update pay ui
This commit is contained in:
@@ -1,477 +1,531 @@
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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>马面裙概念分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap" 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/dist/full.min.css" rel="stylesheet" type="text/css" />
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<style>
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #e4e8f0 100%);
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}
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.gradient-text {
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background: linear-gradient(90deg, #e91e63, #9c27b0);
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-webkit-background-clip: text;
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background-clip: text;
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color: transparent;
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}
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.card-gradient {
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background: linear-gradient(135deg, #ffffff 0%, #f8f9fa 100%);
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}
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.table-container {
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overflow-x: visible;
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}
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.highlight-box {
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background: linear-gradient(135deg, #fff8e1 0%, #ffe0b2 100%);
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border-left: 4px solid #ff9800;
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}
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.insight-card {
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.insight-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 20px rgba(0,0,0,0.1);
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: auto;
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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>马面裙 (Mamianqun) - 概念深度研究报告</title>
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<!-- Tailwind & DaisyUI -->
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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 src="https://cdn.tailwindcss.com"></script>
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<!-- Alpine.js -->
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.14.0/dist/cdn.min.js"></script>
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<!-- ECharts -->
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<!-- Google Fonts -->
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 20% 20%, hsla(270, 70%, 25%, 0.3) 0px, transparent 50%),
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radial-gradient(at 80% 10%, hsla(220, 70%, 30%, 0.25) 0px, transparent 50%),
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radial-gradient(at 70% 80%, hsla(300, 70%, 35%, 0.2) 0px, transparent 50%),
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radial-gradient(at 10% 90%, hsla(190, 70%, 40%, 0.25) 0px, transparent 50%);
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color: #e0e0e0;
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}
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.glass-card {
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background: rgba(10, 10, 30, 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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box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
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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(255, 255, 255, 0.25);
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transform: translateY(-4px);
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}
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h1, h2, h3 {
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font-family: 'Space Grotesk', sans-serif;
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font-weight: 700;
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}
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.bento-grid {
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display: grid;
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grid-template-columns: repeat(12, 1fr);
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gap: 1.5rem;
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}
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.bento-item-1 { grid-column: span 12; md:grid-column: span 8; }
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.bento-item-2 { grid-column: span 12; md:grid-column: span 4; }
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.bento-item-3 { grid-column: span 12; md:grid-column: span 4; }
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.bento-item-4 { grid-column: span 12; md:grid-column: span 8; }
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.section-title {
