feat: 10.10线上最新代码提交
This commit is contained in:
zdl
754
public/htmls/珠海国资.html
Normal file
754
public/htmls/珠海国资.html
Normal file
@@ -0,0 +1,754 @@
|
||||
|
||||
<!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>珠海国资概念分析报告</title>
|
||||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" 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" />
|
||||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
|
||||
<style>
|
||||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||||
|
||||
body {
|
||||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||||
background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
|
||||
min-height: 100vh;
|
||||
}
|
||||
|
||||
.glass-effect {
|
||||
background: rgba(255, 255, 255, 0.85);
|
||||
backdrop-filter: blur(10px);
|
||||
border-radius: 16px;
|
||||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.15);
|
||||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||||
}
|
||||
|
||||
.timeline-item {
|
||||
position: relative;
|
||||
padding-left: 30px;
|
||||
}
|
||||
|
||||
.timeline-item::before {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 0;
|
||||
top: 8px;
|
||||
width: 12px;
|
||||
height: 12px;
|
||||
border-radius: 50%;
|
||||
background: #3b82f6;
|
||||
}
|
||||
|
||||
.timeline-item::after {
|
||||
content: '';
|
||||
position: absolute;
|
||||
left: 5px;
|
||||
top: 20px;
|
||||
width: 2px;
|
||||
height: calc(100% + 10px);
|
||||
background: #e5e7eb;
|
||||
}
|
||||
|
||||
.timeline-item:last-child::after {
|
||||
display: none;
|
||||
}
|
||||
|
||||
.gradient-text {
|
||||
background: linear-gradient(135deg, #3b82f6, #8b5cf6);
|
||||
-webkit-background-clip: text;
|
||||
-webkit-text-fill-color: transparent;
|
||||
background-clip: text;
|
||||
}
|
||||
|
||||
.card-hover {
|
||||
transition: all 0.3s ease;
|
||||
}
|
||||
|
||||
.card-hover:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 10px 40px rgba(0, 0, 0, 0.1);
|
||||
}
|
||||
|
||||
.badge-custom {
|
||||
display: inline-block;
|
||||
padding: 4px 12px;
|
||||
border-radius: 20px;
|
||||
font-size: 0.75rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.table-container {
|
||||
overflow-x: auto;
|
||||
}
|
||||
|
||||
@media (max-width: 768px) {
|
||||
.timeline-item {
|
||||
padding-left: 20px;
|
||||
}
|
||||
|
||||
.timeline-item::before {
|
||||
width: 8px;
|
||||
height: 8px;
|
||||
}
|
||||
|
||||
.timeline-item::after {
|
||||
left: 3px;
|
||||
}
|
||||
}
|
||||
|
||||
#particles-js {
|
||||
position: fixed;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
top: 0;
|
||||
left: 0;
|
||||
z-index: -1;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="bg-gray-50">
|
||||
<div id="particles-js"></div>
|
||||
|
||||
<div class="container mx-auto px-4 py-8 max-w-7xl">
|
||||
<!-- 标题部分 -->
|
||||
<div class="glass-effect p-8 mb-8 text-center card-hover">
|
||||
<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">珠海国资概念分析</h1>
|
||||
<p class="text-gray-600 text-lg">资产整合与产业投资双轮驱动的战略转型</p>
|
||||
<div class="mt-6 flex justify-center">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800 mr-3">政策驱动</span>
|
||||
<span class="badge-custom bg-purple-100 text-purple-800 mr-3">产业孵化</span>
|
||||
<span class="badge-custom bg-green-100 text-green-800">资本运作</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 概念事件时间轴 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-history text-blue-500 mr-3"></i>关键事件时间轴
|
||||
</h2>
|
||||
<div class="space-y-6">
|
||||
<div class="timeline-item">
|
||||
<div class="bg-blue-50 rounded-lg p-4">
|
||||
<div class="flex justify-between items-start mb-2">
|
||||
<h3 class="font-semibold text-blue-700">2024-08-10</h3>
|
||||
<span class="badge-custom bg-blue-500 text-white">房地产</span>
|
||||
</div>
|
||||
<p class="text-gray-700">华发集团拟120亿元收购存量商品房，建立保障房体系</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item">
|
||||
<div class="bg-purple-50 rounded-lg p-4">
