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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>海南自贸区250606概念分析报告</title>
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:wght@300;400;500;700&display=swap" rel="stylesheet" />
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<style>
.gradient-bg {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
}
.card-shadow {
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
}
.text-gradient {
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
background-clip: text;
}
.timeline-dot {
width: 12px;
height: 12px;
background-color: #667eea;
border-radius: 50%;
position: absolute;
left: -6px;
top: 6px;
}
.timeline-line {
position: absolute;
left: 0;
top: 18px;
bottom: -18px;
width: 1px;
background-color: #e2e8f0;
}
.timeline-item:last-child .timeline-line {
display: none;
}
.table-container {
overflow-x: auto;
}
@media (min-width: 768px) {
.table-container {
overflow-x: visible;
}
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
.content-wrapper {
position: relative;
z-index: 1;
}
</style>
</head>
<body class="bg-gray-50">
<div id="particles-js"></div>
<div class="content-wrapper min-h-screen py-8 px-4 sm:px-6 lg:px-8">
<div class="max-w-7xl mx-auto">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold text-gray-900 mb-4">海南自贸区250606概念分析</h1>
<p class="text-xl text-gray-600 max-w-3xl mx-auto">新时代中国对外开放的重要门户2025年12月封关在即</p>
</div>
<!-- 概念事件 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-calendar-alt text-purple-600 mr-3"></i>
概念事件
</h2>
<div class="grid md:grid-cols-2 gap-6 mb-6">
<div class="bg-purple-50 rounded-lg p-5">
<h3 class="font-semibold text-purple-900 mb-3">背景</h3>
<p class="text-gray-700">海南自贸区是2018年中央提出的国家级战略定位为"新时代中国对外开放的重要门户"对标香港、新加坡目标在2025年底前完成全岛封关运作实现"一线放开、二线管住、岛内自由"的自贸港制度。</p>
</div>
<div class="bg-blue-50 rounded-lg p-5">
<h3 class="font-semibold text-blue-900 mb-3">催化事件</h3>
<ul class="space-y-2 text-gray-700">
<li class="flex items-start">
<span class="text-blue-600 mr-2"></span>
<span><strong>2024年12月4日</strong>:外交部与海南省政府联合举办"海南自贸港全球推介会"</span>
</li>
<li class="flex items-start">
<span class="text-blue-600 mr-2"></span>
<span><strong>2025年7月24日</strong>国家发改委明确2025年12月18日正式启动封关</span>
</li>
<li class="flex items-start">
<span class="text-blue-600 mr-2"></span>
<span><strong>2025年7月25日</strong>板块高开低走神农种业跌超9%</span>
</li>
</ul>
</div>
</div>
<!-- 时间轴 -->
<div class="mt-8">
<h3 class="font-semibold text-gray-900 mb-6">重要时间轴</h3>
<div class="relative pl-8">
<div class="timeline-item relative pb-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-gray-50 rounded-lg p-4">
<p class="font-semibold text-gray-900">2020年6月</p>
<p class="text-gray-600">《海南自由贸易港建设总体方案》发布,提出"2025年封关、2035年成熟、2050年国际影响力"三阶段目标</p>
</div>
</div>
<div class="timeline-item relative pb-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-gray-50 rounded-lg p-4">
<p class="font-semibold text-gray-900">2024年9月</p>
<p class="text-gray-600">海南海药5连板板块首次爆发</p>
</div>
</div>
<div class="timeline-item relative pb-8">
<div class="timeline-dot"></div>
<div class="timeline-line"></div>
<div class="bg-gray-50 rounded-lg p-4">
<p class="font-semibold text-gray-900">2025年3月</p>
<p class="text-gray-600">博鳌论坛后机构提示"逢低布局",西部策略称"封关确定性高"</p>
</div>
</div>
<div class="timeline-item relative">
<div class="timeline-dot"></div>
<div class="bg-gray-50 rounded-lg p-4">
<p class="font-semibold text-gray-900">2025年7月</p>
<p class="text-gray-600">政策细则落地,但市场反应分化(如东吴商社提示"免税政策低于预期"</p>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="bg-gradient-to-r from-purple-600 to-indigo-600 rounded-xl p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-lightbulb mr-3"></i>
核心观点摘要
</h2>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">阶段判断</h3>
<p class="text-sm">海南自贸区处于政策落地前的"预期博弈"阶段2025年12月封关是核心验证点短期波动大但中长期战略价值明确。</p>
</div>
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">核心驱动力</h3>
<p class="text-sm">零关税+低税率+简税制的制度红利,叠加"逆全球化"背景下中国对外开放的战略需求。</p>
</div>
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">未来潜力</h3>
<p class="text-sm">若封关后贸易、资金、人员自由流动兑现,海南或成为亚太供应链枢纽,对标香港但产业纵深更强。</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-brain text-purple-600 mr-3"></i>
