feat: 10.10线上最新代码提交
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public/htmls/医药外包CXO.html
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public/htmls/医药外包CXO.html
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<!DOCTYPE html>
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<html lang="zh-CN">
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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>医药外包CXO行业洞察报告</title>
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<!-- Google Fonts -->
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
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<!-- Font Awesome Icons -->
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<!-- Tailwind CSS & DaisyUI -->
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<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></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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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<!-- Chart.js -->
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<!-- tsParticles -->
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<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<style>
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:root {
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--primary-color: #2563eb;
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--secondary-color: #7c3aed;
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--accent-color: #06b6d4;
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--text-primary: #1e293b;
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--text-secondary: #64748b;
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--bg-light: #f8fafc;
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--bg-card: #ffffff;
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}
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body {
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font-family: 'Inter', sans-serif;
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color: var(--text-primary);
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background-color: var(--bg-light);
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}
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.gradient-bg {
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background: linear-gradient(135deg, #2563eb 0%, #7c3aed 100%);
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}
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.card-shadow {
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box-shadow: 0 4px 6px -1px rgba(0, 0, 0, 0.1), 0 2px 4px -1px rgba(0, 0, 0, 0.06);
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}
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.text-gradient {
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background: linear-gradient(135deg, #2563eb 0%, #7c3aed 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.highlight-box {
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background-color: rgba(37, 99, 235, 0.1);
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border-left: 4px solid #2563eb;
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}
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.timeline-item {
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position: relative;
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padding-left: 30px;
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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: 8px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: #2563eb;
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}
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.timeline-item::after {
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content: '';
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position: absolute;
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left: 5px;
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top: 20px;
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width: 2px;
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height: calc(100% + 10px);
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background-color: #e2e8f0;
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}
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.timeline-item:last-child::after {
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display: none;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -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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.badge {
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display: inline-flex;
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align-items: center;
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padding: 0.25rem 0.5rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 500;
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}
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.badge-blue {
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background-color: rgba(37, 99, 235, 0.1);
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color: #2563eb;
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}
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.badge-purple {
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background-color: rgba(124, 58, 237, 0.1);
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color: #7c3aed;
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}
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.badge-cyan {
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background-color: rgba(6, 182, 212, 0.1);
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color: #06b6d4;
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}
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.stat-card {
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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}
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.stat-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<header class="mb-12 text-center">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 text-gradient">医药外包CXO行业洞察报告</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">创新药产业链的"卖铲人"，估值底+订单底+政策底三重拐点已至</p>
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<div class="mt-6 flex justify-center space-x-4">
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<span class="badge badge-blue">估值修复</span>
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<span class="badge badge-purple">订单回暖</span>
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<span class="badge badge-cyan">政策支持</span>
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</div>