|
||||
<div class="flex justify-between items-start mb-2">
|
||||
<h3 class="font-semibold text-purple-700">2024-11-11</h3>
|
||||
<span class="badge-custom bg-purple-500 text-white">低空经济</span>
|
||||
</div>
|
||||
<p class="text-gray-700">珠海设立100亿元低空经济基金群，华发集团管理</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item">
|
||||
<div class="bg-green-50 rounded-lg p-4">
|
||||
<div class="flex justify-between items-start mb-2">
|
||||
<h3 class="font-semibold text-green-700">2025-04-10</h3>
|
||||
<span class="badge-custom bg-green-500 text-white">资产整合</span>
|
||||
</div>
|
||||
<p class="text-gray-700">格力地产控股股东海投公司无偿划转至华发集团</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item">
|
||||
<div class="bg-yellow-50 rounded-lg p-4">
|
||||
<div class="flex justify-between items-start mb-2">
|
||||
<h3 class="font-semibold text-yellow-700">2025-04-13</h3>
|
||||
<span class="badge-custom bg-yellow-600 text-white">科技产业</span>
|
||||
</div>
|
||||
<p class="text-gray-700">华发科技股权注入珠海科技产业集团（华发+格力合资）</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="timeline-item">
|
||||
<div class="bg-red-50 rounded-lg p-4">
|
||||
<div class="flex justify-between items-start mb-2">
|
||||
<h3 class="font-semibold text-red-700">2025-05-06</h3>
|
||||
<span class="badge-custom bg-red-500 text-white">战略调整</span>
|
||||
</div>
|
||||
<p class="text-gray-700">通裕重工实控人变更为山东国资委（珠海国资退出）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心观点摘要 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-lightbulb text-yellow-500 mr-3"></i>核心观点摘要
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-6">
|
||||
<div class="bg-gradient-to-br from-blue-50 to-blue-100 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-blue-800 mb-3">短期策略</h3>
|
||||
<p class="text-gray-700">通过存量资产盘活（房地产收储、土地专项债）缓解财政压力，同时布局低空经济、科技产业等战略赛道。</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-br from-purple-50 to-purple-100 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-purple-800 mb-3">长期目标</h3>
|
||||
<p class="text-gray-700">以华发集团为旗舰，打造"科技+金融+城市运营"的综合性国资平台，目标冲击世界500强。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 核心逻辑与市场认知 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-brain text-purple-500 mr-3"></i>核心逻辑与市场认知
|
||||
</h2>
|
||||
<div class="space-y-6">
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">核心驱动力</h3>
|
||||
<div class="grid md:grid-cols-3 gap-4">
|
||||
<div class="bg-white rounded-lg p-4 border-l-4 border-blue-500">
|
||||
<h4 class="font-medium text-blue-700 mb-2">政策倒逼</h4>
|
||||
<p class="text-sm text-gray-600">珠海财政收支缺口扩大，需通过股权财政弥补缺口</p>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4 border-l-4 border-purple-500">
|
||||
<h4 class="font-medium text-purple-700 mb-2">产业卡位</h4>
|
||||
<p class="text-sm text-gray-600">低空经济、集成电路等赛道需国资领投</p>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4 border-l-4 border-green-500">
|
||||
<h4 class="font-medium text-green-700 mb-2">资产整合</h4>
|
||||
<p class="text-sm text-gray-600">形成"1家旗舰+多家专业化子公司"架构</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">市场热度与情绪</h3>
|
||||
<div class="bg-yellow-50 rounded-lg p-4">
|
||||
<div class="flex items-start">
|
||||
<i class="fas fa-fire text-orange-500 mt-1 mr-3"></i>
|
||||
<div>
|
||||
<p class="text-gray-700 mb-2">2024年11月低空经济基金设立后，珠海国资概念股（华发股份、光库科技）连续涨停</p>
|
||||
<p class="text-sm text-gray-600">机构分歧：部分认为"重资产整合，轻盈利兑现"；另一部分看好"科技投资孵化能力"</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">预期差分析</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-green-50 rounded-lg p-4">
|
||||
<h4 class="font-medium text-green-700 mb-2">市场忽略点</h4>
|
||||
<p class="text-sm text-gray-600">华发集团科技投资板块（如高景太阳能）已贡献190亿元收入，显示产业投资已进入收获期</p>
|
||||
</div>
|
||||
<div class="bg-red-50 rounded-lg p-4">
|
||||
<h4 class="font-medium text-red-700 mb-2">风险认知不足</h4>
|
||||