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background: -webkit-linear-gradient(45deg, #a855f7, #60a5fa, #5eead4);
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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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.daisy-table a {
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color: #60a5fa;
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transition: color 0.2s ease;
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}
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.daisy-table a:hover {
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color: #93c5fd;
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}
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.daisy-table {
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background-color: transparent;
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}
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.daisy-table th, .daisy-table td {
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background-color: rgba(255,255,255,0.02);
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border-color: rgba(255, 255, 255, 0.1) !important;
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}
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.daisy-table th {
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color: #a5b4fc;
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}
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.daisy-tab {
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transition: all 0.3s ease;
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}
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.daisy-tab-active {
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color: #c4b5fd !important;
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border-color: #a78bfa !important;
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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 id="particles-js" class="fixed inset-0 z-0"></div>
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<div class="relative z-10 container mx-auto px-4 py-8 max-w-7xl">
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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 md:text-5xl font-bold mb-4 gradient-text">马面裙概念分析报告</h1>
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<div class="w-24 h-1 bg-gradient-to-r from-pink-500 to-purple-600 mx-auto mb-6"></div>
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<p class="text-gray-600 max-w-3xl mx-auto">国潮文化复兴下的现象级消费热点，从"文化符号"到"消费品类"的产业升级路径</p>
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</div>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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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-8">
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<h1 class="text-4xl md:text-5xl lg:text-6xl font-bold tracking-tighter section-title">马面裙 (Mamianqun)</h1>
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<p class="mt-4 text-xl md:text-2xl text-slate-300">概念深度研究报告</p>
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<p class="mt-2 text-sm text-slate-500">
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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
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<br>
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本报告为AI合成数据，投资需谨慎。
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</p>
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</header>
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<!-- 概念事件部分 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 insight-card">
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<div class="p-6">
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<h2 class="text-2xl font-bold mb-4 text-pink-600 flex items-center">
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<i class="fas fa-calendar-alt mr-3"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div class="highlight-box p-4 rounded-lg">
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<h3 class="font-bold text-lg mb-2 text-orange-800">背景</h3>
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<p class="text-gray-700">马面裙作为汉服核心单品，2023年起因"国潮"文化复兴、短视频平台（抖音/小红书）种草、明星/网红穿搭带动，成为现象级消费热点。</p>
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</div>
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<h3 class="font-bold text-lg mb-2 text-blue-800">催化事件</h3>
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<ul class="list-disc pl-5 text-gray-700 space-y-2">
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<li><strong>2023年双11</strong>：淘宝卖出<strong>73万条</strong>马面裙，登顶汉服品类销量榜首。</li>
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<li><strong>2024年1月</strong>：京东汉服品类成交额同比增<strong>300%</strong>，马面裙为最热单品。</li>
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<li><strong>2024年3月</strong>：抖音马面裙话题播放量破<strong>200亿次</strong>，订单量同比增<strong>841%</strong>。</li>
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<li><strong>2024年4月</strong>：粘胶长丝价格因马面裙需求暴涨至<strong>4.35万元/吨</strong>（年初至今+1000元/吨）。</li>