核心逻辑与市场认知分析
</h2>
<div class="grid md:grid-cols-2 gap-6 mb-6">
<div>
<h3 class="font-semibold text-gray-900 mb-4 text-lg">核心驱动力</h3>
<div class="space-y-4">
<div class="border-l-4 border-purple-500 pl-4">
<h4 class="font-semibold text-gray-800">政策红利</h4>
<ul class="mt-2 space-y-1 text-gray-600 text-sm">
<li>• 零关税负面清单从1900项扩至6600项</li>
<li>• 低税率企业所得税15%、个人所得税上限15%</li>
<li>• 简税制:增值税等五税合一为销售税</li>
</ul>
</div>
<div class="border-l-4 border-blue-500 pl-4">
<h4 class="font-semibold text-gray-800">战略定位</h4>
<ul class="mt-2 space-y-1 text-gray-600 text-sm">
<li>• 中美博弈缓冲带</li>
<li>• 一带一路节点</li>
</ul>
</div>
</div>
</div>
<div>
<h3 class="font-semibold text-gray-900 mb-4 text-lg">市场热度与情绪</h3>
<div class="space-y-4">
<div class="bg-yellow-50 rounded-lg p-3">
<h4 class="font-semibold text-yellow-800">热度指标</h4>
<p class="mt-1 text-yellow-700 text-sm">2025年7月板块拥挤度接近历史极值但公募基金配置仍低</p>
</div>
<div class="space-y-3">
<div class="bg-green-50 rounded-lg p-3">
<h4 class="font-semibold text-green-800">乐观派</h4>
<p class="mt-1 text-green-700 text-sm">政策想象空间大+机构低配类比横琴封关23%超额收益</p>
</div>
<div class="bg-red-50 rounded-lg p-3">
<h4 class="font-semibold text-red-800">谨慎派</h4>
<p class="mt-1 text-red-700 text-sm">免税政策仅限企业端C端个人免税未放开</p>
</div>
</div>
</div>
</div>
</div>
<div class="mt-6">
<h3 class="font-semibold text-gray-900 mb-4 text-lg">预期差分析</h3>
<div class="grid md:grid-cols-2 gap-4">
<div class="bg-indigo-50 rounded-lg p-4">
<h4 class="font-semibold text-indigo-800 mb-2">市场忽略点</h4>
<ul class="space-y-2 text-indigo-700 text-sm">
<li class="flex items-start">
<span class="mr-2"></span>
<span>加工增值政策海南制造增值超30%的产品内销免关税</span>
</li>
<li class="flex items-start">
<span class="mr-2"></span>
<span>数据自由流动:海南自贸港试点数据跨境传输</span>
</li>
</ul>
</div>
<div class="bg-pink-50 rounded-lg p-4">
<h4 class="font-semibold text-pink-800 mb-2">认知误区</h4>
<p class="text-pink-700 text-sm">市场过度聚焦免税,低估物流、制造、金融的协同效应</p>
</div>
</div>
</div>
</div>
<!-- 关键催化剂 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-rocket text-purple-600 mr-3"></i>
关键催化剂与未来发展路径
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="font-semibold text-gray-900 mb-4 text-lg">近期催化剂3-6个月</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="bg-purple-100 rounded-full p-2 mr-3 mt-1">
<i class="fas fa-calendar-check text-purple-600 text-sm"></i>
</div>
<div>
<p class="font-semibold text-gray-800">2025年10月</p>
<p class="text-gray-600 text-sm">封关前压力测试完成,海关智慧平台验收</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-purple-100 rounded-full p-2 mr-3 mt-1">
<i class="fas fa-calendar-check text-purple-600 text-sm"></i>
</div>
<div>
<p class="font-semibold text-gray-800">2025年Q4</p>
<p class="text-gray-600 text-sm">岛内居民免税正面清单发布</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-purple-100 rounded-full p-2 mr-3 mt-1">
<i class="fas fa-calendar-check text-purple-600 text-sm"></i>
</div>
<div>
<p class="font-semibold text-gray-800">2025年12月18日</p>
<p class="text-gray-600 text-sm">封关仪式启动,关注海南机场国际航线增量</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="font-semibold text-gray-900 mb-4 text-lg">长期路径</h3>
<div class="space-y-4">
<div class="border-l-4 border-green-500 pl-4">
<p class="font-semibold text-gray-800">2025-2027年</p>
<p class="text-gray-600 text-sm">政策磨合期,制造业、物流率先受益</p>
</div>
<div class="border-l-4 border-blue-500 pl-4">
<p class="font-semibold text-gray-800">2028-2035年</p>
<p class="text-gray-600 text-sm">制度成熟,形成"制造+服务"双轮驱动</p>
</div>
<div class="bg-gray-50 rounded-lg p-3 mt-4">
<h4 class="font-semibold text-gray-800 mb-2">关键里程碑</h4>
<ul class="space-y-1 text-gray-600 text-sm">
<li>• 2026年全岛封关后首年GDP增速目标>8%</li>
<li>• 2030年"六大自由"全面实现</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-sitemap text-purple-600 mr-3"></i>
产业链与核心公司深度剖析
</h2>
<div class="mb-6">
<h3 class="font-semibold text-gray-900 mb-4 text-lg">产业链图谱</h3>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-purple-50 rounded-lg p-4">
<h4 class="font-semibold text-purple-900 mb-2">上游</h4>
<p class="text-purple-700 text-sm">基建(海南高速、海南瑞泽)、设备(海南华铁算力设备免税进口)</p>
</div>