<p class="text-sm text-gray-600">通裕重工股权转让暴露珠海国资"有进有退"策略，未来或持续优化资产组合</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 催化剂与未来路径 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-rocket text-blue-500 mr-3"></i>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-lg text-gray-700 mb-4">近期催化剂（3-6个月）</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-blue-100 rounded-full flex items-center justify-center mr-3">
|
||||
<i class="fas fa-helicopter text-blue-600 text-sm"></i>
|
||||
</span>
|
||||
<div>
|
||||
<h4 class="font-medium text-gray-700">低空经济基金落地</h4>
|
||||
<p class="text-sm text-gray-600">首期15亿元投资eVTOL整机企业</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-purple-100 rounded-full flex items-center justify-center mr-3">
|
||||
<i class="fas fa-microchip text-purple-600 text-sm"></i>
|
||||
</span>
|
||||
<div>
|
||||
<h4 class="font-medium text-gray-700">珠海科技产业集团运作</h4>
|
||||
<p class="text-sm text-gray-600">500亿元注册资本或加速并购半导体、AI企业</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<span class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
|
||||
<i class="fas fa-home text-green-600 text-sm"></i>
|
||||
</span>
|
||||
<div>
|
||||
<h4 class="font-medium text-gray-700">存量土地收储</h4>
|
||||
<p class="text-sm text-gray-600">2025年专项债已披露66.52亿元收储计划</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-4">长期路径</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="bg-gradient-to-r from-blue-50 to-blue-100 rounded-lg p-4">
|
||||
<h4 class="font-medium text-blue-700 mb-2">2025-2027年</h4>
|
||||
<p class="text-sm text-gray-700">华发集团科技板块分拆上市（如高景太阳能IPO），国资证券化率提升</p>
|
||||
</div>
|
||||
<div class="bg-gradient-to-r from-purple-50 to-purple-100 rounded-lg p-4">
|
||||
<h4 class="font-medium text-purple-700 mb-2">2028年后</h4>
|
||||
<p class="text-sm text-gray-700">形成"华发科技+华发股份+格力集团"的万亿级国资生态</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 产业链与核心公司 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-project-diagram text-green-500 mr-3"></i>产业链与核心公司深度剖析
|
||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-4">产业链图谱</h3>
|
||||
<div class="bg-gray-50 rounded-lg p-6">
|
||||
<div class="flex flex-col md:flex-row items-center justify-between">
|
||||
<div class="bg-blue-500 text-white rounded-lg px-6 py-3 mb-4 md:mb-0">
|
||||
<h4 class="font-semibold">上游（国资主导）</h4>
|
||||
<p class="text-sm">土地/房产收储</p>
|
||||
</div>
|
||||
<i class="fas fa-arrow-right text-gray-400 mx-4 hidden md:block"></i>
|
||||
<i class="fas fa-arrow-down text-gray-400 my-2 md:hidden"></i>
|
||||
<div class="bg-purple-500 text-white rounded-lg px-6 py-3 mb-4 md:mb-0">
|
||||
<h4 class="font-semibold">中游（产业孵化）</h4>
|
||||
<p class="text-sm">科技基金投资</p>
|
||||
</div>
|
||||
<i class="fas fa-arrow-right text-gray-400 mx-4 hidden md:block"></i>
|
||||
<i class="fas fa-arrow-down text-gray-400 my-2 md:hidden"></i>
|
||||
<div class="bg-green-500 text-white rounded-lg px-6 py-3">
|
||||
<h4 class="font-semibold">下游（场景落地）</h4>
|
||||
<p class="text-sm">低空经济/半导体应用</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-4">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||||
<thead class="bg-gray-100">
|
||||
<tr>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">角色</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑验证点</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 bg-blue-100 rounded-full flex items-center justify-center mr-3">
|
||||
<span class="text-blue-600 font-semibold text-sm">华</span>
|
||||
</div>
|
||||
<span class="font-medium text-gray-900">华发股份</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">城市运营旗舰</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">120亿元保障房收购，盘活存量资产</td>
|
||||
<td class="px-4 py-3 text-sm text-red-600">房地产销售不及预期</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 bg-purple-100 rounded-full flex items-center justify-center mr-3">
|
||||
<span class="text-purple-600 font-semibold text-sm">光</span>
|
||||
</div>
|
||||