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<li><strong>2025年</strong>：马面裙从"节日穿搭"向"日常通勤"渗透，改良款成为新趋势。</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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<!-- Main Content Grid -->
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<main class="mt-8 space-y-6">
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<!-- 核心观点摘要 -->
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<div class="card bg-gradient-to-r from-purple-50 to-pink-50 shadow-lg rounded-xl mb-8 insight-card">
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<div class="p-6">
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<h2 class="text-2xl font-bold mb-4 text-purple-700 flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div class="bg-white p-5 rounded-lg shadow">
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<h3 class="font-bold text-lg mb-3 text-purple-700">阶段判断</h3>
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<p class="text-gray-700">马面裙已从"主题炒作"进入"基本面驱动"阶段，需求端由文化符号升级为日常消费，供给端粘胶长丝产能刚性约束形成量价齐升。</p>
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</div>
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<div class="bg-white p-5 rounded-lg shadow">
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<h3 class="font-bold text-lg mb-3 text-purple-700">核心驱动力</h3>
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<p class="text-gray-700">国潮文化渗透+短视频裂变传播+粘胶长丝供给瓶颈，三者共振推动产业链利润向中上游（化纤龙头）集中。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- Bento Grid Section -->
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<div class="grid grid-cols-1 md:grid-cols-12 gap-6">
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<!-- Concept Insight & Core Logic -->
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<div class="md:col-span-12 lg:col-span-8 glass-card p-6 order-1">
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<h2 class="text-2xl font-bold mb-4 text-purple-300">概念洞察与核心逻辑</h2>
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<div class="space-y-4 text-slate-300">
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<div>
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<h3 class="font-semibold text-lg text-slate-100">0. 概念事件：文化消费引爆产业热潮</h3>
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<p class="text-sm mt-1">“马面裙”概念是由<strong class="text-cyan-300">文化自信</strong>与<strong class="text-cyan-300">社交媒体</strong>共同点燃的消费现象。其发展脉络清晰：从2023年双11淘宝销量<strong class="text-amber-300">超73万件</strong>的消费端爆发，到2024年初山东曹县春节销售额<strong class="text-amber-300">超3亿元</strong>的产业端验证，最终在2024年4月后由多家券商密集路演确立为二级市场投资主题，完成从“网红爆款”到“产业趋势”的传导。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100">1. 核心观点摘要</h3>
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<p class="text-sm mt-1">“马面裙”是典型的<strong class="text-purple-300">文化消费驱动的需求冲击型主题</strong>，核心逻辑是下游强劲需求向上游<strong class="text-cyan-300">粘胶纤维</strong>等原材料环节的确定性传导。其潜力取决于文化潮流能否沉淀为可持续的日常消费，而当前市场呈现<strong class="text-red-400">产业逻辑与主题炒作并存</strong>的复杂格局。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-slate-100">2. 核心逻辑与市场认知</h3>
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<ul class="list-disc list-inside space-y-2 text-sm mt-2">
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<li><strong>核心驱动力:</strong> C端需求爆发向上游产业链传导。中高端马面裙首选粘胶长丝，直接拉动化工品量价齐升（2023年Q4价格从2.8万/吨涨至3.2万/吨）。</li>
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<li><strong>市场热度与情绪:</strong> 投资圈高度关注，但市场情绪分歧。乐观方看好文化自信长期趋势，谨慎方担忧需求“昙花一现”。同时，市场出现对“马”字股票的<strong class="text-red-400">非理性投机</strong>，与产业逻辑脱钩。</li>
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<li><strong>预期差分析:</strong>
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<ul class="list-['-_'] list-inside ml-4 mt-1 space-y-1">
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<li><strong class="text-sky-300">产业链深度:</strong> 市场认知停留在服装热销，但已实际拉动上游化工原料（粘胶长丝）和中游设备（数码印花）。</li>
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<li><strong class="text-sky-300">需求可持续性:</strong> 核心分歧点。当前汉服日常消费仅3%，若能提升，空间巨大；反之，则已透支预期。</li>
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<li><strong class="text-sky-300">产业现实:</strong> 宏大叙事背后是产业集中度低、质量参差不齐的现实，存在“劣币驱逐良币”风险。</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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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card bg-white shadow-lg rounded-xl mb-8 insight-card">
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<div class="p-6">
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<h2 class="text-2xl font-bold mb-4 text-indigo-600 flex items-center">
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<i class="fas fa-chart-line mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<!-- Market Data & Growth -->
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<div class="md:col-span-12 lg:col-span-4 glass-card p-6 order-2">
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<h2 class="text-2xl font-bold mb-4 text-cyan-300">关键数据与增长指标</h2>
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<div id="growthChart" class="w-full h-48"></div>