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</header>
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<!-- 概念事件部分 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-history mr-3 text-blue-600"></i>概念事件
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-700">行业背景</h3>
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<p class="text-gray-600 mb-4">
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医药外包CXO（Contract Research & Manufacturing Organization）是创新药产业链的"卖铲人"，涵盖CRO（研发外包）、CDMO（生产外包）及临床CRO（试验外包）。
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</p>
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<div class="highlight-box p-4 rounded-lg mb-4">
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<p class="text-gray-700">
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<span class="font-semibold">估值变化：</span>板块估值从<span class="text-blue-600 font-bold">124倍PE（2021年6月）</span>跌至<span class="text-red-600 font-bold">15倍PE（2024年4月）</span>，跌幅超<span class="text-red-600 font-bold">70%</span>。
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</p>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-700">催化事件时间轴</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2023Q4</div>
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<p class="text-gray-600 text-sm">全球投融资触底（美国医疗健康融资578亿美元，接近2019年水平），中国融资780亿元（创2016年新低）</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2024年9月</div>
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<p class="text-gray-600 text-sm">美联储降息50bp，生物安全法案未纳入NDAA，地缘风险解除，板块单日反弹10%+</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-gray-800">2025年Q1</div>
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<p class="text-gray-600 text-sm">龙头订单回暖，药明康德在手订单+47%、凯莱英新签+20%，业绩拐点确认</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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</div>
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</section>
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<!-- 核心观点摘要 -->
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<section class="mb-12">
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<div class="gradient-bg rounded-xl p-6 text-white">
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<h2 class="text-2xl font-bold mb-6 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-3 gap-6">
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-5 stat-card">
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<div class="text-3xl font-bold mb-2">三重拐点</div>
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<p class="text-sm">CXO处于"估值底+订单底+政策底"三重拐点，2024H2起进入基本面驱动阶段</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-5 stat-card">
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<div class="text-3xl font-bold mb-2">+25.3%</div>
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<p class="text-sm">全球投融资复苏（2024年增速+25.3%）+中国创新药政策支持+GLP-1/ADC等新分子需求爆发</p>
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</div>
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<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-5 stat-card">
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<div class="text-3xl font-bold mb-2">20%+</div>
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<p class="text-sm">2025-2027年行业复合增速有望回升至20%+，龙头估值修复空间30-50%</p>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心逻辑与市场认知分析 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-chart-line mr-3 text-purple-600"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-700">核心驱动力</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 w-8 h-8 rounded-full bg-blue-100 flex items-center justify-center">
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<span class="text-blue-600 font-bold">1</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">需求端</h4>
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<p class="text-gray-600 text-sm">全球医药研发投入2025年预计达2954亿美元（CAGR 7.15%），外包渗透率从42.6%升至52.2%（中国）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 w-8 h-8 rounded-full bg-purple-100 flex items-center justify-center">
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<span class="text-purple-600 font-bold">2</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">供给端</h4>
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<p class="text-gray-600 text-sm">中国工程师红利（人力成本仅为欧美1/3）+全产业链配套（化工原料成本低于印度）</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 w-8 h-8 rounded-full bg-cyan-100 flex items-center justify-center">
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<span class="text-cyan-600 font-bold">3</span>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">政策端</h4>
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<p class="text-gray-600 text-sm">国内全链条创新药支持政策（北京"策源十条"、上海专项基金）+美国降息缓解融资压力</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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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-700">市场热度与情绪</h3>
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<div class="space-y-4">
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">研报密集度</h4>
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<p class="text-gray-600 text-sm">2024年9月后每周2-3篇深度报告聚焦CXO，主题从"底部布局"转向"订单验证"</p>
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</div>
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<div class="bg-gray-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">情绪指标</h4>
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<p class="text-gray-600 text-sm">医药基金CXO持仓占比从2024Q1的14.4%升至2025Q1的23.2%，但仍低于2021年高点（35%）</p>
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</div>
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</div>
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<h3 class="text-lg font-semibold mb-4 mt-6 text-gray-700">预期差分析</h3>
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<div class="bg-blue-50 p-4 rounded-lg border-l-4 border-blue-500">
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<p class="text-gray-700 text-sm">
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<span class="font-semibold">市场共识：</span>认为CXO仅是"周期复苏"，忽略新分子（ADC/多肽）带来的结构性增量（药明康德TIDES订单+188%）
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</p>
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<p class="text-gray-700 text-sm mt-2">
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<span class="font-semibold">被忽略的关键点：</span>产能利用率2024年下降主因新冠订单消化，但2025年GLP-1产能利用率已回升至80%+（药明康德多肽反应釜扩至10万升）
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</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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</section>
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<!-- 关键催化剂与未来发展路径 -->