<span class="font-medium text-gray-900">光库科技</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">科技资产整合标的</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">控股股东股权注入珠海科技产业集团</td>
|
||||
<td class="px-4 py-3 text-sm text-red-600">激光器件价格战</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
|
||||
<span class="text-green-600 font-semibold text-sm">华</span>
|
||||
</div>
|
||||
<span class="font-medium text-gray-900">华金资本</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">投资平台</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">管理550亿元基金，但澄清未投资DeepSeek</td>
|
||||
<td class="px-4 py-3 text-sm text-red-600">市场炒作后业绩证伪</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<div class="flex items-center">
|
||||
<div class="w-8 h-8 bg-yellow-100 rounded-full flex items-center justify-center mr-3">
|
||||
<span class="text-yellow-600 font-semibold text-sm">格</span>
|
||||
</div>
|
||||
<span class="font-medium text-gray-900">格力地产</span>
|
||||
</div>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">地产+免税转型</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">海投公司划转至华发，协同效应待验证</td>
|
||||
<td class="px-4 py-3 text-sm text-red-600">免税牌照落地不确定性</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i>潜在风险与挑战
|
||||
</h2>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-50 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-red-700 mb-3 flex items-center">
|
||||
<i class="fas fa-ban text-red-500 mr-2"></i>政策风险
|
||||
</h3>
|
||||
<p class="text-gray-700 text-sm">低空经济政策细则延迟，影响基金投资进度（如适航认证标准未定）</p>
|
||||
</div>
|
||||
<div class="bg-orange-50 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-orange-700 mb-3 flex items-center">
|
||||
<i class="fas fa-chart-line text-orange-500 mr-2"></i>商业化风险
|
||||
</h3>
|
||||
<p class="text-gray-700 text-sm">eVTOL量产成本过高，珠海基金投资的整机企业可能面临盈利难题</p>
|
||||
</div>
|
||||
<div class="bg-yellow-50 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-yellow-700 mb-3 flex items-center">
|
||||
<i class="fas fa-users text-yellow-500 mr-2"></i>竞争风险
|
||||
</h3>
|
||||
<p class="text-gray-700 text-sm">深圳、广州国资同步布局低空经济，珠海需差异化竞争</p>
|
||||
</div>
|
||||
<div class="bg-purple-50 rounded-lg p-5">
|
||||
<h3 class="font-semibold text-purple-700 mb-3 flex items-center">
|
||||
<i class="fas fa-info-circle text-purple-500 mr-2"></i>信息矛盾
|
||||
</h3>
|
||||
<p class="text-gray-700 text-sm">华金资本否认投资DeepSeek，但市场仍炒作其"AI概念"</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="glass-effect p-6 mb-8 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-trophy text-yellow-500 mr-3"></i>综合结论与投资启示
|
||||
</h2>
|
||||
<div class="bg-gradient-to-br from-blue-50 to-purple-50 rounded-lg p-6">
|
||||
<div class="mb-6">
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">阶段判断</h3>
|
||||
<p class="text-gray-700">珠海国资已从"主题炒作"（2024年低空经济基金）进入"基本面验证"阶段（科技投资退出、土地收储现金流）</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">投资方向</h3>
|
||||
<div class="grid md:grid-cols-2 gap-4">
|
||||
<div class="bg-white rounded-lg p-4">
|
||||
<h4 class="font-medium text-blue-700 mb-2">高确定性</h4>
|
||||
<p class="text-sm text-gray-700">华发股份（保障房收储+低估值，PB 0.5倍）</p>
|
||||
</div>
|
||||
<div class="bg-white rounded-lg p-4">
|
||||
<h4 class="font-medium text-purple-700 mb-2">高弹性</h4>
|
||||
<p class="text-sm text-gray-700">光库科技（科技资产注入预期，激光器件国产替代）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="font-semibold text-lg text-gray-700 mb-3">跟踪指标</h3>
|
||||
<ul class="space-y-2 text-sm text-gray-700">
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span>华发集团科技基金退出金额（2025年目标：20亿元+）</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span>珠海土地收储专项债发行进度（2025年已披露66.52亿元）</span>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
|
||||
<span>低空经济基金首批投资项目落地（eVTOL企业订单或适航认证进展）</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="mt-6 pt-6 border-t border-gray-200">
|
||||
<p class="text-gray-800 font-medium text-center">
|
||||
珠海国资是"政策驱动+产业孵化"的稀缺标的，短期看资产盘活，长期看科技投资兑现，需紧盯华发集团这一核心旗舰的动态