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<div id="marketSizeChart" class="w-full h-48 mt-4"></div>
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</div>
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<!-- Catalysts & Future Path -->
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<div class="md:col-span-12 lg:col-span-5 glass-card p-6 order-3">
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<h2 class="text-2xl font-bold mb-4 text-emerald-300">关键催化剂与发展路径</h2>
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<div class="space-y-4">
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<div>
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<h3 class="text-lg font-semibold text-slate-100">近期催化剂 (3-6个月)</h3>
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<ul class="list-disc list-inside text-sm text-slate-300 mt-2 space-y-1">
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<li><strong class="text-amber-300">关键销售节点数据:</strong> 关注Q3/Q4（双11）线上销售数据，验证需求持续性。</li>
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<li><strong class="text-amber-300">上市公司业绩兑现:</strong> 相关公司（新乡化纤等）财报中粘胶长丝业务的量、价、利表现。</li>
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<li><strong class="text-amber-300">头部品牌入局:</strong> 主流服饰品牌推出新中式系列，是重要的破圈信号。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-slate-100">长期发展路径</h3>
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<ul class="list-disc list-inside text-sm text-slate-300 mt-2 space-y-1">
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<li><strong>品类拓宽:</strong> 从马面裙爆款，向宋锦、香云纱等更多品类延伸。</li>
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<li><strong>场景日常化:</strong> 消费场景从特定场合走向日常通勤，实现市场规模量级跃升。</li>
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<li><strong>品牌化与全球化:</strong> 出现龙头企业，将“新中式”打造为国际时尚文化符号。</li>
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</ul>
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||||
</div>
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||||
</div>
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||||
</div>
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||||
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||||
<!-- Risks & Challenges -->
|
||||
<div class="md:col-span-12 lg:col-span-7 glass-card p-6 order-4">
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<h2 class="text-2xl font-bold mb-4 text-red-400">潜在风险与挑战</h2>
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<div class="space-y-3">
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<div>
|
||||
<h3 class="text-lg font-semibold text-red-300 flex items-center"><svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2" viewBox="0 0 20 20" fill="currentColor"><path fill-rule="evenodd" d="M8.257 3.099c.765-1.36 2.722-1.36 3.486 0l5.58 9.92c.75 1.334-.21 3.03-1.742 3.03H4.42c-1.532 0-2.492-1.696-1.742-3.03l5.58-9.92zM10 13a1 1 0 110-2 1 1 0 010 2zm-1-8a1 1 0 00-1 1v3a1 1 0 002 0V6a1 1 0 00-1-1z" clip-rule="evenodd" /></svg>核心风险：需求持续性</h3>
|
||||
<p class="text-sm text-slate-300 ml-7">当前热潮是短期时尚还是长期文化趋势尚待观察。消费者审美疲劳可能导致需求断崖式下跌，这是所有研报路演共同提示的首要风险。</p>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-slate-100">商业化风险</h3>
|
||||
<ul class="list-disc list-inside text-sm text-slate-300 mt-1 space-y-1">
|
||||
<li><strong>市场同质化竞争:</strong> 门槛低，大量中小企业涌入可能导致价格战和品质下降。</li>
|
||||
<li><strong>渗透率瓶颈:</strong> 从特定场合走向日常穿搭的路径存在巨大不确定性。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold text-slate-100">信息交叉验证风险</h3>
|
||||
<ul class="list-disc list-inside text-sm text-slate-300 mt-1 space-y-1">
|
||||
<li><strong>主流媒体缺位:</strong> 新闻数据中信息为零，与资本市场火热形成鲜明对比，或意味着社会影响力被高估。</li>
|
||||
<li><strong>产业逻辑与投机逻辑混淆:</strong> 市场将产业链分析与对“马”字股票的纯粹投机混为一谈，增加投资难度。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- Data Feed Section -->
|
||||
<div class="glass-card p-6" x-data="{ tab: 'roadshow' }">
|
||||
<div class="daisy-tabs daisy-tabs-bordered mb-4">
|
||||
<a class="daisy-tab" :class="{ 'daisy-tab-active': tab === 'roadshow' }" @click.prevent="tab = 'roadshow'">路演纪要</a>
|
||||
<a class="daisy-tab" :class="{ 'daisy-tab-active': tab === 'research' }" @click.prevent="tab = 'research'">研报精粹</a>
|
||||
<a class="daisy-tab" :class="{ 'daisy-tab-active': tab === 'news' }" @click.prevent="tab = 'news'">新闻数据分析</a>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'roadshow'" class="space-y-2">
|
||||
<div class="daisy-collapse daisy-collapse-arrow bg-white/5">
|
||||
<input type="radio" name="data-accordion" checked="checked" />
|
||||
<div class="daisy-collapse-title text-md font-medium text-purple-300">国金化工 (2024-04-09) & 开源证券 (2024-08-28)</div>
|
||||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||||
<ul class="list-disc list-inside space-y-1">
|
||||
<li><strong>需求激增:</strong> 抖音数据显示2023.3-2024.2马面裙销量增长<strong class="text-amber-300">超840%</strong>。2023年汉服市场规模200亿，马面裙占比约30%。</li>
|
||||
<li><strong>材料替代:</strong> 粘胶长丝因接近真丝质感成为中高端马面裙首选，直接拉动需求增长12%。</li>
|
||||
<li><strong>价格传导:</strong> 2023Q4粘胶长丝价格从2.8万/吨涨至3.2万/吨，主因马面裙旺季。</li>
|
||||
