class="text-white">Web3领域：</strong>香港稳定币监管条例落地或牌照发放，利好四方精创、连连数字。</p>
<p><strong class="text-white">公司个体：</strong>舒泰神新药获批、韦尔股份订单超预期、神开股份获重大项目。</p>
</div>
<div x-show="tab === 'path'" class="space-y-3">
<p><strong class="text-white">概念消亡：</strong>情绪冷却，无厘头联想被遗忘。</p>
<p><strong class="text-white">概念分化与收敛：</strong>市场自动筛选，概念收敛至具备高技术壁垒的赛道。最终市场认可的是“半导体龙头”韦尔股份，而非“韦神概念股”。</p>
<p class="text-gray-400">长期看，概念将经历<strong class="text-teal-300">“去Meme化”</strong>和<strong class="text-indigo-300">“价值回归”</strong>的过程。</p>
</div>
</div>
</section>
<!-- 关键信息交叉验证 -->
<section class="glass-card p-6 md:p-8 grid-span-12">
<h2 class="section-title">关键信息交叉验证 (新闻 / 路演 / 研报)</h2>
<div x-data="{ activeTab: 'roadshow' }" class="w-full">
<div class="tabs tabs-boxed bg-black/20 mb-4">
<a class="tab" :class="{ 'tab-active bg-purple-500/30': activeTab === 'roadshow' }" @click="activeTab = 'roadshow'">路演纪要</a>
<a class="tab" :class="{ 'tab-active bg-purple-500/30': activeTab === 'news' }" @click="activeTab = 'news'">新闻数据</a>
<a class="tab" :class="{ 'tab-active bg-purple-500/30': activeTab === 'report' }" @click="activeTab = 'report'">研报观点</a>
</div>
<div x-show="activeTab === 'roadshow'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-white">
<h4>韦尔股份：唯一高度符合“韦神概念股”硬核内涵的公司</h4>
<ul>
<li><strong>技术壁垒与自研：</strong>强调“自研Stack工艺、BSI等<strong class='text-blue-300'>核心技术</strong>”，以“<strong class='text-blue-300'>技术代差</strong>”为核心，目标成为汽车CIS领域“<strong class='text-blue-300'>绝对垄断者</strong>”。</li>
<li><strong>高研发投入：</strong>2025年研发费用率维持15%以上，摄像头团队扩招20%-30%。</li>
<li><strong>前沿布局：</strong>明确布局AI手机影像、AR/VR（LCOS、MicroLED），在低功耗、小像素技术上具备先发优势。</li>
</ul>
<h4>其他公司</h4>
<ul>
<li><strong>神火股份/唐人神：</strong>路演核心围绕煤炭/铝价周期与生猪养殖成本，与高科技研发无关。</li>
</ul>
<p class="text-sm text-gray-500 mt-4">结论：路演数据强力验证了韦尔股份的技术内核，与其他被关联公司形成鲜明对比，是“伪概念下的真龙头”的核心证据。</p>
</div>
<div x-show="activeTab === 'news'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-white">
<h4>直接相关公司动态</h4>
<ul>
<li><strong>韦尔股份(603501):</strong> 业绩预告强劲 (预计净利 YoY+515~570%)，高盛看好其安卓市场份额增加，新品50K50DH抢占索尼份额，并拟更名为“豪威集团”。</li>
<li><strong>豆神教育(300010):</strong> 股价因“智谱AI概念”多次大涨，并与腾讯云签署战略合作，强力绑定AI+教育叙事。</li>
<li><strong>舒泰神(300204):</strong> 创新药STSP-0601上市申请获受理，引发市场热炒，但公司提示不确定性风险。</li>
<li><strong>神开股份(002278):</strong> 股价因深海科技、商业航天等概念反复活跃，波动剧烈，是典型的多题材叠加股。</li>
</ul>
<p class="text-sm text-gray-500 mt-4">结论：新闻数据印证了各核心标的的市场热点驱动因素，韦尔股份由业绩驱动，豆神教育由AI概念驱动，舒泰神由新药预期驱动，神开股份由题材轮动驱动。</p>
</div>
<div x-show="activeTab === 'report'" class="prose prose-invert max-w-none prose-p:text-gray-300 prose-strong:text-white">
<h4>“韦神概念股”定义演变</h4>
<ul>
<li><strong>早期 (2024.01-03):</strong> 研报未直接提及，但市场热度开始指向<strong class='text-yellow-300'>多模态AI</strong>、<strong class='text-yellow-300'>区块链</strong>等潜在方向。</li>
<li><strong>中期 (2025.02):</strong> 研报核心主题为“<strong class='text-yellow-300'>AI概念股</strong>”，点名Palantir、辉达(NVIDIA)、万国数据等。</li>
<li><strong>近期 (2025.06.10):</strong> 出现关键性研报，首次将“韦神概念股”明确定义为“<strong class='text-green-300'>Web3/区块链领域领军企业</strong>”，聚焦香港稳定币生态。
<ul>
<li><strong>核心标的:</strong> 渣打集团 (2888.HK), 连连数字 (2598.HK), <strong class='text-green-300'>四方精创 (300468.SZ)</strong>, 京东集团-SW (09618.HK)。</li>
</ul>
</li>
</ul>
<p class="text-sm text-gray-500 mt-4">结论：研报数据揭示了机构试图将这一Meme概念“收编”并引导至有实质产业逻辑（AI、Web3）赛道的清晰路径。</p>
</div>
</div>
</section>
<!-- 涨幅异动分析 -->
<section class="glass-card p-6 md:p-8 grid-span-12">
<h2 class="section-title">涨幅异动深度分析</h2>
<div class="space-y-6">
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神火股份 (000933) <span class="text-green-400 ml-2">+7.25%</span><span class="text-sm text-gray-400 ml-2">(2025-07-22)</span>
</div>
<div class="collapse-content">
<p><strong>核心驱动：</strong>设立15.12亿产业基金 + 全资控股神火新材的双重公告利好。</p>
<p><strong>行业共振：</strong>煤炭业务迎拐点，电解铝因云南丰水期电价下降利润走阔，有色板块整体强势。</p>
<p><strong>机构观点：</strong>国盛证券等研报认为公司价值重估，PE仅7.4倍，估值处于低位。</p>
</div>
</div>