<div class="bg-blue-50 rounded-lg p-4">
<h4 class="font-semibold text-blue-900 mb-2">中游</h4>
<p class="text-blue-700 text-sm">物流(海峡股份客滚运输、海航控股航空)、免税运营(中国中免、王府井)</p>
</div>
<div class="bg-green-50 rounded-lg p-4">
<h4 class="font-semibold text-green-900 mb-2">下游</h4>
<p class="text-green-700 text-sm">消费凯撒旅业旅游、海南椰岛食品、金融海德股份AMC</p>
</div>
</div>
</div>
<div>
<h3 class="font-semibold text-gray-900 mb-4 text-lg">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">业务逻辑</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 text-sm font-medium text-gray-900">中国中免</td>
<td class="px-6 py-4 text-sm text-gray-500">离岛免税+市内免税店</td>
<td class="px-6 py-4 text-sm text-gray-500">牌照垄断+海棠湾/海口免税城</td>
<td class="px-6 py-4 text-sm text-gray-500">政策放宽后竞争加剧</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海峡股份</td>
<td class="px-6 py-4 text-sm text-gray-500">琼州海峡客滚运输市占率88.3%</td>
<td class="px-6 py-4 text-sm text-gray-500">整合后运力47艘新海港枢纽2025投产</td>
<td class="px-6 py-4 text-sm text-gray-500">油价上涨挤压利润</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南机场</td>
<td class="px-6 py-4 text-sm text-gray-500">机场免税+国际航线(第七航权)</td>
<td class="px-6 py-4 text-sm text-gray-500">凤凰机场客流超2019年110%T3航站楼扩建</td>
<td class="px-6 py-4 text-sm text-gray-500">免税扣点率谈判低于预期</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南华铁</td>
<td class="px-6 py-4 text-sm text-gray-500">算力租赁+设备免税进口</td>
<td class="px-6 py-4 text-sm text-gray-500">国资入驻后融资成本降至3%</td>
<td class="px-6 py-4 text-sm text-gray-500">算力需求不及预期</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 潜在风险 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-exclamation-triangle text-purple-600 mr-3"></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>
<th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">来源</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">政策风险</td>
<td class="px-6 py-4 text-sm text-gray-500">封关后税率减免力度低于预期6-7% vs 全免税)</td>
<td class="px-6 py-4 text-sm text-gray-500">东吴商社路演</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">竞争风险</td>
<td class="px-6 py-4 text-sm text-gray-500">免税牌照放开,中免垄断地位受冲击</td>
<td class="px-6 py-4 text-sm text-gray-500">兴证社服报告</td>
</tr>
<tr>
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">技术风险</td>
<td class="px-6 py-4 text-sm text-gray-500">数据跨境流动政策细则未明,算力业务受限</td>
<td class="px-6 py-4 text-sm text-gray-500">海南华铁路演</td>
</tr>
<tr class="bg-gray-50">
<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">信息矛盾</td>
<td class="px-6 py-4 text-sm text-gray-500">西部策略称"逢低布局"但7月板块高开低走</td>
<td class="px-6 py-4 text-sm text-gray-500">新闻与策略观点分歧</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- 综合结论 -->
<div class="bg-gradient-to-r from-indigo-600 to-purple-600 rounded-xl p-6 mb-8 text-white">
<h2 class="text-2xl font-bold mb-6 flex items-center">
<i class="fas fa-chart-line mr-3"></i>
综合结论与投资启示
</h2>
<div class="space-y-4">
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">阶段判断</h3>
<p class="text-sm">当前处于政策预期向基本面过渡阶段短期波动大但2025年12月封关是确定性拐点。</p>
</div>
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">投资方向</h3>
<ul class="space-y-2 text-sm">
<li class="flex items-start">
<span class="mr-2">1.</span>
<span><strong>物流基建</strong>:海峡股份(琼州海峡唯一通道)、海南高速(参股免税店+算力中心)</span>
</li>
<li class="flex items-start">
<span class="mr-2">2.</span>
<span><strong>免税运营</strong>中国中免估值已反映悲观预期2025年PE约20倍</span>
</li>
<li class="flex items-start">
<span class="mr-2">3.</span>
<span><strong>政策套利</strong>:海南华铁(设备免税+算力租赁,国资赋能降本)</span>
</li>
</ul>
</div>
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
<h3 class="font-semibold mb-2">跟踪指标</h3>
<ul class="space-y-1 text-sm">
<li>• 2025年Q4海南机场国际航线数量第七航权落地进度</li>
<li>• 离岛免税渗透率能否从10%回升至20%+</li>
<li>• 加工增值企业注册数量(反映制造业政策吸引力)</li>
</ul>
</div>
<div class="bg-yellow-400 bg-opacity-90 rounded-lg p-4 text-gray-900">
<p class="font-bold text-center">一句话总结</p>
<p class="text-center mt-2">海南自贸区是"政策红利+战略定位"的稀缺主题短期需忍受波动长期看12月封关后或复制横琴23%超额收益,<strong>逢低布局物流与免税龙头</strong></p>
</div>
</div>
</div>
<!-- 关联股票表格 -->
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
<h2 class="text-2xl font-bold text-gray-900 mb-6 flex items-center">