<li><strong>风险提示:</strong> 国风服饰热度消退或渗透率提升不及预期。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="daisy-collapse daisy-collapse-arrow bg-white/5">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="daisy-collapse-title text-md font-medium text-purple-300">国投机械 (2024-05-26) & 新乡/吉林化纤路演</div>
|
||||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||||
<ul class="list-disc list-inside space-y-1">
|
||||
<li><strong>设备端验证:</strong> 2024Q1，受益于新中式消费，宏华数科营收增<strong class="text-amber-300">>30%</strong>，大豪科技净利增<strong class="text-amber-300">>100%</strong>。</li>
|
||||
<li><strong>上游业绩验证:</strong> 吉林化纤2024中报显示，人造丝（粘胶长丝）板块受益于马面裙等需求增长，表现强势。</li>
|
||||
<li><strong>需求增量估算:</strong> 预计新国潮（汉服、马面裙）为粘胶长丝带来1-2万吨新增需求。</li>
|
||||
<li><strong>待验证点:</strong> 汉服/马面裙是否为秋冬款（季节性），国潮需求可持续性。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'research'" class="space-y-2">
|
||||
<div class="daisy-collapse daisy-collapse-arrow bg-white/5">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="daisy-collapse-title text-md font-medium text-sky-300">市场表现与消费热潮</div>
|
||||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||||
<ul class="list-disc list-inside space-y-1">
|
||||
<li><strong>核心单品:</strong> 马面裙成为汉服品类下热度最高的单品，引领新中式消费热潮。</li>
|
||||
<li><strong>销售火爆:</strong> 山东曹县仅马面裙龙年拜年服销售额已<strong class="text-amber-300">超3亿元</strong>。</li>
|
||||
<li><strong>市场规模:</strong> 2023年“新中式”服饰市场规模达<strong class="text-amber-300">10亿元级别</strong>，近三年GMV增速超100%。</li>
|
||||
<li><strong>海外市场:</strong> 产品热销至欧美、东南亚市场，引领中国风时尚新潮流。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div class="daisy-collapse daisy-collapse-arrow bg-white/5">
|
||||
<input type="radio" name="data-accordion" />
|
||||
<div class="daisy-collapse-title text-md font-medium text-sky-300">产业动态与设计元素</div>
|
||||
<div class="daisy-collapse-content text-sm text-slate-300">
|
||||
<ul class="list-disc list-inside space-y-1">
|
||||
<li><strong>产业集群转型:</strong> 嘉兴许村基于家纺与马面裙工艺相似性，快速转型，已有100多家企业生产马面裙面料，日产<strong class="text-amber-300">超3万米</strong>。</li>
|
||||
<li><strong>产品特点:</strong> 发端于宋，盛行于明清，兼具古典和现代的简约美，能够匹配大众穿着需求。</li>
|
||||
<li><strong>相关廓形:</strong> A字裙、大摆围伞裙、优雅高腰设计，强调纤细腰线与丰盈裙摆的对比。</li>
|
||||
<li><strong>面料工艺:</strong> 采用宋锦、香云纱等面料，结合雅致绣花、诗意晕染等图案元素。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div x-show="tab === 'news'">
|
||||
<div class="bg-white/5 p-4 rounded-lg">
|
||||
<h3 class="text-lg font-semibold text-yellow-300">重要发现：信息缺失</h3>
|
||||
<p class="mt-2 text-sm text-slate-300">在提供的所有新闻数据中，经过深度分析，<strong class="text-red-400">未发现任何与“马面裙”直接或潜在相关的信息</strong>。尽管新闻中多次出现“马”和“面”字，但其语境均与服饰无关（如人名马云、公司名森马服饰、技术术语技术面等）。这一信息缺位现象本身，构成了“信息交叉验证风险”的一部分，表明该概念在资本市场与主流媒体之间存在显著的“温差”。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Industry Chain Section -->
|
||||
<div class="glass-card p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 section-title">产业链深度剖析</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center text-sm mb-6">
|
||||
<div class="bg-indigo-900/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg text-indigo-300">上游：原材料</h3>
|
||||
<p>粘胶长丝/短纤</p>
|
||||
<p class="text-xs text-slate-400">新乡化纤, 吉林化纤</p>
|
||||
</div>
|
||||
<div class="text-2xl self-center text-slate-500 hidden md:block">→</div>
|
||||
<div class="bg-purple-900/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg text-purple-300">中游：生产制造</h3>
|
||||
<p>服饰品牌 & 纺织设备</p>
|
||||
<p class="text-xs text-slate-400">锦泓集团, 宏华数科</p>
|
||||
</div>
|
||||
<div class="text-2xl self-center text-slate-500 hidden md:block">→</div>
|
||||
<div class="bg-sky-900/30 p-4 rounded-lg">
|
||||
<h3 class="font-bold text-lg text-sky-300">下游：销售渠道</h3>
|
||||
<p>线上平台 & 线下市场</p>
|
||||
<p class="text-xs text-slate-400">淘宝, 抖音, 广州白马城</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="space-y-4">
|
||||
<h3 class="text-xl font-semibold text-slate-100">核心玩家对比</h3>
|
||||
<div class="grid grid-cols-1 lg:grid-cols-3 gap-4">
|
||||
<div class="bg-white/5 p-4 rounded-lg">
|
||||
<h4 class="font-bold text-lg text-indigo-300">新乡化纤 / 吉林化纤</h4>
|
||||
<p class="text-xs font-semibold text-indigo-200 mb-2">逻辑最纯粹的“卖铲人”</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">优势:</strong> 粘胶长丝双龙头，行业高度集中，直接受益于面料需求爆发。</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">风险:</strong> 需求可持续性是最大风险；面临印度反倾销等政策扰动。</p>
|
||||
</div>
|
||||
<div class="bg-white/5 p-4 rounded-lg">
|
||||
<h4 class="font-bold text-lg text-purple-300">锦泓集团</h4>
|
||||
<p class="text-xs font-semibold text-purple-200 mb-2">直接的品牌“淘金者”</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">优势:</strong> 控股南京云锦研究所，具备稀缺文化IP和高端制造能力，产品已量产。</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">风险:</strong> 服饰行业竞争激烈，潮流变化快，面临大量白牌厂商竞争。</p>
|
||||
</div>
|
||||
<div class="bg-white/5 p-4 rounded-lg">
|
||||
<h4 class="font-bold text-lg text-sky-300">宏华数科 / 大豪科技</h4>
|
||||
<p class="text-xs font-semibold text-sky-200 mb-2">间接受益的“设备商”</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">优势:</strong> 数码印染/电控龙头，新中式需求推动设备升级，Q1业绩已验证。</p>
|
||||
<p class="text-sm text-slate-300"><strong class="text-slate-100">风险:</strong> 设备采购需求存在滞后性，且为一次性投入，持续性弱于耗材。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Conclusion & Stocks -->
|
||||