<div x-data="{ expanded: false }" class="collapse collapse-plus bg-base-200/20 rounded-xl">
<input type="checkbox" @click="expanded = !expanded" />
<div class="collapse-title text-xl font-medium">
舒泰神 (300204) <span class="text-green-400 ml-2">+8.18%</span><span class="text-sm text-gray-400 ml-2">(2025-07-21)</span>
</div>
<div class="collapse-content">
<p><strong>核心驱动：</strong>国家医保局召开支持创新药座谈会，政策利好引爆创新药板块整体走强。</p>
<p><strong>公司基本面：</strong>市场对公司研发管线（STSP-0601、001ANCA）有积极上市预期。</p>
<p><strong>风险提示：</strong>上涨缺乏公司自身实质性利好公告，次日即大幅回调，显示短期情绪驱动特征。</p>
</div>
</div>
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<input type="checkbox" @click="expanded = !expanded" />
<div class="collapse-title text-xl font-medium">
陇神戎发 (300534) <span class="text-green-400 ml-2">+7.18%</span><span class="text-sm text-gray-400 ml-2">(2025-08-04)</span>
</div>
<div class="collapse-content">
<p><strong>核心驱动：</strong>创新药与中药板块双重带动效应。</p>
<p><strong>内在价值：</strong>子公司经营范围大幅扩大（新增医疗器械、食品销售等），新药“布瑞哌唑口溶膜”临床试验持续推进，市场前景广阔。</p>
<p><strong>市场情绪：</strong>存在估值修复预期，资金介入明显。</p>
</div>
</div>
</div>
</section>
<!-- 股票列表 -->
<section class="glass-card p-6 md:p-8 grid-span-12">
<h2 class="section-title">“韦神概念股”关联股票池</h2>
<p class="mb-6 text-gray-400">注意：下表中的关联逻辑多源于市场联想与Meme传播，与公司实际基本面可能存在巨大差异，仅作为市场情绪观察的参考。</p>
<div class="overflow-x-auto">
<table class="table table-zebra w-full">
<thead>
<tr>
<th>股票名称</th>
<th>代码</th>
<th>关联逻辑 / 原因</th>
<th>分类标签</th>
</tr>
</thead>
<tbody>
<tr><td>豆神教育</td><td><a href="https://valuefrontier.cn/company?scode=300010" target="_blank" class="link link-hover text-blue-400">300010</a></td><td>打造基于教育场景的AI硬件，与智谱AI合作。数学天才 -> AI+教育。</td><td><div class="badge tag-badge">文化教育</div></td></tr>
<tr><td>世纪天鸿</td><td><a href="https://valuefrontier.cn/company?scode=300654" target="_blank" class="link link-hover text-blue-400">300654</a></td><td>教辅内容提供商，探索AI+教育产品作为第二增长曲线。</td><td><div class="badge tag-badge">文化教育</div></td></tr>
<tr><td>昂立教育</td><td><a href="https://valuefrontier.cn/company?scode=600661" target="_blank" class="link link-hover text-blue-400">600661</a></td><td>关注数学产品投入，奥数业务有天然政策风险。</td><td><div class="badge tag-badge">文化教育</div></td></tr>
<tr><td>爱迪特</td><td><a href="https://valuefrontier.cn/company?scode=301580" target="_blank" class="link link-hover text-blue-400">301580</a></td><td>北大口腔医院合作伙伴，假设韦神在该院补牙。</td><td><div class="badge tag-badge">牙科医疗</div></td></tr>
<tr><td>巴比食品</td><td><a href="https://valuefrontier.cn/company?scode=605338" target="_blank" class="link link-hover text-blue-400">605338</a></td><td>韦神钟爱馒头，公司是知名中式面点连锁企业。</td><td><div class="badge tag-badge">生活习惯</div></td></tr>
<tr><td>韦尔股份</td><td>603501</td><td>公司名称含“韦”或同音字。</td><td><div class="badge tag-badge">“韦”字辈</div></td></tr>
<tr><td>北纬科技</td><td><a href="https://valuefrontier.cn/company?scode=002148" target="_blank" class="link link-hover text-blue-400">002148</a></td><td>公司名称含“韦”或同音字。</td><td><div class="badge tag-badge">“韦”字辈</div></td></tr>
<tr><td>奕东电子</td><td><a href="https://valuefrontier.cn/company?scode=301123" target="_blank" class="link link-hover text-blue-400">301123</a></td><td>公司名称与“东奕”“东易”相似。</td><td><div class="badge tag-badge">谐音梗</div></td></tr>
<tr><td>*ST东易</td><td><a href="https://valuefrontier.cn/company?scode=002713" target="_blank" class="link link-hover text-blue-400">002713</a></td><td>公司名称与“东奕”“东易”相似。</td><td><div class="badge tag-badge">谐音梗</div></td></tr>
<!-- Add other stocks similarly -->
</tbody>
</table>
</div>
</section>
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<!-- Footer -->
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<p class="text-sm text-gray-500">由 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>
<p class="text-xs text-gray-600 mt-2">免责声明：本报告为AI合成数据，所有内容仅供参考，不构成任何投资建议，投资需谨慎。</p>
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