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<section class="mb-12">
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<div class="bg-white rounded-xl p-6 card-shadow">
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<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
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<i class="fas fa-rocket mr-3 text-cyan-600"></i>关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-700">近期催化剂（3-6个月）</h3>
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<div class="space-y-4">
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 text-cyan-600">
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<i class="fas fa-calendar-check"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">2025年Q2业绩</h4>
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<p class="text-gray-600 text-sm">低基数下龙头公司（药明康德、凯莱英）收入增速有望超30%</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 text-cyan-600">
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<i class="fas fa-file-contract"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">政策落地</h4>
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<p class="text-gray-600 text-sm">科创板第五套标准重启，禾元生物IPO过会（7月1日审议）将提振创新药融资预期</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="flex-shrink-0 mt-1 mr-3 text-cyan-600">
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<i class="fas fa-clipboard-check"></i>
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</div>
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<div>
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<h4 class="font-medium text-gray-800">订单验证</h4>
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<p class="text-gray-600 text-sm">2025年6月药明生物ADC管线达167个（+51.8%），催化ADC CDMO需求</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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<div>
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<h3 class="text-lg font-semibold mb-4 text-gray-700">长期发展路径</h3>
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<div class="space-y-4">
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<div class="bg-gradient-to-r from-purple-50 to-blue-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">2025-2027年</h4>
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<p class="text-gray-600 text-sm">新分子（ADC/多肽/CGT）驱动行业复合增速20%+，龙头市占率提升至30%+</p>
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</div>
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<div class="bg-gradient-to-r from-blue-50 to-cyan-50 p-4 rounded-lg">
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<h4 class="font-medium text-gray-800 mb-2">2028年后</h4>
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||||
<p class="text-gray-600 text-sm">AI+CXO深度融合（AI缩短研发周期40%），中国成为全球创新药外包中心</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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</div>
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</section>
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<!-- 产业链与核心公司深度剖析 -->
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||||
<section class="mb-12">
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||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||||
<i class="fas fa-sitemap mr-3 text-indigo-600"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="mb-8">
|
||||
<h3 class="text-lg font-semibold mb-4 text-gray-700">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-center">
|
||||
<div class="font-medium text-blue-800">上游</div>
|
||||
<div class="text-sm text-blue-600">试剂/耗材</div>
|
||||
<div class="text-xs text-blue-500 mt-1">皓元医药、毕得医药</div>
|
||||
</div>
|
||||
|
||||
<div class="text-gray-400">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
|
||||
<div class="bg-purple-100 px-4 py-2 rounded-lg text-center">
|
||||
<div class="font-medium text-purple-800">中游</div>
|
||||
<div class="text-sm text-purple-600">CRO/CDMO</div>
|
||||
<div class="text-xs text-purple-500 mt-1">药明康德、凯莱英</div>
|
||||
</div>
|
||||
|
||||
<div class="text-gray-400">
|
||||
<i class="fas fa-arrow-right"></i>
|
||||
</div>
|
||||
|
||||
<div class="bg-cyan-100 px-4 py-2 rounded-lg text-center">
|
||||
<div class="font-medium text-cyan-800">下游</div>
|
||||
<div class="text-sm text-cyan-600">创新药企</div>
|
||||
<div class="text-xs text-cyan-500 mt-1">恒瑞、百济神州</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-lg font-semibold mb-4 text-gray-700">核心玩家对比</h3>
|
||||
<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">业务聚焦</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">2024订单增速</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 font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">一体化CRDMO</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-green-600 font-semibold">+47%</td>
|
||||
<td class="px-6 py-4 text-gray-600">全球客户覆盖+多肽产能10万升</td>
|
||||
<td class="px-6 py-4 text-gray-600">地缘政治（已边际改善）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">凯莱英</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">小分子CDMO</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-green-600 font-semibold">+20%</td>
|
||||
<td class="px-6 py-4 text-gray-600">辉瑞长期合作+GLP-1产能3万升</td>
|
||||
<td class="px-6 py-4 text-gray-600">新冠订单基数影响消退</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">泰格医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-green-600 font-semibold">+12%</td>
|
||||
<td class="px-6 py-4 text-gray-600">国内临床资源垄断+SMO高增长</td>
|
||||
<td class="px-6 py-4 text-gray-600">投资收益波动</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">昭衍新药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">安评CRO</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-green-600 font-semibold">+18.4亿元</td>
|
||||
<td class="px-6 py-4 text-gray-600">猴子涨价受益（成本占比40%）</td>
|
||||
<td class="px-6 py-4 text-gray-600">生物资产减值（2024H1亏2.35亿）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</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-medium text-gray-800 mb-2">数据印证</h4>
|
||||
<p class="text-gray-600 text-sm">2025Q1药明康德小分子D&M收入178.7亿元（+15%），验证CDMO复苏逻辑</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-red-50 p-4 rounded-lg border-l-4 border-red-500">
|
||||
<h4 class="font-medium text-gray-800 mb-2">风险信号</h4>
|
||||
<p class="text-gray-600 text-sm">美迪西2024H1毛利率下滑31pct，提示临床前CRO价格战未结束</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<section class="mb-12">
|
||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-600"></i>潜在风险与挑战
|
||||
</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">风险类型</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">具体表现</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="bg-white divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">技术风险</td>
|
||||