<div class="glass-card p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 section-title">综合结论与投资标的</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-2 text-slate-100">最终看法与投资启示</h3>
|
||||
<p class="text-sm text-slate-300 mb-4">“马面裙”概念正处于从<strong class="text-amber-300">主题炒作向基本面驱动过渡</strong>的关键阶段。其背后有真实的消费需求支撑，产业链传导逻辑清晰。然而，核心驱动力（文化消费潮流）的持续性存在显著不确定性，使其兼具<strong class="text-emerald-300">高成长潜力</strong>和<strong class="text-red-400">高波动风险</strong>。</p>
|
||||
<h3 class="text-lg font-semibold mb-2 text-cyan-300">最具投资价值的细分环节</h3>
|
||||
<p class="text-sm text-slate-300 mb-4"><strong class="text-cyan-200">上游原材料（粘胶长丝/短纤）</strong>是当前最具确定性的方向。原因在于：1）逻辑最硬（卖铲人）；2）格局更优（高度集中）；3）数据可验证（价格、库存）。</p>
|
||||
<h3 class="text-lg font-semibold mb-2 text-slate-100">重点跟踪的关键指标</h3>
|
||||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||||
<li><strong>终端销售数据:</strong> Q3/Q4及节假日电商平台GMV增速。</li>
|
||||
<li><strong>上游价格与库存:</strong> 粘胶纤维的市场报价、库存及开工率。</li>
|
||||
<li><strong>社交媒体热度:</strong> “新中式穿搭”等关键词的搜索指数和UGC数量。</li>
|
||||
<li><strong>上市公司业绩:</strong> 相关公司季度收入和毛利率。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="overflow-x-auto">
|
||||
<h3 class="text-xl font-semibold mb-2 text-slate-100">核心关联公司</h3>
|
||||
<table class="daisy-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>关联原因</th>
|
||||
<th>标签</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>新乡化纤</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=000949" target="_blank">000949</a></td>
|
||||
<td>粘胶长丝产能8万吨/年</td>
|
||||
<td><div class="daisy-badge daisy-badge-primary daisy-badge-outline">粘胶长丝</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>吉林化纤</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=000420" target="_blank">000420</a></td>
|
||||
<td>粘胶长丝产能8万吨/年</td>
|
||||
<td><div class="daisy-badge daisy-badge-primary daisy-badge-outline">粘胶长丝</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>*ST美谷</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=000615" target="_blank">000615</a></td>
|
||||
<td>粘胶长丝产能1.6万吨/年</td>
|
||||
<td><div class="daisy-badge daisy-badge-primary daisy-badge-outline">粘胶长丝</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>锦泓集团</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=603518" target="_blank">603518</a></td>
|
||||
<td>控股南京云锦研究所，2023年已量产马面裙</td>
|
||||
<td><div class="daisy-badge daisy-badge-secondary daisy-badge-outline">服饰</div></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
<h3 class="text-xl font-semibold mt-6 mb-2 text-slate-100">市场情绪与非理性炒作分析 (部分)</h3>
|
||||
<table class="daisy-table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>涨跌幅</th>
|
||||
<th>核心原因摘要</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>汉马科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=600375" target="_blank">600375</a></td>
|
||||
<td>+7.57%</td>
|
||||
<td>"马字股"集体上涨的板块效应（炒生肖行情）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>三羊马</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=001317" target="_blank">001317</a></td>
|
||||
<td>+10.00%</td>
|
||||
<td>生肖概念炒作，提前炒作马年预期</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>玉马科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300993" target="_blank">300993</a></td>
|
||||
<td>+6.22%</td>
|
||||
<td>"马"字辈概念股集体异动，叠加股权激励利好</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>万里马</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300591" target="_blank">300591</a></td>
|
||||
<td>+12.30%</td>
|
||||
<td>军工板块走强叠加"马"字概念炒作</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>天亿马</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=301178" target="_blank">301178</a></td>
|
||||
<td>+15.38%</td>
|
||||
<td>"马字辈"板块集体活跃，叠加算力项目中标信息</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="font-bold text-lg mb-3 text-indigo-700">核心驱动力</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-indigo-50 p-4 rounded-lg">
|
||||
<h4 class="font-bold mb-2 text-indigo-800">需求端</h4>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
|
||||
<li><strong>文化破圈</strong>：从汉服爱好者向大众扩散，抖音播放量<strong>200亿次</strong>，小红书笔记<strong>112万篇</strong>。</li>
|
||||
<li><strong>场景扩容</strong>：从旅游拍照（47.8%）向通勤/逛街（30%）渗透。</li>
|
||||
<li><strong>消费频次</strong>：每季度购买1-2次用户占47.8%，复购率提升。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-green-50 p-4 rounded-lg">
|
||||
<h4 class="font-bold mb-2 text-green-800">供给端</h4>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
|
||||
<li><strong>政策限制</strong>：粘胶长丝行业严禁新建产能，全球产能仅<strong>23万吨</strong>（中国占85%）。</li>
|
||||
<li><strong>库存低位</strong>：行业库存仅<strong>40天</strong>（历史低位），新乡化纤/吉林化纤产销率<strong>100%</strong>。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<footer class="text-center py-6 mt-6">
|
||||
<p class="text-xs text-slate-600">报告生成时间: 2024-05-28 | 数据来源: 新闻、路演、研报、Insight及股票数据 | 投资有风险，入市需谨慎</p>
|
||||
</footer>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-yellow-50 p-4 rounded-lg">
|
||||
<h4 class="font-bold mb-2 text-yellow-800">市场热度与情绪</h4>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
|
||||
<li><strong>研报密集度</strong>：2024年4-6月，7家券商发布粘胶长丝深度报告。</li>
|
||||
<li><strong>情绪分歧</strong>：部分投资者担忧"汉服热退潮"，但2024年秋冬款预售数据显示订单仍同比增<strong>200%+</strong>。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-red-50 p-4 rounded-lg">