<i class="fas fa-table text-purple-600 mr-3"></i>
关联股票数据
</h2>
<div class="table-container">
<table class="min-w-full divide-y divide-gray-200">
<thead class="bg-gray-50">
<tr>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">行业/分类</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目/属性</th>
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因/来源</th>
</tr>
</thead>
<tbody class="bg-white divide-y divide-gray-200">
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">二六三</td>
<td class="px-4 py-4 text-sm text-gray-500">网络架构</td>
<td class="px-4 py-4 text-sm text-gray-500">国际海缆+移动网络+虚拟专网+数据中心</td>
<td class="px-4 py-4 text-sm text-gray-500">公告</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海汽集团</td>
<td class="px-4 py-4 text-sm text-gray-500">客运, 免税, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海航控股</td>
<td class="px-4 py-4 text-sm text-gray-500">客运</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海马汽车</td>
<td class="px-4 py-4 text-sm text-gray-500">客运</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海峡股份</td>
<td class="px-4 py-4 text-sm text-gray-500">客运, 免税, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南瑞泽</td>
<td class="px-4 py-4 text-sm text-gray-500">地产基建</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南机场</td>
<td class="px-4 py-4 text-sm text-gray-500">地产基建, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南高速</td>
<td class="px-4 py-4 text-sm text-gray-500">地产基建, 免税, 海南算力, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南发展</td>
<td class="px-4 py-4 text-sm text-gray-500">地产基建, 免税, 新能源</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">凯撒旅业</td>
<td class="px-4 py-4 text-sm text-gray-500">免税</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南椰岛</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸, 医药, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南橡胶</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">神农种业</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">京粮控股</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">欣龙控股</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">罗牛山</td>
<td class="px-4 py-4 text-sm text-gray-500">食品/农贸</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">钧达股份</td>
<td class="px-4 py-4 text-sm text-gray-500">新能源</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">金盘科技</td>
<td class="px-4 py-4 text-sm text-gray-500">新能源</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南矿业</td>
<td class="px-4 py-4 text-sm text-gray-500">矿产/油气</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">中钨高新</td>
<td class="px-4 py-4 text-sm text-gray-500">矿产/油气, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">洲际油气</td>
<td class="px-4 py-4 text-sm text-gray-500">矿产/油气</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">新大洲A</td>
<td class="px-4 py-4 text-sm text-gray-500">矿产/油气</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">康芝药业</td>
<td class="px-4 py-4 text-sm text-gray-500">医药</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">普利制药</td>
<td class="px-4 py-4 text-sm text-gray-500">医药</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">双成药业</td>
<td class="px-4 py-4 text-sm text-gray-500">医药</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">ST葫芦娃</td>
<td class="px-4 py-4 text-sm text-gray-500">医药</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海南华铁</td>
<td class="px-4 py-4 text-sm text-gray-500">海南算力</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海兰信</td>
<td class="px-4 py-4 text-sm text-gray-500">海南算力</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
</tr>
<tr>
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">海德股份</td>
<td class="px-4 py-4 text-sm text-gray-500">非银金融</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
<tr class="bg-gray-50">
<td class="px-4 py-4 whitespace-nowrap text-sm font-medium text-gray-900">华闻集团</td>
<td class="px-4 py-4 text-sm text-gray-500">传媒出版, 国资</td>
<td class="px-4 py-4 text-sm text-gray-500">-</td>
<td class="px-4 py-4 text-sm text-gray-500">涨幅大于10%</td>
</tr>
</tbody>
</table>
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