<td class="px-6 py-4 text-gray-600">CGT工艺瓶颈（病毒载体产能不足，和元生物仅占国内7.7%份额）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">商业化风险</td>
|
||||
<td class="px-6 py-4 text-gray-600">GLP-1多肽价格战（诺泰生物2024H1毛利率+13.7pct，但行业产能扩张过快）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">政策风险</td>
|
||||
<td class="px-6 py-4 text-gray-600">国内药审趋严（2024年IND数量增速+12%，但质量要求提升）</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">信息矛盾</td>
|
||||
<td class="px-6 py-4 text-gray-600">研报称"投融资回暖"，但2024H1国内融资-33%（需区分结构性复苏：海外+25%）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<section class="mb-12">
|
||||
<div class="gradient-bg rounded-xl p-6 text-white">
|
||||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||||
<i class="fas fa-trophy mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3">阶段判断</h3>
|
||||
<p class="text-sm opacity-90">CXO已从主题炒作（2021年估值泡沫）进入基本面驱动（订单+业绩双拐点）</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold mb-3">高价值方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2">ADC CDMO</h4>
|
||||
<p class="text-sm opacity-90">药明合联（订单+71%）、凯莱英（辉瑞ADC订单）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2">GLP-1多肽</h4>
|
||||
<p class="text-sm opacity-90">药明康德（产能10万升）、诺泰生物（技术领先）</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg p-4">
|
||||
<h4 class="font-semibold mb-2">临床CRO</h4>
|
||||
<p class="text-sm opacity-90">泰格医药（国内市占率30%+）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold mb-3">关键跟踪指标</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 mt-1 mr-3">
|
||||
<i class="fas fa-chart-pie"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-medium">订单转化</h4>
|
||||
<p class="text-sm opacity-90">2025年Q2药明康德TIDES收入占比（当前20%，目标30%）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 mt-1 mr-3">
|
||||
<i class="fas fa-industry"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-medium">产能利用率</h4>
|
||||
<p class="text-sm opacity-90">凯莱英GLP-1产能利用率（当前80%，需跟踪90%+）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex items-start">
|
||||
<div class="flex-shrink-0 mt-1 mr-3">
|
||||
<i class="fas fa-file-signature"></i>
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-medium">政策催化</h4>
|
||||
<p class="text-sm opacity-90">科创板第五套标准重启后IPO数量（2025年目标20家）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-8 text-center">
|
||||
<div class="inline-block bg-white bg-opacity-20 backdrop-filter backdrop-blur-lg rounded-lg px-6 py-3">
|
||||
<p class="text-lg font-bold">CXO是2025年医药板块"戴维斯双击"最佳赛道，龙头估值修复+新分子放量双击，建议超配</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- 关联股票数据 -->
|
||||
<section class="mb-12">
|
||||
<div class="bg-white rounded-xl p-6 card-shadow">
|
||||
<h2 class="text-2xl font-bold mb-6 text-gray-800 flex items-center">
|
||||
<i class="fas fa-table mr-3 text-green-600"></i>关联股票数据
|
||||
</h2>
|
||||
|
||||
<div class="table-container">
|
||||
<table class="min-w-full divide-y divide-gray-200">
|
||||
<thead class="bg-gray-50">
|
||||
<tr>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">信源</th>
|
||||
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">理由</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="bg-white divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">毕得医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">分子砌块</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物分子砌块营收9.36亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">调研/年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">公司在分子砌块领域营收显著，信源为调研或年报数据</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">皓元医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">分子砌块</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年分子砌块、工具化合物和生化试剂合计营收14.99亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">分子砌块及相关产品营收超14亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药石科技</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">分子砌块</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年分子砌块（用于药物开发和生产）收入4.91亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">专注药物开发生产领域分子砌块，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年成功交付超46万个新化合物，国内第一</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">公开资料</td>
|
||||
<td class="px-6 py-4 text-gray-600">化合物交付数量行业领先，信源为公开资料</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">康龙化成</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床前CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年实验室服务营收70.47亿元，全球规模前三</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">公开资料</td>
|
||||
<td class="px-6 py-4 text-gray-600">实验室服务营收超70亿元且全球前三，信源为公开资料</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">成都先导</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年新药研发服务营收14.27亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">新药研发服务营收超14亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">百诚医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物研发+技术转化合计营收6.95亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药物研发及技术转化营收近7亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">阳光诺和</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药学研究服务营收5.59亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药学研究服务营收超5亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">睿智医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药效药动业务营收5.47亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药效药动业务营收超5亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">美迪西</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物发现与药学研究营收4.95亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药物发现及药学研究营收近5亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">泓博医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物发现</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物发现营收3.17亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药物发现业务营收超3亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">太龙药业</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床前CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药品研发服务营收2.65亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药品研发服务营收超2亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">百花医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床前CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年医药研发营收2.04亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">医药研发业务营收超2亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物安评</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物安全性评价业务保持亚太行业领先地位</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">药物安全评价领域行业领先，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">昭衍新药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物安评</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年药物非临床研究服务营收19.17亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">非临床研究服务营收近20亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">康龙化成</