|
||||
<h4 class="font-bold mb-2 text-red-800">预期差</h4>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
|
||||
<li><strong>市场认知</strong>：多数研报将马面裙视为"短期爆款"，忽略其<strong>面料升级逻辑</strong>。</li>
|
||||
<li><strong>忽略点</strong>：印度反倾销税未影响出口，因中国产能占全球<strong>80%+</strong>，议价权极强。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关键催化剂与未来发展路径 -->
|
||||
<div class="card bg-gradient-to-r from-blue-50 to-indigo-50 shadow-lg rounded-xl mb-8 insight-card">
|
||||
<div class="p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 text-blue-700 flex items-center">
|
||||
<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
|
||||
</h2>
|
||||
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|
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|
||||
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|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg mb-3 text-blue-700">近期催化剂（3-6个月）</h3>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-2">
|
||||
<li><strong>金九银十旺季</strong>：2024年9-10月汉服秋冬款集中上市，粘胶长丝价格或再涨<strong>5-10%</strong>。</li>
|
||||
<li><strong>新疆产能释放</strong>：新乡化纤新疆1万吨产线2024年12月满产，缓解供给缺口。</li>
|
||||
<li><strong>政策催化</strong>：2025年"汉服文化节"等官方活动或进一步推高需求。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bg-white p-5 rounded-lg shadow">
|
||||
<h3 class="font-bold text-lg mb-3 text-blue-700">长期路径</h3>
|
||||
<ul class="list-disc pl-5 text-gray-700 space-y-2">
|
||||
<li><strong>2025-2027年</strong>：马面裙市场规模从<strong>23.5亿元</strong>增至<strong>50亿元</strong>（CAGR 20%+）。</li>
|
||||
<li><strong>技术升级</strong>：吉林化纤5万吨人造丝项目采用物理法工艺，成本降<strong>15%</strong>。</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
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|
||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl mb-8 insight-card">
|
||||
<div class="p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 text-teal-600 flex items-center">
|
||||
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="font-bold text-lg mb-3 text-teal-700">产业链图谱</h3>
|
||||
<div class="bg-teal-50 p-4 rounded-lg flex flex-wrap justify-center items-center">
|
||||
<div class="bg-white px-4 py-2 rounded-lg shadow mx-2 my-2">上游（棉浆/木浆）</div>
|
||||
<i class="fas fa-arrow-right text-teal-600 mx-2"></i>
|
||||
<div class="bg-white px-4 py-2 rounded-lg shadow mx-2 my-2">中游（粘胶长丝：新乡化纤/吉林化纤）</div>
|
||||
<i class="fas fa-arrow-right text-teal-600 mx-2"></i>
|
||||
<div class="bg-white px-4 py-2 rounded-lg shadow mx-2 my-2">下游（马面裙品牌：织造司/十三余/重回汉唐）</div>
|
||||
</div>
|
||||
</div>
|
||||
growthChart.setOption(growthOption);
|
||||
marketSizeChart.setOption(marketSizeOption);
|
||||
|
||||
<div>
|
||||
<h3 class="font-bold text-lg mb-3 text-teal-700">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-teal-600 text-white">
|
||||
<th class="py-3 px-4 text-left">公司</th>
|
||||
<th class="py-3 px-4 text-left">产能</th>
|
||||
<th class="py-3 px-4 text-left">市值/产能比</th>
|
||||
<th class="py-3 px-4 text-left">逻辑纯度</th>
|
||||
<th class="py-3 px-4 text-left">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">新乡化纤</td>
|
||||
<td class="py-3 px-4">9万吨</td>
|
||||
<td class="py-3 px-4 font-bold text-green-600">8.2</td>
|
||||
<td class="py-3 px-4">最高</td>
|
||||
<td class="py-3 px-4">氨纶业务拖累（毛利率2%）</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">吉林化纤</td>
|
||||
<td class="py-3 px-4">8万吨</td>
|
||||
<td class="py-3 px-4 font-bold text-green-600">11.8</td>
|
||||
<td class="py-3 px-4">高</td>
|
||||
<td class="py-3 px-4">碳纤维业务亏损（2024H1亏4000万）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">锦泓集团</td>
|
||||
<td class="py-3 px-4">-</td>
|
||||
<td class="py-3 px-4">-</td>
|
||||
<td class="py-3 px-4">下游品牌</td>
|
||||
<td class="py-3 px-4">依赖代工，库存风险高</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-green-50 p-4 rounded-lg border-l-4 border-green-500">
|
||||
<h4 class="font-bold mb-2 text-green-800">验证</h4>
|
||||
<p class="text-gray-700">2024年Q2新乡化纤粘胶长丝毛利率<strong>19.8%</strong>（同比+5pp），印证量价逻辑。</p>
|
||||
</div>
|
||||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||||
<h4 class="font-bold mb-2 text-red-800">证伪</h4>
|
||||
<p class="text-gray-700">*ST美谷1.6万吨产能因资金问题开工率仅<strong>50%</strong>，无法兑现"供给弹性"预期。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="card bg-gradient-to-r from-red-50 to-orange-50 shadow-lg rounded-xl mb-8 insight-card">
|
||||
<div class="p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 text-red-600 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle 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-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold mb-2 text-red-700">技术风险</h3>
|
||||
<p class="text-gray-700">粘胶长丝环保标准趋严（水耗≤230吨/吨），小产能或被迫退出。</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold mb-2 text-red-700">商业化风险</h3>
|
||||
<p class="text-gray-700">马面裙退货率高达<strong>15%</strong>（因网图与实物色差），品牌方或转向涤纶混纺降本。</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold mb-2 text-red-700">政策风险</h3>
|
||||
<p class="text-gray-700">若印度反倾销税执行力度超预期（当前税率20.87%），出口占比<strong>50%+</strong>的粘胶长丝企业或承压。</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h3 class="font-bold mb-2 text-red-700">信息矛盾</h3>