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票表格 -->
|
||||
<div class="glass-effect p-6 card-hover">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||||
<i class="fas fa-table text-blue-500 mr-3"></i>关联股票
|
||||
</h2>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||||
<thead class="bg-gray-100">
|
||||
<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">类别</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">集团</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody class="divide-y divide-gray-200">
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华发股份</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">华发集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">华金资本</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">华发集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">光库科技</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">华发集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">方正科技</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">华发集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">维业股份</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">华发集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">日海智能</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">九洲控股</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">珠海港</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海港</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">天能重工</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海港</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">通裕重工</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海港</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">秀强股份</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海港</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">建艺集团</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">正方集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">世联行</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">大横琴集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">宝鹰股份</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">大横琴集团</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">格力地产</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海投控</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">阳普医疗</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">格力金投</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">航宇微</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">格力金投</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">科恒股份</td>
|
||||
<td class="px-4 py-3 whitespace-nowrap">
|
||||
<span class="badge-custom bg-blue-100 text-blue-800">珠海国资</span>
|
||||
</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">格力金投</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海国资重组整合行动</td>
|
||||
<td class="px-4 py-3 text-sm text-gray-700">珠海市国资委启动新一轮重组整合行动，涉及多家市属国企</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
|
||||
<script>
|
||||
tsParticles.load("particles-js", {
|
||||
particles: {
|
||||
number: {
|
||||
value: 80,
|
||||
density: {
|
||||
enable: true,
|
||||
value_area: 800
|
||||
}
|
||||
},
|
||||
color: {
|
||||
value: "#3b82f6"
|
||||
},
|
||||
shape: {
|
||||
type: "circle"
|
||||
},
|
||||
opacity: {
|
||||
value: 0.5,
|
||||
random: false,
|
||||
anim: {
|
||||
enable: false
|
||||
}
|
||||
},
|
||||
size: {
|
||||
value: 3,
|
||||
random: true,
|
||||
anim: {
|
||||
enable: false
|
||||
}
|
||||
},
|
||||
line_linked: {
|
||||
enable: true,
|
||||
distance: 150,
|
||||
color: "#93c5fd",
|
||||
opacity: 0.4,
|
||||
width: 1
|
||||
},
|
||||
move: {
|
||||
enable: true,
|
||||
speed: 2,
|
||||
direction: "none",
|
||||
random: false,
|
||||
straight: false,
|
||||
out_mode: "out",
|
||||
bounce: false,
|
||||
attract: {
|
||||
enable: 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
|
||||
});
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
```
|
||||
Reference in New Issue
Block a user