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物安评</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年生物科学服务包括药物安全性评价</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">提供药物安全评价相关生物科学服务，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">益诺思</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">药物安评</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年安全性评价营收9.59亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">安全性评价业务营收近10亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">泰格医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床试验服务合计营收64.74亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床试验服务营收超60亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">康龙化成</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床研究服务营收18.26亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床研究服务营收超18亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床CRO及SMO业务收入人民币18.1亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床CRO及SMO业务营收超18亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">普蕊斯</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年SMO营收8.04亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">SMO业务营收超8亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">诺思格</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床试验服务及统计服务合计营收6.26亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床试验及统计服务营收超6亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">博济医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床研究服务营收5.97亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床研究服务营收近6亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">阳光诺和</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床试验及生物分析服务营收5.12亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床试验及生物分析服务营收超5亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">万邦医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床研究服务营收3.04亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床研究服务营收超3亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">义翘神州</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年CRO营收1.69亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">CRO业务营收近2亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">百花医药</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年临床试验营收1.49亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">临床试验业务营收超1亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">近岸蛋白</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">临床CRO</td>
|
||||
<td class="px-6 py-4 text-gray-600">提供与重组蛋白相关的CRO服务</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">提供重组蛋白相关CRO服务，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年小分子D&M业务营收178.7亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">小分子CDMO业务营收超170亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">凯莱英</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年小分子CDMO业务实现收入45.71亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">小分子CDMO业务营收超45亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">九洲药业</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年合同定制类营收38.71亿元（公司深耕小分子CDMO）</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">合同定制类营收近40亿元且专注小分子CDMO，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">康龙化成</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年小分子CDMO营收29.89亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">小分子CDMO业务营收近30亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">博腾股份</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年小分子（制剂+原料药）合计营收28.87亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">小分子制剂及原料药CDMO营收近30亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药石科技</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年CDMO营收8.63亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">CDMO业务营收超8亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">金凯生科</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年CDMO营收4.9亿元（小分子CDMO服务商）</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">小分子CDMO业务营收近5亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">诚达药业</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">CDMO</td>
|
||||
<td class="px-6 py-4 text-gray-600">CDMO涵盖抗肿瘤、抗病毒、神经类、糖尿病等创新药中间体</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">互动</td>
|
||||
<td class="px-6 py-4 text-gray-600">CDMO业务覆盖多类创新药中间体，信源为互动</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">药明康德</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年生物学业务营收25.44亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">生物学业务营收超25亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">海普瑞</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年CDMO营收10.34亿元（生物大分子CDMO）</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">生物大分子CDMO业务营收超10亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">和元生物</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">2024年细胞和基因治疗CDMO业务1.35亿元</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">细胞和基因治疗CDMO业务营收超1亿元，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">近岸蛋白</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">在建工程：创新疫苗原料和疫苗CDMO基地项目</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">建设疫苗CDMO基地项目，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">奥浦迈</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">公司主营业务涵盖生物药委托开发生产（CDMO）服务</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">提供生物药CDMO服务，信源为年报</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-6 py-4 whitespace-nowrap font-medium text-gray-900">ST未名</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">生物药</td>
|
||||
<td class="px-6 py-4 text-gray-600">公司业务涉及生物医药CRO/CDMO</td>
|
||||
<td class="px-6 py-4 whitespace-nowrap text-gray-600">年报</td>
|
||||
<td class="px-6 py-4 text-gray-600">涉及生物医药CRO/CDMO业务，信源为年报</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// 初始化粒子背景
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#2563eb"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#7c3aed",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false
|
||||
}
|
||||
},
|
||||
interactivity: {
|
||||
detect_on: "canvas",
|
||||
events: {
|
||||
onhover: {
|
||||
enable: true,
|
||||
mode: "grab"
|
||||
},
|
||||
onclick: {
|
||||
enable: true,
|
||||
mode: "push"
|
||||
},
|
||||
resize: true
|
||||
},
|
||||
modes: {
|
||||
grab: {
|
||||
distance: 140,
|
||||
line_linked: {
|
||||
opacity: 1
|
||||
}
|
||||
},
|
||||
push: {
|
||||
particles_nb: 4
|
||||
}
|
||||
}
|
||||
},
|
||||
retina_detect: true
|
||||
});
|
||||
|
||||
// 添加平滑滚动
|
||||
document.querySelectorAll('a[href^="#"]').forEach(anchor => {
|
||||
anchor.addEventListener('click', function (e) {
|
||||
e.preventDefault();
|
||||
document.querySelector(this.getAttribute('href')).scrollIntoView({
|
||||
behavior: 'smooth'
|
||||
});
|
||||
});
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user