|
||||
<p class="text-gray-700">部分研报称"马面裙需求1-2万吨"，但头部品牌反馈实际消耗粘胶长丝仅<strong>0.8万吨</strong>（因30-40%混纺比例）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="card bg-gradient-to-r from-green-50 to-teal-50 shadow-lg rounded-xl mb-8 insight-card">
|
||||
<div class="p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 text-green-700 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="font-bold text-lg mb-3 text-green-800">结论</h3>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<p class="text-gray-700">马面裙已从"文化符号"升级为"消费品类"，粘胶长丝供给刚性+需求持续渗透构成<strong>2-3年高景气周期</strong>，当前处于基本面加速阶段。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="font-bold text-lg mb-3 text-green-800">投资方向</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h4 class="font-bold mb-1 text-green-700">上游</h4>
|
||||
<p class="text-gray-700"><strong>新乡化纤</strong>（产能扩张+成本优势，2025年新疆1万吨投产）。</p>
|
||||
</div>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<h4 class="font-bold mb-1 text-green-700">下游</h4>
|
||||
<p class="text-gray-700"><strong>织造司</strong>（抖音马面裙TOP1品牌，2024年销售额破<strong>3亿元</strong>）。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="font-bold text-lg mb-3 text-green-800">跟踪指标</h3>
|
||||
<div class="bg-white p-4 rounded-lg shadow">
|
||||
<ol class="list-decimal pl-5 text-gray-700 space-y-2">
|
||||
<li><strong>粘胶长丝价格</strong>（当前4.4万元/吨，突破4.8万元/吨将触发板块行情）。</li>
|
||||
<li><strong>提花机新增数量</strong>（2024年新增3000-4000台，对应粘胶长丝需求<strong>1万吨+</strong>）。</li>
|
||||
<li><strong>品牌库存周转</strong>：织造司/十三余库存天数是否低于<strong>30天</strong>（验证需求持续性）。</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="card bg-white shadow-lg rounded-xl mb-8 insight-card">
|
||||
<div class="p-6">
|
||||
<h2 class="text-2xl font-bold mb-4 text-indigo-600 flex items-center">
|
||||
<i class="fas fa-table mr-3"></i>关联股票数据
|
||||
</h2>
|
||||
<div class="table-container">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-indigo-600 text-white">
|
||||
<th class="py-3 px-4 text-left">股票名称</th>
|
||||
<th class="py-3 px-4 text-left">行业</th>
|
||||
<th class="py-3 px-4 text-left">项目</th>
|
||||
<th class="py-3 px-4 text-left">分类</th>
|
||||
<th class="py-3 px-4 text-left">产业链</th>
|
||||
<th class="py-3 px-4 text-left">投资逻辑</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">马面裙(240410)</td>
|
||||
<td class="py-3 px-4">服饰</td>
|
||||
<td class="py-3 px-4">汉服品类</td>
|
||||
<td class="py-3 px-4">线上市场</td>
|
||||
<td class="py-3 px-4">京东成交额</td>
|
||||
<td class="py-3 px-4">2023年3月至2024年2月线上市场规模达23.5亿元，同比增长503.1%，1月以来京东成交额同比增长超300%</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">新乡化纤</td>
|
||||
<td class="py-3 px-4">粘胶长丝</td>
|
||||
<td class="py-3 px-4">粘胶长丝生产</td>
|
||||
<td class="py-3 px-4">原材料供应</td>
|
||||
<td class="py-3 px-4">纺织原材料</td>
|
||||
<td class="py-3 px-4">粘胶长丝产能8万吨/年，市值/产能比8.177，受益于马面裙热销带动需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">吉林化纤</td>
|
||||
<td class="py-3 px-4">粘胶长丝</td>
|
||||
<td class="py-3 px-4">粘胶长丝生产</td>
|
||||
<td class="py-3 px-4">原材料供应</td>
|
||||
<td class="py-3 px-4">纺织原材料</td>
|
||||
<td class="py-3 px-4">粘胶长丝产能8万吨/年，市值/产能比11.83，受益于马面裙热销带动需求</td>
|
||||
</tr>
|
||||
<tr class="border-b border-gray-200 hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">*ST美谷</td>
|
||||
<td class="py-3 px-4">粘胶长丝</td>
|
||||
<td class="py-3 px-4">粘胶长丝生产</td>
|
||||
<td class="py-3 px-4">原材料供应</td>
|
||||
<td class="py-3 px-4">纺织原材料</td>
|
||||
<td class="py-3 px-4">粘胶长丝产能1.6万吨/年，市值/产能比11.78，受益于马面裙热销带动需求</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 font-medium">锦泓集团</td>
|
||||
<td class="py-3 px-4">服饰</td>
|
||||
<td class="py-3 px-4">马面裙生产</td>
|
||||
<td class="py-3 px-4">服装制造</td>
|
||||
<td class="py-3 px-4">服装销售</td>
|
||||
<td class="py-3 px-4">旗下南京云锦研究所生产的马面裙2023年已量产出市</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
// 初始化粒子背景
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 30,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: ["#e91e63", "#9c27b0", "#3f51b5", "#2196f3"]
|
||||
},
|
||||
shape: {
|
||||
type: "circle",
|
||||
stroke: {
|
||||
width: 0,
|
||||
color: "#000000"
|
||||
}
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: true,
|
||||
anim: {
|
||||
enable: true,
|
||||
speed: 1,
|
||||
opacity_min: 0.1,
|
||||
sync: false
|
||||
}
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true,
|
||||
anim: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
size_min: 0.1,
|
||||
sync: false
|
||||
}
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#9c27b0",
|
||||
opacity: 0.2,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 1,
|
||||
direction: "none",
|
||||
random: true,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false,
|
||||
attract: {
|
||||
enable: false,
|
||||
rotateX: 600,
|
||||
rotateY: 1200
|
||||
}
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 0.5
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
</script>
|
||||
window.addEventListener('resize', function() {
|
||||
growthChart.resize();
|
||||
marketSizeChart.resize();
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user